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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 92
减持 37
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
AGGA
ASTORIA DYNAMIC CORE US FD IC ETF
+$3.6M
143,300
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$3.4M
380,122
+22%
增持
SPTL
SPDR PORTFOLIO LONG TERMTREASURY ET
+$2.9M
108,993
+31492%
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
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$2.8M
3,018
-97%
减持
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
-$2.7M
75,231
-51%
增持
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
+$2.4M
622,913
+1%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$2.4M
356,717
+18%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$1.5M
21,339
减持
UPS
UNITED PARCEL SVC INC CLASS B
-$1.1M
288
-97%
增持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
+$940.5K
222,426
+5%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$669.2K
3,275
-56%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$561.9K
64
-98%
增持
PPI
ASTORIA REAL ASSETS ETF
+$486.0K
171,951
+7%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$463.3K
0
-100%
建仓
VONE
VANGUARD RUSSELL 1000 ETF
+$433.6K
1,544
增持
MSFT
MICROSOFT CORP
+$426.0K
3,379
+1%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$423.1K
11,420
+85%
增持
CMCSA
COMCAST CORP NEW CLASS A
+$319.3K
10,659
+544%
减持
BSMR
INVESCO BLETSHS 2027 MNPL BND ETF
-$300.4K
33,956
-27%
减持
AVGO
BROADCOM INC
+$292.4K
2,841
-3%
减持
BSCR
INVSC BULLETSHR 2027 CRPBND ETF IV
-$259.9K
35,349
-27%
减持
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
-$255.4K
28,249
-28%
减持
—
INVSC BULLETSH 2025 CRP BND ETF IV
-$233.1K
28,976
-28%
减持
BSCQ
INVSC BULLETSHA 2026 CRPBND ETF IV
-$232.7K
32,370
-27%
减持
—
INVESCO BLETSHS 2025 MNPL BND ETF
-$227.1K
24,396
-28%
增持
NVDA
NVIDIA CORP
+$218.8K
2,032
+115%
减持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$218.6K
139,629
-5%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$214.7K
17,953
+11%
减持
BSJT
INVESCO BULT 2029 HG YL CP BD ETF
-$199.4K
28,157
-26%
建仓
TBIL
US TREASURY 3 MONTH BILLETF
+$198.0K
3,961
增持
AMZN
AMAZON.COM INC
+$174.4K
3,100
+17%
减持
BSJR
INVSC BLTSHR 2027 HG YLDCRP ETF
-$170.9K
20,537
-28%
减持
BSJS
INVESCO BUL 2028 HG YLD CR BND ETF
-$163.9K
21,269
-27%
减持
XTWO
BNDBLXX BLMBRG 2 YR TRG US TR ETF
-$155.6K
8,049
-28%
减持
CEG
CONSTELLATION ENERGY COR
+$132.4K
1,246
-7%
减持
XONE
BNDBLXX BLMBRG 1 YR TRG US TR ETF
-$128.9K
6,658
-28%
增持
UNH
UNITEDHEALTH GROUP INC
-$115.2K
552
+1%
增持
SPDW
SPDR PORTFOLIO DEVELOPEDWORLD EX-US
+$101.0K
8,921
+25%
增持
PM
PHILIP MORRIS INTL INC
+$89.0K
3,341
+2%
增持
SPGP
INVESCO S AND P 500 GARPETF
+$87.3K
1,528
+97%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$82.3K
287
-69%
建仓
COF
CAPITAL ONE FINL CORP
+$80.0K
376
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$71.5K
127,592
+0%
清仓
—
DISCOVER FINL SVCS
-$63.0K
0
-100%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$59.0K
2,000
+100%
增持
—
NV5 GLOBAL INC
+$57.6K
5,000
+67%
增持
AAPL
APPLE INC
-$53.7K
5,855
+4%
增持
TSLA
TESLA INC
+$48.7K
584
+11%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$43.5K
1,324
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$40.6K
532
+5%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$39.2K
2,635
+20%
增持
IXN
ISHARES GLOBAL TECH ETF
+$37.6K
2,259
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$32.1K
4,093
+4%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$32.1K
1,791
+5%
减持
—
TRANE TECHNOLOGIES PLC F
-$30.4K
200
-43%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$29.9K
8,120
+4%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
+$29.2K
37,263
+1%
减持
VZ
VERIZON COMMUNICATIONS I
-$25.6K
261
-68%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$25.3K
2,211
-17%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$24.8K
3,113
+0%
增持
TGT
TARGET CORP EQUITY CLASS EQUITY
+$24.3K
368
+220%
增持
GOOG
ALPHABET INC CLASS C
+$23.1K
377
+35%
增持
WMT
WALMART INC
+$22.9K
917
