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 |
|---|---|---|---|---|---|---|---|---|
| NAT | NORDIC AMERICAN TANKER F | $15.10万 | 0.05% | 25,772 | -5,000 | -16.2% | -$2.93万 | 重新持有 |
| PSX | PHILLIPS 66 | $15.16万 | 0.05% | 832 | -470 | -36.1% | -$8.56万 | 减仓 |
| PEP | PEPSICO INC | $15.76万 | 0.05% | 1,015 | 152 | 17.6% | $2.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS I | $15.87万 | 0.05% | 3,160 | 111 | 3.6% | $5,573 | 加仓 |
| JEPQ | JPMORGAN NASDAQ Common Stock PREMIUM INCOME ETF | $15.87万 | 0.05% | 2,858 | 76 | 2.7% | $4,220 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $16.12万 | 0.05% | 533 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $16.22万 | 0.05% | 981 | 1 | 0.1% | $165 | 加仓 |
| TFC | TRUIST FINL CORP | $17.15万 | 0.05% | 3,730 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $17.48万 | 0.05% | 6,973 | -9 | -0.1% | -$226 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $17.59万 | 0.05% | 1,554 | -800 | -34.0% | -$9.05万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $18.05万 | 0.05% | 487 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $18.20万 | 0.05% | 1,537 | 1 | 0.1% | $118 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $18.34万 | 0.05% | 2,557 | 8 | 0.3% | $574 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $18.49万 | 0.06% | 5,514 | 4 | 0.1% | $134 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $18.68万 | 0.06% | 2,423 | 281 | 13.1% | $2.17万 | 加仓 |
| ABBV | ABBVIE INC | $18.83万 | 0.06% | 866 | -74 | -7.9% | -$1.61万 | 减仓 |
| HL | HECLA MNG CO | $18.93万 | 0.06% | 10,162 | 1 | 0.0% | $19 | 加仓 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $19.83万 | 0.06% | 1,001 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.93万 | 0.06% | 2,068 | 2 | 0.1% | $193 | 加仓 |
| — | DIMENSIONAL US LARGE CAPVALUE ETF | $20.75万 | 0.06% | 5,811 | 5,811 | — | $20.75万 | 新建仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $20.79万 | 0.06% | 725 | 100 | 16.0% | $2.87万 | 加仓 |
| SO | SOUTHERN CO | $21.08万 | 0.06% | 2,184 | 3 | 0.1% | $289 | 加仓 |
| TPL | TEXAS PACIFIC LAND C | $22.21万 | 0.07% | 468 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $22.37万 | 0.07% | 623 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $22.74万 | 0.07% | 1,116 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.95万 | 0.07% | 709 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $24.26万 | 0.07% | 2,144 | 196 | 10.1% | $2.22万 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES | $24.46万 | 0.07% | 1,956 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE Common Stock MARKET ETF | $25.35万 | 0.08% | 7,488 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVIC | $25.43万 | 0.08% | 1,250 | -40 | -3.1% | -$8,137 | 减仓 |
| — | HONEYWELL INTL INC | $26.01万 | 0.08% | 1,151 | 900 | 358.6% | $20.34万 | 加仓 |
| CVX | CHEVRON CORP NEW | $26.08万 | 0.08% | 1,260 | -14 | -1.1% | -$2,898 | 减仓 |
| CAT | CATERPILLAR INC | $26.42万 | 0.08% | 373 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $27.11万 | 0.08% | 2,068 | 4 | 0.2% | $524 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $27.25万 | 0.08% | 1,757 | 304 | 20.9% | $4.72万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $28.46万 | 0.08% | 2,148 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.75万 | 0.09% | 6,741 | 0 | 0.0% | — | 不变 |
| NOC | ANNALY CAP MGMT INC REIT | $30.09万 | 0.09% | 441 | 340 | 336.6% | $23.20万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $31.40万 | 0.09% | 3,830 | 204 | 5.6% | $1.67万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $31.53万 | 0.09% | 6,217 | 592 | 10.5% | $3.00万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $32.03万 | 0.10% | 6,979 | 600 | 9.4% | $2.75万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $32.38万 | 0.10% | 902 | 98 | 12.2% | $3.52万 | 加仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $32.69万 | 0.10% | 8,007 | 1,343 | 20.2% | $5.48万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS Common Stock ETF | $32.72万 | 0.10% | 9,931 | 172 | 1.8% | $5,667 | 加仓 |
| NVDA | NVIDIA CORP | $32.77万 | 0.10% | 1,879 | 28 | 1.5% | $4,883 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $34.41万 | 0.10% | 4,672 | 507 | 12.2% | $3.73万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $34.53万 | 0.10% | 1,106 | 46 | 4.3% | $1.44万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $34.71万 | 0.10% | 16,152 | 217 | 1.4% | $4,663 | 加仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35.65万 | 0.11% | 31,608 | 0 | 0.0% | — | 重新持有 |
