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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 64
增持 21
减持 16
清仓 49
方向
标的
Δ市值
现股数(环比)
建仓
MTUM
ISHARES TR
+$3.9M
16,329
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.6M
0
-100%
增持
PEP
PEPSICO INC
-$1.6M
107,357
+2%
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。
清仓
COP
CONOCOPHILLIPS
-$942.3K
0
-100%
清仓
SNA
SNAP ON INC
-$839.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$791.3K
0
-100%
建仓
—
CSG SYS INTL INC
+$779.8K
11,939
增持
FPE
FIRST TR EXCH TRADED FD III
+$770.7K
141,498
+42%
增持
WSM
WILLIAMS SONOMA INC
+$758.3K
6,068
+312%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$745.7K
6,145
建仓
SYY
SYSCO CORP
+$729.7K
9,635
清仓
ITW
ILLINOIS TOOL WKS INC
-$725.8K
0
-100%
建仓
SCI
SERVICE CORP INTL
+$716.4K
8,801
建仓
—
SAPIENS INTL CORP N V
+$714.8K
24,436
清仓
KFY
KORN FERRY
-$691.3K
0
-100%
建仓
MGRC
MCGRATH RENTCORP
+$688.5K
5,937
清仓
WPC
WP CAREY INC
-$681.7K
0
-100%
增持
EMXC
ISHARES INC
+$672.1K
56,825
+7%
清仓
FLO
FLOWERS FOODS INC
-$665.8K
0
-100%
建仓
—
SUPER GROUP SGHC LIMITED
+$664.5K
60,577
建仓
EXPO
EXPONENT INC
+$654.1K
8,756
清仓
GNTX
GENTEX CORP
-$654.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$643.4K
1,919
+249%
清仓
OVV
OVINTIV INC
-$643.0K
0
-100%
建仓
—
TEEKAY TANKERS LTD
+$640.7K
15,357
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$639.5K
17,405
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$635.7K
10,407
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$633.7K
2,837
+260%
清仓
BBW
BUILD-A-BEAR WORKSHOP INC
-$625.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$620.5K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$619.0K
0
-100%
清仓
SM
SM ENERGY CO
-$612.7K
0
-100%
清仓
—
SCORPIO TANKERS INC
-$608.0K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$602.9K
3,199
清仓
TTC
TORO CO
-$596.8K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$577.0K
5,703
建仓
EBAY
EBAY INC.
+$573.9K
7,707
建仓
MTDR
MATADOR RES CO
+$564.3K
11,826
减持
EXR
EXTRA SPACE STORAGE INC
-$553.9K
4,158
-47%
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$549.2K
0
-100%
建仓
VIRT
VIRTU FINL INC
+$549.1K
12,258
建仓
OSPN
ONESPAN INC
+$542.4K
32,500
清仓
—
ARCH CAP GROUP LTD
-$541.0K
0
-100%
建仓
LOPE
GRAND CANYON ED INC
+$539.2K
2,853
建仓
LW
LAMB WESTON HLDGS INC
+$529.4K
10,211
清仓
HON
HONEYWELL INTL INC
-$520.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$511.2K
10,853
-0%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$510.0K
30,665
建仓
SPG
SIMON PPTY GROUP INC NEW
+$501.8K
3,121
减持
V
VISA INC
-$498.4K
749
-66%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$494.9K
6,343
清仓
AVY
AVERY DENNISON CORP
-$492.5K
0
-100%
减持
IVW
ISHARES TR
+$487.1K
49,245
-7%
清仓
STZ
CONSTELLATION BRANDS INC
-$483.6K
0
-100%
清仓
PHM
PULTE GROUP INC
-$483.2K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL
-$476.7K
0
-100%
清仓
CPAY
CORPAY INC
-$476.4K
0
-100%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$469.1K
48,764
清仓
APOG
APOGEE ENTERPRISES INC
-$468.1K
0
-100%
清仓
—
TOPBUILD CORP
-$460.2K
0
-100%
增持
HD
HOME DEPOT INC
+$454.2K
2,853
+77%
增持
NVDA
NVIDIA CORPORATION
+$447.0K
7,592
+9%
清仓
TGT
TARGET CORP
-$445.8K
0
-100%
减持
DGRO
ISHARES TR
-$436.6K
28,133
-22%
清仓
CLX
CLOROX CO DEL
-$436.0K
0
-100%
增持
NFLX
NETFLIX INC
+$434.6K
500
+98%
清仓
ENVA
ENOVA INTL INC
-$430.3K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$428.4K
1,971
建仓
MLI
MUELLER INDS INC
+$428.2K
5,388
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$425.2K
3,264
-26%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$419.1K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$409.7K
