SEVEN MILE ADVISORY
TALLAHASSEE FL · SEC CIK 0001987932
$1.39亿2026Q1 申报市值
182持仓数
44.7%前十大占比 · 第一大 11.8%
25 / 107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
EQIX 新建仓+$56.07万
BBJP 新建仓+$46.96万
VOO 加仓+$44.94万
SGOV 加仓+$41.51万
VCIT 加仓+$31.69万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$3,337.96万
VMBS 清仓-$2,864.77万
OEF 清仓-$2,505.65万
DFIV 清仓-$2,354.81万
VTI 清仓-$2,313.35万
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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO COM | $0 | 0.00% | 0 | -431 | -100.0% | -$20.07万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | -567 | -100.0% | -$20.03万 | 清仓 |
| CCAP | CRESCENT CAP BDC INC COM | $0 | 0.00% | 0 | -13,242 | -100.0% | -$18.61万 | 清仓 |
| GBDC | GOLUB CAP BDC INC COM | $0 | 0.00% | 0 | -13,373 | -100.0% | -$18.15万 | 清仓 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $0 | 0.00% | 0 | -17,562 | -100.0% | -$17.68万 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -11,414 | -100.0% | -$14.98万 | 清仓 |
| TRTX | TPG RE FIN TR INC COM | $0 | 0.00% | 0 | -15,994 | -100.0% | -$13.77万 | 清仓 |
| GNW | GENWORTH FINL INC COM SHS | $0 | 0.00% | 0 | -11,864 | -100.0% | -$10.71万 | 清仓 |
| NMFC | NEW MTN FIN CORP COM | $0 | 0.00% | 0 | -10,630 | -100.0% | -$9.79万 | 清仓 |
| — | ARES COML REAL ESTATE CORP COM | $0 | 0.00% | 0 | -16,149 | -100.0% | -$7.72万 | 清仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP COM | $2.85万 | 0.02% | 10,173 | 10,173 | — | $2.85万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC COM | $3.39万 | 0.02% | 15,976 | 15,976 | — | $3.39万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC COM | $3.52万 | 0.03% | 14,434 | 0 | 0.0% | — | 重新持有 |
| ICL | ICL GROUP LTD SHS | $5.83万 | 0.04% | 11,303 | 231 | 2.1% | $1,191 | 加仓 |
| — | HAFNIA LTD SHS | $7.80万 | 0.06% | 10,268 | 10,268 | — | $7.80万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $8.54万 | 0.06% | 16,977 | 7 | 0.0% | $35 | 加仓 |
| — | CERAGON NETWORKS LTD ORD | $9.65万 | 0.07% | 44,672 | 44,672 | — | $9.65万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $11.93万 | 0.09% | 15,028 | -88 | -0.6% | -$699 | 减仓 |
| WU | WESTERN UN CO COM | $12.36万 | 0.09% | 14,162 | -5,646 | -28.5% | -$4.93万 | 减仓 |
| HUN | HUNTSMAN CORP COM | $16.44万 | 0.12% | 12,349 | 12,349 | — | $16.44万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $19.52万 | 0.14% | 13,050 | -24 | -0.2% | -$359 | 重新持有 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $20.00万 | 0.14% | 5,372 | 5,372 | — | $20.00万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC COM | $20.02万 | 0.14% | 5,021 | 5,021 | — | $20.02万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $20.06万 | 0.14% | 5,512 | 5,512 | — | $20.06万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $20.07万 | 0.14% | 3,637 | -854 | -19.0% | -$4.71万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $20.21万 | 0.15% | 48 | -17 | -26.2% | -$7.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $20.28万 | 0.15% | 600 | -358 | -37.4% | -$12.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $20.31万 | 0.15% | 336 | -158 | -32.0% | -$9.55万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $20.33万 | 0.15% | 519 | -256 | -33.0% | -$10.03万 | 减仓 |
| CI | THE CIGNA GROUP COM | $20.59万 | 0.15% | 772 | -255 | -24.8% | -$6.80万 | 减仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $20.81万 | 0.15% | 3,917 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $20.86万 | 0.15% | 270 | -58 | -17.7% | -$4.48万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $20.90万 | 0.15% | 752 | 31 | 4.3% | $8,614 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $21.02万 | 0.15% | 2,426 | -1,223 | -33.5% | -$10.60万 | 减仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $21.14万 | 0.15% | 7,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $21.29万 | 0.15% | 2,036 | 189 | 10.2% | $1.98万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $21.38万 | 0.15% | 14,232 | 605 | 4.4% | $9,087 | 加仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $21.44万 | 0.15% | 4,063 | 4,063 | — | $21.44万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $21.69万 | 0.16% | 1,094 | -128 | -10.5% | -$2.54万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $22.08万 | 0.16% | 1,045 | -302 | -22.4% | -$6.38万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP COM | $22.25万 | 0.16% | 3,821 | 3,821 | — | $22.25万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $22.33万 | 0.16% | 685 | -234 | -25.5% | -$7.63万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $22.36万 | 0.16% | 1,029 | -24,968 | -96.0% | -$542.43万 | 减仓 |
| INTU | INTUIT COM | $22.40万 | 0.16% | 518 | -144 | -21.8% | -$6.23万 | 减仓 |
| VICI | VICI PPTYS INC COM | $22.42万 | 0.16% | 8,205 | -2,076 | -20.2% | -$5.67万 | 重新持有 |
