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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $28.85万 | 0.21% | 13,714 | -650 | -4.5% | -$1.37万 | 减仓 |
| BLK | BLACKROCK ENERGY & RESOU | $28.76万 | 0.21% | 299 | -1 | -0.3% | -$962 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.51万 | 0.21% | 834 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.19万 | 0.21% | 2,121 | 382 | 22.0% | $5.08万 | 加仓 |
| HDB | HDFC BANK LTD | $27.87万 | 0.21% | 11,200 | -1,806 | -13.9% | -$4.49万 | 减仓 |
| TLT | ISHARES TR | $27.68万 | 0.20% | 3,193 | 1,007 | 46.1% | $8.73万 | 加仓 |
| MA | MASTERCARD INC | $27.18万 | 0.20% | 544 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $26.68万 | 0.20% | 2,201 | 319 | 17.0% | $3.87万 | 加仓 |
| RRX | REGAL REXNORD CORP | $25.56万 | 0.19% | 1,365 | -30 | -2.2% | -$5,618 | 减仓 |
| MKL | MARKEL GROUP INC | $25.07万 | 0.19% | 131 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $25.07万 | 0.19% | 1,235 | -45 | -3.5% | -$9,134 | 减仓 |
| SPGI | S&P GLOBAL INC | $24.92万 | 0.18% | 586 | -17 | -2.8% | -$7,231 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $24.46万 | 0.18% | 22,485 | -799 | -3.4% | -$8,693 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $24.33万 | 0.18% | 3,075 | 2,990 | 3,517.6% | $23.66万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $24.16万 | 0.18% | 1,578 | 65 | 4.3% | $9,952 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $24.12万 | 0.18% | 399 | 3 | 0.8% | $1,813 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $24.11万 | 0.18% | 3,626 | 720 | 24.8% | $4.79万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $23.98万 | 0.18% | 3,954 | 646 | 19.5% | $3.92万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $23.54万 | 0.17% | 1,205 | -30 | -2.4% | -$5,860 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE | $23.17万 | 0.17% | 9,978 | -132 | -1.3% | -$3,065 | 减仓 |
| PG | PROCTER & GAMBLE CO | $22.99万 | 0.17% | 1,592 | 1 | 0.1% | $144 | 加仓 |
| CHWY | CHEWY INC | $22.86万 | 0.17% | 8,465 | 350 | 4.3% | $9,450 | 加仓 |
| — | EXXON MOBIL CORP | $22.05万 | 0.16% | 1,300 | 11 | 0.9% | $1,866 | 加仓 |
| ACN | ACCENTURE PLC IRELAND F | $22.05万 | 0.16% | 1,112 | -183 | -14.1% | -$3.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.05万 | 0.16% | 382 | 58 | 17.9% | $3.35万 | 加仓 |
| — | ARCOSA INC | $21.92万 | 0.16% | 2,065 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING | $21.87万 | 0.16% | 3,851 | 250 | 6.9% | $1.42万 | 加仓 |
| HYS | PIMCO 0-5 YEAR HIGH | $21.83万 | 0.16% | 2,341 | -938 | -28.6% | -$8.75万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $21.62万 | 0.16% | 331 | 10 | 3.1% | $6,532 | 加仓 |
| NVO | NOVO-NORDISK A S | $21.36万 | 0.16% | 5,813 | -542 | -8.5% | -$1.99万 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $21.32万 | 0.16% | 276 | -5 | -1.8% | -$3,863 | 减仓 |
| NKE | NIKE INC | $21.32万 | 0.16% | 4,037 | -405 | -9.1% | -$2.14万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $21.27万 | 0.16% | 407 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $21.03万 | 0.16% | 1,109 | -105 | -8.6% | -$1.99万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $20.92万 | 0.15% | 8,159 | -600 | -6.9% | -$1.54万 | 减仓 |
| DIS | DISNEY WALT CO | $20.48万 | 0.15% | 2,125 | -992 | -31.8% | -$9.56万 | 减仓 |
| FAPR | FIRST TR EXCHANGE-TRADED FD VI | $19.98万 | 0.15% | 4,450 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.79万 | 0.15% | 413 | 10 | 2.5% | $4,792 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND | $19.52万 | 0.14% | 2,489 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $19.35万 | 0.14% | 1,179 | -215 | -15.4% | -$3.53万 | 减仓 |
| BA | BOEING CO | $19.03万 | 0.14% | 956 | 170 | 21.6% | $3.38万 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $18.84万 | 0.14% | 3,012 | 20 | 0.7% | $1,251 | 加仓 |
| C | CITIGROUP INC | $18.55万 | 0.14% | 1,636 | 127 | 8.4% | $1.44万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 | $18.43万 | 0.14% | 1,680 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $17.89万 | 0.13% | 364 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC | $17.50万 | 0.13% | 1,791 | -141 | -7.3% | -$1.38万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $17.33万 | 0.13% | 8,928 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $17.31万 | 0.13% | 927 | -275 | -22.9% | -$5.14万 | 减仓 |
