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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 63
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$31.9M
550,310
+1%
增持
SLYV
SPDR SER TR
-$6.2M
854,454
+2%
清仓
SJM
SMUCKER J M CO
-$5.9M
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。
减持
MSFT
MICROSOFT CORP
-$5.6M
83,801
-5%
减持
—
EATON CORP PLC
-$5.4M
50,385
-12%
增持
IVV
ISHARES TR
-$5.1M
250,310
+1%
增持
WFC
WELLS FARGO CO NEW
+$4.1M
100,847
+129%
增持
AAPL
APPLE INC
-$4.1M
154,506
+1%
增持
IJH
ISHARES TR
-$3.4M
1,151,952
+2%
增持
KO
COCA COLA CO
+$3.0M
47,573
+656%
增持
GOOG
ALPHABET INC
-$2.9M
97,244
+2%
清仓
BAX
BAXTER INTL INC
-$2.8M
0
-100%
增持
BLK
BLACKROCK INC
+$2.7M
3,394
+565%
减持
GATX
GATX CORP
-$2.7M
27,184
-39%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
56,409
+36%
增持
CAT
CATERPILLAR INC
+$2.4M
24,485
+57%
减持
CFG
CITIZENS FINL GROUP INC
-$2.4M
156,595
-22%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.1M
1,891,714
-1%
建仓
SGOV
ISHARES TR
+$2.1M
20,430
建仓
CRM
SALESFORCE INC
+$2.0M
7,562
增持
NVDA
NVIDIA CORPORATION
-$1.9M
108,695
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
21,872
+1%
减持
IJR
ISHARES TR
-$1.8M
164,803
-0%
减持
—
EXXON MOBIL CORP
+$1.7M
164,010
-1%
增持
TSLA
TESLA INC
-$1.7M
12,265
+2%
减持
CVX
CHEVRON CORP NEW
+$1.6M
80,092
-1%
增持
ANET
ARISTA NETWORKS INC
-$1.6M
49,140
+1%
减持
GNTX
GENTEX CORP
-$1.6M
270,593
-1%
减持
ABBV
ABBVIE INC
+$1.5M
50,759
-2%
减持
MRK
MERCK & CO INC
-$1.4M
130,151
-1%
增持
USB
US BANCORP DEL
-$1.3M
240,412
+0%
减持
SBUX
STARBUCKS CORP
-$1.3M
41,941
-30%
减持
TGT
TARGET CORP
-$1.3M
39,167
-1%
增持
TROW
PRICE T ROWE GROUP INC
-$1.2M
66,276
+3%
增持
TLH
ISHARES TR
+$1.2M
157,196
+4%
减持
AEP
AMERICAN ELEC PWR CO INC
+$1.2M
76,631
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
64,645
+52%
减持
MCK
MCKESSON CORP
+$1.1M
11,049
-0%
增持
LMT
LOCKHEED MARTIN CORP
-$1.1M
28,978
+0%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
56,522
-1%
增持
AMZN
AMAZON COM INC
-$1.1M
52,467
+4%
增持
V
VISA INC
+$1.1M
26,061
+2%
减持
NI
NISOURCE INC
+$1.0M
316,852
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
188,453
+0%
减持
WSM
WILLIAMS SONOMA INC
-$1.0M
33,422
-2%
减持
ETR
ENTERGY CORP NEW
+$956.4K
107,732
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$864.0K
5,013
-22%
增持
APO
APOLLO GLOBAL MGMT INC
-$851.0K
35,138
+2%
减持
TRV
TRAVELERS COMPANIES INC
+$844.0K
38,450
-1%
增持
ADBE
ADOBE INC
-$839.4K
15,247
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$838.0K
14,337
-5%
增持
JMBS
JANUS DETROIT STR TR
+$822.9K
311,312
+4%
增持
TMUS
T-MOBILE US INC
+$770.1K
15,327
+2%
减持
CI
THE CIGNA GROUP
+$725.0K
15,609
-2%
增持
AVGO
BROADCOM INC
+$710.3K
90,916
+45%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$702.7K
120,215
-1%
减持
—
MEDTRONIC PLC
+$700.3K
71,299
-0%
减持
RTX
RTX CORPORATION
+$698.2K
44,494
-1%
增持
COST
COSTCO WHSL CORP NEW
+$691.3K
10,106
+4%
减持
ULTA
ULTA BEAUTY INC
-$672.1K
8,594
-2%
减持
—
ASTRAZENECA PLC
+$634.0K
83,228
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$625.5K
29,218
-19%
减持
PII
POLARIS INC
-$613.5K
33,182
-3%
减持
ADI
ANALOG DEVICES INC
-$572.1K
43,501
-1%
减持
PRU
PRUDENTIAL FINL INC
-$552.7K
59,164
-2%
减持
IJK
ISHARES TR
-$533.3K
68,576
-0%
减持
IWF
ISHARES TR
-$515.7K
8,053
-6%
减持
EQIX
EQUINIX INC
-$505.6K
3,920
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$490.8K
36,153
+2%
建仓
SCHB
SCHWAB STRATEGIC TR
+$482.9K
22,428
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$482.5K
11,364
-1%
减持
SO
SOUTHERN CO
+$475.2K
59,379
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$462.8K
124,721
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$460.0K
