Gilman Hill Asset Management, LLC
NEW CANAAN CT · SEC CIK 0001551969
$7.31亿2026Q2 申报市值
236持仓数
17.1%前十大占比 · 第一大 1.9%
18 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CMCSA 新建仓+$1,180.65万
NEXTERA ENERGY I 新建仓+$1,061.63万
CWEN 加仓+$918.17万
KVUE 新建仓+$489.61万
AMT 重新持有+$304.20万
2026Q2 卖出最多 按季末市值估算
CLEARWAY ENERGY 清仓-$1,210.66万
LYB 清仓-$563.99万
MTRN 减仓-$350.92万
CAG 减仓-$288.00万
PSTL 减仓-$268.94万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMH | AMERICAN HOMES 4 RENT | $56.98万 | 0.08% | 17,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.14万 | 0.08% | 775 | -250 | -24.4% | -$19.08万 | 减仓 |
| BX | BLACKSTONE INC | $59.31万 | 0.08% | 5,040 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $59.59万 | 0.08% | 3,128 | -46 | -1.4% | -$8,763 | 减仓 |
| HYS | PIMCO ETF TR | $60.79万 | 0.08% | 6,500 | 250 | 4.0% | $2.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.87万 | 0.08% | 536 | 536 | — | $61.87万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $62.23万 | 0.09% | 14,708 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $62.55万 | 0.09% | 4,502 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $63.43万 | 0.09% | 12,250 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $64.28万 | 0.09% | 9,694 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $64.39万 | 0.09% | 8,350 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.39万 | 0.09% | 1,993 | 93 | 4.9% | $3.19万 | 加仓 |
| ADC | AGREE RLTY CORP | $69.42万 | 0.09% | 9,165 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $69.69万 | 0.10% | 2,310 | -400 | -14.8% | -$12.07万 | 减仓 |
| LAZ | LAZARD INC | $72.24万 | 0.10% | 17,225 | 500 | 3.0% | $2.10万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $72.80万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $73.72万 | 0.10% | 1,730 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $73.98万 | 0.10% | 2,720 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $75.27万 | 0.10% | 5,075 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $76.99万 | 0.11% | 32,470 | -2,110 | -6.1% | -$5.00万 | 减仓 |
| KO | COCA COLA CO | $77.67万 | 0.11% | 9,557 | 54 | 0.6% | $4,389 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.64万 | 0.11% | 841 | 90 | 12.0% | $8.42万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $79.49万 | 0.11% | 9,057 | 108 | 1.2% | $9,479 | 加仓 |
| IVV | ISHARES TR | $79.76万 | 0.11% | 1,065 | -47 | -4.2% | -$3.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $79.87万 | 0.11% | 8,803 | -1,047 | -10.6% | -$9.50万 | 减仓 |
| MUNI | PIMCO ETF TR | $84.32万 | 0.12% | 16,031 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $92.66万 | 0.13% | 1,940 | 29 | 1.5% | $1.39万 | 加仓 |
| GLW | CORNING INC | $95.51万 | 0.13% | 3,739 | -470 | -11.2% | -$12.01万 | 减仓 |
| VGT | VANGUARD WORLD FD | $95.62万 | 0.13% | 8,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $95.89万 | 0.13% | 2,719 | -82 | -2.9% | -$2.89万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $98.67万 | 0.13% | 2,009 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $99.45万 | 0.14% | 5,538 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $99.46万 | 0.14% | 4,447 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $100.16万 | 0.14% | 23,841 | 23,841 | — | $100.16万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.73万 | 0.14% | 2,033 | 130 | 6.8% | $6.51万 | 加仓 |
| PLD | PROLOGIS INC. | $108.15万 | 0.15% | 7,983 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $110.22万 | 0.15% | 1,035 | -208 | -16.7% | -$22.15万 | 减仓 |
| AIN | ALBANY INTL CORP | $113.04万 | 0.15% | 15,174 | -324 | -2.1% | -$2.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $132.48万 | 0.18% | 9,035 | -472 | -5.0% | -$6.92万 | 减仓 |
| MRK | MERCK & CO INC | $134.38万 | 0.18% | 10,457 | -400 | -3.7% | -$5.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $136.65万 | 0.19% | 4,859 | -311 | -6.0% | -$8.75万 | 减仓 |
| DE | DEERE & CO | $142.79万 | 0.20% | 2,251 | -11 | -0.5% | -$6,978 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $147.32万 | 0.20% | 1,973 | 228 | 13.1% | $17.02万 | 加仓 |
| AVGO | BROADCOM INC | $149.35万 | 0.20% | 3,954 | -190 | -4.6% | -$7.18万 | 减仓 |
| WMT | WALMART INC | $149.49万 | 0.20% | 13,199 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $156.73万 | 0.21% | 7,366 | -140 | -1.9% | -$2.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $160.64万 | 0.22% | 28,193 | -172 | -0.6% | -$9,801 | 减仓 |
| CCI | CROWN CASTLE INC | $189.60万 | 0.26% | 25,036 | -897 | -3.5% | -$6.79万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $191.21万 | 0.26% | 50,855 | 4,170 | 8.9% | $15.68万 | 加仓 |
| LLY | ELI LILLY & CO | $192.59万 | 0.26% | 1,606 | 18 | 1.1% | $2.16万 | 加仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $196.51万 | 0.27% | 88,279 | 1,077 | 1.2% | $2.40万 | 加仓 |
