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
AVLV AMERICAN CENTY ETF TR $11.86万0.01%1,301 1,301— $11.86万 新建仓
— AMPLIFY ETF TR $11.12万0.01%1,675 00.0% — 不变
IWP ISHARES TR $10.94万0.01%747 25351.2% $3.70万 加仓
— VANECK ETF TRUST $10.91万0.01%1,587 00.0% — 不变
GDX VANECK ETF TRUST $10.88万0.01%1,442 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $10.65万0.01%4,069 4,069— $10.65万 新建仓
BOTZ GLOBAL X FDS $10.52万0.01%2,774 00.0% — 不变
SPIB SPDR SERIES TRUST $10.49万0.01%3,135 3,135— $10.49万 新建仓
FNDF SCHWAB STRATEGIC TR $10.27万0.01%1,947 1518.4% $7,967 加仓
DSI ISHARES TR $10.18万0.01%715 715— $10.18万 新建仓
IGIB ISHARES TR $10.10万0.01%1,900 1,900— $10.10万 新建仓
SCHI SCHWAB STRATEGIC TR $10.07万0.01%4,450 4,450— $10.07万 新建仓
RWL INVESCO EXCH TRADED FD TR II $9.52万0.01%745 00.0% — 不变
WTAI WISDOMTREE TR $9.49万0.01%2,000 2,000— $9.49万 新建仓
FTCS FIRST TR EXCHANGE-TRADED FD $9.39万0.01%1,000 00.0% — 不变
— GOLDMAN SACHS ETF TR $9.29万0.01%1,478 1249.2% $7,797 加仓
URNM SPROTT FDS TR $9.26万0.01%1,760 00.0% — 不变
XLE SELECT SECTOR SPDR TR $9.08万0.01%1,710 37027.6% $1.97万 加仓
AIA ISHARES TR $9.00万0.01%635 00.0% — 不变
XLV SELECT SECTOR SPDR TR $8.98万0.01%566 566— $8.98万 新建仓
IWN ISHARES TR $8.69万0.01%393 393— $8.69万 新建仓
GLDM WORLD GOLD TR $8.61万0.01%1,084 1,084— $8.61万 新建仓
HDV ISHARES TR $8.50万0.01%3,103 230.7% $630 加仓
IJT ISHARES TR $8.48万0.01%475 475— $8.48万 新建仓
AKRE PROFESIONALLY MANAGED PORTFO $8.43万0.01%1,585 00.0% — 不变
SMH VANECK ETF TRUST $8.20万0.01%125 125— $8.20万 新建仓
EEM ISHARES TR $7.92万0.01%1,158 1,158— $7.92万 新建仓
DFUV DIMENSIONAL ETF TRUST $7.82万0.01%1,422 1,034266.5% $5.69万 加仓
IJS ISHARES TR $7.80万0.01%571 571— $7.80万 新建仓
VNQI VANGUARD INTL EQUITY INDEX F $7.34万0.01%1,637 1,637— $7.34万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $7.30万0.01%810 30058.8% $2.70万 加仓
ICOW PACER FDS TR $7.30万0.01%1,753 00.0% — 不变
FTGC FIRST TR EXCHANGE TRAD FD VI $7.26万0.01%2,684 2,684— $7.26万 新建仓
DLN WISDOMTREE TR $7.14万0.01%741 741— $7.14万 新建仓
SCHE SCHWAB STRATEGIC TR $7.03万0.01%1,939 -258-11.7% -$9,353 减仓
IJJ ISHARES TR $6.97万0.01%472 472— $6.97万 新建仓
OUNZ VANECK MERK GOLD ETF $6.95万0.01%1,800 1,800— $6.95万 新建仓
VPL VANGUARD INTL EQUITY INDEX F $6.91万0.01%597 488.7% $5,553 加仓
DFAE DIMENSIONAL ETF TRUST $6.80万0.01%1,690 00.0% — 不变
BBHY J P MORGAN EXCHANGE TRADED F $6.55万0.01%1,422 1,422— $6.55万 新建仓
DTCR GLOBAL X FDS $6.49万0.01%2,136 00.0% — 不变
IOO ISHARES TR $6.09万0.01%446 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $5.98万0.01%381 164.4% $2,512 加仓
SHY ISHARES TR $5.92万0.01%721 721— $5.92万 新建仓
SCHD SCHWAB STRATEGIC TR $5.64万0.01%1,780 -5,962-77.0% -$18.90万 减仓
SCHX SCHWAB STRATEGIC TR $5.54万0.01%1,884 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $5.37万0.01%521 00.0% — 不变
SOXX ISHARES TR $5.19万0.01%81 00.0% — 不变
