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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 71
减持 62
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
-$4.6M
277,528
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.6M
659,354
+59%
增持
FNDX
SCHWAB STRATEGIC TR
-$3.4M
1,358,412
+1%
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
VTEB
VANGUARD MUN BD FDS
-$2.2M
29,901
-59%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.9M
583,771
+23%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.7M
595,722
+6%
清仓
—
SIGNET JEWELERS LIMITED
-$1.6M
0
-100%
增持
TSLA
TESLA INC
+$1.4M
37,343
+196%
增持
MSFT
MICROSOFT CORP
-$1.1M
52,165
+1%
减持
—
EXXON MOBIL CORP
-$554.0K
64,926
-11%
减持
SCHV
SCHWAB STRATEGIC TR
-$488.0K
73,400
-4%
减持
SNA
SNAP ON INC
+$436.0K
101,099
-0%
增持
VTI
VANGUARD INDEX FDS
+$426.0K
7,716
+52%
增持
AAPL
APPLE INC
+$360.0K
163,319
+1%
增持
AMZN
AMAZON COM INC
+$344.0K
33,654
+3%
减持
SGOV
ISHARES TR
-$339.0K
7,321
-32%
建仓
VANI
VIVANI MEDICAL INC
+$320.0K
140,385
增持
GOOGL
ALPHABET INC
-$295.0K
23,802
+1917%
增持
—
NIKOLA CORP
-$273.0K
220,897
+0%
增持
DGRW
WISDOMTREE TR
-$266.0K
452,894
+5%
增持
GOOG
ALPHABET INC
-$258.0K
24,642
+1952%
增持
IWB
ISHARES TR
-$234.0K
54,111
+3%
减持
PFE
PFIZER INC
-$224.0K
24,584
-1%
减持
JNJ
JOHNSON & JOHNSON
-$218.0K
13,593
-1%
减持
PG
PROCTER AND GAMBLE CO
-$206.0K
11,221
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$198.0K
12,829
+1%
减持
NVDA
NVIDIA CORPORATION
-$197.0K
4,087
-11%
增持
CL
COLGATE PALMOLIVE CO
-$186.0K
19,509
+0%
减持
T
AT&T INC
-$173.0K
9,154
-39%
增持
NFLX
NETFLIX INC
+$167.0K
2,149
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$156.0K
12,118
-0%
增持
INTC
INTEL CORP
-$150.0K
20,952
+14%
减持
FDX
FEDEX CORP
-$146.0K
1,661
-4%
清仓
SG
SWEETGREEN INC
-$143.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$139.0K
13,648
-1%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$132.0K
13,798
-25%
减持
PEP
PEPSICO INC
-$127.0K
8,778
-6%
减持
V
VISA INC
-$126.0K
4,601
-4%
减持
MA
MASTERCARD INCORPORATED
-$122.0K
2,682
-4%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$115.0K
11,740
-5%
增持
IVV
ISHARES TR
-$115.0K
9,979
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$104.0K
17,682
+0%
清仓
EFG
ISHARES TR
-$98.0K
0
-100%
增持
WMT
WALMART INC
+$98.0K
5,065
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$98.0K
22,918
+0%
减持
VNQ
VANGUARD INDEX FDS
-$97.0K
4,175
-12%
减持
IWM
ISHARES TR
-$94.0K
2,922
-14%
增持
PYPL
PAYPAL HLDGS INC
+$94.0K
2,373
+51%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$92.0K
0
-100%
减持
CRM
SALESFORCE INC
-$92.0K
990
-30%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$88.0K
4,612
+2%
减持
IJH
ISHARES TR
-$84.0K
8,692
-1%
减持
IJR
ISHARES TR
-$82.0K
3,484
-17%
减持
AMD
ADVANCED MICRO DEVICES INC
-$82.0K
2,851
-17%
增持
RIO
RIO TINTO PLC
+$79.0K
2,148
+239%
减持
DIS
DISNEY WALT CO
-$77.0K
11,395
-7%
减持
LMT
LOCKHEED MARTIN CORP
-$77.0K
1,123
-6%
建仓
KRBN
KRANESHARES TR
+$76.0K
2,030
清仓
BSV
VANGUARD BD INDEX FDS
-$75.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$75.0K
463
-16%
增持
ORCL
ORACLE CORP
-$73.0K
9,501
+2%
减持
CAT
CATERPILLAR INC
-$71.0K
1,435
-16%
增持
QQQ
INVESCO QQQ TR
-$70.0K
5,497
+0%
清仓
IEF
ISHARES TR
-$69.0K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$69.0K
474
减持
NKE
NIKE INC
-$67.0K
3,007
-3%
减持
SCHM
SCHWAB STRATEGIC TR
-$65.0K
201
-84%
增持
MCD
MCDONALDS CORP
-$65.0K
4,317
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$65.0K
3,427
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$64.0K
1,289
-3%
增持
DHR
DANAHER CORPORATION
+$64.0K
1,481
+18%
减持
GLD
SPDR GOLD TR
-$64.0K
953
-24%
增持
SBUX
STARBUCKS CORP
+$63.0K
6,551
+2%
增持
ABBV
ABBVIE INC
-$62.0K
4,091
+2%
增持
BA
BOEING CO
-$60.0K
5,012
+3%
增持
DE
DEERE & CO
+$60.0K
1,450
+2%
减持
QCOM
QUALCOMM INC
-$59.0K
2,956
-4%
减持
NOW
SERVICENOW INC
-$59.0K
180
-33%
增持
UNP
UNION PAC CORP
-$56.0K
3,275
+1%
增持
LOW
LOWES COS INC
+$54.0K
2,856
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$54.0K
7,056
-6%
减持
EL
LAUDER ESTEE COS INC
-$53.0K
1,176
-2%
增持
META
META PLATFORMS INC
-$53.0K
3,998
+8%
增持
CSCO
CISCO SYS INC
-$52.0K
21,522
+0%
减持
CVX
CHEVRON CORP NEW
-$51.0K
4,552
-6%
建仓
CXDO
CREXENDO INC
+$51.0K
21,134
清仓
SPTS
SPDR SER TR
-$51.0K
0
-100%
减持
MFC
MANULIFE FINL CORP
-$48.0K
1,166
-70%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$46.0K
1,327
+0%
减持
DGRO
ISHARES TR
-$45.0K
10,589
-2%
增持
WPC
WP CAREY INC
-$44.0K
3,616
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$43.0K
6,202
+0%
增持
KO
COCA COLA CO
-$43.0K
7,715
+2%
建仓
IUSB
ISHARES TR
+$43.0K
975
增持
CVS
CVS HEALTH CORP
+$42.0K
6,914
+4%
减持
MDLZ
MONDELEZ INTL INC
-$42.0K
5,519
-1%
增持
CWI
SPDR INDEX SHS FDS
+$41.0K
12,410
+33%
增持
—
BLACKROCK INC
-$40.0K
747
+1%
减持
SYY
SYSCO CORP
-$40.0K
888
-27%
减持
TFC
TRUIST FINL CORP
-$39.0K
4,805
-8%
增持
RY
ROYAL BK CDA
-$39.0K
6,732
+1%
减持
MMM
3M CO
-$39.0K
1,280
-8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$39.0K
1,242
+1%
减持
NVO
NOVO-NORDISK A S
-$38.0K
2,561
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$37.0K
1,609
+84%
建仓
—
UBS GROUP AG
+$37.0K
2,526
增持
SPTM
SPDR SER TR
+$36.0K
6,306
+21%
清仓
USMV
ISHARES TR
-$36.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$35.0K
1,686
-5%
减持
BDN
BRANDYWINE RLTY TR
-$35.0K
11,426
-2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$33.0K
135
-15%
减持
AMAT
APPLIED MATLS INC
-$33.0K
2,672
-3%
增持
MTB
M & T BK CORP
+$32.0K
1,438
+3%
减持
MUB
ISHARES TR
-$32.0K
8,068
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$32.0K
1,918
-4%
增持
SNOW
SNOWFLAKE INC
+$32.0K
253
+224%
增持
ALB
ALBEMARLE CORP
+$32.0K
519
+3%
增持
WFC
WELLS FARGO CO NEW
+$31.0K
6,190
+11%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$31.0K
720
+14%
增持
VUG
VANGUARD INDEX FDS
+$30.0K
1,365
+16%
增持
TGT
TARGET CORP
+$30.0K
883
+24%
减持
EW
EDWARDS LIFESCIENCES CORP
-$30.0K
1,267
-11%
减持
SNY
SANOFI
-$30.0K
475
-51%
增持
TJX
TJX COS INC NEW
+$30.0K
3,440
+4%
增持
WELL
WELLTOWER INC
-$30.0K
1,799
+2%
增持
NEE
NEXTERA ENERGY INC
+$29.0K
3,553
+10%
增持
COST
COSTCO WHSL CORP NEW
+$29.0K
3,554
+3%
减持
HAS
HASBRO INC
-$29.0K
1,417
-7%
建仓
—
APTIV PLC
+$28.0K
364
增持
MRK
MERCK & CO INC
-$28.0K
9,916
+2%
增持
NWL
NEWELL BRANDS INC
-$28.0K
7,041
+7%
减持
TFX
TELEFLEX INCORPORATED
-$27.0K
26
-80%
减持
WBD
WARNER BROS DISCOVERY INC
-$27.0K
2,271
-43%
减持
TLT
ISHARES TR
-$27.0K
1,916
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$27.0K
3,508
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$27.0K
2,700
+2%
增持
—
LABORATORY CORP AMER HLDGS
-$26.0K
927
+1%
增持
MPC
MARATHON PETE CORP
+$26.0K
1,311
+4%
增持
—
LINDE PLC
+$26.0K
539
+31%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$24.0K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$23.0K
805
-12%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$23.0K
2,428
+9%
减持
COF
CAPITAL ONE FINL CORP
-$23.0K
1,156
-7%
增持
GD
GENERAL DYNAMICS CORP
-$23.0K
3,745
+1%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$23.0K
8,429
+23%
减持
ES
EVERSOURCE ENERGY
-$23.0K
3,142
-1%
减持
OTEX
OPEN TEXT CORP
-$23.0K
415
-54%
清仓
—
SPRING VY ACQUISITION CORP
-$23.0K
0
-100%
增持
SYK
STRYKER CORPORATION
+$22.0K
799
+13%
减持
BIIB
BIOGEN INC
+$22.0K
359
-1%
