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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 58
减持 61
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
CLX
CLOROX CO DEL
+$9.5M
91,701
建仓
—
AMCOR PLC
+$8.9M
224,918
建仓
BBY
BEST BUY INC
+$8.9M
138,798
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。
清仓
—
AMCOR PLC
-$8.9M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$8.4M
0
-100%
清仓
DVY
ISHARES TR
-$6.8M
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$6.2M
18,901
减持
WMB
WILLIAMS COS INC
-$5.0M
7,160
-92%
建仓
—
GENPACT LIMITED
+$4.6M
122,302
增持
KNTK
KINETIK HOLDINGS INC
+$3.7M
244,919
+9%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$3.3M
367,060
+74%
增持
VICI
VICI PPTYS INC
+$2.6M
366,203
+39%
增持
PAGP
PLAINS GP HLDGS L P
+$2.5M
311,398
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
+$2.3M
272,309
-2%
增持
—
FLEX LNG LTD
+$2.1M
372,054
+4%
减持
—
TOTALENERGIES SE
+$1.9M
80,569
-3%
减持
MSFT
MICROSOFT CORP
-$1.8M
14,301
-3%
增持
HTGC
HERCULES CAPITAL INC
-$1.8M
617,833
+6%
增持
PFE
PFIZER INC
+$1.7M
414,018
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.7M
215,812
+6%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$1.6M
181,615
+33%
增持
MRP
MILLROSE PPTYS INC
+$1.6M
292,689
+32%
增持
ET
ENERGY TRANSFER L P
+$1.5M
397,266
+7%
增持
DOCU
DOCUSIGN INC
-$1.5M
90,783
+7%
增持
FISV
FISERV INC
+$1.5M
50,433
+158%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
-$1.4M
483,937
+2%
减持
TRIP
TRIPADVISOR INC
-$1.3M
321,639
-1%
减持
FCX
FREEPORT MCMORAN INC
-$1.2M
110,438
-27%
增持
MPLX
MPLX LP
+$1.2M
154,975
+9%
增持
SHEL
SHELL PLC
+$1.2M
61,041
+0%
清仓
JBLU
JETBLUE AWYS CORP
-$1.2M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
230,039
-3%
增持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$1.1M
48,559
+26%
减持
—
LYONDELLBASELL INDUSTRIES NV
-$1.0M
70,009
-54%
减持
—
CLEARWAY ENERGY INC
+$1.0M
309,079
-12%
增持
—
EXXON MOBIL CORP
+$984.0K
19,182
+2%
增持
O
REALTY INCOME CORP
+$923.2K
191,179
+0%
增持
WHR
WHIRLPOOL CORP
-$916.5K
84,786
+11%
增持
HMC
HONDA MOTOR CO LTD
-$852.3K
189,080
+2%
减持
SWK
STANLEY BLACK & DECKER INC
-$848.3K
144,063
-3%
增持
HESM
HESS MIDSTREAM LP
+$845.2K
46,685
+66%
减持
CCI
CROWN CASTLE INC
-$812.4K
25,933
-21%
增持
DIS
DISNEY WALT CO
-$791.7K
53,164
+2%
增持
JNJ
JOHNSON & JOHNSON
+$753.6K
16,207
+5%
减持
KMI
KINDER MORGAN INC DEL
+$736.6K
192,349
-7%
减持
AAPL
APPLE INC
-$730.4K
24,780
-4%
减持
RIO
RIO TINTO PLC
+$706.6K
71,018
-4%
增持
AXP
AMERICAN EXPRESS CO
-$704.6K
17,863
+8%
增持
NGG
NATIONAL GRID PLC
+$691.6K
67,222
+4%
减持
ENB
ENBRIDGE INC
+$665.8K
142,793
-3%
减持
MTRN
MATERION CORP
+$649.9K
36,940
-2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$612.5K
1,745
-32%
减持
—
EATON CORP PLC
-$590.3K
1,730
-54%
减持
SCHW
SCHWAB CHARLES CORP
-$590.2K
74,348
-2%
增持
GLP
GLOBAL PARTNERS LP
+$575.4K
61,364
+28%
增持
UBER
UBER TECHNOLOGIES INC
-$564.1K
79,795
+3%
减持
—
APTIV PLC
-$552.4K
76,655
-1%
减持
KB
KB FINL GROUP INC
+$547.7K
59,946
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$524.1K
8,368
+5%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$507.7K
39,014
+16%
减持
LAMR
LAMAR ADVERTISING CO
-$494.5K
78,556
-5%
增持
VO
VANGUARD INDEX FDS
+$482.7K
24,983
+8%
增持
KMB
KIMBERLY-CLARK CORP
+$470.6K
82,036
+11%
减持
TER
TERADYNE INC
-$468.3K
14,270
-41%
减持
GSK
GSK PLC
+$467.0K
121,175
-4%
增持
META
META PLATFORMS INC
-$459.6K
9,703
+7%
建仓
NEM
NEWMONT CORP
+$457.9K
4,230
减持
GOOG
ALPHABET INC
-$450.5K
13,448
-2%
减持
BX
BLACKSTONE INC
-$432.6K
5,040
-23%
清仓
NSA
NATIONAL STORAGE AFFILIATES
-$416.8K
0
-100%
减持
IVV
ISHARES TR
-$416.1K
1,112
-33%
减持
LOW
LOWES COS INC
-$414.9K
1,511
-53%
减持
NOC
NORTHROP GRUMMAN CORP
+$403.7K
5,741
-7%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$400.2K
1,025
减持
AVGO
BROADCOM INC
-$388.6K
4,144
-14%
增持
UL
UNILEVER PLC
-$378.5K
69,055
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$371.0K
5,170
-6%
减持
PSTL
POSTAL REALTY TRUST INC
+$363.9K
526,695
-10%
减持
BXP
BXP INC
-$360.2K
9,694
-24%
减持
VB
VANGUARD INDEX FDS
-$331.5K
28,450
-6%
增持
WLKP
WESTLAKE CHEM PARTNERS LP
+$321.9K
87,202
+3%
减持
XPO
XPO INC
+$318.8K
33,784
-27%
增持
CARR
CARRIER GLOBAL CORPORATION
+$315.3K
59,292
+4%
减持
JPM
JPMORGAN CHASE & CO
-$308.3K
7,744
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$301.8K
37,689
+17%
清仓
ORCL
ORACLE CORP
-$299.0K
0
-100%
增持
—
EVEREST GROUP LTD
+$298.3K
8,745
+16%
增持
NVDA
NVIDIA CORPORATION
-$296.1K
26,725
+1%
清仓
—
ASTRAZENECA PLC
-$290.3K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$290.3K
650
清仓
PANW
PALO ALTO NETWORKS INC
-$288.5K
0
-100%
增持
IX
ORIX CORP
+$267.7K
203,157
+2%
减持
AMZN
AMAZON COM INC
-$265.6K
11,358
-0%
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$264.2K
107,089
-0%
减持
GOOGL
ALPHABET INC
-$259.8K
8,822
-1%
增持
GLD
SPDR GOLD TR
+$248.3K
1,325
+63%
减持
ABT
ABBOTT LABORATORIES
-$248.3K
9,850
-2%
建仓
FSLR
FIRST SOLAR INC
+$246.6K
1,250
减持
CSCO
CISCO SYS INC
-$246.3K
98,065
-4%
减持
SYY
SYSCO CORP
-$238.0K
66,538
-2%
清仓
AMT
AMERICAN TOWER CORP NEW
-$235.8K
0
-100%
清仓
VST
VISTRA CORP
-$233.9K
0
-100%
增持
LLY
ELI LILLY & CO
-$229.9K
1,588
+1%
清仓
T
AT&T INC
-$229.5K
0
-100%
清仓
ECL
ECOLAB INC
-$224.5K
0
-100%
清仓
NKE
NIKE INC
-$223.0K
0
-100%
减持
V
VISA INC
-$222.3K
1,900
-16%
增持
DE
DEERE & CO
+$221.5K
2,262
+0%
增持
—
BROOKFIELD INFRASTRUCTURE PA
+$211.9K
11,944
+89%
清仓
VOT
VANGUARD INDEX FDS
-$208.5K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$206.6K
0
-100%
建仓
—
CHUBB LTD SWITZ
+$206.3K
633
建仓
AMAT
APPLIED MATLS INC
+$205.1K
600
清仓
—
ACCENTURE PLC IRELAND
-$201.2K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$200.9K
889
建仓
COP
CONOCOPHILLIPS
+$200.4K
1,518
增持
—
MEDTRONIC PLC
-$191.4K
49,796
+6%
减持
GXO
GXO LOGISTICS INCORPORATED
-$187.2K
102,735
-2%
增持
REGN
REGENERON PHARMACEUTICALS
+$181.5K
6,200
+4%
增持
CAT
CATERPILLAR INC
+$176.0K
1,243
+1%
增持
BAC
BANK AMERICA CORP
-$173.4K
28,365
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$173.3K
35,632
+5%
减持
IWR
ISHARES TR
-$172.9K
20,481
-9%
减持
VTR
VENTAS INC
-$169.1K
92,073
-7%
建仓
RITM
RITHM CAPITAL CORP
+$167.1K
17,625
增持
CVX
CHEVRON CORPORATION
+$166.0K
2,990
+1%
增持
COLB
COLUMBIA BKG SYS INC
-$162.0K
319,842
+0%
减持
D
DOMINION ENERGY INC
+$156.4K
167,093
-4%
减持
WMT
WALMART INC
+$155.9K
13,199
-1%
增持
WU
WESTERN UN CO
+$153.2K
799,012
+9%
减持
MAA
MID-AMER APT CMNTYS INC
-$149.2K
4,502
-11%
减持
AMH
AMERICAN HOMES 4 RENT
-$145.9K
17,000
-12%
增持
ABBV
ABBVIE INC
-$129.9K
14,404
+1%
减持
TJX
TJX COS INC NEW
-$129.5K
1,543
-37%
减持
DHR
DANAHER CORP DEL
-$129.4K
3,174
-1%
减持
MRK
MERCK & CO INC
+$124.2K
10,857
-3%
增持
URI
UNITED RENTALS INC
+$115.4K
5,295
+15%
减持
LMT
LOCKHEED MARTIN CORP
+$114.3K
1,047
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$102.9K
4,447
-12%
减持
VGT
VANGUARD WORLD FD
-$102.8K
1,000
-6%
减持
COST
COSTCO WHOLESALE CORPORATION
+$99.9K
751
-0%
减持
DLR
DIGITAL RLTY TR INC
+$99.4K
5,538
-5%
减持
ADC
AGREE RLTY CORP
-$93.5K
9,165
-16%
增持
GDX
VANECK ETF TRUST
+$83.8K
3,250
+30%
增持
MO
ALTRIA GROUP INC
+$80.6K
6,754
+7%
减持
SMFG
SUMITOMO MITSUI FIN GRP INC
-$74.0K
206,809
-4%
增持
UPS
UNITED PARCEL SVCS INC
+$69.0K
94,279
+2%
减持
AIN
ALBANY INTL CORP
-$67.4K
15,498
-10%
建仓
BGS
B & G FOODS INC
+$66.7K
13,875
增持
CAG
CONAGRA BRANDS INC
-$66.4K
468,448
+9%
