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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 2
增持 103
减持 29
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$10.7M
220,813
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$7.8M
235,649
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$4.5M
329,274
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
VTV
VANGUARD VALUE ETF
+$3.5M
239,613
+1%
减持
VUG
VANGUARD GROWTH ETF
+$3.4M
104,858
-0%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$3.1M
455,136
+2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.4M
556,299
+4%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.4M
148,033
-0%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$1.0M
8,969
+0%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$517.0K
222,270
+1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$510.2K
0
-100%
增持
LLY
ELI LILLY & COMPANY
+$438.9K
2,245
+0%
建仓
TSLA
TESLA INCORPORATED
+$437.7K
2,490
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$435.6K
55,917
+2%
减持
JPM
JPMORGAN CHASE & COMPANY
+$396.0K
15,483
-3%
减持
BAC
BANK AMERICA CORPORATION
+$321.5K
98,285
-3%
减持
VO
VANGUARD MID-CAP ETF
+$293.1K
17,342
-0%
减持
PG
PROCTER AND GAMBLE COMPANY
+$291.9K
19,431
-0%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$284.8K
68,941
-6%
减持
VB
VANGUARD SMALL-CAP ETF
+$267.6K
18,615
-0%
增持
TGT
TARGET CORPORATION
+$260.1K
7,285
+1%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$258.4K
87,242
+0%
减持
—
EXXON MOBIL CORPORATION
+$258.0K
16,371
-0%
减持
DIS
DISNEY WALT COMPANY
+$255.6K
8,283
-1%
减持
AAPL
APPLE INCORPORATED
-$244.9K
3,975
-17%
增持
CTAS
CINTAS CORPORATION
+$211.5K
2,470
+0%
增持
QCOM
QUALCOMM INCORPORATED
+$206.8K
8,153
+0%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$203.6K
56,905
+3%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$180.5K
30,020
+1%
减持
CAT
CATERPILLAR INCORPORATED
+$154.4K
3,172
-7%
清仓
YETI
YETI HLDGS INCORPORATED
-$137.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$127.3K
82
-80%
增持
NKE
NIKE INCORPORATED CLASS B
-$122.8K
8,633
+0%
减持
DOCU
DOCUSIGN INCORPORATED
-$107.7K
44
-98%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$93.2K
119,225
+0%
减持
CVX
CHEVRON CORPORATION NEW
+$90.3K
12,223
-1%
增持
INTC
INTEL CORPORATION
-$89.1K
15,017
+0%
增持
WMT
WALMART INCORPORATED
+$80.4K
13,767
+190%
建仓
CNC
CENTENE CORPORATION DEL
+$78.5K
1,000
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$77.2K
2,108
-7%
增持
HD
HOME DEPOT INCORPORATED
+$75.7K
1,937
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$60.2K
8,713
+1%
增持
WM
WASTE MGMT INCORPORATED DEL
+$57.4K
1,654
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$49.4K
995
+0%
清仓
REGN
REGENERON PHARMACEUTICALS
-$48.3K
0
-100%
增持
LOW
LOWES COMPANIES INCORPORATED
+$47.1K
1,414
+0%
增持
PH
PARKER-HANNIFIN CORPORATION
+$47.1K
488
+0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$44.6K
6,419
+1%
增持
CL
COLGATE PALMOLIVE COMPANY
+$44.5K
4,124
+1%
增持
SO
SOUTHERN COMPANY
+$38.3K
16,423
+1%
减持
AMZN
AMAZON COM INCORPORATED
+$37.1K
1,626
-4%
减持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$35.8K
2,329
-13%
增持
MCD
MCDONALDS CORPORATION
-$31.2K
2,439
+1%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$30.6K
1,389
-7%
清仓
ARHS
ARHAUS INCORPORATED COM CLASS A
-$29.7K
0
-100%
增持
C
CITIGROUP INCORPORATED COM NEW
+$29.1K
2,370
+1%
清仓
BA
BOEING COMPANY
-$28.8K
0
-100%
清仓
MPC
MARATHON PETE CORPORATION
-$28.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$24.5K
7,491
-3%
清仓
DINO
HF SINCLAIR CORPORATION
-$23.1K
0
-100%
增持
PSX
PHILLIPS 66
+$22.9K
734
+1%
增持
F
FORD MTR COMPANY DEL
+$22.8K
16,815
+2%
减持
META
META PLATFORMS INCORPORATED CLASS A
+$21.1K
302
-15%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$20.9K
7,692
+0%
清仓
XLK
SPDR TECHNOLOGY SELECT SECTOR FUND
-$18.6K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$18.1K
1,396
+0%
清仓
CMCSA
COMCAST CORPORATION NEW CLASS A
-$16.9K
0
-100%
增持
AXP
AMERICAN EXPRESS COMPANY
+$16.6K
407
+0%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$15.9K
3,015
+0%
增持
MRK
MERCK & COMPANY INCORPORATED
+$14.5K
614
+1%
增持
—
BLACKROCK INCORPORATED
+$13.7K
510
+1%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$13.4K
