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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 43
增持 44
减持 32
清仓 31
方向
标的
Δ市值
现股数(环比)
建仓
LQD
ISHARES TR
+$43.3M
383,225
减持
IUSV
ISHARES TR
-$21.5M
113,909
-69%
减持
IGSB
ISHARES TR
-$19.3M
98,391
-79%
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。
建仓
AVUV
AMERICAN CENTY ETF TR
+$17.9M
186,796
建仓
AVLV
AMERICAN CENTY ETF TR
+$12.3M
186,993
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$11.1M
482,773
+4095%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$9.2M
190,671
-40%
减持
VBR
VANGUARD INDEX FDS
-$9.0M
101,828
-37%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.0M
208,849
+2194%
减持
VUG
VANGUARD INDEX FDS
-$4.5M
3,186
-79%
增持
SHYG
ISHARES TR
+$3.1M
846,992
+6%
增持
JUNM
FIRST TR EXCHNG TRADED FD VI
+$2.1M
75,300
+678%
增持
IUSG
ISHARES TR
+$1.9M
139,483
+8%
增持
VBK
VANGUARD INDEX FDS
+$1.8M
59,788
+6%
增持
IVV
ISHARES TR
+$1.6M
6,404
+70%
增持
ISCG
ISHARES TR
+$1.4M
319,116
+2%
增持
SGOV
ISHARES TR
+$1.1M
18,071
+158%
减持
IYW
ISHARES TR
-$1.1M
1,406
-84%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$940.9K
0
-100%
建仓
AES
AES CORP
+$760.5K
37,909
增持
LUMN
LUMEN TECHNOLOGIES INC
+$744.9K
116,607
+55%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$740.8K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$712.4K
114,547
+5%
减持
VTV
VANGUARD INDEX FDS
-$706.5K
81,477
-12%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$706.2K
186,595
+2%
建仓
—
KENNEDY-WILSON HOLDINGS INC
+$676.1K
61,183
减持
XLK
SELECT SECTOR SPDR TR
-$635.1K
19,084
-13%
减持
DGRO
ISHARES TR
-$623.7K
200,641
-12%
清仓
DBMF
LITMAN GREGORY FDS TR
-$619.2K
0
-100%
清仓
IGLB
ISHARES TR
-$573.8K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$532.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$529.1K
0
-100%
增持
D
DOMINION ENERGY INC
+$502.2K
15,481
+93%
建仓
DYNF
BLACKROCK ETF TRUST
+$464.8K
9,395
减持
AMZN
AMAZON COM INC
-$462.6K
20,070
-8%
清仓
HD
HOME DEPOT INC
-$447.8K
0
-100%
减持
EFV
ISHARES TR
-$442.7K
8,424
-52%
建仓
ES
EVERSOURCE ENERGY
+$440.5K
6,473
清仓
MOG/A
MOOG INC
-$434.1K
0
-100%
清仓
AOR
ISHARES TR
-$430.6K
0
-100%
减持
MRK
MERCK & CO INC
-$425.7K
6,839
-30%
增持
ABBV
ABBVIE INC
+$424.4K
4,436
+68%
建仓
AVO
MISSION PRODUCE INC
+$417.6K
32,574
建仓
BALT
INNOVATOR ETFS TRUST
+$409.9K
13,297
减持
TSLA
TESLA INC
+$409.5K
6,606
-1%
减持
MTUM
ISHARES TR
-$385.0K
31,692
-9%
减持
MSFT
MICROSOFT CORP
-$381.4K
5,723
-10%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$362.5K
11,943
减持
NVDA
NVIDIA CORPORATION
-$353.4K
30,258
-7%
减持
IEMG
ISHARES INC
+$336.2K
391,974
-5%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$335.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.3K
2,318
+28%
清仓
MOTI
VANECK ETF TRUST
-$323.4K
0
-100%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$317.8K
0
-100%
建仓
MAS
MASCO CORP
+$317.7K
3,785
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$314.6K
113,900
+3%
减持
GOOG
ALPHABET INC
-$313.3K
6,853
-14%
减持
PALC
PACER FDS TR
-$310.6K
126,602
-6%
建仓
FAST
FASTENAL CO
+$305.8K
4,281
减持
XLI
SELECT SECTOR SPDR TR
-$301.8K
7,422
-31%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$298.5K
11,438
建仓
—
DISCOVER FINL SVCS
+$293.3K
2,091
建仓
RF
REGIONS FINANCIAL CORP NEW
+$291.6K
12,498
建仓
KKR
KKR & CO INC
+$289.7K
2,218
减持
AAPL
APPLE INC
+$288.1K
19,841
-4%
清仓
IYG
ISHARES TR
-$287.4K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$283.5K
0
-100%
建仓
—
BEACON ROOFING SUPPLY INC
+$283.4K
3,279
清仓
—
ENCORE WIRE CORP
-$281.7K
0
-100%
建仓
GTN
GRAY TELEVISION INC
+$279.6K
52,169
建仓
DHR
DANAHER CORPORATION
+$269.9K
971
建仓
RUSHA
RUSH ENTERPRISES INC
+$260.5K
4,931
增持
MLI
MUELLER INDS INC
+$260.0K
8,427
+32%
