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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 98
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$14.0M
354,998
-2%
减持
VUG
VANGUARD GROWTH ETF
-$7.8M
133,001
-2%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$6.7M
1,327,474
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。
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$3.3M
634,181
+4%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$3.0M
695,356
+10%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$2.9M
430,220
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$2.4M
1,256,774
-2%
增持
VTV
VANGUARD VALUE ETF
+$2.2M
352,714
+1%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BD ETF
+$1.5M
299,562
+6%
减持
ITOT
ISHARES TR CORE S&P TTL STK
-$1.1M
137,129
-1%
减持
WSM
WILLIAMS SONOMA INCORPORATED
-$1.0M
6,760
-47%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.0M
288,377
+6%
增持
—
EXXON MOBIL CORPORATION
+$899.2K
17,346
+2%
减持
JPM
JPMORGAN CHASE & COMPANY
-$838.3K
10,511
-14%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$787.4K
224,776
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$720.0K
131,890
+19%
增持
CVX
CHEVRON CORPORATION
+$614.2K
10,988
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$363.8K
503,832
+0%
增持
QCOM
QUALCOMM INCORPORATED
-$349.7K
8,504
+1%
减持
LLY
ELI LILLY & COMPANY
-$346.3K
1,343
-9%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$342.7K
63,323
+1%
减持
BAC
BANK AMERICA CORPORATION
-$273.1K
42,499
-0%
增持
KO
COCA COLA COMPANY
+$268.8K
17,586
+15%
增持
SCMB
SCHWAB STRATEGIC TR MUN BD ETF
+$256.6K
27,175
+61%
减持
DE
DEERE & COMPANY
+$255.2K
2,943
-2%
增持
JNJ
JOHNSON & JOHNSON
+$248.0K
6,425
+1%
清仓
CRM
SALESFORCE INCORPORATED
-$231.5K
0
-100%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$217.3K
76,293
+1%
增持
BHP
BHP BILLITON LIMITED SPONSORED ADS
+$204.9K
15,056
+2%
增持
CTAS
CINTAS CORPORATION
-$185.8K
10,042
+0%
清仓
PANW
PALO ALTO NETWORKS INCORPORATED
-$183.6K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$182.1K
1,346
+0%
增持
SO
SOUTHERN COMPANY
+$177.0K
17,724
+1%
增持
GILD
GILEAD SCIENCES INCORPORATED
+$161.0K
9,273
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$160.0K
41,500
+0%
减持
WMT
WALMART INCORPORATED
-$158.3K
7,425
-23%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$139.9K
16,828
+57%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$132.2K
185,136
-1%
建仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$127.4K
4,176
减持
CL
COLGATE PALMOLIVE COMPANY
-$123.5K
999
-62%
减持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$113.6K
1,223
-12%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$111.1K
107,592
+0%
清仓
OHI
OMEGA HEALTHCARE INVS INCORPORATED REIT
-$106.3K
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$101.8K
1,496
+1%
减持
VB
VANGUARD SMALL-CAP ETF
+$75.7K
19,256
-0%
增持
WM
WASTE MGMT INCORPORATED DEL
+$74.3K
1,186
+31%
建仓
MMM
3M COMPANY
+$72.6K
500
减持
BLK
BLACKROCK INCORPORATED
-$71.0K
515
-3%
增持
AAPL
APPLE INCORPORATED
-$66.6K
3,741
+0%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$58.4K
1,861
+0%
建仓
ITW
ILLINOIS TOOL WKS INCORPORATED
+$53.4K
205
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$52.6K
1,926
-1%
增持
VO
VANGUARD MID-CAP ETF
-$51.4K
18,624
+0%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$46.9K
123,836
-1%
增持
HD
HOME DEPOT INCORPORATED
+$45.7K
1,745
+14%
建仓
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
+$45.2K
345
减持
ALL
ALLSTATE CORPORATION
-$39.1K
21
-90%
增持
COP
CONOCOPHILLIPS
+$38.2K
977
+1%
增持
ATO
ATMOS ENERGY CORPORATION
+$38.2K
2,122
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$34.0K
2,318
+1%
减持
PSX
PHILLIPS 66
+$32.5K
732
-6%
减持
CAT
CATERPILLAR INCORPORATED
+$31.6K
2,105
-17%
增持
PG
PROCTER & GAMBLE COMPANY
+$29.0K
17,707
+0%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$25.6K
24
-57%
增持
HRI
HERC HLDGS INCORPORATED
-$25.4K
529
+1%
增持
C
CITIGROUP INCORPORATED COM NEW
-$25.4K
9,484
+1%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$25.1K
1,491
+1%
增持
BF/A
BROWN FORMAN CORPORATION CLASS A
+$24.5K
1,452
+165%
增持
AXP
AMERICAN EXPRESS COMPANY
-$23.6K
354
+0%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$23.2K
23,632
+1%
增持
URI
UNITED RENTALS INCORPORATED
-$21.3K
270
+0%
增持
—
