S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 1 季到 2023 年第 2 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
- 5 檔
- 估計 +$230.4 萬
- 加碼
- 45 檔
- 估計 +$1,185 萬
- 減碼
- 26 檔
- 估計 −$260.4 萬
- 清倉
- 4 檔
- 估計 −$85.7 萬
總值從 $2.59 億變成 $2.85 億（+$2,583 萬 (+10.0%)），持股從 88 檔變成 89 檔（+1）。
2023 年第 2 季全部持倉2023 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 2 季，下面灰字是 2023 年第 1 季。兩季之間拆股的股票，2023 年第 1 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 | 105,174103,644 | +1,530+1.5% | $2,040 萬$1,709 萬 | +$29.7 萬 | 7.2%6.6% | +0.56 |
| METAMeta Platforms, Inc. | 減碼歷史 | 46,14848,653 | −2,505−5.1% | $1,324 萬$1,031 萬 | −$71.9 萬 | 4.6%4.0% | +0.67 |
| AMZNAmazon Com Inc | 加碼歷史 | 97,41793,752 | +3,665+3.9% | $1,270 萬$968.4 萬 | +$47.8 萬 | 4.5%3.7% | +0.72 |
| MSFTMicrosoft Corp | 加碼歷史 | 34,87833,291 | +1,587+4.8% | $1,188 萬$959.8 萬 | +$54.0 萬 | 4.2%3.7% | +0.46 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 137,241134,097 | +3,144+2.3% | $1,095 萬$990.0 萬 | +$25.1 萬 | 3.8%3.8% | +0.02 |
| GOOGLAlphabet Inc. | 加碼歷史 | 87,17485,325 | +1,849+2.2% | $1,043 萬$885.1 萬 | +$22.1 萬 | 3.7%3.4% | +0.25 |
| ECLEcolab Inc. | 加碼歷史 | 52,92950,832 | +2,097+4.1% | $988.1 萬$841.4 萬 | +$39.1 萬 | 3.5%3.2% | +0.22 |
| NEENextera Energy Inc | 加碼歷史 | 110,383102,060 | +8,323+8.2% | $819.0 萬$786.7 萬 | +$61.8 萬 | 2.9%3.0% | −0.16 |
| CBRECbre Group, Inc. | 加碼歷史 | 100,67792,617 | +8,060+8.7% | $812.6 萬$674.3 萬 | +$65.1 萬 | 2.9%2.6% | +0.25 |
| COSTCostco Wholesale Corp | 加碼歷史 | 14,96114,089 | +872+6.2% | $805.5 萬$700.0 萬 | +$46.9 萬 | 2.8%2.7% | +0.13 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 391,376382,180 | +9,196+2.4% | $805.1 萬$786.9 萬 | +$18.9 萬 | 2.8%3.0% | −0.21 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 399,627389,934 | +9,693+2.5% | $804.4 萬$790.8 萬 | +$19.5 萬 | 2.8%3.1% | −0.23 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 379,751368,984 | +10,767+2.9% | $803.9 萬$777.8 萬 | +$22.8 萬 | 2.8%3.0% | −0.18 |
| LINLinde PLC | 減碼歷史 | 20,63821,066 | −428−2.0% | $786.5 萬$748.8 萬 | −$16.3 萬 | 2.8%2.9% | −0.13 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 412,844398,258 | +14,586+3.7% | $782.1 萬$763.1 萬 | +$27.6 萬 | 2.7%2.9% | −0.20 |
| HONHoneywell International Inc | 加碼歷史 | 33,56331,791 | +1,772+5.6% | $696.4 萬$607.6 萬 | +$36.8 萬 | 2.4%2.3% | +0.10 |
| DDominion Energy, Inc | 加碼歷史 | 132,324123,486 | +8,838+7.2% | $685.3 萬$690.4 萬 | +$45.8 萬 | 2.4%2.7% | −0.26 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 32,80328,862 | +3,941+13.7% | $644.2 萬$711.3 萬 | +$77.4 萬 | 2.3%2.7% | −0.48 |
| HDHome Depot, Inc. | 減碼歷史 | 19,99420,093 | −99−0.5% | $621.1 萬$593.0 萬 | −$3.08 萬 | 2.2%2.3% | −0.11 |
