S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 1 季到 2022 年第 2 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
- 5 檔
- 估計 +$737.0 萬
- 加碼
- 37 檔
- 估計 +$2,863 萬
- 減碼
- 28 檔
- 估計 −$1,850 萬
- 清倉
- 13 檔
- 估計 −$652.1 萬
總值從 $2.35 億變成 $2.21 億（−$1,369 萬 (−5.8%)），持股從 91 檔變成 83 檔（−8）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 年第 1 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 91,99566,797 | +25,198+37.7% | $1,258 萬$1,166 萬 | +$344.5 萬 | 5.7%5.0% | +0.72 |
| Invesco Exch TRD SLF Idx FD46138J882 | 減碼– | 451,647557,249 | −105,602−19.0% | $957.0 萬$1,185 萬 | −$223.8 萬 | 4.3%5.1% | −0.72 |
| Invesco Exch TRD SLF Idx FD46138J866 | 減碼– | 447,507540,074 | −92,567−17.1% | $937.5 萬$1,140 萬 | −$193.9 萬 | 4.2%4.9% | −0.61 |
| Invesco Exch TRD SLF Idx FD46138J841 | 減碼– | 444,420531,086 | −86,666−16.3% | $921.7 萬$1,119 萬 | −$179.7 萬 | 4.2%4.8% | −0.60 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 447,618526,563 | −78,945−15.0% | $914.9 萬$1,101 萬 | −$161.4 萬 | 4.1%4.7% | −0.55 |
| MSFTMicrosoft Corp | 加碼歷史 | 28,27823,667 | +4,611+19.5% | $726.3 萬$729.7 萬 | +$118.4 萬 | 3.3%3.1% | +0.18 |
| NEENextera Energy Inc | 加碼歷史 | 91,16075,871 | +15,289+20.2% | $706.1 萬$642.7 萬 | +$118.4 萬 | 3.2%2.7% | +0.46 |
| GOOGLAlphabet Inc. | 加碼歷史 | 3,1042,384 | +720+30.2% | $676.4 萬$663.1 萬 | +$156.9 萬 | 3.1%2.8% | +0.24 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 26,2638,147 | +18,116+222.4% | $668.8 萬$221.9 萬 | +$461.3 萬 | 3.0%0.9% | +2.08 |
| DDominion Energy, Inc | 加碼歷史 | 83,08476,739 | +6,345+8.3% | $663.1 萬$652.1 萬 | +$50.6 萬 | 3.0%2.8% | +0.22 |
| ECLEcolab Inc. | 加碼歷史 | 42,17535,555 | +6,620+18.6% | $648.5 萬$627.8 萬 | +$101.8 萬 | 2.9%2.7% | +0.26 |
| AMZNAmazon Com Inc | 加碼依 20 比 1 拆股換算歷史 | 59,12542,860 | +16,265+37.9% | $628.0 萬$698.6 萬 | +$172.8 萬 | 2.8%3.0% | −0.14 |
| COSTCostco Wholesale Corp | 加碼歷史 | 12,6679,286 | +3,381+36.4% | $607.1 萬$534.7 萬 | +$162.0 萬 | 2.7%2.3% | +0.47 |
| CBRECbre Group, Inc. | 加碼歷史 | 82,24060,838 | +21,402+35.2% | $605.4 萬$556.8 萬 | +$157.5 萬 | 2.7%2.4% | +0.37 |
| LINLinde PLC | 加碼歷史 | 20,77618,728 | +2,048+10.9% | $597.4 萬$598.2 萬 | +$58.9 萬 | 2.7%2.6% | +0.15 |
| HDHome Depot, Inc. | 新進歷史 | 20,6880 | +20,688 | $567.4 萬$0 | +$567.4 萬 | 2.6%0.0% | +2.57 |
| METAMeta Platforms, Inc. | 加碼歷史 | 34,96229,209 | +5,753+19.7% | $563.8 萬$649.5 萬 | +$92.8 萬 | 2.6%2.8% | −0.22 |
| VLOValero Energy Corp | 減碼歷史 | 52,67661,065 | −8,389−13.7% | $559.8 萬$620.1 萬 | −$89.2 萬 | 2.5%2.6% | −0.11 |
| ENBEnbridge Inc | 減碼歷史 | 130,991131,476 | −485−0.4% | $553.6 萬$606.0 萬 | −$2.05 萬 | 2.5%2.6% | −0.08 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 84,57744,867 | +39,710+88.5% | $539.0 萬$335.2 萬 | +$253.1 萬 | 2.4%1.4% | +1.01 |
