S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/14 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 84
- 較 2021 年第 1 季 +10
- 總值
- $2.03 億
- 較 2021 年第 1 季 +$2,087 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 569,200 | $1,229 萬 | 6.0% | +75,983+15.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 532,056 | $1,156 萬 | 5.7% | +41,806+8.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 511,801 | $1,136 萬 | 5.6% | +32,764+6.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 459,998 | $1,026 萬 | 5.1% | +45,492+11.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 69,520 | $952.1 萬 | 4.7% | +1,121+1.6% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 121,848 | $902.4 萬 | 4.4% | +30,056+32.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,158 | $742.4 萬 | 3.7% | +94+4.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,836 | $591.5 萬 | 2.9% | +916+4.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,258 | $551.4 萬 | 2.7% | +30+1.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,676 | $545.1 萬 | 2.7% | +317+2.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 131,613 | $527.0 萬 | 2.6% | +3,507+2.7% | 加碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 26,415 | $516.3 萬 | 2.5% | −741−2.7% | 減碼 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 197,450 | $461.0 萬 | 2.3% | +26,573+15.6% | 加碼 | – |
| VLOValero Energy Corp | Stock | 56,339 | $439.9 萬 | 2.2% | −371−0.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 75,600 | $430.7 萬 | 2.1% | −1,832−2.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,786 | $426.8 萬 | 2.1% | −162−1.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,909 | $404.5 萬 | 2.0% | −1,925−4.7% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 10,614 | $401.6 萬 | 2.0% | +568+5.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 35,905 | $401.5 萬 | 2.0% | −609−1.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 158,855 | $399.8 萬 | 2.0% | +7,931+5.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 156,855 | $399.5 萬 | 2.0% | +7,531+5.0% | 加碼 | – |
| NEENextera Energy Inc | Stock | 53,974 | $395.5 萬 | 1.9% | +2,666+5.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 25,580 | $378.1 萬 | 1.9% | −727−2.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 152,787 | $377.7 萬 | 1.9% | +12,816+9.2% | 加碼 | – |
| DDominion Energy, Inc | Stock | 49,321 | $362.9 萬 | 1.8% | +3,016+6.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,663 | $346.9 萬 | 1.7% | −91−1.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 15,727 | $323.9 萬 | 1.6% | −303−1.9% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 70,076 | $310.8 萬 | 1.5% | −1,972−2.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 13,477 | $295.6 萬 | 1.5% | −417−3.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,213 | $269.9 萬 | 1.3% | −431−2.3% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,589 | $207.8 萬 | 1.0% | −25−1.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,658 | $206.6 萬 | 1.0% | −194−3.3% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 18,070 | $188.4 萬 | 0.9% | −2,229−11.0% | 減碼 | – |
| INTCIntel Corp | Stock | 31,556 | $177.2 萬 | 0.9% | +6,395+25.4% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 23,191 | $167.0 萬 | 0.8% | +3,818+19.7% | 加碼 | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 73,782 | $155.7 萬 | 0.8% | −18,253−19.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,030 | $152.9 萬 | 0.8% | +573+23.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,487 | $124.7 萬 | 0.6% | +40+0.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,478 | $124.3 萬 | 0.6% | +1,426+20.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,276 | $123.4 萬 | 0.6% | +148+2.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,008 | $107.7 萬 | 0.5% | −461−10.3% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 7,793 | $106.6 萬 | 0.5% | +7,793 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,085 | $102.6 萬 | 0.5% | −454−4.8% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 5,400 | $101.7 萬 | 0.5% | −32−0.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,051 | $88.8 萬 | 0.4% | −81−1.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 14,520 | $87.9 萬 | 0.4% | −2,349−13.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,140 | $85.2 萬 | 0.4% | +257+8.9% | 加碼 | – |
| DDDuPont de Nemours, Inc. | COM | 10,715 | $82.9 萬 | 0.4% | −19−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 7,041 | $60.1 萬 | 0.3% | −259−3.5% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 4,584 | $55.0 萬 | 0.3% | −20−0.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,340 | $54.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,359 | $53.3 萬 | 0.3% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 2,033 | $49.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,022 | $46.8 萬 | 0.2% | +109+1.8% | 加碼 | 歷史 |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 20,342 | $46.8 萬 | 0.2% | −6,104−23.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,655 | $45.8 萬 | 0.2% | −98−2.1% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,588 | $45.7 萬 | 0.2% | +123+8.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,009 | $43.4 萬 | 0.2% | −22−2.1% | 減碼 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 2,899 | $43.3 萬 | 0.2% | +212+7.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,104 | $41.8 萬 | 0.2% | +293+16.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,047 | $40.0 萬 | 0.2% | −273−6.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 3,040 | $37.7 萬 | 0.2% | +304+11.1% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 1,275 | $36.9 萬 | 0.2% | +65+5.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,248 | $35.0 萬 | 0.2% | +245+12.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,074 | $34.2 萬 | 0.2% | +112+5.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,616 | $32.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,031 | $30.4 萬 | 0.1% | +130+14.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,317 | $28.2 萬 | 0.1% | +5,317 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,502 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,330 | $26.2 萬 | 0.1% | +100+4.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,600 | $24.8 萬 | 0.1% | −2−0.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,915 | $24.7 萬 | 0.1% | +3,915 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,775 | $24.0 萬 | 0.1% | −3−0.2% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,211 | $23.7 萬 | 0.1% | −44−2.0% | 減碼 | – |
| CVSCVS Health Corp | Stock | 2,825 | $23.6 萬 | 0.1% | −17−0.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,000 | $23.0 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 618 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 11,000 | $22.2 萬 | 0.1% | +11,000 | 新進 | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 20,000 | $22.2 萬 | 0.1% | +20,000 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,711 | $22.1 萬 | 0.1% | +2,711 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,279 | $21.9 萬 | 0.1% | +2,279 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,094 | $20.7 萬 | 0.1% | +3,094 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,646 | $20.4 萬 | 0.1% | +3,646 | 新進 | 歷史 |
| FFord Motor Co | Stock | 7,900 | $11.7 萬 | 0.1% | +7,900 | 新進 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| FFord Motor Co | Stock | – | $1.60 萬 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。