Glassman Wealth Services
VIENNA VA · SEC CIK 0001642160
$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
26Q126Q2
前十大持仓 占组合比例
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 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8.44万 | 0.01% | 1,587 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $8.38万 | 0.01% | 1,585 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $8.37万 | 0.01% | 616 | 3 | 0.5% | $407 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $8.21万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $8.17万 | 0.01% | 921 | 0 | 0.0% | — | 不变 |
| ICOW | PACER FDS TR | $7.44万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $7.24万 | 0.01% | 2,197 | 0 | 0.0% | — | 不变 |
| AIA | ISHARES TR | $6.75万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $6.43万 | 0.01% | 856 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6.33万 | 0.01% | 494 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $5.72万 | 0.01% | 1,690 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $5.54万 | 0.01% | 1,354 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $5.40万 | 0.01% | 446 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $4.44万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $4.31万 | 0.01% | 1,300 | 1,000 | 333.3% | $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 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $4.04万 | 0.01% | 1,306 | 4 | 0.3% | $124 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3.83万 | 0.01% | 510 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $3.66万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $3.45万 | 0.00% | 192 | 42 | 28.0% | $7,538 | 加仓 |
| ITA | ISHARES TR | $3.28万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $3.17万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $3.16万 | 0.00% | 334 | 1 | 0.3% | $95 | 加仓 |
| — | SPROTT FDS TR | $3.12万 | 0.00% | 2,348 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $2.92万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $2.86万 | 0.00% | 296 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $2.45万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2.35万 | 0.00% | 808 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $1.95万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $1.88万 | 0.00% | 388 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.66万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.53万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $1.51万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $1.33万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $1.31万 | 0.00% | 270 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $1.08万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.04万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $9,621 | 0.00% | 526 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $9,011 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $8,947 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $8,814 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $6,961 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $6,757 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $6,598 | 0.00% | 72 | 72 | — | $6,598 | 新建仓 |
| IYW | ISHARES TR | $6,531 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $5,675 | 0.00% | 57 | -89 | -61.0% | -$8,861 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $5,116 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $4,781 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $4,640 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $4,418 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $3,102 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $3,053 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN ETHEREUM TR | $3,021 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2,901 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $2,425 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2,053 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1,588 | 0.00% | 16 | -405 | -96.2% | -$4.02万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $996 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $960 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $897 | 0.00% | 36 | 36 | — | $897 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $769 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $757 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $611 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $478 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $447 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $408 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $191 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $123 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $66 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $47 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | -654 | -100.0% | -$27.00万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -4,477 | -100.0% | -$22.53万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -3,697 | -100.0% | -$18.70万 | 清仓 |
| LVHI | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -3,277 | -100.0% | -$12.07万 | 清仓 |
| TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | -3,349 | -100.0% | -$8.03万 | 清仓 |
| PFFV | GLOBAL X FDS | $0 | 0.00% | 0 | -2,192 | -100.0% | -$4.87万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,001 | -100.0% | -$4.51万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -212 | -100.0% | -$4.21万 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -254 | -100.0% | -$2.73万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -262 | -100.0% | -$2.09万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -49 | -100.0% | -$1.89万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |