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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 30
增持 108
减持 10
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
-$12.2M
196,328
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$6.4M
201,040
+3%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$6.1M
235,662
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。
+6%
增持
VUG
VANGUARD GROWTH ETF
-$4.8M
100,145
+6%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$2.7M
451,942
+4%
增持
VTV
VANGUARD VALUE ETF
-$2.5M
220,759
+3%
减持
ITOT
ISHARES TR CORE S&P TTL STK
-$2.4M
137,983
-0%
增持
BAC
BK OF AMERICA CORPORATION
-$912.0K
92,899
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$879.0K
196,218
-0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$802.0K
10,074
+406%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
-$764.0K
86,056
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$764.0K
7,834
+253%
增持
TGT
TARGET CORPORATION
-$477.0K
6,827
+1%
增持
INTC
INTEL CORPORATION
-$476.0K
40,569
+1%
减持
DE
DEERE & COMPANY
-$466.0K
3,913
-1%
增持
VO
VANGUARD MID-CAP ETF
-$438.0K
16,921
+7%
增持
JPM
JPMORGAN CHASE & COMPANY
-$345.0K
15,288
+1%
减持
SPY
SPDR S&P 500 ETF
-$337.0K
359
-66%
增持
VB
VANGUARD SMALL-CAP ETF
-$327.0K
17,921
+9%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$285.0K
8,613
+1%
增持
NKE
NIKE INCORPORATED CLASS B
-$271.0K
8,442
+0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$260.0K
20,492
+1%
减持
BHP
BHP GROUP LIMITED SPONSORED ADS
-$256.0K
11,906
-1%
增持
DOCU
DOCUSIGN INCORPORATED
-$235.0K
5,264
+5%
增持
CVX
CHEVRON CORPORATION NEW
-$232.0K
13,823
+1%
增持
QCOM
QUALCOMM INCORPORATED
-$230.0K
9,519
+1%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$182.0K
6,017
+1%
减持
AAPL
APPLE INCORPORATED
-$167.0K
4,223
-1%
增持
CAT
CATERPILLAR INCORPORATED
-$153.0K
3,558
+1%
增持
PG
PROCTER AND GAMBLE COMPANY
-$150.0K
18,516
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
-$138.0K
1,444
+0%
增持
HRI
HERC HLDGS INCORPORATED
-$132.0K
1,734
+0%
增持
WMT
WALMART INCORPORATED
-$124.0K
4,882
+1%
增持
CTAS
CINTAS CORPORATION
-$123.0K
2,427
+0%
增持
SHOP
SHOPIFY INCORPORATED CLASS A
-$120.0K
4,250
+1033%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$102.0K
1,747
+0%
建仓
WDS
WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR
+$93.0K
4,302
增持
F
FORD MTR COMPANY DEL
-$84.0K
14,841
+1%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
-$82.0K
5,158
+0%
增持
AMZN
AMAZON COM INCORPORATED
-$80.0K
1,760
+2046%
增持
C
CITIGROUP INCORPORATED COM NEW
-$79.0K
11,464
+1%
增持
LLY
LILLY ELI & COMPANY
+$75.0K
1,930
+0%
增持
—
BLACKROCK INCORPORATED
-$72.0K
485
+1%
增持
—
EXXON MOBIL CORPORATION
+$61.0K
16,420
+1%
增持
ARHS
ARHAUS INCORPORATED COM CLASS A
-$51.0K
16,908
+13%
增持
UNP
UNION PAC CORPORATION
-$51.0K
860
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$50.0K
7,276
+1%
减持
HD
HOME DEPOT INCORPORATED
-$49.0K
1,826
-0%
增持
TXT
TEXTRON INCORPORATED
-$46.0K
3,428
+0%
增持
LOW
LOWES COMPANIES INCORPORATED
-$39.0K
1,486
+0%
建仓
DFUV
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF
+$39.0K
1,227
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
-$36.0K
1,647
+1%
增持
D
DOMINION ENERGY INCORPORATED
-$35.0K
8,115
+1%
增持
PYPL
PAYPAL HLDGS INCORPORATED
-$33.0K
1,355
+23%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$31.0K
434
+0%
建仓
IBM
INTERNATIONAL BUSINESS MACHINES
+$28.0K
196
增持
GILD
GILEAD SCIENCES INCORPORATED
+$25.0K
8,134
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$24.0K
1,444
+0%
增持
—
DUPONT DE NEMOURS INCORPORATED
-$24.0K
1,365
+1%
增持
DG
DOLLAR GENERAL CORPORATION NEW
+$22.0K
944
+0%
建仓
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
+$19.0K
1,420
增持
AXP
AMERICAN EXPRESS COMPANY
-$19.0K
396
+0%
增持
ZM
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A
+$18.0K
1,250
+25%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$18.0K
5,533
+0%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$18.0K
1,134
+0%
增持
KO
COCA COLA COMPANY
+$18.0K
13,896
+1%
增持
CSX
CSX CORPORATION
-$17.0K
2,120
+0%
增持
PH
PARKER-HANNIFIN CORPORATION
-$17.0K
475
+1%
增持
MS
MORGAN STANLEY COM NEW
-$15.0K
1,356
+1%
增持
NEM
NEWMONT CORPORATION
-$15.0K
787
+1%
增持
—
