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 |
|---|---|---|---|---|---|---|---|---|
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.97万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.95万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC CLASS B | $1.93万 | 0.01% | 180 | 1 | 0.6% | $107 | 加仓 |
| AZO | AUTOZONE INC | $1.92万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P U.S. VALUE ETF | $1.92万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1.88万 | 0.00% | 1,000 | -200 | -16.7% | -$3,764 | 减仓 |
| FTGS | FIRST TRUST GROWTH STRENGTH ETF | $1.86万 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.84万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $1.82万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| EOI | EV ENHANCED COMMON STOCK INCOM | $1.80万 | 0.00% | 916 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1.79万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CLASS A | $1.77万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.76万 | 0.00% | 504 | 1 | 0.2% | $35 | 加仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAP STRENGTH ETF | $1.71万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $1.71万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.70万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS | $1.69万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.69万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.68万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $1.63万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $1.58万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $1.58万 | 0.00% | 554 | 554 | — | $1.58万 | 新建仓 |
| P | EVERPURE INC CLASS A | $1.58万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.57万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $1.54万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAP CORP | $1.53万 | 0.00% | 1,405 | 0 | 0.0% | — | 不变 |
| — | VANGUARD HIGH-YIELD ACTIVE ETF | $1.53万 | 0.00% | 204 | 3 | 1.5% | $224 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.52万 | 0.00% | 15 | -10 | -40.0% | -$1.01万 | 减仓 |
| — | NORTHWEST BIOTHERAPEUTIC | $1.51万 | 0.00% | 80,574 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.49万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $1.48万 | 0.00% | 20,000 | 5,000 | 33.3% | $3,696 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $1.47万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.47万 | 0.00% | 407 | 1 | 0.2% | $36 | 加仓 |
| INTU | INTUIT | $1.46万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $1.45万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.44万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U.S. DIVIDEND COMMON STOCK ETF | $1.41万 | 0.00% | 445 | 3 | 0.7% | $95 | 加仓 |
| STAG | STAG INDL INC REIT | $1.39万 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.38万 | 0.00% | 102 | -206 | -66.9% | -$2.79万 | 减仓 |
| ROKU | ROKU INC CLASS A | $1.38万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MWH | SOLV ENERGY INC CLASS A | $1.36万 | 0.00% | 400 | 400 | — | $1.36万 | 新建仓 |
| — | STRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $1.35万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $1.34万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $1.34万 | 0.00% | 6,100 | 3,100 | 103.3% | $6,789 | 加仓 |
| TRP | TC ENERGY CORP F | $1.33万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $1.31万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $1.28万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $1.25万 | 0.00% | 43 | 0 | 0.0% | — | 重新持有 |
| BN | BROOKFIELD CORP FCLASS A | $1.23万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC F | $1.21万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US REAL ESTATE ETF | $1.18万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $1.18万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $1.17万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $1.16万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC REIT | $1.13万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1.08万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW REIT | $1.08万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $1.06万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $1.05万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.05万 | 0.00% | 34 | 1 | 3.0% | $309 | 加仓 |
| NLY | ANNALY CAP MGMT INC REIT | $9,954 | 0.00% | 445 | 433 | 3,608.3% | $9,686 | 加仓 |
| DNA | GINKGO BIOWORKS HLDG CLASS A | $9,910 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $9,781 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $9,771 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $9,689 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $9,639 | 0.00% | 135 | 95 | 237.5% | $6,783 | 重新持有 |
| PURR | HYPERLIQUID STRATEGIES I | $9,444 | 0.00% | 1,200 | 1,200 | — | $9,444 | 新建仓 |
| SPB | SPECTRUM BRANDS HLDGS IN | $9,399 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $9,376 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $9,365 | 0.00% | 61 | 1 | 1.7% | $154 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $9,196 | 0.00% | 34 | -50 | -59.5% | -$1.35万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $9,120 | 0.00% | 100 | -1,098 | -91.7% | -$10.01万 | 减仓 |
| IBHG | ISHARES IBONDS 2027 TERMHIGH YIELD AND INCOME ETF | $8,788 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $8,609 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $8,351 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG F | $8,270 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $8,155 | 0.00% | 83 | 1 | 1.2% | $98 | 加仓 |
| DEO | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $8,038 | 0.00% | 100 | -81 | -44.8% | -$6,511 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $7,938 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC F | $7,900 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EX TECH SPACEX CLASS A | $7,860 | 0.00% | 46 | 46 | — | $7,860 | 新建仓 |
| — | READY CAPITAL 6.25pcnt PFDCONV SER C | $7,734 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRU FCLASS A | $7,700 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDAT | $7,674 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CLASS A | $7,586 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $7,582 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $7,497 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $7,476 | 0.00% | 14 | 14 | — | $7,476 | 新建仓 |
| HLN | HALEON PLC F | $7,464 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $7,434 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GNK | GENCO SHIPPING & TRADI FTENDER OFFER EXP: 07/10/26 | $7,434 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE FCLASS A | $7,424 | 0.00% | 200 | 200 | — | $7,424 | 新建仓 |
| BNS | BANK NOVA SCOTIA F | $7,381 | 0.00% | 85 | 85 | — | $7,381 | 新建仓 |
| VIK | VIKING HLDGS LTD F | $7,327 | 0.00% | 70 | 5 | 7.7% | $523 | 加仓 |
| UUUU | ENERGY FUELS INC F | $7,250 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $7,160 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA LARGE-CAP ETF | $7,138 | 0.00% | 226 | 2 | 0.9% | $63 | 加仓 |
| DOCS | DOXIMITY INC CLASS A | $6,222 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $5,979 | 0.00% | 53 | 1 | 1.9% | $113 | 加仓 |