S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 2 季到 2021 年第 3 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
- 12 檔
- 估計 +$232.0 萬
- 加碼
- 31 檔
- 估計 +$2,025 萬
- 減碼
- 34 檔
- 估計 −$1,100 萬
- 清倉
- 9 檔
- 估計 −$389.8 萬
總值從 $2.03 億變成 $2.12 億（+$884.5 萬 (+4.4%)），持股從 84 檔變成 87 檔（+3）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 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– | 613,470569,200 | +44,270+7.8% | $1,321 萬$1,229 萬 | +$95.3 萬 | 6.2%6.0% | +0.18 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 588,678532,056 | +56,622+10.6% | $1,276 萬$1,156 萬 | +$122.7 萬 | 6.0%5.7% | +0.33 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 572,436459,998 | +112,438+24.4% | $1,271 萬$1,026 萬 | +$249.6 萬 | 6.0%5.1% | +0.94 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 566,792511,801 | +54,991+10.7% | $1,253 萬$1,136 萬 | +$121.6 萬 | 5.9%5.6% | +0.32 |
| AAPLApple Inc. | 減碼歷史 | 66,69369,520 | −2,827−4.1% | $943.7 萬$952.1 萬 | −$40.0 萬 | 4.5%4.7% | −0.24 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 115,689121,848 | −6,159−5.1% | $847.4 萬$902.4 萬 | −$45.1 萬 | 4.0%4.4% | −0.44 |
| AMZNAmazon Com Inc | 加碼歷史 | 2,2542,158 | +96+4.4% | $740.4 萬$742.4 萬 | +$31.5 萬 | 3.5%3.7% | −0.16 |
| MSFTMicrosoft Corp | 減碼歷史 | 20,18421,836 | −1,652−7.6% | $569.0 萬$591.5 萬 | −$46.6 萬 | 2.7%2.9% | −0.23 |
| VLOValero Energy Corp | 加碼歷史 | 79,16956,339 | +22,830+40.5% | $558.7 萬$439.9 萬 | +$161.1 萬 | 2.6%2.2% | +0.47 |
| GOOGLAlphabet Inc. | 減碼歷史 | 2,0042,258 | −254−11.2% | $535.8 萬$551.4 萬 | −$67.9 萬 | 2.5%2.7% | −0.19 |
| ENBEnbridge Inc | 減碼歷史 | 128,105131,613 | −3,508−2.7% | $509.9 萬$527.0 萬 | −$14.0 萬 | 2.4%2.6% | −0.19 |
| NEENextera Energy Inc | 加碼歷史 | 64,82253,974 | +10,848+20.1% | $509.0 萬$395.5 萬 | +$85.2 萬 | 2.4%1.9% | +0.45 |
| DDominion Energy, Inc | 加碼歷史 | 66,66949,321 | +17,348+35.2% | $486.8 萬$362.9 萬 | +$126.7 萬 | 2.3%1.8% | +0.51 |
| METAMeta Platforms, Inc. | 減碼歷史 | 14,25715,676 | −1,419−9.1% | $483.9 萬$545.1 萬 | −$48.2 萬 | 2.3%2.7% | −0.40 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 19,46026,415 | −6,955−26.3% | $482.8 萬$516.3 萬 | −$172.6 萬 | 2.3%2.5% | −0.26 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 加碼– | 205,449197,450 | +7,999+4.1% | $477.5 萬$461.0 萬 | +$18.6 萬 | 2.3%2.3% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 175,369158,855 | +16,514+10.4% | $439.1 萬$399.8 萬 | +$41.3 萬 | 2.1%2.0% | +0.10 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 173,046156,855 | +16,191+10.3% | $438.2 萬$399.5 萬 | +$41.0 萬 | 2.1%2.0% | +0.10 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 176,000152,787 | +23,213+15.2% | $432.6 萬$377.7 萬 | +$57.1 萬 | 2.0%1.9% | +0.18 |
| USBUS Bancorp DE | 減碼歷史 | 70,48375,600 | −5,117−6.8% | $419.0 萬$430.7 萬 | −$30.4 萬 | 2.0%2.1% | −0.14 |
