S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2022 年第 4 季到 2023 年第 1 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
- 6 檔
- 估計 +$302.7 萬
- 加碼
- 35 檔
- 估計 +$2,467 萬
- 減碼
- 36 檔
- 估計 −$911.2 萬
- 清倉
- 3 檔
- 估計 −$242.9 萬
總值從 $2.31 億變成 $2.59 億（+$2,838 萬 (+12.3%)），持股從 85 檔變成 88 檔（+3）。
2023 年第 1 季全部持倉2022 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 1 季，下面灰字是 2022 年第 4 季。兩季之間拆股的股票，2022 年第 4 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 | 103,64493,879 | +9,765+10.4% | $1,709 萬$1,220 萬 | +$161.0 萬 | 6.6%5.3% | +1.31 |
| METAMeta Platforms, Inc. | 加碼歷史 | 48,65345,954 | +2,699+5.9% | $1,031 萬$553.0 萬 | +$57.2 萬 | 4.0%2.4% | +1.58 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 134,097124,419 | +9,678+7.8% | $990.0 萬$807.6 萬 | +$71.5 萬 | 3.8%3.5% | +0.32 |
| AMZNAmazon Com Inc | 加碼歷史 | 93,75278,484 | +15,268+19.5% | $968.4 萬$659.3 萬 | +$157.7 萬 | 3.7%2.9% | +0.88 |
| MSFTMicrosoft Corp | 加碼歷史 | 33,29132,211 | +1,080+3.4% | $959.8 萬$772.5 萬 | +$31.1 萬 | 3.7%3.3% | +0.36 |
| GOOGLAlphabet Inc. | 加碼歷史 | 85,32574,618 | +10,707+14.3% | $885.1 萬$658.4 萬 | +$111.1 萬 | 3.4%2.9% | +0.56 |
| ECLEcolab Inc. | 加碼歷史 | 50,83247,594 | +3,238+6.8% | $841.4 萬$692.8 萬 | +$53.6 萬 | 3.2%3.0% | +0.24 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 389,934431,475 | −41,541−9.6% | $790.8 萬$869.0 萬 | −$84.2 萬 | 3.1%3.8% | −0.71 |
| Invesco Exch TRD SLF Idx FD46138J841 | 減碼– | 382,180422,316 | −40,136−9.5% | $786.9 萬$865.1 萬 | −$82.6 萬 | 3.0%3.7% | −0.71 |
| NEENextera Energy Inc | 加碼歷史 | 102,06088,583 | +13,477+15.2% | $786.7 萬$740.6 萬 | +$103.9 萬 | 3.0%3.2% | −0.17 |
| Invesco Exch TRD SLF Idx FD46138J866 | 減碼– | 368,984413,479 | −44,495−10.8% | $777.8 萬$867.5 萬 | −$93.8 萬 | 3.0%3.8% | −0.76 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 398,25828,918 | +369,340+1,277.2% | $763.1 萬$54.7 萬 | +$707.7 萬 | 2.9%0.2% | +2.71 |
| LINLinde PLC | 減碼歷史 | 21,06622,819 | −1,753−7.7% | $748.8 萬$744.3 萬 | −$62.3 萬 | 2.9%3.2% | −0.34 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 28,86229,350 | −488−1.7% | $711.3 萬$728.2 萬 | −$12.0 萬 | 2.7%3.2% | −0.41 |
| COSTCostco Wholesale Corp | 加碼歷史 | 14,08912,833 | +1,256+9.8% | $700.0 萬$585.8 萬 | +$62.4 萬 | 2.7%2.5% | +0.16 |
| DDominion Energy, Inc | 加碼歷史 | 123,48695,006 | +28,480+30.0% | $690.4 萬$582.6 萬 | +$159.2 萬 | 2.7%2.5% | +0.14 |
| CBRECbre Group, Inc. | 減碼歷史 | 92,61794,228 | −1,611−1.7% | $674.3 萬$725.2 萬 | −$11.7 萬 | 2.6%3.1% | −0.54 |
| HONHoneywell International Inc | 減碼歷史 | 31,79131,859 | −68−0.2% | $607.6 萬$682.7 萬 | −$1.30 萬 | 2.3%3.0% | −0.61 |
| HDHome Depot, Inc. | 減碼歷史 | 20,09321,108 | −1,015−4.8% | $593.0 萬$666.7 萬 | −$30.0 萬 | 2.3%2.9% | −0.60 |
| VLOValero Energy Corp | 減碼歷史 | 41,28549,072 | −7,787−15.9% | $576.3 萬$622.5 萬 | −$108.7 萬 | 2.2%2.7% | −0.47 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 8,8047,949 | +855+10.8% | $507.4 萬$437.7 萬 | +$49.3 萬 | 2.0%1.9% | +0.06 |
| Invesco Exch TRD SLF Idx FD46138J858 | 減碼– | 210,908213,426 | −2,518−1.2% | $496.8 萬$497.5 萬 | −$5.93 萬 | 1.9%2.2% | −0.24 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 220,937219,653 | +1,284+0.6% | $496.7 萬$485.7 萬 | +$2.89 萬 | 1.9%2.1% | −0.19 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 220,958221,104 | −146−0.1% | $496.1 萬$489.1 萬 | −$3,278.3 | 1.9%2.1% | −0.20 |
| ENBEnbridge Inc | 減碼歷史 | 129,662131,457 | −1,795−1.4% | $494.7 萬$514.0 萬 | −$6.85 萬 | 1.9%2.2% | −0.32 |
| USBUS Bancorp DE | 加碼歷史 | 132,645122,308 | +10,337+8.5% | $478.2 萬$533.4 萬 | +$37.3 萬 | 1.8%2.3% | −0.47 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 207,71815,091 | +192,627+1,276.4% | $474.9 萬$34.0 萬 | +$440.4 萬 | 1.8%0.1% | +1.69 |
| LMTLockheed Martin Corp | 減碼歷史 | 9,58810,155 | −567−5.6% | $453.3 萬$494.0 萬 | −$26.8 萬 | 1.7%2.1% | −0.39 |
| MAMastercard Inc | 加碼歷史 | 11,57711,011 | +566+5.1% | $420.7 萬$382.9 萬 | +$20.6 萬 | 1.6%1.7% | −0.04 |
| VVisa Inc. | 減碼歷史 | 17,94419,046 | −1,102−5.8% | $404.6 萬$395.7 萬 | −$24.8 萬 | 1.6%1.7% | −0.15 |
| JNJJohnson & Johnson | 加碼歷史 | 22,71319,586 | +3,127+16.0% | $352.1 萬$346.0 萬 | +$48.5 萬 | 1.4%1.5% | −0.14 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 6,2756,259 | +16+0.3% | $296.6 萬$331.8 萬 | +$7,561.44 | 1.1%1.4% | −0.29 |
| AAgilent Technologies, Inc. | 減碼歷史 | 21,41922,100 | −681−3.1% | $296.3 萬$330.7 萬 | −$9.42 萬 | 1.1%1.4% | −0.29 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 60,26869,428 | −9,160−13.2% | $291.5 萬$313.5 萬 | −$44.3 萬 | 1.1%1.4% | −0.23 |
| CSGPCostar Group, Inc. | 減碼歷史 | 41,86160,393 | −18,532−30.7% | $288.2 萬$466.7 萬 | −$127.6 萬 | 1.1%2.0% | −0.91 |
| EQIXEquinix Inc | 減碼歷史 | 3,0053,177 | −172−5.4% | $216.7 萬$208.1 萬 | −$12.4 萬 | 0.8%0.9% | −0.07 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 14,94516,471 | −1,526−9.3% | $194.7 萬$220.9 萬 | −$19.9 萬 | 0.8%1.0% | −0.21 |
| PHParker-Hannifin Corp | 減碼歷史 | 5,0195,339 | −320−6.0% | $168.7 萬$155.4 萬 | −$10.8 萬 | 0.7%0.7% | −0.02 |
| SBUXStarbucks Corp | 加碼歷史 | 15,99512,661 | +3,334+26.3% | $166.6 萬$125.6 萬 | +$34.7 萬 | 0.6%0.5% | +0.10 |
| AMTAmerican Tower Corp | 新進歷史 | 7,6690 | +7,669 | $156.7 萬$0 | +$156.7 萬 | 0.6%0.0% | +0.60 |
| XYLXylem Inc. | 減碼歷史 | 11,76212,452 | −690−5.5% | $123.1 萬$137.7 萬 | −$7.22 萬 | 0.5%0.6% | −0.12 |
| RTXRTX Corp | 加碼歷史 | 11,7426,771 | +4,971+73.4% | $115.0 萬$68.3 萬 | +$48.7 萬 | 0.4%0.3% | +0.15 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,1154,323 | −208−4.8% | $93.9 萬$107.3 萬 | −$4.75 萬 | 0.4%0.5% | −0.10 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 3,6544,217 | −563−13.4% | $91.4 萬$102.0 萬 | −$14.1 萬 | 0.4%0.4% | −0.09 |
| LOWLowes Companies Inc | 加碼歷史 | 4,1733,838 | +335+8.7% | $83.4 萬$76.5 萬 | +$6.70 萬 | 0.3%0.3% | −0.01 |
| JLLJones Lang Lasalle Inc | 加碼歷史 | 5,3403,501 | +1,839+52.5% | $77.7 萬$55.8 萬 | +$26.8 萬 | 0.3%0.2% | +0.06 |
| WMTWalmart Inc. | 減碼歷史 | 5,2125,549 | −337−6.1% | $76.9 萬$78.7 萬 | −$4.97 萬 | 0.3%0.3% | −0.04 |
| MDTMedtronic plc | 加碼歷史 | 9,3517,018 | +2,333+33.2% | $75.4 萬$54.5 萬 | +$18.8 萬 | 0.3%0.2% | +0.05 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 7,2938,475 | −1,182−13.9% | $70.5 萬$80.2 萬 | −$11.4 萬 | 0.3%0.3% | −0.08 |
| INTCIntel Corp | 減碼歷史 | 21,18240,591 | −19,409−47.8% | $69.2 萬$107.3 萬 | −$63.4 萬 | 0.3%0.5% | −0.20 |
| IBMInternational Business Machines Corp | 減碼歷史 | 5,1685,365 | −197−3.7% | $67.8 萬$75.6 萬 | −$2.58 萬 | 0.3%0.3% | −0.07 |
| CTVACorteva, Inc. | 加碼歷史 | 10,1966,661 | +3,535+53.1% | $61.5 萬$39.2 萬 | +$21.3 萬 | 0.2%0.2% | +0.07 |
| WTWWillis Towers Watson PLC | 新進歷史 | 2,6230 | +2,623 | $61.0 萬$0 | +$61.0 萬 | 0.2%0.0% | +0.24 |
| DISWalt Disney Co | 減碼歷史 | 5,9296,273 | −344−5.5% | $59.4 萬$54.5 萬 | −$3.44 萬 | 0.2%0.2% | −0.01 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,4122,365 | +47+2.0% | $53.7 萬$56.5 萬 | +$1.05 萬 | 0.2%0.2% | −0.04 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,1642,164 | 00.0% | $52.9 萬$46.4 萬 | $0 | 0.2%0.2% | 0.00 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,7641,983 | −219−11.0% | $50.7 萬$61.1 萬 | −$6.29 萬 | 0.2%0.3% | −0.07 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 9,6449,935 | −291−2.9% | $50.4 萬$47.3 萬 | −$1.52 萬 | 0.2%0.2% | −0.01 |
| ACNAccenture plc | 加碼歷史 | 1,6121,573 | +39+2.5% | $46.1 萬$42.0 萬 | +$1.11 萬 | 0.2%0.2% | 0.00 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 4,6474,623 | +24+0.5% | $42.7 萬$48.5 萬 | +$2,207.04 | 0.2%0.2% | −0.05 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $41.9 萬$32.0 萬 | $0 | 0.2%0.1% | +0.02 |
| ROKRockwell Automation, Inc | 加碼歷史 | 1,3881,034 | +354+34.2% | $40.7 萬$26.6 萬 | +$10.4 萬 | 0.2%0.1% | +0.04 |
| RFRegions Financial Corp | 加碼歷史 | 21,00011,000 | +10,000+90.9% | $39.0 萬$23.7 萬 | +$18.6 萬 | 0.2%0.1% | +0.05 |
| AMATApplied Materials Inc | 減碼歷史 | 2,8573,262 | −405−12.4% | $35.1 萬$31.8 萬 | −$4.97 萬 | 0.1%0.1% | 0.00 |
| MMM3M Co | 減碼歷史 | 3,2643,470 | −206−5.9% | $34.3 萬$41.6 萬 | −$2.17 萬 | 0.1%0.2% | −0.05 |
| WMWaste Management Inc | 加碼歷史 | 2,0681,966 | +102+5.2% | $33.7 萬$30.8 萬 | +$1.66 萬 | 0.1%0.1% | 0.00 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $33.2 萬$33.6 萬 | $0 | 0.1%0.1% | −0.02 |
| CLColgate Palmolive Co | 加碼歷史 | 4,2434,174 | +69+1.7% | $31.9 萬$32.9 萬 | +$5,185.34 | 0.1%0.1% | −0.02 |
| EMREmerson Electric Co | 減碼歷史 | 3,6153,844 | −229−6.0% | $31.5 萬$36.9 萬 | −$2.00 萬 | 0.1%0.2% | −0.04 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 2,0962,116 | −20−0.9% | $30.7 萬$32.3 萬 | −$2,929.8 | 0.1%0.1% | −0.02 |
| SOSouthern Co | 加碼歷史 | 3,9203,918 | +2+0.1% | $27.3 萬$28.0 萬 | +$139.17 | 0.1%0.1% | −0.02 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 3,6413,600 | +41+1.1% | $25.2 萬$25.9 萬 | +$2,841.71 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $25.1 萬$25.0 萬 | $0 | 0.1%0.1% | −0.01 |
| XOMExxonMobil Holdings Corp | 不變歷史 | 2,2482,248 | 00.0% | $24.7 萬$24.8 萬 | $0 | 0.1%0.1% | −0.01 |
| DHIHorton D R Inc | 不變歷史 | 2,4002,400 | 00.0% | $23.4 萬$21.4 萬 | $0 | 0.1%0.1% | 0.00 |
| MMPMagellan Midstream Partners, L.P. | 加碼歷史 | 4,3114,308 | +3+0.1% | $23.4 萬$21.6 萬 | +$162.76 | 0.1%0.1% | 0.00 |
| ATVIActivision Blizzard, Inc. | 新進歷史 | 2,6000 | +2,600 | $22.3 萬$0 | +$22.3 萬 | 0.1%0.0% | +0.09 |
| BUDAnheuser-Busch InBev SA/NV | 新進歷史 | 3,2740 | +3,274 | $21.8 萬$0 | +$21.8 萬 | 0.1%0.0% | +0.08 |
| MCDMcDonalds Corp | 不變歷史 | 773773 | 00.0% | $21.6 萬$20.4 萬 | $0 | 0.1%0.1% | 0.00 |
| BCSBarclays PLC | 不變歷史 | 30,00030,000 | 00.0% | $21.6 萬$23.4 萬 | $0 | 0.1%0.1% | −0.02 |
| Golden Ocean Group LtdG39637205 | 不變– | 22,00022,000 | 00.0% | $20.9 萬$19.1 萬 | $0 | 0.1%0.1% | 0.00 |
| J P Morgan Exchange Traded F46641Q332 | 新進– | 3,8000 | +3,800 | $20.7 萬$0 | +$20.7 萬 | 0.1%0.0% | +0.08 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 665855 | −190−22.2% | $20.5 萬$26.4 萬 | −$5.87 萬 | 0.1%0.1% | −0.04 |
| PGProcter & Gamble Co | 減碼歷史 | 1,3651,393 | −28−2.0% | $20.3 萬$21.1 萬 | −$4,163.32 | 0.1%0.1% | −0.01 |
| ARK Innovation ETF00214Q104 | 新進– | 5,0000 | +5,000 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.08 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $19.8 萬$20.0 萬 | $0 | 0.1%0.1% | −0.01 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $18.3 萬$16.1 萬 | $0 | 0.1%0.1% | 0.00 |
| FFord Motor Co | 加碼歷史 | 13,00213,000 | +20.0% | $16.4 萬$15.1 萬 | +$25.2 | 0.1%0.1% | 0.00 |
| Schwab U.S. Broad Market ETF808524102 | 清倉– | 041,628 | −41,628−100.0% | $0$186.5 萬 | −$186.5 萬 | 0.0%0.8% | −0.81 |
| Vanguard Dividend Appreciation ETF921908844 | 清倉– | 02,300 | −2,300−100.0% | $0$34.9 萬 | −$34.9 萬 | 0.0%0.2% | −0.15 |
| EQNREquinor ASA | 清倉歷史 | 06,000 | −6,000−100.0% | $0$21.5 萬 | −$21.5 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。