Gilman Hill Asset Management, LLC
NEW CANAAN CT · SEC CIK 0001551969
$6.63亿2026Q1 申报市值
225持仓数
17.8%前十大占比 · 第一大 2.1%
12 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CLX 新建仓+$950.30万
AMCR 新建仓+$894.05万
BBY 新建仓+$891.08万
G 新建仓+$455.58万
ETD 加仓+$346.31万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$886.90万
DVN 清仓-$839.58万
DVY 清仓-$681.57万
LYB 减仓-$674.71万
WMB 减仓-$613.16万
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 |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO INC | $657.27万 | 0.99% | 33,784 | -12,231 | -26.6% | -$237.95万 | 减仓 |
| RIO | RIO TINTO PLC | $662.53万 | 1.00% | 71,018 | -2,937 | -4.0% | -$27.40万 | 减仓 |
| GSK | GSK PLC | $668.76万 | 1.01% | 121,175 | -5,673 | -4.5% | -$31.31万 | 减仓 |
| WU | WESTERN UN CO | $697.54万 | 1.05% | 799,012 | 66,230 | 9.0% | $57.82万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $698.72万 | 1.05% | 74,348 | -1,495 | -2.0% | -$14.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $717.46万 | 1.08% | 24,983 | 1,925 | 8.3% | $55.28万 | 加仓 |
| TTE | TOTALENERGIES SE | $733.02万 | 1.11% | 80,569 | -2,509 | -3.0% | -$22.83万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $736.40万 | 1.11% | 468,448 | 39,191 | 9.1% | $61.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $745.17万 | 1.12% | 28,450 | -1,723 | -5.7% | -$45.13万 | 减仓 |
| VTR | VENTAS INC | $752.97万 | 1.14% | 92,073 | -7,420 | -7.5% | -$60.68万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $756.08万 | 1.14% | 311,398 | 44,527 | 16.7% | $108.11万 | 加仓 |
| CSCO | CISCO SYS INC | $760.89万 | 1.15% | 98,065 | -3,911 | -3.8% | -$30.35万 | 减仓 |
| ET | ENERGY TRANSFER L P | $766.72万 | 1.16% | 397,266 | 25,541 | 6.9% | $49.29万 | 加仓 |
| ENB | ENBRIDGE INC | $773.08万 | 1.17% | 142,793 | -4,918 | -3.3% | -$26.63万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $791.40万 | 1.19% | 82,036 | 8,259 | 11.2% | $79.67万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $807.68万 | 1.22% | 1,994,269 | 8,417 | 0.4% | $3.41万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $816.63万 | 1.23% | 215,812 | 12,834 | 6.3% | $48.56万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $817.08万 | 1.23% | 367,060 | 155,575 | 73.6% | $346.31万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $819.53万 | 1.24% | 292,689 | 70,440 | 31.7% | $197.23万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $877.33万 | 1.32% | 319,842 | 154 | 0.0% | $4,224 | 加仓 |
| MPLX | MPLX LP | $884.44万 | 1.33% | 154,975 | 12,154 | 8.5% | $69.36万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $889.48万 | 1.34% | 483,937 | 9,581 | 2.0% | $17.61万 | 加仓 |
| BBY | BEST BUY INC | $891.08万 | 1.34% | 138,798 | 138,798 | — | $891.08万 | 新建仓 |
| AMCR | AMCOR PLC | $894.05万 | 1.35% | 224,918 | 224,918 | — | $894.05万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $912.54万 | 1.38% | 617,833 | 37,393 | 6.4% | $55.23万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $927.52万 | 1.40% | 94,279 | 1,465 | 1.6% | $14.41万 | 加仓 |
| CLX | CLOROX CO DEL | $950.30万 | 1.43% | 91,701 | 91,701 | — | $950.30万 | 新建仓 |
| PSTL | POSTAL REALTY TRUST INC | $977.55万 | 1.48% | 526,695 | -56,423 | -9.7% | -$104.72万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $988.11万 | 1.49% | 107,089 | -133 | -0.1% | -$1.23万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $994.99万 | 1.50% | 78,556 | -3,956 | -4.8% | -$50.11万 | 减仓 |
| VICI | VICI PPTYS INC | $1,000.47万 | 1.51% | 366,203 | 103,311 | 39.3% | $282.25万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,023.71万 | 1.55% | 144,063 | -5,176 | -3.5% | -$36.78万 | 减仓 |
| D | DOMINION ENERGY INC | $1,032.97万 | 1.56% | 167,093 | -6,542 | -3.8% | -$40.44万 | 减仓 |
| FLNG | FLEX LNG LTD | $1,105.37万 | 1.67% | 372,054 | 13,580 | 3.8% | $40.35万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,159.90万 | 1.75% | 603,170 | -11,344 | -1.8% | -$21.81万 | 减仓 |
| PFE | PFIZER INC | $1,162.56万 | 1.75% | 414,018 | 14,864 | 3.7% | $41.74万 | 加仓 |
| O | REALTY INCOME CORP | $1,169.63万 | 1.77% | 191,179 | 64 | 0.0% | $3,916 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $1,185.65万 | 1.79% | 244,919 | 19,368 | 8.6% | $93.76万 | 加仓 |
| — | CLEARWAY ENERGY INC | $1,210.66万 | 1.83% | 309,079 | -44,137 | -12.5% | -$172.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,366.99万 | 2.06% | 272,309 | -6,704 | -2.4% | -$33.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,395.19万 | 2.11% | 230,039 | -7,377 | -3.1% | -$44.74万 | 减仓 |