小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Gleason Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Gleason Group, Inc.
报告期 2026-03-31 · CIK 0001822632
持仓数
229
前50大市值合计
$996.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 142 项
建仓 8
增持 124
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$1.7M
150,914
+3%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$1.1M
344,518
-1%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$1.1M
184,298
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。
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$796.0K
136,323
+3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$529.0K
143,871
+1%
增持
CVX
CHEVRON CORPORATION NEW
+$417.0K
13,433
+49%
增持
PG
PROCTER AND GAMBLE COMPANY
+$313.0K
17,897
+10%
增持
VTV
VANGUARD VALUE ETF
+$253.0K
141,196
+3%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$219.0K
82,046
-0%
减持
—
EXXON MOBIL CORPORATION
-$183.0K
15,893
-10%
增持
JPM
JPMORGAN CHASE & COMPANY
+$165.0K
14,823
+2%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$154.0K
8,487
+0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$147.0K
5,894
+1%
减持
VUG
VANGUARD GROWTH ETF
-$142.0K
77,703
-2%
增持
GD
GENERAL DYNAMICS CORPORATION
+$134.0K
731
+1489%
增持
BAC
BK OF AMERICA CORPORATION
+$134.0K
94,033
+1%
增持
VO
VANGUARD MID-CAP ETF
+$118.0K
14,750
+4%
增持
QCOM
QUALCOMM INCORPORATED
+$115.0K
9,383
+22%
增持
PANW
PALO ALTO NETWORKS INCORPORATED
+$115.0K
550
+38%
增持
DIS
DISNEY WALT COMPANY
+$101.0K
8,379
+12%
增持
BA
BOEING COMPANY
+$90.0K
2,446
+31%
增持
CAT
CATERPILLAR INCORPORATED
-$86.0K
3,500
+1%
减持
DE
DEERE & COMPANY
-$83.0K
4,278
-1%
增持
TGT
TARGET CORPORATION
-$81.0K
6,735
+0%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$78.0K
1,437
+0%
增持
BABA
ALIBABA GROUP HLDG LIMITED SPONSORED ADS
-$74.0K
996
+2%
增持
EMBJ
EMBRAER S.A. SPONSORED ADS
+$71.0K
23,750
+8%
增持
NKE
NIKE INCORPORATED CLASS B
-$71.0K
7,919
+0%
建仓
—
ALIGHT INCORPORATED COM CLASS A
+$69.0K
6,000
增持
DG
DOLLAR GENERAL CORPORATION NEW
+$61.0K
939
+47%
增持
DOW
DOW INCORPORATED
+$61.0K
2,488
+91%
清仓
—
FOLEY TRASIMENE ACQUISTN CORPORATION COM CLASS A
-$59.0K
0
-100%
增持
EA
ELECTRONIC ARTS INCORPORATED
+$55.0K
1,505
+36%
增持
VB
VANGUARD SMALL-CAP ETF
+$54.0K
15,278
+5%
增持
JNJ
JOHNSON & JOHNSON
+$50.0K
7,085
+7%
增持
—
DUPONT DE NEMOURS INCORPORATED
+$46.0K
1,347
+128%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$45.0K
1,732
+0%
增持
WMT
WALMART INCORPORATED
+$43.0K
4,874
+8%
增持
WM
WASTE MGMT INCORPORATED DEL
+$43.0K
1,493
+16%
增持
F
FORD MTR COMPANY DEL
+$39.0K
9,941
+45%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$37.0K
650
+355%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$36.0K
20,075
+1%
增持
NEM
NEWMONT CORPORATION
+$35.0K
768
+598%
增持
MCD
MCDONALDS CORPORATION
+$34.0K
2,980
+1%
增持
SO
SOUTHERN COMPANY
+$31.0K
14,876
+1%
减持
DOCU
DOCUSIGN INCORPORATED
-$30.0K
1,307
-0%
建仓
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
+$30.0K
30
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$29.0K
15,142
+41%
增持
TXT
TEXTRON INCORPORATED
+$29.0K
3,425
+12%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$26.0K
1,434
+0%
增持
PII
POLARIS INCORPORATED
+$25.0K
1,757
+30%
增持
AAPL
APPLE INCORPORATED
+$21.0K
4,410
+0%
增持
LYFT
LYFT INCORPORATED CLASS A COM
+$21.0K
3,550
+27%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$20.0K
19,661
+6%
增持
UNP
UNION PAC CORPORATION
-$19.0K
847
+1%
增持
—
DRAFTKINGS INCORPORATED COM CLASS A
+$19.0K
1,805
+38%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$18.0K
4,932
+18%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$18.0K
1,121
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$18.0K
9,052
+1%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$17.0K
1,378
+20%
增持
COP
CONOCOPHILLIPS
+$17.0K
958
+23%
增持
KO
COCA COLA COMPANY
-$17.0K
13,590
+1%
增持
—
GLAXOSMITHKLINE PLC SPONSORED ADR
-$16.0K
14,032
+1%
增持
—
BLACKROCK INCORPORATED
-$16.0K
476
+1%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$14.0K
1,672
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
+$14.0K
