13F 机构持仓

Murphy & Mullick Capital Management Corp

SMITHTOWN NY · SEC CIK 0002047271

2026Q22026Q1 更早 9 个季度 🔒
$1.35亿2026Q1 申报市值
726持仓数
25.2%前十大占比 · 第一大 3.9%
24 / 137新建仓 / 清仓
申报市值走势$1.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.9%
TSLA 3.0%
SCHG 2.9%
AVGO 2.7%
SCHM 2.5%
SCHV 2.3%
GOOGL 2.1%
VT 1.9%
MSFT 1.9%
SCHA 1.9%

2026Q1 买入最多 按季末市值估算

VT 加仓+$76.63万
RSP 加仓+$49.91万
AZN 新建仓+$40.29万
VOO 加仓+$35.08万
VTI 加仓+$35.06万

2026Q1 卖出最多 按季末市值估算

AVGO 减仓-$59.70万
AZN 清仓-$37.90万
EBAY 减仓-$21.57万
TSM 减仓-$19.73万
GOOGL 减仓-$18.20万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
APO APOLLO GLOBAL MANAGEMENT $4460.00%4 00.0% — 不变
TSN TYSON FOODS INC $4480.00%7 00.0% — 不变
ETR ENTERGY CORP NEW $4490.00%4 00.0% — 不变
NTR NUTRIEN LTD $4520.00%6 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $4530.00%5 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $4820.00%6 00.0% — 不变
KBH KB HOME $5180.00%10 00.0% — 不变
CF CF INDUSTRIES HOLD $5190.00%4 00.0% — 不变
ARKG ARK ETF TR $5280.00%20 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $5360.00%10 10— $536 新建仓
AMG AFFILIATED MANAGERS GROUP $5530.00%2 00.0% — 不变
PJT PJT PARTNERS INC $5590.00%4 00.0% — 不变
TW TRADEWEB MKTS INC $5880.00%5 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $5890.00%1 00.0% — 不变
MO ALTRIA GROUP INC $5940.00%9 00.0% — 不变
CL COLGATE PALMOLIVE CO $5970.00%7 00.0% — 不变
EFAV ISHARES MSCI EAFE MIN VL $6400.00%7 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $6480.00%3 00.0% — 不变
ETSY ETSY INC $6500.00%13 00.0% — 不变
PM PHILIP MORRIS INTL INC $6610.00%4 00.0% — 不变
AIG AMERICAN INTL GROUP INC $6770.00%9 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6850.00%10 00.0% — 不变
FTAI FTAI AVIATION LTD $7350.00%3 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES I $7660.00%15 00.0% — 不变
IBIT ISHARES BITCOIN TRUST $7680.00%20 20— $768 新建仓
CNQ CANADIAN NAT RES LTD MED TER $7800.00%16 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $7800.00%10 10— $780 新建仓
HIMX HIMAX TECHNOLOGIES INC $7870.00%100 00.0% — 不变
CPB THE CAMPBELLS COMPANY $8910.00%40 00.0% — 不变
ZG ZILLOW GROUP INC $9520.00%23 00.0% — 不变
PNR PENTAIR PLC $9580.00%11 00.0% — 不变
SJM SMUCKER J M CO $9640.00%10 00.0% — 不变
GIS GENERAL MILLS INC $1,0420.00%28 -12-30.0% -$447 减仓
VTRS VIATRIS INC $1,1480.00%85 -24-22.0% -$324 减仓
EXPE EXPEDIA GROUP INC $1,1540.00%5 00.0% — 不变
ARKW ARK ETF TR $1,2060.00%10 00.0% — 不变
— ABERDEEN INDIA FD INC $1,2450.00%110 00.0% — 不变
ATHM AUTOHOME INC $1,2850.00%74 00.0% — 不变
MCHI ISHARES MSCI CHINA ETF $1,3110.00%23 00.0% — 不变
RACE FERRARI N V $1,3320.00%4 00.0% — 不变
UFOX ETF SER SOLUTIONS $1,3640.00%20 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $1,3760.00%5 00.0% — 不变
AMGN AMGEN INC $1,4070.00%4 00.0% — 不变
H HYATT HOTELS CORP $1,4380.00%10 10— $1,438 新建仓
IUSV ISHARES CORE S&P U.S. $1,6360.00%16 00.0% — 不变
