S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 4 季到 2022 年第 1 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
- 7 檔
- 估計 +$795.7 萬
- 加碼
- 36 檔
- 估計 +$3,220 萬
- 減碼
- 33 檔
- 估計 −$2,488 萬
- 清倉
- 11 檔
- 估計 −$568.7 萬
總值從 $2.30 億變成 $2.35 億（+$407.4 萬 (+1.8%)），持股從 95 檔變成 91 檔（−4）。
2022 年第 1 季全部持倉2021 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 1 季，下面灰字是 2021 年第 4 季。兩季之間拆股的股票，2021 年第 4 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 | 減碼– | 557,249621,305 | −64,056−10.3% | $1,185 萬$1,329 萬 | −$136.2 萬 | 5.1%5.8% | −0.72 |
| AAPLApple Inc. | 減碼歷史 | 66,79767,401 | −604−0.9% | $1,166 萬$1,197 萬 | −$10.5 萬 | 5.0%5.2% | −0.22 |
| Invesco Exch TRD SLF Idx FD46138J866 | 減碼– | 540,074601,512 | −61,438−10.2% | $1,140 萬$1,291 萬 | −$129.6 萬 | 4.9%5.6% | −0.74 |
| Invesco Exch TRD SLF Idx FD46138J841 | 減碼– | 531,086584,924 | −53,838−9.2% | $1,119 萬$1,277 萬 | −$113.4 萬 | 4.8%5.5% | −0.77 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 526,563586,179 | −59,616−10.2% | $1,101 萬$1,284 萬 | −$124.7 萬 | 4.7%5.6% | −0.88 |
| MSFTMicrosoft Corp | 加碼歷史 | 23,66719,882 | +3,785+19.0% | $729.7 萬$668.7 萬 | +$116.7 萬 | 3.1%2.9% | +0.21 |
| AMZNAmazon Com Inc | 減碼歷史 | 2,1432,313 | −170−7.3% | $698.6 萬$771.2 萬 | −$55.4 萬 | 3.0%3.3% | −0.37 |
| GOOGLAlphabet Inc. | 加碼歷史 | 2,3841,998 | +386+19.3% | $663.1 萬$578.8 萬 | +$107.4 萬 | 2.8%2.5% | +0.32 |
| DDominion Energy, Inc | 加碼歷史 | 76,73970,537 | +6,202+8.8% | $652.1 萬$554.1 萬 | +$52.7 萬 | 2.8%2.4% | +0.38 |
| METAMeta Platforms, Inc. | 加碼歷史 | 29,20916,132 | +13,077+81.1% | $649.5 萬$542.6 萬 | +$290.8 萬 | 2.8%2.4% | +0.41 |
| NEENextera Energy Inc | 加碼歷史 | 75,87162,587 | +13,284+21.2% | $642.7 萬$584.3 萬 | +$112.5 萬 | 2.7%2.5% | +0.20 |
| ECLEcolab Inc. | 加碼歷史 | 35,55514,808 | +20,747+140.1% | $627.8 萬$347.4 萬 | +$366.3 萬 | 2.7%1.5% | +1.17 |
| VLOValero Energy Corp | 減碼歷史 | 61,06576,416 | −15,351−20.1% | $620.1 萬$574.0 萬 | −$155.9 萬 | 2.6%2.5% | +0.15 |
| ENBEnbridge Inc | 減碼歷史 | 131,476144,052 | −12,576−8.7% | $606.0 萬$563.0 萬 | −$58.0 萬 | 2.6%2.4% | +0.14 |
| LINLinde PLC | 加碼歷史 | 18,7281,336 | +17,392+1,301.8% | $598.2 萬$46.3 萬 | +$555.5 萬 | 2.6%0.2% | +2.35 |
| SBUXStarbucks Corp | 加碼歷史 | 63,95341,432 | +22,521+54.4% | $581.8 萬$484.6 萬 | +$204.9 萬 | 2.5%2.1% | +0.38 |
| CBRECbre Group, Inc. | 加碼歷史 | 60,8382,078 | +58,760+2,827.7% | $556.8 萬$22.5 萬 | +$537.8 萬 | 2.4%0.1% | +2.28 |
| HONHoneywell International Inc | 加碼歷史 | 27,82523,796 | +4,029+16.9% | $541.4 萬$496.2 萬 | +$78.4 萬 | 2.3%2.2% | +0.16 |
| COSTCostco Wholesale Corp | 加碼歷史 | 9,2867,525 | +1,761+23.4% | $534.7 萬$427.2 萬 | +$101.4 萬 | 2.3%1.9% | +0.43 |
| CSGPCostar Group, Inc. | 新進歷史 | 68,7050 | +68,705 | $457.6 萬$0 | +$457.6 萬 | 2.0%0.0% | +1.95 |
| LMTLockheed Martin Corp | 減碼歷史 | 10,30512,574 | −2,269−18.0% | $454.8 萬$446.9 萬 | −$100.1 萬 | 1.9%1.9% | 0.00 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 減碼– | 185,821201,689 | −15,868−7.9% | $425.7 萬$468.5 萬 | −$36.4 萬 | 1.8%2.0% | −0.22 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼依 2 比 1 拆股換算– | 77,66273,736 | +3,926+5.3% | $418.2 萬$419.6 萬 | +$21.1 萬 | 1.8%1.8% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J858 | 減碼– | 166,576180,196 | −13,620−7.6% | $408.3 萬$455.7 萬 | −$33.4 萬 | 1.7%2.0% | −0.24 |
| USBUS Bancorp DE | 加碼歷史 | 75,95768,238 | +7,719+11.3% | $403.7 萬$383.3 萬 | +$41.0 萬 | 1.7%1.7% | +0.06 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 167,881180,476 | −12,595−7.0% | $399.9 萬$450.8 萬 | −$30.0 萬 | 1.7%2.0% | −0.25 |
| VVisa Inc. | 加碼歷史 | 17,79515,497 | +2,298+14.8% | $394.6 萬$335.8 萬 | +$51.0 萬 | 1.7%1.5% | +0.23 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 165,766180,704 | −14,938−8.3% | $394.0 萬$443.8 萬 | −$35.5 萬 | 1.7%1.9% | −0.25 |
| INTCIntel Corp | 加碼歷史 | 71,58447,982 | +23,602+49.2% | $354.8 萬$247.1 萬 | +$117.0 萬 | 1.5%1.1% | +0.44 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 6,7537,167 | −414−5.8% | $344.4 萬$359.9 萬 | −$21.1 萬 | 1.5%1.6% | −0.09 |
| JNJJohnson & Johnson | 加碼歷史 | 19,37715,387 | +3,990+25.9% | $343.4 萬$263.2 萬 | +$70.7 萬 | 1.5%1.1% | +0.32 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 44,86797,863 | −52,996−54.2% | $335.2 萬$744.8 萬 | −$395.9 萬 | 1.4%3.2% | −1.80 |
| MAMastercard Inc | 加碼歷史 | 7,4356,014 | +1,421+23.6% | $265.7 萬$216.1 萬 | +$50.8 萬 | 1.1%0.9% | +0.20 |
| AAgilent Technologies, Inc. | 加碼歷史 | 18,24318,083 | +160+0.9% | $241.4 萬$288.7 萬 | +$2.12 萬 | 1.0%1.3% | −0.22 |
| ELEstee Lauder Companies Inc | 新進歷史 | 8,1470 | +8,147 | $221.9 萬$0 | +$221.9 萬 | 0.9%0.0% | +0.95 |
| MDTMedtronic plc | 加碼歷史 | 19,6899,974 | +9,715+97.4% | $218.4 萬$103.2 萬 | +$107.8 萬 | 0.9%0.4% | +0.48 |
| BUDAnheuser-Busch InBev SA/NV | 減碼歷史 | 32,66238,620 | −5,958−15.4% | $196.2 萬$233.8 萬 | −$35.8 萬 | 0.8%1.0% | −0.18 |
| EQIXEquinix Inc | 減碼歷史 | 2,4932,511 | −18−0.7% | $184.9 萬$212.4 萬 | −$1.34 萬 | 0.8%0.9% | −0.13 |
| Schwab U.S. Broad Market ETF808524102 | 不變依 2 比 1 拆股換算– | 34,50034,334 | 00.0% | $184.2 萬$194.0 萬 | $0 | 0.8%0.8% | −0.06 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 12,6771,863 | +10,814+580.5% | $172.8 萬$29.5 萬 | +$147.4 萬 | 0.7%0.1% | +0.61 |
| PEPPepsiCo Inc | 減碼歷史 | 9,93816,577 | −6,639−40.0% | $166.3 萬$288.0 萬 | −$111.1 萬 | 0.7%1.2% | −0.54 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 2,6232,596 | +27+1.0% | $154.9 萬$173.2 萬 | +$1.59 萬 | 0.7%0.8% | −0.09 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 4,2403,967 | +273+6.9% | $113.8 萬$112.3 萬 | +$7.33 萬 | 0.5%0.5% | 0.00 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,4355,085 | −650−12.8% | $107.0 萬$106.0 萬 | −$15.7 萬 | 0.5%0.5% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 9,0189,234 | −216−2.3% | $97.3 萬$105.7 萬 | −$2.33 萬 | 0.4%0.5% | −0.04 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 4,03018,575 | −14,545−78.3% | $96.5 萬$500.3 萬 | −$348.3 萬 | 0.4%2.2% | −1.76 |
| IBMInternational Business Machines Corp | 減碼歷史 | 5,9576,180 | −223−3.6% | $77.5 萬$82.6 萬 | −$2.90 萬 | 0.3%0.4% | −0.03 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 2,7798,263 | −5,484−66.4% | $69.4 萬$251.4 萬 | −$137.0 萬 | 0.3%1.1% | −0.80 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 2,1643,140 | −976−31.1% | $60.1 萬$96.0 萬 | −$27.1 萬 | 0.3%0.4% | −0.16 |
| XYLXylem Inc. | 加碼歷史 | 6,9022,874 | +4,028+140.2% | $58.8 萬$34.5 萬 | +$34.3 萬 | 0.3%0.1% | +0.10 |
| RTXRTX Corp | 減碼歷史 | 5,8846,492 | −608−9.4% | $58.3 萬$55.9 萬 | −$6.02 萬 | 0.2%0.2% | +0.01 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,4772,276 | +201+8.8% | $56.4 萬$56.1 萬 | +$4.58 萬 | 0.2%0.2% | 0.00 |
| MCDMcDonalds Corp | 減碼歷史 | 2,2032,217 | −14−0.6% | $54.5 萬$59.4 萬 | −$3,463.46 | 0.2%0.3% | −0.03 |
| ABBVAbbVie Inc. | 不變歷史 | 3,2303,230 | 00.0% | $52.4 萬$43.7 萬 | $0 | 0.2%0.2% | +0.03 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 3,5193,190 | +329+10.3% | $46.2 萬$48.1 萬 | +$4.32 萬 | 0.2%0.2% | −0.01 |
| WMTWalmart Inc. | 加碼歷史 | 2,9032,759 | +144+5.2% | $43.2 萬$39.9 萬 | +$2.14 萬 | 0.2%0.2% | +0.01 |
