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Gallacher Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gallacher Capital Management LLC
报告期 2026-03-31 · CIK 0001960749
持仓数
301
前50大市值合计
$135.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 50
增持 31
减持 23
清仓 46
方向
标的
Δ市值
现股数(环比)
减持
FLNA
CASSAVA SCIENCES INC
-$3.2M
587,919
-8%
减持
BND
VANGUARD BD INDEX FDS
-$1.9M
30,693
-48%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.0M
19,972
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。
-54%
减持
MUB
ISHARES TR
-$779.5K
9,684
-44%
增持
AAPL
APPLE INC
+$745.3K
16,110
+10%
建仓
AVGO
BROADCOM INC
+$726.9K
1,133
减持
AGG
ISHARES TR
-$687.8K
3,067
-70%
清仓
HYD
VANECK ETF TRUST
-$646.8K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$638.3K
4,572
清仓
EMR
EMERSON ELEC CO
-$632.0K
0
-100%
建仓
MYE
MYERS INDS INC
+$615.7K
28,729
清仓
TPR
TAPESTRY INC
-$596.6K
0
-100%
减持
BOND
PIMCO ETF TR
-$593.7K
11,519
-37%
清仓
PM
PHILIP MORRIS INTL INC
-$575.2K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$567.8K
3,480
建仓
—
VERITIV CORP
+$566.1K
4,189
建仓
CALM
CAL MAINE FOODS INC
+$556.8K
9,144
清仓
HPQ
HP INC
-$549.6K
0
-100%
清仓
KTB
KONTOOR BRANDS INC
-$545.9K
0
-100%
建仓
—
INTERNATIONAL GAME TECHNOLOG
+$537.3K
20,048
建仓
OC
OWENS CORNING NEW
+$516.3K
5,389
建仓
CVI
CVR ENERGY INC
+$509.5K
15,544
建仓
ETD
ETHAN ALLEN INTERIORS INC
+$486.6K
17,722
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$471.5K
0
-100%
清仓
HUN
HUNTSMAN CORP
-$466.4K
0
-100%
建仓
DINO
HF SINCLAIR CORP
+$463.5K
9,581
建仓
KFRC
KFORCE INC
+$460.8K
7,287
增持
EMXC
ISHARES INC
+$458.5K
42,064
+24%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$457.8K
12,277
-48%
建仓
CVCO
CAVCO INDS INC DEL
+$456.3K
1,436
建仓
HCKT
HACKETT GROUP INC
+$456.1K
24,679
清仓
EVR
EVERCORE INC
-$447.5K
0
-100%
清仓
DOW
DOW INC
-$447.4K
0
-100%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$442.4K
43,346
-20%
增持
LMT
LOCKHEED MARTIN CORP
+$437.1K
1,746
+119%
清仓
CE
CELANESE CORP DEL
-$434.9K
0
-100%
建仓
MMM
3M CO
+$433.5K
4,124
清仓
BCC
BOISE CASCADE CO DEL
-$430.8K
0
-100%
建仓
APA
APA CORPORATION
+$429.6K
11,914
清仓
EMN
EASTMAN CHEM CO
-$427.8K
0
-100%
建仓
OXM
OXFORD INDS INC
+$411.0K
3,892
清仓
GLW
CORNING INC
-$409.5K
0
-100%
建仓
WU
WESTERN UN CO
+$401.1K
35,974
清仓
PSX
PHILLIPS 66
-$400.2K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
-$394.4K
3,634
-58%
清仓
GS
GOLDMAN SACHS GROUP INC
-$390.1K
0
-100%
建仓
RYZ
RYERSON HLDG CORP
+$388.5K
10,680
清仓
CXT
CRANE HLDGS CO
-$383.0K
0
-100%
建仓
RGR
STURM RUGER & CO INC
+$379.6K
6,609
建仓
—
HILLENBRAND INC
+$376.2K
7,915
建仓
M
MACYS INC
+$375.6K
21,477
增持
WSM
WILLIAMS SONOMA INC
+$374.2K
5,931
+96%
增持
MCHI
ISHARES TR
+$372.7K
31,915
+24%
清仓
MOV
MOVADO GROUP INC
-$367.5K
0
-100%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$359.7K
15,456
清仓
—
BERRY CORP
-$359.3K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$352.5K
1,674
-58%
增持
PAYX
PAYCHEX INC
+$341.5K
5,658
+113%
清仓
—
VISTA OUTDOOR INC
-$335.9K
0
-100%
减持
MAS
MASCO CORP
-$335.1K
4,745
-61%
减持
HD
HOME DEPOT INC
-$327.9K
1,411
-40%
建仓
SYF
SYNCHRONY FINANCIAL
+$325.5K
11,193
建仓
CRC
CALIFORNIA RES CORP
+$315.7K
8,200
建仓
SE
SEA LTD
+$308.5K
3,564
清仓
SHOO
MADDEN STEVEN LTD
-$304.7K
0
-100%
增持
PEP
PEPSICO INC
+$303.6K
103,309
+1%
清仓
—
WESTROCK CO
-$303.3K
0
-100%
建仓
EWBC
EAST WEST BANCORP INC
+$293.8K
5,293
清仓
MRNA
MODERNA INC
-$290.6K
0
-100%
建仓
FTNT
FORTINET INC
+$289.7K
4,359
清仓
—
LYONDELLBASELL INDUSTRIES N
-$288.8K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$284.8K
1,025
清仓
