S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/26 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 83
- 較 2022 年第 1 季 −8
- 總值
- $2.21 億
- 較 2022 年第 1 季 −$1,369 萬 (−5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 91,995 | $1,258 萬 | 5.7% | +25,198+37.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 451,647 | $957.0 萬 | 4.3% | −105,602−19.0% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 447,507 | $937.5 萬 | 4.2% | −92,567−17.1% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 444,420 | $921.7 萬 | 4.2% | −86,666−16.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 447,618 | $914.9 萬 | 4.1% | −78,945−15.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 28,278 | $726.3 萬 | 3.3% | +4,611+19.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 91,160 | $706.1 萬 | 3.2% | +15,289+20.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,104 | $676.4 萬 | 3.1% | +720+30.2% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 26,263 | $668.8 萬 | 3.0% | +18,116+222.4% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 83,084 | $663.1 萬 | 3.0% | +6,345+8.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 42,175 | $648.5 萬 | 2.9% | +6,620+18.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,125 | $628.0 萬 | 2.8% | +16,265+37.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,667 | $607.1 萬 | 2.7% | +3,381+36.4% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 82,240 | $605.4 萬 | 2.7% | +21,402+35.2% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 20,776 | $597.4 萬 | 2.7% | +2,048+10.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,688 | $567.4 萬 | 2.6% | +20,688 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 34,962 | $563.8 萬 | 2.6% | +5,753+19.7% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 52,676 | $559.8 萬 | 2.5% | −8,389−13.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 130,991 | $553.6 萬 | 2.5% | −485−0.4% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 84,577 | $539.0 萬 | 2.4% | +39,710+88.5% | 加碼 | – |
| HONHoneywell International Inc | COM | 30,700 | $533.6 萬 | 2.4% | +2,875+10.3% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 102,371 | $471.1 萬 | 2.1% | +26,414+34.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,291 | $442.5 萬 | 2.0% | −14−0.1% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 68,132 | $411.6 萬 | 1.9% | −573−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 18,767 | $369.5 萬 | 1.7% | +972+5.5% | 加碼 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 159,859 | $352.5 萬 | 1.6% | −25,962−14.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 77,220 | $344.9 萬 | 1.6% | −442−0.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 19,061 | $338.3 萬 | 1.5% | −316−1.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,531 | $335.5 萬 | 1.5% | −222−3.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 144,249 | $330.9 萬 | 1.5% | −22,327−13.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 147,085 | $322.9 萬 | 1.5% | −18,681−11.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 147,419 | $321.2 萬 | 1.5% | −20,462−12.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 5,687 | $309.0 萬 | 1.4% | +3,064+116.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,135 | $288.2 萬 | 1.3% | +1,700+22.9% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,405 | $266.1 萬 | 1.2% | +4,162+22.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 38,663 | $170.9 萬 | 0.8% | +4,163+12.1% | 加碼 | – |
| EQIXEquinix Inc | COM | 2,545 | $167.2 萬 | 0.8% | +52+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,461 | $162.8 萬 | 0.7% | +1,784+14.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,763 | $117.2 萬 | 0.5% | +4,763 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,430 | $98.0 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,223 | $95.5 萬 | 0.4% | −17−0.4% | 減碼 | – |
| XYLXylem Inc. | COM | 11,576 | $90.5 萬 | 0.4% | +4,674+67.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,959 | $84.1 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,944 | $82.7 萬 | 0.4% | −74−0.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 9,871 | $75.4 萬 | 0.3% | −54,082−84.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,655 | $68.7 萬 | 0.3% | −12,034−61.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 16,090 | $60.2 萬 | 0.3% | −55,494−77.5% | 減碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 3,336 | $58.3 萬 | 0.3% | −694−17.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,713 | $57.0 萬 | 0.3% | +236+9.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,554 | $53.4 萬 | 0.2% | −330−5.6% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 4,256 | $50.7 萬 | 0.2% | +737+20.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,230 | $49.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,813 | $46.4 萬 | 0.2% | +910+31.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,758 | $42.3 萬 | 0.2% | −1,021−36.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,399 | $38.8 萬 | 0.2% | +252+22.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,537 | $36.4 萬 | 0.2% | +2,561+42.9% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,396 | $34.6 萬 | 0.2% | −944−12.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,300 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,375 | $30.7 萬 | 0.1% | +718+43.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,979 | $30.3 萬 | 0.1% | +184+10.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,711 | $29.9 萬 | 0.1% | +334+24.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,692 | $29.6 萬 | 0.1% | −145−3.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,923 | $28.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,600 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,829 | $27.2 萬 | 0.1% | +291+18.9% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,262 | $25.9 萬 | 0.1% | +531+19.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 4,000 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $23.9 萬 | 0.1% | −332−16.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,585 | $22.8 萬 | 0.1% | +50+3.3% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 30,000 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 2,395 | $22.2 萬 | 0.1% | −230−8.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,401 | $21.8 萬 | 0.1% | +569+31.1% | 加碼 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 6,000 | $20.9 萬 | 0.1% | +6,000 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 11,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $19.9 萬 | 0.1% | +28,000 | 新進 | – |
| JRSNuveen Real Estate Income Fund | COM | 20,000 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 16,000 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 10,000 | $11.6 萬 | 0.1% | +10,000 | 新進 | – |
| UXINUxin Ltd | ADS | 13,890 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 17,080 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（13 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BUDAnheuser-Busch InBev SA/NV | ADR | 32,662 | $196.2 萬 | 0.8% | 歷史 |
| PEPPepsiCo Inc | Stock | 9,938 | $166.3 萬 | 0.7% | 歷史 |
| MCDMcDonalds Corp | Stock | 2,203 | $54.5 萬 | 0.2% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 992 | $35.0 萬 | 0.1% | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 10,000 | $29.7 萬 | 0.1% | 歷史 |
| TXTernium S.A. | SPONSORED ADS | 5,000 | $22.8 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,033 | $21.9 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,400 | $21.7 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 3,462 | $21.5 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,750 | $21.4 萬 | 0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,301 | $21.1 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 753 | $20.0 萬 | 0.1% | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 2,000 | $20.0 萬 | 0.1% | 歷史 |