S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/18 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 89
- 較 2023 年第 1 季 +1
- 總值
- $2.85 億
- 較 2023 年第 1 季 +$2,583 萬 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 105,174 | $2,040 萬 | 7.2% | +1,530+1.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 46,148 | $1,324 萬 | 4.6% | −2,505−5.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 97,417 | $1,270 萬 | 4.5% | +3,665+3.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,878 | $1,188 萬 | 4.2% | +1,587+4.8% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 137,241 | $1,095 萬 | 3.8% | +3,144+2.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 87,174 | $1,043 萬 | 3.7% | +1,849+2.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 52,929 | $988.1 萬 | 3.5% | +2,097+4.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 110,383 | $819.0 萬 | 2.9% | +8,323+8.2% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 100,677 | $812.6 萬 | 2.9% | +8,060+8.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,961 | $805.5 萬 | 2.8% | +872+6.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 391,376 | $805.1 萬 | 2.8% | +9,196+2.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 399,627 | $804.4 萬 | 2.8% | +9,693+2.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 379,751 | $803.9 萬 | 2.8% | +10,767+2.9% | 加碼 | – |
| LINLinde PLC | Stock | 20,638 | $786.5 萬 | 2.8% | −428−2.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 412,844 | $782.1 萬 | 2.7% | +14,586+3.7% | 加碼 | – |
| HONHoneywell International Inc | COM | 33,563 | $696.4 萬 | 2.4% | +1,772+5.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 132,324 | $685.3 萬 | 2.4% | +8,838+7.2% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 32,803 | $644.2 萬 | 2.3% | +3,941+13.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 19,994 | $621.1 萬 | 2.2% | −99−0.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 220,173 | $517.6 萬 | 1.8% | +9,265+4.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 229,930 | $516.9 萬 | 1.8% | +8,972+4.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 227,427 | $512.8 萬 | 1.8% | +6,490+2.9% | 加碼 | – |
| VLOValero Energy Corp | Stock | 43,138 | $506.0 萬 | 1.8% | +1,853+4.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 152,450 | $503.7 萬 | 1.8% | +19,805+14.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 216,593 | $493.8 萬 | 1.7% | +8,875+4.3% | 加碼 | – |
| MAMastercard Inc | Stock | 12,528 | $492.7 萬 | 1.7% | +951+8.2% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 128,845 | $478.7 萬 | 1.7% | −817−0.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,002 | $469.7 萬 | 1.6% | +198+2.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,609 | $442.4 萬 | 1.6% | +21+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 18,169 | $431.5 萬 | 1.5% | +225+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,773 | $426.6 萬 | 1.5% | +3,060+13.5% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 41,521 | $369.5 萬 | 1.3% | −340−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,008 | $336.8 萬 | 1.2% | +733+11.7% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 22,515 | $270.7 萬 | 1.0% | +1,096+5.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 50,757 | $265.8 萬 | 0.9% | −9,511−15.8% | 減碼 | – |
| EQIXEquinix Inc | COM | 2,941 | $230.6 萬 | 0.8% | −64−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,545 | $226.1 萬 | 0.8% | +600+4.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,236 | $198.5 萬 | 0.7% | +2,567+33.5% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,956 | $193.3 萬 | 0.7% | −63−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 16,005 | $158.5 萬 | 0.6% | +10+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,221 | $140.4 萬 | 0.5% | +2,048+49.1% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 11,606 | $130.7 萬 | 0.5% | −156−1.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 12,592 | $123.4 萬 | 0.4% | +850+7.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,576 | $120.0 萬 | 0.4% | +1,461+35.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $103.6 萬 | 0.4% | +2 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 17,720 | $101.5 萬 | 0.4% | +7,524+73.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 26,715 | $89.3 萬 | 0.3% | +5,533+26.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,216 | $84.1 萬 | 0.3% | −438−12.0% | 減碼 | – |
| WMTWalmart Inc. | Stock | 5,242 | $82.4 萬 | 0.3% | +30+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,484 | $73.4 萬 | 0.3% | +316+6.1% | 加碼 | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 4,641 | $72.3 萬 | 0.3% | −699−13.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,817 | $68.9 萬 | 0.2% | −1,534−16.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,227 | $62.1 萬 | 0.2% | −1,066−14.6% | 減碼 | – |
| WTWWillis Towers Watson PLC | SHS | 2,623 | $61.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $59.5 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 1,406 | $59.5 萬 | 0.2% | +1,406 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,766 | $58.2 萬 | 0.2% | +378+27.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,399 | $52.7 萬 | 0.2% | −13−0.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,756 | $52.6 萬 | 0.2% | −8−0.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,570 | $48.4 萬 | 0.2% | −42−2.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,362 | $48.4 萬 | 0.2% | −282−2.9% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 5,083 | $45.4 萬 | 0.2% | −846−14.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,821 | $40.8 萬 | 0.1% | −36−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $32.9 萬 | 0.1% | 00.0% | 不變 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 4,071 | $32.4 萬 | 0.1% | −576−12.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,472 | $31.4 萬 | 0.1% | −143−4.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,716 | $29.8 萬 | 0.1% | −352−17.0% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,400 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,923 | $27.6 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,528 | $27.2 萬 | 0.1% | −715−16.9% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,604 | $26.1 萬 | 0.1% | −660−20.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $26.0 萬 | 0.1% | 00.0% | 不變 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,796 | $25.6 萬 | 0.1% | −300−14.3% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,100 | $24.5 萬 | 0.1% | +1,100 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,248 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,750 | $24.0 萬 | 0.1% | +109+3.0% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 30,250 | $23.8 萬 | 0.1% | +250+0.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 773 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 665 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 3,600 | $22.2 萬 | 0.1% | +3,600 | 新進 | 歷史 |
| FFord Motor Co | Stock | 14,612 | $22.1 萬 | 0.1% | +1,610+12.4% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 2,600 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,800 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,000 | $20.6 萬 | 0.1% | +4,000 | 新進 | – |
| RFRegions Financial Corp | COM | 11,000 | $19.6 萬 | 0.1% | −10,000−47.6% | 減碼 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $18.8 萬 | 0.1% | 00.0% | 不變 | – |
| CLFCleveland-Cliffs Inc. | COM | 10,555 | $17.7 萬 | 0.1% | +555+5.6% | 加碼 | 歷史 |
| Golden Ocean Group LtdG39637205 | SHS NEW | 22,000 | $16.6 萬 | 0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| BCSBarclays PLC | ADR | – | $7,500 |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,311 | $23.4 萬 | 0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,274 | $21.8 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 1,365 | $20.3 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,000 | $20.2 萬 | 0.1% | – |