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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 51
减持 60
清仓 38
方向
标的
Δ市值
现股数(环比)
增持
VB
VANGUARD SMALL CAP ETF
+$13.9M
55,007
+14376%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$12.7M
380
-99%
增持
SCHA
SCHWAB US SMALL CAP ETF
+$9.1M
402,351
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。
+521%
清仓
DFUV
DIMENSIONAL US CORE Stock MARKT ETF
-$8.6M
0
-100%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$8.6M
118,814
+8369%
减持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$7.4M
23,777
-93%
增持
VV
VANGUARD LARGE CAP ETF
+$4.8M
168,831
+2%
清仓
SCHZ
SCHWAB US AGGREGATE BONDETF
-$4.1M
0
-100%
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$4.1M
198,888
+771%
建仓
GRIFX
APPLE INC
+$2.9M
11,460
增持
VUG
VANGUARD GROWTH ETF
+$2.4M
21,988
+18%
减持
AAPL
APPLIED MATLS INC
-$2.3M
86
-99%
增持
VTV
VANGUARD VALUE ETF
+$2.1M
54,109
+20%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$2.1M
211,772
+87%
清仓
SCHM
CHARLES SCHWAB US MC ETF
-$1.7M
0
-100%
增持
MGC
VANGUARD MEGA CAP ETF
+$1.5M
71,252
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.3M
47,668
+1%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$1.1M
208,907
+7%
增持
VGSH
VANGUARD SHORT TERM COR BD ETF
+$901.3K
231,320
+5%
增持
VO
VANGUARD MID CAP ETF
+$786.5K
41,968
+2%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$745.5K
101,872
-0%
减持
LLY
ELI LILLY AND CO
-$638.9K
939
-46%
减持
SCHB
SCHWAB US BROAD MARKET ETF
+$603.8K
458,575
-2%
清仓
USFR
WISDOMTREE FLOATING RATETREASRY ETF
-$596.3K
0
-100%
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$583.4K
154,179
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$507.6K
134,436
+2%
清仓
SCHX
SCHWAB US LARGE CAP VALUE ETF
-$493.7K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$435.6K
21,259
-9%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$329.3K
64,279
+1%
清仓
VXUS
VANGUARD TOTAL BOND MARKET ETF
-$300.2K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
+$297.5K
6,805
-0%
减持
VXF
VANGUARD EXTENDED MARKETETF
+$254.2K
39,315
-5%
清仓
FLRN
SPDR BLOOMBERG INT GRD FLT RT ETF
-$248.3K
0
-100%
减持
CAT
CATERPILLAR INC
-$235.5K
403
-63%
减持
DUK
DUKE ENERGY CORP NEW
-$217.9K
1,669
-54%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$200.0K
38,131
+5%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$167.7K
9,021
-19%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$158.2K
4,115
+92%
减持
TSLA
TESLA INC
+$153.1K
1,255
-2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$149.3K
1,562
+8%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$146.6K
1,468
+3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$127.4K
22,101
-24%
增持
VTES
VAN SHT TX EXPT BND
+$126.9K
6,165
+24%
清仓
COF
CAPITAL ONE FINL CORP
-$110.4K
0
-100%
增持
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$108.9K
20,621
+1%
减持
MSFT
MICROSOFT CORP
+$102.1K
6,424
-1%
清仓
IBIT
ISHARES BITCOIN ETF
-$96.5K
0
-100%
减持
HD
HOME DEPOT INC
+$89.9K
2,553
-1%
减持
TFC
TRUIST FINL CORP
-$89.3K
3,730
-38%
增持
VALN
VALNEVA SE FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$87.1K
9,000
+125%
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$85.8K
1,911
+2%
清仓
MDGL
MADRIGAL PHARMACEUTICALS
-$84.7K
0
-100%
增持
GOOGL
ALPHABET INC CLASS C
+$82.5K
624
+58%
增持
GPMT
GRAYSCALE BITCOIN MINI TRUST ETF
+$81.6K
1,686
+11%
减持
GOOG
ALPHABET INC CLASS CLASS A
-$80.3K
395
-60%
增持
SPY
SPDR S&P 500 ETF
+$79.6K
1,640
+0%
增持
XBOEX
BLACKROCK ENHANCED GLOBA
+$76.5K
8,091
+437%
增持
INTC
INTEL CORP
+$76.3K
6,741
+1%
减持
JEF
JEFFERIES FINL GROUP INC
-$75.2K
1,710
-50%
减持
AMZN
AMAZON.COM INC
-$73.8K
1,769
-16%
清仓
BTI
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$70.4K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$68.5K
2
-93%
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$67.9K
4,822
+0%
减持
SCHW
CHARLES SCHWAB CORP
-$67.5K
983
-44%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$63.7K
8,896
+0%
增持
HL
HECLA MNG CO
+$62.1K
10,160
+0%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$60.9K
6,122
-11%
清仓
ELV
ELEVANCE HEALTH INC
-$60.7K
0
-100%
减持
—
EXXON MOBIL CORP
+$59.9K
23,885
-2%
减持
MRK
MERCK & CO. INC.
