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 |
|---|---|---|---|---|---|---|---|---|
| AEE | AMEREN CORP | $5,611 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CLASS CLASS A | $5,400 | 0.00% | 200 | 200 | — | $5,400 | 新建仓 |
| KHC | KRAFT HEINZ CO | $5,173 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC CLASS A | $5,170 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP Common Stock ETF | $5,141 | 0.00% | 110 | 110 | — | $5,141 | 新建仓 |
| ECL | ECOLAB INC | $5,054 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $5,001 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | VERIFY SMART CORP | $4,830 | 0.00% | 230,000 | 230,000 | — | $4,830 | 新建仓 |
| VIK | VIKING HLDGS LTD F | $4,776 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| AMAL | AMALGAMATED FINL CORP | $4,771 | 0.00% | 123 | 1 | 0.8% | $39 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG F | $4,757 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $4,686 | 0.00% | 52 | 1 | 2.0% | $90 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $4,617 | 0.00% | 51 | 51 | — | $4,617 | 新建仓 |
| MSM | MSC INDL DIRECT INC CLASS A | $4,614 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LAB | STANDARD BIOTOOLS INC | $4,597 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| MANU | MASTERCARD INC CLASS CLASS A | $4,541 | 0.00% | 270 | 269 | 26,900.0% | $4,525 | 加仓 |
| — | DIMENSIONAL US CORE Common Stock 1 ETF | $4,469 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AWYS CORP Common StockCLASS Common Stock | $4,420 | 0.00% | 1,000 | -1,000 | -50.0% | -$4,420 | 减仓 |
| ALC | ALCON INC F | $4,370 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $4,365 | 0.00% | 375 | -373 | -49.9% | -$4,342 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $4,079 | 0.00% | 109 | 1 | 0.9% | $37 | 加仓 |
| LAC | LITHIUM AMERS CORP F | $3,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARTNA | ARTESIAN RES CORP CLASS A | $3,886 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MTG TR INC REIT | $3,466 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,458 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG FCLASS A | $3,402 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY AND TECH ETF | $3,230 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $3,160 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $3,067 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | FEDERAL NATL MTG ASSN | $3,020 | 0.00% | 416 | 416 | — | $3,020 | 新建仓 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $3,013 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2,885 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $2,700 | 0.00% | 1,500 | 1,500 | — | $2,700 | 新建仓 |
| FCCO | FIRST CMNTY CORP S C | $2,660 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC REIT | $2,600 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $2,349 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $2,338 | 0.00% | 135 | 135 | — | $2,338 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC O | $2,330 | 0.00% | 145 | 145 | — | $2,330 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $2,311 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2,251 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKI | $2,219 | 0.00% | 130 | 130 | — | $2,219 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,162 | 0.00% | 31 | 31 | — | $2,162 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,136 | 0.00% | 15 | 15 | — | $2,136 | 新建仓 |
| BAM | BROOKFIELD ASSET MGMT FCLASS A | $2,134 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| 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 |
| RC | READY CAP CORP REIT | $1,858 | 0.00% | 1,147 | 6 | 0.5% | $10 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $1,836 | 0.00% | 73 | 73 | — | $1,836 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $1,822 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1,706 | 0.00% | 9 | 9 | — | $1,706 | 新建仓 |
| ARKK | ARK INNOVATION ETF | $1,690 | 0.00% | 25 | 25 | — | $1,690 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,417 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,365 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $1,273 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 2 | — | $1,271 | 新建仓 |
| JETS | U.S. GLOBAL JETS ETF | $1,232 | 0.00% | 50 | 50 | — | $1,232 | 新建仓 |
| FVRR | FIVERR INTL LTD F | $1,002 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $990 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | BRAND ENGAGEMENT NETWORK | $948 | 0.00% | 25 | 25 | — | $948 | 新建仓 |
| AXTI | AXT INC | $912 | 0.00% | 16 | 16 | — | $912 | 新建仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $889 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $818 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $784 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $748 | 0.00% | 50 | -50 | -50.0% | -$748 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $712 | 0.00% | 9 | 9 | — | $712 | 新建仓 |
| STK | COLUMBIA SELIGMAN PREMIU | $683 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | BIO GREEN MED SOL 6 PFDCONV | $565 | 0.00% | 1,882 | 33 | 1.8% | $10 | 加仓 |
| OVV | OVINTIV INC | $534 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA ENERGY | $534 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $525 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $481 | 0.00% | 13 | 13 | — | $481 | 新建仓 |
| — | INOVIO PHARMACEUTICALS I | $435 | 0.00% | 250 | 250 | — | $435 | 新建仓 |
| SVM | SILVERCORP METALS INC F | $430 | 0.00% | 40 | 40 | — | $430 | 新建仓 |
| HGV | HILTON GRAND VACATIONS I | $391 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $384 | 0.00% | 12 | 12 | — | $384 | 新建仓 |
| — | INSTITUTE BIOMEDICAL RES | $372 | 0.00% | 310,000 | 310,000 | — | $372 | 新建仓 |
| — | SORRENTO THERAPEUTICS IN | $363 | 0.00% | 110,100 | 110,100 | — | $363 | 新建仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $357 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MAR | MANCHESTER UTD PLC NEW FCLASS A | $327 | 0.00% | 1 | -61 | -98.4% | -$2.00万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALI | $318 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $300 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $265 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NLY | VANECK URANIUM AND NUCLEAR ETF | $254 | 0.00% | 12 | -404 | -97.1% | -$8,545 | 减仓 |
| PK | PARK HOTELS & RESORTS INREIT | $221 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $209 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $203 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | BATTALION OIL CORP | $195 | 0.00% | 50 | 50 | — | $195 | 新建仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $188 | 0.00% | 2 | 2 | — | $188 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $160 | 0.00% | 18 | 18 | — | $160 | 新建仓 |
| EMBC | EMBECTA CORP | $159 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | CYTODYN INC | $137 | 0.00% | 500 | 500 | — | $137 | 新建仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $110 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HLDGS INC CLASS A | $58 | 0.00% | 12 | -12 | -50.0% | -$58 | 减仓 |
| — | THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF | $32 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $23 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC CLASS CLASS A | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| 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 |
| — | LUMINAR TECHNOLOGIES INCCLASS A | $2 | 0.00% | 66 | 66 | — | $2 | 新建仓 |