ZTS ZOETIS INC $1,6550.00%14 -245-94.6% -$2.90万 减仓
TT TRANE TECHNOLOGIES PLC $1,6670.00%4 00.0% — 不变
SPDW STATE STREET SPDR $1,6890.00%37 00.0% — 不变
AMPL AMPLITUDE INC $1,7050.00%250 00.0% — 不变
DEC DIVERSIFIED ENERGY CO $1,7440.00%100 00.0% — 不变
T AT&T INC $1,7680.00%61 00.0% — 不变
WTAI WISDOMTREE ARTIFICIAL $1,7780.00%63 00.0% — 不变
SU SUNCOR ENERGY INC NEW $1,7850.00%27 -163-85.8% -$1.08万 减仓
DLR DIGITAL RLTY TR INC $1,8020.00%10 00.0% — 不变
XOP STATE STREET SPDR S&P $1,8180.00%10 00.0% — 不变
IYT ISHARES TRANSPORTATION $1,8650.00%25 25— $1,865 新建仓
LH LABCORP HLDGS INC $1,8680.00%7 7— $1,868 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $1,9010.00%25 00.0% — 不变
— AMPLIFY ETF TR $1,9110.00%83 00.0% — 不变
— GLOBAL X FDS $1,9500.00%100 -250-71.4% -$4,875 减仓
OTIS OTIS WORLDWIDE CORP $2,0040.00%26 00.0% — 不变
MICC MAGNUM ICE CREAM CO N V $2,0480.00%137 -2-1.4% -$30 减仓
GRAL GRAIL INC EQUITY $2,0670.00%40 -1-2.4% -$52 减仓
LB LANDBRIDGE CO LLC CL A $2,0720.00%30 00.0% — 不变
APA APA CORP $2,1220.00%50 00.0% — 不变
MOH MOLINA HEALTHCARE INC $2,1330.00%16 00.0% — 不变
NTLA INTELLIA THERAPEUTICS IN $2,1410.00%167 -11-6.2% -$141 减仓
IXJ ISHARES GLOBAL HEALTHCARE $2,1510.00%23 00.0% — 不变
XLC SELECT SECTOR SPDR TR $2,2170.00%20 00.0% — 不变
BIDU BAIDU INC $2,2280.00%20 00.0% — 不变
SE SEA LTD $2,2360.00%27 00.0% — 不变
WAB WABTEC $2,2490.00%9 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $2,3880.00%150 00.0% — 不变
WST WEST PHARMACEUTICAL SVCS $2,5060.00%10 00.0% — 不变
YUM YUM BRANDS INC $2,6370.00%17 00.0% — 不变
ATAT ATOUR LIFESTYLE HOLDINGS LIMITED AMERICAN DEPOSITARY SHARES $2,7610.00%75 00.0% — 不变
ROIV ROIVANT SCIENCES LTD $2,7700.00%100 00.0% — 不变
RWO STATE STREET SPDR DOW $2,8380.00%62 00.0% — 不变
CMCSA COMCAST CORP NEW $2,8710.00%100 -462-82.2% -$1.33万 减仓
RBRK RUBRIK INC $2,9380.00%60 -100-62.5% -$4,897 减仓
Z ZILLOW GROUP INC $2,9380.00%71 00.0% — 不变
JD JD.COM INC $2,9570.00%100 00.0% — 不变
OKLO OKLO INC $2,9750.00%60 -50-45.5% -$2,479 减仓
FIS FIDELITY NATL INFORMATIO $3,0490.00%65 -28-30.1% -$1,313 减仓
A AGILENT TECHNOLOGIES INC $3,0770.00%27 00.0% — 不变
LDOS LEIDOS HOLDINGS INC $3,1100.00%20 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED $3,2040.00%50 00.0% — 不变
SLI STANDARD LITHIUM LTD $3,4100.00%1,000 00.0% — 不变
— SP FUNDS S&P GLOBAL $3,4670.00%100 00.0% — 不变
RH RH $3,4960.00%25 00.0% — 不变
DVN DEVON ENERGY CORP NEW $3,5220.00%70 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES IN $3,6710.00%13 00.0% — 不变
PDD PDD HOLDINGS INC $3,6780.00%36 -38-51.4% -$3,882 减仓
IYJ ISHARES US INDUSTRIALS $3,6890.00%25 00.0% — 不变
IWV ISHARES RUSSELL 3000 $3,7070.00%10 10— $3,707 新建仓
SOLV SOLAREDGE TECHNOLOGIES I $3,7220.00%57 00.0% — 不变
HPQ HP INC $3,7270.00%194 00.0% — 不变
DBD DIEBOLD NIXDORF INC $3,7720.00%50 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $3,7810.00%35 00.0% — 不变
PTLC PACER FDS TR $3,9350.00%75 00.0% — 不变