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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 31
增持 48
减持 47
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
FLNA
CASSAVA SCIENCES INC
-$17.0M
172,746
-71%
减持
PEP
PEPSICO INC
-$1.9M
102,632
-0%
增持
AOR
ISHARES TR
+$1.3M
35,093
+210%
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
SMTH
ALPS ETF TR
+$1.0M
286,678
+21%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$932.8K
40,531
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$587.5K
2,647
+58%
建仓
ANET
ARISTA NETWORKS INC
+$576.0K
5,211
清仓
—
LAM RESEARCH CORP
-$568.3K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$502.8K
0
-100%
清仓
—
VECTOR GROUP LTD
-$442.4K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$429.6K
5,948
清仓
ORANY
ORANGE
-$420.2K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$412.7K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$365.0K
7,714
-8%
减持
AEO
AMERICAN EAGLE OUTFITTERS IN
-$357.6K
35,881
-16%
建仓
AX
AXOS FINANCIAL INC
+$354.8K
5,080
清仓
—
ARCH CAP GROUP LTD
-$346.0K
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$342.4K
71,787
+8%
减持
ILF
ISHARES TR
-$337.7K
62,878
-1%
建仓
AVUS
AMERICAN CENTY ETF TR
+$335.5K
3,461
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$333.4K
7,962
清仓
CRUS
CIRRUS LOGIC INC
-$328.8K
0
-100%
建仓
IWM
ISHARES TR
+$317.0K
1,435
清仓
MUR
MURPHY OIL CORP
-$316.6K
0
-100%
减持
EMXC
ISHARES INC
-$307.7K
51,068
-1%
增持
EFA
ISHARES TR
+$279.8K
8,742
+92%
清仓
PLAB
PHOTRONICS INC
-$278.6K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$274.4K
1,223
增持
PYLD
PIMCO ETF TR
+$274.0K
72,935
+20%
清仓
HSY
HERSHEY CO
-$272.9K
0
-100%
减持
—
ARDMORE SHIPPING CORP
-$269.2K
31,227
-13%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$267.9K
0
-100%
清仓
—
FABRINET
-$266.0K
0
-100%
减持
YUM
YUM BRANDS INC
-$264.7K
43,526
-0%
建仓
GDDY
GODADDY INC
+$264.7K
1,341
建仓
XLE
SELECT SECTOR SPDR TR
+$263.3K
3,074
建仓
EME
EMCOR GROUP INC
+$262.4K
578
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$257.4K
0
-100%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$255.7K
92,305
+10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$245.4K
62,024
+9%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$239.7K
887
建仓
—
ACCENTURE PLC IRELAND
+$238.7K
678
清仓
PRDO
PERDOCEO ED CORP
-$235.9K
0
-100%
建仓
CVSA
ADTALEM GLOBAL ED INC
+$233.7K
2,572
建仓
PSTG
PURE STORAGE INC
+$233.1K
3,794
建仓
AGYS
AGILYSYS INC
+$232.9K
1,768
清仓
—
DORIAN LPG LTD
-$232.3K
0
-100%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$230.7K
0
-100%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$230.5K
4,783
减持
IVE
ISHARES TR
-$229.6K
2,362
-32%
增持
COP
CONOCOPHILLIPS
+$228.1K
10,743
+35%
建仓
VRT
VERTIV HOLDINGS CO
+$227.2K
2,000
建仓
UNP
UNION PAC CORP
+$226.5K
993
建仓
EW
EDWARDS LIFESCIENCES CORP
+$222.3K
3,003
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$221.4K
0
-100%
减持
TGT
TARGET CORP
-$221.4K
4,051
-18%
减持
FPE
FIRST TR EXCH TRADED FD III
-$219.9K
76,257
-12%
建仓
CPRT
COPART INC
+$217.8K
3,795
建仓
ALRM
ALARM COM HLDGS INC
+$217.8K
3,582
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$217.7K
0
-100%
建仓
—
ALKERMES PLC
+$217.7K
7,568
建仓
OC
OWENS CORNING NEW
+$216.2K
1,269
清仓
—
WEATHERFORD INTL PLC
-$214.8K
0
-100%
建仓
CBSH
COMMERCE BANCSHARES INC
+$214.7K
3,446
建仓
ANF
ABERCROMBIE & FITCH CO
+$212.8K
1,424
清仓
—
CHAMPIONX CORPORATION
-$212.3K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$212.2K
3,055
建仓
ANSS
ANSYS INC
+$210.8K
625
建仓
MLI
MUELLER INDS INC
+$208.8K
2,631
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$207.0K
0
-100%
清仓
CDW
CDW CORP
