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 |
|---|---|---|---|---|---|---|---|---|
| SWK | STANLEY BLACK & DECKER INC | $1,404.66万 | 1.92% | 149,241 | 5,178 | 3.6% | $48.74万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,376.40万 | 1.88% | 107,071 | -18 | -0.0% | -$2,314 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,332.49万 | 1.82% | 231,255 | 1,216 | 0.5% | $7.01万 | 加仓 |
| O | REALTY INCOME CORP | $1,226.99万 | 1.68% | 198,029 | 6,850 | 3.6% | $42.44万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,216.43万 | 1.66% | 77,986 | -570 | -0.7% | -$8.89万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,215.46万 | 1.66% | 622,991 | 19,821 | 3.3% | $38.67万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $1,203.49万 | 1.65% | 248,964 | 4,045 | 1.7% | $19.55万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,180.65万 | 1.62% | 480,918 | 480,918 | — | $1,180.65万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,173.11万 | 1.60% | 277,069 | 4,760 | 1.7% | $20.15万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1,167.16万 | 1.60% | 388,405 | 95,716 | 32.7% | $287.63万 | 加仓 |
| D | DOMINION ENERGY INC | $1,135.31万 | 1.55% | 166,248 | -845 | -0.5% | -$5.77万 | 减仓 |
| BBY | BEST BUY INC | $1,070.61万 | 1.46% | 141,093 | 2,295 | 1.7% | $17.41万 | 加仓 |
| — | NEXTERA ENERGY INC | $1,061.63万 | 1.45% | 221,449 | 221,449 | — | $1,061.63万 | 新建仓 |
| FLNG | FLEX LNG LTD | $1,055.02万 | 1.44% | 375,988 | 3,934 | 1.1% | $11.04万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,044.48万 | 1.43% | 97,161 | 2,882 | 3.1% | $30.98万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,039.96万 | 1.42% | 324,479 | 4,637 | 1.4% | $14.86万 | 加仓 |
| PFE | PFIZER INC | $1,031.20万 | 1.41% | 428,237 | 14,219 | 3.4% | $34.24万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $1,028.83万 | 1.41% | 417,546 | -109,149 | -20.7% | -$268.94万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $1,019.82万 | 1.40% | 646,682 | 28,849 | 4.7% | $45.49万 | 加仓 |
| AMCR | AMCOR PLC | $1,007.89万 | 1.38% | 232,500 | 7,582 | 3.4% | $32.87万 | 加仓 |
| VICI | VICI PPTYS INC | $1,002.27万 | 1.37% | 377,503 | 11,300 | 3.1% | $30.00万 | 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 |
| CWEN | CLEARWAY ENERGY INC | $939.40万 | 1.29% | 274,838 | 268,628 | 4,325.7% | $918.17万 | 加仓 |
| CLX | CLOROX CO DEL | $917.21万 | 1.25% | 96,103 | 4,402 | 4.8% | $42.01万 | 加仓 |
| CSCO | CISCO SYS INC | $884.74万 | 1.21% | 75,323 | -22,742 | -23.2% | -$267.13万 | 减仓 |
| MPLX | MPLX LP | $868.16万 | 1.19% | 154,120 | -855 | -0.6% | -$4.82万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $859.53万 | 1.18% | 500,602 | 16,665 | 3.4% | $28.61万 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $850.99万 | 1.16% | 380,925 | 13,865 | 3.8% | $30.97万 | 加仓 |
| VTR | VENTAS INC | $838.00万 | 1.15% | 94,369 | 2,296 | 2.5% | $20.39万 | 加仓 |
| ENB | ENBRIDGE INC | $825.92万 | 1.13% | 152,356 | 9,563 | 6.7% | $51.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $811.21万 | 1.11% | 100,684 | 752 | 0.8% | $6.06万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $809.33万 | 1.11% | 220,165 | 4,353 | 2.0% | $16.00万 | 加仓 |