FLQL FRANKLIN TEMPLETON ETF TR $5.14万0.01%656 00.0% — 不变
OEF ISHARES TR $4.94万0.01%135 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $4.80万0.01%1,302 -4-0.3% -$147 减仓
FVD FIRST TR EXCHANGE-TRADED FD $4.77万0.01%991 00.0% — 不变
— WISDOMTREE TR $4.68万0.01%357 00.0% — 不变
SMLF ISHARES TR $4.32万0.01%485 00.0% — 不变
DFLV DIMENSIONAL ETF TRUST $3.95万0.00%1,000 1,000— $3.95万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $3.67万0.00%650 650— $3.67万 新建仓
SLYV SPDR SERIES TRUST $3.66万0.00%336 20.6% $218 加仓
IYY ISHARES TR $3.65万0.00%200 00.0% — 不变
ITA ISHARES TR $3.64万0.00%150 00.0% — 不变
VOX VANGUARD WORLD FD $3.53万0.00%192 00.0% — 不变
SLYG SPDR SERIES TRUST $3.53万0.00%296 00.0% — 不变
— INVESTMENT MANAGERS SER TR I $3.50万0.00%1,300 00.0% — 不变
— TIDAL TRUST III $3.49万0.00%574 00.0% — 不变
ESGV VANGUARD WORLD FD $3.44万0.00%260 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $3.17万0.00%537 537— $3.17万 新建仓
XBI SPDR SERIES TRUST $3.17万0.00%200 200— $3.17万 新建仓
RSPN INVESCO EXCHANGE TRADED FD T $3.16万0.00%494 494— $3.16万 新建仓
— SPROTT FDS TR $2.93万0.00%2,348 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2.92万0.00%808 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $2.70万0.00%500 333199.4% $1.80万 加仓
ARKQ ARK ETF TR $2.64万0.00%200 00.0% — 不变
IEUR ISHARES TR $2.50万0.00%333 333— $2.50万 新建仓
VIS VANGUARD WORLD FD $2.45万0.00%68 52325.0% $1.87万 重新持有
TLT ISHARES TR $2.38万0.00%275 275— $2.38万 新建仓
EFAV ISHARES TR $2.35万0.00%268 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
SUSL ISHARES TR $2.28万0.00%172 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $2.09万0.00%234 234— $2.09万 新建仓
VDC VANGUARD WORLD FD $1.94万0.00%86 86— $1.94万 新建仓
— DIMENSIONAL ETF TRUST $1.92万0.00%461 00.0% — 不变
MOAT VANECK ETF TRUST $1.91万0.00%184 00.0% — 不变
VFH VANGUARD WORLD FD $1.67万0.00%127 00.0% — 不变
— DBX ETF TR $1.67万0.00%270 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $1.58万0.00%750 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $1.56万0.00%410 00.0% — 不变
TIP ISHARES TR $1.50万0.00%137 00.0% — 不变
VHT VANGUARD WORLD FD $1.44万0.00%48 48— $1.44万 新建仓
PSCT INVESCO EXCH TRADED FD TR II $1.39万0.00%150 00.0% — 不变
EFG ISHARES TR $1.36万0.00%109 00.0% — 不变
IWO ISHARES TR $1.30万0.00%33 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $1.23万0.00%137 1251,041.7% $1.13万 加仓
PAVE GLOBAL X FDS $1.21万0.00%206 206— $1.21万 新建仓
RPV INVESCO EXCHANGE TRADED FD T $1.15万0.00%101 00.0% — 不变
ICLN ISHARES TR $1.08万0.00%526 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $1.01万0.00%105 69191.7% $6,658 加仓
FNDC SCHWAB STRATEGIC TR $9,3720.00%193 00.0% — 不变
IYW ISHARES TR $9,0800.00%36 00.0% — 不变
ITB ISHARES TR $8,7760.00%84 84— $8,776 新建仓
IGM ISHARES TR $8,3430.00%51 51— $8,343 新建仓
KBWB INVESCO EXCH TRADED FD TR II $7,9030.00%85 85— $7,903 新建仓