Murphy & Mullick Capital Management Corp
SMITHTOWN NY · SEC CIK 0002047271
$1.35亿2026Q1 申报市值
726持仓数
25.2%前十大占比 · 第一大 3.9%
24 / 137新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VT 加仓+$76.63万
RSP 加仓+$49.91万
AZN 新建仓+$40.29万
VOO 加仓+$35.08万
VTI 加仓+$35.06万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$59.70万
AZN 清仓-$37.90万
EBAY 减仓-$21.57万
TSM 减仓-$19.73万
GOOGL 减仓-$18.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $13.95万 | 0.10% | 1,105 | -845 | -43.3% | -$10.67万 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $14.17万 | 0.10% | 1,326 | 0 | 0.0% | — | 不变 |
| XRT | SPDR S&P RETAIL | $14.20万 | 0.11% | 1,765 | 1,765 | — | $14.20万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $14.28万 | 0.11% | 508 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $14.31万 | 0.11% | 202 | 2 | 1.0% | $1,417 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $14.80万 | 0.11% | 599 | -62 | -9.4% | -$1.53万 | 减仓 |
| PAYX | PAYCHEX INC | $14.92万 | 0.11% | 1,620 | -28 | -1.7% | -$2,579 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECT ETF | $14.94万 | 0.11% | 1,867 | 1,050 | 128.5% | $8.40万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $15.13万 | 0.11% | 7,240 | -61 | -0.8% | -$1,275 | 减仓 |
| MSCI | MSCI INC | $15.47万 | 0.11% | 287 | -7 | -2.4% | -$3,773 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $15.54万 | 0.11% | 1,569 | 15 | 1.0% | $1,486 | 加仓 |
| BKNG | BOOKING HLDGS INC | $15.58万 | 0.12% | 37 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $15.70万 | 0.12% | 3,268 | -1,586 | -32.7% | -$7.62万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $16.10万 | 0.12% | 649 | 60 | 10.2% | $1.49万 | 加仓 |
| LOW | LOWES COS INC | $17.23万 | 0.13% | 729 | 10 | 1.4% | $2,364 | 加仓 |
| CRM | SALESFORCE INC | $17.31万 | 0.13% | 927 | -275 | -22.9% | -$5.14万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.33万 | 0.13% | 8,928 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC | $17.50万 | 0.13% | 1,791 | -141 | -7.3% | -$1.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $17.89万 | 0.13% | 364 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 | $18.43万 | 0.14% | 1,680 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $18.55万 | 0.14% | 1,636 | 127 | 8.4% | $1.44万 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $18.84万 | 0.14% | 3,012 | 20 | 0.7% | $1,251 | 加仓 |
| BA | BOEING CO | $19.03万 | 0.14% | 956 | 170 | 21.6% | $3.38万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $19.35万 | 0.14% | 1,179 | -215 | -15.4% | -$3.53万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND | $19.52万 | 0.14% | 2,489 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.79万 | 0.15% | 413 | 10 | 2.5% | $4,792 | 加仓 |
| FAPR | FIRST TR EXCHANGE-TRADED FD VI | $19.98万 | 0.15% | 4,450 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $20.48万 | 0.15% | 2,125 | -992 | -31.8% | -$9.56万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $20.92万 | 0.15% | 8,159 | -600 | -6.9% | -$1.54万 | 减仓 |
| DHR | DANAHER CORP | $21.03万 | 0.16% | 1,109 | -105 | -8.6% | -$1.99万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $21.27万 | 0.16% | 407 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $21.32万 | 0.16% | 4,037 | -405 | -9.1% | -$2.14万 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $21.32万 | 0.16% | 276 | -5 | -1.8% | -$3,863 | 减仓 |
| NVO | NOVO-NORDISK A S | $21.36万 | 0.16% | 5,813 | -542 | -8.5% | -$1.99万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $21.62万 | 0.16% | 331 | 10 | 3.1% | $6,532 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH | $21.83万 | 0.16% | 2,341 | -938 | -28.6% | -$8.75万 | 减仓 |
| EEM | ISHARES MSCI EMERGING | $21.87万 | 0.16% | 3,851 | 250 | 6.9% | $1.42万 | 加仓 |
| — | ARCOSA INC | $21.92万 | 0.16% | 2,065 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.05万 | 0.16% | 382 | 58 | 17.9% | $3.35万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND F | $22.05万 | 0.16% | 1,112 | -183 | -14.1% | -$3.63万 | 减仓 |
| — | EXXON MOBIL CORP | $22.05万 | 0.16% | 1,300 | 11 | 0.9% | $1,866 | 加仓 |
| CHWY | CHEWY INC | $22.86万 | 0.17% | 8,465 | 350 | 4.3% | $9,450 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.99万 | 0.17% | 1,592 | 1 | 0.1% | $144 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE | $23.17万 | 0.17% | 9,978 | -132 | -1.3% | -$3,065 | 减仓 |
| GNRC | GENERAC HLDGS INC | $23.54万 | 0.17% | 1,205 | -30 | -2.4% | -$5,860 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $23.98万 | 0.18% | 3,954 | 646 | 19.5% | $3.92万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $24.11万 | 0.18% | 3,626 | 720 | 24.8% | $4.79万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.12万 | 0.18% | 399 | 3 | 0.8% | $1,813 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $24.16万 | 0.18% | 1,578 | 65 | 4.3% | $9,952 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $24.33万 | 0.18% | 3,075 | 2,990 | 3,517.6% | $23.66万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $24.46万 | 0.18% | 22,485 | -799 | -3.4% | -$8,693 | 减仓 |
| SPGI | S&P GLOBAL INC | $24.92万 | 0.18% | 586 | -17 | -2.8% | -$7,231 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.07万 | 0.19% | 1,235 | -45 | -3.5% | -$9,134 | 减仓 |
| MKL | MARKEL GROUP INC | $25.07万 | 0.19% | 131 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $25.56万 | 0.19% | 1,365 | -30 | -2.2% | -$5,618 | 减仓 |
| TGT | TARGET CORP | $26.68万 | 0.20% | 2,201 | 319 | 17.0% | $3.87万 | 加仓 |
| MA | MASTERCARD INC | $27.18万 | 0.20% | 544 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $27.68万 | 0.20% | 3,193 | 1,007 | 46.1% | $8.73万 | 加仓 |
| HDB | HDFC BANK LTD | $27.87万 | 0.21% | 11,200 | -1,806 | -13.9% | -$4.49万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.19万 | 0.21% | 2,121 | 382 | 22.0% | $5.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $28.51万 | 0.21% | 834 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK ENERGY & RESOU | $28.76万 | 0.21% | 299 | -1 | -0.3% | -$962 | 减仓 |
| — | GLOBAL X FDS | $28.85万 | 0.21% | 13,714 | -650 | -4.5% | -$1.37万 | 减仓 |
| UNP | UNION PAC CORP | $30.77万 | 0.23% | 1,268 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.13万 | 0.23% | 1,030 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD | $31.41万 | 0.23% | 4,070 | -278 | -6.4% | -$2.15万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $31.44万 | 0.23% | 911 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $32.22万 | 0.24% | 7,248 | -501 | -6.5% | -$2.23万 | 减仓 |
| INDA | ISHARES MSCI INDIA | $32.41万 | 0.24% | 6,920 | -50 | -0.7% | -$2,342 | 减仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $33.08万 | 0.24% | 12,432 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTERNATIONAL VALUE | $34.04万 | 0.25% | 3,975 | 3,975 | — | $34.04万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $34.19万 | 0.25% | 4,171 | 701 | 20.2% | $5.75万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.02万 | 0.26% | 3,908 | 158 | 4.2% | $1.42万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.38万 | 0.26% | 7,167 | 859 | 13.6% | $4.24万 | 加仓 |
| KRE | SPDR S&P REGIONAL BANKING | $35.58万 | 0.26% | 5,462 | 714 | 15.0% | $4.65万 | 加仓 |
| MTZ | MASTEC INC | $36.03万 | 0.27% | 1,120 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $36.11万 | 0.27% | 1,872 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $36.58万 | 0.27% | 2,979 | -90 | -2.9% | -$1.11万 | 减仓 |
| WDAY | WORKDAY INC | $36.60万 | 0.27% | 2,817 | -713 | -20.2% | -$9.26万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $36.97万 | 0.27% | 2,732 | -51 | -1.8% | -$6,902 | 减仓 |
| UPS | UNITED PARCEL SVC INC | $37.77万 | 0.28% | 3,839 | -10 | -0.3% | -$984 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $38.00万 | 0.28% | 1,937 | -75 | -3.7% | -$1.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $39.81万 | 0.29% | 1,628 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET | $39.93万 | 0.30% | 15,908 | -609 | -3.7% | -$1.53万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $39.99万 | 0.30% | 8,715 | 2,305 | 36.0% | $10.58万 | 加仓 |
| AZN | ASTRAZENECA PLC | $40.29万 | 0.30% | 2,047 | 2,047 | — | $40.29万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $40.88万 | 0.30% | 4,402 | -88 | -2.0% | -$8,173 | 减仓 |
| KLAC | KLA CORP | $41.08万 | 0.30% | 279 | -11 | -3.8% | -$1.62万 | 减仓 |
| GOOG | ALPHABET INC | $41.49万 | 0.31% | 1,446 | 5 | 0.3% | $1,435 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANG | $41.98万 | 0.31% | 2,669 | -57 | -2.1% | -$8,965 | 减仓 |
| ABT | ABBOTT LABS | $42.88万 | 0.32% | 4,176 | -698 | -14.3% | -$7.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.73万 | 0.32% | 1,120 | -14 | -1.2% | -$5,466 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.83万 | 0.32% | 2,001 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $45.25万 | 0.33% | 1,402 | -30 | -2.1% | -$9,683 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $47.50万 | 0.35% | 8,789 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $47.63万 | 0.35% | 141 | -2 | -1.4% | -$6,756 | 减仓 |
| CSX | CSX CORP | $48.34万 | 0.36% | 11,777 | 1 | 0.0% | $41 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $48.86万 | 0.36% | 2,249 | -79 | -3.4% | -$1.72万 | 减仓 |
| EME | EMCOR GROUP INC | $50.21万 | 0.37% | 680 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHANGE-TRADED FD VI | $50.82万 | 0.38% | 15,050 | 3,500 | 30.3% | $11.82万 | 加仓 |