| HONHoneywell International Inc | 加碼歷史 | 30,70027,825 | +2,875+10.3% | $533.6 萬$541.4 萬 | +$50.0 萬 | 2.4%2.3% | +0.11 |
| USBUS Bancorp DE | 加碼歷史 | 102,37175,957 | +26,414+34.8% | $471.1 萬$403.7 萬 | +$121.6 萬 | 2.1%1.7% | +0.41 |
| LMTLockheed Martin Corp | 減碼歷史 | 10,29110,305 | −14−0.1% | $442.5 萬$454.8 萬 | −$6,019.82 | 2.0%1.9% | +0.06 |
| CSGPCostar Group, Inc. | 減碼歷史 | 68,13268,705 | −573−0.8% | $411.6 萬$457.6 萬 | −$3.46 萬 | 1.9%2.0% | −0.09 |
| VVisa Inc. | 加碼歷史 | 18,76717,795 | +972+5.5% | $369.5 萬$394.6 萬 | +$19.1 萬 | 1.7%1.7% | −0.01 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 減碼– | 159,859185,821 | −25,962−14.0% | $352.5 萬$425.7 萬 | −$57.2 萬 | 1.6%1.8% | −0.22 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 77,22077,662 | −442−0.6% | $344.9 萬$418.2 萬 | −$1.97 萬 | 1.6%1.8% | −0.22 |
| JNJJohnson & Johnson | 減碼歷史 | 19,06119,377 | −316−1.6% | $338.3 萬$343.4 萬 | −$5.61 萬 | 1.5%1.5% | +0.07 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 6,5316,753 | −222−3.3% | $335.5 萬$344.4 萬 | −$11.4 萬 | 1.5%1.5% | +0.05 |
| Invesco Exch TRD SLF Idx FD46138J858 | 減碼– | 144,249166,576 | −22,327−13.4% | $330.9 萬$408.3 萬 | −$51.2 萬 | 1.5%1.7% | −0.24 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 147,085165,766 | −18,681−11.3% | $322.9 萬$394.0 萬 | −$41.0 萬 | 1.5%1.7% | −0.22 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 147,419167,881 | −20,462−12.2% | $321.2 萬$399.9 萬 | −$44.6 萬 | 1.5%1.7% | −0.25 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 5,6872,623 | +3,064+116.8% | $309.0 萬$154.9 萬 | +$166.5 萬 | 1.4%0.7% | +0.74 |
| MAMastercard Inc | 加碼歷史 | 9,1357,435 | +1,700+22.9% | $288.2 萬$265.7 萬 | +$53.6 萬 | 1.3%1.1% | +0.17 |
| AAgilent Technologies, Inc. | 加碼歷史 | 22,40518,243 | +4,162+22.8% | $266.1 萬$241.4 萬 | +$49.4 萬 | 1.2%1.0% | +0.18 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 38,66334,500 | +4,163+12.1% | $170.9 萬$184.2 萬 | +$18.4 萬 | 0.8%0.8% | −0.01 |
| EQIXEquinix Inc | 加碼歷史 | 2,5452,493 | +52+2.1% | $167.2 萬$184.9 萬 | +$3.42 萬 | 0.8%0.8% | −0.03 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 14,46112,677 | +1,784+14.1% | $162.8 萬$172.8 萬 | +$20.1 萬 | 0.7%0.7% | 0.00 |
| PHParker-Hannifin Corp | 新進歷史 | 4,7630 | +4,763 | $117.2 萬$0 | +$117.2 萬 | 0.5%0.0% | +0.53 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,4304,435 | −5−0.1% | $98.0 萬$107.0 萬 | −$1,106.09 | 0.4%0.5% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 4,2234,240 | −17−0.4% | $95.5 萬$113.8 萬 | −$3,844.42 | 0.4%0.5% | −0.05 |
| XYLXylem Inc. | 加碼歷史 | 11,5766,902 | +4,674+67.7% | $90.5 萬$58.8 萬 | +$36.5 萬 | 0.4%0.3% | +0.16 |
| IBMInternational Business Machines Corp | 加碼歷史 | 5,9595,957 | +20.0% | $84.1 萬$77.5 萬 | +$282.26 | 0.4%0.3% | +0.05 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 8,9449,018 | −74−0.8% | $82.7 萬$97.3 萬 | −$6,842.35 | 0.4%0.4% | −0.04 |