| NEM | NEWMONT CORP COM | $22.65万 | 0.16% | 2,092 | -1,912 | -47.8% | -$20.70万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $22.94万 | 0.17% | 721 | -79 | -9.9% | -$2.51万 | 减仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $23.30万 | 0.17% | 3,218 | 3,218 | — | $23.30万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $23.50万 | 0.17% | 1,339 | 1,339 | — | $23.50万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $23.54万 | 0.17% | 479 | -296 | -38.2% | -$14.55万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $23.73万 | 0.17% | 8,267 | -552 | -6.3% | -$1.58万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $23.87万 | 0.17% | 3,896 | 3,896 | — | $23.87万 | 新建仓 |
| SAP | SAP SE SPON ADR | $23.94万 | 0.17% | 1,398 | -34 | -2.4% | -$5,821 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $23.96万 | 0.17% | 14,118 | -219 | -1.5% | -$3,716 | 减仓 |
| GLD | SPDR Gold Shares | $23.97万 | 0.17% | 557 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $24.01万 | 0.17% | 2,024 | -1,318 | -39.4% | -$15.64万 | 减仓 |
| E | ENI SPA SPONSORED ADR | $24.20万 | 0.17% | 4,275 | 4,275 | — | $24.20万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $24.59万 | 0.18% | 2,703 | 2,703 | — | $24.59万 | 新建仓 |
| RTX | RTX CORPORATION COM | $24.79万 | 0.18% | 1,285 | -1,074 | -45.5% | -$20.72万 | 减仓 |
| TJX | TJX COS INC NEW COM | $24.96万 | 0.18% | 1,563 | -1,024 | -39.6% | -$16.35万 | 减仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $24.98万 | 0.18% | 4,201 | 632 | 17.7% | $3.76万 | 重新持有 |
| SD | SANDRIDGE ENERGY INC COM NEW | $25.16万 | 0.18% | 15,426 | 15,426 | — | $25.16万 | 新建仓 |
| CRM | SALESFORCE INC COM | $25.20万 | 0.18% | 1,350 | -605 | -30.9% | -$11.29万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $25.31万 | 0.18% | 636 | -437 | -40.7% | -$17.39万 | 减仓 |
| PFE | PFIZER INC COM | $25.38万 | 0.18% | 9,039 | -3,380 | -27.2% | -$9.49万 | 减仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $25.84万 | 0.19% | 2,444 | 2,444 | — | $25.84万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.88万 | 0.19% | 5,188 | 5,188 | — | $25.88万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $25.91万 | 0.19% | 562 | -96 | -14.6% | -$4.43万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $26.16万 | 0.19% | 21,640 | 21,640 | — | $26.16万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $26.21万 | 0.19% | 1,635 | -78 | -4.6% | -$1.25万 | 减仓 |
| KO | COCA COLA CO COM | $26.26万 | 0.19% | 3,453 | -2,391 | -40.9% | -$18.18万 | 减仓 |
| UBS | UBS GROUP AG SHS | $26.32万 | 0.19% | 6,737 | 303 | 4.7% | $1.18万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $26.33万 | 0.19% | 2,226 | 2,226 | — | $26.33万 | 新建仓 |
| VTV | Vanguard Value ETF | $26.55万 | 0.19% | 1,353 | -109,801 | -98.8% | -$2,154.30万 | 减仓 |
| — | TRI POINTE HOMES INC COM | $26.60万 | 0.19% | 5,693 | 5,693 | — | $26.60万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $26.80万 | 0.19% | 182 | -177 | -49.3% | -$26.06万 | 减仓 |
| QCOM | QUALCOMM INC COM | $26.90万 | 0.19% | 2,089 | -924 | -30.7% | -$11.90万 | 减仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $26.92万 | 0.19% | 4,210 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $26.96万 | 0.19% | 467 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $27.22万 | 0.20% | 2,217 | -160 | -6.7% | -$1.96万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $27.28万 | 0.20% | 1,405 | -250 | -15.1% | -$4.85万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $27.37万 | 0.20% | 1,328 | 64 | 5.1% | $1.32万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $27.44万 | 0.20% | 5,628 | -16,268 | -74.3% | -$79.30万 | 减仓 |
| ECVT | ECOVYST INC COM | $28.11万 | 0.20% | 21,856 | 21,856 | — | $28.11万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $28.24万 | 0.20% | 995 | -782 | -44.0% | -$22.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $28.35万 | 0.20% | 1,169 | -2,175 | -65.0% | -$52.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $28.61万 | 0.21% | 2,787 | -1,839 | -39.8% | -$18.88万 | 减仓 |
| APH | AMPHENOL CORP CL A | $28.62万 | 0.21% | 2,265 | -281 | -11.0% | -$3.55万 | 减仓 |
| EME | EMCOR GROUP INC COM | $29.31万 | 0.21% | 397 | -172 | -30.2% | -$12.70万 | 减仓 |
| ARKK | ARK INNOVATION ETF | $29.32万 | 0.21% | 4,338 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $29.40万 | 0.21% | 673 | -1,405 | -67.6% | -$61.37万 | 减仓 |
| LIN | LINDE PLC SHS | $29.40万 | 0.21% | 593 | -332 | -35.9% | -$16.46万 | 减仓 |
| PSX | PHILLIPS 66 COM | $29.57万 | 0.21% | 1,623 | -529 | -24.6% | -$9.64万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $29.69万 | 0.21% | 1,804 | -1,558 | -46.3% | -$25.64万 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $29.76万 | 0.21% | 8,641 | 46 | 0.5% | $1,584 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $30.05万 | 0.22% | 1,516 | -15 | -1.0% | -$2,974 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $30.41万 | 0.22% | 681 | -97 | -12.5% | -$4.33万 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $30.55万 | 0.22% | 6,750 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $30.67万 | 0.22% | 4,093 | 25 | 0.6% | $1,873 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $30.97万 | 0.22% | 4,013 | 4,013 | — | $30.97万 | 新建仓 |