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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $1,395.19万 | 2.11% | 230,039 | -7,377 | -3.1% | -$44.74万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,366.99万 | 2.06% | 272,309 | -6,704 | -2.4% | -$33.65万 | 减仓 |
| — | CLEARWAY ENERGY INC | $1,210.66万 | 1.83% | 309,079 | -44,137 | -12.5% | -$172.88万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $1,185.65万 | 1.79% | 244,919 | 19,368 | 8.6% | $93.76万 | 加仓 |
| O | REALTY INCOME CORP | $1,169.63万 | 1.77% | 191,179 | 64 | 0.0% | $3,916 | 加仓 |
| PFE | PFIZER INC | $1,162.56万 | 1.75% | 414,018 | 14,864 | 3.7% | $41.74万 | 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 |
| FLNG | FLEX LNG LTD | $1,105.37万 | 1.67% | 372,054 | 13,580 | 3.8% | $40.35万 | 加仓 |
| D | DOMINION ENERGY INC | $1,032.97万 | 1.56% | 167,093 | -6,542 | -3.8% | -$40.44万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,023.71万 | 1.55% | 144,063 | -5,176 | -3.5% | -$36.78万 | 减仓 |
| VICI | VICI PPTYS INC | $1,000.47万 | 1.51% | 366,203 | 103,311 | 39.3% | $282.25万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $994.99万 | 1.50% | 78,556 | -3,956 | -4.8% | -$50.11万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $988.11万 | 1.49% | 107,089 | -133 | -0.1% | -$1.23万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $977.55万 | 1.48% | 526,695 | -56,423 | -9.7% | -$104.72万 | 减仓 |
| CLX | CLOROX CO DEL | $950.30万 | 1.43% | 91,701 | 91,701 | — | $950.30万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $927.52万 | 1.40% | 94,279 | 1,465 | 1.6% | $14.41万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $912.54万 | 1.38% | 617,833 | 37,393 | 6.4% | $55.23万 | 加仓 |
| AMCR | AMCOR PLC | $894.05万 | 1.35% | 224,918 | 224,918 | — | $894.05万 | 新建仓 |
| BBY | BEST BUY INC | $891.08万 | 1.34% | 138,798 | 138,798 | — | $891.08万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $889.48万 | 1.34% | 483,937 | 9,581 | 2.0% | $17.61万 | 加仓 |
| MPLX | MPLX LP | $884.44万 | 1.33% | 154,975 | 12,154 | 8.5% | $69.36万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $877.33万 | 1.32% | 319,842 | 154 | 0.0% | $4,224 | 加仓 |
| MRP | MILLROSE PPTYS INC | $819.53万 | 1.24% | 292,689 | 70,440 | 31.7% | $197.23万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $817.08万 | 1.23% | 367,060 | 155,575 | 73.6% | $346.31万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $816.63万 | 1.23% | 215,812 | 12,834 | 6.3% | $48.56万 | 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 |
| KMB | KIMBERLY-CLARK CORP | $791.40万 | 1.19% | 82,036 | 8,259 | 11.2% | $79.67万 | 加仓 |
| ENB | ENBRIDGE INC | $773.08万 | 1.17% | 142,793 | -4,918 | -3.3% | -$26.63万 | 减仓 |
| ET | ENERGY TRANSFER L P | $766.72万 | 1.16% | 397,266 | 25,541 | 6.9% | $49.29万 | 加仓 |
| CSCO | CISCO SYS INC | $760.89万 | 1.15% | 98,065 | -3,911 | -3.8% | -$30.35万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $756.08万 | 1.14% | 311,398 | 44,527 | 16.7% | $108.11万 | 加仓 |
| VTR | VENTAS INC | $752.97万 | 1.14% | 92,073 | -7,420 | -7.5% | -$60.68万 | 减仓 |
