GRIFFIN ASSET MANAGEMENT, INC.
New York NY · SEC CIK 0000883803
$8.87亿2026Q1 申报市值
228持仓数
25.9%前十大占比 · 第一大 4.9%
25 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVGO 加仓+$254.26万
NVDA 加仓+$245.78万
ACN 加仓+$212.29万
QXO 新建仓+$205.73万
HONEYWELL INTL I 加仓+$201.71万
2026Q1 卖出最多 按季末市值估算
VRSK 清仓-$305.74万
RPM 减仓-$259.19万
ASML 减仓-$202.22万
BX 减仓-$186.54万
TJX 减仓-$160.98万
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $45.92万 | 0.05% | 4,944 | -100 | -2.0% | -$9,288 | 减仓 |
| HACK | AMPLIFY ETF TR | $48.91万 | 0.06% | 6,513 | -1,191 | -15.5% | -$8.94万 | 减仓 |
| IYE | ISHARES TR | $49.81万 | 0.06% | 7,691 | -68 | -0.9% | -$4,404 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $49.82万 | 0.06% | 5,064 | -4,055 | -44.5% | -$39.89万 | 减仓 |
| VICI | VICI PPTYS INC | $51.10万 | 0.06% | 18,704 | -4,923 | -20.8% | -$13.45万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $52.48万 | 0.06% | 2,867 | 2,867 | — | $52.48万 | 新建仓 |
| — | LISTED FDS TR | $53.50万 | 0.06% | 15,029 | -6,893 | -31.4% | -$24.54万 | 减仓 |
| RPM | RPM INTL INC | $57.21万 | 0.06% | 5,755 | -26,074 | -81.9% | -$259.19万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $58.00万 | 0.07% | 9,342 | -89 | -0.9% | -$5,525 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $58.07万 | 0.07% | 15,114 | -7,350 | -32.7% | -$28.24万 | 减仓 |
| NFLX | NETFLIX INC. | $58.27万 | 0.07% | 6,060 | -2,000 | -24.8% | -$19.23万 | 减仓 |
| CSCO | CISCO SYS INC | $58.30万 | 0.07% | 7,514 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $59.89万 | 0.07% | 53,959 | 37,312 | 224.1% | $41.42万 | 加仓 |
| IVES | WEDBUSH SER TR | $60.08万 | 0.07% | 21,178 | -169 | -0.8% | -$4,795 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $61.86万 | 0.07% | 8,122 | -2,508 | -23.6% | -$19.10万 | 减仓 |
| INFQ | INFLEQTION INC | $63.01万 | 0.07% | 64,233 | 64,233 | — | $63.01万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $63.66万 | 0.07% | 24,896 | -1,678 | -6.3% | -$4.29万 | 减仓 |
| NKE | NIKE INC | $64.59万 | 0.07% | 12,228 | -1,115 | -8.4% | -$5.89万 | 减仓 |
| SHOP | SHOPIFY INC | $70.32万 | 0.08% | 5,928 | -2,447 | -29.2% | -$29.03万 | 减仓 |
| LLY | ELI LILLY & CO | $70.91万 | 0.08% | 771 | -13 | -1.7% | -$1.20万 | 减仓 |
| DE | DEERE & CO | $70.98万 | 0.08% | 1,260 | 85 | 7.2% | $4.79万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $73.29万 | 0.08% | 18,402 | 1,768 | 10.6% | $7.04万 | 加仓 |
| SPGI | S&P GLOBAL INC | $73.37万 | 0.08% | 1,725 | -1,150 | -40.0% | -$48.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $74.50万 | 0.08% | 4,506 | -96 | -2.1% | -$1.59万 | 减仓 |
| AON | AON PLC | $75.43万 | 0.09% | 2,337 | 125 | 5.7% | $4.03万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $76.79万 | 0.09% | 10,598 | 500 | 5.0% | $3.62万 | 加仓 |
| O | REALTY INCOME CORP | $78.93万 | 0.09% | 12,901 | 35 | 0.3% | $2,141 | 加仓 |
| IJJ | ISHARES TR | $81.95万 | 0.09% | 6,185 | -67 | -1.1% | -$8,877 | 减仓 |
| VOO | VANGUARD INDEX FDS | $83.64万 | 0.09% | 1,400 | -8 | -0.6% | -$4,779 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $85.42万 | 0.10% | 1,800 | -130 | -6.7% | -$6.17万 | 减仓 |
