Gryphon Financial Partners LLC
COLUMBUS OH · SEC CIK 0001729094
$9.76亿2026Q1 申报市值
362持仓数
44.3%前十大占比 · 第一大 19.7%
44 / 15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
IVOG 加仓+$1,685.40万
NVDA 加仓+$383.31万
WMS 新建仓+$376.38万
AAPL 加仓+$262.72万
MSFT 加仓+$220.51万
2026Q1 卖出最多 按季末市值估算
FCF 清仓-$259.87万
IVV 减仓-$244.50万
BSCQ 清仓-$167.07万
VTI 减仓-$133.87万
SPY 减仓-$128.77万
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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $71.15万 | 0.07% | 4,102 | 452 | 12.4% | $7.84万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $71.74万 | 0.07% | 1,722 | 186 | 12.1% | $7.75万 | 加仓 |
| SHV | ISHARES TR | $72.20万 | 0.07% | 6,540 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $72.33万 | 0.07% | 13,106 | 1,464 | 12.6% | $8.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $72.89万 | 0.07% | 2,540 | 81 | 3.3% | $2.32万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $73.30万 | 0.08% | 174 | -1 | -0.6% | -$4,213 | 减仓 |
| HCA | HCA HEALTHCARE INC | $73.67万 | 0.08% | 1,557 | 174 | 12.6% | $8.23万 | 加仓 |
| APA | APA CORPORATION | $75.20万 | 0.08% | 17,718 | 1,791 | 11.2% | $7.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $75.29万 | 0.08% | 2,489 | 36 | 1.5% | $1.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $75.44万 | 0.08% | 9,784 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $76.17万 | 0.08% | 12,139 | 599 | 5.2% | $3.76万 | 加仓 |
| SNPS | SYNOPSYS INC | $76.40万 | 0.08% | 1,927 | 14 | 0.7% | $5,551 | 加仓 |
| REET | ISHARES TR | $76.40万 | 0.08% | 30,379 | 1,630 | 5.7% | $4.10万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $76.63万 | 0.08% | 4,200 | -190 | -4.3% | -$3.47万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $77.74万 | 0.08% | 1,311 | 132 | 11.2% | $7.83万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $78.04万 | 0.08% | 7,115 | 7,115 | — | $78.04万 | 新建仓 |
| IWS | ISHARES TR | $79.15万 | 0.08% | 5,431 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $79.70万 | 0.08% | 3,097 | 6 | 0.2% | $1,544 | 加仓 |
| FTAI | FTAI AVIATION LTD | $80.08万 | 0.08% | 3,269 | 3,269 | — | $80.08万 | 新建仓 |
| HYG | ISHARES TR | $80.91万 | 0.08% | 10,170 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $81.97万 | 0.08% | 4,787 | 1,983 | 70.7% | $33.95万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $82.43万 | 0.08% | 11,894 | 8,293 | 230.3% | $57.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $82.88万 | 0.08% | 1,856 | -39 | -2.1% | -$1.74万 | 减仓 |
| UBS | UBS GROUP AG | $83.79万 | 0.09% | 21,446 | 1,941 | 10.0% | $7.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $84.58万 | 0.09% | 6,068 | 1,140 | 23.1% | $15.89万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $84.74万 | 0.09% | 2,469 | 36 | 1.5% | $1.24万 | 加仓 |
| PSX | PHILLIPS 66 | $86.56万 | 0.09% | 4,751 | 15 | 0.3% | $2,733 | 加仓 |
| IBMQ | ISHARES TR | $88.04万 | 0.09% | 34,485 | 9,545 | 38.3% | $24.37万 | 加仓 |
| PWR | QUANTA SVCS INC | $88.78万 | 0.09% | 1,617 | 551 | 51.7% | $30.25万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $89.71万 | 0.09% | 9,162 | -4,536 | -33.1% | -$44.41万 | 减仓 |
| SSP | SCRIPPS E W CO OHIO | $91.63万 | 0.09% | 246,309 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $93.10万 | 0.10% | 3,192 | 298 | 10.3% | $8.69万 | 加仓 |
| DHR | DANAHER CORP DEL | $93.42万 | 0.10% | 4,927 | 357 | 7.8% | $6.77万 | 加仓 |
| DON | WISDOMTREE TR | $93.77万 | 0.10% | 17,848 | -590 | -3.2% | -$3.10万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $94.06万 | 0.10% | 11,402 | 1,231 | 12.1% | $10.15万 | 加仓 |
| APH | AMPHENOL CORP | $94.22万 | 0.10% | 7,457 | 1,466 | 24.5% | $18.52万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $94.45万 | 0.10% | 3,125 | 7 | 0.2% | $2,116 | 加仓 |
| VHT | VANGUARD WORLD FD | $94.58万 | 0.10% | 3,473 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $94.88万 | 0.10% | 43,346 | 26,413 | 156.0% | $57.82万 | 加仓 |
| ANDE | ANDERSONS INC | $95.50万 | 0.10% | 13,304 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $95.70万 | 0.10% | 7,309 | 391 | 5.7% | $5.12万 | 加仓 |
| IWP | ISHARES TR | $96.21万 | 0.10% | 7,509 | 677 | 9.9% | $8.67万 | 加仓 |
| INTU | INTUIT | $96.55万 | 0.10% | 2,233 | 878 | 64.8% | $37.96万 | 加仓 |
| UNP | UNION PAC CORP | $96.57万 | 0.10% | 3,980 | 159 | 4.2% | $3.86万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $96.61万 | 0.10% | 14,948 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $97.81万 | 0.10% | 3,051 | 500 | 19.6% | $16.03万 | 加仓 |
| DGRW | WISDOMTREE TR | $101.65万 | 0.10% | 11,572 | -1,075 | -8.5% | -$9.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $101.80万 | 0.10% | 18,834 | -14 | -0.1% | -$757 | 减仓 |
| T | AT&T INC | $102.42万 | 0.10% | 35,329 | 1,416 | 4.2% | $4.11万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $102.60万 | 0.11% | 35,736 | -1,413 | -3.8% | -$4.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $104.15万 | 0.11% | 5,365 | 670 | 14.3% | $13.01万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $105.46万 | 0.11% | 1,765 | -6 | -0.3% | -$3,585 | 减仓 |
| VFH | VANGUARD WORLD FD | $105.84万 | 0.11% | 8,761 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $107.15万 | 0.11% | 3,135 | -1,327 | -29.7% | -$45.35万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.01万 | 0.11% | 1,289 | 226 | 21.3% | $19.11万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $111.64万 | 0.11% | 4,057 | 340 | 9.1% | $9.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $114.30万 | 0.12% | 15,890 | 1,204 | 8.2% | $8.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $114.38万 | 0.12% | 3,983 | 912 | 29.7% | $26.19万 | 加仓 |
| NEM | NEWMONT CORP | $114.80万 | 0.12% | 10,605 | 243 | 2.3% | $2.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $115.49万 | 0.12% | 2,644 | 197 | 8.1% | $8.60万 | 加仓 |
| ASML | ASML HLDG NV | $116.01万 | 0.12% | 878 | -300 | -25.5% | -$39.64万 | 减仓 |
| RTX | RTX CORPORATION | $116.31万 | 0.12% | 6,029 | 803 | 15.4% | $15.49万 | 加仓 |
| NOW | SERVICENOW INC | $117.47万 | 0.12% | 11,236 | 781 | 7.5% | $8.17万 | 加仓 |
