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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 69
减持 41
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$168.0M
542,867
-0%
增持
ACWX
ISHARES TR
+$22.1M
425,029
+327%
增持
IVV
ISHARES TR
+$13.8M
271,624
+6%
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
FMAO
FARMERS & MERCHANTS BANCORP
+$11.3M
485,064
+1660%
建仓
MBX
MBX BIOSCIENCES INC
+$7.0M
221,672
减持
GOOG
ALPHABET INC
+$6.4M
94,521
-1%
清仓
—
INTERPUBLIC GROUP COS INC
-$5.8M
0
-100%
建仓
OMC
OMNICOM GROUP INC
+$5.6M
69,578
增持
AAPL
APPLE INC
+$4.8M
155,765
+6%
减持
APO
APOLLO GLOBAL MGMT INC
-$3.8M
5,518
-84%
增持
MRK
MERCK & CO INC
+$2.8M
127,960
+1%
增持
—
EATON CORP PLC
-$2.7M
49,457
+0%
增持
—
ACCENTURE PLC IRELAND
+$2.7M
17,189
+120%
增持
MSFT
MICROSOFT CORP
-$2.4M
84,072
+1%
增持
SLYV
SPDR SERIES TRUST
+$2.1M
879,145
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$2.1M
38,883
-14%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$2.1M
81,769
-33%
减持
GLW
CORNING INC
-$2.0M
35,917
-43%
减持
NEE
NEXTERA ENERGY INC
-$1.9M
20,669
-56%
减持
ANET
ARISTA NETWORKS INC
-$1.9M
39,605
-18%
增持
AVGO
BROADCOM INC
+$1.8M
107,858
+0%
减持
GNTX
GENTEX CORP
-$1.7M
241,426
-7%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$1.7M
809,486
+4%
增持
IJH
ISHARES TR
+$1.6M
1,121,755
+1%
增持
RTX
RTX CORPORATION
+$1.6M
48,060
+12%
增持
WFC
WELLS FARGO CO NEW
+$1.6M
105,640
+7%
清仓
CRM
SALESFORCE INC
-$1.6M
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$1.5M
55,007
减持
SLB
SLB LIMITED
-$1.5M
26,758
-63%
建仓
INTU
INTUIT
+$1.5M
2,203
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.4M
127,957
+5%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.3M
19,268
+287%
增持
—
EXXON MOBIL CORP
+$1.3M
160,855
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
55,979
+1%
增持
—
ASTRAZENECA PLC
+$1.3M
82,536
+1%
增持
GOOGL
ALPHABET INC
+$1.3M
12,466
+16%
减持
TSLA
TESLA INC
-$1.3M
6,560
-31%
增持
BAC
BANK AMERICA CORP
+$1.2M
235,335
+4%
增持
META
META PLATFORMS INC
+$1.2M
11,856
+32%
建仓
PGR
PROGRESSIVE CORP
+$1.2M
5,419
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$1.2M
8,802
增持
CSCO
CISCO SYS INC
+$1.2M
123,614
+1%
建仓
VST
VISTRA CORP
+$1.1M
7,098
增持
ADI
ANALOG DEVICES INC
+$1.1M
42,074
+1%
建仓
CTRA
COTERRA ENERGY INC
+$1.1M
42,650
建仓
ADSK
AUTODESK INC
+$1.1M
3,722
建仓
EVRG
EVERGY INC
+$1.1M
14,800
减持
CAT
CATERPILLAR INC
+$1.1M
22,116
-9%
增持
RIO
RIO TINTO PLC
+$1.0M
73,226
+0%
增持
WMT
WALMART INC
+$1.0M
103,862
+1%
减持
USB
US BANCORP DEL
+$1.0M
219,464
-1%
减持
ZTS
ZOETIS INC
-$994.0K
20,636
-16%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$935.1K
5,817
增持
UNP
UNION PAC CORP
+$934.7K
26,626
+20%
减持
SCHF
SCHWAB STRATEGIC TR
+$902.3K
1,840,603
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$889.5K
154,454
+1%
增持
CSX
CSX CORP
+$836.9K
32,483
+239%
减持
FCX
FREEPORT-MCMORAN INC
+$821.8K
76,700
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$791.4K
16,192
+11%
建仓
GPC
GENUINE PARTS CO
+$790.0K
6,425
减持
SYY
SYSCO CORP
-$768.2K
77,326
-2%
减持
ADBE
ADOBE INC
-$765.6K
15,507
-12%
增持
TLH
ISHARES TR
+$764.6K
170,709
+6%
减持
WSM
WILLIAMS SONOMA INC
-$759.1K
39,668
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$756.5K
66,060
+1%
建仓
BDX
BECTON DICKINSON & CO
+$753.8K
3,884
减持
APD
AIR PRODS & CHEMS INC
-$731.7K
19,264
-4%
建仓
SPXC
SPX TECHNOLOGIES INC
+$720.2K
3,600
减持
OHI
OMEGA HEALTHCARE INVS INC
+$708.6K
338,476
-0%
减持
PG
PROCTER AND GAMBLE CO
-$703.4K
54,836
-2%
建仓
ALL
ALLSTATE CORP
+$686.9K
3,300
建仓
BWXT
BWX TECHNOLOGIES INC
+$669.9K
3,876
增持
EMN
EASTMAN CHEM CO
+$667.7K
30,664