| Invesco Exch TRD SLF Idx FD46138J858 | 加碼– | 220,173210,908 | +9,265+4.4% | $517.6 萬$496.8 萬 | +$21.8 萬 | 1.8%1.9% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 229,930220,958 | +8,972+4.1% | $516.9 萬$496.1 萬 | +$20.2 萬 | 1.8%1.9% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 227,427220,937 | +6,490+2.9% | $512.8 萬$496.7 萬 | +$14.6 萬 | 1.8%1.9% | −0.12 |
| VLOValero Energy Corp | 加碼歷史 | 43,13841,285 | +1,853+4.5% | $506.0 萬$576.3 萬 | +$21.7 萬 | 1.8%2.2% | −0.45 |
| USBUS Bancorp DE | 加碼歷史 | 152,450132,645 | +19,805+14.9% | $503.7 萬$478.2 萬 | +$65.4 萬 | 1.8%1.8% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 216,593207,718 | +8,875+4.3% | $493.8 萬$474.9 萬 | +$20.2 萬 | 1.7%1.8% | −0.10 |
| MAMastercard Inc | 加碼歷史 | 12,52811,577 | +951+8.2% | $492.7 萬$420.7 萬 | +$37.4 萬 | 1.7%1.6% | +0.11 |
| ENBEnbridge Inc | 減碼歷史 | 128,845129,662 | −817−0.6% | $478.7 萬$494.7 萬 | −$3.04 萬 | 1.7%1.9% | −0.23 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 9,0028,804 | +198+2.2% | $469.7 萬$507.4 萬 | +$10.3 萬 | 1.6%2.0% | −0.31 |
| LMTLockheed Martin Corp | 加碼歷史 | 9,6099,588 | +21+0.2% | $442.4 萬$453.3 萬 | +$9,667.54 | 1.6%1.7% | −0.20 |
| VVisa Inc. | 加碼歷史 | 18,16917,944 | +225+1.3% | $431.5 萬$404.6 萬 | +$5.34 萬 | 1.5%1.6% | −0.05 |
| JNJJohnson & Johnson | 加碼歷史 | 25,77322,713 | +3,060+13.5% | $426.6 萬$352.1 萬 | +$50.6 萬 | 1.5%1.4% | +0.14 |
| CSGPCostar Group, Inc. | 減碼歷史 | 41,52141,861 | −340−0.8% | $369.5 萬$288.2 萬 | −$3.03 萬 | 1.3%1.1% | +0.18 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 7,0086,275 | +733+11.7% | $336.8 萬$296.6 萬 | +$35.2 萬 | 1.2%1.1% | +0.04 |
| AAgilent Technologies, Inc. | 加碼歷史 | 22,51521,419 | +1,096+5.1% | $270.7 萬$296.3 萬 | +$13.2 萬 | 1.0%1.1% | −0.19 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 50,75760,268 | −9,511−15.8% | $265.8 萬$291.5 萬 | −$49.8 萬 | 0.9%1.1% | −0.19 |
| EQIXEquinix Inc | 減碼歷史 | 2,9413,005 | −64−2.1% | $230.6 萬$216.7 萬 | −$5.02 萬 | 0.8%0.8% | −0.03 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 15,54514,945 | +600+4.0% | $226.1 萬$194.7 萬 | +$8.73 萬 | 0.8%0.8% | +0.04 |
| AMTAmerican Tower Corp | 加碼歷史 | 10,2367,669 | +2,567+33.5% | $198.5 萬$156.7 萬 | +$49.8 萬 | 0.7%0.6% | +0.09 |
| PHParker-Hannifin Corp | 減碼歷史 | 4,9565,019 | −63−1.3% | $193.3 萬$168.7 萬 | −$2.46 萬 | 0.7%0.7% | +0.03 |
| SBUXStarbucks Corp | 加碼歷史 | 16,00515,995 | +10+0.1% | $158.5 萬$166.6 萬 | +$990.6 | 0.6%0.6% | −0.09 |
| LOWLowes Companies Inc | 加碼歷史 | 6,2214,173 | +2,048+49.1% | $140.4 萬$83.4 萬 | +$46.2 萬 | 0.5%0.3% | +0.17 |
| XYLXylem Inc. | 減碼歷史 | 11,60611,762 | −156−1.3% | $130.7 萬$123.1 萬 | −$1.76 萬 | 0.5%0.5% | −0.02 |
| RTXRTX Corp | 加碼歷史 | 12,59211,742 | +850+7.2% | $123.4 萬$115.0 萬 | +$8.33 萬 | 0.4%0.4% | −0.01 |
