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 |
|---|---|---|---|---|---|---|---|---|
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -608,490 | -100.0% | -$2,864.77万 | 清仓 |
| OEF | ISHARES S&P 100 ETF | $0 | 0.00% | 0 | -73,057 | -100.0% | -$2,505.65万 | 清仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $0 | 0.00% | 0 | -471,905 | -100.0% | -$2,354.81万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -69,000 | -100.0% | -$2,313.35万 | 清仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -187,941 | -100.0% | -$1,807.25万 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -638,315 | -100.0% | -$1,469.72万 | 清仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -275,386 | -100.0% | -$1,258.24万 | 清仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -294,510 | -100.0% | -$1,119.14万 | 清仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -106,387 | -100.0% | -$1,084.93万 | 清仓 |
| — | SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C | $0 | 0.00% | 0 | -381,194 | -100.0% | -$942.31万 | 清仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -101,043 | -100.0% | -$903.63万 | 清仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $0 | 0.00% | 0 | -188,225 | -100.0% | -$880.89万 | 清仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $0 | 0.00% | 0 | -163,232 | -100.0% | -$849.78万 | 清仓 |
| PRF | INVESCO RAFI US 1000 ETF | $0 | 0.00% | 0 | -166,905 | -100.0% | -$783.12万 | 清仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $0 | 0.00% | 0 | -145,345 | -100.0% | -$735.16万 | 清仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -184,914 | -100.0% | -$608.18万 | 清仓 |
| BRW | SABA CAPITAL INCOME & OPRNT FD SHS NEW | $0 | 0.00% | 0 | -816,075 | -100.0% | -$572.07万 | 清仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $0 | 0.00% | 0 | -93,119 | -100.0% | -$533.01万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $0 | 0.00% | 0 | -24,056 | -100.0% | -$505.99万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $0 | 0.00% | 0 | -466,238 | -100.0% | -$422.41万 | 清仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $0 | 0.00% | 0 | -72,296 | -100.0% | -$382.30万 | 清仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP FD COM | $0 | 0.00% | 0 | -229,858 | -100.0% | -$378.12万 | 清仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -80,218 | -100.0% | -$363.55万 | 清仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -31,422 | -100.0% | -$336.56万 | 清仓 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -66,526 | -100.0% | -$320.46万 | 清仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $0 | 0.00% | 0 | -20,237 | -100.0% | -$230.14万 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $0 | 0.00% | 0 | -244,179 | -100.0% | -$201.45万 | 清仓 |
| — | SPECIAL OPPORTUNITIES FD INC COM | $0 | 0.00% | 0 | -108,416 | -100.0% | -$159.26万 | 清仓 |
| — | DTF TAX-FREE INCOME 2028 TERM COM | $0 | 0.00% | 0 | -126,477 | -100.0% | -$144.44万 | 清仓 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -28,272 | -100.0% | -$140.50万 | 清仓 |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -18,381 | -100.0% | -$138.91万 | 清仓 |
| EPS | WISDOMTREE U.S. LARGECAP FUND | $0 | 0.00% | 0 | -19,241 | -100.0% | -$136.34万 | 清仓 |
| IVE | iShares S&P 500 Value ETF | $0 | 0.00% | 0 | -5,397 | -100.0% | -$114.45万 | 清仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $0 | 0.00% | 0 | -7,662 | -100.0% | -$104.76万 | 清仓 |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | $0 | 0.00% | 0 | -43,303 | -100.0% | -$98.82万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -1,744 | -100.0% | -$91.15万 | 清仓 |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $0 | 0.00% | 0 | -5,949 | -100.0% | -$88.45万 | 清仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -26,450 | -100.0% | -$79.88万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSI | TCW STRATEGIC INCOME FD INC COM | $0 | 0.00% | 0 | -114,997 | -100.0% | -$56.81万 | 清仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR SHS | $0 | 0.00% | 0 | -34,768 | -100.0% | -$56.74万 | 清仓 |
| — | NUVEEN MULTI-MKT INCOME FD INC COM | $0 | 0.00% | 0 | -88,748 | -100.0% | -$53.60万 | 清仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | $0 | 0.00% | 0 | -41,411 | -100.0% | -$53.38万 | 清仓 |
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -3,067 | -100.0% | -$47.27万 | 清仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $0 | 0.00% | 0 | -582 | -100.0% | -$43.90万 | 清仓 |
| DIS | DISNEY WALT CO COM | $0 | 0.00% | 0 | -3,675 | -100.0% | -$41.81万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -1,085 | -100.0% | -$37.98万 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -3,661 | -100.0% | -$34.27万 | 清仓 |
| — | GDL FD COM SH BEN IT | $0 | 0.00% | 0 | -39,954 | -100.0% | -$33.84万 | 清仓 |
| KTF | DWS MUN INCOME TR NEW COM | $0 | 0.00% | 0 | -36,209 | -100.0% | -$32.91万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -3,819 | -100.0% | -$32.67万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -3,420 | -100.0% | -$32.61万 | 清仓 |
| DHR | DANAHER CORPORATION COM | $0 | 0.00% | 0 | -1,339 | -100.0% | -$30.66万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $0 | 0.00% | 0 | -2,608 | -100.0% | -$29.50万 | 清仓 |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $0 | 0.00% | 0 | -3,636 | -100.0% | -$29.32万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -1,934 | -100.0% | -$29.25万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAL | UNITED AIRLS HLDGS INC COM | $0 | 0.00% | 0 | -2,541 | -100.0% | -$28.41万 | 清仓 |
| IDXX | IDEXX LABS INC COM | $0 | 0.00% | 0 | -419 | -100.0% | -$28.35万 | 清仓 |
| CRH | CRH PLC ORD | $0 | 0.00% | 0 | -2,271 | -100.0% | -$28.34万 | 清仓 |
| LADR | LADDER CAP CORP CL A | $0 | 0.00% | 0 | -25,719 | -100.0% | -$28.27万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -3,429 | -100.0% | -$28.02万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP COM | $0 | 0.00% | 0 | -2,731 | -100.0% | -$27.28万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -917 | -100.0% | -$27.14万 | 清仓 |
| CVS | CVS HEALTH CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HWM | HOWMET AEROSPACE INC COM | $0 | 0.00% | 0 | -1,311 | -100.0% | -$26.88万 | 清仓 |
| UNP | UNION PAC CORP COM | $0 | 0.00% | 0 | -1,162 | -100.0% | -$26.87万 | 清仓 |
| KR | KROGER CO COM | $0 | 0.00% | 0 | -4,279 | -100.0% | -$26.74万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -896 | -100.0% | -$26.00万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $0 | 0.00% | 0 | -1,874 | -100.0% | -$25.82万 | 清仓 |
| SYK | STRYKER CORPORATION COM | $0 | 0.00% | 0 | -731 | -100.0% | -$25.68万 | 清仓 |
| FDX | FEDEX CORP COM | $0 | 0.00% | 0 | -868 | -100.0% | -$25.07万 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$24.36万 | 清仓 |
| BBDC | BARINGS BDC INC COM | $0 | 0.00% | 0 | -26,227 | -100.0% | -$24.08万 | 清仓 |
| CMI | CUMMINS INC COM | $0 | 0.00% | 0 | -469 | -100.0% | -$23.94万 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -507 | -100.0% | -$23.67万 | 清仓 |
| BLK | BLACKROCK INC COM | $0 | 0.00% | 0 | -219 | -100.0% | -$23.39万 | 清仓 |
| FCX | FREEPORT MCMORAN INC CL B | $0 | 0.00% | 0 | -4,594 | -100.0% | -$23.33万 | 清仓 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $0 | 0.00% | 0 | -13,163 | -100.0% | -$23.04万 | 清仓 |
| KMI | KINDER MORGAN INC DEL COM | $0 | 0.00% | 0 | -8,345 | -100.0% | -$22.94万 | 清仓 |
| RGEN | REPLIGEN CORP COM | $0 | 0.00% | 0 | -1,381 | -100.0% | -$22.63万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $0 | 0.00% | 0 | -985 | -100.0% | -$21.93万 | 清仓 |
| GQRE | FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND | $0 | 0.00% | 0 | -3,720 | -100.0% | -$21.90万 | 清仓 |
| EBAY | EBAY INC. COM | $0 | 0.00% | 0 | -2,482 | -100.0% | -$21.62万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $0 | 0.00% | 0 | -2,816 | -100.0% | -$21.59万 | 清仓 |
| IEI | iShares 3-7 Year Treasury Bond ETF | $0 | 0.00% | 0 | -1,790 | -100.0% | -$21.37万 | 清仓 |
| DAL | DELTA AIR LINES INC COM NEW | $0 | 0.00% | 0 | -3,067 | -100.0% | -$21.29万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $0 | 0.00% | 0 | -2,537 | -100.0% | -$21.06万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -660 | -100.0% | -$21.04万 | 清仓 |
| GWW | WW GRAINGER INC COM | $0 | 0.00% | 0 | -208 | -100.0% | -$20.99万 | 清仓 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -259 | -100.0% | -$20.96万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $0 | 0.00% | 0 | -845 | -100.0% | -$20.81万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $0 | 0.00% | 0 | -425 | -100.0% | -$20.71万 | 清仓 |
| STT | STATE STR CORP COM | $0 | 0.00% | 0 | -1,598 | -100.0% | -$20.62万 | 清仓 |
| MLI | MUELLER INDS INC COM | $0 | 0.00% | 0 | -1,785 | -100.0% | -$20.49万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -3,793 | -100.0% | -$20.46万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -845 | -100.0% | -$20.38万 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -336 | -100.0% | -$20.33万 | 清仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $0 | 0.00% | 0 | -1,038 | -100.0% | -$20.17万 | 清仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -3,520 | -100.0% | -$20.15万 | 清仓 |