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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC COM | $31.86万 | 0.23% | 2,052 | -4,968 | -70.8% | -$77.13万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $31.89万 | 0.23% | 1,179 | -377 | -24.2% | -$10.20万 | 减仓 |
| T | AT&T INC COM | $31.97万 | 0.23% | 11,029 | -10,676 | -49.2% | -$30.95万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $32.41万 | 0.23% | 362 | 87 | 31.6% | $7.79万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $33.04万 | 0.24% | 1,811 | -665 | -26.9% | -$12.13万 | 减仓 |
| CPA | COPA HOLDINGS SA CL A | $33.37万 | 0.24% | 2,937 | -141 | -4.6% | -$1.60万 | 减仓 |
| GM | GENERAL MTRS CO COM | $33.60万 | 0.24% | 4,510 | -2,300 | -33.8% | -$17.14万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $34.00万 | 0.25% | 15,698 | 190 | 1.2% | $4,115 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $34.15万 | 0.25% | 6,980 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $34.22万 | 0.25% | 392 | -137 | -25.9% | -$11.96万 | 减仓 |
| CAT | CATERPILLAR INC COM | $34.50万 | 0.25% | 487 | -524 | -51.8% | -$37.12万 | 减仓 |
| ORCL | ORACLE CORP COM | $34.62万 | 0.25% | 2,353 | -3,265 | -58.1% | -$48.03万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $34.82万 | 0.25% | 3,576 | 49 | 1.4% | $4,771 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $35.07万 | 0.25% | 3,771 | 193 | 5.4% | $1.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $35.21万 | 0.25% | 2,438 | -1,899 | -43.8% | -$27.43万 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $35.73万 | 0.26% | 3,799 | 435 | 12.9% | $4.09万 | 重新持有 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $37.84万 | 0.27% | 817 | -1,017 | -55.5% | -$47.11万 | 减仓 |
| SAN | BANCO SANTANDER SA ADR | $39.62万 | 0.29% | 35,120 | -520 | -1.5% | -$5,866 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $39.83万 | 0.29% | 2,409 | -679 | -22.0% | -$11.23万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $40.48万 | 0.29% | 2,926 | 554 | 23.4% | $7.66万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $40.71万 | 0.29% | 14,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $41.35万 | 0.30% | 4,452 | -671 | -13.1% | -$6.23万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $41.63万 | 0.30% | 2,111 | 8 | 0.4% | $1,479 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $42.54万 | 0.31% | 3,052 | -1,535 | -33.5% | -$21.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $43.08万 | 0.31% | 2,945 | -340 | -10.4% | -$4.97万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $43.32万 | 0.31% | 5,251 | 742 | 16.5% | $6.12万 | 加仓 |
| INTC | INTEL CORP COM | $43.70万 | 0.32% | 9,903 | -2,014 | -16.9% | -$8.89万 | 减仓 |
| HD | HOME DEPOT INC COM | $44.27万 | 0.32% | 1,346 | -947 | -41.3% | -$31.15万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $44.44万 | 0.32% | 2,148 | -844 | -28.2% | -$17.46万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $45.53万 | 0.33% | 6,899 | -488 | -6.6% | -$3.22万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $46.04万 | 0.33% | 7,731 | -239,306 | -96.9% | -$1,425.07万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $46.31万 | 0.33% | 1,768 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $46.96万 | 0.34% | 6,815 | 6,815 | — | $46.96万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $48.58万 | 0.35% | 4,284 | -931 | -17.9% | -$10.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $49.23万 | 0.36% | 2,420 | -36 | -1.5% | -$7,323 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $49.67万 | 0.36% | 9,189 | -12,518 | -57.7% | -$67.66万 | 减仓 |
| ABBV | ABBVIE INC COM | $50.20万 | 0.36% | 2,308 | -1,158 | -33.4% | -$25.19万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $51.82万 | 0.37% | 2,842 | 1,564 | 122.4% | $28.52万 | 加仓 |
| AMGN | AMGEN INC COM | $51.97万 | 0.38% | 1,477 | -600 | -28.9% | -$21.11万 | 减仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $52.06万 | 0.38% | 9,438 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $52.56万 | 0.38% | 10,470 | -3,625 | -25.7% | -$18.20万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $52.87万 | 0.38% | 4,457 | 2,515 | 129.5% | $29.83万 | 加仓 |
| CSCO | CISCO SYS INC COM | $52.99万 | 0.38% | 6,829 | -2,900 | -29.8% | -$22.50万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $53.59万 | 0.39% | 6,732 | -2,549 | -27.5% | -$20.29万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $55.51万 | 0.40% | 16,067 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $56.07万 | 0.40% | 572 | 572 | — | $56.07万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $56.34万 | 0.41% | 666 | 104 | 18.5% | $8.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $56.60万 | 0.41% | 568 | -56 | -9.0% | -$5.58万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $57.19万 | 0.41% | 7,294 | -10,714 | -59.5% | -$84.01万 | 减仓 |
