VSM Wealth Advisory, LLC
HUNT VALLEY MD · SEC CIK 0002050660
$3.76亿2026Q2 申报市值
507持仓数
53.6%前十大占比 · 第一大 15.2%
26 / 30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
EMNT 新建仓+$509.02万
LLY 加仓+$85.40万
VCSH 加仓+$78.22万
VSDM 新建仓+$70.80万
VUG 加仓+$62.92万
2026Q2 卖出最多 按季末市值估算
MINT 清仓-$472.15万
VTES 清仓-$73.11万
VO 减仓-$34.73万
LMT 减仓-$30.82万
DIMENSIONAL US L 清仓-$20.75万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $1.44万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $1.45万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.46万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.47万 | 0.00% | 407 | 1 | 0.2% | $36 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $1.47万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $1.48万 | 0.00% | 20,000 | 5,000 | 33.3% | $3,696 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.49万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| — | NORTHWEST BIOTHERAPEUTIC | $1.51万 | 0.00% | 80,574 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.52万 | 0.00% | 15 | -10 | -40.0% | -$1.01万 | 减仓 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $1.53万 | 0.00% | 204 | 3 | 1.5% | $224 | 加仓 |
| OBDC | BLUE OWL CAP CORP | $1.53万 | 0.00% | 1,405 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $1.54万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.57万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CLASS A | $1.58万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $1.58万 | 0.00% | 554 | 554 | — | $1.58万 | 新建仓 |
| SHW | SHERWIN-WILLIAMS CO | $1.58万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $1.63万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.68万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.69万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS | $1.69万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.70万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1.71万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAP STRENGTH ETF | $1.71万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.76万 | 0.00% | 504 | 1 | 0.2% | $35 | 加仓 |
| VEEV | VEEVA SYS INC CLASS A | $1.77万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.79万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| EOI | EV ENHANCED COMMON STOCK INCOM | $1.80万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $1.82万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.84万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $1.86万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1.88万 | 0.00% | 1,000 | -200 | -16.7% | -$3,764 | 减仓 |
| IUSV | ISHARES CORE S&P U.S. VALUE ETF | $1.92万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $1.92万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS B | $1.93万 | 0.01% | 180 | 1 | 0.6% | $107 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.95万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.97万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.99万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| ETG | EV TAX ADV GLOBAL DIVIDE | $2.14万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.19万 | 0.01% | 460 | 400 | 666.7% | $1.90万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAPETF | $2.24万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $2.24万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.25万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS A | $2.28万 | 0.01% | 1,312 | -300 | -18.6% | -$5,205 | 减仓 |
| TXN | TEXAS INSTRS INC | $2.28万 | 0.01% | 77 | 1 | 1.3% | $296 | 加仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $2.31万 | 0.01% | 625 | 5 | 0.8% | $185 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $2.32万 | 0.01% | 62 | 61 | 6,100.0% | $2.28万 | 加仓 |
| CTVA | CORTEVA INC | $2.33万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $2.34万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.34万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $2.36万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $2.37万 | 0.01% | 42 | 2 | 5.0% | $1,128 | 加仓 |
| BA | BOEING CO | $2.38万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.41万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI ISRAEL ETF | $2.41万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAP CORP | $2.47万 | 0.01% | 7,350 | 354 | 5.1% | $1,189 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.50万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $2.51万 | 0.01% | 441 | 274 | 164.1% | $1.56万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $2.51万 | 0.01% | 310 | 3 | 1.0% | $243 | 加仓 |
| — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $2.53万 | 0.01% | 488 | 488 | — | $2.53万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $2.53万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $2.55万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $2.60万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.67万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $2.69万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.73万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. COMMON STOCK FACTOR ROTATION ACTIVE ETF | $2.86万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME | $2.92万 | 0.01% | 2,703 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $2.92万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $2.92万 | 0.01% | 303 | -195 | -39.2% | -$1.88万 | 减仓 |
| GEV | GE VERNOVA INC | $2.94万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | $2.95万 | 0.01% | 1,966 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT IREIT | $2.98万 | 0.01% | 1,529 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.04万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $3.05万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| MTB | M&T BK CORP | $3.07万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NE F | $3.11万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.14万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $3.15万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS | $3.22万 | 0.01% | 60 | -40 | -40.0% | -$2.15万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $3.24万 | 0.01% | 214 | -14 | -6.1% | -$2,121 | 减仓 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $3.34万 | 0.01% | 704 | 7 | 1.0% | $332 | 加仓 |
| GSK | GSK PLC ADR F | $3.35万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $3.35万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.41万 | 0.01% | 890 | 170 | 23.6% | $6,513 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS A | $3.41万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| HQL | ABRDN LIFE SCIENCES INVE | $3.45万 | 0.01% | 1,726 | 52 | 3.1% | $1,041 | 加仓 |
| CIM | CHIMERA INVT CORP COMMON STOCKCLASS COMMON STOCK | $3.46万 | 0.01% | 2,592 | 36 | 1.4% | $480 | 加仓 |
| NEM | NEWMONT CORP | $3.48万 | 0.01% | 372 | -123 | -24.8% | -$1.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $3.51万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $3.53万 | 0.01% | 2,737 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP CLASS A | $3.56万 | 0.01% | 4,704 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3.57万 | 0.01% | 522 | 5 | 1.0% | $342 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.58万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.74万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.74万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS I | $3.81万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3.93万 | 0.01% | 952 | 952 | — | $3.93万 | 新建仓 |
| MPLX | MPLX LP LP | $4.01万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $4.01万 | 0.01% | 2,886 | 3 | 0.1% | $42 | 加仓 |