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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 45
减持 90
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$110.4M
583,401
-1%
增持
IVV
ISHARES TR
+$14.6M
203,589
+5%
增持
IJH
ISHARES TR
+$12.7M
1,135,932
+459%
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
IJR
ISHARES TR
+$9.2M
611,404
+13%
建仓
SBUX
STARBUCKS CORP
+$4.1M
44,733
增持
NVDA
NVIDIA CORPORATION
+$4.0M
7,194
+42%
增持
IWF
ISHARES TR
+$3.8M
20,174
+107%
减持
MSFT
MICROSOFT CORP
+$3.8M
91,617
-1%
增持
TLH
ISHARES TR
+$3.7M
156,910
+32%
减持
IVW
ISHARES TR
-$3.6M
97,580
-38%
减持
DLR
DIGITAL RLTY TR INC
-$3.1M
5,179
-82%
增持
MBB
ISHARES TR
+$3.0M
153,511
+29%
减持
PII
POLARIS INC
-$2.9M
39,792
-45%
增持
AEP
AMERICAN ELEC PWR CO INC
+$2.9M
81,083
+61%
减持
WSM
WILLIAMS SONOMA INC
+$2.7M
25,400
-5%
增持
AMZN
AMAZON COM INC
+$2.7M
48,336
+21%
减持
MRK
MERCK & CO INC
+$2.7M
137,195
-3%
减持
QCOM
QUALCOMM INC
+$2.6M
111,290
-1%
减持
—
EXXON MOBIL CORP
+$2.4M
161,222
-1%
建仓
APO
APOLLO GLOBAL MGMT INC
+$2.4M
21,050
增持
AAPL
APPLE INC
-$2.3M
158,699
+4%
减持
MUNI
PIMCO ETF TR
-$2.1M
249,549
-13%
增持
JPM
JPMORGAN CHASE & CO
+$2.0M
53,526
+4%
增持
—
ASTRAZENECA PLC
+$1.8M
62,293
+76%
增持
PEP
PEPSICO INC
+$1.8M
81,286
+11%
增持
ABBV
ABBVIE INC
+$1.5M
53,912
+1%
减持
TMUS
T-MOBILE US INC
-$1.5M
15,561
-39%
减持
TRV
TRAVELERS COMPANIES INC
+$1.4M
40,201
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
1,035,106
-2%
减持
TGT
TARGET CORP
+$1.4M
41,831
-2%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$1.3M
367,772
-13%
减持
ADBE
ADOBE INC
-$1.2M
12,242
-1%
减持
APD
AIR PRODS & CHEMS INC
-$1.2M
37,176
-0%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$1.2M
0
-100%
减持
META
META PLATFORMS INC
+$1.1M
8,736
-1%
减持
—
AON PLC
-$1.1M
1,486
-73%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
22,685
-5%
减持
CAT
CATERPILLAR INC
+$1.0M
15,402
-1%
增持
TSLA
TESLA INC
+$995.9K
11,718
+174%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$970.0K
126,985
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$954.6K
23,787
-9%
增持
BAC
BANK AMERICA CORP
+$927.0K
184,787
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$923.6K
37,886
-2%
减持
RIO
RIO TINTO PLC
-$923.5K
83,360
-0%
减持
DIS
DISNEY WALT CO
+$907.3K
34,501
-6%
减持
CI
THE CIGNA GROUP
+$896.2K
17,298
-4%
增持
WMT
WALMART INC
+$875.9K
123,895
+197%
减持
SPY
SPDR S&P 500 ETF TR
+$867.0K
27,495
-3%
减持
IJK
ISHARES TR
+$843.4K
79,246
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$831.1K
191,303
+0%
减持
IWD
ISHARES TR
+$814.2K
63,300
-1%
减持
GNTX
GENTEX CORP
+$810.1K
289,683
-2%
减持
ZTS
ZOETIS INC
-$790.7K
24,741
-2%
减持
GATX
GATX CORP
+$762.6K
64,451
-2%
减持
IEF
ISHARES TR
-$755.0K
6,833
-53%
减持
GOOG
ALPHABET INC
+$747.6K
88,923
-2%
减持
—
ARISTA NETWORKS INC
+$727.4K
15,425
-3%
减持
TROW
PRICE T ROWE GROUP INC
+$726.1K
57,546
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$654.0K
0
-100%
减持
LOW
LOWES COS INC
+$635.2K
24,068
-3%
减持
CTVA
CORTEVA INC
+$601.0K
75,982
-4%
减持
CFG
CITIZENS FINL GROUP INC
+$583.0K
212,917
-1%
减持
MCK
MCKESSON CORP
+$577.5K
11,716
-5%
减持
—
EATON CORP PLC
+$575.9K
61,129
-21%
减持
FIS
FIDELITY NATL INFORMATION SV
+$573.1K
43,258
-1%
减持
SYY
SYSCO CORP
+$572.7K
86,862
-2%
减持
KLAC
KLA CORP
+$564.0K
5,434
-2%
减持
PRU
PRUDENTIAL FINL INC
+$522.4K
69,660
-6%
增持
SLYV
SPDR SER TR
+$499.8K
812,795
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$484.2K
41,590
+2%
建仓
ITOT
ISHARES TR
+$484.0K
4,198
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$482.6K
12,462
-2%
增持
MA
MASTERCARD INCORPORATED
+$480.0K
8,122
