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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,353.24万 | 4.91% | 171,529 | -2,697 | -1.5% | -$68.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,905.26万 | 3.28% | 78,484 | -2,645 | -3.3% | -$97.91万 | 减仓 |
| ASML | ASML HLDG NV | $2,675.37万 | 3.02% | 20,255 | -1,531 | -7.0% | -$202.22万 | 减仓 |
| TJX | TJX COS INC NEW | $2,176.81万 | 2.46% | 136,306 | -10,080 | -6.9% | -$160.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,889.06万 | 2.13% | 64,219 | -1,445 | -2.2% | -$42.51万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,887.07万 | 2.13% | 205,877 | -12,408 | -5.7% | -$113.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,866.99万 | 2.11% | 76,378 | -1,393 | -1.8% | -$34.05万 | 减仓 |
| GOOGL | ALPHABET INC | $1,760.18万 | 1.99% | 61,211 | 950 | 1.6% | $27.32万 | 加仓 |
| WMT | WALMART INC | $1,760.12万 | 1.99% | 141,625 | -2,982 | -2.1% | -$37.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,716.20万 | 1.94% | 215,576 | -4,056 | -1.8% | -$32.29万 | 减仓 |
| ABBV | ABBVIE INC | $1,712.18万 | 1.93% | 78,725 | -2,204 | -2.7% | -$47.93万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,667.43万 | 1.88% | 342,036 | -2,490 | -0.7% | -$12.14万 | 减仓 |
| AMZN | AMAZON COM INC | $1,606.32万 | 1.81% | 77,127 | 1,203 | 1.6% | $25.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,573.88万 | 1.78% | 76,070 | 4,759 | 6.7% | $98.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,572.29万 | 1.77% | 90,154 | 14,093 | 18.5% | $245.78万 | 加仓 |
| V | VISA INC | $1,551.49万 | 1.75% | 51,333 | 1,448 | 2.9% | $43.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,432.26万 | 1.62% | 16,930 | -1,497 | -8.1% | -$126.64万 | 减仓 |
| CAT | CATERPILLAR INC | $1,420.02万 | 1.60% | 20,044 | -434 | -2.1% | -$30.75万 | 减仓 |
| HD | HOME DEPOT INC | $1,416.93万 | 1.60% | 43,082 | 401 | 0.9% | $13.19万 | 加仓 |
| — | EXXON MOBIL CORP | $1,388.81万 | 1.57% | 81,859 | 3,443 | 4.4% | $58.41万 | 加仓 |
| RTX | RTX CORPORATION | $1,330.52万 | 1.50% | 68,975 | -6,190 | -8.2% | -$119.40万 | 减仓 |
| — | HONEYWELL INTL INC | $1,328.51万 | 1.50% | 58,776 | 8,924 | 17.9% | $201.71万 | 加仓 |
| MRK | MERCK & CO INC | $1,322.86万 | 1.49% | 109,973 | -3,133 | -2.8% | -$37.69万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,210.43万 | 1.37% | 40,017 | -1,856 | -4.4% | -$56.14万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,121.43万 | 1.26% | 125,174 | 5,471 | 4.6% | $49.01万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,094.08万 | 1.23% | 57,705 | 5,012 | 9.5% | $95.03万 | 加仓 |
| GOOG | ALPHABET INC | $1,069.29万 | 1.21% | 37,276 | -1,461 | -3.8% | -$41.91万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,060.64万 | 1.20% | 36,512 | 1,567 | 4.5% | $45.52万 | 加仓 |
| KO | COCA COLA CO | $1,057.49万 | 1.19% | 139,052 | -8,370 | -5.7% | -$63.65万 | 减仓 |
| DOV | DOVER CORP | $1,035.62万 | 1.17% | 49,682 | -4,527 | -8.4% | -$94.36万 | 减仓 |
| QCOM | QUALCOMM INC | $1,027.20万 | 1.16% | 79,764 | -622 | -0.8% | -$8.01万 | 减仓 |
