13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001737012
申報總市值
US$8737.9萬
US$8737.9萬
1545 檔
156.6%
Q2 2026 季度申報顯示，Vermillion Wealth Management, Inc. 揭露的美股組合總市值為 US$8737.9萬，涵蓋 1545 個不同之權益投資部位。
在 Q2 2026，Vermillion Wealth Management, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 162 個新部位，並對 16 個既有持股進行加碼（合計增持 178 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 DFUS, BND, DFCF）占據了總市值的 156.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
SWSBX
市值: US$1806.2萬
本季最大獲利了結 / 清倉標的
FNDX
前期市值: US$65.6萬
僅顯示前 200 大持股（共 1545 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 13.08% | +1.48% | +5.90% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.50% | +2.24% | +1.79% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 4.77% | +1.72% | -2.30% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 4.49% | +2.18% | +14.55% | |
| 5 | SWSBX | Schwab Short-term Bond Index | 股票-其他 | 4.23% | +2.25% | — | |
| 6 | SUTXX | Schwab US Treasury Money-ult | 股票-其他 | 3.76% | -3.76% | EXIT | |
| 7 | DFAI | Dimensional International Co | ETF-其他 | 3.42% | +0.26% | +3.55% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.04% | -0.20% | +676.81% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 2.30% | -0.29% | -1.96% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.77% | +0.13% | +2.67% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.48% | -0.16% | +0.98% | |
| 12 | VTEAX | Vanguard T/e Bond Index-adm | 股票-其他 | 1.30% | -1.30% | EXIT | |
| 13 | SNOXX | Schwab Trsry Obl Mny-inv | 股票-其他 | 1.23% | +1.21% | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.23% | +0.29% | +8.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.44% | -33.57% | |
| 16 | VFIAX | Vanguard 500 Index-adm | 股票-其他 | 1.18% | -1.09% | — | |
| 17 | SNSXX | Schwab US Treasury Money-inv | 股票-其他 | 1.16% | +0.16% | — | |
| 18 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.09% | -0.06% | — | |
| 19 | SWAGX | Schwab US Agg Bnd Indx | 股票-其他 | 0.92% | -0.21% | — | |
| 20 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.91% | +0.05% | +6.06% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.89% | -0.27% | -5.54% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-其他 | 0.83% | -0.83% | EXIT | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +1.03% | -11.88% | |
| 24 | DFUSX | Dfa US Lrg Comp Port-inst | 股票-其他 | 0.73% | -0.61% | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.65% | +0.02% | +14.51% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 0.62% | +0.01% | -16.22% | |
| 27 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 0.60% | -0.07% | — | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 29 | DMNBX | Dfa Mn Municipal Bnd-inst | 股票-其他 | 0.57% | -0.38% | — | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.55% | -0.27% | -24.82% | |
| 31 | T 0.75 08-31-26債券 | US Treasury N/b | 債券 | 0.50% | -0.50% | EXIT | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.50% | -0.08% | +1.92% | |
| 33 | SWTXX | Schwab Municipal Money-inv | 股票-其他 | 0.48% | -0.48% | EXIT | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.45% | +0.90% | -30.70% | |
| 35 | T 1.5 08-15-26債券 | US Treasury N/b | 債券 | 0.39% | -0.39% | EXIT | |
| 36 | DFAT | Dimensional US Target Value | ETF-其他 | 0.38% | -0.07% | +13.77% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.38% | -0.18% | +0.24% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.37% | -0.18% | -47.08% | |
| 39 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.37% | -0.09% | +11.11% | |
| 40 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-其他 | 0.36% | -0.36% | EXIT | |
| 41 | SWTSX | Schwab Tot Stk Mrkt Indx | 股票-其他 | 0.36% | -0.04% | — | |
| 42 | PICK | Ishares Msci Global Metals & | ETF-其他 | 0.34% | -0.03% | +12.63% | |
| 43 | DFIS | Dimensional International Sm | ETF-其他 | 0.33% | +0.04% | -3.63% | |
| 44 | DFQTX | Dfa US Core Eqty 2 Port-inst | 股票-其他 | 0.32% | +0.38% | — | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.30% | -0.10% | -7.34% | |
