Seven Mile Advisory
- SEC CIK
- 0001987932
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 180
- 較 2025 年第 1 季 +5
- 總值
- $1.66 億
- 較 2025 年第 1 季 +$1,651 萬 (+11.0%)
| 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 | 32,468 | $2,006 萬 | 12.1% | −50.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 99,270 | $1,568 萬 | 9.4% | +787+0.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 41,585 | $853.2 萬 | 5.1% | −2,100−4.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,599 | $825.7 萬 | 5.0% | +928+5.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,169 | $691.2 萬 | 4.2% | −186−1.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 30,565 | $670.6 萬 | 4.0% | −256−0.8% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 170,053 | $492.3 萬 | 3.0% | +12,998+8.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,301 | $391.2 萬 | 2.4% | −125−2.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,373 | $272.7 萬 | 1.6% | −670−4.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,259 | $268.9 萬 | 1.6% | −350−2.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,887 | $250.0 萬 | 1.5% | −92−1.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,360 | $242.4 萬 | 1.5% | −77−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,323 | $229.4 萬 | 1.4% | +640+8.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,750 | $172.1 萬 | 1.0% | −6,431−23.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 29,241 | $171.9 萬 | 1.0% | −9,839−25.2% | 減碼 | – |
| VVisa Inc. | Stock | 4,795 | $170.2 萬 | 1.0% | −72−1.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,898 | $153.4 萬 | 0.9% | −78−1.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 26,504 | $151.1 萬 | 0.9% | −904−3.3% | 減碼 | – |
| MAMastercard Inc | Stock | 2,623 | $147.4 萬 | 0.9% | −52−1.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 28,006 | $146.6 萬 | 0.9% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 1,062 | $142.2 萬 | 0.9% | −13−1.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,436 | $140.9 萬 | 0.8% | +517+13.2% | 加碼 | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 9,306 | $140.4 萬 | 0.8% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 13,498 | $132.0 萬 | 0.8% | −44−0.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,993 | $131.0 萬 | 0.8% | −115−1.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,237 | $122.5 萬 | 0.7% | −14−1.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,506 | $121.7 萬 | 0.7% | −148−5.6% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,488 | $114.2 萬 | 0.7% | +30+2.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,403 | $109.4 萬 | 0.7% | −149−9.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,531 | $84.9 萬 | 0.5% | −4,084−26.2% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 21,695 | $82.6 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,959 | $74.0 萬 | 0.4% | +12+0.1% | 加碼 | – |
| INTUIntuit Inc. | Stock | 933 | $73.5 萬 | 0.4% | +14+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,782 | $73.0 萬 | 0.4% | −1,265−20.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,286 | $72.9 萬 | 0.4% | +56+2.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,300 | $71.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,464 | $71.2 萬 | 0.4% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 2,376 | $69.4 萬 | 0.4% | −75−3.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 13,959 | $66.1 萬 | 0.4% | −876−5.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 811 | $65.0 萬 | 0.4% | −8−1.0% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 2,127 | $64.7 萬 | 0.4% | −78−3.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,041 | $64.6 萬 | 0.4% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 3,474 | $63.6 萬 | 0.4% | +385+12.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,682 | $61.7 萬 | 0.4% | −9−0.5% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,151 | $61.6 萬 | 0.4% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,282 | $60.9 萬 | 0.4% | +266+8.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,310 | $60.3 萬 | 0.4% | +203+6.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,733 | $59.5 萬 | 0.4% | −467−11.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,334 | $58.3 萬 | 0.4% | −892−5.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,263 | $58.2 萬 | 0.3% | +244+3.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 4,971 | $57.3 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,044 | $55.7 萬 | 0.3% | −41−2.0% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 12,308 | $54.5 萬 | 0.3% | +1,234+11.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,017 | $54.1 萬 | 0.3% | +50+1.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,967 | $54.0 萬 | 0.3% | +66+1.7% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,213 | $53.5 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 4,357 | $52.7 萬 | 0.3% | +115+2.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,785 | $52.6 萬 | 0.3% | +104+6.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,304 | $52.2 萬 | 0.3% | +52+2.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 736 | $52.1 萬 | 0.3% | −4−0.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,278 | $51.3 萬 | 0.3% | −49−0.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,000 | $50.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,162 | $49.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 5,395 | $48.2 萬 | 0.3% | +20.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 6,862 | $47.6 萬 | 0.3% | −403−5.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 450 | $46.3 萬 | 0.3% | +86+23.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,619 | $45.7 萬 | 0.3% | +545+9.0% | 加碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,300 | $45.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,037 | $45.4 萬 | 0.3% | −179−5.6% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 2,756 | $45.0 萬 | 0.3% | +36+1.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,350 | $44.1 萬 | 0.3% | +23+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,820 | $44.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,939 | $43.1 萬 | 0.3% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,680 | $42.7 萬 | 0.3% | −386−12.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 3,000 | $42.3 萬 | 0.3% | +55+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,768 | $41.9 萬 | 0.3% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 6,913 | $40.5 萬 | 0.2% | +386+5.9% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,353 | $40.4 萬 | 0.2% | −357−20.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,340 | $40.4 萬 | 0.2% | +572+6.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,939 | $40.3 萬 | 0.2% | −383−16.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,922 | $39.8 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,572 | $39.2 萬 | 0.2% | +176+3.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 719 | $39.1 萬 | 0.2% | +24+3.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,515 | $39.0 萬 | 0.2% | −45−2.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,123 | $39.0 萬 | 0.2% | −56−2.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 687 | $38.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,926 | $38.0 萬 | 0.2% | +1+0.1% | 加碼 | – |
| TAT&T Inc. | Stock | 13,108 | $37.9 萬 | 0.2% | −543−4.0% | 減碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 9,438 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
| COFCapital One Financial Corp | Stock | 1,774 | $37.7 萬 | 0.2% | +168+10.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,840 | $37.7 萬 | 0.2% | −101−5.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,031 | $37.6 萬 | 0.2% | −142−4.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,819 | $37.2 萬 | 0.2% | +269+10.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,169 | $36.5 萬 | 0.2% | −524−31.0% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 774 | $36.3 萬 | 0.2% | −42−5.1% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 62 | $35.9 萬 | 0.2% | −2−3.1% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,000 | $35.4 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,948 | $35.0 萬 | 0.2% | −78−1.6% | 減碼 | 歷史 |
| CLSCelestica Inc | Stock | 2,205 | $34.4 萬 | 0.2% | +2,205 | 新進 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 12,533 | $74.9 萬 | 0.5% | – |
| ELVElevance Health, Inc. | Stock | 660 | $28.7 萬 | 0.2% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,224 | $27.3 萬 | 0.2% | 歷史 |
| FISVFiserv Inc | Stock | 1,176 | $26.0 萬 | 0.2% | 歷史 |
| GSKGSK plc | ADR | 6,142 | $23.8 萬 | 0.2% | 歷史 |
| EQIXEquinix Inc | COM | 249 | $20.3 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 863 | $20.1 萬 | 0.1% | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 10,029 | $15.5 萬 | 0.1% | 歷史 |