Gallagher Capital Advisors, LLC
Argyle TX · SEC CIK 0002034519
$1.48亿2026Q1 申报市值
65持仓数
50.4%前十大占比 · 第一大 12.4%
4 / 6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
IVE 加仓+$1,785.66万
IEF 新建仓+$480.94万
IOO 加仓+$345.23万
IDV 加仓+$164.72万
META 加仓+$105.37万
2026Q1 卖出最多 按季末市值估算
PSX 减仓-$619.12万
IJJ 清仓-$351.25万
VB 减仓-$173.13万
STPZ 清仓-$59.67万
CRM 清仓-$46.29万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -28,883 | -100.0% | -$351.25万 | 清仓 |
| STPZ | PIMCO ETF TR | $0 | 0.00% | 0 | -13,939 | -100.0% | -$59.67万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,747 | -100.0% | -$46.29万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$33.19万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,048 | -100.0% | -$26.92万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,685 | -100.0% | -$24.70万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $20.56万 | 0.14% | 1,423 | 9 | 0.6% | $1,300 | 加仓 |
| VTV | VANGUARD INDEX FDS | $21.50万 | 0.15% | 1,096 | 6 | 0.6% | $1,177 | 加仓 |
| NVO | NOVO-NORDISK A S | $23.30万 | 0.16% | 6,339 | 91 | 1.5% | $3,344 | 加仓 |
| CVX | CHEVRON CORPORATION | $23.30万 | 0.16% | 1,145 | -731 | -39.0% | -$14.88万 | 重新持有 |
| SHOP | SHOPIFY INC | $24.85万 | 0.17% | 2,095 | 612 | 41.3% | $7.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.36万 | 0.17% | 300 | -40 | -11.8% | -$3.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.45万 | 0.17% | 753 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $26.94万 | 0.18% | 1,232 | 1 | 0.1% | $219 | 加仓 |
| VB | VANGUARD INDEX FDS | $27.86万 | 0.19% | 1,064 | -6,612 | -86.1% | -$173.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $29.88万 | 0.20% | 2,264 | 10 | 0.4% | $1,320 | 加仓 |
| — | STELLUS CAP INVT CORP | $31.31万 | 0.21% | 34,000 | 0 | 0.0% | — | 重新持有 |
| — | PENNANTPARK INVT CORP | $31.80万 | 0.21% | 70,826 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.03万 | 0.23% | 1,868 | -33,989 | -94.8% | -$619.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.40万 | 0.27% | 1,937 | 250 | 14.8% | $5.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.11万 | 0.28% | 2,569 | 908 | 54.7% | $14.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $42.58万 | 0.29% | 655 | -20 | -3.0% | -$1.30万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $43.25万 | 0.29% | 1,260 | -8 | -0.6% | -$2,746 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $44.52万 | 0.30% | 2,713 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $50.56万 | 0.34% | 1,360 | 172 | 14.5% | $6.39万 | 加仓 |
| IYF | ISHARES TR | $51.01万 | 0.34% | 6,323 | 358 | 6.0% | $2.89万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $51.49万 | 0.35% | 862 | 3 | 0.3% | $1,792 | 加仓 |
| IAT | ISHARES TR | $51.77万 | 0.35% | 9,615 | 47 | 0.5% | $2,531 | 加仓 |
| BAC | BANK AMERICA CORP | $52.78万 | 0.36% | 10,826 | 43 | 0.4% | $2,096 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $61.95万 | 0.42% | 1 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $68.43万 | 0.46% | 6,279 | 6,279 | — | $68.43万 | 新建仓 |
| AGG | ISHARES TR | $74.69万 | 0.50% | 7,524 | 7,524 | — | $74.69万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $76.93万 | 0.52% | 9,110 | 1,202 | 15.2% | $10.15万 | 加仓 |
| — | EXXON MOBIL CORP | $79.89万 | 0.54% | 4,709 | -107 | -2.2% | -$1.82万 | 减仓 |
