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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $533.43万 | 3.95% | 30,587 | 36 | 0.1% | $6,278 | 加仓 |
| TSLA | TESLA INC | $409.56万 | 3.03% | 11,017 | 62 | 0.6% | $2.30万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $391.01万 | 2.89% | 134,230 | 3,610 | 2.8% | $10.52万 | 加仓 |
| AVGO | BROADCOM INC | $369.61万 | 2.73% | 11,942 | -1,929 | -13.9% | -$59.70万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $340.62万 | 2.52% | 110,018 | -945 | -0.9% | -$2.93万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP | $312.24万 | 2.31% | 102,375 | 6,250 | 6.5% | $19.06万 | 加仓 |
| GOOGL | ALPHABET INC | $288.60万 | 2.14% | 10,036 | -633 | -5.9% | -$18.20万 | 减仓 |
| VT | VANGUARD TOTAL WORLD | $258.43万 | 1.91% | 18,683 | 5,540 | 42.2% | $76.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $255.70万 | 1.89% | 6,908 | -342 | -4.7% | -$12.66万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $251.40万 | 1.86% | 86,451 | -866 | -1.0% | -$2.52万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $250.97万 | 1.86% | 101,401 | -194 | -0.2% | -$4,802 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $234.10万 | 1.73% | 3,600 | 11 | 0.3% | $7,153 | 加仓 |
| AAPL | APPLE INC | $227.18万 | 1.68% | 8,952 | 114 | 1.3% | $2.89万 | 加仓 |
| ASML | ASML HLDG NV | $199.18万 | 1.47% | 1,508 | -16 | -1.0% | -$2.11万 | 减仓 |
| AMZN | AMAZON.COM INC | $198.34万 | 1.47% | 9,523 | -64 | -0.7% | -$1.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $177.72万 | 1.31% | 12,149 | -177 | -1.4% | -$2.59万 | 减仓 |
| SPTM | SPDR PORT S&P 1500 COMPS STK MKT | $164.12万 | 1.21% | 20,759 | 2,953 | 16.6% | $23.35万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK | $160.50万 | 1.19% | 5,003 | 1,093 | 28.0% | $35.06万 | 加仓 |
| GE | GE AEROSPACE | $152.78万 | 1.13% | 5,384 | 6 | 0.1% | $1,703 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $146.90万 | 1.09% | 7,221 | -126 | -1.7% | -$2.56万 | 减仓 |
| META | META PLATFORMS INC | $144.02万 | 1.07% | 2,517 | 36 | 1.5% | $2.06万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $140.57万 | 1.04% | 3,148 | -38 | -1.2% | -$1.70万 | 减仓 |
| VCIT | VANGUARD | $139.71万 | 1.03% | 16,883 | -700 | -4.0% | -$5.79万 | 减仓 |
| MRK | MERCK & CO. INC. | $136.19万 | 1.01% | 11,322 | 2,308 | 25.6% | $27.76万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | $131.57万 | 0.97% | 23,212 | 1,536 | 7.1% | $8.71万 | 加仓 |
| LLY | ELI LILLY & CO | $129.32万 | 0.96% | 1,406 | 4 | 0.3% | $3,679 | 加仓 |
| GEV | GE VERNOVA INC | $119.94万 | 0.89% | 1,374 | 13 | 1.0% | $1.13万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $115.65万 | 0.86% | 7,888 | 2,070 | 35.6% | $30.35万 | 加仓 |
| DE | DEERE & CO | $114.35万 | 0.85% | 2,030 | -9 | -0.4% | -$5,070 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $114.05万 | 0.84% | 3,877 | 400 | 11.5% | $11.77万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $111.23万 | 0.82% | 18,157 | 3,155 | 21.0% | $19.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $109.66万 | 0.81% | 15,246 | -1,787 | -10.5% | -$12.85万 | 减仓 |
| CLH | CLEAN HBRS INC | $109.13万 | 0.81% | 3,806 | -40 | -1.0% | -$1.15万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $101.97万 | 0.75% | 2,401 | -68 | -2.8% | -$2.89万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $101.40万 | 0.75% | 3,531 | -73 | -2.0% | -$2.10万 | 减仓 |
| FLR | FLUOR CORP NEW | $101.33万 | 0.75% | 21,722 | -505 | -2.3% | -$2.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $89.39万 | 0.66% | 2,646 | -384 | -12.7% | -$12.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $88.80万 | 0.66% | 1,050 | 104 | 11.0% | $8.80万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $86.02万 | 0.64% | 1,866 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL | $85.07万 | 0.63% | 18,201 | -164 | -0.9% | -$7,665 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $84.47万 | 0.63% | 39,308 | -443 | -1.1% | -$9,520 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS | $80.91万 | 0.60% | 24,555 | -143 | -0.6% | -$4,712 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $79.83万 | 0.59% | 1,336 | 587 | 78.4% | $35.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M F | $78.87万 | 0.58% | 2,334 | -584 | -20.0% | -$19.73万 | 减仓 |
| NFLX | NETFLIX INC | $77.86万 | 0.58% | 8,098 | 410 | 5.3% | $3.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.38万 | 0.57% | 777 | 23 | 3.1% | $2.29万 | 加仓 |
| LRCX | LAM RESH CORP | $75.42万 | 0.56% | 3,530 | -30 | -0.8% | -$6,410 | 减仓 |
| WMT | WALMART INC | $75.00万 | 0.55% | 6,035 | 199 | 3.4% | $2.47万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $74.00万 | 0.55% | 6,790 | 1,867 | 37.9% | $20.35万 | 加仓 |
