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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 33
减持 98
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$30.1M
546,870
-4%
增持
IVV
ISHARES TR
+$14.5M
250,051
+5%
建仓
JMBS
JANUS DETROIT STR TR
+$14.1M
302,852
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
+$13.4M
910,990
+9%
清仓
MBB
ISHARES TR
-$13.3M
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$9.3M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$9.3M
61,357
减持
IJR
ISHARES TR
-$7.4M
192,726
-31%
增持
IJH
ISHARES TR
+$7.1M
1,181,060
+4%
减持
LMT
LOCKHEED MARTIN CORP
+$3.3M
29,256
-1%
增持
QCOM
QUALCOMM INC
-$3.1M
110,118
+0%
建仓
GLW
CORNING INC
+$3.0M
65,580
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.7M
1,642
-80%
减持
MSFT
MICROSOFT CORP
-$2.6M
88,347
-3%
减持
AAPL
APPLE INC
+$2.5M
152,108
-3%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$2.1M
350,616
-1%
减持
IVW
ISHARES TR
-$2.1M
71,343
-26%
增持
BAC
BANK AMERICA CORP
+$1.9M
231,057
+27%
减持
SGOV
ISHARES TR
-$1.9M
2,998
-86%
增持
NI
NISOURCE INC
+$1.9M
320,496
+0%
增持
WSM
WILLIAMS SONOMA INC
-$1.7M
34,749
+38%
增持
UNP
UNION PAC CORP
+$1.7M
23,265
+30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
36,569
-1%
减持
MRK
MERCK & CO INC
-$1.5M
134,005
-1%
减持
SWK
STANLEY BLACK & DECKER INC
+$1.5M
52,178
-1%
建仓
VEEV
VEEVA SYS INC
+$1.5M
7,184
增持
GOOG
ALPHABET INC
-$1.4M
95,853
+1%
减持
WMT
WALMART INC
+$1.4M
120,223
-2%
减持
APD
AIR PRODS & CHEMS INC
+$1.4M
36,236
-1%
减持
ABBV
ABBVIE INC
+$1.3M
52,647
-1%
减持
ETR
ENTERGY CORP NEW
+$1.3M
55,297
-1%
增持
TLH
ISHARES TR
+$1.3M
163,214
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
957,352
-3%
减持
CSCO
CISCO SYS INC
-$1.3M
129,287
-25%
减持
GNTX
GENTEX CORP
-$1.2M
280,836
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
130,836
-2%
增持
LOW
LOWES COS INC
+$1.2M
24,170
+0%
减持
USB
US BANCORP DEL
+$1.2M
244,136
-2%
增持
HD
HOME DEPOT INC
+$1.2M
13,913
+8%
减持
MCK
MCKESSON CORP
-$1.2M
11,359
-2%
减持
SBUX
STARBUCKS CORP
+$1.2M
61,515
-1%
减持
TRV
TRAVELERS COMPANIES INC
+$1.2M
39,600
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$1.1M
79,771
-1%
减持
CVX
CHEVRON CORP NEW
-$1.1M
82,749
-3%
增持
—
EATON CORP PLC
+$1.1M
59,195
+0%
增持
IWD
ISHARES TR
+$1.1M
58,164
+2%
减持
INGR
INGREDION INC
+$1.0M
45,577
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.0M
95,255
+26%
减持
ENB
ENBRIDGE INC
+$998.2K
216,807
-1%
减持
CFG
CITIZENS FINL GROUP INC
+$917.0K
206,300
-2%
增持
AVGO
BROADCOM INC
+$846.0K
70,261
+901%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$843.5K
124,665
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$837.9K
191,537
+2%
减持
CAT
CATERPILLAR INC
+$833.5K
15,244
-1%
减持
RTX
RTX CORPORATION
+$820.8K
45,439
-3%
增持
META
META PLATFORMS INC
+$813.3K
9,084
+4%
减持
JNJ
JOHNSON & JOHNSON
+$755.6K
58,407
-2%
减持
SO
SOUTHERN CO
+$749.9K
62,298
-1%
减持
TSLA
TESLA INC
+$738.2K
11,968
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$734.4K
15,482
+3%
减持
—
MEDTRONIC PLC
+$685.2K
72,468
-2%
减持
NEE
NEXTERA ENERGY INC
+$628.1K
46,195
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$592.1K
43,068
-6%
减持
SJM
SMUCKER J M CO
+$579.0K
55,885
-2%
减持
SLB
SCHLUMBERGER LTD
-$566.6K
83,318
-3%
减持
IWF
ISHARES TR
-$559.3K
15,382
-11%
减持
THG
HANOVER INS GROUP INC
+$552.1K
25,085
-1%
清仓
IVE
ISHARES TR
-$542.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$534.5K
9,823
-10%
减持
UNH
UNITEDHEALTH GROUP INC
+$533.2K
14,997
-7%
减持
SYY
SYSCO CORP
+$523.5K
85,118
-1%
减持
—
INTERPUBLIC GROUP COS INC
+$503.9K
218,193
-1%
减持
AXP
AMERICAN EXPRESS CO
+$484.4K
14,909
-3%
减持
ADBE
