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 |
|---|---|---|---|---|---|---|---|---|
| — | THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $25 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MANU | MANCHESTER UTD PLC NEW FCLASS A | $23 | 0.00% | 1 | -269 | -99.6% | -$6,187 | 减仓 |
| UAA | UNDER ARMOUR INC CLASS A | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -46,948 | -100.0% | -$472.15万 | 清仓 |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $0 | 0.00% | 0 | -7,229 | -100.0% | -$73.11万 | 清仓 |
| — | DIMENSIONAL US LARGE CAPVALUE ETF | $0 | 0.00% | 0 | -5,811 | -100.0% | -$20.75万 | 清仓 |
| — | MONDELEZ INTL INC CLASS A | $0 | 0.00% | 0 | -1,366 | -100.0% | -$7.87万 | 清仓 |
| — | LAM RESH CORP | $0 | 0.00% | 0 | -330 | -100.0% | -$7.06万 | 清仓 |
| — | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -101 | -100.0% | -$6.89万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -564 | -100.0% | -$3.66万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.51万 | 清仓 |
| — | MADRIGAL PHARMACEUTICALS | $0 | 0.00% | 0 | -60 | -100.0% | -$3.14万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -250 | -100.0% | -$2.89万 | 清仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $0 | 0.00% | 0 | -484 | -100.0% | -$2.27万 | 清仓 |
| DUSA | DAVIS SELECT U.S. Common StockETF | $0 | 0.00% | 0 | -388 | -100.0% | -$1.97万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -554 | -100.0% | -$1.43万 | 清仓 |
| SNOW | SNOWFLAKE INC CLASS CLASS A | $0 | 0.00% | 0 | -75 | -100.0% | -$1.13万 | 清仓 |
| JMTG | JPMORGAN MORTGAGE-BACKEDSECURITIES ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$8,976 | 清仓 |
| IBHF | ISHARES IBONDS 2026 TERMHIGH YIELD AND INCOME ETF | $0 | 0.00% | 0 | -384 | -100.0% | -$8,813 | 清仓 |
| — | VERIFY SMART CORP | $0 | 0.00% | 0 | -230,000 | -100.0% | -$4,830 | 清仓 |
| MSM | MSC INDL DIRECT INC CLASS A | $0 | 0.00% | 0 | -50 | -100.0% | -$4,614 | 清仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $0 | 0.00% | 0 | -135 | -100.0% | -$2,338 | 清仓 |
| REET | ISHARES GLOBAL REIT ETF | $0 | 0.00% | 0 | -73 | -100.0% | -$1,836 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$1,706 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,271 | 清仓 |
| SVM | SILVERCORP METALS INC F | $0 | 0.00% | 0 | -40 | -100.0% | -$430 | 清仓 |
| — | CYTODYN INC | $0 | 0.00% | 0 | -500 | -100.0% | -$137 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CLASS CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | LUMINAR TECHNOLOGIES INCCLASS A | $0 | 0.00% | 0 | -66 | -100.0% | -$2 | 清仓 |
| — | GME INNOTAINMENT INC | $0 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | PETROTEQ ENERGY INC F | $0 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | AYR WELLNESS INC FCLASS CLASS A | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | ABATTIS BIOCEUTICALS C F | $0 | 0.00% | 0 | -1,200 | -100.0% | — | 清仓 |
| — | ARRIVAL ORDF | $0 | 0.00% | 0 | -30 | -100.0% | — | 清仓 |
| — | BIOLIFE SCIENCES INC | $0 | 0.00% | 5,000 | 5,000 | — | — | 新建仓 |