GRIFFIN ASSET MANAGEMENT, INC.
New York NY · SEC CIK 0000883803
$9.49亿2026Q2 申报市值
245持仓数
27.3%前十大占比 · 第一大 5.1%
37 / 27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
HONA 新建仓+$646.50万
IBM 加仓+$442.34万
AVGO 加仓+$273.45万
AVAV 加仓+$157.61万
NVDA 加仓+$157.27万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,388.81万
HON 减仓-$661.74万
GEV 减仓-$316.98万
OLED 减仓-$145.18万
CVX 减仓-$130.49万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -81,859 | -100.0% | -$1,388.81万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -3,231 | -100.0% | -$95.80万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -5,928 | -100.0% | -$70.32万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -12,228 | -100.0% | -$64.59万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -5,755 | -100.0% | -$57.21万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -21,790 | -100.0% | -$39.27万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,995 | -100.0% | -$35.04万 | 清仓 |
| OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | -839 | -100.0% | -$33.91万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -8,736 | -100.0% | -$33.38万 | 清仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | -7,456 | -100.0% | -$31.58万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -8,472 | -100.0% | -$31.13万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,703 | -100.0% | -$30.97万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -6,667 | -100.0% | -$30.82万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -13,455 | -100.0% | -$30.64万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -3,685 | -100.0% | -$25.62万 | 清仓 |
| XTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,349 | -100.0% | -$25.37万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -4,520 | -100.0% | -$24.05万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,273 | -100.0% | -$23.19万 | 清仓 |
| HNRG | HALLADOR ENERGY COMPANY | $0 | 0.00% | 0 | -13,140 | -100.0% | -$21.39万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,450 | -100.0% | -$21.10万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$20.34万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -5,095 | -100.0% | -$20.14万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -14,400 | -100.0% | -$11.02万 | 清仓 |
| — | MERLIN INC | $0 | 0.00% | 0 | -14,135 | -100.0% | -$10.39万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -14,785 | -100.0% | -$10.16万 | 清仓 |
| — | NANO DIMENSION LTD | $0 | 0.00% | 0 | -28,500 | -100.0% | -$4.84万 | 清仓 |
| — | WRAP TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.54万 | 清仓 |
| — | HYPERSCALE DATA INC | $6,331 | 0.00% | 45,000 | 45,000 | — | $6,331 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1.80万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $2.49万 | 0.00% | 48,500 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC | $2.96万 | 0.00% | 14,010 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $5.10万 | 0.01% | 14,620 | 0 | 0.0% | — | 不变 |
| — | BITZERO HOLDINGS INC | $8.22万 | 0.01% | 12,015 | 12,015 | — | $8.22万 | 新建仓 |
| — | BIOMEA FUSION INC | $8.79万 | 0.01% | 59,800 | 1,500 | 2.6% | $2,205 | 加仓 |
| — | NANO X IMAGING LTD | $8.95万 | 0.01% | 77,149 | -93,660 | -54.8% | -$10.86万 | 减仓 |
| RIG | TRANSOCEAN LTD | $9.78万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $16.93万 | 0.02% | 15,895 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $18.49万 | 0.02% | 41,275 | 41,275 | — | $18.49万 | 新建仓 |
| IJR | ISHARES TR | $20.17万 | 0.02% | 1,360 | 1,360 | — | $20.17万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.74万 | 0.02% | 603 | 603 | — | $20.74万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.99万 | 0.02% | 1,328 | 1,328 | — | $20.99万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $21.12万 | 0.02% | 4,659 | -1,006 | -17.8% | -$4.56万 | 减仓 |
| IAK | ISHARES TR | $21.25万 | 0.02% | 1,512 | 1,512 | — | $21.25万 | 新建仓 |
| ALV | AUTOLIV INC | $21.39万 | 0.02% | 1,841 | 0 | 0.0% | — | 重新持有 |
| DBJP | DBX ETF TR | $21.41万 | 0.02% | 1,865 | 1,865 | — | $21.41万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $21.43万 | 0.02% | 2,902 | 2,902 | — | $21.43万 | 新建仓 |
| PAVE | GLOBAL X FDS | $21.44万 | 0.02% | 3,639 | 3,639 | — | $21.44万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $21.94万 | 0.02% | 773 | 773 | — | $21.94万 | 新建仓 |
