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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 53
减持 74
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$7.3M
285,253
-1%
增持
AAPL
APPLE INC
+$4.4M
148,775
+0%
减持
SNA
SNAP ON INC
+$4.2M
101,098
-0%
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
NVR
NVR INC
+$3.2M
5,564
-3%
减持
FNDX
SCHWAB STRATEGIC TR
+$3.0M
1,431,996
-1%
增持
MSFT
MICROSOFT CORP
+$2.9M
53,160
+1%
增持
DGRW
WISDOMTREE TR
+$2.5M
509,249
+1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.3M
10,432
+2042%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
1,133,493
+7%
增持
TSLA
TESLA INC
+$1.8M
31,371
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.7M
908,624
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.4M
756,366
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
15,234
+56%
增持
MRK
MERCK & CO INC
+$1.0M
18,045
+78%
增持
AMZN
AMAZON COM INC
+$870.5K
26,154
+6%
减持
IWB
ISHARES TR
+$673.7K
49,399
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$632.7K
13,281
+3%
减持
NVDA
NVIDIA CORPORATION
+$594.9K
4,338
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$560.5K
11,542
+351%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$494.2K
0
-100%
增持
PFE
PFIZER INC
+$492.8K
38,672
+70%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$486.5K
17,414
-1%
增持
GOOG
ALPHABET INC
+$479.2K
25,327
+2%
增持
JNJ
JOHNSON & JOHNSON
+$314.3K
13,653
+9%
减持
META
META PLATFORMS INC
+$291.2K
3,982
-1%
清仓
SUB
ISHARES TR
-$283.2K
0
-100%
减持
SBUX
STARBUCKS CORP
-$223.5K
4,015
-33%
减持
IVW
ISHARES TR
-$218.8K
5,572
-42%
减持
ABBV
ABBVIE INC
-$211.9K
4,066
-15%
增持
PG
PROCTER AND GAMBLE CO
+$206.6K
9,018
+15%
减持
ORCL
ORACLE CORP
+$206.5K
8,761
-3%
减持
SGOV
ISHARES TR
-$200.1K
2,274
-47%
建仓
TLT
ISHARES TR
+$193.3K
1,878
减持
FDX
FEDEX CORP
-$183.5K
618
-58%
减持
IWO
ISHARES TR
-$183.3K
28
-97%
增持
MCO
MOODYS CORP
+$176.3K
720
+198%
增持
LLY
LILLY ELI & CO
+$176.0K
1,213
+6%
减持
GOOGL
ALPHABET INC
+$170.9K
22,329
-7%
增持
MCD
MCDONALDS CORP
+$164.9K
4,298
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$147.0K
133,213
-1%
减持
AVGO
BROADCOM INC
+$146.4K
654
-0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$139.9K
1,217
+321%
增持
CI
THE CIGNA GROUP
+$135.9K
1,098
+63%
清仓
EWJ
ISHARES INC
-$132.8K
0
-100%
增持
EGBN
EAGLE BANCORP INC MD
+$130.7K
15,835
+159%
减持
SPYM
SPDR SER TR
-$128.8K
2,612
-53%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$127.2K
0
-100%
减持
UNP
UNION PAC CORP
-$126.0K
2,516
-21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$125.5K
5,502
+18%
减持
DIS
DISNEY WALT CO
-$124.8K
7,283
-6%
减持
COST
COSTCO WHSL CORP NEW
+$120.3K
3,629
-2%
减持
IVV
ISHARES TR
-$118.5K
8,110
-11%
增持
HD
HOME DEPOT INC
+$109.6K
7,025
+0%
增持
GE
GENERAL ELECTRIC CO
+$107.1K
3,699
+18%
增持
—
EXXON MOBIL CORP
-$102.8K
49,248
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$101.7K
1,930
-55%
减持
MPC
MARATHON PETE CORP
-$101.4K
5,526
-0%
减持
EL
LAUDER ESTEE COS INC
-$91.5K
1,203
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$90.8K
1,346
-2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$87.5K
10,368
-25%
增持
PH
PARKER-HANNIFIN CORP
+$86.3K
391
+98%
减持
TGT
TARGET CORP
-$85.0K
503
-45%
清仓
BBAX
J P MORGAN EXCHANGE TRADED F
-$84.3K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$83.4K
16,556
+4%
减持
WPC
WP CAREY INC
-$82.7K
2,962
-19%
增持
T
AT&T INC
+$81.7K
22,461
+56%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$81.6K
802
-0%
增持
INTC
INTEL CORP
+$79.2K
18,944
+12%
减持
UPS
UNITED PARCEL SERVICE INC
-$78.8K
1,132
-22%
减持
IWR
ISHARES TR
-$75.5K
8,473
-15%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$74.9K
1,351
+320%
建仓
—
