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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS I | $12.99万 | 0.03% | 3,069 | -91 | -2.9% | -$3,853 | 减仓 |
| XEXGX | EV TAX-MGD GBL DIV EQUIT | $13.73万 | 0.04% | 13,997 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS CLASS A | $13.87万 | 0.04% | 270 | 0 | 0.0% | — | 重新持有 |
| C | CITIGROUP INC | $14.00万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $14.07万 | 0.04% | 638 | 414 | 184.8% | $9.13万 | 加仓 |
| PSX | PHILLIPS 66 | $14.08万 | 0.04% | 833 | 1 | 0.1% | $169 | 加仓 |
| NAT | NORDIC AMERICAN TANKER F | $14.28万 | 0.04% | 25,772 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESH CORP | $14.32万 | 0.04% | 330 | -308 | -48.3% | -$13.36万 | 减仓 |
| CSCO | CISCO SYS INC | $14.43万 | 0.04% | 1,229 | 2 | 0.2% | $235 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $14.82万 | 0.04% | 484 | 49 | 11.3% | $1.50万 | 加仓 |
| AFL | AFLAC INC | $14.91万 | 0.04% | 1,272 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $15.68万 | 0.04% | 10,163 | 1 | 0.0% | $15 | 加仓 |
| USB | US BANCORP DEL | $15.85万 | 0.04% | 2,624 | 1 | 0.0% | $60 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE COMMON STOCK 2 ETF | $16.17万 | 0.04% | 4,389 | 21 | 0.5% | $774 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $17.19万 | 0.05% | 1,554 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF | $17.44万 | 0.05% | 6,979 | 6 | 0.1% | $150 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $17.64万 | 0.05% | 5,517 | 3 | 0.1% | $96 | 加仓 |
| QQQ | INVESCO QQQ TR | $17.75万 | 0.05% | 241 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $17.75万 | 0.05% | 981 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $18.03万 | 0.05% | 533 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $18.31万 | 0.05% | 2,142 | -281 | -11.6% | -$2.40万 | 减仓 |
| TFC | TRUIST FINL CORP | $18.58万 | 0.05% | 3,730 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEXFUND ETF SHARES | $19.59万 | 0.05% | 1,001 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $19.90万 | 0.05% | 2,068 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND C | $20.48万 | 0.05% | 468 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $20.77万 | 0.06% | 487 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $20.92万 | 0.06% | 2,186 | 2 | 0.1% | $191 | 加仓 |
| CVX | CHEVRON CORP NEW | $20.93万 | 0.06% | 1,263 | 3 | 0.2% | $497 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $21.03万 | 0.06% | 1,539 | 2 | 0.1% | $273 | 加仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $21.15万 | 0.06% | 2,569 | 12 | 0.5% | $988 | 加仓 |
| JEPQ | JPMORGAN NASDAQ COMMON STOCK PREMIUM INCOME ETF | $21.73万 | 0.06% | 3,535 | 677 | 23.7% | $4.16万 | 加仓 |
| ABBV | ABBVIE INC | $21.80万 | 0.06% | 866 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL US LARGE CAPVALUE ETF | $22.98万 | 0.06% | 5,811 | 0 | 0.0% | — | 重新持有 |
| GLW | CORNING INC | $23.02万 | 0.06% | 901 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $25.61万 | 0.07% | 725 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $26.84万 | 0.07% | 1,951 | -193 | -9.0% | -$2.65万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $27.18万 | 0.07% | 1,240 | 124 | 11.1% | $2.72万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.35万 | 0.08% | 2,072 | 4 | 0.2% | $547 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES | $28.62万 | 0.08% | 1,956 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE COMMON STOCK MARKET ETF | $30.11万 | 0.08% | 7,488 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $30.86万 | 0.08% | 623 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $31.73万 | 0.08% | 2,148 | 0 | 0.0% | — | 不变 |
| — | EV TAX-MANAGED BUY-WRITE | $31.78万 | 0.08% | 20,451 | 12,687 | 163.4% | $19.72万 | 加仓 |
| MCD | MCDONALDS CORP | $32.43万 | 0.09% | 1,200 | 1,138 | 1,835.5% | $30.76万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $32.85万 | 0.09% | 6,470 | 253 | 4.1% | $1.28万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $33.30万 | 0.09% | 4,537 | -135 | -2.9% | -$9,910 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $34.49万 | 0.09% | 7,608 | 629 | 9.0% | $2.85万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.69万 | 0.09% | 2,741 | 1 | 0.0% | $127 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $35.37万 | 0.09% | 4,258 | 428 | 11.2% | $3.56万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS COMMON STOCK ETF | $35.50万 | 0.09% | 9,789 | -142 | -1.4% | -$5,149 | 减仓 |
| EXC | EXELON CORP | $35.98万 | 0.10% | 7,718 | 11 | 0.1% | $513 | 加仓 |
| MKC | MCCORMICK & CO INC CLASS N | $36.74万 | 0.10% | 7,287 | 1 | 0.0% | $50 | 加仓 |
| NVDA | NVIDIA CORP | $36.99万 | 0.10% | 1,848 | -31 | -1.6% | -$6,204 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $37.15万 | 0.10% | 6,995 | 415 | 6.3% | $2.20万 | 加仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $37.22万 | 0.10% | 8,453 | 446 | 5.6% | $1.96万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $37.68万 | 0.10% | 15,914 | -238 | -1.5% | -$5,636 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $37.70万 | 0.10% | 2,004 | 247 | 14.1% | $4.65万 | 加仓 |
| AON | AON PLC FCLASS A | $38.31万 | 0.10% | 1,155 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $38.62万 | 0.10% | 1,688 | 92 | 5.8% | $2.10万 | 加仓 |
| CAT | CATERPILLAR INC | $39.77万 | 0.11% | 373 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $39.78万 | 0.11% | 1,003 | 101 | 11.2% | $4.01万 | 加仓 |
| AMZN | AMAZON.COM INC | $40.76万 | 0.11% | 1,710 | -2 | -0.1% | -$477 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.58万 | 0.11% | 1,866 | -249 | -11.8% | -$5.55万 | 减仓 |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $41.89万 | 0.11% | 2,277 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $43.21万 | 0.11% | 1,199 | 93 | 8.4% | $3.35万 | 加仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $43.62万 | 0.12% | 31,608 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $43.92万 | 0.12% | 5,404 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $49.22万 | 0.13% | 3,740 | 385 | 11.5% | $5.07万 | 加仓 |
| CSX | CSX CORP | $49.39万 | 0.13% | 10,392 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $49.47万 | 0.13% | 20,493 | -1,751 | -7.9% | -$4.23万 | 减仓 |
| ETN | EATON CORP PLC F | $49.52万 | 0.13% | 1,162 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $49.97万 | 0.13% | 1,366 | 50 | 3.8% | $1.83万 | 加仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $50.00万 | 0.13% | 1,672 | 74 | 4.6% | $2.21万 | 加仓 |
| TSLA | TESLA INC | $51.19万 | 0.14% | 1,217 | -24 | -1.9% | -$1.01万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $52.61万 | 0.14% | 2,662 | -384 | -12.6% | -$7.59万 | 减仓 |
| WMT | WALMART INC | $52.74万 | 0.14% | 4,656 | 3 | 0.1% | $340 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $52.99万 | 0.14% | 2,334 | 4 | 0.2% | $908 | 加仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $54.97万 | 0.15% | 5,700 | -711 | -11.1% | -$6.86万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $56.44万 | 0.15% | 3,596 | 13 | 0.4% | $2,041 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $56.71万 | 0.15% | 2,396 | -314 | -11.6% | -$7.43万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.77万 | 0.16% | 7,111 | -50 | -0.7% | -$4,132 | 减仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $60.40万 | 0.16% | 7,752 | 2,167 | 38.8% | $16.88万 | 加仓 |
| DX | DYNEX CAP INC REIT | $60.53万 | 0.16% | 46,169 | 3,800 | 9.0% | $4.98万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $60.55万 | 0.16% | 4,579 | 5 | 0.1% | $661 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL COMMON STOCK ETF | $62.34万 | 0.17% | 22,504 | -297 | -1.3% | -$8,227 | 减仓 |
| GLD | SPDR GOLD SHARES | $64.21万 | 0.17% | 1,743 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $64.30万 | 0.17% | 3,375 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $70.80万 | 0.19% | 6,989 | 6,989 | — | $70.80万 | 新建仓 |
| CEG | CONSTELLATION ENERGY COR | $71.44万 | 0.19% | 2,877 | 1 | 0.0% | $248 | 加仓 |
| AMD | ADVANCED MICRO DEVICES I | $72.61万 | 0.19% | 1,250 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $73.23万 | 0.19% | 21,037 | 719 | 3.5% | $2.50万 | 加仓 |
| IBM | IBM CORP | $74.10万 | 0.20% | 2,635 | -68 | -2.5% | -$1.91万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $76.61万 | 0.20% | 1,023 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $81.84万 | 0.22% | 709 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $87.00万 | 0.23% | 2,658 | 2 | 0.1% | $655 | 加仓 |
| HD | HOME DEPOT INC | $87.27万 | 0.23% | 2,474 | -32 | -1.3% | -$1.13万 | 减仓 |
| INTC | INTEL CORP | $88.32万 | 0.23% | 6,325 | -416 | -6.2% | -$5.81万 | 减仓 |
| LLY | ELI LILLY AND CO | $90.56万 | 0.24% | 755 | 712 | 1,655.8% | $85.40万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE COMMON STOCK MARKET ETF | $91.03万 | 0.24% | 22,069 | 42 | 0.2% | $1,732 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $96.55万 | 0.26% | 28,531 | 2,070 | 7.8% | $7.00万 | 加仓 |