+1%
增持
USB
US BANCORP DEL
+$470.7K
252,046
+1%
增持
NI
NISOURCE INC
+$425.9K
322,084
+1%
减持
CVX
CHEVRON CORP NEW
+$420.7K
87,613
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$416.5K
8,319
-31%
增持
ISRG
INTUITIVE SURGICAL INC
+$410.1K
6,207
+1%
增持
IGSB
ISHARES TR
+$401.3K
248,963
+3%
减持
COST
COSTCO WHSL CORP NEW
-$399.9K
10,928
-14%
减持
BAX
BAXTER INTL INC
+$398.9K
105,148
-1%
建仓
VYM
VANGUARD WHITEHALL FDS
+$397.5K
3,285
减持
HD
HOME DEPOT INC
+$393.5K
12,867
-2%
减持
PFE
PFIZER INC
-$373.1K
199,696
-3%
增持
—
MEDTRONIC PLC
+$371.7K
74,832
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$363.9K
4,962
+32%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$345.1K
1,890
增持
—
TE CONNECTIVITY LTD
+$343.5K
62,900
+1%
减持
THG
HANOVER INS GROUP INC
+$335.8K
25,728
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$329.5K
137,332
-1%
建仓
CL
COLGATE PALMOLIVE CO
+$328.9K
3,652
减持
NXST
NEXSTAR MEDIA GROUP INC
+$319.9K
24,561
-2%
减持
INGR
INGREDION INC
+$319.7K
46,554
-1%
减持
—
JOHNSON CTLS INTL PLC
+$318.7K
57,548
-4%
增持
MPC
MARATHON PETE CORP
+$313.3K
3,104
+48%
减持
PG
PROCTER AND GAMBLE CO
+$311.5K
44,824
-6%
增持
ORCL
ORACLE CORP
+$309.3K
7,492
+25%
建仓
DKS
DICKS SPORTING GOODS INC
+$299.1K
1,330
减持
CVS
CVS HEALTH CORP
-$291.0K
85,971
-5%
减持
BA
BOEING CO
-$279.0K
3,148
-7%
减持
IQV
IQVIA HLDGS INC
+$273.8K
20,549
-3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$272.1K
2,000
减持
HON
HONEYWELL INTL INC
-$268.8K
23,539
-3%
增持
VGT
VANGUARD WORLD FD
+$253.3K
1,522
+35%
减持
WFC
WELLS FARGO CO NEW
+$247.1K
51,498
-7%
减持
ACWX
ISHARES TR
+$245.9K
117,089
-0%
减持
FCX
FREEPORT-MCMORAN INC
+$245.5K
102,340
-5%
建仓
SHM
SPDR SER TR
+$244.4K
5,152
增持
WM
WASTE MGMT INC DEL
+$243.2K
2,466
+56%
减持
CSCO
CISCO SYS INC
-$241.4K
175,271
-1%
减持
V
VISA INC
+$236.4K
26,686
-4%
增持
GSLC
GOLDMAN SACHS ETF TR
+$232.3K
7,790
+27%
减持
RTX
RTX CORPORATION
+$226.3K
48,481
-9%
增持
VLO
VALERO ENERGY CORP
+$225.8K
5,349
+1%
减持
BWA
BORGWARNER INC
-$220.5K
100,281
-3%
建仓
CXT
CRANE NXT CO
+$205.9K
3,326
建仓
VUG
VANGUARD INDEX FDS
+$205.8K
598
建仓
INTC
INTEL CORP
+$204.5K
4,630
建仓
PAYX
PAYCHEX INC
+$200.2K
1,630
减持
SCHW
SCHWAB CHARLES CORP
-$197.1K
46,862
-10%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$193.1K
23,124
-0%
减持
ULTA
ULTA BEAUTY INC
+$183.3K
9,297
-3%
减持
AXP
AMERICAN EXPRESS CO
+$180.8K
15,720
-13%
减持
—
PIONEER NAT RES CO
+$179.5K
5,961
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$168.3K
18,318
+8%
减持
TLT
ISHARES TR
-$166.4K
14,891
-7%
减持
IWS
ISHARES TR
+$157.6K
18,501
-0%
减持
VO
VANGUARD INDEX FDS
+$152.0K
12,125
-2%
减持
SJM
SMUCKER J M CO
-$147.1K
57,881
-2%
减持
EOG
EOG RES INC
+$143.6K
24,193
-1%
减持
IVE
ISHARES TR
-$141.9K
2,967
-26%
增持
PSX
PHILLIPS 66
+$138.9K
2,505
+23%
减持
FITB
FIFTH THIRD BANCORP
+$138.5K
119,249
-4%
增持
QUAL
ISHARES TR
+$138.0K
4,297
+11%
减持
SHY
ISHARES TR
-$137.3K
3,406
-33%
减持
IJJ
ISHARES TR
+$137.1K
37,811
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$136.9K
1,301
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$134.4K
29,844
+1%
增持
IGIB
ISHARES TR
+$131.8K
92,388
+4%
增持
GSIE
GOLDMAN SACHS ETF TR
+$129.1K
12,689
+35%
减持
OTIS
OTIS WORLDWIDE CORP
+$128.2K
13,583
-0%
减持
AVGO
BROADCOM INC
+$126.8K
8,622
-15%
减持
EMR
EMERSON ELEC CO
+$121.6K
7,681
-0%
增持
FSLR
FIRST SOLAR INC
+$117.8K
15,501
+7%
减持
ENB
ENBRIDGE INC
-$116.9K
224,099
-2%
减持
TJX
TJX COS INC NEW
+$116.6K
53,541
-5%
减持
IJS
ISHARES TR
-$114.5K
20,893
-5%
增持
ABT
ABBOTT LABS
+$109.4K
7,472
+11%
增持
IEFA
ISHARES TR
+$102.0K
4,168
+41%
增持
XLY
SELECT SECTOR SPDR TR
+$98.8K
2,204
+29%
