SevenBridge Financial Group, LLC
HARRISBURG PA · SEC CIK 0001673954
$6.80亿2026Q2 申报市值
212持仓数
31.4%前十大占比 · 第一大 5.5%
12 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CRWD 加仓+$659.32万
DRSK 加仓+$164.64万
HONA 新建仓+$163.42万
TEL 新建仓+$66.41万
DGRO 加仓+$47.36万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$235.60万
VOOG 减仓-$161.19万
TAFI 减仓-$126.79万
AMAT 减仓-$86.53万
GOOGL 减仓-$79.65万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$131.02万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,976 | -100.0% | -$26.74万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,250 | -100.0% | -$23.87万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,016 | -100.0% | -$20.37万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,258 | -100.0% | -$20.21万 | 清仓 |
| — | KAIROS PHARMA LTD | $1.71万 | 0.00% | 44,286 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $3.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.16万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $3.79万 | 0.01% | 15,000 | 5,000 | 50.0% | $1.26万 | 加仓 |
| DNN | DENISON MINES CORP | $9.98万 | 0.01% | 31,000 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $12.78万 | 0.02% | 12,250 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13.41万 | 0.02% | 10,709 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $20.47万 | 0.03% | 868 | 868 | — | $20.47万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.90万 | 0.03% | 872 | -215 | -19.8% | -$5.15万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $20.96万 | 0.03% | 462 | 462 | — | $20.96万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $21.04万 | 0.03% | 2,000 | 2,000 | — | $21.04万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $21.09万 | 0.03% | 8,317 | -467 | -5.3% | -$1.18万 | 减仓 |
| BAX | BAXTER INTL INC | $21.35万 | 0.03% | 7,750 | 7,750 | — | $21.35万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.55万 | 0.03% | 632 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $21.65万 | 0.03% | 1,537 | 1,537 | — | $21.65万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $21.81万 | 0.03% | 5,074 | 5,074 | — | $21.81万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.96万 | 0.03% | 979 | 979 | — | $21.96万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $22.06万 | 0.03% | 2,365 | 0 | 0.0% | — | 重新持有 |
| IWF | ISHARES TR | $22.18万 | 0.03% | 1,780 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $23.24万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.46万 | 0.03% | 634 | 634 | — | $23.46万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $23.64万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $23.78万 | 0.03% | 16,435 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.87万 | 0.04% | 3,733 | -51 | -1.3% | -$3,261 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.72万 | 0.04% | 3,391 | 3,391 | — | $24.72万 | 新建仓 |
| OEF | ISHARES TR | $25.55万 | 0.04% | 667 | -2 | -0.3% | -$766 | 减仓 |
| PPL | PPL CORP | $25.96万 | 0.04% | 7,322 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $26.81万 | 0.04% | 1,852 | 1,852 | — | $26.81万 | 新建仓 |
| IBB | ISHARES TR | $28.02万 | 0.04% | 1,417 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $28.10万 | 0.04% | 3,036 | -56 | -1.8% | -$5,183 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $28.16万 | 0.04% | 359 | -13 | -3.5% | -$1.02万 | 减仓 |
| GWW | WW GRAINGER INC | $28.23万 | 0.04% | 221 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $29.02万 | 0.04% | 2,980 | -38 | -1.3% | -$3,701 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.35万 | 0.04% | 413 | 10 | 2.5% | $7,107 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.76万 | 0.04% | 7,884 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $30.24万 | 0.04% | 2,128 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $30.62万 | 0.05% | 2,268 | -125 | -5.2% | -$1.69万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $30.74万 | 0.05% | 1,660 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.86万 | 0.05% | 6,559 | -22 | -0.3% | -$1,035 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $31.98万 | 0.05% | 725 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $32.24万 | 0.05% | 3,774 | -18,870 | -83.3% | -$161.19万 | 减仓 |
| IVV | ISHARES TR | $33.10万 | 0.05% | 426 | -7 | -1.6% | -$5,438 | 减仓 |
