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
VHT VANGUARD WORLD FD $11.15万0.07%373 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $10.97万0.07%2,174 -272-11.1% -$1.37万 减仓
CP CANADIAN PACIFIC KANSAS CITY $10.66万0.07%1,230 00.0% — 不变
LOW LOWES COS INC $10.53万0.07%478 -251-34.4% -$5.53万 减仓
FNDA SCHWAB STRATEGIC TR $10.49万0.07%2,756 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $10.45万0.06%1,248 00.0% — 不变
TXT TEXTRON INC $10.27万0.06%1,120 970646.7% $8.90万 加仓
NVS NOVARTIS AG $10.19万0.06%650 00.0% — 不变
QCOM QUALCOMM INC $10.03万0.06%543 -1-0.2% -$185 减仓
KO COCA COLA CO $9.75万0.06%1,200 514.4% $4,145 加仓
TRV TRAVELERS COMPANIES INC $9.74万0.06%295 00.0% — 不变
SYK STRYKER CORPORATION $9.70万0.06%308 -1-0.3% -$315 减仓
SIRI SIRIUSXM HOLDINGS INC $9.60万0.06%3,251 00.0% — 不变
FJUN FIRST TR EXCHNG TRADED FD VI $9.59万0.06%1,600 00.0% — 不变
GD GENERAL DYNAMICS CORP $9.56万0.06%270 00.0% — 不变
PSX PHILLIPS 66 $9.42万0.06%557 00.0% — 不变
EBAY EBAY INC. $9.22万0.06%825 00.0% — 不变
ON ON SEMICONDUCTOR CORP $9.12万0.06%965 00.0% — 不变
HACK AMPLIFY ETF TR $9.08万0.06%866 -50-5.5% -$5,244 减仓
ISPY PROSHARES TR $8.90万0.06%1,847 130.7% $626 加仓
CRM SALESFORCE INC $8.69万0.05%555 -372-40.1% -$5.83万 减仓
XYZ BLOCK INC $8.69万0.05%1,143 -266-18.9% -$2.02万 减仓
SHOP SHOPIFY INC $8.68万0.05%760 -120-13.6% -$1.37万 减仓
ITA ISHARES TR $8.63万0.05%356 00.0% — 不变
SPUS TIDAL TRUST I $8.62万0.05%1,500 00.0% — 不变
VST VISTRA CORP $8.57万0.05%540 540— $8.57万 新建仓
RY ROYAL BK CDA $8.55万0.05%413 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $8.35万0.05%907 8510.3% $7,828 加仓
VB VANGUARD INDEX FDS $8.31万0.05%274 00.0% — 不变
MFC MANULIFE FINL CORP $8.16万0.05%2,014 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $8.11万0.05%300 00.0% — 不变
IVE ISHARES TR $7.99万0.05%352 00.0% — 不变
RITM RITHM CAPITAL CORP $7.95万0.05%8,464 891.1% $836 加仓
SNOW SNOWFLAKE INC $7.94万0.05%312 -215-40.8% -$5.47万 减仓
JBL JABIL INC $7.86万0.05%204 00.0% — 不变
VGT VANGUARD WORLD FD $7.84万0.05%656 -80-10.9% -$9,562 减仓
IOSP INNOSPEC INC $7.83万0.05%962 00.0% — 不变
ADBE ADOBE INC $7.81万0.05%381 -160-29.6% -$3.28万 减仓
RBA RB GLOBAL INC $7.66万0.05%658 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $7.61万0.05%200 -100-33.3% -$3.80万 减仓
MCD MCDONALDS CORP $7.44万0.05%275 -129-31.9% -$3.49万 减仓
SSNC SS&C TECH HLDGS $7.43万0.05%1,198 00.0% — 不变
TTD THE TRADE DESK INC $7.43万0.05%4,110 -625-13.2% -$1.13万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $7.36万0.05%278 00.0% — 不变
IBN ICICI BANK LIMITED $7.34万0.05%2,530 00.0% — 不变
ORCL ORACLE CORP $7.32万0.05%499 -157-23.9% -$2.30万 减仓
TD TORONTO DOMINION BK ONT $7.30万0.05%601 00.0% — 不变
DVY ISHARES TR $7.21万0.04%461 7619.7% $1.19万 加仓
ATLC ATLANTICUS HOLDINGS CORP $7.16万0.04%700 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $7.14万0.04%390 00.0% — 不变
