Gryphon Financial Partners LLC
COLUMBUS OH · SEC CIK 0001729094
$11.35亿2026Q2 申报市值
381持仓数
45.9%前十大占比 · 第一大 20.0%
44 / 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
SPY 加仓+$1,976.18万
IVV 加仓+$718.11万
IVOG 加仓+$290.82万
MU 加仓+$174.42万
AAPL 加仓+$172.86万
2026Q2 卖出最多 按季末市值估算
IWM 减仓-$123.52万
HON 减仓-$91.63万
SPYG 减仓-$80.18万
VONG 清仓-$78.04万
APA 清仓-$75.20万
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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $28.97万 | 0.03% | 1,219 | -20 | -1.6% | -$4,753 | 减仓 |
| GQRE | FLEXSHARES TR | $29.09万 | 0.03% | 4,545 | 4,545 | — | $29.09万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $29.26万 | 0.03% | 790 | 790 | — | $29.26万 | 新建仓 |
| EME | EMCOR GROUP INC | $29.31万 | 0.03% | 353 | -1 | -0.3% | -$830 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $29.59万 | 0.03% | 1,101 | 63 | 6.1% | $1.69万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.77万 | 0.03% | 6,598 | 6,598 | — | $29.77万 | 新建仓 |
| AA | ALCOA CORP | $29.84万 | 0.03% | 5,724 | -563 | -9.0% | -$2.94万 | 减仓 |
| SO | SOUTHERN CO | $29.89万 | 0.03% | 3,123 | 180 | 6.1% | $1.72万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $30.07万 | 0.03% | 24,848 | 2,644 | 11.9% | $3.20万 | 加仓 |
| MCK | MCKESSON CORP | $30.58万 | 0.03% | 405 | 1 | 0.2% | $755 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $30.63万 | 0.03% | 619 | 34 | 5.8% | $1.68万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $31.23万 | 0.03% | 10,340 | 10,340 | — | $31.23万 | 新建仓 |
| BA | BOEING CO | $31.78万 | 0.03% | 1,468 | 319 | 27.8% | $6.91万 | 加仓 |
| SBUX | STARBUCKS CORP | $31.94万 | 0.03% | 3,126 | 93 | 3.1% | $9,503 | 加仓 |
| KT | KT CORP | $31.95万 | 0.03% | 18,488 | 18,488 | — | $31.95万 | 新建仓 |
| GWW | WW GRAINGER INC | $32.24万 | 0.03% | 237 | 50 | 26.7% | $6.80万 | 加仓 |
| TMUS | T-MOBILE US INC | $32.25万 | 0.03% | 1,923 | -545 | -22.1% | -$9.14万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $32.26万 | 0.03% | 3,566 | 589 | 19.8% | $5.33万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $32.73万 | 0.03% | 643 | 171 | 36.2% | $8.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.76万 | 0.03% | 4,686 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $32.87万 | 0.03% | 4,935 | 4,935 | — | $32.87万 | 新建仓 |
| MMM | 3M CO | $32.88万 | 0.03% | 2,031 | 559 | 38.0% | $9.05万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $33.51万 | 0.03% | 4,244 | 578 | 15.8% | $4.56万 | 加仓 |
| IWO | ISHARES TR | $33.60万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $33.97万 | 0.03% | 3,689 | 646 | 21.2% | $5.95万 | 加仓 |
| SM | SM ENERGY COMPANY | $34.11万 | 0.03% | 13,067 | 1,151 | 9.7% | $3.00万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.46万 | 0.03% | 2,799 | 462 | 19.8% | $5.69万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $34.66万 | 0.03% | 12,273 | 274 | 2.3% | $7,738 | 加仓 |
| MCO | MOODYS CORP | $34.70万 | 0.03% | 766 | 39 | 5.4% | $1.77万 | 加仓 |
