Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 172
- 較 2024 年第 2 季 +18
- 總值
- $1.51 億
- 較 2024 年第 2 季 +$1,518 萬 (+11.2%)
| 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 | 32,781 | $1,881 萬 | 12.4% | +1,459+4.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 114,289 | $1,388 萬 | 9.2% | −385−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,900 | $836.5 萬 | 5.5% | +5,932+19.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,823 | $637.8 萬 | 4.2% | +1,229+9.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,312 | $596.9 萬 | 3.9% | −302−2.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 27,069 | $504.4 萬 | 3.3% | +3,186+13.3% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 164,618 | $451.2 萬 | 3.0% | +17,342+11.8% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 38,296 | $320.7 萬 | 2.1% | +2,095+5.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 53,935 | $318.3 萬 | 2.1% | +2,859+5.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,612 | $264.0 萬 | 1.7% | +538+13.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,682 | $228.7 萬 | 1.5% | +1,811+15.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,970 | $224.1 萬 | 1.5% | 00.0% | 不變 | – |
| SNAPSnap Inc | Stock | 206,278 | $220.7 萬 | 1.5% | +34,441+20.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,365 | $205.1 萬 | 1.4% | +1,951+18.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,418 | $177.5 萬 | 1.2% | +1,429+20.4% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 20,831 | $156.5 萬 | 1.0% | +1,040+5.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,911 | $150.2 萬 | 1.0% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 27,960 | $147.8 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,202 | $143.6 萬 | 1.0% | +7,005+34.7% | 加碼 | – |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $129.9 萬 | 0.9% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 6,928 | $119.5 萬 | 0.8% | +788+12.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| VVisa Inc. | Stock | 4,335 | $119.2 萬 | 0.8% | +301+7.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,373 | $117.2 萬 | 0.8% | +97+4.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,299 | $115.0 萬 | 0.8% | +163+14.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,877 | $109.7 萬 | 0.7% | +151+8.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,213 | $107.5 萬 | 0.7% | +74+6.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,183 | $100.5 萬 | 0.7% | +136+6.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,742 | $94.8 萬 | 0.6% | +447+4.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,842 | $94.7 萬 | 0.6% | +1,001+20.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,533 | $92.4 萬 | 0.6% | +976+38.2% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,421 | $88.4 萬 | 0.6% | +303+4.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,651 | $79.7 萬 | 0.5% | +615+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 21,695 | $76.8 萬 | 0.5% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,065 | $75.5 萬 | 0.5% | −269−20.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,364 | $74.4 萬 | 0.5% | +387+9.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 17,503 | $73.1 萬 | 0.5% | +826+5.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $72.9 萬 | 0.5% | 00.0% | 不變 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 17,134 | $70.7 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 1,063 | $66.0 萬 | 0.4% | +96+9.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,799 | $65.8 萬 | 0.4% | +166+4.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,129 | $64.8 萬 | 0.4% | +146+7.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,165 | $63.9 萬 | 0.4% | +235+8.0% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,151 | $62.1 萬 | 0.4% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 1,197 | $62.0 萬 | 0.4% | +112+10.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,464 | $61.9 萬 | 0.4% | −557−7.9% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 9,533 | $61.8 萬 | 0.4% | +23+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,041 | $60.0 萬 | 0.4% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,679 | $59.3 萬 | 0.4% | +135+8.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,013 | $58.8 萬 | 0.4% | +318+6.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 701 | $58.4 萬 | 0.4% | +6+0.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,747 | $56.7 萬 | 0.4% | +326+13.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,908 | $55.7 萬 | 0.4% | +165+3.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,342 | $54.4 萬 | 0.4% | +46+3.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,675 | $52.8 萬 | 0.3% | +522+24.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,424 | $52.5 萬 | 0.3% | +146+1.8% | 加碼 | – |
| NEENextera Energy Inc | Stock | 6,143 | $51.9 萬 | 0.3% | +647+11.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,884 | $51.1 萬 | 0.3% | +124+7.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,707 | $50.4 萬 | 0.3% | +4,578+56.3% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 2,194 | $50.3 萬 | 0.3% | +39+1.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,723 | $47.2 萬 | 0.3% | +278+19.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,162 | $46.9 萬 | 0.3% | −93−1.1% | 減碼 | – |
| NVSNovartis AG | ADR | 4,023 | $46.3 萬 | 0.3% | +281+7.5% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 2,933 | $45.4 萬 | 0.3% | +33+1.1% | 加碼依 2 比 1 拆股換算 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $45.2 萬 | 0.3% | −4,130−67.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,393 | $45.1 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,515 | $42.8 萬 | 0.3% | +356+16.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,768 | $41.9 萬 | 0.3% | +1,768 | 新進 | – |
| QCOMQualcomm Inc | Stock | 2,462 | $41.9 萬 | 0.3% | −9−0.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,820 | $41.7 萬 | 0.3% | 00.0% | 不變 | – |
| SPOTSpotify Technology S.A. | Stock | 1,123 | $41.4 萬 | 0.3% | +176+18.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $41.0 萬 | 0.3% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,349 | $40.8 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 6,028 | $39.8 萬 | 0.3% | +112+1.9% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,954 | $39.7 萬 | 0.3% | +530+12.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 829 | $39.5 萬 | 0.3% | +126+17.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,416 | $39.4 萬 | 0.3% | −14−1.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 687 | $39.1 萬 | 0.3% | +687 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,567 | $38.5 萬 | 0.3% | +745+9.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,250 | $37.7 萬 | 0.2% | +1,219+30.2% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $37.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 417 | $37.3 萬 | 0.2% | +75+21.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,234 | $36.9 萬 | 0.2% | +217+7.2% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,000 | $36.0 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 727 | $35.7 萬 | 0.2% | +74+11.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,594 | $35.1 萬 | 0.2% | +1,139+20.9% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,206 | $35.1 萬 | 0.2% | −62−1.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 565 | $34.9 萬 | 0.2% | +32+6.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 670 | $34.8 萬 | 0.2% | +30+4.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 703 | $34.8 萬 | 0.2% | +37+5.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,198 | $33.7 萬 | 0.2% | +2,198 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,926 | $33.6 萬 | 0.2% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,172 | $32.5 萬 | 0.2% | +751+22.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,976 | $32.4 萬 | 0.2% | −445−18.4% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 4,530 | $32.4 萬 | 0.2% | −216−4.6% | 減碼 | – |
| MFCManulife Financial Corp | COM | 10,768 | $31.8 萬 | 0.2% | +458+4.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 677 | $31.5 萬 | 0.2% | +35+5.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 383 | $31.3 萬 | 0.2% | +383 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 734 | $31.0 萬 | 0.2% | +734 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,081 | $31.0 萬 | 0.2% | +75+1.2% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（7 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 3,323 | $43.7 萬 | 0.3% | 歷史 |
| LRCXLam Research Corp | COM | 360 | $38.3 萬 | 0.3% | 歷史 |
| INTCIntel Corp | Stock | 9,905 | $30.7 萬 | 0.2% | 歷史 |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 4,989 | $29.4 萬 | 0.2% | – |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 4,348 | $21.0 萬 | 0.2% | – |
| STLAStellantis N.V. | SHS | 10,530 | $20.9 萬 | 0.2% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,140 | $20.1 萬 | 0.1% | 歷史 |