JOHNSON CTLS INTL PLC
+$74.3K
1,090
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$72.9K
7,786
+29%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$72.6K
1,176
减持
MTB
M & T BK CORP
-$72.0K
826
-43%
减持
QCOM
QUALCOMM INC
-$69.5K
1,543
-22%
清仓
SPTI
SPDR SER TR
-$68.2K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$65.5K
0
-100%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$65.1K
9,020
-11%
减持
PEP
PEPSICO INC
-$64.4K
7,079
-6%
减持
—
APTIV PLC
-$63.4K
523
-50%
减持
GD
GENERAL DYNAMICS CORP
-$62.8K
3,704
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$62.7K
3,487
+0%
增持
ABT
ABBOTT LABS
+$62.5K
2,722
+18%
减持
VV
VANGUARD INDEX FDS
+$62.1K
4,363
-1%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$62.1K
890
清仓
TLH
ISHARES TR
-$60.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$60.7K
6,762
-5%
减持
PYPL
PAYPAL HLDGS INC
-$58.9K
1,031
-39%
增持
ISRG
INTUITIVE SURGICAL INC
+$58.7K
661
+1%
减持
LOW
LOWES COS INC
+$57.9K
3,010
-3%
增持
VUG
VANGUARD INDEX FDS
+$56.9K
1,584
+1%
减持
AMAT
APPLIED MATLS INC
+$55.6K
2,995
-3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$55.5K
2,516
+0%
减持
CWI
SPDR INDEX SHS FDS
-$54.2K
10,861
-17%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$53.6K
663
减持
SCHX
SCHWAB STRATEGIC TR
-$53.4K
1,234
-49%
减持
AMGN
AMGEN INC
-$53.1K
693
-19%
减持
FNDA
SCHWAB STRATEGIC TR
-$52.4K
205
-84%
减持
NKE
NIKE INC
-$52.2K
3,214
-3%
减持
IWM
ISHARES TR
-$52.0K
2,508
-14%
增持
DHI
D R HORTON INC
+$51.9K
2,107
+1%
减持
FNDF
SCHWAB STRATEGIC TR
-$51.7K
380
-81%
减持
SCHF
SCHWAB STRATEGIC TR
-$51.4K
1,940
-44%
清仓
JMBS
JANUS DETROIT STR TR
-$50.6K
0
-100%
减持
DHR
DANAHER CORPORATION
-$50.0K
1,324
-9%
减持
CVS
CVS HEALTH CORP
-$47.4K
3,356
-11%
增持
MA
MASTERCARD INCORPORATED
+$46.8K
1,433
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$46.1K
11,578
-6%
增持
CSX
CSX CORP
+$46.0K
9,122
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$44.7K
3,567
-11%
增持
GEN
GEN DIGITAL INC
+$44.4K
2,856
+472%
增持
PHM
PULTE GROUP INC
+$44.1K
2,220
+1%
减持
V
VISA INC
+$43.8K
4,770
-1%
减持
ES
EVERSOURCE ENERGY
-$43.5K
2,607
-11%
减持
SO
SOUTHERN CO
-$43.4K
4,082
-14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$42.0K
2,462
+1%
减持
IWF
ISHARES TR
+$42.0K
4,591
-8%
清仓
DBND
DOUBLELINE ETF TRUST
-$41.9K
0
-100%
增持
F
FORD MTR CO DEL
+$41.8K
8,653
+22%
建仓
—
THOMSON REUTERS CORP.
+$41.8K
310
减持
MDLZ
MONDELEZ INTL INC
-$41.8K
3,616
-17%
清仓
—
THOMSON REUTERS CORP.
-$41.4K
0
-100%
减持
WMT
WALMART INC
+$41.2K
4,461
-0%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$40.5K
46,673
+0%
减持
NFLX
NETFLIX INC
+$40.4K
1,112
-15%
减持
VLO
VALERO ENERGY CORP
-$38.2K
788
-16%
减持
STZ
CONSTELLATION BRANDS INC
-$38.1K
151
-55%
增持
SPGI
S&P GLOBAL INC
+$37.6K
406
+12%
增持
—
NIKOLA CORP
+$37.6K
220,876
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$36.4K
246
-78%
清仓
CAJPY
CANON INC
-$34.8K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$34.6K
1,352
-22%
减持
NTR
NUTRIEN LTD
-$34.3K
1,357
-12%
增持
HPQ
HP INC
+$34.2K
3,065
+50%
减持
DG
DOLLAR GEN CORP NEW
-$33.8K
236
-33%
增持
SHW
SHERWIN WILLIAMS CO
+$32.3K
649
+4%
减持
QQQ
INVESCO QQQ TR
-$32.2K
4,688
-15%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$32.2K
0
-100%
增持
VTRS
VIATRIS INC
+$32.0K
5,152
+156%
清仓
SCHR
SCHWAB STRATEGIC TR
-$31.9K
0
-100%
清仓
SPBO
SPDR SER TR
-$31.9K
0
-100%
减持
DOV
DOVER CORP
-$30.9K
225
-47%
清仓
JAAA
JANUS DETROIT STR TR
-$30.4K
0
-100%
减持
KLAC
KLA CORP
-$30.3K
856
-23%
增持
DUK
DUKE ENERGY CORP NEW
+$30.0K
1,715
+34%
减持
CL
COLGATE PALMOLIVE CO
+$29.9K
19,199
-0%
增持
COR
AMERISOURCEBERGEN CORP
+$29.8K
422
+31%
清仓
SCHP
SCHWAB STRATEGIC TR
-$29.8K
0
-100%
减持
JKHY
HENRY JACK & ASSOC INC
-$29.7K
36
-85%
