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Gilman Hill Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gilman Hill Asset Management, LLC
报告期 2026-03-31 · CIK 0001551969
持仓数
225
前50大市值合计
$426.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 90
减持 31
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
EASTERLY GOVT PPTYS INC
-$10.4M
0
-100%
建仓
RHP
RYMAN HOSPITALITY PPTYS INC
+$10.3M
104,578
建仓
—
LYONDELLBASELL INDUSTRIES N
+$9.7M
167,358
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
DEA
EASTERLY GOVT PPTYS INC
+$9.1M
408,690
建仓
VICI
VICI PPTYS INC
+$8.6M
264,685
清仓
DOW
DOW INC
-$8.3M
0
-100%
减持
OGN
ORGANON & CO
-$7.7M
203,681
-69%
清仓
CODI
COMPASS DIVERSIFIED
-$7.1M
0
-100%
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$6.2M
222,691
减持
CCI
CROWN CASTLE INC
-$3.7M
51,290
-40%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.8M
231,765
+5%
增持
—
ARDAGH METAL PACKAGING S A
+$2.6M
1,997,263
+2%
增持
VOE
VANGUARD INDEX FDS
+$2.3M
21,233
+183%
增持
KB
KB FINL GROUP INC
+$2.0M
69,313
+0%
增持
META
META PLATFORMS INC
+$2.0M
9,800
+7%
增持
GSK
GSK PLC
+$1.9M
118,875
+70%
增持
NGG
NATIONAL GRID PLC
+$1.9M
63,668
+45%
增持
MSFT
MICROSOFT CORP
+$1.8M
14,335
+2%
增持
CAG
CONAGRA BRANDS INC
-$1.8M
376,956
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
279,861
-8%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
26,579
+9%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
72,285
+0%
增持
KNTK
KINETIK HOLDINGS INC
-$1.5M
244,003
+4%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.4M
144,299
+33%
增持
CSCO
CISCO SYS INC
+$1.4M
94,821
+12%
增持
WU
WESTERN UN CO
-$1.3M
771,550
+4%
增持
FISV
FISERV INC
-$1.2M
33,402
+5%
减持
DIS
DISNEY WALT CO
+$1.2M
48,924
-1%
清仓
TXN
TEXAS INSTRS INC
-$1.1M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.1M
26,799
+8%
增持
DVN
DEVON ENERGY CORP NEW
-$1.1M
242,221
+3%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$1.1M
465,241
+4%
增持
WHR
WHIRLPOOL CORP
+$1.1M
82,629
+2%
增持
GXO
GXO LOGISTICS INCORPORATED
+$1.0M
99,525
+1%
增持
VB
VANGUARD INDEX FDS
+$942.8K
33,922
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$929.6K
69,519
+1%
增持
URI
UNITED RENTALS INC
+$880.7K
6,169
+3%
增持
FCX
FREEPORT-MCMORAN INC
+$836.4K
140,088
+1%
增持
XPO
XPO INC
+$836.4K
39,325
+2%
增持
AXP
AMERICAN EXPRESS CO
+$829.5K
16,284
+0%
增持
—
APTIV PLC
+$788.9K
75,687
+3%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$783.4K
613,570
+2%
增持
—
CLEARWAY ENERGY INC
+$715.4K
370,505
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$709.0K
18,611
+1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$685.7K
90,101
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$684.9K
202,833
-1%
减持
—
STAR BULK CARRIERS CORP.
+$634.7K
388,847
-0%
减持
—
FLEX LNG LTD
-$583.7K
314,288
-4%
减持
PAGP
PLAINS GP HLDGS L P
-$581.7K
281,144
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$576.1K
6,928
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$554.7K
54,070
+1%
减持
VTR
VENTAS INC
-$554.0K
96,078
-0%
增持
AVGO
BROADCOM INC
+$530.2K
4,171
+13%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$525.0K
30,378
+4%
增持
REGN
REGENERON PHARMACEUTICALS
-$520.4K
5,415
+2%
增持
KMI
KINDER MORGAN INC DEL
+$512.7K
211,103
+6%
增持
PSTL
POSTAL REALTY TRUST INC
+$508.2K
597,963
+3%
增持
HTGC
HERCULES CAPITAL INC
-$497.7K
570,379
+0%
增持
ENB
ENBRIDGE INC
+$497.0K
138,299
+6%
增持
VOO
VANGUARD INDEX FDS
+$489.8K
1,548
+104%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$460.1K
14,708
清仓
—
SANDY SPRING BANCORP INC
-$456.8K
0
-100%
减持
ABBV
ABBVIE INC
-$455.8K
13,262
-5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$435.6K
5,052
+11%
增持
O
REALTY INCOME CORP
+$407.0K
191,320
+5%
增持
WMB
WILLIAMS COS INC
+$390.1K
96,122
+2%
建仓
ORCL
ORACLE CORP
+$389.2K
1,780
减持
JNJ
JOHNSON & JOHNSON
-$389.1K
15,284
