13F 机构持仓

Murphy & Mullick Capital Management Corp

SMITHTOWN NY · SEC CIK 0002047271

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.8%
SCHG 3.0%
TSLA 2.8%
AVGO 2.8%
AMD 2.5%
SCHM 2.5%
SCHV 2.3%
GOOGL 2.2%
SPY 2.0%
VT 2.0%

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
INDA ISHARES TR $33.19万0.21%6,719 -201-2.9% -$9,929 减仓
ICE INTERCONTINENTAL EXCHANGE IN $32.85万0.20%2,668 -1-0.0% -$123 减仓
RRX REGAL REXNORD CORPORATION $32.51万0.20%1,365 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $32.01万0.20%12,080 -352-2.8% -$9,328 减仓
ARM ARM HOLDINGS PLC $31.59万0.20%891 151.7% $5,319 加仓
NOW SERVICENOW INC $30.83万0.19%3,105 -2,685-46.4% -$26.66万 减仓
VNQI VANGUARD INTL EQUITY INDEX F $30.54万0.19%6,810 -438-6.0% -$1.96万 减仓
UPS UNITED PARCEL SVCS INC $30.38万0.19%2,826 -1,013-26.4% -$10.89万 减仓
— ARCOSA INC $30.00万0.19%2,065 00.0% — 不变
COWZ PACER FDS TR $29.95万0.19%4,814 1,80259.8% $11.21万 加仓
TGT TARGET CORP $29.15万0.18%2,232 311.4% $4,049 加仓
— GLOBAL X FDS $28.64万0.18%12,935 -779-5.7% -$1.72万 减仓
MA MASTERCARD INCORPORATED $27.94万0.17%544 00.0% — 不变
BLK BLACKROCK INC $27.79万0.17%289 -10-3.3% -$9,616 减仓
C CITIGROUP INC $27.25万0.17%1,947 31119.0% $4.35万 加仓
IGV ISHARES TR $26.79万0.17%2,957 1,09058.4% $9.87万 加仓
LHX L3HARRIS TECHNOLOGIES INC $26.47万0.16%911 00.0% — 不变
NVO NOVO-NORDISK A S $26.42万0.16%5,511 -302-5.2% -$1.45万 减仓
HOOD ROBINHOOD MKTS INC $25.89万0.16%2,532 63033.1% $6.44万 加仓
INTC INTEL CORP $25.80万0.16%1,848 1659.8% $2.30万 加仓
MKL MARKEL GROUP INC $25.58万0.16%131 00.0% — 不变
HDB HDFC BANK LTD $24.79万0.15%9,598 -1,602-14.3% -$4.14万 减仓
IVV ISHARES TR $24.79万0.15%331 00.0% — 不变
WDAY WORKDAY INC $24.34万0.15%1,988 -829-29.4% -$10.15万 减仓
TLT ISHARES TR $24.12万0.15%2,791 -402-12.6% -$3.47万 减仓
KBWB INVESCO EXCH TRADED FD TR II $23.94万0.15%2,575 -500-16.3% -$4.65万 减仓
SPGI S&P GLOBAL INC $23.87万0.15%586 00.0% — 不变
EEM ISHARES TR $23.17万0.14%3,386 -465-12.1% -$3.18万 减仓
BMY BRISTOL-MYERS SQUIBB CO $22.80万0.14%3,957 30.1% $173 加仓
BIV VANGUARD BD INDEX FDS $22.57万0.14%2,943 -1,127-27.7% -$8.64万 减仓
CAT CATERPILLAR INC $21.62万0.13%203 10.5% $1,065 加仓
SCHZ SCHWAB STRATEGIC TR $21.58万0.13%9,328 -650-6.5% -$1.50万 减仓
VONG VANGUARD SCOTTSDALE FDS $21.47万0.13%1,680 00.0% — 不变
XRT SPDR SERIES TRUST $21.41万0.13%2,440 67538.2% $5.92万 加仓
PG PROCTER & GAMBLE CO $20.99万0.13%1,432 -160-10.1% -$2.35万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $20.97万0.13%419 61.5% $3,002 加仓
VPL VANGUARD INTL EQUITY INDEX F $20.72万0.13%1,791 00.0% — 不变
LMT LOCKHEED MARTIN CORP $20.48万0.13%403 41.0% $2,033 加仓
DDOG DATADOG INC $20.23万0.13%777 -227-22.6% -$5.91万 减仓
MP MP MATERIALS CORP $20.16万0.13%3,600 1,40063.6% $7.84万 加仓
CSCO CISCO SYS INC $20.14万0.12%1,715 150.9% $1,762 加仓
ALAB ASTERA LABS INC $19.42万0.12%402 82.0% $3,864 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $19.40万0.12%4,150 -300-6.7% -$1.40万 减仓
BSV VANGUARD BD INDEX FDS $19.39万0.12%2,489 00.0% — 不变
HYS PIMCO ETF TR $19.26万0.12%2,059 -282-12.0% -$2.64万 减仓
AEM AGNICO EAGLE MINES LTD $18.38万0.11%1,185 -50-4.0% -$7,757 减仓
