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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 33
减持 84
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
XLK
SELECT SECTOR SPDR TR
+$3.1M
25,965
+968%
建仓
XRPC
CANARY XRP ETF
+$2.6M
131,781
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$2.5M
0
-100%
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
XLI
SELECT SECTOR SPDR TR
+$2.1M
16,774
+371%
增持
XLY
SELECT SECTOR SPDR TR
+$1.9M
20,073
+945%
清仓
ETHA
ISHARES ETHEREUM TR
-$1.5M
0
-100%
增持
EFA
ISHARES TR
+$1.4M
20,827
+207%
建仓
XLP
SELECT SECTOR SPDR TR
+$1.3M
16,294
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
31,186
+275%
增持
EEM
ISHARES TR
+$1.2M
25,763
+479%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.2M
76,854
增持
XLE
SELECT SECTOR SPDR TR
+$874.5K
28,492
+537%
增持
SMTH
ALPS ETF TR
+$761.9K
374,399
+9%
减持
MCHI
ISHARES TR
-$723.8K
31,654
-21%
减持
VOO
VANGUARD INDEX FDS
-$695.0K
4,635
-21%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$635.7K
121,330
+11%
减持
HRB
BLOCK H & R INC
-$634.0K
18,435
-35%
建仓
—
TOTALENERGIES SE
+$597.9K
9,140
清仓
—
UNILEVER PLC
-$597.4K
0
-100%
建仓
XLRE
SELECT SECTOR SPDR TR
+$571.8K
14,170
建仓
XLC
SELECT SECTOR SPDR TR
+$565.2K
4,801
清仓
—
TOTALENERGIES SE
-$556.4K
0
-100%
建仓
HYD
VANECK ETF TRUST
+$543.5K
10,632
增持
LLY
ELI LILLY & CO
+$530.7K
1,555
+4%
建仓
UL
UNILEVER PLC
+$453.0K
6,926
减持
FPE
FIRST TR EXCH TRADED FD III
-$449.8K
132,334
-16%
建仓
PFF
ISHARES TR
+$419.0K
13,534
增持
EMGF
ISHARES INC
+$416.3K
16,191
+76%
清仓
BOND
PIMCO ETF TR
-$408.2K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$403.6K
4,525
+112%
减持
CRC
CALIFORNIA RES CORP
-$384.6K
13,814
-27%
建仓
IWM
ISHARES TR
+$370.5K
1,505
清仓
SFM
SPROUTS FMRS MKT INC
-$356.1K
0
-100%
建仓
—
GRAYSCALE COINDESK CRYPTO
+$351.6K
8,509
增持
INTF
ISHARES TR
+$343.7K
38,971
+24%
减持
LOPE
GRAND CANYON ED INC
-$339.6K
1,484
-44%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$339.3K
4,391
-38%
减持
OSPN
ONESPAN INC
-$335.6K
38,519
-26%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$334.7K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$333.8K
3,061
-20%
减持
PGR
PROGRESSIVE CORP
-$330.9K
2,004
-37%
增持
EMXC
ISHARES INC
+$323.8K
61,195
+0%
减持
BBWI
BATH & BODY WORKS INC
-$315.8K
19,666
-29%
增持
NOW
SERVICENOW INC
-$314.3K
2,431
+226%
减持
TUR
ISHARES INC
-$312.9K
31,144
-23%
减持
PEP
PEPSICO INC
+$312.2K
102,738
-0%
清仓
FTDR
FRONTDOOR INC
-$310.4K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$307.7K
10,004
-27%
增持
GOOGL
ALPHABET INC
+$295.9K
4,094
+1%
减持
V
VISA INC
-$292.7K
3,346
-22%
减持
SE
SEA LTD
-$292.6K
2,635
-25%
减持
ANET
ARISTA NETWORKS INC
-$285.6K
5,786
-19%
清仓
—
ROYAL CARIBBEAN GROUP
-$283.3K
0
-100%
减持
CUBE
CUBESMART
-$281.5K
20,144
-19%
清仓
CBT
CABOT CORP
-$277.0K
0
-100%
减持
CALM
CAL MAINE FOODS INC
-$276.5K
4,968
-30%
减持
GDDY
GODADDY INC
-$273.7K
3,117
-35%
清仓
LMT
LOCKHEED MARTIN CORP
-$268.1K
0
-100%
减持
ENVA
ENOVA INTL INC
+$267.5K
6,445
-1%
减持
KSA
ISHARES TR
-$267.2K
28,554
-11%
建仓
HYMB
SPDR SERIES TRUST
+$264.0K
10,586
减持
RELX
RELX PLC
-$262.6K
11,623
-24%
减持
CF
CF INDS HLDGS INC
-$255.3K
8,426
-17%
减持
NVO
NOVO-NORDISK A S
-$255.1K
8,970
-30%
清仓
VRSK
VERISK ANALYTICS INC
-$254.4K
0
-100%
减持
PRG
PROG HOLDINGS INC
-$250.9K
10,362
-40%
建仓
SRLN
SSGA ACTIVE ETF TR
+$250.0K
6,057
减持
LII
LENNOX INTL INC
-$249.7K
906
-30%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$248.4K
10,002
-35%
清仓
CHE
CHEMED CORP NEW
-$247.2K
0
-100%
减持
TELFY
TELEFONICA S A
-$246.7K
85,449
-27%
减持
PCTY
PAYLOCITY HLDG CORP
-$243.7K
1,481
-50%
减持
RSG
REPUBLIC SVCS INC
-$241.3K
1,017
-49%
减持
CNK
CINEMARK HLDGS INC
