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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP INDEXFUND ETF SHARES | $5,740.95万 | 15.25% | 166,932 | -436 | -0.3% | -$14.99万 | 减仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $2,190.38万 | 5.82% | 277,158 | 9,898 | 3.7% | $78.22万 | 加仓 |
| MGC | VANGUARD MEGA CAP INDEX FUND ETF SHARES | $1,905.65万 | 5.06% | 69,643 | 9 | 0.0% | $2,463 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,797.03万 | 4.77% | 48,563 | 401 | 0.8% | $14.84万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $1,652.14万 | 4.39% | 54,504 | -486 | -0.9% | -$14.73万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $1,582.12万 | 4.20% | 100,115 | -1,264 | -1.2% | -$19.98万 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $1,376.31万 | 3.66% | 63,154 | 2,443 | 4.0% | $53.24万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $1,364.38万 | 3.62% | 158,390 | 7,304 | 4.8% | $62.92万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1,295.48万 | 3.44% | 160,789 | -4,311 | -2.6% | -$34.73万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKETETF | $1,281.34万 | 3.40% | 442,453 | -4,525 | -1.0% | -$13.10万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $1,277.53万 | 3.39% | 152,541 | -1,847 | -1.2% | -$15.47万 | 减仓 |
| DFAU | DIMENSIONAL US CORE COMMON STOCK MARKET ETF | $1,168.75万 | 3.10% | 226,108 | 3,975 | 1.8% | $20.55万 | 加仓 |
| DFUS | DIMENSIONAL U.S. COMMON STOCK MARKET ETF | $1,013.44万 | 2.69% | 123,681 | 320 | 0.3% | $2.62万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1,003.69万 | 2.67% | 140,869 | 1,805 | 1.3% | $12.86万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,002.68万 | 2.66% | 340,698 | 2,257 | 0.7% | $6.64万 | 加仓 |
| — | DIMENSIONAL U.S. CORE COMMON STOCK 2 ETF | $993.42万 | 2.64% | 223,945 | 4,102 | 1.9% | $18.20万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $924.58万 | 2.46% | 37,552 | -743 | -1.9% | -$18.29万 | 减仓 |
| EMNT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $509.02万 | 1.35% | 50,493 | 50,493 | — | $509.02万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $449.09万 | 1.19% | 6,539 | -174 | -2.6% | -$11.95万 | 减仓 |
| SCHZ | SCHWAB U.S. AGGREGATE BOND ETF | $411.74万 | 1.09% | 178,010 | -366 | -0.2% | -$8,466 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $385.06万 | 1.02% | 64,510 | -232 | -0.4% | -$1.38万 | 减仓 |
| — | EXXON MOBIL CORP | $319.10万 | 0.85% | 23,340 | -210 | -0.9% | -$2.87万 | 减仓 |
| AAPL | APPLE INC | $318.72万 | 0.85% | 11,015 | -123 | -1.1% | -$3.56万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $314.33万 | 0.83% | 62,145 | 1,559 | 2.6% | $7.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $309.83万 | 0.82% | 21,128 | 10 | 0.0% | $1,466 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $243.71万 | 0.65% | 67,453 | 458 | 0.7% | $1.65万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $221.39万 | 0.59% | 13,545 | 812 | 6.4% | $13.27万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $211.88万 | 0.56% | 57,466 | -105 | -0.2% | -$3,871 | 减仓 |
| MSFT | MICROSOFT CORP | $186.34万 | 0.49% | 4,995 | -19 | -0.4% | -$7,088 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $167.78万 | 0.45% | 20,377 | 35 | 0.2% | $2,882 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $158.65万 | 0.42% | 17,205 | 666 | 4.0% | $6.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $151.97万 | 0.40% | 3,037 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $150.01万 | 0.40% | 12,551 | 151 | 1.2% | $1.80万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES | $148.73万 | 0.40% | 16,919 | -221 | -1.3% | -$1.94万 | 减仓 |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $148.34万 | 0.39% | 6,105 | 73 | 1.2% | $1.77万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $122.77万 | 0.33% | 1,644 | 1 | 0.1% | $747 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $107.12万 | 0.28% | 4,218 | -128 | -2.9% | -$3.25万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $96.55万 | 0.26% | 28,531 | 2,070 | 7.8% | $7.00万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE COMMON STOCK MARKET ETF | $91.03万 | 0.24% | 22,069 | 42 | 0.2% | $1,732 | 加仓 |
| LLY | ELI LILLY AND CO | $90.56万 | 0.24% | 755 | 712 | 1,655.8% | $85.40万 | 加仓 |
| INTC | INTEL CORP | $88.32万 | 0.23% | 6,325 | -416 | -6.2% | -$5.81万 | 减仓 |
| HD | HOME DEPOT INC | $87.27万 | 0.23% | 2,474 | -32 | -1.3% | -$1.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $87.00万 | 0.23% | 2,658 | 2 | 0.1% | $655 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $81.84万 | 0.22% | 709 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $76.61万 | 0.20% | 1,023 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $74.10万 | 0.20% | 2,635 | -68 | -2.5% | -$1.91万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $73.23万 | 0.19% | 21,037 | 719 | 3.5% | $2.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES I | $72.61万 | 0.19% | 1,250 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY COR | $71.44万 | 0.19% | 2,877 | 1 | 0.0% | $248 | 加仓 |
