Gallagher Capital Advisors, LLC
Argyle TX · SEC CIK 0002034519
$1.74亿2026Q2 申报市值
71持仓数
52.0%前十大占比 · 第一大 11.9%
6 / 5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
ALLY 新建仓+$229.75万
IVV 重新持有+$212.84万
IOO 加仓+$146.39万
IDV 加仓+$92.58万
CMCSA 新建仓+$56.47万
2026Q2 卖出最多 按季末市值估算
IVE 减仓-$3,492.20万
IEF 清仓-$480.94万
SNOW 清仓-$168.38万
IVW 重新持有-$134.39万
IYC 清仓-$103.72万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $2,070.23万 | 11.87% | 150,529 | -9,772 | -6.1% | -$134.39万 | 重新持有 |
| IJH | ISHARES TR | $1,471.09万 | 8.43% | 190,778 | -11,316 | -5.6% | -$87.26万 | 减仓 |
| IVV | ISHARES TR | $971.09万 | 5.57% | 12,967 | 2,842 | 28.1% | $212.84万 | 重新持有 |
| AAPL | APPLE INC | $829.69万 | 4.76% | 28,673 | -182 | -0.6% | -$5.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $826.70万 | 4.74% | 41,316 | -326 | -0.8% | -$6.52万 | 减仓 |
| IYW | ISHARES TR | $688.60万 | 3.95% | 27,388 | 1,312 | 5.0% | $32.99万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $639.67万 | 3.67% | 40,478 | -246 | -0.6% | -$3.89万 | 减仓 |
| IOO | ISHARES TR | $590.82万 | 3.39% | 43,252 | 10,717 | 32.9% | $146.39万 | 加仓 |
| DVY | ISHARES TR | $494.81万 | 2.84% | 31,658 | -85 | -0.3% | -$1.33万 | 重新持有 |
| IDV | ISHARES TR | $491.39万 | 2.82% | 118,608 | 22,345 | 23.2% | $92.58万 | 加仓 |
| AMZN | AMAZON COM INC | $446.17万 | 2.56% | 18,720 | -100 | -0.5% | -$2.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $433.94万 | 2.49% | 11,633 | -113 | -1.0% | -$4.22万 | 减仓 |
| HDV | ISHARES TR | $398.27万 | 2.28% | 145,302 | 362 | 0.2% | $9,922 | 加仓 |
| IJR | ISHARES TR | $395.02万 | 2.26% | 26,635 | -371 | -1.4% | -$5.50万 | 减仓 |
| V | VISA INC | $379.50万 | 2.18% | 11,061 | 3 | 0.0% | $1,029 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $376.39万 | 2.16% | 4,024 | 19 | 0.5% | $1.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $372.83万 | 2.14% | 11,390 | -82 | -0.7% | -$2.68万 | 减仓 |
| PFE | PFIZER INC | $340.11万 | 1.95% | 141,242 | 1,495 | 1.1% | $3.60万 | 加仓 |
| BX | BLACKSTONE INC | $306.65万 | 1.76% | 26,060 | 702 | 2.8% | $8.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $265.02万 | 1.52% | 30,766 | -2,840 | -8.5% | -$24.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $255.85万 | 1.47% | 5,113 | -13 | -0.3% | -$6,505 | 减仓 |
| WMT | WALMART INC | $229.91万 | 1.32% | 20,299 | -39 | -0.2% | -$4,417 | 减仓 |
| ALLY | ALLY FINL INC | $229.75万 | 1.32% | 50,000 | 50,000 | — | $229.75万 | 新建仓 |
| META | META PLATFORMS INC | $220.26万 | 1.26% | 3,910 | 56 | 1.5% | $3.15万 | 加仓 |
| NFLX | NETFLIX INC. | $219.78万 | 1.26% | 30,782 | 1,130 | 3.8% | $8.07万 | 加仓 |
| LLY | ELI LILLY & CO | $216.64万 | 1.24% | 1,806 | -8 | -0.4% | -$9,596 | 减仓 |
| MS | MORGAN STANLEY | $211.44万 | 1.21% | 10,115 | 52 | 0.5% | $1.09万 | 加仓 |
| GOOGL | ALPHABET INC | $208.96万 | 1.20% | 5,847 | 82 | 1.4% | $2.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $186.36万 | 1.07% | 44,016 | 204 | 0.5% | $8,637 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $178.64万 | 1.02% | 4,492 | -77 | -1.7% | -$3.06万 | 减仓 |
| AVGO | BROADCOM INC | $176.80万 | 1.01% | 4,770 | 14 | 0.3% | $5,189 | 加仓 |
| NOW | SERVICENOW INC | $174.69万 | 1.00% | 17,596 | -809 | -4.4% | -$8.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $140.59万 | 0.81% | 12,050 | 3,871 | 47.3% | $45.16万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.58万 | 0.67% | 2,725 | 12 | 0.4% | $5,178 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $114.60万 | 0.66% | 15,881 | 40 | 0.3% | $2,886 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.52万 | 0.65% | 1,937 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $112.45万 | 0.64% | 2,207 | 82 | 3.9% | $4.18万 | 加仓 |
| IVE | ISHARES TR | $109.21万 | 0.63% | 4,810 | -153,805 | -97.0% | -$3,492.20万 | 减仓 |
| USB | US BANCORP | $96.58万 | 0.55% | 15,991 | 168 | 1.1% | $1.01万 | 加仓 |
| VEEV | VEEVA SYS INC | $78.26万 | 0.45% | 4,410 | -940 | -17.6% | -$16.68万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $69.21万 | 0.40% | 8,331 | -779 | -8.6% | -$6.47万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $65.25万 | 0.37% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $64.82万 | 0.37% | 4,741 | 32 | 0.7% | $4,375 | 加仓 |
| AGG | ISHARES TR | $62.00万 | 0.36% | 6,264 | -1,260 | -16.7% | -$12.47万 | 减仓 |
| BAC | BANK OF AMER CORP | $61.73万 | 0.35% | 10,834 | 8 | 0.1% | $456 | 加仓 |
| IAT | ISHARES TR | $60.20万 | 0.35% | 9,677 | 62 | 0.6% | $3,857 | 加仓 |
| LQD | ISHARES TR | $59.59万 | 0.34% | 5,464 | -815 | -13.0% | -$8.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $59.36万 | 0.34% | 864 | 2 | 0.2% | $1,374 | 加仓 |
| CMCSA | COMCAST CORP NEW | $56.47万 | 0.32% | 23,000 | 23,000 | — | $56.47万 | 新建仓 |
| TSLA | TESLA INC | $56.02万 | 0.32% | 1,332 | -28 | -2.1% | -$1.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.91万 | 0.31% | 6,816 | 4,859 | 248.3% | $39.15万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.14万 | 0.28% | 658 | 3 | 0.5% | $2,240 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $44.84万 | 0.26% | 1,266 | 6 | 0.5% | $2,125 | 加仓 |
| WFC | WELLS FARGO & CO | $41.18万 | 0.24% | 4,983 | -782 | -13.6% | -$6.46万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.49万 | 0.23% | 827 | 74 | 9.8% | $3.53万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.38万 | 0.20% | 1,453 | -1,116 | -43.4% | -$26.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $32.21万 | 0.18% | 1,063 | -1 | -0.1% | -$303 | 减仓 |
| SHOP | SHOPIFY INC | $31.71万 | 0.18% | 2,777 | 682 | 32.6% | $7.79万 | 加仓 |
| PSX | PHILLIPS 66 | $31.63万 | 0.18% | 1,871 | 3 | 0.2% | $507 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.45万 | 0.17% | 301 | 1 | 0.3% | $1,012 | 加仓 |
| ITA | ISHARES TR | $29.88万 | 0.17% | 1,233 | 1 | 0.1% | $242 | 加仓 |
| NVO | NOVO-NORDISK A S | $29.84万 | 0.17% | 6,224 | -115 | -1.8% | -$5,513 | 减仓 |
| — | STELLUS CAP INVT CORP | $28.63万 | 0.16% | 34,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $28.12万 | 0.16% | 1,646 | 1,646 | — | $28.12万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.72万 | 0.16% | 8,742 | 8,742 | — | $27.72万 | 新建仓 |
| — | PENNANTPARK INVT CORP | $24.58万 | 0.14% | 70,826 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $24.00万 | 0.14% | 1,101 | 5 | 0.5% | $1,090 | 加仓 |
| COP | CONOCOPHILLIPS | $23.51万 | 0.13% | 2,262 | -2 | -0.1% | -$208 | 减仓 |
| PG | PROCTER & GAMBLE CO | $21.03万 | 0.12% | 1,434 | 11 | 0.8% | $1,613 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $17.15万 | 0.10% | 19,597 | 19,597 | — | $17.15万 | 新建仓 |
| SNAP | SNAP INC | $4.69万 | 0.03% | 10,566 | 10,566 | — | $4.69万 | 新建仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -31,764 | -100.0% | -$480.94万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -11,164 | -100.0% | -$168.38万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -10,702 | -100.0% | -$103.72万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -6,323 | -100.0% | -$51.01万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,145 | -100.0% | -$23.30万 | 清仓 |