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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 54
增持 21
减持 23
清仓 52
方向
标的
Δ市值
现股数(环比)
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$1.9M
0
-100%
建仓
BCC
BOISE CASCADE CO DEL
+$1.2M
12,928
建仓
HCC
WARRIOR MET COAL INC
+$722.2K
18,541
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
NTAP
NETAPP INC
+$711.9K
9,319
建仓
ADEA
ADEIA INC
+$682.7K
62,011
清仓
MPC
MARATHON PETE CORP
-$672.8K
0
-100%
建仓
—
TEXTAINER GROUP HOLDINGS LTD
+$639.7K
16,244
清仓
VLO
VALERO ENERGY CORP
-$638.3K
0
-100%
建仓
—
THE AARONS COMPANY INC
+$624.3K
44,150
清仓
MYE
MYERS INDS INC
-$615.7K
0
-100%
建仓
PCAR
PACCAR INC
+$611.3K
7,308
建仓
DBI
DESIGNER BRANDS INC
+$610.6K
60,456
清仓
PKG
PACKAGING CORP AMER
-$606.8K
0
-100%
建仓
PII
POLARIS INC
+$580.5K
4,800
增持
HD
HOME DEPOT INC
+$576.1K
3,195
+126%
建仓
—
H & E EQUIPMENT SERVICES INC
+$570.5K
12,470
清仓
—
VERITIV CORP
-$566.1K
0
-100%
清仓
—
INTERNATIONAL GAME TECHNOLOG
-$537.3K
0
-100%
建仓
LZB
LA Z BOY INC
+$536.6K
18,736
建仓
COP
CONOCOPHILLIPS
+$536.5K
5,178
清仓
—
COSTAMARE INC
-$521.5K
0
-100%
建仓
LOW
LOWES COS INC
+$506.6K
2,245
清仓
UPBD
UPBOUND GROUP INC
-$503.7K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$493.5K
0
-100%
建仓
HP
HELMERICH & PAYNE INC
+$492.6K
13,895
清仓
—
TRITON INTL LTD
-$483.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$478.7K
0
-100%
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$477.6K
22,851
建仓
CSL
CARLISLE COS INC
+$473.1K
1,844
清仓
KFRC
KFORCE INC
-$460.8K
0
-100%
增持
SXC
SUNCOKE ENERGY INC
+$456.9K
70,111
+563%
清仓
CVCO
CAVCO INDS INC DEL
-$456.3K
0
-100%
清仓
HCKT
HACKETT GROUP INC
-$456.1K
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$454.1K
0
-100%
减持
WSM
WILLIAMS SONOMA INC
-$453.7K
2,141
-64%
建仓
PATK
PATRICK INDS INC
+$442.2K
5,528
增持
YUM
YUM BRANDS INC
+$435.9K
44,069
+3%
清仓
MMM
3M CO
-$433.5K
0
-100%
建仓
CE
CELANESE CORP DEL
+$425.6K
3,675
建仓
GEF
GREIF INC
+$421.6K
6,120
建仓
PSX
PHILLIPS 66
+$418.7K
4,390
清仓
FTEC
FIDELITY COVINGTON TRUST
-$414.1K
0
-100%
清仓
OXM
OXFORD INDS INC
-$411.0K
0
-100%
减持
IVW
ISHARES TR
+$408.9K
63,170
-0%
建仓
SM
SM ENERGY CO
+$408.5K
12,916
建仓
PFBC
PREFERRED BK LOS ANGELES CA
+$401.9K
7,308
清仓
WU
WESTERN UN CO
-$401.1K
0
-100%
减持
AVGO
BROADCOM INC
-$393.0K
385
-66%
清仓
RYZ
RYERSON HLDG CORP
-$388.5K
0
-100%
减持
HRB
BLOCK H & R INC
-$385.4K
11,711
-46%
建仓
ORCL
ORACLE CORP
+$383.7K
3,222
清仓
RGR
STURM RUGER & CO INC
-$379.6K
0
-100%
清仓
—
HILLENBRAND INC
-$376.2K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$369.8K
6,209
建仓
MEDP
MEDPACE HLDGS INC
+$361.9K
1,507
建仓
WINA
WINMARK CORP
+$358.3K
1,078
增持
FANG
DIAMONDBACK ENERGY INC
+$355.3K
4,496
+158%
减持
CALM
CAL MAINE FOODS INC
-$336.9K
4,886
-47%
清仓
HSY
HERSHEY CO
-$328.5K
0
-100%
增持
ILF
ISHARES TR
+$328.3K
56,339
+12%
清仓
SSD
SIMPSON MFG INC
-$313.4K
0
-100%
减持
CSCO
CISCO SYS INC
-$312.8K
9,987
-37%
清仓
SE
SEA LTD
-$308.5K
0
-100%
增持
GEN
GEN DIGITAL INC
+$298.0K
31,228
+90%
清仓
V
VISA INC
-$294.0K
0
-100%
清仓
EWBC
EAST WEST BANCORP INC
-$293.8K
0
-100%
增持
EMXC
ISHARES INC
+$290.8K
45,514
+8%
清仓
FTNT
FORTINET INC
-$289.7K
0
-100%
建仓
TBBK
BANCORP INC DEL
+$288.9K
8,848
清仓
XLV
SELECT SECTOR SPDR TR
-$287.4K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$284.8K
1,629
+95%
建仓
EGY
VAALCO ENERGY INC
+$282.3K
75,085
增持
PFE
PFIZER INC
+$278.1K
13,713
+149%
建仓
PM
PHILIP MORRIS INTL INC
+$275.6K
2,823
清仓
ABBNY
ABB LTD
-$274.7K
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$273.9K
2,971
+58%
建仓
CTRA
COTERRA ENERGY INC
+$269.6K
10,654
建仓
OLN
OLIN CORP
+$269.2K
5,237
清仓
FIS
FIDELITY NATL INFORMATION SV
-$268.3K
0
-100%
建仓
—
PDC ENERGY INC
+$265.0K
3,726
清仓
ARCB
ARCBEST CORP
-$264.6K
0
-100%
建仓
—
CONSOL ENERGY INC NEW
+$263.4K
3,885
建仓
TWI
TITAN INTL INC ILL
+$262.4K
22,855
增持
OC
OWENS CORNING NEW
+$259.0K
5,941
+10%
清仓
MSCI
MSCI INC
-$255.0K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$254.7K
3,669
清仓
MUR
MURPHY OIL CORP
-$254.4K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$253.0K
1,151
建仓
—
VECTOR GROUP LTD
+$251.9K
19,663
清仓
FICO
FAIR ISAAC CORP
-$250.2K
0
-100%
建仓
MRK
MERCK & CO INC
+$247.6K
2,146
建仓
PRGS
PROGRESS SOFTWARE CORP
+$246.8K
4,247
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$243.8K
4,923
-52%
增持
FBP
FIRST BANCORP P R
+$243.4K
39,337
+89%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$236.1K
805
清仓
MAS
MASCO CORP
-$235.9K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$233.7K
6,469
-47%
清仓
VFH
VANGUARD WORLD FDS
-$231.8K
0
-100%
减持
QCOM
QUALCOMM INC
-$231.2K
2,412
-41%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$230.2K
241
建仓
EA
ELECTRONIC ARTS INC
+$229.3K
1,768
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$228.6K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$226.8K
2,942
清仓
IEFA
ISHARES TR
-$226.5K
0
-100%
清仓
KLIC
KULICKE & SOFFA INDS INC
-$225.5K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$223.7K
0
-100%
清仓
MXL
MAXLINEAR INC
-$222.5K
0
-100%
清仓
CHH
CHOICE HOTELS INTL INC
-$222.0K
0
-100%
建仓
—
AMERICAN EQTY INVT LIFE HLD
+$221.0K
4,241
建仓
AAP
ADVANCE AUTO PARTS INC
+$217.0K
3,087
建仓
—
UNITI GROUP INC
+$216.8K
46,934
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$215.0K
6,152
-42%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$211.2K
1,063
建仓
—
ACCENTURE PLC IRELAND
+$211.0K
684
建仓
XLI
SELECT SECTOR SPDR TR
+$210.9K
1,965
清仓
—
WORLD WRESTLING ENTMT INC
-$210.3K
0
-100%
清仓
INVA
INNOVIVA INC
-$209.6K
0
-100%
建仓
RES
RPC INC
+$209.5K
29,306
清仓
LSTR
LANDSTAR SYS INC
-$209.4K
0
-100%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$208.7K
0
-100%
清仓
IEI
ISHARES TR
-$207.5K
0
-100%
建仓
IBP
INSTALLED BLDG PRODS INC
+$207.0K
1,477
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$206.6K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$206.2K
586
清仓
—
HOLOGIC INC
-$204.2K
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$200.8K
0
-100%
减持
AAPL
APPLE INC
+$194.5K
14,698
-9%
建仓
CVBF
CVB FINL CORP
+$193.4K
14,566
减持
VTI
VANGUARD INDEX FDS
+$190.1K
13,705
-1%
增持
ETD
ETHAN ALLEN INTERIORS INC
+$179.1K
23,539
+33%
增持
KLAC
KLA CORP
+$175.7K
1,308
+14%
增持
FPE
FIRST TR EXCH TRADED FD III
+$173.6K
92,789
+13%
增持
TUR
ISHARES INC
+$173.2K
25,399
+52%
减持
EXPD
EXPEDITORS INTL WASH INC
-$168.4K
1,780
-49%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$168.4K
67,443
-12%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$156.7K
2,429
-56%
减持
PEP
PEPSICO INC
+$151.2K
102,496
-1%
建仓
PRDO
PERDOCEO ED CORP
+$149.3K
12,166
减持
—
ARISTA NETWORKS INC
-$147.5K
1,808
-31%
减持
VIR
VIR BIOTECHNOLOGY INC
-$147.1K
8,666
-44%
增持
LPX
LOUISIANA PAC CORP
+$146.3K
5,124
+17%
增持
—
ENCORE WIRE CORP
+$145.5K
2,767
+39%
增持
MTDR
MATADOR RES CO
+$144.1K
9,435
+29%
减持
AMGN
AMGEN INC
-$143.5K
928
-36%
减持
HDV
ISHARES TR
-$143.0K
5,077
-21%
增持
SYF
SYNCHRONY FINANCIAL
+$142.7K
13,803
+23%
减持
VGT
VANGUARD WORLD FDS
+$137.4K
2,478
-0%
减持
—
DISCOVER FINL SVCS
-$137.1K
2,404
-43%
减持
NVDA
NVIDIA CORPORATION
+$135.5K
994
-3%
增持
FLNA
CASSAVA SCIENCES INC
+$135.2K
600,592
+2%