| LMTLockheed Martin Corp | 加碼歷史 | 11,96910,614 | +1,355+12.8% | $413.1 萬$401.6 萬 | +$46.8 萬 | 1.9%2.0% | −0.03 |
| COSTCostco Wholesale Corp | 減碼歷史 | 8,97810,786 | −1,808−16.8% | $403.4 萬$426.8 萬 | −$81.2 萬 | 1.9%2.1% | −0.20 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 38,29838,909 | −611−1.6% | $398.4 萬$404.5 萬 | −$6.36 萬 | 1.9%2.0% | −0.11 |
| SBUXStarbucks Corp | 減碼歷史 | 34,96435,905 | −941−2.6% | $385.7 萬$401.5 萬 | −$10.4 萬 | 1.8%2.0% | −0.16 |
| VVisa Inc. | 加碼歷史 | 14,8275,276 | +9,551+181.0% | $330.3 萬$123.4 萬 | +$212.8 萬 | 1.6%0.6% | +0.95 |
| ECLEcolab Inc. | 減碼歷史 | 15,11615,727 | −611−3.9% | $315.3 萬$323.9 萬 | −$12.7 萬 | 1.5%1.6% | −0.11 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 7,8388,663 | −825−9.5% | $306.3 萬$346.9 萬 | −$32.2 萬 | 1.4%1.7% | −0.26 |
| AAgilent Technologies, Inc. | 減碼歷史 | 18,17025,580 | −7,410−29.0% | $286.2 萬$378.1 萬 | −$116.7 萬 | 1.4%1.9% | −0.51 |
| HONHoneywell International Inc | 減碼歷史 | 13,20813,477 | −269−2.0% | $280.4 萬$295.6 萬 | −$5.71 萬 | 1.3%1.5% | −0.13 |
| CTVACorteva, Inc. | 減碼歷史 | 65,64870,076 | −4,428−6.3% | $276.2 萬$310.8 萬 | −$18.6 萬 | 1.3%1.5% | −0.23 |
| PEPPepsiCo Inc | 減碼歷史 | 17,30818,213 | −905−5.0% | $260.3 萬$269.9 萬 | −$13.6 萬 | 1.2%1.3% | −0.10 |
| INTCIntel Corp | 加碼歷史 | 42,38631,556 | +10,830+34.3% | $225.8 萬$177.2 萬 | +$57.7 萬 | 1.1%0.9% | +0.19 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 8,3461,588 | +6,758+425.6% | $213.7 萬$45.7 萬 | +$173.0 萬 | 1.0%0.2% | +0.78 |
| EQIXEquinix Inc | 減碼歷史 | 2,5292,589 | −60−2.3% | $199.8 萬$207.8 萬 | −$4.74 萬 | 0.9%1.0% | −0.08 |
| JNJJohnson & Johnson | 加碼歷史 | 12,1002,074 | +10,026+483.4% | $195.4 萬$34.2 萬 | +$161.9 萬 | 0.9%0.2% | +0.75 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 34,00823,191 | +10,817+46.6% | $191.7 萬$167.0 萬 | +$61.0 萬 | 0.9%0.8% | +0.08 |
| MAMastercard Inc | 減碼歷史 | 5,2805,658 | −378−6.7% | $183.6 萬$206.6 萬 | −$13.1 萬 | 0.9%1.0% | −0.15 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 17,08518,070 | −985−5.5% | $177.4 萬$188.4 萬 | −$10.2 萬 | 0.8%0.9% | −0.09 |
| DDDuPont de Nemours, Inc. | 加碼歷史 | 25,29710,715 | +14,582+136.1% | $172.0 萬$82.9 萬 | +$99.1 萬 | 0.8%0.4% | +0.40 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 2,8283,030 | −202−6.7% | $161.6 萬$152.9 萬 | −$11.5 萬 | 0.8%0.8% | +0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 4,0424,008 | +34+0.8% | $106.3 萬$107.7 萬 | +$8,941.61 | 0.5%0.5% | −0.03 |
| IBMInternational Business Machines Corp | 減碼歷史 | 7,6328,478 | −846−10.0% | $106.0 萬$124.3 萬 | −$11.8 萬 | 0.5%0.6% | −0.11 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 9,4139,085 | +328+3.6% | $102.8 萬$102.6 萬 | +$3.58 萬 | 0.5%0.5% | −0.02 |
