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Glassman Wealth Services 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Glassman Wealth Services
报告期 2026-03-31 · CIK 0001642160
持仓数
187
前50大市值合计
$722.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 9
增持 90
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
GRACE W R & CO DEL NEW
-$7.8M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$2.8M
269,026
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.5M
467,850
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SNA
SNAP ON INC
-$1.5M
101,051
-0%
建仓
—
ACCENTURE PLC IRELAND
+$1.4M
4,468
增持
MMS
MAXIMUS INC
+$1.4M
31,452
+125%
建仓
DGRW
WISDOMTREE TR
+$1.3M
22,116
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
42,218
增持
AAPL
APPLE INC
+$771.0K
154,596
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$544.0K
7,465
-73%
减持
—
EXXON MOBIL CORP
-$528.0K
70,208
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$516.0K
81,570
-7%
增持
TSLA
TESLA INC
+$476.0K
4,078
+3%
增持
CMCSA
COMCAST CORP NEW
+$465.0K
27,997
+45%
减持
MSFT
MICROSOFT CORP
+$415.0K
45,059
-1%
增持
BA
BOEING CO
+$407.0K
4,771
+78%
增持
UNP
UNION PAC CORP
+$377.0K
2,604
+330%
增持
DE
DEERE & CO
+$360.0K
1,293
+528%
增持
BAC
BK OF AMERICA CORP
+$348.0K
19,722
+66%
清仓
—
NIELSEN HLDGS PLC
-$294.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$288.0K
966
+3%
增持
JNJ
JOHNSON & JOHNSON
+$286.0K
12,449
+19%
建仓
GE
GENERAL ELECTRIC CO
+$280.0K
2,718
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$261.0K
2,976
增持
ABBV
ABBVIE INC
+$241.0K
3,217
+241%
减持
IWM
ISHARES TR
-$221.0K
3,753
-17%
减持
DFAC
DIMENSIONAL ETF TRUST
-$208.0K
132,899
-4%
增持
COST
COSTCO WHSL CORP NEW
+$195.0K
2,866
+4%
增持
PFE
PFIZER INC
+$194.0K
24,239
+12%
增持
GOOG
ALPHABET INC
+$194.0K
1,093
+1%
减持
IWB
ISHARES TR
-$182.0K
56,525
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$167.0K
5,434
+36%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$157.0K
8,452
+26%
建仓
TSPH
TUSIMPLE HLDGS INC
+$151.0K
4,072
减持
—
AMERICAN WELL CORP
-$131.0K
63
-99%
增持
SWK
STANLEY BLACK & DECKER INC
-$129.0K
4,540
+1%
清仓
—
AON PLC
-$124.0K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
+$123.0K
3,310
+238%
增持
JPM
JPMORGAN CHASE & CO
+$120.0K
4,986
+11%
增持
NVDA
NVIDIA CORPORATION
+$117.0K
3,354
+365%
减持
ARTY
ISHARES TR
-$115.0K
1,891
-56%
增持
FDX
FEDEX CORP
-$109.0K
1,516
+3%
增持
CL
COLGATE PALMOLIVE CO
-$105.0K
18,544
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$103.0K
1,069
+6%
增持
OTIS
OTIS WORLDWIDE CORP
+$102.0K
1,579
+366%
增持
ORCL
ORACLE CORP
+$94.0K
8,987
+1%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$92.0K
5,943
+0%
清仓
—
EATON CORP PLC
-$88.0K
0
-100%
增持
HD
HOME DEPOT INC
+$86.0K
3,434
+5%
增持
AMZN
AMAZON COM INC
-$85.0K
1,520
+3%
增持
ADI
ANALOG DEVICES INC
+$82.0K
783
+177%
减持
XLK
SELECT SECTOR SPDR TR
-$81.0K
542
-51%
增持
MRK
MERCK & CO INC
+$80.0K
8,025
+19%
减持
EGBN
EAGLE BANCORP INC MD
-$73.0K
10,686
-13%
增持
NFLX
NETFLIX INC
+$73.0K
597
+8%
增持
EW
EDWARDS LIFESCIENCES CORP
+$71.0K
1,091
+114%
增持
PG
PROCTER AND GAMBLE CO
+$71.0K
9,760
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$70.0K
709
-8%
增持
URI
UNITED RENTALS INC
+$69.0K
618
+33%
减持
IJR
ISHARES TR
-$69.0K
3,380
-13%
增持
DHR
DANAHER CORPORATION
+$69.0K
1,084
+12%
增持
MRNA
MODERNA INC
+$65.0K
360
+14%
减持
—
SIRIUS XM HOLDINGS INC
-$59.0K
255
-97%
增持
MAR
MARRIOTT INTL INC NEW
+$58.0K
3,603
+3%
清仓
—
CHURCHILL CAPITAL CORP IV
-$58.0K
0
-100%
增持
BX
BLACKSTONE INC
+$58.0K
2,070
+10%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$57.0K
14,319
-2%
减持
QQQ
INVESCO QQQ TR
-$56.0K
5,970
-4%
减持
IBB
ISHARES TR
-$55.0K
3,546
-8%
减持
—
WIX COM LTD
-$54.0K
17
-91%
清仓
PFN