| VB | VANGUARD INDEX FDS | $745.17万 | 1.12% | 28,450 | -1,723 | -5.7% | -$45.13万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $736.40万 | 1.11% | 468,448 | 39,191 | 9.1% | $61.61万 | 加仓 |
| TTE | TOTALENERGIES SE | $733.02万 | 1.11% | 80,569 | -2,509 | -3.0% | -$22.83万 | 减仓 |
| VO | VANGUARD INDEX FDS | $717.46万 | 1.08% | 24,983 | 1,925 | 8.3% | $55.28万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $698.72万 | 1.05% | 74,348 | -1,495 | -2.0% | -$14.05万 | 减仓 |
| WU | WESTERN UN CO | $697.54万 | 1.05% | 799,012 | 66,230 | 9.0% | $57.82万 | 加仓 |
| GSK | GSK PLC | $668.76万 | 1.01% | 121,175 | -5,673 | -4.5% | -$31.31万 | 减仓 |
| RIO | RIO TINTO PLC | $662.53万 | 1.00% | 71,018 | -2,937 | -4.0% | -$27.40万 | 减仓 |
| XPO | XPO INC | $657.27万 | 0.99% | 33,784 | -12,231 | -26.6% | -$237.95万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $649.15万 | 0.98% | 110,438 | -41,752 | -27.4% | -$245.42万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $644.95万 | 0.97% | 192,349 | -15,467 | -7.4% | -$51.86万 | 减仓 |
| AAPL | APPLE INC | $628.90万 | 0.95% | 24,780 | -1,040 | -4.0% | -$26.39万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $618.19万 | 0.93% | 18,901 | -113 | -0.6% | -$3.70万 | 重新持有 |
| IX | ORIX CORP | $609.27万 | 0.92% | 203,157 | 3,808 | 1.9% | $11.42万 | 加仓 |
| KB | KB FINL GROUP INC | $597.84万 | 0.90% | 59,946 | -3,172 | -5.0% | -$31.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $573.97万 | 0.87% | 79,795 | 2,647 | 3.4% | $19.04万 | 加仓 |
| NGG | NATIONAL GRID PLC | $568.70万 | 0.86% | 67,222 | 2,640 | 4.1% | $22.33万 | 加仓 |
| SHEL | SHELL PLC | $567.68万 | 0.86% | 61,041 | 42 | 0.1% | $3,906 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $563.99万 | 0.85% | 70,009 | -83,753 | -54.5% | -$674.71万 | 减仓 |
| META | META PLATFORMS INC | $555.15万 | 0.84% | 9,703 | 597 | 6.6% | $34.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $540.31万 | 0.82% | 17,863 | 1,353 | 8.2% | $40.93万 | 加仓 |
| MTRN | MATERION CORP | $534.34万 | 0.81% | 36,940 | -813 | -2.2% | -$11.76万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $532.68万 | 0.80% | 102,735 | -2,014 | -1.9% | -$10.44万 | 减仓 |
| APTV | APTIV PLC | $532.29万 | 0.80% | 76,655 | -560 | -0.7% | -$3.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $529.37万 | 0.80% | 14,301 | -374 | -2.5% | -$13.84万 | 减仓 |
| DIS | DISNEY WALT CO | $512.39万 | 0.77% | 53,164 | 1,168 | 2.2% | $11.26万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $479.05万 | 0.72% | 6,200 | 229 | 3.8% | $17.69万 | 加仓 |
| SYY | SYSCO CORP | $474.62万 | 0.72% | 66,538 | -1,099 | -1.6% | -$7.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $466.08万 | 0.70% | 26,725 | 146 | 0.5% | $2.55万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $459.65万 | 0.69% | 189,080 | 4,250 | 2.3% | $10.33万 | 加仓 |
| WHR | WHIRLPOOL CORP | $457.17万 | 0.69% | 84,786 | 8,709 | 11.4% | $46.96万 | 加仓 |
| G | GENPACT LIMITED | $455.58万 | 0.69% | 122,302 | 122,302 | — | $455.58万 | 新建仓 |
| MDT | MEDTRONIC PLC | $431.48万 | 0.65% | 49,796 | 2,886 | 6.2% | $25.01万 | 加仓 |
| DOCU | DOCUSIGN INC | $430.40万 | 0.65% | 90,783 | 5,796 | 6.8% | $27.48万 | 加仓 |
| TER | TERADYNE INC | $423.06万 | 0.64% | 14,270 | -10,006 | -41.2% | -$296.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $411.33万 | 0.62% | 8,368 | 365 | 4.6% | $17.94万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $408.45万 | 0.62% | 206,809 | -8,322 | -3.9% | -$16.44万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $405.55万 | 0.61% | 181,615 | 44,640 | 32.6% | $99.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $396.17万 | 0.60% | 16,207 | 705 | 4.5% | $17.23万 | 加仓 |
| UL | UNILEVER PLC | $393.41万 | 0.59% | 69,055 | 3,114 | 4.7% | $17.74万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $391.65万 | 0.59% | 5,741 | -420 | -6.8% | -$28.65万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $391.28万 | 0.59% | 21,233 | -925 | -4.2% | -$17.05万 | 减仓 |
| URI | UNITED RENTALS INC | $385.80万 | 0.58% | 5,295 | 671 | 14.5% | $48.89万 | 加仓 |
| GOOG | ALPHABET INC | $385.76万 | 0.58% | 13,448 | -281 | -2.0% | -$8.06万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $352.76万 | 0.53% | 39,014 | 5,429 | 16.2% | $49.09万 | 加仓 |
| TRIP | TRIPADVISOR INC | $342.87万 | 0.52% | 321,639 | -3,811 | -1.2% | -$4.06万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $333.87万 | 0.50% | 59,292 | 2,072 | 3.6% | $11.67万 | 加仓 |
| — | EXXON MOBIL CORP | $325.44万 | 0.49% | 19,182 | 316 | 1.7% | $5.36万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $315.49万 | 0.48% | 48,559 | 9,885 | 25.6% | $64.22万 | 加仓 |
| ABBV | ABBVIE INC | $313.27万 | 0.47% | 14,404 | 125 | 0.9% | $2.72万 | 加仓 |
| EG | EVEREST GROUP LTD | $285.83万 | 0.43% | 8,745 | 1,201 | 15.9% | $39.25万 | 加仓 |
| FISV | FISERV INC | $281.42万 | 0.42% | 50,433 | 30,887 | 158.0% | $172.35万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $271.87万 | 0.41% | 4,408 | -40 | -0.9% | -$2.47万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $267.60万 | 0.40% | 35,632 | 1,610 | 4.7% | $12.09万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $258.34万 | 0.39% | 61,364 | 13,382 | 27.9% | $56.34万 | 加仓 |
| GOOGL | ALPHABET INC | $253.69万 | 0.38% | 8,822 | -113 | -1.3% | -$3.25万 | 减仓 |
| AMZN | AMAZON COM INC | $236.55万 | 0.36% | 11,358 | -41 | -0.4% | -$8,539 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $227.79万 | 0.34% | 7,744 | -282 | -3.5% | -$8.30万 | 减仓 |
| CCI | CROWN CASTLE INC | $210.86万 | 0.32% | 25,933 | -6,935 | -21.1% | -$56.39万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $203.71万 | 0.31% | 37,689 | 5,410 | 16.8% | $29.24万 | 加仓 |
| IWR | ISHARES TR | $199.14万 | 0.30% | 20,481 | -2,000 | -8.9% | -$19.45万 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $192.63万 | 0.29% | 87,202 | 2,760 | 3.3% | $6.10万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $181.46万 | 0.27% | 46,685 | 18,585 | 66.1% | $72.24万 | 加仓 |
| WMT | WALMART INC | $164.04万 | 0.25% | 13,199 | -125 | -0.9% | -$1.55万 | 减仓 |
| LLY | ELI LILLY & CO | $146.06万 | 0.22% | 1,588 | 15 | 1.0% | $1.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $144.06万 | 0.22% | 7,506 | -165 | -2.2% | -$3.17万 | 减仓 |
| BAC | BANK AMERICA CORP | $138.28万 | 0.21% | 28,365 | 71 | 0.3% | $3,461 | 加仓 |
| PG | PROCTER & GAMBLE CO | $137.32万 | 0.21% | 9,507 | 240 | 2.6% | $3.47万 | 加仓 |