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Goelzer Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Goelzer Investment Management, Inc.
报告期 2026-03-31 · CIK 0001550057
持仓数
297
前50大市值合计
$1.56B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 21
增持 49
减持 69
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
SCHF
SCHWAB STRATEGIC TR
+$42.4M
1,315,966
建仓
MUNI
PIMCO ETF TR
+$23.2M
450,732
建仓
SPTI
SPDR SER TR
+$7.7M
274,108
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SLYV
SPDR SER TR
+$6.8M
774,794
+3%
增持
IJH
ISHARES TR
+$6.5M
184,990
+6%
减持
ACWX
ISHARES TR
-$4.7M
127,559
-51%
减持
MRK
MERCK & CO INC
+$4.0M
168,953
-1%
增持
IJR
ISHARES TR
+$4.0M
498,219
+1%
增持
LLY
LILLY ELI & CO
+$3.8M
86,797
+0%
减持
CVX
CHEVRON CORP NEW
+$3.4M
99,785
-1%
减持
IVV
ISHARES TR
+$3.3M
146,905
-1%
减持
IGSB
ISHARES TR
-$3.3M
158,432
-30%
建仓
SPMB
SPDR SER TR
+$3.0M
140,529
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
55,194
+8%
增持
APD
AIR PRODS & CHEMS INC
+$2.8M
36,276
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$2.8M
41,302
+894%
减持
LMT
LOCKHEED MARTIN CORP
+$2.7M
30,027
-2%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$2.6M
22,953
+161%
减持
—
EXXON MOBIL CORP
+$2.6M
192,368
-10%
减持
IGV
ISHARES TR
-$2.4M
1,528
-86%
增持
V
VISA INC
+$2.3M
30,162
+34%
减持
CMCSA
COMCAST CORP NEW
-$2.2M
10,061
-88%
减持
AAPL
APPLE INC
-$2.1M
174,203
-3%
减持
AMZN
AMAZON COM INC
-$2.1M
40,231
-17%
增持
—
INTERPUBLIC GROUP COS INC
+$2.1M
253,903
+2%
增持
CAT
CATERPILLAR INC
+$1.9M
15,942
+33%
减持
FCX
FREEPORT-MCMORAN INC
+$1.8M
179,490
-3%
减持
—
EATON CORP PLC
+$1.7M
76,811
-2%
增持
MCK
MCKESSON CORP
+$1.6M
17,968
+20%
减持
SLB
SCHLUMBERGER LTD
+$1.6M
118,462
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$1.6M
55,772
+30%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.5M
119,576
+1%
减持
IEF
ISHARES TR
-$1.5M
6,754
-70%
增持
ABBV
ABBVIE INC
+$1.5M
49,813
+2%
清仓
BALL
BALL CORP
-$1.4M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$1.4M
54,844
+1%
减持
JPM
JPMORGAN CHASE & CO
+$1.4M
48,876
-1%
增持
MSFT
MICROSOFT CORP
+$1.4M
105,691
+3%
减持
TRV
TRAVELERS COMPANIES INC
+$1.3M
39,146
-0%
增持
GATX
GATX CORP
+$1.3M
60,503
+1%
减持
AVGO
BROADCOM INC
+$1.3M
11,732
-1%
减持
AIG
AMERICAN INTL GROUP INC
+$1.3M
91,508
-3%
减持
RIO
RIO TINTO PLC
+$1.2M
79,644
-1%
建仓
EOG
EOG RES INC
+$1.2M
9,525
减持
CSCO
CISCO SYS INC
+$1.2M
171,102
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
69,482
-2%
减持
HON
HONEYWELL INTL INC
+$1.2M
32,218
-6%
增持
CI
CIGNA CORP NEW
+$1.2M
21,482
+0%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.2M
43,228
-20%
减持
CFG
CITIZENS FINL GROUP INC
+$1.2M
241,861
-1%
减持
TJX
TJX COS INC NEW
+$1.1M
78,454
-4%
减持
CXT
CRANE HLDGS CO
-$1.1M
5,671
-71%
减持
PRU
PRUDENTIAL FINL INC
+$1.1M
106,105
-3%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
14,661
建仓
HYG
ISHARES TR
+$1.1M
15,202
增持
GNTX
GENTEX CORP
+$1.1M
318,700
+0%
减持
IWD
ISHARES TR
+$1.1M
87,091
-2%
增持
PEP
PEPSICO INC
+$1.1M
59,332
+1%
建仓
CTRA
COTERRA ENERGY INC
+$1.1M
42,910
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
29,724
-3%
减持
IGIB
ISHARES TR
-$930.6K
57,189
-27%
增持
PG
PROCTER AND GAMBLE CO
+$923.3K
33,843
+2%
减持
GOOG
ALPHABET INC
-$921.4K
98,812
-2%
减持
SJM
SMUCKER J M CO
+$921.2K
50,582
-2%
清仓
TOL
TOLL BROTHERS INC
-$912.0K
0
-100%
增持
TLT
ISHARES TR
+$894.0K
88,489
+15%
减持
—
JOHNSON CTLS INTL PLC
+$891.7K
65,386
-2%
增持
CTVA
CORTEVA INC
+$845.2K
89,762
+16%
增持
ULTA
ULTA BEAUTY INC
+$839.9K
6,470
+18%
增持
COST
COSTCO WHSL CORP NEW
+$823.9K
15,739
+17%
增持
VO
VANGUARD INDEX FDS
+$822.6K
12,853
+34%
建仓
TLH
ISHARES TR
+$796.1K
7,359
减持
WBD
WARNER BROS DISCOVERY INC
-$750.2K
53,671
-51%
减持
INGR
INGREDION INC
+$697.6K
43,854
-2%
减持
PHM
PULTE GROUP INC
-$695.0K
15,000
-59%
减持
IQV
IQVIA HLDGS INC
+$676.6K
28,755
-0%
减持
JNJ
JOHNSON & JOHNSON
+$663.8K
53,353
-1%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$661.1K
24,080
-62%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$646.3K
34,781
-3%
减持
MA
MASTERCARD INCORPORATED
+$613.4K
10,768
-2%
增持
VB
VANGUARD INDEX FDS
+$589.0K
14,934
+19%
增持
KLAC
KLA CORP
+$588.2K
7,504
+1%
增持
HD
HOME DEPOT INC
+$587.3K
12,051
+3%
增持
MBB
ISHARES TR
+$585.1K
85,467
+7%
减持
CMI
CUMMINS INC
-$569.0K
8,919
-34%
减持
—
PIONEER NAT RES CO
-$568.9K
17,812
-17%
增持
WMT
WALMART INC
+$555.4K
42,968
+1%
减持
BWA
BORGWARNER INC
+$553.6K
89,308
-8%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$527.3K
450,292
+1%
清仓
—
ALTRA INDL MOTION CORP
-$524.0K
0
-100%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$516.7K
21,004
-9%
增持
ENB
ENBRIDGE INC
+$513.4K
220,598
+1%
增持
NI
NISOURCE INC
+$497.4K
165,805
+3%
建仓
ECL
ECOLAB INC
+$490.7K
3,371
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$484.3K
10,640
建仓
VOT
VANGUARD INDEX FDS
+$480.9K
2,675
增持
IVW
ISHARES TR
+$473.6K
203,720
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$445.1K
13,846
-2%
减持
D
DOMINION ENERGY INC
-$444.5K
28,971
-10%
清仓
—
LAM RESEARCH CORP
-$442.0K
0
-100%
减持
KEY
KEYCORP
+$439.3K
400,420
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$431.4K
4,436
-46%
建仓
VOE
VANGUARD INDEX FDS
+$430.5K
3,183
建仓
GD
GENERAL DYNAMICS CORP
+$430.0K
1,733
减持
DIS
DISNEY WALT CO
-$412.8K
42,061
-2%
增持
PII
POLARIS INC
+$410.1K
70,179
+1%
减持
SYY
SYSCO CORP
+$395.6K
81,943
-1%
减持
EPAM
EPAM SYS INC
-$394.8K
8,254
-4%
减持
KHC
KRAFT HEINZ CO
+$393.0K
76,786
-6%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$364.1K
20,299
-5%
建仓
DE
DEERE & CO
+$363.6K
848
减持
USB
US BANCORP DEL
+$360.6K
127,254
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$359.9K
22,215
-2%
增持
BAC
BANK AMERICA CORP
+$359.0K
89,643
+4%
减持
SWK
STANLEY BLACK & DECKER INC
-$356.0K
33,439
-12%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$341.5K
11,184
-2%
增持
EFA
ISHARES TR
+$337.2K
24,378
+8%
清仓
SNSR
GLOBAL X FDS
-$337.0K
0
-100%
增持
QCOM
QUALCOMM INC
-$333.4K
127,284
+0%
增持
SO
SOUTHERN CO
+$332.5K
59,509
+3%
清仓
INTC
INTEL CORP
-$330.0K
0
-100%
增持
IWF
ISHARES TR
+$329.9K
10,329
+15%
增持
VNQ
VANGUARD INDEX FDS
+$327.5K
10,275
+58%
增持
—
TE CONNECTIVITY LTD
+$326.6K
60,119
+1%
减持
—
HOSTESS BRANDS INC
-$319.6K
180,811
-4%
减持
IWM
ISHARES TR
-$317.7K
2,141
-49%
减持
IJJ
ISHARES TR
+$317.6K
46,196
-4%
清仓
AMKR
AMKOR TECHNOLOGY INC
-$317.0K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$303.6K
957
-3%
减持
IJK
ISHARES TR
+$302.4K
82,261
-2%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$286.2K
5,709
清仓
AMAT
APPLIED MATLS INC
-$276.0K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$273.7K
49,509
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$268.0K
153,908
-8%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$267.5K
52,712
+9%
减持
BSX
BOSTON SCIENTIFIC CORP
+$263.0K
42,251
-3%
增持
CVS
CVS HEALTH CORP
-$260.8K
120,594
+0%
建仓
—
CHUBB LIMITED
+$252.6K
1,145
增持
EQIX
EQUINIX INC
+$251.6K
2,842
+0%
清仓
MU
MICRON TECHNOLOGY INC
-$249.0K
0
-100%
建仓
AFL
AFLAC INC
+$246.3K
3,424
增持
PANW
PALO ALTO NETWORKS INC
+$242.5K
28,841
+25%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$240.5K
1,380
清仓
IEMG
ISHARES INC
-$238.0K
0
-100%
增持
BA
BOEING CO
+$234.3K
3,335
+1%
减持
WFC
WELLS FARGO CO NEW
-$232.8K
80,944
-9%
减持
—
AON PLC
+$232.5K
11,283
-4%
建仓
ELV
ELEVANCE HEALTH INC
+$218.5K
426
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$217.4K
4,343
清仓
IEFA
ISHARES TR
-$217.0K
0
-100%