| — | PROSHARES TR | $22.09万 | 0.02% | 2,276 | 2,276 | — | $22.09万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $22.18万 | 0.02% | 1,812 | 1,812 | — | $22.18万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $22.42万 | 0.02% | 7,440 | 0 | 0.0% | — | 重新持有 |
| XHB | SPDR SERIES TRUST | $22.50万 | 0.02% | 1,947 | 1,947 | — | $22.50万 | 新建仓 |
| MPLX | MPLX LP | $22.79万 | 0.02% | 4,046 | -574 | -12.4% | -$3.23万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $22.87万 | 0.02% | 530 | 530 | — | $22.87万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $22.90万 | 0.02% | 930 | 930 | — | $22.90万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.26万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $23.40万 | 0.02% | 764 | 0 | 0.0% | — | 重新持有 |
| NNN | NNN REIT INC | $23.52万 | 0.02% | 5,055 | 47 | 0.9% | $2,187 | 加仓 |
| SPYI | NEOS ETF TRUST | $23.59万 | 0.02% | 4,443 | 4,443 | — | $23.59万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.61万 | 0.02% | 4,180 | 4,180 | — | $23.61万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $23.63万 | 0.02% | 18,344 | -1,237 | -6.3% | -$1.59万 | 减仓 |
| CPRT | COPART INC | $23.65万 | 0.02% | 8,388 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.66万 | 0.02% | 3,917 | -904 | -18.8% | -$5.46万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.66万 | 0.02% | 3,850 | 3,850 | — | $23.66万 | 新建仓 |
| CRM | SALESFORCE INC | $23.67万 | 0.02% | 1,511 | -23 | -1.5% | -$3,603 | 重新持有 |
| IUSG | ISHARES TR | $23.85万 | 0.03% | 1,268 | 0 | 0.0% | — | 重新持有 |
| — | PROSHARES TR | $23.93万 | 0.03% | 1,542 | 1,542 | — | $23.93万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $24.32万 | 0.03% | 18,883 | 18,883 | — | $24.32万 | 新建仓 |
| IR | INGERSOLL RAND INC | $24.35万 | 0.03% | 2,970 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $25.08万 | 0.03% | 933 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $25.65万 | 0.03% | 7,371 | 16 | 0.2% | $557 | 加仓 |
| FLR | FLUOR CORP | $26.33万 | 0.03% | 5,025 | 5,025 | — | $26.33万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $26.62万 | 0.03% | 1,678 | -529 | -24.0% | -$8.39万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $27.87万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $29.51万 | 0.03% | 6,929 | 6 | 0.1% | $256 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $29.92万 | 0.03% | 3,377 | -4,745 | -58.4% | -$42.04万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.05万 | 0.03% | 12,675 | -42,758 | -77.1% | -$101.38万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $30.41万 | 0.03% | 1,101 | 1,101 | — | $30.41万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $30.43万 | 0.03% | 4,004 | 4,004 | — | $30.43万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $30.81万 | 0.03% | 25,193 | 3,684 | 17.1% | $4.51万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $31.31万 | 0.03% | 7,110 | 7,110 | — | $31.31万 | 新建仓 |
| IYW | ISHARES TR | $31.40万 | 0.03% | 1,245 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $32.20万 | 0.03% | 4,908 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $33.00万 | 0.03% | 1,292 | 1,292 | — | $33.00万 | 新建仓 |
| BA | BOEING CO | $33.12万 | 0.03% | 1,530 | -20 | -1.3% | -$4,329 | 减仓 |
| ANET | ARISTA NETWORKS INC | $33.26万 | 0.04% | 1,958 | 14 | 0.7% | $2,378 | 加仓 |
| AMAT | APPLIED MATLS INC | $33.76万 | 0.04% | 467 | 467 | — | $33.76万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $33.96万 | 0.04% | 4,110 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $34.45万 | 0.04% | 6,087 | -1,604 | -20.9% | -$9.08万 | 减仓 |
| — | KRANESHARES TRUST | $35.20万 | 0.04% | 8,540 | 324 | 3.9% | $1.34万 | 加仓 |
| IYJ | ISHARES TR | $35.45万 | 0.04% | 2,127 | 7 | 0.3% | $1,167 | 加仓 |
| ARM | ARM HOLDINGS PLC | $35.46万 | 0.04% | 1,000 | 1,000 | — | $35.46万 | 新建仓 |
| BCE | BCE INC | $35.54万 | 0.04% | 16,521 | 119 | 0.7% | $2,560 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.90万 | 0.04% | 618 | 618 | — | $35.90万 | 新建仓 |
| RACE | FERRARI N V | $36.82万 | 0.04% | 989 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $37.17万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.33万 | 0.04% | 11,814 | -3,300 | -21.8% | -$10.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $39.95万 | 0.04% | 3,156 | 12 | 0.4% | $1,519 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $40.61万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $40.84万 | 0.04% | 6,613 | 11 | 0.2% | $679 | 加仓 |