| 46 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.30% | -0.21% | -3.30% | |
| 47 | DHRIX | Diamond Hill Core Bond-i | 股票-其他 | 0.29% | -0.29% | EXIT | |
| 48 | VIMAX | Vanguard Mid Cap Index-adm | 股票-其他 | 0.28% | -0.22% | — | |
| 49 | SCOXX | Schwab Trsry Obl Mny-ult | 股票-其他 | 0.27% | -0.27% | EXIT | |
| 50 | T 2.25 08-15-27債券 | US Treasury N/b | 債券 | 0.27% | -0.26% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWSBX | Schwab Short-term Bond Index | +4.2% | NEW | 新建倉 |
| 2 | SUTXX | Schwab US Treasury Money-ult | +3.8% | NEW | 新建倉 |
| 3 | VTEAX | Vanguard T/e Bond Index-adm | +1.3% | NEW | 新建倉 |
| 4 | SNOXX | Schwab Trsry Obl Mny-inv | +1.2% | NEW | 新建倉 |
| 5 | VFIAX | Vanguard 500 Index-adm | +1.2% | NEW | 新建倉 |
| 6 | SNSXX | Schwab US Treasury Money-inv | +1.2% | NEW | 新建倉 |
| 7 | SWPPX | Schwab S&p 500 Index-sel | +1.1% | NEW | 新建倉 |
| 8 | SWAGX | Schwab US Agg Bnd Indx | +0.9% | NEW | 新建倉 |
| 9 | DFUSX | Dfa US Lrg Comp Port-inst | +0.7% | NEW | 新建倉 |
| 10 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.6% | NEW | 新建倉 |
| 11 | DMNBX | Dfa Mn Municipal Bnd-inst | +0.6% | NEW | 新建倉 |
| 12 | T 0.75 08-31-26債券 | US Treasury N/b | +0.5% | NEW | 新建倉 |
| 13 | SWTXX | Schwab Municipal Money-inv | +0.5% | NEW | 新建倉 |
| 14 | T 1.5 08-15-26債券 | US Treasury N/b | +0.4% | NEW | 新建倉 |
| 15 | SWTSX | Schwab Tot Stk Mrkt Indx | +0.4% | NEW | 新建倉 |
| 16 | DFQTX | Dfa US Core Eqty 2 Port-inst | +0.3% | NEW | 新建倉 |
| 17 | DHRIX | Diamond Hill Core Bond-i | +0.3% | NEW | 新建倉 |
| 18 | VIMAX | Vanguard Mid Cap Index-adm | +0.3% | NEW | 新建倉 |
| 19 | SCOXX | Schwab Trsry Obl Mny-ult | +0.3% | NEW | 新建倉 |
| 20 | T 2.25 08-15-27債券 | US Treasury N/b | +0.3% | NEW | 新建倉 |
| 21 | APDIX | Artisan International-adv | +0.3% | NEW | 新建倉 |
| 22 | MN MNS 5 08-01-2026債券 | Minnesota St-d-ref | +0.2% | NEW | 新建倉 |
| 23 | MN RSM 4 02-01-2048債券 | Rosemount - A | +0.2% | NEW | 新建倉 |
| 24 | SWOXX | Schwab Municipal Money-ult | +0.2% | NEW | 新建倉 |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +1863.07% | 加碼 |
| 26 | DFSMX | Dfa Shrt-trm Muni Bnd-inst | +0.2% | NEW | 新建倉 |
| 27 | SCMIX | Columbia Slgm Tech & Info-i2 | +0.2% | NEW | 新建倉 |
| 28 | DFAPX | Dfa Investment Grade Port | +0.2% | NEW | 新建倉 |
| 29 | DFXIX | Dfa Diversifed Fix Inc-inst | +0.2% | NEW | 新建倉 |
| 30 | SWSSX | Schwab Small-cap Index | +0.1% | NEW | 新建倉 |
| 31 | FTRNX | Fidelity Trend Fund | +0.1% | NEW | 新建倉 |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | NEW | 新建倉 |
| 33 | SWISX | Schwab Intl Indx | +0.1% | NEW | 新建倉 |
| 34 | MN SWHSCD 4 02-01-2042債券 | S Washington Co#833-a | +0.1% | NEW | 新建倉 |
| 35 | FWMIX | Amer Fnd Wash Mut Inv-f3 | +0.1% | NEW | 新建倉 |
| 36 | MN HLSSCD 4 02-01-2040債券 | Hills Beaver Cr Isd#6 | +0.1% | NEW | 新建倉 |
| 37 | MN ELKSCD 4 02-01-2041債券 | Elk River Isd#728-a | +0.1% | NEW | 新建倉 |
| 38 | FMAGX | Fidelity Magellan Fund | +0.1% | NEW | 新建倉 |
| 39 | DFWIX | World Ex-us Core Equity-inst | +0.1% | NEW | 新建倉 |
| 40 | ✓ | +0.1% | NEW | 新建倉 | |
| 41 | ✓ | +0.1% | NEW | 新建倉 | |
| 42 | NINDX | Columbia Large Cap Index-i | +0.1% | NEW | 新建倉 |
| 43 | FRIAX | Franklin Income Fund-adv | +0.1% | NEW | 新建倉 |
| 44 | ✓ | +0.1% | NEW | 新建倉 | |
| 45 | T 4.125 10-31-26債券 | US Treasury N/b | +0.1% | NEW | 新建倉 |
| 46 | DREVX | Bnym Large Cap Securities | +0.1% | NEW | 新建倉 |
| 47 | ✓ | +0.1% | NEW | 新建倉 | |
| 48 | NVT | nVent Electric plc | +0.1% | +17554.55% | 加碼 |
| 49 | TX NIXSCD 4.12 08-15-2054債券 | Nixon-smiley Consol I | +0.1% | NEW | 新建倉 |
| 50 | DFSTX | Dfa US Small Cap Portfolio | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Vermillion Wealth Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$8737.9萬，共申報了 1545 個公開持股部位。
在 Q2 2026 季度，Vermillion Wealth Management, Inc. 按市值排列的前三大核心持股分別為：DFUS (13.1%)、BND (5.5%)、DFCF (4.8%)。其中最大持股部位 DFUS 佔據整體投資組合約 13.1% 的權重。
在 Q2 2026 季度中，Vermillion Wealth Management, Inc. 共進行了 200 項持倉異動，包含新建倉 162 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SWSBX。 本季清倉部位包含 FNDX。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。