-7%
增持
GOOG
ALPHABET INC
+$374.3K
14,101
+4%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$364.2K
6,388
增持
HMC
HONDA MOTOR LTD
+$354.1K
178,798
+1%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$353.0K
4,161
增持
AAPL
APPLE INC
+$350.4K
20,523
+18%
增持
PFE
PFIZER INC
-$349.5K
402,079
+1%
减持
WPP
WPP PLC NEW
-$342.9K
91,628
-2%
增持
IX
ORIX CORP
+$335.3K
196,669
+0%
增持
—
EATON CORP PLC
+$334.4K
3,544
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$332.8K
5,355
+7%
增持
KMX
CARMAX INC
-$329.5K
35,418
+2%
增持
VGT
VANGUARD WORLD FD
+$326.2K
1,146
+43%
增持
NFLX
NETFLIX INC
+$324.6K
468
+44%
建仓
ECL
ECOLAB INC
+$304.5K
1,130
增持
TRIP
TRIPADVISOR INC
-$297.2K
315,905
+1%
增持
DOCU
DOCUSIGN INC
-$293.2K
84,362
+0%
增持
WMT
WALMART INC
+$290.2K
13,398
+15%
建仓
APO
APOLLO GLOBAL MGMT INC
+$283.7K
2,000
减持
TLT
ISHARES TR
-$278.4K
6,000
-32%
增持
TER
TERADYNE INC
+$244.0K
25,648
+3%
减持
AMZN
AMAZON COM INC
+$241.4K
10,279
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$240.3K
1,996
+6%
增持
GLP
GLOBAL PARTNERS LP
+$235.1K
36,307
+15%
减持
ET
ENERGY TRANSFER L P
-$234.1K
372,285
-1%
清仓
COP
CONOCOPHILLIPS
-$230.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$228.7K
2,165
建仓
KLAC
KLA CORP
+$223.9K
250
增持
UPS
UNITED PARCEL SERVICE INC
+$223.5K
88,941
+12%
建仓
HON
HONEYWELL INTL INC
+$221.8K
953
建仓
GLW
CORNING INC
+$221.4K
4,209
建仓
—
ASTRAZENECA PLC
+$220.7K
3,158
建仓
DGRW
WISDOMTREE TR
+$219.6K
2,622
减持
MRK
MERCK & CO INC
-$219.5K
10,338
-11%
增持
IJR
ISHARES TR
+$218.5K
7,330
+32%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$216.4K
11,500
建仓
BND
VANGUARD BD INDEX FDS
+$210.4K
2,857
建仓
PANW
PALO ALTO NETWORKS INC
+$208.7K
1,020
建仓
INTU
INTUIT
+$208.7K
265
增持
D
DOMINION ENERGY INC
+$205.8K
172,915
+1%
减持
JBLU
JETBLUE AWYS CORP
-$204.2K
272,060
-3%
清仓
MORT
VANECK ETF TRUST
-$201.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$200.0K
6,462
-5%
增持
BAC
BANK AMERICA CORP
+$196.1K
33,765
+1%
减持
T
AT&T INC
-$189.5K
9,299
-43%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$189.0K
31,725
-1%
增持
COLB
COLUMBIA BKG SYS INC
-$177.7K
287,427
+4%
减持
DLR
DIGITAL RLTY TR INC
+$175.1K
6,222
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$163.5K
1,905
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$163.2K
2,546
+1%
增持
SHEL
SHELL PLC
-$162.8K
59,278
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$162.3K
798
+8%
增持
SYY
SYSCO CORP
+$161.7K
66,295
+2%
增持
HYS
PIMCO ETF TR
+$158.3K
4,500
+57%
减持
GOOGL
ALPHABET INC
+$151.4K
8,695
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$148.9K
38,511
-1%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$148.8K
23,009
+23%
增持
LAZ
LAZARD INC
+$141.7K
14,090
+14%
减持
MAA
MID-AMER APT CMNTYS INC
-$140.7K
5,304
-4%
增持
—
UNILEVER PLC
+$139.5K
73,972
+0%
增持
WLKP
WESTLAKE CHEM PARTNERS LP
+$134.7K
37,923
+25%
减持
BGS
B & G FOODS INC NEW
-$124.8K
21,250
-32%
减持
NOC
NORTHROP GRUMMAN CORP
-$119.8K
6,215
-1%
清仓
BHK
BLACKROCK CORE BD TR
-$108.5K
0
-100%
增持
BXP
BXP INC
+$107.6K
13,684
+13%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$106.4K
97,065
+16%
增持
COST
COSTCO WHSL CORP NEW
+$103.7K
657
+14%
增持
MPLX
MPLX LP
-$97.1K
125,600
+2%
增持
ABT
ABBOTT LABS
+$96.9K
10,004
+5%
增持
—
MEDTRONIC PLC
-$93.4K
42,948
+1%
增持
AIN
ALBANY INTL CORP
+$91.9K
45,172
+1%
增持
BX
BLACKSTONE INC
+$90.7K
5,718
+5%
减持
LOW
LOWES COS INC
-$90.6K
2,332
-11%
减持
NRG
NRG ENERGY INC
+$90.2K
1,825
-14%
减持
ADC
AGREE RLTY CORP
-$86.0K
11,755
-4%
增持
PG
PROCTER AND GAMBLE CO
-$78.7K
9,426
+2%
增持
—
TOTALENERGIES SE
-$72.7K
83,259
+4%
增持
AGNC
AGNC INVT CORP
+$69.4K
18,500
+76%
减持
AMH
AMERICAN HOMES 4 RENT
-$67.0K
20,810
-4%
减持
MCD
MCDONALDS CORP
-$65.7K
933
-14%
增持
EFV
ISHARES TR
+$63.8K
6,904
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$61.1K
1,988
+3%
增持
PEP
PEPSICO INC
-$61.0K
3,953
+2%
