S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 3 季到 2022 年第 4 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
- 10 檔
- 估計 +$317.9 萬
- 加碼
- 46 檔
- 估計 +$1,701 萬
- 減碼
- 19 檔
- 估計 −$171.6 萬
- 清倉
- 8 檔
- 估計 −$1,307 萬
總值從 $2.14 億變成 $2.31 億（+$1,688 萬 (+7.9%)），持股從 83 檔變成 85 檔（+2）。
2022 年第 4 季全部持倉2022 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 4 季，下面灰字是 2022 年第 3 季。兩季之間拆股的股票，2022 年第 3 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 | 93,87989,866 | +4,013+4.5% | $1,220 萬$1,242 萬 | +$52.1 萬 | 5.3%5.8% | −0.52 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 431,475385,050 | +46,425+12.1% | $869.0 萬$768.0 萬 | +$93.5 萬 | 3.8%3.6% | +0.17 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 413,479377,783 | +35,696+9.4% | $867.5 萬$788.4 萬 | +$74.9 萬 | 3.8%3.7% | +0.07 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 422,316379,187 | +43,129+11.4% | $865.1 萬$773.2 萬 | +$88.4 萬 | 3.7%3.6% | +0.13 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 124,419104,109 | +20,310+19.5% | $807.6 萬$624.5 萬 | +$131.8 萬 | 3.5%2.9% | +0.58 |
| MSFTMicrosoft Corp | 加碼歷史 | 32,21129,261 | +2,950+10.1% | $772.5 萬$681.5 萬 | +$70.7 萬 | 3.3%3.2% | +0.16 |
| LINLinde PLC | 加碼歷史 | 22,81922,230 | +589+2.6% | $744.3 萬$599.3 萬 | +$19.2 萬 | 3.2%2.8% | +0.42 |
| NEENextera Energy Inc | 加碼歷史 | 88,58385,752 | +2,831+3.3% | $740.6 萬$672.4 萬 | +$23.7 萬 | 3.2%3.1% | +0.07 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 29,35026,456 | +2,894+10.9% | $728.2 萬$571.2 萬 | +$71.8 萬 | 3.2%2.7% | +0.49 |
| CBRECbre Group, Inc. | 加碼歷史 | 94,22886,189 | +8,039+9.3% | $725.2 萬$581.9 萬 | +$61.9 萬 | 3.1%2.7% | +0.42 |
| ECLEcolab Inc. | 加碼歷史 | 47,59444,277 | +3,317+7.5% | $692.8 萬$639.4 萬 | +$48.3 萬 | 3.0%3.0% | +0.01 |
| HONHoneywell International Inc | 減碼歷史 | 31,85932,001 | −142−0.4% | $682.7 萬$534.3 萬 | −$3.04 萬 | 3.0%2.5% | +0.46 |
| HDHome Depot, Inc. | 加碼歷史 | 21,10821,033 | +75+0.4% | $666.7 萬$580.4 萬 | +$2.37 萬 | 2.9%2.7% | +0.18 |
| AMZNAmazon Com Inc | 加碼歷史 | 78,48459,013 | +19,471+33.0% | $659.3 萬$666.9 萬 | +$163.6 萬 | 2.9%3.1% | −0.26 |
| GOOGLAlphabet Inc. | 加碼歷史 | 74,61868,398 | +6,220+9.1% | $658.4 萬$654.2 萬 | +$54.9 萬 | 2.9%3.1% | −0.21 |
| VLOValero Energy Corp | 減碼歷史 | 49,07250,664 | −1,592−3.1% | $622.5 萬$541.3 萬 | −$20.2 萬 | 2.7%2.5% | +0.17 |
| COSTCostco Wholesale Corp | 加碼歷史 | 12,83311,965 | +868+7.3% | $585.8 萬$565.1 萬 | +$39.6 萬 | 2.5%2.6% | −0.10 |
| DDominion Energy, Inc | 加碼歷史 | 95,00682,549 | +12,457+15.1% | $582.6 萬$570.5 萬 | +$76.4 萬 | 2.5%2.7% | −0.14 |
| METAMeta Platforms, Inc. | 加碼歷史 | 45,95439,602 | +6,352+16.0% | $553.0 萬$537.3 萬 | +$76.4 萬 | 2.4%2.5% | −0.12 |
| USBUS Bancorp DE | 加碼歷史 | 122,308113,168 | +9,140+8.1% | $533.4 萬$456.3 萬 | +$39.9 萬 | 2.3%2.1% | +0.18 |
| ENBEnbridge Inc | 加碼歷史 | 131,457131,155 | +302+0.2% | $514.0 萬$486.6 萬 | +$1.18 萬 | 2.2%2.3% | −0.05 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 213,426182,564 | +30,862+16.9% | $497.5 萬$416.6 萬 | +$71.9 萬 | 2.2%1.9% | +0.21 |
| LMTLockheed Martin Corp | 減碼歷史 | 10,15510,294 | −139−1.4% | $494.0 萬$397.6 萬 | −$6.76 萬 | 2.1%1.9% | +0.28 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 221,104188,335 | +32,769+17.4% | $489.1 萬$407.2 萬 | +$72.5 萬 | 2.1%1.9% | +0.22 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 219,653187,305 | +32,348+17.3% | $485.7 萬$407.4 萬 | +$71.5 萬 | 2.1%1.9% | +0.20 |
| CSGPCostar Group, Inc. | 減碼歷史 | 60,39366,364 | −5,971−9.0% | $466.7 萬$462.2 萬 | −$46.1 萬 | 2.0%2.2% | −0.14 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 7,9496,460 | +1,489+23.0% | $437.7 萬$327.6 萬 | +$82.0 萬 | 1.9%1.5% | +0.37 |
| VVisa Inc. | 減碼歷史 | 19,04619,047 | −10.0% | $395.7 萬$338.4 萬 | −$207.76 | 1.7%1.6% | +0.13 |
| MAMastercard Inc | 加碼歷史 | 11,0119,845 | +1,166+11.8% | $382.9 萬$279.9 萬 | +$40.5 萬 | 1.7%1.3% | +0.35 |
| JNJJohnson & Johnson | 減碼歷史 | 19,58620,444 | −858−4.2% | $346.0 萬$334.0 萬 | −$15.2 萬 | 1.5%1.6% | −0.06 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 6,2596,291 | −32−0.5% | $331.8 萬$317.7 萬 | −$1.70 萬 | 1.4%1.5% | −0.05 |
| AAgilent Technologies, Inc. | 減碼歷史 | 22,10022,341 | −241−1.1% | $330.7 萬$271.6 萬 | −$3.61 萬 | 1.4%1.3% | +0.16 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 69,42874,532 | −5,104−6.8% | $313.5 萬$315.6 萬 | −$23.0 萬 | 1.4%1.5% | −0.12 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 16,47115,550 | +921+5.9% | $220.9 萬$162.5 萬 | +$12.4 萬 | 1.0%0.8% | +0.20 |
| EQIXEquinix Inc | 加碼歷史 | 3,1772,514 | +663+26.4% | $208.1 萬$143.0 萬 | +$43.4 萬 | 0.9%0.7% | +0.23 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 41,62842,385 | −757−1.8% | $186.5 萬$178.0 萬 | −$3.39 萬 | 0.8%0.8% | −0.02 |
| PHParker-Hannifin Corp | 加碼歷史 | 5,3395,322 | +17+0.3% | $155.4 萬$129.0 萬 | +$4,947 | 0.7%0.6% | +0.07 |
| XYLXylem Inc. | 加碼歷史 | 12,45212,199 | +253+2.1% | $137.7 萬$106.6 萬 | +$2.80 萬 | 0.6%0.5% | +0.10 |
| SBUXStarbucks Corp | 加碼歷史 | 12,66111,784 | +877+7.4% | $125.6 萬$99.3 萬 | +$8.70 萬 | 0.5%0.5% | +0.08 |
| INTCIntel Corp | 加碼歷史 | 40,59130,901 | +9,690+31.4% | $107.3 萬$79.6 萬 | +$25.6 萬 | 0.5%0.4% | +0.09 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,3234,408 | −85−1.9% | $107.3 萬$93.5 萬 | −$2.11 萬 | 0.5%0.4% | +0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 4,2174,143 | +74+1.8% | $102.0 萬$90.8 萬 | +$1.79 萬 | 0.4%0.4% | +0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 8,4758,681 | −206−2.4% | $80.2 萬$75.7 萬 | −$1.95 萬 | 0.3%0.4% | −0.01 |
| WMTWalmart Inc. | 加碼歷史 | 5,5495,503 | +46+0.8% | $78.7 萬$71.4 萬 | +$6,522.34 | 0.3%0.3% | +0.01 |
| LOWLowes Companies Inc | 加碼歷史 | 3,8382,496 | +1,342+53.8% | $76.5 萬$46.9 萬 | +$26.7 萬 | 0.3%0.2% | +0.11 |
| IBMInternational Business Machines Corp | 減碼歷史 | 5,3655,915 | −550−9.3% | $75.6 萬$70.3 萬 | −$7.75 萬 | 0.3%0.3% | 0.00 |
| RTXRTX Corp | 加碼歷史 | 6,7716,262 | +509+8.1% | $68.3 萬$51.3 萬 | +$5.14 萬 | 0.3%0.2% | +0.06 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,9832,179 | −196−9.0% | $61.1 萬$50.7 萬 | −$6.04 萬 | 0.3%0.2% | +0.03 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 2,3652,552 | −187−7.3% | $56.5 萬$57.7 萬 | −$4.47 萬 | 0.2%0.3% | −0.02 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 3,5013,828 | −327−8.5% | $55.8 萬$57.8 萬 | −$5.21 萬 | 0.2%0.3% | −0.03 |
| Invesco Exch TRD SLF Idx FD46138J791 | 新進– | 28,9180 | +28,918 | $54.7 萬$0 | +$54.7 萬 | 0.2%0.0% | +0.24 |
| MDTMedtronic plc | 減碼歷史 | 7,0188,949 | −1,931−21.6% | $54.5 萬$72.3 萬 | −$15.0 萬 | 0.2%0.3% | −0.10 |
| DISWalt Disney Co | 新進歷史 | 6,2730 | +6,273 | $54.5 萬$0 | +$54.5 萬 | 0.2%0.0% | +0.24 |
| IFFInternational Flavors & Fragrances Inc | 減碼歷史 | 4,6234,805 | −182−3.8% | $48.5 萬$43.6 萬 | −$1.91 萬 | 0.2%0.2% | +0.01 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 9,9359,305 | +630+6.8% | $47.3 萬$37.2 萬 | +$3.00 萬 | 0.2%0.2% | +0.03 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,1642,164 | 00.0% | $46.4 萬$45.5 萬 | $0 | 0.2%0.2% | −0.01 |
| ACNAccenture plc | 加碼歷史 | 1,5731,454 | +119+8.2% | $42.0 萬$37.4 萬 | +$3.18 萬 | 0.2%0.2% | +0.01 |
| MMM3M Co | 加碼歷史 | 3,4702,842 | +628+22.1% | $41.6 萬$31.4 萬 | +$7.53 萬 | 0.2%0.1% | +0.03 |
| CTVACorteva, Inc. | 加碼歷史 | 6,6615,512 | +1,149+20.8% | $39.2 萬$31.5 萬 | +$6.75 萬 | 0.2%0.1% | +0.02 |
| EMREmerson Electric Co | 加碼歷史 | 3,8443,588 | +256+7.1% | $36.9 萬$26.3 萬 | +$2.46 萬 | 0.2%0.1% | +0.04 |
| Vanguard Dividend Appreciation ETF921908844 | 不變– | 2,3002,300 | 00.0% | $34.9 萬$31.1 萬 | $0 | 0.2%0.1% | +0.01 |
| Invesco Exch TRD SLF Idx FD46138J635 | 新進– | 15,0910 | +15,091 | $34.0 萬$0 | +$34.0 萬 | 0.1%0.0% | +0.15 |
| SPDR Series Trust78464A763 | 新進– | 2,6870 | +2,687 | $33.6 萬$0 | +$33.6 萬 | 0.1%0.0% | +0.15 |
| CLColgate Palmolive Co | 加碼歷史 | 4,1743,760 | +414+11.0% | $32.9 萬$26.4 萬 | +$3.26 萬 | 0.1%0.1% | +0.02 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 2,1161,943 | +173+8.9% | $32.3 萬$25.3 萬 | +$2.64 萬 | 0.1%0.1% | +0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $32.0 萬$32.6 萬 | $0 | 0.1%0.2% | −0.01 |
| AMATApplied Materials Inc | 加碼歷史 | 3,2622,982 | +280+9.4% | $31.8 萬$24.4 萬 | +$2.73 萬 | 0.1%0.1% | +0.02 |
| WMWaste Management Inc | 加碼歷史 | 1,9661,794 | +172+9.6% | $30.8 萬$28.7 萬 | +$2.70 萬 | 0.1%0.1% | 0.00 |
| SOSouthern Co | 加碼歷史 | 3,9183,916 | +2+0.1% | $28.0 萬$26.6 萬 | +$142.82 | 0.1%0.1% | 0.00 |
| ROKRockwell Automation, Inc | 新進歷史 | 1,0340 | +1,034 | $26.6 萬$0 | +$26.6 萬 | 0.1%0.0% | +0.12 |
| BRK.BBerkshire Hathaway Inc | 新進歷史 | 8550 | +855 | $26.4 萬$0 | +$26.4 萬 | 0.1%0.0% | +0.11 |
| BMYBristol Myers Squibb Co | 不變歷史 | 3,6003,600 | 00.0% | $25.9 萬$25.6 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $25.0 萬$22.4 萬 | $0 | 0.1%0.1% | 0.00 |
| XOMExxonMobil Holdings Corp | 新進歷史 | 2,2480 | +2,248 | $24.8 萬$0 | +$24.8 萬 | 0.1%0.0% | +0.11 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $23.7 萬$22.1 萬 | $0 | 0.1%0.1% | 0.00 |
| BCSBarclays PLC | 不變歷史 | 30,00030,000 | 00.0% | $23.4 萬$19.2 萬 | $0 | 0.1%0.1% | +0.01 |
| MMPMagellan Midstream Partners, L.P. | 加碼歷史 | 4,3084,306 | +20.0% | $21.6 萬$20.5 萬 | +$100.43 | 0.1%0.1% | 0.00 |
| EQNREquinor ASA | 新進歷史 | 6,0000 | +6,000 | $21.5 萬$0 | +$21.5 萬 | 0.1%0.0% | +0.09 |
| DHIHorton D R Inc | 新進歷史 | 2,4000 | +2,400 | $21.4 萬$0 | +$21.4 萬 | 0.1%0.0% | +0.09 |
| PGProcter & Gamble Co | 減碼歷史 | 1,3931,666 | −273−16.4% | $21.1 萬$21.0 萬 | −$4.14 萬 | 0.1%0.1% | −0.01 |
| MCDMcDonalds Corp | 新進歷史 | 7730 | +773 | $20.4 萬$0 | +$20.4 萬 | 0.1%0.0% | +0.09 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $20.0 萬$17.2 萬 | $0 | 0.1%0.1% | +0.01 |
| Golden Ocean Group LtdG39637205 | 加碼– | 22,00010,000 | +12,000+120.0% | $19.1 萬$7.50 萬 | +$10.4 萬 | 0.1%<0.1% | +0.05 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $16.1 萬$13.5 萬 | $0 | 0.1%0.1% | +0.01 |
| FFord Motor Co | 不變歷史 | 13,00013,000 | 00.0% | $15.1 萬$14.6 萬 | $0 | 0.1%0.1% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J882 | 清倉– | 0375,457 | −375,457−100.0% | $0$795.2 萬 | −$795.2 萬 | 0.0%3.7% | −3.72 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | 清倉– | 0199,344 | −199,344−100.0% | $0$438.0 萬 | −$438.0 萬 | 0.0%2.0% | −2.05 |
| SPDR Series Trust78464A805 | 清倉– | 05,241 | −5,241−100.0% | $0$23.1 萬 | −$23.1 萬 | 0.0%0.1% | −0.11 |
| CVSCVS Health Corp | 清倉歷史 | 02,332 | −2,332−100.0% | $0$22.2 萬 | −$22.2 萬 | 0.0%0.1% | −0.10 |
| PBRPetrobras - Petroleo Brasileiro SA | 清倉歷史 | 016,000 | −16,000−100.0% | $0$19.7 萬 | −$19.7 萬 | 0.0%0.1% | −0.09 |
| JRSNuveen Real Estate Income Fund | 清倉歷史 | 010,000 | −10,000−100.0% | $0$7.70 萬 | −$7.70 萬 | 0.0%<0.1% | −0.04 |
| UXINUxin Ltd | 清倉依 1 比 10 拆股換算歷史 | 01,389 | −1,389−100.0% | $0$8,000 | −$8,000 | 0.0%<0.1% | 0.00 |
| IBIOiBio, Inc. | 清倉依 1 比 25 拆股換算歷史 | 0683 | −683−100.0% | $0$3,000 | −$3,000 | 0.0%<0.1% | 0.00 |
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。