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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 107
减持 9
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.6M
225,901
+12%
增持
VUG
VANGUARD GROWTH ETF
+$2.3M
114,898
+15%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$1.7M
472,514
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。
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$1.7M
256,173
+9%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$1.6M
179,468
-9%
清仓
—
GSK PLC SPONSORED ADR
-$634.0K
0
-100%
增持
ITOT
ISHARES TR CORE S&P TTL STK
-$562.0K
138,273
+0%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$538.0K
85,825
-0%
增持
INTC
INTEL CORPORATION
-$461.0K
41,033
+1%
建仓
GSK
GSK PLC SPONSORED ADR
+$345.0K
11,738
增持
PG
PROCTER AND GAMBLE COMPANY
-$297.0K
18,732
+1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$241.0K
20,950
+3%
减持
TXT
TEXTRON INCORPORATED
-$187.0K
375
-89%
增持
VTV
VANGUARD VALUE ETF
+$162.0K
237,087
+7%
增持
NKE
NIKE INCORPORATED CLASS B
-$159.0K
8,467
+0%
增持
VO
VANGUARD MID-CAP ETF
-$139.0K
16,992
+0%
增持
QCOM
QUALCOMM INCORPORATED
-$134.0K
9,575
+1%
减持
DE
DEERE & COMPANY
+$118.0K
3,862
-1%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$118.0K
6,064
+1%
增持
JPM
JPMORGAN CHASE & COMPANY
-$96.0K
15,561
+2%
清仓
WDS
WOODSIDE ENERGY GROUP LIMITED SPONSORED ADR
-$93.0K
0
-100%
增持
KO
COCA COLA COMPANY
-$90.0K
13,993
+1%
增持
JNJ
JOHNSON & JOHNSON
-$87.0K
7,317
+1%
增持
D
DOMINION ENERGY INCORPORATED
-$82.0K
8,183
+1%
增持
VB
VANGUARD SMALL-CAP ETF
-$81.0K
17,991
+0%
增持
BAC
BK OF AMERICA CORPORATION
-$66.0K
93,564
+1%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$64.0K
8,653
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$62.0K
10,149
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$60.0K
7,872
+0%
增持
TGT
TARGET CORPORATION
+$56.0K
6,870
+1%
增持
WMT
WALMART INCORPORATED
+$55.0K
5,003
+2%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$55.0K
1,447
+0%
增持
CAT
CATERPILLAR INCORPORATED
-$49.0K
3,580
+1%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$47.0K
207,583
+6%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$44.0K
20,748
+1%
增持
AAPL
APPLE INCORPORATED
+$42.0K
4,478
+6%
增持
SJM
SMUCKER J M CO COM NEW
+$41.0K
1,891
+11%
增持
—
EXXON MOBIL CORPORATION
+$41.0K
16,573
+1%
增持
SO
SOUTHERN COMPANY
-$41.0K
15,450
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$39.0K
7,316
+1%
增持
CTAS
CINTAS CORPORATION
+$38.0K
2,433
+0%
增持
C
CITIGROUP INCORPORATED COM NEW
-$35.0K
11,801
+3%
增持
MCD
MCDONALDS CORPORATION
-$34.0K
3,097
+2%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$34.0K
2,553
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$34.0K
1,753
+0%
增持
LOW
LOWES COMPANIES INCORPORATED
+$33.0K
1,558
+5%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
-$31.0K
12,759
+7%
建仓
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$31.0K
277
增持
—
BLACKROCK INCORPORATED
-$27.0K
489
+1%
增持
T
AT&T INCORPORATED
-$26.0K
6,450
+8%
增持
HRI
HERC HLDGS INCORPORATED
+$25.0K
1,743
+1%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$23.0K
6,173
+12%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$21.0K
1,139
+0%
建仓
ELV
ELEVANCE HEALTH INCORPORATED
+$20.0K
44
增持
MSFT
MICROSOFT CORPORATION
+$19.0K
93
+615%
增持
ATO
ATMOS ENERGY CORPORATION
-$19.0K
1,944
+1%
建仓
USB
US BANCORP DEL COM NEW
+$18.0K
443
增持
ISRG
INTUITIVE SURGICAL INCORPORATED COM NEW
+$18.0K
190
+111%
增持
HD
HOME DEPOT INCORPORATED
+$17.0K
1,878
+3%
增持
ABBV
ABBVIE INCORPORATED
+$17.0K
153
+467%
建仓
SNA
SNAP ON INCORPORATED
+$17.0K
83
增持
IVV
ISHARES TR CORE S&P500 ETF
+$16.0K
505
+16%
增持
HSY
HERSHEY COMPANY
+$15.0K
428
+17%
建仓
MKL
MARKEL CORPORATION
+$15.0K
14
增持
UNP
UNION PAC CORPORATION
-$14.0K
865
+1%
增持
PFE
PFIZER INCORPORATED
+$13.0K
1,827
+42%
增持
NEM
NEWMONT CORPORATION
-$13.0K
798
+1%
增持
COP
CONOCOPHILLIPS
+$13.0K
988
+1%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
-$12.0K
5,172
+0%
增持
WM
WASTE MGMT INCORPORATED DEL
+$12.0K
1,514
+0%
建仓
NSC
NORFOLK SOUTHN CORPORATION
+$11.0K
51
建仓
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
+$10.0K
273
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$10.0K
1,100
+2400%
增持
EA
ELECTRONIC ARTS INCORPORATED