| AVGO | BROADCOM INC | $992.04万 | 1.12% | 32,052 | 8,215 | 34.5% | $254.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $933.58万 | 1.05% | 13 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $923.01万 | 1.04% | 95,768 | 13,652 | 16.6% | $131.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $895.58万 | 1.01% | 45,165 | 10,706 | 31.1% | $212.29万 | 加仓 |
| GEV | GE VERNOVA INC | $874.47万 | 0.99% | 10,018 | -189 | -1.9% | -$16.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $866.79万 | 0.98% | 8,699 | -4 | -0.0% | -$3,986 | 减仓 |
| QQQ | INVESCO QQQ TR | $829.36万 | 0.94% | 14,369 | -958 | -6.3% | -$55.29万 | 减仓 |
| BX | BLACKSTONE INC | $822.60万 | 0.93% | 71,537 | -16,222 | -18.5% | -$186.54万 | 减仓 |
| MMM | 3M CO | $772.65万 | 0.87% | 53,202 | 2,410 | 4.7% | $35.00万 | 加仓 |
| ORCL | ORACLE CORP | $739.38万 | 0.83% | 50,261 | -499 | -1.0% | -$7.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $671.90万 | 0.76% | 65,442 | 6,023 | 10.1% | $61.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $671.79万 | 0.76% | 14,019 | -840 | -5.7% | -$40.25万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $638.47万 | 0.72% | 24,529 | -240 | -1.0% | -$6.25万 | 减仓 |
| C | CITIGROUP INC | $600.86万 | 0.68% | 52,981 | -443 | -0.8% | -$5.02万 | 减仓 |
| AMLP | ALPS ETF TR | $599.82万 | 0.68% | 113,947 | -2,897 | -2.5% | -$15.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $593.92万 | 0.67% | 44,994 | 1,326 | 3.0% | $17.50万 | 加仓 |
| TGT | TARGET CORP | $522.46万 | 0.59% | 43,107 | -9,788 | -18.5% | -$118.63万 | 减仓 |
| CR | CRANE COMPANY | $521.46万 | 0.59% | 30,494 | -1,050 | -3.3% | -$17.96万 | 减仓 |
| META | META PLATFORMS INC | $518.51万 | 0.58% | 9,063 | 69 | 0.8% | $3.95万 | 加仓 |
| GE | GE AEROSPACE | $491.18万 | 0.55% | 17,309 | -95 | -0.5% | -$2.70万 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC | $486.16万 | 0.55% | 225,177 | -1,135 | -0.5% | -$2.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $471.99万 | 0.53% | 32,677 | -350 | -1.1% | -$5.06万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $471.92万 | 0.53% | 65,608 | -2,541 | -3.7% | -$18.28万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $467.88万 | 0.53% | 8,951 | 590 | 7.1% | $30.84万 | 加仓 |
| MS | MORGAN STANLEY | $448.47万 | 0.51% | 27,251 | 714 | 2.7% | $11.75万 | 加仓 |
| TFC | TRUIST FINL CORP | $446.77万 | 0.50% | 97,188 | -7,800 | -7.4% | -$35.86万 | 减仓 |
| SHEL | SHELL PLC | $438.22万 | 0.49% | 47,120 | -9,922 | -17.4% | -$92.28万 | 减仓 |
| ENB | ENBRIDGE INC | $430.62万 | 0.49% | 79,538 | -3,032 | -3.7% | -$16.42万 | 减仓 |
| UNP | UNION PAC CORP | $412.69万 | 0.47% | 17,010 | 496 | 3.0% | $12.03万 | 加仓 |
| FDX | FEDEX CORP | $409.43万 | 0.46% | 11,495 | 134 | 1.2% | $4.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $406.01万 | 0.46% | 80,879 | -4,908 | -5.7% | -$24.64万 | 减仓 |
| ZTS | ZOETIS INC | $390.05万 | 0.44% | 32,996 | 864 | 2.7% | $10.21万 | 加仓 |
