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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 56
减持 51
清仓 31
方向
标的
Δ市值
现股数(环比)
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$3.3M
51,095
+223%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
-$3.2M
482
-93%
建仓
DMBS
DOUBLELINE MORTGAGE ETF
+$2.4M
47,046
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。
清仓
SPMB
SPDR PORT MRTGG BCKD BNDETF
-$2.2M
0
-100%
减持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$1.8M
60,495
-40%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$1.4M
82,901
+17%
增持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$1.3M
91,091
+52%
减持
PPI
AXS ASTORIA INFLATION SENSITV ETF
-$1.1M
261,812
-24%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$1.0M
31,964
+17%
减持
IVV
ISHARES CORE S&P 500 ETF
+$649.8K
35,659
-2%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$495.3K
10,488
-25%
减持
SPTI
SPDR PORT INTER TRM TRSRY ETF
-$474.5K
205,959
-11%
减持
UNH
UNITEDHEALTH GROUP INC
-$385.7K
397
-67%
增持
SPTL
SPDR LONG TERM TREASURY ETF
+$311.3K
66,080
+12%
减持
NVDA
NVIDIA CORP
-$284.0K
713
-76%
减持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
+$246.2K
513,113
-4%
减持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$236.3K
148,175
-2%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$175.0K
92,626
+1%
减持
GLDM
SPDR GOLD MINISHARES ETV
+$143.8K
34,377
-4%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$135.4K
10,561
+8%
减持
LGLV
SPDR SSGA US LG CP LW VLT INX ETF
+$122.6K
12,260
-4%
增持
DYNF
BLACKROCK US EQY FCTR ROTN ETF
+$119.7K
3,340
+245%
减持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
+$115.5K
193,423
-2%
减持
MSFT
MICROSOFT CORP
-$115.3K
3,375
-4%
清仓
—
SAP SE ORDF
-$111.7K
0
-100%
增持
TFLO
ISHARES TREASURY FLOATNGRATE BD ETF
+$93.8K
10,766
+21%
减持
AAPL
APPLE INC
+$87.1K
5,641
-3%
清仓
SPBO
SPDR PORTFOLIO CORPORATEBOND ETF
-$85.7K
0
-100%
增持
MO
ALTRIA GROUP INC
+$82.2K
14,109
+1%
增持
MBB
ISHARES MBS ETF
+$77.5K
5,660
+12%
减持
VOO
VANGUARD S&P 500 ETF
-$68.1K
506
-24%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$61.4K
55,271
+1%
清仓
GIGB
GLDMN SCHS ACS INV GRD CRPRT ETF
-$61.4K
0
-100%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$58.9K
17,366
-2%
减持
DGRE
WSDMTR EMRGNG MKT QLT DIV GWTH ETF
+$58.5K
103,041
-3%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$45.9K
5,573
+9%
减持
ESGV
VANGUARD ESG US STOCK ETF
+$44.9K
17,034
-2%
增持
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$39.5K
808
+1022%
增持
PTON
PELOTON INTERACTIVE INC
+$37.8K
8,250
+3200%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$37.7K
2,216
+12%
建仓
UBER
UBER TECHNOLOGIES INC
+$37.6K
500
增持
TLH
ISHARES 10-20 YEAR TSURYBOND ETF
+$34.6K
4,202
+2%
清仓
NVO
NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$33.8K
0
-100%
建仓
IGHG
PROSHARES INVT GD INT RAT HED ETF
+$33.0K
428
减持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
-$30.4K
7,796
-11%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
+$28.6K
5,507
-0%
增持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$27.7K
6,335
+4%
增持
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
+$26.6K
894
+530%
增持
HYSR
SUNHYDROGEN INC
+$26.1K
1,500,000
+20%
清仓
EPR
EPR PROPERTIES REIT
-$26.0K
0
-100%
减持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$25.8K
44,599
-4%
增持
TIP
ISHARES TIPS BOND ETF
+$25.5K
1,457
+15%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$22.3K
358
-57%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$21.0K
36,307
+1%
清仓
XLE
ENERGY SELECT SECTOR SPDR ETF
-$18.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$17.9K
228
-39%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$17.4K
2,369
+5%
清仓
—
CARNIVAL CORP F
-$16.8K
0
-100%
清仓
PEP
PEPSICO INC
-$16.5K
0
-100%
减持
CVS
CVS HEALTH CORP
-$16.3K
340
-47%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$16.2K
1,856
-22%
增持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
+$15.9K
2,594
+19%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$15.6K
1,969
+7%
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$15.1K
36,698
+1%
增持
IGPT
INVESCO AI AD NEXT GEN SFTWE ETF
+$14.8K
349
+1486%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$14.7K
258
-55%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$14.1K
9
-95%
清仓
SHEL
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$13.9K
0
-100%
清仓
—
VECTOR GROUP LTD
-$13.8K
0
-100%
减持
HD
HOME DEPOT INC
-$12.5K
234
-25%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$12.3K
3,640
+4%
减持
EXC
EXELON CORP
+$11.0K
4,408
-9%
减持
CSCO
CISCO SYS INC
-$10.6K
103
-70%
清仓
WEN
WENDYS CO
-$10.2K
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$10.1K
519
+3%
增持
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
+$9.9K
23,959
+1%
增持
KO
THE COCA-COLA CO
+$9.7K
1,168
+0%
增持
—
INVESCO BLETSHS 2025 MNPL BND ETF
+$9.4K
26,514
+1%
减持
SCHW
CHARLES SCHWAB CORP
-$9.3K
909
-2%
减持
DFGR
DIMENSIONL GLOBAL REAL ESTATE ETF
-$9.0K
222
-64%
清仓
SLB
SCHLUMBERGER LTD F
-$9.0K
0
-100%
增持
IFRA
ISHARES US INFRASTRUCTURE ETF
+$8.8K
330
+108%
增持
EMB
ISHARES JPMORGAN USD MTSBOND ETF
+$8.5K
126
+241%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$8.2K
293
+61%
建仓
VIGI
VANGUARD INTL DIVIDEND APRECTN ETF
+$8.0K
91
减持
GOVT
ISHARES US TREASURY BONDETF
+$7.9K
44,276
-3%
清仓
VONE
VANGUARD RUSSELL 1000 ETF IV
-$7.9K
0
-100%
增持
PFE
PFIZER INC
+$7.9K
8,012
+0%
增持
LLY
ELI LILLY AND CO
+$7.8K
19
+90%
增持
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
+$7.5K
52,101
+0%
清仓
VMBS
VANGUARD MORTGAGE BACKEDSEC ETF
-$7.2K
0
-100%
减持
F
FORD MTR CO DEL
-$7.2K
3,498
-1%
减持
VB
VANGUARD SMALL CAP ETF
+$7.2K
444
-1%
建仓
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
+$7.0K
96
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$6.5K
1,593
-11%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$6.5K
4,706
-6%
清仓
SR
SPIRE INC
-$6.1K
0
-100%
增持
AMD
ADVANCED MICRO DEVICE IN
+$6.0K
362
+10%
减持
BIV
VANGUARD INTERMEDIATE TERM BOND ETF
-$5.9K
200
-31%
增持
BSMO
INVESCO BLETSHS 2024 MNPL BND ETF
+$5.9K
38,981
+1%
减持
BLV
VANGUARD LONG TERM BOND ETF
-$5.8K
200
-32%
减持
VXF
VANGUARD EXTENDED MARKETETF
-$5.6K
90
-31%
清仓
SNOW
SNOWFLAKE INC CLASS A
-$5.4K
0
-100%
增持
AMZN
AMAZON.COM INC
-$5.4K
3,068
+3%
建仓
VICI
VICI PPTYS INC REIT
+$5.1K
153
清仓
TAP
MOLSON COORS BEVERAGE CLCLASS B
-$5.1K
0
-100%
清仓
—
EVEREST GROUP LTD F
-$5.0K
0
-100%
增持
ABBV
ABBVIE INC
+$4.8K
175
+1%
增持
NEE
NEXTERA ENERGY INC
+$4.7K
335
+1%
清仓
PPL
PPL CORP
-$4.6K
0
-100%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$4.6K
67
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$4.3K
3,105
-9%
清仓
AEG
AEGON LTD ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$4.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$4.1K
1,524
+1%
建仓
UAL
UNITED AIRLINES HLDGS
+$4.0K
70
清仓
FDX
FEDEX CORP
-$3.9K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$3.9K
430
+0%
建仓
DAL
DELTA AIR LINES INC DEL
+$3.8K
75
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
+$3.8K
6,284
-2%
减持
COMT
ISHR ETF GSCI CMD DYN STR ETF
-$3.7K
1,051
-7%
减持
SPYG
SPDR S&P 500 GROWTH ETF
+$3.7K
1,338
-0%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$3.6K
870
-4%
增持
AAL
AMERICAN AIRLS GROUP INC
+$3.5K
1,797
+22%
建仓
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$3.4K
53
增持
VZ
VERIZON COMMUNICATIONS I
+$3.3K
799
+1%
减持
FVAL
FIDELITY VALUE FACTOR ETF
-$2.8K
688
-11%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$2.5K
343
+0%
建仓
MNKD
MANNKIND CORP
+$2.4K
384
增持
KMI
KINDER MORGAN INC DEL
+$2.3K
942
+1%
增持
DGCB
DIMENSIONAL GLOBAL CREDIT ETF
+$2.3K
380
+8%
清仓
HRL
HORMEL FOODS CORP
-$2.3K
0
-100%
清仓
—
TRAWS PHARMA INC
-$2.3K
0
-100%
清仓
IBM
IBM CORP
-$2.2K
0
-100%
减持
DIS
DISNEY WALT CO
-$2.1K
643
-0%
清仓
QRVO
QORVO INC
-$2.1K
0
-100%
增持
INTC
INTEL CORP
-$2.0K
271
+0%
增持
ICVT
ISHARES CONVERTIBLE BONDETF
+$1.8K
117
+16%
清仓
BNTX
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$1.6K
0
-100%
增持
NEAR
BLACKROCK SHORT DURATN BND ETF
+$1.6K
1,435
+0%
清仓
APD
AIR PROD & CHEMICALS
-$1.5K
0
-100%
减持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
-$1.4K
1,372
-10%
增持
DOW
DOW INC
+$1.2K
695
+0%
建仓
TRAW
TRAWS PHARMA INC CLASS EQUITY
+$1.2K
205
清仓
LEGN
LEGEND BIOTECH CORP FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$1.1K
0
-100%
增持
DFGX
DIMENSIONAL GBL EX US CRE FXD ETF
+$1.0K
599
+0%
增持
TCAF
T ROWE PRICE CPTL APRCTNEQT ETF
+$997
81
+50%
清仓
ARLO
ARLO TECHNOLOGIES INC
-$991
0
-100%
清仓
BAESY
BAE SYSTEMS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$893
0
-100%
减持
PSK
SPDR ICE PREFERRED SECURITIES ETF
+$840
2,172
-4%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$821
1,085
-3%
