13F 机构持仓

Glassman Wealth Services

VIENNA VA · SEC CIK 0001642160

2026Q22026Q1 更早 9 个季度 🔒
$8.35亿2026Q2 申报市值
236持仓数
89.7%前十大占比 · 第一大 23.6%
54 / 9新建仓 / 清仓
申报市值走势$8.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 23.6%
FNDX 17.2%
VEU 11.7%
DGRW 9.5%
DFAX 8.9%
DIMENSIONAL ET 8.7%
SNA 4.9%
IWB 2.1%
VTI 2.0%
SPY 1.4%

2026Q2 买入最多 按季末市值估算

QQQ 新建仓+$349.46万
DIMENSIONAL ETF 加仓+$243.70万
SPY 加仓+$145.17万
DGRW 加仓+$137.36万
VEU 加仓+$89.27万

2026Q2 卖出最多 按季末市值估算

FNDX 减仓-$194.92万
ARKK 减仓-$118.42万
VOO 减仓-$100.62万
ISHARES TR 清仓-$67.88万
AVUV 清仓-$45.52万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— ISHARES TR $00.00%0 -74,022-100.0% -$67.88万 清仓
AVUV AMERICAN CENTY ETF TR $00.00%0 -4,121-100.0% -$45.52万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -12,144-100.0% -$36.61万 清仓
IQLT ISHARES TR $00.00%0 -2,907-100.0% -$13.44万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -1,143-100.0% -$9.46万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -780-100.0% -$2.30万 清仓
BIL SPDR SERIES TRUST $00.00%0 -72-100.0% -$6,598 清仓
IMTM ISHARES TR $00.00%0 -92-100.0% -$4,418 清仓
DVYE ISHARES INC $00.00%0 -13-100.0% -$447 清仓
ESGE ISHARES INC $550.00%1 00.0% — 不变
ESML ISHARES TR $560.00%1 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $670.00%1 00.0% — 不变
IYH ISHARES TR $1340.00%2 00.0% — 不变
ESGD ISHARES TR $2060.00%2 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $4800.00%7 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $4960.00%6 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $6580.00%3 00.0% — 不变
— ISHARES TR $7540.00%20 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $8880.00%36 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $1,1680.00%20 20— $1,168 新建仓
VIOG VANGUARD ADMIRAL FDS INC $1,2270.00%8 00.0% — 不变
IFRA ISHARES TR $1,2610.00%20 -567-96.6% -$3.57万 重新持有
IHAK ISHARES TR $1,3360.00%22 00.0% — 不变
SRVR PACER FDS TR $1,3980.00%44 44— $1,398 新建仓
IXUS ISHARES TR $1,5270.00%16 16— $1,527 新建仓
AGG ISHARES TR $1,5840.00%16 00.0% — 不变
— FRANKLIN ETHEREUM TR $2,2730.00%190 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $2,5700.00%30 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $2,7270.00%9 9— $2,727 新建仓
ESGU ISHARES TR $2,8130.00%17 00.0% — 不变
FREL FIDELITY COVINGTON TRUST $2,8710.00%98 -17-14.8% -$498 重新持有
XLP SELECT SECTOR SPDR TR $3,4060.00%41 41— $3,406 新建仓
EUSA ISHARES INC $3,4260.00%30 00.0% — 不变
IUSG ISHARES TR $3,7620.00%20 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $4,1350.00%81 00.0% — 不变
DIHP DIMENSIONAL ETF TRUST $4,9140.00%144 00.0% — 不变
EEMA ISHARES INC $5,7310.00%49 49— $5,731 新建仓
QLD PROSHARES TR $5,8060.00%60 60— $5,806 新建仓
XLU SELECT SECTOR SPDR TR $6,0300.00%133 133— $6,030 新建仓
XLB SELECT SECTOR SPDR TR $6,1500.00%121 121— $6,150 新建仓
PBW INVESCO EXCHANGE TRADED FD T $6,3200.00%162 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $6,8960.00%57 00.0% — 不变
IYT ISHARES TR $7,1140.00%82 82— $7,114 新建仓
DAPP VANECK ETF TRUST $7,4230.00%383 383— $7,423 新建仓
EFV ISHARES TR $7,5020.00%98 98— $7,502 新建仓