| SNA | SNAP ON INC | $385.19万 | 0.43% | 10,605 | -10 | -0.1% | -$3,632 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $374.57万 | 0.42% | 10,852 | 789 | 7.8% | $27.23万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $374.32万 | 0.42% | 61,718 | -6,730 | -9.8% | -$40.82万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $363.79万 | 0.41% | 191,872 | -3,675 | -1.9% | -$6.97万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $360.71万 | 0.41% | 11,253 | -415 | -3.6% | -$13.30万 | 减仓 |
| CB | CHUBB LTD SWITZ | $348.45万 | 0.39% | 10,691 | 455 | 4.4% | $14.83万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $347.84万 | 0.39% | 21,408 | 61 | 0.3% | $9,911 | 加仓 |
| PFE | PFIZER INC | $345.80万 | 0.39% | 123,148 | -16,018 | -11.5% | -$44.98万 | 减仓 |
| WRB | BERKLEY W R CORP | $342.83万 | 0.39% | 51,725 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $319.42万 | 0.36% | 29,410 | 750 | 2.6% | $8.15万 | 加仓 |
| SLB | SLB LIMITED | $300.89万 | 0.34% | 58,550 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $296.01万 | 0.33% | 12,882 | 61 | 0.5% | $1.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $286.68万 | 0.32% | 4,109 | -481 | -10.5% | -$33.56万 | 减仓 |
| MELI | MERCADOLIBRE INC | $283.91万 | 0.32% | 1,642 | -34 | -2.0% | -$5.88万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $275.74万 | 0.31% | 6,175 | -20 | -0.3% | -$8,931 | 减仓 |
| GGG | GRACO INC | $274.53万 | 0.31% | 32,432 | -223 | -0.7% | -$1.89万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $270.59万 | 0.31% | 7,884 | 211 | 2.7% | $7.24万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $270.46万 | 0.31% | 11,158 | 95 | 0.9% | $2.30万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $270.18万 | 0.30% | 40,284 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $255.49万 | 0.29% | 14,005 | -170 | -1.2% | -$3.10万 | 减仓 |
| PLD | PROLOGIS INC. | $253.24万 | 0.29% | 19,159 | 28 | 0.1% | $3,701 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $249.41万 | 0.28% | 30,096 | 11,541 | 62.2% | $95.64万 | 加仓 |
| EMR | EMERSON ELEC CO | $243.33万 | 0.27% | 18,572 | -597 | -3.1% | -$7.82万 | 减仓 |
| MCD | MCDONALDS CORP | $240.03万 | 0.27% | 7,723 | -104 | -1.3% | -$3.23万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $239.54万 | 0.27% | 25,950 | 765 | 3.0% | $7.06万 | 加仓 |
| T | AT&T INC | $238.98万 | 0.27% | 82,434 | -5,867 | -6.6% | -$17.01万 | 减仓 |
| FAST | FASTENAL CO | $238.30万 | 0.27% | 51,358 | -2,624 | -4.9% | -$12.18万 | 减仓 |
| TSLA | TESLA INC | $229.63万 | 0.26% | 6,177 | 946 | 18.1% | $35.17万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $226.64万 | 0.26% | 3,850 | -300 | -7.2% | -$17.66万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $214.00万 | 0.24% | 15,825 | 70 | 0.4% | $9,466 | 加仓 |
| DG | DOLLAR GEN CORP | $210.75万 | 0.24% | 17,750 | 35 | 0.2% | $4,156 | 加仓 |
| IVV | ISHARES TR | $208.44万 | 0.24% | 3,191 | -31 | -1.0% | -$2.02万 | 减仓 |
| QXO | QXO INC | $205.73万 | 0.23% | 105,935 | 105,935 | — | $205.73万 | 新建仓 |
| CI | THE CIGNA GROUP | $205.02万 | 0.23% | 7,686 | 130 | 1.7% | $3.47万 | 加仓 |
| MGK | VANGUARD WORLD FD | $199.91万 | 0.23% | 5,441 | -1,655 | -23.3% | -$60.81万 | 减仓 |
| MO | ALTRIA GROUP INC | $191.46万 | 0.22% | 29,014 | 568 | 2.0% | $3.75万 | 加仓 |
| VMC | VULCAN MATLS CO | $186.42万 | 0.21% | 6,846 | 103 | 1.5% | $2.80万 | 加仓 |