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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 59
增持 24
减持 16
清仓 51
方向
标的
Δ市值
现股数(环比)
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.8M
63,731
+541%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$2.6M
41,873
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
39,378
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
FLNA
CASSAVA SCIENCES INC
-$1.2M
585,381
+1%
清仓
T
AT&T INC
-$976.4K
0
-100%
增持
PEP
PEPSICO INC
+$976.1K
106,541
+2%
建仓
—
CASSAVA SCIENCES INC
+$847.8K
210,366
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$730.2K
11,226
+0%
建仓
V
VISA INC
+$647.1K
2,319
增持
IVW
ISHARES TR
+$621.9K
59,102
+2%
建仓
CL
COLGATE PALMOLIVE CO
+$583.6K
6,481
建仓
KFRC
KFORCE INC
+$564.0K
7,998
增持
META
META PLATFORMS INC
+$553.4K
1,830
+93%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$543.1K
0
-100%
清仓
KR
KROGER CO
-$537.8K
0
-100%
建仓
PRDO
PERDOCEO ED CORP
+$537.4K
30,604
增持
NTAP
NETAPP INC
+$536.2K
8,385
+115%
清仓
PSA
PUBLIC STORAGE
-$532.1K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$524.6K
4,055
增持
QCOM
QUALCOMM INC
+$518.7K
5,100
+114%
建仓
BBY
BEST BUY INC
+$508.2K
6,196
建仓
—
STEELCASE INC
+$497.2K
38,015
增持
HRB
BLOCK H & R INC
+$497.0K
18,879
+112%
建仓
HON
HONEYWELL INTL INC
+$496.7K
2,420
建仓
ADT
ADT INC DEL
+$492.5K
73,287
建仓
DDS
DILLARDS INC
+$486.9K
1,032
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$486.5K
18,864
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$484.8K
0
-100%
建仓
—
ARDMORE SHIPPING CORP
+$479.1K
29,175
建仓
WS
WORTHINGTON STL INC
+$478.2K
13,338
建仓
—
SCORPIO TANKERS INC
+$470.8K
6,580
建仓
JBSS
SANFILIPPO JOHN B & SON INC
+$470.2K
4,439
减持
CUBE
CUBESMART
-$464.9K
11,858
-45%
清仓
SON
SONOCO PRODS CO
-$458.6K
0
-100%
清仓
MED
MEDIFAST INC
-$458.0K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$453.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$452.5K
0
-100%
增持
DGRO
ISHARES TR
+$451.9K
37,331
+17%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$436.7K
1,745
增持
VTI
VANGUARD INDEX FDS
+$435.6K
13,262
+4%
清仓
PII
POLARIS INC
-$432.6K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$432.6K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$426.7K
4,256
+27%
增持
MSM
MSC INDL DIRECT INC
+$421.0K
6,715
+195%
建仓
PCAR
PACCAR INC
+$411.6K
3,322
清仓
WOR
WORTHINGTON ENTERPRISES INC
-$411.3K
0
-100%
清仓
TGT
TARGET CORP
-$410.3K
0
-100%
建仓
CASH
PATHWARD FINANCIAL INC
+$409.6K
8,114
清仓
CRI
CARTERS INC
-$409.3K
0
-100%
清仓
AGCO
AGCO CORP
-$408.9K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$403.1K
0
-100%
建仓
SHOO
MADDEN STEVEN LTD
+$401.5K
9,496
建仓
LNTH
LANTHEUS HLDGS INC
+$400.7K
6,438
建仓
QLYS
QUALYS INC
+$393.5K
2,358
建仓
LECO
LINCOLN ELEC HLDGS INC
+$392.2K
1,535
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$373.9K
1,129
清仓
WMT
WALMART INC
-$373.7K
0
-100%
清仓
FTNT
FORTINET INC
-$371.4K
0
-100%
减持
AAPL
APPLE INC
-$370.4K
14,694
-2%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$364.1K
14,609
清仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
-$355.6K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$349.9K
66,129
+1%
增持
IVV
ISHARES TR
+$346.6K
4,911
+5%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$344.8K
10,887
清仓
EME
EMCOR GROUP INC
-$344.5K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$339.1K
4,844
建仓
EBAY
EBAY INC.
+$337.6K
6,397
建仓
SEI
SOLARIS OILFIELD INFRASTRUCT
+$334.5K
38,584
建仓
AM
ANTERO MIDSTREAM CORP
+$332.0K
23,613
建仓
—
SEALED AIR CORP NEW
+$330.1K
8,874
建仓
XRX
XEROX HOLDINGS CORP
+$329.9K
18,432
减持
KO
COCA COLA CO
-$325.7K
3,584
-61%
减持
CTRA
COTERRA ENERGY INC
-$325.0K
7,622
-64%
减持
CORP
PIMCO ETF TR
-$324.7K
45,824
-6%
建仓
GIC
GLOBAL INDUSTRIAL COMPANY
+$324.2K
7,240
清仓
CASY
CASEYS GEN STORES INC
-$316.5K
0
-100%
建仓
KTB
KONTOOR BRANDS INC
+$316.4K
5,251
清仓
AGG
ISHARES TR
-$316.1K
0
-100%
减持
DINO
HF SINCLAIR CORP
-$315.4K
3,588
-63%
建仓
EXP
EAGLE MATLS INC
+$312.8K
1,151
减持
RES
RPC INC
-$305.4K
19,375
-69%
增持
HY
HYSTER YALE MATLS HANDLING I
+$305.1K
8,924
+107%
增持
VOO
VANGUARD INDEX FDS
+$304.1K
5,094
+4%
建仓
IDCC
INTERDIGITAL INC
+$302.7K
2,843
减持
UNH
UNITEDHEALTH GROUP INC
-$300.5K
686
-44%
增持
DGRW
WISDOMTREE TR
+$298.6K
7,176
+103%
建仓
FICO
FAIR ISAAC CORP
+$293.7K
235
减持
HSY
HERSHEY CO
-$290.5K
1,193
-57%
增持
SNA
SNAP ON INC
+$288.3K
2,084
+83%
清仓
SLVM
SYLVAMO CORP
-$284.2K
0
-100%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$282.3K
1,639
建仓
VIS
VANGUARD WORLD FD
+$280.3K
1,148
增持
SYY
SYSCO CORP
+$277.4K
7,006
+76%
减持
CRC
CALIFORNIA RES CORP
-$270.4K
4,808
-51%
清仓
GFF
GRIFFON CORP
-$268.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$266.4K
2,600
+95%
建仓
NKE
NIKE INC
+$266.4K
2,835
减持
BCC
BOISE CASCADE CO DEL
-$265.5K
2,677
-49%
清仓
—
JOHNSON CTLS INTL PLC
-$264.5K
0
-100%
清仓
CBT
CABOT CORP
-$264.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$261.0K
753
增持
GEN
GEN DIGITAL INC
+$259.6K
28,050
+74%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$259.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$257.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$256.2K
1,422
-56%
清仓
GPC
GENUINE PARTS CO
-$255.8K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$252.9K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$252.5K
0
-100%
清仓
—
GUESS INC
-$249.8K
0
-100%
建仓
INTU
INTUIT
+$245.1K
377
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$244.8K
0
-100%
清仓
ROL
ROLLINS INC
-$243.4K
0
-100%
减持
PAYX
PAYCHEX INC
-$243.4K
3,976
-35%
建仓
NEU
NEWMARKET CORP
+$242.7K
382
清仓
UNP
UNION PAC CORP
-$239.1K
0
-100%
增持
MSFT
MICROSOFT CORP
+$238.2K
3,328
+8%
减持
YUM
YUM BRANDS INC
+$234.1K
44,131
-2%
增持
AMAT
APPLIED MATLS INC
+$230.3K
2,607
+37%
减持
EOG
EOG RES INC
-$230.1K
2,194
-48%
建仓
MA
MASTERCARD INCORPORATED
+$228.0K
473
清仓
MOH
MOLINA HEALTHCARE INC
-$227.6K
0
-100%
清仓
—
ENCORE WIRE CORP
-$227.3K
0
-100%
建仓
IWM
ISHARES TR
+$226.5K
1,077
建仓
YELP
YELP INC
+$226.0K
5,737
清仓
DVY
ISHARES TR
-$225.6K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$225.1K
0
-100%
清仓
ATEN
A10 NETWORKS INC
-$224.8K
0
-100%
建仓
COLL
COLLEGIUM PHARMACEUTICAL INC
+$223.4K
5,756
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$222.9K
767
清仓
PGR
PROGRESSIVE CORP
-$222.4K
0
-100%
清仓
FIX
COMFORT SYS USA INC
-$221.9K
0
-100%
建仓
—
ARCH CAP GROUP LTD
+$218.8K
2,367
建仓
QQQ
INVESCO QQQ TR
+$218.2K
491
清仓
UPBD
UPBOUND GROUP INC
-$217.5K
0
-100%
建仓
—
VECTOR GROUP LTD
+$216.9K
19,788
清仓
CSCO
CISCO SYS INC
-$216.4K
0
-100%
清仓
—
TEXTAINER GROUP HOLDINGS LTD
-$215.2K
0
-100%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$215.1K
146,089
-3%
建仓
ESGU
ISHARES TR
+$214.5K
1,866
建仓
ADSK
AUTODESK INC
+$213.3K
819
清仓
AMN
AMN HEALTHCARE SVCS INC
-$212.9K
0
-100%
清仓
HP
HELMERICH & PAYNE INC
-$212.5K
0
-100%
建仓
LSTR
LANDSTAR SYS INC
+$211.1K
1,095
清仓
PUK
PRUDENTIAL PLC
-$208.9K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$208.9K
0
-100%
清仓
OXM
OXFORD INDS INC
-$206.0K
0
-100%
建仓
LBRT
LIBERTY ENERGY INC
+$205.9K
9,935
建仓
PANW
PALO ALTO NETWORKS INC
+$205.7K
724
建仓
—
NXP SEMICONDUCTORS N V
+$203.3K
821
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$201.4K
0
-100%