| IJK | ISHARES TR | $85.91万 | 0.10% | 8,538 | -738 | -8.0% | -$7.43万 | 减仓 |
| MKL | MARKEL GROUP INC | $91.88万 | 0.10% | 480 | 30 | 6.7% | $5.74万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $92.95万 | 0.10% | 27,721 | -6,950 | -20.0% | -$23.30万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $93.88万 | 0.11% | 810 | 60 | 8.0% | $6.95万 | 加仓 |
| ETN | EATON CORP PLC | $95.14万 | 0.11% | 2,660 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $95.80万 | 0.11% | 3,231 | -236 | -6.8% | -$7.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $98.33万 | 0.11% | 1,968 | 87 | 4.6% | $4.35万 | 加仓 |
| ROL | ROLLINS INC | $105.86万 | 0.12% | 19,820 | -120 | -0.6% | -$6,409 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $106.27万 | 0.12% | 2,550 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $107.03万 | 0.12% | 27,241 | 6 | 0.0% | $236 | 加仓 |
| YUM | YUM BRANDS INC | $108.74万 | 0.12% | 6,994 | -20 | -0.3% | -$3,110 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $109.61万 | 0.12% | 42,355 | 3,814 | 9.9% | $9.87万 | 加仓 |
| — | THOMSON REUTERS CORP | $113.79万 | 0.13% | 12,646 | 175 | 1.4% | $1.57万 | 加仓 |
| PEP | PEPSICO INC | $113.97万 | 0.13% | 7,339 | -426 | -5.5% | -$6.62万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $120.81万 | 0.14% | 31,927 | -105 | -0.3% | -$3,973 | 减仓 |
| KLAC | KLA CORP | $125.89万 | 0.14% | 855 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $131.32万 | 0.15% | 55,433 | 36,399 | 191.2% | $86.23万 | 加仓 |
| ET | ENERGY TRANSFER L P | $135.34万 | 0.15% | 70,123 | 898 | 1.3% | $1.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $136.30万 | 0.15% | 4,033 | -350 | -8.0% | -$11.83万 | 减仓 |
| BLK | BLACKROCK INC | $137.52万 | 0.16% | 1,430 | -36 | -2.5% | -$3.46万 | 减仓 |
| WPC | WP CAREY INC | $138.72万 | 0.16% | 20,412 | -8,861 | -30.3% | -$60.22万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $139.58万 | 0.16% | 16,377 | 134 | 0.8% | $1.14万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $144.36万 | 0.16% | 57,375 | 3,125 | 5.8% | $7.86万 | 加仓 |
| URI | UNITED RENTALS INC | $159.48万 | 0.18% | 2,189 | -48 | -2.1% | -$3.50万 | 减仓 |
| — | ALPS ETF TR | $160.68万 | 0.18% | 30,699 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $164.56万 | 0.19% | 17,863 | -105 | -0.6% | -$9,673 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $167.94万 | 0.19% | 37,074 | 723 | 2.0% | $3.28万 | 加仓 |
| SYY | SYSCO CORP | $173.85万 | 0.20% | 24,373 | -2,650 | -9.8% | -$18.90万 | 减仓 |
| LIN | LINDE PLC | $174.71万 | 0.20% | 3,524 | 127 | 3.7% | $6.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $181.38万 | 0.20% | 6,703 | -2,378 | -26.2% | -$64.35万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $182.22万 | 0.21% | 46,390 | -3,419 | -6.9% | -$13.43万 | 减仓 |
| ROST | ROSS STORES INC | $183.44万 | 0.21% | 8,468 | 174 | 2.1% | $3.77万 | 加仓 |
| VMC | VULCAN MATLS CO | $186.42万 | 0.21% | 6,846 | 103 | 1.5% | $2.80万 | 加仓 |
| MO | ALTRIA GROUP INC | $191.46万 | 0.22% | 29,014 | 568 | 2.0% | $3.75万 | 加仓 |
| MGK | VANGUARD WORLD FD | $199.91万 | 0.23% | 5,441 | -1,655 | -23.3% | -$60.81万 | 减仓 |
| CI | THE CIGNA GROUP | $205.02万 | 0.23% | 7,686 | 130 | 1.7% | $3.47万 | 加仓 |
| QXO | QXO INC | $205.73万 | 0.23% | 105,935 | 105,935 | — | $205.73万 | 新建仓 |
| IVV | ISHARES TR | $208.44万 | 0.24% | 3,191 | -31 | -1.0% | -$2.02万 | 减仓 |
| DG | DOLLAR GEN CORP | $210.75万 | 0.24% | 17,750 | 35 | 0.2% | $4,156 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $214.00万 | 0.24% | 15,825 | 70 | 0.4% | $9,466 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $226.64万 | 0.26% | 3,850 | -300 | -7.2% | -$17.66万 | 减仓 |
| TSLA | TESLA INC | $229.63万 | 0.26% | 6,177 | 946 | 18.1% | $35.17万 | 加仓 |
| FAST | FASTENAL CO | $238.30万 | 0.27% | 51,358 | -2,624 | -4.9% | -$12.18万 | 减仓 |
| T | AT&T INC | $238.98万 | 0.27% | 82,434 | -5,867 | -6.6% | -$17.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $239.54万 | 0.27% | 25,950 | 765 | 3.0% | $7.06万 | 加仓 |
| MCD | MCDONALDS CORP | $240.03万 | 0.27% | 7,723 | -104 | -1.3% | -$3.23万 | 减仓 |
| EMR | EMERSON ELEC CO | $243.33万 | 0.27% | 18,572 | -597 | -3.1% | -$7.82万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $249.41万 | 0.28% | 30,096 | 11,541 | 62.2% | $95.64万 | 加仓 |
| PLD | PROLOGIS INC. | $253.24万 | 0.29% | 19,159 | 28 | 0.1% | $3,701 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $255.49万 | 0.29% | 14,005 | -170 | -1.2% | -$3.10万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $270.18万 | 0.30% | 40,284 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $270.46万 | 0.31% | 11,158 | 95 | 0.9% | $2.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $270.59万 | 0.31% | 7,884 | 211 | 2.7% | $7.24万 | 加仓 |
| GGG | GRACO INC | $274.53万 | 0.31% | 32,432 | -223 | -0.7% | -$1.89万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $275.74万 | 0.31% | 6,175 | -20 | -0.3% | -$8,931 | 减仓 |
| MELI | MERCADOLIBRE INC | $283.91万 | 0.32% | 1,642 | -34 | -2.0% | -$5.88万 | 减仓 |
| VGT | VANGUARD WORLD FD | $286.68万 | 0.32% | 4,109 | -481 | -10.5% | -$33.56万 | 减仓 |
| WM | WASTE MGMT INC DEL | $296.01万 | 0.33% | 12,882 | 61 | 0.5% | $1.40万 | 加仓 |
| SLB | SLB LIMITED | $300.89万 | 0.34% | 58,550 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $319.42万 | 0.36% | 29,410 | 750 | 2.6% | $8.15万 | 加仓 |
| WRB | BERKLEY W R CORP | $342.83万 | 0.39% | 51,725 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $345.80万 | 0.39% | 123,148 | -16,018 | -11.5% | -$44.98万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $347.84万 | 0.39% | 21,408 | 61 | 0.3% | $9,911 | 加仓 |
| CB | CHUBB LTD SWITZ | $348.45万 | 0.39% | 10,691 | 455 | 4.4% | $14.83万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $360.71万 | 0.41% | 11,253 | -415 | -3.6% | -$13.30万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $363.79万 | 0.41% | 191,872 | -3,675 | -1.9% | -$6.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $374.32万 | 0.42% | 61,718 | -6,730 | -9.8% | -$40.82万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $374.57万 | 0.42% | 10,852 | 789 | 7.8% | $27.23万 | 加仓 |
| SNA | SNAP ON INC | $385.19万 | 0.43% | 10,605 | -10 | -0.1% | -$3,632 | 减仓 |
| ZTS | ZOETIS INC | $390.05万 | 0.44% | 32,996 | 864 | 2.7% | $10.21万 | 加仓 |