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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 69
增持 21
减持 20
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
FLNA
CASSAVA SCIENCES INC
+$3.5M
581,606
+1%
建仓
PYLD
PIMCO ETF TR
+$2.1M
81,840
建仓
T
AT&T INC
+$976.4K
58,186
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。
增持
SPY
SPDR S&P 500 ETF TR
+$572.7K
2,284
+90%
清仓
SM
SM ENERGY CO
-$556.5K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$537.5K
21,062
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$527.8K
3,227
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$526.7K
9,940
增持
IVV
ISHARES TR
+$515.5K
4,680
+17%
建仓
PFBC
PREFERRED BK LOS ANGELES CA
+$509.5K
6,975
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$484.8K
22,773
清仓
CVI
CVR ENERGY INC
-$472.8K
0
-100%
减持
BOND
PIMCO ETF TR
-$467.1K
5,903
-49%
建仓
SBUX
STARBUCKS CORP
+$448.5K
4,671
建仓
PII
POLARIS INC
+$432.6K
4,565
建仓
—
LYONDELLBASELL INDUSTRIES N
+$432.6K
4,550
建仓
IMMR
IMMERSION CORP
+$419.9K
59,481
建仓
—
AMDOCS LTD
+$415.5K
4,728
减持
HP
HELMERICH & PAYNE INC
-$415.5K
5,866
-61%
建仓
WOR
WORTHINGTON ENTERPRISES INC
+$411.3K
7,146
建仓
—
ARCH RESOURCES INC
+$410.9K
2,476
建仓
TGT
TARGET CORP
+$410.3K
2,881
建仓
CRI
CARTERS INC
+$409.3K
5,466
建仓
AGCO
AGCO CORP
+$408.9K
3,368
清仓
RGP
RESOURCES CONNECTION INC
-$392.4K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$371.9K
2,283
建仓
FTNT
FORTINET INC
+$371.4K
6,345
清仓
OFG
OFG BANCORP
-$362.2K
0
-100%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$355.6K
5,750
增持
RES
RPC INC
+$352.7K
62,546
+445%
建仓
EME
EMCOR GROUP INC
+$344.5K
1,599
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$342.7K
150,644
-7%
减持
AGG
ISHARES TR
-$340.3K
3,184
-54%
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$340.3K
0
-100%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$338.4K
0
-100%
建仓
WINA
WINMARK CORP
+$336.9K
807
清仓
OLN
OLIN CORP
-$332.2K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$329.8K
4,910
-22%
建仓
SNA
SNAP ON INC
+$328.9K
1,139
清仓
KMB
KIMBERLY-CLARK CORP
-$325.6K
0
-100%
增持
CRC
CALIFORNIA RES CORP
+$324.3K
9,789
+160%
增持
C
CITIGROUP INC
+$318.4K
12,183
+63%
增持
KO
COCA COLA CO
+$317.2K
9,248
+127%
建仓
CASY
CASEYS GEN STORES INC
+$316.5K
1,152
减持
AAPL
APPLE INC
+$313.9K
15,011
-0%
清仓
NEU
NEWMARKET CORP
-$308.5K
0
-100%
清仓
APOG
APOGEE ENTERPRISES INC
-$307.9K
0
-100%
建仓
KNSL
KINSALE CAP GROUP INC
+$306.1K
914
建仓
—
ASML HOLDING N V
+$304.4K
402
增持
PEP
PEPSICO INC
+$302.7K
104,037
+2%
增持
YUM
YUM BRANDS INC
+$296.7K
45,038
+1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$296.4K
1,373
建仓
SYY
SYSCO CORP
+$291.3K
3,984
增持
CUBE
CUBESMART
+$289.2K
21,600
+16%
清仓
DRI
DARDEN RESTAURANTS INC
-$280.6K
0
-100%
清仓
COLD
AMERICOLD REALTY TRUST INC
-$279.4K
0
-100%
增持
EMXC
ISHARES INC
+$275.3K
46,448
+1%
清仓
MOS
MOSAIC CO NEW
-$273.3K
0
-100%
清仓
DIAL
COLUMBIA ETF TR I
-$270.4K
0
-100%
建仓
—
CSG SYS INTL INC
+$269.6K
5,067
建仓
GFF
GRIFFON CORP
+$268.2K
4,401
清仓
PG
PROCTER AND GAMBLE CO
-$267.9K
0
-100%
建仓
HY
HYSTER YALE MATLS HANDLING I
+$267.5K
4,302
清仓
SHOO
MADDEN STEVEN LTD
-$265.1K
0
-100%
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$264.6K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$264.5K
4,589
建仓
CBT
CABOT CORP
+$264.0K
3,162
清仓
CIVI
CIVITAS RESOURCES INC
-$260.8K
0
-100%
减持
—
COSTAMARE INC
-$260.2K
20,757
-58%
建仓
REYN
REYNOLDS CONSUMER PRODS INC
+$259.0K
9,648
建仓
MRK
MERCK & CO INC
+$257.9K
