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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $146.37万 | 0.13% | 15,155 | 694 | 4.8% | $6.70万 | 加仓 |
| APH | AMPHENOL CORP | $149.69万 | 0.13% | 8,490 | 1,033 | 13.9% | $18.21万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $155.60万 | 0.14% | 3,104 | 467 | 17.7% | $23.41万 | 加仓 |
| NXH | BED BATH & BEYOND INC | $156.68万 | 0.14% | 270,600 | -109 | -0.0% | -$631 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $157.88万 | 0.14% | 50,766 | 2,720 | 5.7% | $8.46万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $160.61万 | 0.14% | 16,656 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $166.18万 | 0.15% | 20,109 | -3,928 | -16.3% | -$32.46万 | 减仓 |
| MELI | MERCADOLIBRE INC | $166.68万 | 0.15% | 982 | 225 | 29.7% | $38.19万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $166.84万 | 0.15% | 29,598 | -1,596 | -5.1% | -$9.00万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $172.38万 | 0.15% | 1,704 | 415 | 32.2% | $41.98万 | 加仓 |
| ETN | EATON CORP PLC | $173.32万 | 0.15% | 4,067 | 536 | 15.2% | $22.84万 | 加仓 |
| PLD | PROLOGIS INC. | $174.36万 | 0.15% | 12,871 | 1,165 | 10.0% | $15.78万 | 加仓 |
| INTC | INTEL CORP | $175.11万 | 0.15% | 12,541 | 608 | 5.1% | $8.49万 | 加仓 |
| DVY | ISHARES TR | $175.57万 | 0.15% | 11,233 | -361 | -3.1% | -$5.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $176.49万 | 0.16% | 10,389 | -209 | -2.0% | -$3.55万 | 减仓 |
| IQLT | ISHARES TR | $177.69万 | 0.16% | 35,861 | 771 | 2.2% | $3.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $182.58万 | 0.16% | 24,872 | 4,113 | 19.8% | $30.19万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $186.63万 | 0.16% | 3,663 | 322 | 9.6% | $16.41万 | 加仓 |
| MYCH | SSGA ACTIVE TR | $190.23万 | 0.17% | 76,384 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $193.19万 | 0.17% | 3,821 | -1 | -0.0% | -$506 | 减仓 |
| ASML | ASML HLDG NV | $194.43万 | 0.17% | 977 | 99 | 11.3% | $19.70万 | 加仓 |
| WM | WASTE MGMT INC DEL | $194.58万 | 0.17% | 8,730 | -150 | -1.7% | -$3.34万 | 减仓 |
| SPGI | S&P GLOBAL INC | $196.93万 | 0.17% | 4,836 | 990 | 25.7% | $40.32万 | 加仓 |
| ITOT | ISHARES TR | $200.89万 | 0.18% | 12,229 | 4 | 0.0% | $657 | 加仓 |
| MRK | MERCK & CO INC | $206.17万 | 0.18% | 16,044 | 2,692 | 20.2% | $34.59万 | 加仓 |
| QUAL | ISHARES TR | $210.35万 | 0.19% | 9,586 | 311 | 3.4% | $6.82万 | 加仓 |
| AMGN | AMGEN INC | $212.49万 | 0.19% | 5,868 | 8 | 0.1% | $2,897 | 加仓 |
| IWD | ISHARES TR | $216.01万 | 0.19% | 8,910 | -2,770 | -23.7% | -$67.16万 | 减仓 |
| ALL | ALLSTATE CORP | $220.31万 | 0.19% | 9,259 | 725 | 8.5% | $17.25万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $220.89万 | 0.19% | 61,547 | -30 | -0.0% | -$1,077 | 减仓 |
| BHP | BHP BILLITON LIMITED | $221.16万 | 0.19% | 26,546 | 4,637 | 21.2% | $38.63万 | 加仓 |
| MPC | MARATHON PETE CORP | $229.26万 | 0.20% | 8,967 | 465 | 5.5% | $11.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $230.50万 | 0.20% | 7,733 | 2,368 | 44.1% | $70.58万 | 加仓 |
