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 |
|---|---|---|---|---|---|---|---|---|
| BSJU | INVESCO EXCH TRD SLF IDX FD | $106 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $103 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $87 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $86 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC | $80 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $72 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $61 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -836 | -100.0% | -$24.71万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -6,870 | -100.0% | -$19.35万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -1,950 | -100.0% | -$7.69万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -3,037 | -100.0% | -$3.21万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -449 | -100.0% | -$3.03万 | 清仓 |
| SBLK | STAR BULK CARRIERS CORP. | $0 | 0.00% | 0 | -520 | -100.0% | -$9,995 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -171 | -100.0% | -$8,041 | 清仓 |
| — | AURORA CANNABIS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6,330 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP | $0 | 0.00% | 0 | -1,364 | -100.0% | -$5,388 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -28 | -100.0% | -$4,559 | 清仓 |
| — | TILRAY BRANDS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$4,515 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -256 | -100.0% | -$3,764 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -34 | -100.0% | -$3,571 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -82 | -100.0% | -$1,631 | 清仓 |
| GME | GAMESTOP CORP NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$302 | 清仓 |