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
EFV ISHARES TR $1.45万0.01%190 00.0% — 不变
MDLN MEDLINE INC $1.48万0.01%375 00.0% — 不变
SLYG SPDR SERIES TRUST $1.49万0.01%125 00.0% — 不变
TXN TEXAS INSTRS INC $1.49万0.01%50 00.0% — 不变
JETS ETF SER SOLUTIONS $1.49万0.01%450 00.0% — 不变
PEGA PEGASYSTEMS INC $1.50万0.01%500 500— $1.50万 新建仓
ATO ATMOS ENERGY CORP $1.50万0.01%87 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $1.51万0.01%515 -30-5.5% -$880 减仓
SONY SONY GROUP CORP $1.53万0.01%765 00.0% — 不变
EWJ ISHARES INC $1.54万0.01%165 00.0% — 不变
EWC ISHARES INC $1.54万0.01%268 00.0% — 不变
DHI D R HORTON INC $1.55万0.01%95 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $1.56万0.01%140 4040.0% $4,452 加仓
U UNITY SOFTWARE INC $1.57万0.01%550 00.0% — 不变
IEF ISHARES TR $1.60万0.01%169 00.0% — 不变
SHV ISHARES TR $1.60万0.01%145 00.0% — 不变
DIVO AMPLIFY ETF TR $1.65万0.01%361 41.1% $183 加仓
FDX FEDEX CORP $1.66万0.01%53 -1-1.9% -$313 减仓
VG VENTURE GLOBAL INC $1.67万0.01%1,500 1,500— $1.67万 新建仓
CCK CROWN HLDGS INC $1.68万0.01%150 -4-2.6% -$447 减仓
VGSH VANGUARD SCOTTSDALE FDS $1.68万0.01%289 00.0% — 不变
FMAY FIRST TR EXCHNG TRADED FD VI $1.69万0.01%300 00.0% — 不变
RMD RESMED INC $1.70万0.01%87 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $1.72万0.01%77 -3-3.8% -$671 减仓
TTAN SERVICETITAN INC $1.77万0.01%250 250— $1.77万 新建仓
USMV ISHARES TR $1.77万0.01%184 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $1.78万0.01%395 00.0% — 不变
— CAPITAL-FORCE ETF TR $1.79万0.01%410 410— $1.79万 新建仓
IYY ISHARES TR $1.82万0.01%100 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $1.84万0.01%300 00.0% — 不变
SPYI NEOS ETF TRUST $1.86万0.01%350 00.0% — 不变
SLYV SPDR SERIES TRUST $1.87万0.01%171 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $1.88万0.01%140 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED $1.89万0.01%5,000 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $1.90万0.01%130 -1-0.8% -$146 减仓
OPCH OPTION CARE HEALTH INC $1.94万0.01%925 -200-17.8% -$4,194 减仓
IEV ISHARES TR $1.97万0.01%270 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $1.97万0.01%211 00.0% — 不变
TOL TOLL BROTHERS INC $1.98万0.01%120 -1-0.8% -$165 减仓
CAKE CHEESECAKE FACTORY INC $1.99万0.01%250 00.0% — 不变
JHEM JOHN HANCOCK EXCHANGE TRADED $2.01万0.01%500 00.0% — 不变
TIP ISHARES TR $2.03万0.01%186 00.0% — 不变
HAL HALLIBURTON CO $2.04万0.01%600 -5-0.8% -$170 减仓
NOC NORTHROP GRUMMAN CORP $2.04万0.01%40 00.0% — 不变
ILMN ILLUMINA INC $2.06万0.01%117 00.0% — 不变
CIEN CIENA CORP $2.06万0.01%42 00.0% — 不变
EQT EQT CORP $2.13万0.01%400 400— $2.13万 新建仓
SIMO SILICON MOTION TECHNOLOGY CO $2.13万0.01%64 64— $2.13万 新建仓
IEMG ISHARES INC $2.14万0.01%258 -300-53.8% -$2.49万 减仓
— TIDAL TRUST III $2.17万0.01%511 00.0% — 不变
RDY DR REDDYS LABS LTD $2.17万0.01%1,500 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $2.19万0.01%440 -100-18.5% -$4,986 减仓
NRG NRG ENERGY INC $2.21万0.01%151 5049.5% $7,303 加仓
REMX VANECK ETF TRUST $2.21万0.01%250 00.0% — 不变
RVTY REVVITY INC $2.26万0.01%203 00.0% — 不变
CB CHUBB LIMITED $2.32万0.01%68 00.0% — 不变
TTE TOTALENERGIES SE $2.33万0.01%299 00.0% — 不变
ING ING GROEP N.V. $2.33万0.01%743 00.0% — 不变
VRT VERTIV HOLDINGS CO $2.34万0.01%70 70— $2.34万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $2.42万0.02%517 -18-3.4% -$843 减仓
IFRA ISHARES TR $2.42万0.02%384 10.3% $63 加仓
KIM KIMCO REALTY CORP $2.46万0.02%969 60.6% $152 加仓
CMG CHIPOTLE MEXICAN GRILL INC $2.46万0.02%725 00.0% — 不变
— GLOBAL X FDS $2.47万0.02%1,000 00.0% — 不变
SHEL SHELL PLC $2.47万0.02%319 00.0% — 不变
GEN GEN DIGITAL INC $2.49万0.02%1,000 -9-0.9% -$224 减仓
XLB SELECT SECTOR SPDR TR $2.49万0.02%490 12534.2% $6,354 加仓
ZAP GLOBAL X FDS $2.53万0.02%730 7511.5% $2,596 加仓
ALB ALBEMARLE CORP $2.54万0.02%188 -93-33.1% -$1.26万 减仓
GLW CORNING INC $2.55万0.02%100 -2-2.0% -$511 减仓
CHYM CHIME FINL INC $2.57万0.02%1,255 -1,100-46.7% -$2.25万 减仓
ROL ROLLINS INC $2.58万0.02%618 00.0% — 不变
AFL AFLAC INC $2.59万0.02%221 00.0% — 不变
RXO RXO INC $2.62万0.02%951 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.63万0.02%1,000 00.0% — 不变
— PROSHARES TR $2.64万0.02%500 00.0% — 不变
COP CONOCOPHILLIPS $2.70万0.02%260 -6-2.3% -$624 减仓
— WISDOMTREE TR $2.71万0.02%1,081 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $2.72万0.02%500 00.0% — 不变
DUK DUKE ENERGY CORP NEW $2.78万0.02%220 -343-60.9% -$4.33万 减仓
IAU ISHARES GOLD TR $2.78万0.02%368 00.0% — 不变
CAIE CALAMOS ETF TR $2.82万0.02%1,036 363.6% $980 加仓
SOFI SOFI TECHNOLOGIES INC $2.82万0.02%1,575 00.0% — 不变
INTU INTUIT $2.87万0.02%110 -42-27.6% -$1.10万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $2.87万0.02%550 00.0% — 不变
VDE VANGUARD WORLD FD $2.89万0.02%193 10.5% $150 加仓
ES EVERSOURCE ENERGY $2.89万0.02%400 3969,900.0% $2.86万 加仓
MSI MOTOROLA SOLUTIONS INC $2.95万0.02%71 00.0% — 不变
EMR EMERSON ELEC CO $2.96万0.02%207 00.0% — 不变
— BLACKROCK ENERGY & RES TR $2.96万0.02%2,000 00.0% — 不变
ZS ZSCALER INC $2.96万0.02%210 178.8% $2,400 加仓
QBTS D-WAVE QUANTUM INC $3.00万0.02%1,250 -350-21.9% -$8,397 减仓
LB LANDBRIDGE COMPANY LLC $3.01万0.02%380 3501,166.7% $2.77万 加仓
QQQM INVESCO EXCH TRADED FD TR II $3.03万0.02%100 00.0% — 不变
CRWV COREWEAVE INC $3.04万0.02%305 -190-38.4% -$1.89万 减仓
SCZ ISHARES TR $3.04万0.02%369 00.0% — 不变
ARTY ISHARES TR $3.05万0.02%400 00.0% — 不变
KMX CARMAX INC $3.17万0.02%600 00.0% — 不变
IYF ISHARES TR $3.19万0.02%250 00.0% — 不变
— CAPITAL-FORCE ETF TR $3.20万0.02%655 655— $3.20万 新建仓