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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 134 项
建仓 20
增持 41
减持 41
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
SNA
SNAP ON INC
+$26.6M
101,794
增持
DGRW
WISDOMTREE TR
+$6.4M
737,089
+10%
增持
VOO
VANGUARD INDEX FDS
+$6.0M
287,161
+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。
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.8M
1,233,567
+10%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.1M
1,547,549
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.3M
878,191
+5%
减持
IVV
ISHARES TR
-$747.0K
7,533
-19%
增持
SCHA
SCHWAB STRATEGIC TR
+$494.6K
10,679
+4241%
增持
DFIC
DIMENSIONAL ETF TRUST
+$363.3K
14,600
+1801%
减持
SPY
SPDR S&P 500 ETF TR
+$235.4K
12,601
-0%
减持
SCHV
SCHWAB STRATEGIC TR
-$226.4K
69,507
-2%
减持
IWO
ISHARES TR
-$221.7K
91
-90%
减持
IWB
ISHARES TR
+$201.7K
46,710
-2%
减持
ARKK
ARK ETF TR
-$190.8K
21,283
-5%
建仓
MDYV
SPDR SER TR
+$190.1K
2,606
减持
QQQ
INVESCO QQQ TR
-$188.6K
4,728
-14%
减持
VTEB
VANGUARD MUN BD FDS
-$179.3K
129,898
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$135.1K
2,576
+221%
建仓
SLYG
SPDR SER TR
+$117.7K
1,370
建仓
SLYV
SPDR SER TR
+$112.4K
1,435
清仓
FENI
FIDELITY COVINGTON TRUST
-$106.7K
0
-100%
清仓
NOBL
PROSHARES TR
-$104.5K
0
-100%
清仓
ARKW
ARK ETF TR
-$103.2K
0
-100%
减持
BINC
BLACKROCK ETF TRUST II
-$97.6K
205
-90%
清仓
ARKF
ARK ETF TR
-$96.9K
0
-100%
增持
IJH
ISHARES TR
-$96.5K
44,301
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$94.0K
1,955
-5%
减持
VTI
VANGUARD INDEX FDS
+$93.7K
33,041
-2%
减持
ARKQ
ARK ETF TR
-$87.3K
200
-89%
增持
SDY
SPDR SER TR
+$82.1K
6,003
+16%
减持
IWF
ISHARES TR
+$74.2K
4,612
-3%
增持
VUG
VANGUARD INDEX FDS
+$71.5K
1,153
+10%
清仓
ARKG
ARK ETF TR
-$68.5K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$64.4K
834
清仓
KRBN
KRANESHARES TRUST
-$62.4K
0
-100%
清仓
TMF
DIREXION SHS ETF TR
-$62.0K
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$57.0K
1,250
建仓
EFG
ISHARES TR
+$53.7K
525
清仓
JAAA
JANUS DETROIT STR TR
-$50.7K
0
-100%
减持
IJR
ISHARES TR
-$50.4K
3,320
-9%
增持
VGT
VANGUARD WORLD FD
+$48.6K
640
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$44.8K
4,145
+3%
减持
VBR
VANGUARD INDEX FDS
-$44.6K
2,759
-3%
清仓
JBBB
JANUS DETROIT STR TR
-$40.7K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$40.0K
1,490,577
+1%
减持
DFSI
DIMENSIONAL ETF TRUST
-$38.8K
2,896
-27%
清仓
CALF
PACER FDS TR
-$37.9K
0
-100%
清仓
GINN
GOLDMAN SACHS ETF TR
-$36.6K
0
-100%
减持
IWM
ISHARES TR
-$35.8K
1,318
-9%
清仓
IHI
ISHARES TR
-$35.3K
0
-100%
清仓
QDEF
FLEXSHARES TR
-$34.3K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$32.9K
2,063
-14%
增持
SCHX
SCHWAB STRATEGIC TR
+$30.3K
1,684
+34%
减持
VO
VANGUARD INDEX FDS
-$30.2K
1,192
-7%
减持
IWR
ISHARES TR
-$28.3K
8,397
-0%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$24.8K
1,655
-9%
减持
IVE
ISHARES TR
-$24.4K
4,463
-0%
减持
XLI
SELECT SECTOR SPDR TR
-$23.3K
3,990
-1%
清仓
DFEM
DIMENSIONAL ETF TRUST
-$21.5K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$20.3K
14,865
-1%
清仓
MSOS
ADVISORSHARES TR
-$20.0K
0
-100%
建仓
LITP
SPROTT FDS TR
+$18.3K
2,348
增持
VOX
VANGUARD WORLD FD
+$16.4K
300
+57%
建仓
SCYB
SCHWAB STRATEGIC TR
+$15.8K
307
减持
XLV
SELECT SECTOR SPDR TR
-$14.8K
3,536
-1%
减持
AGG
ISHARES TR
-$14.8K
23
