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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 61
减持 70
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$14.2M
193,624
+6%
增持
MUNI
PIMCO ETF TR
+$14.2M
287,499
+1412%
增持
TLH
ISHARES TR
+$12.6M
118,424
+5390%
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。
减持
TLT
ISHARES TR
-$10.0M
15,932
-88%
增持
IJR
ISHARES TR
+$9.9M
539,418
+5%
增持
SLYV
SPDR SER TR
+$9.2M
803,479
+1%
增持
IJH
ISHARES TR
+$8.7M
203,193
+6%
增持
MSFT
MICROSOFT CORP
+$6.0M
92,454
+1%
增持
USB
US BANCORP DEL
+$4.8M
249,441
+38%
减持
LLY
ELI LILLY & CO
-$4.8M
589,287
-9%
增持
NI
NISOURCE INC
+$4.4M
319,509
+92%
增持
AAPL
APPLE INC
+$3.7M
153,126
+2%
减持
QCOM
QUALCOMM INC
+$3.5M
112,003
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.3M
190,874
+60%
增持
AVGO
BROADCOM INC
+$2.9M
10,124
+0%
增持
—
EXXON MOBIL CORP
-$2.8M
163,070
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.7M
1,054,713
-1%
增持
NEE
NEXTERA ENERGY INC
+$2.5M
47,141
+684%
清仓
—
HOSTESS BRANDS INC
-$2.4M
0
-100%
建仓
—
ASTRAZENECA PLC
+$2.4M
35,321
增持
—
MEDTRONIC PLC
+$2.3M
74,654
+54%
建仓
ISRG
INTUITIVE SURGICAL INC
+$2.1M
6,127
增持
FSLR
FIRST SOLAR INC
+$2.1M
14,504
+443%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
5,084
+345%
减持
—
EATON CORP PLC
+$2.0M
76,978
-1%
增持
BAX
BAXTER INTL INC
+$1.8M
105,928
+77%
清仓
TFC
TRUIST FINL CORP
-$1.7M
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$1.7M
73,818
-25%
减持
—
SYNOVUS FINL CORP
-$1.6M
5,924
-91%
减持
CVS
CVS HEALTH CORP
-$1.6M
90,528
-28%
增持
MBB
ISHARES TR
+$1.5M
118,670
+9%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
51,317
+3%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.5M
23,213
-52%
减持
CI
THE CIGNA GROUP
-$1.5M
17,987
-25%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
29,655
+1%
减持
AIG
AMERICAN INTL GROUP INC
-$1.5M
38,376
-43%
减持
PANW
PALO ALTO NETWORKS INC
+$1.4M
26,157
-2%
增持
TGT
TARGET CORP
+$1.4M
42,550
+1%
增持
CVX
CHEVRON CORP NEW
-$1.4M
89,832
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
12,735
+2%
增持
ADI
ANALOG DEVICES INC
+$1.3M
49,599
+1%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
8,239
+53%
增持
BAC
BANK AMERICA CORP
+$1.2M
180,581
+1%
减持
WSM
WILLIAMS SONOMA INC
+$1.1M
26,718
-3%
减持
DIS
DISNEY WALT CO
-$1.1M
36,706
-33%
增持
ULTA
ULTA BEAUTY INC
+$1.1M
9,547
+7%
减持
PFE
PFIZER INC
-$1.1M
205,443
-3%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$1.1M
422,304
-0%
建仓
TSLA
TESLA INC
+$1.1M
4,282
减持
CRWD
CROWDSTRIKE HLDGS INC
+$1.0M
12,077
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$969.4K
138,725
-0%
减持
AMZN
AMAZON COM INC
+$968.4K
39,802
-0%
减持
—
TE CONNECTIVITY LTD
+$965.3K
62,577
-1%
减持
ADBE
ADOBE INC
+$963.1K
12,426
-2%
增持
LOW
LOWES COS INC
+$940.0K
24,694
+13%
清仓
AAP
ADVANCE AUTO PARTS INC
-$918.2K
0
-100%
减持
FITB
FIFTH THIRD BANCORP
+$916.9K
124,639
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$914.0K
38,588
+0%
减持
CSCO
CISCO SYS INC
-$892.7K
177,934
-3%
减持
—
INTERPUBLIC GROUP COS INC
+$889.5K
224,998
-0%
减持
KHC
KRAFT HEINZ CO
-$864.1K
18,227
-60%
减持
IVW
ISHARES TR
+$862.0K
157,424
-2%
减持
TRV
TRAVELERS COMPANIES INC
+$854.7K
40,983
-4%
减持
RIO
RIO TINTO PLC
+$816.1K
83,761
-2%
减持
—
ARISTA NETWORKS INC
+$809.8K
15,904
-0%
增持
IGSB
ISHARES TR
+$771.1K
241,161
+4%
减持
UNP
UNION PAC CORP
+$759.6K
18,418
-0%
增持
QQQ
INVESCO QQQ TR
+$735.3K
4,385
+48%
减持
MRK
MERCK & CO INC
+$727.7K
141,581
-1%
减持
GATX
GATX CORP
+$727.2K
65,511
-0%
减持
SWK
STANLEY BLACK & DECKER INC
+$699.6K
53,420
-2%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$694.6K
126,987
-2%
减持
V
VISA INC
+$689.2K
27,698
-2%
减持
GOOG
ALPHABET INC
+$680.3K
90,767
-1%
增持
PII
POLARIS INC
-$652.0K
72,674
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$651.0K
1,292
+1%
增持
ZTS
ZOETIS INC
+$648.8K
25,217
+1%
减持
KLAC
KLA CORP
+$646.1K
5,560
-1%
增持
MCK
MCKESSON CORP
+$643.2K
12,338
+6%
增持
IJK
ISHARES TR
+$624.0K
80,634
+1%
减持
SYY
SYSCO CORP
+$619.9K
88,592
-0%
减持
PG
PROCTER AND GAMBLE CO
-$612.2K
47,504
-9%
减持
SCHW
SCHWAB CHARLES CORP
+$605.2K
52,138
-4%
减持
SLB
SCHLUMBERGER LTD
-$603.4K
89,829
-1%
增持
IGIB
ISHARES TR
+$595.4K
89,144
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$567.5K
16,893
+2%
减持
ENB
ENBRIDGE INC
+$562.8K
228,339
-1%
增持
META
META PLATFORMS INC
+$562.0K
8,858
+3%
减持
HD
HOME DEPOT INC
+$561.1K
13,107
-1%
减持
HON
HONEYWELL INTL INC
+$550.0K
24,320
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$540.2K
12,715
-2%
减持
FCX
FREEPORT-MCMORAN INC
+$506.5K
107,271
-1%
减持
AXP
AMERICAN EXPRESS CO
+$503.1K
18,141
-7%
减持
BWA
BORGWARNER INC
-$500.1K
103,326
-1%
增持
PEP
PEPSICO INC
+$494.8K
73,448
+4%
增持
CAT
CATERPILLAR INC
+$488.0K
15,602
+3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$484.5K
25,048
-51%
减持
IQV
IQVIA HLDGS INC
+$477.5K
21,276
-6%
增持
SJM
SMUCKER J M CO
+$465.3K
58,811
+4%
减持
RTX
RTX CORPORATION
+$454.7K
53,507
-5%
减持
TMUS
T-MOBILE US INC
+$450.6K
25,429
-2%
减持
IWD
ISHARES TR
+$440.8K
63,683
-4%
减持
CTVA
CORTEVA INC
-$408.3K
78,899
-4%
减持
INGR
INGREDION INC
+$405.6K
47,177
-2%
减持
WFC
WELLS FARGO CO NEW
+$402.2K
55,623
-3%
减持
ACWX
ISHARES TR
+$390.0K
117,662
-1%
增持
IEF
ISHARES TR
+$388.2K
14,543
+31%
增持
DLR
DIGITAL RLTY TR INC
+$387.7K
28,314
+0%
建仓
LKFN
LAKELAND FINL CORP
+$387.1K
5,940
减持
IJJ
ISHARES TR
+$370.0K
38,018
-3%
增持
VB
VANGUARD INDEX FDS
+$367.0K
14,997
+0%
增持
EQIX
EQUINIX INC
+$340.0K
4,177
+0%
减持
SO
SOUTHERN CO
+$336.6K
64,349
-0%
建仓
AMGN
AMGEN INC
+$333.2K
1,157
减持
NXST
NEXSTAR MEDIA GROUP INC
+$329.6K
24,955
-0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$324.8K
1,240
减持
SPY
SPDR S&P 500 ETF TR
+$318.5K
28,434
-8%
建仓
—
LINDE PLC
+$303.9K
740
建仓
AFL
AFLAC INC
+$302.2K
3,663
减持
AEP
AMERICAN ELEC PWR CO INC
+$301.3K
50,380
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$300.5K
4,536
+16%
增持
IJS
ISHARES TR
+$298.5K
21,942
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$297.8K
28,606
-27%
建仓
ELV
ELEVANCE HEALTH INC
+$295.7K
627
增持
JNJ
JOHNSON & JOHNSON
+$285.1K
60,429
+2%
增持
BA
BOEING CO
+$282.3K
3,401
+8%
建仓
—
CHUBB LIMITED
+$278.4K
1,232
增持
ABT
ABBOTT LABS
+$275.0K
6,722
+40%
减持
IWF
ISHARES TR
+$273.7K
9,741
-3%
增持
MCD
MCDONALDS CORP
+$272.5K
3,691
+18%
建仓
PSX
PHILLIPS 66
+$270.3K
2,030
建仓
AMD
ADVANCED MICRO DEVICES INC
+$266.5K
1,808
增持
MA
MASTERCARD INCORPORATED
+$264.4K
8,045
+1%
增持
APD
AIR PRODS & CHEMS INC
-$259.5K
37,188
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$256.7K
40,897
+2%
减持
ABBV
ABBVIE INC
+$250.3K
53,350
-1%
减持
BDX
BECTON DICKINSON & CO
-$248.8K
1,239
-42%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$248.5K
0
-100%
增持
—
BLACKROCK INC
+$246.1K
632
+53%
减持
THG
HANOVER INS GROUP INC
+$245.0K
26,087
-1%
减持
VO
VANGUARD INDEX FDS
+$240.8K
12,369
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$235.5K
23,760
+1%
增持
NKE
NIKE INC
+$234.5K
4,128
+85%
增持
GD
GENERAL DYNAMICS CORP
+$231.1K
1,878
+62%
减持
IWS
ISHARES TR
+$216.9K
18,583
-0%
清仓
ITOT
ISHARES TR
-$208.2K
0
-100%
建仓
IEFA
ISHARES TR
+$207.3K
2,947
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$207.1K
8,864
-23%
增持
AMT
AMERICAN TOWER CORP NEW
+$204.9K
3,227
+8%
建仓
CE
CELANESE CORP DEL
+$203.2K
1,308
