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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 12
增持 67
减持 58
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DGRW
WISDOMTREE TR
+$19.3M
312,806
+1314%
增持
VOO
VANGUARD INDEX FDS
+$15.4M
278,360
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$6.2M
1,307,516
+0%
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
AAPL
APPLE INC
+$4.1M
146,401
-5%
增持
MSFT
MICROSOFT CORP
+$4.0M
49,602
+10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.9M
513,292
+10%
减持
MMS
MAXIMUS INC
-$2.6M
4
-100%
清仓
—
SIGNET JEWELERS LIMITED
-$2.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.7M
999
-34%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
7,324
+64%
增持
HD
HOME DEPOT INC
+$1.4M
6,129
+78%
建仓
SGOV
ISHARES TR
+$1.2M
12,160
减持
DIS
DISNEY WALT CO
-$1.2M
7,468
-46%
建仓
MUB
ISHARES TR
+$938.0K
8,068
减持
CMCSA
COMCAST CORP NEW
-$878.0K
13,678
-51%
增持
IJH
ISHARES TR
+$874.0K
9,038
+41%
减持
IWB
ISHARES TR
+$865.0K
54,941
-3%
减持
SWK
STANLEY BLACK & DECKER INC
-$763.0K
175
-96%
增持
IVV
ISHARES TR
+$681.0K
7,729
+11%
增持
SNA
SNAP ON INC
+$652.0K
101,062
+0%
建仓
CMF
ISHARES TR
+$651.0K
10,446
增持
XLF
SELECT SECTOR SPDR TR
+$580.0K
15,230
+3756%
增持
COST
COSTCO WHSL CORP NEW
+$541.0K
3,222
+12%
减持
MA
MASTERCARD INCORPORATED
-$532.0K
955
-62%
建仓
XLV
SELECT SECTOR SPDR TR
+$497.0K
3,529
增持
PFE
PFIZER INC
+$491.0K
25,983
+7%
减持
OMC
OMNICOM GROUP INC
-$481.0K
249
-96%
增持
GOOGL
ALPHABET INC
+$450.0K
1,047
+8%
减持
SPY
SPDR S&P 500 ETF TR
+$443.0K
12,787
-3%
增持
GOOG
ALPHABET INC
+$420.0K
1,152
+5%
减持
TRV
TRAVELERS COMPANIES INC
-$418.0K
590
-82%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$416.0K
3,616
-57%
减持
SCHV
SCHWAB STRATEGIC TR
+$394.0K
80,551
-1%
减持
WFC
WELLS FARGO CO NEW
-$349.0K
5,262
-59%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$319.0K
272
-95%
增持
IWF
ISHARES TR
+$302.0K
5,138
+11%
增持
WMT
WALMART INC
+$295.0K
3,951
+99%
建仓
SUB
ISHARES TR
+$290.0K
2,705
增持
UNH
UNITEDHEALTH GROUP INC
+$285.0K
1,975
+9%
增持
LOW
LOWES COS INC
+$264.0K
2,382
+37%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$261.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$261.0K
3,249
-3%
增持
UNP
UNION PAC CORP
+$250.0K
3,017
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$244.0K
234
-75%
减持
TSLA
TESLA INC
+$238.0K
3,217
-21%
建仓
ITOT
ISHARES TR
+$238.0K
2,228
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$234.0K
0
-100%
建仓
—
RLJ LODGING TR
+$232.0K
8,050
增持
CSCO
CISCO SYS INC
+$231.0K
20,889
+4%
增持
—
EXXON MOBIL CORP
+$227.0K
71,205
+1%
增持
EL
LAUDER ESTEE COS INC
+$218.0K
1,164
+64%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$211.0K
15,765
-4%
增持
CL
COLGATE PALMOLIVE CO
+$202.0K
18,799
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$193.0K
1,205
+13%
减持
T
AT&T INC
-$192.0K
8,926
-42%
增持
—
BLACKROCK INC
+$183.0K
711
+27%
增持
NKE
NIKE INC
+$181.0K
2,952
+38%
减持
PG
PROCTER AND GAMBLE CO
-$178.0K
7,253
-26%
清仓
—
PAVMED INC
-$177.0K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$168.0K
591
-92%
增持
USB
US BANCORP DEL
+$167.0K
3,944
+328%
增持
—
NIKOLA CORP
-$166.0K
221,993
+1%
增持
ELV
ANTHEM INC
+$161.0K
727
+54%
增持
SCHZ
SCHWAB STRATEGIC TR
+$160.0K
3,004
+10259%
减持
BNS
BANK NOVA SCOTIA B C
-$157.0K
606
-81%
增持
SHW
SHERWIN WILLIAMS CO
+$156.0K
675
+131%
增持
BAC
BK OF AMERICA CORP
+$155.0K
22,304
+13%
建仓
—
EATON CORP PLC
+$149.0K
861
增持
ABBV
ABBVIE INC
+$139.0K
3,593
+12%
清仓
ARKG
ARK ETF TR
-$138.0K
0
-100%
清仓
—
GTY TECHNOLOGY HOLDINGS INC
