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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 75
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$11.4M
286,370
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$9.6M
1,461,170
+1%
增持
DGRW
WISDOMTREE TR
+$9.5M
640,007
+15%
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
+$6.2M
1,058,956
+12%
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.9M
1,338,414
+13%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.0M
823,329
+4%
减持
NVR
NVR INC
+$4.2M
5,164
-4%
增持
VTI
VANGUARD INDEX FDS
+$4.0M
31,101
+96%
减持
AAPL
APPLE INC
+$3.3M
161,750
-1%
减持
MSFT
MICROSOFT CORP
+$3.2M
54,128
-0%
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
24,524
+974%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
13,774
+49093%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
141,658
+14%
减持
—
EXXON MOBIL CORP
-$1.2M
53,552
-4%
减持
IWB
ISHARES TR
+$1.1M
47,595
-2%
减持
AMZN
AMAZON COM INC
+$975.2K
39,373
-0%
增持
VB
VANGUARD INDEX FDS
+$495.1K
3,051
+270%
增持
VV
VANGUARD INDEX FDS
+$462.9K
6,036
+38%
减持
SPY
SPDR S&P 500 ETF TR
+$444.8K
13,010
-3%
减持
IVV
ISHARES TR
+$432.0K
9,295
-0%
增持
INTC
INTEL CORP
+$423.4K
24,464
+8%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$393.3K
1,813
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$372.3K
6,050
增持
BNDX
VANGUARD CHARLOTTE FDS
+$366.8K
7,530
+7140%
减持
COST
COSTCO WHSL CORP NEW
+$334.0K
3,724
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$322.0K
3,600
+22400%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$312.8K
8,316
-0%
清仓
—
LINDE PLC
-$311.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$298.6K
5,539
+1%
减持
HD
HOME DEPOT INC
+$298.6K
6,986
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$297.9K
71,630
-2%
减持
ARKK
ARK ETF TR
+$275.8K
22,487
-1%
增持
AVGO
BROADCOM INC
+$271.3K
849
+4%
增持
GOOG
ALPHABET INC
+$268.3K
25,719
+1%
减持
NVDA
NVIDIA CORPORATION
+$262.9K
5,252
-2%
增持
VXUS
VANGUARD STAR FDS
+$253.7K
22,378
+15%
增持
GLDM
WORLD GOLD TR
+$237.4K
5,820
+29000%
增持
JPM
JPMORGAN CHASE & CO
+$217.4K
7,083
+4%
减持
PFE
PFIZER INC
-$209.7K
36,307
-4%
减持
IJH
ISHARES TR
+$203.7K
8,483
-1%
减持
GOOGL
ALPHABET INC
+$202.0K
24,414
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$177.9K
4,006
+89%
清仓
—
ROYAL CARIBBEAN GROUP
-$169.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$166.2K
3,668
+1%
减持
CL
COLGATE PALMOLIVE CO
+$162.9K
19,197
-0%
减持
NFLX
NETFLIX INC
+$157.1K
1,621
-3%
减持
IWM
ISHARES TR
-$154.7K
1,438
-43%
减持
META
META PLATFORMS INC
+$153.0K
4,115
-5%
增持
PG
PROCTER AND GAMBLE CO
+$152.5K
13,714
+8%
增持
GD
GENERAL DYNAMICS CORP
+$144.5K
3,712
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$143.3K
4,920
+0%
减持
V
VISA INC
+$138.5K
4,769
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.1K
5,624
+1%
清仓
—
TRANSOCEAN LTD
-$134.6K
0
-100%
减持
MCD
MCDONALDS CORP
+$127.0K
4,263
-1%
减持
VXF
VANGUARD INDEX FDS
-$121.9K
675
-58%
减持
BAC
BANK AMERICA CORP
+$105.6K
22,059
-5%
增持
VO
VANGUARD INDEX FDS
+$105.5K
1,274
+39%
清仓
—
ACTIVISION BLIZZARD INC
-$105.1K
0
-100%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$105.1K
2,147
+273%
减持
—
BLACKROCK INC
+$104.5K
726
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$104.1K
2,503
-18%
减持
EGBN
EAGLE BANCORP INC MD
+$103.9K
14,716
-7%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$103.7K
1,904
+119%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$102.9K
0
-100%
减持
DHR
DANAHER CORPORATION
-$102.8K
1,561
-17%
减持
BA
BOEING CO
+$102.3K
1,755
-5%
建仓
BINC
BLACKROCK ETF TRUST II
+$101.4K
1,940
建仓
FENI
FIDELITY COVINGTON TRUST
+$99.1K
3,739
增持
QCOM
QUALCOMM INC
+$98.7K
2,512
+5%
增持
CAVA
CAVA GROUP INC
+$98.3K
2,761
+315%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$97.6K
6,368
-39%
减持
VUG
VANGUARD INDEX FDS
-$94.5K
1,088
-32%
减持
CVX
CHEVRON CORP NEW
-$94.2K
3,783
-3%
增持
MA
MASTERCARD INCORPORATED
+$93.7K
3,036
+0%
减持
DHI
D R HORTON INC
+$91.6K
2,085
-1%
增持
CRM
SALESFORCE INC
+$90.5K
1,369
+3%
减持
RY
ROYAL BK CDA
+$89.6K
6,764
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$89.3K
3,121
+995%
增持
SDY
SPDR SER TR
+$88.5K
5,386
+6%
减持
IVE
ISHARES TR
+$86.1K
4,485
-1%
增持
KLAC
KLA CORP
+$81.6K
654
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$79.9K
4,399
-1%
增持
NVO
NOVO-NORDISK A S
+$79.7K
5,904
+1%
减持
IWF
ISHARES TR
+$78.8K
4,345
-7%
清仓
HNDL
STRATEGY SHS
-$76.4K
0
-100%
增持
—
ASML HOLDING N V
+$74.8K
322
+12%
建仓
FELC
FIDELITY COVINGTON TRUST
+$74.1K
2,789
减持
AXP
AMERICAN EXPRESS CO
+$73.4K
2,170
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$73.1K
1,242
+5%
增持
AMAT
APPLIED MATLS INC
+$72.9K
3,002
+1%
增持
URI
UNITED RENTALS INC
+$72.3K
530
+2%
增持
IJR
ISHARES TR
+$71.7K
3,661
+6%
增持
SPYV
SPDR SER TR
+$71.7K
2,410
+144%
增持
JNJ
JOHNSON & JOHNSON
+$71.2K
14,887
+2%
增持
NKE
NIKE INC
+$70.4K
3,280
+10%
减持
TSLA
TESLA INC
-$70.2K
37,601
-0%
增持
TXN
TEXAS INSTRS INC
+$69.8K
2,292
+14%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$68.2K
1,088
减持
JEF
JEFFERIES FINL GROUP INC
-$66.6K
25
-99%
增持
PHM
PULTE GROUP INC
+$64.9K
2,216
+0%
建仓
TMF
DIREXION SHS ETF TR
+$63.4K
981
增持
CVS
CVS HEALTH CORP
+$63.2K
4,232
+9%
减持
VBR
VANGUARD INDEX FDS
-$63.2K
2,753
-21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$62.8K
11,387
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$62.7K
2,085
+2%
增持
T
AT&T INC
+$62.5K
23,687
+6%
增持
ABT
ABBOTT LABS
+$61.1K
2,685
+11%
增持
IVW
ISHARES TR
+$59.7K
5,871
+5%
建仓
SHY
ISHARES TR
+$58.8K
717
减持
ALB
ALBEMARLE CORP
-$58.5K
157
-67%
减持
GE
GENERAL ELECTRIC CO
+$57.7K
3,823
-2%
减持
ADBE
ADOBE INC
+$56.4K
797
-3%
增持
COF
CAPITAL ONE FINL CORP
+$56.2K
1,229
+14%
减持
MRK
MERCK & CO INC
+$55.7K
17,610
-3%
增持
C
CITIGROUP INC
+$55.5K
1,816
+97%
减持
INTU
INTUIT
+$54.1K
483
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$52.9K
1,157
+0%
增持
SHOP
SHOPIFY INC
+$52.3K
2,024
+5%
减持
WFC
WELLS FARGO CO NEW
+$50.8K
6,166
-0%
减持
JAAA
JANUS DETROIT STR TR
-$50.4K
1,000
-50%
增持
SHW
SHERWIN WILLIAMS CO
+$50.3K
692
+7%
减持
XLI
SELECT SECTOR SPDR TR
+$50.1K
4,020
-0%
增持
KVUE
KENVUE INC
+$50.1K
3,334
+208%
增持
USB
US BANCORP DEL
+$49.1K
4,310
+4%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$49.0K
203
减持
UNP
UNION PAC CORP
+$48.9K
2,328
-9%
减持
SMLF
ISHARES TR
-$48.7K
485
-67%
减持
AMPY
AMPLIFY ENERGY CORP NEW
-$48.0K
33,629
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$47.9K
1,279
+1%
增持
FULT
FULTON FINL CORP PA
+$47.1K
10,456
+1%
减持
SHEL
SHELL PLC
-$47.0K
2,490
-24%
清仓
—
DIREXION SHS ETF TR
-$45.3K
0
-100%
减持
JBBB
JANUS DETROIT STR TR
-$44.9K
833
-53%
清仓
—
ETF MANAGERS TR
-$44.2K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$43.8K
1,972
+43%
增持
CAT
CATERPILLAR INC
+$43.7K
1,878
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$43.6K
946
-5%
增持
BN
BROOKFIELD CORP
+$43.2K
4,312
+4%
增持
SPGI
S&P GLOBAL INC
+$43.1K
433
+7%
增持
AEP
AMERICAN ELEC PWR CO INC
+$42.9K
5,914
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$42.8K
86
+2%
增持
WMT
WALMART INC
+$42.5K
4,844
+7%
增持
AMGN
AMGEN INC
+$42.2K
864
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$41.7K
11,629
+2%
增持
MU
MICRON TECHNOLOGY INC
+$41.5K
2,266
+2%
增持
KO
COCA COLA CO
+$41.4K
8,777
+3%
增持
DVY
ISHARES TR
+$41.2K
2,567
+6%
增持
VNQ
VANGUARD INDEX FDS
+$40.9K
3,137
+0%
减持
PECO
PHILLIPS EDISON & CO INC
-$40.9K
9,293
-18%
