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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $107.12万 | 0.28% | 4,218 | -128 | -2.9% | -$3.25万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $122.77万 | 0.33% | 1,644 | 1 | 0.1% | $747 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $148.34万 | 0.39% | 6,105 | 73 | 1.2% | $1.77万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $148.73万 | 0.40% | 16,919 | -221 | -1.3% | -$1.94万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $150.01万 | 0.40% | 12,551 | 151 | 1.2% | $1.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $151.97万 | 0.40% | 3,037 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $158.65万 | 0.42% | 17,205 | 666 | 4.0% | $6.14万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $167.78万 | 0.45% | 20,377 | 35 | 0.2% | $2,882 | 加仓 |
| MSFT | MICROSOFT CORP | $186.34万 | 0.49% | 4,995 | -19 | -0.4% | -$7,088 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $211.88万 | 0.56% | 57,466 | -105 | -0.2% | -$3,871 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $221.39万 | 0.59% | 13,545 | 812 | 6.4% | $13.27万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $243.71万 | 0.65% | 67,453 | 458 | 0.7% | $1.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $309.83万 | 0.82% | 21,128 | 10 | 0.0% | $1,466 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $314.33万 | 0.83% | 62,145 | 1,559 | 2.6% | $7.89万 | 加仓 |
| AAPL | APPLE INC | $318.72万 | 0.85% | 11,015 | -123 | -1.1% | -$3.56万 | 减仓 |
| — | EXXON MOBIL CORP | $319.10万 | 0.85% | 23,340 | -210 | -0.9% | -$2.87万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $385.06万 | 1.02% | 64,510 | -232 | -0.4% | -$1.38万 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $411.74万 | 1.09% | 178,010 | -366 | -0.2% | -$8,466 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $449.09万 | 1.19% | 6,539 | -174 | -2.6% | -$11.95万 | 减仓 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $509.02万 | 1.35% | 50,493 | 50,493 | — | $509.02万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $924.58万 | 2.46% | 37,552 | -743 | -1.9% | -$18.29万 | 减仓 |
| — | DIMENSIONAL U.S. CORE COMMON STOCK 2 ETF | $993.42万 | 2.64% | 223,945 | 4,102 | 1.9% | $18.20万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,002.68万 | 2.66% | 340,698 | 2,257 | 0.7% | $6.64万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1,003.69万 | 2.67% | 140,869 | 1,805 | 1.3% | $12.86万 | 加仓 |
| DFUS | DIMENSIONAL U.S. COMMON STOCK MARKET ETF | $1,013.44万 | 2.69% | 123,681 | 320 | 0.3% | $2.62万 | 加仓 |
| DFAU | DIMENSIONAL US CORE COMMON STOCK MARKET ETF | $1,168.75万 | 3.10% | 226,108 | 3,975 | 1.8% | $20.55万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $1,277.53万 | 3.39% | 152,541 | -1,847 | -1.2% | -$15.47万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $1,281.34万 | 3.40% | 442,453 | -4,525 | -1.0% | -$13.10万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1,295.48万 | 3.44% | 160,789 | -4,311 | -2.6% | -$34.73万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,364.38万 | 3.62% | 158,390 | 7,304 | 4.8% | $62.92万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,376.31万 | 3.66% | 63,154 | 2,443 | 4.0% | $53.24万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,582.12万 | 4.20% | 100,115 | -1,264 | -1.2% | -$19.98万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $1,652.14万 | 4.39% | 54,504 | -486 | -0.9% | -$14.73万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,797.03万 | 4.77% | 48,563 | 401 | 0.8% | $14.84万 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1,905.65万 | 5.06% | 69,643 | 9 | 0.0% | $2,463 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $2,190.38万 | 5.82% | 277,158 | 9,898 | 3.7% | $78.22万 | 加仓 |
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $5,740.95万 | 15.25% | 166,932 | -436 | -0.3% | -$14.99万 | 减仓 |