Goelzer Investment Management, Inc.
CARMEL IN · SEC CIK 0001550057
$22.95亿2026Q2 申报市值
314持仓数
53.1%前十大占比 · 第一大 28.1%
33 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NUSHARES ETF TR 新建仓+$2,503.14万
AVGO 加仓+$339.22万
PM 加仓+$301.50万
BKR 新建仓+$299.10万
HONA 新建仓+$260.61万
2026Q2 卖出最多 按季末市值估算
SLYV 减仓-$4,544.44万
MBX 减仓-$884.15万
TROW 减仓-$517.51万
OHI 减仓-$421.58万
IVV 减仓-$392.42万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,211.38万 | 0.53% | 112,394 | -4,480 | -3.8% | -$48.29万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,211.94万 | 0.53% | 254,182 | -88,418 | -25.8% | -$421.58万 | 减仓 |
| IGSB | ISHARES TR | $1,249.99万 | 0.54% | 238,502 | -15,217 | -6.0% | -$79.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,262.47万 | 0.55% | 221,564 | -14,582 | -6.2% | -$83.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,338.55万 | 0.58% | 26,274 | -586 | -2.2% | -$29.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,398.89万 | 0.61% | 55,081 | -1,713 | -3.0% | -$43.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,408.59万 | 0.61% | 84,978 | -4,000 | -4.5% | -$66.30万 | 减仓 |
| QCOM | QUALCOMM INC | $1,432.59万 | 0.62% | 77,526 | -3,137 | -3.9% | -$57.97万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $1,440.77万 | 0.63% | 320,242 | -12,713 | -3.8% | -$57.20万 | 减仓 |
| CSCO | CISCO SYS INC | $1,448.16万 | 0.63% | 123,289 | -4,945 | -3.9% | -$58.08万 | 减仓 |
| MRK | MERCK & CO INC | $1,576.94万 | 0.69% | 122,719 | -4,286 | -3.4% | -$55.07万 | 减仓 |
| ABBV | ABBVIE INC | $1,578.89万 | 0.69% | 62,744 | -2,378 | -3.7% | -$59.84万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,611.40万 | 0.70% | 40,572 | -1,288 | -3.1% | -$51.16万 | 减仓 |
| TLH | ISHARES TR | $1,696.32万 | 0.74% | 169,041 | -6,686 | -3.8% | -$67.09万 | 减仓 |
| CAT | CATERPILLAR INC | $2,031.10万 | 0.89% | 19,073 | -1,143 | -5.7% | -$121.72万 | 减仓 |
| ETN | EATON CORP PLC | $2,057.28万 | 0.90% | 48,279 | -1,528 | -3.1% | -$65.11万 | 减仓 |
| — | EXXON MOBIL CORP | $2,174.94万 | 0.95% | 159,080 | -4,546 | -2.8% | -$62.15万 | 减仓 |
| IJR | ISHARES TR | $2,298.92万 | 1.00% | 155,008 | -5,893 | -3.7% | -$87.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,374.05万 | 1.03% | 118,649 | -5,114 | -4.1% | -$102.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,449.90万 | 1.07% | 74,845 | 6,599 | 9.7% | $216.00万 | 加仓 |
| — | NUSHARES ETF TR | $2,503.14万 | 1.09% | 578,626 | 578,626 | — | $2,503.14万 | 新建仓 |
| GOOG | ALPHABET INC | $3,051.69万 | 1.33% | 86,369 | -4,179 | -4.6% | -$147.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,079.16万 | 1.34% | 82,547 | -3,732 | -4.3% | -$139.21万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $4,087.59万 | 1.78% | 374,631 | -416,501 | -52.6% | -$4,544.44万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $4,094.64万 | 1.78% | 807,941 | -11,661 | -1.4% | -$59.10万 | 减仓 |
| AAPL | APPLE INC | $4,476.48万 | 1.95% | 154,703 | -7,254 | -4.5% | -$209.90万 | 减仓 |
| AVGO | BROADCOM INC | $4,499.46万 | 1.96% | 119,112 | 8,980 | 8.2% | $339.22万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,740.48万 | 2.07% | 1,711,363 | -102,187 | -5.6% | -$283.06万 | 减仓 |
| IJH | ISHARES TR | $8,870.45万 | 3.87% | 1,150,363 | -2,332 | -0.2% | -$17.98万 | 减仓 |
| IVV | ISHARES TR | $2.05亿 | 8.95% | 274,215 | -5,240 | -1.9% | -$392.42万 | 减仓 |
| LLY | ELI LILLY & CO | $6.45亿 | 28.10% | 537,488 | -2,929 | -0.5% | -$351.31万 | 减仓 |