2,365
建仓
INGR
INGREDION INC
+$257.8K
2,375
清仓
OC
OWENS CORNING NEW
-$257.7K
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$256.8K
14,559
建仓
GPC
GENUINE PARTS CO
+$255.8K
1,847
清仓
MA
MASTERCARD INCORPORATED
-$255.5K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$255.2K
7,326
建仓
EEM
ISHARES TR
+$254.5K
6,329
清仓
MPC
MARATHON PETE CORP
-$254.5K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$252.9K
4,860
建仓
MSI
MOTOROLA SOLUTIONS INC
+$252.5K
806
减持
OXM
OXFORD INDS INC
-$251.9K
2,060
-57%
清仓
HDV
ISHARES TR
-$250.6K
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$250.1K
65,741
-2%
建仓
—
GUESS INC
+$249.8K
10,832
增持
DINO
HF SINCLAIR CORP
+$249.1K
9,573
+93%
建仓
DGRW
WISDOMTREE TR
+$248.1K
3,530
减持
UNP
UNION PAC CORP
-$246.7K
973
-59%
清仓
PFE
PFIZER INC
-$246.3K
0
-100%
清仓
PSX
PHILLIPS 66
-$244.6K
0
-100%
建仓
ROL
ROLLINS INC
+$243.4K
5,575
增持
WRB
BERKLEY W R CORP
+$236.0K
6,405
+87%
清仓
NSC
NORFOLK SOUTHN CORP
-$235.4K
0
-100%
清仓
LOW
LOWES COS INC
-$234.6K
0
-100%
建仓
ADBE
ADOBE INC
+$234.5K
393
建仓
XLK
SELECT SECTOR SPDR TR
+$233.2K
1,212
清仓
R
RYDER SYS INC
-$232.3K
0
-100%
减持
AVGO
BROADCOM INC
-$228.6K
314
-55%
建仓
MOH
MOLINA HEALTHCARE INC
+$227.6K
630
建仓
XLV
SELECT SECTOR SPDR TR
+$226.5K
1,661
清仓
VLO
VALERO ENERGY CORP
-$226.0K
0
-100%
建仓
DVY
ISHARES TR
+$225.6K
1,924
建仓
PGR
PROGRESSIVE CORP
+$222.4K
1,396
建仓
FIX
COMFORT SYS USA INC
+$221.9K
1,079
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$221.4K
0
-100%
建仓
—
DORIAN LPG LTD
+$221.1K
5,040
清仓
—
ACCENTURE PLC IRELAND
-$218.7K
0
-100%
清仓
GOOG
ALPHABET INC
-$218.6K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$218.2K
1,914
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$217.7K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$214.9K
0
-100%
建仓
SE
SEA LTD
+$213.6K
5,275
清仓
ELV
ELEVANCE HEALTH INC
-$213.6K
0
-100%
建仓
AMN
AMN HEALTHCARE SVCS INC
+$212.9K
2,844
建仓
GMAB
GENMAB A/S
+$212.5K
6,673
减持
—
CONSOL ENERGY INC NEW
-$212.4K
2,991
-39%
减持
CVX
CHEVRON CORP NEW
-$211.7K
1,755
-38%
清仓
WPC
WP CAREY INC
-$211.0K
0
-100%
建仓
IJT
ISHARES TR
+$210.6K
1,683
清仓
MTDR
MATADOR RES CO
-$210.6K
0
-100%
增持
SON
SONOCO PRODS CO
+$210.6K
8,207
+80%
减持
CAT
CATERPILLAR INC
-$209.6K
681
-55%
建仓
SRE
SEMPRA
+$209.5K
2,804
建仓
PUK
PRUDENTIAL PLC
+$208.9K
9,304
建仓
XLY
SELECT SECTOR SPDR TR
+$208.9K
1,168
增持
MSFT
MICROSOFT CORP
+$208.7K
3,090
+2%
清仓
WAT
WATERS CORP
-$207.6K
0
-100%
建仓
GLD
SPDR GOLD TR
+$207.2K
1,084
减持
EXR
EXTRA SPACE STORAGE INC
+$205.6K
7,284
-8%
减持
—
ENCORE WIRE CORP
-$204.6K
1,064
-55%
建仓
IWS
ISHARES TR
+$204.1K
1,755
清仓
FANG
DIAMONDBACK ENERGY INC
-$202.5K
0
-100%
建仓
AMZN
AMAZON COM INC
+$202.5K
1,333
增持
LMT
LOCKHEED MARTIN CORP
+$202.0K
1,855
+19%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$201.4K
2,234
清仓
UFPI
UFP INDUSTRIES INC
-$200.7K
0
-100%
建仓
IJJ
ISHARES TR
+$200.7K
1,760
增持
DVN
DEVON ENERGY CORP NEW
+$200.5K
9,392
+99%
建仓
OTTR
OTTER TAIL CORP
+$200.3K
2,357
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$200.1K
165
建仓
AXP
AMERICAN EXPRESS CO
+$200.0K
1,068
减持
—
EXXON MOBIL CORP
-$199.9K
2,652
-33%
增持
COP
CONOCOPHILLIPS
+$197.2K
4,244
+72%
减持
NTAP
NETAPP INC
-$194.6K
3,902
-45%
清仓
INVA
INNOVIVA INC
-$194.4K
0
-100%
减持
FWONA
LIBERTY MEDIA CORP DEL
-$193.1K
6,987
-34%
减持
UPBD
UPBOUND GROUP INC
-$191.3K
6,403
-54%
增持
MUB
ISHARES TR
+$191.1K
4,599
+53%
增持
EFA
ISHARES TR
+$188.2K
5,997
+57%
增持
HALO
HALOZYME THERAPEUTICS INC
+$186.2K
11,403
+85%
