Glass Jacobson Investment Advisors llc
OWINGS MILLS MD · SEC CIK 0001964394
$2.90亿2026Q1 申报市值
607持仓数
21.3%前十大占比 · 第一大 3.4%
36 / 15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
DFAU 加仓+$125.27万
DFAI 加仓+$86.75万
BND 加仓+$86.00万
DFCF 加仓+$68.08万
VCLT 加仓+$58.35万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$31.76万
FLOT 减仓-$25.85万
CLS 清仓-$24.71万
NFLX 减仓-$23.63万
MOAT 减仓-$23.37万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $303.25万 | 1.05% | 82,493 | 11,153 | 15.6% | $41.00万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $314.77万 | 1.09% | 64,955 | 599 | 0.9% | $2.90万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $319.67万 | 1.10% | 94,409 | 7,994 | 9.3% | $27.07万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $327.25万 | 1.13% | 77,512 | 16,125 | 26.3% | $68.08万 | 加仓 |
| IWF | ISHARES TR | $329.35万 | 1.14% | 7,724 | -52 | -0.7% | -$2.22万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $331.75万 | 1.14% | 143,152 | 6,197 | 4.5% | $14.36万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $335.07万 | 1.16% | 42,270 | -1,922 | -4.3% | -$15.24万 | 减仓 |
| MGV | VANGUARD WORLD FD | $345.81万 | 1.19% | 23,857 | 55 | 0.2% | $7,972 | 加仓 |
| ITOT | ISHARES TR | $347.19万 | 1.20% | 24,376 | -67 | -0.3% | -$9,543 | 减仓 |
| IJJ | ISHARES TR | $365.75万 | 1.26% | 27,604 | -107 | -0.4% | -$1.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $374.05万 | 1.29% | 14,281 | 1,166 | 8.9% | $30.54万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $404.67万 | 1.40% | 113,320 | 14,604 | 14.8% | $52.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $406.59万 | 1.40% | 9,309 | -144 | -1.5% | -$6.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $407.52万 | 1.41% | 57,292 | 4,596 | 8.7% | $32.69万 | 加仓 |
| EFA | ISHARES TR | $421.45万 | 1.45% | 43,390 | -1,174 | -2.6% | -$11.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $424.35万 | 1.46% | 7,102 | 503 | 7.6% | $30.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $468.30万 | 1.61% | 23,868 | -96 | -0.4% | -$1.88万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $485.85万 | 1.68% | 22,363 | 752 | 3.5% | $16.34万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $631.72万 | 2.18% | 119,689 | 6,451 | 5.7% | $34.05万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $715.72万 | 2.47% | 403,225 | 784 | 0.2% | $1.39万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $727.50万 | 2.51% | 98,791 | 11,679 | 13.4% | $86.00万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $885.31万 | 3.05% | 227,236 | 22,267 | 10.9% | $86.75万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,000.25万 | 3.45% | 221,686 | 27,764 | 14.3% | $125.27万 | 加仓 |