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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,851.91万 | 5.11% | 167,677 | -3,852 | -2.2% | -$111.46万 | 减仓 |
| ASML | ASML HLDG NV | $3,901.34万 | 4.11% | 19,610 | -645 | -3.2% | -$128.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,972.07万 | 3.13% | 79,676 | 1,192 | 1.5% | $44.46万 | 加仓 |
| GOOGL | ALPHABET INC | $2,181.18万 | 2.30% | 61,034 | -177 | -0.3% | -$6.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,076.97万 | 2.19% | 63,452 | -767 | -1.2% | -$25.11万 | 减仓 |
| TJX | TJX COS INC NEW | $2,052.32万 | 2.16% | 135,466 | -840 | -0.6% | -$12.73万 | 减仓 |
| CAT | CATERPILLAR INC | $2,041.00万 | 2.15% | 19,166 | -878 | -4.4% | -$93.50万 | 减仓 |
| ABBV | ABBVIE INC | $1,965.18万 | 2.07% | 78,095 | -630 | -0.8% | -$15.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,961.16万 | 2.07% | 98,014 | 7,860 | 8.7% | $157.27万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,919.19万 | 2.02% | 336,818 | -5,218 | -1.5% | -$29.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,890.06万 | 1.99% | 74,421 | -1,957 | -2.6% | -$49.70万 | 减仓 |
| AMZN | AMAZON COM INC | $1,831.67万 | 1.93% | 76,851 | -276 | -0.4% | -$6.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,785.68万 | 1.88% | 216,079 | 503 | 0.2% | $4.16万 | 加仓 |
| V | VISA INC | $1,771.34万 | 1.87% | 51,629 | 296 | 0.6% | $10.16万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,637.51万 | 1.73% | 189,111 | -16,766 | -8.1% | -$145.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,632.05万 | 1.72% | 16,137 | -793 | -4.7% | -$80.20万 | 减仓 |
| HD | HOME DEPOT INC | $1,597.57万 | 1.68% | 45,298 | 2,216 | 5.1% | $78.15万 | 加仓 |
| WMT | WALMART INC | $1,581.80万 | 1.67% | 139,661 | -1,964 | -1.4% | -$22.24万 | 减仓 |
| AVGO | BROADCOM INC | $1,484.22万 | 1.56% | 39,291 | 7,239 | 22.6% | $273.45万 | 加仓 |
| QCOM | QUALCOMM INC | $1,467.05万 | 1.55% | 79,390 | -374 | -0.5% | -$6.91万 | 减仓 |
| MRK | MERCK & CO INC | $1,415.49万 | 1.49% | 110,155 | 182 | 0.2% | $2.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,352.02万 | 1.42% | 39,971 | -46 | -0.1% | -$1.56万 | 减仓 |
| RTX | RTX CORPORATION | $1,293.44万 | 1.36% | 68,173 | -802 | -1.2% | -$15.22万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,270.59万 | 1.34% | 124,336 | -838 | -0.7% | -$8.56万 | 减仓 |
| GOOG | ALPHABET INC | $1,249.24万 | 1.32% | 35,356 | -1,920 | -5.2% | -$67.84万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,166.44万 | 1.23% | 61,237 | 3,532 | 6.1% | $67.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,130.45万 | 1.19% | 68,198 | -7,872 | -10.3% | -$130.49万 | 减仓 |
| KO | COCA COLA CO | $1,123.45万 | 1.18% | 138,237 | -815 | -0.6% | -$6.62万 | 减仓 |
| DOV | DOVER CORP | $1,111.24万 | 1.17% | 49,547 | -135 | -0.3% | -$3.03万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,061.37万 | 1.12% | 36,202 | -310 | -0.8% | -$9.09万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,017.28万 | 1.07% | 13,814 | -555 | -3.9% | -$40.87万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $973.50万 | 1.03% | 13 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $914.99万 | 0.96% | 95,064 | -704 | -0.7% | -$6.78万 | 减仓 |
| MMM | 3M CO | $874.83万 | 0.92% | 54,032 | 830 | 1.6% | $13.44万 | 加仓 |
| GEV | GE VERNOVA INC | $860.00万 | 0.91% | 7,320 | -2,698 | -26.9% | -$316.98万 | 减仓 |
| BX | BLACKSTONE INC | $818.12万 | 0.86% | 69,527 | -2,010 | -2.8% | -$23.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $775.13万 | 0.82% | 8,286 | -413 | -4.7% | -$38.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $756.10万 | 0.80% | 26,888 | 15,730 | 141.0% | $442.34万 | 加仓 |
| C | CITIGROUP INC | $739.36万 | 0.78% | 52,827 | -154 | -0.3% | -$2.16万 | 减仓 |
| ORCL | ORACLE CORP | $735.85万 | 0.78% | 50,212 | -49 | -0.1% | -$7,181 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $675.18万 | 0.71% | 13,493 | -526 | -3.8% | -$26.32万 | 减仓 |
| CR | CRANE COMPANY | $672.68万 | 0.71% | 30,156 | -338 | -1.1% | -$7.54万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $668.57万 | 0.70% | 24,719 | 190 | 0.8% | $5.14万 | 加仓 |
| HON | HONEYWELL INTL INC | $654.26万 | 0.69% | 29,221 | -29,555 | -50.3% | -$661.74万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $646.50万 | 0.68% | 29,243 | 29,243 | — | $646.50万 | 新建仓 |
| GE | GE AEROSPACE | $645.11万 | 0.68% | 17,261 | -48 | -0.3% | -$1.79万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $643.76万 | 0.68% | 70,945 | 5,503 | 8.4% | $49.93万 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $630.26万 | 0.66% | 227,285 | 2,108 | 0.9% | $5.85万 | 加仓 |
| AMLP | ALPS ETF TR | $615.84万 | 0.65% | 118,773 | 4,826 | 4.2% | $25.02万 | 加仓 |
| TGT | TARGET CORP | $564.84万 | 0.60% | 43,246 | 139 | 0.3% | $1.82万 | 加仓 |
| MS | MORGAN STANLEY | $563.49万 | 0.59% | 26,956 | -295 | -1.1% | -$6.17万 | 减仓 |
| META | META PLATFORMS INC | $520.44万 | 0.55% | 9,239 | 176 | 1.9% | $9.91万 | 加仓 |
| TFC | TRUIST FINL CORP | $489.40万 | 0.52% | 98,233 | 1,045 | 1.1% | $5.21万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $487.80万 | 0.51% | 39,200 | -5,965 | -13.2% | -$74.23万 | 减仓 |
| UNP | UNION PAC CORP | $461.46万 | 0.49% | 16,965 | -45 | -0.3% | -$1.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $460.48万 | 0.49% | 31,402 | -1,275 | -3.9% | -$18.70万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $458.75万 | 0.48% | 63,574 | -2,034 | -3.1% | -$14.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $455.36万 | 0.48% | 43,801 | -1,193 | -2.7% | -$12.40万 | 减仓 |
| SNA | SNAP ON INC | $426.75万 | 0.45% | 10,605 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $422.13万 | 0.44% | 77,869 | -1,669 | -2.1% | -$9.05万 | 减仓 |
| VGT | VANGUARD WORLD FD | $392.94万 | 0.41% | 32,876 | 4 | 0.0% | $478 | 加仓 |
| ULTA | ULTA BEAUTY INC | $387.57万 | 0.41% | 8,594 | -357 | -4.0% | -$16.10万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $374.45万 | 0.39% | 10,875 | -378 | -3.4% | -$13.02万 | 减仓 |
| FDX | FEDEX CORP | $362.13万 | 0.38% | 11,565 | 70 | 0.6% | $2.19万 | 加仓 |
| WRB | BERKLEY W R CORP | $357.76万 | 0.38% | 50,725 | -1,000 | -1.9% | -$7.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $355.57万 | 0.37% | 61,710 | -8 | -0.0% | -$461 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $350.63万 | 0.37% | 40,284 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $349.91万 | 0.37% | 10,269 | -422 | -3.9% | -$14.38万 | 减仓 |
| PFE | PFIZER INC | $346.42万 | 0.37% | 143,861 | 20,713 | 16.8% | $49.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $340.13万 | 0.36% | 80,332 | -547 | -0.7% | -$2.32万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $337.00万 | 0.36% | 37,925 | 7,829 | 26.0% | $69.57万 | 加仓 |
| SHEL | SHELL PLC | $321.64万 | 0.34% | 41,481 | -5,639 | -12.0% | -$43.72万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $305.09万 | 0.32% | 6,142 | -33 | -0.5% | -$1.64万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $304.17万 | 0.32% | 10,467 | -385 | -3.5% | -$11.19万 | 减仓 |
| CCJ | CAMECO CORP | $298.52万 | 0.31% | 29,307 | -103 | -0.4% | -$1.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $287.13万 | 0.30% | 12,883 | 1 | 0.0% | $223 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $282.05万 | 0.30% | 193,582 | 1,710 | 0.9% | $2.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $281.13万 | 0.30% | 6,764 | 61 | 0.9% | $2.54万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $273.19万 | 0.29% | 7,712 | -172 | -2.2% | -$6.09万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $271.91万 | 0.29% | 19,855 | -1,553 | -7.3% | -$21.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $271.08万 | 0.29% | 13,512 | -493 | -3.5% | -$9.89万 | 减仓 |
| EMR | EMERSON ELEC CO | $270.58万 | 0.29% | 18,902 | 330 | 1.8% | $4.72万 | 加仓 |
| TSLA | TESLA INC | $258.92万 | 0.27% | 6,156 | -21 | -0.3% | -$8,833 | 减仓 |
| KLAC | KLA CORP | $257.96万 | 0.27% | 8,550 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $256.23万 | 0.27% | 18,914 | -245 | -1.3% | -$3.32万 | 减仓 |
| SLB | SLB LIMITED | $255.93万 | 0.27% | 55,050 | -3,500 | -6.0% | -$16.27万 | 减仓 |
| QXO | QXO INC | $252.14万 | 0.27% | 145,912 | 39,977 | 37.7% | $69.08万 | 加仓 |
| URI | UNITED RENTALS INC | $251.61万 | 0.27% | 2,221 | 32 | 1.5% | $3.63万 | 加仓 |
| GGG | GRACO INC | $245.23万 | 0.26% | 32,433 | 1 | 0.0% | $76 | 加仓 |
| FAST | FASTENAL CO | $240.12万 | 0.25% | 49,994 | -1,364 | -2.7% | -$6.55万 | 减仓 |
| IVV | ISHARES TR | $239.35万 | 0.25% | 3,196 | 5 | 0.2% | $3,744 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $235.06万 | 0.25% | 25,525 | -425 | -1.6% | -$3.91万 | 减仓 |
| MGK | VANGUARD WORLD FD | $234.57万 | 0.25% | 26,683 | -522 | -1.9% | -$4.59万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $221.11万 | 0.23% | 3,834 | -16 | -0.4% | -$9,227 | 减仓 |
| MO | ALTRIA GROUP INC | $217.69万 | 0.23% | 30,256 | 1,242 | 4.3% | $8.94万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $210.26万 | 0.22% | 51,635 | 5,245 | 11.3% | $21.36万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $208.65万 | 0.22% | 15,745 | -80 | -0.5% | -$1.06万 | 减仓 |
| CI | THE CIGNA GROUP | $208.17万 | 0.22% | 7,551 | -135 | -1.8% | -$3.72万 | 减仓 |
| DG | DOLLAR GEN CORP | $205.70万 | 0.22% | 17,870 | 120 | 0.7% | $1.38万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $204.93万 | 0.22% | 12,415 | 9,548 | 333.0% | $157.61万 | 加仓 |