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 |
|---|---|---|---|---|---|---|---|---|
| — | ANNOVIS BIO INC | $1.27万 | 0.00% | 5,705 | 5,705 | — | $1.27万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -6,451 | -100.0% | -$92.56万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -21,849 | -100.0% | -$83.86万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -4,508 | -100.0% | -$83.17万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -12,381 | -100.0% | -$82.39万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -3,929 | -100.0% | -$81.04万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -18,435 | -100.0% | -$80.34万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -34,307 | -100.0% | -$80.07万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -10,004 | -100.0% | -$79.05万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,880 | -100.0% | -$77.28万 | 清仓 |
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | -27,029 | -100.0% | -$76.79万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,046 | -100.0% | -$74.40万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -20,144 | -100.0% | -$72.62万 | 清仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $0 | 0.00% | 0 | -11,383 | -100.0% | -$69.74万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | -10,548 | -100.0% | -$65.90万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -1,689 | -100.0% | -$65.70万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,477 | -100.0% | -$65.62万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -15,282 | -100.0% | -$64.24万 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -12,992 | -100.0% | -$62.55万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -13,814 | -100.0% | -$61.76万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,253 | -100.0% | -$61.45万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -9,329 | -100.0% | -$60.04万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -5,410 | -100.0% | -$52.88万 | 清仓 |
| OSPN | ONESPAN INC | $0 | 0.00% | 0 | -38,519 | -100.0% | -$49.46万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$48.71万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -11,291 | -100.0% | -$47.92万 | 清仓 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -10,181 | -100.0% | -$47.59万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -906 | -100.0% | -$43.98万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGRC | MCGRATH RENTCORP | $0 | 0.00% | 0 | -4,026 | -100.0% | -$42.24万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -5,389 | -100.0% | -$42.17万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,296 | -100.0% | -$40.96万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -19,666 | -100.0% | -$39.49万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -3,117 | -100.0% | -$38.68万 | 清仓 |
| XPEL | XPEL INC | $0 | 0.00% | 0 | -7,748 | -100.0% | -$38.67万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -827 | -100.0% | -$37.49万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -3,706 | -100.0% | -$37.37万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -9,732 | -100.0% | -$37.32万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,431 | -100.0% | -$37.24万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -4,391 | -100.0% | -$37.04万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -647 | -100.0% | -$36.67万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -9,765 | -100.0% | -$35.91万 | 清仓 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -8,509 | -100.0% | -$35.16万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -85,449 | -100.0% | -$34.61万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1,518 | -100.0% | -$32.40万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -1,551 | -100.0% | -$31.80万 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$31.21万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -462 | -100.0% | -$30.58万 | 清仓 |
| PRG | PROG HOLDINGS INC | $0 | 0.00% | 0 | -10,362 | -100.0% | -$30.56万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,461 | -100.0% | -$29.67万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,759 | -100.0% | -$29.45万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,509 | -100.0% | -$29.40万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,811 | -100.0% | -$28.83万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,197 | -100.0% | -$27.65万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -649 | -100.0% | -$27.05万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -7,958 | -100.0% | -$26.52万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,818 | -100.0% | -$26.11万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -998 | -100.0% | -$25.64万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,866 | -100.0% | -$25.32万 | 清仓 |
| ATEN | A10 NETWORKS INC | $0 | 0.00% | 0 | -14,308 | -100.0% | -$25.31万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,484 | -100.0% | -$24.69万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -2,373 | -100.0% | -$24.60万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -528 | -100.0% | -$23.74万 | 清仓 |
| FELE | FRANKLIN ELEC INC | $0 | 0.00% | 0 | -2,476 | -100.0% | -$23.65万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -1,127 | -100.0% | -$23.42万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -921 | -100.0% | -$23.23万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -23,331 | -100.0% | -$23.07万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,270 | -100.0% | -$22.12万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -2,059 | -100.0% | -$22.07万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -863 | -100.0% | -$22.03万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$21.56万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,692 | -100.0% | -$21.55万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -9,265 | -100.0% | -$21.53万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,764 | -100.0% | -$21.33万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -707 | -100.0% | -$21.26万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -826 | -100.0% | -$20.06万 | 清仓 |