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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.97亿 | 23.58% | 286,579 | -1,465 | -0.5% | -$100.62万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.43亿 | 17.17% | 4,609,229 | -62,675 | -1.3% | -$194.92万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,764.55万 | 11.70% | 1,165,916 | 10,659 | 0.9% | $89.27万 | 加仓 |
| DGRW | WISDOMTREE TR | $7,912.49万 | 9.48% | 827,493 | 14,365 | 1.8% | $137.36万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $7,395.88万 | 8.86% | 2,007,568 | 9,813 | 0.5% | $36.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,238.94万 | 8.67% | 1,631,862 | 54,937 | 3.5% | $243.70万 | 加仓 |
| SNA | SNAP ON INC | $4,066.41万 | 4.87% | 101,054 | 10 | 0.0% | $4,024 | 加仓 |
| IWB | ISHARES TR | $1,727.87万 | 2.07% | 42,195 | -657 | -1.5% | -$26.90万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,636.68万 | 1.96% | 44,230 | 84 | 0.2% | $3.11万 | 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 |
| IVV | ISHARES TR | $717.04万 | 0.86% | 9,575 | 327 | 3.5% | $24.49万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $709.48万 | 0.85% | 203,816 | -4,013 | -1.9% | -$13.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $548.93万 | 0.66% | 77,043 | 2,176 | 2.9% | $15.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $537.97万 | 0.64% | 15,643 | -98 | -0.6% | -$3.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $458.02万 | 0.55% | 90,554 | -1,128 | -1.2% | -$5.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $349.46万 | 0.42% | 4,746 | 4,746 | — | $349.46万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $344.07万 | 0.41% | 40,247 | 1,824 | 4.7% | $15.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $259.45万 | 0.31% | 16,418 | 25 | 0.2% | $3,951 | 加仓 |
| IWF | ISHARES TR | $232.40万 | 0.28% | 18,716 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $175.91万 | 0.21% | 22,813 | 6 | 0.0% | $463 | 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 |
| VUG | VANGUARD INDEX FDS | $112.37万 | 0.13% | 13,045 | 475 | 3.8% | $4.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $112.24万 | 0.13% | 18,804 | 1,280 | 7.3% | $7.64万 | 加仓 |
| VB | VANGUARD INDEX FDS | $111.55万 | 0.13% | 3,680 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $110.26万 | 0.13% | 3,015 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $99.60万 | 0.12% | 48,053 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $97.05万 | 0.12% | 4,274 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $92.64万 | 0.11% | 8,397 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $91.77万 | 0.11% | 3,777 | 1 | 0.0% | $243 | 加仓 |
| SDY | SPDR SERIES TRUST | $91.35万 | 0.11% | 6,003 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $83.50万 | 0.10% | 13,850 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $80.37万 | 0.10% | 8,322 | -76 | -0.9% | -$7,340 | 减仓 |
| IEMG | ISHARES INC | $80.25万 | 0.10% | 9,687 | -54 | -0.6% | -$4,473 | 减仓 |
| IWD | ISHARES TR | $76.22万 | 0.09% | 3,144 | -232 | -6.9% | -$5.62万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $74.40万 | 0.09% | 19,969 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $71.26万 | 0.09% | 15,281 | 1,397 | 10.1% | $6.51万 | 加仓 |
| VGT | VANGUARD WORLD FD | $70.66万 | 0.08% | 5,912 | 744 | 14.4% | $8.89万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $69.98万 | 0.08% | 13,887 | 396 | 2.9% | $2.00万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $69.32万 | 0.08% | 15,370 | 2,823 | 22.5% | $12.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.63万 | 0.08% | 2,900 | 43 | 1.5% | $1.02万 | 加仓 |
| IBB | ISHARES TR | $66.11万 | 0.08% | 3,476 | 79 | 2.3% | $1.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $64.86万 | 0.08% | 19,484 | 188 | 1.0% | $6,259 | 加仓 |
| SPTM | SPDR SERIES TRUST | $62.72万 | 0.08% | 6,908 | 478 | 7.4% | $4.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $59.13万 | 0.07% | 2,713 | 25 | 0.9% | $5,449 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $58.78万 | 0.07% | 17,370 | 129 | 0.7% | $4,365 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $57.96万 | 0.07% | 3,129 | 22 | 0.7% | $4,075 | 加仓 |
| IJK | ISHARES TR | $54.52万 | 0.07% | 4,640 | 1,004 | 27.6% | $11.80万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $53.78万 | 0.06% | 1,588 | 1 | 0.1% | $339 | 加仓 |
