13F 机构持仓

Glassman Wealth Services

VIENNA VA · SEC CIK 0001642160

2026Q22026Q1 更早 9 个季度 🔒
$7.36亿2026Q1 申报市值
187持仓数
90.3%前十大占比 · 第一大 23.4%
7 / 11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 23.4%
FNDX 17.7%
VEU 11.8%
DGRW 9.7%
DFAX 9.2%
DIMENSIONAL ET 8.3%
SNA 5.0%
IWB 2.1%
VTI 1.9%
SPY 1.2%

2026Q1 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$186.31万
VOO 加仓+$178.73万
DFAX 加仓+$118.32万
VEU 加仓+$89.28万
SPY 加仓+$32.26万

2026Q1 卖出最多 按季末市值估算

VTEB 减仓-$267.56万
DGRW 减仓-$247.42万
AVUV 减仓-$35.86万
MGK 清仓-$27.00万
USFR 清仓-$22.53万

2026Q1 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
RWL INVESCO EXCH TRADED FD TR II $8.56万0.01%745 00.0% — 不变
— VANECK ETF TRUST $8.44万0.01%1,587 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $8.38万0.01%1,585 00.0% — 不变
HDV ISHARES TR $8.37万0.01%616 30.5% $407 加仓
XLE SELECT SECTOR SPDR TR $8.21万0.01%1,340 00.0% — 不变
VNQ VANGUARD INDEX FDS $8.17万0.01%921 00.0% — 不变
ICOW PACER FDS TR $7.44万0.01%1,753 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $7.24万0.01%2,197 00.0% — 不变
AIA ISHARES TR $6.75万0.01%635 00.0% — 不变
HACK AMPLIFY ETF TR $6.43万0.01%856 00.0% — 不变
IWP ISHARES TR $6.33万0.01%494 00.0% — 不变
DFAE DIMENSIONAL ETF TRUST $5.72万0.01%1,690 00.0% — 不变
— GOLDMAN SACHS ETF TR $5.54万0.01%1,354 00.0% — 不变
IOO ISHARES TR $5.40万0.01%446 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $5.37万0.01%549 -390-41.5% -$3.81万 减仓
AVDV AMERICAN CENTY ETF TR $5.20万0.01%521 00.0% — 不变
DTCR GLOBAL X FDS $5.12万0.01%2,136 -2,796-56.7% -$6.70万 减仓
VT VANGUARD INTL EQUITY INDEX F $5.05万0.01%365 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $4.83万0.01%1,884 -1,818-49.1% -$4.66万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $4.66万0.01%991 00.0% — 不变
FLQL FRANKLIN TEMPLETON ETF TR $4.44万0.01%656 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $4.31万0.01%1,300 1,000333.3% $3.31万 加仓
OEF ISHARES TR $4.29万0.01%135 -523-79.5% -$16.63万 减仓
— WISDOMTREE TR $4.13万0.01%357 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $4.04万0.01%1,306 40.3% $124 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $3.83万0.01%510 00.0% — 不变
SMLF ISHARES TR $3.66万0.00%485 00.0% — 不变
VOX VANGUARD WORLD FD $3.45万0.00%192 4228.0% $7,538 加仓
ITA ISHARES TR $3.28万0.00%150 00.0% — 不变
IYY ISHARES TR $3.17万0.00%200 00.0% — 不变
SLYV SPDR SERIES TRUST $3.16万0.00%334 10.3% $95 加仓
— SPROTT FDS TR $3.12万0.00%2,348 00.0% — 不变
ESGV VANGUARD WORLD FD $2.92万0.00%260 00.0% — 不变
SLYG SPDR SERIES TRUST $2.86万0.00%296 00.0% — 不变
— TIDAL TRUST III $2.78万0.00%574 -16-2.7% -$774 减仓
SOXX ISHARES TR $2.66万0.00%81 00.0% — 不变
EFAV ISHARES TR $2.45万0.00%268 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2.35万0.00%808 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.30万0.00%780 780— $2.30万 新建仓
ARKQ ARK ETF TR $2.25万0.00%200 00.0% — 不变
SUSL ISHARES TR $1.95万0.00%172 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $1.88万0.00%388 00.0% — 不变
MOAT VANECK ETF TRUST $1.78万0.00%184 -508-73.4% -$4.91万 减仓
— DIMENSIONAL ETF TRUST $1.69万0.00%461 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.66万0.00%150 00.0% — 不变
VFH VANGUARD WORLD FD $1.53万0.00%127 00.0% — 不变
TIP ISHARES TR $1.51万0.00%137 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.33万0.00%410 00.0% — 不变
— DBX ETF TR $1.31万0.00%270 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $1.27万0.00%750 750— $1.27万 新建仓
EFG ISHARES TR $1.21万0.00%109 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $1.08万0.00%101 00.0% — 不变
IWO ISHARES TR $1.04万0.00%33 00.0% — 不变
ICLN ISHARES TR $9,6210.00%526 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $9,0110.00%150 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $8,9470.00%193 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $8,8140.00%167 00.0% — 不变
XLF SELECT SECTOR SPDR TR $6,9610.00%141 00.0% — 不变
XLY SELECT SECTOR SPDR TR $6,7570.00%62 00.0% — 不变
BIL SPDR SERIES TRUST $6,5980.00%72 72— $6,598 新建仓
IYW ISHARES TR $6,5310.00%36 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $5,6750.00%57 -89-61.0% -$8,861 减仓
PBW INVESCO EXCHANGE TRADED FD T $5,1160.00%162 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $4,7810.00%81 00.0% — 不变
DIHP DIMENSIONAL ETF TRUST $4,6400.00%144 00.0% — 不变
IMTM ISHARES TR $4,4180.00%92 00.0% — 不变
IUSG ISHARES TR $3,1020.00%20 00.0% — 不变
EUSA ISHARES INC $3,0530.00%30 00.0% — 不变
— FRANKLIN ETHEREUM TR $3,0210.00%190 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $2,9010.00%36 00.0% — 不变
ESGU ISHARES TR $2,4250.00%17 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $2,0530.00%30 00.0% — 不变
AGG ISHARES TR $1,5880.00%16 -405-96.2% -$4.02万 减仓
VIOG VANGUARD ADMIRAL FDS INC $9960.00%8 00.0% — 不变
IHAK ISHARES TR $9600.00%22 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $8970.00%36 36— $897 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $7690.00%12 00.0% — 不变
— ISHARES TR $7570.00%20 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $6110.00%3 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $4780.00%7 00.0% — 不变
DVYE ISHARES INC $4470.00%13 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $4080.00%1 00.0% — 不变
ESGD ISHARES TR $1910.00%2 00.0% — 不变
IYH ISHARES TR $1230.00%2 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $660.00%1 00.0% — 不变
ESML ISHARES TR $470.00%1 00.0% — 不变
ESGE ISHARES INC $450.00%1 00.0% — 不变
MGK VANGUARD WORLD FD $00.00%0 -654-100.0% -$27.00万 清仓
USFR WISDOMTREE TR $00.00%0 -4,477-100.0% -$22.53万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -3,697-100.0% -$18.70万 清仓
LVHI LEGG MASON ETF INVT $00.00%0 -3,277-100.0% -$12.07万 清仓
TDTF FLEXSHARES TR $00.00%0 -3,349-100.0% -$8.03万 清仓
PFFV GLOBAL X FDS $00.00%0 -2,192-100.0% -$4.87万 清仓
FXU FIRST TR EXCHANGE TRADED FD $00.00%0 -1,001-100.0% -$4.51万 清仓
QUAL ISHARES TR $00.00%0 -212-100.0% -$4.21万 清仓
IFRA ISHARES TR $00.00%0 —— — 申报中断
GVI ISHARES TR $00.00%0 -254-100.0% -$2.73万 清仓
HHH HOWARD HUGHES HOLDINGS INC $00.00%0 -262-100.0% -$2.09万 清仓
IWV ISHARES TR $00.00%0 -49-100.0% -$1.89万 清仓
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断