S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 2 季到 2023 年第 3 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
- 3 檔
- 估計 +$99.5 萬
- 加碼
- 25 檔
- 估計 +$1,997 萬
- 減碼
- 45 檔
- 估計 −$3,200 萬
- 清倉
- 8 檔
- 估計 −$232.8 萬
總值從 $2.85 億變成 $2.59 億（−$2,564 萬 (−9.0%)），持股從 89 檔變成 84 檔（−5）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 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. | 減碼歷史 | 92,249105,174 | −12,925−12.3% | $1,579 萬$2,040 萬 | −$221.3 萬 | 6.1%7.2% | −1.07 |
| Invesco Exch TRD SLF Idx FD46138J841 | 加碼– | 501,465391,376 | +110,089+28.1% | $1,037 萬$805.1 萬 | +$227.6 萬 | 4.0%2.8% | +1.17 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 514,976399,627 | +115,349+28.9% | $1,036 萬$804.4 萬 | +$232.0 萬 | 4.0%2.8% | +1.17 |
| Invesco Exch TRD SLF Idx FD46138J866 | 加碼– | 485,047379,751 | +105,296+27.7% | $1,030 萬$803.9 萬 | +$223.5 萬 | 4.0%2.8% | +1.15 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 541,698412,844 | +128,854+31.2% | $1,018 萬$782.1 萬 | +$242.1 萬 | 3.9%2.7% | +1.18 |
| AMZNAmazon Com Inc | 減碼歷史 | 78,72897,417 | −18,689−19.2% | $1,001 萬$1,270 萬 | −$237.6 萬 | 3.9%4.5% | −0.60 |
| GOOGLAlphabet Inc. | 減碼歷史 | 72,69387,174 | −14,481−16.6% | $951.3 萬$1,043 萬 | −$189.5 萬 | 3.7%3.7% | +0.01 |
| MSFTMicrosoft Corp | 減碼歷史 | 28,57734,878 | −6,301−18.1% | $902.3 萬$1,188 萬 | −$199.0 萬 | 3.5%4.2% | −0.69 |
| METAMeta Platforms, Inc. | 減碼歷史 | 29,25746,148 | −16,891−36.6% | $878.3 萬$1,324 萬 | −$507.1 萬 | 3.4%4.6% | −1.26 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 110,409137,241 | −26,832−19.6% | $837.3 萬$1,095 萬 | −$203.5 萬 | 3.2%3.8% | −0.61 |
| ECLEcolab Inc. | 減碼歷史 | 48,12152,929 | −4,808−9.1% | $815.2 萬$988.1 萬 | −$81.4 萬 | 3.1%3.5% | −0.32 |
| COSTCostco Wholesale Corp | 減碼歷史 | 13,39214,961 | −1,569−10.5% | $756.6 萬$805.5 萬 | −$88.6 萬 | 2.9%2.8% | +0.09 |
| DDominion Energy, Inc | 加碼歷史 | 164,580132,324 | +32,256+24.4% | $735.2 萬$685.3 萬 | +$144.1 萬 | 2.8%2.4% | +0.43 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 50,12232,803 | +17,319+52.8% | $724.5 萬$644.2 萬 | +$250.3 萬 | 2.8%2.3% | +0.53 |
| CBRECbre Group, Inc. | 減碼歷史 | 97,663100,677 | −3,014−3.0% | $721.3 萬$812.6 萬 | −$22.3 萬 | 2.8%2.9% | −0.07 |
| NEENextera Energy Inc | 加碼歷史 | 123,376110,383 | +12,993+11.8% | $706.8 萬$819.0 萬 | +$74.4 萬 | 2.7%2.9% | −0.15 |
| HONHoneywell International Inc | 加碼歷史 | 35,15133,563 | +1,588+4.7% | $649.4 萬$696.4 萬 | +$29.3 萬 | 2.5%2.4% | +0.06 |
| LINLinde PLC | 減碼歷史 | 17,14320,638 | −3,495−16.9% | $638.3 萬$786.5 萬 | −$130.1 萬 | 2.5%2.8% | −0.30 |
| VLOValero Energy Corp | 減碼歷史 | 40,20743,138 | −2,931−6.8% | $569.8 萬$506.0 萬 | −$41.5 萬 | 2.2%1.8% | +0.42 |
| USBUS Bancorp DE | 加碼歷史 | 171,957152,450 | +19,507+12.8% | $568.5 萬$503.7 萬 | +$64.5 萬 | 2.2%1.8% | +0.42 |
| HDHome Depot, Inc. | 減碼歷史 | 17,14319,994 | −2,851−14.3% | $518.0 萬$621.1 萬 | −$86.1 萬 | 2.0%2.2% | −0.18 |
| MAMastercard Inc | 減碼歷史 | 11,90712,528 | −621−5.0% | $471.4 萬$492.7 萬 | −$24.6 萬 | 1.8%1.7% | +0.09 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 9,3049,002 | +302+3.4% | $470.9 萬$469.7 萬 | +$15.3 萬 | 1.8%1.6% | +0.17 |
| ENBEnbridge Inc | 減碼歷史 | 126,813128,845 | −2,032−1.6% | $422.8 萬$478.7 萬 | −$6.77 萬 | 1.6%1.7% | −0.05 |
| JNJJohnson & Johnson | 加碼歷史 | 25,79925,773 | +26+0.1% | $401.8 萬$426.6 萬 | +$4,049.46 | 1.5%1.5% | +0.05 |
| VVisa Inc. | 減碼歷史 | 16,86118,169 | −1,308−7.2% | $387.8 萬$431.5 萬 | −$30.1 萬 | 1.5%1.5% | −0.02 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 7,3757,008 | +367+5.2% | $371.8 萬$336.8 萬 | +$18.5 萬 | 1.4%1.2% | +0.25 |
| AAgilent Technologies, Inc. | 加碼歷史 | 32,83322,515 | +10,318+45.8% | $367.1 萬$270.7 萬 | +$115.4 萬 | 1.4%1.0% | +0.47 |
| LMTLockheed Martin Corp | 減碼歷史 | 8,9029,609 | −707−7.4% | $364.0 萬$442.4 萬 | −$28.9 萬 | 1.4%1.6% | −0.15 |
| Invesco Exch TRD SLF Idx FD46138J858 | 減碼– | 139,808220,173 | −80,365−36.5% | $328.6 萬$517.6 萬 | −$188.9 萬 | 1.3%1.8% | −0.55 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 145,212229,930 | −84,718−36.8% | $326.5 萬$516.9 萬 | −$190.5 萬 | 1.3%1.8% | −0.55 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 142,519227,427 | −84,908−37.3% | $320.4 萬$512.8 萬 | −$190.9 萬 | 1.2%1.8% | −0.56 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 137,407216,593 | −79,186−36.6% | $311.0 萬$493.8 萬 | −$179.2 萬 | 1.2%1.7% | −0.53 |
| AMTAmerican Tower Corp | 加碼歷史 | 17,84810,236 | +7,612+74.4% | $293.5 萬$198.5 萬 | +$125.2 萬 | 1.1%0.7% | +0.44 |
| CSGPCostar Group, Inc. | 減碼歷史 | 38,13941,521 | −3,382−8.1% | $293.3 萬$369.5 萬 | −$26.0 萬 | 1.1%1.3% | −0.17 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 14,97115,545 | −574−3.7% | $217.1 萬$226.1 萬 | −$8.32 萬 | 0.8%0.8% | +0.04 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 40,16650,757 | −10,591−20.9% | $203.2 萬$265.8 萬 | −$53.6 萬 | 0.8%0.9% | −0.15 |
| EQIXEquinix Inc | 減碼歷史 | 2,4602,941 | −481−16.4% | $178.7 萬$230.6 萬 | −$34.9 萬 | 0.7%0.8% | −0.12 |
| PHParker-Hannifin Corp | 減碼歷史 | 4,5584,956 | −398−8.0% | $177.5 萬$193.3 萬 | −$15.5 萬 | 0.7%0.7% | +0.01 |
| CTVACorteva, Inc. | 加碼歷史 | 34,41717,720 | +16,697+94.2% | $176.1 萬$101.5 萬 | +$85.4 萬 | 0.7%0.4% | +0.32 |
| SBUXStarbucks Corp | 加碼歷史 | 17,30916,005 | +1,304+8.1% | $158.0 萬$158.5 萬 | +$11.9 萬 | 0.6%0.6% | +0.05 |
| LOWLowes Companies Inc | 加碼歷史 | 7,5806,221 | +1,359+21.8% | $157.5 萬$140.4 萬 | +$28.2 萬 | 0.6%0.5% | +0.11 |
| RTXRTX Corp | 加碼歷史 | 20,38112,592 | +7,789+61.9% | $146.7 萬$123.4 萬 | +$56.1 萬 | 0.6%0.4% | +0.13 |
| GDGeneral Dynamics Corp | 減碼歷史 | 5,2935,576 | −283−5.1% | $117.0 萬$120.0 萬 | −$6.25 萬 | 0.5%0.4% | +0.03 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $106.3 萬$103.6 萬 | $0 | 0.4%0.4% | +0.05 |
| XYLXylem Inc. | 減碼歷史 | 10,84711,606 | −759−6.5% | $98.7 萬$130.7 萬 | −$6.91 萬 | 0.4%0.5% | −0.08 |
| WMTWalmart Inc. | 減碼歷史 | 4,8775,242 | −365−7.0% | $78.0 萬$82.4 萬 | −$5.84 萬 | 0.3%0.3% | +0.01 |
| IBMInternational Business Machines Corp | 減碼歷史 | 5,0385,484 | −446−8.1% | $70.7 萬$73.4 萬 | −$6.26 萬 | 0.3%0.3% | +0.02 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 2,7773,216 | −439−13.7% | $69.2 萬$84.1 萬 | −$10.9 萬 | 0.3%0.3% | −0.03 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,7462,399 | +347+14.5% | $66.1 萬$52.7 萬 | +$8.35 萬 | 0.3%0.2% | +0.07 |
| INTCIntel Corp | 減碼歷史 | 18,39426,715 | −8,321−31.1% | $65.4 萬$89.3 萬 | −$29.6 萬 | 0.3%0.3% | −0.06 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,6232,623 | 00.0% | $54.8 萬$61.8 萬 | $0 | 0.2%0.2% | −0.01 |
| TXNTexas Instruments Inc | 新進歷史 | 3,3910 | +3,391 | $53.9 萬$0 | +$53.9 萬 | 0.2%0.0% | +0.21 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 2,0082,164 | −156−7.2% | $53.4 萬$59.5 萬 | −$4.15 萬 | 0.2%0.2% | 0.00 |
| ROKRockwell Automation, Inc | 加碼歷史 | 1,7751,766 | +9+0.5% | $50.7 萬$58.2 萬 | +$2,572.83 | 0.2%0.2% | −0.01 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 4,2712,248 | +2,023+90.0% | $50.2 萬$24.1 萬 | +$23.8 萬 | 0.2%0.1% | +0.11 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 5,0276,227 | −1,200−19.3% | $47.4 萬$62.1 萬 | −$11.3 萬 | 0.2%0.2% | −0.03 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,6701,756 | −86−4.9% | $47.3 萬$52.6 萬 | −$2.44 萬 | 0.2%0.2% | 0.00 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $46.7 萬$46.7 萬 | $0 | 0.2%0.2% | +0.02 |
| DISWalt Disney Co | 加碼歷史 | 5,4685,083 | +385+7.6% | $44.3 萬$45.4 萬 | +$3.12 萬 | 0.2%0.2% | +0.01 |
| ACNAccenture plc | 減碼歷史 | 1,3701,570 | −200−12.7% | $42.1 萬$48.4 萬 | −$6.14 萬 | 0.2%0.2% | −0.01 |
| ALBAlbemarle Corp | 加碼歷史 | 2,0001,100 | +900+81.8% | $34.0 萬$24.5 萬 | +$15.3 萬 | 0.1%0.1% | +0.05 |
| AMATApplied Materials Inc | 減碼歷史 | 2,3362,821 | −485−17.2% | $32.3 萬$40.8 萬 | −$6.71 萬 | 0.1%0.1% | −0.02 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $30.9 萬$32.9 萬 | $0 | 0.1%0.1% | 0.00 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 4,1334,071 | +62+1.5% | $28.2 萬$32.4 萬 | +$4,226.55 | 0.1%0.1% | −0.01 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 5,2109,362 | −4,152−44.3% | $28.0 萬$48.4 萬 | −$22.3 萬 | 0.1%0.2% | −0.06 |