| AMZN | AMAZON.COM INC | $35.66万 | 0.11% | 1,712 | 20 | 1.2% | $4,165 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $35.88万 | 0.11% | 2,740 | 1,146 | 71.9% | $15.01万 | 加仓 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $35.96万 | 0.11% | 1,596 | 70 | 4.6% | $1.58万 | 加仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS N | $36.75万 | 0.11% | 7,286 | -395 | -5.1% | -$1.99万 | 减仓 |
| MCHP | MCDONALDS CORP | $37.22万 | 0.11% | 1,198 | 1,098 | 1,098.0% | $34.12万 | 加仓 |
| AON | AON PLC FCLASS CLASS A | $37.28万 | 0.11% | 1,155 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $37.78万 | 0.11% | 7,707 | 552 | 7.7% | $2.71万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $39.78万 | 0.12% | 1,316 | 414 | 45.9% | $12.51万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $40.31万 | 0.12% | 6,580 | 53 | 0.8% | $3,247 | 加仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $40.54万 | 0.12% | 3,355 | 305 | 10.0% | $3.69万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $40.95万 | 0.12% | 2,277 | 286 | 14.4% | $5.14万 | 加仓 |
| KO | THE COCA-COLA CO | $41.10万 | 0.12% | 5,404 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $41.56万 | 0.12% | 1,162 | 0 | 0.0% | — | 重新持有 |
| CSX | CSX CORP | $42.66万 | 0.13% | 10,392 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $43.51万 | 0.13% | 1,598 | 26 | 1.7% | $7,079 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $43.80万 | 0.13% | 5,585 | -539 | -8.8% | -$4.23万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $44.85万 | 0.13% | 3,375 | 103 | 3.1% | $1.37万 | 加仓 |
| TSLA | TESLA INC | $46.13万 | 0.14% | 1,241 | -15 | -1.2% | -$5,576 | 减仓 |
| WM | WASTE MGMT INC DEL | $48.59万 | 0.15% | 2,115 | -34 | -1.6% | -$7,812 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $49.20万 | 0.15% | 2,330 | 3 | 0.1% | $634 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $49.56万 | 0.15% | 3,583 | -234 | -6.1% | -$3.24万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $51.35万 | 0.15% | 4,574 | 7 | 0.2% | $786 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $53.99万 | 0.16% | 22,244 | 1 | 0.0% | $24 | 加仓 |
| DX | DYNEX CAP INC REIT | $54.06万 | 0.16% | 42,369 | 178 | 0.4% | $2,271 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $56.13万 | 0.17% | 3,046 | 539 | 21.5% | $9.93万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL Common Stock ETF | $56.43万 | 0.17% | 22,801 | 927 | 4.2% | $2.29万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $56.86万 | 0.17% | 6,411 | -1,099 | -14.6% | -$9.75万 | 减仓 |
| WFC | WELLS FARGO & CO | $57.01万 | 0.17% | 7,161 | 1,735 | 32.0% | $13.81万 | 加仓 |
| WMT | WALMART INC | $57.83万 | 0.17% | 4,653 | 1 | 0.0% | $124 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $58.28万 | 0.17% | 2,710 | 1 | 0.0% | $215 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $61.97万 | 0.18% | 20,318 | 404 | 2.0% | $1.23万 | 加仓 |
| IBM | IBM CORP | $65.52万 | 0.20% | 2,703 | 22 | 0.8% | $5,333 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $66.82万 | 0.20% | 1,023 | -289 | -22.0% | -$18.88万 | 减仓 |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $73.11万 | 0.22% | 7,229 | 610 | 9.2% | $6.17万 | 加仓 |
| GLD | SPDR GOLD SHARES | $75.00万 | 0.22% | 1,743 | 11 | 0.6% | $4,733 | 加仓 |
| LMT | ELI LILLY AND CO | $76.29万 | 0.23% | 829 | 605 | 270.1% | $55.67万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $77.08万 | 0.23% | 26,461 | 941 | 3.7% | $2.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.14万 | 0.23% | 2,656 | 1 | 0.0% | $294 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $80.31万 | 0.24% | 2,876 | 178 | 6.6% | $4.97万 | 加仓 |
| HD | HOME DEPOT INC | $82.42万 | 0.25% | 2,506 | -22 | -0.9% | -$7,236 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE Common Stock MARKET ETF | $85.82万 | 0.26% | 22,027 | -22 | -0.1% | -$857 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.23万 | 0.32% | 4,346 | -162 | -3.6% | -$3.96万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $106.84万 | 0.32% | 1,643 | 2 | 0.1% | $1,300 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $108.15万 | 0.32% | 1,550 | 22 | 1.4% | $1.53万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $125.96万 | 0.38% | 3,428 | 493 | 16.8% | $18.11万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $131.04万 | 0.39% | 6,032 | 115 | 1.9% | $2.50万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $144.70万 | 0.43% | 20,342 | -2,956 | -12.7% | -$21.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $145.53万 | 0.43% | 3,037 | -10 | -0.3% | -$4,792 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $152.62万 | 0.46% | 16,539 | 424 | 2.6% | $3.91万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $178.24万 | 0.53% | 57,571 | -6 | -0.0% | -$186 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $184.56万 | 0.55% | 12,733 | 950 | 8.1% | $13.77万 | 加仓 |