S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/20 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 83
- 較 2022 年第 2 季 0
- 總值
- $2.14 億
- 較 2022 年第 2 季 −$696.5 萬 (−3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 89,866 | $1,242 萬 | 5.8% | −2,129−2.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 375,457 | $795.2 萬 | 3.7% | −76,190−16.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 377,783 | $788.4 萬 | 3.7% | −69,724−15.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 379,187 | $773.2 萬 | 3.6% | −65,233−14.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 385,050 | $768.0 萬 | 3.6% | −62,568−14.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 29,261 | $681.5 萬 | 3.2% | +983+3.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 85,752 | $672.4 萬 | 3.1% | −5,408−5.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,013 | $666.9 萬 | 3.1% | −112−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 68,398 | $654.2 萬 | 3.1% | +6,318+10.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ECLEcolab Inc. | Stock | 44,277 | $639.4 萬 | 3.0% | +2,102+5.0% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 104,109 | $624.5 萬 | 2.9% | +19,532+23.1% | 加碼 | – |
| LINLinde PLC | SHS | 22,230 | $599.3 萬 | 2.8% | +1,454+7.0% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 86,189 | $581.9 萬 | 2.7% | +3,949+4.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,033 | $580.4 萬 | 2.7% | +345+1.7% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 26,456 | $571.2 萬 | 2.7% | +193+0.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 82,549 | $570.5 萬 | 2.7% | −535−0.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,965 | $565.1 萬 | 2.6% | −702−5.5% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 50,664 | $541.3 萬 | 2.5% | −2,012−3.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 39,602 | $537.3 萬 | 2.5% | +4,640+13.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 32,001 | $534.3 萬 | 2.5% | +1,301+4.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 131,155 | $486.6 萬 | 2.3% | +164+0.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 66,364 | $462.2 萬 | 2.2% | −1,768−2.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 113,168 | $456.3 萬 | 2.1% | +10,797+10.5% | 加碼 | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 199,344 | $438.0 萬 | 2.0% | +39,485+24.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 182,564 | $416.6 萬 | 1.9% | +38,315+26.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 187,305 | $407.4 萬 | 1.9% | +40,220+27.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 188,335 | $407.2 萬 | 1.9% | +40,916+27.8% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 10,294 | $397.6 萬 | 1.9% | +30.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,047 | $338.4 萬 | 1.6% | +280+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,444 | $334.0 萬 | 1.6% | +1,383+7.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,460 | $327.6 萬 | 1.5% | +773+13.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,291 | $317.7 萬 | 1.5% | −240−3.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 74,532 | $315.6 萬 | 1.5% | −2,688−3.5% | 減碼 | – |
| MAMastercard Inc | Stock | 9,845 | $279.9 萬 | 1.3% | +710+7.8% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,341 | $271.6 萬 | 1.3% | −64−0.3% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 42,385 | $178.0 萬 | 0.8% | +3,722+9.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 15,550 | $162.5 萬 | 0.8% | +1,089+7.5% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,514 | $143.0 萬 | 0.7% | −31−1.2% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,322 | $129.0 萬 | 0.6% | +559+11.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 12,199 | $106.6 萬 | 0.5% | +623+5.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,784 | $99.3 萬 | 0.5% | +1,913+19.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,408 | $93.5 萬 | 0.4% | −22−0.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,143 | $90.8 萬 | 0.4% | −80−1.9% | 減碼 | – |
| INTCIntel Corp | Stock | 30,901 | $79.6 萬 | 0.4% | +14,811+92.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,681 | $75.7 萬 | 0.4% | −263−2.9% | 減碼 | – |
| MDTMedtronic plc | Stock | 8,949 | $72.3 萬 | 0.3% | +1,294+16.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,503 | $71.4 萬 | 0.3% | +1,690+44.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,915 | $70.3 萬 | 0.3% | −44−0.7% | 減碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 3,828 | $57.8 萬 | 0.3% | +492+14.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,552 | $57.7 萬 | 0.3% | −161−5.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,262 | $51.3 萬 | 0.2% | +708+12.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,179 | $50.7 萬 | 0.2% | +421+23.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,496 | $46.9 萬 | 0.2% | +785+45.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $45.5 萬 | 0.2% | 00.0% | 不變 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 4,805 | $43.6 萬 | 0.2% | +549+12.9% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,454 | $37.4 萬 | 0.2% | +55+3.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,305 | $37.2 萬 | 0.2% | +768+9.0% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $32.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 5,512 | $31.5 萬 | 0.1% | −884−13.8% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,842 | $31.4 萬 | 0.1% | +467+19.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,300 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 1,794 | $28.7 萬 | 0.1% | −185−9.3% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,916 | $26.6 萬 | 0.1% | −7−0.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,760 | $26.4 萬 | 0.1% | +68+1.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,588 | $26.3 萬 | 0.1% | +326+10.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,600 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,943 | $25.3 萬 | 0.1% | +114+6.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,982 | $24.4 萬 | 0.1% | +581+24.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,241 | $23.1 萬 | 0.1% | +5,241 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 2,332 | $22.2 萬 | 0.1% | −63−2.6% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 11,000 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,666 | $21.0 萬 | 0.1% | +81+5.1% | 加碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,306 | $20.5 萬 | 0.1% | +4,306 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 16,000 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCSBarclays PLC | ADR | 30,000 | $19.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $17.2 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 13,000 | $14.6 萬 | 0.1% | +13,000 | 新進 | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $13.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 10,000 | $7.70 萬 | <0.1% | −10,000−50.0% | 減碼 | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 10,000 | $7.50 萬 | <0.1% | 00.0% | 不變 | – |
| UXINUxin Ltd | ADS | 13,890 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| IBIOiBio, Inc. | COM NEW | 17,080 | $3,000 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（3 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。