Gallo Partners, LP
BLOOMFIELD NJ · SEC CIK 0002015727
$5,229.34万2026Q1 申报市值
39持仓数
45.1%前十大占比 · 第一大 5.8%
27 / 22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
CLH 新建仓+$288.13万
HXL 新建仓+$277.57万
XLE 新建仓+$233.87万
ATO 新建仓+$197.11万
RBC 新建仓+$195.09万
2026Q1 卖出最多 按季末市值估算
IWM 清仓-$711.65万
EMBJ 清仓-$580.77万
ZWS 清仓-$543.72万
AEP 清仓-$543.56万
SPGI 清仓-$540.04万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $304.75万 | 5.83% | 9,472 | -1,328 | -12.3% | -$42.73万 | 重新持有 |
| CLH | CLEAN HARBORS INC | $288.13万 | 5.51% | 10,049 | 10,049 | — | $288.13万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $277.57万 | 5.31% | 34,298 | 34,298 | — | $277.57万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $240.14万 | 4.59% | 18,338 | 1,850 | 11.2% | $24.23万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $233.87万 | 4.47% | 38,177 | 38,177 | — | $233.87万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $222.29万 | 4.25% | 1,612 | -2,850 | -63.9% | -$393.01万 | 减仓 |
| CAT | CATERPILLAR INC | $217.78万 | 4.16% | 3,074 | -3,066 | -49.9% | -$217.21万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $197.11万 | 3.77% | 10,671 | 10,671 | — | $197.11万 | 新建仓 |
| RBC | RBC BEARINGS INC | $195.09万 | 3.73% | 3,592 | 3,592 | — | $195.09万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $181.82万 | 3.48% | 5,268 | 5,268 | — | $181.82万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $177.05万 | 3.39% | 7,705 | 7,705 | — | $177.05万 | 新建仓 |
| TEX | TEREX CORP NEW | $170.59万 | 3.26% | 28,865 | 28,865 | — | $170.59万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $165.16万 | 3.16% | 13,777 | 15 | 0.1% | $1,798 | 重新持有 |
| WWD | WOODWARD INC | $160.42万 | 3.07% | 4,482 | 4,482 | — | $160.42万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $157.56万 | 3.01% | 2,607 | 2,607 | — | $157.56万 | 新建仓 |
| CMI | CUMMINS INC | $150.48万 | 2.88% | 2,797 | -4,198 | -60.0% | -$225.86万 | 减仓 |
| ETR | ENTERGY CORP NEW | $141.84万 | 2.71% | 12,624 | 12,624 | — | $141.84万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $141.05万 | 2.70% | 24,846 | 24,846 | — | $141.05万 | 新建仓 |
| ATI | ATI INC | $140.25万 | 2.68% | 9,642 | 6,971 | 261.0% | $101.40万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $128.60万 | 2.46% | 4,850 | -1,867 | -27.8% | -$49.50万 | 减仓 |
| GLW | CORNING INC | $124.19万 | 2.37% | 9,134 | 9,134 | — | $124.19万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $106.47万 | 2.04% | 18,491 | 18,491 | — | $106.47万 | 新建仓 |
| FE | FIRSTENERGY CORP | $104.48万 | 2.00% | 20,623 | 20,623 | — | $104.48万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $102.45万 | 1.96% | 7,507 | -11,727 | -61.0% | -$160.04万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $102.34万 | 1.96% | 23,711 | 23,711 | — | $102.34万 | 新建仓 |
| RTX | RTX CORPORATION | $95.70万 | 1.83% | 4,961 | 4,961 | — | $95.70万 | 新建仓 |
| OSK | OSHKOSH CORP | $91.89万 | 1.76% | 6,242 | 6,242 | — | $91.89万 | 新建仓 |
| LFUS | LITTELFUSE INC | $87.52万 | 1.67% | 2,579 | 2,579 | — | $87.52万 | 新建仓 |
| SII | SPROTT INC | $81.31万 | 1.55% | 5,690 | 5,690 | — | $81.31万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $78.17万 | 1.49% | 51,089 | 51,089 | — | $78.17万 | 新建仓 |
| CIEN | CIENA CORP | $57.96万 | 1.11% | 1,493 | 1,493 | — | $57.96万 | 新建仓 |
| TS | TENARIS S A | $55.17万 | 1.06% | 9,483 | 9,483 | — | $55.17万 | 新建仓 |
| XPO | XPO INC | $52.26万 | 1.00% | 2,686 | -20,998 | -88.7% | -$408.52万 | 减仓 |
| SNDK | SANDISK CORP | $52.03万 | 1.00% | 819 | 819 | — | $52.03万 | 新建仓 |
| COHR | COHERENT CORP | $39.19万 | 0.75% | 1,645 | 1,645 | — | $39.19万 | 新建仓 |
| MLI | MUELLER INDS INC | $30.82万 | 0.59% | 2,782 | -14,964 | -84.3% | -$165.80万 | 减仓 |
| COPX | GLOBAL X FDS | $30.54万 | 0.58% | 4,000 | 4,000 | — | $30.54万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $24.56万 | 0.47% | 908 | -13,074 | -93.5% | -$353.64万 | 减仓 |
| ULS | UL SOLUTIONS INC | $20.71万 | 0.40% | 2,416 | 2,416 | — | $20.71万 | 新建仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -28,910 | -100.0% | -$711.65万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -90,224 | -100.0% | -$580.77万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -116,955 | -100.0% | -$543.72万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -47,139 | -100.0% | -$543.56万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -10,334 | -100.0% | -$540.04万 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -59,871 | -100.0% | -$530.82万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -35,315 | -100.0% | -$477.25万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -40,980 | -100.0% | -$426.77万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -11,084 | -100.0% | -$399.07万 | 清仓 |
| MYRG | MYR GROUP INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -6,230 | -100.0% | -$343.44万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -26,647 | -100.0% | -$289.25万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -4,460 | -100.0% | -$277.71万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -2,839 | -100.0% | -$229.77万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -3,366 | -100.0% | -$219.99万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -10,461 | -100.0% | -$183.44万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -4,059 | -100.0% | -$157.98万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -39,728 | -100.0% | -$139.52万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -3,796 | -100.0% | -$129.09万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -58,573 | -100.0% | -$116.29万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -59,572 | -100.0% | -$98.23万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -17,062 | -100.0% | -$90.67万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -67,283 | -100.0% | -$21.80万 | 清仓 |