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 |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYS USA INC | $22.20万 | 0.01% | 112 | 112 | — | $22.20万 | 新建仓 |
| MBX | MBX BIOSCIENCES INC | $22.08万 | 0.01% | 4,000 | -160,172 | -97.6% | -$884.15万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.93万 | 0.01% | 7,050 | 7,050 | — | $21.93万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.82万 | 0.01% | 1,145 | -1,024 | -47.2% | -$19.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.61万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $21.12万 | 0.01% | 616 | 616 | — | $21.12万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $21.09万 | 0.01% | 2,300 | -207 | -8.3% | -$1.90万 | 减仓 |
| VPU | VANGUARD WORLD FD | $20.69万 | 0.01% | 1,057 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $20.60万 | 0.01% | 2,480 | 3 | 0.1% | $249 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.40万 | 0.01% | 6,000 | -1,800 | -23.1% | -$6.12万 | 减仓 |
| DE | DEERE & CO | $20.36万 | 0.01% | 321 | -214 | -40.0% | -$13.57万 | 减仓 |
| OEF | ISHARES TR | $20.31万 | 0.01% | 555 | 555 | — | $20.31万 | 新建仓 |
| IYW | ISHARES TR | $20.18万 | 0.01% | 800 | 800 | — | $20.18万 | 新建仓 |
| — | LISTED FDS TR | $19.43万 | 0.01% | 10,530 | 10,530 | — | $19.43万 | 新建仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -43,408 | -100.0% | -$152.54万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -5,978 | -100.0% | -$105.01万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -6,296 | -100.0% | -$74.43万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,364 | -100.0% | -$35.01万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -793 | -100.0% | -$34.12万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$32.98万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,324 | -100.0% | -$32.18万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,202 | -100.0% | -$32.14万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,932 | -100.0% | -$27.26万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -7,600 | -100.0% | -$26.98万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,289 | -100.0% | -$25.29万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,701 | -100.0% | -$22.27万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,856 | -100.0% | -$22.23万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -316 | -100.0% | -$21.56万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,335 | -100.0% | -$21.22万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,141 | -100.0% | -$20.82万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -13,150 | -100.0% | -$15.18万 | 清仓 |