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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corp | $17.49万 | 0.11% | 1,279 | -21 | -1.6% | -$2,871 | 减仓 |
| DIS | DISNEY WALT CO | $17.95万 | 0.11% | 1,865 | -260 | -12.2% | -$2.50万 | 减仓 |
| IWM | ISHARES TR | $18.15万 | 0.11% | 604 | -45 | -6.9% | -$1.35万 | 减仓 |
| BE | BLOOM ENERGY CORP | $18.16万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $18.20万 | 0.11% | 363 | -1 | -0.3% | -$501 | 减仓 |
| ULTA | ULTA BEAUTY INC | $18.31万 | 0.11% | 406 | -1 | -0.2% | -$451 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $18.38万 | 0.11% | 1,185 | -50 | -4.0% | -$7,757 | 减仓 |
| HYS | PIMCO ETF TR | $19.26万 | 0.12% | 2,059 | -282 | -12.0% | -$2.64万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $19.39万 | 0.12% | 2,489 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $19.40万 | 0.12% | 4,150 | -300 | -6.7% | -$1.40万 | 减仓 |
| ALAB | ASTERA LABS INC | $19.42万 | 0.12% | 402 | 8 | 2.0% | $3,864 | 加仓 |
| CSCO | CISCO SYS INC | $20.14万 | 0.12% | 1,715 | 15 | 0.9% | $1,762 | 加仓 |
| MP | MP MATERIALS CORP | $20.16万 | 0.13% | 3,600 | 1,400 | 63.6% | $7.84万 | 加仓 |
| DDOG | DATADOG INC | $20.23万 | 0.13% | 777 | -227 | -22.6% | -$5.91万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.48万 | 0.13% | 403 | 4 | 1.0% | $2,033 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $20.72万 | 0.13% | 1,791 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.97万 | 0.13% | 419 | 6 | 1.5% | $3,002 | 加仓 |
| PG | PROCTER & GAMBLE CO | $20.99万 | 0.13% | 1,432 | -160 | -10.1% | -$2.35万 | 减仓 |
| XRT | SPDR SERIES TRUST | $21.41万 | 0.13% | 2,440 | 675 | 38.2% | $5.92万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.47万 | 0.13% | 1,680 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $21.58万 | 0.13% | 9,328 | -650 | -6.5% | -$1.50万 | 减仓 |
| CAT | CATERPILLAR INC | $21.62万 | 0.13% | 203 | 1 | 0.5% | $1,065 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $22.57万 | 0.14% | 2,943 | -1,127 | -27.7% | -$8.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.80万 | 0.14% | 3,957 | 3 | 0.1% | $173 | 加仓 |
| EEM | ISHARES TR | $23.17万 | 0.14% | 3,386 | -465 | -12.1% | -$3.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $23.87万 | 0.15% | 586 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $23.94万 | 0.15% | 2,575 | -500 | -16.3% | -$4.65万 | 减仓 |
| TLT | ISHARES TR | $24.12万 | 0.15% | 2,791 | -402 | -12.6% | -$3.47万 | 减仓 |
| WDAY | WORKDAY INC | $24.34万 | 0.15% | 1,988 | -829 | -29.4% | -$10.15万 | 减仓 |
| IVV | ISHARES TR | $24.79万 | 0.15% | 331 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $24.79万 | 0.15% | 9,598 | -1,602 | -14.3% | -$4.14万 | 减仓 |
| MKL | MARKEL GROUP INC | $25.58万 | 0.16% | 131 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $25.80万 | 0.16% | 1,848 | 165 | 9.8% | $2.30万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $25.89万 | 0.16% | 2,532 | 630 | 33.1% | $6.44万 | 加仓 |
| NVO | NOVO-NORDISK A S | $26.42万 | 0.16% | 5,511 | -302 | -5.2% | -$1.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.47万 | 0.16% | 911 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $26.79万 | 0.17% | 2,957 | 1,090 | 58.4% | $9.87万 | 加仓 |
| C | CITIGROUP INC | $27.25万 | 0.17% | 1,947 | 311 | 19.0% | $4.35万 | 加仓 |
| BLK | BLACKROCK INC | $27.79万 | 0.17% | 289 | -10 | -3.3% | -$9,616 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.94万 | 0.17% | 544 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $28.64万 | 0.18% | 12,935 | -779 | -5.7% | -$1.72万 | 减仓 |
| TGT | TARGET CORP | $29.15万 | 0.18% | 2,232 | 31 | 1.4% | $4,049 | 加仓 |
| COWZ | PACER FDS TR | $29.95万 | 0.19% | 4,814 | 1,802 | 59.8% | $11.21万 | 加仓 |
| — | ARCOSA INC | $30.00万 | 0.19% | 2,065 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $30.38万 | 0.19% | 2,826 | -1,013 | -26.4% | -$10.89万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $30.54万 | 0.19% | 6,810 | -438 | -6.0% | -$1.96万 | 减仓 |
| NOW | SERVICENOW INC | $30.83万 | 0.19% | 3,105 | -2,685 | -46.4% | -$26.66万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $31.59万 | 0.20% | 891 | 15 | 1.7% | $5,319 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $32.01万 | 0.20% | 12,080 | -352 | -2.8% | -$9,328 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $32.51万 | 0.20% | 1,365 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.85万 | 0.20% | 2,668 | -1 | -0.0% | -$123 | 减仓 |
| INDA | ISHARES TR | $33.19万 | 0.21% | 6,719 | -201 | -2.9% | -$9,929 | 减仓 |
| QQQ | INVESCO QQQ TR | $33.43万 | 0.21% | 454 | 72 | 18.8% | $5.30万 | 加仓 |
| DAL | DELTA AIR LINES INC | $33.50万 | 0.21% | 3,477 | -149 | -4.1% | -$1.44万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $34.05万 | 0.21% | 3,753 | -423 | -10.1% | -$3.84万 | 减仓 |
| UNP | UNION PAC CORP | $34.50万 | 0.21% | 1,268 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.99万 | 0.22% | 1,020 | -10 | -1.0% | -$3,431 | 减仓 |
| BA | BOEING CO | $35.09万 | 0.22% | 1,621 | 665 | 69.6% | $14.40万 | 加仓 |
| RTX | RTX CORPORATION | $35.48万 | 0.22% | 1,870 | -2 | -0.1% | -$379 | 减仓 |
| GNRC | GENERAC HLDGS INC | $35.87万 | 0.22% | 1,225 | 20 | 1.7% | $5,856 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $37.57万 | 0.23% | 7,008 | -159 | -2.2% | -$8,524 | 减仓 |
| NEE | NEXTERA ENERGY INC | $38.63万 | 0.24% | 4,401 | -1 | -0.0% | -$88 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.76万 | 0.24% | 2,047 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $38.85万 | 0.24% | 4,225 | 250 | 6.3% | $2.30万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.95万 | 0.25% | 3,909 | 1 | 0.0% | $102 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $40.92万 | 0.25% | 9,026 | 311 | 3.6% | $1.41万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $40.93万 | 0.25% | 4,928 | 757 | 18.1% | $6.29万 | 加仓 |
| KRE | SPDR SERIES TRUST | $40.99万 | 0.25% | 5,476 | 14 | 0.3% | $1,048 | 加仓 |
| RSG | REPUBLIC SVCS INC | $42.64万 | 0.26% | 2,001 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $43.95万 | 0.27% | 1,730 | 102 | 6.3% | $2.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.58万 | 0.28% | 2,340 | 219 | 10.3% | $4.17万 | 加仓 |
| AZO | AUTOZONE INC | $45.06万 | 0.28% | 141 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $45.27万 | 0.28% | 19,904 | 1,690 | 9.3% | $3.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $45.84万 | 0.28% | 5,801 | -1,816 | -23.8% | -$14.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $45.90万 | 0.28% | 1,541 | -28 | -1.8% | -$8,341 | 减仓 |
| AON | AON PLC | $46.50万 | 0.29% | 1,402 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE | $46.51万 | 0.29% | 274 | -74 | -21.3% | -$12.56万 | 减仓 |
| MTZ | MASTEC INC | $46.60万 | 0.29% | 1,120 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $47.22万 | 0.29% | 1,337 | -109 | -7.5% | -$3.85万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $47.85万 | 0.30% | 1,109 | -70 | -5.9% | -$3.02万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $48.22万 | 0.30% | 13,200 | -1,850 | -12.3% | -$6.76万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $48.27万 | 0.30% | 2,732 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.17万 | 0.32% | 8,573 | -216 | -2.5% | -$1.29万 | 减仓 |
| VEEV | VEEVA SYS INC | $51.31万 | 0.32% | 2,891 | -72 | -2.4% | -$1.28万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $51.85万 | 0.32% | 3,052 | 73 | 2.5% | $1.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $53.11万 | 0.33% | 2,437 | 500 | 25.8% | $10.90万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $53.16万 | 0.33% | 17,358 | 1,450 | 9.1% | $4.44万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $53.24万 | 0.33% | 2,191 | -58 | -2.6% | -$1.41万 | 减仓 |
| AMAT | APPLIED MATLS INC | $55.38万 | 0.34% | 766 | -68 | -8.2% | -$4.92万 | 减仓 |
| CSX | CSX CORP | $55.91万 | 0.35% | 11,762 | -15 | -0.1% | -$713 | 减仓 |
| EME | EMCOR GROUP INC | $56.43万 | 0.35% | 680 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $56.89万 | 0.35% | 1,613 | -1 | -0.1% | -$353 | 减仓 |
| NFLX | NETFLIX INC. | $63.46万 | 0.39% | 8,938 | 840 | 10.4% | $5.96万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $64.16万 | 0.40% | 10,440 | 46 | 0.4% | $2,827 | 加仓 |
| WM | WASTE MGMT INC DEL | $69.38万 | 0.43% | 3,113 | -1 | -0.0% | -$223 | 减仓 |
| WMT | WALMART INC | $69.39万 | 0.43% | 6,126 | 91 | 1.5% | $1.03万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $72.57万 | 0.45% | 24,659 | 16,500 | 202.2% | $48.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $73.45万 | 0.46% | 1,847 | -19 | -1.0% | -$7,556 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.09万 | 0.47% | 802 | 25 | 3.2% | $2.34万 | 加仓 |
| XAR | SPDR SERIES TRUST | $80.17万 | 0.50% | 2,825 | -85 | -2.9% | -$2.41万 | 减仓 |