SEVEN MILE ADVISORY
TALLAHASSEE FL · SEC CIK 0001987932
$1.49亿2026Q2 申报市值
158持仓数
45.5%前十大占比 · 第一大 12.0%
23 / 50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
VCIT 加仓+$82.78万
EFIV 新建仓+$75.70万
INVESCO EXCH TRA 新建仓+$73.30万
SPHQ 新建仓+$61.84万
QUS 新建仓+$60.94万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$97.94万
EXXON MOBIL CORP 清仓-$80.74万
AAPL 减仓-$79.83万
GOOGL 减仓-$72.72万
IVV 清仓-$63.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR GROUP INC | $33.28万 | 0.22% | 401 | 4 | 1.0% | $3,320 | 加仓 |
| ANET | ARISTA NETWORKS INC | $32.89万 | 0.22% | 1,936 | -281 | -12.7% | -$4.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $32.83万 | 0.22% | 3,741 | -711 | -16.0% | -$6.24万 | 减仓 |
| QCOM | QUALCOMM INC | $32.26万 | 0.22% | 1,746 | -343 | -16.4% | -$6.34万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.99万 | 0.21% | 644 | -37 | -5.4% | -$1.84万 | 减仓 |
| BAC | BANK OF AMER CORP | $31.55万 | 0.21% | 5,536 | -92 | -1.6% | -$5,243 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.34万 | 0.21% | 754 | -1,410 | -65.2% | -$58.60万 | 重新持有 |
| USXF | ISHARES TR | $30.91万 | 0.21% | 4,451 | 4,451 | — | $30.91万 | 新建仓 |
| APH | AMPHENOL CORP | $29.98万 | 0.20% | 1,698 | -567 | -25.0% | -$10.01万 | 减仓 |
| SHEL | SHELL PLC | $29.75万 | 0.20% | 3,837 | 66 | 1.8% | $5,118 | 加仓 |
| VTV | VANGUARD INDEX FDS | $29.49万 | 0.20% | 1,353 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $29.03万 | 0.19% | 698 | 698 | — | $29.03万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.80万 | 0.19% | 1,964 | -474 | -19.4% | -$6.95万 | 减仓 |
| ORCL | ORACLE CORP | $28.75万 | 0.19% | 1,962 | -391 | -16.6% | -$5.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.71万 | 0.19% | 600 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $28.64万 | 0.19% | 3,541 | -35 | -1.0% | -$2,831 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.63万 | 0.19% | 1,727 | -421 | -19.6% | -$6.98万 | 减仓 |
| GE | GE AEROSPACE | $28.40万 | 0.19% | 760 | -235 | -23.6% | -$8.78万 | 减仓 |
| IYW | ISHARES TR | $28.27万 | 0.19% | 1,121 | 1,121 | — | $28.27万 | 新建仓 |
| APP | APPLOVIN CORP | $28.23万 | 0.19% | 548 | -88 | -13.8% | -$4.53万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $28.15万 | 0.19% | 14,154 | 36 | 0.3% | $716 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $28.15万 | 0.19% | 945 | 945 | — | $28.15万 | 新建仓 |
| MS | MORGAN STANLEY | $27.97万 | 0.19% | 1,338 | -466 | -25.8% | -$9.74万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.90万 | 0.18% | 275 | -87 | -24.0% | -$8.51万 | 减仓 |
| APPF | APPFOLIO INC | $25.85万 | 0.17% | 1,612 | 1,612 | — | $25.85万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.61万 | 0.17% | 2,195 | -750 | -25.5% | -$8.75万 | 减仓 |
| PSX | PHILLIPS 66 | $25.27万 | 0.17% | 1,495 | -128 | -7.9% | -$2.16万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $24.86万 | 0.17% | 1,719 | -305 | -15.1% | -$4.41万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $24.30万 | 0.16% | 1,000 | -29 | -2.8% | -$7,047 | 减仓 |
| KO | COCA COLA CO | $24.26万 | 0.16% | 2,966 | -487 | -14.1% | -$3.98万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $23.76万 | 0.16% | 633 | -119 | -15.8% | -$4.47万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $23.26万 | 0.16% | 979 | -66 | -6.3% | -$1.57万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.82万 | 0.15% | 2,206 | -1,206 | -35.3% | -$12.48万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.59万 | 0.15% | 803 | -366 | -31.3% | -$10.30万 | 减仓 |
| LIN | LINDE PLC | $22.57万 | 0.15% | 435 | -158 | -26.6% | -$8.20万 | 减仓 |
| ING | ING GROEP N.V. | $21.73万 | 0.15% | 6,926 | 6,926 | — | $21.73万 | 新建仓 |
| E | ENI SPA | $21.60万 | 0.15% | 4,609 | 334 | 7.8% | $1.57万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $21.46万 | 0.14% | 2,992 | -829 | -21.7% | -$5.95万 | 减仓 |
| PEP | PEPSICO INC | $21.43万 | 0.14% | 1,582 | -470 | -22.9% | -$6.37万 | 减仓 |
| SAP | SAP SE | $21.14万 | 0.14% | 1,372 | -26 | -1.9% | -$4,007 | 减仓 |
| TTE | TOTALENERGIES SE | $21.12万 | 0.14% | 2,683 | -20 | -0.7% | -$1,575 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $21.10万 | 0.14% | 3,500 | 3,500 | — | $21.10万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.97万 | 0.14% | 486 | 486 | — | $20.97万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $20.59万 | 0.14% | 4,295 | 4,295 | — | $20.59万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.52万 | 0.14% | 557 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $20.41万 | 0.14% | 3,860 | 223 | 6.1% | $1.18万 | 加仓 |
| FTNT | FORTINET INC | $20.39万 | 0.14% | 1,327 | 1,327 | — | $20.39万 | 新建仓 |
| BCS | BARCLAYS PLC | $20.37万 | 0.14% | 7,584 | 7,584 | — | $20.37万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $20.30万 | 0.14% | 2,437 | 2,437 | — | $20.30万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.21万 | 0.14% | 2,227 | -560 | -20.1% | -$5.08万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $20.20万 | 0.14% | 5,372 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.14万 | 0.14% | 9,728 | -1,301 | -11.8% | -$2.69万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $18.32万 | 0.12% | 13,567 | -665 | -4.7% | -$8,981 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $15.08万 | 0.10% | 15,738 | 710 | 4.7% | $6,802 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.04万 | 0.07% | 17,218 | 241 | 1.4% | $1,405 | 加仓 |
| HAFN | HAFNIA LTD | $6.98万 | 0.05% | 10,508 | 10,508 | — | $6.98万 | 新建仓 |
| ICL | ICL GROUP LTD | $5.58万 | 0.04% | 11,212 | -91 | -0.8% | -$453 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $3.00万 | 0.02% | 14,434 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,759 | -100.0% | -$80.74万 | 清仓 |
| IVV | ISHARES CORE S&P 500 ETF | $0 | 0.00% | 0 | -978 | -100.0% | -$63.88万 | 清仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $0 | 0.00% | 0 | -6,319 | -100.0% | -$63.61万 | 清仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $0 | 0.00% | 0 | -7,294 | -100.0% | -$57.19万 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -6,815 | -100.0% | -$46.96万 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -7,731 | -100.0% | -$46.04万 | 清仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $0 | 0.00% | 0 | -3,799 | -100.0% | -$35.73万 | 清仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $0 | 0.00% | 0 | -4,013 | -100.0% | -$30.97万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | -1,516 | -100.0% | -$30.05万 | 清仓 |
| ECVT | ECOVYST INC COM | $0 | 0.00% | 0 | -21,856 | -100.0% | -$28.11万 | 清仓 |
| TM | TOYOTA MOTOR CORP ADS | $0 | 0.00% | 0 | -1,328 | -100.0% | -$27.37万 | 清仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $0 | 0.00% | 0 | -4,210 | -100.0% | -$26.92万 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -5,693 | -100.0% | -$26.60万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD COM CL A | $0 | 0.00% | 0 | -21,640 | -100.0% | -$26.16万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $0 | 0.00% | 0 | -562 | -100.0% | -$25.91万 | 清仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $0 | 0.00% | 0 | -5,188 | -100.0% | -$25.88万 | 清仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $0 | 0.00% | 0 | -2,444 | -100.0% | -$25.84万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -9,039 | -100.0% | -$25.38万 | 清仓 |
| CRM | SALESFORCE INC COM | $0 | 0.00% | 0 | -1,350 | -100.0% | -$25.20万 | 清仓 |
| SD | SANDRIDGE ENERGY INC COM NEW | $0 | 0.00% | 0 | -15,426 | -100.0% | -$25.16万 | 清仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -4,201 | -100.0% | -$24.98万 | 清仓 |
| TJX | TJX COS INC NEW COM | $0 | 0.00% | 0 | -1,563 | -100.0% | -$24.96万 | 清仓 |
| RTX | RTX CORPORATION COM | $0 | 0.00% | 0 | -1,285 | -100.0% | -$24.79万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,896 | -100.0% | -$23.87万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -8,267 | -100.0% | -$23.73万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -479 | -100.0% | -$23.54万 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -3,218 | -100.0% | -$23.30万 | 清仓 |
| ADI | ANALOG DEVICES INC COM | $0 | 0.00% | 0 | -721 | -100.0% | -$22.94万 | 清仓 |
| NEM | NEWMONT CORP COM | $0 | 0.00% | 0 | -2,092 | -100.0% | -$22.65万 | 清仓 |
| VICI | VICI PPTYS INC COM | $0 | 0.00% | 0 | -8,205 | -100.0% | -$22.42万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -518 | -100.0% | -$22.40万 | 清仓 |
| CB | CHUBB LTD SWITZ COM | $0 | 0.00% | 0 | -685 | -100.0% | -$22.33万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $0 | 0.00% | 0 | -1,094 | -100.0% | -$21.69万 | 清仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $0 | 0.00% | 0 | -4,063 | -100.0% | -$21.44万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -2,036 | -100.0% | -$21.29万 | 清仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $0 | 0.00% | 0 | -7,000 | -100.0% | -$21.14万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,426 | -100.0% | -$21.02万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $0 | 0.00% | 0 | -270 | -100.0% | -$20.86万 | 清仓 |
| NYF | ISHARES NEW YORK MUNI BOND ETF | $0 | 0.00% | 0 | -3,917 | -100.0% | -$20.81万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -772 | -100.0% | -$20.59万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -336 | -100.0% | -$20.31万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$20.21万 | 清仓 |