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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 33
增持 93
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$6.2M
18,183
+471%
减持
IGSB
ISHARES TR
-$5.0M
4,322
-96%
减持
SHYG
ISHARES TR
-$3.1M
790,269
-7%
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
VBR
VANGUARD INDEX FDS
-$2.7M
89,366
-12%
减持
AVUV
AMERICAN CENTY ETF TR
-$2.6M
158,817
-15%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$2.5M
162,579
-15%
减持
ISCG
ISHARES TR
-$1.7M
281,596
-12%
减持
VBK
VANGUARD INDEX FDS
-$1.5M
51,546
-14%
减持
DGRO
ISHARES TR
-$1.5M
179,983
-10%
建仓
VOO
VANGUARD INDEX FDS
+$1.3M
2,471
减持
VTV
VANGUARD INDEX FDS
-$1.3M
76,589
-6%
增持
TSLA
TESLA INC
+$1.1M
6,889
+4%
增持
MSFT
MICROSOFT CORP
+$879.1K
7,928
+39%
增持
AMZN
AMAZON COM INC
+$877.0K
21,043
+5%
增持
BALT
INNOVATOR ETFS TRUST
+$803.8K
38,631
+191%
减持
IUSG
ISHARES TR
+$796.3K
137,751
-1%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$760.1K
507,517
+5%
建仓
SCHM
SCHWAB STRATEGIC TR
+$751.0K
27,103
增持
IEFA
ISHARES TR
+$737.3K
319,085
+15%
增持
IWN
ISHARES TR
+$718.0K
9,770
+84%
增持
HDV
ISHARES TR
+$712.0K
75,880
+14%
增持
AAPL
APPLE INC
+$682.8K
21,187
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$617.5K
9,010
+23%
增持
XLK
SELECT SECTOR SPDR TR
+$602.0K
21,119
+11%
增持
IVV
ISHARES TR
+$601.0K
7,296
+14%
建仓
SPHY
SPDR SER TR
+$582.5K
24,819
增持
IUSB
ISHARES TR
+$568.7K
17,550
+268%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$555.4K
14,441
+0%
增持
IEMG
ISHARES INC
-$538.8K
420,613
+7%
减持
D
DOMINION ENERGY INC
-$537.8K
6,625
-57%
增持
NVDA
NVIDIA CORPORATION
+$516.8K
31,211
+3%
增持
LQD
ISHARES TR
-$506.7K
400,506
+5%
建仓
SCHX
SCHWAB STRATEGIC TR
+$484.4K
20,896
建仓
ITOT
ISHARES TR
+$483.4K
3,758
建仓
TLT
ISHARES TR
+$446.1K
5,108
增持
SCHA
SCHWAB STRATEGIC TR
+$431.3K
29,943
+350%
减持
IUSV
ISHARES TR
-$402.8K
113,127
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$395.9K
217,867
+4%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$394.9K
119,575
+5%
建仓
SCHF
SCHWAB STRATEGIC TR
+$382.7K
20,688
增持
GOOGL
ALPHABET INC
+$370.6K
4,446
+57%
建仓
AXP
AMERICAN EXPRESS CO
+$365.0K
1,230
增持
META
META PLATFORMS INC
+$363.9K
2,681
+27%
建仓
LMND
LEMONADE INC
+$352.5K
9,610
增持
PFE
PFIZER INC
+$348.6K
46,349
+52%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$323.5K
4,031
建仓
IWD
ISHARES TR
+$314.8K
1,700
建仓
—
PATTERSON COS INC
+$311.0K
10,078
减持
MMM
3M CO
-$310.9K
14,519
-9%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$305.8K
6,395
清仓
FAST
FASTENAL CO
-$305.8K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$293.2K
10,398
+24%
建仓
APOC
INNOVATOR ETFS TRUST
+$288.7K
11,338
清仓
REGN
REGENERON PHARMACEUTICALS
-$276.5K
0
-100%
建仓
RKLB
ROCKET LAB USA INC
+$271.8K
10,672
建仓
LMT
LOCKHEED MARTIN CORP
+$268.1K
552
建仓
WTFC
WINTRUST FINL CORP
+$264.8K
2,123
建仓
BND
VANGUARD BD INDEX FDS
+$263.8K
3,669
建仓
SAP
SAP SE
+$260.0K
1,056
建仓
V
VISA INC
+$257.6K
815
增持
MRK
MERCK & CO INC
+$251.8K
10,339
+51%
建仓
NOVM
FIRST TR EXCHNG TRADED FD VI
+$249.9K
8,178
增持
FDVV
FIDELITY COVINGTON TRUST
+$245.4K
121,090
+6%
建仓
IWR
ISHARES TR
+$239.6K
2,711
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$234.1K
4,896
建仓
CRC
CALIFORNIA RES CORP
+$233.8K
4,506
建仓
CEG
CONSTELLATION ENERGY CORP
+$233.0K
1,041
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$231.6K
677
建仓
HP
HELMERICH & PAYNE INC
+$231.1K
7,217
增持
CVX
CHEVRON CORP NEW
+$230.7K
10,685
+19%
建仓
TROW
PRICE T ROWE GROUP INC
+$230.7K
2,040
增持
VTI
VANGUARD INDEX FDS
+$229.9K
2,539
+42%
建仓
BE
BLOOM ENERGY CORP
+$228.8K
10,300
建仓
BEAM
BEAM THERAPEUTICS INC
+$228.6K
9,220
增持
MRVL
MARVELL TECHNOLOGY INC
+$224.9K
5,012
