S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 3 季到 2021 年第 4 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 +$292.3 萬
- 加碼
- 28 檔
- 估計 +$941.7 萬
- 減碼
- 38 檔
- 估計 −$501.9 萬
- 清倉
- 4 檔
- 估計 −$93.7 萬
總值從 $2.12 億變成 $2.30 億（+$1,846 萬 (+8.7%)），持股從 87 檔變成 95 檔（+8）。
2021 年第 4 季全部持倉2021 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 4 季，下面灰字是 2021 年第 3 季。兩季之間拆股的股票，2021 年第 3 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– | 621,305613,470 | +7,835+1.3% | $1,329 萬$1,321 萬 | +$16.8 萬 | 5.8%6.2% | −0.46 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 601,512588,678 | +12,834+2.2% | $1,291 萬$1,276 萬 | +$27.5 萬 | 5.6%6.0% | −0.42 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 586,179572,436 | +13,743+2.4% | $1,284 萬$1,271 萬 | +$30.1 萬 | 5.6%6.0% | −0.42 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 584,924566,792 | +18,132+3.2% | $1,277 萬$1,253 萬 | +$39.6 萬 | 5.5%5.9% | −0.37 |
| AAPLApple Inc. | 加碼歷史 | 67,40166,693 | +708+1.1% | $1,197 萬$943.7 萬 | +$12.6 萬 | 5.2%4.5% | +0.74 |
| AMZNAmazon Com Inc | 加碼歷史 | 2,3132,254 | +59+2.6% | $771.2 萬$740.4 萬 | +$19.7 萬 | 3.3%3.5% | −0.15 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 97,863115,689 | −17,826−15.4% | $744.8 萬$847.4 萬 | −$135.7 萬 | 3.2%4.0% | −0.77 |
| MSFTMicrosoft Corp | 減碼歷史 | 19,88220,184 | −302−1.5% | $668.7 萬$569.0 萬 | −$10.2 萬 | 2.9%2.7% | +0.22 |
| NEENextera Energy Inc | 減碼歷史 | 62,58764,822 | −2,235−3.4% | $584.3 萬$509.0 萬 | −$20.9 萬 | 2.5%2.4% | +0.13 |
| GOOGLAlphabet Inc. | 減碼歷史 | 1,9982,004 | −6−0.3% | $578.8 萬$535.8 萬 | −$1.74 萬 | 2.5%2.5% | −0.02 |
| VLOValero Energy Corp | 減碼歷史 | 76,41679,169 | −2,753−3.5% | $574.0 萬$558.7 萬 | −$20.7 萬 | 2.5%2.6% | −0.14 |
| ENBEnbridge Inc | 加碼歷史 | 144,052128,105 | +15,947+12.4% | $563.0 萬$509.9 萬 | +$62.3 萬 | 2.4%2.4% | +0.04 |
| DDominion Energy, Inc | 加碼歷史 | 70,53766,669 | +3,868+5.8% | $554.1 萬$486.8 萬 | +$30.4 萬 | 2.4%2.3% | +0.11 |
| METAMeta Platforms, Inc. | 加碼歷史 | 16,13214,257 | +1,875+13.2% | $542.6 萬$483.9 萬 | +$63.1 萬 | 2.4%2.3% | +0.07 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 18,57519,460 | −885−4.5% | $500.3 萬$482.8 萬 | −$23.8 萬 | 2.2%2.3% | −0.11 |
| HONHoneywell International Inc | 加碼歷史 | 23,79613,208 | +10,588+80.2% | $496.2 萬$280.4 萬 | +$220.8 萬 | 2.2%1.3% | +0.83 |
| SBUXStarbucks Corp | 加碼歷史 | 41,43234,964 | +6,468+18.5% | $484.6 萬$385.7 萬 | +$75.7 萬 | 2.1%1.8% | +0.28 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 減碼– | 201,689205,449 | −3,760−1.8% | $468.5 萬$477.5 萬 | −$8.73 萬 | 2.0%2.3% | −0.22 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 180,196173,046 | +7,150+4.1% | $455.7 萬$438.2 萬 | +$18.1 萬 | 2.0%2.1% | −0.09 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 180,476175,369 | +5,107+2.9% | $450.8 萬$439.1 萬 | +$12.8 萬 | 2.0%2.1% | −0.12 |
