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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INC | $23.80万 | 0.03% | 2,970 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.19万 | 0.03% | 1,273 | 1,273 | — | $23.19万 | 新建仓 |
| AIQ | GLOBAL X FDS | $22.91万 | 0.03% | 4,908 | 4 | 0.1% | $187 | 加仓 |
| BE | BLOOM ENERGY CORP | $22.87万 | 0.03% | 1,688 | 1,688 | — | $22.87万 | 新建仓 |
| IYW | ISHARES TR | $22.59万 | 0.03% | 1,245 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $22.28万 | 0.03% | 1,700 | 1,700 | — | $22.28万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $21.50万 | 0.02% | 933 | 933 | — | $21.50万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.40万 | 0.02% | 3,800 | -18,317 | -82.8% | -$103.14万 | 重新持有 |
| HNRG | HALLADOR ENERGY COMPANY | $21.39万 | 0.02% | 13,140 | 13,140 | — | $21.39万 | 新建仓 |
| DOCU | DOCUSIGN INC | $21.10万 | 0.02% | 4,450 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC | $21.05万 | 0.02% | 5,008 | -4,786 | -48.9% | -$20.12万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $20.84万 | 0.02% | 2,104 | 2,104 | — | $20.84万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $20.81万 | 0.02% | 15,895 | 15,895 | — | $20.81万 | 新建仓 |
| ALLE | ALLEGION PLC | $20.34万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $20.14万 | 0.02% | 5,095 | 2 | 0.0% | $79 | 加仓 |
| RDW | REDWIRE CORPORATION | $18.28万 | 0.02% | 21,509 | 21,509 | — | $18.28万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $17.03万 | 0.02% | 56,760 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $13.26万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $11.02万 | 0.01% | 14,400 | -2,000 | -12.2% | -$1.53万 | 减仓 |
| — | MERLIN INC | $10.39万 | 0.01% | 14,135 | 14,135 | — | $10.39万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $10.16万 | 0.01% | 14,785 | 14,785 | — | $10.16万 | 新建仓 |
| — | BIOMEA FUSION INC | $8.92万 | 0.01% | 58,300 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $4.84万 | 0.01% | 28,500 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $4.21万 | 0.00% | 14,620 | 3,000 | 25.8% | $8,640 | 加仓 |
| RR | RICHTECH ROBOTICS INC | $2.93万 | 0.00% | 14,010 | 14,010 | — | $2.93万 | 新建仓 |
| — | DEFI TECHNOLOGIES INC | $2.68万 | 0.00% | 48,500 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $1.54万 | 0.00% | 10,000 | 10,000 | — | $1.54万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $1.31万 | 0.00% | 10,000 | -7,505 | -42.9% | -$9,832 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -13,668 | -100.0% | -$305.74万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -1,714 | -100.0% | -$131.32万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -4,628 | -100.0% | -$85.25万 | 清仓 |
| — | CHURCHILL CAP CORP X | $0 | 0.00% | 0 | -48,766 | -100.0% | -$76.08万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,576 | -100.0% | -$73.88万 | 清仓 |
| CLOZ | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,359 | -100.0% | -$60.49万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES INC | $0 | 0.00% | 0 | -11,617 | -100.0% | -$39.99万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,575 | -100.0% | -$38.77万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -9,171 | -100.0% | -$33.57万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,806 | -100.0% | -$33.51万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -19,935 | -100.0% | -$32.35万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,319 | -100.0% | -$27.99万 | 清仓 |
| EWW | ISHARES INC | $0 | 0.00% | 0 | -4,011 | -100.0% | -$27.81万 | 清仓 |
| EIS | ISHARES INC | $0 | 0.00% | 0 | -2,526 | -100.0% | -$27.79万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,512 | -100.0% | -$24.72万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -16,725 | -100.0% | -$23.83万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -412 | -100.0% | -$23.33万 | 清仓 |
| — | CAMBRIA ETF TR | $0 | 0.00% | 0 | -37,582 | -100.0% | -$23.15万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -8,144 | -100.0% | -$22.86万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -3,120 | -100.0% | -$22.51万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,442 | -100.0% | -$22.37万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -1,408 | -100.0% | -$22.20万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,557 | -100.0% | -$21.93万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DXYZ | DESTINY TECH100 INC | $0 | 0.00% | 0 | -6,780 | -100.0% | -$20.77万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,130 | -100.0% | -$20.47万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,382 | -100.0% | -$20.09万 | 清仓 |
| — | INFLECTION POINT ACQUISITION | $0 | 0.00% | 0 | -11,030 | -100.0% | -$11.82万 | 清仓 |