13F 机构持仓

Murphy & Mullick Capital Management Corp

SMITHTOWN NY · SEC CIK 0002047271

2026Q22026Q1 更早 9 个季度 🔒
$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
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 3.9%
TSLA 3.0%
SCHG 2.9%
AVGO 2.7%
SCHM 2.5%
SCHV 2.3%
GOOGL 2.1%
VT 1.9%
MSFT 1.9%
SCHA 1.9%

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
GRAL GRAIL INC EQUITY $2,0670.00%40 -1-2.4% -$52 减仓
MICC MAGNUM ICE CREAM CO N V $2,0480.00%137 -2-1.4% -$30 减仓
OTIS OTIS WORLDWIDE CORP $2,0040.00%26 00.0% — 不变
— GLOBAL X FDS $1,9500.00%100 -250-71.4% -$4,875 减仓
— AMPLIFY ETF TR $1,9110.00%83 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $1,9010.00%25 00.0% — 不变
LH LABCORP HLDGS INC $1,8680.00%7 7— $1,868 新建仓
IYT ISHARES TRANSPORTATION $1,8650.00%25 25— $1,865 新建仓
XOP STATE STREET SPDR S&P $1,8180.00%10 00.0% — 不变
DLR DIGITAL RLTY TR INC $1,8020.00%10 00.0% — 不变
SU SUNCOR ENERGY INC NEW $1,7850.00%27 -163-85.8% -$1.08万 减仓
WTAI WISDOMTREE ARTIFICIAL $1,7780.00%63 00.0% — 不变
T AT&T INC $1,7680.00%61 00.0% — 不变
DEC DIVERSIFIED ENERGY CO $1,7440.00%100 00.0% — 不变
AMPL AMPLITUDE INC $1,7050.00%250 00.0% — 不变
SPDW STATE STREET SPDR $1,6890.00%37 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1,6670.00%4 00.0% — 不变
ZTS ZOETIS INC $1,6550.00%14 -245-94.6% -$2.90万 减仓
IUSV ISHARES CORE S&P U.S. $1,6360.00%16 00.0% — 不变
H HYATT HOTELS CORP $1,4380.00%10 10— $1,438 新建仓
AMGN AMGEN INC $1,4070.00%4 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $1,3760.00%5 00.0% — 不变
UFOX ETF SER SOLUTIONS $1,3640.00%20 00.0% — 不变
RACE FERRARI N V $1,3320.00%4 00.0% — 不变
MCHI ISHARES MSCI CHINA ETF $1,3110.00%23 00.0% — 不变
ATHM AUTOHOME INC $1,2850.00%74 00.0% — 不变
— ABERDEEN INDIA FD INC $1,2450.00%110 00.0% — 不变
ARKW ARK ETF TR $1,2060.00%10 00.0% — 不变
EXPE EXPEDIA GROUP INC $1,1540.00%5 00.0% — 不变
VTRS VIATRIS INC $1,1480.00%85 -24-22.0% -$324 减仓
GIS GENERAL MILLS INC $1,0420.00%28 -12-30.0% -$447 减仓
SJM SMUCKER J M CO $9640.00%10 00.0% — 不变
PNR PENTAIR PLC $9580.00%11 00.0% — 不变
ZG ZILLOW GROUP INC $9520.00%23 00.0% — 不变
CPB THE CAMPBELLS COMPANY $8910.00%40 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $7870.00%100 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $7800.00%16 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $7800.00%10 10— $780 新建仓
IBIT ISHARES BITCOIN TRUST $7680.00%20 20— $768 新建仓
SEDG SOLAREDGE TECHNOLOGIES I $7660.00%15 00.0% — 不变
FTAI FTAI AVIATION LTD $7350.00%3 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6850.00%10 00.0% — 不变
AIG AMERICAN INTL GROUP INC $6770.00%9 00.0% — 不变