-$10.0K
1,764
+0%
清仓
IWF
ISHARES TR RUS 1000 GRW ETF
-$9.0K
0
-100%
增持
FDX
FEDEX CORPORATION
-$8.0K
104
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$8.0K
1,481
+3%
清仓
IWD
ISHARES TR RUS 1000 VAL ETF
-$8.0K
0
-100%
增持
V
VISA INCORPORATED COM CLASS A
-$8.0K
379
+0%
建仓
HON
HONEYWELL INTERNATIONAL INCORPORATED
+$8.0K
50
增持
DOW
DOW INCORPORATED
-$8.0K
1,243
+1%
增持
PEP
PEPSICO INCORPORATED
+$7.0K
597
+10%
增持
SPY
SPDR S&P 500 ETF
-$7.0K
361
+1%
增持
—
DUPONT DE NEMOURS INCORPORATED
-$7.0K
1,374
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$7.0K
109
+304%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$7.0K
1,680
+2082%
清仓
VPU
VANGUARD UTILITIES ETF
-$6.0K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
-$6.0K
1,119
-21%
增持
NTRS
NORTHERN TR CORPORATION
-$6.0K
627
+1%
增持
ENB
ENBRIDGE INCORPORATED
-$6.0K
1,252
+1%
建仓
GE
GENERAL ELECTRIC COMPANY COM NEW
+$6.0K
94
增持
PII
POLARIS INCORPORATED
-$6.0K
1,800
+1%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$6.0K
0
-100%
增持
ED
CONSOLIDATED EDISON INCORPORATED
-$6.0K
673
+1%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$6.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$6.0K
2,448
+3%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$6.0K
17
-81%
增持
CLX
CLOROX COMPANY DEL
-$6.0K
507
+1%
增持
MS
MORGAN STANLEY COM NEW
+$5.0K
1,368
+1%
减持
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
-$5.0K
20
-84%
增持
QQQ
INVESCO QQQ
+$5.0K
665
+8%
增持
AMGN
AMGEN INCORPORATED
-$5.0K
331
+1%
增持
—
EATON CORPORATION PLC SHS
+$5.0K
582
+1%
增持
CSX
CSX CORPORATION
-$5.0K
2,127
+0%
增持
HUM
HUMANA INCORPORATED
+$5.0K
301
+0%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$5.0K
946
+0%
清仓
VAW
VANGUARD MATERIALS ETF
-$5.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$5.0K
242
+1%
清仓
VDC
VANGUARD CONSUMER STAPLES ETF
-$5.0K
0
-100%
清仓
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$5.0K
0
-100%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$5.0K
8,227
+1%
清仓
VFH
VANGUARD FINANCIALS ETF
-$4.0K
0
-100%
增持
SBUX
STARBUCKS CORPORATION
+$4.0K
453
+0%
清仓
FMS
FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR
-$4.0K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$4.0K
3,259
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$4.0K
1,859
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$4.0K
198
+1%
清仓
VDE
VANGUARD ENERGY ETF
-$4.0K
0
-100%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$4.0K
0
-100%
清仓
GOVT
ISHARES TR US TREAS BD ETF
-$4.0K
0
-100%
清仓
—
BBQ HLDGS INCORPORATED
-$3.0K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$3.0K
31
+41%
增持
CVX
CHEVRON CORPORATION NEW
+$3.0K
13,947
+1%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$3.0K
290
+0%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$3.0K
0
-100%
增持
EMR
EMERSON ELEC COMPANY
-$3.0K
533
+1%
清仓
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$3.0K
0
-100%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$3.0K
371
+1%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$3.0K
782
-4%
增持
F
FORD MTR COMPANY DEL
+$3.0K
14,960
+1%
增持
FBIN
FORTUNE BRANDS HOME & SEC INCORPORATED
-$3.0K
447
+0%
增持
GD
GENERAL DYNAMICS CORPORATION
-$2.0K
185
+1%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$2.0K
617
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
-$2.0K
121
+1%
清仓
—
PARAMOUNT GLOBAL CLASS B COM
-$2.0K
0
-100%
增持
ES
EVERSOURCE ENERGY
-$2.0K
258
+1%
清仓
LQD
ISHARES TR IBOXX INV CP ETF
-$2.0K
0
-100%
清仓
EWJ
ISHARES INCORPORATED MSCI JPN ETF NEW
-$2.0K
0
-100%
增持
DIS
DISNEY WALT COMPANY
+$2.0K
8,249
+0%
增持
ORN
ORION GROUP HLDGS INCORPORATED
+$2.0K
3,382
+13%
清仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$2.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INCORPORATED
-$2.0K
1,650
+200%
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$2.0K
0
-100%
增持
DOV
DOVER CORPORATION
-$1.0K
178
+1%
增持
DCI
DONALDSON INCORPORATED
+$1.0K
765
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.0K
270
+0%
增持
IJK
ISHARES TR S&P MC 400GR ETF
-$1.0K
150
+1%
增持
WFC
WELLS FARGO COMPANY NEW
+$1.0K
216
+0%
清仓
IWS
ISHARES TR RUS MDCP VAL ETF
-$1.0K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
-$1.0K
823
+0%
