13F 机构持仓

SevenBridge Financial Group, LLC

HARRISBURG PA · SEC CIK 0001673954

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DRSK 5.5%
AAPL 4.9%
GOOGL 3.9%
MSFT 3.5%
NVDA 3.1%
AMZN 2.8%
JPM 2.1%
TSM 2.1%
AMAT 1.8%
JNJ 1.7%

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
IEI ISHARES TR $132.59万0.20%11,376 -3,726-24.7% -$43.43万 减仓
PM PHILIP MORRIS INTL INC $132.55万0.19%6,992 -180-2.5% -$3.41万 减仓
FDX FEDEX CORP $126.23万0.19%3,962 -100-2.5% -$3.19万 减仓
MCD MCDONALDS CORP $126.01万0.19%4,591 -253-5.2% -$6.94万 减仓
EOG EOG RES INC $125.05万0.18%9,281 530.6% $7,141 加仓
ETN EATON CORP PLC $124.96万0.18%2,785 -101-3.5% -$4.53万 减仓
COP CONOCOPHILLIPS $122.49万0.18%10,415 00.0% — 不变
TGT TARGET CORP $122.25万0.18%8,166 -330-3.9% -$4.94万 减仓
VCIT VANGUARD SCOTTSDALE FDS $121.51万0.18%14,924 -1,018-6.4% -$8.29万 减仓
DIS DISNEY WALT CO $120.86万0.18%11,520 -3,228-21.9% -$33.87万 减仓
SCHF SCHWAB STRATEGIC TR $115.21万0.17%40,811 -893-2.1% -$2.52万 减仓
NVS NOVARTIS AG $113.61万0.17%7,267 -457-5.9% -$7.14万 减仓
MU MICRON TECHNOLOGY INC $109.26万0.16%1,245 -70-5.3% -$6.14万 减仓
CVX CHEVRON CORPORATION $106.44万0.16%5,705 551.0% $1.03万 加仓
SCHG SCHWAB STRATEGIC TR $106.23万0.16%29,690 -1,537-4.9% -$5.50万 减仓
ADI ANALOG DEVICES INC $101.97万0.15%2,615 712.8% $2.77万 加仓
SCCO SOUTHERN COPPER CORP $101.78万0.15%5,113 440.9% $8,759 加仓
NFLX NETFLIX INC. $97.72万0.14%13,180 -1,120-7.8% -$8.30万 减仓
EMR EMERSON ELEC CO $97.68万0.14%6,172 -125-2.0% -$1.98万 减仓
UNH UNITEDHEALTH GROUP INC $96.45万0.14%2,369 -185-7.2% -$7.53万 减仓
UL UNILEVER PLC $92.82万0.14%14,743 -237-1.6% -$1.49万 减仓
GILD GILEAD SCIENCES INC $87.65万0.13%6,580 -89-1.3% -$1.19万 减仓
BHP BHP BILLITON LIMITED $83.76万0.12%9,264 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $83.33万0.12%1,519 00.0% — 不变
PFE PFIZER INC $82.50万0.12%30,831 -6,932-18.4% -$18.55万 减仓
APH AMPHENOL CORP $82.48万0.12%4,875 -100-2.0% -$1.69万 减仓
HYMB SPDR SERIES TRUST $81.92万0.12%32,795 -1,108-3.3% -$2.77万 减仓
SDY SPDR SERIES TRUST $78.58万0.12%4,979 -78-1.5% -$1.23万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $76.88万0.11%13,351 -2,416-15.3% -$13.91万 减仓
KO COCA COLA CO $76.79万0.11%8,821 460.5% $4,004 加仓
TPL TEXAS PACIFIC LAND CORPORATI $73.89万0.11%2,169 00.0% — 不变
BDX BECTON DICKINSON & CO $73.51万0.11%4,157 -193-4.4% -$3.41万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $69.54万0.10%13,826 00.0% — 不变
NTR NUTRIEN LTD $66.55万0.10%10,330 2052.0% $1.32万 加仓
TEL TE CONNECTIVITY PLC $66.41万0.10%3,070 3,070— $66.41万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $65.03万0.10%917 00.0% — 不变
VMC VULCAN MATLS CO $61.78万0.09%2,170 -37-1.7% -$1.05万 减仓
POET POET TECHNOLOGIES INC $60.92万0.09%68,375 -5,000-6.8% -$4.45万 减仓
WAT WATERS CORP $59.48万0.09%1,462 -17-1.1% -$6,917 减仓
MDT MEDTRONIC PLC $55.84万0.08%6,406 -1,181-15.6% -$10.29万 减仓
HUBB HUBBELL INC $55.67万0.08%1,083 00.0% — 不变
TSLA TESLA INC $54.49万0.08%1,658 191.2% $6,244 加仓
TXN TEXAS INSTRS INC $53.74万0.08%1,878 -96-4.9% -$2.75万 减仓
QQQ INVESCO QQQ TR $49.21万0.07%681 -14-2.0% -$1.01万 减仓
RYAN RYAN SPECIALTY HOLDINGS INC $48.83万0.07%11,399 3,95553.1% $16.94万 加仓
BRO BROWN & BROWN INC $48.01万0.07%6,721 00.0% — 不变
