Seven Springs Wealth Group, LLC
BRENTWOOD TN · SEC CIK 0001803898
$4.58亿2026Q2 申报市值
85持仓数
72.9%前十大占比 · 第一大 19.6%
5 / 2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
DGRO 加仓+$303.93万
FNDE 加仓+$151.45万
FNDF 加仓+$124.14万
IUSG 加仓+$116.35万
FNDA 加仓+$102.44万
2026Q2 卖出最多 按季末市值估算
ISTB 减仓-$1,023.67万
GOOGL 减仓-$43.63万
VCLT 减仓-$33.49万
VGSH 清仓-$27.45万
ACN 清仓-$24.87万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,689 | -100.0% | -$27.45万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,254 | -100.0% | -$24.87万 | 清仓 |
| MCD | MCDONALDS CORP | $20.19万 | 0.04% | 747 | 12 | 1.6% | $3,244 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.32万 | 0.04% | 1,123 | 1,123 | — | $20.32万 | 新建仓 |
| HDV | ISHARES TR | $20.56万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| CFA | VICTORY PORTFOLIOS II | $22.50万 | 0.05% | 2,277 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $23.24万 | 0.05% | 1,024 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $23.37万 | 0.05% | 714 | 714 | — | $23.37万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $23.81万 | 0.05% | 880 | -171 | -16.3% | -$4.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $25.28万 | 0.06% | 219 | 219 | — | $25.28万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $26.14万 | 0.06% | 350 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.54万 | 0.06% | 1,811 | -208 | -10.3% | -$3.05万 | 减仓 |
| ITOT | ISHARES TR | $27.35万 | 0.06% | 1,665 | -10 | -0.6% | -$1,642 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $27.69万 | 0.06% | 1,745 | -120 | -6.4% | -$1.90万 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.88万 | 0.06% | 3,285 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $28.97万 | 0.06% | 9,541 | 9,541 | — | $28.97万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.39万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $31.41万 | 0.07% | 1,700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $33.37万 | 0.07% | 2,946 | 472 | 19.1% | $5.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $33.66万 | 0.07% | 2,664 | -163 | -5.8% | -$2.06万 | 减仓 |
| DLN | WISDOMTREE TR | $34.68万 | 0.08% | 3,600 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $36.57万 | 0.08% | 32,794 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $36.95万 | 0.08% | 712 | 5 | 0.7% | $2,595 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.78万 | 0.08% | 495 | 0 | 0.0% | — | 重新持有 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $38.54万 | 0.08% | 29,622 | -7,616 | -20.5% | -$9.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $39.62万 | 0.09% | 3,378 | -203 | -5.7% | -$2.38万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $40.85万 | 0.09% | 3,813 | -214 | -5.3% | -$2.29万 | 减仓 |
| NET | CLOUDFLARE INC | $42.02万 | 0.09% | 1,713 | -156 | -8.3% | -$3.83万 | 减仓 |
| MMM | 3M CO | $42.63万 | 0.09% | 2,633 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.29万 | 0.10% | 905 | 70 | 8.4% | $3.50万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $46.22万 | 0.10% | 5,091 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.04万 | 0.10% | 5,911 | 27 | 0.5% | $2,194 | 加仓 |
| VV | VANGUARD INDEX FDS | $48.15万 | 0.11% | 1,400 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $50.68万 | 0.11% | 1,205 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $52.03万 | 0.11% | 2,809 | -75 | -2.6% | -$1.39万 | 减仓 |
| GEV | GE VERNOVA INC | $52.52万 | 0.11% | 447 | 120 | 36.7% | $14.10万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.70万 | 0.12% | 27,563 | 0 | 0.0% | — | 不变 |
| AIS | TIDAL TRUST III | $53.84万 | 0.12% | 6,311 | 6,311 | — | $53.84万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $54.71万 | 0.12% | 10,206 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $57.64万 | 0.13% | 12,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.13万 | 0.13% | 4,325 | 15 | 0.3% | $2,051 | 加仓 |
| LRCX | LAM RESEARCH CORP | $60.67万 | 0.13% | 1,400 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $65.36万 | 0.14% | 2,403 | 6 | 0.3% | $1,632 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.74万 | 0.14% | 7,850 | -163 | -2.0% | -$1.37万 | 减仓 |
| PEP | PEPSICO INC | $67.67万 | 0.15% | 4,998 | 77 | 1.6% | $1.04万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $71.51万 | 0.16% | 1,834 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $72.35万 | 0.16% | 1,936 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $80.11万 | 0.17% | 8,295 | 474 | 6.1% | $4.58万 | 加仓 |
| CMI | CUMMINS INC | $96.35万 | 0.21% | 1,351 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $104.76万 | 0.23% | 4,125 | -43 | -1.0% | -$1.09万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $107.70万 | 0.24% | 29,211 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $116.84万 | 0.26% | 2,708 | -160 | -5.6% | -$6.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.82万 | 0.26% | 3,239 | 65 | 2.0% | $2.42万 | 加仓 |
| SDY | SPDR SERIES TRUST | $127.71万 | 0.28% | 8,392 | 200 | 2.4% | $3.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $130.30万 | 0.28% | 6,512 | -13 | -0.2% | -$2,601 | 减仓 |
| HD | HOME DEPOT INC | $132.31万 | 0.29% | 3,752 | -39 | -1.0% | -$1.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $141.59万 | 0.31% | 3,826 | 68 | 1.8% | $2.52万 | 加仓 |
| GOOG | ALPHABET INC | $142.17万 | 0.31% | 4,024 | 25 | 0.6% | $8,833 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $156.42万 | 0.34% | 21,236 | 3,613 | 20.5% | $26.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $187.04万 | 0.41% | 6,171 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $190.18万 | 0.42% | 47,296 | -425 | -0.9% | -$1.71万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $203.03万 | 0.44% | 37,585 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $362.45万 | 0.79% | 19,024 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $384.06万 | 0.84% | 79,814 | -492 | -0.6% | -$2.37万 | 减仓 |
| AAPL | APPLE INC | $415.66万 | 0.91% | 14,365 | 379 | 2.7% | $10.97万 | 加仓 |
| — | WELLS FARGO & CO | $419.76万 | 0.92% | 3,628 | 279 | 8.3% | $32.28万 | 加仓 |
| — | BANK OF AMER CORP | $457.14万 | 1.00% | 3,644 | 266 | 7.9% | $33.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $468.42万 | 1.02% | 110,632 | 7,018 | 6.8% | $29.71万 | 加仓 |
| AMZN | AMAZON COM INC | $473.06万 | 1.03% | 19,848 | -906 | -4.4% | -$21.59万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $538.30万 | 1.18% | 42,526 | 3,326 | 8.5% | $42.10万 | 加仓 |
| IVV | ISHARES TR | $604.98万 | 1.32% | 8,078 | -47 | -0.6% | -$3.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $643.01万 | 1.40% | 27,175 | -400 | -1.5% | -$9.46万 | 减仓 |
| GOOGL | ALPHABET INC | $723.64万 | 1.58% | 20,249 | -1,221 | -5.7% | -$43.63万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $848.52万 | 1.85% | 142,154 | -385 | -0.3% | -$2.30万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $883.41万 | 1.93% | 175,316 | -610 | -0.3% | -$3.07万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,149.27万 | 2.51% | 152,727 | -4,451 | -2.8% | -$33.49万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,291.76万 | 2.82% | 125,353 | 6,147 | 5.2% | $63.34万 | 加仓 |
| IUSG | ISHARES TR | $1,359.97万 | 2.97% | 72,304 | 6,186 | 9.4% | $116.35万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $2,278.33万 | 4.97% | 598,617 | 26,915 | 4.7% | $102.44万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,387.55万 | 5.21% | 601,701 | 38,167 | 6.8% | $151.45万 | 加仓 |
| IBDX | ISHARES TR | $2,682.40万 | 5.86% | 1,064,868 | 3,318 | 0.3% | $8.36万 | 加仓 |
| IBDU | ISHARES TR | $2,691.04万 | 5.87% | 1,161,935 | -2,683 | -0.2% | -$6.21万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,793.06万 | 6.10% | 529,390 | 23,529 | 4.7% | $124.14万 | 加仓 |
| CI | THE CIGNA GROUP | $3,425.21万 | 7.48% | 124,246 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $5,520.80万 | 12.05% | 1,144,207 | -212,159 | -15.6% | -$1,023.67万 | 减仓 |
| DGRO | ISHARES TR | $8,971.77万 | 19.59% | 1,183,767 | 40,102 | 3.5% | $303.93万 | 加仓 |