-$59.7K
720
-53%
减持
ISRG
INTUITIVE SURGICAL INC
-$59.4K
24
-81%
减持
ADP
ATLASSIAN CORP CLASS A
-$58.4K
100
-59%
清仓
BNS
BANK NOVA SCOTIA F
-$55.0K
0
-100%
清仓
FLIN
FRANKLIN FTSE INDIA ETF
-$54.0K
0
-100%
减持
PFE
PFIZER INC
-$53.6K
3,705
-39%
减持
BTC
GRAYSCALE BITCOIN TRUST ETF
-$51.2K
327
-81%
减持
META
META PLATFORMS INC CLASS A
-$50.3K
40
-63%
清仓
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
-$50.3K
0
-100%
减持
ESGV
VANGUARD ESG US STOCK ETF
-$49.7K
5,152
-14%
减持
DAL
DELTA AIR LINES INC DEL
-$49.3K
154
-87%
增持
GBTC
GRAYSCALE ETHEREUM MINI
+$49.3K
1,966
+501%
减持
VZ
VERIZON COMMUNICATIONS I
-$49.2K
3,327
-26%
增持
NU
NU HLDGS LTD FCLASS A
+$48.7K
3,300
+1000%
增持
AZO
AUTOMATIC DATA PROCESSIN
+$48.5K
241
+3917%
减持
SCHJ
SCHWAB 1 5 YEAR CORP BOND ETF
-$48.2K
3,033
-39%
清仓
ETH
GRAYSCALE ETHEREUM MINI
-$47.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$46.7K
0
-100%
增持
ABBV
ABBVIE INC
+$46.7K
1,015
+0%
增持
BOND
PIMCO ACTIVE BOND ETF
+$46.4K
13,203
+3%
减持
MPC
MARATHON PETE CORP
-$46.3K
182
-63%
清仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FCT ETF
-$46.0K
0
-100%
减持
NVDA
NVIDIA CORP
+$45.9K
1,784
-2%
减持
CVX
CHEVRON CORP NEW
-$44.6K
1,271
-25%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$44.6K
1,073
-24%
清仓
O
REALTY INCOME CORP REIT
-$43.4K
0
-100%
清仓
NOW
SERVICENOW INC
-$43.2K
0
-100%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$42.2K
243
-61%
减持
EPD
ENTERPRISE PRODS PART LP
-$41.8K
689
-66%
清仓
TD
TORONTO DOMINION BK ON F
-$39.4K
0
-100%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$39.1K
4,021
+0%
清仓
KNSL
KINSALE CAP GROUP INC
-$38.7K
0
-100%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$37.7K
341
-75%
清仓
PBA
PEMBINA PIPELINE CORP F
-$37.5K
0
-100%
减持
CNP
CENTURY LITHIUM CORP F
-$36.7K
27
-97%
清仓
PYPL
PAYPAL HLDGS INC
-$36.0K
0
-100%
清仓
CCJ
CAMECO CORP F
-$34.7K
0
-100%
清仓
DT
DYNATRACE INC
-$34.1K
0
-100%
增持
IBM
IBM CORP
-$33.9K
2,730
+0%
减持
AMD
ADVANCED MICRO DEVIC
-$33.9K
1,307
-24%
增持
DUSB
DIMENSNL ULTRASHRT FIXEDINCM ETF
+$32.9K
5,487
+13%
清仓
—
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$32.8K
0
-100%
减持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$32.0K
30
-91%
清仓
—
CHUBB LTD F
-$31.9K
0
-100%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$30.8K
771
+47%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$30.4K
2,706
+0%
清仓
SPG
SIMON PPTY GROUP INC NEWREIT
-$29.7K
0
-100%
减持
BAC
BANK OF AMERICA CORP
-$28.8K
981
-42%
减持
KMB
KIMBERLY CLARK CORP
-$28.7K
631
-24%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$28.4K
1,235
-32%
减持
VEEV
VEEVA SYS INC CLASS A
-$27.8K
100
-50%
增持
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF
+$27.8K
2,415
+18%
减持
SAN
BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$27.4K
31,608
-14%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$27.0K
25,218
-4%
增持
AYRWF
AXCELIS TECHNOLOGIES INC
+$26.9K
275
+27400%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$26.5K
2,323
+0%
清仓
—
CYCLACEL PHARMACE 6pcnt PFDCONV
-$26.4K
0
-100%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$26.0K
9,787
-2%
清仓
PSI
INVESCO SEMICONDUCTORS ETF
-$25.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$24.6K
4,518
-15%
增持
WMT
WALMART INC
+$24.5K
4,598
+0%
增持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$23.6K
1,744
+74%
减持
AMT
AMERICAN TOWER CORP NEW REIT
-$21.8K
66
-58%
减持
WM
WASTE MGMT INC DEL
-$21.2K
2,149
-1%
减持
MO
ALTRIA GROUP INC
-$20.2K
1,050
-31%
增持
KHC
KYNDRYL HLDGS INC
+$20.2K
15,040
+6439%
减持
KOS
KRAFT HEINZ CO
-$19.8K
230
-98%
清仓
DHR
DANAHER CORP
-$19.8K
0
-100%
增持
CEG
CONSTELLATION ENERGY COR
+$19.6K
3,079
+0%
增持
DIS
DISNEY WALT CO
-$19.5K
2,067
+0%
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$19.5K
62,636
-3%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$19.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$18.6K
2,664
-10%
增持
QS
QUANTUMSCAPE CORP CLASS A
+$18.2K
2,352
+47%
清仓
—
FS SPECIALTY LENDING FUND
-$18.1K
0
-100%
清仓
ET
ENERGY TRANSFER L P LP
-$17.5K
0
-100%
增持
IJS
ISHARES S&P SMALL CAP 600 ETF
+$17.3K
1,533
+0%
清仓
ENPH
ENPHASE ENERGY INC
-$17.2K
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$17.0K
502
-28%
清仓
UNM
UNUM GROUP
-$17.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS I
-$16.9K
0
-100%
