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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $61.98万 | 0.05% | 2,811 | 1,441 | 105.2% | $31.77万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $61.98万 | 0.05% | 6,718 | -413 | -5.8% | -$3.81万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $62.11万 | 0.05% | 3,485 | -865 | -19.9% | -$15.42万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $63.27万 | 0.06% | 1,591 | 48 | 3.1% | $1.91万 | 加仓 |
| FTNT | FORTINET INC | $64.08万 | 0.06% | 4,171 | 68 | 1.7% | $1.04万 | 加仓 |
| SNA | SNAP ON INC | $64.38万 | 0.06% | 1,600 | 15 | 0.9% | $6,036 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $64.57万 | 0.06% | 4,872 | 225 | 4.8% | $2.98万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $66.09万 | 0.06% | 2,879 | 1,137 | 65.3% | $26.10万 | 加仓 |
| QLTY | GMO ETF TRUST | $66.70万 | 0.06% | 16,026 | 27 | 0.2% | $1,124 | 加仓 |
| WDAY | WORKDAY INC | $67.04万 | 0.06% | 5,476 | 1,437 | 35.6% | $17.59万 | 加仓 |
| ADI | ANALOG DEVICES INC | $67.27万 | 0.06% | 1,694 | 352 | 26.2% | $13.98万 | 加仓 |
| FDX | FEDEX CORP | $67.32万 | 0.06% | 2,150 | 622 | 40.7% | $19.47万 | 加仓 |
| NOW | SERVICENOW INC | $67.40万 | 0.06% | 6,789 | -4,447 | -39.6% | -$44.15万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.46万 | 0.06% | 2,322 | 279 | 13.7% | $8.11万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $67.89万 | 0.06% | 33,339 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $68.00万 | 0.06% | 4,858 | 153 | 3.3% | $2.14万 | 加仓 |
| CVS | CVS HEALTH CORP | $68.13万 | 0.06% | 6,586 | 3,621 | 122.1% | $37.46万 | 加仓 |
| T | AT&T INC | $68.22万 | 0.06% | 32,956 | -2,373 | -6.7% | -$4.91万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $68.78万 | 0.06% | 9,531 | -6,359 | -40.0% | -$45.89万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $69.00万 | 0.06% | 1,770 | 213 | 13.7% | $8.30万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $69.64万 | 0.06% | 3,114 | 317 | 11.3% | $7.09万 | 加仓 |
| VST | VISTRA CORP | $70.47万 | 0.06% | 4,442 | 650 | 17.1% | $10.31万 | 加仓 |
| VLO | VALERO ENERGY CORP | $70.60万 | 0.06% | 2,711 | 560 | 26.0% | $14.58万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $70.73万 | 0.06% | 14,882 | 2,065 | 16.1% | $9.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $71.16万 | 0.06% | 9,890 | 2,259 | 29.6% | $16.25万 | 加仓 |
| EMR | EMERSON ELEC CO | $71.87万 | 0.06% | 5,021 | -29 | -0.6% | -$4,151 | 减仓 |
| SHV | ISHARES TR | $72.17万 | 0.06% | 6,540 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $72.92万 | 0.06% | 7,577 | 598 | 8.6% | $5.76万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $72.94万 | 0.06% | 956 | 58 | 6.5% | $4.43万 | 加仓 |
| HUM | HUMANA INC | $74.16万 | 0.07% | 1,867 | 341 | 22.3% | $13.55万 | 加仓 |
| SAP | SAP SE | $76.74万 | 0.07% | 4,979 | 192 | 4.0% | $2.96万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $77.42万 | 0.07% | 3,502 | 3,502 | — | $77.42万 | 新建仓 |
| HON | HONEYWELL INTL INC | $78.44万 | 0.07% | 3,503 | -4,092 | -53.9% | -$91.63万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $79.68万 | 0.07% | 4,781 | 679 | 16.6% | $11.32万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $80.87万 | 0.07% | 2,349 | -702 | -23.0% | -$24.17万 | 减仓 |
| HYG | ISHARES TR | $81.33万 | 0.07% | 10,170 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $81.67万 | 0.07% | 15,580 | 2,474 | 18.9% | $12.97万 | 加仓 |
| PSX | PHILLIPS 66 | $81.75万 | 0.07% | 4,836 | 85 | 1.8% | $1.44万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $82.62万 | 0.07% | 6,540 | 472 | 7.8% | $5.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $84.06万 | 0.07% | 3,848 | 475 | 14.1% | $10.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $85.07万 | 0.07% | 20,092 | -5,033 | -20.0% | -$21.31万 | 减仓 |
| REET | ISHARES TR | $85.09万 | 0.07% | 30,807 | 428 | 1.4% | $1.18万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $86.21万 | 0.08% | 1,591 | 280 | 21.4% | $15.17万 | 加仓 |
| IWS | ISHARES TR | $86.34万 | 0.08% | 5,245 | -186 | -3.4% | -$3.06万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $87.22万 | 0.08% | 2,605 | 744 | 40.0% | $24.91万 | 加仓 |
| IBMQ | ISHARES TR | $88.21万 | 0.08% | 34,485 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $88.34万 | 0.08% | 4,403 | 203 | 4.8% | $4.07万 | 加仓 |
| ANDE | ANDERSONS INC | $91.00万 | 0.08% | 13,304 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $91.11万 | 0.08% | 14,948 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $91.60万 | 0.08% | 1,844 | -12 | -0.6% | -$5,961 | 减仓 |
