S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 2 季到 2022 年第 3 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
- 3 檔
- 估計 +$58.2 萬
- 加碼
- 42 檔
- 估計 +$1,072 萬
- 減碼
- 25 檔
- 估計 −$759.5 萬
- 清倉
- 3 檔
- 估計 −$94.3 萬
總值從 $2.21 億變成 $2.14 億（−$696.5 萬 (−3.2%)），持股從 83 檔變成 83 檔（0）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 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. | 減碼歷史 | 89,86691,995 | −2,129−2.3% | $1,242 萬$1,258 萬 | −$29.4 萬 | 5.8%5.7% | +0.11 |
| Invesco Exch TRD SLF Idx FD46138J882 | 減碼– | 375,457451,647 | −76,190−16.9% | $795.2 萬$957.0 萬 | −$161.4 萬 | 3.7%4.3% | −0.62 |
| Invesco Exch TRD SLF Idx FD46138J866 | 減碼– | 377,783447,507 | −69,724−15.6% | $788.4 萬$937.5 萬 | −$145.5 萬 | 3.7%4.2% | −0.56 |
| Invesco Exch TRD SLF Idx FD46138J841 | 減碼– | 379,187444,420 | −65,233−14.7% | $773.2 萬$921.7 萬 | −$133.0 萬 | 3.6%4.2% | −0.56 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 385,050447,618 | −62,568−14.0% | $768.0 萬$914.9 萬 | −$124.8 萬 | 3.6%4.1% | −0.55 |
| MSFTMicrosoft Corp | 加碼歷史 | 29,26128,278 | +983+3.5% | $681.5 萬$726.3 萬 | +$22.9 萬 | 3.2%3.3% | −0.10 |
| NEENextera Energy Inc | 減碼歷史 | 85,75291,160 | −5,408−5.9% | $672.4 萬$706.1 萬 | −$42.4 萬 | 3.1%3.2% | −0.05 |
| AMZNAmazon Com Inc | 減碼歷史 | 59,01359,125 | −112−0.2% | $666.9 萬$628.0 萬 | −$1.27 萬 | 3.1%2.8% | +0.27 |
| GOOGLAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 68,39862,080 | +6,318+10.2% | $654.2 萬$676.4 萬 | +$60.4 萬 | 3.1%3.1% | 0.00 |
| ECLEcolab Inc. | 加碼歷史 | 44,27742,175 | +2,102+5.0% | $639.4 萬$648.5 萬 | +$30.4 萬 | 3.0%2.9% | +0.05 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 104,10984,577 | +19,532+23.1% | $624.5 萬$539.0 萬 | +$117.2 萬 | 2.9%2.4% | +0.48 |
| LINLinde PLC | 加碼歷史 | 22,23020,776 | +1,454+7.0% | $599.3 萬$597.4 萬 | +$39.2 萬 | 2.8%2.7% | +0.10 |
| CBRECbre Group, Inc. | 加碼歷史 | 86,18982,240 | +3,949+4.8% | $581.9 萬$605.4 萬 | +$26.7 萬 | 2.7%2.7% | −0.02 |
| HDHome Depot, Inc. | 加碼歷史 | 21,03320,688 | +345+1.7% | $580.4 萬$567.4 萬 | +$9.52 萬 | 2.7%2.6% | +0.14 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 26,45626,263 | +193+0.7% | $571.2 萬$668.8 萬 | +$4.17 萬 | 2.7%3.0% | −0.36 |
| DDominion Energy, Inc | 減碼歷史 | 82,54983,084 | −535−0.6% | $570.5 萬$663.1 萬 | −$3.70 萬 | 2.7%3.0% | −0.34 |
| COSTCostco Wholesale Corp | 減碼歷史 | 11,96512,667 | −702−5.5% | $565.1 萬$607.1 萬 | −$33.2 萬 | 2.6%2.7% | −0.11 |
| VLOValero Energy Corp | 減碼歷史 | 50,66452,676 | −2,012−3.8% | $541.3 萬$559.8 萬 | −$21.5 萬 | 2.5%2.5% | 0.00 |
