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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $156.73万 | 0.21% | 7,366 | -140 | -1.9% | -$2.98万 | 减仓 |
| WMT | WALMART INC | $149.49万 | 0.20% | 13,199 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $149.35万 | 0.20% | 3,954 | -190 | -4.6% | -$7.18万 | 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 |
| DE | DEERE & CO | $142.79万 | 0.20% | 2,251 | -11 | -0.5% | -$6,978 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $136.65万 | 0.19% | 4,859 | -311 | -6.0% | -$8.75万 | 减仓 |
| MRK | MERCK & CO INC | $134.38万 | 0.18% | 10,457 | -400 | -3.7% | -$5.14万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $132.48万 | 0.18% | 9,035 | -472 | -5.0% | -$6.92万 | 减仓 |
| AIN | ALBANY INTL CORP | $113.04万 | 0.15% | 15,174 | -324 | -2.1% | -$2.41万 | 减仓 |
| CAT | CATERPILLAR INC | $110.22万 | 0.15% | 1,035 | -208 | -16.7% | -$22.15万 | 减仓 |
| PLD | PROLOGIS INC. | $108.15万 | 0.15% | 7,983 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.73万 | 0.14% | 2,033 | 130 | 6.8% | $6.51万 | 加仓 |
| VGNT | VERSIGENT PLC | $100.16万 | 0.14% | 23,841 | 23,841 | — | $100.16万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $99.46万 | 0.14% | 4,447 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $99.45万 | 0.14% | 5,538 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $98.67万 | 0.13% | 2,009 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $95.89万 | 0.13% | 2,719 | -82 | -2.9% | -$2.89万 | 减仓 |
| VGT | VANGUARD WORLD FD | $95.62万 | 0.13% | 8,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $95.51万 | 0.13% | 3,739 | -470 | -11.2% | -$12.01万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $92.66万 | 0.13% | 1,940 | 29 | 1.5% | $1.39万 | 加仓 |
| MUNI | PIMCO ETF TR | $84.32万 | 0.12% | 16,031 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $79.87万 | 0.11% | 8,803 | -1,047 | -10.6% | -$9.50万 | 减仓 |
| IVV | ISHARES TR | $79.76万 | 0.11% | 1,065 | -47 | -4.2% | -$3.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $79.49万 | 0.11% | 9,057 | 108 | 1.2% | $9,479 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.64万 | 0.11% | 841 | 90 | 12.0% | $8.42万 | 加仓 |
| KO | COCA COLA CO | $77.67万 | 0.11% | 9,557 | 54 | 0.6% | $4,389 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $76.99万 | 0.11% | 32,470 | -2,110 | -6.1% | -$5.00万 | 减仓 |
| IJR | ISHARES TR | $75.27万 | 0.10% | 5,075 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $73.98万 | 0.10% | 2,720 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $73.72万 | 0.10% | 1,730 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $72.80万 | 0.10% | 7,500 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $72.24万 | 0.10% | 17,225 | 500 | 3.0% | $2.10万 | 加仓 |
| KLAC | KLA CORP | $69.69万 | 0.10% | 2,310 | -400 | -14.8% | -$12.07万 | 减仓 |
| ADC | AGREE RLTY CORP | $69.42万 | 0.09% | 9,165 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.39万 | 0.09% | 1,993 | 93 | 4.9% | $3.19万 | 加仓 |
| IJH | ISHARES TR | $64.39万 | 0.09% | 8,350 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $64.28万 | 0.09% | 9,694 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $63.43万 | 0.09% | 12,250 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $62.55万 | 0.09% | 4,502 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $62.23万 | 0.09% | 14,708 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $61.87万 | 0.08% | 536 | 536 | — | $61.87万 | 新建仓 |
| HYS | PIMCO ETF TR | $60.79万 | 0.08% | 6,500 | 250 | 4.0% | $2.34万 | 加仓 |
| DHR | DANAHER CORP DEL | $59.59万 | 0.08% | 3,128 | -46 | -1.4% | -$8,763 | 减仓 |
| BX | BLACKSTONE INC | $59.31万 | 0.08% | 5,040 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.14万 | 0.08% | 775 | -250 | -24.4% | -$19.08万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $56.98万 | 0.08% | 17,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $56.28万 | 0.08% | 556 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $55.14万 | 0.08% | 1,082 | 35 | 3.3% | $1.78万 | 加仓 |
| EFA | ISHARES TR | $54.34万 | 0.07% | 5,231 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $53.28万 | 0.07% | 3,935 | 170 | 4.5% | $2.30万 | 加仓 |
