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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 18
增持 89
减持 35
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
NVR
NVR INC
-$3.3M
5,364
-4%
增持
VOO
VANGUARD INDEX FDS
-$2.5M
289,573
+2%
增持
AMZN
AMAZON COM INC
+$1.6M
39,389
+51%
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
FNDX
SCHWAB STRATEGIC TR
-$1.6M
1,444,951
+1%
增持
DGRW
WISDOMTREE TR
+$1.5M
558,178
+10%
增持
—
EXXON MOBIL CORP
+$1.2M
55,526
+13%
增持
TSLA
TESLA INC
+$1.2M
37,620
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
4,435
+99%
增持
MSFT
MICROSOFT CORP
-$984.4K
54,216
+2%
增持
AAPL
APPLE INC
-$966.3K
162,909
+10%
清仓
MUB
ISHARES TR
-$861.1K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$728.6K
123,937
-7%
减持
IWB
ISHARES TR
-$653.7K
48,473
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$639.1K
18,776
+8%
增持
MA
MASTERCARD INCORPORATED
+$637.4K
3,034
+112%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$589.5K
2,561
-78%
增持
GOOGL
ALPHABET INC
+$535.6K
24,518
+10%
增持
NVDA
NVIDIA CORPORATION
+$502.9K
5,375
+24%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$494.3K
8,332
-20%
增持
PG
PROCTER AND GAMBLE CO
+$488.8K
12,733
+41%
增持
IVV
ISHARES TR
+$392.8K
9,332
+15%
增持
NVO
NOVO-NORDISK A S
+$370.2K
5,840
+488%
增持
MAR
MARRIOTT INTL INC NEW
+$325.6K
4,915
+41%
增持
DFAX
DIMENSIONAL ETF TRUST
+$315.3K
1,187,256
+5%
清仓
CMF
ISHARES TR
-$297.4K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$293.7K
1,153
+199%
增持
GOOG
ALPHABET INC
+$292.4K
25,455
+1%
增持
DIS
DISNEY WALT CO
+$282.5K
11,509
+58%
增持
FDX
FEDEX CORP
+$267.0K
1,586
+157%
增持
AMPY
AMPLIFY ENERGY CORP NEW
+$246.7K
33,657
+33557%
增持
SBUX
STARBUCKS CORP
+$243.9K
7,029
+75%
增持
QQQ
INVESCO QQQ TR
+$237.8K
5,498
+17%
清仓
SGOV
ISHARES TR
-$228.8K
0
-100%
增持
MRK
MERCK & CO INC
-$218.1K
18,107
+0%
减持
NEE
NEXTERA ENERGY INC
-$191.0K
6,086
-16%
减持
MPC
MARATHON PETE CORP
+$190.9K
5,519
-0%
增持
IWO
ISHARES TR
+$181.4K
839
+2896%
增持
INTC
INTEL CORP
+$172.4K
22,669
+20%
增持
COST
COSTCO WHSL CORP NEW
+$170.9K
3,760
+4%
增持
SCHV
SCHWAB STRATEGIC TR
-$170.0K
73,276
+0%
建仓
—
ROYAL CARIBBEAN GROUP
+$169.4K
1,839
增持
COR
CENCORA INC
+$169.3K
1,392
+230%
减持
PFE
PFIZER INC
-$163.5K
37,835
-2%
增持
META
META PLATFORMS INC
+$160.8K
4,342
+9%
增持
CLH
CLEAN HARBORS INC
+$151.0K
1,027
+709%
增持
SPY
SPDR S&P 500 ETF TR
-$148.3K
13,425
+1%
增持
DHR
DANAHER CORPORATION
+$146.2K
1,870
+41%
增持
MCD
MCDONALDS CORP
-$145.4K
4,317
+0%
增持
NFLX
NETFLIX INC
+$142.3K
1,674
+51%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$141.6K
317
-74%
建仓
—
TRANSOCEAN LTD
+$134.6K
16,400
增持
PYPL
PAYPAL HLDGS INC
+$132.9K
3,451
+235%
增持
VXF
VANGUARD INDEX FDS
+$132.5K
1,625
+141%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$130.6K
0
-100%
减持
ORCL
ORACLE CORP
-$121.9K
8,700
-1%
增持
VBR
VANGUARD INDEX FDS
+$116.8K
3,502
+31%
减持
KLAC
KLA CORP
-$116.6K
651
-24%
增持
RIO
RIO TINTO PLC
+$116.0K
2,489
+275%
减持
VNQ
VANGUARD INDEX FDS
-$113.8K
3,123
-25%
增持
CL
COLGATE PALMOLIVE CO
-$111.8K
19,228
+0%
增持
—
BLACKROCK INC
+$111.7K
750
+39%
增持
AVGO
BROADCOM INC
+$109.1K
814
+24%
增持
WELL
WELLTOWER INC
+$107.6K
2,309
+129%
增持
BX
BLACKSTONE INC
+$107.3K
2,170
+61%
增持
AEP
AMERICAN ELEC PWR CO INC
+$106.0K
5,816
+48%
减持
RTX
RTX CORPORATION
-$105.5K
3,389
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$105.1K
3,039
+21%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$105.1K
6,375
增持
IJH
ISHARES TR
-$102.8K
8,612
+0%
建仓
JAAA
JANUS DETROIT STR TR
+$100.7K
2,000
增持
LLY
ELI LILLY & CO
+$99.3K
1,244
+3%
增持
EFOR
ASGN INC
+$98.1K
1,215