| ARKK | ARK ETF TR | $53.73万 | 0.06% | 6,648 | -14,653 | -68.8% | -$118.42万 | 减仓 |
| IVW | ISHARES TR | $52.85万 | 0.06% | 3,843 | 200 | 5.5% | $2.75万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $52.58万 | 0.06% | 9,732 | 834 | 9.4% | $4.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $51.86万 | 0.06% | 2,722 | 1,620 | 147.0% | $30.86万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $51.22万 | 0.06% | 1,935 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $50.97万 | 0.06% | 9,860 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $50.55万 | 0.06% | 3,757 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $50.50万 | 0.06% | 6,163 | 2,267 | 58.2% | $18.57万 | 加仓 |
| TMFC | RBB FD INC | $45.68万 | 0.05% | 5,998 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.47万 | 0.05% | 1,180 | -117 | -9.0% | -$4.31万 | 减仓 |
| MTUM | ISHARES TR | $41.21万 | 0.05% | 1,202 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $40.94万 | 0.05% | 2,619 | 50 | 1.9% | $7,815 | 加仓 |
| UTES | ETFIS SER TR I | $38.03万 | 0.05% | 4,652 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $37.72万 | 0.05% | 2,543 | 76 | 3.1% | $1.13万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.39万 | 0.04% | 12,564 | 6,985 | 125.2% | $20.23万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $34.92万 | 0.04% | 2,188 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $32.23万 | 0.04% | 4,000 | 4 | 0.1% | $322 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $31.95万 | 0.04% | 7,856 | -202 | -2.5% | -$8,215 | 减仓 |
| KXI | ISHARES TR | $31.74万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $29.91万 | 0.04% | 4,635 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $29.32万 | 0.04% | 1,781 | 136 | 8.3% | $2.24万 | 加仓 |
| — | ISHARES TR | $28.82万 | 0.03% | 6,396 | 1,874 | 41.4% | $8.44万 | 加仓 |
| ITOT | ISHARES TR | $28.34万 | 0.03% | 1,725 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $26.82万 | 0.03% | 4,375 | 4,375 | — | $26.82万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.18万 | 0.03% | 482 | 482 | — | $25.18万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $23.30万 | 0.03% | 3,833 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $22.50万 | 0.03% | 3,065 | 309 | 11.2% | $2.27万 | 加仓 |
| LIT | GLOBAL X FDS | $20.76万 | 0.02% | 2,652 | 2,652 | — | $20.76万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.65万 | 0.02% | 1,616 | 1,616 | — | $20.65万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $19.38万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $19.29万 | 0.02% | 2,934 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $18.33万 | 0.02% | 1,711 | 1,561 | 1,040.7% | $16.72万 | 加仓 |
| IWM | ISHARES TR | $17.04万 | 0.02% | 567 | -106 | -15.8% | -$3.18万 | 减仓 |
| ARTY | ISHARES TR | $16.94万 | 0.02% | 2,224 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $16.92万 | 0.02% | 3,157 | 3,016 | 2,139.0% | $16.17万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $16.62万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $16.34万 | 0.02% | 2,181 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $14.69万 | 0.02% | 1,786 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $14.53万 | 0.02% | 1,507 | 586 | 63.6% | $5.65万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $14.52万 | 0.02% | 2,803 | 75 | 2.7% | $3,884 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $14.36万 | 0.02% | 2,054 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $14.14万 | 0.02% | 1,206 | 1,144 | 1,845.2% | $13.42万 | 加仓 |
| EFA | ISHARES TR | $14.08万 | 0.02% | 1,355 | -102 | -7.0% | -$1.06万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $13.93万 | 0.02% | 3,159 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $13.91万 | 0.02% | 1,571 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $13.84万 | 0.02% | 4,997 | -186 | -3.6% | -$5,152 | 减仓 |
| DGRO | ISHARES TR | $13.41万 | 0.02% | 1,769 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $13.38万 | 0.02% | 1,435 | 1,435 | — | $13.38万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $13.27万 | 0.02% | 3,145 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $12.70万 | 0.02% | 1,732 | 1,732 | — | $12.70万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $12.44万 | 0.01% | 3,687 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $12.43万 | 0.01% | 1,185 | 329 | 38.4% | $3.45万 | 加仓 |