| PAYX | PAYCHEX INC | $33.29万 | 0.05% | 2,773 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $33.31万 | 0.05% | 1,863 | -2 | -0.1% | -$358 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $33.31万 | 0.05% | 5,856 | 20 | 0.3% | $1,138 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.45万 | 0.05% | 3,702 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $33.53万 | 0.05% | 4,281 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.22万 | 0.05% | 1,628 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $35.26万 | 0.05% | 3,340 | -243 | -6.8% | -$2.57万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $36.22万 | 0.05% | 6,063 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $36.68万 | 0.05% | 1,110 | -668 | -37.6% | -$22.08万 | 重新持有 |
| SYY | SYSCO CORP | $37.45万 | 0.06% | 4,443 | -75 | -1.7% | -$6,321 | 减仓 |
| NEM | NEWMONT CORP | $37.93万 | 0.06% | 3,357 | -140 | -4.0% | -$1.58万 | 减仓 |
| INTC | INTEL CORP | $38.05万 | 0.06% | 3,743 | -305 | -7.5% | -$3.10万 | 减仓 |
| MTB | M & T BK CORP | $39.70万 | 0.06% | 1,585 | -44 | -2.7% | -$1.10万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $39.90万 | 0.06% | 4,298 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $39.93万 | 0.06% | 1,346 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $40.09万 | 0.06% | 3,655 | -113 | -3.0% | -$1.24万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $43.96万 | 0.06% | 15,560 | -1,500 | -8.8% | -$4.24万 | 减仓 |
| VLO | VALERO ENERGY CORP | $44.75万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $45.17万 | 0.07% | 4,873 | -75 | -1.5% | -$6,951 | 减仓 |
| D | DOMINION ENERGY INC | $46.01万 | 0.07% | 6,827 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $46.24万 | 0.07% | 3,711 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $47.07万 | 0.07% | 7,518 | -370 | -4.7% | -$2.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.36万 | 0.07% | 613 | -14 | -2.2% | -$1.08万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $47.50万 | 0.07% | 2,703 | 64 | 2.4% | $1.12万 | 加仓 |
| BRO | BROWN & BROWN INC | $48.01万 | 0.07% | 6,721 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $48.83万 | 0.07% | 11,399 | 3,955 | 53.1% | $16.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $49.21万 | 0.07% | 681 | -14 | -2.0% | -$1.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.74万 | 0.08% | 1,878 | -96 | -4.9% | -$2.75万 | 减仓 |
| TSLA | TESLA INC | $54.49万 | 0.08% | 1,658 | 19 | 1.2% | $6,244 | 加仓 |
| HUBB | HUBBELL INC | $55.67万 | 0.08% | 1,083 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $55.84万 | 0.08% | 6,406 | -1,181 | -15.6% | -$10.29万 | 减仓 |
| WAT | WATERS CORP | $59.48万 | 0.09% | 1,462 | -17 | -1.1% | -$6,917 | 减仓 |
| POET | POET TECHNOLOGIES INC | $60.92万 | 0.09% | 68,375 | -5,000 | -6.8% | -$4.45万 | 减仓 |
| VMC | VULCAN MATLS CO | $61.78万 | 0.09% | 2,170 | -37 | -1.7% | -$1.05万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.03万 | 0.10% | 917 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $66.41万 | 0.10% | 3,070 | 3,070 | — | $66.41万 | 新建仓 |
| NTR | NUTRIEN LTD | $66.55万 | 0.10% | 10,330 | 205 | 2.0% | $1.32万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $69.54万 | 0.10% | 13,826 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $73.51万 | 0.11% | 4,157 | -193 | -4.4% | -$3.41万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $73.89万 | 0.11% | 2,169 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $76.79万 | 0.11% | 8,821 | 46 | 0.5% | $4,004 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $76.88万 | 0.11% | 13,351 | -2,416 | -15.3% | -$13.91万 | 减仓 |
| SDY | SPDR SERIES TRUST | $78.58万 | 0.12% | 4,979 | -78 | -1.5% | -$1.23万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $81.92万 | 0.12% | 32,795 | -1,108 | -3.3% | -$2.77万 | 减仓 |
| APH | AMPHENOL CORP | $82.48万 | 0.12% | 4,875 | -100 | -2.0% | -$1.69万 | 减仓 |
| PFE | PFIZER INC | $82.50万 | 0.12% | 30,831 | -6,932 | -18.4% | -$18.55万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $83.33万 | 0.12% | 1,519 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $83.76万 | 0.12% | 9,264 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $87.65万 | 0.13% | 6,580 | -89 | -1.3% | -$1.19万 | 减仓 |
| UL | UNILEVER PLC | $92.82万 | 0.14% | 14,743 | -237 | -1.6% | -$1.49万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $96.45万 | 0.14% | 2,369 | -185 | -7.2% | -$7.53万 | 减仓 |
| EMR | EMERSON ELEC CO | $97.68万 | 0.14% | 6,172 | -125 | -2.0% | -$1.98万 | 减仓 |
| NFLX | NETFLIX INC. | $97.72万 | 0.14% | 13,180 | -1,120 | -7.8% | -$8.30万 | 减仓 |