S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 11 檔
- 估計 +$323.7 萬
- 加碼
- 35 檔
- 估計 +$1,107 萬
- 減碼
- 32 檔
- 估計 −$232.5 萬
- 清倉
- 1 檔
- 估計 −$20.7 萬
總值從 $1.82 億變成 $2.03 億（+$2,087 萬 (+11.5%)），持股從 74 檔變成 84 檔（+10）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J882 | 加碼– | 569,200493,217 | +75,983+15.4% | $1,229 萬$1,067 萬 | +$164.0 萬 | 6.0%5.9% | +0.19 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 532,056490,250 | +41,806+8.5% | $1,156 萬$1,067 萬 | +$90.8 萬 | 5.7%5.9% | −0.16 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 511,801479,037 | +32,764+6.8% | $1,136 萬$1,062 萬 | +$72.7 萬 | 5.6%5.8% | −0.24 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 459,998414,506 | +45,492+11.0% | $1,026 萬$918.1 萬 | +$101.5 萬 | 5.1%5.0% | +0.02 |
| AAPLApple Inc. | 加碼歷史 | 69,52068,399 | +1,121+1.6% | $952.1 萬$835.5 萬 | +$15.4 萬 | 4.7%4.6% | +0.10 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 121,84891,792 | +30,056+32.7% | $902.4 萬$635.9 萬 | +$222.6 萬 | 4.4%3.5% | +0.95 |
| AMZNAmazon Com Inc | 加碼歷史 | 2,1582,064 | +94+4.6% | $742.4 萬$638.6 萬 | +$32.3 萬 | 3.7%3.5% | +0.15 |
| MSFTMicrosoft Corp | 加碼歷史 | 21,83620,920 | +916+4.4% | $591.5 萬$493.2 萬 | +$24.8 萬 | 2.9%2.7% | +0.21 |
| GOOGLAlphabet Inc. | 加碼歷史 | 2,2582,228 | +30+1.3% | $551.4 萬$459.5 萬 | +$7.33 萬 | 2.7%2.5% | +0.19 |
| METAMeta Platforms, Inc. | 加碼歷史 | 15,67615,359 | +317+2.1% | $545.1 萬$452.4 萬 | +$11.0 萬 | 2.7%2.5% | +0.20 |
| ENBEnbridge Inc | 加碼歷史 | 131,613128,106 | +3,507+2.7% | $527.0 萬$466.3 萬 | +$14.0 萬 | 2.6%2.6% | +0.04 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 26,41527,156 | −741−2.7% | $516.3 萬$486.2 萬 | −$14.5 萬 | 2.5%2.7% | −0.13 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 加碼– | 197,450170,877 | +26,573+15.6% | $461.0 萬$399.0 萬 | +$62.0 萬 | 2.3%2.2% | +0.08 |
| VLOValero Energy Corp | 減碼歷史 | 56,33956,710 | −371−0.7% | $439.9 萬$406.0 萬 | −$2.90 萬 | 2.2%2.2% | −0.06 |
| USBUS Bancorp DE | 減碼歷史 | 75,60077,432 | −1,832−2.4% | $430.7 萬$428.3 萬 | −$10.4 萬 | 2.1%2.3% | −0.23 |
| COSTCostco Wholesale Corp | 減碼歷史 | 10,78610,948 | −162−1.5% | $426.8 萬$385.9 萬 | −$6.41 萬 | 2.1%2.1% | −0.02 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 38,90940,834 | −1,925−4.7% | $404.5 萬$392.1 萬 | −$20.0 萬 | 2.0%2.2% | −0.16 |
| LMTLockheed Martin Corp | 加碼歷史 | 10,61410,046 | +568+5.7% | $401.6 萬$371.2 萬 | +$21.5 萬 | 2.0%2.0% | −0.06 |
