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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 35
增持 64
减持 26
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR PORT INTER TRM TRSRY ETF
+$5.9M
203,430
+25139%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$4.1M
473,707
+25%
建仓
KBWB
INVSC KBW BANK ETF
+$3.9M
50,024
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
IVV
ISHARES CORE S&P 500 ETF
+$3.8M
57,235
+3%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$3.3M
2,404
-94%
增持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$2.9M
219,050
+57%
减持
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
-$2.8M
804
-99%
减持
SPTL
SPDR LONG TERM TREASURY ETF
-$2.7M
5,488
-95%
增持
AGGA
EA ASTORIA DYNMC CRE US FXD INCM ETF
+$2.2M
229,680
+60%
增持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
+$2.1M
266,801
+20%
增持
DMBS
DOUBLELINE MORTGAGE ETF
+$1.7M
33,944
+19521%
减持
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
-$1.6M
515,979
-17%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.3M
381,926
+7%
增持
PPI
ASTORIA REAL ASSETS ETF
+$502.3K
180,782
+5%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$456.1K
136,580
+7%
增持
AAPL
APPLE INC
+$415.7K
6,351
+8%
建仓
J
JACOBS SOLUTIONS INC
+$276.0K
1,842
增持
MSFT
MICROSOFT CORP
+$175.8K
3,584
+6%
增持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$147.3K
59,674
+4%
清仓
—
NV5 GLOBAL INC
-$115.5K
0
-100%
建仓
GSK
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$111.1K
2,575
清仓
—
SAP SE ORDF
-$107.1K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$99.0K
1,018
+579%
增持
DGRW
WISDOMTREE US QLT DIV GRW ETF
+$98.1K
18,002
+0%
减持
PG
PROCTER & GAMBLE CO
-$92.3K
431
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$88.7K
242
-56%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$85.6K
587
+81%
增持
TSLA
TESLA INC
+$84.0K
606
+4%
增持
JPM
JPMORGAN CHASE & CO
+$79.5K
467
+100%
增持
JNJ
JOHNSON & JOHNSON
+$79.4K
738
+96%
增持
ORCL
ORACLE CORP
+$79.2K
1,090
+5%
增持
VZ
VERIZON COMMUNICATIONS I
+$78.8K
2,049
+685%
增持
KO
THE COCA-COLA CO
+$78.6K
2,437
+108%
减持
HD
HOME DEPOT INC
-$74.1K
32
-87%
增持
NVDA
NVIDIA CORP
+$72.1K
2,107
+4%
增持
ABBV
ABBVIE INC
+$66.5K
432
+140%
增持
CVX
CHEVRON CORP NEW
+$65.2K
655
+157%
建仓
XHLF
BNDBLXX BLMBRG 6 MNTH TRG US TR ETF
+$65.0K
1,290
减持
GTBIF
GREEN THUMB INDS INC F
+$65.0K
26,768
-1%
减持
MO
ALTRIA GROUP INC
+$64.0K
14,191
-5%
增持
D
DOMINION ENERGY INC
+$63.2K
1,257
+417%
增持
SOFI
SOFI TECHNOLOGIES INC
+$62.7K
7,197
+3%
清仓
TXRH
TEXAS ROADHOUSE INC CLASS A
-$61.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
-$60.3K
3,380
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$56.8K
138
+431%
增持
TRLV
TRULIEVE CANNABIS CORP F
+$56.8K
12,441
+9%
增持
VFF
VILLAGE FARMS INTL INC F
+$50.8K
21,778
+38%
增持
ALL
ALLSTATE CORP
+$49.0K
1,262
+15%
建仓
RTX
RTX CORP
+$48.7K
291
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$48.4K
4,852
-16%
建仓
AMTM
AMENTUM HLDGS INC EQUITYCLASS EQUITY
+$45.6K
1,905
增持
SEIC
SEI INVTS CO
+$44.5K
612
+637%
增持
MRK
MERCK & CO. INC.
+$43.3K
750
+202%
建仓
LRCX
LAM RESH CORP
+$41.2K
308
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$41.0K
1,351
+2%
增持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$40.5K
9,389
+5%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$39.6K
1,478
-51%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$38.6K
8,871
-0%
增持
LXRX
LEXICON PHARMACEUTICALS
+$37.7K
32,500
+400%
建仓
BDX
BECTON DICKINSON & CO
+$37.4K
200
建仓
WEC
WEC ENERGY GROUP INC
+$35.8K
312
建仓
CASY
CASEYS GEN STORES INC
+$35.0K
62
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$33.4K
3,250
-1%
建仓
MCK
MCKESSON CORP
+$33.2K
43
清仓
CII
BLACKROCK ENHANCED LARGE
-$32.6K
0
-100%
增持
AMZN
AMAZON.COM INC
+$31.3K
3,240
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$31.2K
