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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 30
减持 88
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$8.8M
289,531
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.8M
744,139
+10%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.8M
1,445,971
+4%
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
DFAC
DIMENSIONAL ETF TRUST
+$3.9M
903,408
+15%
减持
NVR
NVR INC
+$3.8M
5,764
-6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.4M
1,059,592
+9%
减持
AAPL
APPLE INC
+$3.2M
148,576
-9%
增持
DGRW
WISDOMTREE TR
+$2.5M
504,413
+5%
减持
MSFT
MICROSOFT CORP
+$2.2M
52,692
-3%
减持
TSLA
TESLA INC
+$2.0M
31,038
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
2,289
-50%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
134,957
-17%
减持
—
EXXON MOBIL CORP
-$1.0M
49,103
-15%
减持
J
JACOBS SOLUTIONS INC
-$911.0K
87
-99%
增持
IWB
ISHARES TR
+$745.8K
50,467
+0%
增持
ARKK
ARK ETF TR
+$566.8K
21,060
+133%
减持
JNJ
JOHNSON & JOHNSON
-$561.6K
12,552
-12%
减持
PG
PROCTER AND GAMBLE CO
-$523.9K
7,814
-30%
减持
NVDA
NVIDIA CORPORATION
+$515.8K
4,465
-10%
减持
MA
MASTERCARD INCORPORATED
-$502.6K
1,422
-52%
减持
AMZN
AMAZON COM INC
-$463.5K
24,581
-31%
增持
GOOG
ALPHABET INC
+$390.9K
24,852
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$388.4K
17,656
-7%
减持
PFE
PFIZER INC
-$380.3K
22,688
-11%
增持
META
META PLATFORMS INC
+$375.6K
4,018
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$358.5K
1,743
-70%
减持
LMT
LOCKHEED MARTIN CORP
-$352.9K
411
-63%
减持
GOOGL
ALPHABET INC
+$345.9K
24,119
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$344.8K
12,835
-0%
减持
DGRO
ISHARES TR
-$320.0K
3,771
-63%
减持
AMPY
AMPLIFY ENERGY CORP NEW
-$295.0K
36
-100%
建仓
—
LINDE PLC
+$271.2K
763
减持
AEP
AMERICAN ELEC PWR CO INC
-$259.6K
3,852
-40%
清仓
—
LINDE PLC
-$239.4K
0
-100%
减持
DIS
DISNEY WALT CO
-$225.6K
7,740
-33%
减持
—
NIKOLA CORP
-$211.2K
220,857
-0%
减持
NVO
NOVO-NORDISK A S
-$210.3K
1,193
-60%
清仓
—
MEDTRONIC PLC
-$210.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$210.1K
5,497
-26%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$208.8K
1,266
-52%
减持
NOC
NORTHROP GRUMMAN CORP
-$205.5K
765
-25%
减持
VBR
VANGUARD INDEX FDS
-$193.5K
2,671
-31%
减持
NFLX
NETFLIX INC
-$193.4K
1,301
-40%
减持
HD
HOME DEPOT INC
-$182.9K
7,023
-2%
清仓
IWY
ISHARES TR
-$179.3K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$170.9K
0
-100%
减持
CVS
CVS HEALTH CORP
-$166.7K
3,759
-21%
减持
CVX
CHEVRON CORP NEW
-$163.1K
3,733
-13%
减持
PEP
PEPSICO INC
-$161.5K
7,546
-11%
减持
—
BLACKROCK INC
-$156.3K
531
-26%
减持
COR
AMERISOURCEBERGEN CORP
-$154.2K
321
-74%
增持
IWF
ISHARES TR
+$150.5K
4,999
+0%
减持
BAC
BANK AMERICA CORP
-$150.4K
22,627
-6%
减持
EGBN
EAGLE BANCORP INC MD
-$149.8K
6,105
-24%
建仓
—
EATON CORP PLC
+$146.8K
857
增持
FULT
FULTON FINL CORP PA
+$139.1K
10,114
+25833%
减持
DHR
DANAHER CORPORATION
-$132.3K
1,459
-23%
清仓
IWX
ISHARES TR
-$131.3K
0
-100%
增持
MCD
MCDONALDS CORP
+$129.6K
3,997
+7%
减持
SCHW
SCHWAB CHARLES CORP
-$127.8K
2,314
-23%
减持
COST
COSTCO WHSL CORP NEW
+$124.6K
3,690
-1%
减持
RIO
RIO TINTO PLC
-$123.6K
610
-74%
增持
CRM
SALESFORCE INC
+$122.0K
1,194
+36%
减持
VXF
VANGUARD INDEX FDS
-$121.1K
692
-58%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$118.2K
3,501
增持
XLI
SELECT SECTOR SPDR TR
+$107.6K
4,377
+28%
增持
MPC
MARATHON PETE CORP
+$105.1K
5,531
+0%
清仓
ARKG
ARK ETF TR
-$104.3K
0
-100%
减持
SGOV
ISHARES TR
-$103.8K
4,265
-20%
清仓
TLT
ISHARES TR
-$99.7K
0
-100%
减持
CLH
CLEAN HARBORS INC
-$99.1K
127
-88%
减持
—
MARATHON OIL CORP
-$98.7K
1,355
-72%
减持
EFOR
ASGN INC
-$97.8K
15
-99%
减持
CI
THE CIGNA GROUP
-$95.8K
674
-17%
减持
IVV
ISHARES TR
-$94.6K
