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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $74.73万 | 0.29% | 9,116 | -7,178 | -44.1% | -$58.85万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $74.64万 | 0.29% | 10,261 | 294 | 2.9% | $2.14万 | 加仓 |
| EXEL | EXELIXIS INC | $72.97万 | 0.28% | 17,013 | 4,434 | 35.2% | $19.02万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $72.96万 | 0.28% | 91,895 | 574 | 0.6% | $4,558 | 加仓 |
| — | GRAYSCALE XRP TR ETF | $72.81万 | 0.28% | 27,981 | 27,981 | — | $72.81万 | 新建仓 |
| SIG | SIGNET JEWELERS LIMITED | $71.19万 | 0.27% | 8,411 | 8,411 | — | $71.19万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $71.11万 | 0.27% | 14,230 | 1,759 | 14.1% | $8.79万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $70.55万 | 0.27% | 13,457 | -2,607 | -16.2% | -$13.67万 | 减仓 |
| IVE | ISHARES TR | $69.93万 | 0.27% | 3,312 | -720 | -17.9% | -$15.20万 | 减仓 |
| ING | ING GROEP N.V. | $69.40万 | 0.27% | 26,640 | 1,209 | 4.8% | $3.15万 | 加仓 |
| KLAC | KLA CORP | $69.13万 | 0.27% | 470 | -130 | -21.7% | -$19.12万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $68.42万 | 0.26% | 34,644 | 227 | 0.7% | $4,483 | 加仓 |
| — | CSG SYS INTL INC | $67.77万 | 0.26% | 8,477 | 4,301 | 103.0% | $34.38万 | 加仓 |
| EME | EMCOR GROUP INC | $67.56万 | 0.26% | 915 | 99 | 12.1% | $7.31万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $67.30万 | 0.26% | 39,661 | 772 | 2.0% | $1.31万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $65.61万 | 0.25% | 4,374 | 4,374 | — | $65.61万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $65.54万 | 0.25% | 3,215 | 3,215 | — | $65.54万 | 新建仓 |
| ENVA | ENOVA INTL INC | $65.06万 | 0.25% | 4,790 | -1,655 | -25.7% | -$22.48万 | 减仓 |
| EXPO | EXPONENT INC | $64.66万 | 0.25% | 9,910 | 9,910 | — | $64.66万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $63.42万 | 0.24% | 2,719 | 2,719 | — | $63.42万 | 新建仓 |
| ACI | ALBERTSONS COS INC | $63.05万 | 0.24% | 36,999 | 36,999 | — | $63.05万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $61.91万 | 0.24% | 4,271 | 600 | 16.3% | $8.70万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $61.83万 | 0.24% | 11,896 | -4,445 | -27.2% | -$23.10万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $61.54万 | 0.24% | 5,551 | 750 | 15.6% | $8.31万 | 加仓 |
| IWD | ISHARES TR | $60.66万 | 0.23% | 2,839 | 412 | 17.0% | $8.80万 | 加仓 |
| FTI | TECHNIPFMC PLC | $60.40万 | 0.23% | 8,737 | 8,737 | — | $60.40万 | 新建仓 |
| UAE | ISHARES TR | $60.16万 | 0.23% | 32,258 | 1,224 | 3.9% | $2.28万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $60.06万 | 0.23% | 2,457 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $59.50万 | 0.23% | 13,578 | 13,578 | — | $59.50万 | 新建仓 |
| QCOM | QUALCOMM INC | $58.70万 | 0.23% | 4,558 | -419 | -8.4% | -$5.40万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $58.63万 | 0.22% | 8,452 | -667 | -7.3% | -$4.63万 | 减仓 |