| ET | ENERGY TRANSFER L P | $782.97万 | 1.07% | 409,501 | 12,235 | 3.1% | $23.39万 | 加仓 |
| VB | VANGUARD INDEX FDS | $773.27万 | 1.06% | 25,510 | -2,940 | -10.3% | -$89.12万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $761.38万 | 1.04% | 313,713 | 2,315 | 0.7% | $5.62万 | 加仓 |
| IX | ORIX CORP | $758.38万 | 1.04% | 199,365 | -3,792 | -1.9% | -$14.42万 | 减仓 |
| AAPL | APPLE INC | $757.15万 | 1.04% | 26,167 | 1,387 | 5.6% | $40.13万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $749.92万 | 1.03% | 68,317 | -13,719 | -16.7% | -$150.59万 | 减仓 |
| MTRN | MATERION CORP | $747.64万 | 1.02% | 25,140 | -11,800 | -31.9% | -$350.92万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $704.69万 | 0.96% | 112,051 | 1,613 | 1.5% | $10.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $699.64万 | 0.96% | 75,825 | 1,477 | 2.0% | $13.63万 | 加仓 |
| GSK | GSK PLC | $675.00万 | 0.92% | 128,768 | 7,593 | 6.3% | $39.80万 | 加仓 |
| RIO | RIO TINTO PLC | $673.62万 | 0.92% | 70,960 | -58 | -0.1% | -$5,506 | 减仓 |
| UL | UNILEVER PLC | $672.93万 | 0.92% | 111,932 | 42,877 | 62.1% | $257.78万 | 加仓 |
| WU | WESTERN UN CO | $650.28万 | 0.89% | 844,517 | 45,505 | 5.7% | $35.04万 | 加仓 |
| TTE | TOTALENERGIES SE | $645.66万 | 0.88% | 83,033 | 2,464 | 3.1% | $19.16万 | 加仓 |
| KB | KB FINL GROUP INC | $633.68万 | 0.87% | 60,374 | 428 | 0.7% | $4.49万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $619.99万 | 0.85% | 193,928 | 1,579 | 0.8% | $5.05万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $607.32万 | 0.83% | 17,955 | 92 | 0.5% | $3.11万 | 加仓 |
| URI | UNITED RENTALS INC | $603.10万 | 0.83% | 5,324 | 29 | 0.5% | $3.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $589.30万 | 0.81% | 11,754 | 3,386 | 40.5% | $169.76万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $587.92万 | 0.80% | 81,474 | 1,679 | 2.1% | $12.12万 | 加仓 |
| SYY | SYSCO CORP | $586.46万 | 0.80% | 70,167 | 3,629 | 5.5% | $30.33万 | 加仓 |
| NGG | NATIONAL GRID PLC | $576.87万 | 0.79% | 69,612 | 2,390 | 3.6% | $19.81万 | 加仓 |
| META | META PLATFORMS INC | $572.76万 | 0.78% | 10,168 | 465 | 4.8% | $26.19万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $560.57万 | 0.77% | 110,566 | 7,831 | 7.6% | $39.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $538.76万 | 0.74% | 26,926 | 201 | 0.8% | $4.02万 | 加仓 |
| DIS | DISNEY WALT CO | $527.50万 | 0.72% | 54,806 | 1,642 | 3.1% | $15.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $526.51万 | 0.72% | 14,115 | -186 | -1.3% | -$6.94万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $519.02万 | 0.71% | 191,449 | 2,369 | 1.3% | $6.42万 | 加仓 |
| MDT | MEDTRONIC PLC | $499.73万 | 0.68% | 63,879 | 14,083 | 28.3% | $110.17万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $498.88万 | 0.68% | 211,570 | 4,761 | 2.3% | $11.23万 | 加仓 |
| SHEL | SHELL PLC | $493.11万 | 0.67% | 63,594 | 2,553 | 4.2% | $19.80万 | 加仓 |
| KVUE | KENVUE INC | $489.61万 | 0.67% | 256,208 | 256,208 | — | $489.61万 | 新建仓 |
| APTV | APTIV PLC | $489.44万 | 0.67% | 79,740 | 3,085 | 4.0% | $18.94万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $489.06万 | 0.67% | 13,197 | -5,704 | -30.2% | -$211.38万 | 减仓 |
