Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/9 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 150
- 較 2023 年第 3 季 +22
- 總值
- $1.15 億
- 較 2023 年第 3 季 +$2,010 萬 (+21.1%)
| 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 | 31,121 | $1,479 萬 | 12.8% | +261+0.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 34,507 | $664.4 萬 | 5.8% | +776+2.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,225 | $555.9 萬 | 4.8% | +371+3.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,009 | $526.8 萬 | 4.6% | +874+6.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,204 | $489.4 萬 | 4.2% | +127+1.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,494 | $417.7 萬 | 3.6% | +649+2.4% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 142,314 | $343.1 萬 | 3.0% | +5,635+4.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 49,171 | $286.8 萬 | 2.5% | +1,280+2.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,819 | $283.0 萬 | 2.5% | +954+2.8% | 加碼 | – |
| SNAPSnap Inc | Stock | 118,818 | $201.2 萬 | 1.7% | +14,040+13.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,827 | $194.9 萬 | 1.7% | +1,170+9.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,553 | $161.4 萬 | 1.4% | +448+4.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,315 | $161.1 萬 | 1.4% | +2,029+61.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,994 | $153.0 萬 | 1.3% | +614+7.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,174 | $147.8 萬 | 1.3% | +239+6.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 19,059 | $140.2 萬 | 1.2% | +513+2.8% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,941 | $131.2 萬 | 1.1% | −252−3.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,960 | $130.4 萬 | 1.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,130 | $118.0 萬 | 1.0% | +9+0.1% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $108.4 萬 | 0.9% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 2,140 | $104.2 萬 | 0.9% | −39−1.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,938 | $102.5 萬 | 0.9% | +367+10.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,195 | $93.6 萬 | 0.8% | +89+4.2% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,817 | $90.5 萬 | 0.8% | +229+5.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,784 | $90.0 萬 | 0.8% | −108−0.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,658 | $87.3 萬 | 0.8% | +171+11.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,101 | $77.1 萬 | 0.7% | +17+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,129 | $74.5 萬 | 0.6% | +17+1.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,675 | $73.1 萬 | 0.6% | +1,210+7.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,996 | $71.2 萬 | 0.6% | +50+2.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,870 | $71.1 萬 | 0.6% | +202+3.0% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 17,312 | $70.9 萬 | 0.6% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 13,788 | $69.3 萬 | 0.6% | +1,239+9.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $66.2 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 20,727 | $65.5 萬 | 0.6% | +325+1.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,086 | $64.0 萬 | 0.6% | +691+20.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 566 | $63.2 萬 | 0.5% | +40+7.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,943 | $62.2 萬 | 0.5% | −10−0.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,060 | $61.8 萬 | 0.5% | +57+5.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,666 | $60.3 萬 | 0.5% | −16−0.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,001 | $59.3 萬 | 0.5% | −25−1.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,635 | $57.4 萬 | 0.5% | +66+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,206 | $56.7 萬 | 0.5% | +2,244+25.0% | 加碼 | – |
| INTUIntuit Inc. | Stock | 906 | $56.6 萬 | 0.5% | +36+4.1% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,467 | $56.4 萬 | 0.5% | +26+0.3% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 934 | $55.7 萬 | 0.5% | +33+3.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,236 | $55.2 萬 | 0.5% | +502+10.6% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,161 | $55.0 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $54.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,045 | $52.9 萬 | 0.5% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 669 | $50.6 萬 | 0.4% | +27+4.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,595 | $50.1 萬 | 0.4% | +179+4.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,041 | $49.7 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,210 | $49.6 萬 | 0.4% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 3,360 | $49.2 萬 | 0.4% | −135−3.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,331 | $46.1 萬 | 0.4% | +70+5.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,601 | $44.4 萬 | 0.4% | −352−18.0% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 2,684 | $43.5 萬 | 0.4% | −87−3.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 8,327 | $42.8 萬 | 0.4% | +1,669+25.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,000 | $42.5 萬 | 0.4% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,766 | $41.3 萬 | 0.4% | +247+9.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,391 | $40.6 萬 | 0.4% | +10.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 2,077 | $38.9 萬 | 0.3% | +276+15.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,575 | $38.8 萬 | 0.3% | +198+5.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,592 | $38.2 萬 | 0.3% | +120+4.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,749 | $37.8 萬 | 0.3% | +916+19.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 11,093 | $37.4 萬 | 0.3% | +513+4.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,618 | $36.5 萬 | 0.3% | +224+6.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,366 | $35.9 萬 | 0.3% | +67+5.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $35.9 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 3,044 | $35.3 萬 | 0.3% | +167+5.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,299 | $35.1 萬 | 0.3% | +922+11.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,007 | $35.0 萬 | 0.3% | +265+1.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,009 | $34.1 萬 | 0.3% | −137−6.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,281 | $33.0 萬 | 0.3% | +449+24.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,925 | $32.8 萬 | 0.3% | −344−15.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,614 | $32.6 萬 | 0.3% | +1,115+44.6% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 2,095 | $32.4 萬 | 0.3% | +40+1.9% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,154 | $32.4 萬 | 0.3% | +22+0.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,896 | $31.9 萬 | 0.3% | +481+19.9% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,691 | $31.6 萬 | 0.3% | +326+7.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,920 | $31.4 萬 | 0.3% | +92+5.0% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 827 | $31.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,997 | $30.9 萬 | 0.3% | −79−3.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,333 | $30.8 萬 | 0.3% | +6+0.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 2,075 | $30.3 萬 | 0.3% | −26−1.2% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,303 | $30.2 萬 | 0.3% | +2,303 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 10,455 | $30.1 萬 | 0.3% | +536+5.4% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $30.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,437 | $29.0 萬 | 0.3% | +70+5.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,897 | $29.0 萬 | 0.3% | −337−10.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,870 | $28.9 萬 | 0.3% | −333−5.4% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 4,365 | $28.0 萬 | 0.2% | +286+7.0% | 加碼 | – |
| LINLinde PLC | Stock | 681 | $28.0 萬 | 0.2% | +41+6.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,251 | $27.7 萬 | 0.2% | +108+3.4% | 加碼 | 歷史 |
| BHPBHP Group Ltd | ADR | 4,057 | $27.7 萬 | 0.2% | +319+8.5% | 加碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,925 | $27.7 萬 | 0.2% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 4,538 | $27.6 萬 | 0.2% | +4,538 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 351 | $27.5 萬 | 0.2% | +351 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,356 | $27.1 萬 | 0.2% | −483−8.3% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（6 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AZNAstraZeneca PLC | SPONSORED ADR | 3,665 | $24.8 萬 | 0.3% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,941 | $22.0 萬 | 0.2% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,572 | $20.6 萬 | 0.2% | 歷史 |
| SNYSanofi | SPONSORED ADR | 3,845 | $20.6 萬 | 0.2% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,132 | $20.4 萬 | 0.2% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 11,211 | $2.89 萬 | <0.1% | 歷史 |