Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/8 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 154
- 較 2024 年第 1 季 −4
- 總值
- $1.36 億
- 較 2024 年第 1 季 +$416.1 萬 (+3.2%)
| 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 | 31,322 | $1,705 萬 | 12.5% | −102−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 114,674 | $1,417 萬 | 10.4% | +774+0.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 29,968 | $631.2 萬 | 4.6% | −4,535−13.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,594 | $607.6 萬 | 4.5% | −688−4.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,614 | $580.8 萬 | 4.3% | +117+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 23,883 | $461.5 萬 | 3.4% | −3,814−13.8% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 147,276 | $381.0 萬 | 2.8% | +2,867+2.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 51,076 | $296.2 萬 | 2.2% | −666−1.3% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,201 | $289.4 萬 | 2.1% | −477−1.3% | 減碼 | – |
| SNAPSnap Inc | Stock | 171,837 | $285.4 萬 | 2.1% | +18,176+11.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,871 | $217.7 萬 | 1.6% | −1,928−14.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,970 | $217.6 萬 | 1.6% | +655+12.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,074 | $205.4 萬 | 1.5% | −188−4.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,414 | $189.7 萬 | 1.4% | −1,762−14.5% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 19,791 | $142.6 萬 | 1.0% | −285−1.4% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 6,989 | $141.3 萬 | 1.0% | −2,076−22.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,130 | $138.7 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,911 | $138.0 萬 | 1.0% | −30−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,960 | $136.3 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $123.1 萬 | 0.9% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 4,034 | $105.9 萬 | 0.8% | +27+0.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,136 | $102.8 萬 | 0.8% | +44+4.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,118 | $101.6 萬 | 0.7% | −25−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,276 | $100.4 萬 | 0.7% | +5+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 20,197 | $99.8 萬 | 0.7% | +1,253+6.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 614 | $98.6 萬 | 0.7% | +31+5.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,139 | $96.7 萬 | 0.7% | +7+0.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,334 | $90.0 萬 | 0.7% | −679−33.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,726 | $87.9 萬 | 0.6% | +90+5.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,047 | $83.3 萬 | 0.6% | +5+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,295 | $76.5 萬 | 0.6% | −596−5.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 21,695 | $72.6 萬 | 0.5% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 695 | $71.1 萬 | 0.5% | +6+0.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,841 | $70.8 萬 | 0.5% | +84+1.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,036 | $70.2 萬 | 0.5% | +1,366+9.3% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 2,930 | $69.1 萬 | 0.5% | +175+6.4% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 17,134 | $68.8 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $67.0 萬 | 0.5% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 16,677 | $65.3 萬 | 0.5% | −368−2.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,021 | $65.0 萬 | 0.5% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 967 | $63.6 萬 | 0.5% | +46+5.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $61.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,085 | $60.3 萬 | 0.4% | +123+12.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,633 | $59.9 萬 | 0.4% | +214+6.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,743 | $58.7 萬 | 0.4% | +105+2.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,210 | $58.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,151 | $57.4 萬 | 0.4% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,510 | $57.1 萬 | 0.4% | +28+0.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,041 | $57.0 萬 | 0.4% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,977 | $56.2 萬 | 0.4% | −1,259−24.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,695 | $54.0 萬 | 0.4% | +923+24.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,557 | $50.6 萬 | 0.4% | +489+23.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,983 | $50.5 萬 | 0.4% | −45−2.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,471 | $49.2 萬 | 0.4% | +76+3.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,278 | $48.4 萬 | 0.4% | +273+3.4% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 2,421 | $47.1 萬 | 0.3% | +285+13.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,544 | $46.8 萬 | 0.3% | −125−7.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,296 | $44.6 萬 | 0.3% | −108−7.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,255 | $44.2 萬 | 0.3% | +93+1.1% | 加碼 | – |
| MUMicron Technology Inc | Stock | 3,323 | $43.7 萬 | 0.3% | +54+1.7% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 2,155 | $43.5 萬 | 0.3% | −9−0.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 5,916 | $42.7 萬 | 0.3% | +393+7.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,393 | $42.2 萬 | 0.3% | +20.0% | 加碼 | – |
| WSMWilliams Sonoma Inc | COM | 1,450 | $40.9 萬 | 0.3% | +11+0.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,345 | $40.8 萬 | 0.3% | +431+22.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,760 | $40.8 萬 | 0.3% | −334−16.0% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,742 | $39.8 萬 | 0.3% | +69+1.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,820 | $39.6 萬 | 0.3% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,421 | $39.3 萬 | 0.3% | −168−6.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,496 | $38.9 萬 | 0.3% | +447+8.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 360 | $38.3 萬 | 0.3% | +11+3.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $38.1 萬 | 0.3% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 6,268 | $37.2 萬 | 0.3% | +68+1.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,445 | $37.2 萬 | 0.3% | +35+2.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,153 | $36.9 萬 | 0.3% | +41+1.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,430 | $35.7 萬 | 0.3% | +49+3.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,159 | $35.6 萬 | 0.3% | −29−1.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 640 | $34.7 萬 | 0.3% | +93+17.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,184 | $34.2 萬 | 0.3% | −499−18.6% | 減碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $34.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,000 | $33.2 萬 | 0.2% | −2,000−22.2% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,926 | $33.0 萬 | 0.2% | +1+0.1% | 加碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 4,746 | $32.4 萬 | 0.2% | +381+8.7% | 加碼 | – |
| BACBank of America Corp | Stock | 8,129 | $32.3 萬 | 0.2% | −4,008−33.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,822 | $32.3 萬 | 0.2% | −2,090−21.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,017 | $31.3 萬 | 0.2% | −29−1.0% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,633 | $30.9 萬 | 0.2% | −39−0.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 703 | $30.8 萬 | 0.2% | +13+1.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 9,905 | $30.7 萬 | 0.2% | −4,005−28.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 666 | $30.1 萬 | 0.2% | +26+4.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 642 | $30.1 萬 | 0.2% | +33+5.4% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 947 | $29.7 萬 | 0.2% | −3,435−78.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 533 | $29.4 萬 | 0.2% | +35+7.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 4,989 | $29.4 萬 | 0.2% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 4,424 | $29.2 萬 | 0.2% | +255+6.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 653 | $29.0 萬 | 0.2% | +41+6.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 851 | $28.1 萬 | 0.2% | −22−2.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,886 | $28.0 萬 | 0.2% | +313+12.2% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 8,000 | $28.0 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 815 | $27.6 萬 | 0.2% | +64+8.5% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（14 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IBMInternational Business Machines Corp | Stock | 1,938 | $37.0 萬 | 0.3% | 歷史 |
| COPConocoPhillips | Stock | 2,818 | $35.9 萬 | 0.3% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 827 | $32.9 萬 | 0.2% | 歷史 |
| BXBlackstone Inc. | COM | 2,302 | $30.2 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 1,562 | $27.4 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,881 | $26.5 萬 | 0.2% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 239 | $24.1 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 884 | $22.5 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 8,096 | $22.5 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 2,493 | $21.7 萬 | 0.2% | 歷史 |
| DEDeere & Co | Stock | 520 | $21.4 萬 | 0.2% | 歷史 |
| BHPBHP Group Ltd | ADR | 3,639 | $21.0 萬 | 0.2% | 歷史 |
| ICLICL Group Ltd. | SHS | 16,752 | $9.01 萬 | 0.1% | 歷史 |
| BTGB2GOLD Corp | COM | 15,176 | $3.96 萬 | <0.1% | 歷史 |