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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 63
增持 35
减持 9
清仓 43
方向
标的
Δ市值
现股数(环比)
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$2.5M
49,501
减持
MTUM
ISHARES TR
-$2.2M
6,838
-58%
建仓
ETHA
ISHARES ETHEREUM TR
+$1.5M
47,667
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
V
VISA INC
+$1.2M
4,295
+473%
清仓
GEN
GEN DIGITAL INC
-$1.2M
0
-100%
建仓
INTF
ISHARES TR
+$1.1M
31,397
建仓
SGOV
ISHARES TR
+$1.1M
11,093
建仓
CRC
CALIFORNIA RES CORP
+$1.0M
18,847
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$974.8K
4,214
+480%
清仓
NEU
NEWMARKET CORP
-$973.6K
0
-100%
增持
HRB
BLOCK H & R INC
+$970.8K
28,425
+234%
建仓
BBW
BUILD-A-BEAR WORKSHOP INC
+$896.8K
13,753
增持
MCHI
ISHARES TR
+$896.5K
39,868
+27%
建仓
HNI
HNI CORP
+$847.1K
18,082
建仓
AMP
AMERIPRISE FINL INC
+$839.9K
1,710
清仓
EOG
EOG RES INC
-$839.2K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$815.4K
0
-100%
建仓
OVV
OVINTIV INC
+$807.7K
20,003
建仓
UAE
ISHARES TR
+$797.4K
42,215
建仓
CSCO
CISCO SYS INC
+$785.5K
11,481
建仓
CRM
SALESFORCE INC
+$785.1K
3,313
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$767.8K
32,165
建仓
TRGP
TARGA RES CORP
+$766.0K
4,572
建仓
SLB
SCHLUMBERGER LTD
+$763.8K
22,223
建仓
DLR
DIGITAL RLTY TR INC
+$762.5K
4,410
增持
IVW
ISHARES TR
+$758.6K
51,197
+4%
建仓
ENVA
ENOVA INTL INC
+$745.6K
6,479
建仓
KR
KROGER CO
+$735.7K
10,914
建仓
WPC
WP CAREY INC
+$735.3K
10,882
清仓
SYY
SYSCO CORP
-$729.7K
0
-100%
清仓
SCI
SERVICE CORP INTL
-$716.4K
0
-100%
清仓
—
SAPIENS INTL CORP N V
-$714.8K
0
-100%
建仓
FLS
FLOWSERVE CORP
+$712.3K
13,404
建仓
—
AMDOCS LTD
+$694.3K
8,462
建仓
LII
LENNOX INTL INC
+$689.4K
1,302
建仓
NOW
SERVICENOW INC
+$686.7K
746
清仓
KFRC
KFORCE INC
-$683.7K
0
-100%
清仓
EZA
ISHARES INC
-$676.2K
0
-100%
减持
C
CITIGROUP INC
-$669.1K
2,698
-76%
清仓
—
SUPER GROUP SGHC LIMITED
-$664.5K
0
-100%
增持
ILF
ISHARES TR
+$663.5K
94,508
+20%
清仓
EXPO
EXPONENT INC
-$654.1K
0
-100%
建仓
GBX
GREENBRIER COS INC
+$649.7K
14,072
清仓
—
TEEKAY TANKERS LTD
-$640.7K
0
-100%
减持
WSM
WILLIAMS SONOMA INC
-$637.0K
1,813
-70%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$635.7K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$620.8K
537
-72%
清仓
NMIH
NMI HLDGS INC
-$611.7K
0
-100%
减持
AAPL
APPLE INC
+$606.6K
12,563
-1%
建仓
CLX
CLOROX CO DEL
+$597.8K
4,848
建仓
ROK
ROCKWELL AUTOMATION INC
+$593.9K
1,699
清仓
MSI
MOTOROLA SOLUTIONS INC
-$593.0K
0
-100%
建仓
CARG
CARGURUS INC
+$592.2K
15,907
建仓
—
GENPACT LIMITED
+$588.5K
14,049
建仓
HON
HONEYWELL INTL INC
+$582.7K
2,768
建仓
TNET
TRINET GROUP INC
+$576.1K
8,613
清仓
EBAY
EBAY INC.
-$573.9K
0
-100%
建仓
KMT
KENNAMETAL INC
+$570.6K
27,264
增持
MLI
MUELLER INDS INC
+$566.9K
9,842
+83%
清仓
KMB
KIMBERLY-CLARK CORP
-$562.2K
0
-100%
减持
HD
HOME DEPOT INC
-$557.8K
1,205
-58%
建仓
DLB
DOLBY LABORATORIES INC
+$553.8K
7,653
建仓
CDW
CDW CORP
+$552.1K
3,466
增持
EMXC
ISHARES INC
+$535.9K
61,084
+7%
清仓
LW
LAMB WESTON HLDGS INC
-$529.4K
0
-100%
建仓
PLMR
PALOMAR HLDGS INC
+$527.0K
4,514
清仓
GIS
GENERAL MLS INC
-$524.3K
0
-100%
建仓
TGT
TARGET CORP
+$521.2K
5,810
建仓
EMGF
ISHARES INC
+$520.4K
9,197
增持
LLY
ELI LILLY & CO
+$519.3K
1,494
+88%
清仓
HAL
HALLIBURTON CO
-$517.9K
0
-100%
清仓
COLD
AMERICOLD REALTY TRUST INC
-$510.0K
0
-100%
增持
KSA
ISHARES TR
+$508.5K
32,204
+55%
减持
—
CSG SYS INTL INC
-$508.4K
4,214
-65%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$501.8K
0
-100%
增持
BBWI
BATH & BODY WORKS INC
+$484.8K
27,590
+266%
建仓
TTD
THE TRADE DESK INC
+$480.2K
9,797
清仓
ACIW
ACI WORLDWIDE INC
-$475.7K
0
-100%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$469.1K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$459.2K
81,441
+12%
建仓
CNK
CINEMARK HLDGS INC
+$452.8K
16,161
清仓
EA
ELECTRONIC ARTS INC
-$442.4K
0
-100%
建仓
ABNB
AIRBNB INC
+$425.6K
3,506
建仓
BSX
BOSTON SCIENTIFIC CORP
+$420.4K
4,306
建仓
CHDN
CHURCHILL DOWNS INC
+$419.3K
4,322
建仓
AZZ
AZZ INC
+$415.5K
3,808
增持
FTNT
FORTINET INC
+$415.3K
9,760
+155%
减持
CBT
CABOT CORP
-$413.7K
3,642
-60%
增持
GDDY
GODADDY INC
+$409.0K
4,827
+246%
增持
ANET
ARISTA NETWORKS INC
+$401.9K
7,163
+14%
建仓
CPAY
CORPAY INC
+$394.8K
1,371
增持
GFF
GRIFFON CORP
+$368.9K
9,332
+98%
建仓
RL
RALPH LAUREN CORP
+$363.1K
1,158
增持
PKG
PACKAGING CORP AMER
+$363.0K
4,432
+39%
清仓
VST
VISTRA CORP
-$356.4K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$356.1K
3,273
清仓
ARGX
ARGENX SE
-$353.9K
0
-100%
增持
LNTH
LANTHEUS HLDGS INC
+$353.4K
13,388
+229%
增持
HALO
HALOZYME THERAPEUTICS INC
+$353.2K
9,106
+51%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$349.1K
15,283
+107%
清仓
FISV
FISERV INC
-$345.0K
0
-100%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$342.5K
34,441
+122%
增持
FPE
FIRST TR EXCH TRADED FD III
+$342.2K
156,847
+11%
增持
VTI
VANGUARD INDEX FDS
+$336.5K
11,536
+2%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$334.7K
1,633
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$332.2K
4,935
清仓
YOU
CLEAR SECURE INC
-$327.9K
0
-100%
增持
FICO
FAIR ISAAC CORP
+$327.0K
481
+124%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$327.0K
835
清仓
SNN
SMITH & NEPHEW PLC
-$325.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$323.4K
8,162
+8%
建仓
PANW
PALO ALTO NETWORKS INC
+$323.1K
1,587
增持
GOOGL
ALPHABET INC
+$323.1K
4,054
+8%
清仓
WRB
BERKLEY W R CORP
-$322.7K
0
-100%
建仓
OII
OCEANEERING INTL INC
+$318.1K
12,836
增持
—
ASML HOLDING N V
+$314.8K
708
+53%
建仓
CNX
CNX RES CORP
+$314.0K
9,777
增持
PRG
PROG HOLDINGS INC
+$313.2K
17,196
+108%
建仓
FTDR
FRONTDOOR INC
+$310.4K
4,612
清仓
CRVL
CORVEL CORP
-$308.2K
0
-100%
建仓
MGV
VANGUARD WORLD FD
+$308.0K
2,236
增持
GMAB
GENMAB A/S
+$306.3K
21,671
+25%
建仓
HWM
HOWMET AEROSPACE INC
+$305.0K
1,554
建仓
WAB
WABTEC
+$304.3K
1,518
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$300.0K
7,101
+81%
建仓
—
TRANE TECHNOLOGIES PLC
+$297.8K
706
建仓
NRG
NRG ENERGY INC
+$296.7K
1,832
建仓
ISRG
INTUITIVE SURGICAL INC
+$290.0K
648
清仓
IBP
INSTALLED BLDG PRODS INC
-$289.3K
0
-100%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$287.9K
8,444
+37%
增持
OSPN
ONESPAN INC
+$287.7K
52,243
+61%
清仓
DOCS
DOXIMITY INC
-$286.0K
0
-100%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$284.2K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$283.3K
876
清仓
MO
ALTRIA GROUP INC
-$279.4K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$277.0K
0
-100%
减持
KNSL
KINSALE CAP GROUP INC
-$275.0K
532
-49%
清仓
EXPE
EXPEDIA GROUP INC
-$273.8K
0
-100%
增持
SMTH
ALPS ETF TR
+$273.8K
343,986
+2%
清仓
PSA
PUBLIC STORAGE OPER CO
-$273.6K
0
-100%
清仓
ADBE
ADOBE INC
-$271.6K
0
-100%
增持
MSFT
MICROSOFT CORP
+$271.3K
2,927
+17%
建仓
—
SEALED AIR CORP NEW
+$270.2K
7,643
增持
DGRO
ISHARES TR
+$270.1K
30,390
+8%
清仓
FHI
FEDERATED HERMES INC
-$267.0K
0
-100%
清仓
RMD
RESMED INC
-$266.2K
0
-100%
建仓
PEGA
PEGASYSTEMS INC
+$265.1K
4,610
建仓
PTC
PTC INC
+$263.5K
1,298
清仓
TSLA
TESLA INC
-$260.4K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$259.4K
6,620
