13F 机构持仓

Vermillion Wealth Management, Inc.

ROSEMOUNT MN · SEC CIK 0001737012

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 17.9%
BND 9.1%
DFCF 8.2%
DFGX 6.4%
DFAI 5.2%
VGT 3.8%
DIMENSIONAL ET 3.4%
BRK/B 3.0%
DFAE 2.4%
VIG 2.2%

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
CATY CATHAY GEN BANCORP $1500.00%3 3— $150 新建仓
SBCF SEACOAST BKG CORP FLA $1510.00%5 5— $151 新建仓
BKE BUCKLE INC $1510.00%3 3— $151 新建仓
BMI BADGER METER INC $1520.00%1 1— $152 新建仓
WMG WARNER MUSIC GROUP CORP $1530.00%6 6— $153 新建仓
GNTX GENTEX CORP $1530.00%7 7— $153 新建仓
ABM ABM INDS INC $1540.00%4 4— $154 新建仓
FRME FIRST MERCHANTS CORP $1550.00%4 4— $155 新建仓
EFOR ASGN INC $1550.00%4 4— $155 新建仓
FBK FB FINL CORP $1560.00%3 3— $156 新建仓
WOR WORTHINGTON ENTERPRISES INC $1560.00%3 3— $156 新建仓
NTB BANK OF N T BUTTERFIELD & SO $1570.00%3 3— $157 新建仓
OI O-I GLASS INC $1580.00%15 15— $158 新建仓
JJSF J & J SNACK FOODS CORP $1590.00%2 2— $159 新建仓
SNEX STONEX GROUP INC $1610.00%2 2— $161 新建仓
SWKS SKYWORKS SOLUTIONS INC $1610.00%3 3— $161 新建仓
BW BABCOCK & WILCOX ENTERPRISES $1620.00%11 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC $1620.00%9 9— $162 新建仓
CXT CRANE NXT CO $1620.00%4 4— $162 新建仓
PRK PARK NATL CORP $1630.00%1 1— $163 新建仓
ALG ALAMO GROUP INC $1650.00%1 1— $165 新建仓
OGN ORGANON & CO $1660.00%28 13.7% $6 加仓
STRA STRATEGIC ED INC $1660.00%2 2— $166 新建仓
CROX CROCS INC $1660.00%2 2— $166 新建仓
HQY HEALTHEQUITY INC $1670.00%2 2— $167 新建仓
FISV FISERV INC $1670.00%3 -2-40.0% -$111 重新持有
TDS TELEPHONE & DATA SYS INC $1680.00%4 -8-66.7% -$336 重新持有
MRP MILLROSE PPTYS INC $1680.00%6 6— $168 新建仓
WAY WAYSTAR HLDG CORP $1690.00%7 7— $169 新建仓
SIG SIGNET JEWELERS LIMITED $1690.00%2 2— $169 新建仓
LAZ LAZARD INC $1700.00%4 4— $170 新建仓
CARG CARGURUS INC $1700.00%5 5— $170 新建仓
GT GOODYEAR TIRE & RUBR CO $1720.00%26 -23-46.9% -$152 重新持有
OGS ONE GAS INC $1720.00%2 2— $172 新建仓
ENS ENERSYS $1740.00%1 1— $174 新建仓
DAVE DAVE INC $1740.00%1 1— $174 新建仓
GEF/B GREIF INC $1750.00%2 2— $175 新建仓
MCY MERCURY GENL CORP NEW $1760.00%2 2— $176 新建仓
U UNITY SOFTWARE INC $1760.00%8 8— $176 新建仓
CBU COMMUNITY FINANCIAL SYSTEM I $1760.00%3 3— $176 新建仓
UHAL/B U HAUL HOLDING COMPANY $1790.00%4 4— $179 新建仓
BHF BRIGHTHOUSE FINL INC $1800.00%3 3— $180 新建仓
SDRL SEADRILL LTD $1820.00%4 4— $182 新建仓
SMG SCOTTS MIRACLE-GRO CO $1820.00%3 3— $182 新建仓
FULT FULTON FINL CORP PA $1830.00%9 9— $183 新建仓
WU WESTERN UN CO $1830.00%21 21— $183 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $1840.00%2 2— $184 新建仓
