S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 3 季到 2023 年第 4 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 +$228.5 萬
- 加碼
- 26 檔
- 估計 +$1,180 萬
- 減碼
- 39 檔
- 估計 −$3,707 萬
- 清倉
- 5 檔
- 估計 −$1,421 萬
總值從 $2.59 億變成 $2.48 億（−$1,118 萬 (−4.3%)），持股從 84 檔變成 85 檔（+1）。
2023 年第 4 季全部持倉2023 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 4 季，下面灰字是 2023 年第 3 季。兩季之間拆股的股票，2023 年第 3 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 | 90,89392,249 | −1,356−1.5% | $1,750 萬$1,579 萬 | −$26.1 萬 | 7.1%6.1% | +0.96 |
| AMZNAmazon Com Inc | 減碼歷史 | 77,46378,728 | −1,265−1.6% | $1,177 萬$1,001 萬 | −$19.2 萬 | 4.7%3.9% | +0.88 |
| MSFTMicrosoft Corp | 減碼歷史 | 26,11328,577 | −2,464−8.6% | $981.9 萬$902.3 萬 | −$92.7 萬 | 4.0%3.5% | +0.48 |
| CBRECbre Group, Inc. | 加碼歷史 | 103,52797,663 | +5,864+6.0% | $963.7 萬$721.3 萬 | +$54.6 萬 | 3.9%2.8% | +1.10 |
| ECLEcolab Inc. | 減碼歷史 | 47,49348,121 | −628−1.3% | $942.0 萬$815.2 萬 | −$12.5 萬 | 3.8%3.1% | +0.65 |
| METAMeta Platforms, Inc. | 減碼歷史 | 26,08229,257 | −3,175−10.9% | $923.2 萬$878.3 萬 | −$112.4 萬 | 3.7%3.4% | +0.33 |
| GOOGLAlphabet Inc. | 減碼歷史 | 65,71672,693 | −6,977−9.6% | $918.0 萬$951.3 萬 | −$97.5 萬 | 3.7%3.7% | +0.03 |
| NEENextera Energy Inc | 加碼歷史 | 149,612123,376 | +26,236+21.3% | $908.7 萬$706.8 萬 | +$159.4 萬 | 3.7%2.7% | +0.94 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 56,96550,122 | +6,843+13.7% | $833.1 萬$724.5 萬 | +$100.1 萬 | 3.4%2.8% | +0.56 |
| ENBEnbridge Inc | 加碼歷史 | 229,663126,813 | +102,850+81.1% | $827.2 萬$422.8 萬 | +$370.5 萬 | 3.3%1.6% | +1.70 |
| DDominion Energy, Inc | 加碼歷史 | 173,075164,580 | +8,495+5.2% | $813.5 萬$735.2 萬 | +$39.9 萬 | 3.3%2.8% | +0.44 |
| COSTCostco Wholesale Corp | 減碼歷史 | 11,90213,392 | −1,490−11.1% | $785.6 萬$756.6 萬 | −$98.4 萬 | 3.2%2.9% | +0.25 |
| HONHoneywell International Inc | 加碼歷史 | 36,53135,151 | +1,380+3.9% | $766.1 萬$649.4 萬 | +$28.9 萬 | 3.1%2.5% | +0.58 |
| USBUS Bancorp DE | 減碼歷史 | 171,065171,957 | −892−0.5% | $740.4 萬$568.5 萬 | −$3.86 萬 | 3.0%2.2% | +0.79 |
| LINLinde PLC | 減碼歷史 | 16,13917,143 | −1,004−5.9% | $662.8 萬$638.3 萬 | −$41.2 萬 | 2.7%2.5% | +0.21 |
| HDHome Depot, Inc. | 加碼歷史 | 18,81917,143 | +1,676+9.8% | $652.2 萬$518.0 萬 | +$58.1 萬 | 2.6%2.0% | +0.63 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 69,303110,409 | −41,106−37.2% | $588.2 萬$837.3 萬 | −$348.9 萬 | 2.4%3.2% | −0.86 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 9,8079,304 | +503+5.4% | $520.5 萬$470.9 萬 | +$26.7 萬 | 2.1%1.8% | +0.28 |
| VLOValero Energy Corp | 減碼歷史 | 38,88240,207 | −1,325−3.3% | $505.5 萬$569.8 萬 | −$17.2 萬 | 2.0%2.2% | −0.16 |
