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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 118
减持 17
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$12.4M
164,736
+9%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$5.1M
146,493
+7%
清仓
CNC
CENTENE CORPORATION DEL
-$4.7M
0
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。
-100%
增持
VTV
VANGUARD VALUE ETF
+$4.0M
157,086
+11%
增持
VUG
VANGUARD GROWTH ETF
+$3.7M
81,840
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$2.3M
196,416
+7%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.7M
369,619
+7%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.2M
136,873
+0%
减持
T
AT&T INCORPORATED
-$669.0K
6,883
-78%
增持
QCOM
QUALCOMM INCORPORATED
+$512.0K
9,419
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$464.0K
154,861
+8%
增持
PG
PROCTER AND GAMBLE COMPANY
+$443.0K
18,003
+1%
减持
BA
BOEING COMPANY
-$318.0K
1,091
-55%
减持
C
CITIGROUP INCORPORATED COM NEW
-$315.0K
11,261
-21%
增持
VO
VANGUARD MID-CAP ETF
+$280.0K
14,804
+0%
建仓
HRI
HERC HLDGS INCORPORATED
+$269.0K
1,720
增持
AAPL
APPLE INCORPORATED
+$261.0K
4,983
+13%
增持
CVX
CHEVRON CORPORATION NEW
+$231.0K
13,585
+1%
减持
DIS
DISNEY WALT COMPANY
-$211.0K
7,792
-7%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$197.0K
5,924
+1%
增持
BAC
BK OF AMERICA CORPORATION
+$195.0K
94,114
+0%
清仓
LYFT
LYFT INCORPORATED CLASS A COM
-$190.0K
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$188.0K
20,207
+1%
建仓
ARHS
ARHAUS INCORPORATED COM CLASS A
+$177.0K
13,323
增持
NKE
NIKE INCORPORATED CLASS B
+$175.0K
7,949
+0%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$171.0K
1,439
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$166.0K
1,736
+0%
增持
CTAS
CINTAS CORPORATION
+$153.0K
2,414
+0%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$147.0K
84,179
+3%
清仓
BABA
ALIBABA GROUP HLDG LIMITED SPONSORED ADS
-$147.0K
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$129.0K
15,352
+0%
减持
BHP
BHP GROUP LIMITED SPONSORED ADS
-$116.0K
11,502
-24%
增持
HD
HOME DEPOT INCORPORATED
+$113.0K
1,289
+0%
减持
INTC
INTEL CORPORATION
-$110.0K
39,186
-2%
增持
SO
SOUTHERN COMPANY
+$109.0K
15,034
+1%
减持
GD
GENERAL DYNAMICS CORPORATION
-$105.0K
182
-75%
增持
KO
COCA COLA COMPANY
+$104.0K
13,798
+2%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
+$102.0K
1,437
+0%
增持
—
GLAXOSMITHKLINE PLC SPONSORED ADR
+$91.0K
14,216
+1%
减持
PENN
PENN NATL GAMING INCORPORATED
-$90.0K
1,990
-25%
增持
LLY
LILLY ELI & COMPANY
+$89.0K
1,917
+0%
清仓
—
DRAFTKINGS INCORPORATED COM CLASS A
-$87.0K
0
-100%
增持
MCD
MCDONALDS CORPORATION
+$84.0K
2,996
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
+$83.0K
1,475
+0%
增持
F
FORD MTR COMPANY DEL
+$78.0K
10,523
+6%
增持
JNJ
JOHNSON & JOHNSON
+$76.0K
7,131
+1%
减持
DOW
DOW INCORPORATED
-$75.0K
1,199
-52%
增持
DOCU
DOCUSIGN INCORPORATED
+$71.0K
2,674
+105%
增持
YETI
YETI HLDGS INCORPORATED
+$67.0K
2,663
+48%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$65.0K
8,516
+0%
增持
AMZN
AMAZON COM INCORPORATED
+$65.0K
110
+20%
增持
JPM
JPMORGAN CHASE & COMPANY
-$65.0K
14,910
+1%
增持
CAT
CATERPILLAR INCORPORATED
+$56.0K
3,519
+1%
增持
—
EXXON MOBIL CORPORATION
+$51.0K
16,117
+1%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$50.0K
5,141
+0%
增持
UNP
UNION PAC CORPORATION
+$49.0K
851
+0%
增持
SPY
SPDR S&P 500 ETF
+$49.0K
1,043
+0%
增持
D
DOMINION ENERGY INCORPORATED
+$49.0K
7,977
+1%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
+$48.0K
421
+90%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$42.0K
2,213
+0%
增持
—
BLACKROCK INCORPORATED
+$39.0K
478
+0%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$35.0K
5,019
+2%
增持
ATO
ATMOS ENERGY CORPORATION
+$33.0K
1,910
+1%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$31.0K
1,382
+0%
减持
SQ
BLOCK INCORPORATED CLASS A
-$31.0K
335
-6%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$28.0K
1,685
+1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$28.0K
19,898
+1%
增持
WM
WASTE MGMT INCORPORATED DEL
+$27.0K
1,496
+0%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$27.0K
7,943
+1%
增持
TXT
TEXTRON INCORPORATED
+$26.0K
3,426
+0%
建仓
—
GENERAL ELECTRIC COMPANY
+$25.0K
18,000
增持
TGT
TARGET CORPORATION
+$24.0K
6,760
+0%
增持
DG
DOLLAR GENERAL CORPORATION NEW
+$23.0K
940
+0%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$22.0K
1,124
+0%
增持
PFE
PFIZER INCORPORATED
+$21.0K
1,263
+1%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$21.0K
431
+0%
增持
QQQ
INVESCO QQQ
+$20.0K
503
+0%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$20.0K
2,481
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
+$19.0K
471
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$19.0K
1,977
+1%
减持
LUV
SOUTHWEST AIRLS COMPANY
-$19.0K
531
-34%
增持
—
DUPONT DE NEMOURS INCORPORATED
+$17.0K
1,352
+0%
清仓
VT
VANGUARD TOTAL WORLD STOCK ETF
-$17.0K
0
-100%
清仓
USPH
U S PHYSICAL THERAPY
-$17.0K
0
-100%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INCORPORATED CLASS A SHS
+$17.0K
2,000
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$17.0K
153
+1%
增持
PII
POLARIS INCORPORATED
-$16.0K
1,768
+1%
增持
CSX
CSX CORPORATION
+$16.0K
2,107
+0%
减持
WMT
WALMART INCORPORATED
+$15.0K
4,799
-2%
增持
EA
ELECTRONIC ARTS INCORPORATED
-$15.0K
1,507
+0%
增持
—
EATON CORPORATION PLC SHS
+$14.0K
572
+0%
清仓
IBRX
IMMUNITYBIO INCORPORATED
-$10.0K
0
-100%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$10.0K
9,178
+1%
增持
HSY
HERSHEY COMPANY
+$9.0K
362
+1%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$9.0K
656
+1%
增持
NTRS
NORTHERN TR CORPORATION
+$8.0K
616
+1%
建仓
COIN
COINBASE GLOBAL INCORPORATED COM CLASS A
+$8.0K
33
增持
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
+$8.0K
442
+0%
减持
DE
DEERE & COMPANY
+$8.0K
4,205
-2%
建仓
AEHR
AEHR TEST SYSTEMS
+$6.0K
250
减持
SAN
BANCO SANTANDER S.A. ADR
-$6.0K
4,547
-20%
增持
NEM
NEWMONT CORPORATION
+$6.0K
775
+1%
增持
DOV
DOVER CORPORATION
+$5.0K
176
+1%
增持
AMGN
AMGEN INCORPORATED
+$5.0K
323
+1%
增持
COP
CONOCOPHILLIPS
+$5.0K
964
+1%
增持
FDX
FEDEX CORPORATION
+$5.0K
103
+1%
增持
CLX
CLOROX COMPANY DEL
+$5.0K
496
+1%
增持
SRE
SEMPRA
+$4.0K
488
+1%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$4.0K
815
+0%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$4.0K
511
+2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$4.0K
406
+0%
增持
XLV
SPDR HEALTH CARE SELECT
+$3.0K
235
+0%
增持
DEO
DIAGEO PLC SPON ADR NEW
+$3.0K
114
+1%
增持
ES
EVERSOURCE ENERGY
+$3.0K
252
+1%
增持
SBUX
STARBUCKS CORPORATION
+$3.0K
445
+0%
清仓
KODK
EASTMAN KODAK COMPANY COM NEW
-$3.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$3.0K
236
+1%
增持
DCI
DONALDSON INCORPORATED
+$2.0K
755
+0%
增持
ALL
ALLSTATE CORPORATION
-$2.0K
170
+1%
增持
V
VISA INCORPORATED COM CLASS A
-$2.0K
377
+0%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
+$2.0K
287
+0%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$2.0K
318
+4%
增持
CTVA
CORTEVA INCORPORATED
+$2.0K
328
+0%
增持
PSX
PHILLIPS 66
+$2.0K
673
+1%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$2.0K
244
+0%
增持
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
+$2.0K
90
+200%
增持
MS
MORGAN STANLEY COM NEW
+$2.0K
1,335
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$2.0K
365
+1%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$1.0K
224
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$1.0K
1,655
+2%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$1.0K
137
-9%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$1.0K
111
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
+$1.0K
390
+3%
增持
CVS
CVS HEALTH CORPORATION
+$1.0K
55
+2%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$1.0K
104
+1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$1.0K
3,153
+1%
增持
MO
ALTRIA GROUP INCORPORATED
+$1.0K
515
+2%
减持
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$1.0K
111
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.0K
285
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
-$1.0K
394
+0%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$1.0K
309
-9%
建仓
—
SPIRIT AIRLS INCORPORATED
+$1.0K
44
增持
VICI
VICI PPTYS INCORPORATED REIT
+$0
202
+1%
增持
ENB
ENBRIDGE INCORPORATED
+$0
1,204
+1%
增持
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
+$0
30
+3%
增持
WFC
WELLS FARGO COMPANY NEW
+$0
213
+0%
增持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$0
129
+2%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$0
97
+1%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$0
140
+1%
增持
GLW
CORNING INCORPORATED
+$0
251
+1%
