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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.72亿 | 23.40% | 288,044 | 2,991 | 1.0% | $178.73万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.30亿 | 17.69% | 4,671,904 | 5,341 | 0.1% | $14.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $8,675.98万 | 11.80% | 1,155,257 | 11,888 | 1.0% | $89.28万 | 加仓 |
| DGRW | WISDOMTREE TR | $7,142.52万 | 9.71% | 813,128 | -28,167 | -3.3% | -$247.42万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $6,786.37万 | 9.23% | 1,997,755 | 34,830 | 1.8% | $118.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,127.93万 | 8.33% | 1,576,925 | 47,945 | 3.1% | $186.31万 | 加仓 |
| SNA | SNAP ON INC | $3,670.12万 | 4.99% | 101,044 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $1,527.93万 | 2.08% | 42,852 | -403 | -0.9% | -$14.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,416.26万 | 1.93% | 44,146 | -497 | -1.1% | -$15.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $860.70万 | 1.17% | 13,235 | 496 | 3.9% | $32.26万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $633.88万 | 0.86% | 207,829 | 2,496 | 1.2% | $7.61万 | 加仓 |
| IVV | ISHARES TR | $604.08万 | 0.82% | 9,248 | -249 | -2.6% | -$16.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $479.75万 | 0.65% | 74,867 | -603 | -0.8% | -$3.86万 | 减仓 |
| VV | VANGUARD INDEX FDS | $470.43万 | 0.64% | 15,741 | 28 | 0.2% | $8,368 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $457.40万 | 0.62% | 91,682 | -53,631 | -36.9% | -$267.56万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $296.28万 | 0.40% | 38,423 | 10 | 0.0% | $771 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $242.78万 | 0.33% | 16,393 | -88 | -0.5% | -$1.30万 | 减仓 |
| IWF | ISHARES TR | $199.51万 | 0.27% | 4,679 | -344 | -6.8% | -$14.67万 | 减仓 |
| IJH | ISHARES TR | $154.02万 | 0.21% | 22,807 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $143.97万 | 0.20% | 21,301 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $113.24万 | 0.15% | 1,836 | 97 | 5.6% | $5.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $96.39万 | 0.13% | 3,680 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.72万 | 0.13% | 17,524 | -916 | -5.0% | -$4.95万 | 减仓 |
| — | TIDAL TRUST III | $93.62万 | 0.13% | 48,053 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $91.51万 | 0.12% | 2,095 | 225 | 12.0% | $9.83万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $91.13万 | 0.12% | 3,015 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $90.25万 | 0.12% | 4,274 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $87.60万 | 0.12% | 6,003 | -192 | -3.1% | -$2.80万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $82.04万 | 0.11% | 3,776 | 56 | 1.5% | $1.22万 | 加仓 |
| IWR | ISHARES TR | $81.64万 | 0.11% | 8,397 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $76.51万 | 0.10% | 13,850 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $76.02万 | 0.10% | 8,398 | -403 | -4.6% | -$3.65万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $74.14万 | 0.10% | 19,296 | 2,014 | 11.7% | $7.74万 | 加仓 |
| IWD | ISHARES TR | $72.14万 | 0.10% | 3,376 | 219 | 6.9% | $4.68万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $70.95万 | 0.10% | 19,969 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $67.94万 | 0.09% | 9,741 | 71 | 0.7% | $4,952 | 加仓 |
| — | ISHARES TR | $67.88万 | 0.09% | 74,022 | -9,738 | -11.6% | -$8.93万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.59万 | 0.08% | 13,491 | 48 | 0.4% | $2,191 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.44万 | 0.08% | 2,857 | -256 | -8.2% | -$5.51万 | 减仓 |
| IBB | ISHARES TR | $57.35万 | 0.08% | 3,397 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $57.05万 | 0.08% | 13,884 | 1,143 | 9.0% | $4.70万 | 加仓 |
| GLD | SPDR GOLD TR | $55.81万 | 0.08% | 1,297 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $53.20万 | 0.07% | 12,547 | 949 | 8.2% | $4.02万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $52.74万 | 0.07% | 2,688 | 12 | 0.4% | $2,354 | 加仓 |