| MAMastercard Inc | 減碼歷史 | 11,72311,907 | −184−1.5% | $500.0 萬$471.4 萬 | −$7.85 萬 | 2.0%1.8% | +0.20 |
| AAgilent Technologies, Inc. | 加碼歷史 | 32,96732,833 | +134+0.4% | $458.3 萬$367.1 萬 | +$1.86 萬 | 1.8%1.4% | +0.43 |
| JNJJohnson & Johnson | 加碼歷史 | 28,54725,799 | +2,748+10.7% | $447.4 萬$401.8 萬 | +$43.1 萬 | 1.8%1.5% | +0.25 |
| VVisa Inc. | 加碼歷史 | 17,13816,861 | +277+1.6% | $446.2 萬$387.8 萬 | +$7.21 萬 | 1.8%1.5% | +0.30 |
| LMTLockheed Martin Corp | 加碼歷史 | 9,2868,902 | +384+4.3% | $420.9 萬$364.0 萬 | +$17.4 萬 | 1.7%1.4% | +0.29 |
| AMTAmerican Tower Corp | 加碼歷史 | 18,51517,848 | +667+3.7% | $399.7 萬$293.5 萬 | +$14.4 萬 | 1.6%1.1% | +0.48 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 7,2137,375 | −162−2.2% | $379.7 萬$371.8 萬 | −$8.53 萬 | 1.5%1.4% | +0.10 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 155,173514,976 | −359,803−69.9% | $317.4 萬$1,036 萬 | −$736.0 萬 | 1.3%4.0% | −2.71 |
| CSGPCostar Group, Inc. | 減碼歷史 | 36,09638,139 | −2,043−5.4% | $315.4 萬$293.3 萬 | −$17.9 萬 | 1.3%1.1% | +0.14 |
| Invesco Exch TRD SLF Idx FD46138J791 | 減碼– | 161,022541,698 | −380,676−70.3% | $310.8 萬$1,018 萬 | −$734.7 萬 | 1.3%3.9% | −2.67 |
| Invesco Exch TRD SLF Idx FD46138J841 | 減碼– | 147,526501,465 | −353,939−70.6% | $308.1 萬$1,037 萬 | −$739.2 萬 | 1.2%4.0% | −2.76 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 14,62414,971 | −347−2.3% | $248.8 萬$217.1 萬 | −$5.90 萬 | 1.0%0.8% | +0.17 |
| RTXRTX Corp | 加碼歷史 | 25,06620,381 | +4,685+23.0% | $210.9 萬$146.7 萬 | +$39.4 萬 | 0.8%0.6% | +0.28 |
| CTVACorteva, Inc. | 加碼歷史 | 43,77534,417 | +9,358+27.2% | $209.8 萬$176.1 萬 | +$44.8 萬 | 0.8%0.7% | +0.17 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 91,565145,212 | −53,647−36.9% | $208.0 萬$326.5 萬 | −$121.9 萬 | 0.8%1.3% | −0.42 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 88,424142,519 | −54,095−38.0% | $201.0 萬$320.4 萬 | −$123.0 萬 | 0.8%1.2% | −0.43 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 85,220137,407 | −52,187−38.0% | $197.1 萬$311.0 萬 | −$120.7 萬 | 0.8%1.2% | −0.40 |
| PHParker-Hannifin Corp | 減碼歷史 | 4,1354,558 | −423−9.3% | $190.5 萬$177.5 萬 | −$19.5 萬 | 0.8%0.7% | +0.08 |
| LOWLowes Companies Inc | 加碼歷史 | 8,4797,580 | +899+11.9% | $188.7 萬$157.5 萬 | +$20.0 萬 | 0.8%0.6% | +0.15 |
| EQIXEquinix Inc | 減碼歷史 | 2,2972,460 | −163−6.6% | $185.0 萬$178.7 萬 | −$13.1 萬 | 0.7%0.7% | +0.06 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 31,24440,166 | −8,922−22.2% | $176.2 萬$203.2 萬 | −$50.3 萬 | 0.7%0.8% | −0.07 |
| SBUXStarbucks Corp | 減碼歷史 | 13,91217,309 | −3,397−19.6% | $133.6 萬$158.0 萬 | −$32.6 萬 | 0.5%0.6% | −0.07 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,4555,293 | −838−15.8% | $115.7 萬$117.0 萬 | −$21.8 萬 | 0.5%0.5% | +0.02 |
| XYLXylem Inc. | 減碼歷史 | 9,95910,847 | −888−8.2% | $113.9 萬$98.7 萬 | −$10.2 萬 | 0.5%0.4% | +0.08 |
| TXNTexas Instruments Inc | 加碼歷史 | 6,5763,391 | +3,185+93.9% | $112.1 萬$53.9 萬 | +$54.3 萬 | 0.5%0.2% | +0.24 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $108.5 萬$106.3 萬 | $0 | 0.4%0.4% | +0.03 |
| IBMInternational Business Machines Corp | 加碼歷史 | 5,3935,038 | +355+7.0% | $88.2 萬$70.7 萬 | +$5.81 萬 | 0.4%0.3% | +0.08 |
| CLColgate Palmolive Co | 新進歷史 | 10,3930 | +10,393 | $82.8 萬$0 | +$82.8 萬 | 0.3%0.0% | +0.33 |
| INTCIntel Corp | 減碼歷史 | 16,40718,394 | −1,987−10.8% | $82.4 萬$65.4 萬 | −$9.98 萬 | 0.3%0.3% | +0.08 |
| DISWalt Disney Co | 加碼歷史 | 8,8255,468 | +3,357+61.4% | $79.7 萬$44.3 萬 | +$30.3 萬 | 0.3%0.2% | +0.15 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 2,8852,746 | +139+5.1% | $67.2 萬$66.1 萬 | +$3.24 萬 | 0.3%0.3% | +0.02 |
| WMTWalmart Inc. | 減碼歷史 | 4,2294,877 | −648−13.3% | $66.7 萬$78.0 萬 | −$10.2 萬 | 0.3%0.3% | −0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 2,3042,777 | −473−17.0% | $63.8 萬$69.2 萬 | −$13.1 萬 | 0.3%0.3% | −0.01 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,6232,623 | 00.0% | $63.3 萬$54.8 萬 | $0 | 0.3%0.2% | +0.04 |
| CMCSAComcast Corp | 新進歷史 | 14,3340 | +14,334 | $62.9 萬$0 | +$62.9 萬 | 0.3%0.0% | +0.25 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,0082,008 | 00.0% | $60.9 萬$53.4 萬 | $0 | 0.2%0.2% | +0.04 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 11,5475,210 | +6,337+121.6% | $58.3 萬$28.0 萬 | +$32.0 萬 | 0.2%0.1% | +0.13 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 2,1201,670 | +450+26.9% | $58.0 萬$47.3 萬 | +$12.3 萬 | 0.2%0.2% | +0.05 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $54.3 萬$46.7 萬 | $0 | 0.2%0.2% | +0.04 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,4941,775 | −281−15.8% | $46.4 萬$50.7 萬 | −$8.72 萬 | 0.2%0.2% | −0.01 |
| ACNAccenture plc | 減碼歷史 | 1,2961,370 | −74−5.4% | $45.5 萬$42.1 萬 | −$2.60 萬 | 0.2%0.2% | +0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 4,0045,027 | −1,023−20.4% | $43.3 萬$47.4 萬 | −$11.1 萬 | 0.2%0.2% | −0.01 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 4,1554,271 | −116−2.7% | $41.5 萬$50.2 萬 | −$1.16 萬 | 0.2%0.2% | −0.03 |
| SOSouthern Co | 加碼歷史 | 5,8263,779 | +2,047+54.2% | $40.9 萬$24.5 萬 | +$14.4 萬 | 0.2%0.1% | +0.07 |
| DHIHorton D R Inc | 不變歷史 | 2,4002,400 | 00.0% | $36.5 萬$25.8 萬 | $0 | 0.1%0.1% | +0.05 |