| SBUXStarbucks Corp | 減碼歷史 | 35,90536,514 | −609−1.7% | $401.5 萬$399.0 萬 | −$6.81 萬 | 2.0%2.2% | −0.21 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 158,855150,924 | +7,931+5.3% | $399.8 萬$377.0 萬 | +$20.0 萬 | 2.0%2.1% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 156,855149,324 | +7,531+5.0% | $399.5 萬$377.8 萬 | +$19.2 萬 | 2.0%2.1% | −0.11 |
| NEENextera Energy Inc | 加碼歷史 | 53,97451,308 | +2,666+5.2% | $395.5 萬$387.9 萬 | +$19.5 萬 | 1.9%2.1% | −0.18 |
| AAgilent Technologies, Inc. | 減碼歷史 | 25,58026,307 | −727−2.8% | $378.1 萬$334.5 萬 | −$10.7 萬 | 1.9%1.8% | +0.03 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 152,787139,971 | +12,816+9.2% | $377.7 萬$343.6 萬 | +$31.7 萬 | 1.9%1.9% | −0.03 |
| DDominion Energy, Inc | 加碼歷史 | 49,32146,305 | +3,016+6.5% | $362.9 萬$351.7 萬 | +$22.2 萬 | 1.8%1.9% | −0.14 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 8,6638,754 | −91−1.0% | $346.9 萬$325.7 萬 | −$3.64 萬 | 1.7%1.8% | −0.08 |
| ECLEcolab Inc. | 減碼歷史 | 15,72716,030 | −303−1.9% | $323.9 萬$343.2 萬 | −$6.24 萬 | 1.6%1.9% | −0.29 |
| CTVACorteva, Inc. | 減碼歷史 | 70,07672,048 | −1,972−2.7% | $310.8 萬$335.9 萬 | −$8.75 萬 | 1.5%1.8% | −0.31 |
| HONHoneywell International Inc | 減碼歷史 | 13,47713,894 | −417−3.0% | $295.6 萬$301.6 萬 | −$9.15 萬 | 1.5%1.7% | −0.20 |
| PEPPepsiCo Inc | 減碼歷史 | 18,21318,644 | −431−2.3% | $269.9 萬$263.7 萬 | −$6.39 萬 | 1.3%1.4% | −0.12 |
| EQIXEquinix Inc | 減碼歷史 | 2,5892,614 | −25−1.0% | $207.8 萬$177.6 萬 | −$2.01 萬 | 1.0%1.0% | +0.05 |
| MAMastercard Inc | 減碼歷史 | 5,6585,852 | −194−3.3% | $206.6 萬$208.4 萬 | −$7.08 萬 | 1.0%1.1% | −0.13 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 18,07020,299 | −2,229−11.0% | $188.4 萬$196.3 萬 | −$23.2 萬 | 0.9%1.1% | −0.15 |
| INTCIntel Corp | 加碼歷史 | 31,55625,161 | +6,395+25.4% | $177.2 萬$161.0 萬 | +$35.9 萬 | 0.9%0.9% | −0.01 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 23,19119,373 | +3,818+19.7% | $167.0 萬$121.8 萬 | +$27.5 萬 | 0.8%0.7% | +0.15 |
| BSCLBILI Social International, Inc. | 減碼歷史 | 73,78292,035 | −18,253−19.8% | $155.7 萬$194.5 萬 | −$38.5 萬 | 0.8%1.1% | −0.30 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 3,0302,457 | +573+23.3% | $152.9 萬$112.1 萬 | +$28.9 萬 | 0.8%0.6% | +0.14 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 4,4874,447 | +40+0.9% | $124.7 萬$113.6 萬 | +$1.11 萬 | 0.6%0.6% | −0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 8,4787,052 | +1,426+20.2% | $124.3 萬$94.0 萬 | +$20.9 萬 | 0.6%0.5% | +0.10 |
