Vermillion & White Wealth Management Group, LLC
PHOENIXVILLE PA · SEC CIK 0001862443
$1.74亿2026Q1 申报市值
65持仓数
76.1%前十大占比 · 第一大 22.7%
3 / 510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
PYLD 新建仓+$563.71万
DMBS 加仓+$537.34万
UTES 新建仓+$145.85万
DFAE 加仓+$104.48万
IVV 加仓+$73.55万
2026Q1 卖出最多 按季末市值估算
SPTI 减仓-$362.56万
BINC 清仓-$324.25万
DFSD 减仓-$159.10万
DFAI 减仓-$153.13万
NOBL 清仓-$27.68万
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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES S&P SMLL CAP 600GRTH ETF | $0 | 0.00% | 0 | -309 | -100.0% | -$4.36万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BND ETF | $0 | 0.00% | 0 | -886 | -100.0% | -$4.28万 | 清仓 |
| — | SAP SE ORDF | $0 | 0.00% | 0 | -174 | -100.0% | -$4.24万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -855 | -100.0% | -$4.24万 | 清仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -1,526 | -100.0% | -$4.19万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -73 | -100.0% | -$4.18万 | 清仓 |
| MA | MASTERCARD INC CLASS CLASS A | $0 | 0.00% | 0 | -73 | -100.0% | -$4.17万 | 清仓 |
| VV | VANGUARD LARGE CAP ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$4.09万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -199 | -100.0% | -$4.09万 | 清仓 |
| SPIB | ST SRT SPDR PRTFL INTDT TRM C ETF IV | $0 | 0.00% | 0 | -1,195 | -100.0% | -$4.04万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVCS | $0 | 0.00% | 0 | -144 | -100.0% | -$3.96万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -177 | -100.0% | -$3.93万 | 清仓 |
| JPIE | JPMORGAN INCOME ETF | $0 | 0.00% | 0 | -849 | -100.0% | -$3.93万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -564 | -100.0% | -$3.92万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3.91万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | -655 | -100.0% | -$3.89万 | 清仓 |
| USO | UNITED STATES OIL ETF IV | $0 | 0.00% | 0 | -549 | -100.0% | -$3.80万 | 清仓 |
| — | DIMENSIONAL U S CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -951 | -100.0% | -$3.77万 | 清仓 |
| CII | BLACKROCK ENHANCED LARGE | $0 | 0.00% | 0 | -1,608 | -100.0% | -$3.76万 | 清仓 |
| VUG | VANGUARD GROWTH ETF | $0 | 0.00% | 0 | -77 | -100.0% | -$3.76万 | 清仓 |
| LXRX | LEXICON PHARMACEUTICALS | $0 | 0.00% | 0 | -32,000 | -100.0% | -$3.68万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -1,336 | -100.0% | -$3.67万 | 清仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $0 | 0.00% | 0 | -498 | -100.0% | -$3.67万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -139 | -100.0% | -$3.65万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -199 | -100.0% | -$3.62万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -995 | -100.0% | -$3.61万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -2,350 | -100.0% | -$3.60万 | 清仓 |
| USFR | WISDOMTREE FLOATING RATETREASRY ETF | $0 | 0.00% | 0 | -695 | -100.0% | -$3.50万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -62 | -100.0% | -$3.43万 | 清仓 |
| IJS | ISHARES S&P SMALL CAP 600 ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$3.41万 | 清仓 |
| DBEF | XTRACKERS MSCI EAFE HDGDEQY ETF | $0 | 0.00% | 0 | -708 | -100.0% | -$3.41万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -360 | -100.0% | -$3.38万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -206 | -100.0% | -$3.36万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -96 | -100.0% | -$3.36万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -234 | -100.0% | -$3.36万 | 清仓 |
| IGHG | PROSHARES INVT GD INT RAT HED ETF | $0 | 0.00% | 0 | -428 | -100.0% | -$3.36万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -312 | -100.0% | -$3.29万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$3.27万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $0 | 0.00% | 0 | -203 | -100.0% | -$3.26万 | 清仓 |
| HIG | HARTFORD INS GROUP INC | $0 | 0.00% | 0 | -235 | -100.0% | -$3.24万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -105 | -100.0% | -$3.23万 | 清仓 |
| F | FORD MTR CO DEL | $0 | 0.00% | 0 | -2,457 | -100.0% | -$3.22万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -180 | -100.0% | -$3.21万 | 清仓 |
| SRLN | STATE STREET BLACKSTONE SENIR LN ETF | $0 | 0.00% | 0 | -775 | -100.0% | -$3.20万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -124 | -100.0% | -$3.06万 | 清仓 |
| TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | $0 | 0.00% | 0 | -335 | -100.0% | -$2.92万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -168 | -100.0% | -$2.89万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -263 | -100.0% | -$2.89万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INCCLASS CLASS A | $0 | 0.00% | 0 | -193 | -100.0% | -$2.88万 | 清仓 |
