Murphy & Mullick Capital Management Corp
SMITHTOWN NY · SEC CIK 0002047271
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $7.10万 | 0.04% | 802 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $7.12万 | 0.04% | 430 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $7.14万 | 0.04% | 390 | 0 | 0.0% | — | 不变 |
| ATLC | ATLANTICUS HOLDINGS CORP | $7.16万 | 0.04% | 700 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $7.21万 | 0.04% | 461 | 76 | 19.7% | $1.19万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $7.30万 | 0.05% | 601 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $7.32万 | 0.05% | 499 | -157 | -23.9% | -$2.30万 | 减仓 |
| IBN | ICICI BANK LIMITED | $7.34万 | 0.05% | 2,530 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $7.36万 | 0.05% | 278 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $7.43万 | 0.05% | 4,110 | -625 | -13.2% | -$1.13万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $7.43万 | 0.05% | 1,198 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $7.44万 | 0.05% | 275 | -129 | -31.9% | -$3.49万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $7.61万 | 0.05% | 200 | -100 | -33.3% | -$3.80万 | 减仓 |
| RBA | RB GLOBAL INC | $7.66万 | 0.05% | 658 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7.81万 | 0.05% | 381 | -160 | -29.6% | -$3.28万 | 减仓 |
| IOSP | INNOSPEC INC | $7.83万 | 0.05% | 962 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $7.84万 | 0.05% | 656 | -80 | -10.9% | -$9,562 | 减仓 |
| JBL | JABIL INC | $7.86万 | 0.05% | 204 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $7.94万 | 0.05% | 312 | -215 | -40.8% | -$5.47万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $7.95万 | 0.05% | 8,464 | 89 | 1.1% | $836 | 加仓 |
| IVE | ISHARES TR | $7.99万 | 0.05% | 352 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $8.11万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $8.16万 | 0.05% | 2,014 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $8.31万 | 0.05% | 274 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $8.35万 | 0.05% | 907 | 85 | 10.3% | $7,828 | 加仓 |
| RY | ROYAL BK CDA | $8.55万 | 0.05% | 413 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $8.57万 | 0.05% | 540 | 540 | — | $8.57万 | 新建仓 |
| SPUS | TIDAL TRUST I | $8.62万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $8.63万 | 0.05% | 356 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $8.68万 | 0.05% | 760 | -120 | -13.6% | -$1.37万 | 减仓 |
| XYZ | BLOCK INC | $8.69万 | 0.05% | 1,143 | -266 | -18.9% | -$2.02万 | 减仓 |
| CRM | SALESFORCE INC | $8.69万 | 0.05% | 555 | -372 | -40.1% | -$5.83万 | 减仓 |
| ISPY | PROSHARES TR | $8.90万 | 0.06% | 1,847 | 13 | 0.7% | $626 | 加仓 |
| HACK | AMPLIFY ETF TR | $9.08万 | 0.06% | 866 | -50 | -5.5% | -$5,244 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $9.12万 | 0.06% | 965 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $9.22万 | 0.06% | 825 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9.42万 | 0.06% | 557 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $9.56万 | 0.06% | 270 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $9.59万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $9.60万 | 0.06% | 3,251 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $9.70万 | 0.06% | 308 | -1 | -0.3% | -$315 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $9.74万 | 0.06% | 295 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $9.75万 | 0.06% | 1,200 | 51 | 4.4% | $4,145 | 加仓 |
| QCOM | QUALCOMM INC | $10.03万 | 0.06% | 543 | -1 | -0.2% | -$185 | 减仓 |
| NVS | NOVARTIS AG | $10.19万 | 0.06% | 650 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $10.27万 | 0.06% | 1,120 | 970 | 646.7% | $8.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $10.45万 | 0.06% | 1,248 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $10.49万 | 0.07% | 2,756 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $10.53万 | 0.07% | 478 | -251 | -34.4% | -$5.53万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $10.66万 | 0.07% | 1,230 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $10.97万 | 0.07% | 2,174 | -272 | -11.1% | -$1.37万 | 减仓 |
