Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/8 申報。只含多頭部位。
- 持股檔數
- 112
- 2023 年第 1 季沒有申報
- 總值
- $8,580 萬
- 2023 年第 1 季沒有申報
Seven Mile Advisory 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 30,770 | $1,364 萬 | 15.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 27,999 | $543.1 萬 | 6.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 10,648 | $450.4 萬 | 5.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,677 | $397.6 萬 | 4.6% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 136,123 | $319.3 萬 | 3.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 22,503 | $293.3 萬 | 3.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,645 | $270.6 萬 | 3.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 37,610 | $217.1 萬 | 2.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,197 | $207.0 萬 | 2.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,981 | $126.0 萬 | 1.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 10,217 | $123.6 萬 | 1.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,960 | $120.8 萬 | 1.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,113 | $106.3 萬 | 1.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,643 | $104.5 萬 | 1.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 14,378 | $104.5 萬 | 1.2% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $100.8 萬 | 1.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,369 | $100.2 萬 | 1.2% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 81,073 | $96.0 萬 | 1.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,496 | $94.5 萬 | 1.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,115 | $93.2 萬 | 1.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,166 | $83.9 萬 | 1.0% | – | – | – |
| VVisa Inc. | Stock | 3,507 | $83.3 萬 | 1.0% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,949 | $76.7 萬 | 0.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,725 | $75.0 萬 | 0.9% | – | – | – |
| SPOTSpotify Technology S.A. | Stock | 4,586 | $73.6 萬 | 0.9% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 17,312 | $69.4 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 2,632 | $68.9 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,928 | $65.7 萬 | 0.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 20,402 | $62.1 萬 | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $61.8 萬 | 0.7% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,281 | $61.6 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,892 | $61.2 萬 | 0.7% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,552 | $60.5 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,117 | $60.1 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,993 | $59.5 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,404 | $58.6 萬 | 0.7% | – | – | – |
| ORCLOracle Corp | Stock | 4,792 | $57.1 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,530 | $53.6 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,587 | $52.9 萬 | 0.6% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $51.8 萬 | 0.6% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,412 | $51.6 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,991 | $49.5 萬 | 0.6% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 2,975 | $48.1 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 969 | $45.4 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,167 | $45.2 萬 | 0.5% | – | – | – |
| AVGOBroadcom Inc. | Stock | 519 | $45.0 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,210 | $44.7 萬 | 0.5% | – | – | – |
| ACNAccenture plc | Stock | 1,443 | $44.5 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 907 | $44.4 萬 | 0.5% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 608 | $44.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,601 | $41.9 萬 | 0.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,000 | $39.4 萬 | 0.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,390 | $39.1 萬 | 0.5% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 1,973 | $38.7 萬 | 0.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,577 | $37.2 萬 | 0.4% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 807 | $37.0 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,947 | $36.1 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,242 | $35.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $35.4 萬 | 0.4% | – | – | – |
| TXNTexas Instruments Inc | Stock | 1,961 | $35.3 萬 | 0.4% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,479 | $35.1 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,229 | $35.1 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,248 | $34.8 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,358 | $34.6 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 7,249 | $33.4 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 9,017 | $33.1 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 13,742 | $33.0 萬 | 0.4% | – | – | – |
| AXPAmerican Express Co | Stock | 1,869 | $32.6 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,027 | $31.9 萬 | 0.4% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,257 | $30.2 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,817 | $30.1 萬 | 0.4% | – | – | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $28.6 萬 | 0.3% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 4,722 | $28.2 萬 | 0.3% | – | – | 歷史 |
| SAPSAP SE | ADR | 2,027 | $27.7 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,408 | $27.4 萬 | 0.3% | – | – | 歷史 |
| SHELShell plc | ADR | 4,488 | $27.1 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,264 | $26.7 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,425 | $26.4 萬 | 0.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 4,092 | $26.4 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,159 | $26.3 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 9,023 | $25.9 萬 | 0.3% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 8,000 | $25.8 萬 | 0.3% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,925 | $25.1 萬 | 0.3% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,448 | $24.7 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,842 | $24.7 萬 | 0.3% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 13,000 | $24.4 萬 | 0.3% | – | – | 歷史 |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 4,579 | $24.0 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 3,701 | $23.7 萬 | 0.3% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,101 | $23.6 萬 | 0.3% | – | – | 歷史 |
| LINLinde PLC | Stock | 614 | $23.4 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,722 | $23.2 萬 | 0.3% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,297 | $22.4 萬 | 0.3% | – | – | 歷史 |
| CICigna Group | Stock | 787 | $22.1 萬 | 0.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 8,183 | $21.6 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 530 | $21.5 萬 | 0.3% | – | – | 歷史 |
| Flexshares Tr33939L787 | GLB QLT R/E IDX | 4,043 | $21.4 萬 | 0.2% | – | – | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 598 | $21.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 700 | $20.9 萬 | 0.2% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 3,888 | $20.7 萬 | 0.2% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 700 | $20.6 萬 | 0.2% | – | – | – |