Gallacher Capital Management LLC
LONE TREE CO · SEC CIK 0001960749
$1.78亿2026Q2 申报市值
259持仓数
25.3%前十大占比 · 第一大 4.5%
50 / 105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
KTB 新建仓+$92.12万
GEN 新建仓+$83.55万
AROC 新建仓+$73.94万
SEZL 新建仓+$69.03万
GNTX 新建仓+$65.70万
2026Q2 卖出最多 按季末市值估算
PEP 减仓-$1,311.74万
YUM 减仓-$655.79万
XLK 减仓-$393.37万
EMXC 减仓-$246.57万
JQUA 减仓-$243.99万
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 |
|---|---|---|---|---|---|---|---|---|
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -42,020 | -100.0% | -$204.97万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -12,777 | -100.0% | -$187.32万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -13,098 | -100.0% | -$128.41万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -13,137 | -100.0% | -$127.17万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -7,851 | -100.0% | -$113.51万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -25,676 | -100.0% | -$107.97万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -9,623 | -100.0% | -$96.87万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -3,829 | -100.0% | -$94.61万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -43,645 | -100.0% | -$93.05万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -11,745 | -100.0% | -$91.13万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -3,708 | -100.0% | -$89.97万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -2,950 | -100.0% | -$89.08万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,666 | -100.0% | -$82.87万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -4,188 | -100.0% | -$82.84万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -5,556 | -100.0% | -$80.25万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -12,676 | -100.0% | -$79.08万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -2,302 | -100.0% | -$79.00万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -14,284 | -100.0% | -$76.96万 | 清仓 |
| — | GRAYSCALE XRP TR ETF | $0 | 0.00% | 0 | -27,981 | -100.0% | -$72.81万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -8,477 | -100.0% | -$67.77万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -4,374 | -100.0% | -$65.61万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -9,910 | -100.0% | -$64.66万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -2,719 | -100.0% | -$63.42万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -36,999 | -100.0% | -$63.05万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,551 | -100.0% | -$61.54万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -13,578 | -100.0% | -$59.50万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -2,135 | -100.0% | -$57.84万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -2,164 | -100.0% | -$57.38万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -8,527 | -100.0% | -$54.75万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -9,691 | -100.0% | -$51.90万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -5,575 | -100.0% | -$51.70万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -8,557 | -100.0% | -$51.39万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -2,000 | -100.0% | -$50.12万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -6,773 | -100.0% | -$49.79万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -6,047 | -100.0% | -$47.86万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1,218 | -100.0% | -$47.72万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -5,086 | -100.0% | -$46.95万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -23,091 | -100.0% | -$46.69万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -13,888 | -100.0% | -$42.11万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -14,995 | -100.0% | -$41.86万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -48,007 | -100.0% | -$41.38万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -2,982 | -100.0% | -$41.25万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -1,205 | -100.0% | -$40.83万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -17,616 | -100.0% | -$40.02万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -3,296 | -100.0% | -$39.89万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -10,763 | -100.0% | -$39.67万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,104 | -100.0% | -$37.17万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$36.63万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -10,231 | -100.0% | -$36.29万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -1,980 | -100.0% | -$35.72万 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -9,484 | -100.0% | -$34.55万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,034 | -100.0% | -$34.01万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -5,128 | -100.0% | -$33.99万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -2,343 | -100.0% | -$33.88万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -2,752 | -100.0% | -$32.89万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -802 | -100.0% | -$32.66万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -4,374 | -100.0% | -$29.33万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1,176 | -100.0% | -$29.20万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -265 | -100.0% | -$28.97万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,003 | -100.0% | -$28.76万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -507 | -100.0% | -$27.57万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,505 | -100.0% | -$27.46万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,805 | -100.0% | -$27.24万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -5,087 | -100.0% | -$27.17万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -7,677 | -100.0% | -$27.15万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -3,230 | -100.0% | -$27.05万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -3,247 | -100.0% | -$26.95万 | 清仓 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,585 | -100.0% | -$26.25万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -409 | -100.0% | -$26.23万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,090 | -100.0% | -$26.09万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -1,809 | -100.0% | -$25.88万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -27,509 | -100.0% | -$25.78万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,213 | -100.0% | -$25.35万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -9,176 | -100.0% | -$25.22万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,375 | -100.0% | -$25.21万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,120 | -100.0% | -$25.14万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -2,953 | -100.0% | -$25.00万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -1,860 | -100.0% | -$24.64万 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -4,876 | -100.0% | -$24.55万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -6,057 | -100.0% | -$24.31万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$23.74万 | 清仓 |
| UFCS | UNITED FIRE GROUP INC | $0 | 0.00% | 0 | -6,398 | -100.0% | -$23.71万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,633 | -100.0% | -$23.63万 | 清仓 |
| EXTR | EXTREME NETWORKS INC | $0 | 0.00% | 0 | -15,656 | -100.0% | -$23.61万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -450 | -100.0% | -$23.52万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -1,758 | -100.0% | -$23.16万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -2,457 | -100.0% | -$23.13万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -8,090 | -100.0% | -$22.83万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -1,283 | -100.0% | -$22.24万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -2,460 | -100.0% | -$22.05万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -65 | -100.0% | -$21.96万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -2,572 | -100.0% | -$21.82万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$21.67万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -1,512 | -100.0% | -$21.59万 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | 0.00% | 0 | -5,893 | -100.0% | -$21.49万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -3,979 | -100.0% | -$21.23万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -626 | -100.0% | -$21.14万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,567 | -100.0% | -$20.86万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,080 | -100.0% | -$20.73万 | 清仓 |
| PTCT | PTC THERAPEUTICS INC | $0 | 0.00% | 0 | -3,019 | -100.0% | -$20.57万 | 清仓 |