Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/13 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 175
- 較 2024 年第 4 季 +8
- 總值
- $1.50 億
- 較 2024 年第 4 季 −$695.5 萬 (−4.4%)
| 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 | 32,473 | $1,816 萬 | 12.1% | +30+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 98,483 | $1,067 萬 | 7.1% | −17,539−15.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 43,685 | $970.4 萬 | 6.5% | +1,101+2.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,355 | $634.9 萬 | 4.2% | +281+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,671 | $588.3 萬 | 3.9% | −587−3.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,821 | $586.4 萬 | 3.9% | −1,510−4.7% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 157,055 | $406.6 萬 | 2.7% | +6,525+4.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,426 | $312.7 萬 | 2.1% | +264+5.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,043 | $250.6 萬 | 1.7% | +311+2.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,609 | $241.4 萬 | 1.6% | −13−0.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 39,080 | $229.4 萬 | 1.5% | −5,194−11.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 27,181 | $222.2 萬 | 1.5% | −3,732−12.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,979 | $215.9 萬 | 1.4% | −239−3.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,437 | $207.0 萬 | 1.4% | −131−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,867 | $170.6 萬 | 1.1% | +136+2.9% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,976 | $150.1 萬 | 1.0% | +65+0.8% | 加碼 | – |
| MAMastercard Inc | Stock | 2,675 | $146.6 萬 | 1.0% | +94+3.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 28,006 | $143.0 萬 | 1.0% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,654 | $141.3 萬 | 0.9% | +120+4.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,408 | $139.3 萬 | 0.9% | +80.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,683 | $128.6 萬 | 0.9% | −63−0.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,552 | $128.2 萬 | 0.9% | +202+15.0% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $126.7 萬 | 0.8% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 13,542 | $118.9 萬 | 0.8% | +660+5.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,251 | $118.3 萬 | 0.8% | +36+3.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 15,615 | $114.7 萬 | 0.8% | −1,966−11.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,919 | $101.6 萬 | 0.7% | −218−5.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,047 | $100.3 萬 | 0.7% | +1,690+38.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,075 | $100.2 萬 | 0.7% | +3+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,693 | $88.7 萬 | 0.6% | +110+6.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,108 | $85.4 萬 | 0.6% | +331+5.7% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,458 | $80.2 萬 | 0.5% | +47+3.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,451 | $76.6 萬 | 0.5% | +155+6.8% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 12,533 | $74.9 萬 | 0.5% | +2,974+31.1% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 21,695 | $73.1 萬 | 0.5% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 4,200 | $71.6 萬 | 0.5% | +292+7.5% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,947 | $67.7 萬 | 0.5% | +40.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $65.8 萬 | 0.4% | 00.0% | 不變 | – |
| CMCSAComcast Corp | Stock | 17,226 | $63.6 萬 | 0.4% | +20+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,016 | $63.2 萬 | 0.4% | +239+8.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,691 | $62.0 萬 | 0.4% | +24+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 14,835 | $61.9 萬 | 0.4% | +24+0.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,151 | $60.1 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,464 | $60.0 萬 | 0.4% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 2,230 | $60.0 萬 | 0.4% | −13−0.6% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 2,205 | $59.2 萬 | 0.4% | +54+2.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,967 | $59.1 萬 | 0.4% | +395+8.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,041 | $58.5 萬 | 0.4% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 919 | $56.4 萬 | 0.4% | −54−5.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,085 | $56.0 萬 | 0.4% | +323+18.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 819 | $54.3 萬 | 0.4% | +51+6.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,710 | $53.4 萬 | 0.4% | +60+3.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,901 | $51.7 萬 | 0.3% | +473+13.8% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,214 | $51.0 萬 | 0.3% | −36−2.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,019 | $50.4 萬 | 0.3% | +383+5.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,107 | $49.3 萬 | 0.3% | +440+16.5% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,327 | $48.6 萬 | 0.3% | −47−0.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,325 | $47.8 萬 | 0.3% | −534−9.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,973 | $47.5 萬 | 0.3% | −95−1.9% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 4,242 | $47.3 萬 | 0.3% | +655+18.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,066 | $47.1 萬 | 0.3% | +265+9.5% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,216 | $45.0 萬 | 0.3% | +101+3.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,327 | $44.9 萬 | 0.3% | −66−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,265 | $44.8 萬 | 0.3% | +326+4.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,089 | $44.8 萬 | 0.3% | +144+4.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,393 | $44.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,162 | $44.1 萬 | 0.3% | 00.0% | 不變 | – |
| WSMWilliams Sonoma Inc | COM | 2,720 | $43.0 萬 | 0.3% | +16+0.6% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,549 | $42.6 萬 | 0.3% | +414+19.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,074 | $42.2 萬 | 0.3% | −504−7.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,092 | $41.9 萬 | 0.3% | +146+15.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,681 | $41.8 萬 | 0.3% | +114+7.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,322 | $41.7 萬 | 0.3% | +136+6.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $41.3 萬 | 0.3% | −19−0.9% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 740 | $40.4 萬 | 0.3% | −4−0.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,768 | $39.8 萬 | 0.3% | +389+4.6% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,396 | $39.5 萬 | 0.3% | −420−7.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,820 | $39.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,768 | $39.2 萬 | 0.3% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 6,527 | $39.2 萬 | 0.3% | −118−1.8% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $39.1 萬 | 0.3% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 13,651 | $38.6 萬 | 0.3% | +130+1.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,550 | $38.2 萬 | 0.3% | +80+3.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 816 | $38.0 萬 | 0.3% | +59+7.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,179 | $37.6 萬 | 0.3% | +138+6.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,252 | $37.4 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 11,074 | $36.7 萬 | 0.2% | +60+0.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 687 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,438 | $36.6 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 5,026 | $36.0 萬 | 0.2% | +1,087+27.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 714 | $35.5 萬 | 0.2% | +18+2.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 695 | $34.4 萬 | 0.2% | −35−4.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 709 | $34.4 萬 | 0.2% | +23+3.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 2,945 | $34.4 萬 | 0.2% | +96+3.4% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,560 | $33.5 萬 | 0.2% | +455+11.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 896 | $33.4 萬 | 0.2% | +150+20.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,941 | $33.1 萬 | 0.2% | +36+1.9% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,000 | $32.8 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 2,636 | $29.1 萬 | 0.2% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,057 | $28.7 萬 | 0.2% | 歷史 |
| TGTTarget Corp | Stock | 1,703 | $23.0 萬 | 0.1% | 歷史 |
| CLSCelestica Inc | Stock | 2,189 | $20.2 萬 | 0.1% | 歷史 |
| VTRSViatris Inc | Stock | 10,869 | $13.5 萬 | 0.1% | 歷史 |
| Veren Inc92340V107 | COM NEW | 15,022 | $7.72 萬 | <0.1% | – |
| ABEVAmbev S.A. | SPONSORED ADR | 12,933 | $2.39 萬 | <0.1% | 歷史 |