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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 111 项
建仓 21
增持 42
减持 21
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
SNA
SNAP ON INC
+$5.0M
101,044
-0%
减持
VOO
VANGUARD INDEX FDS
+$2.8M
290,642
-0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
1,339,754
+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
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
984,704
+8%
增持
FNDX
SCHWAB STRATEGIC TR
-$780.2K
4,514,762
+201%
增持
DFAX
DIMENSIONAL ETF TRUST
-$570.1K
1,710,948
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$415.0K
161,653
+7%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$317.2K
0
-100%
增持
DGRW
WISDOMTREE TR
-$257.7K
787,372
+2%
减持
IWB
ISHARES TR
+$246.8K
46,235
-1%
减持
DGRO
ISHARES TR
-$231.1K
2,533
-59%
增持
VBR
VANGUARD INDEX FDS
+$204.7K
3,828
+39%
增持
VXUS
VANGUARD STAR FDS
-$166.9K
29,180
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$152.5K
12,598
-0%
增持
IVV
ISHARES TR
+$140.0K
7,423
+1%
减持
FDVV
FIDELITY COVINGTON TRUST
-$134.4K
13,850
-15%
增持
SCHV
SCHWAB STRATEGIC TR
-$118.1K
212,822
+202%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$117.0K
5,896
-25%
建仓
SPEM
SPDR INDEX SHS FDS
+$100.3K
2,614
增持
DFUS
DIMENSIONAL ETF TRUST
+$99.9K
4,627
+48%
减持
IJH
ISHARES TR
-$83.6K
31,508
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$81.3K
13,774
-4%
增持
EFA
ISHARES TR
+$78.4K
1,204
+697%
增持
UTES
ETFIS SER TR I
+$77.0K
3,957
+44%
减持
IWF
ISHARES TR
+$71.9K
4,491
-3%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$70.3K
1,567
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$65.1K
0
-100%
减持
IVE
ISHARES TR
-$64.1K
4,274
-4%
减持
VNQ
VANGUARD INDEX FDS
-$59.4K
1,319
-27%
清仓
QGRO
AMERICAN CENTY ETF TR
-$59.2K
0
-100%
清仓
COWZ
PACER FDS TR
-$58.4K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$49.6K
9,860
+12%
减持
IWM
ISHARES TR
-$49.2K
787
-22%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$47.1K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$47.1K
5,579
+366%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$47.0K
2,856
-36%
增持
DFSU
DIMENSIONAL ETF TRUST
+$44.2K
5,440
+25%
减持
BOTZ
GLOBAL X FDS
-$43.4K
2,774
-32%
增持
VUG
VANGUARD INDEX FDS
+$41.7K
1,180
+2%
建仓
OEF
ISHARES TR
+$39.0K
135
增持
SPDW
SPDR INDEX SHS FDS
-$38.7K
13,502
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$34.4K
15,860
+6%
增持
ESML
ISHARES TR
+$34.0K
810
+80900%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$32.1K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$30.5K
1,004
-24%
建仓
SPSB
SPDR SER TR
+$30.4K
1,018
增持
SCHG
SCHWAB STRATEGIC TR
+$29.7K
15,918
+301%
增持
TMFC
RBB FD INC
+$24.5K
5,990
+0%
减持
ARTY
ISHARES TR
-$24.2K
2,224
-29%
减持
VV
VANGUARD INDEX FDS
+$23.9K
5,981
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$23.5K
5,581
+188%
增持
IEFA
ISHARES TR
-$22.3K
3,092
+1%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$22.0K
0
-100%
清仓
HHH
HOWARD HUGHES HOLDINGS INC
-$21.4K
0
-100%
减持
IJR
ISHARES TR
-$21.2K
3,186
-4%
减持
IVW
ISHARES TR
+$19.5K
5,729
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.8K
7,466
+239%
建仓
SUSL
ISHARES TR
+$17.7K
172
清仓
SPYI
NEOS ETF TRUST
-$16.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$16.3K
3,351
+6%
增持
SPYM
SPDR SER TR
+$16.1K
2,395
+9%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$15.7K
0
-100%
建仓
ECF
ELLSWORTH GROWTH & INCOME FD
+$14.9K
1,541
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$14.3K
0
-100%
清仓
GPIX
GOLDMAN SACHS ETF TR
-$13.5K
0
-100%
清仓
QQQI
NEOS ETF TRUST
-$13.3K
0
-100%
清仓
GPIQ
GOLDMAN SACHS ETF TR
-$12.7K
0
-100%
建仓
EFG
ISHARES TR
+$12.4K
128
清仓
SUI
SUN CMNTYS INC
-$12.3K
0
-100%
增持
SCZ
ISHARES TR
-$12.0K
1,793
+0%
清仓
BINC
BLACKROCK ETF TRUST II
-$11.2K
0
-100%
清仓
ISPY
PROSHARES TR
-$10.3K
0
-100%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$9.7K
0
-100%
清仓
IVOL
KRANESHARES TRUST
-$9.6K
0
-100%
清仓
QDPL
PACER FDS TR
-$8.5K
0
-100%
增持
IEMG
ISHARES INC
-$8.1K
1,773
+1%
建仓
QUAL
ISHARES TR
+$7.1K
40
建仓
IYW
ISHARES TR
+$6.7K
42
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$6.4K
0
-100%
清仓
DIVB
ISHARES TR
-$6.1K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$5.8K
51
增持
SCHE
SCHWAB STRATEGIC TR
-$5.7K
2,793
+2%
建仓
VOE
VANGUARD INDEX FDS
+$5.7K
35
清仓
MLPX
GLOBAL X FDS
-$5.4K
0
-100%
建仓
EMXC
ISHARES INC
+$5.2K
93
增持
BND
VANGUARD BD INDEX FDS
-$5.1K
2,510
+2%
清仓
LVHI
LEGG MASON ETF INVT
-$5.1K
0
-100%
建仓
ESGU
ISHARES TR
+$4.5K
35
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$4.5K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$4.1K
1,179
-1%
建仓
VIS
VANGUARD WORLD FD
+$4.0K
16
清仓
EZET
FRANKLIN ETHEREUM TR
-$3.7K
0
-100%
建仓
IVLU
ISHARES TR
+$3.5K
129
建仓
FREL
FIDELITY COVINGTON TRUST
+$3.0K
112
增持
MOAT
VANECK ETF TRUST
+$2.6K
691
+9%
增持
HDV
ISHARES TR
-$2.5K
593
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1K
3,702
+200%
增持
DFSI
DIMENSIONAL ETF TRUST
-$1.5K
3,204
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.4K
833
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.4K
15,949
+9%
建仓
MUB
ISHARES TR
+$746
7
建仓
FDLO
FIDELITY COVINGTON TRUST
+$666
11
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$631
3
清仓
BLOK
AMPLIFY ETF TR
-$600
0
-100%
建仓
IFRA
ISHARES TR
+$370
8
增持
SLYV
SPDR SER TR
+$355
325
+1%
建仓
GOVT
ISHARES TR
+$230
10
增持
SCHA
SCHWAB STRATEGIC TR
+$143
1,300
+100%
增持
FNDA
SCHWAB STRATEGIC TR
-$35
410
+100%
增持
SCHM
SCHWAB STRATEGIC TR
+$18
1,395
+200%
增持
SCHK
SCHWAB STRATEGIC TR
+$2
2
+100%
