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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 52
增持 77
减持 17
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$6.3M
224,886
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$3.2M
241,087
+2%
减持
VUG
VANGUARD GROWTH ETF
+$3.1M
104,799
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。
-0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.5M
581,100
+4%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$1.2M
334,799
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$984.4K
454,944
-0%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$795.6K
150,394
+2%
减持
VTV
VANGUARD VALUE ETF
-$697.8K
238,923
-0%
增持
C
CITIGROUP INCORPORATED COM NEW
+$513.7K
10,457
+341%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$423.2K
123,474
+4%
清仓
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
-$390.8K
0
-100%
清仓
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
-$386.3K
0
-100%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$347.1K
59,947
-13%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$305.3K
9,004
+0%
增持
LLY
ELI LILLY & COMPANY
+$289.2K
2,248
+0%
增持
QCOM
QUALCOMM INCORPORATED
+$249.7K
8,184
+0%
减持
INTC
INTEL CORPORATION
-$240.6K
13,650
-9%
增持
BAC
BANK AMERICA CORPORATION
+$230.9K
99,519
+1%
减持
JPM
JPMORGAN CHASE & COMPANY.
-$209.2K
14,298
-8%
增持
TGT
TARGET CORPORATION
-$201.0K
7,363
+1%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$200.4K
55,929
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$198.1K
18,607
-0%
建仓
IEI
ISHARES TR 3 7 YR TREAS BD
+$197.8K
1,713
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$175.4K
90,226
+3%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$164.8K
1,391
+0%
增持
NKE
NIKE INCORPORATED CLASS B
-$158.1K
8,668
+0%
建仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
+$151.5K
6,037
减持
JNJ
JOHNSON & JOHNSON
-$135.9K
6,997
-4%
减持
VO
VANGUARD MID-CAP ETF
-$134.8K
17,341
-0%
增持
DE
DEERE & COMPANY
-$132.6K
3,721
+0%
减持
AAPL
APPLE INCORPORATED
+$127.2K
3,840
-3%
建仓
IEF
ISHARES TR 7-10 YR TRSY BD
+$119.1K
1,272
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$111.5K
222,839
+0%
增持
SO
SOUTHERN COMPANY
+$107.2K
16,571
+1%
建仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$102.9K
3,565
增持
CAT
CATERPILLAR INCORPORATED
-$101.8K
3,184
+0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$85.4K
30,510
+2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$82.4K
57,315
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$72.9K
1,744
+0%
增持
HD
HOME DEPOT INCORPORATED
-$71.9K
1,950
+1%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$69.7K
1,488
+1%
建仓
SKOR
FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND
+$65.8K
1,387
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$65.0K
6,496
+1%
建仓
QUAL
ISHARES TR MSCI USA QLT FCT
+$64.9K
380
建仓
MTUM
ISHARES TR MSCI USA MMENTM
+$62.6K
321
增持
MCD
MCDONALDS CORPORATION
-$62.0K
2,455
+1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$61.0K
1,942
+0%
减持
WMT
WALMART INCORPORATED
+$58.7K
13,100
-5%
建仓
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$55.1K
1,946
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$51.9K
6,364
-15%
建仓
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
+$50.4K
1,826
减持
NTRS
NORTHERN TR CORPORATION
-$47.9K
132
-80%
增持
KO
COCA COLA COMPANY
+$47.5K
14,991
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
-$47.0K
1,421
+0%
建仓
STIP
ISHARES TR 0-5 YR TIPS ETF
+$46.2K
464
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$44.8K
22,490
+1%
减持
PG
PROCTER AND GAMBLE COMPANY
+$43.8K
19,382
-0%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
-$43.6K
1,685
+1%
建仓
—
MEDTRONIC PLC SHS
+$42.0K
533
增持
IVW
ISHARES TR S&P 500 GRWT ETF
+$38.0K
4,651
+0%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$36.2K
1,156
+0%
增持
CTAS
CINTAS CORPORATION
+$36.1K
2,474
+0%
建仓
IQLT
ISHARES TR MSCI INTL QUALTY
+$34.9K
894
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$33.4K
546
建仓
USMV
ISHARES TR MSCI USA MIN VOL
+$32.5K
387
增持
CL
COLGATE PALMOLIVE COMPANY
+$31.0K
4,146
+1%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$30.2K
76