| LMTLockheed Martin Corp | 加碼歷史 | 12,57411,969 | +605+5.1% | $446.9 萬$413.1 萬 | +$21.5 萬 | 1.9%1.9% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 180,704176,000 | +4,704+2.7% | $443.8 萬$432.6 萬 | +$11.6 萬 | 1.9%2.0% | −0.11 |
| COSTCostco Wholesale Corp | 減碼歷史 | 7,5258,978 | −1,453−16.2% | $427.2 萬$403.4 萬 | −$82.5 萬 | 1.9%1.9% | −0.05 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 36,86838,298 | −1,430−3.7% | $419.6 萬$398.4 萬 | −$16.3 萬 | 1.8%1.9% | −0.06 |
| USBUS Bancorp DE | 減碼歷史 | 68,23870,483 | −2,245−3.2% | $383.3 萬$419.0 萬 | −$12.6 萬 | 1.7%2.0% | −0.31 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 7,1677,838 | −671−8.6% | $359.9 萬$306.3 萬 | −$33.7 萬 | 1.6%1.4% | +0.12 |
| ECLEcolab Inc. | 減碼歷史 | 14,80815,116 | −308−2.0% | $347.4 萬$315.3 萬 | −$7.23 萬 | 1.5%1.5% | +0.02 |
| VVisa Inc. | 加碼歷史 | 15,49714,827 | +670+4.5% | $335.8 萬$330.3 萬 | +$14.5 萬 | 1.5%1.6% | −0.10 |
| CTVACorteva, Inc. | 減碼歷史 | 64,42565,648 | −1,223−1.9% | $304.6 萬$276.2 萬 | −$5.78 萬 | 1.3%1.3% | +0.02 |
| AAgilent Technologies, Inc. | 減碼歷史 | 18,08318,170 | −87−0.5% | $288.7 萬$286.2 萬 | −$1.39 萬 | 1.3%1.4% | −0.10 |
| PEPPepsiCo Inc | 減碼歷史 | 16,57717,308 | −731−4.2% | $288.0 萬$260.3 萬 | −$12.7 萬 | 1.2%1.2% | +0.02 |
| JNJJohnson & Johnson | 加碼歷史 | 15,38712,100 | +3,287+27.2% | $263.2 萬$195.4 萬 | +$56.2 萬 | 1.1%0.9% | +0.22 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 8,2638,346 | −83−1.0% | $251.4 萬$213.7 萬 | −$2.53 萬 | 1.1%1.0% | +0.08 |
| INTCIntel Corp | 加碼歷史 | 47,98242,386 | +5,596+13.2% | $247.1 萬$225.8 萬 | +$28.8 萬 | 1.1%1.1% | +0.01 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 38,62034,008 | +4,612+13.6% | $233.8 萬$191.7 萬 | +$27.9 萬 | 1.0%0.9% | +0.11 |
| DDDuPont de Nemours, Inc. | 加碼歷史 | 28,32225,297 | +3,025+12.0% | $228.8 萬$172.0 萬 | +$24.4 萬 | 1.0%0.8% | +0.18 |
| MAMastercard Inc | 加碼歷史 | 6,0145,280 | +734+13.9% | $216.1 萬$183.6 萬 | +$26.4 萬 | 0.9%0.9% | +0.07 |
| EQIXEquinix Inc | 減碼歷史 | 2,5112,529 | −18−0.7% | $212.4 萬$199.8 萬 | −$1.52 萬 | 0.9%0.9% | −0.02 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 17,16717,085 | +82+0.5% | $194.0 萬$177.4 萬 | +$9,266.62 | 0.8%0.8% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 2,5962,828 | −232−8.2% | $173.2 萬$161.6 萬 | −$15.5 萬 | 0.8%0.8% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 3,9674,042 | −75−1.9% | $112.3 萬$106.3 萬 | −$2.12 萬 | 0.5%0.5% | −0.01 |
| GDGeneral Dynamics Corp | 減碼歷史 | 5,0855,178 | −93−1.8% | $106.0 萬$101.5 萬 | −$1.94 萬 | 0.5%0.5% | −0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 9,2349,413 | −179−1.9% | $105.7 萬$102.8 萬 | −$2.05 萬 | 0.5%0.5% | −0.03 |
| MDTMedtronic plc | 加碼歷史 | 9,9743,392 | +6,582+194.0% | $103.2 萬$42.5 萬 | +$68.1 萬 | 0.4%0.2% | +0.25 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 3,1403,140 | 00.0% | $96.0 萬$86.0 萬 | $0 | 0.4%0.4% | +0.01 |
