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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 41
增持 40
减持 57
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
+$9.8M
619,567
+241%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$8.5M
301,990
+195%
增持
IVV
ISHARES CORE S&P 500 ETF
+$8.3M
55,598
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。
+43%
减持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
-$7.1M
212,635
-51%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM COR
-$6.6M
1,194
-99%
减持
SPTI
SPDR PORT INTER TERM TREASURY ETF
-$5.9M
806
-100%
增持
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
+$5.4M
153,475
+3627%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$5.1M
6,189
-92%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$5.0M
312,183
+91%
减持
SPDW
SPDR PORTFOLIO DEVELOPEDWORLD EX-US
-$4.6M
7,146
-95%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$3.3M
127,404
+117%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$3.2M
2,204
-96%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.9M
104,581
+4560%
增持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$2.8M
57,464
+1532%
减持
DGRW
WISDOMTREE US QLT DIV GRW ETF
-$2.7M
16,137
-68%
增持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$2.6M
147,687
+218%
减持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$2.6M
1,199
-98%
减持
DMBS
DOUBLELINE MORTGAGE ETF
-$2.3M
173
-100%
减持
LGLV
SPDR SSGA US LG CP LW VLT INX ETF
-$2.0M
47
-100%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$2.0M
37,035
+122%
减持
SPTL
SPDR PORTFOLIO LONG TERMTREASURY ET
-$1.9M
345
-100%
减持
GLDM
SPDR GOLD MINISHARES ETV
-$1.6M
130
-100%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$1.4M
7,420
-50%
减持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$1.1M
338
-97%
建仓
BSJT
INVESCO BULT 2029 HG YL CP BD ETF
+$805.3K
38,204
减持
PPI
ASTORIA REAL ASSETS ETF
-$648.3K
160,425
-22%
建仓
BSJR
INVSC BLTSHR 2027 HG YLDCRP ETF
+$637.2K
28,441
建仓
BSJS
INVESCO BUL 2028 HG YLD CR BND ETF
+$632.9K
29,248
增持
XTWO
BNDBLXX BLMBRG 2 YR TRG US TR ETF
+$553.6K
11,206
+69938%
清仓
DYNF
ISHS US EQTY FACTR ROTATN ACT ETF
-$545.8K
0
-100%
建仓
AVGO
BROADCOM INC
+$490.7K
2,931
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHI
-$476.2K
37
-100%
建仓
XONE
BNDBLXX BLMBRG 1 YR TRG US TR ETF
+$459.3K
9,238
减持
MBB
ISHARES MBS ETF
-$418.9K
834
-85%
减持
IYW
ISHARES US TECHNOLOGY ETF
-$413.0K
328
-89%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$412.2K
14,090
-18%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$391.6K
8,872
-49%
减持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
-$385.4K
3,249
-70%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
-$372.0K
1,531
-72%
增持
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
+$352.3K
39,006
+62%
减持
TLH
ISHARES 10-20 YEAR TSURYBOND ETF
-$311.9K
1,040
-75%
减持
GOVT
ISHARES US TREASURY BONDETF
-$308.9K
24,537
-35%
清仓
QQQ
INVSC QQQ TRUST SRS 1 ETF
-$246.4K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$241.7K
7,801
清仓
EPR
EPR PPTYS REIT
-$222.8K
0
-100%
清仓
QGRO
AMERICAN CENTURY US QLT GRWT ETF
-$199.8K
0
-100%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$198.0K
1,709
+170800%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$185.8K
642
-73%
清仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$182.2K
0
-100%
增持
BSMR
INVESCO BLETSHS 2027 MNPL BND ETF
+$176.8K
46,598
+19%
增持
—
INVESCO BLETSHS 2025 MNPL BND ETF
+$171.8K
33,732
+26%
增持
AMZN
AMAZON.COM INC
+$164.1K
2,658
+71%
减持
MSFT
MICROSOFT CORP
-$163.5K
3,343
-1%
清仓
BAB
INVESCO TAXABLE MUNICIPAL BOND ETF
-$161.5K
0
-100%
增持
AAPL
APPLE INC
-$159.3K
5,650
+0%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$152.0K
44,382
+21%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$146.5K
1,596
+1264%
增持
MO
ALTRIA GROUP INC
+$139.9K
14,713
+4%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$139.9K
2,674
-34%
增持
PM
PHILIP MORRIS INTL INC
+$138.6K
3,273
+3%
增持
—
CHUBB LTD F
+$137.5K
1,276
+42%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$134.3K
3,921
清仓
IGPT
INVESCO AI AD NEXT GEN SFTWE ETF
-$130.2K
0
-100%
减持
TIP
ISHARES TIPS BOND ETF
-$127.7K
263
-82%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$124.3K
3,722
清仓
QQQE
DIREXION NASDAQ 100 EQL WGHT IDX ETF
-$119.8K
0
-100%
减持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
-$112.2K
232
-88%
增持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
+$110.4K
3,001
+251%
增持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
+$109.9K
3,111
+251%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$109.4K
501
-86%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWER ETF
+$107.8K
3,490
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$101.7K
0
-100%
建仓
CGCB
CAPITAL GROUP CORE BOND ETF
+$98.4K
3,744
建仓
CGGO
CAPITAL GROUP GLOBAL GRWT EQY ETF
+$90.2K
3,185
增持
—
TRANE TECHNOLOGIES PLC F
+$90.2K
350
+367%
建仓
CGMS
CAPITAL GROUP U S MULTI SEC ETF
+$85.4K
3,127
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$83.0K
2,330
减持
PTON
PELOTON INTERACTIVE INC
-$70.2K
250
-97%
减持
GTBIF
GREEN THUMB INDS INC F
-$69.2K
29,028
-0%
减持
BTAL
AGF US MKT NEUTRL ANTI BETA ETF
-$68.9K
19
-99%
增持
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$66.8K
40,248
+9%
减持
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$65.3K
50
-97%
减持
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$63.0K
1,674
-47%
减持
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
-$62.5K
323
-77%
减持
SDY
SPDR S&P DIVIDEND ETF
-$59.2K
587
-44%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$55.3K
3,450
-13%
建仓
—
EATON CORP PLC F
+$54.4K
200
减持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
-$54.3K
460
-82%
建仓
CGCP
CAPITAL GROUP CORE PLUS INCM ETF
+$53.0K
2,361
增持
ICVT
ISHARES CONVERTIBLE BONDETF
+$52.4K
746
+538%
减持
SPGP
INVESCO S AND P 500 GARPETF
-$48.0K
774
-35%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$47.1K
565
-76%
减持
DGRE
WSDMTR EMRGNG MKT QLT DIV GWTH ETF
-$47.0K
150
-93%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$43.6K
1,306
-6%
减持
VB
VANGUARD SMALL CAP ETF
-$43.3K
289
-35%
减持
—
SAP SE ORDF
-$40.0K
352
-36%
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
+$39.9K
818
增持
—
NV5 GLOBAL INC
+$39.0K
3,000
+200%
减持
FVAL
FIDELITY VALUE FACTOR ETF
-$38.5K
78
-89%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF IV
-$34.3K
530
-40%
减持
EXC
EXELON CORP
+$33.6K
4,329
-2%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$32.9K
533
建仓
CINF
CINCINNATI FINL CORP
+$32.1K
217
清仓
DFGX
DIMENSIONAL GBL EX US CRE FXD ETF
-$31.4K
0
-100%
建仓
UNM
UNUM GROUP
+$30.4K
373
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$28.2K
935
+29%
减持
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$26.6K
971
-39%
减持
PSK
SPDR ICE PREFERRED SECURITIES ETF
-$26.4K
1,414
-35%
建仓
AOS
SMITH A O CORP
+$25.8K
395
增持
SO
SOUTHERN CO
+$25.6K
985
+25%
增持
IAGG
ISHARES INTERNTINL AGGRGT BND ETF
+$25.0K
547
+1064%
减持
COMT
ISHR ETF GSCI CMD DYN STR ETF
-$24.9K
100
-91%
增持
UBER
UBER TECHNOLOGIES INC
+$24.6K
1,000
+25%
增持
—
EXXON MOBIL CORP
+$23.3K
707
+25%
建仓
HSY
HERSHEY CO
+$23.3K
136
清仓
IVE
ISHARES S&P 500 VALUE ETF IV
-$23.1K
0
-100%
增持
DJT
TRUMP MEDIA & TECHNO
-$22.8K
1,579
+0%
减持
IXN
ISHARES GLOBAL TECH ETF
-$22.4K
2,258
-1%
增持
PG
PROCTER & GAMBLE CO
+$21.4K
550
+28%
建仓
ADP
AUTOMATIC DATA PROCESSIN
+$20.8K
68
减持
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
-$20.6K
125
-86%
增持
MSOS
ADVISORSHARES PURE US CANNABIS ETF
-$20.5K
23,465
+9%
清仓
DGCB
DIMENSIONAL GLOBAL CREDIT ETF
-$20.1K
0
-100%
减持
EMB
ISHARES JPMORGAN USD MTSBOND ETF
-$20.0K
19
-92%
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$19.1K
5,839
-7%
建仓
—
LYONDELLBASELL INDUSTR FCLASS A
+$19.0K
270
增持
VUG
VANGUARD GROWTH ETF
+$18.9K
61
+578%
增持
CVX
CHEVRON CORP NEW
+$18.6K
137
+357%
建仓
BF/B
BROWN FORMAN CORP CLASS B
+$17.8K
524
建仓
CAH
CARDINAL HEALTH INC
+$17.8K
129
建仓
EXPD
EXPEDITORS INTL WASH INCCLASS A
+$17.7K
147
建仓
COR
CENCORA INC
+$17.2K
62
建仓
KMB
KIMBERLY CLARK CORP
+$17.1K
120
增持
ADM
ARCHER-DANIELS MIDLAND C
+$17.1K
433
+485%
建仓
ELV
ELEVANCE HEALTH INC
+$17.0K
39
建仓
PEP
PEPSICO INC
+$16.9K
113
建仓
CL
COLGATE PALMOLIVE CO
+$16.9K
180
增持
NEE
NEXTERA ENERGY INC
+$16.9K
579
+72%
建仓
HIG
HARTFORD INS GROUP INC
+$16.8K
136
建仓
ROP
ROPER TECHNOLOGIES INC
+$16.5K
28
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$16.4K
3,106
-0%
建仓
SNA
SNAP ON INC
+$16.2K
48
减持
AUPH
AURINIA PHARMACEUTIC E FCLASS EQUITY
-$16.2K
1,900
-46%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$16.1K
85
建仓
KR
KROGER CO
+$16.0K
237
建仓
AVY
AVERY DENNISON CORP
+$15.8K
89
建仓
CSL
CARLISLE COS INC
+$15.7K
46
建仓
DTE
DTE ENERGY CO
+$15.3K
111
建仓
RPM
RPM INTL INC
+$15.3K
132
建仓
ITW
ILLINOIS TOOL WKS INC
+$15.1K
61
