13F 机构持仓

Gallagher Fiduciary Advisors, LLC

ROLLING MEADOWS IL · SEC CIK 0001527781

2026Q22026Q1 更早 9 个季度 🔒
$825.10亿2026Q1 申报市值
340持仓数
93.4%前十大占比 · 第一大 59.5%
22 / 7新建仓 / 清仓
申报市值走势$30.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 59.5%
SPY 12.3%
VCLT 5.6%
LQD 4.3%
IGLB 3.8%
SCHB 2.1%
CORP 1.6%
MCD 1.6%
VYM 1.6%
VEA 0.9%

2026Q1 买入最多 按季末市值估算

VTI 加仓+$489.48亿
SPY 加仓+$101.20亿
VCLT 加仓+$45.34亿
LQD 加仓+$35.19亿
IGLB 加仓+$30.74亿

2026Q1 卖出最多 按季末市值估算

MCD 减仓-$3,115.61万
PCG 减仓-$1,616.13万
DAL 减仓-$1,344.51万
BND 减仓-$299.86万
VIOV 减仓-$271.96万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
FCX FREEPORT MCMORAN INC $25.11万0.00%4,271 330.8% $1,940 加仓
IAU ISHARES GOLD TR $24.97万0.00%2,833 612.2% $5,377 加仓
CLS CELESTICA INC $24.87万0.00%883 414.9% $1.15万 加仓
DHR DANAHER CORP DEL $24.53万0.00%1,294 877.2% $1.65万 加仓
IJS ISHARES TR $24.31万0.00%2,052 40.2% $474 加仓
CORO BLACKROCK ETF TRUST $24.23万0.00%7,537 7,537— $24.23万 新建仓
ACWX ISHARES TR $24.22万0.00%3,538 3,538— $24.22万 新建仓
AXP AMERICAN EXPRESS CO $24.14万0.00%798 81.0% $2,420 加仓
FICO FAIR ISAAC CORP $24.02万0.00%225 00.0% — 不变
— INNOVATOR ETFS TRUST $23.95万0.00%11,659 00.0% — 不变
NOBL PROSHARES TR $23.93万0.00%2,257 00.0% — 不变
FEBW AIM ETF PRODUCTS TRUST $23.69万0.00%7,075 00.0% — 不变
— INNOVATOR ETFS TRUST $23.64万0.00%6,009 00.0% — 不变
IJR ISHARES TR $23.23万0.00%1,869 341.9% $4,226 加仓
WD WALKER & DUNLOP INC $23.20万0.00%5,228 -416-7.4% -$1.85万 减仓
— FIRST TR EXCHNG TRADED FD VI $23.16万0.00%7,315 -700-8.7% -$2.22万 减仓
ARCC ARES CAPITAL CORP $22.83万0.00%12,667 3342.7% $6,019 加仓
GDEC FIRST TR EXCHNG TRADED FD VI $22.70万0.00%6,132 -18,776-75.4% -$69.51万 减仓
MQ MARQETA INC $22.58万0.00%55,346 -5,621-9.2% -$2.29万 减仓
— FIRST TR EXCHNG TRADED FD VI $22.55万0.00%6,933 00.0% — 不变
BG BUNGE GLOBAL SA $22.37万0.00%1,758 1,758— $22.37万 新建仓
Q QNITY ELECTRONICS INC $22.30万0.00%1,933 1,933— $22.30万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $22.23万0.00%2,746 271.0% $2,186 加仓
FVD FIRST TR EXCHANGE-TRADED FD $22.10万0.00%4,699 10.0% $47 加仓
VSAT VIASAT INC $21.91万0.00%4,783 4,783— $21.91万 新建仓
IDEF BLACKROCK ETF TRUST $21.80万0.00%6,663 6,663— $21.80万 新建仓
NEOG NEOGEN CORP $21.71万0.00%23,370 -1,200-4.9% -$1.11万 减仓
BXC BLUELINX HLDGS INC $21.66万0.00%3,998 3,998— $21.66万 新建仓
SWK STANLEY BLACK & DECKER INC $21.61万0.00%3,041 130.4% $924 加仓
TROW PRICE T ROWE GROUP INC $21.16万0.00%2,348 -32-1.3% -$2,884 减仓
AVGO BROADCOM INC $21.14万0.00%683 446.9% $1.36万 加仓
XLP SELECT SECTOR SPDR TR $20.76万0.00%2,532 2,532— $20.76万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $20.52万0.00%607 607— $20.52万 新建仓
BABA ALIBABA GROUP HLDG LTD $20.50万0.00%1,634 00.0% — 不变
— INNOVATOR ETFS TRUST $20.37万0.00%7,569 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $20.37万0.00%6,235 -645-9.4% -$2.11万 减仓
GT GOODYEAR TIRE & RUBR CO $18.85万0.00%28,427 -815-2.8% -$5,403 减仓
NTLA INTELLIA THERAPEUTICS INC $14.94万0.00%11,651 11,651— $14.94万 新建仓
CMTG CLAROS MTG TR INC $8.31万0.00%34,936 -735-2.1% -$1,749 减仓
PTON PELOTON INTERACTIVE INC $5.10万0.00%11,891 11,891— $5.10万 新建仓
OEF ISHARES TR $00.00%0 -2,655-100.0% -$91.06万 清仓
FAUG FIRST TR EXCHNG TRADED FD VI $00.00%0 -15,491-100.0% -$82.03万 清仓
FJUL FIRST TR EXCHNG TRADED FD VI $00.00%0 -13,625-100.0% -$76.19万 清仓
AVEM AMERICAN CENTY ETF TR $00.00%0 -5,109-100.0% -$39.35万 清仓
IWD ISHARES TR $00.00%0 —— — 申报中断
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
BLK BLACKROCK INC $00.00%0 -202-100.0% -$21.58万 清仓
— ALIGHT INC $00.00%0 -50,366-100.0% -$9.82万 清仓
PACB PACIFIC BIOSCIENCES CALIF IN $00.00%0 -23,486-100.0% -$4.39万 清仓