+21%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$22.1K
3,965
+7%
增持
APD
AIR PRODS & CHEMS INC
+$21.4K
124
+170%
减持
V
VISA INC CLASS A
-$20.9K
92
-40%
增持
GOOGL
ALPHABET INC CLASS A
+$20.8K
324
+38%
增持
WST
WEST PHARMACEUTICAL SVCS
+$20.5K
144
+194%
增持
CAT
CATERPILLAR INC
+$20.4K
89
+107%
增持
JNJ
JOHNSON & JOHNSON
+$20.0K
376
+66%
减持
SPYG
SPDR S&P 500 GROWTH ETF
+$19.8K
1,331
-0%
减持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$19.8K
57,338
-0%
减持
GTBIF
GREEN THUMB INDS INC F
-$19.7K
27,028
-7%
增持
AAL
AMERICAN AIRLS GROUP INC
+$18.7K
4,339
+53%
增持
CSX
CSX CORP
+$18.6K
995
+112%
增持
QCOM
QUALCOMM INC
+$18.0K
276
+63%
增持
OC
OWENS CORNING NEW
+$17.8K
222
+149%
增持
DOV
DOVER CORP
+$17.6K
169
+122%
增持
TROW
PRICE T ROWE GROUP INC
+$17.5K
319
+120%
增持
WSM
WILLIAMS SONOMA INC
+$17.1K
180
+131%
增持
GLD
SPDR GOLD SHARES ETF
+$17.0K
432
+9%
增持
LOW
LOWES COS INC
+$16.2K
135
+129%
增持
PPG
PPG INDS INC
+$16.2K
273
+101%
增持
LECO
LINCOLN ELEC HLDGS INC
+$16.1K
155
+82%
增持
ADM
ARCHER-DANIELS MIDLAND C
+$16.1K
698
+61%
增持
KR
KROGER CO
+$15.9K
445
+88%
增持
CAH
CARDINAL HEALTH INC
+$15.8K
200
+55%
增持
SYY
SYSCO CORP
+$15.6K
419
+95%
增持
ITW
ILLINOIS TOOL WKS INC
+$15.5K
124
+103%
增持
GD
GENERAL DYNAMICS CORP
+$15.5K
110
+80%
增持
ECL
ECOLAB INC
+$15.3K
118
+82%
减持
EXC
EXELON CORP
-$14.9K
4,251
-2%
增持
SHW
SHERWIN-WILLIAMS CO
+$14.9K
86
+105%
增持
CGGO
CAPITAL GROUP GLOBAL GRWT EQY ETF
+$14.8K
3,286
+3%
增持
KMB
KIMBERLY CLARK CORP
+$14.8K
247
+106%
增持
RPM
RPM INTL INC
+$14.6K
272
+106%
增持
COR
CENCORA INC
+$14.2K
105
+69%
增持
PEP
PEPSICO INC
+$14.0K
234
+107%
增持
AVY
AVERY DENNISON CORP
+$13.8K
169
+90%
增持
CVX
CHEVRON CORP NEW
+$13.6K
255
+86%
增持
CL
COLGATE PALMOLIVE CO
+$13.6K
335
+86%
增持
ROP
ROPER TECHNOLOGIES INC
+$13.5K
53
+89%
增持
CSL
CARLISLE COS INC
+$13.5K
78
+70%
增持
SNA
SNAP ON INC
+$13.4K
95
+98%
增持
EQH
EQUITABLE HLDGS INC
+$13.3K
254
+1311%
增持
AOS
SMITH A O CORP
+$13.3K
596
+51%
增持
SO
SOUTHERN CO
+$13.1K
1,129
+15%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWER ETF
+$13.0K
3,593
+3%
增持
HIG
HARTFORD INS GROUP INC
+$13.0K
235
+73%
增持
UNM
UNUM GROUP
+$13.0K
537
+44%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$13.0K
2,431
+4%
增持
EXPD
EXPEDITORS INTL WASH INCCLASS A
+$12.9K
268
+82%
减持
GOVT
ISHARES US TREASURY BONDETF
-$12.9K
23,982
-2%
减持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
-$12.7K
2,999
-8%
增持
ELV
ELEVANCE HEALTH INC
+$12.6K
76
+95%
增持
—
LYONDELLBASELL INDUSTR FCLASS A
+$11.9K
534
+98%
建仓
STRL
STERLING INFRASTRUCTURE
+$11.8K
51
增持
ULTA
ULTA BEAUTY INC
+$11.7K
43
+87%
增持
NEE
NEXTERA ENERGY INC
+$11.5K
756
+31%
减持
ICVT
ISHARES CONVERTIBLE BONDETF
-$11.2K
568
-24%
减持
SCHW
CHARLES SCHWAB CORP
+$11.1K
866
-0%
清仓
MLI
MUELLER INDS INC
-$10.7K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$10.5K
164
减持
PFE
PFIZER INC
-$10.3K
7,741
-1%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$10.0K
200
-37%
增持
HSY
HERSHEY CO
+$9.8K
199
+46%
增持
MO
ALTRIA GROUP INC
-$9.6K
14,898
+1%
建仓
HLI
HOULIHAN LOKEY INC CLASS A
+$9.5K
53
增持
FCX
FREEPORT-MCMORAN INC
+$9.5K
875
+17%
减持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$9.5K
945
-21%
清仓
AIZ
ASSURANT INC
-$9.2K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSIN
+$8.8K
96
+41%
清仓
FFIV
F5 INC
-$8.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$8.5K
859
+21%
增持
DJT
TRUMP MEDIA & TECHNO
+$8.2K
2,166
+37%
建仓
CCK
CROWN HLDGS INC
+$7.7K
75
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$7.5K
936
-9%
建仓
SEIC
SEI INVTS CO
+$7.5K
83
建仓
PAYC
PAYCOM SOFTWARE INC
+$7.4K
32
增持
CHWY
CHEWY INC CLASS A
+$7.1K
216
+232%
清仓
GPK
GRAPHIC PACKAGING HLDG C
-$7.0K
0
-100%
清仓
HLNE
HAMILTON LANE INC CLASS A
-$7.0K
0
-100%
增持
CGMS
CAPITAL GROUP U S MULTI SEC ETF
+$6.6K
3,329
+6%
建仓
JPIE
JPMORGAN INCOME ETF
+$6.5K
141
增持
AXP
AMERICAN EXPRESS CO
+$6.5K
129
+1%
清仓
WMS
ADVANCED DRAIN SYS INC D
-$6.3K
0
-100%
建仓
LXRX
LEXICON PHARMACEUTICALS
+$6.1K
6,500
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$6.1K
812
-11%
增持
—
FABRINET F
+$5.9K
32
+78%
增持
ADBE
ADOBE INC
+$5.9K
33
+83%
