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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,781.28万 | 11.96% | 89,024 | -4,895 | -5.2% | -$97.94万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $836.13万 | 5.61% | 207,939 | 8,428 | 4.2% | $33.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $814.56万 | 5.47% | 10,880 | -52 | -0.5% | -$3.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $689.07万 | 4.63% | 10,032 | 683 | 7.3% | $46.91万 | 加仓 |
| AAPL | APPLE INC | $672.24万 | 4.51% | 23,232 | -2,759 | -10.6% | -$79.83万 | 减仓 |
| AMZN | AMAZON COM INC | $461.50万 | 3.10% | 19,363 | -2,334 | -10.8% | -$55.63万 | 减仓 |
| GOOGL | ALPHABET INC | $400.11万 | 2.69% | 11,196 | -2,035 | -15.4% | -$72.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $394.31万 | 2.65% | 10,570 | -1,421 | -11.9% | -$53.01万 | 减仓 |
| GOOG | ALPHABET INC | $373.96万 | 2.51% | 10,584 | -682 | -6.1% | -$24.10万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $359.72万 | 2.42% | 43,523 | 10,016 | 29.9% | $82.78万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $355.61万 | 2.39% | 61,101 | 1,563 | 2.6% | $9.10万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $253.02万 | 1.70% | 2,192 | -273 | -11.1% | -$31.51万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $245.53万 | 1.65% | 34,460 | 8,070 | 30.6% | $57.50万 | 加仓 |
| AVGO | BROADCOM INC | $226.31万 | 1.52% | 5,991 | 80 | 1.4% | $3.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $225.65万 | 1.52% | 3,121 | -297 | -8.7% | -$21.47万 | 减仓 |
| META | META PLATFORMS INC | $222.33万 | 1.49% | 3,947 | -559 | -12.4% | -$31.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $180.77万 | 1.21% | 24,624 | 5,670 | 29.9% | $41.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $177.41万 | 1.19% | 5,420 | -553 | -9.3% | -$18.10万 | 减仓 |
| TSLA | TESLA INC | $159.79万 | 1.07% | 3,799 | -596 | -13.6% | -$25.07万 | 减仓 |
| INTC | INTEL CORP | $131.84万 | 0.89% | 9,442 | -461 | -4.7% | -$6.44万 | 减仓 |
| WMT | WALMART INC | $131.46万 | 0.88% | 11,607 | -1,581 | -12.0% | -$17.91万 | 减仓 |
| LLY | ELI LILLY & CO | $130.14万 | 0.87% | 1,085 | -180 | -14.2% | -$21.59万 | 减仓 |
| ASML | ASML HLDG NV | $123.35万 | 0.83% | 620 | -3 | -0.5% | -$5,968 | 减仓 |
| LRCX | LAM RESEARCH CORP | $119.54万 | 0.80% | 2,757 | -112 | -3.9% | -$4.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.47万 | 0.78% | 2,005 | -415 | -17.1% | -$24.11万 | 减仓 |
| IWM | ISHARES TR | $99.15万 | 0.67% | 3,300 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $97.08万 | 0.65% | 39,304 | -16,666 | -29.8% | -$41.17万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $96.11万 | 0.65% | 19,663 | -816 | -4.0% | -$3.99万 | 减仓 |
| V | VISA INC | $95.69万 | 0.64% | 2,789 | -312 | -10.1% | -$10.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $79.86万 | 0.54% | 1,555 | -248 | -13.8% | -$12.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.46万 | 0.53% | 1,568 | -377 | -19.4% | -$18.86万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $75.70万 | 0.51% | 10,380 | 10,380 | — | $75.70万 | 新建仓 |
| CLS | CELESTICA INC | $74.97万 | 0.50% | 2,055 | -30 | -1.4% | -$1.09万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.50% | 1 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $74.79万 | 0.50% | 2,945 | -906 | -23.5% | -$23.01万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $73.30万 | 0.49% | 14,308 | 14,308 | — | $73.30万 | 新建仓 |
| CSCO | CISCO SYS INC | $70.16万 | 0.47% | 5,973 | -856 | -12.5% | -$10.05万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.94万 | 0.47% | 992 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $65.55万 | 0.44% | 16,129 | 62 | 0.4% | $2,520 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.82万 | 0.43% | 631 | -35 | -5.3% | -$3.54万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $63.80万 | 0.43% | 2,737 | -105 | -3.7% | -$2.45万 | 减仓 |
| NVS | NOVARTIS AG | $62.63万 | 0.42% | 3,996 | -27 | -0.7% | -$4,231 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $61.84万 | 0.42% | 6,864 | 6,864 | — | $61.84万 | 新建仓 |
| QUS | SPDR SERIES TRUST | $60.94万 | 0.41% | 3,261 | 3,261 | — | $60.94万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $59.78万 | 0.40% | 3,300 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $59.12万 | 0.40% | 4,571 | -562 | -10.9% | -$7.27万 | 减仓 |
| IJH | ISHARES TR | $58.14万 | 0.39% | 7,540 | -1,791 | -19.2% | -$13.81万 | 减仓 |
| EQIX | EQUINIX INC | $57.23万 | 0.38% | 549 | -23 | -4.0% | -$2.40万 | 减仓 |
