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 |
|---|---|---|---|---|---|---|---|---|
| EL | LAUDER ESTEE COS INC | $1,148 | 0.00% | 16 | 16 | — | $1,148 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,149 | 0.00% | 10 | -9 | -47.4% | -$1,034 | 重新持有 |
| FFIV | F5 INC | $1,157 | 0.00% | 4 | -1 | -20.0% | -$289 | 重新持有 |
| CPAY | CORPAY INC | $1,164 | 0.00% | 4 | 4 | — | $1,164 | 新建仓 |
| CPNG | COUPANG INC | $1,171 | 0.00% | 62 | 62 | — | $1,171 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,175 | 0.00% | 13 | 13 | — | $1,175 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $1,190 | 0.00% | 6 | 6 | — | $1,190 | 新建仓 |
| WAT | WATERS CORP | $1,191 | 0.00% | 4 | 4 | — | $1,191 | 新建仓 |
| NTRA | NATERA INC | $1,200 | 0.00% | 6 | 6 | — | $1,200 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1,205 | 0.00% | 11 | 11 | — | $1,205 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,219 | 0.00% | 9 | -1 | -10.0% | -$135 | 重新持有 |
| STRL | STERLING INFRASTRUCTURE INC | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| INCY | INCYTE CORP | $1,224 | 0.00% | 13 | 13 | — | $1,224 | 新建仓 |
| ILMN | ILLUMINA INC | $1,233 | 0.00% | 10 | 10 | — | $1,233 | 新建仓 |
| BALL | BALL CORP | $1,241 | 0.00% | 21 | 21 | — | $1,241 | 新建仓 |
| SM | SM ENERGY COMPANY | $1,243 | 0.00% | 40 | 9 | 29.0% | $280 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,257 | 0.00% | 17 | 17 | — | $1,257 | 新建仓 |
| TWLO | TWILIO INC | $1,258 | 0.00% | 10 | 10 | — | $1,258 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $1,259 | 0.00% | 8 | 8 | — | $1,259 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,261 | 0.00% | 1 | 1 | — | $1,261 | 新建仓 |
| HEI/A | HEICO CORP NEW | $1,267 | 0.00% | 6 | 6 | — | $1,267 | 新建仓 |
| MRNA | MODERNA INC | $1,270 | 0.00% | 25 | 25 | — | $1,270 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1,271 | 0.00% | 6 | 6 | — | $1,271 | 新建仓 |
| RGLD | ROYAL GOLD INC | $1,272 | 0.00% | 5 | 5 | — | $1,272 | 新建仓 |
| IWF | ISHARES TR | $1,279 | 0.00% | 3 | 3 | — | $1,279 | 新建仓 |
| ENTG | ENTEGRIS INC | $1,290 | 0.00% | 11 | 11 | — | $1,290 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $1,291 | 0.00% | 4 | 4 | — | $1,291 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $1,292 | 0.00% | 18 | 18 | — | $1,292 | 新建仓 |
| NVT | NVENT ELEC PLC | $1,301 | 0.00% | 11 | 11 | — | $1,301 | 新建仓 |
| BURL | BURLINGTON STORES INC | $1,302 | 0.00% | 4 | 4 | — | $1,302 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $1,310 | 0.00% | 31 | 10 | 47.6% | $423 | 加仓 |
| EVRG | EVERGY INC | $1,311 | 0.00% | 16 | 16 | — | $1,311 | 新建仓 |
| ALAB | ASTERA LABS INC | $1,315 | 0.00% | 12 | 12 | — | $1,315 | 新建仓 |
| STE | STERIS PLC | $1,327 | 0.00% | 6 | 6 | — | $1,327 | 新建仓 |
| AMCR | AMCOR PLC | $1,343 | 0.00% | 33 | 33 | — | $1,343 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $1,365 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,372 | 0.00% | 7 | 7 | — | $1,372 | 新建仓 |
| MKSI | MKS INC. | $1,379 | 0.00% | 6 | 6 | — | $1,379 | 新建仓 |
| USFD | US FOODS HLDG CORP | $1,383 | 0.00% | 15 | 15 | — | $1,383 | 新建仓 |
| LII | LENNOX INTL INC | $1,392 | 0.00% | 3 | 3 | — | $1,392 | 新建仓 |
| WRB | BERKLEY W R CORP | $1,392 | 0.00% | 21 | 21 | — | $1,392 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $1,396 | 0.00% | 48 | -6 | -11.1% | -$174 | 减仓 |
| ZS | ZSCALER INC | $1,403 | 0.00% | 10 | 10 | — | $1,403 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,405 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $1,405 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $1,410 | 0.00% | 22 | 22 | — | $1,410 | 新建仓 |
| PHM | PULTE GROUP INC | $1,411 | 0.00% | 12 | 12 | — | $1,411 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,412 | 0.00% | 7 | 7 | — | $1,412 | 新建仓 |
| WWD | WOODWARD INC | $1,432 | 0.00% | 4 | 4 | — | $1,432 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,440 | 0.00% | 8 | 8 | — | $1,440 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $1,441 | 0.00% | 3 | 3 | — | $1,441 | 新建仓 |
