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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 3
增持 120
减持 16
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$12.0M
218,582
+3%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$9.9M
323,488
+7%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$6.5M
225,118
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。
+2%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$4.9M
445,273
+11%
减持
VUG
VANGUARD GROWTH ETF
+$4.0M
105,309
-0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$3.6M
536,951
+5%
增持
VTV
VANGUARD VALUE ETF
+$2.9M
237,857
+1%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.8M
148,651
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.5M
220,671
+13%
增持
BAC
BANK AMERICA CORPORATION
+$809.2K
101,143
+7%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$760.8K
73,619
+0%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$707.6K
54,671
+9%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$513.5K
87,198
+2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$500.9K
55,005
+9%
增持
VB
VANGUARD SMALL-CAP ETF
+$469.7K
18,692
+0%
清仓
GSK
GSK PLC SPONSORED ADR
-$442.9K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$442.0K
17,365
+1%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$421.1K
8,933
+0%
增持
JPM
JPMORGAN CHASE & COMPANY
+$415.7K
15,903
+1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$396.9K
29,678
+18%
减持
D
DOMINION ENERGY INCORPORATED
-$342.1K
891
-90%
增持
CTAS
CINTAS CORPORATION
+$302.6K
2,464
+0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$299.2K
118,902
+2%
增持
QCOM
QUALCOMM INCORPORATED
+$277.6K
8,114
+1%
增持
—
EXXON MOBIL CORPORATION
-$271.2K
16,453
+1%
增持
TGT
TARGET CORPORATION
+$237.0K
7,238
+1%
增持
DIS
DISNEY WALT COMPANY
+$231.2K
8,394
+29%
增持
INTC
INTEL CORPORATION
+$221.6K
14,973
+0%
增持
CVX
CHEVRON CORPORATION NEW
-$218.2K
12,321
+1%
减持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$197.6K
3,004
-53%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$188.7K
72,497
+8%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$175.5K
13,493
+3%
清仓
HUM
HUMANA INCORPORATED
-$147.4K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$143.7K
1,496
+0%
减持
HRI
HERC HLDGS INCORPORATED
-$136.0K
506
-72%
增持
NKE
NIKE INCORPORATED CLASS B
+$114.2K
8,604
+0%
清仓
DG
DOLLAR GENERAL CORPORATION NEW
-$101.3K
0
-100%
增持
SO
SOUTHERN COMPANY
+$98.1K
16,256
+1%
增持
HD
HOME DEPOT INCORPORATED
+$89.1K
1,926
+1%
增持
DE
DEERE & COMPANY
+$86.6K
3,818
+0%
增持
—
BLACKROCK INCORPORATED
+$85.8K
507
+1%
增持
MCD
MCDONALDS CORPORATION
+$83.8K
2,424
+1%
减持
LLY
ELI LILLY & COMPANY
+$81.5K
2,243
-2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$78.0K
1,731
+0%
减持
CAT
CATERPILLAR INCORPORATED
+$67.7K
3,409
-1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$64.8K
3,170
-0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$63.0K
22,138
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$58.3K
8,622
+1%
增持
KO
COCA COLA COMPANY
+$56.8K
14,819
+2%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$50.6K
992
+1%
清仓
PRVA
PRIVIA HEALTH GROUP INCORPORATED
-$49.5K
0
-100%
增持
WM
WASTE MGMT INCORPORATED DEL
+$44.9K
1,649
+0%
增持
UNP
UNION PAC CORPORATION
+$40.5K
940
+1%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$38.9K
7,689
-24%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$38.7K
7,663
+2%
清仓
—
AGILON HEALTH INCORPORATED
-$38.2K
0
-100%
增持
CL
COLGATE PALMOLIVE COMPANY
+$37.1K
4,101
+1%
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$36.5K
5,149
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
+$35.3K
487
+0%
增持
URI
UNITED RENTALS INCORPORATED
+$33.0K
254
+0%
减持
PFE
PFIZER INCORPORATED
-$33.0K
1,520
-34%
减持
T
AT&T INCORPORATED
-$31.3K
1,556
-59%
增持
PG
PROCTER AND GAMBLE COMPANY
+$30.7K
19,523
+1%
清仓
INNV
INNOVAGE HLDG CORPORATION
-$29.9K
0
-100%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$26.1K
2,690
+1%
增持
C
CITIGROUP INCORPORATED COM NEW
+$25.3K
2,348
+1%
增持
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
+$25.3K
7,508
+1%
清仓
MO
ALTRIA GROUP INCORPORATED
-$24.9K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$22.8K
1,391
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
+$22.3K
1,407
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$21.5K
2,010
+1%
减持
