大佬持仓对比

13F 最迟可在季度后 45 天公布；政客交易通常应在交易后 45 天内申报但可能迟报。数据来自公开申报，仅含部分持仓，仅供研究、非投资建议。

股票	肯·格里芬	伊兹·英格兰德
NVDA英伟达NVIDIA CORP	1.4%减仓	1.7%加仓
AAPL苹果APPLE INC	1.2%加仓	0.2%减仓
LLY礼来ELI LILLY & CO	0.7%加仓	0.2%减仓
BLK贝莱德BLACKROCK INC	0.6%加仓	0.3%减仓
AMDAMDADVANCED MICRO DEVICES	0.5%加仓	0.4%减仓
GOOG谷歌ALPHABET INC-CL C	0.5%加仓	0.1%减仓
HWMHowmetHOWMET AEROSPACE INC	0.4%加仓	0.2%减仓
MA万事达MASTERCARD INC - A	0.4%加仓	0.3%减仓
KO可口可乐COCA-COLA CO/THE	0.4%加仓	0.1%减仓
NFLX奈飞NETFLIX INC	0.4%加仓	0.1%减仓
LRCX拉姆研究LAM RESEARCH CORP	0.4%加仓	0.2%减仓
XOM埃克森美孚EXXON MOBIL CORP	0.3%加仓	0.1%减仓
PANWPalo Alto NetworksPALO ALTO NETWORKS INC	0.3%减仓	0.1%加仓
NSCNORFOLK SOUTHERN CORP	0.3%减仓	1.1%加仓
CVSCVS 健康CVS HEALTH CORP	0.3%减仓	0.2%加仓
WCNWaste ConnectionsWASTE CONNECTIONS INC	0.3%减仓	0.2%加仓
COST好市多COSTCO WHOLESALE CORP	0.3%减仓	0.2%加仓
SPGI标普全球S&P GLOBAL INC	0.3%加仓	0.2%减仓
UNH联合健康UNITEDHEALTH GROUP INC	0.3%减仓	0.5%加仓
GILD吉利德科学GILEAD SCIENCES INC	0.3%减仓	0.1%加仓
STZ星座品牌CONSTELLATION BRANDS INC-A	0.2%减仓	0.1%加仓
JNJ强生JOHNSON & JOHNSON	0.2%减仓	0.1%加仓
RTX雷神技术RTX CORP	0.2%加仓	0.2%减仓
CBRECBRE GROUP INC - A	0.2%加仓	0.3%减仓
MMM3M3M CO	0.2%加仓	0.1%减仓
AME阿美特克AMETEK INC	0.2%减仓	0.1%加仓
VRSKVERISK ANALYTICS INC	0.2%减仓	0.1%加仓
MSCIMSCI INC	0.2%减仓	0.3%加仓
ETRENTERGY CORP	0.1%减仓	0.2%加仓
KKRKKRKKR & CO INC	0.1%加仓	0.1%减仓

股票	肯·格里芬	伊兹·英格兰德
IVVISHARES CORE S&P 500 ETF	7.7%加仓	7.6%加仓
NVDA英伟达NVIDIA CORP	1.4%减仓	1.7%加仓
SPY标普 500 ETFSS SPDR S&P 500 ETF TRUST-US	0.2%加仓	2.5%加仓
SPCXSpaceXSPACE EXPLORATION TECHN-CL A	0.5%新建仓	2.1%新建仓
AMZN亚马逊AMAZON.COM INC	1.5%加仓	0.7%加仓
MSFT微软MICROSOFT CORP	0.8%加仓	1.1%加仓
WBD华纳兄弟探索WARNER BROS DISCOVERY INC	0.7%加仓	1.1%加仓
NSCNORFOLK SOUTHERN CORP	0.3%减仓	1.1%加仓
AAPL苹果APPLE INC	1.2%加仓	0.2%减仓
EAELECTRONIC ARTS INC	0.7%加仓	0.6%加仓
BLK贝莱德BLACKROCK INC	0.6%加仓	0.3%减仓
AMDAMDADVANCED MICRO DEVICES	0.5%加仓	0.4%减仓
METAMetaMETA PLATFORMS INC-CLASS A	0.4%减仓	0.5%减仓
STX希捷科技SEAGATE TECHNOLOGY HLDNGS PL	0.4%加仓	0.4%加仓
MU美光MICRON TECHNOLOGY INC	0.4%减仓	0.4%减仓
LLY礼来ELI LILLY & CO	0.7%加仓	0.2%减仓
AVGO博通BROADCOM INC	0.6%减仓	0.1%减仓
ABBV艾伯维ABBVIE INC	0.5%加仓	0.3%加仓
UNH联合健康UNITEDHEALTH GROUP INC	0.3%减仓	0.5%加仓
MA万事达MASTERCARD INC - A	0.4%加仓	0.3%减仓
CVX雪佛龙CHEVRON CORP	0.3%加仓	0.4%加仓
ABT雅培ABBOTT LABORATORIES	0.5%加仓	0.2%加仓
TSM台积电TAIWAN SEMICONDUCTOR-SP ADR	0.1%减仓	0.5%减仓
GOOG谷歌ALPHABET INC-CL C	0.5%加仓	0.1%减仓
JPM摩根大通JPMORGAN CHASE & CO	0.4%减仓	0.2%减仓

持仓分歧（一个加仓 / 一个减仓）