| VVisa Inc. | 加碼歷史 | 5,2765,128 | +148+2.9% | $123.4 萬$108.6 萬 | +$3.46 萬 | 0.6%0.6% | +0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 4,0084,469 | −461−10.3% | $107.7 萬$116.3 萬 | −$12.4 萬 | 0.5%0.6% | −0.11 |
| CDNSCadence Design Systems Inc | 新進歷史 | 7,7930 | +7,793 | $106.6 萬$0 | +$106.6 萬 | 0.5%0.0% | +0.52 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 9,0859,539 | −454−4.8% | $102.6 萬$103.5 萬 | −$5.13 萬 | 0.5%0.6% | −0.06 |
| GDGeneral Dynamics Corp | 減碼歷史 | 5,4005,432 | −32−0.6% | $101.7 萬$98.6 萬 | −$6,026.67 | 0.5%0.5% | −0.04 |
| DISWalt Disney Co | 減碼歷史 | 5,0515,132 | −81−1.6% | $88.8 萬$94.7 萬 | −$1.42 萬 | 0.4%0.5% | −0.08 |
| SOSouthern Co | 減碼歷史 | 14,52016,869 | −2,349−13.9% | $87.9 萬$104.9 萬 | −$14.2 萬 | 0.4%0.6% | −0.14 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 3,1402,883 | +257+8.9% | $85.2 萬$70.1 萬 | +$6.97 萬 | 0.4%0.4% | +0.03 |
| DDDuPont de Nemours, Inc. | 減碼歷史 | 10,71510,734 | −19−0.2% | $82.9 萬$83.0 萬 | −$1,470 | 0.4%0.5% | −0.05 |
| RTXRTX Corp | 減碼歷史 | 7,0417,300 | −259−3.5% | $60.1 萬$56.4 萬 | −$2.21 萬 | 0.3%0.3% | −0.01 |
| XYLXylem Inc. | 減碼歷史 | 4,5844,604 | −20−0.4% | $55.0 萬$48.4 萬 | −$2,399.65 | 0.3%0.3% | +0.01 |
| MCDMcDonalds Corp | 不變歷史 | 2,3402,340 | 00.0% | $54.1 萬$52.4 萬 | $0 | 0.3%0.3% | −0.02 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 3,3593,359 | 00.0% | $53.3 萬$50.9 萬 | $0 | 0.3%0.3% | −0.02 |
| TGTTarget Corp | 不變歷史 | 2,0332,033 | 00.0% | $49.1 萬$40.3 萬 | $0 | 0.2%0.2% | +0.02 |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | 減碼– | 20,34226,446 | −6,104−23.1% | $46.8 萬$61.0 萬 | −$14.0 萬 | 0.2%0.3% | −0.10 |
| MRKMerck & Co., Inc. | 加碼歷史 | 6,0225,913 | +109+1.8% | $46.8 萬$45.6 萬 | +$8,470.94 | 0.2%0.3% | −0.02 |
| iShares Tr46435G425 | 減碼– | 4,6554,753 | −98−2.1% | $45.8 萬$43.2 萬 | −$9,642.11 | 0.2%0.2% | −0.01 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 1,5881,465 | +123+8.4% | $45.7 萬$41.2 萬 | +$3.54 萬 | 0.2%0.2% | 0.00 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 1,0091,031 | −22−2.1% | $43.4 萬$41.0 萬 | −$9,462.83 | 0.2%0.2% | −0.01 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 2,8992,687 | +212+7.9% | $43.3 萬$37.5 萬 | +$3.17 萬 | 0.2%0.2% | +0.01 |
| MMM3M Co | 加碼歷史 | 2,1041,811 | +293+16.2% | $41.8 萬$34.9 萬 | +$5.82 萬 | 0.2%0.2% | +0.01 |
| DUKDuke Energy CORP | 減碼歷史 | 4,0474,320 | −273−6.3% | $40.0 萬$41.7 萬 | −$2.70 萬 | 0.2%0.2% | −0.03 |
| MDTMedtronic plc | 加碼歷史 | 3,0402,736 | +304+11.1% | $37.7 萬$32.3 萬 | +$3.77 萬 | 0.2%0.2% | +0.01 |
