Vermillion Wealth Management, Inc.
ROSEMOUNT MN · SEC CIK 0001737012
$2.55亿2026Q1 申报市值
1,563持仓数
61.6%前十大占比 · 第一大 17.9%
926 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFGX 加仓+$339.17万
DFUS 加仓+$159.35万
DFAI 加仓+$142.39万
VNQ 加仓+$60.08万
DFAE 加仓+$49.66万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$134.79万
DFCF 减仓-$117.98万
DIMENSIONAL ETF 减仓-$35.51万
BNDX 减仓-$31.04万
BRK/B 减仓-$28.85万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $28.39万 | 0.11% | 9,764 | -83 | -0.8% | -$2,414 | 减仓 |
| V | VISA INC | $28.59万 | 0.11% | 946 | 117 | 14.1% | $3.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.80万 | 0.11% | 476 | 14 | 3.0% | $8,469 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $29.20万 | 0.11% | 1,194 | 163 | 15.8% | $3.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $29.33万 | 0.12% | 997 | 189 | 23.4% | $5.56万 | 加仓 |
| SO | SOUTHERN CO | $29.88万 | 0.12% | 3,096 | 55 | 1.8% | $5,308 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $30.00万 | 0.12% | 9,104 | -64 | -0.7% | -$2,109 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.07万 | 0.12% | 521 | 2 | 0.4% | $1,154 | 加仓 |
| MDT | MEDTRONIC PLC | $30.18万 | 0.12% | 3,483 | 72 | 2.1% | $6,239 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.48万 | 0.12% | 1,045 | 22 | 2.2% | $6,417 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $31.78万 | 0.12% | 6,638 | 528 | 8.6% | $2.53万 | 加仓 |
| IVV | ISHARES TR | $32.21万 | 0.13% | 493 | 11 | 2.3% | $7,187 | 加仓 |
| GEV | GE VERNOVA INC | $32.58万 | 0.13% | 373 | 78 | 26.4% | $6.81万 | 加仓 |
| USB | US BANCORP | $32.67万 | 0.13% | 6,281 | 162 | 2.6% | $8,425 | 加仓 |
| FAST | FASTENAL CO | $32.73万 | 0.13% | 7,054 | 397 | 6.0% | $1.84万 | 加仓 |
| COP | CONOCOPHILLIPS | $32.76万 | 0.13% | 2,482 | 31 | 1.3% | $4,092 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.42万 | 0.13% | 765 | 23 | 3.1% | $1.00万 | 加仓 |
| IJR | ISHARES TR | $33.86万 | 0.13% | 2,724 | -42 | -1.5% | -$5,220 | 减仓 |
| EEM | ISHARES TR | $34.65万 | 0.14% | 6,102 | -549 | -8.3% | -$3.12万 | 减仓 |
| EFA | ISHARES TR | $34.70万 | 0.14% | 3,572 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $35.86万 | 0.14% | 1,802 | 67 | 3.9% | $1.33万 | 加仓 |
| GLD | SPDR GOLD TR | $36.57万 | 0.14% | 850 | 36 | 4.4% | $1.55万 | 加仓 |
| ORCL | ORACLE CORP | $36.90万 | 0.14% | 2,508 | 92 | 3.8% | $1.35万 | 加仓 |
| ITA | ISHARES TR | $40.07万 | 0.16% | 1,832 | -1,218 | -39.9% | -$26.64万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $40.25万 | 0.16% | 8,226 | 986 | 13.6% | $4.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $42.48万 | 0.17% | 8,841 | -6,460 | -42.2% | -$31.04万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $44.35万 | 0.17% | 24,986 | -732 | -2.8% | -$1.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.78万 | 0.18% | 449 | -90 | -16.7% | -$8.98万 | 减仓 |
| META | META PLATFORMS INC | $45.65万 | 0.18% | 798 | 44 | 5.8% | $2.52万 | 加仓 |
| GLDM | WORLD GOLD TR | $45.81万 | 0.18% | 4,942 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $47.18万 | 0.19% | 1,774 | 20 | 1.1% | $5,319 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $50.03万 | 0.20% | 11,799 | 28 | 0.2% | $1,187 | 加仓 |
| GOOGL | ALPHABET INC | $54.68万 | 0.21% | 1,902 | 390 | 25.8% | $11.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $54.87万 | 0.22% | 2,652 | 344 | 14.9% | $7.12万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $54.91万 | 0.22% | 22,042 | -4,004 | -15.4% | -$9.97万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $58.08万 | 0.23% | 16,346 | -577 | -3.4% | -$2.05万 | 减仓 |
| DE | DEERE & CO | $58.74万 | 0.23% | 1,043 | 20 | 2.0% | $1.13万 | 加仓 |
| HRL | HORMEL FOODS CORP | $59.58万 | 0.23% | 26,303 | 359 | 1.4% | $8,131 | 加仓 |
| — | EXXON MOBIL CORP | $63.10万 | 0.25% | 3,719 | 335 | 9.9% | $5.68万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $65.56万 | 0.26% | 23,542 | 2,186 | 10.2% | $6.09万 | 加仓 |
| WFC | WELLS FARGO & CO | $67.84万 | 0.27% | 8,521 | 38 | 0.4% | $3,025 | 加仓 |
| TSLA | TESLA INC | $74.76万 | 0.29% | 2,011 | 195 | 10.7% | $7.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $76.99万 | 0.30% | 26,428 | 86 | 0.3% | $2,505 | 加仓 |
