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
EFV ISHARES TR $7,5020.00%98 98— $7,502 新建仓
DAPP VANECK ETF TRUST $7,4230.00%383 383— $7,423 新建仓
IYT ISHARES TR $7,1140.00%82 82— $7,114 新建仓
VTWO VANGUARD SCOTTSDALE FDS $6,8960.00%57 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $6,3200.00%162 00.0% — 不变
XLB SELECT SECTOR SPDR TR $6,1500.00%121 121— $6,150 新建仓
XLU SELECT SECTOR SPDR TR $6,0300.00%133 133— $6,030 新建仓
QLD PROSHARES TR $5,8060.00%60 60— $5,806 新建仓
EEMA ISHARES INC $5,7310.00%49 49— $5,731 新建仓
DIHP DIMENSIONAL ETF TRUST $4,9140.00%144 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $4,1350.00%81 00.0% — 不变
IUSG ISHARES TR $3,7620.00%20 00.0% — 不变
EUSA ISHARES INC $3,4260.00%30 00.0% — 不变
XLP SELECT SECTOR SPDR TR $3,4060.00%41 41— $3,406 新建仓
FREL FIDELITY COVINGTON TRUST $2,8710.00%98 -17-14.8% -$498 重新持有
ESGU ISHARES TR $2,8130.00%17 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $2,7270.00%9 9— $2,727 新建仓
ROBO EXCHANGE TRADED CONCEPTS TRU $2,5700.00%30 00.0% — 不变
— FRANKLIN ETHEREUM TR $2,2730.00%190 00.0% — 不变
AGG ISHARES TR $1,5840.00%16 00.0% — 不变
IXUS ISHARES TR $1,5270.00%16 16— $1,527 新建仓
SRVR PACER FDS TR $1,3980.00%44 44— $1,398 新建仓
IHAK ISHARES TR $1,3360.00%22 00.0% — 不变
IFRA ISHARES TR $1,2610.00%20 -567-96.6% -$3.57万 重新持有
VIOG VANGUARD ADMIRAL FDS INC $1,2270.00%8 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $1,1680.00%20 20— $1,168 新建仓
SCHR SCHWAB STRATEGIC TR $8880.00%36 00.0% — 不变
— ISHARES TR $7540.00%20 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $6580.00%3 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $4960.00%6 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $4800.00%7 00.0% — 不变
ESGD ISHARES TR $2060.00%2 00.0% — 不变
IYH ISHARES TR $1340.00%2 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $670.00%1 00.0% — 不变
ESML ISHARES TR $560.00%1 00.0% — 不变
ESGE ISHARES INC $550.00%1 00.0% — 不变
— 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