| SBUXStarbucks Corp | 減碼歷史 | 9,87163,953 | −54,082−84.6% | $75.4 萬$581.8 萬 | −$413.1 萬 | 0.3%2.5% | −2.14 |
| MDTMedtronic plc | 減碼歷史 | 7,65519,689 | −12,034−61.1% | $68.7 萬$218.4 萬 | −$108.0 萬 | 0.3%0.9% | −0.62 |
| INTCIntel Corp | 減碼歷史 | 16,09071,584 | −55,494−77.5% | $60.2 萬$354.8 萬 | −$207.6 萬 | 0.3%1.5% | −1.24 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 3,3364,030 | −694−17.2% | $58.3 萬$96.5 萬 | −$12.1 萬 | 0.3%0.4% | −0.15 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,7132,477 | +236+9.5% | $57.0 萬$56.4 萬 | +$4.96 萬 | 0.3%0.2% | +0.02 |
| RTXRTX Corp | 減碼歷史 | 5,5545,884 | −330−5.6% | $53.4 萬$58.3 萬 | −$3.17 萬 | 0.2%0.2% | −0.01 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 4,2563,519 | +737+20.9% | $50.7 萬$46.2 萬 | +$8.78 萬 | 0.2%0.2% | +0.03 |
| ABBVAbbVie Inc. | 不變歷史 | 3,2303,230 | 00.0% | $49.5 萬$52.4 萬 | $0 | 0.2%0.2% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,1642,164 | 00.0% | $47.3 萬$60.1 萬 | $0 | 0.2%0.3% | −0.04 |
| WMTWalmart Inc. | 加碼歷史 | 3,8132,903 | +910+31.3% | $46.4 萬$43.2 萬 | +$11.1 萬 | 0.2%0.2% | +0.03 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,7582,779 | −1,021−36.7% | $42.3 萬$69.4 萬 | −$24.6 萬 | 0.2%0.3% | −0.10 |
| ACNAccenture plc | 加碼歷史 | 1,3991,147 | +252+22.0% | $38.8 萬$38.7 萬 | +$6.99 萬 | 0.2%0.2% | +0.01 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 8,5375,976 | +2,561+42.9% | $36.4 萬$33.3 萬 | +$10.9 萬 | 0.2%0.1% | +0.02 |
| CTVACorteva, Inc. | 減碼歷史 | 6,3967,340 | −944−12.9% | $34.6 萬$42.2 萬 | −$5.11 萬 | 0.2%0.2% | −0.02 |
| Vanguard Dividend Appreciation ETF921908844 | 不變– | 2,3002,300 | 00.0% | $33.0 萬$37.3 萬 | $0 | 0.1%0.2% | −0.01 |
| MMM3M Co | 加碼歷史 | 2,3751,657 | +718+43.3% | $30.7 萬$24.7 萬 | +$9.28 萬 | 0.1%0.1% | +0.03 |
| WMWaste Management Inc | 加碼歷史 | 1,9791,795 | +184+10.3% | $30.3 萬$28.5 萬 | +$2.82 萬 | 0.1%0.1% | +0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $29.9 萬$32.8 萬 | $0 | 0.1%0.1% | 0.00 |
| LOWLowes Companies Inc | 加碼歷史 | 1,7111,377 | +334+24.3% | $29.9 萬$27.8 萬 | +$5.84 萬 | 0.1%0.1% | +0.02 |
| CLColgate Palmolive Co | 減碼歷史 | 3,6923,837 | −145−3.8% | $29.6 萬$29.1 萬 | −$1.16 萬 | 0.1%0.1% | +0.01 |
| SOSouthern Co | 加碼歷史 | 3,9233,921 | +2+0.1% | $28.0 萬$28.4 萬 | +$142.75 | 0.1%0.1% | +0.01 |
| BMYBristol Myers Squibb Co | 不變歷史 | 3,6003,600 | 00.0% | $27.7 萬$26.3 萬 | $0 | 0.1%0.1% | +0.01 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 1,8291,538 | +291+18.9% | $27.2 萬$25.5 萬 | +$4.33 萬 | 0.1%0.1% | +0.01 |
| EMREmerson Electric Co | 加碼歷史 | 3,2622,731 | +531+19.4% | $25.9 萬$26.8 萬 | +$4.22 萬 | 0.1%0.1% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 1,6491,981 | −332−16.8% | $23.9 萬$32.9 萬 | −$4.81 萬 | 0.1%0.1% | −0.03 |