-$135.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$135.0K
12,541
+1%
减持
TRP
TC ENERGY CORP
-$131.0K
519
-84%
增持
QCOM
QUALCOMM INC
+$130.0K
2,387
+0%
增持
MCD
MCDONALDS CORP
+$128.0K
3,992
+2%
增持
KO
COCA COLA CO
+$127.0K
6,057
+37%
减持
PYPL
PAYPAL HLDGS INC
-$127.0K
1,273
-10%
减持
META
META PLATFORMS INC
-$125.0K
3,278
-9%
增持
TROW
PRICE T ROWE GROUP INC
+$124.0K
878
+250%
增持
CVX
CHEVRON CORP NEW
+$123.0K
4,499
+13%
增持
CAT
CATERPILLAR INC
+$122.0K
1,100
+100%
清仓
ARKW
ARK ETF TR
-$122.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$118.0K
4,766
-12%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$117.0K
4,030
+5273%
减持
NFLX
NETFLIX INC
-$114.0K
415
-30%
清仓
ARKF
ARK ETF TR
-$112.0K
0
-100%
减持
—
CARNIVAL CORP
-$112.0K
1,792
-70%
减持
SHOP
SHOPIFY INC
-$111.0K
52
-61%
减持
ARKQ
ARK ETF TR
-$111.0K
472
-75%
增持
IWR
ISHARES TR
+$107.0K
1,398
+1183%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$105.0K
0
-100%
减持
—
DRAFTKINGS INC
-$103.0K
148
-93%
增持
ITW
ILLINOIS TOOL WKS INC
+$103.0K
825
+69%
减持
RCI
ROGERS COMMUNICATIONS INC
-$101.0K
367
-85%
减持
MTN
VAIL RESORTS INC
-$99.0K
5
-98%
增持
MU
MICRON TECHNOLOGY INC
+$98.0K
1,547
+137%
清仓
ABNB
AIRBNB INC
-$98.0K
0
-100%
减持
MRNA
MODERNA INC
-$96.0K
168
-53%
减持
CVS
CVS HEALTH CORP
+$95.0K
5,642
-2%
减持
KLAC
KLA CORP
+$93.0K
1,047
-2%
清仓
—
AMYRIS INC
-$91.0K
0
-100%
减持
BA
BOEING CO
-$90.0K
4,764
-0%
减持
SQ
BLOCK INC
-$90.0K
947
-7%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$87.0K
2,032
减持
EGBN
EAGLE BANCORP INC MD
-$85.0K
9,070
-15%
减持
VTI
VANGUARD INDEX FDS
-$84.0K
4,635
-14%
增持
NEE
NEXTERA ENERGY INC
+$82.0K
3,077
+18%
增持
LLY
LILLY ELI & CO
+$82.0K
1,261
+9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$82.0K
512
+42%
增持
HON
HONEYWELL INTL INC
+$81.0K
1,023
+65%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$81.0K
62
-82%
增持
ABT
ABBOTT LABS
+$80.0K
1,982
+18%
增持
TFC
TRUIST FINL CORP
+$79.0K
4,518
+43%
减持
ALGN
ALIGN TECHNOLOGY INC
-$79.0K
188
-38%
增持
TXN
TEXAS INSTRS INC
+$78.0K
1,790
+33%
增持
VTEB
VANGUARD MUN BD FDS
+$78.0K
1,516
+1566%
增持
V
VISA INC
+$76.0K
4,065
+13%
减持
GE
GENERAL ELECTRIC CO
-$74.0K
2,183
-20%
增持
SCHF
SCHWAB STRATEGIC TR
+$73.0K
3,952
+90%
建仓
JPIN
J P MORGAN EXCHANGE-TRADED F
+$72.0K
1,217
增持
SCZ
ISHARES TR
+$70.0K
1,874
+107%
减持
AMAT
APPLIED MATLS INC
+$70.0K
2,537
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$69.0K
4,216
+51%
增持
AMGN
AMGEN INC
+$66.0K
790
+50%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$64.0K
29,800
-13%
增持
ICSH
ISHARES TR
+$64.0K
1,393
+1071%
减持
ALB
ALBEMARLE CORP
-$62.0K
301
-50%
清仓
—
TRANSOCEAN LTD
-$62.0K
0
-100%
减持
IBB
ISHARES TR
-$62.0K
3,346
-6%
减持
PEP
PEPSICO INC
+$61.0K
7,396
-9%
减持
AVGO
BROADCOM INC
+$61.0K
423
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$60.0K
12,552
+15%
增持
NVO
NOVO-NORDISK A S
+$58.0K
2,301
+11%
增持
DHI
D R HORTON INC
+$58.0K
2,075
+4%
减持
BB
BLACKBERRY LTD
-$58.0K
304
-95%
增持
AMT
AMERICAN TOWER CORP NEW
+$57.0K
1,172
+9%
建仓
—
APTIV PLC
+$56.0K
342
减持
UE
URBAN EDGE PPTYS
-$56.0K
12
-100%
增持
MTUM
ISHARES TR
+$56.0K
1,438
+23%
建仓
IEFA
ISHARES TR
+$55.0K
735
增持
ISRG
INTUITIVE SURGICAL INC
+$55.0K
495
+299%
减持
IWM
ISHARES TR
-$54.0K
3,447
-8%
增持
IWD
ISHARES TR
+$54.0K
3,627
+2%
减持
GME
GAMESTOP CORP NEW
-$54.0K
41
-88%
减持
AMD
ADVANCED MICRO DEVICES INC
-$54.0K
1,048
-47%
减持
—
SIX FLAGS ENTMT CORP NEW
-$54.0K
176
-88%
减持
AXP
AMERICAN EXPRESS CO
-$53.0K
1,529
-15%
清仓
—
LUCID GROUP INC
-$53.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$53.0K
5,506
-8%
增持
INTU
INTUIT
+$53.0K
275
+20%