PIMCO INCOME STRATEGY FD II
-$54.0K
0
-100%
清仓
—
ALEXION PHARMACEUTICALS INC
-$53.0K
0
-100%
建仓
—
LUCID GROUP INC
+$53.0K
2,100
建仓
NFGC
NEW FOUND GOLD CORP
+$51.0K
8,388
增持
MCD
MCDONALDS CORP
+$50.0K
3,906
+1%
增持
CRM
SALESFORCE COM INC
+$50.0K
727
+21%
减持
SCHE
SCHWAB STRATEGIC TR
-$49.0K
3,028
-30%
建仓
HDV
ISHARES TR
+$49.0K
520
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$49.0K
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$47.0K
351
-2%
增持
OMC
OMNICOM GROUP INC
-$47.0K
6,885
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.0K
1,810
+10%
减持
XLF
SELECT SECTOR SPDR TR
-$46.0K
395
-76%
增持
TGT
TARGET CORP
+$44.0K
835
+37%
增持
META
FACEBOOK INC
+$43.0K
3,618
+6%
减持
TFC
TRUIST FINL CORP
-$42.0K
3,166
-23%
减持
IJH
ISHARES TR
-$41.0K
6,406
-0%
增持
ROST
ROSS STORES INC
+$41.0K
637
+186%
清仓
—
APTIV PLC
-$39.0K
0
-100%
增持
KO
COCA COLA CO
+$39.0K
4,423
+24%
增持
NWL
NEWELL BRANDS INC
-$39.0K
7,463
+1%
增持
NEE
NEXTERA ENERGY INC
+$38.0K
2,614
+15%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$38.0K
12,534
-4%
增持
LOW
LOWES COS INC
+$38.0K
1,733
+7%
减持
XLY
SELECT SECTOR SPDR TR
-$37.0K
31
-87%
增持
ALB
ALBEMARLE CORP
+$37.0K
601
+6%
清仓
—
MAXIM INTEGRATED PRODS INC
-$35.0K
0
-100%
增持
CVS
CVS HEALTH CORP
+$34.0K
5,742
+6%
减持
XLI
SELECT SECTOR SPDR TR
-$34.0K
242
-57%
减持
LMT
LOCKHEED MARTIN CORP
-$34.0K
947
-1%
增持
PEP
PEPSICO INC
+$33.0K
8,141
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$33.0K
2,729
+1%
减持
BHP
BHP GROUP LTD
-$33.0K
1,284
-9%
增持
GILD
GILEAD SCIENCES INC
+$33.0K
1,639
+39%
增持
JKHY
HENRY JACK & ASSOC INC
+$32.0K
209
+1642%
增持
COF
CAPITAL ONE FINL CORP
+$32.0K
605
+43%
增持
NVO
NOVO-NORDISK A S
+$32.0K
2,081
+4%
增持
DOV
DOVER CORP
+$32.0K
263
+361%
增持
ROKU
ROKU INC
-$31.0K
227
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$31.0K
1,991
+8%
减持
IJK
ISHARES TR
-$31.0K
3,636
-8%
增持
BBBY
OVERSTOCK COM INC DEL
+$30.0K
381
+12600%
增持
—
WORLD GOLD TR
+$30.0K
1,695
+8375%
增持
DIS
DISNEY WALT CO
-$30.0K
13,810
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$30.0K
1,935
+25%
增持
D
DOMINION ENERGY INC
+$30.0K
5,417
+9%
增持
GD
GENERAL DYNAMICS CORP
+$30.0K
3,610
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$30.0K
410
+56%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$30.0K
16,497
+1%
减持
—
DUPONT DE NEMOURS INC
-$29.0K
884
-23%
增持
—
ASML HOLDING N V
+$29.0K
191
+16%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$28.0K
64
+12%
增持
BKNG
BOOKING HOLDINGS INC
+$28.0K
87
+6%
增持
DXCM
DEXCOM INC
+$28.0K
112
+44%
增持
ABT
ABBOTT LABS
+$28.0K
1,686
+14%
增持
PANW
PALO ALTO NETWORKS INC
+$28.0K
242
+2%
减持
CSCO
CISCO SYS INC
+$28.0K
20,080
-0%
减持
—
LINDE PLC
-$28.0K
235
-30%
增持
PAYC
PAYCOM SOFTWARE INC
+$28.0K
176
+9%
增持
WFC
WELLS FARGO CO NEW
+$27.0K
12,949
+2%
减持
SLB
SCHLUMBERGER LTD
-$27.0K
6,202
-6%
减持
XLC
SELECT SECTOR SPDR TR
-$27.0K
47
-88%
增持
FNDX
SCHWAB STRATEGIC TR
-$26.0K
1,306,288
+1%
增持
SDY
SPDR SER TR
-$26.0K
5,541
+0%
增持
C
CITIGROUP INC
+$26.0K
1,669
+30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$26.0K
2,797
+33%
清仓
—
SLACK TECHNOLOGIES INC
-$25.0K
0
-100%
减持
DFUS
DIMENSIONAL ETF TRUST
-$25.0K
4,380
-11%
增持
MA
MASTERCARD INCORPORATED
-$25.0K
2,516
+2%
清仓
—
ROYALTY PHARMA PLC
-$25.0K
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$25.0K
587
+987%
清仓
AI
C3 AI INC
-$25.0K
0
-100%
增持
DRI
DARDEN RESTAURANTS INC
+$24.0K
234
+221%
增持
NOW
SERVICENOW INC
+$24.0K
181
+12%
增持
VOYA
VOYA FINANCIAL INC
+$24.0K
556
+248%
增持
SBUX
STARBUCKS CORP
+$24.0K
5,770
+5%
增持
MMM
3M CO
-$23.0K
1,438
+4%
增持
MAS
MASCO CORP
+$23.0K
508
+551%
清仓
—
ATLASSIAN CORP PLC
-$23.0K
0
-100%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$23.0K
1,856
+183%