| KO | COCA COLA CO | $232.55万 | 0.20% | 28,615 | 1,665 | 6.2% | $13.53万 | 加仓 |
| VB | VANGUARD INDEX FDS | $239.40万 | 0.21% | 7,898 | 272 | 3.6% | $8.24万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $244.05万 | 0.22% | 3,470 | 1,465 | 73.1% | $103.03万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $245.30万 | 0.22% | 14,997 | 1,283 | 9.4% | $20.99万 | 加仓 |
| VGT | VANGUARD WORLD FD | $246.50万 | 0.22% | 20,624 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $247.04万 | 0.22% | 34,600 | -1,932 | -5.3% | -$13.79万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $247.61万 | 0.22% | 2,531 | 240 | 10.5% | $23.48万 | 加仓 |
| IWM | ISHARES TR | $266.11万 | 0.23% | 8,857 | -4,111 | -31.7% | -$123.52万 | 减仓 |
| MS | MORGAN STANLEY | $272.94万 | 0.24% | 13,057 | 1,579 | 13.8% | $33.01万 | 加仓 |
| MCD | MCDONALDS CORP | $273.36万 | 0.24% | 10,113 | -13 | -0.1% | -$3,514 | 减仓 |
| QQQ | INVESCO QQQ TR | $287.96万 | 0.25% | 3,910 | 64 | 1.7% | $4.71万 | 加仓 |
| BAC | BANK OF AMER CORP | $291.13万 | 0.26% | 51,093 | 8,256 | 19.3% | $47.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $292.82万 | 0.26% | 4,050 | 915 | 29.2% | $66.16万 | 加仓 |
| IWB | ISHARES TR | $293.16万 | 0.26% | 7,159 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $305.36万 | 0.27% | 26,173 | 2,142 | 8.9% | $24.99万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $306.37万 | 0.27% | 100,185 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $328.68万 | 0.29% | 37,448 | 3,734 | 11.1% | $32.77万 | 加仓 |
| IVE | ISHARES TR | $330.93万 | 0.29% | 14,575 | -86 | -0.6% | -$1.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $336.28万 | 0.30% | 47,197 | 5,489 | 13.2% | $39.11万 | 加仓 |
| CSCO | CISCO SYS INC | $337.08万 | 0.30% | 28,697 | -1,500 | -5.0% | -$17.62万 | 减仓 |
| CVX | CHEVRON CORPORATION | $342.19万 | 0.30% | 20,644 | 1,481 | 7.7% | $24.55万 | 加仓 |
| IEMG | ISHARES INC | $342.71万 | 0.30% | 41,371 | -1,932 | -4.5% | -$16.00万 | 减仓 |
| AGG | ISHARES TR | $351.41万 | 0.31% | 35,503 | -213 | -0.6% | -$2.11万 | 减仓 |
| HD | HOME DEPOT INC | $363.11万 | 0.32% | 10,296 | -713 | -6.5% | -$25.15万 | 减仓 |
| GEV | GE VERNOVA INC | $368.06万 | 0.32% | 3,133 | 239 | 8.3% | $28.08万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.33% | 5 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $379.26万 | 0.33% | 10,148 | -412 | -3.9% | -$15.40万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $399.42万 | 0.35% | 25,447 | -2,000 | -7.3% | -$31.39万 | 减仓 |
| EEM | ISHARES TR | $418.32万 | 0.37% | 61,149 | 859 | 1.4% | $5.88万 | 加仓 |
| IJR | ISHARES TR | $423.28万 | 0.37% | 28,540 | 1,089 | 4.0% | $16.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $435.46万 | 0.38% | 31,830 | 907 | 2.9% | $12.41万 | 加仓 |
| MYRG | MYR GROUP INC | $442.15万 | 0.39% | 8,836 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $448.20万 | 0.39% | 13,143 | -931 | -6.6% | -$31.75万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $455.40万 | 0.40% | 7,839 | -188 | -2.3% | -$10.92万 | 减仓 |
