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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL MYERS SQUIBB CO | $5.98万 | 0.02% | 1,039 | -231 | -18.2% | -$1.33万 | 减仓 |
| JEPI | JPMORGAN COMMON STOCK PREMIUM INCOME ETF | $5.85万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $5.79万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $5.77万 | 0.02% | 90 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $5.75万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $5.58万 | 0.01% | 979 | 3 | 0.3% | $171 | 加仓 |
| MMM | 3M CO | $5.55万 | 0.01% | 343 | 1 | 0.3% | $162 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $5.54万 | 0.01% | 1,076 | 5 | 0.5% | $257 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $5.50万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $5.43万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $5.42万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $5.42万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $5.36万 | 0.01% | 450 | -61 | -11.9% | -$7,264 | 减仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $5.26万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| — | VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $5.23万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $5.21万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $5.19万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $5.17万 | 0.01% | 2,497 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $5.16万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $5.14万 | 0.01% | 101 | -340 | -77.1% | -$17.32万 | 减仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $4.84万 | 0.01% | 1,964 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $4.83万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC F | $4.78万 | 0.01% | 881 | 881 | — | $4.78万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $4.77万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET | $4.77万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400INDEX FUND ETF SHARES | $4.73万 | 0.01% | 363 | -8 | -2.2% | -$1,042 | 减仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $4.66万 | 0.01% | 388 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CLASS C | $4.66万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG F | $4.58万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $4.44万 | 0.01% | 483 | 1 | 0.2% | $92 | 加仓 |
| NU | NU HLDGS LTD FCLASS A | $4.41万 | 0.01% | 3,300 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4.38万 | 0.01% | 1,686 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $4.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.34万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $4.30万 | 0.01% | 634 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $4.26万 | 0.01% | 189 | 1 | 0.5% | $225 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.06万 | 0.01% | 667 | 3 | 0.5% | $182 | 加仓 |
| F | FORD MTR CO DEL | $4.01万 | 0.01% | 2,886 | 3 | 0.1% | $42 | 加仓 |
| MPLX | MPLX LP LP | $4.01万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3.93万 | 0.01% | 952 | 952 | — | $3.93万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $3.81万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.74万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.74万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.58万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3.57万 | 0.01% | 522 | 5 | 1.0% | $342 | 加仓 |
| QS | QUANTUMSCAPE CORP CLASS A | $3.56万 | 0.01% | 4,704 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $3.53万 | 0.01% | 2,737 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $3.51万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $3.48万 | 0.01% | 372 | -123 | -24.8% | -$1.15万 | 减仓 |
| CIM | CHIMERA INVT CORP COMMON STOCKCLASS COMMON STOCK | $3.46万 | 0.01% | 2,592 | 36 | 1.4% | $480 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVE | $3.45万 | 0.01% | 1,726 | 52 | 3.1% | $1,041 | 加仓 |
| ACN | ACCENTURE PLC IRELAND FCLASS A | $3.41万 | 0.01% | 274 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.41万 | 0.01% | 890 | 170 | 23.6% | $6,513 | 加仓 |
| GSK | GSK PLC ADR F | $3.35万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $3.35万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG U.S. AGGREGATE BOND ETF | $3.34万 | 0.01% | 704 | 7 | 1.0% | $332 | 加仓 |
| BDX | BECTON DICKINSON & CO | $3.24万 | 0.01% | 214 | -14 | -6.1% | -$2,121 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS | $3.22万 | 0.01% | 60 | -40 | -40.0% | -$2.15万 | 减仓 |
| SYK | STRYKER CORP | $3.15万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3.14万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NE F | $3.11万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| MTB | M&T BK CORP | $3.07万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $3.05万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.04万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT IREIT | $2.98万 | 0.01% | 1,529 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | $2.95万 | 0.01% | 1,966 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2.94万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $2.92万 | 0.01% | 303 | -195 | -39.2% | -$1.88万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $2.92万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME | $2.92万 | 0.01% | 2,703 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. COMMON STOCK FACTOR ROTATION ACTIVE ETF | $2.86万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $2.73万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $2.69万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.67万 | 0.01% | 444 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $2.60万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $2.55万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS | $2.53万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $2.53万 | 0.01% | 488 | 488 | — | $2.53万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $2.51万 | 0.01% | 310 | 3 | 1.0% | $243 | 加仓 |
| QQQI | NEOS NASDAQ-100(R) HIGH INCOME ETF | $2.51万 | 0.01% | 441 | 274 | 164.1% | $1.56万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.50万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAP CORP | $2.47万 | 0.01% | 7,350 | 354 | 5.1% | $1,189 | 加仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $2.41万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.41万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.38万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CLASS A | $2.37万 | 0.01% | 42 | 2 | 5.0% | $1,128 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $2.36万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.34万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $2.34万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.33万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $2.32万 | 0.01% | 62 | 61 | 6,100.0% | $2.28万 | 加仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $2.31万 | 0.01% | 625 | 5 | 0.8% | $185 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.28万 | 0.01% | 77 | 1 | 1.3% | $296 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS A | $2.28万 | 0.01% | 1,312 | -300 | -18.6% | -$5,205 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.25万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $2.24万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAPETF | $2.24万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.19万 | 0.01% | 460 | 400 | 666.7% | $1.90万 | 加仓 |
| ETG | EV TAX ADV GLOBAL DIVIDE | $2.14万 | 0.01% | 909 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.99万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |