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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 148 项
建仓 8
增持 108
减持 28
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
+$8.6M
247,411
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$8.0M
400,993
+7%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$4.3M
265,422
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。
+4%
增持
VUG
VANGUARD GROWTH ETF
+$3.1M
106,388
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.4M
1,409,140
+206%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$1.2M
82,611
-9%
建仓
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$916.7K
9,144
减持
LLY
ELI LILLY & COMPANY
-$805.0K
1,538
-32%
增持
TSLA
TESLA INCORPORATED
+$573.8K
3,034
+22%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$537.3K
472,833
+109%
建仓
BLK
BLACKROCK INCORPORATED
+$531.7K
519
清仓
—
BLACKROCK INCORPORATED
-$490.1K
0
-100%
减持
WSM
WILLIAMS SONOMA INCORPORATED
-$484.2K
12,516
-31%
增持
BAC
BANK AMERICA CORPORATION
+$443.3K
98,957
+1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$437.3K
240,253
+300%
减持
PG
PROCTER AND GAMBLE COMPANY
-$395.0K
17,787
-9%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$391.4K
152,080
-0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$377.7K
708,019
+9%
增持
VTV
VANGUARD VALUE ETF
+$343.2K
255,009
+4%
减持
PANW
PALO ALTO NETWORKS INCORPORATED
-$277.9K
1,572
-5%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$270.2K
101,902
+232%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$250.9K
183,845
+215%
增持
CTAS
CINTAS CORPORATION
-$226.5K
9,935
+0%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$226.5K
13,432
-5%
减持
CVX
CHEVRON CORPORATION NEW
-$222.9K
10,960
-11%
建仓
RUM
RUMBLE INCORPORATED COM CLASS A
+$212.3K
16,322
减持
HD
HOME DEPOT INCORPORATED
-$199.5K
1,531
-22%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
-$167.3K
14,155
+2%
减持
WM
WASTE MGMT INCORPORATED DEL
-$166.6K
889
-47%
减持
DE
DEERE & COMPANY
-$164.1K
3,293
-12%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$153.3K
111,039
+4%
减持
NKE
NIKE INCORPORATED CLASS B
-$149.6K
594
-73%
清仓
EL
LAUDER ESTEE COMPANIES INCORPORATED CLASS A
-$149.5K
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$145.2K
22,844
+1%
增持
TGT
TARGET CORPORATION
-$144.8K
7,455
+1%
增持
—
EXXON MOBIL CORPORATION
-$141.5K
16,387
+1%
增持
KO
COCA COLA COMPANY
-$130.9K
15,268
+1%
减持
JNJ
JOHNSON & JOHNSON
-$130.5K
6,830
-1%
增持
QCOM
QUALCOMM INCORPORATED
-$128.4K
8,269
+1%
减持
AAPL
APPLE INCORPORATED
-$127.7K
3,054
-20%
增持
SO
SOUTHERN COMPANY
-$119.8K
16,844
+1%
减持
CAT
CATERPILLAR INCORPORATED
-$113.5K
3,053
-2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$92.2K
120,247
+105%
增持
VB
VANGUARD SMALL-CAP ETF
+$89.2K
19,183
+1%
增持
C
CITIGROUP INCORPORATED COM NEW
+$87.9K
10,604
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$82.6K
8,964
+1%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$76.0K
4,992
-19%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$59.5K
713
-48%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$58.1K
142,884
+10%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$56.8K
6,660
+1%
减持
INTC
INTEL CORPORATION
-$55.3K
2,068
-50%
增持
CL
COLGATE PALMOLIVE COMPANY
-$51.7K
4,189
+1%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$47.8K
90
-43%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$46.0K
1,947
+0%
减持
MS
MORGAN STANLEY COM NEW
-$38.1K
919
-38%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
-$36.2K
7,910
+2%
增持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
-$35.8K
1,696
+1%
增持
NEM
NEWMONT CORPORATION
-$33.9K
2,133
+1%
增持
MCD
MCDONALDS CORPORATION
-$31.8K
2,483
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
-$30.3K
1,325
+0%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$27.8K
2,529
+0%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$27.1K
1,159
+0%
增持
URI
UNITED RENTALS INCORPORATED
-$26.5K
256
+0%
建仓
BITB
BITWISE BITCOIN ETF TRUST
+$25.4K
500
增持
VO
VANGUARD MID-CAP ETF
+$25.3K
18,498
+0%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$25.0K
1,194
+1%
增持
NVDA
NVIDIA CORPORATION
+$23.5K
428
+53%
增持
AMGN
AMGEN INCORPORATED
-$20.9K
355
+1%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
