Griffith & Werner, Inc.
CANTON GA · SEC CIK 0002057200
$2.13亿2026Q2 申报市值
71持仓数
48.1%前十大占比 · 第一大 12.7%
7 / 9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
MU 新建仓+$321.10万
IVV 加仓+$150.02万
AXP 加仓+$110.87万
META 加仓+$85.90万
SDVY 加仓+$82.90万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$715.60万
GOOG 清仓-$546.88万
MRVL 清仓-$249.08万
C 减仓-$114.27万
QQQ 清仓-$91.18万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -42,179 | -100.0% | -$715.60万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -19,064 | -100.0% | -$546.88万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -25,147 | -100.0% | -$249.08万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,580 | -100.0% | -$91.18万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -721 | -100.0% | -$69.34万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -947 | -100.0% | -$45.38万 | 清仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,652 | -100.0% | -$27.53万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -2,580 | -100.0% | -$25.20万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,005 | -100.0% | -$20.59万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $20.40万 | 0.10% | 1,859 | 1,859 | — | $20.40万 | 新建仓 |
| F | FORD MTR CO | $20.70万 | 0.10% | 14,900 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $22.40万 | 0.10% | 16,173 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.60万 | 0.11% | 638 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $22.90万 | 0.11% | 2,705 | 0 | 0.0% | — | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $23.00万 | 0.11% | 7,814 | 7,814 | — | $23.00万 | 新建仓 |
| ITOT | ISHARES TR | $24.30万 | 0.11% | 1,480 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $25.10万 | 0.12% | 1,318 | 1,318 | — | $25.10万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $25.70万 | 0.12% | 817 | 2 | 0.2% | $629 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $28.10万 | 0.13% | 1,062 | -60 | -5.3% | -$1.59万 | 减仓 |
| VMC | VULCAN MATLS CO | $29.50万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.00万 | 0.14% | 2,651 | -11 | -0.4% | -$1,245 | 减仓 |
| FAST | FASTENAL CO | $30.80万 | 0.14% | 6,404 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $32.00万 | 0.15% | 3,252 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $32.10万 | 0.15% | 807 | -74 | -8.4% | -$2.94万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $34.00万 | 0.16% | 7,204 | 40 | 0.6% | $1,888 | 加仓 |
| UL | UNILEVER PLC | $34.30万 | 0.16% | 5,713 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.50万 | 0.17% | 4,939 | 72 | 1.5% | $5,175 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $40.40万 | 0.19% | 13,377 | 7 | 0.1% | $211 | 加仓 |
| NEE | NEXTERA ENERGY INC | $41.70万 | 0.20% | 4,746 | 90 | 1.9% | $7,908 | 加仓 |
| INTC | INTEL CORP | $42.30万 | 0.20% | 3,031 | 3,031 | — | $42.30万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $44.00万 | 0.21% | 1,279 | 1,279 | — | $44.00万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $45.20万 | 0.21% | 2,500 | -446 | -15.1% | -$8.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $46.00万 | 0.22% | 492 | 122 | 33.0% | $11.41万 | 加仓 |
| AVGO | BROADCOM INC | $46.10万 | 0.22% | 1,219 | 527 | 76.2% | $19.93万 | 加仓 |
| GOOGL | ALPHABET INC | $46.40万 | 0.22% | 1,298 | 533 | 69.7% | $19.05万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $46.70万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.10万 | 0.23% | 6,749 | 6,749 | — | $48.10万 | 新建仓 |
| PEP | PEPSICO INC | $49.20万 | 0.23% | 3,633 | 6 | 0.2% | $813 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $54.10万 | 0.25% | 9,085 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $61.10万 | 0.29% | 509 | 98 | 23.8% | $11.76万 | 加仓 |
