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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 68
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MCD
MCDONALDS CORP
-$114.4M
5,497,778
-2%
减持
PCG
PG&E CORP
-$36.3M
22,643,524
-2%
减持
DAL
DELTA AIR LINES INC DEL
+$33.9M
5,312,108
-3%
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。
减持
BEN
FRANKLIN RESOURCES INC
-$4.7M
1,598,573
-4%
减持
CBRE
CBRE GROUP INC
+$2.9M
1,009,070
-1%
增持
IUSV
ISHARES TR
+$2.5M
393,525
+0%
增持
IUSG
ISHARES TR
+$1.8M
80,861
+9%
减持
VBR
VANGUARD INDEX FDS
+$1.7M
188,093
-1%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$1.6M
775,521
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
181,859
+20%
增持
HDV
ISHARES TR
+$1.3M
70,270
+11%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
2,942
+3%
减持
VTV
VANGUARD INDEX FDS
+$1.2M
110,706
-2%
增持
MTUM
ISHARES TR
+$1.1M
29,553
+4%
减持
IEFA
ISHARES TR
+$964.5K
307,153
-1%
减持
DGRO
ISHARES TR
+$868.6K
270,706
-2%
减持
VBK
VANGUARD INDEX FDS
+$788.5K
61,023
-2%
增持
PALC
PACER FDS TR
+$777.8K
109,658
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$761.3K
106,336
+11%
建仓
SGOV
ISHARES TR
+$695.4K
6,905
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$657.1K
110,738
+10%
减持
AAPL
APPLE INC
-$604.3K
21,342
-4%
减持
ISCG
ISHARES TR
+$596.3K
331,682
-2%
减持
AMZN
AMAZON COM INC
+$589.1K
21,467
-1%
减持
TSLA
TESLA INC
-$574.6K
6,999
-4%
减持
SHYG
ISHARES TR
-$569.7K
800,972
-2%
增持
—
EXXON MOBIL CORP
+$535.8K
20,561
+11%
减持
VUG
VANGUARD INDEX FDS
+$444.4K
15,532
-1%
减持
NIO
NIO INC
-$430.9K
92,200
-1%
建仓
EMXC
ISHARES INC
+$373.1K
6,481
增持
MSFT
MICROSOFT CORP
+$333.6K
6,299
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$326.5K
36,887
+9%
增持
GMAR
FIRST TR EXCHNG TRADED FD VI
+$304.7K
15,797
+121%
增持
IWO
ISHARES TR
+$299.4K
2,402
+73%
增持
IWN
ISHARES TR
+$295.7K
5,388
+49%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$285.1K
361,997
-1%
增持
IGSB
ISHARES TR
+$283.0K
416,248
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$260.8K
1,917
减持
SPY
SPDR S&P 500 ETF TR
-$256.7K
2,477
-24%
增持
JPM
JPMORGAN CHASE & CO
+$254.1K
6,666
+5%
增持
AGG
ISHARES TR
-$253.0K
307,290
+0%
增持
DIS
DISNEY WALT CO
+$252.6K
6,377
+9%
清仓
V
VISA INC
-$237.7K
0
-100%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$232.5K
6,750
建仓
SCHI
SCHWAB STRATEGIC TR
+$229.6K
5,161
清仓
USFR
WISDOMTREE TR
-$226.1K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$220.3K
1,716
建仓
IJK
ISHARES TR
+$220.0K
2,411
建仓
UBER
UBER TECHNOLOGIES INC
+$216.7K
2,814
减持
SHY
ISHARES TR
-$213.6K
10,536
-20%
建仓
ESGU
ISHARES TR
+$212.3K
1,847
建仓
BSX
BOSTON SCIENTIFIC CORP
+$211.5K
3,088
减持
META
META PLATFORMS INC
+$210.5K
2,121
-8%
增持
MRK
MERCK & CO INC
+$210.1K
8,227
+2%
建仓
STZ
CONSTELLATION BRANDS INC
+$207.1K
762
建仓
TM
TOYOTA MOTOR CORP
+$205.0K
815
减持
MMM
3M CO
-$204.9K
23,100
-5%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$204.9K
7,075
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$204.7K
6,135
建仓
EWJ
ISHARES INC
+$203.1K
2,847
建仓
ABT
ABBOTT LABS
+$200.1K
1,760
增持
GOOG
ALPHABET INC
+$190.9K
8,292
+9%
增持
CVX
CHEVRON CORP NEW
+$189.1K
8,161
+11%
减持
IVV
ISHARES TR
+$187.1K
4,215
-1%
建仓
—
GLOBAL X FDS
+$183.3K
32,500
增持
IYW
ISHARES TR
+$182.0K
8,350
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$178.3K
13,110
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$173.0K
37,326
+1%
增持
PG
PROCTER AND GAMBLE CO
+$169.4K
7,386
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$167.6K
1,100
+33%
增持
WMT
WALMART INC
+$158.6K
15,118
+217%
减持
IEMG
ISHARES INC
+$151.5K
380,982
-1%
增持
GSLC
GOLDMAN SACHS ETF TR
+$140.2K
11,615