CVX CHEVRON CORPORATION $7.12万0.04%430 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $7.10万0.04%802 00.0% — 不变
PWR QUANTA SVCS INC $7.06万0.04%98 77.7% $5,040 加仓
QYLD GLOBAL X FDS $7.05万0.04%3,825 691.8% $1,272 加仓
SPCX SPACE EXPLORATION TECHN CORP $7.01万0.04%410 410— $7.01万 新建仓
VFH VANGUARD WORLD FD $6.97万0.04%530 00.0% — 不变
DLTR DOLLAR TREE INC $6.91万0.04%571 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $6.81万0.04%645 00.0% — 不变
HEWJ ISHARES TR $6.74万0.04%1,045 -170-14.0% -$1.10万 减仓
EFAA INVESCO ACTIVELY MANAGED EXC $6.69万0.04%1,200 40050.0% $2.23万 加仓
MTUM ISHARES TR $6.69万0.04%195 5034.5% $1.71万 加仓
GM GENERAL MTRS CO $6.68万0.04%866 -8-0.9% -$617 减仓
GJUL FIRST TR EXCHNG TRADED FD VI $6.63万0.04%1,525 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $6.56万0.04%1,653 00.0% — 不变
QUAL ISHARES TR $6.50万0.04%296 00.0% — 不变
GFEB FIRST TR EXCHNG TRADED FD VI $6.38万0.04%1,450 -300-17.1% -$1.32万 减仓
RYLD GLOBAL X FDS $6.37万0.04%3,982 -592-12.9% -$9,467 减仓
CCL CARNIVAL CORP LTD $6.36万0.04%2,225 2,225— $6.36万 新建仓
ENB ENBRIDGE INC $6.30万0.04%1,163 -300-20.5% -$1.63万 减仓
SAN BANCO SANTANDER SA $6.28万0.04%4,550 -27-0.6% -$373 减仓
GLD SPDR GOLD TR $6.15万0.04%167 00.0% — 不变
— QORVO INC $6.15万0.04%659 -3-0.5% -$280 减仓
MDT MEDTRONIC PLC $6.12万0.04%781 30.4% $235 加仓
MRP MILLROSE PPTYS INC $6.06万0.04%2,015 2,00013,333.3% $6.01万 加仓
OXY OCCIDENTAL PETE CORP $5.95万0.04%1,225 00.0% — 不变
ADSK AUTODESK INC $5.85万0.04%301 -160-34.7% -$3.11万 减仓
CARR CARRIER GLOBAL CORPORATION $5.85万0.04%797 -52-6.1% -$3,814 减仓
EPI WISDOMTREE TR $5.81万0.04%1,358 00.0% — 不变
XBI SPDR SERIES TRUST $5.78万0.04%165 00.0% — 不变
IJJ ISHARES TR $5.70万0.04%386 00.0% — 不变
DAVE DAVE INC $5.59万0.03%150 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5.58万0.03%1,442 -7-0.5% -$271 减仓
VXUS VANGUARD STAR FDS $5.56万0.03%650 00.0% — 不变
BX BLACKSTONE INC $5.49万0.03%466 8020.7% $9,419 加仓
IJK ISHARES TR $5.45万0.03%464 00.0% — 不变
SHAK SHAKE SHACK INC $5.45万0.03%973 23531.8% $1.32万 加仓
CVS CVS HEALTH CORP $5.43万0.03%525 -14-2.6% -$1,449 减仓
PEP PEPSICO INC $5.30万0.03%391 -7-1.8% -$948 减仓
IBKR INTERACTIVE BROKERS GROUP IN $5.22万0.03%600 20050.0% $1.74万 加仓
IJR ISHARES TR $5.19万0.03%350 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $5.13万0.03%596 -316-34.6% -$2.72万 减仓
VNQ VANGUARD INDEX FDS $5.11万0.03%530 -319-37.6% -$3.07万 减仓
AIQ GLOBAL X FDS $5.08万0.03%775 775— $5.08万 新建仓
LIN LINDE PLC $5.03万0.03%97 00.0% — 不变
VTIP VANGUARD MALVERN FDS $5.03万0.03%1,001 -246-19.7% -$1.24万 减仓
USIG ISHARES TR $5.00万0.03%975 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $4.99万0.03%905 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $4.96万0.03%941 00.0% — 不变
PODD INSULET CORP $4.95万0.03%325 -215-39.8% -$3.27万 减仓
D DOMINION ENERGY INC $4.90万0.03%718 00.0% — 不变