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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $5,001.79万 | 14.93% | 167,368 | 2,031 | 1.2% | $60.70万 | 加仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $2,118.57万 | 6.32% | 267,260 | 7,670 | 3.0% | $60.80万 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1,645.81万 | 4.91% | 69,634 | 95 | 0.1% | $2.25万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,545.07万 | 4.61% | 48,162 | 936 | 2.0% | $30.03万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,501.42万 | 4.48% | 101,379 | 141 | 0.1% | $2.09万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $1,440.29万 | 4.30% | 54,990 | 1,101 | 2.0% | $28.84万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,191.15万 | 3.56% | 60,711 | 5,675 | 10.3% | $111.34万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1,185.35万 | 3.54% | 41,275 | 107 | 0.3% | $3.07万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $1,159.45万 | 3.46% | 154,388 | -314 | -0.2% | -$2.36万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $1,121.91万 | 3.35% | 446,978 | -3,640 | -0.8% | -$9.14万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,099.87万 | 3.28% | 25,181 | 2,643 | 11.7% | $115.44万 | 加仓 |
| DFAU | DIMENSIONAL US CORE Common Stock MARKET ETF | $1,002.26万 | 2.99% | 222,133 | 7,586 | 3.5% | $34.23万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $891.12万 | 2.66% | 139,064 | 2,743 | 2.0% | $17.58万 | 加仓 |
| DFUS | DIMENSIONAL U.S. Common Stock MARKET ETF | $874.76万 | 2.61% | 123,361 | 4,068 | 3.4% | $28.85万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $867.76万 | 2.59% | 338,441 | 2,884 | 0.9% | $7.39万 | 加仓 |
| — | DIMENSIONAL U.S. CORE Common Stock 2 ETF | $854.31万 | 2.55% | 219,843 | 8,822 | 4.2% | $34.28万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $788.12万 | 2.35% | 38,295 | -179 | -0.5% | -$3.68万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $472.15万 | 1.41% | 46,948 | 2,326 | 5.2% | $23.39万 | 加仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $414.19万 | 1.24% | 178,376 | 2,868 | 1.6% | $6.66万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $401.11万 | 1.20% | 6,713 | -27 | -0.4% | -$1.61万 | 减仓 |
| — | EXXON MOBIL CORP | $399.55万 | 1.19% | 23,550 | -339 | -1.4% | -$5.75万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $349.93万 | 1.04% | 64,742 | 778 | 1.2% | $4.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $305.03万 | 0.91% | 21,118 | -7 | -0.0% | -$1,011 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $302.26万 | 0.90% | 60,586 | 4,478 | 8.0% | $22.34万 | 加仓 |
| AAPL | APPLE INC | $282.67万 | 0.84% | 11,138 | 190 | 1.7% | $4.82万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $194.82万 | 0.58% | 66,995 | 1,083 | 1.6% | $3.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $185.61万 | 0.55% | 5,014 | -1,410 | -21.9% | -$52.19万 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $184.56万 | 0.55% | 12,733 | 950 | 8.1% | $13.77万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $178.24万 | 0.53% | 57,571 | -6 | -0.0% | -$186 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $152.62万 | 0.46% | 16,539 | 424 | 2.6% | $3.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $145.53万 | 0.43% | 3,037 | -10 | -0.3% | -$4,792 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $144.70万 | 0.43% | 20,342 | -2,956 | -12.7% | -$21.03万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $131.04万 | 0.39% | 6,032 | 115 | 1.9% | $2.50万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $125.96万 | 0.38% | 3,428 | 493 | 16.8% | $18.11万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $108.15万 | 0.32% | 1,550 | 22 | 1.4% | $1.53万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $106.84万 | 0.32% | 1,643 | 2 | 0.1% | $1,300 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $106.23万 | 0.32% | 4,346 | -162 | -3.6% | -$3.96万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE Common Stock MARKET ETF | $85.82万 | 0.26% | 22,027 | -22 | -0.1% | -$857 | 减仓 |
| HD | HOME DEPOT INC | $82.42万 | 0.25% | 2,506 | -22 | -0.9% | -$7,236 | 减仓 |
| CEG | CONSTELLATION ENERGY COR | $80.31万 | 0.24% | 2,876 | 178 | 6.6% | $4.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.14万 | 0.23% | 2,656 | 1 | 0.0% | $294 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $77.08万 | 0.23% | 26,461 | 941 | 3.7% | $2.74万 | 加仓 |
| LMT | ELI LILLY AND CO | $76.29万 | 0.23% | 829 | 605 | 270.1% | $55.67万 | 加仓 |
| GLD | SPDR GOLD SHARES | $75.00万 | 0.22% | 1,743 | 11 | 0.6% | $4,733 | 加仓 |
| VTES | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $73.11万 | 0.22% | 7,229 | 610 | 9.2% | $6.17万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $66.82万 | 0.20% | 1,023 | -289 | -22.0% | -$18.88万 | 减仓 |