ULTA ULTA BEAUTY INC $18.31万0.11%406 -1-0.2% -$451 减仓
TMO THERMO FISHER SCIENTIFIC INC $18.20万0.11%363 -1-0.3% -$501 减仓
BE BLOOM ENERGY CORP $18.16万0.11%600 00.0% — 不变
IWM ISHARES TR $18.15万0.11%604 -45-6.9% -$1.35万 减仓
DIS DISNEY WALT CO $17.95万0.11%1,865 -260-12.2% -$2.50万 减仓
— Exxon Mobil Corp $17.49万0.11%1,279 -21-1.6% -$2,871 减仓
TER TERADYNE INC $17.47万0.11%361 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $16.72万0.10%8,489 -439-4.9% -$8,648 减仓
MGNI MAGNITE INC $16.70万0.10%8,800 00.0% — 不变
BKNG BOOKING HOLDINGS INC $16.49万0.10%925 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $16.27万0.10%655 365125.9% $9.07万 加仓
CHWY CHEWY INC $16.20万0.10%8,245 -220-2.6% -$4,323 减仓
ROK ROCKWELL AUTOMATION INC $16.14万0.10%326 00.0% — 不变
MSCI MSCI INC $16.02万0.10%286 -1-0.3% -$560 减仓
VLO VALERO ENERGY CORP $15.60万0.10%599 00.0% — 不变
SPYG SPDR SERIES TRUST $15.46万0.10%1,299 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $15.37万0.10%1,710 00.0% — 不变
PAYX PAYCHEX INC $15.16万0.09%1,542 -78-4.8% -$7,670 减仓
REGN REGENERON PHARMACEUTICALS $14.97万0.09%240 -36-13.0% -$2.24万 减仓
LULU LULULEMON ATHLETICA INC $14.92万0.09%1,307 -271-17.2% -$3.09万 减仓
NET CLOUDFLARE INC $14.91万0.09%608 00.0% — 不变
NKE NIKE INC $14.80万0.09%3,605 -432-10.7% -$1.77万 减仓
BAC BANK OF AMER CORP $14.68万0.09%2,576 39217.9% $2.23万 加仓
PCY INVESCO EXCH TRADED FD TR II $14.67万0.09%6,776 -464-6.4% -$1.00万 减仓
AXP AMERICAN EXPRESS CO $14.65万0.09%433 40.9% $1,353 加仓
SPYV SPDR SERIES TRUST $14.61万0.09%2,403 00.0% — 不变
PSFF PACER FDS TR $14.58万0.09%4,250 4,250— $14.58万 新建仓
DHR DANAHER CORP DEL $14.50万0.09%761 -348-31.4% -$6.63万 减仓
MS MORGAN STANLEY $14.48万0.09%693 10.1% $209 加仓
VOYA VOYA FINANCIAL INC $14.42万0.09%1,593 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $14.38万0.09%642 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $14.29万0.09%13,181 -9,304-41.4% -$10.09万 减仓
FAST FASTENAL CO $14.15万0.09%2,946 -4-0.1% -$192 减仓
ABNB AIRBNB INC $14.05万0.09%982 -123-11.1% -$1.76万 减仓
EL LAUDER ESTEE COS INC $14.01万0.09%1,775 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $13.51万0.08%2,790 -478-14.6% -$2.31万 减仓
UAL UNITED AIRLS HLDGS INC $13.18万0.08%919 00.0% — 不变
ABBV ABBVIE INC $13.13万0.08%522 -1-0.2% -$252 减仓
WFC WELLS FARGO & CO $13.11万0.08%1,586 30.2% $248 加仓
XPO XPO INC $13.06万0.08%636 00.0% — 不变
RKLB ROCKET LAB CORP $12.81万0.08%1,260 -40-3.1% -$4,066 减仓
MAGS LISTED FDS TR $12.72万0.08%1,978 30818.4% $1.98万 加仓
XLI SELECT SECTOR SPDR TR $12.69万0.08%585 9018.2% $1.95万 加仓
CIGI COLLIERS INTL GROUP INC $12.44万0.08%1,326 00.0% — 不变
DBX DROPBOX INC $12.38万0.08%4,505 -250-5.3% -$6,867 减仓
CBOE CBOE GLOBAL MKTS INC $12.33万0.08%508 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $12.26万0.08%21,400 00.0% — 不变
IVW ISHARES TR $12.16万0.08%884 00.0% — 不变
— LISTED FDS TR $12.14万0.08%1,700 00.0% — 不变
IWO ISHARES TR $11.94万0.07%303 00.0% — 不变
LQD ISHARES TR $11.63万0.07%1,066 00.0% — 不变
ACN ACCENTURE PLC IRELAND $11.45万0.07%920 -192-17.3% -$2.39万 减仓
GCOW PACER FDS TR $11.37万0.07%2,625 1,875250.0% $8.12万 加仓
EFG ISHARES TR $11.22万0.07%902 00.0% — 不变