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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 68
减持 48
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM COR BD ETF
+$17.5M
221,234
+16957%
减持
VCSH
VANGUARD SHORT TERM TREASURY ETF
-$16.6M
1,297
-99%
增持
VBK
VANGUARD SMALL CAP ETF
+$12.6M
53,961
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。
+8126%
减持
VB
VANGUARD SMALL CAP GROWTH ETF
-$11.8M
380
-99%
增持
DFUV
DIMENSIONAL US CORE Stock MARKT ETF
+$8.6M
203,074
+20207%
增持
SCHG
SCHWAB US LARGE CAP ETF
+$7.9M
332,453
+3873%
减持
SCHX
SCHWAB US LARGE CAP VALUE ETF
-$7.7M
17,844
-95%
减持
DFUS
DIMENSIONAL US HIGH PROFTBLTY ETF
-$6.6M
1,403
-99%
减持
VV
VANGUARD LARGE CAP ETF
+$4.2M
165,286
-1%
增持
VUG
VANGUARD GROWTH ETF
+$2.2M
18,690
+16%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.5M
47,067
+1%
减持
MGC
VANGUARD MEGA CAP ETF
+$1.0M
70,796
-4%
增持
DFAC
DIMENSIONAL U S CORE Stock 2 ETF
+$996.6K
194,842
+7%
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$989.0K
155,019
-0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$970.5K
132,394
+2%
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$942.9K
64,362
-22%
减持
SCHB
SCHWAB US BROAD MARKET ETF
+$914.4K
469,414
-2%
增持
VTV
VANGUARD VALUE ETF
+$877.2K
45,076
+10%
增持
VOO
VANGUARD S&P 500 ETF
+$663.2K
6,812
+9%
建仓
USFR
WISDOMTREE FLOATING RATETREASRY ETF
+$596.3K
11,852
减持
VXF
VANGUARD EXTENDED MARKETETF
+$586.3K
41,388
-4%
减持
VO
VANGUARD MID CAP ETF
+$574.3K
41,243
-3%
增持
SCHV
SCHWAB US LARGE CAP GROWTH ETF
+$553.6K
22,822
+436%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$511.5K
102,117
+1%
增持
CEG
CONSTELLATION ENERGY COR
+$449.8K
3,078
+14%
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$366.7K
1,866
+82%
减持
SCHM
CHARLES SCHWAB US MC ETF
-$357.4K
60,961
-23%
减持
—
EXXON MOBIL CORP
-$310.5K
24,426
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$288.9K
63,756
+1%
建仓
FLRN
SPDR BLOOMBERG INT GRD FLT RT ETF
+$248.3K
8,055
增持
PG
PROCTER & GAMBLE CO
-$247.8K
23,237
+0%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$228.0K
1,431
+8%
减持
MKC
MCCORMICK & CO INC
-$214.4K
7,675
-21%
减持
AAPL
APPLE INC
-$206.3K
11,455
-0%
增持
VXUS
VANGUARD TOTAL BOND MARKET ETF
+$167.6K
4,077
+91%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$166.3K
36,201
+5%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$166.0K
11,143
-13%
减持
BND
VANGUARD TOTAL INTERNATIONAL STOCK E
-$163.1K
2,139
-49%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$153.2K
3,057
-1%
增持
JPM
JPMORGAN CHASE & CO
+$150.5K
2,963
+3%
增持
VTES
VAN SHT TX EXPT BND
+$150.3K
4,968
+42%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$143.9K
8,854
+12%
增持
IBM
IBM CORP
+$133.5K
2,728
+1%