| SPTM | SPDR SERIES TRUST | $50.84万 | 0.07% | 6,430 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $50.25万 | 0.07% | 3,107 | -295 | -8.7% | -$4.77万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.22万 | 0.07% | 17,241 | 1,058 | 6.5% | $3.08万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $46.84万 | 0.06% | 1,587 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $45.52万 | 0.06% | 4,121 | -3,246 | -44.1% | -$35.86万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $45.28万 | 0.06% | 1,935 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $45.04万 | 0.06% | 646 | 53 | 8.9% | $3.70万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $44.49万 | 0.06% | 9,860 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $42.29万 | 0.06% | 8,898 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $41.21万 | 0.06% | 3,643 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $41.09万 | 0.06% | 3,757 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $39.57万 | 0.05% | 5,998 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $38.90万 | 0.05% | 2,569 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $37.17万 | 0.05% | 4,652 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $36.61万 | 0.05% | 12,144 | -6,143 | -33.6% | -$18.52万 | 减仓 |
| IJK | ISHARES TR | $36.59万 | 0.05% | 3,636 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $31.49万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.67万 | 0.04% | 2,467 | 0 | 0.0% | — | 不变 |
| CWI | SPDR INDEX SHS FDS | $29.48万 | 0.04% | 8,058 | 80 | 1.0% | $2,927 | 加仓 |
| MTUM | ISHARES TR | $28.85万 | 0.04% | 1,202 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.68万 | 0.04% | 999 | 2 | 0.2% | $574 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $27.78万 | 0.04% | 2,188 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $27.63万 | 0.04% | 3,896 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $25.41万 | 0.03% | 4,635 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $24.57万 | 0.03% | 1,725 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $23.97万 | 0.03% | 1,645 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $23.75万 | 0.03% | 7,742 | 5,329 | 220.8% | $16.35万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $21.69万 | 0.03% | 3,833 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $20.29万 | 0.03% | 2,756 | 33 | 1.2% | $2,430 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $18.76万 | 0.03% | 2,934 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $16.88万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $16.69万 | 0.02% | 673 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $15.95万 | 0.02% | 2,181 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $15.42万 | 0.02% | 4,522 | 4,522 | — | $15.42万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $14.65万 | 0.02% | 1,102 | 18 | 1.7% | $2,392 | 加仓 |
| EFA | ISHARES TR | $14.15万 | 0.02% | 1,457 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $14.00万 | 0.02% | 1,786 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $14.00万 | 0.02% | 5,579 | -3,331 | -37.4% | -$8.36万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $13.89万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $13.44万 | 0.02% | 2,907 | 2,907 | — | $13.44万 | 新建仓 |
| GDX | VANECK ETF TRUST | $13.23万 | 0.02% | 1,442 | -655 | -31.2% | -$6.01万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $12.95万 | 0.02% | 1,571 | -576 | -26.8% | -$4.75万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $12.83万 | 0.02% | 2,054 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $12.83万 | 0.02% | 5,183 | 22 | 0.4% | $544 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $12.82万 | 0.02% | 3,159 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $12.81万 | 0.02% | 3,145 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $12.80万 | 0.02% | 2,728 | 12 | 0.4% | $563 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $12.44万 | 0.02% | 3,687 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $12.41万 | 0.02% | 1,769 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $11.11万 | 0.02% | 1,760 | 750 | 74.3% | $4.74万 | 加仓 |
| ARTY | ISHARES TR | $10.35万 | 0.01% | 2,224 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $9.64万 | 0.01% | 1,675 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $9.46万 | 0.01% | 1,143 | 1,143 | — | $9.46万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $9.28万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $9.22万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $8.79万 | 0.01% | 1,796 | 0 | 0.0% | — | 不变 |