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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 81
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
KMB
KIMBERLY-CLARK CORP
+$9.9M
79,790
清仓
DEA
EASTERLY GOVT PPTYS INC
-$9.1M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$8.3M
118,996
+1048%
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
MRP
MILLROSE PPTYS INC
+$7.9M
235,475
清仓
—
STAR BULK CARRIERS CORP.
-$6.7M
0
-100%
增持
—
FLEX LNG LTD
+$2.7M
381,427
+21%
减持
WHR
WHIRLPOOL CORP
-$2.0M
81,188
-2%
减持
OGN
ORGANON & CO
-$1.7M
25,935
-87%
增持
AAPL
APPLE INC
+$1.7M
23,136
+13%
增持
COLB
COLUMBIA BKG SYS INC
+$1.6M
322,787
+12%
增持
—
APTIV PLC
+$1.5M
77,237
+2%
增持
MTRN
MATERION CORP
+$1.5M
34,903
+2%
增持
—
LYONDELLBASELL INDUSTRIES N
-$1.5M
167,770
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
90,903
+2%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.4M
150,129
+4%
增持
TER
TERADYNE INC
+$1.3M
26,188
+2%
减持
—
CLEARWAY ENERGY INC
-$1.3M
369,134
-0%
增持
TRIP
TRIPADVISOR INC
+$1.2M
325,470
+3%
减持
CCI
CROWN CASTLE INC
-$1.2M
42,675
-17%
增持
GOOG
ALPHABET INC
+$1.0M
14,446
+2%
清仓
PKX
POSCO HOLDINGS INC
-$1.0M
0
-100%
清仓
SPSM
SPDR SERIES TRUST
-$1.0M
0
-100%
减持
WPP
WPP PLC NEW
-$962.3K
89,643
-2%
增持
VTR
VENTAS INC
+$921.5K
99,855
+4%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$895.6K
82,005
-9%
增持
NVDA
NVIDIA CORPORATION
+$895.1K
27,304
+3%
增持
WLKP
WESTLAKE CHEM PARTNERS LP
+$787.8K
77,442
+104%
增持
GSK
GSK PLC
+$757.2K
123,308
+4%
增持
ENB
ENBRIDGE INC
+$755.1K
139,016
+1%
增持
ABBV
ABBVIE INC
+$744.7K
13,848
+4%
减持
VO
VANGUARD INDEX FDS
-$735.0K
23,028
-14%
增持
IX
ORIX CORP
+$715.2K
196,944
+0%
增持
PFE
PFIZER INC
+$705.2K
410,188
+2%
增持
KMX
CARMAX INC
-$691.4K
37,643
+6%
增持
CAG
CONAGRA BRANDS INC
+$686.5K
458,919
+22%
建仓
HESM
HESS MIDSTREAM LP
+$686.2K
19,860
增持
AIN
ALBANY INTL CORP
-$668.3K
46,897
+4%
减持
NOC
NORTHROP GRUMMAN CORP
+$667.5K
6,196
-0%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$648.8K
37,629
+64%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$637.5K
7,106
+3%
增持
HTGC
HERCULES CAPITAL INC
+$617.9K
584,051
+2%
增持
O
REALTY INCOME CORP
+$616.7K
191,456
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$614.3K
55,999
+4%
减持
DVN
DEVON ENERGY CORP NEW
+$613.7K
237,271
-2%
增持
—
EXXON MOBIL CORP
+$578.3K
18,136
+33%
减持
D
DOMINION ENERGY INC
+$571.2K
169,108
-2%
清仓
—
AON PLC
-$563.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$541.3K
8,530
-2%
减持
PSTL
POSTAL REALTY TRUST INC
+$541.0K
595,856
-0%
增持
MPLX
MPLX LP
+$539.4K
140,321
+12%
增持
—
ARDAGH METAL PACKAGING S A
-$510.4K
2,014,500
+1%
减持
RIO
RIO TINTO PLC
+$508.9K
70,702
-1%
增持
SYY
SYSCO CORP
+$508.8K
67,161
+1%
减持
JNJ
JOHNSON & JOHNSON
+$496.7K
15,270
-0%
增持
GXO
GXO LOGISTICS INCORPORATED
+$489.7K
100,900
+1%
增持
HMC
HONDA MOTOR LTD
+$468.7K
182,578
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$465.0K
71,309
+3%
增持
RHP
RYMAN HOSPITALITY PPTYS INC
-$446.5K
110,193
+5%
减持
VOO
VANGUARD INDEX FDS
-$415.2K
758
-51%
增持
FISV
FISERV INC
+$399.0K
47,761
+43%
建仓
IDXX
IDEXX LABS INC
+$394.8K
618
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$393.9K
127,325
+31%
清仓
FSLR
FIRST SOLAR INC
-$389.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
+$385.2K
33,129
-2%
增持
DOCU
DOCUSIGN INC
-$384.8K
85,812
+2%
减持
—
TOTALENERGIES SE
-$380.3K
79,259
-5%
增持
—
MEDTRONIC PLC
+$371.0K
43,203
+1%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$364.2K
0
-100%
减持
WMB
WILLIAMS COS INC
-$355.6K
89,689
-7%
增持
XPO
XPO INC
+$347.9K
41,110
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$340.5K
72,315
+0%
增持
MSTR
STRATEGY INC
-$338.4K
4,978
+4%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$330.8K
31,488
+4%
减持
ETD
ETHAN ALLEN INTERIORS INC