KBR KBR INC $1840.00%5 5— $184 新建仓
FUL FULLER H B CO $1850.00%3 3— $185 新建仓
ACLS AXCELIS TECHNOLOGIES INC $1860.00%2 2— $186 新建仓
— TRI POINTE HOMES INC $1870.00%4 4— $187 新建仓
NMAX NEWSMAX INC $1880.00%36 00.0% — 不变
CNS COHEN & STEERS INC $1880.00%3 3— $188 新建仓
NMIH NMI HLDGS INC $1880.00%5 5— $188 新建仓
HUT HUT 8 CORP $1880.00%4 4— $188 新建仓
ROKU ROKU INC $1890.00%2 00.0% — 不变
MGY MAGNOLIA OIL & GAS CORP $1890.00%6 6— $189 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $1890.00%6 6— $189 新建仓
IOT SAMSARA INC $1900.00%6 6— $190 新建仓
BILL BILL HOLDINGS INC $1920.00%5 5— $192 新建仓
ESAB ESAB CORPORATION $1930.00%2 2— $193 新建仓
TRN TRINITY INDS INC $1930.00%6 6— $193 新建仓
KNTK KINETIK HOLDINGS INC $1940.00%4 4— $194 新建仓
YOU CLEAR SECURE INC $1940.00%4 4— $194 新建仓
HGV HILTON GRAND VACATIONS INC $1960.00%5 5— $196 新建仓
WSFS WSFS FINL CORP $1960.00%3 3— $196 新建仓
RIOT RIOT PLATFORMS INC $1980.00%16 16— $198 新建仓
EEFT EURONET WORLDWIDE INC $1990.00%3 3— $199 新建仓
ETSY ETSY INC $2000.00%4 4— $200 新建仓
IDYA IDEAYA BIOSCIENCES INC $2000.00%6 6— $200 新建仓
GEF GREIF INC $2010.00%3 3— $201 新建仓
WYNN WYNN RESORTS LTD $2030.00%2 2— $203 新建仓
MIR MIRION TECHNOLOGIES INC $2040.00%11 11— $204 新建仓
WDFC WD 40 CO $2040.00%1 1— $204 新建仓
DIOD DIODES INC $2050.00%3 3— $205 新建仓
BCO BRINKS CO $2070.00%2 2— $207 新建仓
SLAB SILICON LABORATORIES INC $2080.00%1 1— $208 新建仓
ST SENSATA TECHNOLOGIES HLDG PL $2110.00%6 6— $211 新建仓
KTB KONTOOR BRANDS INC $2110.00%3 3— $211 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $2110.00%17 17— $211 新建仓
FTDR FRONTDOOR INC $2110.00%4 4— $211 新建仓
SNDR SCHNEIDER NATIONAL INC $2110.00%8 8— $211 新建仓
GPOR GULFPORT ENERGY CORP $2120.00%1 1— $212 新建仓
NGVT INGEVITY CORP $2140.00%3 3— $214 新建仓
OPCH OPTION CARE HEALTH INC $2150.00%8 8— $215 新建仓
BGC BGC GROUP INC $2150.00%22 22— $215 新建仓
OC OWENS CORNING NEW $2160.00%2 2— $216 新建仓
SON SONOCO PRODS CO $2160.00%4 4— $216 新建仓
BRKR BRUKER CORP $2170.00%6 6— $217 新建仓
BANF BANCFIRST CORP $2170.00%2 2— $217 新建仓
GFF GRIFFON CORP $2180.00%3 3— $218 新建仓
AVNT AVIENT CORPORATION $2180.00%6 6— $218 新建仓
MRCY MERCURY SYS INC $2190.00%3 3— $219 新建仓
AIR AAR CORP $2190.00%2 2— $219 新建仓
VFC V F CORP $2210.00%13 13— $221 新建仓
PATK PATRICK INDS INC $2220.00%2 2— $222 新建仓
RNG RINGCENTRAL INC $2230.00%6 6— $223 新建仓
SKY CHAMPION HOMES INC $2230.00%3 3— $223 新建仓
EQH EQUITABLE HLDGS INC $2230.00%6 6— $223 新建仓
G GENPACT LIMITED $2240.00%6 6— $224 新建仓