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
FNDC SCHWAB STRATEGIC TR $3.22万0.02%664 00.0% — 不变
IR INGERSOLL RAND INC $3.23万0.02%394 -7-1.7% -$574 减仓
— GLOBAL X FDS $3.26万0.02%1,666 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $3.27万0.02%323 00.0% — 不变
IUSG ISHARES TR $3.27万0.02%174 00.0% — 不变
VLTO VERALTO CORP $3.30万0.02%372 -15-3.9% -$1,330 减仓
PLD PROLOGIS INC. $3.32万0.02%245 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $3.36万0.02%414 -226-35.3% -$1.83万 减仓
VMC VULCAN MATLS CO $3.45万0.02%117 00.0% — 不变
USO UNITED STS OIL FD LP $3.47万0.02%326 00.0% — 不变
IYH ISHARES TR $3.47万0.02%518 10.2% $67 加仓
GSK GSK PLC $3.61万0.02%689 00.0% — 不变
UL UNILEVER PLC $3.67万0.02%611 -9-1.5% -$541 减仓
DUOL DUOLINGO INC $3.68万0.02%320 -73-18.6% -$8,396 减仓
EFA ISHARES TR $3.76万0.02%362 00.0% — 不变
VBK VANGUARD INDEX FDS $3.80万0.02%104 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $3.86万0.02%163 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $3.92万0.02%2,170 25013.0% $4,518 加仓
SBRA SABRA HEALTH CARE REIT INC $3.96万0.02%2,030 150.7% $293 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $3.96万0.02%650 00.0% — 不变
MDB MONGODB INC $3.96万0.02%118 00.0% — 不变
USB US BANCORP $3.98万0.02%659 -8-1.2% -$483 减仓
IBM INTERNATIONAL BUSINESS MACHS $3.99万0.02%142 32.2% $844 加仓
SCHW SCHWAB CHARLES CORP $4.02万0.02%435 00.0% — 不变
HWM HOWMET AEROSPACE INC $4.03万0.03%150 -78-34.2% -$2.10万 减仓
BNS BANK NOVA SCOTIA B C $4.07万0.03%469 00.0% — 不变
FXI ISHARES TR $4.11万0.03%1,300 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $4.12万0.03%190 00.0% — 不变
IBB ISHARES TR $4.20万0.03%221 -44-16.6% -$8,368 减仓
SO SOUTHERN CO $4.29万0.03%448 00.0% — 不变
BND VANGUARD BD INDEX FDS $4.29万0.03%585 -206-26.0% -$1.51万 减仓
XYLD GLOBAL X FDS $4.31万0.03%1,056 282.7% $1,142 加仓
EXE EXPAND ENERGY CORPORATION $4.33万0.03%475 275137.5% $2.51万 加仓
NDAQ NASDAQ INC $4.34万0.03%551 -2-0.4% -$158 减仓
ETN EATON CORP PLC $4.35万0.03%102 00.0% — 不变
VUG VANGUARD INDEX FDS $4.39万0.03%510 00.0% — 不变
J JACOBS SOLUTIONS INC $4.44万0.03%352 -182-34.1% -$2.29万 减仓
KARO KAROOOOO LTD $4.44万0.03%900 00.0% — 不变
ARKK ARK ETF TR $4.53万0.03%560 -75-11.8% -$6,065 减仓
AEBI AEBI SCHMIDT HLDG AG $4.54万0.03%3,619 00.0% — 不变
RR RICHTECH ROBOTICS INC $4.59万0.03%21,750 00.0% — 不变
COF CAPITAL ONE FINL CORP $4.59万0.03%229 -2-0.9% -$401 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $4.60万0.03%2,059 291.4% $648 加仓
DASH DOORDASH INC $4.61万0.03%250 4522.0% $8,304 加仓
MMM 3M CO $4.61万0.03%285 -1-0.3% -$162 减仓
TMUS T-MOBILE US INC $4.70万0.03%280 -1-0.4% -$168 减仓
WAT WATERS CORP $4.73万0.03%126 00.0% — 不变
URI UNITED RENTALS INC $4.76万0.03%42 00.0% — 不变
IWN ISHARES TR $4.78万0.03%216 00.0% — 不变
QTUM ETF SER SOLUTIONS $4.80万0.03%290 9045.0% $1.49万 加仓
