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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 101
减持 34
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FNDX
SCHWAB STRATEGIC TR
+$9.7M
1,396,378
+3%
增持
VOO
VANGUARD INDEX FDS
+$9.0M
284,966
+3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$8.6M
974,195
+48%
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
VEU
VANGUARD INTL EQUITY INDEX F
+$7.5M
676,974
+14%
增持
VTEB
VANGUARD MUN BD FDS
+$6.6M
161,650
+441%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.1M
786,170
+35%
减持
TSLA
TESLA INC
-$5.4M
36,430
-2%
增持
DGRW
WISDOMTREE TR
+$4.6M
480,317
+6%
增持
AAPL
APPLE INC
-$1.3M
163,621
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
18,906
+7%
增持
J
JACOBS SOLUTIONS INC
+$912.2K
7,672
+9372%
增持
MSFT
MICROSOFT CORP
+$819.8K
54,077
+4%
增持
AMZN
AMAZON COM INC
-$800.5K
35,744
+6%
减持
—
EXXON MOBIL CORP
+$739.1K
58,097
-11%
减持
ARKK
ARK ETF TR
-$675.2K
9,052
-64%
增持
VXUS
VANGUARD STAR FDS
+$645.3K
18,953
+159%
增持
SCHV
SCHWAB STRATEGIC TR
+$644.9K
74,824
+2%
增持
VTI
VANGUARD INDEX FDS
+$594.2K
10,352
+34%
增持
MPC
MARATHON PETE CORP
+$510.6K
5,504
+320%
增持
QQQ
INVESCO QQQ TR
+$505.1K
7,414
+35%
增持
VBR
VANGUARD INDEX FDS
+$424.5K
3,889
+188%
增持
SPY
SPDR S&P 500 ETF TR
+$327.7K
12,838
+0%
增持
HD
HOME DEPOT INC
+$324.5K
7,141
+2%
建仓
SPDW
SPDR INDEX SHS FDS
+$318.1K
10,713
增持
TRV
TRAVELERS COMPANIES INC
+$311.3K
2,028
+348%
增持
AEP
AMERICAN ELEC PWR CO INC
+$307.0K
6,425
+83%
增持
MRK
MERCK & CO INC
+$300.1K
10,402
+5%
增持
—
NIKOLA CORP
-$299.6K
221,483
+0%
增持
JNJ
JOHNSON & JOHNSON
+$286.2K
14,193
+4%
增持
JPM
JPMORGAN CHASE & CO
+$280.5K
6,864
+12%
减持
PG
PROCTER AND GAMBLE CO
+$268.7K
11,122
-1%
增持
NEE
NEXTERA ENERGY INC
+$263.3K
6,487
+83%
增持
MA
MASTERCARD INCORPORATED
+$257.4K
2,932
+9%
减持
IVV
ISHARES TR
+$248.9K
9,963
-0%
增持
SPYM
SPDR SER TR
+$247.5K
5,502
+275000%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$244.8K
2,659
+126%
减持
BA
BOEING CO
-$235.9K
1,948
-61%
增持
PFE
PFIZER INC
+$230.0K
25,488
+4%
增持
NVDA
NVIDIA CORPORATION
+$228.5K
4,958
+21%
增持
VV
VANGUARD INDEX FDS
+$216.6K
4,688
+28%
减持
CVS
CVS HEALTH CORP
-$213.0K
4,786
-31%
增持
CSX
CSX CORP
+$212.4K
8,793
+288%
增持
ABBV
ABBVIE INC
+$207.6K
4,682
+14%
减持
SGOV
ISHARES TR
-$201.3K
5,320
-27%
减持
ORCL
ORACLE CORP
+$186.0K
9,371
-1%
建仓
IWY
ISHARES TR
+$179.3K
1,488
增持
V
VISA INC
+$178.7K
4,793
+4%
减持
IJH
ISHARES TR
+$177.2K
8,612
-1%
增持
CMCSA
COMCAST CORP NEW
+$176.8K
16,493
+21%
增持
GOOG
ALPHABET INC
-$175.3K
24,723
+0%
增持
CAT
CATERPILLAR INC
+$175.1K
1,712
+19%
增持
APD
AIR PRODS & CHEMS INC
+$173.8K
995
+75%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$172.7K
15,732
-31%
建仓
VOE
VANGUARD INDEX FDS
+$170.9K
1,264
增持
VTV
VANGUARD INDEX FDS
+$168.9K
3,005
+47%
清仓
—
BROOKFIELD ASSET MGMT INC
-$164.0K
0
-100%
清仓
—
AON PLC
-$164.0K
0
-100%
增持
DE
DEERE & CO
+$163.0K
1,509
+4%
增持
RPM
RPM INTL INC
+$157.1K
1,622
+8911%
减持
CSCO
CISCO SYS INC
+$157.0K
21,369
-1%
增持
RSG
REPUBLIC SVCS INC
+$156.8K
1,456
+544%
减持
CL
COLGATE PALMOLIVE CO
+$149.6K
19,299
-1%
增持
NVO
NOVO-NORDISK A S
+$145.2K
2,957
+15%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$144.8K
5,360
增持
PAYX
PAYCHEX INC
+$142.0K
1,999
+151%
增持
VUG
VANGUARD INDEX FDS
+$141.2K
2,033
+49%
增持
GD
GENERAL DYNAMICS CORP
+$140.6K
3,771
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$140.3K
3,414
+45%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$137.0K
0
-100%
增持
NFLX
NETFLIX INC
+$136.8K
2,180
+1%
增持
AVGO
BROADCOM INC
+$134.2K
809
+13%
增持
NKE
NIKE INC
+$133.4K
3,277
+9%
增持
XLE
SELECT SECTOR SPDR TR
+$132.9K
5,749
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$132.6K
4,831
+5%
减持
FRST
PRIMIS FINANCIAL CORP
-$132.4K
49
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$131.5K
768
+66%
建仓
IWX
ISHARES TR
+$131.3K
2,021
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$126.8K
1,904
增持
GOOGL
ALPHABET INC
-$121.0K
24,436
+3%
减持
CVX
CHEVRON CORP NEW
+$118.2K
4,302
-5%
减持
EDOW
FIRST TR EXCHANGE TRADED FD
-$117.9K
3,159
-63%
增持
DHR
DANAHER CORPORATION
+$117.1K
1,884
+27%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$116.3K
3,937
+15%
建仓
BN
BROOKFIELD CORP
+$115.6K
3,674
增持
T
AT&T INC
+$114.3K
13,811
+51%
增持
LMT
LOCKHEED MARTIN CORP
+$113.2K
1,125
+0%
增持
—
MARATHON OIL CORP
+$110.2K
4,846
+428%
增持
PLD
PROLOGIS INC.
+$108.8K
1,772
+97%
增持
NOC
NORTHROP GRUMMAN CORP
+$106.7K
1,024
+7%
减持
SLB
SCHLUMBERGER LTD
-$106.4K
2,012
-66%
减持
PEP
PEPSICO INC
+$104.2K
8,509
-3%
增持
CLH
CLEAN HARBORS INC
+$103.2K
1,027
+709%
增持
IEFA
ISHARES TR
+$101.4K
2,278
+210%
减持
—
BLACKROCK INC
+$100.6K
722
-3%
减持
TLT
ISHARES TR
-$96.3K
1,001
-48%
增持
—
LINDE PLC
+$94.4K
734
+36%
减持
SBUX
STARBUCKS CORP
+$94.1K
6,513
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$94.0K
8,663
+79%
增持
VZ
VERIZON COMMUNICATIONS INC
+$90.7K
13,978
+15%
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$88.3K
1,894
减持
QCOM
QUALCOMM INC
-$85.9K
2,257
-24%
增持
KO
COCA COLA CO
+$85.5K
8,136
+5%
减持
PYPL
PAYPAL HLDGS INC
-$84.1K
1,683
-29%
增持
LOW
LOWES COS INC
+$81.4K
3,099
+9%
增持
ITW
ILLINOIS TOOL WKS INC
+$80.9K
1,098
+24%
增持
FISV
FISERV INC
+$80.5K
1,796
+67%
增持
AMAT
APPLIED MATLS INC
+$79.1K
3,061
+15%
清仓
—
ROYAL CARIBBEAN GROUP
-$79.0K
0
-100%
增持
ABT
ABBOTT LABS
+$78.0K
2,870
+17%
减持
EGBN
EAGLE BANCORP INC MD
-$77.9K
8,035
-17%
增持
TJX
TJX COS INC NEW
+$76.6K
3,650
+6%
增持
BAC
BANK AMERICA CORP
+$75.5K
24,079
+1%
减持
KLAC
KLA CORP
+$75.4K
1,107
-2%
增持
—
CHUBB LIMITED
+$74.9K
861
+36%
增持
GILD
GILEAD SCIENCES INC
+$74.5K
2,545
+9%
增持
DIS
DISNEY WALT CO
-$74.4K
11,518
+1%
增持
GE
GENERAL ELECTRIC CO
+$74.1K
3,284
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$73.7K
969
+10%
减持
TROW
PRICE T ROWE GROUP INC
-$72.6K
361
-66%
增持
EL
LAUDER ESTEE COS INC
+$69.8K
1,305
+11%
增持
SYK
STRYKER CORPORATION
+$69.5K
947
+19%
清仓
—
TRANE TECHNOLOGIES PLC
-$69.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$68.9K
914
+20%
增持
LLY
LILLY ELI & CO
+$67.9K
1,145
+5%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$67.7K
2,436
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$67.1K
8,315
+18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$66.7K
1,343
+1%
减持
META
META PLATFORMS INC
-$66.1K
3,955
-1%
减持
MTN
VAIL RESORTS INC
-$65.3K
7
-98%
增持
—
APTIV PLC
+$64.0K
988
+171%
增持
MMM
3M CO
+$63.8K
1,708
+33%
增持
IWR
ISHARES TR
+$62.9K
9,962
+2%
增持
STZ
CONSTELLATION BRANDS INC
+$62.9K
431
+168%
减持
MDLZ
MONDELEZ INTL INC
+$60.8K
5,458
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$59.8K
15,256
+0%
减持
IWB
ISHARES TR
-$57.0K
50,451
-7%
增持
XLV
SELECT SECTOR SPDR TR
+$55.9K
3,555
+1%
增持
URI
UNITED RENTALS INC
+$55.4K
620
+2%
减持
MTB
M & T BK CORP
-$55.2K
1,370
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$55.0K
2,991
+11%
减持
—
LUCID GROUP INC
-$54.2K
4,504
-26%
增持
MAR
MARRIOTT INTL INC NEW
+$54.0K
4,151
+3%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$53.2K
2,590
增持
SAP
SAP SE
+$51.2K
1,126
+40%
增持
MRSH
MARSH & MCLENNAN COS INC
+$49.8K
2,519
+3%
增持
BP
BP PLC
+$49.6K
7,116
+2%
减持
SPTM
SPDR SER TR
-$49.2K
4,838
-23%
增持
ELV
ELEVANCE HEALTH INC
+$49.1K
776
+1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$48.8K
252
-49%
增持
CWI
SPDR INDEX SHS FDS
+$48.7K
12,955
+4%
