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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 34
减持 98
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
-$61.9M
547,438
+0%
减持
SLYV
SPDR SER TR
-$5.9M
838,513
-8%
清仓
—
ARISTA NETWORKS INC
-$5.8M
0
-100%
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。
建仓
ANET
ARISTA NETWORKS INC
+$5.4M
48,637
减持
CVS
CVS HEALTH CORP
-$4.3M
10,850
-86%
增持
SCHF
SCHWAB STRATEGIC TR
-$4.1M
1,906,668
+99%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.1M
6
减持
IJR
ISHARES TR
-$3.5M
164,899
-14%
建仓
EMN
EASTMAN CHEM CO
+$3.3M
36,341
减持
LMT
LOCKHEED MARTIN CORP
-$3.0M
28,926
-1%
增持
AAPL
APPLE INC
+$3.0M
153,462
+1%
减持
IJH
ISHARES TR
-$3.0M
1,133,441
-4%
减持
TLH
ISHARES TR
-$2.7M
151,809
-7%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.7M
42,473
-55%
减持
AVGO
BROADCOM INC
+$2.4M
62,594
-11%
减持
IWF
ISHARES TR
-$2.4M
8,525
-45%
减持
APD
AIR PRODS & CHEMS INC
-$2.3M
29,375
-19%
减持
QCOM
QUALCOMM INC
-$2.2M
107,601
-2%
减持
MRK
MERCK & CO INC
-$2.2M
131,045
-2%
减持
WMT
WALMART INC
-$2.2M
83,614
-30%
减持
GOOG
ALPHABET INC
+$2.1M
95,112
-1%
增持
AMZN
AMAZON COM INC
+$2.0M
50,314
+4%
减持
—
EXXON MOBIL CORP
-$2.0M
165,475
-2%
增持
TSLA
TESLA INC
+$1.7M
12,072
+1%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.7M
13,459
减持
PEP
PEPSICO INC
-$1.7M
79,303
-2%
减持
SWK
STANLEY BLACK & DECKER INC
-$1.7M
50,460
-3%
减持
IGSB
ISHARES TR
-$1.7M
239,034
-10%
减持
IVV
ISHARES TR
+$1.5M
247,578
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$1.4M
52,185
-1%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.4M
34,287
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
101,516
+0%
减持
CI
THE CIGNA GROUP
-$1.3M
15,971
-3%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.3M
121,946
-2%
减持
IWD
ISHARES TR
-$1.2M
52,952
-9%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$1.2M
344,504
-2%
减持
ABBV
ABBVIE INC
-$1.2M
51,612
-2%
增持
TROW
PRICE T ROWE GROUP INC
+$1.2M
64,503
+15%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$1.2M
9,307
-58%
减持
PII
POLARIS INC
-$1.2M
34,224
-10%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
57,360
-2%
减持
RIO
RIO TINTO PLC
-$1.1M
76,431
-4%
减持
FCX
FREEPORT-MCMORAN INC
-$1.1M
90,612
-2%
减持
BAX
BAXTER INTL INC
-$1.1M
96,215
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
188,380
-2%
减持
ADI
ANALOG DEVICES INC
-$1.1M
43,984
-3%
增持
BKNG
BOOKING HOLDINGS INC
+$1.1M
1,313
+1%
减持
MUNI
PIMCO ETF TR
-$1.0M
216,752
-6%
减持
GATX
GATX CORP
+$996.8K
44,539
-0%
增持
ETR
ENTERGY CORP NEW
+$976.0K
108,858
+97%
减持
AEP
AMERICAN ELEC PWR CO INC
-$973.3K
78,187
-2%
减持
MSFT
MICROSOFT CORP
-$961.3K
87,911
-0%
减持
—
INTERPUBLIC GROUP COS INC
-$948.6K
212,451
-3%
减持
WSM
WILLIAMS SONOMA INC
+$908.5K
33,977
-2%
减持
BAC
BANK AMERICA CORP
+$898.2K
229,046
-1%
减持
TGT
TARGET CORP
-$890.3K
39,599
-1%
减持
JMBS
JANUS DETROIT STR TR
-$879.7K
299,873
-1%
减持
SJM
SMUCKER J M CO
-$867.3K
53,581
-4%
减持
V
VISA INC
+$855.7K
25,575
-3%
减持
IQV
IQVIA HLDGS INC
-$846.2K
19,754
-1%
减持
—
MEDTRONIC PLC
-$817.7K
71,441
-1%
减持
KLAC
KLA CORP
-$792.7K
5,333
-1%
增持
ZTS
ZOETIS INC
-$776.7K
23,940
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$755.4K
49,089
+105%
增持
—
ASTRAZENECA PLC
+$753.7K
83,689
+38%
减持
ACWX
ISHARES TR
-$694.7K
106,880
-2%
减持
MCK
MCKESSON CORP
+$693.4K
11,071
-3%
建仓
FELE
FRANKLIN ELEC INC
+$687.5K
7,055
减持
BWA
BORGWARNER INC
-$675.9K
129,896
-2%
减持
PFE
PFIZER INC
-$652.4K
184,109
-4%
减持
SO
SOUTHERN CO
-$633.4K
60,552
-3%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$628.1K
9,370
减持
CSCO
CISCO SYS INC
+$616.0K
126,632