| CSCO | CISCO SYS INC | $63.50万 | 0.30% | 5,408 | -1,265 | -19.0% | -$14.85万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $67.70万 | 0.32% | 5,147 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $71.30万 | 0.33% | 2,393 | 134 | 5.9% | $3.99万 | 加仓 |
| CAT | CATERPILLAR INC | $79.60万 | 0.37% | 747 | -13 | -1.7% | -$1.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $109.80万 | 0.51% | 3,903 | -6 | -0.2% | -$1,688 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $120.50万 | 0.56% | 29,600 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $134.50万 | 0.63% | 4,108 | 596 | 17.0% | $19.51万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $144.40万 | 0.68% | 5,812 | 843 | 17.0% | $20.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $159.90万 | 0.75% | 3,138 | 147 | 4.9% | $7.49万 | 加仓 |
| IVV | ISHARES TR | $180.50万 | 0.85% | 2,410 | 2,003 | 492.1% | $150.02万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $190.70万 | 0.89% | 15,091 | 1,346 | 9.8% | $17.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $220.10万 | 1.03% | 13,279 | 1,197 | 9.9% | $19.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $309.70万 | 1.45% | 9,157 | 3,278 | 55.8% | $110.87万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $321.10万 | 1.50% | 2,782 | 2,782 | — | $321.10万 | 新建仓 |
| ORCL | ORACLE CORP | $367.40万 | 1.72% | 25,069 | 2,885 | 13.0% | $42.28万 | 加仓 |
| ABBV | ABBVIE INC | $370.90万 | 1.74% | 14,738 | 1,161 | 8.6% | $29.22万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $372.30万 | 1.74% | 29,409 | 1,953 | 7.1% | $24.72万 | 加仓 |
| WFC | WELLS FARGO & CO | $376.70万 | 1.77% | 45,579 | 3,265 | 7.7% | $26.98万 | 加仓 |
| PFE | PFIZER INC | $388.70万 | 1.82% | 161,427 | 11,906 | 8.0% | $28.67万 | 加仓 |
| HD | HOME DEPOT INC | $423.10万 | 1.98% | 11,997 | 727 | 6.5% | $25.64万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $456.90万 | 2.14% | 105,909 | 19,215 | 22.2% | $82.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $465.90万 | 2.18% | 31,769 | 2,325 | 7.9% | $34.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $484.00万 | 2.27% | 6,481 | 62 | 1.0% | $4.63万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $509.60万 | 2.39% | 118,957 | -3,761 | -3.1% | -$16.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $535.10万 | 2.51% | 126,388 | 10,739 | 9.3% | $45.47万 | 加仓 |
| T | AT&T INC | $551.40万 | 2.58% | 266,387 | 22,321 | 9.1% | $46.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $551.90万 | 2.59% | 13,278 | 788 | 6.3% | $32.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $630.70万 | 2.96% | 24,833 | 1,679 | 7.3% | $42.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $649.00万 | 3.04% | 32,436 | 2,451 | 8.2% | $49.04万 | 加仓 |
| SO | SOUTHERN CO | $655.50万 | 3.07% | 68,491 | 4,284 | 6.7% | $41.00万 | 加仓 |
| KO | COCA COLA CO | $708.60万 | 3.32% | 87,195 | 5,846 | 7.2% | $47.51万 | 加仓 |
| TFC | TRUIST FINL CORP | $739.40万 | 3.46% | 148,409 | 8,657 | 6.2% | $43.13万 | 加仓 |
| META | META PLATFORMS INC | $749.20万 | 3.51% | 13,301 | 1,525 | 13.0% | $85.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $749.50万 | 3.51% | 20,092 | 2,020 | 11.2% | $75.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $785.90万 | 3.68% | 137,933 | 8,974 | 7.0% | $51.13万 | 加仓 |
| C | CITIGROUP INC | $872.40万 | 4.09% | 62,334 | -8,165 | -11.6% | -$114.27万 | 减仓 |
| AAPL | APPLE INC | $882.50万 | 4.14% | 30,498 | 2,069 | 7.3% | $59.87万 | 加仓 |
| AMZN | AMAZON COM INC | $963.70万 | 4.52% | 40,433 | 2,640 | 7.0% | $62.92万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1,111.30万 | 5.21% | 324,846 | 14,219 | 4.6% | $48.64万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $2,710.80万 | 12.70% | 497,699 | 11,259 | 2.3% | $61.32万 | 加仓 |