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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 96
减持 36
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$19.2M
360,660
+2%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$12.9M
605,884
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$12.6M
419,701
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。
+2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$12.1M
1,216,619
+9%
增持
VTV
VANGUARD VALUE ETF
+$4.2M
346,909
+1%
减持
VUG
VANGUARD GROWTH ETF
+$3.4M
136,106
-4%
减持
BAC
BANK AMERICA CORPORATION
-$2.1M
42,490
-53%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.9M
1,258,059
-2%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.5M
263,867
+2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$907.9K
625,914
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$785.7K
454,006
+3%
清仓
TGT
TARGET CORPORATION
-$750.9K
0
-100%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$728.4K
348,016
+2%
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$691.0K
22
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$524.4K
62,165
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$491.3K
41,007
+0%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$458.0K
139,328
-5%
增持
WSM
WILLIAMS SONOMA INCORPORATED
+$412.6K
12,645
+0%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
+$409.2K
80,253
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$384.7K
111,924
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$333.5K
19,130
+0%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$328.6K
409,885
+1%
减持
JPM
JPMORGAN CHASE & COMPANY.
+$308.8K
12,151
-0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$270.6K
106,959
+3%
增持
VO
VANGUARD MID-CAP ETF
+$268.5K
18,495
+0%
建仓
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
+$255.6K
9,979
增持
JNJ
JOHNSON & JOHNSON
+$214.1K
6,340
+1%
减持
DE
DEERE & COMPANY
-$191.5K
3,002
-2%
减持
CAT
CATERPILLAR INCORPORATED
+$189.9K
2,562
-4%
增持
CTAS
CINTAS CORPORATION
-$171.1K
9,995
+0%
增持
CVX
CHEVRON CORPORATION NEW
+$148.1K
10,725
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$147.2K
1,552
-12%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$144.2K
224,645
-7%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$142.9K
304,369
-1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$137.0K
175,533
-3%
增持
BHP
BHP GROUP LIMITED SPONSORED ADS
+$127.9K
14,747
+2%
减持
AAPL
APPLE INCORPORATED
+$123.1K
3,938
-8%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$110.9K
0
-100%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$105.5K
116,860
-6%
增持
—
EXXON MOBIL CORPORATION
+$99.3K
16,839
+1%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$99.1K
1,822
-7%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
-$83.2K
1,320
+0%
增持
PG
PROCTER AND GAMBLE COMPANY
-$81.5K
17,764
+1%
减持
KO
COCA COLA COMPANY
-$71.6K
15,008
-0%
增持
QCOM
QUALCOMM INCORPORATED
+$66.5K
8,404
+1%
增持
BLK
BLACKROCK INCORPORATED
+$63.9K
527
+1%
增持
SO
SOUTHERN COMPANY
+$63.4K
17,261
+1%
增持
HD
HOME DEPOT INCORPORATED
+$63.2K
1,559
+1%
增持
SPY
SPDR S&P 500 ETF
+$59.0K
415
+18%
增持
NEM
NEWMONT CORPORATION
+$56.6K
2,159
+0%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$53.3K
1,065
-8%
减持
F
FORD MTR COMPANY
-$52.6K
11,999
-34%
增持
URI
UNITED RENTALS INCORPORATED
+$52.2K
258
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$50.5K
1,006
+0%
减持
BF/B
BROWN FORMAN CORPORATION CLASS B
-$46.8K
816
-68%
减持
WMT
WALMART INCORPORATED
-$41.8K
9,263
-9%
增持
ATO
ATMOS ENERGY CORPORATION
+$36.6K
2,098
+1%
减持
C
CITIGROUP INCORPORATED COM NEW
+$36.2K
9,379
-13%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$36.0K
8,031
+0%
减持
MCD
MCDONALDS CORPORATION
-$30.6K
2,315
-8%
增持
PH
PARKER-HANNIFIN CORPORATION
+$30.4K
496
+0%
增持
QQQ
INVESCO QQQ TR
+$30.0K
116
+61%
清仓
PFE
PFIZER INCORPORATED
-$29.6K
0
-100%
增持
CL
COLGATE PALMOLIVE COMPANY
-$27.3K
2,623
+1%
减持
LOW
LOWES COMPANIES INCORPORATED
+$24.2K
1,277
-5%
清仓
USB
US BANCORP DEL COM NEW
-$23.8K
0
-100%
增持
LLY
ELI LILLY & COMPANY
-$23.2K
1,546
+0%
增持
SJM
SMUCKER J M COMPANY COM NEW
+$21.7K
1,911
+1%
减持
SBUX
STARBUCKS CORPORATION
-$18.8K
889
-13%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$18.7K
23,217