+$327.8K
221,649
-0%
增持
WU
WESTERN UN CO
-$324.5K
772,454
+0%
增持
ET
ENERGY TRANSFER L P
-$323.6K
374,470
+1%
增持
AXP
AMERICAN EXPRESS CO
+$320.3K
16,602
+2%
减持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$305.0K
222,464
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$288.3K
33,920
+7%
增持
VICI
VICI PPTYS INC
+$276.6K
273,087
+3%
减持
META
META PLATFORMS INC
-$275.0K
9,475
-3%
增持
REGN
REGENERON PHARMACEUTICALS
+$261.4K
5,521
+2%
增持
FCX
FREEPORT-MCMORAN INC
-$256.3K
148,304
+6%
减持
MSFT
MICROSOFT CORP
+$242.4K
14,235
-1%
清仓
EDV
VANGUARD WORLD FD
-$242.3K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$237.9K
0
-100%
增持
BX
BLACKSTONE INC
+$236.3K
6,389
+12%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
-$234.4K
474,321
+2%
增持
DIS
DISNEY WALT CO
-$233.4K
50,949
+4%
清仓
CL
COLGATE PALMOLIVE CO
-$222.4K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$221.8K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$221.8K
2,750
清仓
DGRW
WISDOMTREE TR
-$219.6K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
-$217.9K
211,534
+0%
建仓
AMAT
APPLIED MATLS INC
+$215.8K
1,054
建仓
GDX
VANECK ETF TRUST
+$210.1K
2,750
清仓
INTU
INTUIT
-$208.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$204.4K
270,880
-3%
建仓
VBK
VANGUARD INDEX FDS
+$203.6K
684
建仓
IWF
ISHARES TR
+$201.4K
430
减持
IJR
ISHARES TR
-$198.0K
5,075
-31%
建仓
LAND
GLADSTONE LD CORP
+$183.2K
20,000
增持
GLP
GLOBAL PARTNERS LP
+$177.9K
43,592
+20%
减持
TLT
ISHARES TR
-$172.0K
4,000
-33%
减持
JBLU
JETBLUE AWYS CORP
+$169.7K
268,400
-1%
建仓
KIO
KKR INCOME OPPORTUNITIES FD
+$166.8K
13,235
增持
KNTK
KINETIK HOLDINGS INC
-$165.1K
247,618
+1%
增持
MCD
MCDONALDS CORP
+$162.9K
1,433
+54%
减持
JPM
JPMORGAN CHASE & CO.
+$158.6K
6,442
-0%
增持
—
EVEREST GROUP LTD
+$151.3K
7,534
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$151.1K
4,548
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$147.9K
32,426
-16%
建仓
BHK
BLACKROCK CORE BD TR
+$140.4K
14,125
增持
SPY
SPDR S&P 500 ETF TR
+$140.2K
2,572
+1%
减持
PG
PROCTER AND GAMBLE CO
-$134.6K
8,898
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$132.8K
205,393
+1%
增持
MAR
MARRIOTT INTL INC NEW
-$132.7K
19,014
+2%
增持
HD
HOME DEPOT INC
+$126.2K
2,702
+2%
增持
ORCL
ORACLE CORP
+$115.7K
1,795
+1%
减持
DE
DEERE & CO
-$113.7K
2,211
-0%
增持
CVX
CHEVRON CORP NEW
+$112.5K
2,880
+23%
增持
CAT
CATERPILLAR INC
+$111.9K
1,210
+1%
减持
AMH
AMERICAN HOMES 4 RENT
-$107.9K
19,330
-7%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$104.9K
2,764
-34%
增持
DUK
DUKE ENERGY CORP NEW
+$103.7K
2,645
+40%
增持
SHEL
SHELL PLC
+$103.2K
59,793
+1%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$101.7K
10,000
增持
—
UNILEVER PLC
-$101.6K
74,617
+1%
减持
URI
UNITED RENTALS INC
-$99.6K
4,764
-23%
清仓
BGS
B & G FOODS INC NEW
-$89.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$88.1K
97,438
+3%
减持
KB
KB FINL GROUP INC
-$88.1K
67,983
-2%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$86.7K
15,000
+30%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$86.7K
3,160
-17%
减持
ADC
AGREE RLTY CORP
-$85.2K
10,890
-7%
减持
MAA
MID-AMER APT CMNTYS INC
-$81.9K
5,032
-5%
减持
DLR
DIGITAL RLTY TR INC
-$80.6K
5,808
-7%
增持
AGNC
AGNC INVT CORP
+$73.5K
24,875
+34%
增持
GE
GE AEROSPACE
+$72.3K
1,191
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$71.2K
799
+0%
增持
AMZN
AMAZON COM INC
+$65.5K
10,569
+3%
减持
SPG
SIMON PPTY GROUP INC NEW
+$63.3K
5,161
-8%
减持
WMT
WALMART INC
+$63.2K
13,324
-1%
增持
NFLX
NETFLIX INC
-$60.8K
472
+1%
减持
KO
COCA COLA CO
-$60.4K
9,832
-2%
增持
AES
AES CORP
+$59.6K
19,100
+5%
增持
RITM
RITHM CAPITAL CORP
+$58.1K
16,500
+43%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$57.3K
12,787
+24%
增持
HYS
PIMCO ETF TR
+$50.9K
5,000
+11%
增持
MRK
MERCK & CO INC
+$50.5K
10,352
+0%