| NEMNEWMONT Corp | 不變歷史 | 4,0004,000 | 00.0% | $23.9 萬$31.8 萬 | $0 | 0.1%0.1% | −0.03 |
| BCSBarclays PLC | 不變歷史 | 30,00030,000 | 00.0% | $22.8 萬$23.7 萬 | $0 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 加碼歷史 | 1,5851,535 | +50+3.3% | $22.8 萬$23.5 萬 | +$7,192.43 | 0.1%0.1% | 0.00 |
| CVSCVS Health Corp | 減碼歷史 | 2,3952,625 | −230−8.8% | $22.2 萬$26.6 萬 | −$2.13 萬 | 0.1%0.1% | −0.01 |
| AMATApplied Materials Inc | 加碼歷史 | 2,4011,832 | +569+31.1% | $21.8 萬$24.1 萬 | +$5.17 萬 | 0.1%0.1% | 0.00 |
| EQNREquinor ASA | 新進歷史 | 6,0000 | +6,000 | $20.9 萬$0 | +$20.9 萬 | 0.1%0.0% | +0.09 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $20.6 萬$24.5 萬 | $0 | 0.1%0.1% | −0.01 |
| Crescent PT Energy Corp22576C101 | 新進– | 28,0000 | +28,000 | $19.9 萬$0 | +$19.9 萬 | 0.1%0.0% | +0.09 |
| JRSNuveen Real Estate Income Fund | 不變歷史 | 20,00020,000 | 00.0% | $18.8 萬$23.6 萬 | $0 | 0.1%0.1% | −0.02 |
| PBRPetrobras - Petroleo Brasileiro SA | 不變歷史 | 16,00016,000 | 00.0% | $18.7 萬$23.7 萬 | $0 | 0.1%0.1% | −0.02 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $15.4 萬$32.2 萬 | $0 | 0.1%0.1% | −0.07 |
| Golden Ocean Group LtdG39637205 | 新進– | 10,0000 | +10,000 | $11.6 萬$0 | +$11.6 萬 | 0.1%0.0% | +0.05 |
| UXINUxin Ltd | 不變歷史 | 13,89013,890 | 00.0% | $6,000$1.40 萬 | $0 | <0.1%<0.1% | 0.00 |
| IBIOiBio, Inc. | 不變歷史 | 17,08017,080 | 00.0% | $5,000$7,000 | $0 | <0.1%<0.1% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | 清倉歷史 | 032,662 | −32,662−100.0% | $0$196.2 萬 | −$196.2 萬 | 0.0%0.8% | −0.84 |
| PEPPepsiCo Inc | 清倉歷史 | 09,938 | −9,938−100.0% | $0$166.3 萬 | −$166.3 萬 | 0.0%0.7% | −0.71 |
| MCDMcDonalds Corp | 清倉歷史 | 02,203 | −2,203−100.0% | $0$54.5 萬 | −$54.5 萬 | 0.0%0.2% | −0.23 |
| BRK.BBerkshire Hathaway Inc | 清倉歷史 | 0992 | −992−100.0% | $0$35.0 萬 | −$35.0 萬 | 0.0%0.1% | −0.15 |
| SBLKStar Bulk Carriers Corp. | 清倉歷史 | 010,000 | −10,000−100.0% | $0$29.7 萬 | −$29.7 萬 | 0.0%0.1% | −0.13 |
| TXTernium S.A. | 清倉歷史 | 05,000 | −5,000−100.0% | $0$22.8 萬 | −$22.8 萬 | 0.0%0.1% | −0.10 |
| TGTTarget Corp | 清倉歷史 | 01,033 | −1,033−100.0% | $0$21.9 萬 | −$21.9 萬 | 0.0%0.1% | −0.09 |
| ADMArcher-Daniels-Midland Co | 清倉歷史 | 02,400 | −2,400−100.0% | $0$21.7 萬 | −$21.7 萬 | 0.0%0.1% | −0.09 |
| KOCoca Cola Co | 清倉歷史 | 03,462 | −3,462−100.0% | $0$21.5 萬 | −$21.5 萬 | 0.0%0.1% | −0.09 |
| MUMicron Technology Inc | 清倉歷史 | 02,750 | −2,750−100.0% | $0$21.4 萬 | −$21.4 萬 | 0.0%0.1% | −0.09 |
| MMPMagellan Midstream Partners, L.P. | 清倉歷史 | 04,301 | −4,301−100.0% | $0$21.1 萬 | −$21.1 萬 | 0.0%0.1% | −0.09 |
| BDXBecton Dickinson & Co | 清倉歷史 | 0753 | −753−100.0% | $0$20.0 萬 | −$20.0 萬 | 0.0%0.1% | −0.09 |
| DKSDick's Sporting Goods, Inc. | 清倉歷史 | 02,000 | −2,000−100.0% | $0$20.0 萬 | −$20.0 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。