M&
Murphy & Mullick Capital Management Corp 13F 持仓总览（726 只）
Murphy & Mullick Capital Management CorpCIK: 0002047271
分散型投资策略趋势追踪型行业集中型
申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 726
Murphy & Mullick Capital Management Corp在最新一期 13F 报告中披露了 726 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 18.1%。
机构性格雪花图
- 集中度
- 4.56
- 持仓稳定性
- 18.11
- 动能／逆势
- 100
- 行业集中度
- 68.66
- 多样化
- 100
- 仓位均衡度
- 73.01
Murphy & Mullick Capital Management Corp 目前披露的持仓，Herfindahl 集中度指数为 0.011——换算下来相当于约 88 个等权重仓位，明显低于其实际披露的 726 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.70），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 44%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
近期动向
减仓 AVGO
-13.9% -US$110.5万
减仓 MSFT
-4.7% -US$94.9万
加仓 VT
+42.2% US$73.0万
减仓 TSLA
+0.6% -US$83.1万
加仓 RSP
+1181.8% US$49.9万
加仓 XLE
+21.0% US$44.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 726 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 3.95% | -0.16% | +0.12% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 3.03% | -0.52% | +0.57% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.89% | -0.18% | +2.76% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.73% | -0.73% | -13.91% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 2.52% | — | -0.85% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.31% | +0.26% | +6.50% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.14% | -0.27% | -5.93% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.91% | +0.57% | +42.15% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.64% | -4.72% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.86% | — | -0.99% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.86% | — | -0.19% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.73% | — | +0.31% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.68% | -0.05% | +1.29% | |
| 14 | ASML | ASML Holding N.V. | 股票-科技 | 1.47% | +0.29% | -1.05% | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.47% | -0.13% | -0.67% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.31% | -0.27% | -1.44% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.21% | +0.15% | +16.58% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | +0.24% | +27.95% | |
| 19 | GE | General Electric | 股票-工业 | 1.13% | — | +0.11% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 1.09% | — | -1.72% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.11% | +1.45% | |
| 22 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 1.04% | — | -1.19% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.03% | — | -3.98% | |
| 24 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.01% | +0.33% | +25.60% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.97% | — | +7.09% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.96% | -0.13% | +0.29% | |
| 27 | GEV | GE Vernova INC | 股票-工业 | 0.89% | +0.25% | +0.96% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.86% | +0.21% | +35.58% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.85% | +0.17% | -0.44% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +11.50% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.82% | +0.34% | +21.03% | |
| 32 | UBER | Uber Technologies INC | 股票-工业 | 0.81% | -0.19% | -10.49% | |
| 33 | CLH | Clean Harbors INC | 股票-工业 | 0.81% | +0.16% | -1.04% | |
| 34 | AXON | Axon Enterprise INC | 股票-工业 | 0.75% | -0.26% | -2.75% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | — | -2.03% | |
| 36 | FLR | Fluor CORP | 股票-工业 | 0.75% | +0.11% | -2.27% | |
| 37 | MU | Micron Technology INC | 股票-科技 | 0.66% | — | -12.67% | |
| 38 | GS | Goldman Sachs Group INC | 股票-金融 | 0.66% | — | +10.99% | |
| 39 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.64% | -0.12% | — | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.63% | — | -0.89% | |
| 41 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.63% | — | -1.11% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.60% | — | -0.58% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.59% | +0.25% | +78.37% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | — | -20.01% | |
| 45 | NFLX | Netflix INC | 股票-通信服务 | 0.58% | — | +5.33% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.57% | — | +3.05% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.56% | +0.12% | -0.84% | |
| 48 | WMT | Walmart INC | 股票-非周期性消费 | 0.55% | — | +3.41% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.55% | +0.13% | +37.92% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.55% | +0.24% | +63.85% |
1–50 of 200
投资组合表现
Q3 2026表现
+4.3%
近4个季度表现
+21.4%
基于可获取价格的持仓（占申报价值的79%）计算
- 标准差
- +14.9%
- 贝塔系数
- +1.05
- 阿尔法
- +2.9%
- 最大回撤
- -5.4%
- 年化表现
- +23%
- 对标普胜率
- +58.8%
- 索提诺比率
- +3.32
- 斯图泽指数