AMZN
AMAZON COM INCORPORATED
+$19.1K
1,686
-10%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$19.0K
6,351
+1%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
+$18.7K
1,674
+1%
增持
SPY
SPDR S&P 500 ETF
+$18.2K
368
+0%
清仓
—
GENERAL ELECTRIC COMPANY
-$18.1K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
+$17.9K
1,433
+1%
减持
SHOP
SHOPIFY INCORPORATED CLASS A
+$17.6K
1,627
-19%
增持
—
EATON CORPORATION PLC SHS
+$16.9K
596
+1%
增持
JNJ
JOHNSON & JOHNSON
+$16.1K
7,474
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$15.7K
405
+0%
清仓
CTVA
CORTEVA INCORPORATED
-$13.0K
0
-100%
减持
META
META PLATFORMS INCORPORATED CLASS A
+$11.6K
355
-7%
建仓
HRTX
HERON THERAPEUTICS INCORPORATED
+$11.3K
6,670
增持
V
VISA INCORPORATED COM CLASS A
+$11.2K
363
+0%
建仓
—
SHARECARE INCORPORATED COM CLASS A
+$10.8K
10,000
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$10.3K
1,167
+1%
增持
NTRS
NORTHERN TR CORPORATION
+$10.3K
658
+1%
增持
PSX
PHILLIPS 66
+$10.2K
729
+1%
增持
NEM
NEWMONT CORPORATION
+$10.0K
2,082
+1%
增持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$9.8K
7,952
+1%
增持
CSX
CSX CORPORATION
+$8.7K
2,163
+0%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$8.6K
3,480
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$8.4K
623
+0%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$8.3K
1,789
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$8.0K
854
+1%
增持
SRE
SEMPRA
+$7.6K
1,040
+1%
增持
AMGN
AMGEN INCORPORATED
+$7.4K
344
+1%
减持
QQQ
INVESCO QQQ TR
-$7.2K
400
-16%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$7.1K
1,422
+1%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$7.0K
0
-100%
增持
CLX
CLOROX COMPANY DEL
+$6.7K
529
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$6.5K
456
+0%
增持
ALL
ALLSTATE CORPORATION
+$5.3K
180
+1%
增持
USB
US BANCORP DEL COM NEW
+$5.3K
491
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$5.2K
210
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$5.2K
287
+1%
增持
SBUX
STARBUCKS CORPORATION
+$5.0K
1,021
+0%
增持
DOW
DOW INCORPORATED
+$4.9K
1,230
+1%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
-$4.7K
821
+1%
增持
DCI
DONALDSON INCORPORATED
+$4.6K
781
+0%
增持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$4.6K
839
+0%
增持
ENB
ENBRIDGE INCORPORATED
+$4.5K
1,349
+2%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$4.5K
154
+1%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$4.3K
702
+1%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
+$4.3K
418
+1%
减持
AAPL
APPLE INCORPORATED
+$4.2K
4,813
-11%
增持
MRK
MERCK & COMPANY INCORPORATED
+$4.1K
610
+1%
增持
HSY
HERSHEY COMPANY
-$3.8K
310
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$3.8K
2,073
+2%
建仓
KKR
KKR & COMPANY INCORPORATED
+$3.5K
42
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
+$3.5K
1,473
+0%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$3.3K
324
+0%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
+$2.9K
399
+1%
增持
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
+$2.8K
97
+1%
增持
SCHW
SCHWAB CHARLES CORPORATION
+$2.7K
190
+1%
增持
COP
CONOCOPHILLIPS
-$2.7K
1,046
+1%
增持
NSC
NORFOLK SOUTHN CORPORATION
+$2.1K
53
+2%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$2.1K
235
+0%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$2.0K
257
+2%
增持
XLV
SPDR HEALTH CARE SELECT
+$2.0K
243
+0%
增持
WFC
WELLS FARGO COMPANY NEW
+$2.0K
225
+1%
增持
FAST
FASTENAL COMPANY
+$1.8K
164
+1%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$1.7K
229
+1%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$1.6K
28
-3%
增持
RTX
RTX CORPORATION
+$1.6K
125
+1%
增持
VDE
VANGUARD ENERGY ETF
-$1.5K
205
+1%
增持
TRP
TC ENERGY CORPORATION
+$1.5K
281
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.3K
283
+1%
增持
F
FORD MTR COMPANY DEL
-$1.3K
16,449
+1%
增持
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$1.3K
568
+0%
增持
IJK
ISHARES TR S&P MC 400GR ETF
+$1.1K
152
+1%
增持
ES
EVERSOURCE ENERGY
+$1.1K
271
+1%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$1.1K
51
+2%
增持
EXPD
EXPEDITORS INTERNATIONAL WASH INCORPORATED
+$1.1K
82
+1%
增持
PII
POLARIS INCORPORATED
-$1.1K
122
+1%
增持
RGLD
ROYAL GOLD INCORPORATED
+$1.0K
69
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$972
1,918
+2%
清仓
GAP
GAP INCORPORATED
-$935
0
-100%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$885
522
+0%
