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
TWLO TWILIO INC $4.89万0.03%237 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $4.82万0.03%951 00.0% — 不变
QTUM ETF SER SOLUTIONS $4.80万0.03%290 9045.0% $1.49万 加仓
IWN ISHARES TR $4.78万0.03%216 00.0% — 不变
URI UNITED RENTALS INC $4.76万0.03%42 00.0% — 不变
WAT WATERS CORP $4.73万0.03%126 00.0% — 不变
TMUS T-MOBILE US INC $4.70万0.03%280 -1-0.4% -$168 减仓
MMM 3M CO $4.61万0.03%285 -1-0.3% -$162 减仓
DASH DOORDASH INC $4.61万0.03%250 4522.0% $8,304 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $4.60万0.03%2,059 291.4% $648 加仓
COF CAPITAL ONE FINL CORP $4.59万0.03%229 -2-0.9% -$401 减仓
RR RICHTECH ROBOTICS INC $4.59万0.03%21,750 00.0% — 不变
AEBI AEBI SCHMIDT HLDG AG $4.54万0.03%3,619 00.0% — 不变
ARKK ARK ETF TR $4.53万0.03%560 -75-11.8% -$6,065 减仓
KARO KAROOOOO LTD $4.44万0.03%900 00.0% — 不变
J JACOBS SOLUTIONS INC $4.44万0.03%352 -182-34.1% -$2.29万 减仓
VUG VANGUARD INDEX FDS $4.39万0.03%510 00.0% — 不变
ETN EATON CORP PLC $4.35万0.03%102 00.0% — 不变
NDAQ NASDAQ INC $4.34万0.03%551 -2-0.4% -$158 减仓
EXE EXPAND ENERGY CORPORATION $4.33万0.03%475 275137.5% $2.51万 加仓
XYLD GLOBAL X FDS $4.31万0.03%1,056 282.7% $1,142 加仓
BND VANGUARD BD INDEX FDS $4.29万0.03%585 -206-26.0% -$1.51万 减仓
SO SOUTHERN CO $4.29万0.03%448 00.0% — 不变
IBB ISHARES TR $4.20万0.03%221 -44-16.6% -$8,368 减仓
ODFL OLD DOMINION FREIGHT LINE IN $4.12万0.03%190 00.0% — 不变
FXI ISHARES TR $4.11万0.03%1,300 00.0% — 不变
BNS BANK NOVA SCOTIA B C $4.07万0.03%469 00.0% — 不变
HWM HOWMET AEROSPACE INC $4.03万0.03%150 -78-34.2% -$2.10万 减仓
SCHW SCHWAB CHARLES CORP $4.02万0.02%435 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $3.99万0.02%142 32.2% $844 加仓
USB US BANCORP $3.98万0.02%659 -8-1.2% -$483 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $3.96万0.02%650 00.0% — 不变
MDB MONGODB INC $3.96万0.02%118 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC $3.96万0.02%2,030 150.7% $293 加仓
AAL AMERICAN AIRLINES GROUP INC $3.92万0.02%2,170 25013.0% $4,518 加仓
VIG VANGUARD SPECIALIZED FUNDS $3.86万0.02%163 00.0% — 不变
VBK VANGUARD INDEX FDS $3.80万0.02%104 00.0% — 不变
EFA ISHARES TR $3.76万0.02%362 00.0% — 不变
DUOL DUOLINGO INC $3.68万0.02%320 -73-18.6% -$8,396 减仓
UL UNILEVER PLC $3.67万0.02%611 -9-1.5% -$541 减仓
GSK GSK PLC $3.61万0.02%689 00.0% — 不变
IYH ISHARES TR $3.47万0.02%518 10.2% $67 加仓
USO UNITED STS OIL FD LP $3.47万0.02%326 00.0% — 不变
VMC VULCAN MATLS CO $3.45万0.02%117 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $3.36万0.02%414 -226-35.3% -$1.83万 减仓
PLD PROLOGIS INC. $3.32万0.02%245 00.0% — 不变
VLTO VERALTO CORP $3.30万0.02%372 -15-3.9% -$1,330 减仓
IUSG ISHARES TR $3.27万0.02%174 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $3.27万0.02%323 00.0% — 不变