2,238
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$409.7K
3,934
建仓
FTNT
FORTINET INC
+$405.3K
3,834
建仓
XLE
SELECT SECTOR SPDR TR
+$401.1K
4,730
减持
AOA
ISHARES TR
-$400.1K
7,688
-44%
清仓
KTB
KONTOOR BRANDS INC
-$378.9K
0
-100%
减持
NTAP
NETAPP INC
-$376.2K
4,123
-56%
增持
C
CITIGROUP INC
+$365.8K
11,077
+36%
建仓
PRDO
PERDOCEO ED CORP
+$363.3K
11,113
清仓
SCHG
SCHWAB STRATEGIC TR
-$358.9K
0
-100%
增持
SMTH
ALPS ETF TR
+$355.1K
337,518
+4%
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$349.6K
0
-100%
建仓
FISV
FISERV INC
+$345.0K
2,001
清仓
ANF
ABERCROMBIE & FITCH CO
-$337.2K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$335.5K
1,577
建仓
YOU
CLEAR SECURE INC
+$327.9K
11,812
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$327.0K
2,399
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$323.8K
7,395
建仓
WRB
BERKLEY W R CORP
+$322.7K
4,392
增持
PGR
PROGRESSIVE CORP
+$322.4K
2,627
+96%
增持
TDW
TIDEWATER INC NEW
+$319.3K
12,183
+112%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$317.1K
1,364
清仓
SPSC
SPS COMM INC
-$314.6K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$312.9K
1,798
+112%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$312.3K
70,810
+1%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$301.1K
0
-100%
建仓
ORCL
ORACLE CORP
+$298.1K
1,364
建仓
PCTY
PAYLOCITY HLDG CORP
+$297.2K
1,640
增持
NEU
NEWMARKET CORP
+$296.1K
1,409
+18%
建仓
ATEN
A10 NETWORKS INC
+$295.8K
15,285
清仓
MANH
MANHATTAN ASSOCIATES INC
-$292.6K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$291.5K
0
-100%
减持
AAPL
APPLE INC
-$288.8K
12,635
-3%
增持
NMIH
NMI HLDGS INC
+$288.4K
14,499
+62%
建仓
DOCS
DOXIMITY INC
+$286.0K
4,662
清仓
CORT
CORCEPT THERAPEUTICS INC
-$285.3K
0
-100%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$284.2K
1,371
清仓
CRM
SALESFORCE INC
-$282.6K
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$280.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$280.4K
5,966
-16%
清仓
INGR
INGREDION INC
-$278.7K
0
-100%
清仓
GWW
GRAINGER W W INC
-$278.7K
0
-100%
减持
LNTH
LANTHEUS HLDGS INC
-$277.3K
4,071
-35%
建仓
UAL
UNITED AIRLS HLDGS INC
+$277.0K
3,479
建仓
EXPE
EXPEDIA GROUP INC
+$273.8K
1,623
清仓
WAT
WATERS CORP
-$271.3K
0
-100%
减持
DGRW
WISDOMTREE TR
-$270.0K
4,387
-45%
增持
ILF
ISHARES TR
+$267.4K
78,858
+3%
清仓
LPX
LOUISIANA PAC CORP
-$267.3K
0
-100%
建仓
QLYS
QUALYS INC
+$264.7K
1,853
增持
XLK
SELECT SECTOR SPDR TR
+$264.1K
2,454
+42%
清仓
TJX
TJX COS INC NEW
-$263.2K
0
-100%
建仓
RSG
REPUBLIC SVCS INC
+$261.7K
1,061
建仓
FFIV
F5 INC
+$261.4K
888
建仓
TSLA
TESLA INC
+$260.4K
820
建仓
VRSK
VERISK ANALYTICS INC
+$260.1K
835
清仓
COLL
COLLEGIUM PHARMACEUTICAL INC
-$260.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$258.9K
11,349
-16%
增持
KLAC
KLA CORP
+$257.1K
591
+47%
建仓
VRT
VERTIV HOLDINGS CO
+$256.8K
2,000
建仓
ROL
ROLLINS INC
+$256.4K
4,544
清仓
—
ALLEGION PLC
-$255.8K
0
-100%
建仓
BMI
BADGER METER INC
+$254.5K
1,039
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$253.5K
1,043
增持
GD
GENERAL DYNAMICS CORP
+$253.0K
2,796
+36%
建仓
COKE
COCA COLA CONS INC
+$252.4K
2,261
建仓
GMED
GLOBUS MED INC
+$252.3K
4,274
建仓
DPZ
DOMINOS PIZZA INC
+$250.7K
556
建仓
PRI
PRIMERICA INC
+$249.0K
910
减持
PSA
PUBLIC STORAGE OPER CO
-$247.8K
932
-46%
建仓
—
UNITI GROUP INC
+$245.2K
56,767
清仓
OFG
OFG BANCORP
-$243.6K
0
-100%
建仓
PRG
PROG HOLDINGS INC
+$243.2K
8,287
建仓
BRC
BRADY CORP
+$242.5K
3,567
减持
CAT
CATERPILLAR INC
-$242.4K
534
-61%
减持
IWF
ISHARES TR
+$241.0K
4,000
-1%
建仓
TYL
TYLER TECHNOLOGIES INC
+$240.7K
406
建仓
BNTX
BIONTECH SE
+$239.6K
2,250
建仓
VRRM
VERRA MOBILITY CORP
+$239.5K
9,434