| IWR | ISHARES TR | $225.28万 | 0.31% | 20,421 | -60 | -0.3% | -$6,619 | 减仓 |
| — | EXXON MOBIL CORP | $259.20万 | 0.35% | 18,958 | -224 | -1.2% | -$3.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $268.47万 | 0.37% | 8,202 | 458 | 5.9% | $14.99万 | 加仓 |
| AMZN | AMAZON COM INC | $269.92万 | 0.37% | 11,325 | -33 | -0.3% | -$7,865 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $289.82万 | 0.40% | 48,554 | 10,865 | 28.8% | $64.85万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $300.10万 | 0.41% | 64,414 | 3,050 | 5.0% | $14.21万 | 加仓 |
| GOOGL | ALPHABET INC | $300.55万 | 0.41% | 8,410 | -412 | -4.7% | -$14.72万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $310.03万 | 0.42% | 4,408 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $310.06万 | 0.42% | 37,022 | 1,390 | 3.9% | $11.64万 | 加仓 |
| WHR | WHIRLPOOL CORP | $314.24万 | 0.43% | 79,716 | -5,070 | -6.0% | -$19.99万 | 减仓 |
| EG | EVEREST GROUP LTD | $318.94万 | 0.44% | 8,928 | 183 | 2.1% | $6.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $324.90万 | 0.44% | 12,793 | -3,414 | -21.1% | -$86.70万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $326.17万 | 0.45% | 19,941 | 18,598 | 1,384.8% | $304.20万 | 重新持有 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $339.86万 | 0.46% | 50,349 | 1,790 | 3.7% | $12.08万 | 加仓 |
| ABBV | ABBVIE INC | $342.08万 | 0.47% | 13,594 | -810 | -5.6% | -$20.38万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $342.53万 | 0.47% | 254,482 | -213,966 | -45.7% | -$288.00万 | 减仓 |
| G | GENPACT LIMITED | $350.84万 | 0.48% | 127,578 | 5,276 | 4.3% | $14.51万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $405.28万 | 0.55% | 182,065 | 450 | 0.2% | $1.00万 | 加仓 |
| DOCU | DOCUSIGN INC | $413.33万 | 0.57% | 93,051 | 2,268 | 2.5% | $10.07万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $419.87万 | 0.57% | 21,249 | 16 | 0.1% | $3,162 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $421.24万 | 0.58% | 8,271 | 2,530 | 44.1% | $128.85万 | 加仓 |
| FISV | FISERV INC | $426.20万 | 0.58% | 86,890 | 36,457 | 72.3% | $178.82万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $438.87万 | 0.60% | 59,832 | 540 | 0.9% | $3.96万 | 加仓 |
| TER | TERADYNE INC | $441.43万 | 0.60% | 9,123 | -5,147 | -36.1% | -$249.05万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $445.15万 | 0.61% | 7,139 | 939 | 15.1% | $58.55万 | 加仓 |
| TRIP | TRIPADVISOR INC | $455.16万 | 0.62% | 331,991 | 10,352 | 3.2% | $14.19万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $481.12万 | 0.66% | 55,886 | 16,872 | 43.2% | $145.25万 | 加仓 |
| GOOG | ALPHABET INC | $486.83万 | 0.67% | 13,778 | 330 | 2.5% | $11.66万 | 加仓 |
| XPO | XPO INC | $487.58万 | 0.67% | 23,751 | -10,033 | -29.7% | -$205.97万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $489.06万 | 0.67% | 13,197 | -5,704 | -30.2% | -$211.38万 | 减仓 |
| APTV | APTIV PLC | $489.44万 | 0.67% | 79,740 | 3,085 | 4.0% | $18.94万 | 加仓 |
| KVUE | KENVUE INC | $489.61万 | 0.67% | 256,208 | 256,208 | — | $489.61万 | 新建仓 |
| SHEL | SHELL PLC | $493.11万 | 0.67% | 63,594 | 2,553 | 4.2% | $19.80万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $498.88万 | 0.68% | 211,570 | 4,761 | 2.3% | $11.23万 | 加仓 |
| MDT | MEDTRONIC PLC | $499.73万 | 0.68% | 63,879 | 14,083 | 28.3% | $110.17万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $519.02万 | 0.71% | 191,449 | 2,369 | 1.3% | $6.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $526.51万 | 0.72% | 14,115 | -186 | -1.3% | -$6.94万 | 减仓 |
| DIS | DISNEY WALT CO | $527.50万 | 0.72% | 54,806 | 1,642 | 3.1% | $15.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $538.76万 | 0.74% | 26,926 | 201 | 0.8% | $4.02万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $560.57万 | 0.77% | 110,566 | 7,831 | 7.6% | $39.70万 | 加仓 |
| META | META PLATFORMS INC | $572.76万 | 0.78% | 10,168 | 465 | 4.8% | $26.19万 | 加仓 |
| NGG | NATIONAL GRID PLC | $576.87万 | 0.79% | 69,612 | 2,390 | 3.6% | $19.81万 | 加仓 |
| SYY | SYSCO CORP | $586.46万 | 0.80% | 70,167 | 3,629 | 5.5% | $30.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $587.92万 | 0.80% | 81,474 | 1,679 | 2.1% | $12.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $589.30万 | 0.81% | 11,754 | 3,386 | 40.5% | $169.76万 | 加仓 |
| URI | UNITED RENTALS INC | $603.10万 | 0.83% | 5,324 | 29 | 0.5% | $3.29万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $607.32万 | 0.83% | 17,955 | 92 | 0.5% | $3.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $619.99万 | 0.85% | 193,928 | 1,579 | 0.8% | $5.05万 | 加仓 |
| KB | KB FINL GROUP INC | $633.68万 | 0.87% | 60,374 | 428 | 0.7% | $4.49万 | 加仓 |