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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |