小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
VSM Wealth Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
VSM Wealth Advisory, LLC
报告期 2026-03-31 · CIK 0002050660
持仓数
505
前50大市值合计
$299.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 33
增持 57
减持 37
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
VV
VANGUARD LARGE CAP ETF
-$2.7M
166,952
-1%
增持
VTV
VANGUARD VALUE ETF
+$1.6M
41,042
+26%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$1.4M
211,429
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VXF
VANGUARD EXTENDED MARKETETF
-$1.1M
42,898
-4%
增持
VUG
VANGUARD GROWTH ETF
+$1.1M
16,047
+36%
增持
VB
VANGUARD SMALL CAP ETF
-$935.5K
53,701
+0%
减持
VO
VANGUARD MID CAP ETF
-$746.5K
42,405
-4%
减持
SCHB
SCHWAB US BROAD MARKET ETF
-$632.7K
477,090
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$467.7K
129,397
+1%
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$465.1K
155,479
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$463.2K
46,706
+2%
建仓
—
AON PLC FCLASS A
+$460.9K
1,155
清仓
—
AON PLC FCLASS A
-$414.8K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$388.5K
12,794
-26%
增持
SCHX
SCHWAB US LARGE CAP ETF
-$336.3K
371,669
+1%
增持
IBM
IBM CORP
+$332.5K
2,697
+75%
减持
MSFT
MICROSOFT CORP
-$308.1K
6,483
-0%
减持
—
EXXON MOBIL CORP
+$278.2K
24,752
-0%
增持
AAPL
APPLE INC
-$265.0K
11,509
+1%
清仓
—
HONEYWELL INTL INC
-$237.2K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$232.9K
1,100
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$219.0K
3,076
-2%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$185.9K
181,466
+8%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$182.1K
70,024
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$180.9K
101,595
+0%
减持
DFAS
DIMENSIONAL U S SMALL CAP ETF
-$172.2K
20,892
-4%
清仓
BSJQ
INVSC BULLTSH 2026 HG YLD CRP BD ETF
-$165.5K
0
-100%
清仓
—
INVSC BULTSH 2025 HG YLDCRP BND ETF
-$164.7K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
-$154.6K
6,239
+0%
减持
SCHM
SCHWAB STRATEGI/US MID-CAP ETF
-$154.5K
78,908
-2%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$128.7K
199,310
+7%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$126.8K
34,517
+4%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$122.3K
8,367
+167%
增持
JNJ
JOHNSON & JOHNSON
+$114.1K
5,313
+0%
增持
TSLA
TESLA INC
-$113.0K
1,320
+17%
清仓
—
ALPHABET INC CLASS C
-$110.6K
0
-100%
清仓
—
EATON VANCE TAX MGD BUY
-$110.1K
0
-100%
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$103.7K
82,599
-1%
建仓
PSX
PHILLIPS 66
+$102.4K
829
建仓
ETB
EATON VANCE TAX MGD BUY
+$100.4K
7,354
减持
PNC
PNC FINL SERVICES
-$100.2K
335
-71%
增持
MGC
VANGUARD MEGA CAP ETF
-$98.3K
74,048
+5%
减持
VBR
