VSM Wealth Advisory, LLC 13F 持仓 · 2026年Q2

VSM Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 507 只证券，申报市值合计 3.76 亿美元。前几大持仓：VV（15.25%）、VCSH（5.82%）、MGC（5.06%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	VV	VANGUARD LARGE-CAP INDEXFUND ETF SHARES	$57.4M	15.25%	166,932	减持
2	VCSH	VANGUARD SHORT TERM COR BD ETF	$21.9M	5.82%	277,158	增持
3	MGC	VANGUARD MEGA CAP INDEX FUND ETF SHARES	$19.1M	5.06%	69,643	增持
4	VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	$18.0M	4.77%	48,563	增持
5	VB	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	$16.5M	4.39%	54,504	减持
6	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	$15.8M	4.20%	100,115	减持
7	VTV	VANGUARD VALUE INDEX FUND ETF SHARES	$13.8M	3.66%	63,154	增持
8	VUG	VANGUARD GROWTH INDEX FUND ETF SHARES	$13.6M	3.62%	158,390	增持
9	VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	$13.0M	3.44%	160,789	增持
10	SCHB	SCHWAB U.S. BROAD MARKETETF	$12.8M	3.40%	442,453	减持
11	VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES	$12.8M	3.39%	152,541	减持
12	DFAU	DIMENSIONAL US CORE COMMON STOCK MARKET ETF	$11.7M	3.10%	226,108	增持
13	DFUS	DIMENSIONAL U.S. COMMON STOCK MARKET ETF	$10.1M	2.69%	123,681	增持
14	VEA	VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES	$10.0M	2.67%	140,869	增持
15	SCHX	SCHWAB U.S. LARGE-CAP ETF	$10.0M	2.66%	340,698	增持
16	DFAC	DIMENSIONAL U.S. CORE COMMON STOCK 2 ETF	$9.9M	2.64%	223,945	增持
17	VXF	VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES	$9.2M	2.46%	37,552	减持
18	EMNT	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	$5.1M	1.35%	50,493	新建仓
19	VOO	VANGUARD S&P 500 ETF	$4.5M	1.19%	6,539	减持
20	SCHZ	SCHWAB U.S. AGGREGATE BOND ETF	$4.1M	1.09%	178,010	减持
21	VWO	VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES	$3.9M	1.02%	64,510	减持
22	AAPL	APPLE INC	$3.2M	0.85%	11,015	减持
23	XOM	EXXON MOBIL CORP	$3.2M	0.85%	23,340	减持
24	VTEB	VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES	$3.1M	0.83%	62,145	增持
25	PG	PROCTER & GAMBLE CO	$3.1M	0.82%	21,128	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR