Gleason Group, Inc.
PROSPECT KY · SEC CIK 0001822632
$10.10亿2026Q1 申报市值
229持仓数
82.4%前十大占比 · 第一大 21.0%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VXF 加仓+$535.68万
VXUS 加仓+$455.74万
VTEB 加仓+$329.16万
VTI 加仓+$318.15万
VTES 加仓+$163.02万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$334.27万
WSM 减仓-$108.17万
VUG 减仓-$93.30万
SCHX 减仓-$78.86万
JPM 减仓-$49.63万
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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $109.52万 | 0.11% | 15,056 | 309 | 2.1% | $2.25万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $121.58万 | 0.12% | 1,861 | 1 | 0.1% | $653 | 加仓 |
| WSM | WILLIAMS SONOMA INCORPORATED | $123.25万 | 0.12% | 6,760 | -5,933 | -46.7% | -$108.17万 | 减仓 |
| LLY | ELI LILLY & COMPANY | $123.54万 | 0.12% | 1,343 | -129 | -8.8% | -$11.87万 | 减仓 |
| GILD | GILEAD SCIENCES INCORPORATED | $129.23万 | 0.13% | 9,273 | 56 | 0.6% | $7,804 | 加仓 |
| KO | COCA COLA COMPANY | $133.74万 | 0.13% | 17,586 | 2,300 | 15.0% | $17.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.16万 | 0.13% | 1,346 | 1 | 0.1% | $997 | 加仓 |
| CAT | CATERPILLAR INCORPORATED | $149.11万 | 0.15% | 2,105 | -443 | -17.4% | -$31.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $157.05万 | 0.16% | 6,425 | 35 | 0.5% | $8,555 | 加仓 |
| DE | DEERE & COMPANY | $165.76万 | 0.16% | 2,943 | -69 | -2.3% | -$3.89万 | 减仓 |
| CTAS | CINTAS CORPORATION | $169.85万 | 0.17% | 10,042 | 23 | 0.2% | $3,890 | 加仓 |
| SO | SOUTHERN COMPANY | $171.07万 | 0.17% | 17,724 | 135 | 0.8% | $1.30万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $183.36万 | 0.18% | 23,632 | 129 | 0.5% | $1.00万 | 加仓 |
| BAC | BANK AMERICA CORPORATION | $207.18万 | 0.21% | 42,499 | -136 | -0.3% | -$6,630 | 减仓 |
| CVX | CHEVRON CORPORATION | $227.34万 | 0.23% | 10,988 | 101 | 0.9% | $2.09万 | 加仓 |
| PG | PROCTER & GAMBLE COMPANY | $255.75万 | 0.25% | 17,707 | 63 | 0.4% | $9,099 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $270.05万 | 0.27% | 107,592 | 401 | 0.4% | $1.01万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $294.30万 | 0.29% | 17,346 | 362 | 2.1% | $6.14万 | 加仓 |
| JPM | JPMORGAN CHASE & COMPANY | $309.20万 | 0.31% | 10,511 | -1,687 | -13.8% | -$49.63万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $360.11万 | 0.36% | 123,836 | -963 | -0.8% | -$2.80万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $434.58万 | 0.43% | 131,890 | 21,180 | 19.1% | $69.79万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $504.36万 | 0.50% | 19,256 | -3 | -0.0% | -$786 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $534.83万 | 0.53% | 18,624 | 18 | 0.1% | $5,169 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $573.18万 | 0.57% | 185,136 | -1,083 | -0.6% | -$3.35万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $654.77万 | 0.65% | 224,776 | -89 | -0.0% | -$2,593 | 减仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $661.00万 | 0.65% | 76,293 | 765 | 1.0% | $6.63万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $892.50万 | 0.88% | 41,500 | 163 | 0.4% | $3.51万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $937.81万 | 0.93% | 63,323 | 368 | 0.6% | $5.45万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,246.98万 | 1.24% | 503,832 | 252 | 0.1% | $6,237 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,558.68万 | 1.54% | 288,377 | 17,048 | 6.3% | $92.14万 | 加仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $1,953.12万 | 1.93% | 137,129 | -1,941 | -1.4% | -$27.65万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $1,969.09万 | 1.95% | 355,720 | 2,535 | 0.7% | $14.03万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $2,454.55万 | 2.43% | 412,183 | 2,507 | 0.6% | $14.93万 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BD ETF | $3,029.77万 | 3.00% | 299,562 | 16,118 | 5.7% | $163.02万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $3,222.37万 | 3.19% | 1,256,774 | -30,757 | -2.4% | -$78.86万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $3,469.13万 | 3.44% | 695,356 | 65,977 | 10.5% | $329.16万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $5,809.33万 | 5.75% | 133,001 | -2,136 | -1.6% | -$93.30万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $6,920.25万 | 6.86% | 352,714 | 2,048 | 0.6% | $40.18万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.02亿 | 10.14% | 1,327,474 | 59,102 | 4.7% | $455.74万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.31亿 | 12.93% | 634,181 | 26,029 | 4.3% | $535.68万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.38亿 | 13.67% | 430,220 | 9,917 | 2.4% | $318.15万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2.12亿 | 21.01% | 354,998 | -5,594 | -1.6% | -$334.27万 | 减仓 |