+50%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$650.6K
116,588
+0%
增持
JMBS
JANUS DETROIT STR TR
+$633.4K
325,991
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$632.3K
29,591
+3%
增持
AMZN
AMAZON COM INC
+$631.0K
52,716
+0%
增持
HD
HOME DEPOT INC
-$622.1K
14,450
+5%
增持
LRCX
LAM RESEARCH CORP
+$612.3K
16,064
+1%
增持
TJX
TJX COS INC NEW
+$606.4K
48,615
+2%
建仓
PH
PARKER-HANNIFIN CORP
+$593.3K
675
减持
VEEV
VEEVA SYS INC
-$592.3K
6,978
-3%
增持
V
VISA INC
+$591.0K
26,493
+4%
建仓
PM
PHILIP MORRIS INTL INC
+$582.7K
3,633
减持
TMUS
T-MOBILE US INC
-$571.6K
15,083
-1%
减持
KLAC
KLA CORP
+$570.8K
5,154
-2%
增持
MS
MORGAN STANLEY
+$569.1K
4,925
+157%
建仓
NUE
NUCOR CORP
+$560.3K
3,435
增持
QCOM
QUALCOMM INC
+$541.3K
80,354
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$530.4K
191,914
+1%
减持
QQQ
INVESCO QQQ TR
-$520.2K
1,876
-33%
增持
CVX
CHEVRON CORP NEW
+$510.4K
88,319
+6%
增持
KO
COCA COLA CO
+$498.1K
83,502
+4%
增持
ENB
ENBRIDGE INC
-$486.2K
207,261
+1%
增持
INGR
INGREDION INC
-$485.7K
43,085
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$479.1K
38,139
+1%
减持
IGSB
ISHARES TR
-$478.2K
246,984
-3%
增持
SGOV
ISHARES TR
+$455.0K
15,047
+44%
建仓
GS
GOLDMAN SACHS GROUP INC
+$441.3K
502
减持
LMT
LOCKHEED MARTIN CORP
-$436.7K
27,049
-0%
减持
AXP
AMERICAN EXPRESS CO
+$435.0K
13,594
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$431.2K
1,650
+230%
增持
JAAA
JANUS DETROIT STR TR
+$429.7K
92,458
+11%
减持
HON
HONEYWELL INTL INC
-$417.3K
23,644
-1%
增持
CMI
CUMMINS INC
+$415.4K
3,292
+10%
减持
IJJ
ISHARES TR
-$401.5K
31,027
-10%
减持
—
APTIV PLC
-$392.5K
38,615
-0%
增持
SO
SOUTHERN CO
-$389.1K
58,006
+1%
增持
IVW
ISHARES TR
+$364.9K
56,037
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$364.2K
20,488
+51%
增持
NI
NISOURCE INC
-$358.1K
308,714
+1%
减持
PRU
PRUDENTIAL FINL INC
+$351.3K
55,880
-3%
建仓
OKE
ONEOK INC NEW
+$346.8K
4,719
建仓
ONB
OLD NATL BANCORP IND
+$345.2K
15,475
增持
NSC
NORFOLK SOUTHN CORP
+$343.3K
5,784
+31%
建仓
LNC
LINCOLN NATL CORP IND
+$338.4K
7,600
减持
CTVA
CORTEVA INC
-$327.4K
60,918
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$325.6K
41,916
+4%
减持
—
TE CONNECTIVITY PLC
+$313.2K
44,635
-0%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$311.8K
0
-100%
减持
IWD
ISHARES TR
-$290.4K
50,291
-6%
建仓
C
CITIGROUP INC
+$289.5K
2,481
建仓
COF
CAPITAL ONE FINL CORP
+$276.5K
1,141
建仓
IEMG
ISHARES INC
+$268.0K
3,987
减持
TGT
TARGET CORP
+$258.8K
36,556
-1%
增持
MPC
MARATHON PETE CORP
+$256.1K
4,015
+95%
建仓
MDLZ
MONDELEZ INTL INC
+$255.6K
4,749
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$254.8K
5,132
减持
—
JOHNSON CTLS INTL PLC
+$253.8K
45,232
-4%
增持
DIS
DISNEY WALT CO
+$251.3K
31,049
+8%
增持
FITB
FIFTH THIRD BANCORP
+$249.1K
101,462
+0%
建仓
DE
DEERE & CO
+$249.1K
535
建仓
DOV
DOVER CORP
+$239.7K
1,228
增持
ABBV
ABBVIE INC
+$239.6K
62,539
+3%
增持
IJR
ISHARES TR
+$237.5K
162,703
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$233.0K
74,690
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$225.9K
4,099
-6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$221.3K
1,817
+78%
建仓
BX
BLACKSTONE INC
+$217.5K
1,411
增持
MCD
MCDONALDS CORP
+$216.4K
4,550
+18%
建仓
SHEL
SHELL PLC
+$215.4K
2,932
增持
MMM
3M CO
+$214.1K
5,578
+27%
减持
PEP
PEPSICO INC
-$213.3K
51,579
-5%
清仓
PAYX
PAYCHEX INC
-$211.9K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$206.8K
0
-100%
增持
NFLX
NETFLIX INC
-$204.5K
17,306
+1036%
清仓
CL
COLGATE PALMOLIVE CO
-$201.9K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$201.1K
9,147
-6%
清仓
XYL
XYLEM INC
-$200.6K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$200.2K
0
-100%
