Seven Springs Wealth Group, LLC
BRENTWOOD TN · SEC CIK 0001803898
$4.32亿2026Q1 申报市值
81持仓数
74.3%前十大占比 · 第一大 18.6%
5 / 6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
ISTB 新建仓+$6,572.95万
VCLT 新建仓+$1,174.43万
FNDE 加仓+$420.18万
FNDA 加仓+$329.93万
FNDF 加仓+$243.31万
2026Q1 卖出最多 按季末市值估算
IGV 清仓-$983.71万
SCHC 减仓-$44.94万
FNDX 清仓-$37.52万
SCHX 清仓-$28.37万
CRM 清仓-$23.82万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $0 | 0.00% | 0 | -93,075 | -100.0% | -$983.71万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,790 | -100.0% | -$37.52万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,542 | -100.0% | -$28.37万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -899 | -100.0% | -$23.82万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -354 | -100.0% | -$22.22万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,151 | -100.0% | -$20.46万 | 清仓 |
| WELL | WELLTOWER INC | $20.25万 | 0.05% | 1,024 | 1,024 | — | $20.25万 | 新建仓 |
| HDV | ISHARES TR | $20.36万 | 0.05% | 1,500 | 1,500 | — | $20.36万 | 新建仓 |
| CFA | VICTORY PORTFOLIOS II | $20.83万 | 0.05% | 2,277 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.89万 | 0.05% | 1,700 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.76万 | 0.05% | 350 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.84万 | 0.05% | 735 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $23.85万 | 0.06% | 1,675 | 10 | 0.6% | $1,424 | 加仓 |
| MGK | VANGUARD WORLD FD | $24.14万 | 0.06% | 657 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.87万 | 0.06% | 1,254 | -1,038 | -45.3% | -$20.58万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $25.75万 | 0.06% | 1,051 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $27.34万 | 0.06% | 1,865 | -1,312 | -41.3% | -$19.24万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.45万 | 0.06% | 4,689 | -1,645 | -26.0% | -$9.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.66万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.54万 | 0.07% | 327 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.70万 | 0.07% | 2,019 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $29.91万 | 0.07% | 1,400 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $30.75万 | 0.07% | 2,474 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $32.16万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $35.05万 | 0.08% | 707 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $38.24万 | 0.09% | 2,633 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $38.56万 | 0.09% | 1,869 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $39.02万 | 0.09% | 3,581 | 1 | 0.0% | $109 | 加仓 |
| GILD | GILEAD SCIENCES INC | $39.40万 | 0.09% | 2,827 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.01万 | 0.09% | 835 | -120 | -12.6% | -$5.75万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $40.25万 | 0.09% | 5,091 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $41.03万 | 0.09% | 32,794 | 32,794 | — | $41.03万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $41.84万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $44.65万 | 0.10% | 4,027 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $44.75万 | 0.10% | 5,884 | -328 | -5.3% | -$2.49万 | 减仓 |
| TSLA | TESLA INC | $44.80万 | 0.10% | 1,205 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $46.65万 | 0.11% | 2,884 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $47.07万 | 0.11% | 2,868 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $50.39万 | 0.12% | 10,206 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $53.20万 | 0.12% | 27,563 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $54.94万 | 0.13% | 1,936 | -51 | -2.6% | -$1.45万 | 减仓 |
| FAST | FASTENAL CO | $55.68万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $58.16万 | 0.13% | 2,397 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.18万 | 0.14% | 8,013 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $61.85万 | 0.14% | 37,238 | -252 | -0.7% | -$4,186 | 减仓 |
| IEFA | ISHARES TR | $70.80万 | 0.16% | 7,821 | -93 | -1.2% | -$8,419 | 减仓 |
| CMI | CUMMINS INC | $72.69万 | 0.17% | 1,351 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $73.12万 | 0.17% | 4,310 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $76.42万 | 0.18% | 4,921 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $86.79万 | 0.20% | 1,834 | -50 | -2.7% | -$2.37万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $90.44万 | 0.21% | 29,211 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $101.88万 | 0.24% | 4,168 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $113.80万 | 0.26% | 6,525 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $114.71万 | 0.27% | 3,999 | -140 | -3.4% | -$4.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $117.49万 | 0.27% | 3,174 | -57 | -1.8% | -$2.11万 | 减仓 |
| SDY | SPDR SERIES TRUST | $119.55万 | 0.28% | 8,192 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $120.57万 | 0.28% | 3,758 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $124.67万 | 0.29% | 3,791 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $130.30万 | 0.30% | 17,623 | 6,716 | 61.6% | $49.66万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $161.58万 | 0.37% | 47,721 | -89 | -0.2% | -$3,014 | 减仓 |
| VB | VANGUARD INDEX FDS | $161.62万 | 0.37% | 6,171 | -163 | -2.6% | -$4.27万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $198.37万 | 0.46% | 37,585 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $252.83万 | 0.58% | 19,024 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $354.95万 | 0.82% | 13,986 | -25 | -0.2% | -$6,345 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $375.35万 | 0.87% | 80,306 | -9,615 | -10.7% | -$44.94万 | 减仓 |
| — | WELLS FARGO & CO | $386.81万 | 0.89% | 3,349 | 193 | 6.1% | $22.29万 | 加仓 |
| — | BANK AMERICA CORP | $402.51万 | 0.93% | 3,378 | 195 | 6.1% | $23.24万 | 加仓 |
| AMZN | AMAZON COM INC | $432.24万 | 1.00% | 20,754 | -543 | -2.5% | -$11.31万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $513.28万 | 1.19% | 39,200 | 1,926 | 5.2% | $25.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $520.14万 | 1.20% | 103,614 | 4,870 | 4.9% | $24.45万 | 加仓 |
| IVV | ISHARES TR | $530.75万 | 1.23% | 8,125 | -10 | -0.1% | -$6,532 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $593.02万 | 1.37% | 27,575 | -72 | -0.3% | -$1.55万 | 减仓 |
| GOOGL | ALPHABET INC | $617.39万 | 1.43% | 21,470 | -611 | -2.8% | -$17.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $770.42万 | 1.78% | 142,539 | -228 | -0.2% | -$1.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $803.10万 | 1.86% | 175,926 | -575 | -0.3% | -$2.62万 | 减仓 |
| IUSG | ISHARES TR | $1,025.55万 | 2.37% | 66,118 | 9,004 | 15.8% | $139.66万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,174.43万 | 2.72% | 157,178 | 157,178 | — | $1,174.43万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,190.39万 | 2.75% | 119,206 | 4,838 | 4.2% | $48.31万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,854.03万 | 4.29% | 571,702 | 101,735 | 21.6% | $329.93万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,156.08万 | 4.99% | 563,534 | 109,823 | 24.2% | $420.18万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,475.18万 | 5.72% | 505,861 | 49,726 | 10.9% | $243.31万 | 加仓 |
| IBDX | ISHARES TR | $2,682.54万 | 6.20% | 1,061,550 | 31,635 | 3.1% | $79.94万 | 加仓 |
| IBDU | ISHARES TR | $2,708.90万 | 6.26% | 1,164,618 | 15,072 | 1.3% | $35.06万 | 加仓 |
| CI | THE CIGNA GROUP | $3,314.26万 | 7.66% | 124,246 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $6,572.95万 | 15.20% | 1,356,366 | 1,356,366 | — | $6,572.95万 | 新建仓 |
| DGRO | ISHARES TR | $8,026.24万 | 18.56% | 1,143,665 | 7,582 | 0.7% | $53.21万 | 加仓 |