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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 116
减持 19
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$8.0M
199,428
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$6.9M
232,366
+20%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.6M
184,742
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。
+7%
减持
VUG
VANGUARD GROWTH ETF
+$3.7M
104,952
-0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.7M
445,238
+5%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$2.3M
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$2.1M
358,275
+6%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$1.4M
98,094
-20%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.4M
188,307
+17%
增持
VTV
VANGUARD VALUE ETF
+$1.2M
231,062
+6%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$952.8K
95,745
-22%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$875.3K
147,222
+0%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$818.2K
73,981
+3%
增持
BAC
BANK AMERICA CORPORATION
-$400.6K
95,064
+1%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$325.0K
85,114
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$233.1K
108,339
+2%
增持
AAPL
APPLE INCORPORATED
+$184.4K
4,653
+4%
增持
CVX
CHEVRON CORPORATION NEW
-$175.9K
11,971
+1%
增持
JNJ
JOHNSON & JOHNSON
-$151.1K
7,417
+1%
增持
TGT
TARGET CORPORATION
+$137.8K
7,057
+2%
增持
VO
VANGUARD MID-CAP ETF
+$134.8K
17,149
+0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$134.1K
21,637
+3%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$133.5K
6,166
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$124.6K
18,463
+0%
减持
QCOM
QUALCOMM INCORPORATED
+$100.2K
7,955
-4%
增持
DIS
DISNEY WALT COMPANY
+$97.1K
6,547
+2%
减持
INTC
INTEL CORPORATION
+$96.6K
18,001
-3%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$78.5K
23,311
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$76.9K
72,153
+1%
减持
—
DUPONT DE NEMOURS INCORPORATED
-$70.5K
338
-76%
增持
LLY
LILLY ELI & COMPANY
+$70.1K
2,273
+17%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$65.3K
8,763
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$61.2K
1,487
+0%
增持
DE
DEERE & COMPANY
-$52.5K
3,822
+0%
增持
MCD
MCDONALDS CORPORATION
+$51.3K
3,119
+0%
增持
NKE
NIKE INCORPORATED CLASS B
+$48.2K
8,525
+0%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$43.4K
6,361
+14%
增持
D
DOMINION ENERGY INCORPORATED
-$39.2K
8,375
+1%
增持
JPM
JPMORGAN CHASE & COMPANY
-$37.5K
15,854
+1%
增持
CAT
CATERPILLAR INCORPORATED
-$37.1K
3,606
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$35.4K
1,767
+0%
增持
MSFT
MICROSOFT CORPORATION
+$34.9K
199
+112%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$33.5K
951
+0%
增持
WMT
WALMART INCORPORATED
+$31.2K
5,023
+0%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$30.8K
1,235
+12%
增持
PFE
PFIZER INCORPORATED
+$30.4K
2,389
+83%
增持
HRI
HERC HLDGS INCORPORATED
-$30.1K
1,759
+0%
增持
CTAS
CINTAS CORPORATION
+$29.9K
2,446
+0%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$29.0K
5,200
+0%
减持
QQQ
INVESCO QQQ
+$26.2K
637
-5%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$25.5K
7,423
+0%
增持
F
FORD MTR COMPANY DEL
+$25.0K
15,918
+5%
增持
HD
HOME DEPOT INCORPORATED
-$24.2K
1,940
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$22.8K
2,523
+3%
增持
PH
PARKER-HANNIFIN CORPORATION
+$22.2K
481
+0%
增持
PG
PROCTER AND GAMBLE COMPANY
-$22.0K
19,068
+1%
建仓
PGR
PROGRESSIVE CORPORATION
+$21.5K
150
建仓
MRK
MERCK & COMPANY INCORPORATED
+$21.3K
200
增持
IVV
ISHARES TR CORE S&P500 ETF
+$21.1K
526
+4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$20.2K
10,313
+1%
清仓
MKL
MARKEL CORPORATION
-$18.4K
0
-100%
增持
COP
CONOCOPHILLIPS
-$17.8K
1,015
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$17.5K
8,376
+1%
增持
SO
SOUTHERN COMPANY
-$17.1K
15,771
+1%
建仓
USB
US BANCORP DEL COM NEW
+$17.0K
471
增持
—
BLACKROCK INCORPORATED
-$17.0K
496
+1%
建仓
EFA
ISHARES TR MSCI EAFE ETF
+$15.9K
222
建仓
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
+$14.4K
408
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$14.2K
2,605
+1%
增持
ABBV
ABBVIE INCORPORATED
+$13.2K
113
+277%
增持
CL
COLGATE PALMOLIVE COMPANY
-$12.6K
4,026
+1%
增持
KO
COCA COLA COMPANY
-$11.9K
14,369
+1%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$11.7K
7,883
-0%
增持
WM
WASTE MGMT INCORPORATED DEL
+$10.7K
1,528
+0%
增持
SPY
SPDR S&P 500 ETF
+$10.4K
364
+0%
增持
URI
UNITED RENTALS INCORPORATED
+$10.4K
251
+0%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
+$10.3K
223
+0%
增持
CLX
CLOROX COMPANY DEL
+$9.8K
516
+1%
建仓
SCHW
SCHWAB CHARLES CORPORATION
+$9.8K
187
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$9.2K
3,334
+1%
增持
GSK
GSK PLC SPONSORED ADR
+$9.1K
11,988
+1%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$9.1K
0
-100%
清仓
IWY
ISHARES TR RUS TP200 GR ETF
-$9.1K
0
-100%
增持
—
EATON CORPORATION PLC SHS
+$8.9K
588
+1%
建仓
EXPD
EXPEDITORS INTERNATIONAL WASH INCORPORATED
+$8.9K
81
建仓
RGLD
ROYAL GOLD INCORPORATED
+$8.8K
68
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$8.7K
156
+1%
建仓
FAST
FASTENAL COMPANY
+$8.6K
160
增持
ABT
ABBOTT LABS
+$8.5K
111
+344%
增持
HUM
HUMANA INCORPORATED
-$7.8K
302
+0%
清仓
PYPL
PAYPAL HLDGS INCORPORATED
-$7.5K
0
-100%
清仓
USMV
ISHARES TR MSCI USA MIN VOL
-$7.4K
0
-100%
增持
AXP
AMERICAN EXPRESS COMPANY
+$7.1K
401
+0%
减持
HSY
HERSHEY COMPANY
-$7.0K
305
-16%
增持
V
VISA INCORPORATED COM CLASS A
+$6.9K
381
+0%
增持
AMGN
AMGEN INCORPORATED
-$6.5K
336
+1%
增持
DOW
DOW INCORPORATED
+$6.5K
1,276
+1%
减持
GD
GENERAL DYNAMICS CORPORATION
-$6.2K
175
-6%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$6.0K
1,150
+1%
增持
FDX
FEDEX CORPORATION
+$6.0K
106
+1%
增持
UNP
UNION PAC CORPORATION
+$5.3K
923
+6%
减持
DOCU
DOCUSIGN INCORPORATED
+$5.3K
1,856
-0%
增持
DCI
DONALDSON INCORPORATED
+$5.2K
772
+0%
增持
MS
MORGAN STANLEY COM NEW
+$4.8K
1,391
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$4.7K
621
+0%
增持
EMR
EMERSON ELEC COMPANY
-$4.5K
540
+1%
减持
PEP
PEPSICO INCORPORATED
-$4.5K
605
-5%
增持
T
AT&T INCORPORATED
+$4.4K
4,434
+1%
增持
—
EXXON MOBIL CORPORATION
+$4.4K
16,854
+1%
增持
ALL
ALLSTATE CORPORATION
-$4.2K
176
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$3.9K
1,813
+2%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$3.3K
9,881
+0%
减持
ELV
ELEVANCE HEALTH INCORPORATED
-$3.2K
42
-5%
清仓
GE
GENERAL ELECTRIC COMPANY COM NEW
-$3.2K
0
-100%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$3.0K
294
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
+$2.6K
1,497
+1%
增持
SBUX
STARBUCKS CORPORATION
+$2.5K
459
+1%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$2.4K
830
+0%
增持
NEM
NEWMONT CORPORATION
+$2.3K
1,039
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$2.0K
1,970
+1%
增持
CSX
CSX CORPORATION
-$2.0K
2,142
+0%
增持
SNA
SNAP ON INCORPORATED
+$1.7K
85
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$1.6K
203
+1%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
-$1.5K
108
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$1.4K
1,455
+0%
增持
XLV
SPDR HEALTH CARE SELECT
-$1.4K
240
+0%
减持
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
+$1.4K
296
-10%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$1.3K
29
-6%
增持
ES
EVERSOURCE ENERGY
-$1.3K
262
+1%
增持
PII
POLARIS INCORPORATED
+$1.2K
120
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$1.2K
377
+1%
增持
PSX
PHILLIPS 66
-$1.2K
708
+1%
增持
SRE
SEMPRA
-$1.2K
507
+1%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$1.1K
51
+2%
增持
CVS
CVS HEALTH CORPORATION
-$1.0K
57
+2%
减持
SQ
BLOCK INCORPORATED CLASS A
-$1.0K
193
-15%
增持
GLW
CORNING INCORPORATED
+$942
262
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$920
274
+0%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$833
451
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$802
684
+1%
增持
WFC
WELLS FARGO COMPANY NEW
-$800
219
+0%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
+$653
395
+0%
增持
CTVA
CORTEVA INCORPORATED
+$558
332
+0%
增持
ENB
ENBRIDGE INCORPORATED
-$505
1,288
+1%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$406
150
+1%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$357
231
+1%
减持
C
CITIGROUP INCORPORATED COM NEW
-$321
2,372
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
-$297
123
+1%
增持
—
TOTALENERGIES SE SPONSORED ADS
-$261
104
+1%
增持
NTRS
NORTHERN TR CORPORATION
+$246
639
+1%