| LOW | LOWES COS INC | $17.23万 | 0.13% | 729 | 10 | 1.4% | $2,364 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $16.10万 | 0.12% | 649 | 60 | 10.2% | $1.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $15.70万 | 0.12% | 3,268 | -1,586 | -32.7% | -$7.62万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $15.58万 | 0.12% | 37 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $15.54万 | 0.11% | 1,569 | 15 | 1.0% | $1,486 | 加仓 |
| MSCI | MSCI INC | $15.47万 | 0.11% | 287 | -7 | -2.4% | -$3,773 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $15.13万 | 0.11% | 7,240 | -61 | -0.8% | -$1,275 | 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 |
| PAYX | PAYCHEX INC | $14.92万 | 0.11% | 1,620 | -28 | -1.7% | -$2,579 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $14.80万 | 0.11% | 599 | -62 | -9.4% | -$1.53万 | 减仓 |
| CAT | CATERPILLAR INC | $14.31万 | 0.11% | 202 | 2 | 1.0% | $1,417 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $14.28万 | 0.11% | 508 | 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 |
| CIGI | COLLIERS INTL GROUP INC | $14.17万 | 0.10% | 1,326 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $13.95万 | 0.10% | 1,105 | -845 | -43.3% | -$10.67万 | 减仓 |
| FAST | FASTENAL CO | $13.69万 | 0.10% | 2,950 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR | $13.60万 | 0.10% | 2,403 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $13.25万 | 0.10% | 876 | -195 | -18.2% | -$2.95万 | 减仓 |
| CSCO | CISCO SYS INC | $13.19万 | 0.10% | 1,700 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $13.18万 | 0.10% | 1,902 | 555 | 41.2% | $3.85万 | 加仓 |
| ADBE | ADOBE INC | $13.15万 | 0.10% | 541 | -286 | -34.6% | -$6.95万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $13.04万 | 0.10% | 642 | 95 | 17.4% | $1.93万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $12.98万 | 0.10% | 429 | 20 | 4.9% | $6,050 | 加仓 |
| EL | LAUDER ESTEE COS INC | $12.74万 | 0.09% | 1,775 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR | $12.72万 | 0.09% | 1,299 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $12.60万 | 0.09% | 1,583 | 3 | 0.2% | $239 | 加仓 |
| MCD | MCDONALDS CORP | $12.56万 | 0.09% | 404 | 7 | 1.8% | $2,176 | 加仓 |
| NET | CLOUDFLARE INC | $12.55万 | 0.09% | 608 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $12.37万 | 0.09% | 636 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $11.92万 | 0.09% | 2,446 | 39 | 1.6% | $1,900 | 加仓 |
| DDOG | DATADOG INC | $11.85万 | 0.09% | 1,004 | -266 | -20.9% | -$3.14万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $11.70万 | 0.09% | 326 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $11.62万 | 0.09% | 1,066 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $11.39万 | 0.08% | 692 | -34 | -4.7% | -$5,594 | 减仓 |
| ABBV | ABBVIE INC | $11.38万 | 0.08% | 523 | 1 | 0.2% | $218 | 加仓 |
| PODD | INSULET CORP | $11.33万 | 0.08% | 540 | -240 | -30.8% | -$5.04万 | 减仓 |
| ADSK | AUTODESK INC | $11.04万 | 0.08% | 461 | -135 | -22.7% | -$3.23万 | 减仓 |
| VOYA | VOYA FINL INC | $10.88万 | 0.08% | 1,593 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $10.80万 | 0.08% | 4,755 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $10.74万 | 0.08% | 4,735 | -1,390 | -22.7% | -$3.15万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $10.72万 | 0.08% | 1,710 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $10.70万 | 0.08% | 361 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $10.64万 | 0.08% | 2,184 | 259 | 13.5% | $1.26万 | 加仓 |
| MP | MP MATLS CORP | $10.62万 | 0.08% | 2,200 | 1,200 | 120.0% | $5.79万 | 加仓 |
| NXT | NEXTPOWER INC | $10.55万 | 0.08% | 875 | -250 | -22.2% | -$3.01万 | 减仓 |
| MGNI | MAGNITE INC | $10.45万 | 0.08% | 8,800 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $10.44万 | 0.08% | 880 | -632 | -41.8% | -$7.50万 | 减仓 |
| VHT | VANGUARD WORLD FD | $10.16万 | 0.08% | 373 | -53 | -12.4% | -$1.44万 | 减仓 |
| SYK | STRYKER CORP | $10.15万 | 0.08% | 309 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $10.15万 | 0.08% | 557 | -46 | -7.6% | -$8,380 | 减仓 |
| — | WAHED FTSE USA SHARIAH | $10.08万 | 0.07% | 1,700 | 200 | 13.3% | $1.19万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $10.05万 | 0.07% | 902 | 0 | 0.0% | — | 不变 |