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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 118
减持 13
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$8.9M
194,516
+33%
增持
VTV
VANGUARD VALUE ETF
+$8.5M
213,956
+36%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$8.4M
193,341
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。
+17%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.5M
435,728
+18%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.4M
196,234
+27%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$1.1M
223,346
+14%
增持
VUG
VANGUARD GROWTH ETF
+$875.0K
94,356
+15%
增持
ITOT
ISHARES TR CORE S&P TTL STK
-$708.0K
138,047
+1%
增持
CVX
CHEVRON CORPORATION NEW
+$639.0K
13,714
+1%
减持
BAC
BK OF AMERICA CORPORATION
-$383.0K
92,285
-2%
增持
—
EXXON MOBIL CORPORATION
+$359.0K
16,282
+1%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$348.0K
1,600
+6300%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
-$300.0K
85,188
+1%
增持
JPM
JPMORGAN CHASE & COMPANY
-$294.0K
15,162
+2%
增持
QCOM
QUALCOMM INCORPORATED
-$276.0K
9,461
+0%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$231.0K
11,970
+4%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$199.0K
8,561
+1%
减持
DE
DEERE & COMPANY
+$196.0K
3,943
-6%
增持
NKE
NIKE INCORPORATED CLASS B
-$191.0K
8,424
+6%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$148.0K
7,191
-22%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$147.0K
20,342
+1%
减持
AAPL
APPLE INCORPORATED
-$141.0K
4,261
-14%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$140.0K
1,440
+0%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$135.0K
3,224
增持
PG
PROCTER AND GAMBLE COMPANY
-$133.0K
18,405
+2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$133.0K
1,741
+0%
建仓
HUM
HUMANA INCORPORATED
+$131.0K
300
增持
DOCU
DOCUSIGN INCORPORATED
+$130.0K
5,014
+88%
增持
TGT
TARGET CORPORATION
-$124.0K
6,788
+0%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A
+$117.0K
1,000
增持
PYPL
PAYPAL HLDGS INCORPORATED
+$108.0K
1,105
+952%
减持
AMZN
AMAZON COM INCORPORATED
-$100.0K
82
-25%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$99.0K
8,040
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$90.0K
2,372
-5%
增持
YETI
YETI HLDGS INCORPORATED
+$83.0K
5,063
+90%
增持
LOW
LOWES COMPANIES INCORPORATED
-$82.0K
1,480
+0%
增持
DIS
DISNEY WALT COMPANY
-$80.0K
8,217
+5%
增持
C
CITIGROUP INCORPORATED COM NEW
-$74.0K
11,356
+1%
增持
SO
SOUTHERN COMPANY
+$70.0K
15,182
+1%
增持
—
BLACKROCK INCORPORATED
-$70.0K
481
+1%
增持
CAT
CATERPILLAR INCORPORATED
+$61.0K
3,539
+1%
增持
MCD
MCDONALDS CORPORATION
-$58.0K
3,014
+1%
建仓
PRVA
PRIVIA HEALTH GROUP INCORPORATED
+$57.0K
2,150
增持
D
DOMINION ENERGY INCORPORATED
+$56.0K
8,042
+1%
建仓
—
AGILON HEALTH INCORPORATED
+$55.0K
2,150
建仓
—
OAK STR HEALTH INCORPORATED
+$54.0K
2,000
增持
JNJ
JOHNSON & JOHNSON
+$52.0K
7,176
+1%
减持
CHDN
CHURCHILL DOWNS INCORPORATED
-$52.0K
221
-48%
增持
ARHS
ARHAUS INCORPORATED COM CLASS A
-$50.0K
14,908
+12%
建仓
—
CANO HEALTH INCORPORATED COM CLASS A
+$41.0K
6,500
增持
CTAS
CINTAS CORPORATION
-$40.0K
2,420
+0%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
-$37.0K
5,149
+0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$33.0K
1,157
+436%
建仓
RIVN
RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A
+$30.0K
600
减持
T
AT&T INCORPORATED
-$30.0K
5,872
-15%
清仓
TDOC
TELADOC HEALTH INCORPORATED
-$30.0K
0
-100%
增持
F
FORD MTR COMPANY DEL
+$30.0K
14,752
+40%
增持
ATO
ATMOS ENERGY CORPORATION
+$30.0K
1,922
+1%
增持
BA
BOEING COMPANY
+$27.0K
1,291
+18%
增持
COP
CONOCOPHILLIPS
+$27.0K
969
+1%
增持
INNV
INNOVAGE HLDG CORPORATION
+$27.0K
5,000
+400%
增持
PTON
PELOTON INTERACTIVE INCORPORATED CLASS A COM
+$25.0K
1,135
+741%
建仓
—
APTOSE BIOSCIENCES INCORPORATED COM NEW
+$25.0K
18,250
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$25.0K
1,129
+0%
增持
WMT
WALMART INCORPORATED
+$24.0K
4,818
+0%
增持
INTC
INTEL CORPORATION
-$24.0K
40,240
+3%
增持
EA
ELECTRONIC ARTS INCORPORATED
+$24.0K
1,759
+17%
增持
SPY
SPDR S&P 500 ETF
-$23.0K
1,047
+0%
增持
SHOP
SHOPIFY INCORPORATED CLASS A
-$23.0K
375
+88%
减持
SQ
BLOCK INCORPORATED CLASS A
-$23.0K
227
-32%
增持
LLY
LILLY ELI & COMPANY
+$21.0K
1,924
+0%
建仓
—
PEAR THERAPEUTICS INCORPORATED CLASS A COM
+$21.0K
4,250
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$20.0K
2,504
