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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
增持 111
减持 30
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD GROWTH ETF
-$7.1M
98,569
-7%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$5.4M
411,004
+2%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$4.2M
84,561
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。
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$3.9M
734,574
+4%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$3.9M
47,468
+419%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$3.8M
1,305,567
-7%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$3.5M
252,563
+2%
减持
VTV
VANGUARD VALUE ETF
-$2.0M
238,589
-6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.8M
273,361
+3%
减持
ITOT
ISHARES TR CORE S&P TTL STK
-$1.6M
147,484
-3%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$680.3K
240,239
-0%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$508.9K
110,997
-8%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$421.0K
178,374
-3%
增持
TSLA
TESLA INCORPORATED
-$387.1K
3,234
+7%
增持
VB
VANGUARD SMALL-CAP ETF
-$345.3K
19,229
+0%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$333.6K
12,550
+0%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$275.8K
456,176
-4%
增持
CVX
CHEVRON CORPORATION NEW
+$265.5K
11,076
+1%
减持
CAT
CATERPILLAR INCORPORATED
-$234.0K
2,649
-13%
增持
CTAS
CINTAS CORPORATION
+$231.0K
9,956
+0%
减持
BAC
BANK AMERICA CORPORATION
-$227.7K
98,764
-0%
增持
TGT
TARGET CORPORATION
-$222.7K
7,523
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$214.7K
143,776
+1%
增持
—
EXXON MOBIL CORPORATION
+$203.7K
16,535
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$183.6K
9,028
+1%
增持
SO
SOUTHERN COMPANY
+$174.7K
16,981
+1%
减持
AMZN
AMAZON COM INCORPORATED
-$173.8K
620
-53%
减持
CL
COLGATE PALMOLIVE COMPANY
-$138.0K
2,592
-38%
清仓
SHOP
SHOPIFY INCORPORATED CLASS A
-$131.8K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$116.6K
1,911
-4%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$101.9K
110,949
-0%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$97.2K
6,751
+1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$94.2K
103,066
+1%
增持
VO
VANGUARD MID-CAP ETF
-$89.2K
18,547
+0%
减持
JNJ
JOHNSON & JOHNSON
+$88.3K
6,489
-5%
增持
AAPL
APPLE INCORPORATED
-$85.7K
3,057
+0%
增持
LLY
ELI LILLY & COMPANY
+$85.1K
1,540
+0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$67.8K
1,765
+0%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$67.1K
1,949
+0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$66.6K
22,994
+1%
增持
MCD
MCDONALDS CORPORATION
+$60.4K
2,498
+1%
减持
PG
PROCTER AND GAMBLE COMPANY
+$47.9K
17,779
-0%
减持
IVW
ISHARES TR S&P 500 GRWT ETF
-$44.8K
297
-58%
减持
DE
DEERE & COMPANY
+$44.0K
3,067
-7%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$42.6K
13,299
-1%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$39.4K
1,160
+0%
增持
BLK
BLACKROCK INCORPORATED
-$38.1K
522
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$33.5K
2,075
+1%
增持
HD
HOME DEPOT INCORPORATED
-$30.9K
1,540
+1%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$30.7K
5,078
+2%
增持
—
EATON CORPORATION PLC SHS
-$30.4K
518
+0%
增持
WMT
WALMART INCORPORATED
-$29.2K
12,412
+0%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$28.5K
1,201
+1%
增持
HRI
HERC HLDGS INCORPORATED
-$28.0K
518
+1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$27.2K
7,934
+0%
增持
WM
WASTE MGMT INCORPORATED DEL
+$27.2K
892
+0%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$27.0K
78,655
-5%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$25.5K
1,000
+0%
增持
NEM
NEWMONT CORPORATION
+$24.1K
2,144
+1%
增持
URI
UNITED RENTALS INCORPORATED
-$19.4K
257
+0%
增持
AMGN
AMGEN INCORPORATED
+$18.9K
358
+1%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$17.5K
1,874
+1%
增持
SRE
SEMPRA
-$17.0K
1,082
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
-$16.6K
1,331
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$16.2K
733
+1%
清仓
MRSH
MARSH & MCLENNAN COMPANIES INCORPORATED
-$16.1K
0
-100%
减持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$14.9K
2,239
-7%
增持
PH
PARKER-HANNIFIN CORPORATION
-$13.1K
494
+0%
增持
DIS
DISNEY WALT COMPANY
-$12.8K
1,057
+0%
减持
NVDA
NVIDIA CORPORATION
-$12.4K
416
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$12.0K
140
-65%
清仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$11.8K
0
-100%
增持
C
CITIGROUP INCORPORATED COM NEW
+$11.7K
10,678
+1%
减持
QQQ
INVESCO QQQ TR
-$10.3K
75
-16%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$10.2K
1,316
-4%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
-$9.9K
448
+0%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$9.7K
2,544
+1%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$9.5K
14,435
+2%
增持
AXP
AMERICAN EXPRESS COMPANY
-$9.2K
341
+0%
增持
SPY
SPDR S&P 500 ETF
-$8.7K
351
+0%
增持
MSFT
MICROSOFT CORPORATION
-$8.6K
191
+1%
增持
T
AT&T INCORPORATED
+$8.5K
1,467
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
-$8.3K
755
+0%
增持
UNP
UNION PAC CORPORATION
+$8.1K
855
+1%
增持
PSX
PHILLIPS 66
+$8.1K
760
+1%
增持
EMR
EMERSON ELEC COMPANY
-$7.7K
562
+0%
增持
CLX
CLOROX COMPANY DEL
-$7.6K
550
+1%
增持
MS
MORGAN STANLEY COM NEW
-$7.6K
925
+1%
增持
SBUX
STARBUCKS CORPORATION
+$7.5K
1,018
+0%
增持
PGR
PROGRESSIVE CORPORATION
+$7.4K
154
+2%
增持
NKE
NIKE INCORPORATED CLASS B
-$7.0K
597
+1%
清仓
TPB
TURNING PT BRANDS INCORPORATED
-$7.0K
0
-100%
增持
F
FORD MTR COMPANY
+$7.0K
17,851
+3%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$6.8K
2,092
+2%
增持
QCOM
QUALCOMM INCORPORATED
+$6.8K
8,313
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$6.6K
219
+1%
增持
WSC
WILLSCOT HLDGS CORPORATION COM CLASS A
-$6.4K
1,146
+0%
增持
COP
CONOCOPHILLIPS
+$6.3K
945
+1%
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$6.0K
0
-100%
增持
CSX
CSX CORPORATION
-$5.9K
2,204
+0%
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$5.7K
627
+0%
增持
MRK
MERCK & COMPANY INCORPORATED
-$5.6K
630
+1%
减持
DFUV
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF
-$5.4K
1,076
-12%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$5.1K
57
-2%
减持
XLE
SPDR ENERGY SELECT SECTOR FUND
+$5.0K
799
-2%
增持
DOW
DOW INCORPORATED
-$4.3K
972
+2%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$4.1K
3,676
+1%
增持
FDX
FEDEX CORPORATION
-$4.0K
110
+1%
增持
ENB
ENBRIDGE INCORPORATED
+$3.5K
1,449
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$3.3K
464
+0%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$3.3K
266
+1%
增持
ALL
ALLSTATE CORPORATION
+$2.8K
185
+1%
增持
D
DOMINION ENERGY INCORPORATED
+$2.7K
949
+1%
增持
USB
US BANCORP DEL COM NEW
-$2.7K
519
+1%
增持
APOG
APOGEE ENTERPRISES INCORPORATED
-$2.7K
108
+1%
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
-$2.6K
822
+0%
增持
RGLD
ROYAL GOLD INCORPORATED
+$2.2K
70
+1%
增持
XLV
SPDR HEALTH CARE SELECT
+$2.2K
248
+0%
增持
RTX
RTX CORPORATION
+$2.2K
129
+1%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$2.1K
535
+1%
增持
DOV
DOVER CORPORATION
-$2.1K
184
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$2.1K
2,280
+2%
增持
VDE
VANGUARD ENERGY ETF
+$2.0K
213
+0%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.9K
884
+1%
增持
DFAS
DIMENSIONAL ETF TRUST U S SM CAP ETF
-$1.9K
373
+0%
增持
RPG
INVESCO S&P 500 PURE GROWTH ETF
-$1.7K
570
+0%
增持
ES
EVERSOURCE ENERGY
+$1.5K
287
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$1.5K
146
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.3K
1,422
+0%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
-$1.1K
440
+1%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.1K
1,462
+0%
增持
FAST
FASTENAL COMPANY
+$1.0K
168
+1%
增持
HSY
HERSHEY COMPANY
+$972
321
+1%
增持
VICI
VICI PPTYS INCORPORATED REIT
+$922
240
+2%
增持
PFE
PFIZER INCORPORATED
-$915
1,199
+2%
增持
SCHW
SCHWAB CHARLES CORPORATION
+$872
193
+1%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$680
53
+2%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$676
242
+0%
增持
IJH
ISHARES TR CORE S&P MCP ETF
-$575
152
+1%
减持
DOCU
DOCUSIGN INCORPORATED
-$448
42
-2%
增持
NTRS
NORTHERN TR CORPORATION
-$422
136
+1%
增持
PEP
PEPSICO INCORPORATED
+$385
642
+2%
清仓
—
APTOSE BIOSCIENCES INCORPORATED
-$274
0
-100%
清仓
PSQH
PSQ HOLDINGS INCORPORATED CLASS A
-$227
0
-100%
减持
EFA
ISHARES TR MSCI EAFE ETF
-$189
216
-8%
增持
MET
METLIFE INCORPORATED
-$189
184
+1%
增持
TJX
TJX COMPANIES INCORPORATED NEW
+$159
117
+1%
建仓
—
APTOSE BIOSCIENCES INCORPORATED COM NEW
+$126
40
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$96
264
+0%
增持
FELV
Fidelity Enhanced Large Cap Value ETF
+$81
198
+1%
