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 |
|---|---|---|---|---|---|---|---|---|
| BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | $0 | 0.00% | 0 | -61,350 | -100.0% | -$324.25万 | 清仓 |
| NOBL | PROSHARES S&P 500 DIV ARISTOCRAT ETF | $0 | 0.00% | 0 | 0 | — | -$27.68万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOLFCTR ETF | $0 | 0.00% | 0 | -2,404 | -100.0% | -$22.64万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,120 | -100.0% | -$21.83万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | ISHARES CORE MSCI EMERGING ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUNI | PIMCO INTRMEDIATE MUNI BOND ACTV ETF | $0 | 0.00% | 0 | -3,378 | -100.0% | -$17.70万 | 清仓 |
| VTEB | VANGUARD MUNI BND TAX EXEMPT ETF | $0 | 0.00% | 0 | -3,507 | -100.0% | -$17.64万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES MSCI EAFE GROWTHETF | $0 | 0.00% | 0 | -1,531 | -100.0% | -$17.44万 | 清仓 |
| SPGP | INVESCO S AND P 500 GARPETF | $0 | 0.00% | 0 | -1,528 | -100.0% | -$17.40万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,640 | -100.0% | -$16.38万 | 清仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD SHARES ETF | $0 | 0.00% | 0 | -398 | -100.0% | -$15.77万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -510 | -100.0% | -$15.34万 | 清仓 |
| TFLO | ISHARES TREASURY FLOATING RATE B ETF | $0 | 0.00% | 0 | -2,999 | -100.0% | -$15.13万 | 清仓 |
| META | META PLATFORMS INC CLASS A | $0 | 0.00% | 0 | -219 | -100.0% | -$14.46万 | 清仓 |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | $0 | 0.00% | 0 | -1,330 | -100.0% | -$14.19万 | 清仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $0 | 0.00% | 0 | -29,465 | -100.0% | -$13.91万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -5,553 | -100.0% | -$13.83万 | 清仓 |
| IDV | ISHARES INTERNATIONAL SEL DIV ETF | $0 | 0.00% | 0 | -3,480 | -100.0% | -$13.73万 | 清仓 |
| KO | THE COCA-COLA CO | $0 | 0.00% | 0 | -2,440 | -100.0% | -$13.41万 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWER ETF | $0 | 0.00% | 0 | -3,675 | -100.0% | -$13.10万 | 清仓 |
| CGGO | CAPITAL GROUP GLOBAL GRWT EQY ETF | $0 | 0.00% | 0 | -3,647 | -100.0% | -$12.64万 | 清仓 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -2,575 | -100.0% | -$12.63万 | 清仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $0 | 0.00% | 0 | -1,276 | -100.0% | -$12.28万 | 清仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $0 | 0.00% | 0 | -377 | -100.0% | -$11.83万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -776 | -100.0% | -$11.82万 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -860 | -100.0% | -$11.76万 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -1,505 | -100.0% | -$11.15万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -1,256 | -100.0% | -$10.95万 | 清仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $0 | 0.00% | 0 | -4,063 | -100.0% | -$10.77万 | 清仓 |
| SLV | ISHARES SILVER TRUST ETF | $0 | 0.00% | 0 | -1,655 | -100.0% | -$10.66万 | 清仓 |
| TLH | ISHARES 10-20 YEAR TSURYBOND ETF | $0 | 0.00% | 0 | -1,040 | -100.0% | -$10.57万 | 清仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,885 | -100.0% | -$10.13万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.11万 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -1,010 | -100.0% | -$10.09万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -432 | -100.0% | -$9.89万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -1,018 | -100.0% | -$9.62万 | 清仓 |
| SPTL | STATE STRET SPDR PRTFL LT TRSRY ETF | $0 | 0.00% | 0 | -3,589 | -100.0% | -$9.50万 | 清仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -780 | -100.0% | -$9.49万 | 清仓 |
| CGMS | CAPITAL GROUP U S MULTI SEC ETF | $0 | 0.00% | 0 | -3,357 | -100.0% | -$9.27万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -829 | -100.0% | -$9.24万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -376 | -100.0% | -$9.11万 | 清仓 |
| IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | $0 | 0.00% | 0 | -1,690 | -100.0% | -$9.11万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -599 | -100.0% | -$8.79万 | 清仓 |
| VTV | VANGUARD VALUE ETF | $0 | 0.00% | 0 | -457 | -100.0% | -$8.73万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -2,200 | -100.0% | -$8.52万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,197 | -100.0% | -$8.37万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS CLASS B | $0 | 0.00% | 0 | -164 | -100.0% | -$8.24万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8.17万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIV ETF | $0 | 0.00% | 0 | -587 | -100.0% | -$8.17万 | 清仓 |