| XAR | SPDR S&P AEROSPACE & DEFENSE | $73.91万 | 0.55% | 2,910 | 1,134 | 63.9% | $28.80万 | 加仓 |
| SMH | VANECK ETF TRUST | $73.08万 | 0.54% | 1,906 | 450 | 30.9% | $17.25万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE | $72.68万 | 0.54% | 1,569 | 505 | 47.5% | $23.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $71.56万 | 0.53% | 3,114 | 30 | 1.0% | $6,894 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $60.63万 | 0.45% | 3,782 | 47 | 1.3% | $7,535 | 加仓 |
| NOW | SERVICENOW INC | $60.53万 | 0.45% | 5,790 | 70 | 1.2% | $7,319 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.38万 | 0.45% | 7,617 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $60.17万 | 0.45% | 348 | -2 | -0.6% | -$3,458 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INC | $57.71万 | 0.43% | 10,394 | 1,213 | 13.2% | $6.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.34万 | 0.42% | 2,119 | -312 | -12.8% | -$8.44万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $54.13万 | 0.40% | 2,820 | 2,600 | 1,181.8% | $49.91万 | 加仓 |
| HD | HOME DEPOT INC | $53.08万 | 0.39% | 1,614 | -15 | -0.9% | -$4,933 | 减仓 |
| VEEV | VEEVA SYS INC | $52.05万 | 0.39% | 2,963 | -107 | -3.5% | -$1.88万 | 减仓 |
| PFE | PFIZER INC | $51.15万 | 0.38% | 18,214 | 883 | 5.1% | $2.48万 | 加仓 |
| BUFR | FIRST TR EXCHANGE-TRADED FD VI | $50.82万 | 0.38% | 15,050 | 3,500 | 30.3% | $11.82万 | 加仓 |
| EME | EMCOR GROUP INC | $50.21万 | 0.37% | 680 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL-CAP VALUE | $48.86万 | 0.36% | 2,249 | -79 | -3.4% | -$1.72万 | 减仓 |
| CSX | CSX CORP | $48.34万 | 0.36% | 11,777 | 1 | 0.0% | $41 | 加仓 |
| AZO | AUTOZONE INC | $47.63万 | 0.35% | 141 | -2 | -1.4% | -$6,756 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $47.50万 | 0.35% | 8,789 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $45.25万 | 0.33% | 1,402 | -30 | -2.1% | -$9,683 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.83万 | 0.32% | 2,001 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $43.73万 | 0.32% | 1,120 | -14 | -1.2% | -$5,466 | 减仓 |
| ABT | ABBOTT LABS | $42.88万 | 0.32% | 4,176 | -698 | -14.3% | -$7.17万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANG | $41.98万 | 0.31% | 2,669 | -57 | -2.1% | -$8,965 | 减仓 |
| GOOG | ALPHABET INC | $41.49万 | 0.31% | 1,446 | 5 | 0.3% | $1,435 | 加仓 |
| KLAC | KLA CORP | $41.08万 | 0.30% | 279 | -11 | -3.8% | -$1.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $40.88万 | 0.30% | 4,402 | -88 | -2.0% | -$8,173 | 减仓 |
| AZN | ASTRAZENECA PLC | $40.29万 | 0.30% | 2,047 | 2,047 | — | $40.29万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $39.99万 | 0.30% | 8,715 | 2,305 | 36.0% | $10.58万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET | $39.93万 | 0.30% | 15,908 | -609 | -3.7% | -$1.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $39.81万 | 0.29% | 1,628 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX | $38.00万 | 0.28% | 1,937 | -75 | -3.7% | -$1.47万 | 减仓 |
| UPS | UNITED PARCEL SVC INC | $37.77万 | 0.28% | 3,839 | -10 | -0.3% | -$984 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $36.97万 | 0.27% | 2,732 | -51 | -1.8% | -$6,902 | 减仓 |
| WDAY | WORKDAY INC | $36.60万 | 0.27% | 2,817 | -713 | -20.2% | -$9.26万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.58万 | 0.27% | 2,979 | -90 | -2.9% | -$1.11万 | 减仓 |
| RTX | RTX CORP | $36.11万 | 0.27% | 1,872 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $36.03万 | 0.27% | 1,120 | 0 | 0.0% | — | 不变 |
| KRE | SPDR S&P REGIONAL BANKING | $35.58万 | 0.26% | 5,462 | 714 | 15.0% | $4.65万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.38万 | 0.26% | 7,167 | 859 | 13.6% | $4.24万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.02万 | 0.26% | 3,908 | 158 | 4.2% | $1.42万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $34.19万 | 0.25% | 4,171 | 701 | 20.2% | $5.75万 | 加仓 |
| JIVE | JPMORGAN INTERNATIONAL VALUE | $34.04万 | 0.25% | 3,975 | 3,975 | — | $34.04万 | 新建仓 |
| SCHP | SCHWAB U.S. TIPS ETF | $33.08万 | 0.24% | 12,432 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA | $32.41万 | 0.24% | 6,920 | -50 | -0.7% | -$2,342 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $32.22万 | 0.24% | 7,248 | -501 | -6.5% | -$2.23万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $31.44万 | 0.23% | 911 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD | $31.41万 | 0.23% | 4,070 | -278 | -6.4% | -$2.15万 | 减仓 |
| V | VISA INC | $31.13万 | 0.23% | 1,030 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $30.77万 | 0.23% | 1,268 | 0 | 0.0% | — | 不变 |