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 |
|---|---|---|---|---|---|---|---|---|
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -46,948 | -100.0% | -$472.15万 | 清仓 |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $0 | 0.00% | 0 | -7,229 | -100.0% | -$73.11万 | 清仓 |
| — | DIMENSIONAL US LARGE CAPVALUE ETF | $0 | 0.00% | 0 | -5,811 | -100.0% | -$20.75万 | 清仓 |
| — | MONDELEZ INTL INC CLASS A | $0 | 0.00% | 0 | -1,366 | -100.0% | -$7.87万 | 清仓 |
| — | LAM RESH CORP | $0 | 0.00% | 0 | -330 | -100.0% | -$7.06万 | 清仓 |
| — | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -101 | -100.0% | -$6.89万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -564 | -100.0% | -$3.66万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.51万 | 清仓 |
| — | MADRIGAL PHARMACEUTICALS | $0 | 0.00% | 0 | -60 | -100.0% | -$3.14万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -250 | -100.0% | -$2.89万 | 清仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $0 | 0.00% | 0 | -484 | -100.0% | -$2.27万 | 清仓 |
| DUSA | DAVIS SELECT U.S. Common StockETF | $0 | 0.00% | 0 | -388 | -100.0% | -$1.97万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -554 | -100.0% | -$1.43万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -75 | -100.0% | -$1.13万 | 清仓 |
| JMTG | JPMORGAN MORTGAGE-BACKEDSECURITIES ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$8,976 | 清仓 |
| IBHF | ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF | $0 | 0.00% | 0 | -384 | -100.0% | -$8,813 | 清仓 |
| — | VERIFY SMART CORP | $0 | 0.00% | 0 | -230,000 | -100.0% | -$4,830 | 清仓 |
| MSM | MSC INDL DIRECT INC CLASS A | $0 | 0.00% | 0 | -50 | -100.0% | -$4,614 | 清仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$2,338 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -73 | -100.0% | -$1,836 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$1,706 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,271 | 清仓 |
| SVM | SILVERCORP METALS INC F | $0 | 0.00% | 0 | -40 | -100.0% | -$430 | 清仓 |
| — | CYTODYN INC | $0 | 0.00% | 0 | -500 | -100.0% | -$137 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CLASS CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | LUMINAR TECHNOLOGIES INCCLASS A | $0 | 0.00% | 0 | -66 | -100.0% | -$2 | 清仓 |
| — | GME INNOTAINMENT INC | $0 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | PETROTEQ ENERGY INC F | $0 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | AYR WELLNESS INC FCLASS CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | ABATTIS BIOCEUTICALS C F | $0 | 0.00% | 0 | -1,200 | -100.0% | — | 清仓 |
| — | ARRIVAL ORDF | $0 | 0.00% | 0 | -30 | -100.0% | — | 清仓 |
| — | BIOLIFE SCIENCES INC | $0 | 0.00% | 5,000 | 5,000 | — | — | 新建仓 |
| UAA | UNDER ARMOUR INC CLASS A | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MANU | MANCHESTER UTD PLC NEW FCLASS A | $23 | 0.00% | 1 | -269 | -99.6% | -$6,187 | 减仓 |
| — | BEYOND MEAT INC | $25 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $59 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | SORRENTO THERAPEUTICS IN | $66 | 0.00% | 110,100 | 0 | 0.0% | — | 不变 |
| — | BATTALION OIL CORP | $66 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HLDGS INC CLASS A | $71 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC A CLASS A | $105 | 0.00% | 4 | 4 | — | $105 | 新建仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $107 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $176 | 0.00% | 19 | 1 | 5.6% | $9 | 加仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $193 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | BRAND ENGAGEMENT NETWORK | $222 | 0.00% | 13 | -12 | -48.0% | -$205 | 减仓 |
| VTRS | VIATRIS INC | $238 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $252 | 0.00% | 7 | -6 | -46.2% | -$216 | 减仓 |
| — | INOVIO PHARMACEUTICALS I | $275 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $293 | 0.00% | 6 | 1 | 20.0% | $49 | 加仓 |
| PK | PARK HOTELS & RESORTS INREIT | $299 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $303 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INSTITUTE BIOMEDICAL RES | $372 | 0.00% | 310,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA ENERGY | $393 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC CLASS A | $398 | 0.00% | 20 | 20 | — | $398 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALI | $405 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $408 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $474 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HGV | HILTON GRAND VACATIONS I | $524 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $642 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $677 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $721 | 0.00% | 10 | -6 | -37.5% | -$433 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $871 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $894 | 0.00% | 3 | 3 | — | $894 | 新建仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $897 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| STK | COLUMBIA SELIGMAN PREMIU | $970 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD F | $1,032 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $1,107 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $1,130 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $1,152 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $1,191 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,225 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,381 | 0.00% | 5 | 5 | — | $1,381 | 新建仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,392 | 0.00% | 12 | -448 | -97.4% | -$5.20万 | 减仓 |
| COIN | COINBASE GLOBAL INC CLASS A | $1,462 | 0.00% | 10 | 10 | — | $1,462 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,541 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $1,561 | 0.00% | 175 | 75 | 75.0% | $669 | 加仓 |
| — | BIO GREEN MED SOL 6pcnt PFDCONV | $1,600 | 0.00% | 1,882 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1,613 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P GLOBAL WATERINDEX ETF | $1,643 | 0.00% | 25 | 25 | — | $1,643 | 新建仓 |
| JETS | U.S. GLOBAL JETS ETF | $1,661 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,743 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $1,966 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RC | READY CAP CORP REIT | $2,017 | 0.00% | 1,153 | 6 | 0.5% | $10 | 加仓 |
| ARKK | ARK INNOVATION ETF | $2,021 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MGMT FCLASS A | $2,153 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2,358 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,416 | 0.00% | 16 | 16 | — | $2,416 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKI | $2,424 | 0.00% | 190 | 60 | 46.2% | $765 | 加仓 |
| DNOW | DNOW INC | $2,451 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,464 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,568 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS IN | $2,608 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | VANECK SPACE ETF | $2,702 | 0.00% | 105 | 105 | — | $2,702 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC O | $2,703 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC REIT | $2,705 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN | $2,708 | 0.00% | 416 | 0 | 0.0% | — | 不变 |