| TFC | TRUIST FINL CORP | $34.76万 | 0.03% | 6,978 | 6,978 | — | $34.76万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.01万 | 0.03% | 1,331 | 254 | 23.6% | $6.87万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $36.12万 | 0.03% | 8,741 | 4,653 | 113.8% | $19.23万 | 加仓 |
| KR | KROGER CO | $36.35万 | 0.03% | 6,546 | 188 | 3.0% | $1.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $36.36万 | 0.03% | 876 | 117 | 15.4% | $4.86万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.56万 | 0.03% | 1,633 | 129 | 8.6% | $2.89万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $36.78万 | 0.03% | 704 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $36.84万 | 0.03% | 1,797 | -68 | -3.6% | -$1.39万 | 减仓 |
| IJJ | ISHARES TR | $37.35万 | 0.03% | 2,528 | 0 | 0.0% | — | 不变 |
| CBLL | CERIBELL INC | $37.45万 | 0.03% | 19,253 | -810 | -4.0% | -$1.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $37.56万 | 0.03% | 588 | 588 | — | $37.56万 | 新建仓 |
| CSL | CARLISLE COS INC | $37.63万 | 0.03% | 1,037 | -8 | -0.8% | -$2,903 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $37.80万 | 0.03% | 3,237 | 181 | 5.9% | $2.11万 | 加仓 |
| CMI | CUMMINS INC | $38.23万 | 0.03% | 536 | 124 | 30.1% | $8.84万 | 加仓 |
| BX | BLACKSTONE INC | $38.62万 | 0.03% | 3,282 | 24 | 0.7% | $2,824 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $39.44万 | 0.03% | 1,861 | 48 | 2.6% | $1.02万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $39.79万 | 0.04% | 4,572 | 13 | 0.3% | $1,131 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $40.00万 | 0.04% | 12,511 | 386 | 3.2% | $1.23万 | 加仓 |
| GUNR | FLEXSHARES TR | $40.04万 | 0.04% | 8,125 | 8,125 | — | $40.04万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $40.07万 | 0.04% | 4,080 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $40.93万 | 0.04% | 5,505 | 1,841 | 50.2% | $13.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $41.42万 | 0.04% | 16,871 | -18,865 | -52.8% | -$46.31万 | 减仓 |
| IBDU | ISHARES TR | $42.58万 | 0.04% | 18,386 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $42.87万 | 0.04% | 5,529 | -1,133 | -17.0% | -$8.79万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.29万 | 0.04% | 1,119 | 120 | 12.0% | $4.64万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $43.52万 | 0.04% | 21,057 | 2,174 | 11.5% | $4.49万 | 加仓 |
| QCOM | QUALCOMM INC | $43.63万 | 0.04% | 2,361 | -60 | -2.5% | -$1.11万 | 减仓 |
| WELL | WELLTOWER INC | $43.70万 | 0.04% | 1,925 | -9 | -0.5% | -$2,043 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $43.82万 | 0.04% | 13,483 | 1,565 | 13.1% | $5.09万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $44.01万 | 0.04% | 39,468 | 3,163 | 8.7% | $3.53万 | 加仓 |
| KVYO | KLAVIYO INC | $44.12万 | 0.04% | 29,217 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $44.33万 | 0.04% | 8,346 | -214 | -2.5% | -$1.14万 | 减仓 |
| CRH | CRH PLC | $44.52万 | 0.04% | 4,161 | 657 | 18.8% | $7.03万 | 加仓 |
| IYW | ISHARES TR | $44.65万 | 0.04% | 1,770 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $44.78万 | 0.04% | 17,775 | -1,534 | -7.9% | -$3.86万 | 减仓 |
