Murphy Capital Management Inc 13F 持仓 · 最近申报 2022年Q2
Murphy Capital Management 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 217 只证券，申报市值合计 7.20 亿美元。前几大持仓：AAPL（7.73%）、SPY（4.54%）、MSFT（3.62%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE COMPUTER | $55.6M | 7.73% | 407,018 | 减持 |
| 2 | SPY | SPDR S&P 500 ETF TRUST | $32.7M | 4.54% | 86,693 | 增持 |
| 3 | MSFT | MICROSOFT | $26.1M | 3.62% | 101,592 | 减持 |
| 4 | QQQ | INVESCO QQQ TR SER 1 | $24.0M | 3.33% | 85,476 | 减持 |
| 5 | XLY | CONSUMER DISCRETIONARY SPDR | $22.7M | 3.15% | 164,917 | 减持 |
| 6 | VGT | VANGUARD INFORMATION TECH E | $21.7M | 3.01% | 66,367 | 减持 |
| 7 | XLV | SPDR HEALTH CARE | $21.1M | 2.93% | 164,273 | 增持 |
| 8 | XLF | SPDR US FINANCIAL SECTORETF | $17.7M | 2.46% | 563,280 | 减持 |
| 9 | AMZN | AMAZON | $17.2M | 2.39% | 162,234 | 增持 |
| 10 | XLI | SECTOR SPDR INDUSTRIAL | $16.5M | 2.29% | 188,633 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $16.0M | 2.22% | 90,121 | 减持 |
| 12 | HD | HOME DEPOT | $12.8M | 1.78% | 46,667 | 减持 |
| 13 | V | VISA INC COM CL A | $12.6M | 1.75% | 64,170 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC CL B NE | $11.9M | 1.65% | 43,491 | 减持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $11.2M | 1.56% | 88,487 | 增持 |
| 16 | GOOG | ALPHABET INC CAP STK CL C | $11.1M | 1.55% | 5,097 | 减持 |
| 17 | JPM | JP MORGAN CHASE | $10.8M | 1.50% | 96,206 | 减持 |
| 18 | PG | PROCTER & GAMBLE | $10.4M | 1.45% | 72,611 | 减持 |
| 19 | XLP | SECTOR SPDR CONSMRS STPL | $10.3M | 1.44% | 143,230 | 增持 |
| 20 | VZ | VERIZON COMMUNICATIONS | $9.3M | 1.30% | 183,985 | 增持 |
| 21 | MCD | MCDONALDS | $9.3M | 1.29% | 37,556 | 减持 |
| 22 | XLC | SELECT SECTOR SPDR TR COMMUNIC | $9.0M | 1.24% | 165,216 | 减持 |
| 23 | META | META PLATFORMS INC CL A | $8.7M | 1.21% | 54,075 | 减持 |
| 24 | IYH | ISHARES U.S. HEALTHCARE | $8.1M | 1.13% | 30,276 | 减持 |
| 25 | UNH | UNITEDHEALTH GROUP | $8.1M | 1.13% | 15,786 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR