VSM Wealth Advisory, LLC
HUNT VALLEY MD · SEC CIK 0002050660
$3.35亿2026Q1 申报市值
505持仓数
53.5%前十大占比 · 第一大 14.9%
49 / 16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
VUG 加仓+$115.44万
VTV 加仓+$111.34万
VCSH 加仓+$60.80万
VV 加仓+$60.70万
LMT 加仓+$55.67万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$52.19万
MCD 减仓-$37.30万
LLY 减仓-$27.47万
LOW 减仓-$25.02万
DIMENSIONAL U.S. 减仓-$21.03万
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 |
|---|---|---|---|---|---|---|---|---|
| IVOO | VANGUARD S&P MID-CAP 400INDEX FUND ETF SHARES | $4.25万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.46万 | 0.01% | 292 | 0 | 0.0% | — | 重新持有 |
| KKR | KKR & CO INC | $4.46万 | 0.01% | 482 | 1 | 0.2% | $93 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.46万 | 0.01% | 165 | 94 | 132.4% | $2.54万 | 加仓 |
| OKE | ONEOK INC NEW | $4.52万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $4.55万 | 0.01% | 213 | 28 | 15.1% | $5,983 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $4.62万 | 0.01% | 498 | 195 | 64.4% | $1.81万 | 加仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $4.64万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| ORRF | ORRSTOWN FINL SVCS INC | $4.65万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD FCLASS CLASS A | $4.74万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $4.74万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $4.76万 | 0.01% | 976 | 4 | 0.4% | $195 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $4.85万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $4.86万 | 0.01% | 1,964 | -1,069 | -35.2% | -$2.64万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $4.90万 | 0.01% | 502 | -64 | -11.3% | -$6,252 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $4.91万 | 0.01% | 242 | 1 | 0.4% | $203 | 加仓 |
| WSFS | WSFS FINL CORP | $4.91万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.91万 | 0.01% | 255 | 1 | 0.4% | $193 | 加仓 |
| MMM | 3M CO | $4.97万 | 0.01% | 342 | 2 | 0.6% | $290 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $5.00万 | 0.01% | 511 | 1 | 0.2% | $98 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5.06万 | 0.02% | 1,686 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $5.08万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| MDGL | MICROCHIP TECHNOLOGY INC | $5.23万 | 0.02% | 100 | 100 | — | $5.23万 | 新建仓 |
| NEM | NEWMONT CORP | $5.36万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | $5.43万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN Common Stock PREMIUM INCOME ETF | $5.87万 | 0.02% | 1,035 | 67 | 6.9% | $3,797 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $5.89万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL TECH ETF | $5.99万 | 0.02% | 599 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES | $6.12万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR I | $6.13万 | 0.02% | 6,803 | 379 | 5.9% | $3,415 | 重新持有 |
| JEF | JEFFERIES FINL GROUP INC | $6.14万 | 0.02% | 1,488 | -222 | -13.0% | -$9,162 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $6.16万 | 0.02% | 638 | 4 | 0.6% | $386 | 加仓 |
| AGNC | AGNC INVT CORP REIT | $6.21万 | 0.02% | 6,188 | 464 | 8.1% | $4,654 | 加仓 |
| GM | GENERAL MTRS CO | $6.23万 | 0.02% | 837 | 1 | 0.1% | $74 | 加仓 |
| — | VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $6.25万 | 0.02% | 10,000 | 1,000 | 11.1% | $6,250 | 重新持有 |
| PPG | PPG INDS INC | $6.28万 | 0.02% | 588 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $6.41万 | 0.02% | 1,744 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS CLASS A | $6.47万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KAN F | $6.69万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $6.84万 | 0.02% | 1,168 | -129 | -9.9% | -$7,552 | 减仓 |
| HSY | HERSHEY CO | $6.87万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $6.89万 | 0.02% | 1,383 | 0 | 0.0% | — | 不变 |
| — | NORTHROP GRUMMAN CORP | $6.89万 | 0.02% | 101 | 101 | — | $6.89万 | 新建仓 |
| PNC | PNC FINL SERVICES | $6.97万 | 0.02% | 335 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LT F | $7.02万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| — | LAM RESH CORP | $7.06万 | 0.02% | 330 | 330 | — | $7.06万 | 新建仓 |
| ABT | ABBOTT LABS | $7.06万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.07万 | 0.02% | 1,071 | 11 | 1.0% | $726 | 加仓 |