EATON CORPORATION PLC SHS
+$19.3K
482
+0%
增持
DOW
DOW HLDGS INCORPORATED
+$19.1K
1,033
+1%
增持
NEM
NEWMONT CORPORATION
+$18.8K
2,170
+0%
增持
EMBJ
EMBRAER S.A. SPONSORED ADS
-$18.7K
3,756
+0%
增持
F
FORD MTR COMPANY
-$18.5K
12,084
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$17.3K
8,232
+1%
增持
DIS
DISNEY WALT COMPANY
-$17.2K
1,035
+1%
增持
CLX
CLOROX COMPANY DEL
+$17.2K
453
+54%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$17.0K
1,838
-31%
增持
V
VISA INCORPORATED COM CLASS A
-$16.9K
354
+0%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$16.8K
355,720
+1%
增持
D
DOMINION ENERGY INCORPORATED
+$16.2K
1,193
+21%
增持
MCD
MCDONALDS CORPORATION
+$16.1K
2,339
+1%
减持
IMCV
ISHARES TR MRGSTR MD CP VAL
-$14.3K
92
-66%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$14.0K
2,233
+2%
增持
BF/B
BROWN FORMAN CORPORATION CLASS B
+$13.9K
1,335
+62%
增持
UPS
UNITED PARCEL SVCS INCORPORATED CLASS B
+$13.7K
162
+636%
减持
T
AT&T INCORPORATED
+$13.2K
3,338
-1%
增持
CSX
CSX CORPORATION
+$13.1K
2,656
+0%
增持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$12.2K
413
+0%
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$12.1K
200
减持
RPG
INVESCO S&P 500 PURE GROWTH ETF
-$11.9K
315
-45%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$11.6K
224
+0%
减持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$11.5K
131
-47%
清仓
VBR
VANGUARD SMALL-CAP VALUE ETF
-$11.2K
0
-100%
增持
ED
CONSOLIDATED EDISON INCORPORATED
+$11.1K
758
+1%
增持
MRK
MERCK & COMPANY INCORPORATED
+$11.0K
696
+1%
增持
SRE
SEMPRA
+$10.6K
1,118
+1%
增持
VDE
VANGUARD ENERGY ETF
+$10.5K
219
+0%
增持
CHDN
CHURCHILL DOWNS INCORPORATED
-$10.5K
445
+0%
增持
UNP
UNION PAC CORPORATION
+$10.4K
825
+0%
增持
ENB
ENBRIDGE INCORPORATED
+$10.4K
1,519
+1%
建仓
GIS
GENERAL MILLS INCORPORATED
+$10.0K
270
清仓
—
CLEARSIGN TECHNOLOGIES CORPORATION
-$10.0K
0
-100%
增持
AMGN
AMGEN INCORPORATED
+$9.8K
367
+1%
增持
MS
MORGAN STANLEY COM NEW
-$9.6K
807
+1%
建仓
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$9.6K
72
增持
HSY
HERSHEY COMPANY
+$9.0K
331
+1%
增持
PH
PARKER-HANNIFIN CORPORATION
+$8.9K
498
+0%
增持
PEP
PEPSICO INCORPORATED
+$8.7K
608
+2%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$8.2K
257
-2%
建仓
SOLV
SOLVENTUM CORPORATION COM SHS
+$8.2K
125
减持
IJK
ISHARES TR S&P MC 400GR ETF
-$7.9K
71
-54%
建仓
CLIR
CLEARSIGN TECHNOLOGIES CORPORATION COM NEW
+$7.9K
1,802
增持
AWK
AMERICAN WTR WKS COMPANY INCORPORATED NEW
+$7.8K
1,230
+1%
清仓
ISCG
ISHARES TR MRGSTR SM CP GR
-$7.1K
0
-100%
清仓
VICI
VICI PPTYS INCORPORATED REIT
-$7.0K
0
-100%
增持
AVGO
BROADCOM INCORPORATED
-$6.9K
193
+1%
增持
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$6.4K
412,183
+1%
增持
VTWV
VANGUARD RUSSELL 2000 VALUE ETF
+$6.1K
769
+0%
增持
MET
METLIFE INCORPORATED
+$5.8K
263
+62%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$5.8K
3,428
+0%
建仓
PFE
PFIZER INCORPORATED
+$5.5K
197
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$5.5K
3,570
+1%
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$5.5K
629
+0%
增持
SBUX
STARBUCKS CORPORATION
+$5.3K
901
+1%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$5.3K
93
+1%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$5.2K
1,208
+0%
增持
FBIN
FORTUNE BRANDS INNOVATIONS INCORPORATED
-$5.1K
473
+1%
增持
LOW
LOWES COMPANIES INCORPORATED
-$5.0K
1,289
+0%
建仓
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$4.8K
50
增持
VLUE
ISHARES TR MSCI USA VALUE
+$4.6K
758
+0%
减持
QQQ
INVESCO QQQ TRUST
-$4.6K
109
-1%
清仓
KBSR
KBS REAL ESTAT INVT TR III INCORPORATED REIT
-$4.4K
0
-100%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$3.3K
30
增持
NKE
NIKE INCORPORATED CLASS B
-$2.9K
273
+1%
增持
DCI
DONALDSON INCORPORATED
-$2.8K
808
+0%
清仓
—
DR ING HC F PORSCHE AG
-$2.7K
0
-100%
增持
PGR
PROGRESSIVE CORPORATION
-$2.6K
164
+6%
增持
DFUS
DIMENSIONAL U.S. EQUTIY MARKET ETF
-$2.6K
830
+0%
增持
DOV
DOVER CORPORATION
+$2.5K
186
+1%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.3K
76
增持
XLV
State Street Health Care Select Sector SPDR ETF
-$1.9K
252
+0%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$1.6K
1,495
+0%
增持
WSC
WILLSCOT HLDGS CORPORATION COM CLASS A
-$1.6K
1,161
+0%
增持
HDV
ISHARES TR CORE HIGH DV ETF
+$1.4K
97
+1%
增持
RTX
RTX CORPORATION
+$1.3K
131
+1%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$1.3K
627
+0%
增持
KMB
KIMBERLY-CLARK CORPORATION
-$882
277
+1%
