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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 33
增持 82
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$6.3M
1,268,372
+4%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$5.3M
360,592
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$3.2M
420,303
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。
+0%
增持
VTV
VANGUARD VALUE ETF
+$2.3M
350,666
+1%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
-$2.2M
283,444
-7%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.5M
503,580
+11%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$1.5M
1,287,531
+2%
减持
VUG
VANGUARD GROWTH ETF
+$650.0K
135,137
-1%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$601.1K
1,860
+85%
减持
LLY
ELI LILLY & COMPANY
+$401.8K
1,472
-5%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$396.8K
186,219
+6%
减持
ITOT
ISHARES TR CORE S&P TTL STK
+$385.2K
139,070
-0%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$341.1K
608,152
+0%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$312.0K
629,379
+1%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$293.9K
124,799
+7%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$290.3K
271,329
+3%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$273.2K
62,955
+1%
建仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$250.8K
10,734
减持
CAT
CATERPILLAR INCORPORATED
+$237.2K
2,548
-1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$236.1K
41,337
+1%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$234.6K
75,528
-6%
建仓
CRM
SALESFORCE INCORPORATED
+$231.5K
874
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$221.9K
23,503
+1%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$215.7K
3,420
+2135%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$214.8K
1,392
-23%
增持
WSM
WILLIAMS SONOMA INCORPORATED
-$204.7K
12,693
+0%
减持
PG
PROCTER AND GAMBLE COMPANY
-$200.9K
17,644
-1%
增持
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
+$180.2K
16,917
+70%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$177.4K
261
-75%
增持
CTAS
CINTAS CORPORATION
-$167.3K
10,019
+0%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$166.7K
224,865
+0%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$163.4K
1,937
+6%
增持
BAC
BANK AMERICA CORPORATION
+$152.9K
42,635
+0%
增持
C
CITIGROUP INCORPORATED COM NEW
+$149.0K
9,435
+1%
增持
JNJ
JOHNSON & JOHNSON
+$147.0K
6,390
+1%
增持
—
EXXON MOBIL CORPORATION
+$145.2K
16,984
+1%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$144.2K
753
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$141.6K
1,206
+4207%
减持
PANW
PALO ALTO NETWORKS INCORPORATED
-$136.4K
997
-37%
建仓
EZU
ISHARES INCORPORATED MSCI EURZONE ETF
+$129.4K
2,019
增持
WMT
WALMART INCORPORATED
+$126.5K
9,704
+5%
建仓
CGGR
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT
+$122.4K
2,753
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$121.0K
2,682
-49%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$114.7K
9,217
+1%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$109.2K
110,710
-1%
减持
HD
HOME DEPOT INCORPORATED
-$103.5K
1,535
-2%
增持
VB
VANGUARD SMALL-CAP ETF
+$103.4K
19,259
+1%
建仓
VLUE
ISHARES TR MSCI USA VALUE
+$103.2K
755
增持
SO
SOUTHERN COMPANY
-$102.1K
17,589
+2%
增持
JPM
JPMORGAN CHASE & COMPANY.
+$97.5K
12,198
+0%
建仓
SPTL
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
+$86.6K
3,272
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$80.4K
353,185
+1%
增持
KO
COCA COLA COMPANY
+$73.3K
15,286
+2%
建仓
AVGO
BROADCOM INCORPORATED
+$66.6K
192
增持
COST
COSTCO WHOLESALE CORPORATION NEW
-$62.1K
1,345
+2%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$61.7K
107,191
+0%
增持
PH
PARKER-HANNIFIN CORPORATION
+$60.8K
497
+0%
减持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$53.5K
409,676
-0%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$51.4K
200
-20%
增持
BLK
BLACKROCK INCORPORATED
-$47.6K
529
+0%
增持
QCOM
QUALCOMM INCORPORATED
+$46.8K
8,447
+1%
建仓
—
JPMORGAN CHASE FINANCIAL COMPANY LLC
+$45.8K
30,000
增持
AMAT
APPLIED MATLS INCORPORATED
+$43.4K
315
+72%
增持
T
AT&T INCORPORATED
+$41.3K
3,365
+125%
减持
CLX
CLOROX COMPANY DEL
-$39.4K
295
-47%
增持
NEM
NEWMONT CORPORATION
+$34.1K
2,164
+0%
增持
VO
VANGUARD MID-CAP ETF
-$32.9K
18,606
+1%
增持
MSFT
MICROSOFT CORPORATION
+$30.3K
272
+39%
增持
DE
DEERE & COMPANY
+$29.8K
3,012
+0%
增持
URI
UNITED RENTALS INCORPORATED
-$28.1K
269
+4%
建仓
—
MORGAN STANLEY FINANCE LLC.
+$27.9K
18,000
增持
AMZN
AMAZON COM INCORPORATED
+$27.8K
751
+13%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$27.8K
8,170
+2%
增持
—
EATON CORPORATION PLC SHS
-$26.2K
480
+0%
增持
SJM
SMUCKER J M COMPANY COM NEW
-$18.6K
1,931
+1%
清仓
NTRS
NORTHERN TR CORPORATION
-$18.5K
0
-100%
减持
EMR
EMERSON ELEC COMPANY
-$17.7K
427
-25%
增持
MRK
MERCK & COMPANY INCORPORATED
+$17.4K
691
+5%
增持
AMGN
AMGEN INCORPORATED
+$17.2K
364
+1%
增持
CSX
CSX CORPORATION
+$17.0K
2,646
+19%
增持
HRI
HERC HLDGS INCORPORATED
+$17.0K
526
+0%
增持
AXP
AMERICAN EXPRESS COMPANY
+$16.9K
353
+3%
建仓
—
JPMORGAN CHASE FINANCIAL CO LLC
+$16.3K
14,000
建仓
—
JPMORGAN CHASE FINANCIAL CO LLC
+$15.9K
14,000
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$15.7K
1,485
-4%
增持
F
FORD MTR COMPANY
+$14.5K
12,042
+0%
建仓
—
JPMORGAN CHASE FINANCIAL COMPANY LLC
+$14.2K
9,000
减持
AAPL
APPLE INCORPORATED
+$13.4K
3,737
-5%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$12.4K
2,299
+1%
建仓
HDV
ISHARES TR CORE HIGH DV ETF
+$11.7K
96
增持
LOW
LOWES COMPANIES INCORPORATED
-$11.4K
1,284
+1%
建仓
WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A
+$10.4K
362
建仓
KLAC
KLA CORPORATION COM NEW
+$9.7K
8
建仓
WAB
WABTEC
+$9.6K
45
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
-$9.6K
1,223
+1%
建仓
IFRA
ISHARES TR US INFRASTRUC
+$9.4K
178
建仓
PWR
QUANTA SVCS INCORPORATED
+$9.3K
22
清仓
HRTX
HERON THERAPEUTICS INCORPORATED
-$8.4K
0
-100%
建仓
INCY
INCYTE CORPORATION
+$8.0K
81
建仓
AEG
AEGON LIMITED AMER REG 1 CERT
+$7.7K
1,000
增持
MCD
MCDONALDS CORPORATION
+$7.3K
2,326
+0%
建仓
GS
GOLDMAN SACHS GROUP INCORPORATED
+$7.1K
8
建仓
CMI
CUMMINS INCORPORATED
+$6.7K
13
减持
MS
MORGAN STANLEY COM NEW
-$6.6K
802
-14%
增持
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
+$6.6K
2,396
+2%
清仓
HTRB
HARTFORD TOTAL RETURN BOND ETF
-$6.5K
0
-100%
清仓
AGG
ISHARES TR CORE US AGGBD ET
-$6.4K
0
-100%
清仓
PULS
PGIM ULTRA SHORT BOND ETF
-$6.4K
0
-100%
增持
CVX
CHEVRON CORPORATION NEW
-$6.3K
10,887
+2%
建仓
LH
LABCORP HOLDINGS INCORPORATED COM SHS
+$6.3K
25
增持
FDX
FEDEX CORPORATION
+$6.1K
112
+1%
建仓
VLO
VALERO ENERGY CORPORATION
+$6.1K
37
增持
KMB
KIMBERLY-CLARK CORPORATION
-$6.1K
273
+1%
增持
GD
GENERAL DYNAMICS CORPORATION
+$6.0K
167
+14%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$5.8K
624
-20%
建仓
MCK
MCKESSON CORPORATION
+$5.7K
7
增持
DCI
DONALDSON INCORPORATED
+$5.7K
805
+0%
清仓
—
MODULAR MED INCORPORATED COM NEW
-$5.6K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$4.9K
23
建仓
PHM
PULTE GROUP INCORPORATED
+$4.7K
40
建仓
TRV
TRAVELERS COMPANIES INCORPORATED
+$4.7K
16
建仓
GE
GE AEROSPACE COM NEW
+$4.6K
15
增持
PSX
PHILLIPS 66
-$4.5K
782
+1%
增持
ATO
ATMOS ENERGY CORPORATION
-$4.5K
2,110
+1%
增持
XLV
State Street Health Care Select Sector SPDR ETF
+$4.1K
251
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS
+$4.0K
13
减持
SPY
SPDR S&P 500 ETF
+$3.8K
411
-1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$3.7K
766
+1%
增持
V
VISA INCORPORATED COM CLASS A
+$3.5K
353
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$3.5K
223
+0%
增持
ALL
ALLSTATE CORPORATION
+$3.3K
209
+12%
增持
ENB
ENBRIDGE INCORPORATED
-$3.1K
1,502
+1%
增持
UNP
UNION PAC CORPORATION
-$3.0K
821
+1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$2.9K
2,200
+2%
增持
WSC
WILLSCOT HLDGS CORPORATION COM CLASS A
-$2.5K
1,156
+0%
减持
EFA
ISHARES TR MSCI EAFE ETF
-$2.3K
224
-12%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$2.0K
73
-46%
建仓
GEV
GE VERNOVA INCORPORATED
+$2.0K
3
减持
QQQ
INVESCO QQQ TR
-$1.9K
110
-5%
增持
D
DOMINION ENERGY INCORPORATED
-$1.9K
982
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.7K
281
-3%
建仓
OMC
OMNICOM GROUP INCORPORATED
+$1.6K
20
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
+$1.6K
828
+0%
减持
PEP
PEPSICO INCORPORATED
+$1.6K
598
-0%
增持
NKE
NIKE INCORPORATED CLASS B
-$1.5K
271
+1%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$1.5K
470
+0%
增持
HSY
HERSHEY COMPANY
-$1.2K
329
+1%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$1.2K
92
+1%
增持
SRE
SEMPRA
-$1.2K
1,110
+1%
减持
BF/A
BROWN FORMAN CORPORATION CLASS A
-$1.1K
547
-5%