+0%
增持
MS
MORGAN STANLEY COM NEW
+$17.9K
938
+1%
清仓
SCHW
SCHWAB CHARLES CORPORATION
-$17.7K
0
-100%
增持
SRE
SEMPRA
+$16.4K
1,102
+1%
清仓
UBSI
UNITED BANKSHARES INCORPORATED WEST VA
-$16.2K
0
-100%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$15.4K
2,278
+1%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$14.5K
2,360
+2%
清仓
FAST
FASTENAL COMPANY
-$14.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$13.8K
1,819
-5%
增持
PSX
PHILLIPS 66
+$13.8K
775
+1%
建仓
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
+$13.5K
83
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$13.4K
762
+1%
减持
DIS
DISNEY WALT COMPANY
-$13.3K
1,028
-3%
清仓
ELV
ELEVANCE HEALTH INCORPORATED
-$12.2K
0
-100%
减持
NKE
NIKE INCORPORATED CLASS B
-$12.1K
269
-38%
增持
DCI
DONALDSON INCORPORATED
+$10.2K
802
+0%
增持
NVDA
NVIDIA CORPORATION
+$9.7K
290
+3%
增持
AMZN
AMAZON COM INCORPORATED
+$9.6K
663
+7%
清仓
EXPD
EXPEDITORS INTERNATIONAL WASH INCORPORATED
-$9.5K
0
-100%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$9.3K
1,517
+3%
增持
—
EATON CORPORATION PLC SHS
+$8.8K
479
+0%
增持
ENB
ENBRIDGE INCORPORATED
+$8.4K
1,485
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$8.4K
9,159
+1%
减持
NSC
NORFOLK SOUTHN CORPORATION
-$8.0K
20
-64%
增持
HRI
HERC HLDGS INCORPORATED
-$7.5K
524
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$7.5K
147
+1%
增持
HSY
HERSHEY COMPANY
+$7.3K
326
+1%
增持
WSC
WILLSCOT HOLDINGS CORP CLASS A
-$7.2K
1,152
+0%
增持
MSFT
MICROSOFT CORPORATION
+$7.1K
195
+3%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$7.1K
5,237
+2%
增持
CSX
CSX CORPORATION
+$6.7K
2,221
+0%
建仓
HTRB
HARTFORD TOTAL RETURN BOND ETF
+$6.5K
190
建仓
AGG
ISHARES TR CORE US AGGBD ET
+$6.4K
64
增持
WM
WASTE MGMT INCORPORATED DEL
-$6.4K
898
+0%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$6.4K
128
增持
COP
CONOCOPHILLIPS
+$5.3K
961
+1%
增持
D
DOMINION ENERGY INCORPORATED
+$5.1K
971
+1%
减持
UNP
UNION PAC CORPORATION
-$4.9K
816
-5%
增持
MRK
MERCK & COMPANY INCORPORATED
+$4.9K
659
+4%
增持
AXP
AMERICAN EXPRESS COMPANY
+$4.8K
343
+0%
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
+$4.6K
826
+0%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$4.6K
780
-16%
增持
ABBV
ABBVIE INCORPORATED
+$4.4K
92
+1%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$4.1K
255
+16%
建仓
IJR
ISHARES TR CORE S&P SCP ETF
+$3.3K
28
清仓
DOCU
DOCUSIGN INCORPORATED
-$3.3K
0
-100%
减持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$3.2K
134
-36%
增持
DOW
DOW INCORPORATED
-$3.2K
1,009
+1%
增持
DOV
DOVER CORPORATION
-$2.9K
185
+1%
增持
RTX
RTX CORPORATION
+$2.8K
130
+1%
增持
ALL
ALLSTATE CORPORATION
+$2.7K
187
+1%
增持
CLX
CLOROX COMPANY DEL
+$2.5K
561
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$2.4K
628
+0%
增持
ES
EVERSOURCE ENERGY
+$2.4K
294
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$2.4K
222
+1%
减持
CHDN
CHURCHILL DOWNS INCORPORATED
-$2.2K
444
-1%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$1.8K
375
+0%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$1.7K
2,163
+2%
减持
MET
METLIFE INCORPORATED
-$1.7K
161
-13%
减持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$1.7K
3,507
-6%
增持
VDE
VANGUARD ENERGY ETF
+$1.7K
216
+0%
增持
AMGN
AMGEN INCORPORATED
+$1.6K
362
+1%
增持
TXT
TEXTRON INCORPORATED
+$1.6K
377
+0%
增持
RPV
INVESCO S&P 500 PURE VALUE ETF
+$1.6K
246
+1%
减持
PEP
PEPSICO INCORPORATED
-$1.4K
600
-8%
增持
IMCV
ISHARES TR MRGSTR MD CP VAL
+$1.3K
267
+0%
增持
XLV
SPDR HEALTH CARE SELECT
+$1.2K
250
+0%
增持
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$1.1K
571
+0%
增持
QQQE
DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
+$1.1K
307
+0%
增持
FDX
FEDEX CORPORATION
+$1.1K
111
+1%
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$1.1K
1,215
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
+$996
468
+0%
增持
EMR
EMERSON ELEC COMPANY
-$918
567
+0%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$907
270
+1%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$796
250
+0%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$773
746
+1%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$761
578
+7%
增持
T
AT&T INCORPORATED
-$617
1,497
+1%
建仓
PKE
PARK AEROSPACE CORPORATION
+$610
30
建仓
O
REALTY INCOME CORPORATION REIT
+$608
10
增持
ISCG
ISHARES TR MRGSTR SM CP GR
+$591
128
+1%