| LIN | LINDE PLC | $117.52万 | 0.12% | 2,370 | 307 | 14.9% | $15.22万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $119.32万 | 0.12% | 76,245 | -11,524 | -13.1% | -$18.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $119.40万 | 0.12% | 4,926 | -62 | -1.2% | -$1.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $120.16万 | 0.12% | 7,267 | 1,121 | 18.2% | $18.54万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $122.45万 | 0.13% | 33,900 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $123.65万 | 0.13% | 2,005 | -36 | -1.8% | -$2.22万 | 减仓 |
| NXH | BED BATH & BEYOND INC | $125.61万 | 0.13% | 270,709 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $126.13万 | 0.13% | 25,125 | 4,181 | 20.0% | $20.99万 | 加仓 |
| ETN | EATON CORP PLC | $126.31万 | 0.13% | 3,531 | 189 | 5.7% | $6.76万 | 加仓 |
| DY | DYCOM INDS INC | $129.50万 | 0.13% | 3,822 | 2,182 | 133.0% | $73.93万 | 加仓 |
| CB | CHUBB LTD SWITZ | $129.52万 | 0.13% | 3,974 | 163 | 4.3% | $5.31万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $129.60万 | 0.13% | 2,637 | 261 | 11.0% | $12.83万 | 加仓 |
| ORCL | ORACLE CORP | $129.74万 | 0.13% | 8,820 | 179 | 2.1% | $2.63万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $130.12万 | 0.13% | 10,598 | 2,887 | 37.4% | $35.45万 | 加仓 |
| MELI | MERCADOLIBRE INC | $130.89万 | 0.13% | 757 | 167 | 28.3% | $28.87万 | 加仓 |
| IEFA | ISHARES TR | $130.91万 | 0.13% | 14,461 | 1,663 | 13.0% | $15.05万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $133.81万 | 0.14% | 48,046 | 2,975 | 6.6% | $8.29万 | 加仓 |
| BLK | BLACKROCK INC | $135.28万 | 0.14% | 1,407 | 204 | 17.0% | $19.61万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $144.93万 | 0.15% | 31,194 | 3,503 | 12.7% | $16.27万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $147.74万 | 0.15% | 16,656 | 201 | 1.2% | $1.78万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $152.87万 | 0.16% | 20,759 | -968 | -4.5% | -$7.13万 | 减仓 |
| PLD | PROLOGIS INC. | $154.73万 | 0.16% | 11,706 | 1,044 | 9.8% | $13.80万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $159.37万 | 0.16% | 21,909 | 4,314 | 24.5% | $31.38万 | 加仓 |
| PEP | PEPSICO INC | $159.53万 | 0.16% | 10,273 | 307 | 3.1% | $4.77万 | 加仓 |
| MRK | MERCK & CO INC | $160.61万 | 0.16% | 13,352 | 1,627 | 13.9% | $19.57万 | 加仓 |
| IQLT | ISHARES TR | $162.22万 | 0.17% | 35,090 | -50 | -0.1% | -$2,312 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $163.30万 | 0.17% | 8,027 | 459 | 6.1% | $9.34万 | 加仓 |
| SPGI | S&P GLOBAL INC | $163.60万 | 0.17% | 3,846 | 569 | 17.4% | $24.20万 | 加仓 |
| — | HONEYWELL INTL INC | $171.67万 | 0.18% | 7,595 | 768 | 11.2% | $17.36万 | 加仓 |
| ITOT | ISHARES TR | $174.13万 | 0.18% | 12,225 | 3 | 0.0% | $427 | 加仓 |
| DVY | ISHARES TR | $175.54万 | 0.18% | 11,594 | -2,783 | -19.4% | -$42.14万 | 减仓 |
| ALL | ALLSTATE CORP | $176.94万 | 0.18% | 8,534 | 529 | 6.6% | $10.97万 | 加仓 |
| QUAL | ISHARES TR | $177.90万 | 0.18% | 9,275 | 310 | 3.5% | $5.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $179.87万 | 0.18% | 2,578 | 51 | 2.0% | $3.56万 | 加仓 |
| COP | CONOCOPHILLIPS | $188.25万 | 0.19% | 14,261 | -591 | -4.0% | -$7.80万 | 减仓 |
| MS | MORGAN STANLEY | $188.90万 | 0.19% | 11,478 | 271 | 2.4% | $4.46万 | 加仓 |
| MYCH | SSGA ACTIVE TR | $190.62万 | 0.20% | 76,384 | 76,384 | — | $190.62万 | 新建仓 |