+10%
清仓
SWK
STANLEY BLACK & DECKER INC
-$223.2K
0
-100%
增持
BAC
BANK AMERICA CORP
+$222.6K
11,733
+59%
增持
XLY
SELECT SECTOR SPDR TR
+$221.6K
6,137
+6%
清仓
NVO
NOVO-NORDISK A S
-$221.2K
0
-100%
增持
—
BARRICK GOLD CORP
-$218.6K
50,030
+0%
清仓
ANIK
ANIKA THERAPEUTICS INC
-$217.6K
0
-100%
增持
JOBY
JOBY AVIATION INC
+$217.1K
66,800
+3%
增持
CRM
SALESFORCE INC
+$216.9K
1,573
+39%
建仓
BLK
BLACKROCK INC
+$210.1K
205
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$209.8K
4,706
清仓
—
HAYNES INTL INC
-$209.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$207.2K
36,473
+6%
清仓
SOLV
SOLVENTUM CORP
-$206.9K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$206.4K
942
+67%
增持
UPS
UNITED PARCEL SERVICE INC
+$202.2K
6,956
+41%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$201.9K
4,627
清仓
—
ASML HOLDING N V
-$200.8K
0
-100%
增持
NIO
NIO INC
-$199.8K
89,000
+1%
增持
SHEL
SHELL PLC
+$195.9K
13,309
+38%
增持
EFV
ISHARES TR
+$191.2K
12,880
+53%
增持
JUNM
FIRST TR EXCHNG TRADED FD VI
+$186.3K
80,390
+7%
减持
WFC
WELLS FARGO CO NEW
+$181.2K
13,220
-0%
增持
TGT
TARGET CORP
+$179.9K
6,375
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.6K
2,750
+19%
增持
SGOV
ISHARES TR
+$173.1K
19,868
+10%
增持
MLI
MUELLER INDS INC
+$171.5K
10,030
+19%
增持
PEP
PEPSICO INC
+$168.0K
5,735
+39%
增持
KMI
KINDER MORGAN INC DEL
+$165.5K
25,869
+5%
增持
IYW
ISHARES TR
+$165.3K
2,373
+69%
增持
UGI
UGI CORP NEW
+$164.6K
28,728
+11%
增持
MTN
VAIL RESORTS INC
+$162.5K
4,168
+17%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$161.8K
193,866
+4%
增持
NFLX
NETFLIX INC
+$160.9K
685
+8%
增持
IVW
ISHARES TR
+$159.1K
7,877
+18%
增持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$158.5K
47,883
+7%
增持
BANF
BANCFIRST CORP
+$156.1K
5,575
+18%
增持
TMP
TOMPKINS FINL CORP
+$154.6K
8,201
+18%
增持
—
LYONDELLBASELL INDUSTRIES N
+$154.0K
10,513
+61%
增持
CVSA
ADTALEM GLOBAL ED INC
+$151.8K
5,589
+19%
增持
CSCO
CISCO SYS INC
+$150.7K
9,334
+24%
增持
F
FORD MTR CO
+$148.4K
100,642
+25%
增持
AGG
ISHARES TR
+$146.2K
4,738
+53%
增持
MA
MASTERCARD INCORPORATED
+$142.8K
1,411
+16%
增持
SON
SONOCO PRODS CO
+$142.4K
15,972
+37%
减持
AVLV
AMERICAN CENTY ETF TR
-$141.3K
182,245
-3%
增持
AVO
MISSION PRODUCE INC
+$139.1K
38,737
+19%
增持
UMBF
UMB FINL CORP
+$135.8K
5,769
+18%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$134.8K
6,295
-29%
增持
QUAL
ISHARES TR
+$134.5K
3,986
+24%
增持
GATX
GATX CORP
+$131.5K
3,025
+19%
增持
KKR
KKR & CO INC
+$131.4K
2,847
+28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$130.7K
2,271
+24%
增持
—
DISCOVER FINL SVCS
+$130.6K
2,447
+17%
增持
GBCI
GLACIER BANCORP INC NEW
+$129.5K
10,955
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$129.1K
2,395
+8%
增持
EFG
ISHARES TR
+$125.7K
5,702
+44%
增持
XLE
SELECT SECTOR SPDR TR
+$124.6K
6,134
+34%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$123.8K
4,755
+25%
增持
DYNF
BLACKROCK ETF TRUST
+$123.6K
11,480
+22%
增持
SANM
SANMINA CORPORATION
+$122.5K
6,835
+19%
增持
XLC
SELECT SECTOR SPDR TR
+$121.7K
12,159
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$120.9K
2,715
+54%
增持
PRK
PARK NATL CORP
+$116.7K
3,983
+18%
增持
FOCT
FIRST TR EXCHNG TRADED FD VI
+$116.7K
11,352
+31%
增持
MS
MORGAN STANLEY
+$115.3K
3,182
+17%
增持
LUMN
LUMEN TECHNOLOGIES INC
-$113.8K
134,476
+15%
增持
SJM
SMUCKER J M CO
+$111.7K
7,049
+28%
增持
—
BEACON ROOFING SUPPLY INC
+$110.0K
3,873
+18%
增持
GTN
GRAY TELEVISION INC
-$109.2K
54,118
+4%
增持
T
AT&T INC
+$108.0K
67,069
+4%
增持
NPO
ENPRO INC
+$107.1K
3,049
+18%
增持
BSX
BOSTON SCIENTIFIC CORP
+$105.8K
6,985
+13%
增持
CBU
COMMUNITY FINANCIAL SYSTEM I
+$105.5K
8,496
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.0K
37,925
+21%
增持
SQ
BLOCK INC
+$104.4K
5,389
+2%
