Gallacher Capital Management LLC
LONE TREE CO · SEC CIK 0001960749
$2.61亿2026Q1 申报市值
301持仓数
25.7%前十大占比 · 第一大 6.1%
89 / 74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
APA 新建仓+$138.46万
VAL 新建仓+$128.41万
MPC 新建仓+$121.59万
XLV 加仓+$120.98万
EOG 新建仓+$113.51万
2026Q1 卖出最多 按季末市值估算
SCCO 清仓-$92.56万
XLI 减仓-$87.48万
LLY 减仓-$85.57万
SLB 清仓-$83.86万
TRGP 清仓-$83.17万
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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $21.23万 | 0.08% | 3,979 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $21.49万 | 0.08% | 5,893 | 5,893 | — | $21.49万 | 新建仓 |
| EAT | BRINKER INTL INC | $21.59万 | 0.08% | 1,512 | 1,512 | — | $21.59万 | 新建仓 |
| BMI | BADGER METER INC | $21.67万 | 0.08% | 1,423 | 1,423 | — | $21.67万 | 新建仓 |
| DCI | DONALDSON INC | $21.82万 | 0.08% | 2,572 | 2,572 | — | $21.82万 | 新建仓 |
| AZO | AUTOZONE INC | $21.96万 | 0.08% | 65 | 65 | — | $21.96万 | 新建仓 |
| ITRI | ITRON INC | $22.05万 | 0.08% | 2,460 | 2,460 | — | $22.05万 | 新建仓 |
| APP | APPLOVIN CORP | $22.09万 | 0.08% | 555 | 555 | — | $22.09万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $22.22万 | 0.09% | 10,390 | 10,390 | — | $22.22万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $22.24万 | 0.09% | 1,283 | 1,283 | — | $22.24万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $22.30万 | 0.09% | 2,530 | 2,530 | — | $22.30万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $22.69万 | 0.09% | 1,010 | 3 | 0.3% | $674 | 加仓 |
| EVTC | EVERTEC INC | $22.83万 | 0.09% | 8,090 | 8,090 | — | $22.83万 | 新建仓 |
| V | VISA INC | $23.10万 | 0.09% | 764 | -2,582 | -77.2% | -$78.07万 | 减仓 |
| INCY | INCYTE CORP | $23.13万 | 0.09% | 2,457 | 2,457 | — | $23.13万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $23.16万 | 0.09% | 1,758 | 1,758 | — | $23.16万 | 新建仓 |
| DEO | DIAGEO PLC | $23.34万 | 0.09% | 3,134 | 460 | 17.2% | $3.43万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $23.52万 | 0.09% | 450 | 450 | — | $23.52万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $23.61万 | 0.09% | 15,656 | 15,656 | — | $23.61万 | 新建仓 |
| IJT | ISHARES TR | $23.63万 | 0.09% | 1,633 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $23.71万 | 0.09% | 6,398 | 6,398 | — | $23.71万 | 新建仓 |
| ABBV | ABBVIE INC | $23.74万 | 0.09% | 1,091 | -15 | -1.4% | -$3,263 | 减仓 |
| SEIC | SEI INVTS CO | $23.79万 | 0.09% | 3,032 | 273 | 9.9% | $2.14万 | 加仓 |
| DOCS | DOXIMITY INC | $24.05万 | 0.09% | 10,320 | 10,320 | — | $24.05万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC | $24.24万 | 0.09% | 9,141 | 1,243 | 15.7% | $3.30万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $24.31万 | 0.09% | 6,057 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $24.55万 | 0.09% | 4,876 | 4,876 | — | $24.55万 | 新建仓 |
| IJJ | ISHARES TR | $24.64万 | 0.09% | 1,860 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $25.00万 | 0.10% | 2,953 | 303 | 11.4% | $2.57万 | 加仓 |
| RMD | RESMED INC | $25.14万 | 0.10% | 1,120 | 1,120 | — | $25.14万 | 新建仓 |
| MUB | ISHARES TR | $25.21万 | 0.10% | 2,375 | -354 | -13.0% | -$3.76万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $25.22万 | 0.10% | 9,176 | 9,176 | — | $25.22万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.33万 | 0.10% | 1,610 | 1,610 | — | $25.33万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $25.35万 | 0.10% | 1,213 | 1,213 | — | $25.35万 | 新建仓 |
| IWS | ISHARES TR | $25.58万 | 0.10% | 1,755 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY CO | $25.78万 | 0.10% | 27,509 | 1,504 | 5.8% | $1.41万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $25.88万 | 0.10% | 1,809 | 1,809 | — | $25.88万 | 新建仓 |
| ADSK | AUTODESK INC | $26.09万 | 0.10% | 1,090 | -27 | -2.4% | -$6,464 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $26.19万 | 0.10% | 8,597 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $26.23万 | 0.10% | 409 | 409 | — | $26.23万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $26.25万 | 0.10% | 10,585 | -1 | -0.0% | -$25 | 减仓 |
| GFF | GRIFFON CORP | $26.39万 | 0.10% | 3,631 | -3,169 | -46.6% | -$23.03万 | 减仓 |
| ESGU | ISHARES TR | $26.39万 | 0.10% | 1,866 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $26.45万 | 0.10% | 2,332 | -365 | -13.5% | -$4.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $26.81万 | 0.10% | 911 | -137 | -13.1% | -$4.03万 | 减仓 |
| CROX | CROCS INC | $26.95万 | 0.10% | 3,247 | 349 | 12.0% | $2.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $26.97万 | 0.10% | 1,682 | 123 | 7.9% | $1.97万 | 加仓 |