| IBM | IBM CORP | $65.52万 | 0.20% | 2,703 | 22 | 0.8% | $5,333 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $61.97万 | 0.18% | 20,318 | 404 | 2.0% | $1.23万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $58.28万 | 0.17% | 2,710 | 1 | 0.0% | $215 | 加仓 |
| WMT | WALMART INC | $57.83万 | 0.17% | 4,653 | 1 | 0.0% | $124 | 加仓 |
| WFC | WELLS FARGO & CO | $57.01万 | 0.17% | 7,161 | 1,735 | 32.0% | $13.81万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $56.86万 | 0.17% | 6,411 | -1,099 | -14.6% | -$9.75万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL Common Stock ETF | $56.43万 | 0.17% | 22,801 | 927 | 4.2% | $2.29万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $56.13万 | 0.17% | 3,046 | 539 | 21.5% | $9.93万 | 加仓 |
| DX | DYNEX CAP INC REIT | $54.06万 | 0.16% | 42,369 | 178 | 0.4% | $2,271 | 加仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $53.99万 | 0.16% | 22,244 | 1 | 0.0% | $24 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $51.35万 | 0.15% | 4,574 | 7 | 0.2% | $786 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $49.56万 | 0.15% | 3,583 | -234 | -6.1% | -$3.24万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $49.20万 | 0.15% | 2,330 | 3 | 0.1% | $634 | 加仓 |
| WM | WASTE MGMT INC DEL | $48.59万 | 0.15% | 2,115 | -34 | -1.6% | -$7,812 | 减仓 |
| TSLA | TESLA INC | $46.13万 | 0.14% | 1,241 | -15 | -1.2% | -$5,576 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $44.85万 | 0.13% | 3,375 | 103 | 3.1% | $1.37万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $43.80万 | 0.13% | 5,585 | -539 | -8.8% | -$4.23万 | 减仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $43.51万 | 0.13% | 1,598 | 26 | 1.7% | $7,079 | 加仓 |
| CSX | CSX CORP | $42.66万 | 0.13% | 10,392 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $41.56万 | 0.12% | 1,162 | 0 | 0.0% | — | 重新持有 |
| KO | THE COCA-COLA CO | $41.10万 | 0.12% | 5,404 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $40.95万 | 0.12% | 2,277 | 286 | 14.4% | $5.14万 | 加仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $40.54万 | 0.12% | 3,355 | 305 | 10.0% | $3.69万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $40.31万 | 0.12% | 6,580 | 53 | 0.8% | $3,247 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $39.78万 | 0.12% | 1,316 | 414 | 45.9% | $12.51万 | 加仓 |
| EXC | EXELON CORP | $37.78万 | 0.11% | 7,707 | 552 | 7.7% | $2.71万 | 加仓 |
| AON | AON PLC FCLASS CLASS A | $37.28万 | 0.11% | 1,155 | 0 | 0.0% | — | 不变 |
| MCHP | MCDONALDS CORP | $37.22万 | 0.11% | 1,198 | 1,098 | 1,098.0% | $34.12万 | 加仓 |
| MKC | MCCORMICK & CO INC CLASS CLASS N | $36.75万 | 0.11% | 7,286 | -395 | -5.1% | -$1.99万 | 减仓 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $35.96万 | 0.11% | 1,596 | 70 | 4.6% | $1.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $35.88万 | 0.11% | 2,740 | 1,146 | 71.9% | $15.01万 | 加仓 |
| AMZN | AMAZON.COM INC | $35.66万 | 0.11% | 1,712 | 20 | 1.2% | $4,165 | 加仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $35.65万 | 0.11% | 31,608 | 0 | 0.0% | — | 重新持有 |
| SCHH | SCHWAB U.S. REIT ETF | $34.71万 | 0.10% | 16,152 | 217 | 1.4% | $4,663 | 加仓 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $34.53万 | 0.10% | 1,106 | 46 | 4.3% | $1.44万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $34.41万 | 0.10% | 4,672 | 507 | 12.2% | $3.73万 | 加仓 |
| NVDA | NVIDIA CORP | $32.77万 | 0.10% | 1,879 | 28 | 1.5% | $4,883 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS Common Stock ETF | $32.72万 | 0.10% | 9,931 | 172 | 1.8% | $5,667 | 加仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $32.69万 | 0.10% | 8,007 | 1,343 | 20.2% | $5.48万 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $32.38万 | 0.10% | 902 | 98 | 12.2% | $3.52万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $32.03万 | 0.10% | 6,979 | 600 | 9.4% | $2.75万 | 加仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $31.53万 | 0.09% | 6,217 | 592 | 10.5% | $3.00万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $31.40万 | 0.09% | 3,830 | 204 | 5.6% | $1.67万 | 加仓 |
| NOC | ANNALY CAP MGMT INC REIT | $30.09万 | 0.09% | 441 | 340 | 336.6% | $23.20万 | 加仓 |
| INTC | INTEL CORP | $29.75万 | 0.09% | 6,741 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $28.46万 | 0.08% | 2,148 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $27.25万 | 0.08% | 1,757 | 304 | 20.9% | $4.72万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.11万 | 0.08% | 2,068 | 4 | 0.2% | $524 | 加仓 |
| CAT | CATERPILLAR INC | $26.42万 | 0.08% | 373 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $26.08万 | 0.08% | 1,260 | -14 | -1.1% | -$2,898 | 减仓 |
| — | HONEYWELL INTL INC | $26.01万 | 0.08% | 1,151 | 900 | 358.6% | $20.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $25.43万 | 0.08% | 1,250 | -40 | -3.1% | -$8,137 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE Common Stock MARKET ETF | $25.35万 | 0.08% | 7,488 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES | $24.46万 | 0.07% | 1,956 | 0 | 0.0% | — | 不变 |