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
Vermillion & White Wealth Management Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Vermillion & White Wealth Management Group, LLC
报告期 2026-03-31 · CIK 0001862443
持仓数
65
前50大市值合计
$169.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 54
增持 46
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
QGRO
AMERICAN CENTURY US QLT GRWT ETF
+$4.5M
53,500
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.5M
36,136
+11%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$3.0M
34,599
+111%
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
DGRW
WISDOMTREE US QLT DIV GRW ETF IV
-$3.0M
58,470
-45%
建仓
SPMB
SPDR PORT MRTGG BCKD BNDETF
+$2.1M
97,268
减持
ROE
ASTORIA US QUALITY KINGSETF IV
+$1.4M
531,784
-2%
减持
BTAL
AGF US MKT NEUTRL ANTI BETA ETF
-$1.1M
3,751
-95%
建仓
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
+$1.1M
51,732
增持
GOVT
ISHARES US TREASURY BONDETF
+$1.1M
45,202
+13%
建仓
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
+$957.0K
49,610
建仓
BSMO
INVESCO BLETSHS 2024 MNPL BND ETF
+$953.9K
38,495
建仓
BSMR
INVESCO BLETSHS 2027 MNPL BND ETF
+$922.7K
39,007
减持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
-$879.1K
75,450
-28%
建仓
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$734.7K
35,961
建仓
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$683.7K
35,592
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$643.6K
152,546
+10%
建仓
—
INVESCO BLETSHS 2025 MNPL BND ETF
+$637.1K
26,176
减持
SPTI
SPDR PORT INTER TRM TRSRY ETF
-$577.0K
187,474
-9%
建仓
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
+$556.7K
23,625
减持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$456.0K
72,810
-20%
增持
UPS
UNITED PARCEL SRVC CLASS B
+$441.9K
14,068
+34%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$394.5K
15,859
+33%
减持
SPTL
SPDR LONG TERM TREASURY ETF
-$389.1K
58,514
-16%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$346.5K
1,333
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$243.9K
9,740
+42%
建仓
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$214.0K
482
增持
MBB
ISHARES MBS ETF
+$209.2K
5,259
+79%
增持
EFG
ISHARES MSCI EAFE GROWTHETF
+$206.9K
5,450
+47%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$195.3K
94,904
+6%
减持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
-$185.1K
190,107
-2%
建仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$177.7K
3,331
增持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
+$176.7K
8,532
+68%
增持
LGLV
SPDR SSGA US LG CP LW VLT INX ETF
+$176.3K
13,089
+2%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$166.6K
17,046
+17%
减持
MSFT
MICROSOFT CORP
+$157.7K
2,940
-16%
增持
DGRE
WSDMTR WSDMTR EMR MKT QLT DIV ETF IV
+$156.0K
103,307
+2%
建仓
BAB
INVESCO TAXABLE MUNICIPAL BOND ETF
+$154.6K
5,822
建仓
SPGP
INVESCO S AND P 500 GARPETF
+$127.9K
1,201
减持
AAPL
APPLE INC
-$126.1K
5,824
-0%
减持
ESGV
VANGUARD ESG US STOCK ETF
+$122.9K
17,455
-1%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$119.6K
1,769
+82%
建仓
QQQE
DIREXION NASDAQ 100 EQL WGHT IDX ETF
+$119.0K
1,334
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$108.9K
4,963
+70%
建仓
VB
VANGUARD SMALL CAP ETF IV
+$102.9K
450
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$97.4K
2,264
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$87.2K
358
-85%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$87.0K
2,002
+83%
减持
GLDM
SPDR GOLD MINISHARES ETF
+$84.8K
34,917
-2%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$84.6K
865
+861%
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$78.7K
1,885
增持
JNJ
JOHNSON & JOHNSON
+$78.6K
777
+175%
增持
AMZN
AMAZON COM INC
+$73.2K
3,107
+1%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$73.1K
54,791
+3%
建仓
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$68.8K
2,152
建仓
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$65.7K
1,120
建仓
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
+$62.3K
3,103
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$60.3K
748
增持
MSOS
ADVISORSHARES PURE US CANNABIS ETF
+$58.0K
17,000
+6%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$56.4K
974
增持
MO
ALTRIA GROUP INC
+$54.5K
13,897
+2%
建仓
VTC
VANGUARD TOTAL CORPORATEBOND ETF IV
+$54.0K
705
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$49.6K
3,832
-8%
增持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$48.1K
47,472
+2%
建仓
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
+$46.5K
795
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$46.1K
6,384
-12%
建仓
FVAL
FIDELITY VALUE FACTOR ETF
+$44.1K
773
清仓
XONE
BNDBLXX BLMBRG 1 YR TRG US TR ETF
-$38.2K
0
-100%
减持
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$36.3K
3,171
-25%
建仓
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
+$34.1K
1,276
减持
SDY
SPDR S&P DIVIDEND ETF
-$33.8K
1,051
-24%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$31.0K
30
-21%
增持
SPBO
SPDR PORTFOLIO CORPORATEBOND ETF
+$30.5K
2,986
+56%
建仓
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$29.9K
510
建仓
LXRX
LEXICON PHARMACEUTIC
+$29.8K
12,415
清仓
AUPH
AURINIA PHARMACEUTIC F
-$29.7K
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$29.0K
483
+45%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$28.9K
2,287
+85%
增持
—
EXXON MOBIL CORP
+$28.3K
1,694
+0%
增持
TSLA
TESLA INC
-$26.8K
710
+16%
增持
TIP
ISHARES TIPS BOND ETF
+$26.6K
1,310
+23%
清仓
CII
BLACKROCK ENHCD CAPITL A
-$26.1K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$25.3K
567
+0%
清仓
EPR
EPR PROPERTIES REIT
-$24.8K
0
-100%
建仓
DFGX
DIMENSIONAL GBL EX US CRE FXD ETF IV
+$23.9K
450
建仓
VRP
INVSC VARIABLE RATE PREFERRED ETF IV
+$23.7K
997
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$22.6K
121
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$22.3K
2,660
-2%
建仓
DFUS
DIMENSIONAL U S EQUITY ETF
+$20.5K
359
建仓
VCSH
VGRD STC ETF DV
+$18.9K
245
减持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$18.9K
6,036
-1%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$18.6K
4,907
-2%
建仓
DKNG
DRAFTKINGS INC NEW CLASS A
+$17.0K
374
建仓
HYSR
SUNHYDROGEN INC
+$16.1K
1,000,000
建仓
PGX
INVESCO PREFERRED ETF
+$15.9K
1,337
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$15.8K
1,132
-31%
减持
MDLZ
MONDELEZ INTL CLASS A
-$15.2K
300
-40%
建仓
DYNF
BLACKROCK US EQY FCTR ROTN ETF
+$15.1K
341
建仓
BIV
VANGUARD INTERMEDIATE TERM BOND ETF
+$15.1K
200
建仓
BLV
VANGUARD LONG TERM BOND ETF
+$14.5K
200
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$14.2K
3,950
-8%
建仓
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
+$14.0K
548
增持
COMT
ISHR ETF GSCI CMD DY STRETF IV
+$13.3K
1,132
+65%
建仓
DFGR
DIMENSIONL GLOBAL REAL ESTATE ETF
+$13.2K
518
建仓
VCIT
VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP BND IDX FD ETF
+$12.9K
160
清仓
—
VERANO HLDGS CORP F
-$12.8K
0
-100%
增持
HD
HOME DEPOT INC
+$12.0K
310
+0%
建仓
VONE
VANGUARD RUSSELL 1000 ETF
+$11.4K
48
清仓
—
SPLUNK INC
-$10.8K
0
-100%
建仓
CIBR
FIRST TRUST NASDAQ CYBRSCRTY ETF
+$10.8K
191
减持
PFE
PFIZER INC
-$10.5K
8,031
-1%
增持
CRM
SALESFORCE INC
+$10.4K
51
+168%
建仓
IWS
ISHARES RUSSELL MID CAP VALUE ETF
+$9.7K
77
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$9.1K
908
-15%
清仓
—
TERRASCEND CORP F
-$8.2K
0
-100%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$8.1K
87
-47%
建仓
IXC
ISHARES GLOBAL ENERGY ETF
+$7.8K
182
建仓
DBO
INVESCO DB OIL FUND
+$7.8K
500
清仓
—
CARNIVAL CORP F
-$7.2K
0
-100%
增持
GIGB
GLDMN SCHS ACS INV GRD CRPRT ETF
+$7.2K
1,357
+14%
增持
PG
PROCTER & GAMBLE
+$6.9K
426
+0%
清仓
SHOP
SHOPIFY INC FCLASS A
-$6.6K
0
-100%
增持
PSK
SPDR ICE PREFERRED SECURITIES ETF
+$6.4K
2,258
+5%
建仓
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$6.2K
106
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$6.0K
1,533
-4%
增持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
+$6.0K
1,528
+6%
建仓
PRU
PRUDENTIAL FINL
+$5.4K
46
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARK
+$5.2K
341
+5%
增持
ABBV
ABBVIE INC
+$4.9K
172
+1%
增持
AMD
ADVANCED MICRO DEVICE IN
+$4.8K
57
+54%
清仓
—
EVEREST GROUP LTD F
-$4.6K
0
-100%
增持
WMT
WALMART INC
+$4.6K
600
+200%
减持
IWR
ISHARES RUSSELL MID CAP ETF
+$4.5K
1,326
-4%
减持
MMM
3M CO
-$4.4K
549
-4%
减持
AAL
AMERICAN AIRLS GROUP
-$4.2K
1,476
-24%
建仓
DGCB
DIMENSIONAL GLOBAL CREDIT ETF IV
+$4.0K
76
清仓
DAL
DELTA AIR LINES INC DEL
-$4.0K
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
+$4.0K
6,000
+50%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$3.8K
117
-24%
减持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
-$3.7K
859
-7%
减持
HON
HONEYWELL INTL INC
-$3.7K
201
-23%
增持
VZ
VERIZON COMMUNICATN
+$3.6K
781
+1%
建仓
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$3.4K
92
建仓
VUG
VANGUARD GROWTH ETF
+$3.1K
9
清仓
—
JAZZ PHARMACEUTICAL F
-$3.0K
0
-100%
清仓
CCI
CROWN CASTLE INC REIT
-$2.6K
0
-100%
减持
GLTR
ABRDN PHYSICAL PREC MTL BSKT SHS ETF
-$2.6K
3
-91%
减持
VDC
VANGUARD CONSUMER STAPLES ETF
+$2.6K
254
-2%
增持
DOW
DOW INC
+$2.2K
691
+0%
增持
BAC
BANK OF AMERICA CORP
+$2.2K
495
+1%
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$2.2K
892
-4%