| GDGeneral Dynamics Corp | 減碼歷史 | 5,1785,400 | −222−4.1% | $101.5 萬$101.7 萬 | −$4.35 萬 | 0.5%0.5% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 3,1403,140 | 00.0% | $86.0 萬$85.2 萬 | $0 | 0.4%0.4% | −0.01 |
| DISWalt Disney Co | 不變歷史 | 5,0515,051 | 00.0% | $85.4 萬$88.8 萬 | $0 | 0.4%0.4% | −0.03 |
| RTXRTX Corp | 減碼歷史 | 6,6407,041 | −401−5.7% | $57.1 萬$60.1 萬 | −$3.45 萬 | 0.3%0.3% | −0.03 |
| MCDMcDonalds Corp | 減碼歷史 | 2,3192,340 | −21−0.9% | $55.9 萬$54.1 萬 | −$5,062.1 | 0.3%0.3% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 3,3593,359 | 00.0% | $52.6 萬$53.3 萬 | $0 | 0.2%0.3% | −0.01 |
| TGTTarget Corp | 不變歷史 | 2,0332,033 | 00.0% | $46.5 萬$49.1 萬 | $0 | 0.2%0.2% | −0.02 |
| iShares Tr46435G425 | 不變– | 4,6554,655 | 00.0% | $45.8 萬$45.8 萬 | $0 | 0.2%0.2% | −0.01 |
| XYLXylem Inc. | 減碼歷史 | 3,5704,584 | −1,014−22.1% | $44.2 萬$55.0 萬 | −$12.6 萬 | 0.2%0.3% | −0.06 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 3,2812,899 | +382+13.2% | $43.9 萬$43.3 萬 | +$5.11 萬 | 0.2%0.2% | −0.01 |
| iShares Core S&P 500 ETF464287200 | 不變– | 1,0091,009 | 00.0% | $43.5 萬$43.4 萬 | $0 | 0.2%0.2% | −0.01 |
| MMM3M Co | 加碼歷史 | 2,4202,104 | +316+15.0% | $42.5 萬$41.8 萬 | +$5.55 萬 | 0.2%0.2% | −0.01 |
| MDTMedtronic plc | 加碼歷史 | 3,3923,040 | +352+11.6% | $42.5 萬$37.7 萬 | +$4.41 萬 | 0.2%0.2% | +0.01 |
| LINLinde PLC | 加碼歷史 | 1,3741,275 | +99+7.8% | $40.3 萬$36.9 萬 | +$2.90 萬 | 0.2%0.2% | +0.01 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 2,3001,600 | +700+43.8% | $35.3 萬$24.8 萬 | +$10.7 萬 | 0.2%0.1% | +0.04 |
| ACNAccenture plc | 加碼歷史 | 1,1011,031 | +70+6.8% | $35.2 萬$30.4 萬 | +$2.24 萬 | 0.2%0.1% | +0.02 |
| ABBVAbbVie Inc. | 加碼歷史 | 3,2302,330 | +900+38.6% | $34.8 萬$26.2 萬 | +$9.70 萬 | 0.2%0.1% | +0.04 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 5,8955,317 | +578+10.9% | $32.1 萬$28.2 萬 | +$3.15 萬 | 0.2%0.1% | +0.01 |
| CLColgate Palmolive Co | 加碼歷史 | 4,0692,711 | +1,358+50.1% | $30.8 萬$22.1 萬 | +$10.3 萬 | 0.1%0.1% | +0.04 |
| CLXClorox Co | 新進歷史 | 1,8500 | +1,850 | $30.6 萬$0 | +$30.6 萬 | 0.1%0.0% | +0.14 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 1,9937,793 | −5,800−74.4% | $30.2 萬$106.6 萬 | −$87.9 萬 | 0.1%0.5% | −0.38 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 1,8402,248 | −408−18.1% | $30.1 萬$35.0 萬 | −$6.67 萬 | 0.1%0.2% | −0.03 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 1,3481,616 | −268−16.6% | $26.9 萬$32.1 萬 | −$5.35 萬 | 0.1%0.2% | −0.03 |
| iShares Core MSCI Eafe ETF46432F842 | 不變– | 3,5023,502 | 00.0% | $26.0 萬$26.2 萬 | $0 | 0.1%0.1% | −0.01 |
| PGProcter & Gamble Co | 減碼歷史 | 1,7681,775 | −7−0.4% | $24.7 萬$24.0 萬 | −$977.94 | 0.1%0.1% | 0.00 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 8934,487 | −3,594−80.1% | $24.4 萬$124.7 萬 | −$98.2 萬 | 0.1%0.6% | −0.50 |
