13F 机构持仓

Goelzer Investment Management, Inc.

CARMEL IN · SEC CIK 0001550057

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$22.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LLY 28.1%
IVV 8.9%
IJH 3.9%
SCHF 2.1%
AVGO 2.0%
AAPL 2.0%
JMTG 1.8%
SLYV 1.8%
MSFT 1.3%
GOOG 1.3%

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
SCHW SCHWAB CHARLES CORP $385.30万0.17%41,758 -582-1.4% -$5.37万 减仓
INGR INGREDION INC $384.73万0.17%40,622 -1,984-4.7% -$18.79万 减仓
SBUX STARBUCKS CORP $384.31万0.17%37,607 -1,872-4.7% -$19.13万 减仓
NXST NEXSTAR MEDIA GROUP INC $382.33万0.17%21,408 -947-4.2% -$16.91万 减仓
EQIX EQUINIX INC $368.69万0.16%3,537 -189-5.1% -$19.70万 减仓
PM PHILIP MORRIS INTL INC $358.18万0.16%19,799 16,666532.0% $301.50万 加仓
SGOV ISHARES TR $348.91万0.15%34,659 4151.2% $4.18万 加仓
BLK BLACKROCK INC $334.06万0.15%3,474 -97-2.7% -$9.33万 减仓
FCX FREEPORT MCMORAN INC $319.09万0.14%50,738 -3,313-6.1% -$20.84万 减仓
BKR BAKER HUGHES COMPANY $299.10万0.13%53,891 53,891— $299.10万 新建仓
EOG EOG RES INC $294.82万0.13%22,725 -1,745-7.1% -$22.64万 减仓
VO VANGUARD INDEX FDS $294.76万0.13%36,584 -4-0.0% -$322 减仓
FTNT FORTINET INC $290.03万0.13%18,880 -892-4.5% -$13.70万 减仓
BKNG BOOKING HOLDINGS INC $287.73万0.13%16,143 -13,707-45.9% -$244.32万 减仓
VB VANGUARD INDEX FDS $273.41万0.12%9,020 -444-4.7% -$13.46万 减仓
IWR ISHARES TR $265.53万0.12%24,069 -100-0.4% -$1.10万 减仓
HON HONEYWELL INTL INC $264.93万0.12%11,833 -13,181-52.7% -$295.11万 减仓
HONA HONEYWELL AEROSPACE INC $260.61万0.11%11,788 11,788— $260.61万 新建仓
EFA ISHARES TR $259.71万0.11%25,001 -939-3.6% -$9.75万 减仓
DIS DISNEY WALT CO $259.04万0.11%26,913 -5,666-17.4% -$54.54万 减仓
TMUS T-MOBILE US INC $258.64万0.11%15,420 -1,248-7.5% -$20.93万 减仓
GD GENERAL DYNAMICS CORP $254.47万0.11%7,183 -290-3.9% -$10.27万 减仓
CARR CARRIER GLOBAL CORPORATION $243.20万0.11%33,156 -163-0.5% -$1.20万 减仓
CMI CUMMINS INC $241.49万0.11%3,386 20.1% $1,426 加仓
TSLA TESLA INC $237.89万0.10%5,656 -347-5.8% -$14.59万 减仓
AMP AMERIPRISE FINL INC $236.22万0.10%5,149 -123-2.3% -$5.64万 减仓
UNM UNUM GROUP $230.00万0.10%25,728 -1,793-6.5% -$16.03万 减仓
IWS ISHARES TR $229.72万0.10%13,956 -385-2.7% -$6.34万 减仓
MPC MARATHON PETE CORP $228.88万0.10%8,952 1181.3% $3.02万 加仓
FDX FEDEX CORP $226.86万0.10%7,245 -177-2.4% -$5.54万 减仓
OMC OMNICOM GROUP INC $225.79万0.10%31,002 -38,049-55.1% -$277.11万 减仓
BPOP POPULAR INC $225.01万0.10%13,705 -478-3.4% -$7.85万 减仓
APTV APTIV PLC $217.18万0.09%35,383 -3,258-8.4% -$20.00万 减仓
JMST J P MORGAN EXCHANGE TRADED F $214.42万0.09%42,043 12,11340.5% $61.78万 加仓
IQV IQVIA HLDGS INC $208.68万0.09%10,800 -466-4.1% -$9.00万 减仓
NSC NORFOLK SOUTHN CORP $205.55万0.09%6,534 00.0% — 不变
CAH CARDINAL HEALTH INC $203.23万0.09%8,555 -539-5.9% -$12.80万 减仓
EMN EASTMAN CHEM CO $201.70万0.09%30,113 -280-0.9% -$1.88万 减仓
BWA BORGWARNER INC $200.63万0.09%30,216 22,981317.6% $152.59万 加仓
VTI VANGUARD INDEX FDS $198.16万0.09%5,355 -54-1.0% -$2.00万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $188.61万0.08%4,877 -390-7.4% -$15.08万 减仓
VONV VANGUARD SCOTTSDALE FDS $187.59万0.08%17,646 -1,652-8.6% -$17.56万 减仓
XLK SELECT SECTOR SPDR TR $174.05万0.08%9,136 3804.3% $7.24万 加仓
KMI KINDER MORGAN INC DEL $169.07万0.07%52,884 -2,945-5.3% -$9.42万 减仓
MSI MOTOROLA SOLUTIONS INC $163.87万0.07%3,946 3018.3% $12.50万 加仓
IJS ISHARES TR $162.37万0.07%11,880 -4,528-27.6% -$61.89万 减仓
