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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 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
VXF
VANGUARD EXTENDED MARKET ETF
+$11.3M
294,719
+27%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$9.6M
207,695
+4%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$7.7M
206,249
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。
+12%
增持
VUG
VANGUARD GROWTH ETF
+$3.9M
106,280
+1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$3.5M
44,889
-54%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.6M
484,031
+9%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$2.1M
44,768
-53%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.6M
362,165
+1%
增持
VTV
VANGUARD VALUE ETF
+$1.3M
233,703
+1%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.0M
146,922
-0%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$730.3K
74,071
+0%
增持
AAPL
APPLE INCORPORATED
+$305.1K
5,528
+19%
增持
LLY
LILLY ELI & COMPANY
+$288.1K
2,278
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$275.0K
114,353
+6%
增持
JPM
JPMORGAN CHASE & COMPANY
+$244.9K
15,889
+0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$242.7K
190,626
+1%
增持
TGT
TARGET CORPORATION
-$230.2K
7,117
+1%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$223.7K
987
+88%
增持
VB
VANGUARD SMALL-CAP ETF
+$186.5K
18,535
+0%
增持
VO
VANGUARD MID-CAP ETF
+$172.7K
17,214
+0%
减持
MCD
MCDONALDS CORPORATION
-$155.6K
2,401
-23%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$125.0K
86,199
+1%
增持
NKE
NIKE INCORPORATED CLASS B
-$102.0K
8,549
+0%
增持
PG
PROCTER AND GAMBLE COMPANY
+$99.3K
19,339
+1%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$98.5K
380
+660%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$95.4K
23,421
+0%
增持
JNJ
JOHNSON & JOHNSON
+$87.3K
7,473
+1%
增持
CTAS
CINTAS CORPORATION
+$87.0K
2,452
+0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$80.1K
6,226
+1%
清仓
—
OAK STR HEALTH INCORPORATED
-$77.4K
0
-100%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$74.7K
2,080
+24%
建仓
DGRO
ISHARES TR CORE DIV GRWTH
+$72.2K
1,401
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$71.9K
1,460
+0%
建仓
XLE
SPDR ENERGY SELECT SECTOR FUND
+$65.5K
807
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$63.4K
1,490
+0%
减持
CAT
CATERPILLAR INCORPORATED
+$61.6K
3,604
-0%
增持
QCOM
QUALCOMM INCORPORATED
-$61.5K
8,009
+1%
增持
AMZN
AMAZON COM INCORPORATED
+$61.3K
1,865
+6%
增持
PH
PARKER-HANNIFIN CORPORATION
+$56.9K
561
+17%
增持
SBUX
STARBUCKS CORPORATION
+$52.7K
1,014
+121%
增持
CVX
CHEVRON CORPORATION NEW
-$51.7K
12,084
+1%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$49.9K
69,806
-3%
增持
MRK
MERCK & COMPANY INCORPORATED
+$48.1K
601
+201%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$43.0K
8,458
+1%
增持
F
FORD MTR COMPANY DEL
+$42.8K
16,084
+1%
减持
SJM
SMUCKER J M COMPANY COM NEW
-$42.0K
1,759
-8%
增持
HRI
HERC HLDGS INCORPORATED
+$41.6K
1,768
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
+$40.2K
1,504
+0%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$39.4K
8,834
+1%
减持
WMT
WALMART INCORPORATED
+$39.2K
4,962
-1%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$38.3K
954
+0%
建仓
IWO
ISHARES TR RUS 2000 GRW ETF
+$37.2K
153
增持
NEM
NEWMONT CORPORATION
+$36.2K
2,042
+97%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$35.1K
5,211
+0%
增持
WM
WASTE MGMT INCORPORATED DEL
+$34.2K
1,635
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$32.6K
2,380
-6%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$32.5K
3,173
-24%
增持
D
DOMINION ENERGY INCORPORATED
-$29.1K
8,479
+1%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
-$26.3K
13,119
+3%
增持
—
EXXON MOBIL CORPORATION
-$25.4K
16,996
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$25.2K
1,718
-3%
增持
DE
DEERE & COMPANY
-$24.3K
3,835
+0%
减持
QQQ
INVESCO QQQ
-$23.9K
488
-23%
建仓
VDE
VANGUARD ENERGY ETF
+$22.6K
200
建仓
—
CUE BIOPHARMA INCORPORATED
+$21.9K
6,000
增持
SO
SOUTHERN COMPANY
+$21.7K
15,929
+1%
增持
KO
COCA COLA COMPANY
-$19.7K
14,475
+1%
减持
HD
HOME DEPOT INCORPORATED
+$18.1K
1,902
-2%
增持
—
EATON CORPORATION PLC SHS
+$18.1K
591
+1%
建仓
NSRGY
NESTLE S A SPONSORED ADR
+$18.0K
150
减持
BA
BOEING COMPANY
-$17.3K
111
