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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 144 项
建仓 33
增持 85
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
PPI
AXS ASTORIA INFLATION SENSITV ETF
+$5.1M
344,750
减持
QGRO
AMERICAN CENTURY US QLT GRWT ETF
-$4.4M
2,004
-96%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$3.2M
7,143
+1382%
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。
增持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
+$1.2M
100,478
+38%
增持
SPTI
SPDR PORT INTER TRM TRSRY ETF
+$1.2M
230,538
+23%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF IV
+$1.1M
70,835
+21%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$1.0M
27,430
-21%
增持
GOVT
ISHARES US TREASURY BONDETF
-$964.0K
45,654
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$921.3K
36,400
+1%
减持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
-$606.9K
59,784
-21%
增持
AAPL
APPLE INC
+$228.5K
5,827
+0%
增持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
+$190.1K
196,705
+3%
减持
UPS
UNITED PARCEL SRVC CLASS B
-$165.7K
14,067
-0%
减持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
-$155.7K
92,093
-3%
增持
DGRE
WSDMTR EMRGNG MKT QLT DIV GWTH ETF
+$145.9K
106,134
+3%
减持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
-$137.2K
150,749
-1%
增持
SPMB
SPDR PORT MRTGG BCKD BNDETF
+$137.0K
104,294
+7%
建仓
—
SAP SE ORDF
+$111.7K
550
增持
GLDM
SPDR GOLD MINISHARES ETV
+$110.2K
35,763
+2%
增持
NVDA
NVIDIA CORP
+$99.6K
3,000
+900%
增持
MSFT
MICROSOFT CORP
+$88.9K
3,508
+19%
减持
LGLV
SPDR SSGA US LG CP LW VLT INX ETF
-$86.3K
12,795
-2%
减持
JNJ
JOHNSON & JOHNSON
-$68.0K
376
-52%
建仓
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF
+$67.5K
1,216
增持
GLD
SPDR GOLD SHARES ETF
+$66.4K
398
+328%
建仓
JPIE
JPMORGAN INCOME ETF
+$64.1K
1,410
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$63.5K
2,114
+117%
增持
VOO
VANGUARD S&P 500 ETF
+$62.5K
670
+18%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$60.0K
17,456
+0%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$59.4K
1,982
+12%
增持
CMCSA
COMCAST CORP CLASS A
+$45.6K
2,394
+116%
建仓
SLV
ISHARES SILVER TRUST ETF
+$44.0K
1,655
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$43.8K
3,491
+62%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$43.4K
1,834
+64%
增持
AMD
ADVANCED MICRO DEVICE IN
+$43.1K
329
+477%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$40.4K
2,263
+13%
增持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
+$37.1K
535,067
+1%
减持
AMZN
AMAZON.COM INC
+$34.6K
2,986
-4%
增持
MO
ALTRIA GROUP INC
+$31.7K
14,005
+1%
增持
DYNF
BLACKROCK US EQY FCTR ROTN ETF
+$30.3K
969
+184%
建仓
BNDX
VANGUARD TOTAL INTERNATLBND ETF IV
+$27.6K
568
建仓
EPR
EPR PROPERTIES REIT
+$26.0K
621
增持
SPTL
SPDR LONG TERM TREASURY ETF
-$25.2K
59,134
+1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$23.3K
834
+133%
减持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$23.1K
46,255
-3%
增持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
+$23.0K
2,174
+70%
清仓
PSX
PHILLIPS 66
-$22.9K
0
-100%
减持
—
EXXON MOBIL CORP
-$22.4K
1,516
-11%
增持
TLH
ISHARES 10-20 YEAR TSURYBOND ETF
+$22.3K
4,136
+8%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARK ETF
-$21.5K
8,796
-4%
减持
MBB
ISHARES MBS ETF
-$21.2K
5,063
-4%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$20.9K
9,814
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$20.8K
1,373
+3%
增持
UNH
UNITEDHEALTH GRP INC
+$18.5K
1,213
+0%
增持
TFLO
ISHARES TREASURY FLOATNGRATE BD ETF
+$18.5K
8,902
+4%
增持
IXN
ISHARES GLOBAL TECH ETF
+$18.3K
2,281
+0%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$18.0K
5,120
+3%
建仓
—
CARNIVAL CORP F
+$16.8K
900
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$16.4K
2,700
+2%
减持
TSLA
TESLA INC
+$15.5K
709
-0%
增持
DGCB
DIMENSIONAL GLOBAL CREDIT ETF
+$14.5K
351
+362%
增持
BSV
VANGUARD SHORT-TERM BONDETF
+$14.1K
193
+2044%
增持
CVS
CVS HEALTH CORP
-$13.1K
638
+0%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$12.9K
17,726
+4%
增持
MSOS
ADVISORSHARES PURE US CANNABIS ETF
-$12.8K
21,465
+26%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$11.9K
2,072
+10%