| CTVACorteva, Inc. | 減碼歷史 | 7,34064,425 | −57,085−88.6% | $42.2 萬$304.6 萬 | −$328.2 萬 | 0.2%1.3% | −1.14 |
| ACNAccenture plc | 加碼歷史 | 1,1471,033 | +114+11.0% | $38.7 萬$42.8 萬 | +$3.85 萬 | 0.2%0.2% | −0.02 |
| Vanguard Dividend Appreciation ETF921908844 | 不變– | 2,3002,300 | 00.0% | $37.3 萬$39.5 萬 | $0 | 0.2%0.2% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 9921,047 | −55−5.3% | $35.0 萬$31.3 萬 | −$1.94 萬 | 0.1%0.1% | +0.01 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 5,9765,750 | +226+3.9% | $33.3 萬$36.4 萬 | +$1.26 萬 | 0.1%0.2% | −0.02 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 1,9813,359 | −1,378−41.0% | $32.9 萬$56.4 萬 | −$22.9 萬 | 0.1%0.2% | −0.10 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $32.8 萬$37.1 萬 | $0 | 0.1%0.2% | −0.02 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $32.2 萬$21.8 萬 | $0 | 0.1%0.1% | +0.04 |
| NEMNEWMONT Corp | 不變歷史 | 4,0004,000 | 00.0% | $31.8 萬$24.8 萬 | $0 | 0.1%0.1% | +0.03 |
| SBLKStar Bulk Carriers Corp. | 新進歷史 | 10,0000 | +10,000 | $29.7 萬$0 | +$29.7 萬 | 0.1%0.0% | +0.13 |
| CLColgate Palmolive Co | 減碼歷史 | 3,8374,562 | −725−15.9% | $29.1 萬$38.9 萬 | −$5.50 萬 | 0.1%0.2% | −0.04 |
| WMWaste Management Inc | 加碼歷史 | 1,7951,516 | +279+18.4% | $28.5 萬$25.3 萬 | +$4.43 萬 | 0.1%0.1% | +0.01 |
| SOSouthern Co | 加碼歷史 | 3,9213,780 | +141+3.7% | $28.4 萬$25.9 萬 | +$1.02 萬 | 0.1%0.1% | +0.01 |
| LOWLowes Companies Inc | 加碼歷史 | 1,3771,068 | +309+28.9% | $27.8 萬$27.6 萬 | +$6.24 萬 | 0.1%0.1% | 0.00 |
| EMREmerson Electric Co | 加碼歷史 | 2,7312,375 | +356+15.0% | $26.8 萬$22.1 萬 | +$3.49 萬 | 0.1%0.1% | +0.02 |
| CVSCVS Health Corp | 減碼歷史 | 2,6252,759 | −134−4.9% | $26.6 萬$28.5 萬 | −$1.36 萬 | 0.1%0.1% | −0.01 |
| BMYBristol Myers Squibb Co | 不變歷史 | 3,6003,600 | 00.0% | $26.3 萬$22.4 萬 | $0 | 0.1%0.1% | +0.01 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 1,5381,185 | +353+29.8% | $25.5 萬$22.4 萬 | +$5.85 萬 | 0.1%0.1% | +0.01 |
| MMM3M Co | 加碼歷史 | 1,6571,518 | +139+9.2% | $24.7 萬$27.0 萬 | +$2.07 萬 | 0.1%0.1% | −0.01 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $24.5 萬$24.0 萬 | $0 | 0.1%0.1% | 0.00 |
| AMATApplied Materials Inc | 加碼歷史 | 1,8321,551 | +281+18.1% | $24.1 萬$24.4 萬 | +$3.70 萬 | 0.1%0.1% | 0.00 |
