13F 机构持仓

Murphy & Mullick Capital Management Corp

SMITHTOWN NY · SEC CIK 0002047271

2026Q22026Q1 更早 9 个季度 🔒
$1.61亿2026Q2 申报市值
666持仓数
25.9%前十大占比 · 第一大 3.8%
26 / 86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 3.8%
SCHG 3.0%
TSLA 2.8%
AVGO 2.8%
AMD 2.5%
SCHM 2.5%
SCHV 2.3%
GOOGL 2.2%
SPY 2.0%
VT 2.0%

2026Q2 买入最多 按季末市值估算

SPTM 加仓+$68.12万
RSP 加仓+$52.83万
SPY 加仓+$50.48万
SCHX 加仓+$48.56万
DIA 加仓+$43.87万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$57.02万
VCIT 减仓-$40.64万
NOW 减仓-$26.66万
MSFT 减仓-$18.43万
VCSH 减仓-$14.35万

2026Q2 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
HSBC HSBC HLDGS PLC $4,7550.00%50 -2-3.8% -$190 减仓
CLX CLOROX CO DEL $4,7720.00%50 00.0% — 不变
RIG TRANSOCEAN LTD $4,8120.00%984 00.0% — 不变
QUBT QUANTUM COMPUTING INC $4,8500.00%500 -275-35.5% -$2,668 减仓
— SP FUNDS TRUST $4,8800.00%100 00.0% — 不变
VXF VANGUARD INDEX FDS $4,9240.00%20 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $5,0710.00%40 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $5,1220.00%120 -235-66.2% -$1.00万 减仓
STZ CONSTELLATION BRANDS INC $5,1460.00%37 00.0% — 不变
EWZ ISHARES INC $5,1750.00%150 00.0% — 不变
R RYDER SYS INC $5,2750.00%20 00.0% — 不变
DBA INVESCO DB MULTI-SECTOR COMM $5,3340.00%200 00.0% — 不变
FN FABRINET $5,6210.00%10 00.0% — 不变
WELL WELLTOWER INC $5,6740.00%25 242,400.0% $5,447 加仓
GRID FIRST TR EXCHANGE-TRADED FD $5,7530.00%30 00.0% — 不变
TEM TEMPUS AI INC $5,7930.00%100 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $5,8500.00%283 00.0% — 不变
BHP BHP BILLITON LIMITED $5,9450.00%71 00.0% — 不变
EWA ISHARES INC $6,1110.00%217 00.0% — 不变
— EA SERIES TRUST $6,1880.00%100 00.0% — 不变
MAX MEDIAALPHA INC $6,2850.00%500 00.0% — 不变
MCO MOODYS CORP $6,3410.00%14 00.0% — 不变
SOUN SOUNDHOUND AI INC $6,4700.00%1,000 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $6,5450.00%120 -44-26.8% -$2,400 减仓
TPL TEXAS PACIFIC LAND CORPORATI $6,5650.00%15 00.0% — 不变
MAIN MAIN STR CAP CORP $6,5890.00%127 00.0% — 不变
VIPS VIPSHOP HLDGS LTD $6,6300.00%500 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $6,7210.00%105 1010.5% $640 加仓
NXPI NXP SEMICONDUCTORS N V $6,7450.00%24 -3-11.1% -$843 减仓
SHW SHERWIN WILLIAMS CO $6,8860.00%20 -1-4.8% -$344 减仓
SPOT SPOTIFY TECHNOLOGY S A $6,8870.00%15 -1-6.2% -$459 减仓
GKOS GLAUKOS CORP $6,9880.00%50 00.0% — 不变
KR KROGER CO $7,0010.00%126 -4-3.1% -$222 减仓
HTHT H WORLD GROUP LTD $7,0920.00%170 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $7,1060.00%54 00.0% — 不变
TSCO TRACTOR SUPPLY CO $7,1120.00%225 00.0% — 不变
EWG ISHARES INC $7,2400.00%175 00.0% — 不变
CGNX COGNEX CORP $7,2420.00%100 00.0% — 不变
DPZ DOMINOS PIZZA INC $7,4010.00%25 00.0% — 不变
VALE VALE S A $7,5200.00%500 00.0% — 不变
DTCR GLOBAL X FDS $7,5930.00%250 00.0% — 不变
AI C3 AI INC $7,7270.00%850 151.8% $136 加仓
RKT ROCKET COS INC $7,8750.00%500 00.0% — 不变
ARKF ARK ETF TR $7,8920.00%200 00.0% — 不变
ARKQ ARK ETF TR $8,0170.00%61 00.0% — 不变
