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
PDD PDD HOLDINGS INC $2,7460.00%36 00.0% — 不变
GRAL GRAIL INC $2,7320.00%40 00.0% — 不变
CMCSA COMCAST CORP NEW $2,4550.00%100 00.0% — 不变
WAB WABTEC $2,4270.00%9 00.0% — 不变
ATAT ATOUR LIFESTYLE HLDGS LTD $2,3850.00%75 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $2,3850.00%137 00.0% — 不变
XSMO INVESCO EXCHANGE TRADED FD T $2,3410.00%25 00.0% — 不变
BIDU BAIDU INC $2,2860.00%20 00.0% — 不变
— GLOBAL X FDS $2,2740.00%100 00.0% — 不变
IXJ ISHARES TR $2,2630.00%23 00.0% — 不变
IYT ISHARES TR $2,1690.00%25 00.0% — 不变
XLC SELECT SECTOR SPDR TR $2,1430.00%20 00.0% — 不变
— AMPLIFY ETF TR $2,1370.00%83 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $1,9650.00%4 00.0% — 不变
LH LABCORP HOLDINGS INC $1,9600.00%7 00.0% — 不变
H HYATT HOTELS CORP $1,9380.00%10 00.0% — 不变
UFOX ETF SER SOLUTIONS $1,9010.00%20 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1,8640.00%37 00.0% — 不变
DLR DIGITAL RLTY TR INC $1,7960.00%10 00.0% — 不变
IUSV ISHARES TR $1,7620.00%16 00.0% — 不变
APA APA CORPORATION $1,6290.00%50 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $1,5880.00%5 00.0% — 不变
XOP SPDR SERIES TRUST $1,5430.00%10 00.0% — 不变
HIMX HIMAX TECHNOLOGIES INC $1,5340.00%100 00.0% — 不变
RACE FERRARI N V $1,4830.00%4 00.0% — 不变
Z ZILLOW GROUP INC $1,4500.00%46 -25-35.2% -$788 减仓
SU SUNCOR ENERGY INC NEW $1,4490.00%27 00.0% — 不变
ARKW ARK ETF TR $1,4490.00%10 00.0% — 不变
AMGN AMGEN INC $1,4480.00%4 00.0% — 不变
ATHM AUTOHOME INC $1,4080.00%74 00.0% — 不变
DEC DIVERSIFIED ENERGY CO $1,3860.00%100 00.0% — 不变
VTRS VIATRIS INC $1,3500.00%85 00.0% — 不变
EXPE EXPEDIA GROUP INC $1,2790.00%5 00.0% — 不变
MCHI ISHARES TR $1,1950.00%23 00.0% — 不变
SJM SMUCKER J M CO $1,1250.00%10 00.0% — 不变
T AT&T INC $1,0980.00%53 -8-13.1% -$166 减仓
ZTS ZOETIS INC $1,0060.00%14 00.0% — 不变
— BARK INC $9980.00%100 100— $998 新建仓
GIS GENERAL MILLS INC $9740.00%28 00.0% — 不变
CPB THE CAMPBELLS COMPANY $8900.00%40 00.0% — 不变
PNR PENTAIR PLC $8430.00%11 00.0% — 不变
ARKG ARK ETF TR $8410.00%20 00.0% — 不变
ZG ZILLOW GROUP INC $7220.00%23 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $6780.00%10 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $6660.00%20 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6390.00%10 00.0% — 不变
KBH KB HOME $6260.00%10 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $6070.00%10 00.0% — 不变
PJT PJT PARTNERS INC $6040.00%4 00.0% — 不变
IONQ IONQ INC $5330.00%10 -200-95.2% -$1.07万 减仓
AIG AMERICAN INTL GROUP INC $5220.00%7 -2-22.2% -$149 减仓
CHTR CHARTER COMMUNICATIONS INC $4270.00%3 00.0% — 不变
— WARNER BROS DISCOVERY INC $4260.00%16 00.0% — 不变
SPEM SPDR INDEX SHS FDS $4140.00%8 00.0% — 不变
MTCH MATCH GROUP INC NEW $3810.00%10 00.0% — 不变
QS QUANTUMSCAPE CORP $3780.00%50 00.0% — 不变
YUMC YUM CHINA HLDGS INC $3620.00%9 00.0% — 不变
— TILRAY BRANDS INC $2600.00%58 00.0% — 不变
GWX SPDR INDEX SHS FDS $1750.00%4 00.0% — 不变
— CANOPY GROWTH CORPORATION $1460.00%150 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $1440.00%4 00.0% — 不变
LI LI AUTO INC $1170.00%10 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $1100.00%3 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC $430.00%15 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD $330.00%3 00.0% — 不变
LBTYA LIBERTY GLOBAL LTD $110.00%1 00.0% — 不变
NXT NEXTPOWER INC $00.00%0 -875-100.0% -$10.55万 清仓
CCL CARNIVAL CORP $00.00%0 -2,675-100.0% -$6.92万 清仓
ICUI ICU MED INC $00.00%0 -305-100.0% -$3.94万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -1,150-100.0% -$2.85万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -655-100.0% -$2.57万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -410-100.0% -$1.37万 清仓
AGG ISHARES TR $00.00%0 -109-100.0% -$1.08万 清仓
— ENVIRI CORP $00.00%0 -500-100.0% -$9,810 清仓
PFLT PENNANTPARK FLOATING RATE CA $00.00%0 -1,038-100.0% -$8,342 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -93-100.0% -$6,609 清仓
SMG SCOTTS MIRACLE-GRO CO $00.00%0 -100-100.0% -$6,081 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -28-100.0% -$4,800 清仓
DQ DAQO NEW ENERGY CORP $00.00%0 -200-100.0% -$4,254 清仓
CCI CROWN CASTLE INC $00.00%0 -50-100.0% -$4,066 清仓
PCTY PAYLOCITY HLDG CORP $00.00%0 -35-100.0% -$3,781 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -20-100.0% -$3,110 清仓
FIS FIDELITY NATL INFORMATIO $00.00%0 -65-100.0% -$3,049 清仓
JD JD.COM INC $00.00%0 -100-100.0% -$2,957 清仓
SE SEA LTD $00.00%0 -27-100.0% -$2,236 清仓
NTLA INTELLIA THERAPEUTICS IN $00.00%0 -167-100.0% -$2,141 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -26-100.0% -$2,004 清仓
AMPL AMPLITUDE INC $00.00%0 -250-100.0% -$1,705 清仓
— ABERDEEN INDIA FD INC $00.00%0 -110-100.0% -$1,245 清仓
CNQ CANADIAN NAT RES LTD MED TER $00.00%0 -16-100.0% -$780 清仓
SEDG SOLAREDGE TECHNOLOGIES I $00.00%0 -15-100.0% -$766 清仓
FTAI FTAI AVIATION LTD $00.00%0 -3-100.0% -$735 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -4-100.0% -$661 清仓
ETSY ETSY INC $00.00%0 -13-100.0% -$650 清仓
EFAV ISHARES MSCI EAFE MIN VL $00.00%0 -7-100.0% -$640 清仓
CL COLGATE PALMOLIVE CO $00.00%0 -7-100.0% -$597 清仓
MO ALTRIA GROUP INC $00.00%0 -9-100.0% -$594 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -1-100.0% -$589 清仓
TW TRADEWEB MKTS INC $00.00%0 -5-100.0% -$588 清仓
AMG AFFILIATED MANAGERS GROUP $00.00%0 -2-100.0% -$553 清仓