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$20.0K
2,222
+0%
增持
HRI
HERC HLDGS INCORPORATED
+$19.0K
1,726
+0%
增持
UNP
UNION PAC CORPORATION
+$19.0K
855
+0%
增持
SRE
SEMPRA
+$18.0K
492
+1%
减持
LUV
SOUTHWEST AIRLS COMPANY
-$17.0K
131
-75%
增持
CLX
CLOROX COMPANY DEL
-$17.0K
500
+1%
建仓
—
BRIGHT HEALTH GROUP INCORPORATED
+$16.0K
8,250
增持
PH
PARKER-HANNIFIN CORPORATION
-$16.0K
472
+0%
增持
HD
HOME DEPOT INCORPORATED
+$15.0K
1,835
+42%
增持
NEM
NEWMONT CORPORATION
+$14.0K
780
+1%
建仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
+$14.0K
190
增持
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
-$14.0K
443
+0%
增持
MS
MORGAN STANLEY COM NEW
-$13.0K
1,344
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$13.0K
1,441
+0%
增持
VB
VANGUARD SMALL-CAP ETF
+$13.0K
16,388
+7%
增持
WM
WASTE MGMT INCORPORATED DEL
-$12.0K
1,502
+0%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$12.0K
942
+0%
增持
SBUX
STARBUCKS CORPORATION
-$11.0K
448
+1%
增持
PSX
PHILLIPS 66
+$10.0K
681
+1%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$10.0K
432
+0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$10.0K
5,967
+1%
增持
TXT
TEXTRON INCORPORATED
-$10.0K
3,427
+0%
增持
HSY
HERSHEY COMPANY
+$9.0K
363
+0%
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$9.0K
615
+0%
增持
ENB
ENBRIDGE INCORPORATED
+$9.0K
1,220
+1%
增持
—
DUPONT DE NEMOURS INCORPORATED
-$9.0K
1,358
+0%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$9.0K
0
-100%
增持
DOW
DOW INCORPORATED
+$9.0K
1,213
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$9.0K
395
+0%
建仓
—
SHARECARE INCORPORATED COM CLASS A
+$9.0K
3,500
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$8.0K
20,140
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$8.0K
1,686
+2%
增持
PII
POLARIS INCORPORATED
-$7.0K
1,779
+1%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$7.0K
1,632
+18%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$7.0K
661
+1%
增持
DCI
DONALDSON INCORPORATED
-$6.0K
758
+0%
增持
PFE
PFIZER INCORPORATED
-$6.0K
1,334
+6%
增持
GD
GENERAL DYNAMICS CORPORATION
+$6.0K
183
+1%
增持
AMGN
AMGEN INCORPORATED
+$6.0K
326
+1%
减持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
-$5.0K
61
-53%
增持
AMAT
APPLIED MATLS INCORPORATED
-$5.0K
177
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$5.0K
238
+1%
增持
ALL
ALLSTATE CORPORATION
+$4.0K
171
+1%
增持
DNA
GINKGO BIOWORKS HOLDINGS INCORPORATED CLASS A SHS
-$4.0K
3,250
+63%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$4.0K
5,519
+10%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$4.0K
1,778
+2%
增持
CTVA
CORTEVA INCORPORATED
+$3.0K
329
+0%
增持
PEP
PEPSICO INCORPORATED
-$3.0K
540
+1%
减持
FMS
FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR
-$3.0K
153
-41%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$3.0K
288
+0%
增持
MO
ALTRIA GROUP INCORPORATED
+$3.0K
525
+2%
增持
EMR
EMERSON ELEC COMPANY
+$3.0K
527
+1%
清仓
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
-$2.0K
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.0K
265
-7%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
-$2.0K
817
+0%
清仓
KNSL
KINSALE CAP GROUP INCORPORATED
-$2.0K
0
-100%
增持
NTRS
NORTHERN TR CORPORATION
-$2.0K
619
+0%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$2.0K
3,185
+1%
清仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$2.0K
0
-100%
建仓
SG
SWEETGREEN INCORPORATED COM CLASS A
+$2.0K
75
增持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
-$2.0K
95
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$2.0K
814
+100%
增持
VO
VANGUARD MID-CAP ETF
-$1.0K
15,854
+7%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$1.0K
1,697
+1%
增持
IJK
ISHARES TR S&P MC 400GR ETF
-$1.0K
149
+1%
增持
ES
EVERSOURCE ENERGY
-$1.0K
254
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.0K
1,989
+1%
增持
—
GLAXOSMITHKLINE PLC SPONSORED ADR
-$1.0K
14,375
+1%
增持
XLV
SPDR HEALTH CARE SELECT
-$1.0K
236
+0%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$1.0K
367
+1%
增持
MRSH
MARSH & MCLENNAN COMPANIES INCORPORATED
-$1.0K
73
+1%
增持
WFC
WELLS FARGO COMPANY NEW
+$0
214
+0%
增持
VTRS
VIATRIS INCORPORATED
+$0
46
+2%
增持
KBSR
KBS REAL ESTAT INVT TR III INCORPORATED REIT
+$0
1,510
+1%
增持
—
TOTALENERGIES SE SPONSORED ADS
+$0
98
+1%
增持
GLW
CORNING INCORPORATED
+$0
252
+0%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$0
141
+1%