KKR KKR & CO INC $8,1680.01%89 00.0% — 不变
STE STERIS PLC $8,2120.01%39 00.0% — 不变
ONDS ONDAS INC $8,2400.01%1,000 1,000— $8,240 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $8,3640.01%32 00.0% — 不变
MDLZ MONDELEZ INTL INC $8,5070.01%147 -10-6.4% -$579 减仓
SHY ISHARES TR $8,6220.01%105 00.0% — 不变
FNDB SCHWAB STRATEGIC TR $8,6810.01%285 00.0% — 不变
— VANECK ETF TRUST $8,9750.01%100 00.0% — 不变
DXYZ DESTINY TECH100 INC $9,0160.01%350 00.0% — 不变
KVUE KENVUE INC $9,1540.01%479 -23-4.6% -$440 减仓
— ISHARES TR $9,2810.01%275 00.0% — 不变
CFR CULLEN FROST BANKERS INC $9,4260.01%61 -2-3.2% -$309 减仓
WEC WEC ENERGY GROUP INC $9,6330.01%82 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $9,7030.01%312 00.0% — 不变
MRNA MODERNA INC $9,7330.01%139 -2-1.4% -$140 减仓
IDEV ISHARES TR $9,7910.01%110 -225-67.2% -$2.00万 减仓
IWF ISHARES TR $9,9340.01%80 00.0% — 不变
ENPH ENPHASE ENERGY INC $1.02万0.01%207 -116-35.9% -$5,711 减仓
IGPT INVESCO EXCHANGE TRADED FD T $1.04万0.01%100 100— $1.04万 新建仓
BJ BJS WHSL CLUB HLDGS INC $1.05万0.01%120 -5-4.0% -$436 减仓
HLT HILTON WORLDWIDE HLDGS INC $1.06万0.01%32 00.0% — 不变
VICI VICI PPTYS INC $1.06万0.01%400 00.0% — 不变
RCAT RED CAT HLDGS INC $1.06万0.01%1,000 1,000— $1.06万 新建仓
USAR USA RARE EARTH INC $1.08万0.01%500 00.0% — 不变
POET POET TECHNOLOGIES INC $1.08万0.01%1,050 1,050— $1.08万 新建仓
CDNS CADENCE DESIGN SYSTEM INC $1.09万0.01%29 00.0% — 不变
CME CME GROUP INC $1.10万0.01%50 00.0% — 不变
PARR PAR PAC HOLDINGS INC $1.12万0.01%200 00.0% — 不变
SNDK SANDISK CORP $1.14万0.01%5 5— $1.14万 新建仓
CVNA CARVANA CO $1.15万0.01%175 -5-2.8% -$329 减仓
RBLX ROBLOX CORP $1.16万0.01%213 -38-15.1% -$2,066 减仓
REET ISHARES TR $1.16万0.01%420 00.0% — 不变
MEDP MEDPACE HLDGS INC $1.17万0.01%22 00.0% — 不变
CI THE CIGNA GROUP $1.17万0.01%42 00.0% — 不变
FNOV FIRST TR EXCHNG TRADED FD VI $1.17万0.01%200 00.0% — 不变
EUFN ISHARES TR $1.18万0.01%302 00.0% — 不变
PAVE GLOBAL X FDS $1.18万0.01%200 100100.0% $5,892 加仓
— DIGITALBRIDGE GROUP INC $1.18万0.01%750 00.0% — 不变
MAR MARRIOTT INTL INC NEW $1.19万0.01%32 1045.5% $3,706 加仓
MTB M & T BK CORP $1.19万0.01%50 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $1.23万0.01%500 -36-6.7% -$886 减仓
IJT ISHARES TR $1.25万0.01%70 00.0% — 不变
GNOV FIRST TR EXCHNG TRADED FD VI $1.25万0.01%300 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $1.27万0.01%18 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $1.31万0.01%100 00.0% — 不变
IDXX IDEXX LABS INC $1.32万0.01%25 00.0% — 不变
STWD STARWOOD PPTY TR INC $1.32万0.01%808 192.4% $311 加仓
SLB SLB LIMITED $1.34万0.01%288 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1.36万0.01%115 00.0% — 不变
F FORD MTR CO $1.39万0.01%1,000 00.0% — 不变
FLNC FLUENCE ENERGY INC $1.39万0.01%700 700— $1.39万 新建仓
RYZ RYERSON HLDG CORP $1.42万0.01%579 40.7% $98 加仓
BDX BECTON DICKINSON & CO $1.44万0.01%95 00.0% — 不变
— GLOBAL X FDS $1.45万0.01%375 00.0% — 不变
DKNG DRAFTKINGS INC NEW $1.45万0.01%575 25076.9% $6,315 加仓