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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 7
增持 95
减持 35
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$15.2M
336,818
+42971%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$8.1M
122,994
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$7.4M
173,415
-23%
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。
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$6.9M
193,509
-24%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$5.2M
161,309
+120280%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$4.9M
122,621
+10656%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$4.0M
72,052
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$2.4M
106,306
-41%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$2.3M
34,362
减持
VUG
VANGUARD GROWTH ETF
-$2.1M
105,299
-8%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$1.7M
71,494
+22963%
减持
VTV
VANGUARD VALUE ETF
+$1.5M
219,016
-8%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.5M
146,883
+6%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$1.1M
190,774
-8%
建仓
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$1.0M
23,141
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$577.8K
85,483
-0%
减持
INTC
INTEL CORPORATION
-$565.6K
18,594
-55%
增持
PG
PROCTER AND GAMBLE COMPANY
+$492.3K
18,852
+1%
增持
JPM
JPMORGAN CHASE & COMPANY
+$477.5K
15,686
+1%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$407.4K
9,838
-53%
增持
—
EXXON MOBIL CORPORATION
+$396.9K
16,717
+1%
减持
C
CITIGROUP INCORPORATED COM NEW
-$380.4K
2,466
-79%
减持
DE
DEERE & COMPANY
+$340.6K
3,803
-2%
建仓
CL
COLGATE PALMOLIVE COMPANY
+$315.2K
4,000
增持
VB
VANGUARD SMALL-CAP ETF
+$300.4K
18,390
+2%
增持
BAC
BANK AMER CORP COM
+$293.5K
94,187
+1%
增持
NKE
NIKE INCORPORATED CLASS B
+$293.3K
8,523
+1%
增持
VO
VANGUARD MID-CAP ETF
+$288.3K
17,086
+1%
增持
CAT
CATERPILLAR INCORPORATED
+$275.2K
3,599
+1%
减持
DIS
DISNEY WALT COMPANY
-$219.6K
6,428
-22%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$213.0K
422,274
-11%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$211.0K
50
-97%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$204.5K
8,299
+1%
清仓
EA
ELECTRONIC ARTS INCORPORATED
-$204.0K
0
-100%
减持
DOCU
DOCUSIGN INCORPORATED
-$178.1K
1,857
-65%
减持
QCOM
QUALCOMM INCORPORATED
-$167.4K
8,319
-13%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$167.0K
20,927
+1%
减持
EMBJ
EMBRAER S.A. SPONSORED ADS
-$163.0K
3,750
-84%
减持
PII
POLARIS INCORPORATED
-$160.0K
119
-93%
增持
CTAS
CINTAS CORPORATION
+$156.9K
2,440
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$145.2K
10,241
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$138.4K
7,918
+1%
减持
CVX
CHEVRON CORPORATION NEW
+$125.0K
11,862
-15%
减持
BA
BOEING COMPANY
-$119.5K
191
-85%
增持
KO
COCA COLA COMPANY
+$119.2K
14,199
+1%
减持
PYPL
PAYPAL HLDGS INCORPORATED
-$109.5K
105
-92%
增持
JNJ
JOHNSON & JOHNSON
+$105.8K
7,364
+1%
增持
MCD
MCDONALDS CORPORATION
+$105.7K
3,114
+1%
减持
ARHS
ARHAUS INCORPORATED COM CLASS A
-$94.6K
2,504
-85%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INCORPORATED CLASS A
-$92.0K
0
-100%
增持
LLY
LILLY ELI & COMPANY
+$84.3K
1,942
+0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$82.7K
6,113
+1%
增持
—
BLACKROCK INCORPORATED
+$80.1K
493
+1%
增持
HD
HOME DEPOT INCORPORATED
+$78.8K
1,890
+1%
增持
GSK
GSK PLC SPONSORED ADR
+$72.4K
11,878
+1%
增持
SO
SOUTHERN COMPANY
+$63.4K
15,606
+1%
清仓
—
AUSTERLITZ ACQUISITION CORPORATION I SHS CLASS A
-$59.0K
0
-100%
增持
D
DOMINION ENERGY INCORPORATED
-$58.6K
8,275
+1%
清仓
—
CANO HEALTH INCORPORATED COM CLASS A
-$56.0K
0
-100%
减持
PENN
PENN ENTERTAINMENT INCORPORATED
-$53.1K
65
-97%
增持
HRI
HERC HLDGS INCORPORATED
+$49.5K
1,752
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
+$47.1K
1,451
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$46.4K
7,406
+1%
减持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$45.6K
5,564
-10%
减持
SHOP
SHOPIFY INCORPORATED CLASS A
-$44.6K
2,000
-53%
清仓
—
ALIGHT INCORPORATED COM CLASS A
-$44.0K
0
-100%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$43.3K
1,656
+1%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$41.7K
1,904
+1%
增持
AAPL
APPLE INCORPORATED
-$36.1K
4,486
+0%
减持
YETI
YETI HLDGS INCORPORATED
-$34.0K
2,663
-47%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$28.5K