| VSDM | VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF SHARES | $70.80万 | 0.19% | 6,989 | 6,989 | — | $70.80万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $64.30万 | 0.17% | 3,375 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $64.21万 | 0.17% | 1,743 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL COMMON STOCK ETF | $62.34万 | 0.17% | 22,504 | -297 | -1.3% | -$8,227 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $60.55万 | 0.16% | 4,579 | 5 | 0.1% | $661 | 加仓 |
| DX | DYNEX CAP INC REIT | $60.53万 | 0.16% | 46,169 | 3,800 | 9.0% | $4.98万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | $60.40万 | 0.16% | 7,752 | 2,167 | 38.8% | $16.88万 | 加仓 |
| WFC | WELLS FARGO & CO | $58.77万 | 0.16% | 7,111 | -50 | -0.7% | -$4,132 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $56.71万 | 0.15% | 2,396 | -314 | -11.6% | -$7.43万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | $56.44万 | 0.15% | 3,596 | 13 | 0.4% | $2,041 | 加仓 |
| VNQ | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $54.97万 | 0.15% | 5,700 | -711 | -11.1% | -$6.86万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $52.99万 | 0.14% | 2,334 | 4 | 0.2% | $908 | 加仓 |
| WMT | WALMART INC | $52.74万 | 0.14% | 4,656 | 3 | 0.1% | $340 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $52.61万 | 0.14% | 2,662 | -384 | -12.6% | -$7.59万 | 减仓 |
| TSLA | TESLA INC | $51.19万 | 0.14% | 1,217 | -24 | -1.9% | -$1.01万 | 减仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $50.00万 | 0.13% | 1,672 | 74 | 4.6% | $2.21万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $49.97万 | 0.13% | 1,366 | 50 | 3.8% | $1.83万 | 加仓 |
| ETN | EATON CORP PLC F | $49.52万 | 0.13% | 1,162 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | $49.47万 | 0.13% | 20,493 | -1,751 | -7.9% | -$4.23万 | 减仓 |
| CSX | CSX CORP | $49.39万 | 0.13% | 10,392 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $49.22万 | 0.13% | 3,740 | 385 | 11.5% | $5.07万 | 加仓 |
| KO | THE COCA-COLA CO | $43.92万 | 0.12% | 5,404 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $43.62万 | 0.12% | 31,608 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS INDEX FUND ETF SHARES | $43.21万 | 0.11% | 1,199 | 93 | 8.4% | $3.35万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $41.89万 | 0.11% | 2,277 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $41.58万 | 0.11% | 1,866 | -249 | -11.8% | -$5.55万 | 减仓 |
| AMZN | AMAZON.COM INC | $40.76万 | 0.11% | 1,710 | -2 | -0.1% | -$477 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $39.78万 | 0.11% | 1,003 | 101 | 11.2% | $4.01万 | 加仓 |
| CAT | CATERPILLAR INC | $39.77万 | 0.11% | 373 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS INDEXFUND ETF SHARES | $38.62万 | 0.10% | 1,688 | 92 | 5.8% | $2.10万 | 加仓 |
| AON | AON PLC FCLASS A | $38.31万 | 0.10% | 1,155 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $37.70万 | 0.10% | 2,004 | 247 | 14.1% | $4.65万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $37.68万 | 0.10% | 15,914 | -238 | -1.5% | -$5,636 | 减仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $37.22万 | 0.10% | 8,453 | 446 | 5.6% | $1.96万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $37.15万 | 0.10% | 6,995 | 415 | 6.3% | $2.20万 | 加仓 |
| NVDA | NVIDIA CORP | $36.99万 | 0.10% | 1,848 | -31 | -1.6% | -$6,204 | 减仓 |
| MKC | MCCORMICK & CO INC CLASS N | $36.74万 | 0.10% | 7,287 | 1 | 0.0% | $50 | 加仓 |
| EXC | EXELON CORP | $35.98万 | 0.10% | 7,718 | 11 | 0.1% | $513 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS COMMON STOCK ETF | $35.50万 | 0.09% | 9,789 | -142 | -1.4% | -$5,149 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $35.37万 | 0.09% | 4,258 | 428 | 11.2% | $3.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.69万 | 0.09% | 2,741 | 1 | 0.0% | $127 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $34.49万 | 0.09% | 7,608 | 629 | 9.0% | $2.85万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $33.30万 | 0.09% | 4,537 | -135 | -2.9% | -$9,910 | 减仓 |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $32.85万 | 0.09% | 6,470 | 253 | 4.1% | $1.28万 | 加仓 |
| MCD | MCDONALDS CORP | $32.43万 | 0.09% | 1,200 | 1,138 | 1,835.5% | $30.76万 | 加仓 |
| — | EV TAX-MANAGED BUY-WRITE | $31.78万 | 0.08% | 20,451 | 12,687 | 163.4% | $19.72万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $31.73万 | 0.08% | 2,148 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $30.86万 | 0.08% | 623 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE COMMON STOCK MARKET ETF | $30.11万 | 0.08% | 7,488 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400GROWTH INDEX FUND ETF SHARES | $28.62万 | 0.08% | 1,956 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.35万 | 0.08% | 2,072 | 4 | 0.2% | $547 | 加仓 |