| CLS | CELESTICA INC COM | $58.73万 | 0.42% | 2,085 | -125 | -5.7% | -$3.52万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $61.18万 | 0.44% | 992 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $61.30万 | 0.44% | 2,869 | -1,453 | -33.6% | -$31.04万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $61.45万 | 0.44% | 4,023 | 61 | 1.5% | $9,318 | 加仓 |
| MRK | MERCK & CO INC COM | $61.74万 | 0.45% | 5,133 | -2,379 | -31.7% | -$28.62万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $63.01万 | 0.45% | 9,331 | 1,791 | 23.8% | $12.09万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $63.61万 | 0.46% | 6,319 | 4,124 | 187.9% | $41.51万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $63.88万 | 0.46% | 978 | -21,483 | -95.6% | -$1,403.29万 | 减仓 |
| MCD | MCDONALDS CORP COM | $66.14万 | 0.48% | 2,128 | 373 | 21.3% | $11.59万 | 加仓 |
| NFLX | NETFLIX INC. COM | $70.26万 | 0.51% | 7,307 | -1,924 | -20.8% | -$18.50万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.52% | 1 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $72.18万 | 0.52% | 3,300 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $72.96万 | 0.53% | 2,412 | -1,144 | -32.2% | -$34.60万 | 减仓 |
| — | EXXON MOBIL CORP COM | $80.74万 | 0.58% | 4,759 | -3,197 | -40.2% | -$54.24万 | 减仓 |
| WULF | TERAWULF INC COM | $80.76万 | 0.58% | 55,970 | -25 | -0.0% | -$361 | 重新持有 |
| IWM | ISHARES RUSSELL 2000 ETF | $81.84万 | 0.59% | 3,300 | 0 | 0.0% | — | 重新持有 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $82.29万 | 0.59% | 623 | -40 | -6.0% | -$5.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $83.28万 | 0.60% | 2,465 | -421 | -14.6% | -$14.22万 | 减仓 |
| DFSE | DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $86.77万 | 0.63% | 20,479 | -2,048 | -9.1% | -$8.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $90.09万 | 0.65% | 1,803 | -666 | -27.0% | -$33.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $93.20万 | 0.67% | 1,945 | -1,377 | -41.5% | -$65.99万 | 减仓 |
| V | VISA INC COM CL A | $93.72万 | 0.68% | 3,101 | -1,785 | -36.5% | -$53.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $94.13万 | 0.68% | 3,851 | -2,669 | -40.9% | -$65.24万 | 减仓 |
| LLY | ELI LILLY & CO COM | $116.35万 | 0.84% | 1,265 | -541 | -30.0% | -$49.76万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $116.82万 | 0.84% | 3,418 | -272 | -7.4% | -$9.30万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $139.57万 | 1.01% | 18,954 | -4,787 | -20.2% | -$35.25万 | 减仓 |
| TSLA | TESLA INC COM | $163.38万 | 1.18% | 4,395 | -264 | -5.7% | -$9.81万 | 减仓 |
| WMT | WALMART INC COM | $163.90万 | 1.18% | 13,188 | 701 | 5.6% | $8.71万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $169.11万 | 1.22% | 26,390 | -520,903 | -95.2% | -$3,337.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $175.70万 | 1.27% | 5,973 | -3,521 | -37.1% | -$103.57万 | 减仓 |
| AVGO | BROADCOM INC COM | $182.95万 | 1.32% | 5,911 | -2,531 | -30.0% | -$78.34万 | 减仓 |
| META | META PLATFORMS INC CL A | $257.80万 | 1.86% | 4,506 | -1,941 | -30.1% | -$111.05万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $277.27万 | 2.00% | 33,507 | 3,830 | 12.9% | $31.69万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $323.18万 | 2.33% | 11,266 | -6,979 | -38.3% | -$200.20万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $348.54万 | 2.52% | 59,538 | -285,527 | -82.7% | -$1,671.48万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $380.47万 | 2.75% | 13,231 | -5,551 | -29.6% | -$159.62万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $443.87万 | 3.20% | 11,991 | -10,488 | -46.7% | -$388.23万 | 减仓 |
| AMZN | AMAZON COM INC COM | $451.88万 | 3.26% | 21,697 | -10,513 | -32.6% | -$218.95万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $558.65万 | 4.03% | 9,349 | 752 | 8.7% | $44.94万 | 加仓 |
| AAPL | APPLE INC COM | $659.63万 | 4.76% | 25,991 | -18,371 | -41.4% | -$466.24万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $675.54万 | 4.88% | 199,511 | -167,995 | -45.7% | -$568.83万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $710.95万 | 5.13% | 10,932 | -601 | -5.2% | -$39.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,637.95万 | 11.82% | 93,919 | -5,861 | -5.9% | -$102.22万 | 减仓 |