Gallo Partners, LP
BLOOMFIELD NJ · SEC CIK 0002015727
$4,508.68万2026Q2 申报市值
34持仓数
54.1%前十大占比 · 第一大 8.6%
19 / 28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
NDSN 新建仓+$253.21万
ETR 加仓+$183.89万
DRAM 新建仓+$174.88万
MOG/A 新建仓+$162.25万
BWA 新建仓+$153.68万
2026Q2 卖出最多 按季末市值估算
MYRG 重新持有-$833.22万
PH 重新持有-$567.70万
HWM 重新持有-$396.54万
GM 重新持有-$282.78万
HXL 清仓-$277.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $386.28万 | 8.57% | 1,949 | 337 | 20.9% | $66.79万 | 加仓 |
| ETR | ENTERGY CORP NEW | $328.89万 | 7.29% | 28,634 | 16,010 | 126.8% | $183.89万 | 加仓 |
| CAT | CATERPILLAR INC | $295.94万 | 6.56% | 2,779 | -295 | -9.6% | -$31.41万 | 减仓 |
| RBC | RBC BEARINGS INC | $281.00万 | 6.23% | 4,363 | 771 | 21.5% | $49.66万 | 加仓 |
| NDSN | NORDSON CORP | $253.21万 | 5.62% | 8,393 | 8,393 | — | $253.21万 | 新建仓 |
| MTZ | MASTEC INC | $215.69万 | 4.78% | 5,184 | -4,288 | -45.3% | -$178.41万 | 减仓 |
| CLH | CLEAN HARBORS INC | $178.29万 | 3.95% | 5,968 | -4,081 | -40.6% | -$121.92万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $174.88万 | 3.88% | 23,681 | 23,681 | — | $174.88万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $163.31万 | 3.62% | 6,074 | -14,749 | -70.8% | -$396.54万 | 重新持有 |
| MOG/A | MOOG INC | $162.25万 | 3.60% | 3,828 | 3,828 | — | $162.25万 | 新建仓 |
| BWA | BORGWARNER INC | $153.68万 | 3.41% | 23,145 | 23,145 | — | $153.68万 | 新建仓 |
| ALM | ALMONTY INDS INC | $139.45万 | 3.09% | 84,208 | 84,208 | — | $139.45万 | 新建仓 |
| EZPW | EZCORP INC | $119.16万 | 2.64% | 34,470 | 34,470 | — | $119.16万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $119.01万 | 2.64% | 4,112 | 4,112 | — | $119.01万 | 新建仓 |
| TKR | TIMKEN CO | $110.98万 | 2.46% | 7,637 | 7,637 | — | $110.98万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $110.80万 | 2.46% | 6,432 | -4,239 | -39.7% | -$73.03万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $109.70万 | 2.43% | 14,088 | -4,403 | -23.8% | -$34.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $100.87万 | 2.24% | 5,041 | 5,041 | — | $100.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $99.91万 | 2.22% | 4,192 | 4,192 | — | $99.91万 | 新建仓 |
| NPO | ENPRO INC | $99.89万 | 2.22% | 2,650 | 2,650 | — | $99.89万 | 新建仓 |
| DHI | D R HORTON INC | $98.43万 | 2.18% | 6,043 | 6,043 | — | $98.43万 | 新建仓 |
| QXO | QXO INC | $97.19万 | 2.16% | 56,242 | 56,242 | — | $97.19万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $80.19万 | 1.78% | 1,089 | 1,089 | — | $80.19万 | 新建仓 |
| GE | GE AEROSPACE | $80.02万 | 1.77% | 2,141 | 2,141 | — | $80.02万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $77.51万 | 1.72% | 4,903 | -8,874 | -64.4% | -$140.28万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $71.50万 | 1.59% | 4,826 | 4,826 | — | $71.50万 | 新建仓 |
| MYRG | MYR GROUP INC | $65.30万 | 1.45% | 1,305 | -16,651 | -92.7% | -$833.22万 | 重新持有 |
| ATI | ATI INC | $58.62万 | 1.30% | 2,974 | -6,668 | -69.2% | -$131.43万 | 减仓 |
| HUT | HUT 8 CORP | $54.73万 | 1.21% | 4,741 | 4,741 | — | $54.73万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $53.50万 | 1.19% | 547 | -5,804 | -91.4% | -$567.70万 | 重新持有 |
| GM | GENERAL MTRS CO | $51.83万 | 1.15% | 6,724 | -36,687 | -84.5% | -$282.78万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $48.11万 | 1.07% | 780 | 780 | — | $48.11万 | 新建仓 |
| SNDK | SANDISK CORP | $40.24万 | 0.89% | 177 | -642 | -78.4% | -$145.97万 | 减仓 |
| WULF | TERAWULF INC | $28.31万 | 0.63% | 11,462 | 11,462 | — | $28.31万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -34,298 | -100.0% | -$277.57万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -18,338 | -100.0% | -$240.14万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -38,177 | -100.0% | -$233.87万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,268 | -100.0% | -$181.82万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -7,705 | -100.0% | -$177.05万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -28,865 | -100.0% | -$170.59万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -4,482 | -100.0% | -$160.42万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -2,607 | -100.0% | -$157.56万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -2,797 | -100.0% | -$150.48万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -24,846 | -100.0% | -$141.05万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -4,850 | -100.0% | -$128.60万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -9,134 | -100.0% | -$124.19万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -20,623 | -100.0% | -$104.48万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -7,507 | -100.0% | -$102.45万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -23,711 | -100.0% | -$102.34万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -4,961 | -100.0% | -$95.70万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -6,242 | -100.0% | -$91.89万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -2,579 | -100.0% | -$87.52万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -5,690 | -100.0% | -$81.31万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -51,089 | -100.0% | -$78.17万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -1,493 | -100.0% | -$57.96万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -9,483 | -100.0% | -$55.17万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -2,686 | -100.0% | -$52.26万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,645 | -100.0% | -$39.19万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,782 | -100.0% | -$30.82万 | 清仓 |
| COPX | GLOBAL X FDS | $0 | 0.00% | 0 | -4,000 | -100.0% | -$30.54万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -908 | -100.0% | -$24.56万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -2,416 | -100.0% | -$20.71万 | 清仓 |