EATON CORPORATION PLC SHS
-$14.0K
579
+1%
增持
T
AT&T INCORPORATED
-$14.0K
5,958
+1%
增持
DOW
DOW INCORPORATED
-$14.0K
1,225
+1%
增持
ATO
ATMOS ENERGY CORPORATION
-$13.0K
1,933
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$12.0K
630
+2%
增持
NTRS
NORTHERN TR CORPORATION
-$12.0K
623
+1%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$11.0K
1,710
+1%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$11.0K
1,136
-2%
增持
JNJ
JOHNSON & JOHNSON
+$10.0K
7,221
+1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$10.0K
20,416
+1%
增持
EMR
EMERSON ELEC COMPANY
-$10.0K
530
+1%
增持
QQQ
INVESCO QQQ
-$9.0K
616
+22%
增持
V
VISA INCORPORATED COM CLASS A
-$9.0K
378
+0%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$9.0K
2,529
+1%
增持
SO
SOUTHERN COMPANY
-$9.0K
15,319
+1%
增持
PII
POLARIS INCORPORATED
-$9.0K
1,790
+1%
增持
COP
CONOCOPHILLIPS
-$9.0K
976
+1%
建仓
IWY
ISHARES TR RUS TP200 GR ETF
+$9.0K
75
增持
EA
ELECTRONIC ARTS INCORPORATED
-$9.0K
1,761
+0%
建仓
IWF
ISHARES TR RUS 1000 GRW ETF
+$9.0K
40
增持
SRE
SEMPRA
-$8.0K
495
+1%
建仓
IWD
ISHARES TR RUS 1000 VAL ETF
+$8.0K
54
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$8.0K
3,218
+1%
增持
—
GSK PLC SPONSORED ADR
+$8.0K
14,560
+1%
建仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$7.0K
22
增持
SBUX
STARBUCKS CORPORATION
-$7.0K
451
+1%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
-$7.0K
820
+0%
建仓
USMV
ISHARES TR MSCI USA MIN VOL
+$7.0K
101
增持
WM
WASTE MGMT INCORPORATED DEL
-$7.0K
1,509
+0%
建仓
ORN
ORION GROUP HLDGS INCORPORATED
+$7.0K
2,982
增持
DOV
DOVER CORPORATION
-$6.0K
177
+1%
建仓
VPU
VANGUARD UTILITIES ETF
+$6.0K
37
清仓
COIN
COINBASE GLOBAL INCORPORATED COM CLASS A
-$6.0K
0
-100%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$6.0K
25
建仓
IEFA
ISHARES TR CORE MSCI EAFE
+$6.0K
103
增持
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
-$6.0K
445
+0%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$5.0K
319
+0%
增持
MO
ALTRIA GROUP INCORPORATED
-$5.0K
533
+2%
建仓
VAW
VANGUARD MATERIALS ETF
+$5.0K
29
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$5.0K
29
建仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$5.0K
24
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$4.0K
105
+1%
建仓
VFH
VANGUARD FINANCIALS ETF
+$4.0K
56
增持
MCD
MCDONALDS CORPORATION
+$4.0K
3,032
+1%
建仓
APOG
APOGEE ENTERPRISES INCORPORATED
+$4.0K
102
增持
ENB
ENBRIDGE INCORPORATED
-$4.0K
1,235
+1%
建仓
NVDA
NVIDIA CORPORATION
+$4.0K
28
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$4.0K
1,822
+2%
建仓
VDE
VANGUARD ENERGY ETF
+$4.0K
44
清仓
CNX
CNX RES CORPORATION
-$4.0K
0
-100%
建仓
VIS
VANGUARD INDUSTRIALS ETF
+$4.0K
27
建仓
GOVT
ISHARES TR US TREAS BD ETF
+$4.0K
166
增持
PSX
PHILLIPS 66
-$3.0K
687
+1%
增持
DEO
DIAGEO PLC SPON ADR NEW
-$3.0K
115
+1%
增持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$3.0K
125
+105%
增持
GD
GENERAL DYNAMICS CORPORATION
-$3.0K
184
+1%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$3.0K
289
+0%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$3.0K
59
增持
KMB
KIMBERLY-CLARK CORPORATION
+$3.0K
240
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
-$3.0K
391
+0%
建仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$3.0K
146
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$3.0K
512
+0%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$3.0K
369
+1%
建仓
EEM
ISHARES TR MSCI EMG MKT ETF
+$2.0K
38
增持
DCI
DONALDSON INCORPORATED
-$2.0K
762
+1%
增持
ALL
ALLSTATE CORPORATION
-$2.0K
172
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$2.0K
269
+2%
减持
PFE
PFIZER INCORPORATED
-$2.0K
1,283
-4%
增持
WFC
WELLS FARGO COMPANY NEW
-$2.0K
215
+0%
建仓
—
PARAMOUNT GLOBAL CLASS B COM
+$2.0K
100
增持
SAN
BANCO SANTANDER S.A. ADR
-$2.0K
4,605
+1%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$2.0K
226
+1%
增持
MSFT
MICROSOFT CORPORATION
+$2.0K
13
+550%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$2.0K
27
建仓
LQD
ISHARES TR IBOXX INV CP ETF
+$2.0K
16
建仓
EWJ
ISHARES INCORPORATED MSCI JPN ETF NEW
+$2.0K
33
增持
XLV
SPDR HEALTH CARE SELECT
-$2.0K
237
+0%
减持
ISCG
ISHARES TR MRGSTR SM CP GR
-$2.0K
124
-7%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
-$2.0K
246
+0%
建仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$2.0K
37