| AMATApplied Materials Inc | 減碼歷史 | 2,2332,336 | −103−4.4% | $36.2 萬$32.3 萬 | −$1.67 萬 | 0.1%0.1% | +0.02 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 4,2034,133 | +70+1.7% | $34.0 萬$28.2 萬 | +$5,667.9 | 0.1%0.1% | +0.03 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $33.6 萬$30.9 萬 | $0 | 0.1%0.1% | +0.02 |
| ALBAlbemarle Corp | 不變歷史 | 2,0002,000 | 00.0% | $28.9 萬$34.0 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $27.2 萬$25.0 萬 | $0 | 0.1%0.1% | +0.01 |
| OKEONEOK Inc | 加碼歷史 | 3,8103,809 | +10.0% | $26.8 萬$24.2 萬 | +$70.22 | 0.1%0.1% | +0.01 |
| BCSBarclays PLC | 減碼歷史 | 30,00030,250 | −250−0.8% | $23.6 萬$23.6 萬 | −$1,970 | 0.1%0.1% | 0.00 |
| JLLJones Lang Lasalle Inc | 減碼歷史 | 1,2511,705 | −454−26.6% | $23.6 萬$24.1 萬 | −$8.57 萬 | 0.1%0.1% | 0.00 |
| MCDMcDonalds Corp | 不變歷史 | 772772 | 00.0% | $22.9 萬$20.3 萬 | $0 | 0.1%0.1% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 629619 | +10+1.6% | $22.4 萬$21.7 萬 | +$3,566.6 | 0.1%0.1% | +0.01 |
| iShares Core Dividend Growth ETF46434V621 | 新進– | 4,0000 | +4,000 | $21.5 萬$0 | +$21.5 萬 | 0.1%0.0% | +0.09 |
| Golden Ocean Group LtdG39637205 | 不變– | 22,00022,000 | 00.0% | $21.5 萬$17.3 萬 | $0 | 0.1%0.1% | +0.02 |
| RFRegions Financial Corp | 不變歷史 | 11,00011,000 | 00.0% | $21.3 萬$18.9 萬 | $0 | 0.1%0.1% | +0.01 |
| MDTMedtronic plc | 減碼歷史 | 2,5433,096 | −553−17.9% | $20.9 萬$24.3 萬 | −$4.56 萬 | 0.1%0.1% | −0.01 |
| J P Morgan Exchange Traded F46641Q332 | 不變– | 3,8003,800 | 00.0% | $20.9 萬$20.4 萬 | $0 | 0.1%0.1% | +0.01 |
| WMWaste Management Inc | 新進歷史 | 1,1490 | +1,149 | $20.6 萬$0 | +$20.6 萬 | 0.1%0.0% | +0.08 |
| MPLXMPLX LP | 新進歷史 | 5,6000 | +5,600 | $20.6 萬$0 | +$20.6 萬 | 0.1%0.0% | +0.08 |
| CLFCleveland-Cliffs Inc. | 不變歷史 | 10,00010,000 | 00.0% | $20.4 萬$15.6 萬 | $0 | 0.1%0.1% | +0.02 |
| Invesco Exch TRD SLF Idx FD46138J437 | 新進– | 8,0000 | +8,000 | $20.1 萬$0 | +$20.1 萬 | 0.1%0.0% | +0.08 |
| PFEPfizer Inc | 減碼歷史 | 6,9687,617 | −649−8.5% | $20.1 萬$25.3 萬 | −$1.87 萬 | 0.1%0.1% | −0.02 |
| Crescent PT Energy Corp22576C101 | 不變– | 28,00028,000 | 00.0% | $19.4 萬$23.2 萬 | $0 | 0.1%0.1% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J866 | 清倉– | 0485,047 | −485,047−100.0% | $0$1,030 萬 | −$1,030 萬 | 0.0%4.0% | −3.97 |
| Invesco Exch TRD SLF Idx FD46138J858 | 清倉– | 0139,808 | −139,808−100.0% | $0$328.6 萬 | −$328.6 萬 | 0.0%1.3% | −1.27 |
| BMYBristol Myers Squibb Co | 清倉歷史 | 03,691 | −3,691−100.0% | $0$21.4 萬 | −$21.4 萬 | 0.0%0.1% | −0.08 |
| EMREmerson Electric Co | 清倉歷史 | 02,141 | −2,141−100.0% | $0$20.7 萬 | −$20.7 萬 | 0.0%0.1% | −0.08 |
| NKENIKE, Inc. | 清倉歷史 | 02,128 | −2,128−100.0% | $0$20.3 萬 | −$20.3 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。