Gallacher Capital Management LLC 13F 持仓 · 2026年Q2
Gallacher Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 258 只证券，申报市值合计 1.78 亿美元。前几大持仓：SMTH（4.46%）、IVW（3.26%）、JBND（3.21%）。本季前 25 大持仓中：增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SMTH | ALPS ETF TR | $8.0M | 4.46% | 309,268 | 减持 |
| 2 | IVW | ISHARES TR | $5.8M | 3.26% | 42,293 | 减持 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $5.7M | 3.21% | 106,996 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.3M | 2.96% | 10,553 | 持平 |
| 5 | VTI | VANGUARD INDEX FDS | $4.3M | 2.40% | 11,573 | 减持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.19% | 77,303 | 减持 |
| 7 | EMXC | ISHARES INC | $3.6M | 2.02% | 35,142 | 减持 |
| 8 | AAPL | APPLE INC | $2.9M | 1.65% | 10,167 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $2.9M | 1.61% | 4,175 | 减持 |
| 10 | IVV | ISHARES TR | $2.7M | 1.51% | 3,602 | 减持 |
| 11 | DGRO | ISHARES TR | $2.4M | 1.37% | 32,201 | 增持 |
| 12 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.36% | 33,472 | 减持 |
| 13 | DIA | STATE STR SPDR DOW JONES IND | $2.0M | 1.14% | 3,893 | 增持 |
| 14 | ILF | ISHARES TR | $1.8M | 0.99% | 52,412 | 减持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $1.7M | 0.93% | 8,748 | 减持 |
| 16 | VGT | VANGUARD WORLD FD | $1.6M | 0.90% | 13,356 | 增持 |
| 17 | IWF | ISHARES TR | $1.6M | 0.89% | 12,722 | 增持 |
| 18 | FPE | FIRST TR EXCH TRADED FD III | $1.6M | 0.87% | 86,985 | 减持 |
| 19 | INTF | ISHARES TR | $1.5M | 0.83% | 36,026 | 减持 |
| 20 | MCHI | ISHARES TR | $1.4M | 0.81% | 28,354 | 减持 |
| 21 | MTUM | ISHARES TR | $1.4M | 0.80% | 4,171 | 减持 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.75% | 5,658 | 增持 |
| 23 | MU | MICRON TECHNOLOGY INC | $1.3M | 0.73% | 1,120 | 增持 |
| 24 | LRCX | LAM RESEARCH CORP | $1.2M | 0.69% | 2,826 | 减持 |
| 25 | GOOGL | ALPHABET INC | $1.1M | 0.64% | 3,206 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR