S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 88
- 較 2022 年第 4 季 +3
- 總值
- $2.59 億
- 較 2022 年第 4 季 +$2,838 萬 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 103,644 | $1,709 萬 | 6.6% | +9,765+10.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 48,653 | $1,031 萬 | 4.0% | +2,699+5.9% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 134,097 | $990.0 萬 | 3.8% | +9,678+7.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 93,752 | $968.4 萬 | 3.7% | +15,268+19.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,291 | $959.8 萬 | 3.7% | +1,080+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 85,325 | $885.1 萬 | 3.4% | +10,707+14.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 50,832 | $841.4 萬 | 3.2% | +3,238+6.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 389,934 | $790.8 萬 | 3.1% | −41,541−9.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 382,180 | $786.9 萬 | 3.0% | −40,136−9.5% | 減碼 | – |
| NEENextera Energy Inc | Stock | 102,060 | $786.7 萬 | 3.0% | +13,477+15.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 368,984 | $777.8 萬 | 3.0% | −44,495−10.8% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 398,258 | $763.1 萬 | 2.9% | +369,340+1,277.2% | 加碼 | – |
| LINLinde PLC | Stock | 21,066 | $748.8 萬 | 2.9% | −1,753−7.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 28,862 | $711.3 萬 | 2.7% | −488−1.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,089 | $700.0 萬 | 2.7% | +1,256+9.8% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 123,486 | $690.4 萬 | 2.7% | +28,480+30.0% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 92,617 | $674.3 萬 | 2.6% | −1,611−1.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 31,791 | $607.6 萬 | 2.3% | −68−0.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,093 | $593.0 萬 | 2.3% | −1,015−4.8% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 41,285 | $576.3 萬 | 2.2% | −7,787−15.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 8,804 | $507.4 萬 | 2.0% | +855+10.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 210,908 | $496.8 萬 | 1.9% | −2,518−1.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 220,937 | $496.7 萬 | 1.9% | +1,284+0.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 220,958 | $496.1 萬 | 1.9% | −146−0.1% | 減碼 | – |
| ENBEnbridge Inc | Stock | 129,662 | $494.7 萬 | 1.9% | −1,795−1.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 132,645 | $478.2 萬 | 1.8% | +10,337+8.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 207,718 | $474.9 萬 | 1.8% | +192,627+1,276.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 9,588 | $453.3 萬 | 1.7% | −567−5.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,577 | $420.7 萬 | 1.6% | +566+5.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 17,944 | $404.6 萬 | 1.6% | −1,102−5.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,713 | $352.1 萬 | 1.4% | +3,127+16.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,275 | $296.6 萬 | 1.1% | +16+0.3% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 21,419 | $296.3 萬 | 1.1% | −681−3.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 60,268 | $291.5 萬 | 1.1% | −9,160−13.2% | 減碼 | – |
| CSGPCostar Group, Inc. | COM | 41,861 | $288.2 萬 | 1.1% | −18,532−30.7% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 3,005 | $216.7 萬 | 0.8% | −172−5.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,945 | $194.7 萬 | 0.8% | −1,526−9.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 5,019 | $168.7 萬 | 0.7% | −320−6.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 15,995 | $166.6 萬 | 0.6% | +3,334+26.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,669 | $156.7 萬 | 0.6% | +7,669 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 11,762 | $123.1 萬 | 0.5% | −690−5.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 11,742 | $115.0 萬 | 0.4% | +4,971+73.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,115 | $93.9 萬 | 0.4% | −208−4.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,654 | $91.4 萬 | 0.4% | −563−13.4% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 4,173 | $83.4 萬 | 0.3% | +335+8.7% | 加碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 5,340 | $77.7 萬 | 0.3% | +1,839+52.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,212 | $76.9 萬 | 0.3% | −337−6.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,351 | $75.4 萬 | 0.3% | +2,333+33.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,293 | $70.5 萬 | 0.3% | −1,182−13.9% | 減碼 | – |
| INTCIntel Corp | Stock | 21,182 | $69.2 萬 | 0.3% | −19,409−47.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,168 | $67.8 萬 | 0.3% | −197−3.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 10,196 | $61.5 萬 | 0.2% | +3,535+53.1% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,623 | $61.0 萬 | 0.2% | +2,623 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 5,929 | $59.4 萬 | 0.2% | −344−5.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,412 | $53.7 萬 | 0.2% | +47+2.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $52.9 萬 | 0.2% | 00.0% | 不變 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,764 | $50.7 萬 | 0.2% | −219−11.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,644 | $50.4 萬 | 0.2% | −291−2.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,612 | $46.1 萬 | 0.2% | +39+2.5% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 4,647 | $42.7 萬 | 0.2% | +24+0.5% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,388 | $40.7 萬 | 0.2% | +354+34.2% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 21,000 | $39.0 萬 | 0.2% | +10,000+90.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,857 | $35.1 萬 | 0.1% | −405−12.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,264 | $34.3 萬 | 0.1% | −206−5.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,068 | $33.7 萬 | 0.1% | +102+5.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $33.2 萬 | 0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 4,243 | $31.9 萬 | 0.1% | +69+1.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,615 | $31.5 萬 | 0.1% | −229−6.0% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 2,096 | $30.7 萬 | 0.1% | −20−0.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,920 | $27.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,641 | $25.2 萬 | 0.1% | +41+1.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,248 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 2,400 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,311 | $23.4 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,600 | $22.3 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,274 | $21.8 萬 | 0.1% | +3,274 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 773 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCSBarclays PLC | ADR | 30,000 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 22,000 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,800 | $20.7 萬 | 0.1% | +3,800 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 665 | $20.5 萬 | 0.1% | −190−22.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,365 | $20.3 萬 | 0.1% | −28−2.0% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,000 | $20.2 萬 | 0.1% | +5,000 | 新進 | – |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $19.8 萬 | 0.1% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $18.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 13,002 | $16.4 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（3 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。