| DJT | TRUMP MEDIA & TECHNO | $0 | 0.00% | 0 | -2,164 | -100.0% | -$2.87万 | 清仓 |
| HEFA | ISHARES CURRENCY HEDG MSCI EAFE ETF | $0 | 0.00% | 0 | -690 | -100.0% | -$2.85万 | 清仓 |
| BAC | BANK OF AMERICA CORP | $0 | 0.00% | 0 | -518 | -100.0% | -$2.85万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -356 | -100.0% | -$2.81万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -137 | -100.0% | -$2.81万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -612 | -100.0% | -$2.74万 | 清仓 |
| IAGG | ISHARES INTERNTINL AGGRGT BND ETF | $0 | 0.00% | 0 | -547 | -100.0% | -$2.74万 | 清仓 |
| PTY | PIMCO CORPORATE OPPORTUN | $0 | 0.00% | 0 | -2,090 | -100.0% | -$2.70万 | 清仓 |
| EVR | EVERCORE INC CLASS A | $0 | 0.00% | 0 | -79 | -100.0% | -$2.69万 | 清仓 |
| IJH | ISHARES CORE S&P MID CAPETF | $0 | 0.00% | 0 | -407 | -100.0% | -$2.69万 | 清仓 |
| ADM | ARCHER-DANIELS MIDLAND C | $0 | 0.00% | 0 | -465 | -100.0% | -$2.67万 | 清仓 |
| PSK | STATE STRET SPDR ICE PRFRD SC ETF IV | $0 | 0.00% | 0 | -841 | -100.0% | -$2.67万 | 清仓 |
| DFUS | DIMENSIONAL US EQUITY MARKET ETF | $0 | 0.00% | 0 | -359 | -100.0% | -$2.66万 | 清仓 |
| IBIT | ISHARES BITCOIN ETF | $0 | 0.00% | 0 | -531 | -100.0% | -$2.64万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -438 | -100.0% | -$2.63万 | 清仓 |
| IHDG | WISDOMTREE INTER HDG QLYDIV GRT ETF | $0 | 0.00% | 0 | -527 | -100.0% | -$2.56万 | 清仓 |
| PCN | PIMCO CORP INCOME CF | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.55万 | 清仓 |
| SMR | NUSCALE PWR CORP CLASS A | $0 | 0.00% | 0 | -1,783 | -100.0% | -$2.53万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -326 | -100.0% | -$2.53万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -204 | -100.0% | -$2.50万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -339 | -100.0% | -$2.50万 | 清仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $0 | 0.00% | 0 | -254 | -100.0% | -$2.49万 | 清仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $0 | 0.00% | 0 | -152 | -100.0% | -$2.46万 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | -182 | -100.0% | -$2.46万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -73 | -100.0% | -$2.46万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -498 | -100.0% | -$2.45万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -71 | -100.0% | -$2.45万 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBRSCRTY ETF | $0 | 0.00% | 0 | -341 | -100.0% | -$2.44万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -130 | -100.0% | -$2.36万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -39 | -100.0% | -$2.36万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -91 | -100.0% | -$2.34万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -581 | -100.0% | -$2.33万 | 清仓 |
| LECO | LINCOLN ELEC HLDGS INC | $0 | 0.00% | 0 | -95 | -100.0% | -$2.28万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -282 | -100.0% | -$2.24万 | 清仓 |
| VRP | INVSC VARIABLE RATE PREFERRED ETF | $0 | 0.00% | 0 | -916 | -100.0% | -$2.23万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -92 | -100.0% | -$2.22万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -100 | -100.0% | -$2.17万 | 清仓 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | -212 | -100.0% | -$2.17万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -88 | -100.0% | -$2.17万 | 清仓 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$2.14万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -320 | -100.0% | -$2.14万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -285 | -100.0% | -$2.10万 | 清仓 |
| EEMV | ISHS MSCI EMERG MRKT MINVOL FCT ETF | $0 | 0.00% | 0 | -325 | -100.0% | -$2.08万 | 清仓 |
| KMB | KIMBERLY CLARK CORP | $0 | 0.00% | 0 | -204 | -100.0% | -$2.06万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -31 | -100.0% | -$2.05万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$2.05万 | 清仓 |
| DFIC | DIMENSIONAL INTERN CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -571 | -100.0% | -$1.97万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -30 | -100.0% | -$1.96万 | 清仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $0 | 0.00% | 0 | -245 | -100.0% | -$1.95万 | 清仓 |
| AOR | ISHARES CORE 60 40 BAL ALL ETF | $0 | 0.00% | 0 | -297 | -100.0% | -$1.93万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -288 | -100.0% | -$1.93万 | 清仓 |