13F 机构持仓

VSM Wealth Advisory, LLC

HUNT VALLEY MD · SEC CIK 0002050660

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VV 15.2%
VCSH 5.8%
MGC 5.1%
VTI 4.8%
VB 4.4%
VYM 4.2%
VTV 3.7%
VUG 3.6%
VO 3.4%
SCHB 3.4%

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
— THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF $390.00%1 00.0% — 不变
— BEYOND MEAT INC $250.00%33 00.0% — 不变
MANU MANCHESTER UTD PLC NEW FCLASS A $230.00%1 -269-99.6% -$6,187 减仓
UAA UNDER ARMOUR INC CLASS A $60.00%1 00.0% — 不变
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $00.00%0 -46,948-100.0% -$472.15万 清仓
VTES VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES $00.00%0 -7,229-100.0% -$73.11万 清仓
— DIMENSIONAL US LARGE CAPVALUE ETF $00.00%0 -5,811-100.0% -$20.75万 清仓
— MONDELEZ INTL INC CLASS A $00.00%0 -1,366-100.0% -$7.87万 清仓
— LAM RESH CORP $00.00%0 -330-100.0% -$7.06万 清仓
— NORTHROP GRUMMAN CORP $00.00%0 -101-100.0% -$6.89万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -564-100.0% -$3.66万 清仓
— COTERRA ENERGY INC $00.00%0 -1,000-100.0% -$3.51万 清仓
— MADRIGAL PHARMACEUTICALS $00.00%0 -60-100.0% -$3.14万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -250-100.0% -$2.89万 清仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $00.00%0 -484-100.0% -$2.27万 清仓
DUSA DAVIS SELECT U.S. Common StockETF $00.00%0 -388-100.0% -$1.97万 清仓
CCL CARNIVAL CORP F $00.00%0 -554-100.0% -$1.43万 清仓
SNOW SNOWFLAKE INC CLASS CLASS A $00.00%0 -75-100.0% -$1.13万 清仓
JMTG JPMORGAN MORTGAGE-BACKEDSECURITIES ETF $00.00%0 -176-100.0% -$8,976 清仓
IBHF ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF $00.00%0 -384-100.0% -$8,813 清仓
— VERIFY SMART CORP $00.00%0 -230,000-100.0% -$4,830 清仓
MSM MSC INDL DIRECT INC CLASS A $00.00%0 -50-100.0% -$4,614 清仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $00.00%0 -135-100.0% -$2,338 清仓
REET ISHARES GLOBAL REIT ETF $00.00%0 -73-100.0% -$1,836 清仓
IWN ISHARES RUSSELL 2000 VALUE ETF $00.00%0 -9-100.0% -$1,706 清仓
SNDK SANDISK CORP $00.00%0 -2-100.0% -$1,271 清仓
SVM SILVERCORP METALS INC F $00.00%0 -40-100.0% -$430 清仓
— CYTODYN INC $00.00%0 -500-100.0% -$137 清仓
PTON PELOTON INTERACTIVE INC CLASS CLASS A $00.00%0 -1-100.0% -$4 清仓
MSOS ADVISORSHARES PURE US CANNABIS ETF $00.00%0 -1-100.0% -$4 清仓
— LUMINAR TECHNOLOGIES INCCLASS A $00.00%0 -66-100.0% -$2 清仓
— GME INNOTAINMENT INC $00.00%250,000 00.0% — 不变
— PETROTEQ ENERGY INC F $00.00%500,000 00.0% — 不变
— AYR WELLNESS INC FCLASS CLASS A $00.00%0 -1-100.0% — 清仓
— ABATTIS BIOCEUTICALS C F $00.00%0 -1,200-100.0% — 清仓
— ARRIVAL ORDF $00.00%0 -30-100.0% — 清仓
— BIOLIFE SCIENCES INC $00.00%5,000 5,000— — 新建仓