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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 87
减持 18
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.2M
59,099
+3%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$1.2M
481,178
+2%
增持
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
+$721.7K
531,686
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。
+3%
建仓
BSMS
INVESCO BLETSHS 2028 MNPL BND ETF
+$692.6K
29,415
增持
BSCS
INVESCO BULLETSHARS 2028CORP BD ETF
+$692.5K
36,619
+1080%
清仓
—
INVSC BULLETSH 2025 CRP BND ETF IV
-$606.0K
0
-100%
增持
ROE
ASTORIA US EQUAL WT QLT KINGS ETF
+$604.3K
278,325
+4%
清仓
—
INVESCO BLETSHS 2025 MNPL BND ETF
-$602.0K
0
-100%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$528.4K
395,624
+4%
增持
KBWB
INVSC KBW BANK ETF
+$502.6K
52,187
+4%
增持
DFAE
DIMENSIONAL EMERG CORE EQY MRKT ETF
+$478.3K
226,740
+4%
清仓
—
CHUBB LTD F
-$373.7K
0
-100%
减持
CMCSA
COMCAST CORP NEW TRADES WITH DUE BILLS
-$285.4K
1,656
-84%
建仓
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$276.8K
0
增持
XHLF
BNDBLXX BLMBRG 6 MNTH TRG US TR ETF
+$242.6K
6,099
+373%
建仓
WM
WASTE MGMT INC DEL
+$236.2K
1,075
增持
PPI
ASTORIA REAL ASSETS ETF
+$235.6K
188,372
+4%
增持
AGGA
EA ASTORIA DYNMC CRE US FXD INCM ETF
+$231.2K
239,729
+4%
增持
SPTI
ST STRT SPDR PRTFL INTDTTM TSRY ETF
+$227.5K
211,741
+4%
清仓
GTBIF
GREEN THUMB INDS INC F
-$213.9K
0
-100%
增持
AMZN
AMAZON.COM INC
+$151.2K
3,606
+11%
增持
BSMR
INVESCO BLETSHS 2027 MNPL BND ETF
+$119.9K
38,864
+14%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$109.0K
804
+37%
减持
SOFI
SOFI TECHNOLOGIES INC
-$106.4K
3,197
-56%
增持
BSCR
INVSC BULLETSHR 2027 CRPBND ETF IV
+$104.6K
40,435
+14%
建仓
TIC
TIC SOLUTIONS INC
+$101.1K
10,000
清仓
TRLV
TRULIEVE CANNABIS CORP F
-$100.3K
0
-100%
增持
AAPL
APPLE INC
+$98.8K
6,562
+3%
增持
BSMQ
INVESCO BLETSHS 2026 MNPL BND ETF
+$97.8K
32,531
+14%
增持
MO
ALTRIA GROUP INC
-$92.4K
14,655
+3%
增持
ORCL
ORACLE CORP
-$88.3K
1,120
+3%
增持
BSCQ
INVSC BULLETSHA 2026 CRPBND ETF IV
+$84.7K
36,977
+13%
清仓
—
TRANE TECHNOLOGIES PLC F
-$84.4K
0
-100%
增持
BSJT
INVESCO BULT 2029 HG YL CP BD ETF
+$83.9K
32,091
+14%
增持
NVDA
NVIDIA CORP
+$83.6K
2,556
+21%
减持
VZ
VERIZON COMMUNICATIONS I
-$81.9K
766
-63%
减持
PFE
PFIZER INC
-$79.5K
5,553
-35%
清仓
—
EATON CORP PLC F
-$74.8K
0
-100%
增持
BSJR
INVSC BLTSHR 2027 HG YLDCRP ETF
+$71.2K
23,727
+16%
增持
BSJS
INVESCO BUL 2028 HG YLD CR BND ETF
+$69.0K
24,409
+15%
清仓
VFF
VILLAGE FARMS INTL INC F
-$68.2K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$67.2K
515
+19%
增持
AOM
ISHARES CORE 40 60 MOD ALL ETF
+$66.7K
1,427
+4657%
增持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$65.5K
61,350
+3%
增持
XTWO
BNDBLXX BLMBRG 2 YR TRG US TR ETF
+$63.3K
9,312
+16%
减持
D
DOMINION ENERGY INC
-$62.7K
243
-81%
建仓
OXY
OCCIDENTAL PETE CORP
+$59.7K
1,453
增持
XONE
BNDBLXX BLMBRG 1 YR TRG US TR ETF
+$54.0K
7,738
+16%
增持
IGIB
ISHARES TRT IS 5-10 INV GR CR BD ETF
+$53.7K
1,690
+145%
减持
SPTL
STATE STRET SPDR PRTFL LT TRSRY ETF
-$52.9K
3,589
-35%
清仓
—
WEALTH MINERALS LTD F
-$52.5K
0
-100%
清仓
—
CURALEAF HLDGS INC F
-$49.6K
0
-100%
清仓
RTX
RTX CORP
-$48.7K
0
-100%
增持
AVGO
BROADCOM INC
+$46.7K
2,843
+0%
建仓
ACRV
ACRIVON THERAPEUTICS INC
+$43.6K
18,100
建仓
—
SAP SE ORDF
+$42.4K
174
增持
MU
MICRON TECHNOLOGY INC
+$38.2K
193
+91%
建仓
CII
BLACKROCK ENHANCED LARGE
+$37.6K
1,608
清仓
BDX
BECTON DICKINSON & CO
-$37.4K
0
-100%
减持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
-$34.5K
136,377
-0%
减持
ADM
ARCHER-DANIELS MIDLAND C
-$33.7K
465
-54%
增持
MCK
MCKESSON CORP
+$33.2K
81
+88%
增持
TBIL
US TREASURY 3 MONTH BILLETF
+$32.7K
4,607
+16%
增持
LLY
ELI LILLY AND CO
+$32.4K
55
+57%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$31.8K
8,872
+0%
增持
CEG
CONSTELLATION ENERGY COR
+$31.6K
1,264
+0%
清仓
OC
OWENS CORNING NEW
-$31.4K
0
-100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$30.8K
497
+73%
增持
JPIE
JPMORGAN INCOME ETF
+$30.6K
849
+352%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$30.0K
780
+47%
增持
MSFT
MICROSOFT CORP
-$29.9K
3,815
+6%
增持
KO
THE COCA-COLA CO
-$27.5K
2,440
+0%
建仓
PTY
PIMCO CORPORATE OPPORTUN
+$27.0K
2,090
增持
MSOS
ADVISORSHARES PURE US CANNABIS ETF
+$26.7K
29,465
+26%
增持
META
META PLATFORMS INC CLASS A
+$26.3K
219
+36%
建仓
PCN
PIMCO CORP INCOME CF
+$25.5K
2,000
清仓
GIS
GENERAL MILLS INC
-$25.2K
0
-100%
清仓
CLX
CLOROX CO
-$25.0K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$24.6K
0
-100%
增持
V
VISA INC CLASS CLASS A
+$23.8K
201
+47%
减持
DIS
DISNEY WALT CO
-$23.7K
414
-33%
增持
LRCX
LAM RESH CORP
+$22.8K
374
+21%
清仓
SWK
STANLEY BLACK & DECKER I
-$22.3K
0
-100%
清仓
AUPH
AURINIA PHARMACEUTIC E FCLASS EQUITY
-$22.1K
0
-100%
清仓
RPM
RPM INTL INC
-$22.0K
0
-100%
清仓
PPG
PPG INDS INC
-$21.8K
0
-100%
增持
IBIT
ISHARES BITCOIN ETF
+$21.7K
531
+638%
清仓
IBB
ISHARES BIOTECHNOLOGY ETF
-$21.7K
0
-100%
建仓
BLK
BLACKROCK INC NEW
+$21.4K
20
增持
MA
MASTERCARD INC CLASS CLASS A
+$21.2K
73
+103%
增持
DMBS
DOUBLELINE MORTGAGE ETF
+$20.6K
34,376
+1%
增持
SHW
SHERWIN-WILLIAMS CO
-$20.2K
89
+16%
减持
PSK
STATE STRET SPDR ICE PRFRD SC ETF IV
-$20.1K
841
-41%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
+$20.1K
164
+32%
清仓
CSL
CARLISLE COS INC
-$19.7K
0
-100%
增持
—
EXXON MOBIL CORP
+$19.7K
1,039
+11%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$19.0K
2,636
+0%
增持
JNJ
JOHNSON & JOHNSON
-$18.7K
776
+5%
减持
UPS
UNITED PARCEL SVC INC CLASS CLASS B
-$18.1K
60
-79%
增持
CL
COLGATE PALMOLIVE CO
-$17.3K
370
+19%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$16.5K
4,417
+8%
减持
IUSB
ISHARES CORE UNIVERSAL USD BOND ETF
-$16.4K
7,005
-4%
增持
PAYX
PAYCHEX INC
-$16.3K
278
+29%
增持
APH
AMPHENOL CORP NEW CLASS CLASS A
+$16.1K
182
+164%
建仓
APLD
APPLIED DIGITAL CORP
+$15.9K
650
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$15.9K
1,847
+4%
增持
MRK
MERCK & CO. INC.
-$15.8K
950
+27%
增持
NFLX
NETFLIX INC
+$15.8K
360
+2300%
增持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
+$15.7K
3,507
+9%
增持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
+$15.6K
3,378
+9%
增持
CGBL
CAPITAL GROUP CORE BALANCED ETF
+$15.4K
9,004
+3%
减持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$15.2K
9,388
-0%
清仓
MCD
MCDONALDS CORP
-$15.2K
0
-100%
清仓
RYLD
GLOBAL X RUSSELL 2000 CVRED CALL ETF
-$15.1K
0
-100%
增持
ADBE
ADOBE INC
+$14.6K
96
+78%
建仓
GRAL
GRAIL INC EQUITY CLASS EQUITY
+$14.6K
170
建仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY ETF
+$14.4K
100
减持
IJT
ISHARES S&P SMLL CAP 600GRTH ETF
-$14.1K
309
-24%
增持
SCHW
CHARLES SCHWAB CORP
+$13.9K
1,010
+11%
增持
INTU
INTUIT
+$13.7K
31
+210%
增持
CGGO
CAPITAL GROUP GLOBAL GRWT EQY ETF
+$13.7K
3,647
+11%
增持
AMAT
APPLIED MATLS INC
+$13.6K
91
+90%
增持
ADP
AUTOMATIC DATA PROCESSIN
-$13.0K
144
+40%
清仓
SHOP
SHOPIFY INC FCLASS CLASS A
-$12.6K
0
-100%
清仓
UGI
UGI CORP NEW
-$12.5K
0
-100%
增持
QCOM
QUALCOMM INC
+$12.3K
388
+19%
增持
COR
CENCORA INC CLASS SERIES A
+$12.3K
164
+19%
建仓
DNP
DNP SELECT INCOME CF
+$12.1K
1,212
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$12.0K
2,593
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$11.9K
217
-10%
增持
GILD
GILEAD SCIENCES INC
+$11.8K
204
+71%
增持
HWM
HOWMET AEROSPACE INC
+$11.8K
137
+65%
增持
WDC
WESTERN DIGITAL CORP
+$11.5K
168
+16%
增持
PM
PHILIP MORRIS INTL INC
+$11.4K
3,489
+3%
清仓
—
ROYAL CARIBBEAN GROU F
-$11.3K
0
-100%
增持
CAT
CATERPILLAR INC
+$11.3K
73
+14%
增持
KR
KROGER CO
-$11.1K
581
+14%
增持
VEEV
VEEVA SYS INC CLASS CLASS A
-$11.1K
204
+7%
减持
GOVT
ISHARES US TREASURY BONDETF
-$11.0K
23,053
-2%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$11.0K
1,289
+22%
减持
EXC
EXELON CORP
-$10.8K
4,140
-3%
建仓
AMT
AMERICAN TOWER CORP NEW REIT
+$10.7K
61
清仓
KVUE
KENVUE INC
-$10.6K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$10.5K
153
+9%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$10.3K
1,100
增持
TSLA
TESLA INC
+$10.2K
622
+3%
增持
VRT
VERTIV HLDGS CO CLASS CLASS A
+$10.1K
152
+58%
增持
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
+$10.1K
213
+122%
增持
RGLD
ROYAL GOLD INC
+$10.1K
177
+21%
增持
CIBR
FIRST TRUST NASDAQ CYBRSCRTY ETF
+$9.8K
341
+79%