| IBDW | ISHARES TR | $44.84万 | 0.04% | 21,514 | -1,144 | -5.0% | -$2.38万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.84万 | 0.04% | 2,107 | 57 | 2.8% | $1.21万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $45.00万 | 0.04% | 2,867 | 176 | 6.5% | $2.76万 | 加仓 |
| BAP | CREDICORP LTD | $45.80万 | 0.04% | 1,176 | 1,176 | — | $45.80万 | 新建仓 |
| PSA | PUBLIC STORAGE | $46.24万 | 0.04% | 1,453 | 30 | 2.1% | $9,547 | 加仓 |
| DAVE | DAVE INC | $46.98万 | 0.04% | 1,261 | 111 | 9.7% | $4.14万 | 加仓 |
| OKE | ONEOK INC NEW | $47.35万 | 0.04% | 5,447 | 477 | 9.6% | $4.15万 | 加仓 |
| LEN | LENNAR CORP | $48.01万 | 0.04% | 5,305 | 129 | 2.5% | $1.17万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $48.08万 | 0.04% | 58,844 | 8,188 | 16.2% | $6.69万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $48.20万 | 0.04% | 2,017 | 251 | 14.2% | $6.00万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $48.38万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.77万 | 0.04% | 1,326 | -6 | -0.5% | -$2,252 | 减仓 |
| URI | UNITED RENTALS INC | $49.77万 | 0.04% | 439 | 89 | 25.4% | $10.09万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $50.29万 | 0.04% | 7,997 | 2,046 | 34.4% | $12.87万 | 加仓 |
| CTAS | CINTAS CORP | $51.13万 | 0.05% | 3,006 | 364 | 13.8% | $6.19万 | 加仓 |
| EQT | EQT CORP | $51.20万 | 0.05% | 9,630 | 5,027 | 109.2% | $26.73万 | 加仓 |
| SLB | SLB LIMITED | $51.48万 | 0.05% | 11,073 | 2,001 | 22.1% | $9.30万 | 加仓 |
| PPG | PPG INDS INC | $51.70万 | 0.05% | 4,263 | -23 | -0.5% | -$2,789 | 减仓 |
| IYF | ISHARES TR | $51.97万 | 0.05% | 4,076 | -75 | -1.8% | -$9,563 | 减仓 |
| CRM | SALESFORCE INC | $52.36万 | 0.05% | 3,342 | -88 | -2.6% | -$1.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.66万 | 0.05% | 2,139 | 536 | 33.4% | $13.20万 | 加仓 |
| SNPS | SYNOPSYS INC | $52.86万 | 0.05% | 1,185 | -742 | -38.5% | -$33.10万 | 减仓 |
| UL | UNILEVER PLC | $54.59万 | 0.05% | 9,079 | 927 | 11.4% | $5.57万 | 加仓 |
| IBDY | ISHARES TR | $54.90万 | 0.05% | 21,326 | -1,490 | -6.5% | -$3.84万 | 减仓 |
| NOBL | PROSHARES TR | $55.31万 | 0.05% | 9,848 | -1,184 | -10.7% | -$6.65万 | 减仓 |
| XTN | SPDR SERIES TRUST | $55.51万 | 0.05% | 4,800 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $55.58万 | 0.05% | 39,983 | 2,189 | 5.8% | $3.04万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $56.06万 | 0.05% | 421 | -171 | -28.9% | -$22.77万 | 减仓 |
| DE | DEERE & CO | $56.34万 | 0.05% | 888 | 182 | 25.8% | $11.55万 | 加仓 |
| INTU | INTUIT | $57.91万 | 0.05% | 2,219 | -14 | -0.6% | -$3,654 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $58.02万 | 0.05% | 5,416 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $58.96万 | 0.05% | 2,374 | -85 | -3.5% | -$2.11万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $59.59万 | 0.05% | 28,982 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $59.89万 | 0.05% | 11,886 | 5 | 0.0% | $252 | 加仓 |
| SYK | STRYKER CORPORATION | $60.01万 | 0.05% | 1,906 | 45 | 2.4% | $1.42万 | 加仓 |
| TPG | TPG INC | $60.64万 | 0.05% | 14,954 | 14,954 | — | $60.64万 | 新建仓 |