| HUBB | HUBBELL INC | $52.32万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $52.30万 | 0.07% | 7,035 | -125 | -1.7% | -$9,293 | 减仓 |
| SRE | SEMPRA | $51.87万 | 0.07% | 5,595 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $51.18万 | 0.07% | 1,828 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $50.77万 | 0.07% | 4,011 | -225 | -5.3% | -$2.85万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $50.09万 | 0.07% | 5,575 | 250 | 4.7% | $2.25万 | 加仓 |
| TRGP | TARGA RES CORP | $49.95万 | 0.07% | 1,863 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $49.69万 | 0.07% | 5,750 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $47.46万 | 0.06% | 691 | 8 | 1.2% | $5,495 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.99万 | 0.06% | 1,986 | -84 | -4.1% | -$1.99万 | 减仓 |
| EFV | ISHARES TR | $46.65万 | 0.06% | 6,094 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $46.09万 | 0.06% | 610 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.00万 | 0.06% | 2,775 | -215 | -7.2% | -$3.56万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $44.81万 | 0.06% | 777 | 25 | 3.3% | $1.44万 | 加仓 |
| SNPS | SYNOPSYS INC | $42.73万 | 0.06% | 958 | -29 | -2.9% | -$1.29万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $42.31万 | 0.06% | 8,750 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $42.22万 | 0.06% | 11,569 | -375 | -3.1% | -$1.37万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $41.29万 | 0.06% | 13,977 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $41.11万 | 0.06% | 5,714 | -1,040 | -15.4% | -$7.48万 | 减仓 |
| ILCG | ISHARES TR | $40.49万 | 0.06% | 3,460 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $39.90万 | 0.05% | 1,068 | -20 | -1.8% | -$7,473 | 减仓 |
| EDV | VANGUARD WORLD FD | $39.37万 | 0.05% | 6,050 | 6,050 | — | $39.37万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.81万 | 0.05% | 2,656 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $38.55万 | 0.05% | 1,780 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $38.43万 | 0.05% | 1,759 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $38.07万 | 0.05% | 1,408 | -2 | -0.1% | -$541 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $37.58万 | 0.05% | 1,102 | -464 | -29.6% | -$15.82万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $36.25万 | 0.05% | 706 | 56 | 8.6% | $2.88万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $36.12万 | 0.05% | 1,232 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $35.57万 | 0.05% | 2,600 | -60 | -2.3% | -$8,209 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.58万 | 0.05% | 4,014 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $34.15万 | 0.05% | 2,595 | -65 | -2.4% | -$8,553 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $33.82万 | 0.05% | 15,125 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $32.53万 | 0.04% | 450 | -150 | -25.0% | -$10.85万 | 减仓 |
| IDXX | IDEXX LABS INC | $32.53万 | 0.04% | 618 | -14 | -2.2% | -$7,370 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $31.97万 | 0.04% | 2,200 | 100 | 4.8% | $1.45万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.62万 | 0.04% | 4,307 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.48万 | 0.04% | 1,659 | -15 | -0.9% | -$2,846 | 减仓 |
| OKE | ONEOK INC NEW | $31.00万 | 0.04% | 3,566 | -1,000 | -21.9% | -$8.69万 | 减仓 |
| AMGN | AMGEN INC | $30.65万 | 0.04% | 846 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $30.34万 | 0.04% | 5,494 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $30.08万 | 0.04% | 1,275 | 25 | 2.0% | $5,899 | 加仓 |
| — | DOUBLELINE ETF TRUST | $28.89万 | 0.04% | 5,750 | 5,750 | — | $28.89万 | 新建仓 |
| AGNC | AGNC INVT CORP | $28.34万 | 0.04% | 26,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $28.27万 | 0.04% | 289 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $27.95万 | 0.04% | 2,920 | -50 | -1.7% | -$4,785 | 减仓 |
| NFLX | NETFLIX INC. | $27.46万 | 0.04% | 3,846 | -1,250 | -24.5% | -$8.92万 | 减仓 |
| IYM | ISHARES TR | $26.93万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.00万 | 0.04% | 600 | 600 | — | $26.00万 | 新建仓 |
| INTC | INTEL CORP | $25.83万 | 0.04% | 1,850 | 1,850 | — | $25.83万 | 新建仓 |