| USB | US BANCORP | $82.29万 | 0.56% | 15,823 | -1,125 | -6.6% | -$5.85万 | 减仓 |
| VEEV | VEEVA SYS INC | $93.98万 | 0.63% | 5,350 | -531 | -9.0% | -$9.33万 | 重新持有 |
| IYC | ISHARES TR | $103.72万 | 0.70% | 10,702 | 10,702 | — | $103.72万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $113.94万 | 0.77% | 15,841 | -290 | -1.8% | -$2.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $119.64万 | 0.81% | 8,179 | -93 | -1.1% | -$1.36万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $128.43万 | 0.87% | 2,125 | 357 | 20.2% | $21.58万 | 加仓 |
| AVGO | BROADCOM INC | $147.20万 | 0.99% | 4,756 | 2,879 | 153.4% | $89.11万 | 加仓 |
| MS | MORGAN STANLEY | $165.60万 | 1.12% | 10,063 | -35 | -0.3% | -$5,760 | 减仓 |
| GOOGL | ALPHABET INC | $165.79万 | 1.12% | 5,765 | 3,036 | 111.2% | $87.31万 | 加仓 |
| LLY | ELI LILLY & CO | $166.80万 | 1.13% | 1,814 | -54 | -2.9% | -$4.97万 | 减仓 |
| SNOW | SNOWFLAKE INC | $168.38万 | 1.14% | 11,164 | -477 | -4.1% | -$7.19万 | 减仓 |
| NOW | SERVICENOW INC | $192.42万 | 1.30% | 18,405 | -962 | -5.0% | -$10.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $210.63万 | 1.42% | 4,569 | -181 | -3.8% | -$8.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $211.63万 | 1.43% | 5,126 | -184 | -3.5% | -$7.60万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $219.94万 | 1.49% | 43,812 | 641 | 1.5% | $3.22万 | 加仓 |
| META | META PLATFORMS INC | $220.47万 | 1.49% | 3,854 | 1,842 | 91.6% | $105.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $244.65万 | 1.65% | 5,601 | -150 | -2.6% | -$6.55万 | 减仓 |
| WMT | WALMART INC | $252.77万 | 1.71% | 20,338 | -712 | -3.4% | -$8.85万 | 减仓 |
| NFLX | NETFLIX INC. | $285.10万 | 1.93% | 29,652 | 1,897 | 6.8% | $18.24万 | 加仓 |
| BX | BLACKSTONE INC | $291.59万 | 1.97% | 25,358 | 6,583 | 35.1% | $75.70万 | 加仓 |
| V | VISA INC | $334.22万 | 2.26% | 11,058 | -77 | -0.7% | -$2.33万 | 减仓 |
| IJR | ISHARES TR | $335.71万 | 2.27% | 27,006 | -100 | -0.4% | -$1.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $337.47万 | 2.28% | 11,472 | -98 | -0.8% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $391.96万 | 2.65% | 18,820 | -512 | -2.6% | -$10.66万 | 减仓 |
| PFE | PFIZER INC | $392.41万 | 2.65% | 139,747 | 1,069 | 0.8% | $3.00万 | 加仓 |
| HDV | ISHARES TR | $393.43万 | 2.66% | 28,988 | -1,612 | -5.3% | -$21.88万 | 重新持有 |
| IOO | ISHARES TR | $393.57万 | 2.66% | 32,535 | 28,539 | 714.2% | $345.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $399.06万 | 2.70% | 4,005 | -5 | -0.1% | -$4,982 | 减仓 |
| IDV | ISHARES TR | $409.70万 | 2.77% | 96,263 | 38,704 | 67.2% | $164.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $434.81万 | 2.94% | 11,746 | -273 | -2.3% | -$10.11万 | 减仓 |
| IYW | ISHARES TR | $473.06万 | 3.20% | 26,076 | -509 | -1.9% | -$9.23万 | 减仓 |
| IEF | ISHARES TR | $480.94万 | 3.25% | 31,764 | 31,764 | — | $480.94万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $603.12万 | 4.07% | 40,724 | 717 | 1.8% | $10.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $726.24万 | 4.91% | 41,642 | 899 | 2.2% | $15.68万 | 加仓 |
| AAPL | APPLE INC | $732.32万 | 4.95% | 28,855 | -751 | -2.5% | -$19.06万 | 减仓 |
| IJH | ISHARES TR | $1,364.74万 | 9.22% | 202,094 | -4,364 | -2.1% | -$29.47万 | 减仓 |
| IVE | ISHARES TR | $1,841.06万 | 12.44% | 158,615 | 153,842 | 3,223.2% | $1,785.66万 | 加仓 |