增持
AMZN
AMAZON.COM INC
+$120.9K
2,107
+17%
增持
IVV
ISHARES CORE S&P 500 ETF
+$116.8K
1,443
+4%
增持
AMD
ADVANCED MICRO DEVIC
+$116.2K
1,729
+38%
建仓
COF
CAPITAL ONE FINL CORP
+$110.4K
519
建仓
IBIT
ISHARES BITCOIN ETF
+$96.5K
1,576
增持
DX
DYNEX CAP INC REIT
+$96.1K
33,840
+39%
减持
LLY
ELI LILLY AND CO
-$96.1K
1,739
-1%
减持
SPY
SPDR S&P 500 ETF
+$92.8K
1,639
-0%
减持
SO
SOUTHERN CO
-$87.5K
2,602
-27%
清仓
—
DISCOVER FINL SVCS
-$87.1K
0
-100%
增持
GOOG
ALPHABET INC CLASS C
+$85.6K
994
+71%
增持
SCHW
CHARLES SCHWAB CORP
+$84.7K
1,769
+81%
增持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE
+$84.0K
1,493
+902%
减持
VOOV
VANGUARD S&P 500 VALUE ETF
-$82.9K
1,091
-30%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$78.1K
1,686
+2494%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$70.1K
6,018
-0%
增持
MELI
MERCADOLIBRE INC
+$69.3K
28
+1300%
增持
BTI
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$68.9K
1,488
+3922%
增持
JNJ
JOHNSON & JOHNSON
-$67.9K
5,323
+0%
增持
PFE
PFIZER INC
+$66.9K
6,104
+91%
减持
DEO
DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$63.6K
181
-77%
减持
SCHF
SCHWAB INTERNATIONAL Stock ETF
+$63.1K
29,045
-1%
减持
TSLA
TESLA INC
+$62.9K
1,275
-3%
减持
DFAU
DIMENSIONAL US Stock MARKET ETF
-$61.1K
113,405
-43%
建仓
ELV
ELEVANCE HEALTH INC
+$60.7K
156
增持
MDGL
MADRIGAL PHARMACEUTICALS
+$59.9K
280
+273%
减持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$57.6K
23,178
-3%
增持
TFC
TRUIST FINL CORP
+$57.0K
6,045
+23%
增持
WMT
WALMART INC
+$56.7K
4,596
+3%
增持
META
META PLATFORMS INC CLASS A
+$56.7K
108
+170%
建仓
BNS
BANK NOVA SCOTIA F
+$55.0K
996
减持
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$54.5K
20,449
-2%
建仓
FLIN
FRANKLIN FTSE INDIA ETF
+$54.0K
1,356
增持
WFC
WELLS FARGO & CO
+$53.9K
5,250
+3%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$52.6K
4,007
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$51.4K
1,180
+671%
减持
CVX
CHEVRON CORP NEW
-$50.8K
1,690
-3%
建仓
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$50.3K
222
增持
IUSG
ISHARES CORE S&P US GROWTH ETF IV
+$49.9K
1,453
+9%
建仓
ETH
GRAYSCALE ETHEREUM MINI
+$47.0K
1,983
建仓
NEE
NEXTERA ENERGY INC
+$46.7K
673
建仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FCT ETF
+$46.0K
388
减持
NVDA
NVIDIA CORP
+$46.0K
1,816
-18%
建仓
O
REALTY INCOME CORP REIT
+$43.4K
753
建仓
NOW
SERVICENOW INC
+$43.2K
42
增持
BOND
PIMCO ACTIVE BOND ETF
+$41.4K
12,867
+4%
增持
EPD
ENTERPRISE PRODS PART LP
+$40.7K
2,044
+208%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$40.5K
26,347
-6%
建仓
TD
TORONTO DOMINION BK ON F
+$39.4K
537
建仓
KNSL
KINSALE CAP GROUP INC
+$38.7K
80
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$38.1K
2,192
+0%
增持
SCHZ
SCHWAB US AGGREGATE BONDETF
+$37.9K
