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 |
|---|---|---|---|---|---|---|---|---|
| DFLV | DIMENSIONL US LARGE CAP VALUE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | MASTERCARD INC CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORP CLASS A | $0 | 0.00% | 0 | -250 | -100.0% | -$4.05万 | 清仓 |
| — | BRISTOL-MYERS SQU 4pcnt PFDCONV | $0 | 0.00% | 0 | -20 | -100.0% | -$1.80万 | 清仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$1.62万 | 清仓 |
| — | INVSC S P MIDCAP 400 PURE GROWTH ETF | $0 | 0.00% | 0 | 0 | — | -$1.57万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -91 | -100.0% | -$1.48万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$1.14万 | 清仓 |
| HYLN | HYLIION HLDGS CORP CLASS A | $0 | 0.00% | 0 | 0 | — | -$9,200 | 清仓 |
| SGMT | SAGIMET BIOSCIENCES INC CLASS SERIES A | $0 | 0.00% | 0 | -1,500 | -100.0% | -$8,880 | 清仓 |
| — | REKOR SYS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$8,280 | 清仓 |
| AGCO | AGCO CORP DEL | $0 | 0.00% | 0 | -75 | -100.0% | -$7,824 | 清仓 |
| BE | BLOOM ENERGY CORP CLASS CLASS A | $0 | 0.00% | 0 | -85 | -100.0% | -$7,386 | 清仓 |
| HTGC | HERCULES CAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAK | NORTHERN DYNASTY MINER F | $0 | 0.00% | 0 | -1,176 | -100.0% | -$2,317 | 清仓 |
| CGW | INVSC S P GLOBAL WATER INDEX ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$1,575 | 清仓 |
| — | ISHARES ETHEREUM TRUST ETF IV | $0 | 0.00% | 0 | 0 | — | -$1,346 | 清仓 |
| — | ARRIVAL ORDF | $0 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | AER ENERGY RES INC | $0 | 0.00% | 0 | -5 | -100.0% | — | 清仓 |
| — | AKOUSTIS TECHNOLOGIES IN | $0 | 0.00% | 0 | -50 | -100.0% | — | 清仓 |
| — | AYR WELLNESS INC FCLASS CLASS A | $0 | 0.00% | 1 | -274 | -99.6% | — | 重新持有 |
| — | ABATTIS BIOCEUTICALS C F | $0 | 0.00% | 1,200 | 1,200 | — | — | 新建仓 |
| — | PETROTEQ ENERGY INC F | $0 | 0.00% | 500,000 | 500,000 | — | — | 新建仓 |
| — | GME INNOTAINMENT INC | $0 | 0.00% | 250,000 | 250,000 | — | — | 新建仓 |