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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 66
减持 32
清仓 49
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$12.3M
236,374
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$11.7M
374,608
+12%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$8.1M
256,382
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。
+6%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$7.1M
650,314
+12%
增持
VTV
VANGUARD VALUE ETF
+$4.5M
245,344
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$2.0M
460,270
+1%
增持
VUG
VANGUARD GROWTH ETF
+$1.4M
105,608
+1%
增持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.3M
152,596
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$1.2M
106,591
+47%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$831.2K
130,292
+6%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$723.3K
225,796
+1%
减持
DIS
DISNEY WALT COMPANY
-$721.2K
1,052
-87%
增持
VO
VANGUARD MID-CAP ETF
+$662.5K
18,423
+6%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$527.7K
91,193
+1%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$490.5K
58,291
+4%
增持
VB
VANGUARD SMALL-CAP ETF
+$462.9K
19,055
+2%
减持
NKE
NIKE INCORPORATED CLASS B
-$458.8K
2,200
-75%
减持
INTC
INTEL CORPORATION
-$325.9K
4,126
-70%
增持
CTAS
CINTAS CORPORATION
+$309.0K
9,917
+301%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$298.5K
1,377
-70%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$297.7K
58,589
+2%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$259.4K
18,086
+101%
增持
QCOM
QUALCOMM INCORPORATED
-$231.3K
8,225
+1%
增持
SO
SOUTHERN COMPANY
+$221.1K
16,705
+1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$213.4K
60,074
+0%
清仓
IEI
ISHARES TR 3 7 YR TREAS BD
-$197.8K
0
-100%
增持
PG
PROCTER AND GAMBLE COMPANY
+$180.5K
19,498
+1%
增持
DE
DEERE & COMPANY
+$169.1K
3,736
+0%
减持
CAT
CATERPILLAR INCORPORATED
+$160.5K
3,122
-2%
清仓
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$151.5K
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$138.7K
22,683
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$135.8K
8,892
+0%
增持
KO
COCA COLA COMPANY
+$127.4K
15,051
+0%
增持
MCD
MCDONALDS CORPORATION
+$126.2K
2,469
+1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$124.8K
30,713
+1%
增持
HD
HOME DEPOT INCORPORATED
+$123.7K
1,962
+1%
减持
CVX
CHEVRON CORPORATION NEW
-$121.4K
12,293
-0%
清仓
IEF
ISHARES TR 7-10 YR TRSY BD
-$119.1K
0
-100%
减持
WMT
WALMART INCORPORATED
+$113.0K
12,384
-5%
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$102.9K
0
-100%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$101.3K
14,195
-1%
减持
JNJ
JOHNSON & JOHNSON
+$95.6K
6,901
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$89.8K
1,751
+0%
增持
—
BLACKROCK INCORPORATED
+$85.9K
516
+1%
减持
AAPL
APPLE INCORPORATED
+$83.7K
3,830
-0%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$71.4K
747
+159%
清仓
SKOR
FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND
-$65.8K
0
-100%
清仓
QUAL
ISHARES TR MSCI USA QLT FCT
-$64.9K
0
-100%
增持
PH
PARKER-HANNIFIN CORPORATION
+$62.6K
491
+0%
清仓
MTUM
ISHARES TR MSCI USA MMENTM
-$62.6K
0
-100%
增持
TGT
TARGET CORPORATION
+$62.4K
7,394
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$57.5K
1,988
-6%
清仓
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$55.1K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$52.5K
1,393
+0%
减持
BAC
BANK AMERICA CORPORATION
-$52.0K
98,434
-1%
清仓
RODM
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF
-$50.4K
0
-100%
增持
ATO
ATMOS ENERGY CORPORATION
+$46.7K
2,050
+1%
清仓
STIP
ISHARES TR 0-5 YR TIPS ETF
-$46.2K
0
-100%
减持
LOW
LOWES COMPANIES INCORPORATED
+$44.2K
1,319
-7%
增持
LLY
ELI LILLY & COMPANY
-$43.5K
2,249
+0%
清仓
—
MEDTRONIC PLC SHS
-$42.0K
0
-100%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$37.9K
2,374
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$35.8K
7,783
+0%
清仓
IQLT
ISHARES TR MSCI INTL QUALTY
-$34.9K
0
-100%
清仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-$33.4K
0
-100%
清仓
USMV
ISHARES TR MSCI USA MIN VOL
-$32.5K
0
-100%
增持
F
FORD MTR COMPANY
-$31.6K
17,186
+1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$31.2K
1,945
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$30.6K
1,000
+0%
增持
CL
COLGATE PALMOLIVE COMPANY
+$30.2K
4,166
+0%
增持
NEM
NEWMONT CORPORATION
+$24.9K
2,119
+0%
减持
COP
CONOCOPHILLIPS
-$23.3K
931
-12%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$23.0K
1,403
+1%
清仓
USVM
VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF
-$22.6K
0
-100%
清仓
VLUE
ISHARES TR MSCI USA VALUE
-$22.3K
0
-100%
减持
SJM
SMUCKER J M COMPANY COM NEW
+$21.3K
1,839
-0%
清仓
—
DUPONT DE NEMOURS INCORPORATED
-$21.2K
0
-100%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$21.1K
1,188
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$19.8K
426
-50%
清仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$19.6K
0
-100%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$18.5K
1,158
+0%
清仓
JPME
JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF
-$17.9K
0
-100%
减持
SBUX
STARBUCKS CORPORATION
+$17.6K
1,007
-3%
减持
AMZN
AMAZON COM INCORPORATED
-$17.2K
1,594
-2%
清仓
SHY
ISHARES TR 1 3 YR TREAS BD
-$17.1K
0
-100%
减持
SHOP
SHOPIFY INCORPORATED CLASS A
+$16.8K
1,550
-5%
增持
AXP
AMERICAN EXPRESS COMPANY
+$16.5K
409
+0%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$15.7K
0
-100%
减持
DOW
DOW INCORPORATED
-$15.7K
938
-26%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$15.5K
2,202
+2%
增持
CLX
CLOROX COMPANY DEL
+$14.9K
541
+1%
增持
HRI
HERC HLDGS INCORPORATED
+$13.8K
513
+0%
清仓
WFC
WELLS FARGO COMPANY NEW
-$13.5K
0
-100%
清仓
—
SHARECARE INCORPORATED COM CLASS A
-$13.5K
0
-100%
减持
PFE
PFIZER INCORPORATED
-$13.5K
1,161
-31%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$13.2K
6,138
-4%
清仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$12.7K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
+$11.7K
1,473
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$11.4K
460
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$11.1K
721
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$10.7K
216
+1%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$10.3K
58
-24%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$9.9K
0
-100%
清仓
ETR
ENTERGY CORPORATION NEW
-$9.2K
0
-100%
清仓
EIX
EDISON INTERNATIONAL
-$9.2K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$9.1K
872
+1%
清仓
—
KELLANOVA
-$9.0K
0
-100%
增持
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$8.8K
1,500
+1%
减持
GD
GENERAL DYNAMICS CORPORATION
-$8.8K
144
-20%
增持
SRE
SEMPRA
+$8.7K
1,066
+1%
清仓
CVS
CVS HEALTH CORPORATION
-$8.7K
0
-100%
清仓
CAG
CONAGRA BRANDS INCORPORATED
-$8.7K
0
-100%
建仓
CMCSA
COMCAST CORPORATION NEW CLASS A
+$8.5K
203
减持
VTRS
VIATRIS INCORPORATED
-$8.4K
34
-96%
清仓
GIS
GENERAL MLS INCORPORATED
-$8.4K
0
-100%
增持
WM
WASTE MGMT INCORPORATED DEL
-$8.3K
1,666
+0%
清仓
RIVN
RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A
-$8.1K
0
-100%
减持
MSFT
MICROSOFT CORPORATION
-$8.0K
190
-5%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$7.9K
1,446
+1%
增持
ENB
ENBRIDGE INCORPORATED
+$7.8K
1,412
+1%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$7.6K
6,576
+1%
清仓
KHC
KRAFT HEINZ COMPANY
-$7.3K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$7.1K
0
-100%
清仓
VST
VISTRA CORPORATION
-$7.0K
0
-100%
减持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$6.9K
2,518
-17%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$6.8K
60
-50%
减持
UNP
UNION PAC CORPORATION
-$6.8K
845
-11%
清仓
MBC
MASTERBRAND INCORPORATED COMMON STOCK
-$6.6K
0
-100%
增持
PSX
PHILLIPS 66
-$6.4K
746
+1%
清仓
HPQ
HP INCORPORATED
-$6.3K
0
-100%
清仓
MMM
3M COMPANY
-$6.2K
0
-100%
建仓
FELV
Fidelity Enhanced Large Cap Value ETF
+$6.1K
196
清仓
PRU
PRUDENTIAL FINL INCORPORATED
-$6.0K
0
-100%
增持
MRK
MERCK & COMPANY INCORPORATED
-$5.9K
621
+1%
清仓
HAS
HASBRO INCORPORATED
-$5.8K
0
-100%
清仓
TFC
TRUIST FINL CORPORATION
-$5.8K
0
-100%
清仓
FE
FIRSTENERGY CORPORATION
-$5.7K
0
-100%
清仓
DTE
DTE ENERGY COMPANY
-$5.7K
0
-100%
增持
ALL
ALLSTATE CORPORATION
+$5.7K
183
+1%
清仓
CFG
CITIZENS FINL GROUP INCORPORATED
-$5.7K
0
-100%
清仓
BBY
BEST BUY INCORPORATED
-$5.6K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$5.5K
0
-100%
清仓
RF
REGIONS FINANCIAL CORPORATION NEW
-$5.4K
0
-100%
增持
C
CITIGROUP INCORPORATED COM NEW
-$5.1K
10,518
+1%
减持
D
DOMINION ENERGY INCORPORATED
+$5.1K
926
-6%
减持
XLE
SPDR ENERGY SELECT SECTOR FUND
-$5.1K
807
-3%
建仓
TPB
TURNING PT BRANDS INCORPORATED
+$5.0K
116
清仓
CMA
COMERICA INCORPORATED
-$5.0K
0
-100%
清仓
—
INVESCO LIMITED SHS
-$4.9K
0
-100%
减持
—
EATON CORPORATION PLC SHS
+$4.7K
514
-3%
