Murphy & Mullick Capital Management Corp
SMITHTOWN NY · SEC CIK 0002047271
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.19万 | 0.01% | 440 | -100 | -18.5% | -$4,986 | 减仓 |
| RDY | DR REDDYS LABS LTD | $2.17万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $2.17万 | 0.01% | 511 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $2.14万 | 0.01% | 258 | -300 | -53.8% | -$2.49万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $2.13万 | 0.01% | 64 | 64 | — | $2.13万 | 新建仓 |
| EQT | EQT CORP | $2.13万 | 0.01% | 400 | 400 | — | $2.13万 | 新建仓 |
| CIEN | CIENA CORP | $2.06万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $2.06万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $2.04万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $2.04万 | 0.01% | 600 | -5 | -0.8% | -$170 | 减仓 |
| TIP | ISHARES TR | $2.03万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $2.01万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $1.99万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $1.98万 | 0.01% | 120 | -1 | -0.8% | -$165 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1.97万 | 0.01% | 211 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $1.97万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $1.94万 | 0.01% | 925 | -200 | -17.8% | -$4,194 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.90万 | 0.01% | 130 | -1 | -0.8% | -$146 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.89万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.88万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.87万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $1.86万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $1.82万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | CAPITAL-FORCE ETF TR | $1.79万 | 0.01% | 410 | 410 | — | $1.79万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.78万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $1.77万 | 0.01% | 184 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1.77万 | 0.01% | 250 | 250 | — | $1.77万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.72万 | 0.01% | 77 | -3 | -3.8% | -$671 | 减仓 |
| RMD | RESMED INC | $1.70万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $1.69万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.68万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1.68万 | 0.01% | 150 | -4 | -2.6% | -$447 | 减仓 |
| VG | VENTURE GLOBAL INC | $1.67万 | 0.01% | 1,500 | 1,500 | — | $1.67万 | 新建仓 |
| FDX | FEDEX CORP | $1.66万 | 0.01% | 53 | -1 | -1.9% | -$313 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1.65万 | 0.01% | 361 | 4 | 1.1% | $183 | 加仓 |
| SHV | ISHARES TR | $1.60万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $1.60万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1.57万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $1.56万 | 0.01% | 140 | 40 | 40.0% | $4,452 | 加仓 |
| DHI | D R HORTON INC | $1.55万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.54万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $1.54万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.53万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1.51万 | 0.01% | 515 | -30 | -5.5% | -$880 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1.50万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1.50万 | 0.01% | 500 | 500 | — | $1.50万 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $1.49万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.49万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.49万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $1.48万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1.45万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1.45万 | 0.01% | 575 | 250 | 76.9% | $6,315 | 加仓 |
| — | GLOBAL X FDS | $1.45万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.44万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| RYZ | RYERSON HLDG CORP | $1.42万 | 0.01% | 579 | 4 | 0.7% | $98 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1.39万 | 0.01% | 700 | 700 | — | $1.39万 | 新建仓 |
| F | FORD MTR CO | $1.39万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.36万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $1.34万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $1.32万 | 0.01% | 808 | 19 | 2.4% | $311 | 加仓 |
| IDXX | IDEXX LABS INC | $1.32万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1.31万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.27万 | 0.01% | 18 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $1.25万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1.25万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.23万 | 0.01% | 500 | -36 | -6.7% | -$886 | 减仓 |
| MTB | M & T BK CORP | $1.19万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.19万 | 0.01% | 32 | 10 | 45.5% | $3,706 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $1.18万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1.18万 | 0.01% | 200 | 100 | 100.0% | $5,892 | 加仓 |
| EUFN | ISHARES TR | $1.18万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $1.17万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.17万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $1.17万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $1.16万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1.16万 | 0.01% | 213 | -38 | -15.1% | -$2,066 | 减仓 |
| CVNA | CARVANA CO | $1.15万 | 0.01% | 175 | -5 | -2.8% | -$329 | 减仓 |
| SNDK | SANDISK CORP | $1.14万 | 0.01% | 5 | 5 | — | $1.14万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $1.12万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.09万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $1.08万 | 0.01% | 1,050 | 1,050 | — | $1.08万 | 新建仓 |
| USAR | USA RARE EARTH INC | $1.08万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $1.06万 | 0.01% | 1,000 | 1,000 | — | $1.06万 | 新建仓 |
| VICI | VICI PPTYS INC | $1.06万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.06万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.05万 | 0.01% | 120 | -5 | -4.0% | -$436 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1.04万 | 0.01% | 100 | 100 | — | $1.04万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $1.02万 | 0.01% | 207 | -116 | -35.9% | -$5,711 | 减仓 |
| IWF | ISHARES TR | $9,934 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $9,791 | 0.01% | 110 | -225 | -67.2% | -$2.00万 | 减仓 |
| MRNA | MODERNA INC | $9,733 | 0.01% | 139 | -2 | -1.4% | -$140 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $9,703 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $9,633 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $9,426 | 0.01% | 61 | -2 | -3.2% | -$309 | 减仓 |
| — | ISHARES TR | $9,281 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $9,154 | 0.01% | 479 | -23 | -4.6% | -$440 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $9,016 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8,975 | 0.01% | 100 | 0 | 0.0% | — | 不变 |