S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/26 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 91
- 較 2021 年第 4 季 −4
- 總值
- $2.35 億
- 較 2021 年第 4 季 +$407.4 萬 (+1.8%)
| 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 | 557,249 | $1,185 萬 | 5.1% | −64,056−10.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 66,797 | $1,166 萬 | 5.0% | −604−0.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 540,074 | $1,140 萬 | 4.9% | −61,438−10.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 531,086 | $1,119 萬 | 4.8% | −53,838−9.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 526,563 | $1,101 萬 | 4.7% | −59,616−10.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 23,667 | $729.7 萬 | 3.1% | +3,785+19.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,143 | $698.6 萬 | 3.0% | −170−7.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,384 | $663.1 萬 | 2.8% | +386+19.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 76,739 | $652.1 萬 | 2.8% | +6,202+8.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 29,209 | $649.5 萬 | 2.8% | +13,077+81.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 75,871 | $642.7 萬 | 2.7% | +13,284+21.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 35,555 | $627.8 萬 | 2.7% | +20,747+140.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 61,065 | $620.1 萬 | 2.6% | −15,351−20.1% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 131,476 | $606.0 萬 | 2.6% | −12,576−8.7% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 18,728 | $598.2 萬 | 2.6% | +17,392+1,301.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 63,953 | $581.8 萬 | 2.5% | +22,521+54.4% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 60,838 | $556.8 萬 | 2.4% | +58,760+2,827.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 27,825 | $541.4 萬 | 2.3% | +4,029+16.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,286 | $534.7 萬 | 2.3% | +1,761+23.4% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 68,705 | $457.6 萬 | 2.0% | +68,705 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,305 | $454.8 萬 | 1.9% | −2,269−18.0% | 減碼 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 185,821 | $425.7 萬 | 1.8% | −15,868−7.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 77,662 | $418.2 萬 | 1.8% | +3,926+5.3% | 加碼依 2 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 166,576 | $408.3 萬 | 1.7% | −13,620−7.6% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 75,957 | $403.7 萬 | 1.7% | +7,719+11.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 167,881 | $399.9 萬 | 1.7% | −12,595−7.0% | 減碼 | – |
| VVisa Inc. | Stock | 17,795 | $394.6 萬 | 1.7% | +2,298+14.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 165,766 | $394.0 萬 | 1.7% | −14,938−8.3% | 減碼 | – |
| INTCIntel Corp | Stock | 71,584 | $354.8 萬 | 1.5% | +23,602+49.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,753 | $344.4 萬 | 1.5% | −414−5.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,377 | $343.4 萬 | 1.5% | +3,990+25.9% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 44,867 | $335.2 萬 | 1.4% | −52,996−54.2% | 減碼 | – |
| MAMastercard Inc | Stock | 7,435 | $265.7 萬 | 1.1% | +1,421+23.6% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 18,243 | $241.4 萬 | 1.0% | +160+0.9% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 8,147 | $221.9 萬 | 0.9% | +8,147 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 19,689 | $218.4 萬 | 0.9% | +9,715+97.4% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 32,662 | $196.2 萬 | 0.8% | −5,958−15.4% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,493 | $184.9 萬 | 0.8% | −18−0.7% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,500 | $184.2 萬 | 0.8% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| JPMJPMorgan Chase & Co | Stock | 12,677 | $172.8 萬 | 0.7% | +10,814+580.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,938 | $166.3 萬 | 0.7% | −6,639−40.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,623 | $154.9 萬 | 0.7% | +27+1.0% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,240 | $113.8 萬 | 0.5% | +273+6.9% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 4,435 | $107.0 萬 | 0.5% | −650−12.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,018 | $97.3 萬 | 0.4% | −216−2.3% | 減碼 | – |
| JLLJones Lang Lasalle Inc | COM | 4,030 | $96.5 萬 | 0.4% | −14,545−78.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,957 | $77.5 萬 | 0.3% | −223−3.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,779 | $69.4 萬 | 0.3% | −5,484−66.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $60.1 萬 | 0.3% | −976−31.1% | 減碼 | – |
| XYLXylem Inc. | COM | 6,902 | $58.8 萬 | 0.3% | +4,028+140.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,884 | $58.3 萬 | 0.2% | −608−9.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,477 | $56.4 萬 | 0.2% | +201+8.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,203 | $54.5 萬 | 0.2% | −14−0.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,230 | $52.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,519 | $46.2 萬 | 0.2% | +329+10.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,903 | $43.2 萬 | 0.2% | +144+5.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 7,340 | $42.2 萬 | 0.2% | −57,085−88.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,147 | $38.7 萬 | 0.2% | +114+11.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,300 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 992 | $35.0 萬 | 0.1% | −55−5.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,976 | $33.3 萬 | 0.1% | +226+3.9% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,981 | $32.9 萬 | 0.1% | −1,378−41.0% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,000 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 10,000 | $29.7 萬 | 0.1% | +10,000 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,837 | $29.1 萬 | 0.1% | −725−15.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,795 | $28.5 萬 | 0.1% | +279+18.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,921 | $28.4 萬 | 0.1% | +141+3.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,377 | $27.8 萬 | 0.1% | +309+28.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,731 | $26.8 萬 | 0.1% | +356+15.0% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 2,625 | $26.6 萬 | 0.1% | −134−4.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,600 | $26.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,538 | $25.5 萬 | 0.1% | +353+29.8% | 加碼 | 歷史 |
| MMM3M Co | Stock | 1,657 | $24.7 萬 | 0.1% | +139+9.2% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 11,000 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,832 | $24.1 萬 | 0.1% | +281+18.1% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 16,000 | $23.7 萬 | 0.1% | +16,000 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 30,000 | $23.7 萬 | 0.1% | +1,000+3.4% | 加碼 | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 20,000 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,535 | $23.5 萬 | 0.1% | −226−12.8% | 減碼 | 歷史 |
| TXTernium S.A. | SPONSORED ADS | 5,000 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 1,033 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,400 | $21.7 萬 | 0.1% | +2,400 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 3,462 | $21.5 萬 | 0.1% | −178−4.9% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,750 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,301 | $21.1 萬 | 0.1% | +4,301 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 753 | $20.0 萬 | 0.1% | +753 | 新進 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 2,000 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UXINUxin Ltd | ADS | 13,890 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 17,080 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（11 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DDDuPont de Nemours, Inc. | COM | 28,322 | $228.8 萬 | 1.0% | 歷史 |
| DISWalt Disney Co | Stock | 5,051 | $78.2 萬 | 0.3% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,655 | $50.2 萬 | 0.2% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,009 | $48.1 萬 | 0.2% | – |
| DHIHorton D R Inc | COM | 2,700 | $29.3 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,502 | $26.1 萬 | 0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,211 | $24.4 萬 | 0.1% | – |
| GOOGAlphabet Inc. | Stock | 75 | $21.7 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 2,200 | $21.6 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 341 | $20.5 萬 | 0.1% | 歷史 |
| Healthpeak Properties, Inc.71943U104 | COM | 10,500 | $19.8 萬 | 0.1% | – |