| LINLinde PLC | 加碼歷史 | 1,2751,210 | +65+5.4% | $36.9 萬$33.9 萬 | +$1.88 萬 | 0.2%0.2% | 0.00 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 2,2482,003 | +245+12.2% | $35.0 萬$30.5 萬 | +$3.81 萬 | 0.2%0.2% | 0.00 |
| JNJJohnson & Johnson | 加碼歷史 | 2,0741,962 | +112+5.7% | $34.2 萬$32.2 萬 | +$1.85 萬 | 0.2%0.2% | −0.01 |
| ADPAutomatic Data Processing Inc | 不變歷史 | 1,6161,616 | 00.0% | $32.1 萬$30.5 萬 | $0 | 0.2%0.2% | −0.01 |
| ACNAccenture plc | 加碼歷史 | 1,031901 | +130+14.4% | $30.4 萬$24.9 萬 | +$3.83 萬 | 0.1%0.1% | +0.01 |
| CSCOCisco Systems, Inc. | 新進歷史 | 5,3170 | +5,317 | $28.2 萬$0 | +$28.2 萬 | 0.1%0.0% | +0.14 |
| iShares Core MSCI Eafe ETF46432F842 | 不變– | 3,5023,502 | 00.0% | $26.2 萬$25.2 萬 | $0 | 0.1%0.1% | −0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 2,3302,230 | +100+4.5% | $26.2 萬$24.1 萬 | +$1.12 萬 | 0.1%0.1% | 0.00 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 1,6001,602 | −2−0.1% | $24.8 萬$23.6 萬 | −$310 | 0.1%0.1% | −0.01 |
| XOMExxonMobil Holdings Corp | 新進歷史 | 3,9150 | +3,915 | $24.7 萬$0 | +$24.7 萬 | 0.1%0.0% | +0.12 |
| PGProcter & Gamble Co | 減碼歷史 | 1,7751,778 | −3−0.2% | $24.0 萬$24.1 萬 | −$405.63 | 0.1%0.1% | −0.01 |
| iShares Tr464288885 | 減碼– | 2,2112,255 | −44−2.0% | $23.7 萬$22.7 萬 | −$4,716.42 | 0.1%0.1% | −0.01 |
| CVSCVS Health Corp | 減碼歷史 | 2,8252,842 | −17−0.6% | $23.6 萬$21.4 萬 | −$1,420.18 | 0.1%0.1% | 0.00 |
| LLYEli Lilly & Co | 新進歷史 | 1,0000 | +1,000 | $23.0 萬$0 | +$23.0 萬 | 0.1%0.0% | +0.11 |
| NOCNorthrop Grumman Corp | 不變歷史 | 618618 | 00.0% | $22.5 萬$20.0 萬 | $0 | 0.1%0.1% | 0.00 |
| RFRegions Financial Corp | 新進歷史 | 11,0000 | +11,000 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.11 |
| JRSNuveen Real Estate Income Fund | 新進歷史 | 20,0000 | +20,000 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.11 |
| CLColgate Palmolive Co | 新進歷史 | 2,7110 | +2,711 | $22.1 萬$0 | +$22.1 萬 | 0.1%0.0% | +0.11 |
| EMREmerson Electric Co | 新進歷史 | 2,2790 | +2,279 | $21.9 萬$0 | +$21.9 萬 | 0.1%0.0% | +0.11 |
| BMYBristol Myers Squibb Co | 新進歷史 | 3,0940 | +3,094 | $20.7 萬$0 | +$20.7 萬 | 0.1%0.0% | +0.10 |
| VZVerizon Communications Inc | 新進歷史 | 3,6460 | +3,646 | $20.4 萬$0 | +$20.4 萬 | 0.1%0.0% | +0.10 |
| FFord Motor Co | 新進歷史 | 7,9000 | +7,900 | $11.7 萬$0 | +$11.7 萬 | 0.1%0.0% | +0.06 |
| CMICummins Inc | 清倉歷史 | 0800 | −800−100.0% | $0$20.7 萬 | −$20.7 萬 | 0.0%0.1% | −0.11 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。