SevenBridge Financial Group, LLC
HARRISBURG PA · SEC CIK 0001673954
$6.41亿2026Q1 申报市值
202持仓数
30.5%前十大占比 · 第一大 5.5%
5 / 9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
CASY 新建仓+$367.81万
LNG 加仓+$297.34万
DRSK 加仓+$260.64万
PLTR 加仓+$214.83万
SYK 加仓+$197.87万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$797.48万
SBUX 减仓-$261.44万
ORCL 减仓-$253.52万
UNH 减仓-$244.49万
EOG 减仓-$236.95万
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $132.82万 | 0.21% | 15,942 | -876 | -5.2% | -$7.30万 | 减仓 |
| CSL | CARLISLE COS INC | $131.47万 | 0.21% | 3,719 | 0 | 0.0% | — | 不变 |
| — | INVESCO QQQ TR 看跌期权 | $131.02万 | 0.20% | 2,000 | 2,000 | — | $131.02万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $130.15万 | 0.20% | 22,134 | -655 | -2.9% | -$3.85万 | 减仓 |
| COP | CONOCOPHILLIPS | $127.69万 | 0.20% | 10,415 | -85 | -0.8% | -$1.04万 | 减仓 |
| SAP | SAP SE | $126.90万 | 0.20% | 7,293 | -365 | -4.8% | -$6.35万 | 减仓 |
| EOG | EOG RES INC | $122.74万 | 0.19% | 9,228 | -17,814 | -65.9% | -$236.95万 | 减仓 |
| ETN | EATON CORP PLC | $119.44万 | 0.19% | 2,886 | -4 | -0.1% | -$1,655 | 减仓 |
| MA | MASTERCARD INCORPORATED | $118.00万 | 0.18% | 2,313 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $117.58万 | 0.18% | 7,172 | -75 | -1.0% | -$1.23万 | 减仓 |
| NVS | NOVARTIS AG | $113.80万 | 0.18% | 7,724 | -155 | -2.0% | -$2.28万 | 减仓 |
| TGT | TARGET CORP | $110.96万 | 0.17% | 8,496 | -267 | -3.0% | -$3.49万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $110.10万 | 0.17% | 41,704 | -267 | -0.6% | -$7,049 | 减仓 |
| CVX | CHEVRON CORPORATION | $105.28万 | 0.16% | 5,650 | -306 | -5.1% | -$5.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $104.78万 | 0.16% | 5,195 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $102.58万 | 0.16% | 31,227 | -3,599 | -10.3% | -$11.82万 | 减仓 |
| PFE | PFIZER INC | $101.20万 | 0.16% | 37,763 | -945 | -2.4% | -$2.53万 | 减仓 |
| ADI | ANALOG DEVICES INC | $97.04万 | 0.15% | 2,544 | -309 | -10.8% | -$11.79万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $95.33万 | 0.15% | 2,169 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $95.15万 | 0.15% | 5,069 | -809 | -13.8% | -$15.19万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $93.70万 | 0.15% | 73,375 | -28,084 | -27.7% | -$35.86万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $92.76万 | 0.14% | 1,519 | -3 | -0.2% | -$1,832 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $90.34万 | 0.14% | 15,767 | -1,736 | -9.9% | -$9.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.30万 | 0.14% | 2,554 | -6,915 | -73.0% | -$244.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $89.90万 | 0.14% | 6,297 | -518 | -7.6% | -$7.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $88.63万 | 0.14% | 6,669 | -21 | -0.3% | -$2,791 | 减仓 |
| UL | UNILEVER PLC | $86.03万 | 0.13% | 14,980 | -650 | -4.2% | -$3.73万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $85.33万 | 0.13% | 33,903 | -4,212 | -11.1% | -$10.60万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $84.85万 | 0.13% | 13,826 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $74.63万 | 0.12% | 9,264 | -135 | -1.4% | -$1.09万 | 减仓 |
| SDY | SPDR SERIES TRUST | $74.44万 | 0.12% | 5,057 | -4 | -0.1% | -$589 | 减仓 |
| APH | AMPHENOL CORP | $73.69万 | 0.11% | 4,975 | -17 | -0.3% | -$2,518 | 减仓 |
| NTR | NUTRIEN LTD | $72.44万 | 0.11% | 10,125 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $67.71万 | 0.11% | 4,350 | -232 | -5.1% | -$3.61万 | 减仓 |
| KO | COCA COLA CO | $65.49万 | 0.10% | 8,775 | -282 | -3.1% | -$2.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.10万 | 0.10% | 1,315 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $64.03万 | 0.10% | 2,207 | -275 | -11.1% | -$7.98万 | 减仓 |
| TSLA | TESLA INC | $63.50万 | 0.10% | 1,639 | 178 | 12.2% | $6.90万 | 加仓 |
| MDT | MEDTRONIC PLC | $63.14万 | 0.10% | 7,587 | -616 | -7.5% | -$5.13万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $60.81万 | 0.09% | 917 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $59.54万 | 0.09% | 1,083 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $50.17万 | 0.08% | 2,639 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $49.45万 | 0.08% | 1,479 | 479 | 47.9% | $16.02万 | 加仓 |
| TXN | TEXAS INSTRS INC | $46.66万 | 0.07% | 1,974 | -237 | -10.7% | -$5.60万 | 减仓 |