| C | CITIGROUP INC | $57.17万 | 0.38% | 4,085 | -199 | -4.6% | -$2.79万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.10万 | 0.38% | 13,249 | 2,779 | 26.5% | $11.77万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $55.98万 | 0.38% | 1,655 | -757 | -31.4% | -$25.61万 | 减仓 |
| WFC | WELLS FARGO & CO | $54.58万 | 0.37% | 6,604 | -128 | -1.9% | -$1.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.90万 | 0.36% | 9,030 | -159 | -1.7% | -$9,491 | 减仓 |
| IWY | ISHARES TR | $53.79万 | 0.36% | 1,851 | 1,851 | — | $53.79万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $53.59万 | 0.36% | 1,768 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $52.85万 | 0.35% | 4,629 | 172 | 3.9% | $1.96万 | 加仓 |
| MCD | MCDONALDS CORP | $51.06万 | 0.34% | 1,889 | -239 | -11.2% | -$6.46万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.58万 | 0.34% | 14,000 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $50.08万 | 0.34% | 784 | -395 | -33.5% | -$25.23万 | 减仓 |
| SNDK | SANDISK CORP | $50.02万 | 0.34% | 220 | 220 | — | $50.02万 | 新建仓 |
| MO | ALTRIA GROUP INC | $49.66万 | 0.33% | 6,802 | -97 | -1.4% | -$7,082 | 减仓 |
| KLAC | KLA CORP | $49.57万 | 0.33% | 1,643 | -177 | -9.7% | -$5.34万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $49.39万 | 0.33% | 5,194 | -57 | -1.1% | -$5,420 | 减仓 |
| ABBV | ABBVIE INC | $48.84万 | 0.33% | 1,941 | -367 | -15.9% | -$9.24万 | 减仓 |
| SAN | BANCO SANTANDER SA | $48.71万 | 0.33% | 35,297 | 177 | 0.5% | $2,443 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $47.98万 | 0.32% | 1,407 | -228 | -13.9% | -$7.78万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $47.59万 | 0.32% | 101,039 | 101,039 | — | $47.59万 | 新建仓 |
| GUNR | FLEXSHARES TR | $46.51万 | 0.31% | 9,438 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.44万 | 0.31% | 2,958 | 32 | 1.1% | $5,024 | 加仓 |
| CPA | COPA HOLDINGS SA | $45.26万 | 0.30% | 2,909 | -28 | -1.0% | -$4,356 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $44.52万 | 0.30% | 461 | -58 | -11.2% | -$5.60万 | 减仓 |
| ESGE | ISHARES INC | $44.32万 | 0.30% | 8,103 | 8,103 | — | $44.32万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $43.54万 | 0.29% | 6,750 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $43.34万 | 0.29% | 3,544 | 3,544 | — | $43.34万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $42.79万 | 0.29% | 817 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.46万 | 0.27% | 5,667 | -1,640 | -22.4% | -$11.71万 | 减仓 |
| AZN | ASTRAZENECA PLC | $40.37万 | 0.27% | 2,129 | 18 | 0.9% | $3,413 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $39.66万 | 0.27% | 15,828 | 130 | 0.8% | $3,258 | 加仓 |
| CAT | CATERPILLAR INC | $38.66万 | 0.26% | 363 | -124 | -25.5% | -$13.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.94万 | 0.25% | 2,080 | -329 | -13.7% | -$6.00万 | 减仓 |
| NVT | NVENT ELEC PLC | $37.77万 | 0.25% | 2,227 | 1 | 0.0% | $170 | 加仓 |
| GEV | GE VERNOVA INC | $37.48万 | 0.25% | 319 | -73 | -18.6% | -$8.58万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $37.16万 | 0.25% | 4,094 | 1 | 0.0% | $91 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $36.83万 | 0.25% | 6,980 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $36.36万 | 0.24% | 1,220 | -185 | -13.2% | -$5.51万 | 减仓 |
| AMGN | AMGEN INC | $36.36万 | 0.24% | 1,004 | -473 | -32.0% | -$17.13万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.15万 | 0.24% | 7,987 | -4,014 | -33.4% | -$18.17万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.12万 | 0.24% | 4,456 | 4,456 | — | $36.12万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.64万 | 0.24% | 381 | -187 | -32.9% | -$17.49万 | 减仓 |
| GM | GENERAL MTRS CO | $35.22万 | 0.24% | 4,569 | 59 | 1.3% | $4,548 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $35.21万 | 0.24% | 1,351 | 12 | 0.9% | $3,128 | 加仓 |
| MFC | MANULIFE FINL CORP | $35.19万 | 0.24% | 8,687 | 46 | 0.5% | $1,863 | 加仓 |
| ARKK | ARK ETF TR | $34.88万 | 0.23% | 4,316 | -22 | -0.5% | -$1,778 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.78万 | 0.23% | 4,038 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $34.73万 | 0.23% | 2,749 | -303 | -9.9% | -$3.83万 | 减仓 |
| HD | HOME DEPOT INC | $34.63万 | 0.23% | 982 | -364 | -27.0% | -$12.84万 | 减仓 |
| UBS | UBS GROUP AG | $34.59万 | 0.23% | 6,980 | 243 | 3.6% | $1.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $34.39万 | 0.23% | 467 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $34.19万 | 0.23% | 1,704 | -107 | -5.9% | -$2.15万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $33.40万 | 0.22% | 13,050 | 0 | 0.0% | — | 不变 |