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Gallagher Fiduciary Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gallagher Fiduciary Advisors, LLC
报告期 2026-03-31 · CIK 0001527781
持仓数
340
前50大市值合计
$2.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 46
减持 79
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
DAL
DELTA AIR LINES INC DEL
+$67.7M
5,732,486
-2%
减持
PCG
PG&E CORP
+$18.7M
23,968,818
-2%
减持
CBRE
CBRE GROUP INC
+$7.0M
1,051,976
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VUG
VANGUARD INDEX FDS
+$2.6M
31,015
+25%
增持
VBR
VANGUARD INDEX FDS
+$1.8M
186,823
+2%
减持
HDV
ISHARES TR
-$1.6M
78,319
-16%
减持
IUSV
ISHARES TR
+$1.6M
409,123
-1%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$1.6M
809,249
-2%
减持
USMV
ISHARES TR
-$1.1M
40,793
-28%
增持
VBK
VANGUARD INDEX FDS
+$971.3K
60,361
+1%
减持
BEN
FRANKLIN RESOURCES INC
-$964.6K
1,696,630
-1%
增持
ISCG
ISHARES TR
+$960.4K
337,883
+1%
增持
DGRO
ISHARES TR
+$924.4K
393,016
+2%
增持
VTV
VANGUARD INDEX FDS
+$908.7K
115,139
+3%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$833.5K
325,813
+2%
减持
IJR
ISHARES TR
-$612.4K
4,313
-60%
建仓
IWF
ISHARES TR
+$605.1K
2,199
清仓
—
HANESBRANDS INC
-$596.9K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$592.9K
23,500
增持
FAD
FIRST TR MULTI CAP GROWTH AL
+$580.8K
48,359
+5%
增持
ITOT
ISHARES TR
+$579.4K
8,138
+240%
增持
IEMG
ISHARES INC
+$546.5K
391,699
+2%
减持
AAPL
APPLE INC
+$535.0K
21,568
-3%
建仓
CFG
CITIZENS FINL GROUP INC
+$533.2K
20,445
建仓
TUG
LISTED FD TR
+$532.1K
19,215
减持
EQRR
PROSHARES TR
-$528.8K
12,391
-46%
减持
AMAX
STARBOARD INVT TR
-$499.2K
1,713,097
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$481.5K
23,162
-21%
建仓
QUAL
ISHARES TR
+$469.9K
3,484
减持
AMZN
AMAZON COM INC
+$469.7K
20,231
-4%
减持
PFL
PIMCO INCOME STRATEGY FD
-$432.5K
444,996
-11%
减持
IUSG
ISHARES TR
+$418.4K
170,863
-7%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$377.6K
94,865
+5%
增持
AGG
ISHARES TR
-$375.9K
321,300
+1%
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$362.9K
123,284
-36%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$359.3K
0
-100%
减持
IEFA
ISHARES TR
-$351.7K
412,438
-2%
减持
MSFT
MICROSOFT CORP
+$340.1K
6,694
-1%
减持
DVY
ISHARES TR
-$336.6K
1,972
-59%
增持
PALC
PACER FDS TR
+$335.6K
84,665
+1%
减持
FSK
FS KKR CAP CORP
-$322.4K
99,764
-17%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$313.6K
10,094
增持
JOBY
JOBY AVIATION INC
+$310.0K
50,900
+4%
建仓
INTC
INTEL CORP
+$290.4K
8,684
清仓
ESGU
ISHARES TR
-$280.3K
0
-100%
减持
FNGO
BANK MONTREAL MEDIUM
+$276.4K
48,300
-23%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$275.9K
5,503
增持
TSLA
TESLA INC
+$274.4K
4,823
+1%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$268.7K
5,555
增持
IYW
ISHARES TR
+$266.0K
12,113
+7%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$265.6K
0
-100%
增持
IGSB
ISHARES TR
+$259.6K
373,162
+2%
减持
DIS
DISNEY WALT CO
-$257.7K
6,911
-21%
建仓
GOOGL
ALPHABET INC
+$252.4K
2,109
清仓
A
AGILENT TECHNOLOGIES INC
-$245.4K
0
-100%
建仓
SQ
BLOCK INC
+$240.3K
3,610
建仓
IVW
ISHARES TR
+$237.7K
3,373
减持
CWB
SPDR SER TR
-$236.0K
16,602
-20%
建仓
IYG
ISHARES TR
+$231.1K
1,462
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$227.6K
7,157
减持
NVDA
NVIDIA CORPORATION
+$226.4K
1,750
-5%
建仓
EFA
ISHARES TR
+$225.8K
3,115
建仓
EFG
ISHARES TR
+$220.3K
2,309
建仓
XPEL
XPEL INC
+$219.0K
2,600
建仓
—
BANK MONTREAL MEDIUM
+$217.4K
1,161
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$213.2K
11,381
+49%
增持
MINT
PIMCO ETF TR
+$211.9K
5,883
+56%
建仓
IGLB
ISHARES TR
+$210.4K
4,081
减持
DG
DOLLAR GEN CORP NEW
-$208.4K
1,663
-29%
减持
TGT
TARGET CORP
-$205.9K
4,909
-5%
增持
IUSB
ISHARES TR
+$190.0K
143,581
+5%
增持
MPT
MEDICAL PPTYS TRUST INC
+$166.9K
76,558
+16%
减持