| DHIHorton D R Inc | 不變歷史 | 2,4002,400 | 00.0% | $25.8 萬$29.2 萬 | $0 | 0.1%0.1% | 0.00 |
| PFEPfizer Inc | 新進歷史 | 7,6170 | +7,617 | $25.3 萬$0 | +$25.3 萬 | 0.1%0.0% | +0.10 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $25.0 萬$26.0 萬 | $0 | 0.1%0.1% | +0.01 |
| SOSouthern Co | 減碼歷史 | 3,7793,923 | −144−3.7% | $24.5 萬$27.6 萬 | −$9,319.72 | 0.1%0.1% | 0.00 |
| MDTMedtronic plc | 減碼歷史 | 3,0967,817 | −4,721−60.4% | $24.3 萬$68.9 萬 | −$37.0 萬 | 0.1%0.2% | −0.15 |
| OKEONEOK Inc | 加碼歷史 | 3,8093,600 | +209+5.8% | $24.2 萬$22.2 萬 | +$1.33 萬 | 0.1%0.1% | +0.02 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 1,7054,641 | −2,936−63.3% | $24.1 萬$72.3 萬 | −$41.5 萬 | 0.1%0.3% | −0.16 |
| BCSBarclays PLC | 不變歷史 | 30,25030,250 | 00.0% | $23.6 萬$23.8 萬 | $0 | 0.1%0.1% | +0.01 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $23.2 萬$18.8 萬 | $0 | 0.1%0.1% | +0.02 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 619665 | −46−6.9% | $21.7 萬$22.7 萬 | −$1.61 萬 | 0.1%0.1% | 0.00 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 3,6913,750 | −59−1.6% | $21.4 萬$24.0 萬 | −$3,424.37 | 0.1%0.1% | 0.00 |
| EMREmerson Electric Co | 減碼歷史 | 2,1413,472 | −1,331−38.3% | $20.7 萬$31.4 萬 | −$12.9 萬 | 0.1%0.1% | −0.03 |
| J P Morgan Exchange Traded F46641Q332 | 不變– | 3,8003,800 | 00.0% | $20.4 萬$21.0 萬 | $0 | 0.1%0.1% | 0.00 |
| NKENIKE, Inc. | 新進歷史 | 2,1280 | +2,128 | $20.3 萬$0 | +$20.3 萬 | 0.1%0.0% | +0.08 |
| MCDMcDonalds Corp | 減碼歷史 | 772773 | −1−0.1% | $20.3 萬$23.1 萬 | −$263.44 | 0.1%0.1% | 0.00 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $18.9 萬$19.6 萬 | $0 | 0.1%0.1% | 0.00 |
| Golden Ocean Group LtdG39637205 | 不變– | 22,00022,000 | 00.0% | $17.3 萬$16.6 萬 | $0 | 0.1%0.1% | +0.01 |
| CLFCleveland-Cliffs Inc. | 減碼歷史 | 10,00010,555 | −555−5.3% | $15.6 萬$17.7 萬 | −$8,674.65 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 清倉歷史 | 01,406 | −1,406−100.0% | $0$59.5 萬 | −$59.5 萬 | 0.0%0.2% | −0.21 |
| WMWaste Management Inc | 清倉歷史 | 01,716 | −1,716−100.0% | $0$29.8 萬 | −$29.8 萬 | 0.0%0.1% | −0.10 |
| CLColgate Palmolive Co | 清倉歷史 | 03,528 | −3,528−100.0% | $0$27.2 萬 | −$27.2 萬 | 0.0%0.1% | −0.10 |
| MMM3M Co | 清倉歷史 | 02,604 | −2,604−100.0% | $0$26.1 萬 | −$26.1 萬 | 0.0%0.1% | −0.09 |
| AWKAmerican Water Works Company, Inc. | 清倉歷史 | 01,796 | −1,796−100.0% | $0$25.6 萬 | −$25.6 萬 | 0.0%0.1% | −0.09 |
| FFord Motor Co | 清倉歷史 | 014,612 | −14,612−100.0% | $0$22.1 萬 | −$22.1 萬 | 0.0%0.1% | −0.08 |
| ATVIActivision Blizzard, Inc. | 清倉歷史 | 02,600 | −2,600−100.0% | $0$21.9 萬 | −$21.9 萬 | 0.0%0.1% | −0.08 |
| iShares Core Dividend Growth ETF46434V621 | 清倉– | 04,000 | −4,000−100.0% | $0$20.6 萬 | −$20.6 萬 | 0.0%0.1% | −0.07 |
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。