PM PHILIP MORRIS INTL INC $6610.00%4 00.0% — 不变
ETSY ETSY INC $6500.00%13 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $6480.00%3 00.0% — 不变
EFAV ISHARES MSCI EAFE MIN VL $6400.00%7 00.0% — 不变
CL COLGATE PALMOLIVE CO $5970.00%7 00.0% — 不变
MO ALTRIA GROUP INC $5940.00%9 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $5890.00%1 00.0% — 不变
TW TRADEWEB MKTS INC $5880.00%5 00.0% — 不变
PJT PJT PARTNERS INC $5590.00%4 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $5530.00%2 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $5360.00%10 10— $536 新建仓
ARKG ARK ETF TR $5280.00%20 00.0% — 不变
CF CF INDUSTRIES HOLD $5190.00%4 00.0% — 不变
KBH KB HOME $5180.00%10 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $4820.00%6 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $4530.00%5 00.0% — 不变
NTR NUTRIEN LTD $4520.00%6 00.0% — 不变
ETR ENTERGY CORP NEW $4490.00%4 00.0% — 不变
TSN TYSON FOODS INC $4480.00%7 00.0% — 不变
APO APOLLO GLOBAL MANAGEMENT $4460.00%4 00.0% — 不变
— WARNER BROS DISCOVERY IN $4390.00%16 00.0% — 不变
ATI ATI INC $4360.00%3 00.0% — 不变
ROST ROSS STORES INC $4330.00%2 00.0% — 不变
YUMC YUM CHINA HLDGS INC $4290.00%9 00.0% — 不变
MRP MILLROSE PPTYS INC $4200.00%15 00.0% — 不变
TDW TIDEWATER INC NEW $4180.00%5 00.0% — 不变
MUR MURPHY OIL CORP $4130.00%10 00.0% — 不变
APP APPLOVIN CORP $3980.00%1 00.0% — 不变
SNPS SYNOPSYS INC $3960.00%1 00.0% — 不变
— TILRAY BRANDS INC $3750.00%58 00.0% — 不变
SPEM STATE STREET SPDR $3750.00%8 00.0% — 不变
G GENPACT LIMITED $3350.00%9 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $3320.00%2 00.0% — 不变
QS QUANTUMSCAPE CORP $3190.00%50 00.0% — 不变
PINS PINTEREST INC $3120.00%17 00.0% — 不变
MTCH MATCH GROUP INC NEW $3070.00%10 00.0% — 不变
NIO NIO INC $3020.00%50 00.0% — 不变
CAR AVIS BUDGET GROUP INC $2920.00%2 00.0% — 不变
FFIV F5 INC $2890.00%1 00.0% — 不变
NSC NORFOLK SOUTHN CORP $2870.00%1 00.0% — 不变
AYI ACUITY INC $2800.00%1 00.0% — 不变
ES EVERSOURCE ENERGY $2770.00%4 00.0% — 不变
LEN LENNAR CORP $2610.00%3 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $2510.00%5 00.0% — 不变
TRGP TARGA RES CORP $2510.00%1 00.0% — 不变
DOW DOW HLDGS INC $2500.00%6 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $2370.00%2 00.0% — 不变
DEO DIAGEO PLC $2230.00%3 00.0% — 不变
SN SHARKNINJA INC $2120.00%2 00.0% — 不变
DOV DOVER CORP $2080.00%1 00.0% — 不变
MOS MOSAIC CO $2040.00%8 00.0% — 不变
PGR PROGRESSIVE CORP $1980.00%1 00.0% — 不变
AS AMER SPORTS INC $1980.00%6 00.0% — 不变
WELL WELLTOWER INC $1980.00%1 00.0% — 不变
FSLR FIRST SOLAR INC $1970.00%1 00.0% — 不变
ALK ALASKA AIR GROUP INC $1840.00%5 00.0% — 不变
O REALTY INCOME CORP $1840.00%3 00.0% — 不变