| GMAB | GENMAB A/S | $58.48万 | 0.22% | 21,797 | 232 | 1.1% | $6,225 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $57.84万 | 0.22% | 2,135 | 2,135 | — | $57.84万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $57.38万 | 0.22% | 2,164 | 2,164 | — | $57.38万 | 新建仓 |
| LLY | ELI LILLY & CO | $57.35万 | 0.22% | 624 | -931 | -59.9% | -$85.57万 | 减仓 |
| PUK | PRUDENTIAL PLC | $56.72万 | 0.22% | 19,951 | -228 | -1.1% | -$6,482 | 减仓 |
| HSBC | HSBC HLDGS PLC | $56.26万 | 0.22% | 6,820 | -3,270 | -32.4% | -$26.98万 | 减仓 |
| CRH | CRH PLC | $55.87万 | 0.21% | 5,315 | -1,136 | -17.6% | -$11.94万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $55.67万 | 0.21% | 8,614 | 2,167 | 33.6% | $14.00万 | 加仓 |
| RIO | RIO TINTO PLC | $55.04万 | 0.21% | 5,900 | -2,434 | -29.2% | -$22.71万 | 减仓 |
| BBY | BEST BUY INC | $54.75万 | 0.21% | 8,527 | 8,527 | — | $54.75万 | 新建仓 |
| BCS | BARCLAYS PLC | $54.49万 | 0.21% | 25,753 | -6,220 | -19.5% | -$13.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.82万 | 0.21% | 3,679 | 1,389 | 60.7% | $20.32万 | 加仓 |
| NMR | NOMURA HLDGS INC | $53.10万 | 0.20% | 67,303 | -15,783 | -19.0% | -$12.45万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $52.85万 | 0.20% | 9,039 | 288 | 3.3% | $1.68万 | 加仓 |
| NGG | NATIONAL GRID PLC | $52.63万 | 0.20% | 6,221 | -967 | -13.5% | -$8.18万 | 减仓 |
| MLI | MUELLER INDS INC | $52.18万 | 0.20% | 4,709 | -5,125 | -52.1% | -$56.79万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $51.90万 | 0.20% | 9,691 | 9,691 | — | $51.90万 | 新建仓 |
| USMV | ISHARES TR | $51.70万 | 0.20% | 5,575 | -4 | -0.1% | -$371 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $51.53万 | 0.20% | 2,536 | -525 | -17.2% | -$10.67万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $51.39万 | 0.20% | 8,557 | 2,577 | 43.1% | $15.48万 | 加仓 |
| ADT | ADT INC DEL | $50.97万 | 0.20% | 77,577 | -7,848 | -9.2% | -$5.16万 | 减仓 |
| TDW | TIDEWATER INC NEW | $50.48万 | 0.19% | 6,042 | -771 | -11.3% | -$6.44万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $50.12万 | 0.19% | 2,000 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $49.82万 | 0.19% | 5,630 | -911 | -13.9% | -$8.06万 | 减仓 |
| FLS | FLOWSERVE CORP | $49.79万 | 0.19% | 6,773 | -6,487 | -48.9% | -$47.69万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $49.37万 | 0.19% | 11,689 | 2,536 | 27.7% | $10.71万 | 加仓 |
| FTDR | FRONTDOOR INC | $48.15万 | 0.18% | 9,109 | 4,497 | 97.5% | $23.77万 | 重新持有 |
| GLD | SPDR GOLD TR | $48.14万 | 0.18% | 1,119 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $47.86万 | 0.18% | 6,047 | 1,079 | 21.7% | $8.54万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $47.72万 | 0.18% | 1,218 | 1,218 | — | $47.72万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $47.24万 | 0.18% | 29,843 | -17,824 | -37.4% | -$28.22万 | 重新持有 |
| SONY | SONY GROUP CORP | $46.95万 | 0.18% | 22,683 | 1,056 | 4.9% | $2.19万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.95万 | 0.18% | 5,086 | 5,086 | — | $46.95万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $46.69万 | 0.18% | 23,091 | 23,091 | — | $46.69万 | 新建仓 |
| UL | UNILEVER PLC | $46.44万 | 0.18% | 8,152 | 1,226 | 17.7% | $6.98万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $46.19万 | 0.18% | 2,241 | 2 | 0.1% | $412 | 加仓 |
| QQQ | INVESCO QQQ TR | $45.46万 | 0.17% | 788 | 39 | 5.2% | $2.25万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $45.41万 | 0.17% | 24,520 | 2,839 | 13.1% | $5.26万 | 加仓 |
| NOK | NOKIA CORP | $45.33万 | 0.17% | 56,385 | -52,099 | -48.0% | -$41.89万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $44.83万 | 0.17% | 2,759 | 2,759 | — | $44.83万 | 新建仓 |
| RELX | RELX PLC | $44.79万 | 0.17% | 13,512 | 1,889 | 16.3% | $6.26万 | 加仓 |
| HYD | VANECK ETF TRUST | $44.34万 | 0.17% | 8,843 | -1,789 | -16.8% | -$8.97万 | 减仓 |
| STM | STMICROELECTRONICS N V | $43.77万 | 0.17% | 12,670 | 1,439 | 12.8% | $4.97万 | 加仓 |
| RL | RALPH LAUREN CORP | $43.60万 | 0.17% | 1,268 | 122 | 10.6% | $4.20万 | 加仓 |
| — | EXXON MOBIL CORP | $42.49万 | 0.16% | 2,505 | -1 | -0.0% | -$170 | 减仓 |
| PFF | ISHARES TR | $42.11万 | 0.16% | 13,888 | 354 | 2.6% | $1.07万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $41.86万 | 0.16% | 14,995 | 14,995 | — | $41.86万 | 新建仓 |
| WNC | WABASH NATL CORP | $41.38万 | 0.16% | 48,007 | 48,007 | — | $41.38万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $41.25万 | 0.16% | 2,982 | 2,982 | — | $41.25万 | 新建仓 |
| DY | DYCOM INDS INC | $40.83万 | 0.16% | 1,205 | 1,205 | — | $40.83万 | 新建仓 |
| IWM | ISHARES TR | $40.65万 | 0.16% | 1,639 | 134 | 8.9% | $3.32万 | 加仓 |
| DBX | DROPBOX INC | $40.02万 | 0.15% | 17,616 | 17,616 | — | $40.02万 | 新建仓 |
| CDW | CDW CORP | $39.89万 | 0.15% | 3,296 | 669 | 25.5% | $8.10万 | 加仓 |
| KBR | KBR INC | $39.67万 | 0.15% | 10,763 | 10,763 | — | $39.67万 | 新建仓 |
| AMZN | AMAZON COM INC | $39.53万 | 0.15% | 1,898 | -267 | -12.3% | -$5.56万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $38.67万 | 0.15% | 14,113 | -4,643 | -24.8% | -$12.72万 | 减仓 |
| DGRW | WISDOMTREE TR | $38.54万 | 0.15% | 4,387 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $38.35万 | 0.15% | 878 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.23万 | 0.15% | 1,376 | 745 | 118.1% | $20.70万 | 重新持有 |
| UBS | UBS GROUP AG | $38.18万 | 0.15% | 9,772 | -5,178 | -34.6% | -$20.23万 | 减仓 |
| VIS | VANGUARD WORLD FD | $37.74万 | 0.14% | 1,209 | 1 | 0.1% | $312 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $37.69万 | 0.14% | 11,861 | 11,861 | — | $37.69万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $37.17万 | 0.14% | 9,104 | -5,066 | -35.8% | -$20.68万 | 减仓 |
| IDXX | IDEXX LABS INC | $37.08万 | 0.14% | 660 | 660 | — | $37.08万 | 新建仓 |
| CAT | CATERPILLAR INC | $36.90万 | 0.14% | 521 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $36.63万 | 0.14% | 1,302 | 1,302 | — | $36.63万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $36.46万 | 0.14% | 1,839 | -165 | -8.2% | -$3.27万 | 减仓 |
| FTNT | FORTINET INC | $36.36万 | 0.14% | 4,449 | -4,891 | -52.4% | -$39.97万 | 减仓 |
| OII | OCEANEERING INTL INC | $36.29万 | 0.14% | 10,231 | -2,579 | -20.1% | -$9.15万 | 减仓 |