49,650
+1%
减持
THG
HANOVER INS GROUP INC
+$456.2K
24,344
-0%
增持
BAC
BANK AMERICA CORP
-$456.1K
230,303
+1%
减持
AXP
AMERICAN EXPRESS CO
-$450.6K
14,156
-1%
增持
IGSB
ISHARES TR
+$444.0K
244,454
+2%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$439.6K
23,158
-1%
增持
BKNG
BOOKING HOLDINGS INC
-$428.6K
1,323
+1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$418.0K
3,167
-66%
增持
GOOGL
ALPHABET INC
+$416.2K
10,326
+66%
增持
IVW
ISHARES TR
-$413.5K
67,706
+3%
减持
CMI
CUMMINS INC
-$398.0K
2,844
-23%
建仓
NOBL
PROSHARES TR
+$391.9K
3,835
减持
CTVA
CORTEVA INC
+$384.9K
70,099
-1%
增持
IQV
IQVIA HLDGS INC
-$364.7K
19,950
+1%
增持
BWA
BORGWARNER INC
-$362.6K
131,474
+1%
减持
FITB
FIFTH THIRD BANCORP
-$361.2K
105,454
-1%
清仓
VUG
VANGUARD INDEX FDS
-$341.5K
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$323.0K
13,475
+0%
增持
SLB
SCHLUMBERGER LTD
+$320.3K
80,262
+1%
建仓
CWI
SPDR INDEX SHS FDS
+$319.0K
10,785
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$316.9K
2,425
-57%
减持
ENB
ENBRIDGE INC
+$313.0K
208,983
-1%
增持
KLAC
KLA CORP
+$290.1K
5,370
+1%
增持
DIS
DISNEY WALT CO
-$276.8K
31,527
+4%
清仓
EPAM
EPAM SYS INC
-$272.9K
0
-100%
减持
PFE
PFIZER INC
-$268.3K
182,165
-1%
清仓
VTV
VANGUARD INDEX FDS
-$257.2K
0
-100%
减持
SWK
STANLEY BLACK & DECKER INC
-$237.2K
49,613
-2%
减持
PEP
PEPSICO INC
-$233.9K
78,864
-1%
减持
CSCO
CISCO SYS INC
+$228.1K
125,179
-1%
增持
LOW
LOWES COS INC
-$224.5K
24,819
+2%
增持
MA
MASTERCARD INCORPORATED
+$224.4K
8,605
+1%
清仓
MFC
MANULIFE FINL CORP
-$222.3K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$221.2K
1,079
增持
—
ACCENTURE PLC IRELAND
-$219.3K
7,934
+4%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$217.3K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$216.3K
4,255
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$209.5K
1,001
增持
WMT
WALMART INC
-$207.9K
83,685
+0%
增持
IEFA
ISHARES TR
+$207.9K
11,605
+22%
减持
IJJ
ISHARES TR
-$206.6K
34,489
-1%
增持
IJS
ISHARES TR
-$205.9K
18,591
+0%
建仓
MS
MORGAN STANLEY
+$205.8K
1,764
减持
SYY
SYSCO CORP
-$196.4K
80,770
-1%
减持
—
INTERPUBLIC GROUP COS INC
-$196.3K
211,950
-0%
增持
EOG
EOG RES INC
+$195.7K
23,775
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$186.8K
41,936
+0%
增持
IVE
ISHARES TR
+$186.8K
2,883
+52%
减持
ORCL
ORACLE CORP
-$184.6K
6,830
-0%
增持
IWD
ISHARES TR
+$181.3K
53,063
+0%
增持
ZTS
ZOETIS INC
+$179.8K
24,782
+4%
减持
—
TE CONNECTIVITY PLC
-$178.7K
60,036
-1%
增持
VEEV
VEEVA SYS INC
+$174.4K
7,311
+1%
减持
INGR
INGREDION INC
-$174.0K
44,049
-1%
减持
DLR
DIGITAL RLTY TR INC
-$171.0K
4,816
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$164.6K
1,187
+45%
减持
UNP
UNION PAC CORP
+$159.5K
22,692
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$159.2K
51,645
-1%
增持
IGIB
ISHARES TR
+$154.5K
103,500
+1%
增持
HD
HOME DEPOT INC
-$153.3K
14,029
+3%
减持
QCOM
QUALCOMM INC
-$152.8K
106,614
-1%
增持
VOO
VANGUARD INDEX FDS
+$152.3K
1,725
+27%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$146.6K
1,893
-1%
减持
FAST
FASTENAL CO
-$146.2K
5,579
-31%
增持
—
CHUBB LIMITED
+$145.3K
1,707
+27%
减持
AIG
AMERICAN INTL GROUP INC
+$145.0K
23,188
-10%
减持
FCX
FREEPORT-MCMORAN INC
-$144.4K
87,324
-4%
减持
MUNI
PIMCO ETF TR
-$142.5K
214,745
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$134.8K
4,332
+7%
减持
GLW
CORNING INC
-$130.9K
65,459
-1%
减持
CVS
CVS HEALTH CORP
-$130.3K
5,266
-51%
增持
VGT
VANGUARD WORLD FD
-$130.0K
1,662
+0%
增持
NEE
NEXTERA ENERGY INC
+$126.3K
48,520
+5%
减持
IWS
ISHARES TR
-$115.6K
16,495
-3%
减持
APD
AIR PRODS & CHEMS INC
+$112.5K
29,270
-0%
减持
GTLS
CHART INDS INC
-$111.5K
1,795
-8%
增持
ELV
ELEVANCE HEALTH INC
+$106.9K
824
+21%