| METAMeta Platforms, Inc. | 加碼歷史 | 39,60234,962 | +4,640+13.3% | $537.3 萬$563.8 萬 | +$63.0 萬 | 2.5%2.6% | −0.04 |
| HONHoneywell International Inc | 加碼歷史 | 32,00130,700 | +1,301+4.2% | $534.3 萬$533.6 萬 | +$21.7 萬 | 2.5%2.4% | +0.08 |
| ENBEnbridge Inc | 加碼歷史 | 131,155130,991 | +164+0.1% | $486.6 萬$553.6 萬 | +$6,084.59 | 2.3%2.5% | −0.23 |
| CSGPCostar Group, Inc. | 減碼歷史 | 66,36468,132 | −1,768−2.6% | $462.2 萬$411.6 萬 | −$12.3 萬 | 2.2%1.9% | +0.30 |
| USBUS Bancorp DE | 加碼歷史 | 113,168102,371 | +10,797+10.5% | $456.3 萬$471.1 萬 | +$43.5 萬 | 2.1%2.1% | 0.00 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 加碼– | 199,344159,859 | +39,485+24.7% | $438.0 萬$352.5 萬 | +$86.8 萬 | 2.0%1.6% | +0.45 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 182,564144,249 | +38,315+26.6% | $416.6 萬$330.9 萬 | +$87.4 萬 | 1.9%1.5% | +0.45 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 187,305147,085 | +40,220+27.3% | $407.4 萬$322.9 萬 | +$87.5 萬 | 1.9%1.5% | +0.44 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 188,335147,419 | +40,916+27.8% | $407.2 萬$321.2 萬 | +$88.5 萬 | 1.9%1.5% | +0.45 |
| LMTLockheed Martin Corp | 加碼歷史 | 10,29410,291 | +30.0% | $397.6 萬$442.5 萬 | +$1,158.73 | 1.9%2.0% | −0.14 |
| VVisa Inc. | 加碼歷史 | 19,04718,767 | +280+1.5% | $338.4 萬$369.5 萬 | +$4.97 萬 | 1.6%1.7% | −0.09 |
| JNJJohnson & Johnson | 加碼歷史 | 20,44419,061 | +1,383+7.3% | $334.0 萬$338.3 萬 | +$22.6 萬 | 1.6%1.5% | +0.03 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 6,4605,687 | +773+13.6% | $327.6 萬$309.0 萬 | +$39.2 萬 | 1.5%1.4% | +0.13 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 6,2916,531 | −240−3.7% | $317.7 萬$335.5 萬 | −$12.1 萬 | 1.5%1.5% | −0.03 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 74,53277,220 | −2,688−3.5% | $315.6 萬$344.9 萬 | −$11.4 萬 | 1.5%1.6% | −0.09 |
| MAMastercard Inc | 加碼歷史 | 9,8459,135 | +710+7.8% | $279.9 萬$288.2 萬 | +$20.2 萬 | 1.3%1.3% | 0.00 |
| AAgilent Technologies, Inc. | 減碼歷史 | 22,34122,405 | −64−0.3% | $271.6 萬$266.1 萬 | −$7,780.49 | 1.3%1.2% | +0.06 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 42,38538,663 | +3,722+9.6% | $178.0 萬$170.9 萬 | +$15.6 萬 | 0.8%0.8% | +0.06 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 15,55014,461 | +1,089+7.5% | $162.5 萬$162.8 萬 | +$11.4 萬 | 0.8%0.7% | +0.02 |
| EQIXEquinix Inc | 減碼歷史 | 2,5142,545 | −31−1.2% | $143.0 萬$167.2 萬 | −$1.76 萬 | 0.7%0.8% | −0.09 |
| PHParker-Hannifin Corp | 加碼歷史 | 5,3224,763 | +559+11.7% | $129.0 萬$117.2 萬 | +$13.5 萬 | 0.6%0.5% | +0.07 |