-2%
减持
—
TE CONNECTIVITY PLC
-$601.3K
60,593
-1%
增持
NEE
NEXTERA ENERGY INC
-$591.5K
46,218
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$589.9K
21,712
+8%
减持
NI
NISOURCE INC
+$580.8K
317,899
-1%
减持
SBUX
STARBUCKS CORP
-$560.5K
59,579
-3%
清仓
XYL
XYLEM INC
-$539.3K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$537.4K
44,110
-3%
增持
LOW
LOWES COS INC
-$533.4K
24,364
+1%
减持
UNP
UNION PAC CORP
-$533.1K
22,809
-2%
建仓
BLK
BLACKROCK INC
+$522.8K
510
减持
PG
PROCTER AND GAMBLE CO
-$515.4K
41,452
-4%
减持
—
EATON CORP PLC
-$510.5K
57,580
-3%
减持
GNTX
GENTEX CORP
-$467.2K
273,958
-2%
增持
IEFA
ISHARES TR
+$466.5K
9,534
+266%
减持
SLB
SCHLUMBERGER LTD
-$460.5K
79,151
-5%
增持
META
META PLATFORMS INC
+$444.9K
9,641
+6%
减持
CVX
CHEVRON CORP NEW
-$423.9K
81,211
-2%
增持
ADBE
ADOBE INC
+$415.2K
15,038
+24%
增持
UNH
UNITEDHEALTH GROUP INC
-$405.6K
16,532
+10%
减持
HON
HONEYWELL INTL INC
+$397.4K
22,877
-1%
减持
DIS
DISNEY WALT CO
+$391.4K
30,431
-2%
减持
SYY
SYSCO CORP
-$386.9K
81,838
-4%
增持
MA
MASTERCARD INCORPORATED
+$385.7K
8,531
+3%
减持
IJK
ISHARES TR
-$380.9K
68,671
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$374.4K
126,307
-3%
建仓
IVE
ISHARES TR
+$362.7K
1,900
减持
ULTA
ULTA BEAUTY INC
+$352.0K
8,788
-1%
减持
HD
HOME DEPOT INC
-$342.8K
13,612
-2%
建仓
VUG
VANGUARD INDEX FDS
+$341.5K
832
减持
CFG
CITIZENS FINL GROUP INC
+$330.8K
201,177
-2%
减持
PRU
PRUDENTIAL FINL INC
-$325.2K
60,407
-2%
减持
USB
US BANCORP DEL
+$322.2K
240,154
-2%
建仓
AGG
ISHARES TR
+$314.8K
3,249
减持
RTX
RTX CORPORATION
-$309.9K
44,897
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$304.7K
41,831
-3%
清仓
SGOV
ISHARES TR
-$302.0K
0
-100%
减持
KO
COCA COLA CO
-$297.4K
6,295
-34%
增持
CAT
CATERPILLAR INC
-$289.0K
15,639
+3%
建仓
IEMG
ISHARES INC
+$270.5K
5,180
建仓
FRME
FIRST MERCHANTS CORP
+$269.9K
6,765
建仓
VTV
VANGUARD INDEX FDS
+$257.2K
1,519
增持
BSX
BOSTON SCIENTIFIC CORP
+$247.7K
35,337
+2%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$245.2K
23,490
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$241.5K
6,412
+1%
建仓
IWY
ISHARES TR
+$217.4K
924
增持
VOO
VANGUARD INDEX FDS
+$216.2K
1,363
+39%
减持
AXP
AMERICAN EXPRESS CO
+$215.9K
14,351
-4%
减持
EQIX
EQUINIX INC
+$215.2K
3,926
-0%
减持
TMUS
T-MOBILE US INC
+$211.5K
15,031
-0%
清仓
SDY
SPDR SER TR
-$211.2K
0
-100%
减持
FSLR
FIRST SOLAR INC
-$206.8K
2,669
-2%
减持
CTVA
CORTEVA INC
-$205.9K
70,689
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$193.9K
35,895
-2%
减持
VO
VANGUARD INDEX FDS
-$190.1K
10,000
-7%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$178.6K
4,929
+85%
减持
EFA
ISHARES TR
-$170.4K
20,608
-0%
减持
AMGN
AMGEN INC
-$168.5K
1,010
-25%
增持
GLW
CORNING INC
+$166.6K
65,816
+0%
减持
FITB
FIFTH THIRD BANCORP
-$165.8K
106,314
-2%
减持
COST
COSTCO WHSL CORP NEW
+$158.5K
9,677
-1%
减持
IJS
ISHARES TR
-$158.1K
18,582
-8%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$154.7K
1,834
+43%
增持
HII
HUNTINGTON INGALLS INDS INC
-$146.6K
2,022
+1%
增持
TLT
ISHARES TR
-$144.8K
15,401
+1%
增持
CMI
CUMMINS INC
+$143.6K
3,699
+5%
减持
ENB
ENBRIDGE INC
+$142.5K
210,866
-3%
减持
CL
COLGATE PALMOLIVE CO
-$140.9K
2,620
-28%
减持
INGR
INGREDION INC
-$133.7K
44,562
-2%
减持
IVW
ISHARES TR
-$132.4K
65,977
-8%
增持
AGZ
ISHARES TR
+$129.7K
10,132
+16%
减持
AMT
AMERICAN TOWER CORP NEW
-$129.5K
2,596
-0%
减持
AIG
AMERICAN INTL GROUP INC
-$128.1K
25,700
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$126.7K
15,462
+13%
减持
TJX
TJX COS INC NEW
+$114.4K
51,418
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$106.0K
1,915
+2%
减持
QQQ
INVESCO QQQ TR
-$103.6K
3,852
-9%
减持
GOOGL
ALPHABET INC
+$98.0K
6,237
-4%
