S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2023 年第 4 季到 2024 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
- 5 檔
- 估計 +$776.7 萬
- 加碼
- 37 檔
- 估計 +$1,875 萬
- 減碼
- 27 檔
- 估計 −$1,242 萬
- 清倉
- 15 檔
- 估計 −$692.1 萬
總值從 $2.48 億變成 $2.74 億（+$2,575 萬 (+10.4%)），持股從 85 檔變成 75 檔（−10）。
2024 年第 1 季全部持倉2023 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 1 季，下面灰字是 2023 年第 4 季。兩季之間拆股的股票，2023 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） |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | 減碼歷史 | 75,02877,463 | −2,435−3.1% | $1,353 萬$1,177 萬 | −$43.9 萬 | 4.9%4.7% | +0.20 |
| AAPLApple Inc. | 減碼歷史 | 69,60990,893 | −21,284−23.4% | $1,194 萬$1,750 萬 | −$365.0 萬 | 4.4%7.1% | −2.69 |
| NEENextera Energy Inc | 加碼歷史 | 174,271149,612 | +24,659+16.5% | $1,114 萬$908.7 萬 | +$157.6 萬 | 4.1%3.7% | +0.40 |
| ECLEcolab Inc. | 減碼歷史 | 46,22047,493 | −1,273−2.7% | $1,067 萬$942.0 萬 | −$29.4 萬 | 3.9%3.8% | +0.10 |
| MSFTMicrosoft Corp | 減碼歷史 | 24,51826,113 | −1,595−6.1% | $1,032 萬$981.9 萬 | −$67.1 萬 | 3.8%4.0% | −0.19 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 64,99356,965 | +8,028+14.1% | $1,002 萬$833.1 萬 | +$123.8 萬 | 3.7%3.4% | +0.30 |
| METAMeta Platforms, Inc. | 減碼歷史 | 20,15126,082 | −5,931−22.7% | $978.5 萬$923.2 萬 | −$288.0 萬 | 3.6%3.7% | −0.15 |
| CBRECbre Group, Inc. | 減碼歷史 | 100,477103,527 | −3,050−2.9% | $977.0 萬$963.7 萬 | −$29.7 萬 | 3.6%3.9% | −0.32 |
| GOOGLAlphabet Inc. | 減碼歷史 | 64,60665,716 | −1,110−1.7% | $975.1 萬$918.0 萬 | −$16.8 萬 | 3.6%3.7% | −0.14 |
| ENBEnbridge Inc | 加碼歷史 | 247,091229,663 | +17,428+7.6% | $894.0 萬$827.2 萬 | +$63.1 萬 | 3.3%3.3% | −0.07 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 96,79469,303 | +27,491+39.7% | $870.2 萬$588.2 萬 | +$247.1 萬 | 3.2%2.4% | +0.81 |
| DDominion Energy, Inc | 加碼歷史 | 175,034173,075 | +1,959+1.1% | $861.0 萬$813.5 萬 | +$9.64 萬 | 3.1%3.3% | −0.13 |
| USBUS Bancorp DE | 加碼歷史 | 187,025171,065 | +15,960+9.3% | $836.0 萬$740.4 萬 | +$71.3 萬 | 3.1%3.0% | +0.07 |
| HONHoneywell International Inc | 加碼歷史 | 40,26836,531 | +3,737+10.2% | $826.5 萬$766.1 萬 | +$76.7 萬 | 3.0%3.1% | −0.07 |
| COSTCostco Wholesale Corp | 減碼歷史 | 10,71111,902 | −1,191−10.0% | $784.7 萬$785.6 萬 | −$87.3 萬 | 2.9%3.2% | −0.30 |
| LINLinde PLC | 減碼歷史 | 14,68916,139 | −1,450−9.0% | $682.0 萬$662.8 萬 | −$67.3 萬 | 2.5%2.7% | −0.18 |
| HDHome Depot, Inc. | 減碼歷史 | 17,77618,819 | −1,043−5.5% | $681.9 萬$652.2 萬 | −$40.0 萬 | 2.5%2.6% | −0.14 |
| VLOValero Energy Corp | 減碼歷史 | 36,97538,882 | −1,907−4.9% | $631.1 萬$505.5 萬 | −$32.6 萬 | 2.3%2.0% | +0.27 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 10,1789,807 | +371+3.8% | $591.6 萬$520.5 萬 | +$21.6 萬 | 2.2%2.1% | +0.06 |
| MAMastercard Inc | 減碼歷史 | 11,45311,723 | −270−2.3% | $551.5 萬$500.0 萬 | −$13.0 萬 | 2.0%2.0% | 0.00 |
| JNJJohnson & Johnson | 加碼歷史 | 33,34428,547 | +4,797+16.8% | $527.5 萬$447.4 萬 | +$75.9 萬 | 1.9%1.8% | +0.12 |
| AAgilent Technologies, Inc. | 加碼歷史 | 33,76232,967 | +795+2.4% | $491.3 萬$458.3 萬 | +$11.6 萬 | 1.8%1.8% | −0.05 |
| LMTLockheed Martin Corp | 加碼歷史 | 10,5269,286 | +1,240+13.4% | $478.8 萬$420.9 萬 | +$56.4 萬 | 1.7%1.7% | +0.05 |
| VVisa Inc. | 減碼歷史 | 17,06817,138 | −70−0.4% | $476.3 萬$446.2 萬 | −$1.95 萬 | 1.7%1.8% | −0.06 |
| AMTAmerican Tower Corp | 加碼歷史 | 23,93518,515 | +5,420+29.3% | $472.9 萬$399.7 萬 | +$107.1 萬 | 1.7%1.6% | +0.12 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 8,6617,213 | +1,448+20.1% | $428.5 萬$379.7 萬 | +$71.6 萬 | 1.6%1.5% | +0.03 |
| CSGPCostar Group, Inc. | 減碼歷史 | 36,08336,096 | −130.0% | $348.6 萬$315.4 萬 | −$1,255.8 | 1.3%1.3% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 155,347155,173 | +174+0.1% | $317.4 萬$317.4 萬 | +$3,554.82 | 1.2%1.3% | −0.12 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 161,475161,022 | +453+0.3% | $310.2 萬$310.8 萬 | +$8,702.13 | 1.1%1.3% | −0.12 |
| Invesco Exch TRD SLF Idx FD46138J783 | 新進– | 155,0130 | +155,013 | $299.0 萬$0 | +$299.0 萬 | 1.1%0.0% | +1.09 |
| CTVACorteva, Inc. | 加碼歷史 | 50,16743,775 | +6,392+14.6% | $289.3 萬$209.8 萬 | +$36.9 萬 | 1.1%0.8% | +0.21 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 13,91714,624 | −707−4.8% | $278.8 萬$248.8 萬 | −$14.2 萬 | 1.0%1.0% | +0.02 |
| LOWLowes Companies Inc | 加碼歷史 | 10,2848,479 | +1,805+21.3% | $262.0 萬$188.7 萬 | +$46.0 萬 | 1.0%0.8% | +0.20 |
| RTXRTX Corp | 加碼歷史 | 25,93625,066 | +870+3.5% | $253.0 萬$210.9 萬 | +$8.49 萬 | 0.9%0.8% | +0.07 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 39,37131,244 | +8,127+26.0% | $244.3 萬$176.2 萬 | +$50.4 萬 | 0.9%0.7% | +0.18 |
| PHParker-Hannifin Corp | 減碼歷史 | 4,1194,135 | −16−0.4% | $228.9 萬$190.5 萬 | −$8,892.64 | 0.8%0.8% | +0.07 |
| IBMInternational Business Machines Corp | 加碼歷史 | 11,5205,393 | +6,127+113.6% | $220.0 萬$88.2 萬 | +$117.0 萬 | 0.8%0.4% | +0.45 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 91,77191,565 | +206+0.2% | $208.6 萬$208.0 萬 | +$4,682.38 | 0.8%0.8% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 90,29888,424 | +1,874+2.1% | $207.2 萬$201.0 萬 | +$4.30 萬 | 0.8%0.8% | −0.05 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 新進– | 7,7880 | +7,788 | $202.4 萬$0 | +$202.4 萬 | 0.7%0.0% | +0.74 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 85,72385,220 | +503+0.6% | $198.7 萬$197.1 萬 | +$1.17 萬 | 0.7%0.8% | −0.07 |
| Invesco Exch TRD SLF Idx FD46138J585 | 新進– | 86,6230 | +86,623 | $192.7 萬$0 | +$192.7 萬 | 0.7%0.0% | +0.70 |
| SOSouthern Co | 加碼歷史 | 26,7145,826 | +20,888+358.5% | $191.6 萬$40.9 萬 | +$149.8 萬 | 0.7%0.2% | +0.54 |
| EQIXEquinix Inc | 減碼歷史 | 2,1782,297 | −119−5.2% | $179.8 萬$185.0 萬 | −$9.82 萬 | 0.7%0.7% | −0.09 |
| SBUXStarbucks Corp | 加碼歷史 | 19,32113,912 | +5,409+38.9% | $176.6 萬$133.6 萬 | +$49.4 萬 | 0.6%0.5% | +0.11 |
| DISWalt Disney Co | 加碼歷史 | 11,6808,825 | +2,855+32.4% | $142.9 萬$79.7 萬 | +$34.9 萬 | 0.5%0.3% | +0.20 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $126.9 萬$108.5 萬 | $0 | 0.5%0.4% | +0.03 |
| XYLXylem Inc. | 減碼歷史 | 9,8079,959 | −152−1.5% | $126.7 萬$113.9 萬 | −$1.96 萬 | 0.5%0.5% | 0.00 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 25,18711,547 | +13,640+118.1% | $125.7 萬$58.3 萬 | +$68.1 萬 | 0.5%0.2% | +0.22 |
| CMCSAComcast Corp | 加碼歷史 | 28,80214,334 | +14,468+100.9% | $124.9 萬$62.9 萬 | +$62.7 萬 | 0.5%0.3% | +0.20 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,3364,455 | −119−2.7% | $122.5 萬$115.7 萬 | −$3.36 萬 | 0.4%0.5% | −0.02 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 4,3232,120 | +2,203+103.9% | $104.7 萬$58.0 萬 | +$53.4 萬 | 0.4%0.2% | +0.15 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼依 5 比 1 拆股換算– | 15,33811,520 | +3,818+33.1% | $93.2 萬$63.8 萬 | +$23.2 萬 | 0.3%0.3% | +0.08 |
| CLColgate Palmolive Co | 減碼歷史 | 10,01310,393 | −380−3.7% | $90.2 萬$82.8 萬 | −$3.42 萬 | 0.3%0.3% | 0.00 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 3,5072,885 | +622+21.6% | $87.6 萬$67.2 萬 | +$15.5 萬 | 0.3%0.3% | +0.05 |
| WMTWalmart Inc. | 加碼依 3 比 1 拆股換算歷史 | 12,88112,687 | +194+1.5% | $77.5 萬$66.7 萬 | +$1.17 萬 | 0.3%0.3% | +0.01 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,4992,623 | −124−4.7% | $68.7 萬$63.3 萬 | −$3.41 萬 | 0.3%0.3% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,0082,008 | 00.0% | $67.7 萬$60.9 萬 | $0 | 0.2%0.2% | 0.00 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,8264,004 | +1,822+45.5% | $64.4 萬$43.3 萬 | +$20.1 萬 | 0.2%0.2% | +0.06 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 7,2654,203 | +3,062+72.9% | $62.5 萬$34.0 萬 | +$26.3 萬 | 0.2%0.1% | +0.09 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $62.0 萬$54.3 萬 | $0 | 0.2%0.2% | +0.01 |
| ROKRockwell Automation, Inc | 加碼歷史 | 1,8471,494 | +353+23.6% | $53.8 萬$46.4 萬 | +$10.3 萬 | 0.2%0.2% | +0.01 |
| SPGIS&P Global Inc. | 新進歷史 | 1,1710 | +1,171 | $49.8 萬$0 | +$49.8 萬 | 0.2%0.0% | +0.18 |
| TXNTexas Instruments Inc | 減碼歷史 | 2,5626,576 | −4,014−61.0% | $44.6 萬$112.1 萬 | −$69.9 萬 | 0.2%0.5% | −0.29 |