SHYG
ISHARES TR
-$165.3K
646,358
-0%
减持
SNPS
SYNOPSYS INC
-$164.8K
1,613
-28%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$157.9K
10,300
减持
VYM
VANGUARD WHITEHALL FDS
-$156.5K
3,370
-31%
增持
JPM
JPMORGAN CHASE & CO
+$152.8K
7,619
+4%
减持
XLB
SELECT SECTOR SPDR TR
-$152.4K
4,259
-32%
减持
XLE
SELECT SECTOR SPDR TR
-$148.4K
7,620
-18%
减持
XLY
SELECT SECTOR SPDR TR
-$148.3K
10,326
-19%
增持
XLV
SELECT SECTOR SPDR TR
+$144.7K
14,022
+6%
增持
VOO
VANGUARD INDEX FDS
+$143.2K
913
+50%
减持
D
DOMINION ENERGY INC
-$138.1K
27,450
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$138.1K
43,126
+5%
减持
—
CHIMERA INVT CORP
-$134.2K
120,176
-18%
增持
T
AT&T INC
-$133.5K
54,219
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$131.8K
34,649
+16%
减持
MA
MASTERCARD INCORPORATED
-$130.1K
1,534
-24%
增持
SHV
ISHARES TR
+$118.8K
15,795
+7%
增持
LQDH
ISHARES U S ETF TR
+$118.1K
78,839
+0%
增持
WFC
WELLS FARGO CO NEW
+$118.0K
21,132
+1%
减持
ARKK
ARK ETF TR
-$117.3K
6,606
-35%
减持
META
META PLATFORMS INC
+$107.3K
1,797
-7%
减持
SPTS
SPDR SER TR
-$105.5K
12,326
-22%
减持
XLC
SELECT SECTOR SPDR TR
-$104.5K
15,296
-19%
增持
MP
MP MATERIALS CORP
+$104.3K
13,800
+84%
减持
UPS
UNITED PARCEL SERVICE INC
-$90.2K
4,062
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$88.8K
835
-8%
减持
NGG
NATIONAL GRID PLC
-$87.6K
10,367
-10%
减持
—
LYONDELLBASELL INDUSTRIES N
-$87.3K
7,761
-9%
减持
NIO
NIO INC
-$86.3K
92,400
-1%
减持
F
FORD MTR CO DEL
+$85.3K
48,157
-6%
增持
MMM
3M CO
-$83.3K
25,824
+2%
减持
XEL
XCEL ENERGY INC
-$78.4K
14,307
-0%
减持
—
EXXON MOBIL CORP
-$77.8K
17,581
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$77.7K
2,144
-8%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$74.9K
95,073
-6%
减持
XLI
SELECT SECTOR SPDR TR
+$72.5K
12,400
-0%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$71.0K
2,794
-26%
减持
EIX
EDISON INTL
-$69.2K
10,374
-7%
减持
SJM
SMUCKER J M CO
-$65.9K
4,740
-3%
减持
TM
TOYOTA MOTOR CORP
+$65.8K
4,977
-4%
增持
QQQ
INVESCO QQQ TR
+$65.6K
1,123
+3%
增持
ORCL
ORACLE CORP
+$65.2K
2,457
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$64.4K
9,313
-0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$63.7K
20,425
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$63.3K
24,917
-14%
减持
SPY
SPDR S&P 500 ETF TR
+$61.7K
2,299
-2%
减持
SON
SONOCO PRODS CO
-$60.7K
11,763
-5%
减持
GOOG
ALPHABET INC
+$60.6K
3,866
-1%
减持
IYR
ISHARES TR
-$57.5K
3,771
-17%
减持
AGOX
STARBOARD INVT TR
-$57.3K
33,195
-13%
减持
FDRR
FIDELITY COVINGTON TRUST
-$56.2K
5,140
-23%
减持
IYH
ISHARES TR
-$55.2K
2,891
-9%
增持
ABBV
ABBVIE INC
-$53.2K
3,205
+5%
减持
UPRO
PROSHARES TR
+$52.8K
22,144
-14%
减持
FNGS
BANK MONTREAL MEDIUM
+$49.9K
10,561
-7%
增持
SOXX
ISHARES TR
+$49.9K
598
+5%
减持
JRI
NUVEEN REAL ASSET INCOME & G
-$49.2K
10,993
-26%
减持
PFE
PFIZER INC
-$49.0K
19,627
-80%
减持
—
EATON CORP PLC
+$48.8K
4,254
-10%
增持
IVE
ISHARES TR
+$47.1K
4,318
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$45.3K
928
+6%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$45.2K
963
+3%
减持
COST
COSTCO WHSL CORP NEW
-$45.2K
1,976
-11%
减持
KO
COCA COLA CO
-$45.0K
12,719
-3%
增持
EMR
EMERSON ELEC CO
+$43.9K
9,119
+2%
增持
MU
MICRON TECHNOLOGY INC
+$41.7K
4,068
+14%
减持
VTI
VANGUARD INDEX FDS
+$40.6K
2,528
-0%
增持
—
STERIS PLC
+$40.2K
1,177
+0%
减持
MFC
MANULIFE FINL CORP
-$39.2K
38,217
-8%
减持
ITB
ISHARES TR
+$38.8K
6,322
-11%
减持
PAYX
PAYCHEX INC
-$38.3K
6,040
-3%
减持
UAL
UNITED AIRLS HLDGS INC
-$36.5K
3,650
-32%
增持
TFC
TRUIST FINL CORP
+$36.2K
20,107
+19%
增持
MUB
ISHARES TR
+$36.0K
5,262
+8%
减持
CVS
CVS HEALTH CORP
-$34.8K
3,021
-8%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$34.7K
40,618
-2%
减持
RHTX
STARBOARD INVT TR
+$33.5K
186,160
-3%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$33.1K
3,187
+7%
