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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $198.85万 | 0.21% | 7,356 | -367 | -4.8% | -$9.92万 | 减仓 |
| VMC | VULCAN MATLS CO | $196.74万 | 0.21% | 6,669 | -177 | -2.6% | -$5.22万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $193.06万 | 0.20% | 61,075 | 24,001 | 64.7% | $75.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $192.60万 | 0.20% | 4,033 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $188.92万 | 0.20% | 1,113 | -529 | -32.2% | -$89.79万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $187.56万 | 0.20% | 67,178 | 9,803 | 17.1% | $27.37万 | 加仓 |
| — | ALPS ETF TR | $185.54万 | 0.20% | 28,699 | -2,000 | -6.5% | -$12.93万 | 减仓 |
| LIN | LINDE PLC | $184.33万 | 0.19% | 3,552 | 28 | 0.8% | $1.45万 | 加仓 |
| ROST | ROSS STORES INC | $174.77万 | 0.18% | 8,211 | -257 | -3.0% | -$5.47万 | 减仓 |
| PAYX | PAYCHEX INC | $174.13万 | 0.18% | 17,709 | -154 | -0.9% | -$1.51万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $173.23万 | 0.18% | 62,789 | 20,434 | 48.2% | $56.38万 | 加仓 |
| T | AT&T INC | $171.24万 | 0.18% | 82,727 | 293 | 0.4% | $6,065 | 加仓 |
| SYY | SYSCO CORP | $164.72万 | 0.17% | 19,708 | -4,665 | -19.1% | -$38.99万 | 减仓 |
| ZTS | ZOETIS INC | $160.68万 | 0.17% | 22,360 | -10,636 | -32.2% | -$76.43万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $147.50万 | 0.16% | 16,089 | -288 | -1.8% | -$2.64万 | 减仓 |
| WPC | WP CAREY INC | $144.42万 | 0.15% | 20,198 | -214 | -1.0% | -$1.53万 | 减仓 |
| BLK | BLACKROCK INC | $137.50万 | 0.14% | 1,430 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $135.86万 | 0.14% | 71,058 | 935 | 1.3% | $1.79万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $128.09万 | 0.13% | 2,608 | 58 | 2.3% | $2.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $121.04万 | 0.13% | 1,049 | -161 | -13.3% | -$18.58万 | 减仓 |
| VICR | VICOR CORP | $120.58万 | 0.13% | 3,175 | 3,175 | — | $120.58万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $119.45万 | 0.13% | 1,739 | 339 | 24.2% | $23.29万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $117.63万 | 0.12% | 31,999 | 72 | 0.2% | $2,647 | 加仓 |
| — | SERIES PORTFOLIOS TR | $116.34万 | 0.12% | 45,417 | 20,521 | 82.4% | $52.56万 | 加仓 |
| ETN | EATON CORP PLC | $113.35万 | 0.12% | 2,660 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $107.90万 | 0.11% | 810 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $107.25万 | 0.11% | 6,709 | -285 | -4.1% | -$4.56万 | 减仓 |
| PEP | PEPSICO INC | $102.65万 | 0.11% | 7,581 | 242 | 3.3% | $3.28万 | 加仓 |
| IJK | ISHARES TR | $100.56万 | 0.11% | 8,558 | 20 | 0.2% | $2,350 | 加仓 |
| LLY | ELI LILLY & CO | $98.95万 | 0.10% | 825 | 54 | 7.0% | $6.48万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $97.17万 | 0.10% | 11,898 | -748 | -5.9% | -$6.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $96.30万 | 0.10% | 1,875 | -93 | -4.7% | -$4.78万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $94.20万 | 0.10% | 27,561 | 320 | 1.2% | $1.09万 | 加仓 |
| MKL | MARKEL GROUP INC | $93.74万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $91.90万 | 0.10% | 6,221 | 36 | 0.6% | $5,318 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $88.67万 | 0.09% | 27,735 | 14 | 0.1% | $448 | 加仓 |
| CSCO | CISCO SYS INC | $88.26万 | 0.09% | 7,514 | 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 |
| — | LISTED FDS TR | $87.14万 | 0.09% | 15,029 | 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 |
| DE | DEERE & CO | $79.93万 | 0.08% | 1,260 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $79.88万 | 0.08% | 12,893 | -8 | -0.1% | -$496 | 减仓 |
| ROL | ROLLINS INC | $79.33万 | 0.08% | 19,005 | -815 | -4.1% | -$3.40万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $78.78万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $77.52万 | 0.08% | 2,337 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR | $76.91万 | 0.08% | 27,860 | 27,860 | — | $76.91万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $74.21万 | 0.08% | 7,072 | 559 | 8.6% | $5.87万 | 加仓 |
| IVES | WEDBUSH SER TR | $74.00万 | 0.08% | 19,422 | -1,756 | -8.3% | -$6.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $73.97万 | 0.08% | 4,089 | -417 | -9.3% | -$7.54万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $73.48万 | 0.08% | 27,813 | 2,259 | 8.8% | $5.97万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $70.25万 | 0.07% | 1,725 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $68.46万 | 0.07% | 18,444 | 42 | 0.2% | $1,559 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.05万 | 0.07% | 2,284 | 180 | 8.6% | $5.36万 | 加仓 |
