S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/19 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 85
- 較 2022 年第 3 季 +2
- 總值
- $2.31 億
- 較 2022 年第 3 季 +$1,688 萬 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 93,879 | $1,220 萬 | 5.3% | +4,013+4.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 431,475 | $869.0 萬 | 3.8% | +46,425+12.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 413,479 | $867.5 萬 | 3.8% | +35,696+9.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 422,316 | $865.1 萬 | 3.7% | +43,129+11.4% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 124,419 | $807.6 萬 | 3.5% | +20,310+19.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 32,211 | $772.5 萬 | 3.3% | +2,950+10.1% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 22,819 | $744.3 萬 | 3.2% | +589+2.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 88,583 | $740.6 萬 | 3.2% | +2,831+3.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 29,350 | $728.2 萬 | 3.2% | +2,894+10.9% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 94,228 | $725.2 萬 | 3.1% | +8,039+9.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 47,594 | $692.8 萬 | 3.0% | +3,317+7.5% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 31,859 | $682.7 萬 | 3.0% | −142−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,108 | $666.7 萬 | 2.9% | +75+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 78,484 | $659.3 萬 | 2.9% | +19,471+33.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 74,618 | $658.4 萬 | 2.9% | +6,220+9.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 49,072 | $622.5 萬 | 2.7% | −1,592−3.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,833 | $585.8 萬 | 2.5% | +868+7.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 95,006 | $582.6 萬 | 2.5% | +12,457+15.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 45,954 | $553.0 萬 | 2.4% | +6,352+16.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 122,308 | $533.4 萬 | 2.3% | +9,140+8.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 131,457 | $514.0 萬 | 2.2% | +302+0.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 213,426 | $497.5 萬 | 2.2% | +30,862+16.9% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 10,155 | $494.0 萬 | 2.1% | −139−1.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 221,104 | $489.1 萬 | 2.1% | +32,769+17.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 219,653 | $485.7 萬 | 2.1% | +32,348+17.3% | 加碼 | – |
| CSGPCostar Group, Inc. | COM | 60,393 | $466.7 萬 | 2.0% | −5,971−9.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,949 | $437.7 萬 | 1.9% | +1,489+23.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,046 | $395.7 萬 | 1.7% | −10.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,011 | $382.9 萬 | 1.7% | +1,166+11.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,586 | $346.0 萬 | 1.5% | −858−4.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,259 | $331.8 萬 | 1.4% | −32−0.5% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,100 | $330.7 萬 | 1.4% | −241−1.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,428 | $313.5 萬 | 1.4% | −5,104−6.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 16,471 | $220.9 萬 | 1.0% | +921+5.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 3,177 | $208.1 萬 | 0.9% | +663+26.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 41,628 | $186.5 萬 | 0.8% | −757−1.8% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 5,339 | $155.4 萬 | 0.7% | +17+0.3% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 12,452 | $137.7 萬 | 0.6% | +253+2.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,661 | $125.6 萬 | 0.5% | +877+7.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 40,591 | $107.3 萬 | 0.5% | +9,690+31.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,323 | $107.3 萬 | 0.5% | −85−1.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,217 | $102.0 萬 | 0.4% | +74+1.8% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,475 | $80.2 萬 | 0.3% | −206−2.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,549 | $78.7 萬 | 0.3% | +46+0.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,838 | $76.5 萬 | 0.3% | +1,342+53.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,365 | $75.6 萬 | 0.3% | −550−9.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,771 | $68.3 萬 | 0.3% | +509+8.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,983 | $61.1 萬 | 0.3% | −196−9.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,365 | $56.5 萬 | 0.2% | −187−7.3% | 減碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 3,501 | $55.8 萬 | 0.2% | −327−8.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 28,918 | $54.7 萬 | 0.2% | +28,918 | 新進 | – |
| MDTMedtronic plc | Stock | 7,018 | $54.5 萬 | 0.2% | −1,931−21.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,273 | $54.5 萬 | 0.2% | +6,273 | 新進 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 4,623 | $48.5 萬 | 0.2% | −182−3.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,935 | $47.3 萬 | 0.2% | +630+6.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $46.4 萬 | 0.2% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 1,573 | $42.0 萬 | 0.2% | +119+8.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,470 | $41.6 萬 | 0.2% | +628+22.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,661 | $39.2 萬 | 0.2% | +1,149+20.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,844 | $36.9 萬 | 0.2% | +256+7.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,300 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 15,091 | $34.0 萬 | 0.1% | +15,091 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $33.6 萬 | 0.1% | +2,687 | 新進 | – |
| CLColgate Palmolive Co | Stock | 4,174 | $32.9 萬 | 0.1% | +414+11.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,116 | $32.3 萬 | 0.1% | +173+8.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,262 | $31.8 萬 | 0.1% | +280+9.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,966 | $30.8 萬 | 0.1% | +172+9.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,918 | $28.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,034 | $26.6 萬 | 0.1% | +1,034 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 855 | $26.4 萬 | 0.1% | +855 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,600 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,248 | $24.8 萬 | 0.1% | +2,248 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 11,000 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCSBarclays PLC | ADR | 30,000 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,308 | $21.6 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 6,000 | $21.5 萬 | 0.1% | +6,000 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 2,400 | $21.4 萬 | 0.1% | +2,400 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,393 | $21.1 萬 | 0.1% | −273−16.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 773 | $20.4 萬 | 0.1% | +773 | 新進 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
| Golden Ocean Group LtdG39637205 | SHS NEW | 22,000 | $19.1 萬 | 0.1% | +12,000+120.0% | 加碼 | – |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 13,000 | $15.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（8 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 375,457 | $795.2 萬 | 3.7% | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 199,344 | $438.0 萬 | 2.0% | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,241 | $23.1 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,332 | $22.2 萬 | 0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 16,000 | $19.7 萬 | 0.1% | 歷史 |
| JRSNuveen Real Estate Income Fund | COM | 10,000 | $7.70 萬 | <0.1% | 歷史 |
| UXINUxin Ltd | ADS | 13,890 | $8,000 | <0.1% | 歷史 |
| IBIOiBio, Inc. | COM NEW | 17,080 | $3,000 | <0.1% | 歷史 |