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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 6
增持 140
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$102.6M
539,939
+94%
增持
FNDX
SCHWAB STRATEGIC TR
+$77.0M
2,626,242
+101%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$31.3M
1,090,434
+112%
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。
增持
AAPL
APPLE INC
+$29.4M
317,233
+117%
增持
DGRW
WISDOMTREE TR
+$29.3M
784,298
+151%
增持
TSLA
TESLA INC
+$21.1M
22,746
+607%
增持
SNA
SNAP ON INC
+$19.8M
202,197
+100%
增持
NVR
NVR INC
+$15.8M
11,654
+90%
增持
MSFT
MICROSOFT CORP
+$13.5M
97,825
+97%
增持
IWB
ISHARES TR
+$12.8M
109,406
+99%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$9.4M
378,486
+99%
清仓
—
TESLA INC
-$8.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$7.8M
147,169
+107%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
33,275
+111%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.4M
158,306
+97%
增持
AMZN
AMAZON COM INC
+$5.4M
2,664
+167%
增持
SPY
SPDR S&P 500 ETF TR
+$5.3M
25,242
+97%
增持
IVV
ISHARES TR
+$5.0M
19,142
+148%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$3.9M
0
-100%
增持
GOOG
ALPHABET INC
+$3.3M
2,374
+106%
增持
GOOGL
ALPHABET INC
+$3.1M
2,208
+111%
增持
—
ACCENTURE PLC IRELAND
+$3.0M
17,945
+145%
增持
—
NIKOLA CORP
+$2.6M
443,724
+100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
6,729
+241%
增持
JNJ
JOHNSON & JOHNSON
+$2.4M
25,833
+106%
增持
IJH
ISHARES TR
+$2.3M
18,086
+100%
增持
ARKK
ARK ETF TR
+$2.0M
32,915
+1267%
增持
COST
COSTCO WHSL CORP NEW
+$2.0M
6,568
+104%
增持
QQQ
INVESCO QQQ TR
+$1.8M
10,982
+99%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
19,368
+167%
增持
PEP
PEPSICO INC
+$1.7M
17,734
+140%
增持
DIS
DISNEY WALT CO
+$1.7M
20,655
+177%
增持
IWR
ISHARES TR
+$1.4M
19,596
+1302%
增持
HD
HOME DEPOT INC
+$1.4M
13,108
+114%
增持
IWF
ISHARES TR
+$1.3M
10,276
+100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.3M
40,156
+218%
增持
CL
COLGATE PALMOLIVE CO
+$1.3M
37,678
+100%
增持
SGOV
ISHARES TR
+$1.2M
24,300
+100%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
10,123
+118%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
7,632
+135%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
增持
V
VISA INC
+$1.0M
8,646
+113%
增持
CSCO
CISCO SYS INC
+$1.0M
42,112
+102%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
3,798
+298%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
7,335
+102%
增持
PFE
PFIZER INC
+$1.0M
49,047
+89%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$1.0M
93,288
+100%
增持
UNP
UNION PAC CORP
+$999.0K
6,439
+113%
增持
MCD
MCDONALDS CORP
+$949.0K
8,165
+105%
增持
CVX
CHEVRON CORP NEW
+$934.0K
8,984
+100%
增持
INTC
INTEL CORP
+$924.0K
37,934
+104%
增持
BAC
BK OF AMERICA CORP
+$893.0K
45,716
+105%
增持
MAR
MARRIOTT INTL INC NEW
+$891.0K
7,893
+163%
增持
WMT
WALMART INC
+$870.0K
9,682
+145%
增持
BA
BOEING CO
+$863.0K
9,514
+100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$842.0K
4,098
+82%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$838.0K
57,120
+92%
增持
MUB
ISHARES TR
+$832.0K
16,136
+100%
增持
MRK
MERCK & CO. INC
+$830.0K
17,811
+116%
建仓
—
PLAYA HOTELS & RESORTS NV
+$802.0K
92,790
增持
RY
ROYAL BK CDA
+$762.0K
13,148
+103%
增持
ABBV
ABBVIE INC
+$752.0K
7,639
+113%
增持
VV
VANGUARD INDEX FDS
+$718.0K
7,332
+100%
增持
IVE
ISHARES TR
+$709.0K
9,152
+100%
增持
ORCL
ORACLE CORP
+$694.0K
17,969
+98%
增持
CVS
CVS HEALTH CORP
+$684.0K
12,510
+122%
增持
SDY
SPDR SER TR
+$681.0K
10,490
+105%
增持
DE
DEERE & CO
+$679.0K
2,757
+103%
增持
IVW
ISHARES TR
+$661.0K
19,144
+100%
增持
CMCSA
COMCAST CORP NEW
+$655.0K
28,684
+110%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$653.0K
2,467
+105%
增持
VZ
VERIZON COMMUNICATIONS INC
+$605.0K
24,664
+96%
增持
IWM
ISHARES TR
+$597.0K
6,644
+93%
增持
IWD
ISHARES TR
