Glass Jacobson Investment Advisors llc
OWINGS MILLS MD · SEC CIK 0001964394
$3.21亿2026Q2 申报市值
618持仓数
21.2%前十大占比 · 第一大 3.4%
35 / 25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
BND 加仓+$141.09万
BSV 加仓+$58.12万
BSJS 加仓+$52.22万
DFCF 加仓+$51.85万
DIMENSIONAL ETF 加仓+$49.03万
2026Q2 卖出最多 按季末市值估算
DFAU 减仓-$40.54万
VIGI 减仓-$35.84万
ESLT 清仓-$34.22万
ITB 减仓-$33.08万
VUG 减仓-$29.98万
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 |
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | $382 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $380 | 0.00% | 6 | 1 | 20.0% | $63 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $367 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $356 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $355 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $337 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $335 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $224 | 0.00% | 1 | -1 | -50.0% | -$224 | 减仓 |
| — | AMPLIFY ETF TR | $181 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $142 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $116 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $110 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $108 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. | $96 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $89 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | MEDIFAST INC | $75 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $62 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $54 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -403 | -100.0% | -$34.22万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,375 | -100.0% | -$27.91万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -13,214 | -100.0% | -$27.60万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -697 | -100.0% | -$18.86万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,791 | -100.0% | -$10.97万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,889 | -100.0% | -$8.88万 | 清仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -594 | -100.0% | -$7.02万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -894 | -100.0% | -$4.77万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -438 | -100.0% | -$4.18万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.78万 | 清仓 |
| WTAI | WISDOMTREE TR | $0 | 0.00% | 0 | -1,009 | -100.0% | -$2.85万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -725 | -100.0% | -$2.68万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -814 | -100.0% | -$2.61万 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -780 | -100.0% | -$2.58万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -114 | -100.0% | -$2.05万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -264 | -100.0% | -$1.87万 | 清仓 |
| — | AXIL BRANDS INC | $0 | 0.00% | 0 | -2,501 | -100.0% | -$1.75万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -70 | -100.0% | -$8,366 | 清仓 |
| GT | GOODYEAR TIRE & RUBR CO | $0 | 0.00% | 0 | -850 | -100.0% | -$5,636 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -385 | -100.0% | -$4,334 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -76 | -100.0% | -$3,511 | 清仓 |
| DXYZ | DESTINY TECH100 INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,678 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | -5 | -100.0% | -$587 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -11 | -100.0% | -$566 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -8 | -100.0% | -$397 | 清仓 |