-42%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$17.2K
6,379
+0%
增持
INTC
INTEL CORPORATION
+$16.3K
18,073
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$15.1K
10,399
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$15.0K
2,634
+1%
减持
PFE
PFIZER INCORPORATED
-$13.6K
2,287
-4%
增持
T
AT&T INCORPORATED
-$13.5K
4,503
+2%
增持
—
BLACKROCK INCORPORATED
+$13.5K
500
+1%
增持
SPY
SPDR S&P 500 ETF
+$12.9K
365
+0%
增持
URI
UNITED RENTALS INCORPORATED
+$12.9K
252
+0%
建仓
MPC
MARATHON PETE CORPORATION
+$12.7K
109
增持
BAC
BANK AMERICA CORPORATION
+$12.5K
95,202
+0%
清仓
—
APTOSE BIOSCIENCES INCORPORATED COM NEW
-$11.7K
0
-100%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$11.5K
7,506
+1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$10.6K
10,047
+2%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$9.8K
1,665
+1%
增持
CL
COLGATE PALMOLIVE COMPANY
+$9.4K
4,049
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$9.3K
1,983
+1%
增持
CSX
CSX CORPORATION
+$9.2K
2,149
+0%
增持
NTRS
NORTHERN TR CORPORATION
-$8.5K
644
+1%
清仓
MRVL
MARVELL TECHNOLOGY INCORPORATED
-$8.3K
0
-100%
清仓
AEHR
AEHR TEST SYSTEMS
-$7.8K
0
-100%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$7.7K
1,988
+2%
减持
SQ
BLOCK INCORPORATED CLASS A
-$7.5K
86
-55%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$6.1K
453
+0%
减持
ELV
ELEVANCE HEALTH INCORPORATED
-$5.9K
30
-29%
增持
AMGN
AMGEN INCORPORATED
-$5.9K
339
+1%
减持
C
CITIGROUP INCORPORATED COM NEW
-$5.7K
2,291
-3%
建仓
—
APTOSE BIOSCIENCES INCORPORATED
+$5.6K
1,216
增持
COP
CONOCOPHILLIPS
+$5.6K
1,026
+1%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
+$4.7K
445
+100%
建仓
—
BRIGHT HEALTH GROUP INCORPORATED COM NEW
+$4.6K
379
增持
GSK
GSK PLC SPONSORED ADR
+$4.5K
12,094
+1%
增持
UNP
UNION PAC CORPORATION
+$4.3K
929
+1%
清仓
CVS
CVS HEALTH CORPORATION
-$4.2K
0
-100%
增持
AXP
AMERICAN EXPRESS COMPANY
+$4.0K
402
+0%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$3.5K
1,155
+0%
增持
PSX
PHILLIPS 66
-$3.5K
716
+1%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$3.2K
833
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
-$3.1K
690
+1%
减持
LUV
SOUTHWEST AIRLS COMPANY
-$2.8K
41
-69%
增持
ABBV
ABBVIE INCORPORATED
-$2.6K
114
+1%
增持
PEP
PEPSICO INCORPORATED
+$2.5K
609
+1%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$2.3K
21,817
+1%
增持
SRE
SEMPRA
-$2.3K
511
+1%
增持
MS
MORGAN STANLEY COM NEW
-$2.2K
1,404
+1%
增持
EMR
EMERSON ELEC COMPANY
+$2.1K
543
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
-$2.1K
176
+1%
增持
DCI
DONALDSON INCORPORATED
-$2.0K
775
+0%
清仓
PENN
PENN ENTERTAINMENT INCORPORATED
-$1.9K
0
-100%
增持
ES
EVERSOURCE ENERGY
-$1.7K
265
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$1.7K
1,847
+2%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$1.6K
519
+0%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
+$1.6K
296
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$1.5K
380
+1%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.5K
323
+0%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$1.2K
249
+1%
增持
WFC
WELLS FARGO COMPANY NEW
+$1.2K
221
+1%
增持
USB
US BANCORP DEL COM NEW
-$1.2K
477
+1%
增持
HSY
HERSHEY COMPANY
-$1.1K
306
+0%
增持
DOW
DOW INCORPORATED
-$1.1K
1,293
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$1.0K
283
+0%
增持
CLX
CLOROX COMPANY DEL
+$986
520
+1%
增持
CTVA
CORTEVA INCORPORATED
-$951
333
+0%
增持
XLV
SPDR HEALTH CARE SELECT
+$915
241
+0%
增持
MO
ALTRIA GROUP INCORPORATED
+$902
580
+2%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$900
3,380
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
+$895
396
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$887
206
+1%
增持
FAST
FASTENAL COMPANY
+$870
161
+1%
增持
SCHW
SCHWAB CHARLES CORPORATION
+$853
188
+1%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$772
114
+1%
增持
DEO
DIAGEO PLC SPON ADR NEW
-$732
118
+1%
增持
DOV
DOVER CORPORATION
-$679
180
+1%
增持
ENB
ENBRIDGE INCORPORATED
-$556
1,307
+1%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$530
253
+0%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$513
226
+2%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$499
232
+0%
增持
SAN
BANCO SANTANDER S.A. ADR
+$464
4,773
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$396
277
+1%
