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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 25
减持 106
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$60.7M
568,329
-3%
减持
IJR
ISHARES TR
-$37.7M
280,319
-54%
增持
IVV
ISHARES TR
+$22.7M
237,099
+16%
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
SPY
SPDR S&P 500 ETF TR
-$6.2M
14,973
-46%
建仓
ETR
ENTERGY CORP NEW
+$6.0M
55,770
增持
NVDA
NVIDIA CORPORATION
+$5.9M
100,078
+1291%
减持
AAPL
APPLE INC
+$5.8M
156,562
-1%
增持
GOOG
ALPHABET INC
+$3.9M
95,214
+7%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.8M
75,859
清仓
FIS
FIDELITY NATL INFORMATION SV
-$3.2M
0
-100%
减持
QCOM
QUALCOMM INC
+$3.0M
109,619
-2%
减持
GATX
GATX CORP
-$2.7M
44,781
-31%
增持
IJH
ISHARES TR
-$2.5M
1,137,122
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.3M
991,662
-4%
建仓
SGOV
ISHARES TR
+$2.2M
21,992
减持
CVS
CVS HEALTH CORP
-$2.1M
80,968
-6%
减持
MSFT
MICROSOFT CORP
+$2.0M
90,786
-1%
减持
FSLR
FIRST SOLAR INC
-$2.0M
2,865
-82%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
132,949
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
812
-79%
增持
SLYV
SPDR SER TR
-$1.8M
838,743
+3%
清仓
—
PIONEER NAT RES CO
-$1.6M
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.5M
33,152
+57%
减持
TGT
TARGET CORP
-$1.4M
40,541
-3%
清仓
CTRA
COTERRA ENERGY INC
-$1.4M
0
-100%
减持
IWD
ISHARES TR
-$1.4M
57,240
-10%
减持
MRK
MERCK & CO INC
-$1.3M
135,359
-1%
减持
USB
US BANCORP DEL
-$1.3M
250,229
-1%
减持
ULTA
ULTA BEAUTY INC
-$1.3M
9,168
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$1.3M
23,744
-0%
减持
COST
COSTCO WHSL CORP NEW
+$1.2M
10,874
-0%
减持
TRV
TRAVELERS COMPANIES INC
-$1.2M
39,832
-1%
减持
SJM
SMUCKER J M CO
-$1.1M
56,756
-2%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.1M
125,751
-1%
减持
SWK
STANLEY BLACK & DECKER INC
-$1.0M
52,746
-1%
减持
BAX
BAXTER INTL INC
-$1.0M
103,828
-1%
增持
BWA
BORGWARNER INC
+$995.0K
138,918
+39%
增持
—
EXXON MOBIL CORP
+$987.9K
171,372
+6%
减持
WSM
WILLIAMS SONOMA INC
-$971.8K
25,121
-1%
减持
PII
POLARIS INC
-$945.4K
38,802
-2%
减持
SYY
SYSCO CORP
-$930.7K
85,737
-1%
减持
DIS
DISNEY WALT CO
-$906.0K
33,392
-3%
减持
MUNI
PIMCO ETF TR
-$898.2K
234,261
-6%
减持
IQV
IQVIA HLDGS INC
-$893.4K
20,352
-1%
减持
—
ARISTA NETWORKS INC
+$885.5K
15,289
-1%
减持
GNTX
GENTEX CORP
-$877.2K
284,371
-2%
减持
—
INTERPUBLIC GROUP COS INC
-$859.6K
219,923
-1%
清仓
FELE
FRANKLIN ELEC INC
-$858.8K
0
-100%
减持
MBB
ISHARES TR
-$852.1K
145,249
-5%
减持
WMT
WALMART INC
+$844.4K
122,568
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$843.0K
36,957
-2%
减持
LOW
LOWES COS INC
-$827.5K
24,056
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$826.7K
16,171
-12%
减持
JNJ
JOHNSON & JOHNSON
-$799.5K
59,592
-1%
增持
IGSB
ISHARES TR
+$782.5K
264,428
+6%
减持
CI
THE CIGNA GROUP
-$777.6K
16,653
-4%
减持
VB
VANGUARD INDEX FDS
-$769.0K
10,968
-21%
增持
PEP
PEPSICO INC
-$760.1K
81,645
+0%
减持
ABBV
ABBVIE INC
-$731.5K
52,973
-2%
增持
SBUX
STARBUCKS CORP
+$730.1K
61,892
+38%
减持
ADI
ANALOG DEVICES INC
+$722.3K
46,386
-7%
减持
SLB
SCHLUMBERGER LTD
-$694.4K
86,091
-1%
减持
—
MEDTRONIC PLC
-$682.5K
74,185
-1%
减持
KLAC
KLA CORP
+$651.4K
5,394
-1%
减持
IVW
ISHARES TR
+$642.2K
95,979
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$640.3K
21,876
-4%
减持
CSCO
CISCO SYS INC
-$610.6K
171,274
-2%
减持
ADBE
ADOBE INC
+$575.3K
12,155
-1%
减持
—
EATON CORP PLC
-$556.9K
59,183
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$547.1K
11,936
-4%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$541.5K
355,879
-3%
减持
—
ASTRAZENECA PLC
+$532.5K
60,942
-2%
减持
V
VISA INC
-$530.9K
26,352
-1%
减持
CAT
CATERPILLAR INC
-$515.0K
15,397