VANGUARD SMALL CAP VALUEETF
-$92.3K
5,189
-3%
建仓
GOOG
ALPHABET INC CLASS C
+$90.8K
581
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$84.5K
4,233
+34%
减持
SCHZ
SCHWAB US AGGREGATE BONDETF
+$78.8K
176,259
-0%
增持
BSV
VANGUARD SHORT-TERM BONDETF
+$78.2K
6,921
+15%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$72.1K
28,052
-11%
增持
PG
PROCTER & GAMBLE CO
+$64.7K
23,177
+0%
减持
DIS
DISNEY WALT CO
-$63.9K
2,066
-22%
增持
EXC
EXELON CORP
+$62.7K
7,368
+0%
建仓
MMM
3M CO
+$62.5K
426
清仓
PLAY
PRUDENTIAL FINL INC
-$62.4K
0
-100%
减持
WFC
WELLS FARGO & CO
-$62.3K
5,108
-16%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$61.9K
1,330
+6%
清仓
—
CANADIAN PACIFIC KANSA F
-$61.5K
0
-100%
减持
SCHH
CHARLES SCHWAB US REIT ETF
-$60.0K
18,802
-15%
建仓
CP
CANADIAN PACIFIC KAN F
+$59.7K
850
增持
HD
HOME DEPOT INC
-$56.8K
2,562
+0%
建仓
HSY
HERSHEY CO
+$56.5K
330
建仓
HL
HECLA MNG CO
+$56.5K
10,155
减持
WM
WASTE MGMT INC DEL
+$56.4K
2,175
-2%
建仓
PRU
PRUDENTIAL FINL INC
+$56.1K
502
清仓
—
HERSHEY CO
-$55.9K
0
-100%
清仓
CNX
CNX RES CORP
-$55.0K
0
-100%
建仓
SPDW
SPDR PORTFOLIO DEVELOPEDWORLD EX-US
+$52.8K
1,451
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$51.8K
4,254
+81%
清仓
—
HECLA MNG CO
-$49.8K
0
-100%
增持
NVDA
NVIDIA CORP
-$46.0K
2,223
+4%
增持
CAT
CATERPILLAR INC
-$45.9K
1,402
+0%
清仓
—
CHIMERA INVT CORP CLASS Stock
-$44.2K
0
-100%
增持
AMZN
AMAZON.COM INC
-$42.4K
1,794
+3%
建仓
CIM
CHIMERA INVT CORP EQUITYCLASS EQUITY
+$41.3K
3,222
建仓
IAU
ISHARES GOLD ETF
+$39.1K
663
清仓
FCPT
FOUR CORNERS PPTY TR INC
-$38.8K
0
-100%
建仓
SPYG
SPDR S&P 500 GROWTH ETF
+$38.2K
476
清仓
—
CYCLACEL PHARMACE 6percent PFDCONV
-$36.0K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$35.6K
63,289
-1%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$35.4K
6,020
+1%
建仓
AGNC
AGNC INVT CORP REIT
+$34.7K
3,617
增持
VTES
VAN SHT TX EXPT BND
+$34.5K
3,494
+11%
增持
SO
SOUTHERN CO
+$34.4K
3,549
+0%
增持
MO
ALTRIA GROUP INC
+$34.3K
1,050
+91%
减持
MELI
MERCADOLIBRE INC
-$33.5K
2
-91%
减持
JPM
JPMORGAN CHASE & CO
-$31.5K
2,888
-6%
增持
MCD
MCDONALDS CORP
+$30.1K
1,209
+1%
增持
BOND
PIMCO ACTIVE BOND ETF
+$29.8K
12,379
+0%
建仓
SPYV
SPDR S&P 500 VALUE ETF
+$29.5K
578
建仓
DOCS
DOXIMITY INC CLASS A
+$29.0K
500
减持
CIVI
CIVITAS RES INC
-$28.4K
500
-50%
建仓
D
DOMINION ENERGY INC
+$28.0K
500
增持
T
AT&T INC
+$27.5K
2,521
+31%
增持
—
LYONDELLBASELL INDUSTR FCLASS A
+$27.4K
600
+200%
减持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$26.5K
23,813
-3%
增持
VZ
VERIZON COMMUNICATIONS I
+$26.2K
4,706
+0%
建仓
GOVT
ISHARES US TREASURY BONDETF
+$26.0K
1,132
减持
DFAR
DIMENSIONAL US REAL ESTATE ETF
-$26.0K
451
-71%
清仓
OGCP
EMPIRE ST RLTY OP L P LP
-$25.8K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$25.3K
980
-17%
建仓
PSEC
PROSPECT CAP CORP
+$25.3K
6,162
建仓
MDGL
MADRIGAL PHARMACEUTICALS
+$24.8K
75
增持
SPY
SPDR S&P 500 ETF
-$24.8K
1,645
+2%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
-$24.6K
109,546
+5%
减持
VOOG
VANGUARD S&P 500 GROWTH ETF
-$24.5K
196
-20%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
+$24.2K
7,899
-1%
增持
VALN
VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$22.5K
4,000
+300%
减持
VNQI
VANGUARD GLBAL EX US REAL ESTATE ETF
-$22.3K
20
-97%
增持
F
FORD MTR CO DEL
+$20.6K
5,670
+55%
增持
DFAX
DIMENSIONAL WLD EX US CREQ 2 ETF
+$20.5K
6,349
+8%
减持
WMT
WALMART INC
-$20.4K
4,473
-2%
增持
AMD
ADVANCED MICRO DEVIC
-$19.7K
1,257
+2%
增持
GBDC
GOLUB CAP BDC INC
+$19.6K
2,565
+102%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$19.3K
3,988
-3%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$18.8K
187
+80%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$18.8K
2,190
+0%
清仓
—
BRISTOL-MYERS SQU 4percent PFDCONV
-$18.7K
0
-100%
清仓
KNTK
ARCADIUM LITHIUM PLC F
-$18.5K
0
-100%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$18.4K
656
+0%
清仓
—
FS SPECIALTY LENDING FUND
-$18.3K
0
-100%
建仓
—
BRISTOL-MYERS SQU 4pcnt PFDCONV
+$18.0K
20
建仓
MBB
ISHARES MBS ETF
+$17.2K
183
减持
CTRA
COTERRA ENERGY INC
-$17.1K
1,000
-44%
增持
IJS
ISHARES S&P SMALL CAP 600 ETF
-$16.8K
1,529
+0%
清仓
—
BLACKROCK INC NEW
-$16.4K
0
-100%
增持
DX
DYNEX CAP INC REIT
+$16.1K
24,377
+2%
建仓
USIG
ISHARES BROAD USD INVESTMENT GRADE C
+$15.8K
309
建仓
BLK
BLACKROCK INC NEW
+$15.1K
16
清仓
DT
DYNATRACE INC
-$14.9K
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$14.9K
634
+1%
建仓
—
CONFLUENT INC CLASS A
+$14.8K
631
增持
USB
US BANCORP DEL
-$14.6K
2,618
+0%
增持
MRK
MERCK & CO. INC.
-$14.6K
1,517
+0%
增持
TELFY
TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$14.5K
13,209
+13%
增持
OBDC
BLUE OWL CAP CORP
+$14.4K
1,041
+1635%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$14.2K
2,928
+5%
清仓
—
BIOGEN INC
-$14.1K
0
-100%
增持
PEP
PEPSICO INC
+$13.8K
860
+14%
清仓
—
HALLIBURTON CO
-$13.6K
0
-100%
建仓
HMC
HONDA MTR LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS
+$13.6K
500
建仓
—
CYCLACEL PHARMACE 6pcnt PFDCONV
+$13.0K
2,777
建仓
—
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$12.9K
200
减持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
-$12.9K
8,195
-8%
减持
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$12.9K
1,297
-15%
建仓
BIIB
BIOGEN INC
+$12.6K
92
建仓
IJK
ISHARES S&P MID CAP 400 GRWTH ETF
+$12.0K
144
增持
XVV
ISHARES ESG SELECT SCREENED S&P 500
+$11.7K
1,696
+26%
建仓
SPEM
SPDR INDEX SHARES EMERG MARKT ETF
+$11.4K
290
清仓
SJM
SMUCKER J M CO
-$11.0K
0
-100%
建仓
SNOW
SNOWFLAKE INC CLASS A
+$11.0K
75
减持
PPG
PPG INDS INC
-$10.4K
588
-15%
