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 |
|---|---|---|---|---|---|---|---|---|
| TTE | TOTALENERGIES SE | $645.66万 | 0.88% | 83,033 | 2,464 | 3.1% | $19.16万 | 加仓 |
| WU | WESTERN UN CO | $650.28万 | 0.89% | 844,517 | 45,505 | 5.7% | $35.04万 | 加仓 |
| UL | UNILEVER PLC | $672.93万 | 0.92% | 111,932 | 42,877 | 62.1% | $257.78万 | 加仓 |
| RIO | RIO TINTO PLC | $673.62万 | 0.92% | 70,960 | -58 | -0.1% | -$5,506 | 减仓 |
| GSK | GSK PLC | $675.00万 | 0.92% | 128,768 | 7,593 | 6.3% | $39.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $699.64万 | 0.96% | 75,825 | 1,477 | 2.0% | $13.63万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $704.69万 | 0.96% | 112,051 | 1,613 | 1.5% | $10.14万 | 加仓 |
| MTRN | MATERION CORP | $747.64万 | 1.02% | 25,140 | -11,800 | -31.9% | -$350.92万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $749.92万 | 1.03% | 68,317 | -13,719 | -16.7% | -$150.59万 | 减仓 |
| AAPL | APPLE INC | $757.15万 | 1.04% | 26,167 | 1,387 | 5.6% | $40.13万 | 加仓 |
| IX | ORIX CORP | $758.38万 | 1.04% | 199,365 | -3,792 | -1.9% | -$14.42万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $761.38万 | 1.04% | 313,713 | 2,315 | 0.7% | $5.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $773.27万 | 1.06% | 25,510 | -2,940 | -10.3% | -$89.12万 | 减仓 |
| ET | ENERGY TRANSFER L P | $782.97万 | 1.07% | 409,501 | 12,235 | 3.1% | $23.39万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $809.33万 | 1.11% | 220,165 | 4,353 | 2.0% | $16.00万 | 加仓 |
| VO | VANGUARD INDEX FDS | $811.21万 | 1.11% | 100,684 | 752 | 0.8% | $6.06万 | 加仓 |
| ENB | ENBRIDGE INC | $825.92万 | 1.13% | 152,356 | 9,563 | 6.7% | $51.84万 | 加仓 |
| VTR | VENTAS INC | $838.00万 | 1.15% | 94,369 | 2,296 | 2.5% | $20.39万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $850.99万 | 1.16% | 380,925 | 13,865 | 3.8% | $30.97万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $859.53万 | 1.18% | 500,602 | 16,665 | 3.4% | $28.61万 | 加仓 |
| MPLX | MPLX LP | $868.16万 | 1.19% | 154,120 | -855 | -0.6% | -$4.82万 | 减仓 |
| CSCO | CISCO SYS INC | $884.74万 | 1.21% | 75,323 | -22,742 | -23.2% | -$267.13万 | 减仓 |
| CLX | CLOROX CO DEL | $917.21万 | 1.25% | 96,103 | 4,402 | 4.8% | $42.01万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $939.40万 | 1.29% | 274,838 | 268,628 | 4,325.7% | $918.17万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $965.29万 | 1.32% | 2,036,475 | 42,206 | 2.1% | $20.01万 | 加仓 |
| VICI | VICI PPTYS INC | $1,002.27万 | 1.37% | 377,503 | 11,300 | 3.1% | $30.00万 | 加仓 |
| AMCR | AMCOR PLC | $1,007.89万 | 1.38% | 232,500 | 7,582 | 3.4% | $32.87万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $1,019.82万 | 1.40% | 646,682 | 28,849 | 4.7% | $45.49万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $1,028.83万 | 1.41% | 417,546 | -109,149 | -20.7% | -$268.94万 | 减仓 |
| PFE | PFIZER INC | $1,031.20万 | 1.41% | 428,237 | 14,219 | 3.4% | $34.24万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,039.96万 | 1.42% | 324,479 | 4,637 | 1.4% | $14.86万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,044.48万 | 1.43% | 97,161 | 2,882 | 3.1% | $30.98万 | 加仓 |
| FLNG | FLEX LNG LTD | $1,055.02万 | 1.44% | 375,988 | 3,934 | 1.1% | $11.04万 | 加仓 |
| — | NEXTERA ENERGY INC | $1,061.63万 | 1.45% | 221,449 | 221,449 | — | $1,061.63万 | 新建仓 |
| BBY | BEST BUY INC | $1,070.61万 | 1.46% | 141,093 | 2,295 | 1.7% | $17.41万 | 加仓 |
| D | DOMINION ENERGY INC | $1,135.31万 | 1.55% | 166,248 | -845 | -0.5% | -$5.77万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $1,167.16万 | 1.60% | 388,405 | 95,716 | 32.7% | $287.63万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,173.11万 | 1.60% | 277,069 | 4,760 | 1.7% | $20.15万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,180.65万 | 1.62% | 480,918 | 480,918 | — | $1,180.65万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $1,203.49万 | 1.65% | 248,964 | 4,045 | 1.7% | $19.55万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,215.46万 | 1.66% | 622,991 | 19,821 | 3.3% | $38.67万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,216.43万 | 1.66% | 77,986 | -570 | -0.7% | -$8.89万 | 减仓 |
| O | REALTY INCOME CORP | $1,226.99万 | 1.68% | 198,029 | 6,850 | 3.6% | $42.44万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,332.49万 | 1.82% | 231,255 | 1,216 | 0.5% | $7.01万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,376.40万 | 1.88% | 107,071 | -18 | -0.0% | -$2,314 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,404.66万 | 1.92% | 149,241 | 5,178 | 3.6% | $48.74万 | 加仓 |