| IBMInternational Business Machines Corp | 減碼歷史 | 6,1807,632 | −1,452−19.0% | $82.6 萬$106.0 萬 | −$19.4 萬 | 0.4%0.5% | −0.14 |
| DISWalt Disney Co | 不變歷史 | 5,0515,051 | 00.0% | $78.2 萬$85.4 萬 | $0 | 0.3%0.4% | −0.06 |
| MCDMcDonalds Corp | 減碼歷史 | 2,2172,319 | −102−4.4% | $59.4 萬$55.9 萬 | −$2.73 萬 | 0.3%0.3% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 3,3593,359 | 00.0% | $56.4 萬$52.6 萬 | $0 | 0.2%0.2% | 0.00 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,2761,348 | +928+68.8% | $56.1 萬$26.9 萬 | +$22.9 萬 | 0.2%0.1% | +0.12 |
| RTXRTX Corp | 減碼歷史 | 6,4926,640 | −148−2.2% | $55.9 萬$57.1 萬 | −$1.27 萬 | 0.2%0.3% | −0.03 |
| iShares Tr46435G425 | 不變– | 4,6554,655 | 00.0% | $50.2 萬$45.8 萬 | $0 | 0.2%0.2% | 0.00 |
| IFFInternational Flavors & Fragrances Inc | 減碼歷史 | 3,1903,281 | −91−2.8% | $48.1 萬$43.9 萬 | −$1.37 萬 | 0.2%0.2% | 0.00 |
| iShares Core S&P 500 ETF464287200 | 不變– | 1,0091,009 | 00.0% | $48.1 萬$43.5 萬 | $0 | 0.2%0.2% | 0.00 |
| LINLinde PLC | 減碼歷史 | 1,3361,374 | −38−2.8% | $46.3 萬$40.3 萬 | −$1.32 萬 | 0.2%0.2% | +0.01 |
| ABBVAbbVie Inc. | 不變歷史 | 3,2303,230 | 00.0% | $43.7 萬$34.8 萬 | $0 | 0.2%0.2% | +0.03 |
| ACNAccenture plc | 減碼歷史 | 1,0331,101 | −68−6.2% | $42.8 萬$35.2 萬 | −$2.82 萬 | 0.2%0.2% | +0.02 |
| WMTWalmart Inc. | 新進歷史 | 2,7590 | +2,759 | $39.9 萬$0 | +$39.9 萬 | 0.2%0.0% | +0.17 |
| Vanguard Dividend Appreciation ETF921908844 | 不變– | 2,3002,300 | 00.0% | $39.5 萬$35.3 萬 | $0 | 0.2%0.2% | 0.00 |
| CLColgate Palmolive Co | 加碼歷史 | 4,5624,069 | +493+12.1% | $38.9 萬$30.8 萬 | +$4.20 萬 | 0.2%0.1% | +0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $37.1 萬$30.2 萬 | $0 | 0.2%0.1% | +0.02 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 5,7505,895 | −145−2.5% | $36.4 萬$32.1 萬 | −$9,179.13 | 0.2%0.2% | +0.01 |
| XYLXylem Inc. | 減碼歷史 | 2,8743,570 | −696−19.5% | $34.5 萬$44.2 萬 | −$8.35 萬 | 0.1%0.2% | −0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 1,047893 | +154+17.2% | $31.3 萬$24.4 萬 | +$4.60 萬 | 0.1%0.1% | +0.02 |
| BCSBarclays PLC | 新進歷史 | 29,0000 | +29,000 | $30.0 萬$0 | +$30.0 萬 | 0.1%0.0% | +0.13 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 1,8631,840 | +23+1.3% | $29.5 萬$30.1 萬 | +$3,641.98 | 0.1%0.1% | −0.01 |
| DHIHorton D R Inc | 不變歷史 | 2,7002,700 | 00.0% | $29.3 萬$22.7 萬 | $0 | 0.1%0.1% | +0.02 |
| PGProcter & Gamble Co | 減碼歷史 | 1,7611,768 | −7−0.4% | $28.8 萬$24.7 萬 | −$1,144.8 | 0.1%0.1% | +0.01 |
| CVSCVS Health Corp | 減碼歷史 | 2,7592,761 | −2−0.1% | $28.5 萬$23.4 萬 | −$206.6 | 0.1%0.1% | +0.01 |
| LOWLowes Companies Inc | 減碼歷史 | 1,0681,126 | −58−5.2% | $27.6 萬$22.8 萬 | −$1.50 萬 | 0.1%0.1% | +0.01 |
| MMM3M Co | 減碼歷史 | 1,5182,420 | −902−37.3% | $27.0 萬$42.5 萬 | −$16.0 萬 | 0.1%0.2% | −0.08 |