ADOBE INC
-$480.7K
12,113
-0%
减持
—
ARISTA NETWORKS INC
+$474.8K
15,198
-1%
减持
FITB
FIFTH THIRD BANCORP
+$471.4K
108,794
-5%
增持
IGSB
ISHARES TR
+$470.3K
266,229
+1%
增持
MA
MASTERCARD INCORPORATED
+$450.5K
8,316
+0%
减持
TROW
PRICE T ROWE GROUP INC
-$438.3K
55,865
-1%
减持
BAX
BAXTER INTL INC
+$438.2K
103,009
-1%
清仓
—
BLACKROCK INC
-$428.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$426.2K
52,466
-0%
减持
IQV
IQVIA HLDGS INC
+$424.8K
19,952
-2%
减持
ZTS
ZOETIS INC
+$421.6K
23,939
-2%
减持
—
JOHNSON CTLS INTL PLC
+$419.6K
53,786
-5%
减持
EQIX
EQUINIX INC
+$417.8K
3,928
-3%
减持
TMUS
T-MOBILE US INC
+$416.9K
15,053
-1%
减持
AIG
AMERICAN INTL GROUP INC
-$378.9K
27,299
-15%
清仓
LKFN
LAKELAND FINL CORP
-$365.4K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$355.4K
45,333
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$352.6K
20,101
-8%
增持
BKNG
BOOKING HOLDINGS INC
+$349.3K
1,299
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$341.6K
34,709
-18%
减持
RIO
RIO TINTO PLC
+$336.9K
79,289
-1%
增持
APO
APOLLO GLOBAL MGMT INC
+$330.4K
33,982
+3%
减持
BWA
BORGWARNER INC
+$326.5K
132,412
-5%
减持
TJX
TJX COS INC NEW
+$322.0K
51,875
-1%
减持
VLO
VALERO ENERGY CORP
-$318.8K
3,849
-28%
减持
DIS
DISNEY WALT CO
-$318.4K
31,158
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$310.8K
6,321
+1%
减持
V
VISA INC
+$310.5K
26,285
-0%
减持
PEP
PEPSICO INC
+$295.2K
80,923
-1%
减持
KLAC
KLA CORP
-$294.2K
5,363
-1%
清仓
ITW
ILLINOIS TOOL WKS INC
-$293.8K
0
-100%
清仓
NKE
NIKE INC
-$287.0K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$270.7K
61,811
-7%
增持
VTI
VANGUARD INDEX FDS
+$269.1K
5,587
+14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$251.6K
11,653
-2%
增持
IGIB
ISHARES TR
+$244.2K
97,346
+0%
清仓
SHM
SPDR SER TR
-$243.1K
0
-100%
减持
TGT
TARGET CORP
+$241.6K
40,057
-1%
建仓
VYM
VANGUARD WHITEHALL FDS
+$236.0K
1,841
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$221.9K
2,663
建仓
PAYX
PAYCHEX INC
+$218.7K
1,630
建仓
MFC
MANULIFE FINL CORP
+$213.9K
7,240
减持
HON
HONEYWELL INTL INC
-$213.3K
23,077
-1%
建仓
SDY
SPDR SER TR
+$211.2K
1,487
清仓
—
LAM RESEARCH CORP
-$206.6K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$205.1K
7,586
-7%
清仓
CXT
CRANE NXT CO
-$204.3K
0
-100%
减持
ACWX
ISHARES TR
+$204.0K
109,570
-4%
减持
PG
PROCTER AND GAMBLE CO
+$200.3K
43,099
-2%
增持
MCD
MCDONALDS CORP
+$190.6K
3,710
+1%
增持
AMZN
AMAZON COM INC
-$188.4K
48,371
+2%
减持
IJS
ISHARES TR
+$186.1K
20,214
-1%
减持
CTVA
CORTEVA INC
+$184.1K
71,991
-4%
减持
CI
THE CIGNA GROUP
+$180.3K
16,410
-1%
减持
ADI
ANALOG DEVICES INC
-$178.8K
45,224
-3%
减持
FCX
FREEPORT-MCMORAN INC
-$170.7K
92,052
-6%
减持
IWS
ISHARES TR
+$167.4K
17,204
-1%
减持
ORCL
ORACLE CORP
+$164.9K
6,192
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$153.2K
4,186
-1%
减持
VB
VANGUARD INDEX FDS
+$148.3K
10,707
-2%
减持
NSC
NORFOLK SOUTHN CORP
+$147.9K
4,471
-0%
减持
CMI
CUMMINS INC
+$144.5K
3,539
-2%
减持
IJK
ISHARES TR
-$136.5K
72,067
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$127.4K
23,923
+1%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$121.5K
22,406
-8%
减持
PII
POLARIS INC
+$121.1K
37,958
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$116.3K
5,645
-16%
减持
PFE
PFIZER INC
+$110.7K
191,319
-1%
增持
TLT
ISHARES TR
+$109.2K
15,186
+1%
减持
VO
VANGUARD INDEX FDS
+$104.7K
10,732
-5%
减持
ITOT
ISHARES TR
-$95.7K
3,208
-24%
减持
OTIS
OTIS WORLDWIDE CORP
+$94.7K
12,995
-0%
减持
IEFA
ISHARES TR
-$91.9K
2,608
-36%
减持
GSIE
GOLDMAN SACHS ETF TR
-$88.1K
9,370
-26%
增持
GOOGL
ALPHABET INC
-$86.4K
6,528
+2%
增持
BA
BOEING CO
-$86.2K
3,100
+1%
增持
NVDA
NVIDIA CORPORATION
-$78.6K
101,161
+1%