| ACNAccenture plc | 減碼歷史 | 1,2511,296 | −45−3.5% | $43.4 萬$45.5 萬 | −$1.56 萬 | 0.2%0.2% | −0.02 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $35.3 萬$33.6 萬 | $0 | 0.1%0.1% | −0.01 |
| CATCaterpillar Inc | 新進歷史 | 8920 | +892 | $32.7 萬$0 | +$32.7 萬 | 0.1%0.0% | +0.12 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $29.5 萬$27.2 萬 | $0 | 0.1%0.1% | 0.00 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 629629 | 00.0% | $26.5 萬$22.4 萬 | $0 | 0.1%0.1% | +0.01 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 2,2564,155 | −1,899−45.7% | $26.2 萬$41.5 萬 | −$22.1 萬 | 0.1%0.2% | −0.07 |
| JLLJones Lang Lasalle Inc | 加碼歷史 | 1,2531,251 | +2+0.2% | $24.4 萬$23.6 萬 | +$390.18 | 0.1%0.1% | −0.01 |
| MCDMcDonalds Corp | 加碼歷史 | 811772 | +39+5.1% | $22.9 萬$22.9 萬 | +$1.10 萬 | 0.1%0.1% | −0.01 |
| AMATApplied Materials Inc | 減碼歷史 | 1,0632,233 | −1,170−52.4% | $21.9 萬$36.2 萬 | −$24.1 萬 | 0.1%0.1% | −0.07 |
| WMWaste Management Inc | 減碼歷史 | 1,0051,149 | −144−12.5% | $21.4 萬$20.6 萬 | −$3.07 萬 | 0.1%0.1% | 0.00 |
| MDTMedtronic plc | 減碼歷史 | 2,3442,543 | −199−7.8% | $20.4 萬$20.9 萬 | −$1.73 萬 | 0.1%0.1% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J841 | 清倉– | 0147,526 | −147,526−100.0% | $0$308.1 萬 | −$308.1 萬 | 0.0%1.2% | −1.24 |
| INTCIntel Corp | 清倉歷史 | 016,407 | −16,407−100.0% | $0$82.4 萬 | −$82.4 萬 | 0.0%0.3% | −0.33 |
| DHIHorton D R Inc | 清倉歷史 | 02,400 | −2,400−100.0% | $0$36.5 萬 | −$36.5 萬 | 0.0%0.1% | −0.15 |
| ALBAlbemarle Corp | 清倉歷史 | 02,000 | −2,000−100.0% | $0$28.9 萬 | −$28.9 萬 | 0.0%0.1% | −0.12 |
| OKEONEOK Inc | 清倉歷史 | 03,810 | −3,810−100.0% | $0$26.8 萬 | −$26.8 萬 | 0.0%0.1% | −0.11 |
| BCSBarclays PLC | 清倉歷史 | 030,000 | −30,000−100.0% | $0$23.6 萬 | −$23.6 萬 | 0.0%0.1% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | 清倉– | 04,000 | −4,000−100.0% | $0$21.5 萬 | −$21.5 萬 | 0.0%0.1% | −0.09 |
| Golden Ocean Group LtdG39637205 | 清倉– | 022,000 | −22,000−100.0% | $0$21.5 萬 | −$21.5 萬 | 0.0%0.1% | −0.09 |
| RFRegions Financial Corp | 清倉歷史 | 011,000 | −11,000−100.0% | $0$21.3 萬 | −$21.3 萬 | 0.0%0.1% | −0.09 |
| J P Morgan Exchange Traded F46641Q332 | 清倉– | 03,800 | −3,800−100.0% | $0$20.9 萬 | −$20.9 萬 | 0.0%0.1% | −0.08 |
| MPLXMPLX LP | 清倉歷史 | 05,600 | −5,600−100.0% | $0$20.6 萬 | −$20.6 萬 | 0.0%0.1% | −0.08 |
| CLFCleveland-Cliffs Inc. | 清倉歷史 | 010,000 | −10,000−100.0% | $0$20.4 萬 | −$20.4 萬 | 0.0%0.1% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J437 | 清倉– | 08,000 | −8,000−100.0% | $0$20.1 萬 | −$20.1 萬 | 0.0%0.1% | −0.08 |
| PFEPfizer Inc | 清倉歷史 | 06,968 | −6,968−100.0% | $0$20.1 萬 | −$20.1 萬 | 0.0%0.1% | −0.08 |
| Crescent PT Energy Corp22576C101 | 清倉– | 028,000 | −28,000−100.0% | $0$19.4 萬 | −$19.4 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。