+$595.0K
7,254
+100%
增持
VUG
VANGUARD INDEX FDS
+$578.0K
2,763
+308%
增持
KXI
ISHARES TR
+$574.0K
9,400
+5965%
增持
XLF
SELECT SECTOR SPDR TR
+$573.0K
30,470
+100%
增持
JPM
JPMORGAN CHASE & CO
+$566.0K
10,429
+93%
增持
DGRO
ISHARES TR
+$548.0K
21,678
+98%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$543.0K
9,073
+90%
增持
MDLZ
MONDELEZ INTL INC
+$533.0K
10,558
+439%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$523.0K
63,930
+100%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$515.0K
26,303
+91%
增持
VTV
VANGUARD INDEX FDS
+$508.0K
4,010
+606%
增持
LMT
LOCKHEED MARTIN CORP
+$501.0K
1,323
+465%
增持
XLE
SELECT SECTOR SPDR TR
+$495.0K
10,183
+100%
增持
CAT
CATERPILLAR INC
+$486.0K
3,200
+191%
增持
VNQ
VANGUARD INDEX FDS
+$480.0K
10,278
+88%
增持
NOC
NORTHROP GRUMMAN CORP
+$477.0K
1,859
+103%
增持
XLV
SELECT SECTOR SPDR TR
+$469.0K
7,058
+100%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$450.0K
12,310
+100%
增持
AXP
AMERICAN EXPRESS CO
+$449.0K
3,737
+144%
增持
—
BLACKROCK INC
+$445.0K
1,434
+102%
增持
KO
COCA COLA CO
+$440.0K
12,882
+113%
增持
LLY
LILLY ELI & CO
+$426.0K
2,706
+115%
增持
DHR
DANAHER CORPORATION
+$424.0K
2,511
+165%
增持
VXUS
VANGUARD STAR FDS
+$419.0K
14,919
+101%
增持
AVGO
BROADCOM INC
+$416.0K
1,108
+162%
增持
SBUX
STARBUCKS CORP
+$401.0K
11,363
+110%
建仓
SPTM
SPDR SER TR
+$394.0K
7,088
增持
IBB
ISHARES TR
+$389.0K
6,907
+106%
增持
EGBN
EAGLE BANCORP INC MD
+$384.0K
16,010
+77%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$384.0K
1,480
+189%
增持
—
MEDTRONIC PLC
+$380.0K
6,223
+108%
增持
SO
SOUTHERN CO
+$377.0K
9,499
+109%
建仓
EDOW
FIRST TR EXCHANGE TRADED FD
+$375.0K
12,120
增持
MRSH
MARSH & MCLENNAN COS INC
+$371.0K
4,364
+103%
增持
AMD
ADVANCED MICRO DEVICES INC
+$369.0K
4,757
+354%
增持
IJR
ISHARES TR
+$356.0K
6,954
+102%
增持
META
FACEBOOK INC
+$355.0K
6,560
+100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$355.0K
4,545
+311%
增持
QCOM
QUALCOMM INC
+$351.0K
5,155
+116%
增持
NSC
NORFOLK SOUTHN CORP
+$349.0K
1,652
+304%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$349.0K
6,656
+84%
增持
LOW
LOWES COS INC
+$346.0K
4,762
+100%
增持
ELV
ANTHEM INC
+$344.0K
1,387
+91%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$341.0K
2,410
+99%
建仓
BND
VANGUARD BD INDEX FDS
+$331.0K
4,153
增持
NKE
NIKE INC
+$330.0K
6,110
+107%
增持
T
AT&T INC
+$329.0K
23,207
+160%
增持
DVY
ISHARES TR
+$322.0K
4,826
+100%
增持
KLAC
KLA CORP
+$321.0K
2,106
+101%
增持
SLB
SCHLUMBERGER LTD
+$315.0K
11,799
+105%
增持
TXN
TEXAS INSTRS INC
+$313.0K
3,544
+98%
增持
FDX
FEDEX CORP
+$312.0K
2,875
+110%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$304.0K
3,544
+101%
增持
WFC
WELLS FARGO CO NEW
+$302.0K
11,412
+117%
增持
UPS
UNITED PARCEL SERVICE INC
+$301.0K
2,516
+126%
增持
AMAT
APPLIED MATLS INC
+$298.0K
5,292
+109%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$290.0K
3,870
+100%
建仓
CWI
SPDR INDEX SHS FDS
+$290.0K
10,555
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$288.0K
7,514
+100%
增持
NVO
NOVO-NORDISK A S
+$286.0K
4,900
+113%
增持
BX
BLACKSTONE GROUP INC
+$285.0K
3,976
+134%
增持
WPC
WP CAREY INC
+$277.0K
7,142
+95%
增持
SUB
ISHARES TR
+$276.0K
5,410
+100%
增持
TFC
TRUIST FINL CORP
+$268.0K
9,394
+108%
增持
BHP
BHP GROUP LTD
+$251.0K
4,574
+167%
增持
TMFC
RBB FD INC
+$246.0K
12,421
+109%
增持
VXF
VANGUARD INDEX FDS
+$245.0K
3,270
+101%
增持
SCHD
SCHWAB STRATEGIC TR
+$242.0K
3,442
+833%
增持
BDX
BECTON DICKINSON & CO
+$241.0K
1,624
+114%
增持
NEE
NEXTERA ENERGY INC
+$239.0K
6,200
+101%
增持
GS
GOLDMAN SACHS GROUP INC
+$237.0K
1,636
+107%
增持
IJK
ISHARES TR
+$235.0K
7,272
+89%
增持
SYK
STRYKER CORPORATION
+$234.0K
1,398
+167%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$234.0K
2,910
增持
ABT
ABBOTT LABS
+$234.0K
4,330
+118%
增持
VBR
VANGUARD INDEX FDS
+$233.0K
2,618
+106%
清仓
—
RLJ LODGING TR
-$232.0K
0
-100%
