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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $81.06万 | 0.50% | 22,355 | -2,200 | -9.0% | -$7.98万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.81万 | 0.51% | 1,072 | -48 | -4.3% | -$3.66万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $81.98万 | 0.51% | 6,990 | 200 | 2.9% | $2.35万 | 加仓 |
| KLAC | KLA CORP | $84.18万 | 0.52% | 2,790 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $87.58万 | 0.54% | 18,201 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $90.20万 | 0.56% | 2,170 | 51 | 2.4% | $2.12万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $92.41万 | 0.57% | 39,024 | -284 | -0.7% | -$6,725 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $96.54万 | 0.60% | 18,176 | 19 | 0.1% | $1,009 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $98.90万 | 0.61% | 11,966 | -4,917 | -29.1% | -$40.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $111.46万 | 0.69% | 2,334 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $113.26万 | 0.70% | 15,696 | 450 | 3.0% | $3.25万 | 加仓 |
| CLH | CLEAN HARBORS INC | $113.53万 | 0.70% | 3,800 | -6 | -0.2% | -$1,793 | 减仓 |
| VO | VANGUARD INDEX FDS | $113.60万 | 0.70% | 14,100 | -24 | -0.2% | -$1,934 | 减仓 |
| FLR | FLUOR CORP | $113.61万 | 0.70% | 21,685 | -37 | -0.2% | -$1,938 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $113.97万 | 0.71% | 5,257 | 2,437 | 86.4% | $52.83万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.26万 | 0.72% | 3,380 | -402 | -10.6% | -$13.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $123.42万 | 0.77% | 1,215 | 165 | 15.7% | $16.76万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $125.82万 | 0.78% | 2,409 | 840 | 53.5% | $43.87万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $127.37万 | 0.79% | 2,272 | -129 | -5.4% | -$7.23万 | 减仓 |
| DE | DEERE & CO | $128.77万 | 0.80% | 2,030 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $133.52万 | 0.83% | 1,944 | 608 | 45.5% | $41.76万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $133.96万 | 0.83% | 8,443 | 555 | 7.0% | $8.81万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $135.83万 | 0.84% | 24,051 | 839 | 3.6% | $4.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $139.63万 | 0.87% | 12,068 | -81 | -0.7% | -$9,372 | 减仓 |
| META | META PLATFORMS INC | $142.70万 | 0.89% | 2,563 | 46 | 1.8% | $2.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $142.92万 | 0.89% | 4,346 | 469 | 12.1% | $15.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $145.73万 | 0.90% | 3,363 | -167 | -4.7% | -$7.24万 | 减仓 |
| MRK | MERCK & CO INC | $147.44万 | 0.91% | 11,473 | 151 | 1.3% | $1.94万 | 加仓 |
| SMH | VANECK ETF TRUST | $153.28万 | 0.95% | 2,337 | 431 | 22.6% | $28.27万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $156.12万 | 0.97% | 3,143 | -5 | -0.2% | -$2,484 | 减仓 |
| GEV | GE VERNOVA INC | $163.07万 | 1.01% | 1,388 | 14 | 1.0% | $1.64万 | 加仓 |
| LLY | ELI LILLY & CO | $169.84万 | 1.05% | 1,416 | 10 | 0.7% | $1.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $192.75万 | 1.20% | 5,209 | 206 | 4.1% | $7.62万 | 加仓 |
| GE | GE AEROSPACE | $201.78万 | 1.25% | 5,399 | 15 | 0.3% | $5,606 | 加仓 |
| AMZN | AMAZON COM INC | $222.44万 | 1.38% | 9,333 | -190 | -2.0% | -$4.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $239.26万 | 1.48% | 6,414 | -494 | -7.2% | -$18.43万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $248.40万 | 1.54% | 2,152 | -494 | -18.7% | -$57.02万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $256.59万 | 1.59% | 28,262 | 7,503 | 36.1% | $68.12万 | 加仓 |
| AAPL | APPLE INC | $264.61万 | 1.64% | 9,143 | 191 | 2.1% | $5.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $280.21万 | 1.74% | 101,159 | -242 | -0.2% | -$6,703 | 减仓 |
| ASML | ASML HLDG NV | $300.01万 | 1.86% | 1,508 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $311.71万 | 1.93% | 86,275 | -176 | -0.2% | -$6,359 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $315.37万 | 1.96% | 20,094 | 1,411 | 7.6% | $22.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.32万 | 1.98% | 4,276 | 676 | 18.8% | $50.48万 | 加仓 |
| GOOGL | ALPHABET INC | $360.69万 | 2.24% | 10,093 | 57 | 0.6% | $2.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $374.57万 | 2.32% | 107,605 | 5,230 | 5.1% | $18.21万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $406.28万 | 2.52% | 110,193 | 175 | 0.2% | $6,452 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $406.93万 | 2.52% | 7,005 | -216 | -3.0% | -$12.55万 | 减仓 |
| AVGO | BROADCOM INC | $449.73万 | 2.79% | 11,905 | -37 | -0.3% | -$1.40万 | 减仓 |
| TSLA | TESLA INC | $454.58万 | 2.82% | 10,808 | -209 | -1.9% | -$8.79万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $479.80万 | 2.98% | 141,784 | 7,554 | 5.6% | $25.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $608.82万 | 3.78% | 30,427 | -160 | -0.5% | -$3.20万 | 减仓 |