-87%
建仓
SCMB
SCHWAB STRATEGIC TR
+$14.3K
279
减持
TMFC
RBB FD INC
-$14.2K
5,966
-12%
增持
VXUS
VANGUARD STAR FDS
+$13.4K
29,177
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$12.9K
1,940
-13%
减持
DGRO
ISHARES TR
-$11.1K
6,283
-2%
减持
SCHC
SCHWAB STRATEGIC TR
-$10.8K
204
-60%
增持
DFSU
DIMENSIONAL ETF TRUST
+$10.7K
4,037
+7%
清仓
SPHY
SPDR SER TR
-$10.4K
0
-100%
清仓
SHYD
VANECK ETF TRUST
-$10.1K
0
-100%
清仓
—
ETF MANAGERS TR
-$9.7K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$9.4K
1,257
-4%
减持
BLOK
AMPLIFY ETF TR
-$8.9K
16
-94%
增持
QQQI
NEOS ETF TRUST
+$8.8K
250
+213%
增持
SPDW
SPDR INDEX SHS FDS
+$8.3K
13,197
+4%
增持
XLC
SELECT SECTOR SPDR TR
+$8.2K
208
+78%
清仓
EEMO
INVESCO EXCH TRADED FD TR II
-$8.0K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$7.9K
280
+100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$7.2K
0
-100%
增持
IBB
ISHARES TR
+$7.1K
3,598
+1%
增持
SPYI
NEOS ETF TRUST
+$7.0K
300
+88%
建仓
QDPL
PACER FDS TR
+$7.0K
190
建仓
ISPY
PROSHARES TR
+$7.0K
160
减持
IEMG
ISHARES INC
-$6.9K
1,753
-10%
清仓
YOLO
ADVISORSHARES TR
-$6.9K
0
-100%
清仓
—
ADVISORSHARES TR
-$6.7K
0
-100%
建仓
CEFS
EXCHANGE LISTED FDS TR
+$6.4K
300
减持
SCHE
SCHWAB STRATEGIC TR
-$6.1K
2,743
-12%
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$6.0K
250
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$5.4K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$5.3K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$5.2K
31
-47%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$5.1K
525
+78%
增持
DIVO
AMPLIFY ETF TR
+$4.8K
300
+71%
增持
VB
VANGUARD INDEX FDS
-$4.7K
3,046
+4%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$4.6K
255
+55%
清仓
—
CAMBRIA ETF TR
-$4.5K
0
-100%
建仓
EUFN
ISHARES TR
+$4.4K
196
清仓
EMB
ISHARES TR
-$4.3K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$4.2K
81
增持
GPIX
GOLDMAN SACHS ETF TR
+$4.1K
245
+53%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$3.8K
6,048
-5%
减持
GLD
SPDR GOLD TR
-$3.8K
922
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$3.5K
15,139
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$3.4K
542
-5%
清仓
CLOI
VANECK ETF TRUST
-$3.2K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.9K
205
+46%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.7K
450
-2%
增持
BND
VANGUARD BD INDEX FDS
+$2.7K
2,425
+2%
建仓
IXJ
ISHARES TR
+$2.7K
29
清仓
VBK
VANGUARD INDEX FDS
-$2.6K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$2.5K
0
-100%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.5K
0
-100%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.4K
8
+700%
增持
VTV
VANGUARD INDEX FDS
+$2.3K
3,167
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5K
8,150
-4%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.5K
2,189
+0%
建仓
BIV
VANGUARD BD INDEX FDS
+$1.3K
18
增持
HHH
HOWARD HUGHES HOLDINGS INC
-$1.1K
276
+5%
建仓
IEF
ISHARES TR
+$1.0K
11
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$928
588
+15%
减持
GDX
VANECK ETF TRUST
+$840
925
-4%
增持
VNQ
VANGUARD INDEX FDS
-$739
2,751
+3%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$633
0
-100%
清仓
IYW
ISHARES TR
-$405
0
-100%
建仓
QUAL
ISHARES TR
+$342
2
增持
HDV
ISHARES TR
-$323
581
+1%
增持
EFA
ISHARES TR
-$76
151
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$50
225
+2%