| XYLXylem Inc. | 加碼歷史 | 12,19911,576 | +623+5.4% | $106.6 萬$90.5 萬 | +$5.44 萬 | 0.5%0.4% | +0.09 |
| SBUXStarbucks Corp | 加碼歷史 | 11,7849,871 | +1,913+19.4% | $99.3 萬$75.4 萬 | +$16.1 萬 | 0.5%0.3% | +0.12 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,4084,430 | −22−0.5% | $93.5 萬$98.0 萬 | −$4,666.52 | 0.4%0.4% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 4,1434,223 | −80−1.9% | $90.8 萬$95.5 萬 | −$1.75 萬 | 0.4%0.4% | −0.01 |
| INTCIntel Corp | 加碼歷史 | 30,90116,090 | +14,811+92.1% | $79.6 萬$60.2 萬 | +$38.2 萬 | 0.4%0.3% | +0.10 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 8,6818,944 | −263−2.9% | $75.7 萬$82.7 萬 | −$2.29 萬 | 0.4%0.4% | −0.02 |
| MDTMedtronic plc | 加碼歷史 | 8,9497,655 | +1,294+16.9% | $72.3 萬$68.7 萬 | +$10.5 萬 | 0.3%0.3% | +0.03 |
| WMTWalmart Inc. | 加碼歷史 | 5,5033,813 | +1,690+44.3% | $71.4 萬$46.4 萬 | +$21.9 萬 | 0.3%0.2% | +0.12 |
| IBMInternational Business Machines Corp | 減碼歷史 | 5,9155,959 | −44−0.7% | $70.3 萬$84.1 萬 | −$5,229.42 | 0.3%0.4% | −0.05 |
| JLLJones Lang Lasalle Inc | 加碼歷史 | 3,8283,336 | +492+14.7% | $57.8 萬$58.3 萬 | +$7.43 萬 | 0.3%0.3% | +0.01 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 2,5522,713 | −161−5.9% | $57.7 萬$57.0 萬 | −$3.64 萬 | 0.3%0.3% | +0.01 |
| RTXRTX Corp | 加碼歷史 | 6,2625,554 | +708+12.7% | $51.3 萬$53.4 萬 | +$5.80 萬 | 0.2%0.2% | 0.00 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 2,1791,758 | +421+23.9% | $50.7 萬$42.3 萬 | +$9.80 萬 | 0.2%0.2% | +0.05 |
| LOWLowes Companies Inc | 加碼歷史 | 2,4961,711 | +785+45.9% | $46.9 萬$29.9 萬 | +$14.8 萬 | 0.2%0.1% | +0.08 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,1642,164 | 00.0% | $45.5 萬$47.3 萬 | $0 | 0.2%0.2% | 0.00 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 4,8054,256 | +549+12.9% | $43.6 萬$50.7 萬 | +$4.98 萬 | 0.2%0.2% | −0.03 |
| ACNAccenture plc | 加碼歷史 | 1,4541,399 | +55+3.9% | $37.4 萬$38.8 萬 | +$1.41 萬 | 0.2%0.2% | 0.00 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 9,3058,537 | +768+9.0% | $37.2 萬$36.4 萬 | +$3.07 萬 | 0.2%0.2% | +0.01 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $32.6 萬$29.9 萬 | $0 | 0.2%0.1% | +0.02 |
| CTVACorteva, Inc. | 減碼歷史 | 5,5126,396 | −884−13.8% | $31.5 萬$34.6 萬 | −$5.05 萬 | 0.1%0.2% | −0.01 |
| MMM3M Co | 加碼歷史 | 2,8422,375 | +467+19.7% | $31.4 萬$30.7 萬 | +$5.16 萬 | 0.1%0.1% | +0.01 |
| Vanguard Dividend Appreciation ETF921908844 | 不變– | 2,3002,300 | 00.0% | $31.1 萬$33.0 萬 | $0 | 0.1%0.1% | 0.00 |
| WMWaste Management Inc | 減碼歷史 | 1,7941,979 | −185−9.3% | $28.7 萬$30.3 萬 | −$2.96 萬 | 0.1%0.1% | 0.00 |