| BCSBarclays PLC | 加碼歷史 | 30,00029,000 | +1,000+3.4% | $23.7 萬$30.0 萬 | +$7,900 | 0.1%0.1% | −0.03 |
| PBRPetrobras - Petroleo Brasileiro SA | 新進歷史 | 16,0000 | +16,000 | $23.7 萬$0 | +$23.7 萬 | 0.1%0.0% | +0.10 |
| JRSNuveen Real Estate Income Fund | 不變歷史 | 20,00020,000 | 00.0% | $23.6 萬$25.6 萬 | $0 | 0.1%0.1% | −0.01 |
| PGProcter & Gamble Co | 減碼歷史 | 1,5351,761 | −226−12.8% | $23.5 萬$28.8 萬 | −$3.46 萬 | 0.1%0.1% | −0.02 |
| TXTernium S.A. | 不變歷史 | 5,0005,000 | 00.0% | $22.8 萬$21.8 萬 | $0 | 0.1%0.1% | 0.00 |
| TGTTarget Corp | 不變歷史 | 1,0331,033 | 00.0% | $21.9 萬$23.9 萬 | $0 | 0.1%0.1% | −0.01 |
| ADMArcher-Daniels-Midland Co | 新進歷史 | 2,4000 | +2,400 | $21.7 萬$0 | +$21.7 萬 | 0.1%0.0% | +0.09 |
| KOCoca Cola Co | 減碼歷史 | 3,4623,640 | −178−4.9% | $21.5 萬$21.6 萬 | −$1.11 萬 | 0.1%0.1% | 0.00 |
| MUMicron Technology Inc | 不變歷史 | 2,7502,750 | 00.0% | $21.4 萬$25.6 萬 | $0 | 0.1%0.1% | −0.02 |
| MMPMagellan Midstream Partners, L.P. | 新進歷史 | 4,3010 | +4,301 | $21.1 萬$0 | +$21.1 萬 | 0.1%0.0% | +0.09 |
| DKSDick's Sporting Goods, Inc. | 不變歷史 | 2,0002,000 | 00.0% | $20.0 萬$23.0 萬 | $0 | 0.1%0.1% | −0.01 |
| BDXBecton Dickinson & Co | 新進歷史 | 7530 | +753 | $20.0 萬$0 | +$20.0 萬 | 0.1%0.0% | +0.09 |
| UXINUxin Ltd | 不變歷史 | 13,89013,890 | 00.0% | $1.40 萬$2.20 萬 | $0 | <0.1%<0.1% | 0.00 |
| IBIOiBio, Inc. | 不變歷史 | 17,08017,080 | 00.0% | $7,000$9,000 | $0 | <0.1%<0.1% | 0.00 |
| DDDuPont de Nemours, Inc. | 清倉歷史 | 028,322 | −28,322−100.0% | $0$228.8 萬 | −$228.8 萬 | 0.0%1.0% | −0.99 |
| DISWalt Disney Co | 清倉歷史 | 05,051 | −5,051−100.0% | $0$78.2 萬 | −$78.2 萬 | 0.0%0.3% | −0.34 |
| iShares Tr46435G425 | 清倉– | 04,655 | −4,655−100.0% | $0$50.2 萬 | −$50.2 萬 | 0.0%0.2% | −0.22 |
| iShares Core S&P 500 ETF464287200 | 清倉– | 01,009 | −1,009−100.0% | $0$48.1 萬 | −$48.1 萬 | 0.0%0.2% | −0.21 |
| DHIHorton D R Inc | 清倉歷史 | 02,700 | −2,700−100.0% | $0$29.3 萬 | −$29.3 萬 | 0.0%0.1% | −0.13 |
| iShares Core MSCI Eafe ETF46432F842 | 清倉– | 03,502 | −3,502−100.0% | $0$26.1 萬 | −$26.1 萬 | 0.0%0.1% | −0.11 |
| iShares Tr464288885 | 清倉– | 02,211 | −2,211−100.0% | $0$24.4 萬 | −$24.4 萬 | 0.0%0.1% | −0.11 |
| GOOGAlphabet Inc. | 清倉歷史 | 075 | −75−100.0% | $0$21.7 萬 | −$21.7 萬 | 0.0%0.1% | −0.09 |
| MSMorgan Stanley | 清倉歷史 | 02,200 | −2,200−100.0% | $0$21.6 萬 | −$21.6 萬 | 0.0%0.1% | −0.09 |
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。