| IWF | ISHARES TR | $455.72万 | 0.40% | 36,701 | 2,145 | 6.2% | $26.63万 | 加仓 |
| V | VISA INC | $460.07万 | 0.41% | 13,410 | -46 | -0.3% | -$1.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $476.44万 | 0.42% | 5,093 | 235 | 4.8% | $21.98万 | 加仓 |
| — | EXXON MOBIL CORP | $477.68万 | 0.42% | 34,938 | 3,042 | 9.5% | $41.59万 | 加仓 |
| CRWV | COREWEAVE INC | $494.75万 | 0.44% | 49,704 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $530.61万 | 0.47% | 55,596 | 1,639 | 3.0% | $15.64万 | 加仓 |
| CAT | CATERPILLAR INC | $532.44万 | 0.47% | 5,000 | 918 | 22.5% | $97.76万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $575.96万 | 0.51% | 293,633 | -37,662 | -11.4% | -$73.87万 | 减仓 |
| IWR | ISHARES TR | $591.59万 | 0.52% | 53,625 | 1,826 | 3.5% | $20.14万 | 加仓 |
| TSLA | TESLA INC | $607.35万 | 0.54% | 14,440 | 1,600 | 12.5% | $67.30万 | 加仓 |
| EFA | ISHARES TR | $618.14万 | 0.54% | 59,505 | 4,603 | 8.4% | $47.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $629.63万 | 0.55% | 12,259 | 2,044 | 20.0% | $104.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $639.00万 | 0.56% | 13,380 | 3,007 | 29.0% | $143.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $655.88万 | 0.58% | 25,825 | 1,748 | 7.3% | $44.39万 | 加仓 |
| GOOG | ALPHABET INC | $725.06万 | 0.64% | 20,521 | 2,183 | 11.9% | $77.13万 | 加仓 |
| WMT | WALMART INC | $743.44万 | 0.66% | 65,640 | -1,276 | -1.9% | -$14.45万 | 减仓 |
| IJH | ISHARES TR | $745.55万 | 0.66% | 96,687 | 2,881 | 3.1% | $22.22万 | 加仓 |
| LLY | ELI LILLY & CO | $769.82万 | 0.68% | 6,418 | 750 | 13.2% | $89.96万 | 加仓 |
| IVW | ISHARES TR | $887.11万 | 0.78% | 64,503 | -183 | -0.3% | -$2.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $888.26万 | 0.78% | 7,695 | 1,511 | 24.4% | $174.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $923.03万 | 0.81% | 62,945 | 441 | 0.7% | $6.47万 | 加仓 |
| AVGO | BROADCOM INC | $1,055.23万 | 0.93% | 27,935 | -1,670 | -5.6% | -$63.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,140.17万 | 1.00% | 125,652 | 3,786 | 3.1% | $34.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,155.36万 | 1.02% | 35,296 | -1,207 | -3.3% | -$39.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,277.00万 | 1.13% | 30,724 | 989 | 3.3% | $41.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,444.13万 | 1.27% | 28,860 | 417 | 1.5% | $20.87万 | 加仓 |
| TRGP | TARGA RES CORP | $1,712.13万 | 1.51% | 63,852 | 86 | 0.1% | $2.31万 | 加仓 |
| SHOP | SHOPIFY INC | $1,730.06万 | 1.52% | 151,520 | -1,287 | -0.8% | -$14.69万 | 减仓 |
| META | META PLATFORMS INC | $1,788.86万 | 1.58% | 31,757 | 1,029 | 3.3% | $57.96万 | 加仓 |
| AMZN | AMAZON COM INC | $1,871.59万 | 1.65% | 78,526 | 5,441 | 7.4% | $129.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,912.15万 | 1.68% | 53,506 | 3,705 | 7.4% | $132.41万 | 加仓 |
| ACWI | ISHARES TR | $1,925.86万 | 1.70% | 122,690 | 2,437 | 2.0% | $38.25万 | 加仓 |
| ABBV | ABBVIE INC | $2,308.57万 | 2.03% | 91,741 | 699 | 0.8% | $17.59万 | 加仓 |