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$136.2K
2,166
+28%
增持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$129.4K
42,008
+5%
增持
EMR
EMERSON ELEC CO
+$125.1K
7,628
+0%
增持
QUAL
ISHARES TR
+$124.1K
3,924
+11%
减持
SHEL
SHELL PLC
-$117.7K
11,114
-15%
增持
JNJ
JOHNSON & JOHNSON
+$117.0K
3,065
+31%
建仓
BDN
BRANDYWINE RLTY TR
+$116.4K
24,247
增持
—
WALGREENS BOOTS ALLIANCE INC
-$114.6K
29,430
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$108.0K
184
-1%
减持
CAT
CATERPILLAR INC
-$106.3K
601
-46%
建仓
—
ALIGHT INC
+$100.2K
10,174
建仓
VLY
VALLEY NATL BANCORP
+$97.8K
12,292
增持
PLUG
PLUG POWER INC
-$88.2K
104,400
+5%
增持
T
AT&T INC
+$88.0K
58,694
+4%
增持
KO
COCA COLA CO
+$83.1K
13,051
+8%
减持
EFG
ISHARES TR
-$80.7K
2,103
-32%
增持
XLE
SELECT SECTOR SPDR TR
+$79.4K
6,349
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$73.4K
11,680
+3%
减持
TGT
TARGET CORP
+$72.9K
4,687
-12%
增持
EFV
ISHARES TR
+$71.8K
16,216
+4%
增持
MP
MP MATERIALS CORP
-$71.6K
15,400
+5%
增持
INTC
INTEL CORP
+$70.1K
12,298
+31%
建仓
—
CHIMERA INVT CORP
+$69.9K
15,154
增持
DBMF
LITMAN GREGORY FDS TR
+$67.5K
20,573
+1%
建仓
—
MARQETA INC
+$67.3K
11,285
减持
WFC
WELLS FARGO CO NEW
+$63.0K
15,618
-9%
增持
RTX
RTX CORPORATION
+$62.9K
4,645
+0%
减持
—
BARRICK GOLD CORP
-$61.5K
33,724
-2%
增持
IVW
ISHARES TR
+$59.9K
4,835
+4%
增持
IUSB
ISHARES TR
-$59.1K
150,695
+0%
增持
JOBY
JOBY AVIATION INC
-$58.8K
50,700
+2%
减持
D
DOMINION ENERGY INC
+$58.4K
29,636
-0%
减持
MUB
ISHARES TR
-$56.7K
3,466
-13%
减持
MA
MASTERCARD INCORPORATED
+$56.6K
1,221
-2%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$56.6K
36,251
增持
WELL
WELLTOWER INC
+$55.3K
8,198
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$54.5K
1,691
-1%
增持
ORCL
ORACLE CORP
+$54.0K
2,632
+0%
减持
XLI
SELECT SECTOR SPDR TR
+$51.1K
10,815
-6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$50.6K
9,892
+0%
增持
—
STERIS PLC
+$49.9K
1,383
+17%
减持
XLF
SELECT SECTOR SPDR TR
+$49.6K
40,139
-8%
增持
VOO
VANGUARD INDEX FDS
+$48.5K
1,072
+0%
减持
SHV
ISHARES TR
-$46.3K
54,981
-1%
减持
F
FORD MTR CO DEL
+$46.0K
78,952
-4%
减持
NFLX
NETFLIX INC
+$43.6K
625
-9%
增持
IVE
ISHARES TR
+$43.2K
3,192
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$42.1K
2,453
-19%
增持
GOOGL
ALPHABET INC
+$39.5K
2,890
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$39.1K
4,316
-0%
增持
SQ
BLOCK INC
+$39.0K
4,965
+1%
减持
LQDH
ISHARES U S ETF TR
-$38.5K
3,955
-10%
增持
SOXX
ISHARES TR
+$38.4K
1,644
+184%
减持
CRM
SALESFORCE INC
+$38.3K
1,186
-2%
减持
DCI
DONALDSON INC
+$38.0K
7,811
-6%
增持
AOR
ISHARES TR
+$37.7K
7,994
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.1K
861
-2%
减持
EIX
EDISON INTL
-$36.1K
9,534
-4%
增持
XEL
XCEL ENERGY INC
+$35.5K
17,220
+20%
减持
VTI
VANGUARD INDEX FDS
+$34.4K
2,095
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$34.3K
6,125
+3%
增持
MPT
MEDICAL PPTYS TRUST INC
+$33.6K
151,021
+10%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$31.8K
2,095
-20%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$31.7K
1,851
+2%
减持
KMI
KINDER MORGAN INC DEL
-$31.1K
27,530
-9%
增持
IYG
ISHARES TR
+$30.8K
4,419
+202%
减持
—
POLESTAR AUTOMOTIVE HLDG UK
-$30.7K
36,400
-5%
增持
HDUS
LATTICE STRATEGIES TR
+$30.5K
4,707
+5%
增持
PWS
PACER FDS TR
+$29.6K
11,815
+0%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$28.7K
4,132
-5%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$28.2K
14,251
-7%
清仓
—
AURORA CANNABIS INC
-$28.2K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$28.2K
906
-3%
增持
AGOX
STARBOARD INVT TR
+$28.0K
21,551
+0%
减持
XLC
SELECT SECTOR SPDR TR
+$27.8K
13,780
-9%
增持
QQQ
INVESCO QQQ TR
+$26.8K
729
+1%
增持
BA
BOEING CO
-$25.2K
1,127
+21%