| VHT | VANGUARD WORLD FD | $11.15万 | 0.07% | 373 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $11.22万 | 0.07% | 902 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $11.37万 | 0.07% | 2,625 | 1,875 | 250.0% | $8.12万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $11.45万 | 0.07% | 920 | -192 | -17.3% | -$2.39万 | 减仓 |
| LQD | ISHARES TR | $11.63万 | 0.07% | 1,066 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $11.94万 | 0.07% | 303 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $12.14万 | 0.08% | 1,700 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $12.16万 | 0.08% | 884 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $12.26万 | 0.08% | 21,400 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $12.33万 | 0.08% | 508 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $12.38万 | 0.08% | 4,505 | -250 | -5.3% | -$6,867 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $12.44万 | 0.08% | 1,326 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $12.69万 | 0.08% | 585 | 90 | 18.2% | $1.95万 | 加仓 |
| MAGS | LISTED FDS TR | $12.72万 | 0.08% | 1,978 | 308 | 18.4% | $1.98万 | 加仓 |
| RKLB | ROCKET LAB CORP | $12.81万 | 0.08% | 1,260 | -40 | -3.1% | -$4,066 | 减仓 |
| XPO | XPO INC | $13.06万 | 0.08% | 636 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $13.11万 | 0.08% | 1,586 | 3 | 0.2% | $248 | 加仓 |
| ABBV | ABBVIE INC | $13.13万 | 0.08% | 522 | -1 | -0.2% | -$252 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $13.18万 | 0.08% | 919 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $13.51万 | 0.08% | 2,790 | -478 | -14.6% | -$2.31万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $14.01万 | 0.09% | 1,775 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $14.05万 | 0.09% | 982 | -123 | -11.1% | -$1.76万 | 减仓 |
| FAST | FASTENAL CO | $14.15万 | 0.09% | 2,946 | -4 | -0.1% | -$192 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $14.29万 | 0.09% | 13,181 | -9,304 | -41.4% | -$10.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $14.38万 | 0.09% | 642 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $14.42万 | 0.09% | 1,593 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $14.48万 | 0.09% | 693 | 1 | 0.1% | $209 | 加仓 |
| DHR | DANAHER CORP DEL | $14.50万 | 0.09% | 761 | -348 | -31.4% | -$6.63万 | 减仓 |
| PSFF | PACER FDS TR | $14.58万 | 0.09% | 4,250 | 4,250 | — | $14.58万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $14.61万 | 0.09% | 2,403 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $14.65万 | 0.09% | 433 | 4 | 0.9% | $1,353 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $14.67万 | 0.09% | 6,776 | -464 | -6.4% | -$1.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $14.68万 | 0.09% | 2,576 | 392 | 17.9% | $2.23万 | 加仓 |
| NKE | NIKE INC | $14.80万 | 0.09% | 3,605 | -432 | -10.7% | -$1.77万 | 减仓 |
| NET | CLOUDFLARE INC | $14.91万 | 0.09% | 608 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $14.92万 | 0.09% | 1,307 | -271 | -17.2% | -$3.09万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $14.97万 | 0.09% | 240 | -36 | -13.0% | -$2.24万 | 减仓 |
| PAYX | PAYCHEX INC | $15.16万 | 0.09% | 1,542 | -78 | -4.8% | -$7,670 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $15.37万 | 0.10% | 1,710 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $15.46万 | 0.10% | 1,299 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $15.60万 | 0.10% | 599 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $16.02万 | 0.10% | 286 | -1 | -0.3% | -$560 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $16.14万 | 0.10% | 326 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $16.20万 | 0.10% | 8,245 | -220 | -2.6% | -$4,323 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $16.27万 | 0.10% | 655 | 365 | 125.9% | $9.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $16.49万 | 0.10% | 925 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $16.70万 | 0.10% | 8,800 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $16.72万 | 0.10% | 8,489 | -439 | -4.9% | -$8,648 | 减仓 |
| TER | TERADYNE INC | $17.47万 | 0.11% | 361 | 0 | 0.0% | — | 不变 |