| VXUS | VANGUARD STAR FDS | $79.92万 | 0.31% | 10,364 | 102 | 1.0% | $7,865 | 加仓 |
| MSFT | MICROSOFT CORP | $88.85万 | 0.35% | 2,400 | 437 | 22.3% | $16.18万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $99.56万 | 0.39% | 24,229 | 57 | 0.2% | $2,342 | 加仓 |
| WMT | WALMART INC | $104.60万 | 0.41% | 8,417 | 789 | 10.3% | $9.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $107.28万 | 0.42% | 3,344 | -377 | -10.1% | -$12.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $111.63万 | 0.44% | 1,717 | -39 | -2.2% | -$2.54万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $115.31万 | 0.45% | 11,512 | -57 | -0.5% | -$5,709 | 减仓 |
| PICK | ISHARES INC | $124.16万 | 0.49% | 21,941 | 3,867 | 21.4% | $21.88万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $126.51万 | 0.50% | 54,483 | -2,020 | -3.6% | -$4.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $128.09万 | 0.50% | 20,511 | 4,582 | 28.8% | $28.61万 | 加仓 |
| AMZN | AMAZON COM INC | $128.75万 | 0.51% | 6,182 | 839 | 15.7% | $17.47万 | 加仓 |
| XEL | XCEL ENERGY INC | $129.43万 | 0.51% | 16,293 | 100 | 0.6% | $7,944 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $129.50万 | 0.51% | 52,323 | 1,909 | 3.8% | $4.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $135.61万 | 0.53% | 10,204 | 3,595 | 54.4% | $47.78万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $138.42万 | 0.54% | 41,110 | 14,564 | 54.9% | $49.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $141.66万 | 0.56% | 36,454 | 196 | 0.5% | $7,617 | 加仓 |
| XME | SPDR SERIES TRUST | $144.54万 | 0.57% | 13,382 | 1,787 | 15.4% | $19.30万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $152.95万 | 0.60% | 29,560 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $195.65万 | 0.77% | 13,211 | 1,500 | 12.8% | $22.21万 | 加仓 |
| CAT | CATERPILLAR INC | $206.94万 | 0.81% | 2,921 | -6 | -0.2% | -$4,251 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $221.88万 | 0.87% | 25,015 | 6,774 | 37.1% | $60.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $240.55万 | 0.94% | 13,793 | 1,280 | 10.2% | $22.32万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $242.13万 | 0.95% | 48,533 | 6,460 | 15.4% | $32.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $263.03万 | 1.03% | 102,584 | 3,085 | 3.1% | $7.91万 | 加仓 |
| AAPL | APPLE INC | $275.27万 | 1.08% | 10,846 | 737 | 7.3% | $18.70万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $291.62万 | 1.14% | 12,732 | 1,781 | 16.3% | $40.79万 | 加仓 |
| LLY | ELI LILLY & CO | $308.23万 | 1.21% | 3,351 | 208 | 6.6% | $19.13万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $331.11万 | 1.30% | 69,082 | 2,811 | 4.2% | $13.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $349.27万 | 1.37% | 5,845 | -139 | -2.3% | -$8.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $351.77万 | 1.38% | 13,000 | 9,000 | 225.0% | $243.53万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $468.17万 | 1.84% | 152,599 | 12,587 | 9.0% | $38.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $568.26万 | 2.23% | 26,423 | 330 | 1.3% | $7.10万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $620.26万 | 2.43% | 183,184 | 14,666 | 8.7% | $49.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $752.49万 | 2.95% | 15,703 | -602 | -3.7% | -$28.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $865.26万 | 3.40% | 121,645 | -4,992 | -3.9% | -$35.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $975.35万 | 3.83% | 13,979 | 183 | 1.3% | $12.77万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,330.19万 | 5.22% | 341,423 | 36,547 | 12.0% | $142.39万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,634.78万 | 6.42% | 311,681 | 64,665 | 26.2% | $339.17万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,083.36万 | 8.18% | 493,452 | -27,943 | -5.4% | -$117.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,313.21万 | 9.08% | 314,124 | -18,304 | -5.5% | -$134.79万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,560.42万 | 17.90% | 643,129 | 22,472 | 3.6% | $159.35万 | 加仓 |