13F 机构持仓

Gleason Group, Inc.

PROSPECT KY · SEC CIK 0001822632

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$11.46亿2026Q2
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

VOO 21.0%
VTI 13.7%
VXF 12.9%
VXUS 10.1%
VTV 6.9%
VUG 5.8%
VTEB 3.4%
SCHX 3.2%
VTES 3.0%
VGIT 2.4%

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
TRV TRAVELERS COMPANIES INCORPORATED $4,7020.00%16 00.0% — 不变
AMD ADVANCED MICRO DEVICES INCORPORATED $4,6790.00%23 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $4,4020.00%13 00.0% — 不变
DLTR DOLLAR TREE INCORPORATED $4,3800.00%40 00.0% — 不变
ALL ALLSTATE CORPORATION $4,3750.00%21 -188-90.0% -$3.92万 减仓
GE GE AEROSPACE COM NEW $4,2620.00%15 00.0% — 不变
APOG APOGEE ENTERPRISES INCORPORATED $3,6690.00%109 00.0% — 不变
AVUS AVANTIS U.S. EQUITY ETF $3,3430.00%30 30— $3,343 新建仓
GEV GE VERNOVA INCORPORATED $2,6200.00%3 00.0% — 不变
SCHD SCHWAB US DIVIDEND EQUITY ETF $2,3200.00%76 76— $2,320 新建仓
CMCSA COMCAST CORPORATION NEW CLASS A $2,1190.00%74 11.4% $29 加仓
EEM ISHARES TR MSCI EMG MKT ETF $1,8340.00%32 00.0% — 不变
OMC OMNICOM GROUP INCORPORATED $1,5210.00%20 00.0% — 不变
— CUE BIOPHARMA INCORPORATED $1,3790.00%6,000 00.0% — 不变
VTRS VIATRIS INCORPORATED $3240.00%24 -11-31.4% -$148 重新持有
— PRIMARY HYDROGEN CORPORATION $1750.00%192 192— $175 新建仓
RMR RMR GROUP INCORPORATED CLASS A $1240.00%8 8— $124 新建仓
VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A $1080.00%3 3— $108 新建仓
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A $720.00%1 00.0% — 不变
CRM SALESFORCE INCORPORATED $00.00%0 -874-100.0% -$23.15万 清仓
PANW PALO ALTO NETWORKS INCORPORATED $00.00%0 —— — 申报中断
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT $00.00%0 —— — 申报中断
VBR VANGUARD SMALL-CAP VALUE ETF $00.00%0 —— — 申报中断
— CLEARSIGN TECHNOLOGIES CORPORATION $00.00%0 -18,018-100.0% -$1.00万 清仓
ISCG ISHARES TR MRGSTR SM CP GR $00.00%0 -128-100.0% -$7,092 清仓
VICI VICI PPTYS INCORPORATED REIT $00.00%0 —— — 申报中断
— KBS REAL ESTAT INVT TR III INCORPORATED REIT $00.00%0 —— — 申报中断
— DR ING HC F PORSCHE AG $00.00%0 -50-100.0% -$2,679 清仓
SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS $00.00%0 -13-100.0% -$647 清仓
— PRIMARY HYDROGEN CORPORATION $00.00%0 -1,920-100.0% -$171 清仓
— MODULAR MED INC WT EXP 05/15/28 $00.00%23,000 00.0% — 不变
— CORVEX INCORPORATED WARRANT EXP 013128 $00.00%8,900 00.0% — 不变
— NOCO NOCO INCORPORATED COM CLASS A $00.00%0 -1-100.0% — 清仓
— RENOVORX INC WTS SER A EXP EXP 04/11/2029 $00.00%53,284 00.0% — 不变
— ENDRA LIFE SCIENCES INC WT EXP 05/02/28 $00.00%6,300 00.0% — 不变
— INDUSTRIAL NANOTECH INCORPORATED $00.00%15,050 00.0% — 不变
— GAIN THERAPEUTICS INC WT EXP 11/24/28 $00.00%7,481 00.0% — 不变
— APTOSE BIOSCIENCES, INC. WT, $0.25, DUE EXP 11/25/2029 $00.00%62,500 00.0% — 不变
— RENOVORX INC WTS SER B EXP 04/11/26 $00.00%26,642 00.0% — 不变
— AQUA METALS INC WT EXP 05/07/29 $00.00%50,000 00.0% — 不变
— MELT PHARMACEUTICALS INC PFD SER B $00.00%0 -11,760-100.0% — 清仓
— APTOSE BIOSCIENCES, INC. WT, $1.71, DUE EXP 01/30/2029 $00.00%23,390 00.0% — 不变