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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 115
减持 24
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$71.8M
354,949
+41%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$50.0M
411,678
+51%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$43.1M
591,032
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。
+44%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$31.7M
1,118,929
+52%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$26.2M
620,673
+634%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$26.1M
305,954
+545%
增持
VUG
VANGUARD GROWTH ETF
+$25.4M
141,219
+43%
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$24.3M
405,898
增持
VTV
VANGUARD VALUE ETF
+$19.3M
342,437
+44%
建仓
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$19.1M
339,624
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$8.1M
61,794
+6890%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$8.1M
40,834
+2772%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$6.3M
258,850
+80%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$2.4M
1,279,519
-2%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$1.8M
146,884
-0%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.0M
240,473
+0%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$760.4K
442,695
-3%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$727.2K
80,430
+2%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$554.2K
124,698
+12%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$392.5K
180,601
+1%
减持
VO
VANGUARD MID-CAP ETF
+$367.4K
18,454
-1%
减持
CVX
CHEVRON CORPORATION NEW
-$335.6K
10,597
-4%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$291.3K
111,154
+0%
减持
VB
VANGUARD SMALL-CAP ETF
+$267.0K
19,120
-1%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$261.7K
12,156
-9%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$260.3K
104,041
+1%
增持
SNA
SNAP ON INCORPORATED
+$259.4K
930
+945%
减持
PG
PROCTER AND GAMBLE COMPANY
-$219.0K
17,644
-1%
减持
LVMUY
LVMH MOET HENNESSY LOU VUITTON ADR
-$204.5K
48
-97%
增持
AAPL
APPLE INCORPORATED
+$200.5K
4,287
+40%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$188.3K
23,165
+1%
减持
BAC
BANK AMERICA CORPORATION
+$187.2K
91,053
-8%
增持
CTAS
CINTAS CORPORATION
+$176.5K
9,973
+0%
增持
—
EXXON MOBIL CORPORATION
-$167.2K
16,691
+1%
增持
CAT
CATERPILLAR INCORPORATED
+$158.8K
2,660
+0%
增持
C
CITIGROUP INCORPORATED COM NEW
+$157.8K
10,759
+1%
增持
DE
DEERE & COMPANY
+$124.8K
3,076
+0%
建仓
ACTU
ACTUATE THERAPEUTICS INCORPORATED
+$116.3K
19,028
清仓
RUM
RUMBLE INCORPORATED COM CLASS A
-$115.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$114.7K
6,294
-3%
减持
WMT
WALMART INCORPORATED
-$93.2K
10,190
-18%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$74.7K
12,603
+0%
增持
LLY
ELI LILLY & COMPANY
-$69.1K
1,543
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$60.9K
1,003
+0%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$59.8K
1,318
+0%
增持
BLK
BLACKROCK INCORPORATED
+$56.5K
524
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$55.9K
7,992
+1%
增持
QCOM
QUALCOMM INCORPORATED
+$54.5K
8,361
+1%
建仓
ATOM
ATOMERA INCORPORATED
+$52.9K
10,500
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$49.8K
6,864
+2%
增持
MCD
MCDONALDS CORPORATION
-$46.2K
2,513
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
+$45.7K
495
+0%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$42.5K
1,951
+0%
增持
EMBJ
EMBRAER S.A. SPONSORED ADS
+$40.4K
3,754
+0%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$36.1K
1,892
+1%
增持
TGT
TARGET CORPORATION
-$34.1K
7,612
+1%
建仓
RNTX
REIN THERAPEUTICS INCORPORATED COM NEW
+$31.3K
22,389
减持
—
EATON CORPORATION PLC SHS
+$29.7K
477
-8%
减持
INTC
INTEL CORPORATION
-$29.4K
784
-62%
减持
KO
COCA COLA COMPANY
-$26.6K
15,080
-1%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$24.8K
1,162
+0%
增持
MS
MORGAN STANLEY COM NEW
+$23.3K
932
+1%
清仓
BITB
BITWISE BITCOIN ETF TRUST
-$22.4K
0
-100%
减持
MSFT
MICROSOFT CORPORATION
+$22.4K
189
-1%
增持
NEM
NEWMONT CORPORATION
+$21.9K
2,153
+0%
增持
SPY
SPDR S&P 500 ETF
+$21.2K
353
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$20.8K
1,773
+0%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$18.9K
91
+1%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$17.4K