| GDGeneral Dynamics Corp | 加碼歷史 | 5,5764,115 | +1,461+35.5% | $120.0 萬$93.9 萬 | +$31.4 萬 | 0.4%0.4% | +0.06 |
| BRK.ABerkshire Hathaway Inc | 新進歷史 | 20 | +2 | $103.6 萬$0 | +$103.6 萬 | 0.4%0.0% | +0.36 |
| CTVACorteva, Inc. | 加碼歷史 | 17,72010,196 | +7,524+73.8% | $101.5 萬$61.5 萬 | +$43.1 萬 | 0.4%0.2% | +0.12 |
| INTCIntel Corp | 加碼歷史 | 26,71521,182 | +5,533+26.1% | $89.3 萬$69.2 萬 | +$18.5 萬 | 0.3%0.3% | +0.05 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 3,2163,654 | −438−12.0% | $84.1 萬$91.4 萬 | −$11.5 萬 | 0.3%0.4% | −0.06 |
| WMTWalmart Inc. | 加碼歷史 | 5,2425,212 | +30+0.6% | $82.4 萬$76.9 萬 | +$4,715.4 | 0.3%0.3% | −0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 5,4845,168 | +316+6.1% | $73.4 萬$67.8 萬 | +$4.23 萬 | 0.3%0.3% | 0.00 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 4,6415,340 | −699−13.1% | $72.3 萬$77.7 萬 | −$10.9 萬 | 0.3%0.3% | −0.05 |
| MDTMedtronic plc | 減碼歷史 | 7,8179,351 | −1,534−16.4% | $68.9 萬$75.4 萬 | −$13.5 萬 | 0.2%0.3% | −0.05 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 6,2277,293 | −1,066−14.6% | $62.1 萬$70.5 萬 | −$10.6 萬 | 0.2%0.3% | −0.05 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,6232,623 | 00.0% | $61.8 萬$61.0 萬 | $0 | 0.2%0.2% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,1642,164 | 00.0% | $59.5 萬$52.9 萬 | $0 | 0.2%0.2% | 0.00 |
| NVDANVIDIA Corp | 新進歷史 | 1,4060 | +1,406 | $59.5 萬$0 | +$59.5 萬 | 0.2%0.0% | +0.21 |
| ROKRockwell Automation, Inc | 加碼歷史 | 1,7661,388 | +378+27.2% | $58.2 萬$40.7 萬 | +$12.5 萬 | 0.2%0.2% | +0.05 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 2,3992,412 | −13−0.5% | $52.7 萬$53.7 萬 | −$2,857.27 | 0.2%0.2% | −0.02 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,7561,764 | −8−0.5% | $52.6 萬$50.7 萬 | −$2,396.24 | 0.2%0.2% | −0.01 |
| ACNAccenture plc | 減碼歷史 | 1,5701,612 | −42−2.6% | $48.4 萬$46.1 萬 | −$1.30 萬 | 0.2%0.2% | −0.01 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 9,3629,644 | −282−2.9% | $48.4 萬$50.4 萬 | −$1.46 萬 | 0.2%0.2% | −0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $46.7 萬$41.9 萬 | $0 | 0.2%0.2% | 0.00 |
| DISWalt Disney Co | 減碼歷史 | 5,0835,929 | −846−14.3% | $45.4 萬$59.4 萬 | −$7.55 萬 | 0.2%0.2% | −0.07 |
| AMATApplied Materials Inc | 減碼歷史 | 2,8212,857 | −36−1.3% | $40.8 萬$35.1 萬 | −$5,203.44 | 0.1%0.1% | +0.01 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $32.9 萬$33.2 萬 | $0 | 0.1%0.1% | −0.01 |
| IFFInternational Flavors & Fragrances Inc | 減碼歷史 | 4,0714,647 | −576−12.4% | $32.4 萬$42.7 萬 | −$4.58 萬 | 0.1%0.2% | −0.05 |
| EMREmerson Electric Co | 減碼歷史 | 3,4723,615 | −143−4.0% | $31.4 萬$31.5 萬 | −$1.29 萬 | 0.1%0.1% | −0.01 |
| WMWaste Management Inc | 減碼歷史 | 1,7162,068 | −352−17.0% | $29.8 萬$33.7 萬 | −$6.10 萬 | 0.1%0.1% | −0.03 |
| DHIHorton D R Inc | 不變歷史 | 2,4002,400 | 00.0% | $29.2 萬$23.4 萬 | $0 | 0.1%0.1% | +0.01 |
| SOSouthern Co | 加碼歷史 | 3,9233,920 | +3+0.1% | $27.6 萬$27.3 萬 | +$210.73 | 0.1%0.1% | −0.01 |
| CLColgate Palmolive Co | 減碼歷史 | 3,5284,243 | −715−16.9% | $27.2 萬$31.9 萬 | −$5.51 萬 | 0.1%0.1% | −0.03 |
| MMM3M Co | 減碼歷史 | 2,6043,264 | −660−20.2% | $26.1 萬$34.3 萬 | −$6.61 萬 | 0.1%0.1% | −0.04 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $26.0 萬$25.1 萬 | $0 | 0.1%0.1% | −0.01 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 1,7962,096 | −300−14.3% | $25.6 萬$30.7 萬 | −$4.28 萬 | 0.1%0.1% | −0.03 |
| ALBAlbemarle Corp | 新進歷史 | 1,1000 | +1,100 | $24.5 萬$0 | +$24.5 萬 | 0.1%0.0% | +0.09 |
| XOMExxonMobil Holdings Corp | 不變歷史 | 2,2482,248 | 00.0% | $24.1 萬$24.7 萬 | $0 | 0.1%0.1% | −0.01 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 3,7503,641 | +109+3.0% | $24.0 萬$25.2 萬 | +$6,970.56 | 0.1%0.1% | −0.01 |
| BCSBarclays PLC | 加碼歷史 | 30,25030,000 | +250+0.8% | $23.8 萬$21.6 萬 | +$1,965 | 0.1%0.1% | 0.00 |
| MCDMcDonalds Corp | 不變歷史 | 773773 | 00.0% | $23.1 萬$21.6 萬 | $0 | 0.1%0.1% | 0.00 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 665665 | 00.0% | $22.7 萬$20.5 萬 | $0 | 0.1%0.1% | 0.00 |
| OKEONEOK Inc | 新進歷史 | 3,6000 | +3,600 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.08 |
| FFord Motor Co | 加碼歷史 | 14,61213,002 | +1,610+12.4% | $22.1 萬$16.4 萬 | +$2.44 萬 | 0.1%0.1% | +0.01 |
| ATVIActivision Blizzard, Inc. | 不變歷史 | 2,6002,600 | 00.0% | $21.9 萬$22.3 萬 | $0 | 0.1%0.1% | −0.01 |
| J P Morgan Exchange Traded F46641Q332 | 不變– | 3,8003,800 | 00.0% | $21.0 萬$20.7 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Core Dividend Growth ETF46434V621 | 新進– | 4,0000 | +4,000 | $20.6 萬$0 | +$20.6 萬 | 0.1%0.0% | +0.07 |
| RFRegions Financial Corp | 減碼歷史 | 11,00021,000 | −10,000−47.6% | $19.6 萬$39.0 萬 | −$17.8 萬 | 0.1%0.2% | −0.08 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $18.8 萬$19.8 萬 | $0 | 0.1%0.1% | −0.01 |
| CLFCleveland-Cliffs Inc. | 加碼歷史 | 10,55510,000 | +555+5.6% | $17.7 萬$18.3 萬 | +$9,301.81 | 0.1%0.1% | −0.01 |
| Golden Ocean Group LtdG39637205 | 不變– | 22,00022,000 | 00.0% | $16.6 萬$20.9 萬 | $0 | 0.1%0.1% | −0.02 |
| MMPMagellan Midstream Partners, L.P. | 清倉歷史 | 04,311 | −4,311−100.0% | $0$23.4 萬 | −$23.4 萬 | 0.0%0.1% | −0.09 |
| BUDAnheuser-Busch InBev SA/NV | 清倉歷史 | 03,274 | −3,274−100.0% | $0$21.8 萬 | −$21.8 萬 | 0.0%0.1% | −0.08 |
| PGProcter & Gamble Co | 清倉歷史 | 01,365 | −1,365−100.0% | $0$20.3 萬 | −$20.3 萬 | 0.0%0.1% | −0.08 |
| ARK Innovation ETF00214Q104 | 清倉– | 05,000 | −5,000−100.0% | $0$20.2 萬 | −$20.2 萬 | 0.0%0.1% | −0.08 |
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。