+$20.1K
1,370
-2%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$18.3K
1,856
+1%
增持
HRI
HERC HLDGS INCORPORATED
+$15.7K
515
+0%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$15.5K
2,396
+1%
建仓
MET
METLIFE INCORPORATED
+$15.0K
183
增持
V
VISA INCORPORATED COM CLASS A
+$14.6K
351
+0%
增持
UNP
UNION PAC CORPORATION
-$14.5K
850
+1%
增持
DOW
DOW INCORPORATED
-$13.0K
954
+2%
清仓
GLW
CORNING INCORPORATED
-$12.4K
0
-100%
增持
PSX
PHILLIPS 66
-$12.3K
753
+1%
建仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$11.8K
244
减持
IVV
ISHARES TR CORE S&P500 ETF
+$10.4K
997
-0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
-$10.2K
728
+1%
减持
AXP
AMERICAN EXPRESS COMPANY
-$10.0K
340
-17%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$9.7K
462
+0%
增持
F
FORD MTR COMPANY
-$9.4K
17,381
+1%
增持
EMR
EMERSON ELEC COMPANY
+$8.4K
560
+0%
增持
MRK
MERCK & COMPANY INCORPORATED
-$8.3K
625
+1%
减持
SHOP
SHOPIFY INCORPORATED CLASS A
+$7.6K
1,240
-20%
增持
QQQ
INVESCO QQQ TR
+$7.5K
89
+16%
增持
AMAT
APPLIED MATLS INCORPORATED
-$7.1K
182
+1%
增持
HSY
HERSHEY COMPANY
-$6.7K
319
+1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$6.3K
3,641
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$6.0K
626
+0%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$6.0K
218
增持
SBUX
STARBUCKS CORPORATION
-$5.7K
1,013
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$5.6K
2,060
+2%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$5.4K
531
+0%
增持
GD
GENERAL DYNAMICS CORPORATION
-$5.4K
145
+1%
减持
AMZN
AMAZON COM INCORPORATED
-$5.2K
1,330
-17%
增持
COP
CONOCOPHILLIPS
-$5.1K
937
+1%
增持
SRE
SEMPRA
+$5.1K
1,074
+1%
增持
SPY
SPDR S&P 500 ETF
+$4.9K
350
+0%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$4.9K
2,238
+2%
增持
DCI
DONALDSON INCORPORATED
-$4.8K
793
+0%
增持
CSX
CSX CORPORATION
-$4.7K
2,194
+0%
增持
SNA
SNAP ON INCORPORATED
+$4.6K
89
+1%
增持
XLV
SPDR HEALTH CARE SELECT
-$3.9K
247
+0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$3.4K
399
-6%
增持
ENB
ENBRIDGE INCORPORATED
+$3.3K
1,430
+1%
增持
D
DOMINION ENERGY INCORPORATED
-$3.0K
937
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$2.9K
2,063
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
+$2.8K
492
+0%
增持
ES
EVERSOURCE ENERGY
-$2.8K
284
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$2.6K
263
+1%
增持
PFE
PFIZER INCORPORATED
-$2.3K
1,180
+2%
减持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
-$1.8K
372
-7%
增持
NTRS
NORTHERN TR CORPORATION
+$1.8K
135
+1%
增持
EXPD
EXPEDITORS INTERNATIONAL WASH INCORPORATED
-$1.6K
83
+1%
增持
EFA
ISHARES TR MSCI EAFE ETF
-$1.6K
236
+1%
增持
ABBV
ABBVIE INCORPORATED
-$1.6K
90
+1%
增持
T
AT&T INCORPORATED
+$1.5K
1,450
+1%
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
+$1.4K
820
+0%
增持
DGRO
ISHARES TR CORE DIV GRWTH
-$1.4K
1,455
+1%
增持
USB
US BANCORP DEL COM NEW
+$1.3K
514
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
-$1.3K
752
+1%
增持
XLE
SPDR ENERGY SELECT SECTOR FUND
-$1.2K
814
+1%
减持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
-$1.0K
306
-3%
增持
VICI
VICI PPTYS INCORPORATED REIT
-$866
236
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$804
205
+1%
增持
ALL
ALLSTATE CORPORATION
+$748
184
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$748
1,416
+1%
增持
DFUV
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF
-$725
1,217
+0%
增持
DEO
DIAGEO PLC SPON ADR NEW
-$653
61
+2%
增持
—
EATON CORPORATION PLC SHS
+$653
516
+0%
增持
RTX
RTX CORPORATION
-$613
128
+1%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
-$485
263
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$484
1,759
+0%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$428
241
+1%
增持
CLX
CLOROX COMPANY DEL
+$379
545
+1%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
+$356
436
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$310
879
+1%
建仓
PSQH
PSQ HOLDINGS INCORPORATED CLASS A
+$227
50
增持
VDE
VANGUARD ENERGY ETF
+$187
212
+2%
增持
IJK
ISHARES TR S&P MC 400GR ETF
-$121
154
+1%
增持
EEM
ISHARES TR MSCI EMG MKT ETF
-$103
32
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$71
217
+0%
增持
FELV
Fidelity Enhanced Large Cap Value ETF
-$68
197
+1%
增持
VIOO
VANGUARD S&P SMALL-CAP 600 ETF
-$36
63
+2%
清仓
TWLO
TWILIO INCORPORATED CLASS A
+$0
0
