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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $185.61万 | 0.55% | 5,014 | -1,410 | -21.9% | -$52.19万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $194.82万 | 0.58% | 66,995 | 1,083 | 1.6% | $3.15万 | 加仓 |
| AAPL | APPLE INC | $282.67万 | 0.84% | 11,138 | 190 | 1.7% | $4.82万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $302.26万 | 0.90% | 60,586 | 4,478 | 8.0% | $22.34万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $305.03万 | 0.91% | 21,118 | -7 | -0.0% | -$1,011 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $349.93万 | 1.04% | 64,742 | 778 | 1.2% | $4.21万 | 加仓 |
| — | EXXON MOBIL CORP | $399.55万 | 1.19% | 23,550 | -339 | -1.4% | -$5.75万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $401.11万 | 1.20% | 6,713 | -27 | -0.4% | -$1.61万 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $414.19万 | 1.24% | 178,376 | 2,868 | 1.6% | $6.66万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $472.15万 | 1.41% | 46,948 | 2,326 | 5.2% | $23.39万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $788.12万 | 2.35% | 38,295 | -179 | -0.5% | -$3.68万 | 减仓 |
| — | DIMENSIONAL U.S. CORE Common Stock 2 ETF | $854.31万 | 2.55% | 219,843 | 8,822 | 4.2% | $34.28万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $867.76万 | 2.59% | 338,441 | 2,884 | 0.9% | $7.39万 | 加仓 |
| DFUS | DIMENSIONAL U.S. Common Stock MARKET ETF | $874.76万 | 2.61% | 123,361 | 4,068 | 3.4% | $28.85万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $891.12万 | 2.66% | 139,064 | 2,743 | 2.0% | $17.58万 | 加仓 |
| DFAU | DIMENSIONAL US CORE Common Stock MARKET ETF | $1,002.26万 | 2.99% | 222,133 | 7,586 | 3.5% | $34.23万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,099.87万 | 3.28% | 25,181 | 2,643 | 11.7% | $115.44万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $1,121.91万 | 3.35% | 446,978 | -3,640 | -0.8% | -$9.14万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $1,159.45万 | 3.46% | 154,388 | -314 | -0.2% | -$2.36万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1,185.35万 | 3.54% | 41,275 | 107 | 0.3% | $3.07万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,191.15万 | 3.56% | 60,711 | 5,675 | 10.3% | $111.34万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $1,440.29万 | 4.30% | 54,990 | 1,101 | 2.0% | $28.84万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,501.42万 | 4.48% | 101,379 | 141 | 0.1% | $2.09万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,545.07万 | 4.61% | 48,162 | 936 | 2.0% | $30.03万 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1,645.81万 | 4.91% | 69,634 | 95 | 0.1% | $2.25万 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $2,118.57万 | 6.32% | 267,260 | 7,670 | 3.0% | $60.80万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $5,001.79万 | 14.93% | 167,368 | 2,031 | 1.2% | $60.70万 | 加仓 |