| SOSouthern Co | 減碼歷史 | 3,9163,923 | −7−0.2% | $26.6 萬$28.0 萬 | −$475.49 | 0.1%0.1% | 0.00 |
| CLColgate Palmolive Co | 加碼歷史 | 3,7603,692 | +68+1.8% | $26.4 萬$29.6 萬 | +$4,774.47 | 0.1%0.1% | −0.01 |
| EMREmerson Electric Co | 加碼歷史 | 3,5883,262 | +326+10.0% | $26.3 萬$25.9 萬 | +$2.39 萬 | 0.1%0.1% | +0.01 |
| BMYBristol Myers Squibb Co | 不變歷史 | 3,6003,600 | 00.0% | $25.6 萬$27.7 萬 | $0 | 0.1%0.1% | −0.01 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 1,9431,829 | +114+6.2% | $25.3 萬$27.2 萬 | +$1.48 萬 | 0.1%0.1% | 0.00 |
| AMATApplied Materials Inc | 加碼歷史 | 2,9822,401 | +581+24.2% | $24.4 萬$21.8 萬 | +$4.75 萬 | 0.1%0.1% | +0.02 |
| SPDR Series Trust78464A805 | 新進– | 5,2410 | +5,241 | $23.1 萬$0 | +$23.1 萬 | 0.1%0.0% | +0.11 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $22.4 萬$23.9 萬 | $0 | 0.1%0.1% | 0.00 |
| CVSCVS Health Corp | 減碼歷史 | 2,3322,395 | −63−2.6% | $22.2 萬$22.2 萬 | −$5,997.43 | 0.1%0.1% | 0.00 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $22.1 萬$20.6 萬 | $0 | 0.1%0.1% | +0.01 |
| PGProcter & Gamble Co | 加碼歷史 | 1,6661,585 | +81+5.1% | $21.0 萬$22.8 萬 | +$1.02 萬 | 0.1%0.1% | −0.01 |
| MMPMagellan Midstream Partners, L.P. | 新進歷史 | 4,3060 | +4,306 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.10 |
| PBRPetrobras - Petroleo Brasileiro SA | 不變歷史 | 16,00016,000 | 00.0% | $19.7 萬$18.7 萬 | $0 | 0.1%0.1% | +0.01 |
| BCSBarclays PLC | 不變歷史 | 30,00030,000 | 00.0% | $19.2 萬$22.8 萬 | $0 | 0.1%0.1% | −0.01 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $17.2 萬$19.9 萬 | $0 | 0.1%0.1% | −0.01 |
| FFord Motor Co | 新進歷史 | 13,0000 | +13,000 | $14.6 萬$0 | +$14.6 萬 | 0.1%0.0% | +0.07 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $13.5 萬$15.4 萬 | $0 | 0.1%0.1% | −0.01 |
| JRSNuveen Real Estate Income Fund | 減碼歷史 | 10,00020,000 | −10,000−50.0% | $7.70 萬$18.8 萬 | −$7.70 萬 | <0.1%0.1% | −0.05 |
| Golden Ocean Group LtdG39637205 | 不變– | 10,00010,000 | 00.0% | $7.50 萬$11.6 萬 | $0 | <0.1%0.1% | −0.02 |
| UXINUxin Ltd | 不變歷史 | 13,89013,890 | 00.0% | $8,000$6,000 | $0 | <0.1%<0.1% | 0.00 |
| IBIOiBio, Inc. | 不變歷史 | 17,08017,080 | 00.0% | $3,000$5,000 | $0 | <0.1%<0.1% | 0.00 |
| ABBVAbbVie Inc. | 清倉歷史 | 03,230 | −3,230−100.0% | $0$49.5 萬 | −$49.5 萬 | 0.0%0.2% | −0.22 |
| NEMNEWMONT Corp | 清倉歷史 | 04,000 | −4,000−100.0% | $0$23.9 萬 | −$23.9 萬 | 0.0%0.1% | −0.11 |
| EQNREquinor ASA | 清倉歷史 | 06,000 | −6,000−100.0% | $0$20.9 萬 | −$20.9 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。