| EMREmerson Electric Co | 加碼歷史 | 2,5882,279 | +309+13.6% | $24.4 萬$21.9 萬 | +$2.91 萬 | 0.1%0.1% | +0.01 |
| DKSDick's Sporting Goods, Inc. | 新進歷史 | 2,0000 | +2,000 | $24.0 萬$0 | +$24.0 萬 | 0.1%0.0% | +0.11 |
| iShares Tr464288885 | 不變– | 2,2112,211 | 00.0% | $23.5 萬$23.7 萬 | $0 | 0.1%0.1% | −0.01 |
| SOSouthern Co | 減碼歷史 | 3,77714,520 | −10,743−74.0% | $23.4 萬$87.9 萬 | −$66.6 萬 | 0.1%0.4% | −0.32 |
| CVSCVS Health Corp | 減碼歷史 | 2,7612,825 | −64−2.3% | $23.4 萬$23.6 萬 | −$5,424.12 | 0.1%0.1% | −0.01 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $23.4 萬$22.2 萬 | $0 | 0.1%0.1% | 0.00 |
| WMWaste Management Inc | 新進歷史 | 1,5560 | +1,556 | $23.2 萬$0 | +$23.2 萬 | 0.1%0.0% | +0.11 |
| LOWLowes Companies Inc | 新進歷史 | 1,1260 | +1,126 | $22.8 萬$0 | +$22.8 萬 | 0.1%0.0% | +0.11 |
| DHIHorton D R Inc | 新進歷史 | 2,7000 | +2,700 | $22.7 萬$0 | +$22.7 萬 | 0.1%0.0% | +0.11 |
| NOCNorthrop Grumman Corp | 減碼歷史 | 617618 | −1−0.2% | $22.2 萬$22.5 萬 | −$359.81 | 0.1%0.1% | −0.01 |
| MSMorgan Stanley | 新進歷史 | 2,2000 | +2,200 | $21.4 萬$0 | +$21.4 萬 | 0.1%0.0% | +0.10 |
| JRSNuveen Real Estate Income Fund | 不變歷史 | 20,00020,000 | 00.0% | $21.2 萬$22.2 萬 | $0 | 0.1%0.1% | −0.01 |
| CRSRCorsair Gaming, Inc. | 新進歷史 | 8,0000 | +8,000 | $20.7 萬$0 | +$20.7 萬 | 0.1%0.0% | +0.10 |
| AMATApplied Materials Inc | 新進歷史 | 1,5850 | +1,585 | $20.4 萬$0 | +$20.4 萬 | 0.1%0.0% | +0.10 |
| CBRECbre Group, Inc. | 新進歷史 | 2,1000 | +2,100 | $20.4 萬$0 | +$20.4 萬 | 0.1%0.0% | +0.10 |
| GEOGeo Group Inc | 新進歷史 | 27,0000 | +27,000 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.10 |
| UXINUxin Ltd | 新進歷史 | 13,8900 | +13,890 | $3.80 萬$0 | +$3.80 萬 | <0.1%0.0% | +0.02 |
| IBIOiBio, Inc. | 新進歷史 | 17,0800 | +17,080 | $1.80 萬$0 | +$1.80 萬 | <0.1%0.0% | +0.01 |
| BSCLBILI Social International, Inc. | 清倉歷史 | 073,782 | −73,782−100.0% | $0$155.7 萬 | −$155.7 萬 | 0.0%0.8% | −0.77 |
| MRKMerck & Co., Inc. | 清倉歷史 | 06,022 | −6,022−100.0% | $0$46.8 萬 | −$46.8 萬 | 0.0%0.2% | −0.23 |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | 清倉– | 020,342 | −20,342−100.0% | $0$46.8 萬 | −$46.8 萬 | 0.0%0.2% | −0.23 |
| DUKDuke Energy CORP | 清倉歷史 | 04,047 | −4,047−100.0% | $0$40.0 萬 | −$40.0 萬 | 0.0%0.2% | −0.20 |
| XOMExxonMobil Holdings Corp | 清倉歷史 | 03,915 | −3,915−100.0% | $0$24.7 萬 | −$24.7 萬 | 0.0%0.1% | −0.12 |
| LLYEli Lilly & Co | 清倉歷史 | 01,000 | −1,000−100.0% | $0$23.0 萬 | −$23.0 萬 | 0.0%0.1% | −0.11 |
| BMYBristol Myers Squibb Co | 清倉歷史 | 03,094 | −3,094−100.0% | $0$20.7 萬 | −$20.7 萬 | 0.0%0.1% | −0.10 |
| VZVerizon Communications Inc | 清倉歷史 | 03,646 | −3,646−100.0% | $0$20.4 萬 | −$20.4 萬 | 0.0%0.1% | −0.10 |
| FFord Motor Co | 清倉歷史 | 07,900 | −7,900−100.0% | $0$11.7 萬 | −$11.7 萬 | 0.0%0.1% | −0.06 |
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。