-0%
减持
MCK
MCKESSON CORP
+$512.0K
11,646
-1%
减持
HD
HOME DEPOT INC
-$511.3K
12,852
-0%
减持
CVX
CHEVRON CORP NEW
-$501.9K
85,143
-3%
减持
TROW
PRICE T ROWE GROUP INC
-$492.3K
56,576
-2%
减持
AMZN
AMAZON COM INC
+$482.6K
47,614
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$472.1K
8,192
-2%
减持
IJK
ISHARES TR
-$469.6K
76,741
-3%
减持
IWF
ISHARES TR
-$466.1K
17,375
-14%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$457.3K
0
-100%
减持
UNP
UNION PAC CORP
-$442.7K
17,845
-2%
减持
PRU
PRUDENTIAL FINL INC
-$422.1K
66,183
-5%
减持
APD
AIR PRODS & CHEMS INC
+$411.2K
36,496
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$402.3K
1,293
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$401.7K
42,205
+1%
清仓
VYM
VANGUARD WHITEHALL FDS
-$397.5K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$360.1K
0
-100%
减持
KHC
KRAFT HEINZ CO
-$354.9K
11,032
-43%
减持
TJX
TJX COS INC NEW
+$345.3K
52,456
-2%
增持
—
ACCENTURE PLC IRELAND
-$343.6K
8,162
+0%
减持
THG
HANOVER INS GROUP INC
-$340.0K
25,218
-2%
减持
CTVA
CORTEVA INC
-$333.6K
75,051
-1%
增持
TSLA
TESLA INC
+$333.1K
12,093
+3%
增持
NEE
NEXTERA ENERGY INC
+$330.9K
46,276
+0%
减持
NI
NISOURCE INC
+$323.3K
320,448
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$317.4K
6,282
+1%
减持
AIG
AMERICAN INTL GROUP INC
-$309.7K
32,032
-7%
增持
BND
VANGUARD BD INDEX FDS
+$308.8K
16,516
+36%
减持
MPC
MARATHON PETE CORP
-$303.8K
1,854
-40%
减持
VO
VANGUARD INDEX FDS
-$302.8K
11,263
-7%
减持
EQIX
EQUINIX INC
-$301.9K
4,056
-1%
减持
ENB
ENBRIDGE INC
-$301.6K
219,340
-2%
减持
SO
SOUTHERN CO
+$286.7K
62,758
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$279.9K
24,319
+5%
清仓
SHY
ISHARES TR
-$278.5K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$275.0K
6,686
-12%
减持
VZ
VERIZON COMMUNICATIONS INC
-$263.0K
188,265
-2%
增持
MA
MASTERCARD INCORPORATED
-$255.4K
8,287
+2%
减持
FITB
FIFTH THIRD BANCORP
-$248.0K
114,807
-4%
清仓
FRME
FIRST MERCHANTS CORP
-$236.1K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$234.1K
4,211
-15%
增持
GOOGL
ALPHABET INC
+$223.3K
6,418
+2%
增持
IGIB
ISHARES TR
+$218.0K
97,254
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$216.0K
29,525
-1%
减持
BAC
BANK AMERICA CORP
+$214.2K
181,577
-2%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$213.3K
24,205
-1%
清仓
CE
CELANESE CORP DEL
-$213.1K
0
-100%
减持
IWS
ISHARES TR
-$210.9K
17,457
-6%
清仓
GPN
GLOBAL PMTS INC
-$208.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$205.8K
0
-100%
清仓
INTC
INTEL CORP
-$204.5K
0
-100%
清仓
PAYX
PAYCHEX INC
-$200.2K
0
-100%
清仓
—
SYNOVUS FINL CORP
-$200.1K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$200.1K
0
-100%
减持
INGR
INGREDION INC
-$190.5K
45,766
-2%
减持
ACWX
ISHARES TR
-$185.8K
114,165
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$185.6K
4,486
-0%
减持
VOT
VANGUARD INDEX FDS
-$178.9K
1,887
-27%
减持
EPAM
EPAM SYS INC
-$176.7K
1,301
-15%
减持
CFG
CITIZENS FINL GROUP INC
-$171.0K
209,707
-2%
减持
CMCSA
COMCAST CORP NEW
-$169.5K
9,415
-24%
减持
—
TE CONNECTIVITY LTD
+$169.1K
61,854
-2%
减持
IJS
ISHARES TR
-$156.8K
20,460
-2%
减持
AVGO
BROADCOM INC
-$153.7K
7,022
-19%
增持
IJJ
ISHARES TR
-$152.8K
38,074
+1%
减持
HON
HONEYWELL INTL INC
+$152.2K
23,338
-1%
减持
TMUS
T-MOBILE US INC
+$149.5K
15,265
-2%
减持
XYL
XYLEM INC
-$145.6K
3,994
-25%
减持
META
META PLATFORMS INC
+$144.7K
8,700
-0%
减持
IWM
ISHARES TR
-$132.4K
2,009
-22%
减持
CMI
CUMMINS INC
-$118.9K
3,616
-5%
增持
FAST
FASTENAL CO
-$116.9K
8,474
+1%
减持
PFE
PFIZER INC
-$115.5K
193,926
-3%
增持
VGT
VANGUARD WORLD FD
+$107.8K
1,571
+3%
减持
EOG
EOG RES INC
-$100.5K
23,774
-2%
减持
IWR
ISHARES TR
-$99.9K
25,601
-1%
增持
TLH
ISHARES TR
+$93.1K
161,376
+3%