| XPO | XPO INC | $487.58万 | 0.67% | 23,751 | -10,033 | -29.7% | -$205.97万 | 减仓 |
| GOOG | ALPHABET INC | $486.83万 | 0.67% | 13,778 | 330 | 2.5% | $11.66万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $481.12万 | 0.66% | 55,886 | 16,872 | 43.2% | $145.25万 | 加仓 |
| TRIP | TRIPADVISOR INC | $455.16万 | 0.62% | 331,991 | 10,352 | 3.2% | $14.19万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $445.15万 | 0.61% | 7,139 | 939 | 15.1% | $58.55万 | 加仓 |
| TER | TERADYNE INC | $441.43万 | 0.60% | 9,123 | -5,147 | -36.1% | -$249.05万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $438.87万 | 0.60% | 59,832 | 540 | 0.9% | $3.96万 | 加仓 |
| FISV | FISERV INC | $426.20万 | 0.58% | 86,890 | 36,457 | 72.3% | $178.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $421.24万 | 0.58% | 8,271 | 2,530 | 44.1% | $128.85万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $419.87万 | 0.57% | 21,249 | 16 | 0.1% | $3,162 | 加仓 |
| DOCU | DOCUSIGN INC | $413.33万 | 0.57% | 93,051 | 2,268 | 2.5% | $10.07万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $405.28万 | 0.55% | 182,065 | 450 | 0.2% | $1.00万 | 加仓 |
| G | GENPACT LIMITED | $350.84万 | 0.48% | 127,578 | 5,276 | 4.3% | $14.51万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $342.53万 | 0.47% | 254,482 | -213,966 | -45.7% | -$288.00万 | 减仓 |
| ABBV | ABBVIE INC | $342.08万 | 0.47% | 13,594 | -810 | -5.6% | -$20.38万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $339.86万 | 0.46% | 50,349 | 1,790 | 3.7% | $12.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $326.17万 | 0.45% | 19,941 | 18,598 | 1,384.8% | $304.20万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $324.90万 | 0.44% | 12,793 | -3,414 | -21.1% | -$86.70万 | 减仓 |
| EG | EVEREST GROUP LTD | $318.94万 | 0.44% | 8,928 | 183 | 2.1% | $6.54万 | 加仓 |
| WHR | WHIRLPOOL CORP | $314.24万 | 0.43% | 79,716 | -5,070 | -6.0% | -$19.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $310.06万 | 0.42% | 37,022 | 1,390 | 3.9% | $11.64万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $310.03万 | 0.42% | 4,408 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $300.55万 | 0.41% | 8,410 | -412 | -4.7% | -$14.72万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $300.10万 | 0.41% | 64,414 | 3,050 | 5.0% | $14.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $289.82万 | 0.40% | 48,554 | 10,865 | 28.8% | $64.85万 | 加仓 |
| AMZN | AMAZON COM INC | $269.92万 | 0.37% | 11,325 | -33 | -0.3% | -$7,865 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $268.47万 | 0.37% | 8,202 | 458 | 5.9% | $14.99万 | 加仓 |
| — | EXXON MOBIL CORP | $259.20万 | 0.35% | 18,958 | -224 | -1.2% | -$3.06万 | 减仓 |
| IWR | ISHARES TR | $225.28万 | 0.31% | 20,421 | -60 | -0.3% | -$6,619 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $196.51万 | 0.27% | 88,279 | 1,077 | 1.2% | $2.40万 | 加仓 |
| LLY | ELI LILLY & CO | $192.59万 | 0.26% | 1,606 | 18 | 1.1% | $2.16万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $191.21万 | 0.26% | 50,855 | 4,170 | 8.9% | $15.68万 | 加仓 |
| CCI | CROWN CASTLE INC | $189.60万 | 0.26% | 25,036 | -897 | -3.5% | -$6.79万 | 减仓 |
| BAC | BANK OF AMER CORP | $160.64万 | 0.22% | 28,193 | -172 | -0.6% | -$9,801 | 减仓 |