| IBDV | ISHARES TR | $91.80万 | 0.08% | 42,108 | -1,238 | -2.9% | -$2.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $92.75万 | 0.08% | 2,742 | 253 | 10.2% | $8.56万 | 加仓 |
| CSX | CSX CORP | $93.24万 | 0.08% | 19,617 | 2,689 | 15.9% | $12.78万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $93.64万 | 0.08% | 970 | 302 | 45.2% | $29.15万 | 加仓 |
| PHM | PULTE GROUP INC | $93.74万 | 0.08% | 6,832 | 982 | 16.8% | $13.47万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $93.99万 | 0.08% | 3,069 | -28 | -0.9% | -$8,575 | 减仓 |
| NEM | NEWMONT CORP | $96.13万 | 0.08% | 10,292 | -313 | -3.0% | -$2.92万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $99.10万 | 0.09% | 5,202 | -8 | -0.2% | -$1,524 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $100.10万 | 0.09% | 14,872 | 14,872 | — | $100.10万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $100.45万 | 0.09% | 3,193 | 653 | 25.7% | $20.54万 | 加仓 |
| DON | WISDOMTREE TR | $102.15万 | 0.09% | 18,073 | 225 | 1.3% | $1.27万 | 加仓 |
| VHT | VANGUARD WORLD FD | $103.07万 | 0.09% | 3,447 | -26 | -0.7% | -$7,774 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $104.58万 | 0.09% | 2,129 | 407 | 23.6% | $19.99万 | 加仓 |
| TJX | TJX COS INC NEW | $106.82万 | 0.09% | 7,051 | 2,612 | 58.8% | $39.57万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $108.22万 | 0.10% | 3,055 | 586 | 23.7% | $20.76万 | 加仓 |
| IWP | ISHARES TR | $109.95万 | 0.10% | 7,510 | 1 | 0.0% | $146 | 加仓 |
| DGRW | WISDOMTREE TR | $110.65万 | 0.10% | 11,572 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $111.23万 | 0.10% | 8,787 | 1,478 | 20.2% | $18.71万 | 加仓 |
| GLW | CORNING INC | $111.51万 | 0.10% | 4,365 | 2,827 | 183.8% | $72.22万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $113.40万 | 0.10% | 3,101 | -24 | -0.8% | -$8,776 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $115.27万 | 0.10% | 3,492 | 300 | 9.4% | $9.90万 | 加仓 |
| VFH | VANGUARD WORLD FD | $115.29万 | 0.10% | 8,761 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $117.92万 | 0.10% | 2,272 | -98 | -4.1% | -$5.09万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.02万 | 0.10% | 19,773 | 939 | 5.0% | $5.60万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $118.68万 | 0.10% | 2,739 | 749 | 37.6% | $32.45万 | 加仓 |
| UBS | UBS GROUP AG | $121.33万 | 0.11% | 24,481 | 3,035 | 14.2% | $15.04万 | 加仓 |
| RTX | RTX CORPORATION | $121.50万 | 0.11% | 6,404 | 375 | 6.2% | $7.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $121.56万 | 0.11% | 1,770 | 5 | 0.3% | $3,434 | 加仓 |
| PWR | QUANTA SVCS INC | $121.90万 | 0.11% | 1,693 | 76 | 4.7% | $5.47万 | 加仓 |
| DHR | DANAHER CORP DEL | $121.94万 | 0.11% | 6,402 | 1,475 | 29.9% | $28.09万 | 加仓 |
| KLAC | KLA CORP | $122.88万 | 0.11% | 4,073 | 1,323 | 48.1% | $39.91万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $123.02万 | 0.11% | 2,851 | 2,851 | — | $123.02万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $123.70万 | 0.11% | 33,900 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $124.00万 | 0.11% | 1,290 | -117 | -8.3% | -$11.25万 | 减仓 |
| PEP | PEPSICO INC | $126.67万 | 0.11% | 9,355 | -918 | -8.9% | -$12.43万 | 减仓 |
| ORCL | ORACLE CORP | $127.81万 | 0.11% | 8,721 | -99 | -1.1% | -$1.45万 | 减仓 |
| VO | VANGUARD INDEX FDS | $128.38万 | 0.11% | 15,934 | 2 | 0.0% | $161 | 加仓 |
| SSP | SCRIPPS E W CO OHIO | $130.68万 | 0.12% | 471,770 | 225,461 | 91.5% | $62.45万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $131.44万 | 0.12% | 13,823 | 2,421 | 21.2% | $23.02万 | 加仓 |
| CB | CHUBB LIMITED | $133.26万 | 0.12% | 3,911 | -63 | -1.6% | -$2.15万 | 减仓 |
| QDF | FLEXSHARES TR | $133.98万 | 0.12% | 14,900 | 14,900 | — | $133.98万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $134.37万 | 0.12% | 13,399 | 1,505 | 12.7% | $15.09万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $134.86万 | 0.12% | 76,062 | -183 | -0.2% | -$3,245 | 减仓 |
| UNP | UNION PAC CORP | $136.50万 | 0.12% | 5,018 | 1,038 | 26.1% | $28.23万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $140.93万 | 0.12% | 7,790 | 523 | 7.2% | $9.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $142.29万 | 0.13% | 5,060 | 134 | 2.7% | $3.77万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $142.81万 | 0.13% | 4,794 | 4,794 | — | $142.81万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $142.85万 | 0.13% | 16,584 | 720 | 4.5% | $6.20万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $144.05万 | 0.13% | 4,537 | 480 | 11.8% | $15.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $145.24万 | 0.13% | 13,971 | -290 | -2.0% | -$3.01万 | 减仓 |