| ABSI | ABSCI CORPORATION | $65.84万 | 0.07% | 56,760 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $64.37万 | 0.07% | 9,372 | 30 | 0.3% | $2,060 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $63.26万 | 0.07% | 19,617 | 3,680 | 23.1% | $11.87万 | 加仓 |
| INFQ | INFLEQTION INC | $61.36万 | 0.06% | 46,065 | -18,168 | -28.3% | -$24.20万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $60.19万 | 0.06% | 5,599 | 535 | 10.6% | $5.75万 | 加仓 |
| VICI | VICI PPTYS INC | $59.26万 | 0.06% | 22,320 | 3,616 | 19.3% | $9.60万 | 加仓 |
| PATH | UIPATH INC | $58.49万 | 0.06% | 53,811 | -148 | -0.3% | -$1,609 | 减仓 |
| VELO | VELO3D INC | $58.10万 | 0.06% | 33,103 | 33,103 | — | $58.10万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $55.08万 | 0.06% | 10,871 | 2,112 | 24.1% | $10.70万 | 加仓 |
| CEVA | CEVA INC | $55.02万 | 0.06% | 11,667 | 11,667 | — | $55.02万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $51.34万 | 0.05% | 1,696 | 8 | 0.5% | $2,422 | 加仓 |
| VB | VANGUARD INDEX FDS | $49.26万 | 0.05% | 1,625 | -2 | -0.1% | -$606 | 减仓 |
| ITA | ISHARES TR | $48.92万 | 0.05% | 2,018 | -8 | -0.4% | -$1,939 | 减仓 |
| TEM | TEMPUS AI INC | $43.66万 | 0.05% | 7,536 | 7,536 | — | $43.66万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $43.39万 | 0.05% | 4,944 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $43.27万 | 0.05% | 6,060 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $43.10万 | 0.05% | 6,300 | -28 | -0.4% | -$1,915 | 减仓 |
| INTC | INTEL CORP | $42.46万 | 0.04% | 3,041 | 3,041 | — | $42.46万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $41.58万 | 0.04% | 9,271 | 11 | 0.1% | $493 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $40.84万 | 0.04% | 6,613 | 11 | 0.2% | $679 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $40.61万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $39.95万 | 0.04% | 3,156 | 12 | 0.4% | $1,519 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.33万 | 0.04% | 11,814 | -3,300 | -21.8% | -$10.99万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $37.17万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $36.82万 | 0.04% | 989 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.90万 | 0.04% | 618 | 618 | — | $35.90万 | 新建仓 |
| BCE | BCE INC | $35.54万 | 0.04% | 16,521 | 119 | 0.7% | $2,560 | 加仓 |
| ARM | ARM HOLDINGS PLC | $35.46万 | 0.04% | 1,000 | 1,000 | — | $35.46万 | 新建仓 |
| IYJ | ISHARES TR | $35.45万 | 0.04% | 2,127 | 7 | 0.3% | $1,167 | 加仓 |
| — | KRANESHARES TRUST | $35.20万 | 0.04% | 8,540 | 324 | 3.9% | $1.34万 | 加仓 |
| IYE | ISHARES TR | $34.45万 | 0.04% | 6,087 | -1,604 | -20.9% | -$9.08万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $33.96万 | 0.04% | 4,110 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $33.76万 | 0.04% | 467 | 467 | — | $33.76万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $33.26万 | 0.04% | 1,958 | 14 | 0.7% | $2,378 | 加仓 |
| BA | BOEING CO | $33.12万 | 0.03% | 1,530 | -20 | -1.3% | -$4,329 | 减仓 |
| GLW | CORNING INC | $33.00万 | 0.03% | 1,292 | 1,292 | — | $33.00万 | 新建仓 |
| AIQ | GLOBAL X FDS | $32.20万 | 0.03% | 4,908 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $31.40万 | 0.03% | 1,245 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $31.31万 | 0.03% | 7,110 | 7,110 | — | $31.31万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $30.81万 | 0.03% | 25,193 | 3,684 | 17.1% | $4.51万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $30.43万 | 0.03% | 4,004 | 4,004 | — | $30.43万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $30.41万 | 0.03% | 1,101 | 1,101 | — | $30.41万 | 新建仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $30.05万 | 0.03% | 12,675 | -42,758 | -77.1% | -$101.38万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $29.92万 | 0.03% | 3,377 | -4,745 | -58.4% | -$42.04万 | 减仓 |
| BN | BROOKFIELD CORP | $29.51万 | 0.03% | 6,929 | 6 | 0.1% | $256 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $27.87万 | 0.03% | 3,800 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $26.62万 | 0.03% | 1,678 | -529 | -24.0% | -$8.39万 | 重新持有 |