| FICO | FAIR ISAAC CORP | $27.01万 | 0.10% | 253 | -224 | -47.0% | -$23.91万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.05万 | 0.10% | 3,230 | 3,230 | — | $27.05万 | 新建仓 |
| HCI | HCI GROUP INC | $27.12万 | 0.10% | 1,754 | 1,754 | — | $27.12万 | 新建仓 |
| ALKS | ALKERMES PLC | $27.15万 | 0.10% | 7,677 | 7,677 | — | $27.15万 | 新建仓 |
| ROL | ROLLINS INC | $27.17万 | 0.10% | 5,087 | 268 | 5.6% | $1.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.24万 | 0.10% | 4,805 | 36 | 0.8% | $2,041 | 加仓 |
| SRE | SEMPRA | $27.25万 | 0.10% | 2,804 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $27.46万 | 0.11% | 1,505 | -38 | -2.5% | -$6,933 | 减仓 |
| CACI | CACI INTL INC | $27.57万 | 0.11% | 507 | 507 | — | $27.57万 | 新建仓 |
| SE | SEA LTD | $27.80万 | 0.11% | 3,357 | 722 | 27.4% | $5.98万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $27.98万 | 0.11% | 583 | 51 | 9.6% | $2.45万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $28.47万 | 0.11% | 3,646 | -662 | -15.4% | -$5.17万 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $28.55万 | 0.11% | 11,743 | -571 | -4.6% | -$1.39万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $28.59万 | 0.11% | 1,111 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.76万 | 0.11% | 1,003 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $28.97万 | 0.11% | 265 | 265 | — | $28.97万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $29.17万 | 0.11% | 813 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $29.20万 | 0.11% | 1,176 | 1,176 | — | $29.20万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $29.22万 | 0.11% | 865 | 865 | — | $29.22万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $29.33万 | 0.11% | 4,374 | 4,374 | — | $29.33万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $29.59万 | 0.11% | 1,188 | 1,188 | — | $29.59万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.98万 | 0.11% | 719 | 14 | 2.0% | $5,837 | 加仓 |
| JOE | ST JOE CO | $30.52万 | 0.12% | 4,860 | 100 | 2.1% | $6,281 | 加仓 |
| WMT | WALMART INC | $30.60万 | 0.12% | 2,462 | -11 | -0.4% | -$1,367 | 减仓 |
| TPR | TAPESTRY INC | $31.10万 | 0.12% | 2,204 | -9 | -0.4% | -$1,270 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $31.47万 | 0.12% | 1,726 | -87 | -4.8% | -$1.59万 | 减仓 |
| APH | AMPHENOL CORP | $31.72万 | 0.12% | 2,511 | 2,511 | — | $31.72万 | 新建仓 |
| SAP | SAP SE | $32.40万 | 0.12% | 1,892 | 5 | 0.3% | $856 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $32.66万 | 0.13% | 802 | 802 | — | $32.66万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $32.89万 | 0.13% | 2,752 | -1,723 | -38.5% | -$20.59万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.22万 | 0.13% | 4,585 | -298 | -6.1% | -$2.16万 | 减仓 |
| NVO | NOVO-NORDISK A S | $33.44万 | 0.13% | 9,100 | 130 | 1.4% | $4,777 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $33.88万 | 0.13% | 2,343 | 2,343 | — | $33.88万 | 新建仓 |
| WRB | BERKLEY W R CORP | $33.99万 | 0.13% | 5,128 | 5,128 | — | $33.99万 | 新建仓 |
| HD | HOME DEPOT INC | $34.01万 | 0.13% | 1,034 | -112 | -9.8% | -$3.68万 | 减仓 |
| TNET | TRINET GROUP INC | $34.55万 | 0.13% | 9,484 | 2,727 | 40.4% | $9.93万 | 加仓 |
| SNY | SANOFI SA | $34.95万 | 0.13% | 7,253 | -2,296 | -24.0% | -$11.06万 | 减仓 |
| AMGN | AMGEN INC | $35.42万 | 0.14% | 1,007 | -41 | -3.9% | -$1.44万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $35.49万 | 0.14% | 12,669 | -3,021 | -19.3% | -$8.46万 | 减仓 |
| POWL | POWELL INDS INC | $35.72万 | 0.14% | 660 | 660 | — | $35.72万 | 新建仓 |
| ARGX | ARGENX SE | $35.78万 | 0.14% | 490 | 490 | — | $35.78万 | 新建仓 |
| OII | OCEANEERING INTL INC | $36.29万 | 0.14% | 10,231 | -2,579 | -20.1% | -$9.15万 | 减仓 |
| FTNT | FORTINET INC | $36.36万 | 0.14% | 4,449 | -4,891 | -52.4% | -$39.97万 | 减仓 |
| PGR | PROGRESSIVE CORP | $36.46万 | 0.14% | 1,839 | -165 | -8.2% | -$3.27万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $36.63万 | 0.14% | 1,302 | 1,302 | — | $36.63万 | 新建仓 |
| CAT | CATERPILLAR INC | $36.90万 | 0.14% | 521 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $37.08万 | 0.14% | 660 | 660 | — | $37.08万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.17万 | 0.14% | 9,104 | -5,066 | -35.8% | -$20.68万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $37.69万 | 0.14% | 11,861 | 11,861 | — | $37.69万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $37.74万 | 0.14% | 1,209 | 1 | 0.1% | $312 | 加仓 |
| UBS | UBS GROUP AG | $38.18万 | 0.15% | 9,772 | -5,178 | -34.6% | -$20.23万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.23万 | 0.15% | 1,376 | 745 | 118.1% | $20.70万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $38.35万 | 0.15% | 878 | 0 | 0.0% | — | 不变 |