+8000%
增持
AMD
ADVANCED MICRO DEVICES INC
+$94.0K
3,642
+48%
减持
SCHG
SCHWAB STRATEGIC TR
-$92.4K
2,124
-36%
建仓
NOBL
PROSHARES TR
+$90.6K
1,023
增持
OKE
ONEOK INC NEW
+$90.2K
1,747
+423%
减持
CSCO
CISCO SYS INC
-$88.6K
19,235
-11%
减持
IWD
ISHARES TR
-$87.7K
2,806
-14%
建仓
JBBB
JANUS DETROIT STR TR
+$84.8K
1,786
增持
TJX
TJX COS INC NEW
+$84.3K
3,882
+26%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$84.2K
3,530
清仓
—
THE NECESSITY RETAIL REIT IN
-$82.6K
0
-100%
增持
ARKQ
ARK ETF TR
+$81.7K
2,114
+309%
增持
SHEL
SHELL PLC
+$81.6K
3,275
+53%
增持
QCOM
QUALCOMM INC
+$80.9K
2,383
+54%
建仓
UWMC
UWM HOLDINGS CORPORATION
+$80.4K
16,583
增持
MTB
M & T BK CORP
+$79.6K
1,438
+74%
增持
GNL
GLOBAL NET LEASE INC
+$78.6K
8,256
+12041%
增持
ABBV
ABBVIE INC
+$78.1K
4,199
+3%
建仓
SMLF
ISHARES TR
+$77.2K
1,492
增持
ALGN
ALIGN TECHNOLOGY INC
+$76.3K
455
+157%
减持
EW
EDWARDS LIFESCIENCES CORP
-$75.0K
662
-48%
建仓
KRBN
KRANESHARES TR
+$73.3K
2,030
增持
CVX
CHEVRON CORP NEW
+$69.6K
3,904
+4%
增持
OXY
OCCIDENTAL PETE CORP
+$69.3K
1,754
+132%
减持
NKE
NIKE INC
-$69.1K
2,987
-7%
减持
EL
LAUDER ESTEE COS INC
-$68.9K
1,158
-4%
建仓
ARKW
ARK ETF TR
+$67.1K
1,239
减持
C
CITIGROUP INC
-$66.5K
921
-59%
建仓
ARKG
ARK ETF TR
+$66.4K
2,382
减持
VZ
VERIZON COMMUNICATIONS INC
-$64.1K
11,307
-2%
减持
ABT
ABBOTT LABS
-$62.3K
2,421
-11%
建仓
ARKF
ARK ETF TR
+$61.9K
3,196
建仓
ZROZ
PIMCO ETF TR
+$61.7K
849
减持
XLI
SELECT SECTOR SPDR TR
-$61.6K
4,026
-8%
减持
TXN
TEXAS INSTRS INC
-$61.5K
2,018
-5%
减持
TFC
TRUIST FINL CORP
-$61.3K
2,963
-38%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$60.2K
7,795
-14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$59.7K
4,903
+302%
减持
HD
HOME DEPOT INC
-$59.6K
7,024
-0%
建仓
UPRO
PROSHARES TR
+$57.9K
1,407
减持
BA
BOEING CO
-$57.8K
1,853
-5%
减持
LOW
LOWES COS INC
-$56.3K
2,998
-0%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$55.8K
0
-100%
增持
MARA
MARATHON DIGITAL HOLDINGS IN
+$54.9K
6,551
+11393%
增持
AMGN
AMGEN INC
+$52.8K
769
+11%
清仓
ABBNY
ABB LTD
-$52.6K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$51.3K
8,810
+28%
增持
PEP
PEPSICO INC
+$50.1K
8,035
+14%
减持
CAT
CATERPILLAR INC
+$50.0K
1,874
-0%
增持
MOAT
VANECK ETF TRUST
+$49.3K
1,157
+140%
减持
VO
VANGUARD INDEX FDS
-$49.3K
917
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$48.5K
5,594
+2%
增持
SHOP
SHOPIFY INC
+$47.4K
1,931
+115%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$47.3K
794,316
+5%
增持
HSIC
HENRY SCHEIN INC
+$46.8K
657
+2528%
建仓
—
DIREXION SHS ETF TR
+$45.3K
9,401
增持
—
CARNIVAL CORP
+$45.0K
5,941
+206%
增持
SAP
SAP SE
+$44.4K
1,177
+49%
增持
—
WOLFSPEED INC
+$43.5K
1,191
+3403%
建仓
LOB
LIVE OAK BANCSHARES INC
+$43.4K
1,500
增持
PM
PHILIP MORRIS INTL INC
+$43.3K
2,311
+32%
增持
RY
ROYAL BK CDA
-$43.0K
6,798
+2%
减持
CMCSA
COMCAST CORP NEW
-$41.8K
14,572
-12%
增持
ALB
ALBEMARLE CORP
+$41.7K
477
+169%
清仓
—
HOWARD HUGHES CORP
-$41.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$40.1K
803
+300%
增持
—
ACTIVISION BLIZZARD INC
+$39.7K
1,123
+45%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$39.2K
576
-51%
增持
CVS
CVS HEALTH CORP
+$38.9K
3,880
+16%
增持
WPC
WP CAREY INC
-$38.8K
2,982
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$38.8K
943,052
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$38.1K
15,819
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$37.9K
1,059
-6%
增持
MELI
MERCADOLIBRE INC
+$37.3K
50
+127%
增持
DE
DEERE & CO
-$37.2K
1,454
+1%
增持
EXC
EXELON CORP
+$37.2K
2,838
+65%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$36.5K
6,174
-0%
增持
ABNB
AIRBNB INC
+$35.2K
479
+101%
建仓
NFGC
NEW FOUND GOLD CORP
+$35.0K
8,388
