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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 111
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.4M
220,652
+7%
减持
VUG
VANGUARD GROWTH ETF
-$1.3M
105,666
-1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.3M
399,766
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。
+10%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$1.1M
212,580
+2%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.1M
1,378
-83%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$1.0M
846
-92%
增持
VTV
VANGUARD VALUE ETF
-$595.7K
236,450
+1%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$566.6K
302,076
+2%
增持
ITOT
ISHARES TR CORE S&P TTL STK
-$488.5K
147,429
+0%
建仓
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$375.5K
7,840
建仓
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
+$369.7K
7,458
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$335.7K
513,455
+6%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$275.9K
8,889
+1%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$249.5K
85,818
-0%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$221.7K
50,388
+12%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$205.0K
73,524
-1%
增持
VO
VANGUARD MID-CAP ETF
-$191.9K
17,278
+0%
增持
VB
VANGUARD SMALL-CAP ETF
-$168.6K
18,606
+0%
增持
LLY
ELI LILLY & COMPANY
+$157.7K
2,283
+0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$155.2K
195,542
+3%
增持
CVX
CHEVRON CORPORATION NEW
+$154.5K
12,193
+1%
减持
AAPL
APPLE INCORPORATED
-$150.0K
5,387
-3%
增持
TGT
TARGET CORPORATION
-$144.8K
7,180
+1%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$136.7K
50,641
+13%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$136.4K
6,285
+1%
减持
BAC
BANK AMERICA CORPORATION
-$135.0K
94,825
-0%
增持
NKE
NIKE INCORPORATED CLASS B
-$123.6K
8,575
+0%
减持
DE
DEERE & COMPANY
-$113.8K
3,816
-0%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$110.9K
67,188
-4%
增持
PG
PROCTER AND GAMBLE COMPANY
-$104.4K
19,403
+0%
减持
—
EXXON MOBIL CORPORATION
+$93.3K
16,297
-4%
减持
JNJ
JOHNSON & JOHNSON
-$81.5K
7,418
-1%
增持
MCD
MCDONALDS CORPORATION
-$81.5K
2,410
+0%
增持
SO
SOUTHERN COMPANY
-$77.2K
16,098
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$74.8K
1,467
+0%
减持
INTC
INTEL CORPORATION
-$73.6K
14,931
-17%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$64.3K
117,002
+2%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$60.7K
957
+0%
减持
DIS
DISNEY WALT COMPANY
-$57.8K
6,498
-1%
增持
QCOM
QUALCOMM INCORPORATED
-$57.5K
8,067
+1%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$56.9K
6,399
+0%
增持
KO
COCA COLA COMPANY
-$55.2K
14,585
+1%
增持
D
DOMINION ENERGY INCORPORATED
-$55.1K
8,596
+1%
减持
CAT
CATERPILLAR INCORPORATED
+$53.7K
3,445
-4%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$52.6K
21,975
+1%
减持
LOW
LOWES COMPANIES INCORPORATED
-$48.8K
1,399
-7%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$44.9K
10,145
+1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$44.4K
25,180
+8%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$42.0K
1,772
+1%
增持
F
FORD MTR COMPANY DEL
-$41.5K
16,249
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$41.2K
1,493
+0%
增持
CTAS
CINTAS CORPORATION
-$36.4K
2,458
+0%
清仓
GS
GOLDMAN SACHS GROUP INCORPORATED
-$35.1K
0
-100%
增持
WM
WASTE MGMT INCORPORATED DEL
-$33.2K
1,642
+0%
增持
HRI
HERC HLDGS INCORPORATED
-$30.7K
1,777
+1%
减持
PH
PARKER-HANNIFIN CORPORATION
-$29.7K
485
-14%
建仓
DINO
HF SINCLAIR CORPORATION
+$23.5K
413
增持
CL
COLGATE PALMOLIVE COMPANY
-$22.2K
4,075
+1%
减持
JPM
JPMORGAN CHASE & COMPANY
-$21.5K
15,787
-1%
减持
WMT
WALMART INCORPORATED
-$21.2K
4,744
-4%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$21.1K
1,161
+1%
增持
—
BLACKROCK INCORPORATED
-$19.9K
504
+1%
增持
ATO
ATMOS ENERGY CORPORATION
-$19.3K
1,996
+1%
增持
PSX
PHILLIPS 66
+$18.5K
723
+1%
增持
COP
CONOCOPHILLIPS
+$17.8K
1,036
+1%
清仓
SAN
BANCO SANTANDER S.A. ADR
-$17.7K
0
-100%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$17.1K
5,118
-2%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$16.9K
985
-0%
减持
DOCU
DOCUSIGN INCORPORATED
-$16.9K
1,855
-0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$16.9K
