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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 45
减持 89
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$38.3M
762,196
增持
LLY
ELI LILLY & CO
-$19.8M
557,659
+1%
增持
IVV
ISHARES TR
+$18.9M
256,906
+3%
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
AVGO
BROADCOM INC
+$14.8M
108,742
+20%
减持
MSFT
MICROSOFT CORP
+$10.0M
83,361
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$6.4M
65,626
+27%
增持
IJH
ISHARES TR
+$6.0M
1,180,815
+3%
减持
NVDA
NVIDIA CORPORATION
+$5.3M
108,308
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.5M
14,619
-33%
减持
SCHF
SCHWAB STRATEGIC TR
+$4.2M
1,881,382
-1%
减持
—
EATON CORP PLC
+$4.2M
49,994
-1%
减持
AAPL
APPLE INC
-$4.0M
147,666
-4%
增持
SLYV
SPDR SERIES TRUST
+$3.6M
885,572
+4%
减持
QCOM
QUALCOMM INC
-$3.5M
80,876
-24%
减持
BWA
BORGWARNER INC
-$3.4M
11,184
-91%
建仓
JAAA
JANUS DETROIT STR TR
+$3.1M
60,452
减持
APD
AIR PRODS & CHEMS INC
-$2.8M
20,653
-29%
减持
ULTA
ULTA BEAUTY INC
-$2.7M
967
-89%
建仓
—
APTIV PLC
+$2.6M
38,543
建仓
UNM
UNUM GROUP
+$2.4M
29,263
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.3M
110,222
+71%
减持
MUNI
PIMCO ETF TR
-$2.3M
171,377
-20%
减持
—
EXXON MOBIL CORP
-$2.0M
162,289
-1%
减持
GOOG
ALPHABET INC
+$1.9M
96,484
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.8M
124,548
-0%
增持
GD
GENERAL DYNAMICS CORP
+$1.8M
7,875
+328%
减持
PEP
PEPSICO INC
-$1.8M
75,993
-4%
增持
AMZN
AMAZON COM INC
+$1.6M
52,898
+1%
建仓
LRCX
LAM RESEARCH CORP
+$1.6M
15,953
减持
—
TE CONNECTIVITY PLC
+$1.5M
59,396
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
1,308
-1%
减持
MRK
MERCK & CO INC
-$1.5M
129,165
-1%
增持
CAT
CATERPILLAR INC
+$1.4M
24,511
+0%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.4M
0
-100%
增持
ADBE
ADOBE INC
+$1.4M
18,738
+23%
减持
ADI
ANALOG DEVICES INC
+$1.4M
42,700
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
29,274
+0%
清仓
PII
POLARIS INC
-$1.4M
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$1.3M
40,561
+21%
增持
BAC
BANK AMERICA CORP
+$1.3M
230,785
+0%
增持
CVX
CHEVRON CORP NEW
-$1.3M
84,525
+6%
减持
ABBV
ABBVIE INC
-$1.3M
50,327
-1%
增持
SWK
STANLEY BLACK & DECKER INC
+$1.3M
74,867
+51%
增持
IVW
ISHARES TR
+$1.2M
68,138
+1%
减持
ANET
ARISTA NETWORKS INC
+$1.2M
49,015
-0%
减持
SGOV
ISHARES TR
-$1.2M
8,741
-57%
减持
KLAC
KLA CORP
+$1.1M
5,324
-1%
减持
META
META PLATFORMS INC
+$1.0M
8,986
-7%
建仓
TRP
TC ENERGY CORP
+$994.0K
20,372
减持
CSCO
CISCO SYS INC
+$936.1K
124,833
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$865.5K
24,109
+51%
减持
PANW
PALO ALTO NETWORKS INC
+$850.1K
45,555
-8%
减持
SLB
SCHLUMBERGER LTD
-$802.2K
75,525
-6%
减持
—
JOHNSON CTLS INTL PLC
+$798.9K
47,953
-10%
减持
TROW
PRICE T ROWE GROUP INC
-$791.8K
54,891
-17%
减持
WFC
WELLS FARGO CO NEW
+$778.3K
100,076
-1%
减持
WMT
WALMART INC
+$766.5K
82,973
-1%
减持
IJR
ISHARES TR
+$765.7K
164,692
-0%
减持
JNJ
JOHNSON & JOHNSON
-$762.8K
56,372
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$716.4K
14,140
-1%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$695.9K
118,931
-1%
减持
AXP
AMERICAN EXPRESS CO
+$661.5K
14,014
-1%
增持
ORCL
ORACLE CORP
+$646.6K
7,325
+7%
减持
PG
PROCTER AND GAMBLE CO
-$641.0K
56,316
-0%
减持
DIS
DISNEY WALT CO
+$635.2K
30,215
-4%
减持
CTVA
CORTEVA INC
+$597.2K
67,201
-4%
减持
—
INTERPUBLIC GROUP COS INC
-$579.3K
211,490
-0%
减持
CFG
CITIZENS FINL GROUP INC
+$554.4K
155,756
-1%
减持
ACWX
ISHARES TR
+$523.2K
101,107
-1%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$521.6K
342,310
-0%
增持
IWF
ISHARES TR
+$513.5K
8,058
+0%
减持
IJK
ISHARES TR
+$506.9K
68,344
-0%
减持
EMN
EASTMAN CHEM CO
-$506.1K
36,302
-1%
减持
MCK
MCKESSON CORP
+$493.5K
10,821
-2%
减持
GNTX
GENTEX CORP
-$482.7K
264,764
-2%
减持
IQV
IQVIA HLDGS INC
-$474.0K
19,311
-3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$472.4K
76,147
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$460.0K
41,021
-2%
减持
HON
HONEYWELL INTL INC
+$459.0K
24,160
-1%
减持
RTX
RTX CORPORATION
+$439.6K
43,373
-3%
减持
TMUS
T-MOBILE US INC
-$436.5K
15,325
-0%
减持
GLW
CORNING INC
+$413.9K
64,852
-1%
减持
VEEV
VEEVA SYS INC
+$382.6K
7,209
-1%
减持
ETR
ENTERGY CORP NEW
-$368.0K
106,377
-1%
减持
EQIX
EQUINIX INC
-$366.7K
3,557
-9%
减持
COST
COSTCO WHSL CORP NEW
+$362.1K
10,021
-1%
增持
IWD
ISHARES TR
+$361.9K
53,268
+0%
增持
BLK
BLACKROCK INC
+$357.2K
3,402
+0%
减持
LOW
LOWES COS INC
-$356.7K
24,482
-1%
增持
QQQ
INVESCO QQQ TR
+$344.0K
3,898
+1%
增持
VOE
VANGUARD INDEX FDS
+$343.7K
5,025
+67%
增持
GOOGL
ALPHABET INC
+$340.0K
10,991
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$323.1K
190,087
+1%
减持
PRU
PRUDENTIAL FINL INC
-$315.1K
58,566
-1%
减持
FCX
FREEPORT-MCMORAN INC
+$313.3K
83,493
-4%
减持
SBUX
STARBUCKS CORP
-$304.2K
41,578
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$290.6K
2,048
清仓
BDX
BECTON DICKINSON & CO
-$265.5K
0
-100%
增持
ENB
ENBRIDGE INC
+$257.0K
209,996
+0%
增持
—
ASTRAZENECA PLC
-$256.1K
83,875
+1%
减持
—
MEDTRONIC PLC
-$255.2K
70,572
-1%
减持
ZTS
ZOETIS INC
-$245.1K
24,593
-1%
增持
VOO
VANGUARD INDEX FDS
+$238.8K
1,981
+15%
减持
EOG
EOG RES INC
-$237.3K
23,506
-1%
减持
TGT
TARGET CORP
-$233.1K
39,072
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$231.0K
4,994
-0%
减持
TJX
TJX COS INC NEW
-$227.3K
47,603
-5%
清仓
BP
BP PLC
-$225.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$222.0K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$218.7K
500
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$218.2K
11,088
-2%
减持
RIO
RIO TINTO PLC
-$213.3K
73,874
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$212.4K
27,491
-5%
建仓
MFC
MANULIFE FINL CORP
+$211.8K
6,628
建仓
WAB
WABTEC
+$209.3K
1,000
减持
NXST
NEXSTAR MEDIA GROUP INC
-$203.4K
22,821
-1%
建仓
SPAB
SPDR SERIES TRUST
+$202.7K
7,918
增持
EMR
EMERSON ELEC CO
+$201.4K
7,806
+2%
增持
PFE
PFIZER INC
-$198.5K
182,241
+0%
增持
IGSB
ISHARES TR
+$186.7K
246,185
+1%
增持
IEFA
ISHARES TR
+$183.7K
12,717
+10%
增持
IGV
ISHARES TR
+$183.5K
6,670
+9%
增持
IJJ
ISHARES TR
+$177.3K
34,849
+1%
减持
UNP
UNION PAC CORP
-$170.4K
22,559
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$169.9K
35,537
-2%
增持
EFA
ISHARES TR
+$165.8K
20,697
+0%
减持
VGT
VANGUARD WORLD FD
+$160.6K
1,601
-4%
增持
ELV
ELEVANCE HEALTH INC
+$159.8K
1,332
+62%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$159.7K
10,074
-1%
减持
TSLA
TESLA INC
-$157.7K
9,510
-22%
减持
AIG
AMERICAN INTL GROUP INC
-$153.4K
21,762
-6%
增持
TLH
ISHARES TR
-$151.5K
159,031
+1%
增持
IGIB
ISHARES TR
+$150.4K
104,828
+1%
减持
FITB
FIFTH THIRD BANCORP
+$144.2K
104,012
-1%
减持
THG
HANOVER INS GROUP INC
-$139.8K
24,105
-1%
减持
APO
APOLLO GLOBAL MGMT INC
+$131.7K
34,845
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$125.6K
1,147
-3%
增持
IVE
ISHARES TR
+$124.2K
3,447
+20%
减持
VTI
VANGUARD INDEX FDS
+$122.1K
5,389
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$120.4K
25,314
+13%
减持
MA
MASTERCARD INCORPORATED
+$112.8K
8,594
-0%
减持
NEE
NEXTERA ENERGY INC
-$108.4K
47,986
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$107.4K
4,455
+41%
减持
BA
BOEING CO
+$106.4K
3,001
-2%
减持
CMCSA
COMCAST CORP NEW
-$96.6K
6,186
-28%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$93.3K
5,431
+28%
增持
CMI
CUMMINS INC
+$90.4K
2,998
+5%
增持
IWY
ISHARES TR
+$89.7K
1,420
+15%
减持
VHT
VANGUARD WORLD FD
-$88.3K
1,735
-12%
减持
XLE
SELECT SECTOR SPDR TR
-$87.7K
9,751
-0%
