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 |
|---|---|---|---|---|---|---|---|---|
| BAM | BROOKFIELD ASSET MANAGMT LTD | $41.58万 | 0.04% | 9,271 | 11 | 0.1% | $493 | 加仓 |
| INTC | INTEL CORP | $42.46万 | 0.04% | 3,041 | 3,041 | — | $42.46万 | 新建仓 |
| EEM | ISHARES TR | $43.10万 | 0.05% | 6,300 | -28 | -0.4% | -$1,915 | 减仓 |
| NFLX | NETFLIX INC. | $43.27万 | 0.05% | 6,060 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $43.39万 | 0.05% | 4,944 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $43.66万 | 0.05% | 7,536 | 7,536 | — | $43.66万 | 新建仓 |
| ITA | ISHARES TR | $48.92万 | 0.05% | 2,018 | -8 | -0.4% | -$1,939 | 减仓 |
| VB | VANGUARD INDEX FDS | $49.26万 | 0.05% | 1,625 | -2 | -0.1% | -$606 | 减仓 |
| BE | BLOOM ENERGY CORP | $51.34万 | 0.05% | 1,696 | 8 | 0.5% | $2,422 | 加仓 |
| CEVA | CEVA INC | $55.02万 | 0.06% | 11,667 | 11,667 | — | $55.02万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $55.08万 | 0.06% | 10,871 | 2,112 | 24.1% | $10.70万 | 加仓 |
| VELO | VELO3D INC | $58.10万 | 0.06% | 33,103 | 33,103 | — | $58.10万 | 新建仓 |
| PATH | UIPATH INC | $58.49万 | 0.06% | 53,811 | -148 | -0.3% | -$1,609 | 减仓 |
| VICI | VICI PPTYS INC | $59.26万 | 0.06% | 22,320 | 3,616 | 19.3% | $9.60万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $60.19万 | 0.06% | 5,599 | 535 | 10.6% | $5.75万 | 加仓 |
| INFQ | INFLEQTION INC | $61.36万 | 0.06% | 46,065 | -18,168 | -28.3% | -$24.20万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $63.26万 | 0.07% | 19,617 | 3,680 | 23.1% | $11.87万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $64.37万 | 0.07% | 9,372 | 30 | 0.3% | $2,060 | 加仓 |
| ABSI | ABSCI CORPORATION | $65.84万 | 0.07% | 56,760 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $68.05万 | 0.07% | 2,284 | 180 | 8.6% | $5.36万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $68.46万 | 0.07% | 18,444 | 42 | 0.2% | $1,559 | 加仓 |
| SPGI | S&P GLOBAL INC | $70.25万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $73.48万 | 0.08% | 27,813 | 2,259 | 8.8% | $5.97万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $73.97万 | 0.08% | 4,089 | -417 | -9.3% | -$7.54万 | 减仓 |
| IVES | WEDBUSH SER TR | $74.00万 | 0.08% | 19,422 | -1,756 | -8.3% | -$6.69万 | 减仓 |
| HACK | AMPLIFY ETF TR | $74.21万 | 0.08% | 7,072 | 559 | 8.6% | $5.87万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR | $76.91万 | 0.08% | 27,860 | 27,860 | — | $76.91万 | 新建仓 |
| AON | AON PLC | $77.52万 | 0.08% | 2,337 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $78.78万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $79.33万 | 0.08% | 19,005 | -815 | -4.1% | -$3.40万 | 减仓 |
| O | REALTY INCOME CORP | $79.88万 | 0.08% | 12,893 | -8 | -0.1% | -$496 | 减仓 |
| DE | DEERE & CO | $79.93万 | 0.08% | 1,260 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $82.64万 | 0.09% | 8,598 | -2,000 | -18.9% | -$19.22万 | 减仓 |
| — | LISTED FDS TR | $87.14万 | 0.09% | 15,029 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $87.14万 | 0.09% | 5,771 | 5,771 | — | $87.14万 | 新建仓 |
| CSCO | CISCO SYS INC | $88.26万 | 0.09% | 7,514 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $88.67万 | 0.09% | 27,735 | 14 | 0.1% | $448 | 加仓 |
| IJJ | ISHARES TR | $91.90万 | 0.10% | 6,221 | 36 | 0.6% | $5,318 | 加仓 |
| MKL | MARKEL GROUP INC | $93.74万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $94.20万 | 0.10% | 27,561 | 320 | 1.2% | $1.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $96.30万 | 0.10% | 1,875 | -93 | -4.7% | -$4.78万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $97.17万 | 0.10% | 11,898 | -748 | -5.9% | -$6.11万 | 减仓 |
| LLY | ELI LILLY & CO | $98.95万 | 0.10% | 825 | 54 | 7.0% | $6.48万 | 加仓 |
| IJK | ISHARES TR | $100.56万 | 0.11% | 8,558 | 20 | 0.2% | $2,350 | 加仓 |
| PEP | PEPSICO INC | $102.65万 | 0.11% | 7,581 | 242 | 3.3% | $3.28万 | 加仓 |
| YUM | YUM BRANDS INC | $107.25万 | 0.11% | 6,709 | -285 | -4.1% | -$4.56万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $107.90万 | 0.11% | 810 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $113.35万 | 0.12% | 2,660 | 0 | 0.0% | — | 不变 |
| — | SERIES PORTFOLIOS TR | $116.34万 | 0.12% | 45,417 | 20,521 | 82.4% | $52.56万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $117.63万 | 0.12% | 31,999 | 72 | 0.2% | $2,647 | 加仓 |
| VOO | VANGUARD INDEX FDS | $119.45万 | 0.13% | 1,739 | 339 | 24.2% | $23.29万 | 加仓 |