| MS | MORGAN STANLEY | $7.08万 | 0.02% | 430 | 1 | 0.2% | $165 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $7.22万 | 0.02% | 495 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $7.24万 | 0.02% | 2,497 | 1 | 0.0% | $29 | 加仓 |
| — | ALLSPRING INCOME OPPORTU | $7.44万 | 0.02% | 11,480 | 582 | 5.3% | $3,771 | 重新持有 |
| ARCC | ARES CAP CORP Common Stock CLASS Common Stock | $7.65万 | 0.02% | 4,246 | 53 | 1.3% | $955 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $7.71万 | 0.02% | 1,270 | 234 | 22.6% | $1.42万 | 加仓 |
| — | MONDELEZ INTL INC CLASS A | $7.87万 | 0.02% | 1,366 | 1,366 | — | $7.87万 | 新建仓 |
| UNP | UNION PAC CORP | $7.93万 | 0.02% | 327 | 168 | 105.7% | $4.08万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $7.99万 | 0.02% | 1,668 | 626 | 60.1% | $3.00万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $8.17万 | 0.02% | 876 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $8.31万 | 0.02% | 1,767 | 3 | 0.2% | $141 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8.31万 | 0.02% | 195 | 11 | 6.0% | $4,690 | 加仓 |
| — | TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8.34万 | 0.02% | 19,209 | 6,000 | 45.4% | $2.60万 | 重新持有 |
| MRK | MERCK & CO. INC. | $8.72万 | 0.03% | 725 | 2 | 0.3% | $241 | 加仓 |
| ORCL | ORACLE CORP | $8.76万 | 0.03% | 595 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $8.95万 | 0.03% | 90 | -50 | -35.7% | -$4.97万 | 减仓 |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | $8.97万 | 0.03% | 4,768 | 99 | 2.1% | $1,863 | 加仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $9.20万 | 0.03% | 320 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLBL | $9.24万 | 0.03% | 8,431 | 212 | 2.6% | $2,324 | 加仓 |
| CACI | CACI INTL INC CLASS CLASS A | $9.25万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $9.27万 | 0.03% | 986 | 1 | 0.1% | $94 | 加仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $9.44万 | 0.03% | 1,918 | 1 | 0.1% | $49 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $9.47万 | 0.03% | 2,074 | 69 | 3.4% | $3,149 | 加仓 |
| — | DIMENSIONAL US SMALL CAPVALUE ETF | $9.47万 | 0.03% | 2,704 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9.52万 | 0.03% | 1,227 | 2 | 0.2% | $155 | 加仓 |
| TRV | TRAVELERS COS INC | $9.80万 | 0.03% | 336 | 102 | 43.6% | $2.97万 | 加仓 |
| EFX | EQUIFAX INC | $9.90万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $10.13万 | 0.03% | 669 | 4 | 0.6% | $606 | 加仓 |
| GILD | GILEAD SCIENCES INC | $10.48万 | 0.03% | 752 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $10.56万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| ETW | EV TAX-MANAGED GLB B-W O | $10.97万 | 0.03% | 12,499 | 432 | 3.6% | $3,793 | 重新持有 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $11.16万 | 0.03% | 1,509 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $11.19万 | 0.03% | 435 | 375 | 625.0% | $9.65万 | 加仓 |
| — | EV TAX-MANAGED BUY-WRITE | $11.20万 | 0.03% | 7,764 | 227 | 3.0% | $3,273 | 重新持有 |
| C | CITIGROUP INC | $11.34万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $11.59万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $12.00万 | 0.04% | 413 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES | $12.03万 | 0.04% | 295 | 106 | 56.1% | $4.32万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $12.08万 | 0.04% | 1,500 | 200 | 15.4% | $1.61万 | 加仓 |
| XEXGX | EV TAX-MGD GBL DIV EQUIT | $12.12万 | 0.04% | 13,997 | 533 | 4.0% | $4,616 | 重新持有 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $12.22万 | 0.04% | 637 | 79 | 14.2% | $1.52万 | 加仓 |
| NAD | NUVEEN QUALITY MUNI INCO | $12.22万 | 0.04% | 10,630 | 0 | 0.0% | — | 重新持有 |
| GLW | CORNING INC | $12.25万 | 0.04% | 901 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $12.98万 | 0.04% | 983 | 0 | 0.0% | — | 不变 |
| LOW | LOCKHEED MARTIN CORP | $13.54万 | 0.04% | 224 | -414 | -64.9% | -$25.02万 | 减仓 |
| USB | US BANCORP DEL | $13.64万 | 0.04% | 2,623 | 118 | 4.7% | $6,137 | 加仓 |
| QQQ | INVESCO QQQ TR | $13.91万 | 0.04% | 241 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $13.96万 | 0.04% | 1,272 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $14.51万 | 0.04% | 839 | 1 | 0.1% | $173 | 加仓 |
| PFE | PFIZER INC | $14.62万 | 0.04% | 5,208 | 1,502 | 40.5% | $4.22万 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE Common Stock 2 ETF | $14.84万 | 0.04% | 4,368 | 3 | 0.1% | $102 | 加仓 |
| LRCX | LOWES COS INC | $15.07万 | 0.04% | 638 | 308 | 93.3% | $7.28万 | 加仓 |