GXO GXO LOGISTICS INCORPORATED $4.82万0.03%951 00.0% — 不变
TWLO TWILIO INC $4.89万0.03%237 00.0% — 不变
D DOMINION ENERGY INC $4.90万0.03%718 00.0% — 不变
PODD INSULET CORP $4.95万0.03%325 -215-39.8% -$3.27万 减仓
FNDF SCHWAB STRATEGIC TR $4.96万0.03%941 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $4.99万0.03%905 00.0% — 不变
USIG ISHARES TR $5.00万0.03%975 00.0% — 不变
VTIP VANGUARD MALVERN FDS $5.03万0.03%1,001 -246-19.7% -$1.24万 减仓
LIN LINDE PLC $5.03万0.03%97 00.0% — 不变
AIQ GLOBAL X FDS $5.08万0.03%775 775— $5.08万 新建仓
VNQ VANGUARD INDEX FDS $5.11万0.03%530 -319-37.6% -$3.07万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $5.13万0.03%596 -316-34.6% -$2.72万 减仓
IJR ISHARES TR $5.19万0.03%350 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $5.22万0.03%600 20050.0% $1.74万 加仓
PEP PEPSICO INC $5.30万0.03%391 -7-1.8% -$948 减仓
CVS CVS HEALTH CORP $5.43万0.03%525 -14-2.6% -$1,449 减仓
SHAK SHAKE SHACK INC $5.45万0.03%973 23531.8% $1.32万 加仓
IJK ISHARES TR $5.45万0.03%464 00.0% — 不变
BX BLACKSTONE INC $5.49万0.03%466 8020.7% $9,419 加仓
VXUS VANGUARD STAR FDS $5.56万0.03%650 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5.58万0.03%1,442 -7-0.5% -$271 减仓
DAVE DAVE INC $5.59万0.03%150 00.0% — 不变
IJJ ISHARES TR $5.70万0.04%386 00.0% — 不变
XBI SPDR SERIES TRUST $5.78万0.04%165 00.0% — 不变
EPI WISDOMTREE TR $5.81万0.04%1,358 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $5.85万0.04%797 -52-6.1% -$3,814 减仓
ADSK AUTODESK INC $5.85万0.04%301 -160-34.7% -$3.11万 减仓
OXY OCCIDENTAL PETE CORP $5.95万0.04%1,225 00.0% — 不变
MRP MILLROSE PPTYS INC $6.06万0.04%2,015 2,00013,333.3% $6.01万 加仓
MDT MEDTRONIC PLC $6.12万0.04%781 30.4% $235 加仓
— QORVO INC $6.15万0.04%659 -3-0.5% -$280 减仓
GLD SPDR GOLD TR $6.15万0.04%167 00.0% — 不变
SAN BANCO SANTANDER SA $6.28万0.04%4,550 -27-0.6% -$373 减仓
ENB ENBRIDGE INC $6.30万0.04%1,163 -300-20.5% -$1.63万 减仓
CCL CARNIVAL CORP LTD $6.36万0.04%2,225 2,225— $6.36万 新建仓
RYLD GLOBAL X FDS $6.37万0.04%3,982 -592-12.9% -$9,467 减仓
GFEB FIRST TR EXCHNG TRADED FD VI $6.38万0.04%1,450 -300-17.1% -$1.32万 减仓
QUAL ISHARES TR $6.50万0.04%296 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $6.56万0.04%1,653 00.0% — 不变
GJUL FIRST TR EXCHNG TRADED FD VI $6.63万0.04%1,525 00.0% — 不变
GM GENERAL MTRS CO $6.68万0.04%866 -8-0.9% -$617 减仓
MTUM ISHARES TR $6.69万0.04%195 5034.5% $1.71万 加仓
EFAA INVESCO ACTIVELY MANAGED EXC $6.69万0.04%1,200 40050.0% $2.23万 加仓
HEWJ ISHARES TR $6.74万0.04%1,045 -170-14.0% -$1.10万 减仓
LLYVK LIBERTY LIVE HOLDINGS INC $6.81万0.04%645 00.0% — 不变
DLTR DOLLAR TREE INC $6.91万0.04%571 00.0% — 不变
VFH VANGUARD WORLD FD $6.97万0.04%530 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $7.01万0.04%410 410— $7.01万 新建仓
QYLD GLOBAL X FDS $7.05万0.04%3,825 691.8% $1,272 加仓
PWR QUANTA SVCS INC $7.06万0.04%98 77.7% $5,040 加仓