9,082
-9%
增持
V
VISA INC
+$93.3K
4,830
+1%
清仓
NOBL
PROSHARES TR
-$90.8K
0
-100%
减持
CSCO
CISCO SYS INC
+$90.2K
21,199
-1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$88.5K
1,079
增持
BXP
BOSTON PROPERTIES INC
+$81.8K
1,669
+1225%
减持
ABT
ABBOTT LABS
-$80.9K
2,313
-19%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$80.7K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$80.3K
6,036
-27%
增持
BKNG
BOOKING HOLDINGS INC
+$79.5K
109
+5%
增持
AMAT
APPLIED MATLS INC
+$79.2K
3,072
+0%
减持
—
WOLFSPEED INC
-$78.8K
47
-96%
增持
MS
MORGAN STANLEY
+$77.6K
2,104
+67%
减持
MRK
MERCK & CO INC
-$77.3K
10,121
-3%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$76.2K
3,622
减持
GD
GENERAL DYNAMICS CORP
-$76.0K
3,767
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$75.2K
2,441
+157%
清仓
—
TRANSOCEAN LTD
-$74.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$74.1K
12,258
-12%
清仓
KRBN
KRANESHARES TR
-$74.0K
0
-100%
减持
WELL
WELLTOWER INC
-$73.9K
973
-56%
减持
ALB
ALBEMARLE CORP
-$71.4K
210
-61%
减持
CL
COLGATE PALMOLIVE CO
-$71.4K
19,284
-0%
减持
ORCL
ORACLE CORP
+$70.9K
9,006
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$69.8K
4,659
-4%
减持
IJH
ISHARES TR
+$69.7K
8,606
-0%
建仓
SPTI
SPDR SER TR
+$68.2K
2,357
减持
OXY
OCCIDENTAL PETE CORP
-$67.4K
903
-54%
清仓
—
AMERICA MOVIL SAB DE CV
-$66.6K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC
+$66.6K
1,267
+15%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$65.5K
1,408
建仓
FNDF
SCHWAB STRATEGIC TR
+$64.0K
2,047
清仓
USAC
USA COMPRESSION PARTNERS LP
-$63.9K
0
-100%
清仓
ICSH
ISHARES TR
-$63.8K
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$62.8K
1,290
减持
NSC
NORFOLK SOUTHN CORP
-$61.8K
399
-33%
建仓
TLH
ISHARES TR
+$60.8K
531
减持
ARKQ
ARK ETF TR
-$60.7K
517
-76%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$59.8K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$59.7K
2,184
+4%
减持
—
CHUBB LIMITED
-$59.4K
672
-22%
减持
MDLZ
MONDELEZ INTL INC
-$58.3K
4,382
-20%
减持
SDY
SPDR SER TR
-$58.0K
4,612
-8%
减持
SHEL
SHELL PLC
-$57.2K
2,155
-32%
减持
SCHV
SCHWAB STRATEGIC TR
-$56.1K
74,471
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$55.6K
15,849
+1%
减持
HSIC
HENRY SCHEIN INC
-$55.4K
31
-96%
清仓
UWMC
UWM HOLDINGS CORPORATION
-$54.9K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$53.4K
1,376
+2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$53.2K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$53.1K
1,066
-17%
减持
IBB
ISHARES TR
-$52.8K
3,196
-10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$52.2K
806
+5%
增持
BA
BOEING CO
+$51.9K
1,991
+2%
减持
VXUS
VANGUARD STAR FDS
+$51.6K
18,690
-1%
减持
FISV
FISERV INC
-$51.0K
1,155
-36%
建仓
JMBS
JANUS DETROIT STR TR
+$50.6K
1,083
减持
TJX
TJX COS INC NEW
-$50.1K
3,069
-16%
减持
MMM
3M CO
-$48.9K
1,484
-13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$48.4K
2,562
-18%
减持
FDX
FEDEX CORP
+$48.3K
1,473
-12%
增持
UPS
UNITED PARCEL SERVICE INC
+$48.3K
1,452
+8%
减持
BX
BLACKSTONE INC
-$47.7K
1,239
-41%
清仓
—
CANADIAN PAC RY LTD
-$47.6K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$47.1K
1,124
减持
IEMG
ISHARES INC
-$47.1K
337
-75%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$45.6K
1,237
-11%
清仓
LOB
LIVE OAK BANCSHARES INC
-$45.3K
0
-100%
减持
CRL
CHARLES RIV LABS INTL INC
-$45.3K
24
-90%
减持
UE
URBAN EDGE PPTYS
-$45.1K
12
-100%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$44.2K
39
-85%
减持
PNC
PNC FINL SVCS GROUP INC
-$42.3K
290
-42%
减持
TFC
TRUIST FINL CORP
-$42.0K
4,561
-1%
建仓
DBND
DOUBLELINE ETF TRUST
+$41.9K
897
减持
VUG
VANGUARD INDEX FDS
-$41.9K
1,569
-23%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$41.5K
2,174
+1%