—
TRONOX HOLDINGS PLC
-$282.2K
0
-100%
建仓
GEN
GEN DIGITAL INC
+$281.3K
16,393
清仓
OLN
OLIN CORP
-$281.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$269.8K
0
-100%
建仓
ARCB
ARCBEST CORP
+$264.6K
2,864
清仓
MO
ALTRIA GROUP INC
-$264.1K
0
-100%
增持
EXR
EXTRA SPACE STORAGE INC
+$258.4K
7,691
+14%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$256.8K
5,486
+55%
增持
ILF
ISHARES TR
+$255.4K
50,374
+22%
建仓
MSCI
MSCI INC
+$255.0K
456
建仓
MUR
MURPHY OIL CORP
+$254.4K
6,879
清仓
DTM
DT MIDSTREAM INC
-$252.4K
0
-100%
增持
R
RYDER SYS INC
+$249.4K
5,831
+80%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$245.4K
10,618
-33%
清仓
CROX
CROCS INC
-$242.8K
0
-100%
清仓
SPIB
SPDR SER TR
-$239.6K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$237.1K
0
-100%
增持
HRB
BLOCK H & R INC
+$236.5K
21,521
+50%
清仓
MEDP
MEDPACE HLDGS INC
-$234.5K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$234.3K
0
-100%
清仓
LOW
LOWES COS INC
-$231.9K
0
-100%
清仓
IWM
ISHARES TR
-$231.1K
0
-100%
清仓
POWI
POWER INTEGRATIONS INC
-$229.7K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$226.3K
5,096
-51%
建仓
UFPI
UFP INDUSTRIES INC
+$226.2K
2,847
清仓
IJT
ISHARES TR
-$225.1K
0
-100%
建仓
ULTA
ULTA BEAUTY INC
+$223.7K
410
清仓
HZO
MARINEMAX INC
-$222.5K
0
-100%
建仓
MXL
MAXLINEAR INC
+$222.5K
6,319
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$222.1K
0
-100%
建仓
CHH
CHOICE HOTELS INTL INC
+$222.0K
1,895
清仓
CAJPY
CANON INC
-$222.0K
0
-100%
清仓
AMG
AFFILIATED MANAGERS GROUP IN
-$222.0K
0
-100%
减持
IVV
ISHARES TR
-$220.4K
4,077
-17%
增持
—
ARISTA NETWORKS INC
+$220.3K
2,624
+45%
减持
META
META PLATFORMS INC
+$218.4K
2,425
-1%
建仓
VOT
VANGUARD INDEX FDS
+$216.5K
1,111
清仓
BYD
BOYD GAMING CORP
-$213.6K
0
-100%
增持
—
LIBERTY MEDIA CORP DEL
+$213.2K
11,883
+8%
建仓
—
WORLD WRESTLING ENTMT INC
+$210.3K
2,304
建仓
VUG
VANGUARD INDEX FDS
+$209.8K
841
建仓
INVA
INNOVIVA INC
+$209.6K
18,631
建仓
LSTR
LANDSTAR SYS INC
+$209.4K
1,168
建仓
CORT
CORCEPT THERAPEUTICS INC
+$208.7K
9,636
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$206.6K
135
建仓
MATX
MATSON INC
+$206.1K
3,453
增持
—
COSTAMARE INC
+$205.0K
55,417
+63%
建仓
—
HOLOGIC INC
+$204.2K
2,530
建仓
LLY
LILLY ELI & CO
+$202.9K
591
建仓
NUE
NUCOR CORP
+$202.6K
1,312
建仓
PUK
PRUDENTIAL PLC
+$202.2K
7,395
增持
GOOGL
ALPHABET INC
+$201.8K
4,801
+43%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$200.8K
20,464
增持
VTI
VANGUARD INDEX FDS
+$186.9K
13,860
+0%
增持
STM
STMICROELECTRONICS N V
+$182.6K
8,316
+13%
增持
UNP
UNION PAC CORP
+$178.7K
2,620
+56%
增持
CSCO
CISCO SYS INC
+$168.0K
15,869
+14%
增持
FPE
FIRST TR EXCH TRADED FD III
+$166.4K
81,968
+21%
增持
CUBE
CUBESMART
+$165.9K
15,352
+14%
减持
IVW
ISHARES TR
+$164.4K
63,287
-5%
清仓
DOUG
DOUGLAS ELLIMAN INC
-$162.9K
0
-100%
减持
KLIC
KULICKE & SOFFA INDS INC
-$160.2K
4,279
-51%
增持
PAG
PENSKE AUTOMOTIVE GRP INC
+$156.4K
3,202
+24%
减持
MSFT
MICROSOFT CORP
+$155.1K
3,508
-2%
增持
BP
BP PLC
+$148.8K
10,538
+47%
增持
MPC
MARATHON PETE CORP
+$144.7K
4,990
+10%
减持
VOO
VANGUARD INDEX FDS
+$142.9K
6,013
-0%
增持
KSA
ISHARES TR
+$135.3K
16,211
+24%
减持
XLV
SELECT SECTOR SPDR TR
-$132.6K
2,220
-28%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$129.4K
10,237
-24%
清仓
—
VECTOR GROUP LTD
-$128.0K
0
-100%
增持
ABBV
ABBVIE INC
+$124.4K
2,132
+60%
增持
MTDR
MATADOR RES CO
+$122.8K
7,336
+85%
增持
EOG
EOG RES INC
+$120.4K
6,004
+37%
增持
PSA
PUBLIC STORAGE
+$120.3K
1,411
+29%
清仓
CION
CION INVT CORP
-$117.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$114.3K
10,764
-20%
增持
AMGN
AMGEN INC
+$110.9K
1,446
+59%