+192%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$28.5K
8,887
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$28.1K
856
+201%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$25.8K
1,847
+2%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$24.9K
3,028
+0%
增持
PH
PARKER-HANNIFIN CORPORATION
-$23.6K
490
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$23.0K
998
+0%
建仓
USVM
VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF
+$22.6K
291
建仓
VLUE
ISHARES TR MSCI USA VALUE
+$22.3K
216
减持
META
META PLATFORMS INCORPORATED CLASS A
-$21.5K
249
-18%
增持
—
BLACKROCK INCORPORATED
-$21.0K
513
+1%
减持
—
EATON CORPORATION PLC SHS
-$20.4K
529
-11%
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$19.6K
250
增持
URI
UNITED RENTALS INCORPORATED
-$18.5K
255
+0%
建仓
JPME
JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
+$17.9K
188
增持
HRI
HERC HLDGS INCORPORATED
-$17.4K
511
+1%
建仓
SHY
ISHARES TR 1 3 YR TREAS BD
+$17.1K
210
增持
UNP
UNION PAC CORPORATION
-$16.1K
950
+1%
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$15.7K
418
增持
PSX
PHILLIPS 66
-$15.4K
740
+1%
清仓
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$14.5K
0
-100%
增持
SBUX
STARBUCKS CORPORATION
-$13.3K
1,035
+1%
增持
NEM
NEWMONT CORPORATION
+$13.2K
2,109
+1%
增持
COP
CONOCOPHILLIPS
-$12.8K
1,061
+1%
建仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$12.7K
195
建仓
IJH
ISHARES TR CORE S&P MCP ETF
+$12.3K
211
清仓
PII
POLARIS INCORPORATED
-$12.3K
0
-100%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$10.7K
13,822
+2%
增持
AMGN
AMGEN INCORPORATED
+$10.6K
350
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$10.5K
2,353
+1%
增持
F
FORD MTR COMPANY DEL
-$10.2K
16,993
+1%
减持
BAX
BAXTER INTERNATIONAL INCORPORATED
-$10.1K
84
-72%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$9.9K
118
增持
NVDA
NVIDIA CORPORATION
+$9.3K
280
+900%
建仓
ETR
ENTERGY CORPORATION NEW
+$9.2K
86
建仓
EIX
EDISON INTERNATIONAL
+$9.2K
128
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$9.1K
1,181
+1%
建仓
—
KELLANOVA
+$9.0K
156
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$8.9K
459
+0%
建仓
CVS
CVS HEALTH CORPORATION
+$8.7K
147
建仓
CAG
CONAGRA BRANDS INCORPORATED
+$8.7K
305
增持
T
AT&T INCORPORATED
+$8.6K
1,728
+24%
建仓
GIS
GENERAL MLS INCORPORATED
+$8.4K
133
增持
CLX
CLOROX COMPANY DEL
-$8.2K
537
+1%
增持
VTRS
VIATRIS INCORPORATED
+$8.2K
830
+1527%
增持
SPY
SPDR S&P 500 ETF
+$8.0K
349
+0%
增持
CSX
CSX CORPORATION
-$7.6K
2,178
+0%
建仓
KHC
KRAFT HEINZ COMPANY
+$7.3K
228
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$7.1K
171
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$7.0K
2,164
+2%
建仓
VST
VISTRA CORPORATION
+$7.0K
81
建仓
HPQ
HP INCORPORATED
+$6.3K
180
建仓
MMM
3M COMPANY
+$6.2K
61
增持
KMB
KIMBERLY-CLARK CORPORATION
+$6.2K
285
+11%
建仓
PRU
PRUDENTIAL FINL INCORPORATED
+$6.0K
51
建仓
HAS
HASBRO INCORPORATED
+$5.8K
100
建仓
TFC
TRUIST FINL CORPORATION
+$5.8K
150
建仓
FE
FIRSTENERGY CORPORATION
+$5.7K
148
建仓
DTE
DTE ENERGY COMPANY
+$5.7K
51
建仓
CFG
CITIZENS FINL GROUP INCORPORATED
+$5.7K
157
建仓
BBY
BEST BUY INCORPORATED
+$5.6K
67
增持
MS
MORGAN STANLEY COM NEW
+$5.6K
1,460
+1%
建仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$5.5K
57
增持
AMAT
APPLIED MATLS INCORPORATED
+$5.4K
181
+1%
建仓
RF
REGIONS FINANCIAL CORPORATION NEW
+$5.4K
270
增持
MSFT
MICROSOFT CORPORATION
+$5.4K
201
+1%
增持
DOW
DOW INCORPORATED
-$5.3K
1,261
+1%
增持
VICI
VICI PPTYS INCORPORATED REIT
+$5.2K
419
+85%
增持
SRE
SEMPRA
+$5.2K
1,057
+1%
建仓
CMA
COMERICA INCORPORATED
+$5.0K
98
建仓
—
INVESCO LIMITED SHS
+$4.9K
327
增持
ELV
ELEVANCE HEALTH INCORPORATED
+$4.6K
38
+23%
增持
MRK
MERCK & COMPANY INCORPORATED
-$4.5K
617
+0%
建仓
BEN
FRANKLIN RESOURCES INCORPORATED
+$4.5K
203
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$4.5K
526
+0%
建仓
—
SELECT MED HLDGS CORPORATION
+$4.3K
124
增持
PFE
PFIZER INCORPORATED
+$4.3K
1,683
+9%
增持
D
DOMINION ENERGY INCORPORATED
+$4.0K
987
+9%
建仓
UHS
UNIVERSAL HLTH SVCS INCORPORATED CLASS B
+$3.9K
21
建仓
—
BUNGE GLOBAL SA COM SHS
+$3.8K
36
建仓
NI
NISOURCE INCORPORATED
+$3.7K
130
增持
CVX
CHEVRON CORPORATION NEW
+$3.7K
12,350
+1%
建仓
CNP
CENTERPOINT ENERGY INCORPORATED
+$3.7K
119
建仓
CALM
CAL MAINE FOODS INCORPORATED COM NEW
+$3.7K
60
