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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 83 项建仓 7增持 34减持 27清仓 15

方向

标的

Δ市值

现股数(环比)

增持

VOO VANGUARD INDEX FDS

-$6.6M

288,044 +1%

减持

DGRW WISDOMTREE TR

-$3.8M

813,128 -3%

增持

DFAX DIMENSIONAL ETF TRUST

+$3.6M

1,997,755 +2%

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

+$3.1M

4,671,904 +0%

减持

VTEB VANGUARD MUN BD FDS

-$2.7M

91,682 -37%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$2.7M

1,155,257 +1%

减持

IWB ISHARES TR

-$873.6K

42,852 -1%

减持

VTI VANGUARD INDEX FDS

-$804.8K

44,146 -1%

增持

DFAC DIMENSIONAL ETF TRUST

+$747.0K

1,576,925 +3%

减持

IVV ISHARES TR

-$463.9K

9,248 -3%

减持

IWF ISHARES TR

-$382.2K

4,679 -7%

减持

AVUV AMERICAN CENTY ETF TR

-$296.0K

4,121 -44%

清仓

MGK VANGUARD WORLD FD

-$270.0K

0 -100%

增持

SCHV SCHWAB STRATEGIC TR

+$258.9K

207,829 +1%

增持

VV VANGUARD INDEX FDS

-$242.2K

15,741 +0%

清仓

USFR WISDOMTREE TR

-$225.3K

0 -100%

清仓

JAAA JANUS DETROIT STR TR

-$187.0K

0 -100%

减持

OEF ISHARES TR

-$182.7K

135 -79%

增持

SCHD SCHWAB STRATEGIC TR

+$171.3K

7,742 +221%

建仓

IBAT ISHARES TR

+$154.2K

4,522

减持

DBMF LITMAN GREGORY FDS TR

-$147.0K

12,144 -34%

建仓

IQLT ISHARES TR

+$134.4K

2,907

清仓

LVHI LEGG MASON ETF INVT

-$120.7K

0 -100%

增持

IBIT ISHARES BITCOIN TRUST ETF

-$116.7K

19,296 +12%

减持

— ISHARES TR

-$96.0K

74,022 -12%

建仓

VCIT VANGUARD SCOTTSDALE FDS

+$94.5K

1,143

减持

SCHB SCHWAB STRATEGIC TR

-$93.7K

5,579 -37%

增持

MDY STATE STR SPDR S&P MIDCAP 40

+$83.3K

1,836 +6%

减持

VEA VANGUARD TAX-MANAGED FDS

+$82.9K

74,867 -1%

清仓

TDTF FLEXSHARES TR

-$80.3K

0 -100%

增持

SPY STATE STR SPDR S&P 500 ETF T

-$79.7K

13,235 +4%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$69.7K

2,857 -8%

增持

VXUS VANGUARD STAR FDS

+$64.9K

38,423 +0%

减持

VYM VANGUARD WHITEHALL FDS

+$62.5K

16,393 -1%

增持

IWD ISHARES TR

+$57.3K

3,376 +7%

增持

URNM SPROTT FDS TR

+$55.7K

1,760 +74%

减持

MOAT VANECK ETF TRUST

-$53.9K

184 -73%

减持

DTCR GLOBAL X FDS

-$52.9K

2,136 -57%

减持

SCHX SCHWAB STRATEGIC TR

-$51.3K

1,884 -49%

减持

VGK VANGUARD INTL EQUITY INDEX F

-$50.0K

1,571 -27%

清仓

PFFV GLOBAL X FDS

-$48.7K

0 -100%

减持

GDX VANECK ETF TRUST

-$47.5K

1,442 -31%

清仓

FXU FIRST TR EXCHANGE TRADED FD

-$45.1K

0 -100%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$44.2K

17,524 -5%

清仓

QUAL ISHARES TR

-$42.1K

0 -100%

减持

AGG ISHARES TR

-$40.5K

16 -96%

增持

DFSI DIMENSIONAL ETF TRUST

+$35.1K

12,547 +8%

增持

SARK INVESTMENT MANAGERS SER TR I

+$34.0K

1,300 +333%

增持

VBR VANGUARD INDEX FDS

+$32.5K

3,776 +2%

减持

VPL VANGUARD INTL EQUITY INDEX F

-$31.2K

549 -42%

清仓

IFRA ISHARES TR

-$30.9K

0 -100%

增持

IEMG ISHARES INC

+$29.4K

9,741 +1%

清仓

GVI ISHARES TR

-$27.3K

0 -100%

减持

IEFA ISHARES TR

-$27.1K

8,398 -5%

增持

SCHG SCHWAB STRATEGIC TR

-$25.7K

17,241 +7%

减持

XLI SELECT SECTOR SPDR TR

-$25.2K

3,107 -9%

建仓

RSPS INVESCO EXCHANGE TRADED FD T

+$23.0K

780

清仓

HHH HOWARD HUGHES HOLDINGS INC

-$20.9K

0 -100%

增持

SPDW SPDR INDEX SHS FDS

+$18.9K

13,491 +0%

清仓

IWV ISHARES TR

-$18.9K

0 -100%

增持

DFSU DIMENSIONAL ETF TRUST

+$17.1K

13,884 +9%

增持

VTV VANGUARD INDEX FDS

+$16.3K

2,688 +0%

减持

SDY SPDR SERIES TRUST

+$14.0K

6,003 -3%

建仓

XOVR ENTREPRENEURSHARES SERIES TR

+$12.7K

750

增持

XLK SELECT SECTOR SPDR TR

-$9.6K

1,102 +2%

增持

HDV ISHARES TR

+$9.2K

616 +0%

减持

VTWO VANGUARD SCOTTSDALE FDS

-$8.8K

57 -61%

增持

CWI SPDR INDEX SHS FDS

+$8.3K

8,058 +1%

清仓

PPA INVESCO EXCHANGE TRADED FD T

-$8.0K

0 -100%

建仓

BIL SPDR SERIES TRUST

+$6.6K

72

增持

VOX VANGUARD WORLD FD

+$5.4K

192 +28%

清仓

VIS VANGUARD WORLD FD

-$4.7K

0 -100%

增持

SCHF SCHWAB STRATEGIC TR

+$4.2K

5,183 +0%

增持

VGT VANGUARD WORLD FD

+$3.4K

646 +9%

清仓

FREL FIDELITY COVINGTON TRUST

-$3.1K

0 -100%

增持

VUG VANGUARD INDEX FDS

+$2.8K

2,095 +12%

增持

VO VANGUARD INDEX FDS

-$2.5K

999 +0%

增持

SLYV SPDR SERIES TRUST

+$1.3K

334 +0%

减持

NACP TIDAL TRUST III

-$1.3K

574 -3%

增持

SCHM SCHWAB STRATEGIC TR

+$1.3K

1,306 +0%

增持

BND VANGUARD BD INDEX FDS

+$1.2K

2,756 +1%

建仓

SCHR SCHWAB STRATEGIC TR

+$897

36

增持

SPEM SPDR INDEX SHS FDS

+$803

2,728 +0%