Gallagher Capital Advisors, LLC 13F 持仓 · 2026年Q3
Gallagher Capital Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 72 只证券,申报市值合计 1.87 亿美元。前几大持仓:IVW(11.42%)、IJH(7.33%)、IVV(5.30%)。本季前 25 大持仓中:新建仓 2 只、增持 8 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $21.3M | 11.42% | 149,738 | 减持 |
| 2 | IJH | ISHARES TR | $13.7M | 7.33% | 190,014 | 减持 |
| 3 | IVV | ISHARES TR | $9.9M | 5.30% | 12,914 | 减持 |
| 4 | AAPL | APPLE INC | $9.7M | 5.18% | 29,046 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $9.4M | 5.04% | 41,194 | 减持 |
| 6 | IYW | ISHARES TR | $7.2M | 3.87% | 27,356 | 减持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $6.3M | 3.36% | 40,358 | 减持 |
| 8 | IOO | ISHARES TR | $6.2M | 3.31% | 42,892 | 减持 |
| 9 | MRNA | MODERNA INC | $6.0M | 3.20% | 11,652 | 新建仓 |
| 10 | SPCX | SPACE EXPLORATION TECHN CORP | $5.3M | 2.82% | 34,823 | 增持 |
| 11 | IDV | ISHARES TR | $5.0M | 2.70% | 119,515 | 增持 |
| 12 | DVY | ISHARES TR | $4.8M | 2.60% | 31,892 | 增持 |
| 13 | AMZN | AMAZON COM INC | $4.7M | 2.50% | 18,712 | 减持 |
| 14 | PFE | PFIZER INC | $4.1M | 2.19% | 143,311 | 增持 |
| 15 | HDV | ISHARES TR | $4.1M | 2.18% | 145,730 | 增持 |
| 16 | V | VISA INC | $4.0M | 2.13% | 11,049 | 减持 |
| 17 | JPM | JPMORGAN CHASE & CO | $3.8M | 2.02% | 11,380 | 减持 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.6M | 1.94% | 3,976 | 减持 |
| 19 | IJR | ISHARES TR | $3.6M | 1.93% | 26,410 | 减持 |
| 20 | SNAP | SNAP INC | $3.6M | 1.92% | 10,526 | 减持 |
| 21 | BX | BLACKSTONE INC | $3.0M | 1.58% | 26,376 | 增持 |
| 22 | MU | MICRON TECHNOLOGY INC | $2.8M | 1.52% | 3,913 | 新建仓 |
| 23 | VUG | VANGUARD INDEX FDS | $2.7M | 1.46% | 30,248 | 减持 |
| 24 | NOW | SERVICENOW INC | $2.4M | 1.26% | 17,596 | 持平 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.21% | 5,114 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
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