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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 38
增持 61
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$5.5M
80,249
+27289%
建仓
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
+$4.7M
181,736
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$3.2M
16,689
-67%
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
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$3.1M
14,979
-53%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$3.0M
62,651
+1024%
减持
DGRW
WISDOMTREE US QLT DIV GRW ETF
-$2.9M
49,750
-40%
减持
DGRE
WSDMTR EMRGNG MKT QLT DIV GWTH ETF
-$2.8M
2,026
-98%
减持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
-$2.5M
436,733
-15%
增持
IVV
ISHARES CORE S&P 500 ETF IV
+$2.4M
38,971
+9%
增持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$1.4M
142,196
+56%
清仓
—
INVSC BULLETSHAR 2024 CRPRT BND ETF
-$1.1M
0
-100%
减持
PPI
AXS ASTORIA REAL ASSETS ETF
-$1.1M
205,164
-22%
清仓
BSMO
INVESCO BLETSHS 2024 MNPL BND ETF
-$967.5K
0
-100%
增持
DYNF
ISHS US EQTY FACTR ROTATN ACT ETF
+$380.5K
10,649
+219%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$363.8K
1,389
+1%
建仓
—
CHUBB LTD F
+$247.8K
897
建仓
GTBIF
GREEN THUMB INDS INC F
+$237.8K
29,108
减持
AMZN
AMAZON.COM INC
-$230.1K
1,557
-49%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$224.5K
102,376
+11%
建仓
EPR
EPR PPTYS REIT
+$222.8K
5,032
减持
ALL
ALLSTATE CORP
-$205.5K
1,102
-50%
减持
GOVT
ISHARES US TREASURY BONDETF
-$165.4K
37,983
-14%
减持
GLDM
SPDR GOLD MINISHARES ETV
-$144.5K
31,691
-8%
增持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$139.9K
3,521
+336%
建仓
—
SAP SE ORDF
+$133.0K
550
增持
IYW
ISHARES US TECHNOLOGY ETF
+$123.1K
2,878
+30%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$119.1K
13,227
+25%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$118.6K
58,814
+6%
减持
—
EXXON MOBIL CORP
-$117.8K
565
-63%
增持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$116.5K
60,918
+1%
增持
IGPT
INVESCO AI AD NEXT GEN SFTWE ETF
+$114.3K
2,878
+725%
增持
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
+$111.4K
4,118
+361%
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$107.8K
10,485
-0%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF IV
-$101.2K
4,029
-14%
增持
AAPL
APPLE INC
+$100.0K
5,648
+0%
增持
SPTI
SPDR PORT INTER TRM TRSRY ETF
-$97.9K
211,166
+3%
增持
DMBS
DOUBLELINE MORTGAGE ETF
-$93.9K
47,333
+1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$91.1K
8,625
+36%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
-$84.5K
17,430
+0%
增持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
+$70.7K
201,189
+4%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$69.8K
974
-54%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
-$67.7K
5,423
-2%
清仓
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF
-$66.8K
0
-100%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$66.7K
163,553
+10%
清仓
JPIE
JPMORGAN INCOME ETF
-$65.4K
0
-100%
减持
LGLV
SPDR SSGA US LG CP LW VLT INX ETF
-$64.3K
12,169
-1%
建仓
BMRN
BIOMARIN PHARMACEUTICAL
+$61.5K
936
增持
ESGV
VANGUARD ESG US STOCK ETF
+$60.7K
17,087
+0%
建仓
TRLV
TRULIEVE CANNABIS CORP F
+$58.4K
11,266
增持
DJT
TRUMP MEDIA & TECHNO
+$53.6K
1,573
+52333%
增持
IFRA
ISHARES US INFRASTRUCTURE ETF
+$52.0K
1,459
+342%
减持
MBB
ISHARES MBS ETF
-$45.2K
5,422
-4%
增持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
-$44.8K
46,418
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$44.8K
547
+38%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$41.9K
1,000
清仓
SLQD
ISHRS 0-5 YEAR INV GRD CRPRAT ETF
-$41.1K
0
-100%
增持
TLH
ISHARES 10-20 YEAR TSURYBOND ETF
-$39.6K
4,217
+0%
减持
—
DISCOVER FINL SVCS
-$39.6K
369
-50%
减持
MSFT
MICROSOFT CORP
-$34.1K
3,365
-0%
建仓
AUPH
AURINIA PHARMACEUTICAL FCLASS EQUITY
+$31.4K
3,500
建仓
CII
BLACKROCK ENHCD CAPITL A
+$29.4K
1,464
减持
TSLA
TESLA INC
+$27.7K
528
-26%
建仓
—
TRANE TECHNOLOGIES PLC F
+$27.7K
75
建仓
PTY
PIMCO CORPORATE OPPORTUN
+$27.2K
1,890
建仓
—
CURALEAF HLDGS INC F
+$27.0K
17,287
减持
GOOG
ALPHABET INC CLASS C
-$26.9K
280
-42%
减持
PFE
PFIZER INC
-$24.9K
7,803
-3%
建仓
PCN
PIMCO CORP INCOME CF
+$24.2K
1,806
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$23.8K
3,110
+0%
增持
MO
ALTRIA GROUP INC
+$23.0K
14,211
+1%
减持
DOW
DOW INC
-$20.7K
430
-38%
建仓
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$20.3K
236
建仓
—
NV5 GLOBAL INC
+$18.8K
1,000
减持
VTV
VANGUARD VALUE ETF
-$18.8K
424
-18%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$18.6K
2,417
+2%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$15.4K
1,656
-11%
增持
SPTL
SPDR LONG TERM TREASURY ETF
-$14.9K
72,779
+10%
建仓
SGU
STAR GROUP L P LP
+$13.9K
1,203
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$13.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$12.3K
171
-25%
建仓
VFF
VILLAGE FARMS INTL INC F
+$12.2K
15,778
建仓
SHEL
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$12.1K
193
增持
KO
THE COCA-COLA CO
-$11.0K
1,171
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$10.7K
800
+60%
增持
EMB
ISHARES JPMORGAN USD MTSBOND ETF
+$9.9K
243
+93%
减持
DIS
DISNEY WALT CO
+$9.4K
640
-0%
减持
F
FORD MTR CO DEL
-$9.1K
2,817
-19%
建仓
SHOP
SHOPIFY INC FCLASS A
+$9.0K
85
建仓
WELD
TEMA AMERICAN RESHORING ETF
+$9.0K
241
建仓
—
WEALTH MINERALS LTD F
+$8.8K
250,000
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$7.7K
37,071
+1%
建仓
—
CARNIVAL CORP F
+$7.5K
300
建仓
PRFZ
INVSC FTSE RAFI US 1500 SMLMD ETF IV
+$6.9K
165
建仓
—
VERANO HLDGS CORP F
+$6.8K
5,451
减持
ADBE
ADOBE INC
-$6.6K
20
-33%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STK ETF
-$6.6K
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$6.5K
508
+0%
减持
—
DUPONT DE NEMOURS INC
-$6.3K
105
-34%
增持
CVS
CVS HEALTH CORP
-$6.0K
342
+1%
减持
DKNG
DRAFTKINGS INC NEW CLASS A
-$6.0K
232
-38%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$5.9K
1,028
-5%
增持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
-$5.9K
2,597
+0%
增持
KMI
KINDER MORGAN INC DEL
+$5.3K
952
+1%
增持
PSK
SPDR ICE PREFERRED SECURITIES ETF
-$5.3K
2,188
+1%
增持
TFLO
ISHARES TREASURY FLOATNGRATE BD ETF
+$5.2K
10,897
+1%
增持
IXN
ISHARES GLOBAL TECH ETF
+$5.2K
2,282
+0%
建仓
IBIT
ISHARES BITCOIN ETF
+$4.8K
90
增持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
-$4.7K
1,402
+2%
建仓
—
EVEREST REINSURANCE GR F
+$4.7K
13
增持
—
INVESCO BLETSHS 2025 MNPL BND ETF
+$4.7K
26,682
+1%
建仓
PSX
PHILLIPS 66
+$4.3K
38
增持
NEE
NEXTERA ENERGY INC
-$4.1K
337
+1%
减持
IWR
ISHARES RUSSELL MID CAP ETF
-$4.1K
1,276
-4%
增持
TIP
ISHARES TIPS BOND ETF
-$4.0K
1,473
+1%
清仓
UAL
UNITED AIRLINES HLDGS
-$4.0K
0
-100%
建仓
AEG
AEGON LTD ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$4.0K
671
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF IV
-$3.9K
877
+1%
减持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
-$3.8K
856
-6%
增持
VZ
VERIZON COMMUNICATIONS I
-$3.7K
805
+1%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$3.6K
15
减持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$3.4K
887
-5%
增持
HD
HOME DEPOT INC
-$3.4K
235
+0%
增持
HYSR
SUNHYDROGEN INC
+$3.3K
2,000,000
+33%
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
-$3.3K
503
-1%
建仓
—
TERRASCEND CORP F
+$3.3K
5,000
增持
ABBV
ABBVIE INC
-$3.2K
177
+1%
减持
IJH
ISHARES CORE S&P MID CAPETF
-$3.0K
407
-11%
建仓
—
PROSHARES ULTRST BLOM CRUDE ETF
+$3.0K
177
建仓
—
JAZZ PHARMACEUTICALS P F
+$3.0K
24
清仓
TER
TERADYNE INC
-$2.8K
0
-100%
建仓
—
SANDSTORM GOLD LTD F
+$2.8K
500
清仓
CCI
CROWN CASTLE INC REIT
-$2.7K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$2.7K
724
+3%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$2.4K
36,675
+1%
增持
BAC
BANK OF AMERICA CORP
+$2.3K
507
+1%
建仓
BNTX
BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$2.3K
20
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$2.1K
2,661
-1%
增持
PG
PROCTER & GAMBLE CO
-$2.1K
431
+0%
增持
VB
VANGUARD SMALL CAP ETF
+$2.1K
447
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$1.9K
2,244
+200%
减持
SPY
SPDR S&P 500 ETF IV
-$1.9K
78
-6%
增持
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
-$1.8K
912
+0%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$1.7K
1,970
+0%
建仓
—
BOTS INC ORDF
+$1.6K
295,000
建仓
ETB
EATON VANCE TAX MGD BUY
+$1.5K
101
增持
FVAL
FIDELITY VALUE FACTOR ETF
+$1.5K
702
+2%
清仓
MARA
MARA HLDGS INC
-$1.3K
0
-100%
建仓
PPTA
PERPETUA RES CORP F
+$1.3K
120
清仓
ASO
ACADEMY SPORTS & OUTDOOR
-$1.2K
0
-100%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$1.2K
344
+0%