2,561
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$17.3K
342
+0%
增持
F
FORD MTR COMPANY
+$17.0K
18,071
+1%
减持
TSLA
TESLA INCORPORATED
+$16.4K
2,690
-17%
增持
CLX
CLOROX COMPANY DEL
-$14.4K
555
+1%
增持
COP
CONOCOPHILLIPS
-$13.7K
953
+1%
增持
EMR
EMERSON ELEC COMPANY
+$13.6K
565
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
-$13.6K
1,338
+1%
增持
AMGN
AMGEN INCORPORATED
-$11.0K
360
+1%
增持
SO
SOUTHERN COMPANY
+$11.0K
17,123
+1%
增持
PEP
PEPSICO INCORPORATED
-$10.6K
649
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$10.5K
220
+0%
建仓
—
CLEARSIGN TECHNOLOGIES CORPORATION
+$10.1K
18,018
减持
XLE
SPDR ENERGY SELECT SECTOR FUND
-$9.2K
772
-3%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$9.1K
1,208
+1%
清仓
BE
BLOOM ENERGY CORPORATION COM CLASS A
-$8.6K
0
-100%
增持
DOW
DOW INCORPORATED
-$7.6K
995
+2%
增持
CSX
CSX CORPORATION
+$7.3K
2,213
+0%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$7.2K
5,156
+2%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$7.1K
3,714
+1%
增持
AMAT
APPLIED MATLS INCORPORATED
+$7.0K
183
+1%
减持
NKE
NIKE INCORPORATED CLASS B
-$7.0K
435
-27%
增持
ED
CONSOLIDATED EDISON INCORPORATED
-$6.9K
739
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$6.5K
2,259
+1%
增持
MRK
MERCK & COMPANY INCORPORATED
-$6.2K
636
+1%
建仓
—
MODULAR MED INCORPORATED COM NEW
+$6.0K
8,000
增持
SBUX
STARBUCKS CORPORATION
-$5.9K
1,026
+1%
增持
CL
COLGATE PALMOLIVE COMPANY
-$5.9K
2,608
+1%
增持
SRE
SEMPRA
+$5.5K
1,092
+1%
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
+$5.5K
824
+0%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$5.5K
2,127
+2%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$5.0K
758
+0%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$4.9K
934
-13%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$4.8K
156
+1%
减持
QQQ
INVESCO QQQ TR
+$4.6K
72
-4%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$4.2K
466
+0%
增持
UNP
UNION PAC CORPORATION
-$4.1K
860
+1%
增持
NTRS
NORTHERN TR CORPORATION
+$3.9K
137
+1%
增持
HD
HOME DEPOT INCORPORATED
+$3.9K
1,550
+1%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$3.6K
1,470
+1%
增持
—
APTOSE BIOSCIENCES INCORPORATED COM NEW
+$3.4K
4,206
+10415%
增持
GILD
GILEAD SCIENCES INCORPORATED
-$3.3K
9,095
+1%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$3.2K
268
+1%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$3.1K
538
+1%
增持
XLV
SPDR HEALTH CARE SELECT
-$2.6K
249
+0%
增持
SCHW
SCHWAB CHARLES CORPORATION
+$2.6K
194
+1%
增持
ENB
ENBRIDGE INCORPORATED
+$2.3K
1,467
+1%
增持
PSX
PHILLIPS 66
-$2.2K
768
+1%
增持
DCI
DONALDSON INCORPORATED
+$2.1K
799
+0%
增持
VDE
VANGUARD ENERGY ETF
-$2.1K
215
+1%
增持
ABBV
ABBVIE INCORPORATED
-$2.0K
91
+1%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$2.0K
220
+2%
增持
USB
US BANCORP DEL COM NEW
+$1.9K
526
+1%
增持
V
VISA INCORPORATED COM CLASS A
+$1.8K
352
+0%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$1.7K
2,322
+2%
增持
WM
WASTE MGMT INCORPORATED DEL
-$1.7K
895
+0%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.5K
374
+0%
减持
LUV
SOUTHWEST AIRLS COMPANY
-$1.4K
0
-100%
增持
T
AT&T INCORPORATED
+$1.4K
1,482
+1%
增持
HSY
HERSHEY COMPANY
-$1.2K
324
+1%
增持
FAST
FASTENAL COMPANY
+$1.2K
339
+102%
增持
NSC
NORFOLK SOUTHN CORPORATION
+$1.1K
55
+2%
增持
D
DOMINION ENERGY INCORPORATED
+$1.1K
960
+1%
增持
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
+$946
445
+1%
增持
HRI
HERC HLDGS INCORPORATED
-$938
521
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$932
141
+1%
增持
ALL
ALLSTATE CORPORATION
-$885
186
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$858
2,087
+1%
增持
PFE
PFIZER INCORPORATED
-$815
1,220
+2%
减持
DAL
DELTA AIR LINES INCORPORATED DEL COM NEW
-$737
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$666
281
-32%
增持
ES
EVERSOURCE ENERGY
+$652
291
+1%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$591
266
+1%
建仓
—
PRIMARY HYDROGEN CORPORATION
+$578
1,920
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$477
244
+1%
增持
WSC
WILLSCOT HLDGS CORPORATION COM CLASS A
-$376
1,149
+0%
增持
ABT
ABBOTT LABS
+$357
90
+1%
增持
FELV
Fidelity Enhanced Large Cap Value ETF
+$234
199
+1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$178
208
+1%
增持
DEO
DIAGEO PLC SPON ADR NEW
-$152
62
+2%
增持
MET
METLIFE INCORPORATED
+$130
186
+1%
增持
NSRGY
NESTLE S A SPONSORED ADR
-$114
145
+2%