减持
XLV
SELECT SECTOR SPDR TR
-$253.4K
7,233
-23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$253.1K
3,401
+18%
清仓
ESGU
ISHARES TR
-$252.3K
0
-100%
建仓
AME
AMETEK INC
+$252.3K
1,469
建仓
—
SIGNET JEWELERS LIMITED
+$250.7K
2,430
清仓
SPAB
SPDR SER TR
-$245.9K
0
-100%
清仓
HDUS
LATTICE STRATEGIES TR
-$245.4K
0
-100%
清仓
CHRD
CHORD ENERGY CORPORATION
-$243.4K
0
-100%
建仓
FERG
FERGUSON ENTERPRISES INC
+$240.7K
1,212
清仓
SLV
ISHARES SILVER TR
-$238.9K
0
-100%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$237.8K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$237.8K
6,664
-35%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$237.8K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$233.4K
2,616
建仓
JAJL
INNOVATOR ETFS TRUST
+$232.7K
8,720
建仓
—
DUPONT DE NEMOURS INC
+$231.7K
2,600
增持
NIO
NIO INC
+$230.1K
88,000
+2%
建仓
CAT
CATERPILLAR INC
+$229.7K
587
建仓
REI
RING ENERGY INC
+$229.6K
143,507
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$228.5K
0
-100%
减持
IWN
ISHARES TR
-$224.8K
5,311
-27%
建仓
IUSB
ISHARES TR
+$224.6K
4,767
建仓
COP
CONOCOPHILLIPS
+$224.2K
2,130
减持
XLF
SELECT SECTOR SPDR TR
-$223.5K
34,324
-21%
建仓
SWK
STANLEY BLACK & DECKER INC
+$223.2K
2,027
清仓
SCHI
SCHWAB STRATEGIC TR
-$220.4K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$219.5K
2,002
建仓
ANIK
ANIKA THERAPEUTICS INC
+$217.6K
8,809
建仓
IJS
ISHARES TR
+$215.7K
2,004
清仓
VXUS
VANGUARD STAR FDS
-$215.7K
0
-100%
清仓
UNP
UNION PAC CORP
-$215.6K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$211.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$210.8K
31,432
-20%
清仓
IJK
ISHARES TR
-$210.8K
0
-100%
建仓
ENB
ENBRIDGE INC
+$210.4K
5,181
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$210.2K
0
-100%
建仓
PWS
PACER FDS TR
+$209.3K
6,623
建仓
—
HAYNES INTL INC
+$209.0K
3,510
建仓
SOLV
SOLVENTUM CORP
+$206.9K
2,967
增持
UMBF
UMB FINL CORP
+$205.1K
4,902
+32%
清仓
OEF
ISHARES TR
-$203.5K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$202.4K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$201.8K
1,171
增持
IRT
INDEPENDENCE RLTY TR INC
+$201.2K
32,035
+32%
增持
PRK
PARK NATL CORP
+$199.8K
3,370
+31%
增持
JXN
JACKSON FINANCIAL INC
+$192.4K
5,832
+28%
增持
ITRI
ITRON INC
+$184.6K
4,591
+49%
增持
BANF
BANCFIRST CORP
+$182.5K
4,724
+32%
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$181.9K
12,871
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$181.2K
39,894
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$177.6K
14,430
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$177.6K
5,765
-21%
增持
EFG
ISHARES TR
+$177.2K
3,961
+63%
减持
QUAL
ISHARES TR
-$173.4K
3,209
-27%
减持
EMXC
ISHARES INC
-$169.7K
3,771
-44%
减持
WELL
WELLTOWER INC
+$167.2K
8,907
-5%
增持
IVW
ISHARES TR
+$165.2K
6,691
+30%
增持
BDN
BRANDYWINE RLTY TR
+$163.4K
79,567
+32%
增持
MTH
MERITAGE HOMES CORP
+$162.0K
1,966
+32%
建仓
DAKT
DAKTRONICS INC
+$161.7K
12,526
减持
XLE
SELECT SECTOR SPDR TR
-$161.2K
4,566
-26%
增持
CBU
COMMUNITY FINANCIAL SYSTEM I
+$161.0K
7,208
+32%
增持
GBCI
GLACIER BANCORP INC NEW
+$160.1K
9,206
+32%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$159.3K
10,322
+49%
增持
VLY
VALLEY NATL BANCORP
+$157.6K
40,167
+36%
减持
T
AT&T INC
+$157.3K
64,507
-2%
增持
KBH
KB HOME
+$155.8K
4,831
+31%
增持
—
TRI POINTE HOMES INC
+$154.7K
9,028
+32%
增持
JNJ
JOHNSON & JOHNSON
+$153.3K
4,707
+13%
增持
TMHC
TAYLOR MORRISON HOME CORP
+$152.0K
5,411
+31%
增持
UNF
UNIFIRST CORP MASS
+$151.7K
2,241
+31%
增持
WLY
WILEY JOHN & SONS INC
+$150.9K
8,683
+32%
增持
AROW
ARROW FINL CORP
+$150.5K
16,877
+32%
增持
SPGI
S&P GLOBAL INC
+$150.3K
842
+32%
建仓
DAN
DANA INC
+$150.1K
14,215
建仓
OABI
OMNIAB INC
+$148.5K
35,095
增持
TMP
TOMPKINS FINL CORP
+$144.4K
6,952
+32%