QUAL ISHARES TR $158.52万0.07%7,224 71110.9% $15.60万 加仓
DXCM DEXCOM INC $157.75万0.07%23,423 23,423— $157.75万 新建仓
NEE NEXTERA ENERGY INC $154.56万0.07%17,610 -2,788-13.7% -$24.47万 减仓
EBAY EBAY INC. $150.31万0.07%13,451 13,451— $150.31万 新建仓
VOO VANGUARD INDEX FDS $149.30万0.07%2,174 371.7% $2.54万 加仓
TLT ISHARES TR $146.43万0.06%16,944 1891.1% $1.63万 加仓
CSX CSX CORP $145.82万0.06%30,680 -1,135-3.6% -$5.39万 减仓
AIG AMERICAN INTL GROUP INC $145.16万0.06%19,477 -1,157-5.6% -$8.62万 减仓
MO ALTRIA GROUP INC $144.07万0.06%20,023 -664-3.2% -$4.78万 减仓
LHX L3HARRIS TECHNOLOGIES INC $141.63万0.06%4,874 -279-5.4% -$8.11万 减仓
CHRW C H ROBINSON WORLDWIDE IN $130.76万0.06%6,943 -280-3.9% -$5.27万 减仓
AMD ADVANCED MICRO DEVICES INC $127.34万0.06%2,192 1698.4% $9.82万 加仓
HIG HARTFORD INSURANCE GROUP INC $127.19万0.06%9,598 -369-3.7% -$4.89万 减仓
EME EMCOR GROUP INC $125.89万0.05%1,517 1,517— $125.89万 新建仓
EVRG EVERGY INC $124.88万0.05%14,449 -805-5.3% -$6.96万 减仓
DVN DEVON ENERGY CORP NEW $124.22万0.05%30,063 30,063— $124.22万 新建仓
ACN ACCENTURE PLC IRELAND $122.70万0.05%9,860 -1,162-10.5% -$14.46万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $122.59万0.05%2,567 1255.1% $5.97万 加仓
MU MICRON TECHNOLOGY INC $122.59万0.05%1,062 1,062— $122.59万 新建仓
CRWD CROWDSTRIKE HLDGS INC $122.48万0.05%1,605 -59-3.5% -$4.50万 减仓
VGT VANGUARD WORLD FD $120.06万0.05%10,045 -2,467-19.7% -$29.49万 减仓
ORCL ORACLE CORP $119.47万0.05%8,152 2022.5% $2.96万 加仓
AGZ ISHARES TR $117.83万0.05%10,783 5915.8% $6.46万 加仓
ATO ATMOS ENERGY CORP $116.14万0.05%6,742 50.1% $861 加仓
NFLX NETFLIX INC. $115.28万0.05%16,145 -90-0.6% -$6,426 减仓
IEFA ISHARES TR $109.54万0.05%11,342 -980-8.0% -$9.46万 减仓
PGR PROGRESSIVE CORP $108.68万0.05%4,975 -727-12.7% -$15.88万 减仓
OTIS OTIS WORLDWIDE CORP $107.00万0.05%14,944 -207-1.4% -$1.48万 减仓
XLE SELECT SECTOR SPDR TR $104.17万0.05%19,614 40.0% $212 加仓
GATX GATX CORP $100.54万0.04%5,674 -20,536-78.4% -$363.88万 减仓
MS MORGAN STANLEY $98.90万0.04%4,731 -186-3.8% -$3.89万 减仓
XLF SELECT SECTOR SPDR TR $97.22万0.04%18,135 -113-0.6% -$6,058 减仓
SLB SLB LIMITED $96.91万0.04%20,846 -823-3.8% -$3.83万 减仓
VONG VANGUARD SCOTTSDALE FDS $95.81万0.04%7,496 -1,926-20.4% -$24.62万 减仓
KR KROGER CO $92.39万0.04%16,637 -955-5.4% -$5.30万 减仓
BND VANGUARD BD INDEX FDS $91.76万0.04%12,500 700.6% $5,139 加仓
DLR DIGITAL RLTY TR INC $89.57万0.04%4,988 -78-1.5% -$1.40万 减仓
GSLC GOLDMAN SACHS ETF TR $88.97万0.04%6,270 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $88.26万0.04%3,600 00.0% — 不变
MMM 3M CO $88.24万0.04%5,450 -8-0.1% -$1,295 减仓
VBR VANGUARD INDEX FDS $87.60万0.04%3,605 -481-11.8% -$11.69万 减仓
MCO MOODYS CORP $87.23万0.04%1,926 -102-5.0% -$4.62万 减仓
EMR EMERSON ELEC CO $85.92万0.04%6,002 2314.0% $3.31万 加仓
DBEF DBX ETF TR $85.90万0.04%15,724 00.0% — 不变
IEMG ISHARES INC $85.43万0.04%10,313 -1,243-10.8% -$10.30万 减仓
XLI SELECT SECTOR SPDR TR $84.09万0.04%4,540 2586.0% $4.78万 加仓
GS GOLDMAN SACHS GROUP INC $82.83万0.04%819 9513.1% $9.61万 加仓
VWO VANGUARD INTL EQUITY INDEX F $81.63万0.04%13,676 690.5% $4,119 加仓
TT TRANE TECHNOLOGIES PLC $81.04万0.04%1,650 00.0% — 不变
AAXJ ISHARES TR $79.87万0.03%6,693 00.0% — 不变
ALL ALLSTATE CORP $78.52万0.03%3,300 00.0% — 不变
IVE ISHARES TR $78.43万0.03%3,454 40513.3% $9.20万 加仓
EFV ISHARES TR $78.39万0.03%10,241 1,07811.8% $8.25万 加仓
IGV ISHARES TR $77.71万0.03%8,577 -100-1.2% -$9,060 减仓