ACN ACCENTURE PLC IRELAND $47.50万0.07%2,703 642.4% $1.12万 加仓
SPY STATE STR SPDR S&P 500 ETF T $47.36万0.07%613 -14-2.2% -$1.08万 减仓
MDLZ MONDELEZ INTL INC $47.07万0.07%7,518 -370-4.7% -$2.32万 减仓
AFL AFLAC INC $46.24万0.07%3,711 00.0% — 不变
D DOMINION ENERGY INC $46.01万0.07%6,827 00.0% — 不变
SO SOUTHERN CO $45.17万0.07%4,873 -75-1.5% -$6,951 减仓
VLO VALERO ENERGY CORP $44.75万0.07%1,500 00.0% — 不变
CVE CENOVUS ENERGY INC $43.96万0.06%15,560 -1,500-8.8% -$4.24万 减仓
KMB KIMBERLY-CLARK CORP $40.09万0.06%3,655 -113-3.0% -$1.24万 减仓
ITW ILLINOIS TOOL WKS INC $39.93万0.06%1,346 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $39.90万0.06%4,298 00.0% — 不变
MTB M & T BK CORP $39.70万0.06%1,585 -44-2.7% -$1.10万 减仓
INTC INTEL CORP $38.05万0.06%3,743 -305-7.5% -$3.10万 减仓
NEM NEWMONT CORP $37.93万0.06%3,357 -140-4.0% -$1.58万 减仓
SYY SYSCO CORP $37.45万0.06%4,443 -75-1.7% -$6,321 减仓
SNOW SNOWFLAKE INC $36.68万0.05%1,110 -668-37.6% -$22.08万 重新持有
JEPQ J P MORGAN EXCHANGE TRADED F $36.22万0.05%6,063 00.0% — 不变
SBUX STARBUCKS CORP $35.26万0.05%3,340 -243-6.8% -$2.57万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $35.22万0.05%1,628 00.0% — 不变
IEUR ISHARES TR $33.53万0.05%4,281 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $33.45万0.05%3,702 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $33.31万0.05%5,856 200.3% $1,138 加仓
AEM AGNICO EAGLE MINES LTD $33.31万0.05%1,863 -2-0.1% -$358 减仓
PAYX PAYCHEX INC $33.29万0.05%2,773 00.0% — 不变
IVV ISHARES TR $33.10万0.05%426 -7-1.6% -$5,438 减仓
VOOG VANGUARD ADMIRAL FDS INC $32.24万0.05%3,774 -18,870-83.3% -$161.19万 减仓
ROK ROCKWELL AUTOMATION INC $31.98万0.05%725 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $30.86万0.05%6,559 -22-0.3% -$1,035 减仓
XLI SELECT SECTOR SPDR TR $30.74万0.05%1,660 00.0% — 不变
C CITIGROUP INC $30.62万0.05%2,268 -125-5.2% -$1.69万 减仓
IVW ISHARES TR $30.24万0.04%2,128 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $29.76万0.04%7,884 00.0% — 不变
VOO VANGUARD INDEX FDS $29.35万0.04%413 102.5% $7,107 加仓
CCJ CAMECO CORP $29.02万0.04%2,980 -38-1.3% -$3,701 减仓
GWW WW GRAINGER INC $28.23万0.04%221 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $28.16万0.04%359 -13-3.5% -$1.02万 减仓
SMMD ISHARES TR $28.10万0.04%3,036 -56-1.8% -$5,183 减仓
IBB ISHARES TR $28.02万0.04%1,417 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $26.81万0.04%1,852 1,852— $26.81万 新建仓
PPL PPL CORP $25.96万0.04%7,322 00.0% — 不变
OEF ISHARES TR $25.55万0.04%667 -2-0.3% -$766 减仓
VEA VANGUARD TAX-MANAGED FDS $24.72万0.04%3,391 3,391— $24.72万 新建仓
USB US BANCORP $23.87万0.04%3,733 -51-1.3% -$3,261 减仓
— ISHARES ETHEREUM TR $23.78万0.03%16,435 00.0% — 不变
CAH CARDINAL HEALTH INC $23.64万0.03%1,000 00.0% — 不变
GE GE AEROSPACE $23.46万0.03%634 634— $23.46万 新建仓
MO ALTRIA GROUP INC $23.24万0.03%3,400 00.0% — 不变
IWF ISHARES TR $22.18万0.03%1,780 00.0% — 不变
CL COLGATE PALMOLIVE CO $22.06万0.03%2,365 00.0% — 重新持有
VTV VANGUARD INDEX FDS $21.96万0.03%979 979— $21.96万 新建仓
DVN DEVON ENERGY CORP NEW $21.81万0.03%5,074 5,074— $21.81万 新建仓
IXN ISHARES TR $21.65万0.03%1,537 1,537— $21.65万 新建仓
AXP AMERICAN EXPRESS CO $21.55万0.03%632 00.0% — 不变
BAX BAXTER INTL INC $21.35万0.03%7,750 7,750— $21.35万 新建仓