1,470
+0%
增持
HD
HOME DEPOT INCORPORATED
+$14.0K
1,286
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$14.0K
7,867
+1%
增持
ATO
ATMOS ENERGY CORPORATION
-$14.0K
1,897
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
-$13.0K
469
+0%
增持
PSX
PHILLIPS 66
+$12.0K
664
+64%
增持
AMGN
AMGEN INCORPORATED
-$10.0K
321
+1%
建仓
IBRX
IMMUNITYBIO INCORPORATED
+$10.0K
1,000
减持
AMAT
APPLIED MATLS INCORPORATED
-$10.0K
176
-23%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$9.0K
1,698
+2%
增持
MS
MORGAN STANLEY COM NEW
+$8.0K
1,326
+1%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$7.0K
5,135
+0%
建仓
INNV
INNOVAGE HLDG CORPORATION
+$7.0K
1,000
建仓
VICI
VICI PPTYS INCORPORATED REIT
+$6.0K
200
增持
CLX
CLOROX COMPANY DEL
-$6.0K
492
+1%
增持
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
+$6.0K
441
+32%
增持
DCI
DONALDSON INCORPORATED
-$5.0K
752
+0%
增持
PFE
PFIZER INCORPORATED
+$5.0K
1,254
+1%
增持
NTRS
NORTHERN TR CORPORATION
-$4.0K
612
+1%
增持
SAN
BANCO SANTANDER S.A. ADR
+$4.0K
5,687
+28%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$4.0K
3,123
+1%
增持
CSX
CSX CORPORATION
-$4.0K
2,101
+0%
增持
LLY
LILLY ELI & COMPANY
+$4.0K
1,910
+0%
增持
T
AT&T INCORPORATED
+$4.0K
31,010
+7%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$4.0K
500
+0%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$4.0K
136,501
+0%
增持
SRE
SEMPRA
-$3.0K
484
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$3.0K
1,624
+2%
增持
QQQ
INVESCO QQQ
+$2.0K
502
+0%
增持
PEP
PEPSICO INCORPORATED
+$2.0K
533
+1%
增持
SPY
SPDR S&P 500 ETF
+$2.0K
1,041
+0%
建仓
JOBY
JOBY AVIATION INCORPORATED COMMON STOCK
+$2.0K
200
增持
INTC
INTEL CORPORATION
-$2.0K
39,944
+5%
增持
HSY
HERSHEY COMPANY
-$1.0K
360
+1%
清仓
—
BARRICK GOLD CORPORATION
-$1.0K
0
-100%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$1.0K
430
+0%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$1.0K
96
+1%
增持
GLW
CORNING INCORPORATED
-$1.0K
249
+1%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$1.0K
138
+1%
增持
MO
ALTRIA GROUP INCORPORATED
-$1.0K
506
+2%
增持
—
EATON CORPORATION PLC SHS
+$1.0K
570
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$1.0K
1,961
+1%
增持
C
CITIGROUP INCORPORATED COM NEW
-$1.0K
14,180
+1%
增持
CTAS
CINTAS CORPORATION
-$1.0K
2,409
+0%
增持
AXP
AMERICAN EXPRESS COMPANY
+$1.0K
393
+0%
增持
XLV
SPDR HEALTH CARE SELECT SECTOR
+$1.0K
234
+0%
增持
D
DOMINION ENERGY INCORPORATED
+$1.0K
7,913
+1%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
-$1.0K
243
+1%
增持
EMR
EMERSON ELEC COMPANY
-$1.0K
521
+0%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$1.0K
363
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.0K
2,202
+0%
增持
—
SIX FLAGS ENTERTAINMENT CORPORATION NEW
+$1.0K
12
+9%
增持
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
+$0
105
+3%
增持
ALL
ALLSTATE CORPORATION
+$0
169
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$0
281
+0%
增持
WFC
WELLS FARGO COMPANY NEW
+$0
212
+0%
增持
KBSR
KBS REAL ESTAT INVT TR III INCORPORATED REIT
+$0
1,474
+1%
增持
SBUX
STARBUCKS CORPORATION
+$0
444
+0%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$0
614
+0%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$0
812
+0%
增持
CTVA
CORTEVA INCORPORATED
+$0
327
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$0
118
+1%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
+$0
286
+0%
增持
ABBV
ABBVIE INCORPORATED
+$0
27
+4%
增持
ENB
ENBRIDGE INCORPORATED
+$0
1,187
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$0
2,458
+1%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$0
222
+0%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$0
168
+1%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$0
150
-9%
增持
ES
EVERSOURCE ENERGY
+$0
250
+1%
增持
USPH
U S PHYSICAL THERAPY
+$0
151
+1%
建仓
DNUT
KRISPY KREME INCORPORATED
+$0
30
建仓
—
SWINGPLANE VENTURES INCORPORATED COM NEW
+$0
875
增持
RBLX
ROBLOX CORPORATION CLASS A
+$0
6
+20%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$0
234
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$0
404
+0%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$0
53
+2%
