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 |
|---|---|---|---|---|---|---|---|---|
| LCID | LUCID GROUP INC | $5,941 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA COM | $5,895 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $5,894 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $5,808 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AWYS CORP COMMON STOCKCLASS COMMON STOCK | $5,730 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AMAL | AMALGAMATED FINL CORP | $5,658 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5,460 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG F | $5,454 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $5,433 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP COMMON STOCK ETF | $5,305 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5,294 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $5,247 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID PWR INC CLASS A | $5,180 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US CORE COMMON STOCK 1 ETF | $5,083 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $4,926 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAP INC | $4,731 | 0.00% | 300 | 0 | 0.0% | — | 重新持有 |
| ACHR | ARCHER AVIATION INC CLASS A | $4,730 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $4,574 | 0.00% | 110 | 1 | 0.9% | $42 | 加仓 |
| IHAK | ISHARES CYBERSECURITY AND TECH ETF | $4,493 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $4,468 | 0.00% | 182 | -163 | -47.2% | -$4,002 | 减仓 |
| ARTNA | ARTESIAN RES CORP CLASS A | $4,147 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $4,134 | 0.00% | 134 | 134 | — | $4,134 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $4,114 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CLASS A | $3,930 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $3,892 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY H F | $3,860 | 0.00% | 4 | 4 | — | $3,860 | 新建仓 |
| LAC | LITHIUM AMERS CORP F | $3,850 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $3,606 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG FCLASS A | $3,542 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES | $3,467 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $3,201 | 0.00% | 50 | 17 | 51.5% | $1,088 | 加仓 |
| BXMT | BLACKSTONE MTG TR INC REIT | $3,068 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| OIS | OIL STS INTL INC | $3,004 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C | $2,974 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | NCS MULTISTAGE HLDGS INC | $2,912 | 0.00% | 66 | 66 | — | $2,912 | 新建仓 |
| NASA | TEMA SPACE INNOVATORS ETF | $2,734 | 0.00% | 90 | 90 | — | $2,734 | 新建仓 |
| — | FEDERAL NATL MTG ASSN | $2,708 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC REIT | $2,705 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC O | $2,703 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | VANECK SPACE ETF | $2,702 | 0.00% | 105 | 105 | — | $2,702 | 新建仓 |
| HST | HOST HOTELS & RESORTS IN | $2,608 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2,568 | 0.00% | 31 | 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 |
| DNOW | DNOW INC | $2,451 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKI | $2,424 | 0.00% | 190 | 60 | 46.2% | $765 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,416 | 0.00% | 16 | 16 | — | $2,416 | 新建仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2,358 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MGMT FCLASS A | $2,153 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $2,021 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RC | READY CAP CORP REIT | $2,017 | 0.00% | 1,153 | 6 | 0.5% | $10 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $1,966 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,743 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $1,661 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P GLOBAL WATERINDEX ETF | $1,643 | 0.00% | 25 | 25 | — | $1,643 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $1,613 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | BIO GREEN MED SOL 6pcnt PFDCONV | $1,600 | 0.00% | 1,882 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $1,561 | 0.00% | 175 | 75 | 75.0% | $669 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE F | $1,541 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC CLASS A | $1,462 | 0.00% | 10 | 10 | — | $1,462 | 新建仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,392 | 0.00% | 12 | -448 | -97.4% | -$5.20万 | 减仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $1,381 | 0.00% | 5 | 5 | — | $1,381 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1,225 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $1,191 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| FCEL | FUELCELL ENERGY INC | $1,152 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC | $1,130 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $1,107 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD F | $1,032 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STK | COLUMBIA SELIGMAN PREMIU | $970 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $926 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES | $897 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $894 | 0.00% | 3 | 3 | — | $894 | 新建仓 |
| MICC | THE MAGNUM ICE CREAM C F | $871 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC | $721 | 0.00% | 10 | -6 | -37.5% | -$433 | 减仓 |
| OGN | ORGANON & CO | $677 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $642 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HGV | HILTON GRAND VACATIONS I | $524 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $474 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $452 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $408 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALI | $405 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC CLASS A | $398 | 0.00% | 20 | 20 | — | $398 | 新建仓 |
| — | PROSHARES ULTRA ENERGY | $393 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INSTITUTE BIOMEDICAL RES | $372 | 0.00% | 310,000 | 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 |
| PK | PARK HOTELS & RESORTS INREIT | $299 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOMEETF | $293 | 0.00% | 6 | 1 | 20.0% | $49 | 加仓 |
| — | INOVIO PHARMACEUTICALS I | $275 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $252 | 0.00% | 7 | -6 | -46.2% | -$216 | 减仓 |
| VTRS | VIATRIS INC | $238 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | BRAND ENGAGEMENT NETWORK | $222 | 0.00% | 13 | -12 | -48.0% | -$205 | 减仓 |
| EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $193 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $176 | 0.00% | 19 | 1 | 5.6% | $9 | 加仓 |
| — | WARNER BROS DISCOVERY INCLASS SERIES A | $107 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC A CLASS A | $105 | 0.00% | 4 | 4 | — | $105 | 新建仓 |
| — | CHARGEPOINT HLDGS INC CLASS A | $71 | 0.00% | 12 | 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 |
| EMBC | EMBECTA CORP | $59 | 0.00% | 18 | 0 | 0.0% | — | 不变 |