8,718
+7%
清仓
DOV
DOVER CORP
-$31.0K
0
-100%
清仓
—
LYONDELLBASELL INDUSTR FCLASS A
-$30.9K
0
-100%
增持
PFE
PFIZER INC
+$30.1K
8,547
+10%
清仓
ROP
ROPER TECHNOLOGIES INC
-$30.0K
0
-100%
建仓
RGLD
ROYAL GOLD INC
+$29.3K
146
清仓
PTY
PIMCO CORPORATE OPPORTUN
-$27.6K
0
-100%
建仓
PAYX
PAYCHEX INC
+$27.4K
216
建仓
XEL
XCEL ENERGY INC
+$27.3K
339
建仓
CHRW
C H ROBINSON WORLDWIDE I
+$26.9K
203
增持
MET
METLIFE INC
+$26.1K
356
+790%
建仓
GIS
GENERAL MILLS INC
+$25.2K
500
建仓
CLX
CLOROX CO
+$25.0K
203
建仓
EIX
EDISON INTL
+$24.2K
438
增持
VOO
VANGUARD S&P 500 ETF
+$24.1K
533
+0%
清仓
PCN
PIMCO CORP INCOME CF
-$24.1K
0
-100%
增持
ADM
ARCHER-DANIELS MIDLAND C
+$23.6K
1,012
+45%
清仓
BF/B
BROWN FORMAN CORP CLASS B
-$23.5K
0
-100%
建仓
SWK
STANLEY BLACK & DECKER I
+$22.3K
300
建仓
IBB
ISHARES BIOTECHNOLOGY ETF
+$21.7K
150
增持
T
AT&T INC
+$19.9K
1,716
+74%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$19.7K
4,201
+6%
减持
IHDG
WISDOMTREE INTER HDG QLYDIV GRT ETF
-$18.3K
527
-44%
减持
UNM
UNUM GROUP
-$18.0K
326
-39%
增持
EVR
EVERCORE INC CLASS A
+$18.0K
79
+147%
建仓
HWM
HOWMET AEROSPACE INC
+$16.3K
83
建仓
ERIC
ERICSSON FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$16.0K
1,929
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$15.9K
2,200
+10%
减持
AOS
SMITH A O CORP
-$15.6K
320
-46%
建仓
MCD
MCDONALDS CORP
+$15.2K
50
增持
TQQQ
PROSHARES ULTRAPRO QQQ ETF
+$15.2K
414
+24%
建仓
RYLD
GLOBAL X RUSSELL 2000 CVRED CALL ETF
+$15.1K
1,000
减持
AMD
ADVANCED MICRO DEVIC
-$15.0K
317
-32%
清仓
DTE
DTE ENERGY CO
-$14.7K
0
-100%
建仓
VRT
VERTIV HLDGS CO CLASS A
+$14.5K
96
清仓
SGU
STAR GROUP L P LP
-$14.5K
0
-100%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$14.5K
1,776
-1%
增持
MA
MASTERCARD INC CLASS A
+$14.3K
36
+227%
增持
META
META PLATFORMS INC CLASS A
+$14.2K
161
+14%
增持
V
VISA INC CLASS A
+$14.1K
137
+49%
增持
PSX
PHILLIPS 66
+$13.8K
110
+1000%
增持
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
+$13.7K
406
+75%
减持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$13.5K
254
-31%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$13.5K
4,096
+0%
减持
EQH
EQUITABLE HLDGS INC
-$13.3K
18
-93%
清仓
PODD
INSULET CORP
-$13.2K
0
-100%
增持
CEG
CONSTELLATION ENERGY COR
+$12.8K
1,261
+1%
增持
—
EXXON MOBIL CORP
+$12.7K
934
+9%
建仓
UGI
UGI CORP NEW
+$12.5K
375
增持
NEE
NEXTERA ENERGY INC
+$12.3K
859
+14%
清仓
DVN
DEVON ENERGY CORP NEW
-$12.3K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$12.1K
101
+159%
建仓
VST
VISTRA CORP
+$12.0K
61
清仓
—
TECHNIPFMC PLC F
-$12.0K
0
-100%
增持
LLY
ELI LILLY AND CO
+$11.9K
35
+84%
增持
COR
CENCORA INC CLASS SERIES A
+$11.6K
138
+31%
清仓
KNSL
KINSALE CAP GROUP INC
-$11.6K
0
-100%
清仓
ERIE
ERIE INDTY CO CLASS A
-$11.4K
0
-100%
清仓
NTAP
NETAPP INC
-$11.4K
0
-100%
建仓
—
ROYAL CARIBBEAN GROU F
+$11.3K
35
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$11.2K
10,739
-6%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$10.9K
749
+50%
清仓
AES
AES CORP
-$10.8K
0
-100%
建仓
KVUE
KENVUE INC
+$10.6K
650
增持
CTVA
CORTEVA INC
+$10.5K
331
+107%
建仓
LYFT
LYFT INC CLASS A
+$10.4K
472
清仓
JLL
JONES LANG LASALLE INC
-$10.2K
0
-100%
建仓
RBLX
ROBLOX CORP CLASS A
+$10.1K
73
增持
QCOM
QUALCOMM INC
+$10.1K
325
+18%
清仓
THC
TENET HEALTHCARE CORP
-$10.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$9.8K
48
减持
GLD
SPDR GOLD SHARES ETF
+$9.8K
398
-8%
减持
LECO
LINCOLN ELEC HLDGS INC
-$9.7K
95
-39%
建仓
BILZ
PIMCO ULTRA SHORT GOVT ACTV ETF
+$9.7K
96
清仓
DT
DYNATRACE INC
-$9.7K
0
-100%
建仓
LW
LAMB WESTON HLDGS INC
+$9.6K
166
建仓
NRG
NRG ENERGY INC
+$9.6K
59
清仓
HLI
HOULIHAN LOKEY INC CLASS A
-$9.5K
0
-100%
清仓
—
ALLEGION PUB LTD CO F
-$9.5K
0
-100%
减持
CSL
CARLISLE COS INC
-$9.4K
60
-23%
增持
MMM
3M CO
+$9.4K
599
+9%
减持
PPG
PPG INDS INC
-$9.3K
207
-24%
减持
GOVT
ISHARES US TREASURY BONDETF
-$9.3K
23,435
-2%
清仓
ATI
ATI INC
-$9.2K
0
-100%