增持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$11.9K
6,071
+1%
增持
HD
HOME DEPOT INC
-$11.6K
312
+1%
增持
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
+$11.1K
938
+71%
建仓
SLB
SCHLUMBERGER LTD F
+$9.0K
190
增持
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
+$8.1K
51,896
+0%
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$8.1K
36,320
+1%
减持
MDLZ
MONDELEZ INTL CLASS A
-$7.9K
200
-33%
增持
BSMO
INVESCO BLETSHS 2024 MNPL BND ETF
+$7.7K
38,743
+1%
增持
DFGX
DIMENSIONAL GBL EX US CRE FXD ETF
+$7.6K
598
+33%
建仓
VMBS
VANGUARD MORTGAGE BACKEDSEC ETF
+$7.2K
159
建仓
SOLV
SOLVENTUM CORP
+$7.1K
134
增持
BIV
VANGUARD INTERMEDIATE TERM BOND ETF
+$6.5K
288
+44%
增持
BLV
VANGUARD LONG TERM BOND ETF
+$6.3K
296
+48%
建仓
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$6.3K
150
增持
VXF
VANGUARD EXTENDED MARKETETF
+$6.2K
130
+44%
建仓
VXUS
VANGUARD TOTAL INTERNTL STOCK ETF IV
+$6.2K
102
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$5.4K
35,940
+1%
减持
TIP
ISHARES TIPS BOND ETF
-$5.2K
1,269
-3%
减持
SPGP
INVESCO S AND P 500 GARPETF
-$5.1K
1,195
-0%
建仓
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
+$5.0K
142
建仓
—
EVEREST GROUP LTD F
+$5.0K
13
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$4.9K
3,395
+0%
清仓
VICI
VICI PROPERTIES INC
-$4.6K
0
-100%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$4.3K
40
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$3.8K
72
增持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
+$3.7K
5,024
+2%
减持
VONE
VANGUARD RUSSELL 1000 ETF IV
-$3.6K
32
-33%
增持
DOW
DOW INC
-$3.3K
693
+0%
建仓
GEV
GE VERNOVA INC
+$3.3K
19
建仓
TSPA
T ROWE PRICE U S EQUITY RESEARCH ETF
+$3.1K
91
增持
KO
THE COCA-COLA CO
+$3.0K
1,167
+0%
建仓
MET
METLIFE INC
+$2.8K
40
增持
—
INVESCO BLETSHS 2025 MNPL BND ETF
+$2.8K
26,344
+1%
增持
V
VISA INC CLASS A
-$2.5K
153
+1%
增持
NEE
NEXTERA ENERGY INC
+$2.4K
333
+1%
增持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
+$2.3K
910
+6%
建仓
CCI
CROWN CASTLE INC REIT
+$2.2K
23
增持
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
+$2.2K
23,789
+1%
增持
DFGR
DIMENSIONL GLOBAL REAL ESTATE ETF
+$2.2K
617
+19%
增持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
+$2.0K
941
+5%
建仓
ROBO
ROBO GBL RBOTCS AND AUTMATN INDX ETF
+$1.9K
34
增持
VTV
VANGUARD VALUE ETF
+$1.9K
502
+4%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$1.7K
15,808
-0%
建仓
TCAF
T ROWE PRICE CPTL APRCTNEQT ETF
+$1.7K
54
增持
KMI
KINDER MORGAN INC
+$1.7K
929
+1%
建仓
BNTX
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$1.6K
20
增持
ABBV
ABBVIE INC
-$1.5K
174
+1%
增持
EFG
ISHARES MSCI EAFE GROWTHETF
-$1.5K
5,515
+1%
增持
PG
PROCTER & GAMBLE
+$1.4K
428
+0%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$1.3K
342
+0%
增持
BAC
BANK OF AMERICA CORP
+$1.2K
501
+1%
减持
PFE
PFIZER INC
+$1.1K
8,006
-0%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$1.1K
1,115
-1%
建仓
OEF
ISHARES S&P 100 ETF
+$1.1K
4
建仓
IGPT
INVESCO AI AD NEXT GEN SFTWE ETF
+$1.0K
22
增持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
+$1.0K
1,529
+0%
增持
VTRS
VIATRIS INC
-$901
692
+0%
建仓
BAESY
BAE SYSTEMS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
+$893
13
建仓
—
PAGAYA TECHNOLOGIES LT FCLASS A
+$791
62
减持
SLQD
ISHRS 0 TO 5 YEAR INV GRD CRPRAT ETF
-$763
815
-2%
增持
IFRA
ISHARES US INFRASTRUCTURE ETF
+$670
159
+14%
增持
BAB
INVESCO TAXABLE MUNICIPAL BOND ETF
-$620
5,836
+0%
清仓
—
SEELOS THERAPEUTICS INC
-$588
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$478
182
+1%
建仓
HL
HECLA MINING CO
+$437
90
增持
ACWI
ISHARES MSCI ACWI ETF IV
+$403
126
+1%
建仓
—
88 ENERGY ORD ORDF
+$276
184,404
增持
HYSR
SUNHYDROGEN INC
-$237
1,250,000
+25%
增持
VZ
VERIZON COMMUNICATN
-$201
790
+1%
建仓
BP
BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS
+$181
5
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
-$171
54,834
+0%
增持
ATO
ATMOS ENERGY CORP
-$147
106
+1%
建仓
DBA
INVESCO DB AGRICULTURE FUND
+$119
5
减持
EMB
ISHARES JPMORGAN USD MTSBOND ETF
-$110
37
-3%
建仓
—
SEELOS THERAPEUTICS INC CLASS EQUITY
+$73
123
增持
NEAR
BLACKROCK SHORT DURATN BND ETF
+$73
1,429
+0%
增持
IXC
ISHARES GLOBAL ENERGY ETF
+$28
189
+4%
增持
SPLB
SPDR LONG TERM CORPORATEBOND ETF
-$17
42
+2%