-$237.5K
9,265
-43%
建仓
TSLA
TESLA INC
+$237.4K
528
减持
EME
EMCOR GROUP INC
-$236.7K
816
-28%
减持
HALO
HALOZYME THERAPEUTICS INC
-$233.9K
6,447
-29%
减持
EQNR
EQUINOR ASA
-$233.1K
19,180
-32%
清仓
VRRM
VERRA MOBILITY CORP
-$229.4K
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$226.4K
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$225.4K
1,253
-27%
减持
CLX
CLOROX CO DEL
-$224.1K
3,706
-24%
增持
XLB
SELECT SECTOR SPDR TR
+$221.8K
12,471
+225%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$221.6K
0
-100%
减持
CARG
CARGURUS INC
-$219.0K
9,732
-39%
增持
IVE
ISHARES TR
+$218.6K
4,032
+31%
减持
VIRT
VIRTU FINL INC
-$218.5K
7,958
-42%
减持
DOCU
DOCUSIGN INC
-$211.9K
3,818
-42%
增持
MGV
VANGUARD WORLD FD
+$210.3K
3,671
+64%
减持
GFF
GRIFFON CORP
-$209.8K
6,800
-27%
减持
MGRC
MCGRATH RENTCORP
-$209.0K
4,026
-25%
清仓
EEFT
EURONET WORLDWIDE INC
-$208.6K
0
-100%
减持
FLS
FLOWSERVE CORP
+$207.7K
13,260
-1%
减持
MTUM
ISHARES TR
-$205.2K
6,186
-10%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$205.1K
0
-100%
减持
HNI
HNI CORP
-$204.7K
15,282
-15%
减持
UAE
ISHARES TR
-$204.1K
31,034
-26%
建仓
ITOT
ISHARES TR
+$204.0K
1,372
减持
PG
PROCTER AND GAMBLE CO
-$201.5K
3,290
-25%
减持
TDW
TIDEWATER INC NEW
-$201.1K
6,813
-33%
减持
MA
MASTERCARD INCORPORATED
-$199.6K
784
-31%
减持
BBW
BUILD-A-BEAR WORKSHOP INC
-$199.4K
11,383
-17%
减持
KMT
KENNAMETAL INC
+$197.3K
27,029
-1%
增持
IVV
ISHARES TR
+$195.7K
4,540
+4%
减持
AZZ
AZZ INC
-$194.8K
2,059
-46%
减持
CDW
CDW CORP
-$194.3K
2,627
-24%
减持
MTDR
MATADOR RES CO
-$188.6K
11,291
-24%
减持
STM
STMICROELECTRONICS N V
-$187.1K
11,231
-34%
减持
TTD
THE TRADE DESK INC
-$185.6K
7,759
-21%
减持
DLR
DIGITAL RLTY TR INC
-$184.1K
3,738
-15%
减持
CPAY
CORPAY INC
-$182.2K
707
-48%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$181.6K
43,996
+0%
减持
SAP
SAP SE
-$180.1K
1,887
-21%
减持
NOK
NOKIA CORP
+$179.1K
108,484
-0%
减持
TNET
TRINET GROUP INC
-$176.6K
6,757
-22%
减持
DEO
DIAGEO PLC
-$174.1K
2,674
-37%
增持
IVW
ISHARES TR
+$174.0K
51,554
+1%
减持
GBX
GREENBRIER COS INC
-$173.8K
10,181
-28%
减持
AAPL
APPLE INC
+$173.6K
12,405
-1%
减持
ABNB
AIRBNB INC
-$172.5K
1,866
-47%
减持
DLB
DOLBY LABORATORIES INC
-$169.8K
5,980
-22%
增持
NWG
NATWEST GROUP PLC
+$168.3K
50,021
+0%
减持
ADT
ADT INC DEL
-$164.8K
85,425
-13%
增持
DGRO
ISHARES TR
+$163.6K
32,160
+6%
减持
—
AMDOCS LTD
-$163.1K
6,599
-22%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$161.7K
84,863
+4%
减持
MGY
MAGNOLIA OIL & GAS CORP
-$161.4K
27,700
-14%
增持
AOR
ISHARES TR
+$160.7K
19,563
+13%
减持
PKG
PACKAGING CORP AMER
-$155.5K
3,929
-11%
增持
MT
ARCELORMITTAL SA LUXEMBOURG
+$154.8K
16,341
+0%
减持
RYAAY
RYANAIR HOLDINGS PLC
+$152.1K
12,899
-0%
减持
BCS
BARCLAYS PLC
+$150.9K
31,973
-0%
减持
HON
HONEYWELL INTL INC
-$148.5K
2,226
-20%
减持
META
META PLATFORMS INC
-$147.9K
1,725
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$146.7K
3,715
+5%
减持
OVV
OVINTIV INC
-$145.6K
16,895
-16%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$143.6K
15,690
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$140.0K
9,660
-2%
增持
NFLX
NETFLIX INC
-$138.5K
3,961
+832%
增持
JVAL
J P MORGAN EXCHANGE TRADED F
+$138.2K
39,454
+4%
减持
LNTH
LANTHEUS HLDGS INC
+$137.3K
12,381
-8%
增持
VTI
VANGUARD INDEX FDS
+$137.1K
11,701
+1%
减持
SCCO
SOUTHERN COPPER CORP
+$136.8K
6,451
-1%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$136.0K
13,332
+10%
减持
WPC
WP CAREY INC
-$134.9K
9,329
-14%
减持
MLI
MUELLER INDS INC
+$133.8K
9,834
-0%
减持
CRM
SALESFORCE INC
-$128.8K
2,477
-25%
减持
XPEL
XPEL INC
+$128.4K
7,748
-1%
减持
HMC
HONDA MOTOR LTD
-$124.2K
12,314
-22%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$123.9K
16,064
+18%