-$205.2K
0
-100%
建仓
WABC
WESTAMERICA BANCORPORATION
+$204.7K
3,901
建仓
INGR
INGREDION INC
+$204.1K
1,484
建仓
APPF
APPFOLIO INC
+$202.8K
822
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$202.7K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$201.1K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$198.7K
1,954
+84%
减持
CALM
CAL MAINE FOODS INC
+$188.8K
8,714
-8%
增持
AOA
ISHARES TR
+$188.7K
7,611
+52%
增持
—
SCORPIO TANKERS INC
-$182.0K
10,409
+6%
增持
NVO
NOVO-NORDISK A S
-$181.8K
5,709
+1%
增持
WFC
WELLS FARGO CO NEW
+$177.4K
9,192
+11%
减持
PRGS
PROGRESS SOFTWARE CORP
-$176.9K
3,640
-41%
增持
AOM
ISHARES TR
+$170.5K
25,110
+23%
减持
CSL
CARLISLE COS INC
-$165.7K
933
-18%
减持
—
LYONDELLBASELL INDUSTRIES N
-$164.9K
6,245
-5%
增持
MUB
ISHARES TR
+$159.9K
5,157
+44%
减持
IWF
ISHARES TR
-$157.7K
4,066
-15%
减持
MCHI
ISHARES TR
-$154.6K
32,335
-1%
减持
HAL
HALLIBURTON CO
-$148.8K
19,137
-17%
减持
IVW
ISHARES TR
-$147.9K
53,708
-8%
增持
HCA
HCA HEALTHCARE INC
-$146.6K
1,679
+5%
减持
DGRO
ISHARES TR
-$143.2K
35,654
-4%
增持
V
VISA INC
+$143.1K
1,114
+47%
增持
IDCC
INTERDIGITAL INC
+$139.2K
2,273
+7%
增持
FIX
COMFORT SYS USA INC
+$136.6K
855
+48%
增持
ADT
ADT INC DEL
+$135.8K
91,840
+33%
增持
NVDA
NVIDIA CORPORATION
+$135.0K
6,577
+7%
减持
MRK
MERCK & CO INC
-$132.4K
2,534
-25%
减持
SLVM
SYLVAMO CORP
-$129.8K
7,064
-12%
增持
COLD
AMERICOLD REALTY TRUST INC
-$129.4K
19,663
+1%
增持
CPAY
CORPAY INC
+$128.2K
1,061
+44%
增持
—
CRH PLC
+$127.7K
7,325
+24%
减持
MSFT
MICROSOFT CORP
-$127.6K
2,599
-9%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$127.4K
14,571
+3%
增持
CF
CF INDS HLDGS INC
+$126.5K
9,391
+19%
减持
AAPL
APPLE INC
+$123.9K
14,089
-4%
增持
KTB
KONTOOR BRANDS INC
+$123.4K
10,665
+11%
增持
AMT
AMERICAN TOWER CORP NEW
-$121.7K
2,566
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$118.2K
2,874
+10%
增持
META
META PLATFORMS INC
+$114.4K
1,848
+9%
减持
VC
VISTEON CORP
-$113.3K
3,810
-20%
减持
LEA
LEAR CORP
-$112.0K
4,943
-7%
增持
C
CITIGROUP INC
+$111.2K
9,229
+7%
减持
SNA
SNAP ON INC
+$109.4K
2,584
-2%
减持
FANG
DIAMONDBACK ENERGY INC
-$109.4K
3,760
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$109.2K
791
-6%
增持
KLAC
KLA CORP
-$105.1K
912
+4%
减持
KMB
KIMBERLY-CLARK CORP
-$103.0K
4,129
-9%
增持
OVV
OVINTIV INC
+$101.7K
12,562
+18%
增持
BHP
BHP GROUP LTD
-$101.1K
8,321
+2%
减持
CUBE
CUBESMART
-$98.6K
6,806
-6%
减持
WRB
BERKLEY W R CORP
-$96.9K
3,911
-32%
增持
NFLX
NETFLIX INC
+$95.0K
374
+11%
增持
EEM
ISHARES TR
+$94.9K
7,994
+53%
增持
PHG
KONINKLIJKE PHILIPS N V
-$93.8K
13,474
+1%
减持
OFG
OFG BANCORP
-$93.6K
8,597
-16%
减持
HWKN
HAWKINS INC
-$92.6K
3,010
-17%
增持
DECK
DECKERS OUTDOOR CORP
+$92.1K
1,563
+11%
增持
—
DISCOVER FINL SVCS
+$90.6K
2,076
+8%
减持
CRI
CARTERS INC
-$89.6K
7,666
-1%
增持
NTAP
NETAPP INC
+$89.4K
4,694
+27%
增持
—
STEELCASE INC
+$89.0K
49,670
+35%
减持
VTI
VANGUARD INDEX FDS
+$88.4K
13,621
-0%
减持
MA
MASTERCARD INCORPORATED
-$87.7K
1,342
-17%
减持
BCC
BOISE CASCADE CO DEL
-$84.6K
1,930
-13%
减持
BBWI
BATH & BODY WORKS INC
+$83.5K
18,301
-7%
增持
PCTY
PAYLOCITY HLDG CORP
+$83.1K
1,989
+5%
减持
HNI
HNI CORP
-$81.3K
10,613
-7%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$80.6K
5,684
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.3K
10,859
-0%
增持
CROX
CROCS INC
-$78.8K
4,166
+13%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$78.8K
4,361
-4%
减持
LULU
LULULEMON ATHLETICA INC
+$77.5K
727
-2%
增持
NVS
NOVARTIS AG
-$75.3K
5,060
+3%
减持
IVT
INVENTRUST PPTYS CORP
-$74.6K
8,247
-28%
增持
GSK
GSK PLC
-$73.0K
11,281
+1%
减持
KNSL
KINSALE CAP GROUP INC
-$72.9K
797
-16%
增持
EZA
ISHARES INC
-$72.5K
10,548
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$72.2K
969
-25%