7,548
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$16.7K
2,269
-5%
增持
AMGN
AMGEN INCORPORATED
+$16.6K
342
+1%
增持
MPC
MARATHON PETE CORPORATION
+$16.2K
191
+75%
增持
HSY
HERSHEY COMPANY
-$14.8K
308
+1%
减持
T
AT&T INCORPORATED
-$14.5K
3,820
-15%
增持
CLX
CLOROX COMPANY DEL
-$14.0K
524
+1%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$12.7K
2,000
-4%
增持
HD
HOME DEPOT INCORPORATED
-$12.5K
1,914
+1%
增持
HUM
HUMANA INCORPORATED
+$12.2K
303
+0%
增持
GSK
GSK PLC SPONSORED ADR
+$11.8K
12,217
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$11.7K
8,542
+1%
增持
NEM
NEWMONT CORPORATION
-$10.9K
2,062
+1%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$10.4K
740
增持
C
CITIGROUP INCORPORATED COM NEW
-$10.0K
2,321
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
-$9.8K
404
+0%
减持
QQQ
INVESCO QQQ
-$9.5K
477
-2%
建仓
TRP
TC ENERGY CORPORATION
+$9.5K
276
增持
PEP
PEPSICO INCORPORATED
-$8.8K
613
+1%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$8.0K
813
+1%
增持
—
EATON CORPORATION PLC SHS
+$7.7K
593
+0%
增持
SBUX
STARBUCKS CORPORATION
-$7.4K
1,020
+1%
增持
PFE
PFIZER INCORPORATED
-$7.2K
2,313
+1%
增持
MRK
MERCK & COMPANY INCORPORATED
-$7.1K
605
+1%
增持
CSX
CSX CORPORATION
-$7.0K
2,156
+0%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$6.3K
2,030
+2%
减持
DOW
DOW INCORPORATED
-$6.3K
1,214
-6%
减持
CTVA
CORTEVA INCORPORATED
-$6.1K
254
-24%
清仓
SQ
BLOCK INCORPORATED CLASS A
-$5.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF
-$5.2K
367
+1%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$5.1K
520
+0%
减持
—
DUPONT DE NEMOURS INCORPORATED
-$4.9K
260
-24%
增持
MSFT
MICROSOFT CORPORATION
-$4.8K
200
+1%
增持
ENB
ENBRIDGE INCORPORATED
-$4.5K
1,328
+2%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$4.3K
455
+0%
增持
SRE
SEMPRA
-$4.3K
1,031
+102%
增持
MS
MORGAN STANLEY COM NEW
-$4.1K
1,418
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$4.0K
251
+1%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$4.0K
157
+1%
增持
EMR
EMERSON ELEC COMPANY
+$3.6K
546
+1%
增持
ES
EVERSOURCE ENERGY
-$3.2K
268
+1%
增持
RTX
RTX CORPORATION
-$3.1K
124
+1%
增持
VDE
VANGUARD ENERGY ETF
+$3.0K
202
+1%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$2.9K
1,155
-6%
增持
ED
CONSOLIDATED EDISON INCORPORATED
-$2.8K
696
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$2.8K
1,882
+2%
增持
SNA
SNAP ON INCORPORATED
-$2.7K
86
+1%
增持
NTRS
NORTHERN TR CORPORATION
-$2.5K
651
+1%
增持
V
VISA INCORPORATED COM CLASS A
-$2.5K
362
+0%
减持
NSRGY
NESTLE S A SPONSORED ADR
-$2.3K
139
-7%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$2.2K
298
+1%
增持
DCI
DONALDSON INCORPORATED
-$2.0K
778
+0%
增持
FDX
FEDEX CORPORATION
+$1.9K
107
+1%
增持
PII
POLARIS INCORPORATED
-$1.9K
121
+1%
增持
ABBV
ABBVIE INCORPORATED
+$1.8K
115
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$1.7K
208
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$1.4K
2,662
+1%
增持
MO
ALTRIA GROUP INCORPORATED
-$1.4K
591
+2%
增持
DOV
DOVER CORPORATION
-$1.4K
181
+1%
增持
ABT
ABBOTT LABS
-$1.3K
112
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$1.3K
178
+1%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
-$1.2K
836
+0%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$1.2K
383
+1%
增持
GLW
CORNING INCORPORATED
-$1.1K
266
+1%
增持
AMAT
APPLIED MATLS INCORPORATED
-$1.0K
180
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
-$982
285
+1%
建仓
GAP
GAP INCORPORATED
+$935
88
增持
—
TOTALENERGIES SE SPONSORED ADS
+$924
106
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
-$852
397
+0%
增持
XLV
SPDR HEALTH CARE SELECT
-$835
242
+0%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$818
234
+1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$779
3,429
+1%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
-$713
413
+1%
增持
FAST
FASTENAL COMPANY
-$647
162
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$616
1,724
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$599
279
+1%
增持
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$581
154
+1%
增持
ALL
ALLSTATE CORPORATION
+$580
179
+1%
增持
VICI
VICI PPTYS INCORPORATED REIT
-$429
220
+1%
增持
LUV
SOUTHWEST AIRLS COMPANY
-$366
42
+2%
增持
—
NAVIGATOR HLDGS LIMITED SHS
+$362
201
+1%