- +0.45
- 特雷诺比率
- +0.21
- 斯特林比率
- +1.49
- 卡玛比率
- +4.22
- 信息比率
- +1.1
- 跟踪误差
- +3.5%
- 下行标准差
- +6.6%
- 正收益月份占比
- +64.7%
- 负收益月份占比
- +35.3%
- 最佳12个月
- +34.4%
- 最差12个月
- +21.4%
- 效率比率
- +0.57
- 夏普比率
- +1.47
- 行业分散度
- +11.4%
- 偏度
- +0.3
- 峰度
- +0.04
- 上行潜力
- +4.84
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Murphy & Mullick Capital Management Corp 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: JPM Interntl Value ETF (JIVE); 新建仓: Ss Spdr S&p Retail ETF (XRT); 减仓: Broadcom INC (AVGO) — 股数 -13.91%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +0.6% | +42.15% | 加仓 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +1181.82% | 加仓 |
| 3 | XLE | Ss Energy Select Sector | +0.3% | +21.03% | 加仓 |
| 4 | MRK | Merck & Co. INC. | +0.3% | +25.60% | 加仓 |
| 5 | ASML | ASML Holding N.V. | +0.3% | -1.05% | 减仓 |
| 6 | SCHV | Schwab US Large-cap Value | +0.3% | +6.50% | 加仓 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +78.37% | 加仓 |
| 8 | GEV | GE Vernova INC | +0.3% | +0.96% | 加仓 |
| 9 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +63.85% | 加仓 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +27.95% | 加仓 |
| 11 | XLV | Ss Health Care Select Sector | +0.2% | +35.58% | 加仓 |
| 12 | KBWB | Invesco Kbw Bank ETF | +0.2% | +3517.65% | 加仓 |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +47.46% | 加仓 |
| 14 | DE | Deere & Co | +0.2% | -0.44% | 减仓 |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | +30.91% | 加仓 |
| 16 | CLH | Clean Harbors INC | +0.2% | -1.04% | 减仓 |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +16.58% | 加仓 |
| 18 | XLY | Ss Consumer Disc Select Sect | +0.1% | +37.92% | 加仓 |
| 19 | LRCX | Lam Research CORP | +0.1% | -0.84% | 减仓 |
| 20 | FLR | Fluor CORP | +0.1% | -2.27% | 减仓 |
| 21 | AAPL | Apple INC | -0.1% | +1.29% | 加仓 |
| 22 | VEEV | Veeva Systems Inc-class A | -0.1% | -3.49% | 减仓 |
| 23 | CRM | Salesforce INC | -0.1% | -22.88% | 减仓 |
| 24 | SHOP | Shopify INC - Class A | -0.1% | -41.80% | 减仓 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | +1.45% | 加仓 |
| 26 | ADBE | Adobe INC | -0.1% | -34.58% | 减仓 |
| 27 | DIS | Walt Disney Co/the | -0.1% | -31.83% | 减仓 |
| 28 | ISRG | Intuitive Surgical INC | -0.1% | — | 不变 |
| 29 | ABT | Abbott Laboratories | -0.1% | -14.32% | 减仓 |
| 30 | AMZN | Amazon.com INC | -0.1% | -0.67% | 减仓 |
| 31 | LLY | Eli Lilly & Co | -0.1% | +0.29% | 加仓 |
| 32 | HDB | Hdfc Bank Ltd-adr | -0.1% | -13.89% | 减仓 |
| 33 | EBAY | Ebay INC | -0.1% | -74.18% | 减仓 |
| 34 | NVDA | Nvidia CORP | -0.2% | +0.12% | 加仓 |
| 35 | UNH | Unitedhealth Group INC | -0.2% | -12.83% | 减仓 |
| 36 | ORCL | Oracle CORP | -0.2% | -61.16% | 减仓 |
| 37 | SCHG | Schwab US Large-cap Growth | -0.2% | +2.76% | 加仓 |
| 38 | NOW | Servicenow INC | -0.2% | +1.22% | 加仓 |
| 39 | UBER | Uber Technologies INC | -0.2% | -10.49% | 减仓 |
| 40 | AXON | Axon Enterprise INC | -0.3% | -2.75% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -5.93% | 减仓 |
| 42 | PLTR | Palantir Technologies Inc-a | -0.3% | -1.44% | 减仓 |
| 43 | WDAY | Workday Inc-class A | -0.3% | -20.20% | 减仓 |
| 44 | TSLA | Tesla INC | -0.5% | +0.57% | 加仓 |
| 45 | MSFT | Microsoft CORP | -0.6% | -4.72% | 减仓 |
| 46 | AVGO | Broadcom INC | -0.7% | -13.91% | 减仓 |
| 47 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 清仓 |
| 49 | JIVE | JPM Interntl Value ETF | — | NEW | 新建仓 |
| 50 | XRT | Ss Spdr S&p Retail ETF | — | NEW | 新建仓 |
申报历史
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-12 | 13F-HR | 在 EDGAR 上查看 |
FAQ
Murphy & Mullick Capital Management Corp 是什么机构？属于哪种投资人类型？
Murphy & Mullick Capital Management Corp 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 726 个已申报仓位之中。
Murphy & Mullick Capital Management Corp 目前前几大持股有哪些？
根据最新 13F 申报，Murphy & Mullick Capital Management Corp 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$533.4万 (4.0%)
2. Tesla INC (TSLA) — US$409.6万 (3.0%)
3. Schwab US Large-cap Growth (SCHG) — US$391.0万 (2.9%)
4. Broadcom INC (AVGO) — US$369.6万 (2.7%)
5. Schwab US Mid Cap ETF (SCHM) — US$340.6万 (2.5%)
Murphy & Mullick Capital Management Corp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Murphy & Mullick Capital Management Corp 共进行了 49 项显著调整：新建仓 3 个仓位、加仓 22 个既有持股、减仓 23 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: JPM Interntl Value ETF (JIVE); 新建仓: Ss Spdr S&p Retail ETF (XRT); 减仓: Broadcom INC (AVGO) — 股数 -13.91%
Murphy & Mullick Capital Management Corp 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Murphy & Mullick Capital Management Corp 的主要板块分布如下：
• Information Technology: 40.2%
• Consumer Discretionary: 16.1%
• Health Care: 11.3%
• Industrials: 11.3%
• Communication Services: 10.1%
• Financials: 6.8%
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