| BRO | BROWN & BROWN INC | $45.62万 | 0.07% | 6,721 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $45.51万 | 0.07% | 695 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $45.45万 | 0.07% | 4,948 | -704 | -12.5% | -$6.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.56万 | 0.07% | 627 | -240 | -27.7% | -$17.06万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $44.22万 | 0.07% | 17,060 | -1 | -0.0% | -$26 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $44.22万 | 0.07% | 7,888 | -343 | -4.2% | -$1.92万 | 减仓 |
| AFL | AFLAC INC | $42.58万 | 0.07% | 3,711 | -275 | -6.9% | -$3.16万 | 减仓 |
| D | DOMINION ENERGY INC | $41.61万 | 0.06% | 6,827 | 133 | 2.0% | $8,106 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $41.42万 | 0.06% | 4,298 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $39.11万 | 0.06% | 3,497 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $38.17万 | 0.06% | 3,018 | 34 | 1.1% | $4,300 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $38.05万 | 0.06% | 1,865 | -202 | -9.8% | -$4.12万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $36.46万 | 0.06% | 3,768 | -505 | -11.8% | -$4.89万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.95万 | 0.06% | 1,346 | -50 | -3.6% | -$1.34万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $35.81万 | 0.06% | 1,628 | -34 | -2.0% | -$7,479 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $35.70万 | 0.06% | 6,063 | -165 | -2.6% | -$9,716 | 减仓 |
| SBUX | STARBUCKS CORP | $35.66万 | 0.06% | 3,583 | -26,270 | -88.0% | -$261.44万 | 减仓 |
| MTB | M & T BK CORP | $35.44万 | 0.06% | 1,629 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $35.15万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $34.12万 | 0.05% | 4,518 | -170 | -3.6% | -$1.28万 | 减仓 |
| IEUR | ISHARES TR | $31.83万 | 0.05% | 4,281 | -198 | -4.4% | -$1.47万 | 减仓 |
| C | CITIGROUP INC | $31.04万 | 0.05% | 2,393 | -59 | -2.4% | -$7,654 | 减仓 |
| IVV | ISHARES TR | $30.95万 | 0.05% | 433 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.26万 | 0.05% | 6,581 | -763 | -10.4% | -$3.51万 | 减仓 |
| — | ISHARES ETHEREUM TR | $29.80万 | 0.05% | 16,435 | 16,435 | — | $29.80万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.79万 | 0.05% | 5,836 | 21 | 0.4% | $1,072 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.75万 | 0.05% | 7,884 | 500 | 6.8% | $1.89万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.51万 | 0.05% | 725 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $28.39万 | 0.04% | 1,660 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $28.12万 | 0.04% | 3,702 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $27.77万 | 0.04% | 372 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $27.66万 | 0.04% | 7,322 | -2,816 | -27.8% | -$10.64万 | 减仓 |
| IVW | ISHARES TR | $27.47万 | 0.04% | 2,128 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $27.01万 | 0.04% | 7,444 | -800 | -9.7% | -$2.90万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.74万 | 0.04% | 5,976 | -10,938 | -64.7% | -$48.95万 | 减仓 |
| INTC | INTEL CORP | $26.42万 | 0.04% | 4,048 | -1,643 | -28.9% | -$10.72万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $26.35万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $26.11万 | 0.04% | 3,092 | -119 | -3.7% | -$1.01万 | 减仓 |
| PAYX | PAYCHEX INC | $25.91万 | 0.04% | 2,773 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $25.80万 | 0.04% | 8,784 | -745 | -7.8% | -$2.19万 | 减仓 |
| GWW | WW GRAINGER INC | $25.51万 | 0.04% | 221 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $24.71万 | 0.04% | 1,417 | -165 | -10.4% | -$2.88万 | 减仓 |
| — | COTERRA ENERGY INC | $23.87万 | 0.04% | 7,250 | -325 | -4.3% | -$1.07万 | 减仓 |
| OEF | ISHARES TR | $23.46万 | 0.04% | 669 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $22.16万 | 0.03% | 3,400 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $21.41万 | 0.03% | 3,784 | -61 | -1.6% | -$3,452 | 减仓 |
| IWF | ISHARES TR | $21.31万 | 0.03% | 445 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.04万 | 0.03% | 632 | -159 | -20.1% | -$5.29万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $20.37万 | 0.03% | 1,016 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.21万 | 0.03% | 2,258 | 2,258 | — | $20.21万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.05万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $16.05万 | 0.03% | 12,250 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $13.53万 | 0.02% | 10,709 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $12.65万 | 0.02% | 31,000 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $4.48万 | 0.01% | 10,000 | 10,000 | — | $4.48万 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.77万 | 0.01% | 18,500 | 7,500 | 68.2% | $1.53万 | 加仓 |