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 |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONL US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INC CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORP CLASS A | $0 | 0.00% | 0 | -250 | -100.0% | -$4.05万 | 清仓 |
| — | BRISTOL-MYERS SQU 4pcnt PFDCONV | $0 | 0.00% | 0 | -20 | -100.0% | -$1.80万 | 清仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$1.62万 | 清仓 |
| — | INVSC S P MIDCAP 400 PURE GROWTH ETF | $0 | 0.00% | 0 | 0 | — | -$1.57万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -91 | -100.0% | -$1.48万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.14万 | 清仓 |
| HYLN | HYLIION HLDGS CORP CLASS A | $0 | 0.00% | 0 | 0 | — | -$9,200 | 清仓 |
| SGMT | SAGIMET BIOSCIENCES INC CLASS SERIES A | $0 | 0.00% | 0 | -1,500 | -100.0% | -$8,880 | 清仓 |
| — | REKOR SYS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$8,280 | 清仓 |
| AGCO | AGCO CORP DEL | $0 | 0.00% | 0 | -75 | -100.0% | -$7,824 | 清仓 |
| BE | BLOOM ENERGY CORP CLASS CLASS A | $0 | 0.00% | 0 | -85 | -100.0% | -$7,386 | 清仓 |
| HTGC | HERCULES CAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAK | NORTHERN DYNASTY MINER F | $0 | 0.00% | 0 | -1,176 | -100.0% | -$2,317 | 清仓 |
| CGW | INVSC S P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$1,575 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF IV | $0 | 0.00% | 0 | 0 | — | -$1,346 | 清仓 |
| — | ARRIVAL ORDF | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | AER ENERGY RES INC | $0 | 0.00% | 0 | -5 | -100.0% | — | 清仓 |
| — | AKOUSTIS TECHNOLOGIES IN | $0 | 0.00% | 0 | -50 | -100.0% | — | 清仓 |
| — | AYR WELLNESS INC FCLASS CLASS A | $0 | 0.00% | 1 | -274 | -99.6% | — | 重新持有 |
| — | ABATTIS BIOCEUTICALS C F | $0 | 0.00% | 1,200 | 1,200 | — | — | 新建仓 |
| — | PETROTEQ ENERGY INC F | $0 | 0.00% | 500,000 | 500,000 | — | — | 新建仓 |
| — | GME INNOTAINMENT INC | $0 | 0.00% | 250,000 | 250,000 | — | — | 新建仓 |
| — | LUMINAR TECHNOLOGIES INCCLASS A | $2 | 0.00% | 66 | 66 | — | $2 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CLASS CLASS A | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC CLASS CLASS A | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $23 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HLDGS INC CLASS A | $58 | 0.00% | 12 | -12 | -50.0% | -$58 | 减仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $110 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CYTODYN INC | $137 | 0.00% | 500 | 500 | — | $137 | 新建仓 |
| EMBC | EMBECTA CORP | $159 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $160 | 0.00% | 18 | 18 | — | $160 | 新建仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $188 | 0.00% | 2 | 2 | — | $188 | 新建仓 |
| — | BATTALION OIL CORP | $195 | 0.00% | 50 | 50 | — | $195 | 新建仓 |
| VTRS | VIATRIS INC | $203 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $209 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INREIT | $221 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NLY | VANECK URANIUM AND NUCLEAR ETF | $254 | 0.00% | 12 | -404 | -97.1% | -$8,545 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $265 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $300 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALI | $318 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| MAR | MANCHESTER UTD PLC NEW FCLASS A | $327 | 0.00% | 1 | -61 | -98.4% | -$2.00万 | 减仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $357 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SORRENTO THERAPEUTICS IN | $363 | 0.00% | 110,100 | 110,100 | — | $363 | 新建仓 |
| — | INSTITUTE BIOMEDICAL RES | $372 | 0.00% | 310,000 | 310,000 | — | $372 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $384 | 0.00% | 12 | 12 | — | $384 | 新建仓 |
| HGV | HILTON GRAND VACATIONS I | $391 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC F | $430 | 0.00% | 40 | 40 | — | $430 | 新建仓 |
| — | INOVIO PHARMACEUTICALS I | $435 | 0.00% | 250 | 250 | — | $435 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $481 | 0.00% | 13 | 13 | — | $481 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $525 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $534 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA ENERGY | $534 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | BIO GREEN MED SOL 6 PFDCONV | $565 | 0.00% | 1,882 | 33 | 1.8% | $10 | 加仓 |
| STK | COLUMBIA SELIGMAN PREMIU | $683 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $712 | 0.00% | 9 | 9 | — | $712 | 新建仓 |
| MICC | THE MAGNUM ICE CREAM C F | $748 | 0.00% | 50 | -50 | -50.0% | -$748 | 减仓 |
| SOLV | SOLVENTUM CORP | $784 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $818 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $889 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $912 | 0.00% | 16 | 16 | — | $912 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK | $948 | 0.00% | 25 | 25 | — | $948 | 新建仓 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $990 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD F | $1,002 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $1,232 | 0.00% | 50 | 50 | — | $1,232 | 新建仓 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 2 | — | $1,271 | 新建仓 |
| CVE | CENOVUS ENERGY INC F | $1,273 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,365 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,417 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $1,690 | 0.00% | 25 | 25 | — | $1,690 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1,706 | 0.00% | 9 | 9 | — | $1,706 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $1,822 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| REET | ISHARES GLOBAL REIT ETF | $1,836 | 0.00% | 73 | 73 | — | $1,836 | 新建仓 |
| RC | READY CAP CORP REIT | $1,858 | 0.00% | 1,147 | 6 | 0.5% | $10 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $2,108 | 0.00% | 850 | -850 | -50.0% | -$2,108 | 减仓 |
| HST | HOST HOTELS & RESORTS IN | $2,108 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MGMT FCLASS A | $2,134 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,136 | 0.00% | 15 | 15 | — | $2,136 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,162 | 0.00% | 31 | 31 | — | $2,162 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKI | $2,219 | 0.00% | 130 | 130 | — | $2,219 | 新建仓 |
| DNOW | DNOW INC | $2,251 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2,311 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC O | $2,330 | 0.00% | 145 | 145 | — | $2,330 | 新建仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $2,338 | 0.00% | 135 | 135 | — | $2,338 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $2,349 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC REIT | $2,600 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C | $2,660 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $2,700 | 0.00% | 1,500 | 1,500 | — | $2,700 | 新建仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2,885 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $3,013 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN | $3,020 | 0.00% | 416 | 416 | — | $3,020 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $3,067 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $3,160 | 0.00% | 189 | 0 | 0.0% | — | 不变 |