| iShares Core MSCI Eafe ETF46432F842 | 不變– | 3,5023,502 | 00.0% | $26.1 萬$26.0 萬 | $0 | 0.1%0.1% | −0.01 |
| SOSouthern Co | 加碼歷史 | 3,7803,777 | +3+0.1% | $25.9 萬$23.4 萬 | +$205.56 | 0.1%0.1% | 0.00 |
| JRSNuveen Real Estate Income Fund | 不變歷史 | 20,00020,000 | 00.0% | $25.6 萬$21.2 萬 | $0 | 0.1%0.1% | +0.01 |
| MUMicron Technology Inc | 新進歷史 | 2,7500 | +2,750 | $25.6 萬$0 | +$25.6 萬 | 0.1%0.0% | +0.11 |
| WMWaste Management Inc | 減碼歷史 | 1,5161,556 | −40−2.6% | $25.3 萬$23.2 萬 | −$6,675.46 | 0.1%0.1% | 0.00 |
| NEMNEWMONT Corp | 新進歷史 | 4,0000 | +4,000 | $24.8 萬$0 | +$24.8 萬 | 0.1%0.0% | +0.11 |
| iShares Tr464288885 | 不變– | 2,2112,211 | 00.0% | $24.4 萬$23.5 萬 | $0 | 0.1%0.1% | 0.00 |
| AMATApplied Materials Inc | 減碼歷史 | 1,5511,585 | −34−2.1% | $24.4 萬$20.4 萬 | −$5,348.81 | 0.1%0.1% | +0.01 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $24.0 萬$23.4 萬 | $0 | 0.1%0.1% | −0.01 |
| TGTTarget Corp | 減碼歷史 | 1,0332,033 | −1,000−49.2% | $23.9 萬$46.5 萬 | −$23.1 萬 | 0.1%0.2% | −0.12 |
| DKSDick's Sporting Goods, Inc. | 不變歷史 | 2,0002,000 | 00.0% | $23.0 萬$24.0 萬 | $0 | 0.1%0.1% | −0.01 |
| CBRECbre Group, Inc. | 減碼歷史 | 2,0782,100 | −22−1.0% | $22.5 萬$20.4 萬 | −$2,382.1 | 0.1%0.1% | 0.00 |
| BMYBristol Myers Squibb Co | 新進歷史 | 3,6000 | +3,600 | $22.4 萬$0 | +$22.4 萬 | 0.1%0.0% | +0.10 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 1,1850 | +1,185 | $22.4 萬$0 | +$22.4 萬 | 0.1%0.0% | +0.10 |
| EMREmerson Electric Co | 減碼歷史 | 2,3752,588 | −213−8.2% | $22.1 萬$24.4 萬 | −$1.98 萬 | 0.1%0.1% | −0.02 |
| TXTernium S.A. | 新進歷史 | 5,0000 | +5,000 | $21.8 萬$0 | +$21.8 萬 | 0.1%0.0% | +0.09 |
| CLFCleveland-Cliffs Inc. | 新進歷史 | 10,0000 | +10,000 | $21.8 萬$0 | +$21.8 萬 | 0.1%0.0% | +0.09 |
| GOOGAlphabet Inc. | 新進歷史 | 750 | +75 | $21.7 萬$0 | +$21.7 萬 | 0.1%0.0% | +0.09 |
| MSMorgan Stanley | 不變歷史 | 2,2002,200 | 00.0% | $21.6 萬$21.4 萬 | $0 | 0.1%0.1% | −0.01 |
| KOCoca Cola Co | 新進歷史 | 3,6400 | +3,640 | $21.6 萬$0 | +$21.6 萬 | 0.1%0.0% | +0.09 |
| NFLXNetflix Inc | 新進歷史 | 3410 | +341 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.09 |
| Healthpeak Properties, Inc.71943U104 | 新進– | 10,5000 | +10,500 | $19.8 萬$0 | +$19.8 萬 | 0.1%0.0% | +0.09 |
| UXINUxin Ltd | 不變歷史 | 13,89013,890 | 00.0% | $2.20 萬$3.80 萬 | $0 | <0.1%<0.1% | −0.01 |
| IBIOiBio, Inc. | 不變歷史 | 17,08017,080 | 00.0% | $9,000$1.80 萬 | $0 | <0.1%<0.1% | 0.00 |
| CLXClorox Co | 清倉歷史 | 01,850 | −1,850−100.0% | $0$30.6 萬 | −$30.6 萬 | 0.0%0.1% | −0.14 |
| NOCNorthrop Grumman Corp | 清倉歷史 | 0617 | −617−100.0% | $0$22.2 萬 | −$22.2 萬 | 0.0%0.1% | −0.10 |
| CRSRCorsair Gaming, Inc. | 清倉歷史 | 08,000 | −8,000−100.0% | $0$20.7 萬 | −$20.7 萬 | 0.0%0.1% | −0.10 |
| GEOGeo Group Inc | 清倉歷史 | 027,000 | −27,000−100.0% | $0$20.2 萬 | −$20.2 萬 | 0.0%0.1% | −0.10 |
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。