| VICR | VICOR CORP | $120.58万 | 0.13% | 3,175 | 3,175 | — | $120.58万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $121.04万 | 0.13% | 1,049 | -161 | -13.3% | -$18.58万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $128.09万 | 0.13% | 2,608 | 58 | 2.3% | $2.85万 | 加仓 |
| ET | ENERGY TRANSFER L P | $135.86万 | 0.14% | 71,058 | 935 | 1.3% | $1.79万 | 加仓 |
| BLK | BLACKROCK INC | $137.50万 | 0.14% | 1,430 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $144.42万 | 0.15% | 20,198 | -214 | -1.0% | -$1.53万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $147.50万 | 0.16% | 16,089 | -288 | -1.8% | -$2.64万 | 减仓 |
| ZTS | ZOETIS INC | $160.68万 | 0.17% | 22,360 | -10,636 | -32.2% | -$76.43万 | 减仓 |
| SYY | SYSCO CORP | $164.72万 | 0.17% | 19,708 | -4,665 | -19.1% | -$38.99万 | 减仓 |
| T | AT&T INC | $171.24万 | 0.18% | 82,727 | 293 | 0.4% | $6,065 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $173.23万 | 0.18% | 62,789 | 20,434 | 48.2% | $56.38万 | 加仓 |
| PAYX | PAYCHEX INC | $174.13万 | 0.18% | 17,709 | -154 | -0.9% | -$1.51万 | 减仓 |
| ROST | ROSS STORES INC | $174.77万 | 0.18% | 8,211 | -257 | -3.0% | -$5.47万 | 减仓 |
| LIN | LINDE PLC | $184.33万 | 0.19% | 3,552 | 28 | 0.8% | $1.45万 | 加仓 |
| — | ALPS ETF TR | $185.54万 | 0.20% | 28,699 | -2,000 | -6.5% | -$12.93万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $187.56万 | 0.20% | 67,178 | 9,803 | 17.1% | $27.37万 | 加仓 |
| MELI | MERCADOLIBRE INC | $188.92万 | 0.20% | 1,113 | -529 | -32.2% | -$89.79万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $192.60万 | 0.20% | 4,033 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $193.06万 | 0.20% | 61,075 | 24,001 | 64.7% | $75.87万 | 加仓 |
| VMC | VULCAN MATLS CO | $196.74万 | 0.21% | 6,669 | -177 | -2.6% | -$5.22万 | 减仓 |
| MCD | MCDONALDS CORP | $198.85万 | 0.21% | 7,356 | -367 | -4.8% | -$9.92万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $204.93万 | 0.22% | 12,415 | 9,548 | 333.0% | $157.61万 | 加仓 |
| DG | DOLLAR GEN CORP | $205.70万 | 0.22% | 17,870 | 120 | 0.7% | $1.38万 | 加仓 |
| CI | THE CIGNA GROUP | $208.17万 | 0.22% | 7,551 | -135 | -1.8% | -$3.72万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $208.65万 | 0.22% | 15,745 | -80 | -0.5% | -$1.06万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $210.26万 | 0.22% | 51,635 | 5,245 | 11.3% | $21.36万 | 加仓 |
| MO | ALTRIA GROUP INC | $217.69万 | 0.23% | 30,256 | 1,242 | 4.3% | $8.94万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $221.11万 | 0.23% | 3,834 | -16 | -0.4% | -$9,227 | 减仓 |
| MGK | VANGUARD WORLD FD | $234.57万 | 0.25% | 26,683 | -522 | -1.9% | -$4.59万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $235.06万 | 0.25% | 25,525 | -425 | -1.6% | -$3.91万 | 减仓 |
| IVV | ISHARES TR | $239.35万 | 0.25% | 3,196 | 5 | 0.2% | $3,744 | 加仓 |
| FAST | FASTENAL CO | $240.12万 | 0.25% | 49,994 | -1,364 | -2.7% | -$6.55万 | 减仓 |
| GGG | GRACO INC | $245.23万 | 0.26% | 32,433 | 1 | 0.0% | $76 | 加仓 |
| URI | UNITED RENTALS INC | $251.61万 | 0.27% | 2,221 | 32 | 1.5% | $3.63万 | 加仓 |
| QXO | QXO INC | $252.14万 | 0.27% | 145,912 | 39,977 | 37.7% | $69.08万 | 加仓 |
| SLB | SLB LIMITED | $255.93万 | 0.27% | 55,050 | -3,500 | -6.0% | -$16.27万 | 减仓 |
| PLD | PROLOGIS INC. | $256.23万 | 0.27% | 18,914 | -245 | -1.3% | -$3.32万 | 减仓 |
| KLAC | KLA CORP | $257.96万 | 0.27% | 8,550 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $258.92万 | 0.27% | 6,156 | -21 | -0.3% | -$8,833 | 减仓 |
| EMR | EMERSON ELEC CO | $270.58万 | 0.29% | 18,902 | 330 | 1.8% | $4.72万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $271.08万 | 0.29% | 13,512 | -493 | -3.5% | -$9.89万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $271.91万 | 0.29% | 19,855 | -1,553 | -7.3% | -$21.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $273.19万 | 0.29% | 7,712 | -172 | -2.2% | -$6.09万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $281.13万 | 0.30% | 6,764 | 61 | 0.9% | $2.54万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $282.05万 | 0.30% | 193,582 | 1,710 | 0.9% | $2.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $287.13万 | 0.30% | 12,883 | 1 | 0.0% | $223 | 加仓 |
| CCJ | CAMECO CORP | $298.52万 | 0.31% | 29,307 | -103 | -0.4% | -$1.05万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $304.17万 | 0.32% | 10,467 | -385 | -3.5% | -$11.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $305.09万 | 0.32% | 6,142 | -33 | -0.5% | -$1.64万 | 减仓 |