| XYZ | BLOCK INC | $1,444 | 0.00% | 24 | 18 | 300.0% | $1,083 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,447 | 0.00% | 18 | 18 | — | $1,447 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,450 | 0.00% | 18 | 18 | — | $1,450 | 新建仓 |
| SNA | SNAP ON INC | $1,453 | 0.00% | 4 | 4 | — | $1,453 | 新建仓 |
| ATI | ATI INC | $1,455 | 0.00% | 10 | 10 | — | $1,455 | 新建仓 |
| AA | ALCOA CORP | $1,459 | 0.00% | 22 | 5 | 29.4% | $332 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $1,459 | 0.00% | 8 | 8 | — | $1,459 | 新建仓 |
| DBEU | DBX ETF TR | $1,480 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $1,493 | 0.00% | 16 | 16 | — | $1,493 | 新建仓 |
| L | LOEWS CORP | $1,494 | 0.00% | 14 | 14 | — | $1,494 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,495 | 0.00% | 9 | 9 | — | $1,495 | 新建仓 |
| VLTO | VERALTO CORP | $1,503 | 0.00% | 17 | 17 | — | $1,503 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $1,504 | 0.00% | 5 | 5 | — | $1,504 | 新建仓 |
| ALC | ALCON AG | $1,507 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $1,514 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $1,520 | 0.00% | 5 | 5 | — | $1,520 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,526 | 0.00% | 13 | 3 | 30.0% | $352 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,527 | 0.00% | 14 | 14 | — | $1,527 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,534 | 0.00% | 25 | 25 | — | $1,534 | 新建仓 |
| NI | NISOURCE INC | $1,540 | 0.00% | 33 | 33 | — | $1,540 | 新建仓 |
| XPO | XPO INC | $1,556 | 0.00% | 8 | 8 | — | $1,556 | 新建仓 |
| LEN | LENNAR CORP | $1,563 | 0.00% | 18 | 0 | 0.0% | — | 重新持有 |
| NXT | NEXTPOWER INC | $1,567 | 0.00% | 13 | 13 | — | $1,567 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $1,568 | 0.00% | 3 | 3 | — | $1,568 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $1,568 | 0.00% | 8 | 8 | — | $1,568 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,572 | 0.00% | 12 | -8 | -40.0% | -$1,048 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,577 | 0.00% | 4 | 4 | — | $1,577 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $1,588 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $1,601 | 0.00% | 6 | 6 | — | $1,601 | 新建仓 |
| PPG | PPG INDS INC | $1,603 | 0.00% | 15 | 15 | — | $1,603 | 新建仓 |
| RBC | RBC BEARINGS INC | $1,629 | 0.00% | 3 | 3 | — | $1,629 | 新建仓 |
| CMS | CMS ENERGY CORP | $1,629 | 0.00% | 21 | 21 | — | $1,629 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $1,631 | 0.00% | 36 | 36 | — | $1,631 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1,632 | 0.00% | 76 | 76 | — | $1,632 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1,632 | 0.00% | 24 | 24 | — | $1,632 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,634 | 0.00% | 59 | 59 | — | $1,634 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1,637 | 0.00% | 25 | 25 | — | $1,637 | 新建仓 |
| FE | FIRSTENERGY CORP | $1,672 | 0.00% | 33 | 33 | — | $1,672 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1,673 | 0.00% | 36 | 36 | — | $1,673 | 新建仓 |
| DXCM | DEXCOM INC | $1,696 | 0.00% | 27 | -2 | -6.9% | -$126 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $1,696 | 0.00% | 22 | 22 | — | $1,696 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,699 | 0.00% | 4 | 4 | — | $1,699 | 新建仓 |
| KEY | KEYCORP | $1,724 | 0.00% | 86 | 86 | — | $1,724 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $1,734 | 0.00% | 28 | 28 | — | $1,734 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1,739 | 0.00% | 29 | 29 | — | $1,739 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $1,743 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,744 | 0.00% | 6 | 6 | — | $1,744 | 新建仓 |
| VEEV | VEEVA SYS INC | $1,757 | 0.00% | 10 | 10 | — | $1,757 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,769 | 0.00% | 13 | 13 | — | $1,769 | 新建仓 |