Glassman Wealth Services
VIENNA VA · SEC CIK 0001642160
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $58.78万 | 0.07% | 17,370 | 129 | 0.7% | $4,365 | 加仓 |
| VTV | VANGUARD INDEX FDS | $59.13万 | 0.07% | 2,713 | 25 | 0.9% | $5,449 | 加仓 |
| SPTM | SPDR SERIES TRUST | $62.72万 | 0.08% | 6,908 | 478 | 7.4% | $4.34万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $64.86万 | 0.08% | 19,484 | 188 | 1.0% | $6,259 | 加仓 |
| IBB | ISHARES TR | $66.11万 | 0.08% | 3,476 | 79 | 2.3% | $1.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.63万 | 0.08% | 2,900 | 43 | 1.5% | $1.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $69.32万 | 0.08% | 15,370 | 2,823 | 22.5% | $12.73万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $69.98万 | 0.08% | 13,887 | 396 | 2.9% | $2.00万 | 加仓 |
| VGT | VANGUARD WORLD FD | $70.66万 | 0.08% | 5,912 | 744 | 14.4% | $8.89万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $71.26万 | 0.09% | 15,281 | 1,397 | 10.1% | $6.51万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $74.40万 | 0.09% | 19,969 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $76.22万 | 0.09% | 3,144 | -232 | -6.9% | -$5.62万 | 减仓 |
| IEMG | ISHARES INC | $80.25万 | 0.10% | 9,687 | -54 | -0.6% | -$4,473 | 减仓 |
| IEFA | ISHARES TR | $80.37万 | 0.10% | 8,322 | -76 | -0.9% | -$7,340 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $83.50万 | 0.10% | 13,850 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $91.35万 | 0.11% | 6,003 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $91.77万 | 0.11% | 3,777 | 1 | 0.0% | $243 | 加仓 |
| IWR | ISHARES TR | $92.64万 | 0.11% | 8,397 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $97.05万 | 0.12% | 4,274 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $99.60万 | 0.12% | 48,053 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $110.26万 | 0.13% | 3,015 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $111.55万 | 0.13% | 3,680 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $112.24万 | 0.13% | 18,804 | 1,280 | 7.3% | $7.64万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $112.37万 | 0.13% | 13,045 | 475 | 3.8% | $4.09万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $124.49万 | 0.15% | 1,770 | -66 | -3.6% | -$4.64万 | 减仓 |
| IJH | ISHARES TR | $175.91万 | 0.21% | 22,813 | 6 | 0.0% | $463 | 加仓 |
| IWF | ISHARES TR | $232.40万 | 0.28% | 18,716 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $259.45万 | 0.31% | 16,418 | 25 | 0.2% | $3,951 | 加仓 |
| VXUS | VANGUARD STAR FDS | $344.07万 | 0.41% | 40,247 | 1,824 | 4.7% | $15.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $349.46万 | 0.42% | 4,746 | 4,746 | — | $349.46万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $458.02万 | 0.55% | 90,554 | -1,128 | -1.2% | -$5.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $537.97万 | 0.64% | 15,643 | -98 | -0.6% | -$3.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $548.93万 | 0.66% | 77,043 | 2,176 | 2.9% | $15.50万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $709.48万 | 0.85% | 203,816 | -4,013 | -1.9% | -$13.97万 | 减仓 |
| IVV | ISHARES TR | $717.04万 | 0.86% | 9,575 | 327 | 3.5% | $24.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,133.49万 | 1.36% | 15,179 | 1,944 | 14.7% | $145.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,636.68万 | 1.96% | 44,230 | 84 | 0.2% | $3.11万 | 加仓 |
| IWB | ISHARES TR | $1,727.87万 | 2.07% | 42,195 | -657 | -1.5% | -$26.90万 | 减仓 |
| SNA | SNAP ON INC | $4,066.41万 | 4.87% | 101,054 | 10 | 0.0% | $4,024 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,238.94万 | 8.67% | 1,631,862 | 54,937 | 3.5% | $243.70万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,395.88万 | 8.86% | 2,007,568 | 9,813 | 0.5% | $36.15万 | 加仓 |
| DGRW | WISDOMTREE TR | $7,912.49万 | 9.48% | 827,493 | 14,365 | 1.8% | $137.36万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,764.55万 | 11.70% | 1,165,916 | 10,659 | 0.9% | $89.27万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.43亿 | 17.17% | 4,609,229 | -62,675 | -1.3% | -$194.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.97亿 | 23.58% | 286,579 | -1,465 | -0.5% | -$100.62万 | 减仓 |