13F 机构持仓

Goelzer Investment Management, Inc.

CARMEL IN · SEC CIK 0001550057

2026Q22026Q1 更早 9 个季度 🔒
$20.68亿2026Q1 申报市值
297持仓数
51.0%前十大占比 · 第一大 24.0%
30 / 5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 24.0%
IVV 8.8%
IJH 3.8%
SLYV 3.6%
SCHF 2.2%
JMTG 2.0%
AAPL 2.0%
AVGO 1.6%
MSFT 1.5%
EXXON MOBIL CO 1.3%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$821.88万
VLO 加仓+$628.52万
IVV 加仓+$511.53万
MCD 加仓+$373.63万
NVDA 加仓+$271.91万

2026Q1 卖出最多 按季末市值估算

ACWX 减仓-$2,039.21万
SLYV 减仓-$832.43万
AZN 清仓-$758.76万
FMAO 减仓-$401.63万
ETR 减仓-$400.16万

2026Q1 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
EFV ISHARES TR $68.13万0.03%9,163 9,163— $68.13万 新建仓
GPC GENUINE PARTS CO $67.94万0.03%6,425 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $64.96万0.03%1,664 -10-0.6% -$3,904 减仓
FELE FRANKLIN ELEC INC $64.89万0.03%7,040 00.0% — 不变
ECL ECOLAB INC $64.70万0.03%2,432 170.7% $4,522 加仓
BA BOEING CO $64.64万0.03%3,248 -20-0.6% -$3,981 减仓
AAXJ ISHARES TR $64.45万0.03%6,693 00.0% — 不变
IVE ISHARES TR $64.38万0.03%3,049 1,48795.2% $31.40万 加仓
VOT VANGUARD INDEX FDS $62.61万0.03%2,433 -134-5.2% -$3.45万 减仓
SYK STRYKER CORPORATION $62.13万0.03%1,891 47633.6% $15.64万 加仓
GS GOLDMAN SACHS GROUP INC $61.25万0.03%724 22244.2% $18.78万 加仓
PH PARKER-HANNIFIN CORP $60.43万0.03%675 00.0% — 不变
IEF ISHARES TR $59.64万0.03%6,249 -1,275-16.9% -$12.17万 减仓
CVS CVS HEALTH CORP $58.96万0.03%8,209 1,91530.4% $13.75万 加仓
XEL XCEL ENERGY INC $58.67万0.03%7,386 -100-1.3% -$7,944 减仓
SNA SNAP ON INC $58.15万0.03%1,601 00.0% — 不变
NUE NUCOR CORP $58.09万0.03%3,435 00.0% — 不变
BDX BECTON DICKINSON & CO $57.88万0.03%3,681 -203-5.2% -$3.19万 减仓
LIN LINDE PLC $57.81万0.03%1,166 -37-3.1% -$1.83万 减仓
TMO THERMO FISHER SCIENTIFIC INC $57.66万0.03%1,173 00.0% — 不变
ASML ASML HLDG NV $55.93万0.03%423 14954.4% $19.70万 加仓
VONE VANGUARD SCOTTSDALE FDS $52.45万0.03%1,777 -39-2.1% -$1.15万 减仓
SCHB SCHWAB STRATEGIC TR $51.85万0.03%20,658 -1,049-4.8% -$2.63万 减仓
PM PHILIP MORRIS INTL INC $51.80万0.03%3,133 -500-13.8% -$8.27万 减仓
FAST FASTENAL CO $51.14万0.02%11,021 750.7% $3,480 加仓
VOE VANGUARD INDEX FDS $49.10万0.02%2,664 -500-15.8% -$9.21万 减仓
FSLR FIRST SOLAR INC $47.50万0.02%2,408 00.0% — 不变
AMT AMERICAN TOWER CORP $47.34万0.02%2,743 702.6% $1.21万 加仓
DOV DOVER CORP $46.78万0.02%2,244 1,01682.7% $21.18万 加仓
VHT VANGUARD WORLD FD $45.37万0.02%1,666 311.9% $8,442 加仓
XLV SELECT SECTOR SPDR TR $45.12万0.02%3,078 -184-5.6% -$2.70万 减仓
ULTA ULTA BEAUTY INC $44.95万0.02%860 00.0% — 不变
AON AON PLC $44.74万0.02%1,386 00.0% — 不变
COP CONOCOPHILLIPS $43.16万0.02%3,270 30010.1% $3.96万 加仓
OKE ONEOK INC NEW $43.04万0.02%4,762 430.9% $3,887 加仓
VRTX VERTEX PHARMACEUTICALS INC $42.29万0.02%947 -923-49.4% -$41.22万 减仓
AMD ADVANCED MICRO DEVICES INC $41.15万0.02%2,023 -5-0.2% -$1,017 减仓
DHR DANAHER CORP DEL $41.12万0.02%2,169 69347.0% $13.14万 加仓
VUG VANGUARD INDEX FDS $39.79万0.02%911 28645.8% $12.49万 加仓
BWA BORGWARNER INC $39.26万0.02%7,235 -30-0.4% -$1,628 减仓
PSX PHILLIPS 66 $38.97万0.02%2,139 -131-5.8% -$2.39万 减仓
GSIE GOLDMAN SACHS ETF TR $38.61万0.02%8,953 00.0% — 不变
XLY SELECT SECTOR SPDR TR $38.01万0.02%3,487 341.0% $3,706 加仓
VNQ VANGUARD INDEX FDS $37.93万0.02%4,276 00.0% — 不变
VST VISTRA CORP $36.97万0.02%2,459 -4,639-65.4% -$69.74万 减仓
EW EDWARDS LIFESCIENCES CORP $36.04万0.02%4,500 4,500— $36.04万 新建仓
IWP ISHARES TR $35.75万0.02%2,790 77338.3% $9.90万 加仓
AFL AFLAC INC $35.71万0.02%3,255 -189-5.5% -$2.07万 减仓
VYM VANGUARD WHITEHALL FDS $35.01万0.02%2,364 -67-2.8% -$9,923 减仓
VV VANGUARD INDEX FDS $34.73万0.02%1,162 1,162— $34.73万 新建仓
ONB OLD NATL BANCORP IND $34.20万0.02%15,475 00.0% — 不变
GLD SPDR GOLD TR $34.12万0.02%793 793— $34.12万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $33.43万0.02%4,451 00.0% — 不变
NOBL PROSHARES TR $33.34万0.02%3,145 00.0% — 不变
CR CRANE COMPANY $33.33万0.02%1,949 -502-20.5% -$8.58万 减仓
BP BP PLC $33.25万0.02%7,074 00.0% — 不变
— CHART INDS INC $32.98万0.02%1,595 00.0% — 不变
JIRE J P MORGAN EXCHANGE TRADED F $32.89万0.02%4,343 00.0% — 不变
IWM ISHARES TR $32.46万0.02%1,309 -60-4.4% -$1.49万 减仓
ADBE ADOBE INC $32.18万0.02%1,324 -14,183-91.5% -$344.76万 减仓
SDY SPDR SERIES TRUST $32.14万0.02%2,202 2,202— $32.14万 新建仓
TRP TC ENERGY CORP $31.75万0.02%5,072 00.0% — 不变
XLC SELECT SECTOR SPDR TR $31.62万0.02%2,852 2,852— $31.62万 新建仓
VOX VANGUARD WORLD FD $30.29万0.01%1,684 714.4% $1.28万 加仓
DE DEERE & CO $30.14万0.01%535 00.0% — 不变
GE GE AEROSPACE $29.17万0.01%1,028 -15-1.4% -$4,257 减仓
AMGN AMGEN INC $28.99万0.01%824 -51-5.8% -$1.79万 减仓
C CITIGROUP INC $28.14万0.01%2,481 00.0% — 不变
SOXX ISHARES TR $28.03万0.01%853 853— $28.03万 新建仓
SHEL SHELL PLC $27.26万0.01%2,932 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $27.23万0.01%1,046 1,046— $27.23万 新建仓
ITOT ISHARES TR $27.03万0.01%1,898 00.0% — 不变
LNC LINCOLN NATL CORP IND $26.98万0.01%7,600 00.0% — 不变
CWI SPDR INDEX SHS FDS $25.48万0.01%6,965 -40-0.6% -$1,464 减仓
VXUS VANGUARD STAR FDS $25.37万0.01%3,290 3,290— $25.37万 新建仓
VTV VANGUARD INDEX FDS $25.29万0.01%1,289 1,289— $25.29万 新建仓
WAB WABTEC $25.14万0.01%1,006 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $24.97万0.01%7,800 7,800— $24.97万 新建仓
CEG CONSTELLATION ENERGY CORP $24.29万0.01%870 870— $24.29万 新建仓
ISRG INTUITIVE SURGICAL INC $23.97万0.01%520 -503-49.2% -$23.19万 减仓
MFC MANULIFE FINL CORP $23.23万0.01%6,745 00.0% — 不变
DUK DUKE ENERGY CORP NEW $22.27万0.01%1,701 1,701— $22.27万 新建仓
MDLZ MONDELEZ INTL INC $22.23万0.01%3,856 -893-18.8% -$5.15万 减仓
IGM ISHARES TR $22.03万0.01%1,859 1,859— $22.03万 新建仓
MUB ISHARES TR $21.96万0.01%2,069 00.0% — 不变
DKS DICKS SPORTING GOODS INC $21.73万0.01%1,096 -114-9.4% -$2.26万 减仓
EFG ISHARES TR $21.59万0.01%1,939 1,939— $21.59万 新建仓
NOC NORTHROP GRUMMAN CORP $21.56万0.01%316 316— $21.56万 新建仓
ACWI ISHARES TR $21.39万0.01%1,546 00.0% — 不变
CL COLGATE PALMOLIVE CO $21.37万0.01%2,507 -19-0.8% -$1,619 重新持有
EQT EQT CORP $21.22万0.01%3,335 3,335— $21.22万 新建仓
VPU VANGUARD WORLD FD $20.94万0.01%1,057 00.0% — 重新持有
FRME FIRST MERCHANTS CORP $20.87万0.01%5,389 00.0% — 不变
COF CAPITAL ONE FINL CORP $20.82万0.01%1,141 00.0% — 不变
DYNF BLACKROCK ETF TRUST $20.81万0.01%3,577 3,577— $20.81万 新建仓
XLP SELECT SECTOR SPDR TR $20.31万0.01%2,477 -148-5.6% -$1.21万 减仓
F FORD MTR CO $15.18万0.01%13,150 13,150— $15.18万 新建仓
AZN ASTRAZENECA PLC $00.00%0 -41,268-100.0% -$758.76万 清仓
DGII DIGI INTL INC $00.00%0 -23,350-100.0% -$101.08万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -5,518-100.0% -$79.88万 清仓