KBWB INVESCO EXCH TRADED FD TR II $7,9030.00%85 85— $7,903 新建仓
IGM ISHARES TR $8,3430.00%51 51— $8,343 新建仓
ITB ISHARES TR $8,7760.00%84 84— $8,776 新建仓
IYW ISHARES TR $9,0800.00%36 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $9,3720.00%193 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $1.01万0.00%105 69191.7% $6,658 加仓
ICLN ISHARES TR $1.08万0.00%526 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $1.15万0.00%101 00.0% — 不变
PAVE GLOBAL X FDS $1.21万0.00%206 206— $1.21万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $1.23万0.00%137 1251,041.7% $1.13万 加仓
IWO ISHARES TR $1.30万0.00%33 00.0% — 不变
EFG ISHARES TR $1.36万0.00%109 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $1.39万0.00%150 00.0% — 不变
VHT VANGUARD WORLD FD $1.44万0.00%48 48— $1.44万 新建仓
TIP ISHARES TR $1.50万0.00%137 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.56万0.00%410 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $1.58万0.00%750 00.0% — 不变
— DBX ETF TR $1.67万0.00%270 00.0% — 不变
VFH VANGUARD WORLD FD $1.67万0.00%127 00.0% — 不变
MOAT VANECK ETF TRUST $1.91万0.00%184 00.0% — 不变
— DIMENSIONAL ETF TRUST $1.92万0.00%461 00.0% — 不变
VDC VANGUARD WORLD FD $1.94万0.00%86 86— $1.94万 新建仓
AVDE AMERICAN CENTY ETF TR $2.09万0.00%234 234— $2.09万 新建仓
SUSL ISHARES TR $2.28万0.00%172 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $2.31万0.00%131 80156.9% $1.41万 重新持有
EFAV ISHARES TR $2.35万0.00%268 00.0% — 不变
TLT ISHARES TR $2.38万0.00%275 275— $2.38万 新建仓
VIS VANGUARD WORLD FD $2.45万0.00%68 52325.0% $1.87万 重新持有
IEUR ISHARES TR $2.50万0.00%333 333— $2.50万 新建仓
ARKQ ARK ETF TR $2.64万0.00%200 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $2.70万0.00%500 333199.4% $1.80万 加仓
SCHA SCHWAB STRATEGIC TR $2.92万0.00%808 00.0% — 不变
— SPROTT FDS TR $2.93万0.00%2,348 00.0% — 不变
RSPN INVESCO EXCHANGE TRADED FD T $3.16万0.00%494 494— $3.16万 新建仓
XBI SPDR SERIES TRUST $3.17万0.00%200 200— $3.17万 新建仓
TAN INVESCO EXCH TRADED FD TR II $3.17万0.00%537 537— $3.17万 新建仓
ESGV VANGUARD WORLD FD $3.44万0.00%260 00.0% — 不变
— TIDAL TRUST III $3.49万0.00%574 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $3.50万0.00%1,300 00.0% — 不变
SLYG SPDR SERIES TRUST $3.53万0.00%296 00.0% — 不变
VOX VANGUARD WORLD FD $3.53万0.00%192 00.0% — 不变
ITA ISHARES TR $3.64万0.00%150 00.0% — 不变
IYY ISHARES TR $3.65万0.00%200 00.0% — 不变
SLYV SPDR SERIES TRUST $3.66万0.00%336 20.6% $218 加仓
JEPI J P MORGAN EXCHANGE TRADED F $3.67万0.00%650 650— $3.67万 新建仓
DFLV DIMENSIONAL ETF TRUST $3.95万0.00%1,000 1,000— $3.95万 新建仓
SMLF ISHARES TR $4.32万0.01%485 00.0% — 不变
— WISDOMTREE TR $4.68万0.01%357 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $4.77万0.01%991 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $4.80万0.01%1,302 -4-0.3% -$147 减仓
OEF ISHARES TR $4.94万0.01%135 00.0% — 不变
FLQL FRANKLIN TEMPLETON ETF TR $5.14万0.01%656 00.0% — 不变
SOXX ISHARES TR $5.19万0.01%81 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $5.37万0.01%521 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $5.54万0.01%1,884 00.0% — 不变