2,578
+1%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$26.4K
1,144
+0%
减持
—
MONDAY COM LIMITED SHS
-$26.0K
0
-100%
增持
—
DUPONT DE NEMOURS INCORPORATED
+$25.7K
1,380
+0%
增持
PH
PARKER-HANNIFIN CORPORATION
+$23.5K
479
+0%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
-$22.3K
1,485
+0%
增持
ATO
ATMOS ENERGY CORPORATION
+$21.3K
1,957
+1%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$19.2K
8,709
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$18.6K
1,760
+0%
减持
T
AT&T INCORPORATED
-$18.0K
4,399
-32%
清仓
USB
US BANCORP DEL COM NEW
-$18.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$17.5K
1,005
+2%
增持
PSX
PHILLIPS 66
+$17.0K
701
+1%
增持
PEP
PEPSICO INCORPORATED
+$16.7K
635
+6%
减持
ABBV
ABBVIE INCORPORATED
-$16.2K
30
-80%
增持
NEM
NEWMONT CORPORATION
+$14.6K
1,030
+29%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$14.2K
508
+1%
增持
—
EATON CORPORATION PLC SHS
+$13.9K
585
+1%
减持
PFE
PFIZER INCORPORATED
-$12.9K
1,309
-28%
增持
AMGN
AMGEN INCORPORATED
+$12.6K
334
+1%
增持
EMR
EMERSON ELEC COMPANY
+$12.6K
537
+1%
增持
MGM
MGM RESORTS INTERNATIONAL
+$12.1K
3,225
+0%
增持
V
VISA INCORPORATED COM CLASS A
+$12.0K
380
+0%
增持
UNP
UNION PAC CORPORATION
+$11.4K
871
+1%
增持
TGT
TARGET CORPORATION
+$11.2K
6,919
+1%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INCORPORATED CLASS A SHS
-$10.0K
0
-100%
清仓
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
-$10.0K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
-$9.9K
329
-71%
增持
SPY
SPDR S&P 500 ETF
+$9.6K
363
+1%
减持
HSY
HERSHEY COMPANY
-$9.5K
365
-15%
增持
MS
MORGAN STANLEY COM NEW
+$9.3K
1,380
+1%
增持
CSX
CSX CORPORATION
+$9.1K
2,134
+0%
清仓
—
BRIGHT HEALTH GROUP INCORPORATED
-$9.0K
0
-100%
清仓
—
PEAR THERAPEUTICS INCORPORATED CLASS A COM
-$9.0K
0
-100%
增持
DOW
DOW INCORPORATED
+$8.5K
1,261
+1%
清仓
—
PAYSAFE LIMITED ORD
-$8.0K
0
-100%
增持
F
FORD MTR COMPANY DEL
+$7.6K
15,096
+1%
增持
DCI
DONALDSON INCORPORATED
+$7.3K
769
+1%
增持
SBUX
STARBUCKS CORPORATION
+$7.3K
456
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$7.3K
186
+1%
清仓
—
SHARECARE INCORPORATED COM CLASS A
-$7.0K
0
-100%
减持
PTON
PELOTON INTERACTIVE INCORPORATED CLASS A COM
-$6.9K
135
-88%
增持
CLX
CLOROX COMPANY DEL
+$6.9K
512
+1%
增持
DG
DOLLAR GENERAL CORPORATION NEW
+$6.7K
949
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$6.7K
678
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$6.2K
245
+1%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
+$5.9K
222
+0%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$5.8K
107
+1%
建仓
—
DR ING HC F PORSCHE AG
+$5.1K
50
增持
AXP
AMERICAN EXPRESS COMPANY
+$5.0K
400
+1%
增持
WM
WASTE MGMT INCORPORATED DEL
-$4.4K
1,521
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$4.3K
201
+2%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$4.3K
5,184
+0%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$4.2K
155
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$3.8K
620
+0%
减持
LOW
LOWES COMPANIES INCORPORATED
+$3.7K
1,489
-4%
增持
ENB
ENBRIDGE INCORPORATED
+$3.6K
1,269
+1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$3.5K
3,298
+1%
增持
XLV
SPDR HEALTH CARE SELECT
+$3.5K
239
+0%
增持
MO
ALTRIA GROUP INCORPORATED
+$3.5K
557
+2%
建仓
MBC
MASTERBRAND INCORPORATED COMMON STOCK
+$3.4K
450
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$3.2K
281
+1%
增持
DOV
DOVER CORPORATION
+$3.2K
179
+1%
增持
FDX
FEDEX CORPORATION
+$3.2K
105
+1%
清仓
CRON
CRONOS GROUP INCORPORATED
-$3.0K
0
-100%
增持
SRE
SEMPRA
+$2.9K
504
+1%
减持
GE
GENERAL ELECTRIC COMPANY COM NEW
-$2.8K
38
-60%
增持
SAN
BANCO SANTANDER S.A. ADR
+$2.8K
4,673
+1%
增持
KBSR
KBS REAL ESTAT INVT TR III INCORPORATED REIT
-$2.8K
1,583
+2%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$2.4K
827
+0%
增持
AMAT
APPLIED MATLS INCORPORATED
+$2.4K
179
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$2.3K
122
+1%
增持
SNA
SNAP ON INCORPORATED
+$2.2K
84
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
+$2.2K
394
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$2.1K
375
+1%
增持
NTRS
NORTHERN TR CORPORATION
+$2.0K
633
+1%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$2.0K
113
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$1.9K
1,898
+2%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$1.9K
229
+1%
增持
ES
EVERSOURCE ENERGY
+$1.8K
260
+1%