1,940
-3%
减持
JNJ
JOHNSON & JOHNSON
-$12.8K
7,325
-2%
增持
COP
CONOCOPHILLIPS
+$12.6K
1,054
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
+$12.6K
1,480
+0%
增持
NEM
NEWMONT CORPORATION
-$11.0K
2,096
+1%
清仓
TRP
TC ENERGY CORPORATION
-$11.0K
0
-100%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$10.6K
1,174
+1%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$10.5K
0
-100%
增持
HRI
HERC HLDGS INCORPORATED
+$10.2K
508
+0%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$9.3K
827
+1%
增持
EMR
EMERSON ELEC COMPANY
+$9.1K
552
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$8.6K
859
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$7.6K
2,024
+1%
增持
DCI
DONALDSON INCORPORATED
+$7.5K
784
+0%
增持
PGR
PROGRESSIVE CORPORATION
+$7.3K
151
+1%
减持
SPY
SPDR S&P 500 ETF
+$7.0K
348
-5%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$6.5K
1,955
+2%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$6.5K
1,430
+1%
增持
CLX
CLOROX COMPANY DEL
+$6.2K
533
+1%
增持
ALL
ALLSTATE CORPORATION
+$6.1K
181
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$6.1K
624
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$6.1K
212
+1%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
+$5.7K
4,647
-10%
增持
CSX
CSX CORPORATION
+$5.5K
2,170
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$5.3K
1,737
+0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$5.2K
22,305
+1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$4.9K
3,522
+1%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
-$4.8K
446
+0%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$4.7K
158
+1%
增持
DFUV
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF
+$4.7K
1,231
+0%
增持
DOW
DOW INCORPORATED
+$4.7K
1,245
+1%
增持
DOV
DOVER CORPORATION
+$4.3K
182
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$4.3K
179
+1%
增持
SBUX
STARBUCKS CORPORATION
-$4.2K
1,027
+1%
减持
DFUS
DIMENSIONAL ETF TRUST U S EQUTIY ETF
+$4.1K
836
-0%
增持
FDX
FEDEX CORPORATION
+$4.1K
108
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$4.0K
457
+0%
增持
PEP
PEPSICO INCORPORATED
+$4.0K
618
+1%
减持
DE
DEERE & COMPANY
-$3.9K
3,707
-3%
增持
NTRS
NORTHERN TR CORPORATION
+$3.5K
664
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$3.5K
2,117
+2%
清仓
KKR
KKR & COMPANY INCORPORATED
-$3.5K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
-$3.4K
0
-100%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$3.4K
524
+0%
增持
ABBV
ABBVIE INCORPORATED
+$3.3K
117
+1%
增持
VDE
VANGUARD ENERGY ETF
+$3.2K
206
+0%
增持
HSY
HERSHEY COMPANY
+$2.9K
312
+1%
增持
XLV
SPDR HEALTH CARE SELECT
+$2.9K
244
+0%
减持
V
VISA INCORPORATED COM CLASS A
+$2.9K
349
-4%
增持
MS
MORGAN STANLEY COM NEW
+$2.7K
1,448
+1%
增持
D
DOMINION ENERGY INCORPORATED
+$2.6K
903
+1%
增持
SRE
SEMPRA
-$2.4K
1,048
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$2.3K
256
+1%
增持
FAST
FASTENAL COMPANY
+$2.1K
165
+1%
增持
WFC
WELLS FARGO COMPANY NEW
+$2.0K
226
+0%
清仓
IJR
ISHARES TR CORE S&P SCP ETF
-$1.9K
0
-100%
增持
IJK
ISHARES TR S&P MC 400GR ETF
+$1.9K
153
+1%
增持
RTX
RTX CORPORATION
+$1.8K
126
+1%
减持
T
AT&T INCORPORATED
-$1.7K
1,390
-11%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$1.6K
237
+1%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.5K
325
+0%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$1.3K
258
+0%
增持
BAX
BAXTER INTERNATIONAL INCORPORATED
+$1.3K
302
+1%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$1.1K
1,805
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$1.0K
288
+0%
增持
ENB
ENBRIDGE INCORPORATED
+$1.0K
1,371
+2%
增持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
+$959
8,012
+1%
增持
USB
US BANCORP DEL COM NEW
+$954
497
+1%
增持
PFE
PFIZER INCORPORATED
-$921
1,543
+2%
清仓
PTON
PELOTON INTERACTIVE INCORPORATED CLASS A COM
-$822
0
-100%
增持
SNA
SNAP ON INCORPORATED
+$798
87
+1%
增持
GLW
CORNING INCORPORATED
+$749
271
+1%
增持
PII
POLARIS INCORPORATED
+$741
123
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$723
284
+0%
增持
APOG
APOGEE ENTERPRISES INCORPORATED
+$638
106
+1%
增持
—
SPIRIT AIRLS INCORPORATED
-$602
54
+2%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
-$589
422
+1%
清仓
EFG
ISHARES TR EAFE GRWTH ETF
-$512
0
-100%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$485
709
+1%
