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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 4
增持 2
减持 141
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$128.4M
275,984
-49%
减持
FNDX
SCHWAB STRATEGIC TR
-$85.3M
1,341,860
-49%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$34.6M
563,720
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。
-48%
减持
AAPL
APPLE INC
-$33.2M
162,459
-49%
减持
NVR
NVR INC
-$27.5M
6,133
-47%
减持
DGRW
WISDOMTREE TR
-$25.3M
430,670
-45%
减持
SNA
SNAP ON INC
-$21.6M
101,101
-50%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$19.0M
873
-100%
减持
MSFT
MICROSOFT CORP
-$17.0M
51,435
-47%
减持
IWB
ISHARES TR
-$16.4M
52,523
-52%
减持
TSLA
TESLA INC
-$16.0M
12,629
-44%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$11.1M
474,757
建仓
DFAX
DIMENSIONAL ETF TRUST
+$8.9M
414,980
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.9M
17,674
-47%
减持
SPY
SPDR S&P 500 ETF TR
-$6.6M
12,671
-50%
减持
SCHV
SCHWAB STRATEGIC TR
-$6.5M
76,629
-52%
清仓
—
ACCENTURE PLC IRELAND
-$6.1M
0
-100%
减持
—
EXXON MOBIL CORP
-$5.9M
72,660
-51%
增持
AMZN
AMAZON COM INC
-$5.2M
32,565
+1122%
减持
IVV
ISHARES TR
-$5.0M
9,744
-49%
减持
GOOG
ALPHABET INC
-$4.0M
1,201
-49%
减持
—
NIKOLA CORP
-$3.7M
220,867
-50%
增持
VTEB
VANGUARD MUN BD FDS
+$3.6M
73,183
+79447%
减持
GOOGL
ALPHABET INC
-$3.6M
1,180
-47%
减持
IJH
ISHARES TR
-$2.9M
8,796
-51%
减持
QQQ
INVESCO QQQ TR
-$2.4M
5,492
-50%
减持
JNJ
JOHNSON & JOHNSON
-$2.1M
13,742
-47%
减持
COST
COSTCO WHSL CORP NEW
-$2.1M
3,443
-48%
减持
HD
HOME DEPOT INC
-$2.0M
7,072
-46%
减持
IWF
ISHARES TR
-$1.7M
5,055
-51%
减持
DIS
DISNEY WALT CO
-$1.7M
12,209
-41%
建仓
—
SIGNET JEWELERS LIMITED
+$1.6M
30,000
减持
CSCO
CISCO SYS INC
-$1.4M
21,417
-49%
减持
PEP
PEPSICO INC
-$1.4M
9,360
-47%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
4,571
-40%
减持
SGOV
ISHARES TR
-$1.4M
10,720
-56%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
5,086
-50%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
11,289
-42%
减持
CL
COLGATE PALMOLIVE CO
-$1.3M
19,426
-48%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$1.3M
46,644
-50%
减持
PFE
PFIZER INC
-$1.2M
24,790
-49%
减持
ARKK
ARK ETF TR
-$1.2M
23,668
-28%
减持
INTC
INTEL CORP
-$1.2M
18,437
-51%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.2M
2,049
-50%
减持
BAC
BK OF AMERICA CORP
-$1.2M
23,422
-49%
减持
BA
BOEING CO
-$1.2M
4,875
-49%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$1.1M
18,468
-68%
减持
UNP
UNION PAC CORP
-$1.1M
3,255
-49%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$997.0K
22,828
-43%
减持
UNH
UNITEDHEALTH GROUP INC
-$994.0K
4,744
-29%
减持
V
VISA INC
-$975.0K
4,788
-45%
减持
MCD
MCDONALDS CORP
-$958.0K
4,299
-47%
减持
GD
GENERAL DYNAMICS CORP
-$951.0K
3,696
-50%
减持
MUB
ISHARES TR
-$910.0K
8,088
-50%
减持
IWR
ISHARES TR
-$896.0K
9,798
-50%
减持
VV
VANGUARD INDEX FDS
-$896.0K
3,666
-50%
减持
IVW
ISHARES TR
-$884.0K
9,572
-50%
减持
WMT
WALMART INC
-$883.0K
4,596
-53%
减持
META
META PLATFORMS INC
-$863.0K
3,690
-44%
减持
ORCL
ORACLE CORP
-$833.0K
9,350
-48%
减持
MAR
MARRIOTT INTL INC NEW
-$808.0K
4,258
-46%
减持
RY
ROYAL BK CDA
-$805.0K
6,666
-49%
减持
CMCSA
COMCAST CORP NEW
-$804.0K
13,730
-52%
清仓
—
PLAYA HOTELS & RESORTS NV
-$802.0K
0
-100%
减持
IVE
ISHARES TR
-$797.0K
4,576
-50%
减持
IWM
ISHARES TR
-$788.0K
3,401
-49%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$781.0K
12,305
-53%
减持
JPM
JPMORGAN CHASE & CO
-$774.0K
5,755
-45%
减持
CVX
CHEVRON CORP NEW
-$757.0K
4,868
-46%
减持
SDY
SPDR SER TR
-$747.0K
5,024
-52%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$738.0K
1,323
-46%
减持
DE
DEERE & CO
-$721.0K
1,417
-49%
减持
IWD
ISHARES TR
-$720.0K
3,339
-54%
减持
XLF
SELECT SECTOR SPDR TR
-$689.0K
15,230
-50%
减持
VNQ
VANGUARD INDEX FDS
-$682.0K
4,744
-54%
减持
CVS
CVS HEALTH CORP
-$649.0K
6,653
-47%
减持
—
BLACKROCK INC
-$645.0K
740
-48%
减持
DGRO
ISHARES TR
-$642.0K
10,839
-50%
减持
VZ
VERIZON COMMUNICATIONS INC
-$641.0K
12,135
-51%
减持
ABBV
ABBVIE INC
-$627.0K
3,992
-48%
减持
MRK
MERCK & CO INC
-$580.0K
9,678
-46%
减持
SBUX
STARBUCKS CORP
-$544.0K
6,406
-44%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$544.0K
4,505
-50%
减持
VUG
VANGUARD INDEX FDS
-$533.0K
1,175
-57%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$529.0K
31,965
-50%
减持
VXUS
VANGUARD STAR FDS
-$514.0K
7,309
-51%
减持
XLV
SELECT SECTOR SPDR TR
-$513.0K
3,529
-50%
减持
NKE
NIKE INC
-$505.0K
3,099
-49%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$482.0K
1,935
-50%
减持
IBB
ISHARES TR
-$481.0K
3,561
-48%
减持
LOW
LOWES COS INC
-$480.0K
2,762
-42%
减持
MA
MASTERCARD INCORPORATED
-$473.0K
2,804
-26%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$472.0K
553
-63%
减持
—
MEDTRONIC PLC
-$469.0K
2,457
-61%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$469.0K
6,194
-50%
减持
EGBN
EAGLE BANCORP INC MD
-$456.0K
9,631
-40%
减持
AMAT
APPLIED MATLS INC
-$445.0K
2,767
-48%
减持
LLY
LILLY ELI & CO
-$437.0K
1,038
-62%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$432.0K
3,757
-50%
减持
KLAC
KLA CORP
-$426.0K
1,082
-49%
减持
AXP
AMERICAN EXPRESS CO
-$426.0K
1,968
-47%
减持
DHR
DANAHER CORPORATION
-$417.0K
1,260
-50%
减持
XLE
SELECT SECTOR SPDR TR
-$414.0K
5,091
-50%
减持
CAT
CATERPILLAR INC
-$407.0K
1,710
-47%
减持
QCOM
QUALCOMM INC
-$395.0K
3,079
-40%
减持
MRSH
MARSH & MCLENNAN COS INC
-$384.0K
2,320
-47%
减持
NOC
NORTHROP GRUMMAN CORP
-$380.0K
942
-49%
建仓
PECO
PHILLIPS EDISON & CO INC
+$378.0K
11,326
减持
IJR
ISHARES TR
-$364.0K
4,175
-40%
减持
AVGO
BROADCOM INC
-$363.0K
687
-38%
减持
TXN
TEXAS INSTRS INC
-$353.0K
1,933
-45%
减持
NSC
NORFOLK SOUTHN CORP
-$350.0K
532
-68%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$342.0K
1,783
-50%
减持
SO
SOUTHERN CO
-$341.0K
4,882
-49%
减持
WFC
WELLS FARGO CO NEW
-$336.0K
5,564
-51%
减持
DVY
ISHARES TR
-$334.0K
2,413
-50%
减持
IJK
ISHARES TR
-$330.0K
3,636
-50%
减持
VXF
VANGUARD INDEX FDS
-$326.0K
1,645
-50%
减持
VTV
VANGUARD INDEX FDS
-$324.0K
2,036
-49%
减持
KO
COCA COLA CO
-$324.0K
7,548
-41%
减持
ELV
ELEVANCE HEALTH INC
-$324.0K
739
-47%
减持
EL
LAUDER ESTEE COS INC
-$319.0K
1,205
-48%
减持
MDLZ
MONDELEZ INTL INC
-$318.0K
5,554
-47%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$314.0K
3,598
-46%
减持
CMF
ISHARES TR
-$313.0K
5,223
-50%
减持
KXI
ISHARES TR
-$312.0K
4,700
-50%
减持
BX
BLACKSTONE INC
-$311.0K
2,132
-46%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$302.0K
1,230
-49%
减持
UPS
UNITED PARCEL SERVICE INC
-$302.0K
1,298
-48%
减持
TMFC
RBB FD INC
-$294.0K
6,729
-46%
减持
URI
UNITED RENTALS INC
-$288.0K
600
-51%
减持
TFC
TRUIST FINL CORP
-$285.0K
5,231
-44%
减持
SUB
ISHARES TR
-$283.0K
2,705
-50%
减持
GS
GOLDMAN SACHS GROUP INC
-$282.0K
867
-47%
减持
WPC
WP CAREY INC
-$281.0K
3,575
-50%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$279.0K
2,188
-50%
减持
NEE
NEXTERA ENERGY INC
-$276.0K
3,224
-48%
减持
SLB
SCHLUMBERGER LTD
-$275.0K
5,930
-50%
减持
—
BROOKFIELD ASSET MGMT INC
-$275.0K
3,918
-51%
减持
—
LABORATORY CORP AMER HLDGS
-$274.0K
921
-50%
清仓
—
EATON CORP PLC
-$274.0K
0
-100%
减持
FDX
FEDEX CORP
-$272.0K
1,733
-40%
减持
BKNG
BOOKING HOLDINGS INC
-$270.0K
98
-48%
减持
ABT
ABBOTT LABS
-$270.0K
2,238
-48%
减持
VGT
VANGUARD WORLD FDS
-$267.0K
529
-50%
减持
ITOT
ISHARES TR
-$263.0K
2,228
-50%
减持
IWO
ISHARES TR
-$262.0K
862
-50%
减持
VBR
VANGUARD INDEX FDS
-$258.0K
1,349
-48%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$257.0K
1,994
-51%
减持
PYPL
PAYPAL HLDGS INC
-$257.0K
1,568
-51%