177,281
+1%
建仓
PYPL
PAYPAL HLDGS INC
+$36.0K
485
减持
BP
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$35.9K
605
-62%
减持
NAD
NUVEEN QUALITY MUNICIPAL
-$35.9K
10,130
-22%
建仓
CCJ
CAMECO CORP F
+$34.7K
468
减持
CAT
CATERPILLAR INC
-$34.3K
1,102
-21%
建仓
DT
DYNATRACE INC
+$34.1K
617
建仓
—
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$32.8K
470
建仓
—
CHUBB LTD F
+$31.9K
110
减持
TCPC
BLACKROCK TCP CAP CORP
-$31.7K
7,563
-33%
增持
TGT
TARGET CORP Stock CLASS Stock
+$31.6K
352
+1114%
减持
SCHH
CHARLES SCHWAB US REIT ETF
-$31.4K
17,629
-6%
减持
MS
MORGAN STANLEY
-$30.8K
427
-45%
减持
WISE
THEMES GENRTVE ARTFCL INTLE ETF
-$30.7K
1
-100%
建仓
SPG
SIMON PPTY GROUP INC NEWREIT
+$29.7K
185
增持
CMCSA
COMCAST CORP NEW CLASS A
+$29.2K
1,357
+159%
清仓
SCMWY
SWISSCOM FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS
-$28.8K
0
-100%
减持
VBR
VANGUARD SMALL CAP VALUEETF
-$28.1K
4,813
-7%
减持
IAU
ISHARES GOLD ETF
-$28.0K
178
-73%
增持
SPDW
SPDR PORTFOLIO DEVELOPEDWORLD EX-US
+$27.0K
1,972
+36%
减持
WBD
WARNER BROS DISCOVERY IN
-$26.8K
4
-100%
增持
MO
ALTRIA GROUP INC
+$26.5K
1,527
+45%
清仓
GOVT
ISHARES US TREASURY BONDETF
-$26.0K
0
-100%
减持
F
FORD MTR CO DEL
-$25.7K
2,870
-49%
增持
SCHE
SCHWAB EMERGING MARKETS Stock ETF
+$25.7K
9,972
+0%
减持
CIM
CHIMERA INVT CORP StockCLASS Stock
-$21.2K
1,455
-55%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$20.9K
2,956
+1%
增持
QQQ
INVESCO QQQ TRUST
+$20.4K
241
+0%
增持
AMT
AMERICAN TOWER CORP NEW REIT
+$20.1K
156
+136%
减持
AEP
AMERICAN ELEC PWR CO INC
-$19.6K
2,130
-3%
增持
CSCO
CISCO SYS INC
+$19.6K
1,421
+11%
增持
XVV
ISHARES ESG SELECT SCREENED S&P 500
+$19.5K
1,931
+14%
减持
GE
GE AEROSPACE
-$19.3K
100
-56%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$19.1K
239
增持
EXC
EXELON CORP
-$19.0K
7,382
+0%
建仓
—
FS SPECIALTY LENDING FUND
+$18.1K
895
减持
VZ
VERIZON COMMUNICATIONS I
-$18.0K
4,517
-4%
清仓
CIVI
CIVITAS RES INC
-$17.4K
0
-100%
增持
MCD
MCDONALDS CORP
-$17.4K
1,233
+2%
建仓
ENPH
ENPHASE ENERGY INC
+$17.2K
434
清仓
MBB
ISHARES MBS ETF
-$17.2K
0
-100%
建仓
UNM
UNUM GROUP
+$17.0K
210
建仓
VRTX
VERTEX PHARMACEUTICALS I
+$16.9K
38
减持
KHC
KRAFT HEINZ CO
-$16.3K
230
-68%
增持
MRK
MERCK & CO. INC.
-$15.9K
1,518
+0%
清仓
USIG
ISHARES BROAD USD INVESTMENT GRADE C
-$15.8K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$15.7K
136
+23%
增持
MPLX
MPLX LP LP
+$15.4K
989
+49%
增持
PEP
PEPSICO INC
-$15.2K
861
+0%
建仓
NXT
NEXTRACKER INC CLASS A
+$14.5K
267
增持
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF
+$14.4K
2,043
+9%
建仓
MLM
MARTIN MARIETTA MATLS IN
+$14.3K
26
增持
UPS
UNITED PARCEL SVC INC CLASS B
+$14.1K
619
+41%
增持
ABBV
ABBVIE INC
-$14.1K
1,014
+5%
增持
V
VISA INC CLASS A
+$14.1K
236
+19%
增持
ET
ENERGY TRANSFER L P LP
+$14.0K
963
+421%