— GLOBAL X FDS $3.26万0.02%1,666 00.0% — 不变
IR INGERSOLL RAND INC $3.23万0.02%394 -7-1.7% -$574 减仓
FNDC SCHWAB STRATEGIC TR $3.22万0.02%664 00.0% — 不变
— CAPITAL-FORCE ETF TR $3.20万0.02%655 655— $3.20万 新建仓
IYF ISHARES TR $3.19万0.02%250 00.0% — 不变
KMX CARMAX INC $3.17万0.02%600 00.0% — 不变
ARTY ISHARES TR $3.05万0.02%400 00.0% — 不变
CRWV COREWEAVE INC $3.04万0.02%305 -190-38.4% -$1.89万 减仓
SCZ ISHARES TR $3.04万0.02%369 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $3.03万0.02%100 00.0% — 不变
LB LANDBRIDGE COMPANY LLC $3.01万0.02%380 3501,166.7% $2.77万 加仓
QBTS D-WAVE QUANTUM INC $3.00万0.02%1,250 -350-21.9% -$8,397 减仓
ZS ZSCALER INC $2.96万0.02%210 178.8% $2,400 加仓
— BLACKROCK ENERGY & RES TR $2.96万0.02%2,000 00.0% — 不变
EMR EMERSON ELEC CO $2.96万0.02%207 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $2.95万0.02%71 00.0% — 不变
ES EVERSOURCE ENERGY $2.89万0.02%400 3969,900.0% $2.86万 加仓
VDE VANGUARD WORLD FD $2.89万0.02%193 10.5% $150 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $2.87万0.02%550 00.0% — 不变
INTU INTUIT $2.87万0.02%110 -42-27.6% -$1.10万 减仓
SOFI SOFI TECHNOLOGIES INC $2.82万0.02%1,575 00.0% — 不变
CAIE CALAMOS ETF TR $2.82万0.02%1,036 363.6% $980 加仓
IAU ISHARES GOLD TR $2.78万0.02%368 00.0% — 不变
DUK DUKE ENERGY CORP NEW $2.78万0.02%220 -343-60.9% -$4.33万 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $2.72万0.02%500 00.0% — 不变
— WISDOMTREE TR $2.71万0.02%1,081 00.0% — 不变
COP CONOCOPHILLIPS $2.70万0.02%260 -6-2.3% -$624 减仓
— PROSHARES TR $2.64万0.02%500 00.0% — 不变
— AIM ETF PRODUCTS TRUST $2.63万0.02%1,000 00.0% — 不变
RXO RXO INC $2.62万0.02%951 00.0% — 不变
AFL AFLAC INC $2.59万0.02%221 00.0% — 不变
ROL ROLLINS INC $2.58万0.02%618 00.0% — 不变
CHYM CHIME FINL INC $2.57万0.02%1,255 -1,100-46.7% -$2.25万 减仓
GLW CORNING INC $2.55万0.02%100 -2-2.0% -$511 减仓
ALB ALBEMARLE CORP $2.54万0.02%188 -93-33.1% -$1.26万 减仓
ZAP GLOBAL X FDS $2.53万0.02%730 7511.5% $2,596 加仓
XLB SELECT SECTOR SPDR TR $2.49万0.02%490 12534.2% $6,354 加仓
GEN GEN DIGITAL INC $2.49万0.02%1,000 -9-0.9% -$224 减仓
SHEL SHELL PLC $2.47万0.02%319 00.0% — 不变
— GLOBAL X FDS $2.47万0.02%1,000 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $2.46万0.02%725 00.0% — 不变
KIM KIMCO REALTY CORP $2.46万0.02%969 60.6% $152 加仓
IFRA ISHARES TR $2.42万0.02%384 10.3% $63 加仓
VMBS VANGUARD SCOTTSDALE FDS $2.42万0.02%517 -18-3.4% -$843 减仓
VRT VERTIV HOLDINGS CO $2.34万0.01%70 70— $2.34万 新建仓
ING ING GROEP N.V. $2.33万0.01%743 00.0% — 不变
TTE TOTALENERGIES SE $2.33万0.01%299 00.0% — 不变
CB CHUBB LIMITED $2.32万0.01%68 00.0% — 不变
RVTY REVVITY INC $2.26万0.01%203 00.0% — 不变
REMX VANECK ETF TRUST $2.21万0.01%250 00.0% — 不变
NRG NRG ENERGY INC $2.21万0.01%151 5049.5% $7,303 加仓