| MBB | ISHARES MBS ETF | $0 | 0.00% | 0 | -834 | -100.0% | -$7.94万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -642 | -100.0% | -$7.91万 | 清仓 |
| VB | VANGUARD SMALL CAP ETF | $0 | 0.00% | 0 | -289 | -100.0% | -$7.45万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -515 | -100.0% | -$7.39万 | 清仓 |
| NEAR | ISHARES SHORT DURATN BNDACTV ETF | $0 | 0.00% | 0 | -1,419 | -100.0% | -$7.25万 | 清仓 |
| SHY | ISHARES 1-3 YEAR TREASRYBOND ETF | $0 | 0.00% | 0 | -875 | -100.0% | -$7.25万 | 清仓 |
| SPYD | ST STRT SPDR PRTL S&P 500 HG ETF | $0 | 0.00% | 0 | -1,674 | -100.0% | -$7.24万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -217 | -100.0% | -$7.17万 | 清仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -497 | -100.0% | -$7.13万 | 清仓 |
| V | VISA INC CLASS CLASS A | $0 | 0.00% | 0 | -201 | -100.0% | -$7.05万 | 清仓 |
| VO | VANGUARD MID CAP ETF | $0 | 0.00% | 0 | -242 | -100.0% | -$7.02万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -284 | -100.0% | -$6.99万 | 清仓 |
| AOM | ISHARES CORE 40 60 MOD ALL ETF | $0 | 0.00% | 0 | -1,427 | -100.0% | -$6.81万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -138 | -100.0% | -$6.67万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -432 | -100.0% | -$6.66万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -81 | -100.0% | -$6.64万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -388 | -100.0% | -$6.64万 | 清仓 |
| IYW | ISHARES US TECHNOLOGY ETF | $0 | 0.00% | 0 | -328 | -100.0% | -$6.55万 | 清仓 |
| LRCX | LAM RESH CORP | $0 | 0.00% | 0 | -374 | -100.0% | -$6.40万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -862 | -100.0% | -$6.11万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -1,453 | -100.0% | -$5.97万 | 清仓 |
| LLY | ELI LILLY AND CO | $0 | 0.00% | 0 | -55 | -100.0% | -$5.91万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLCLASS CLASS A | $0 | 0.00% | 0 | -708 | -100.0% | -$5.88万 | 清仓 |
| IYE | ISHARES US ENERGY ETF | $0 | 0.00% | 0 | -1,225 | -100.0% | -$5.82万 | 清仓 |
| AMD | ADVANCED MICRO DEVIC | $0 | 0.00% | 0 | -270 | -100.0% | -$5.78万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -153 | -100.0% | -$5.70万 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -1,289 | -100.0% | -$5.69万 | 清仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCM ETF | $0 | 0.00% | 0 | -2,495 | -100.0% | -$5.65万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $0 | 0.00% | 0 | -936 | -100.0% | -$5.56万 | 清仓 |
| COR | CENCORA INC CLASS SERIES A | $0 | 0.00% | 0 | -164 | -100.0% | -$5.54万 | 清仓 |
| AMTM | AMENTUM HLDGS INC EQUITY | $0 | 0.00% | 0 | -1,905 | -100.0% | -$5.52万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTC | VANGUARD TOTAL CORPORATEBD ETF | $0 | 0.00% | 0 | -705 | -100.0% | -$5.47万 | 清仓 |
| SPY | SPDR S&P 500 ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$5.46万 | 清仓 |
| — | SUNHYDROGEN INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$5.36万 | 清仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $0 | 0.00% | 0 | -249 | -100.0% | -$5.26万 | 清仓 |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | $0 | 0.00% | 0 | -348 | -100.0% | -$5.18万 | 清仓 |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | $0 | 0.00% | 0 | -1,656 | -100.0% | -$4.95万 | 清仓 |
| ICVT | ISHARES CONVERTIBLE BONDETF | $0 | 0.00% | 0 | -501 | -100.0% | -$4.93万 | 清仓 |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | $0 | 0.00% | 0 | -669 | -100.0% | -$4.92万 | 清仓 |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | $0 | 0.00% | 0 | -795 | -100.0% | -$4.76万 | 清仓 |
| MRK | MERCK & CO. INC. | $0 | 0.00% | 0 | -950 | -100.0% | -$4.72万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -414 | -100.0% | -$4.71万 | 清仓 |
| SHYG | ISHARES HIGH YIELD CORPORAT BOND ETF | $0 | 0.00% | 0 | -1,075 | -100.0% | -$4.61万 | 清仓 |
| VEEV | VEEVA SYS INC CLASS CLASS A | $0 | 0.00% | 0 | -204 | -100.0% | -$4.55万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -875 | -100.0% | -$4.44万 | 清仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ ETF | $0 | 0.00% | 0 | -828 | -100.0% | -$4.37万 | 清仓 |
| — | ACRIVON THERAPEUTICS INC | $0 | 0.00% | 0 | -18,100 | -100.0% | -$4.36万 | 清仓 |