S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2024 年第 1 季到 2024 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
- 4 檔
- 估計 +$115.1 萬
- 加碼
- 27 檔
- 估計 +$991.8 萬
- 減碼
- 35 檔
- 估計 −$752.0 萬
- 清倉
- 5 檔
- 估計 −$138.0 萬
總值從 $2.74 億變成 $2.75 億（+$117.9 萬 (+0.4%)），持股從 75 檔變成 74 檔（−1）。
2024 年第 2 季全部持倉2024 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 2 季，下面灰字是 2024 年第 1 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | 加碼歷史 | 75,46875,028 | +440+0.6% | $1,458 萬$1,353 萬 | +$8.50 萬 | 5.3%4.9% | +0.36 |
| AAPLApple Inc. | 減碼歷史 | 68,39269,609 | −1,217−1.7% | $1,440 萬$1,194 萬 | −$25.6 萬 | 5.2%4.4% | +0.88 |
| NEENextera Energy Inc | 減碼歷史 | 162,022174,271 | −12,249−7.0% | $1,147 萬$1,114 萬 | −$86.7 萬 | 4.2%4.1% | +0.10 |
| MSFTMicrosoft Corp | 加碼歷史 | 24,89924,518 | +381+1.6% | $1,113 萬$1,032 萬 | +$17.0 萬 | 4.0%3.8% | +0.28 |
| GOOGLAlphabet Inc. | 減碼歷史 | 60,51964,606 | −4,087−6.3% | $1,102 萬$975.1 萬 | −$74.4 萬 | 4.0%3.6% | +0.45 |
| ECLEcolab Inc. | 減碼歷史 | 44,56746,220 | −1,653−3.6% | $1,061 萬$1,067 萬 | −$39.3 萬 | 3.9%3.9% | −0.04 |
| ENBEnbridge Inc | 加碼歷史 | 284,190247,091 | +37,099+15.0% | $1,011 萬$894.0 萬 | +$132.0 萬 | 3.7%3.3% | +0.41 |
| METAMeta Platforms, Inc. | 減碼歷史 | 19,49520,151 | −656−3.3% | $983.0 萬$978.5 萬 | −$33.1 萬 | 3.6%3.6% | 0.00 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 102,44796,794 | +5,653+5.8% | $887.3 萬$870.2 萬 | +$49.0 萬 | 3.2%3.2% | +0.05 |
| HONHoneywell International Inc | 加碼歷史 | 41,45040,268 | +1,182+2.9% | $885.1 萬$826.5 萬 | +$25.2 萬 | 3.2%3.0% | +0.20 |
| CBRECbre Group, Inc. | 減碼歷史 | 98,656100,477 | −1,821−1.8% | $879.1 萬$977.0 萬 | −$16.2 萬 | 3.2%3.6% | −0.37 |
| COSTCostco Wholesale Corp | 減碼歷史 | 10,30810,711 | −403−3.8% | $876.1 萬$784.7 萬 | −$34.3 萬 | 3.2%2.9% | +0.32 |
| DDominion Energy, Inc | 減碼歷史 | 169,408175,034 | −5,626−3.2% | $830.1 萬$861.0 萬 | −$27.6 萬 | 3.0%3.1% | −0.13 |
| USBUS Bancorp DE | 加碼歷史 | 197,030187,025 | +10,005+5.3% | $782.2 萬$836.0 萬 | +$39.7 萬 | 2.8%3.1% | −0.21 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 73,24064,993 | +8,247+12.7% | $779.3 萬$1,002 萬 | +$87.7 萬 | 2.8%3.7% | −0.82 |
| LINLinde PLC | 減碼歷史 | 14,31114,689 | −378−2.6% | $628.0 萬$682.0 萬 | −$16.6 萬 | 2.3%2.5% | −0.21 |
| HDHome Depot, Inc. | 減碼歷史 | 17,61017,776 | −166−0.9% | $606.2 萬$681.9 萬 | −$5.71 萬 | 2.2%2.5% | −0.29 |
| MAMastercard Inc | 加碼歷史 | 13,46911,453 | +2,016+17.6% | $594.2 萬$551.5 萬 | +$88.9 萬 | 2.2%2.0% | +0.15 |
| VLOValero Energy Corp | 減碼歷史 | 36,21736,975 | −758−2.1% | $567.7 萬$631.1 萬 | −$11.9 萬 | 2.1%2.3% | −0.24 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 10,13510,178 | −43−0.4% | $560.5 萬$591.6 萬 | −$2.38 萬 | 2.0%2.2% | −0.12 |
| JNJJohnson & Johnson | 加碼歷史 | 36,43833,344 | +3,094+9.3% | $532.6 萬$527.5 萬 | +$45.2 萬 | 1.9%1.9% | +0.01 |
| AMTAmerican Tower Corp | 加碼歷史 | 26,02323,935 | +2,088+8.7% | $505.8 萬$472.9 萬 | +$40.6 萬 | 1.8%1.7% | +0.11 |
| LMTLockheed Martin Corp | 加碼歷史 | 10,70110,526 | +175+1.7% | $499.9 萬$478.8 萬 | +$8.17 萬 | 1.8%1.7% | +0.07 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 9,4088,661 | +747+8.6% | $479.1 萬$428.5 萬 | +$38.0 萬 | 1.7%1.6% | +0.18 |
| VVisa Inc. | 加碼歷史 | 17,09517,068 | +27+0.2% | $448.7 萬$476.3 萬 | +$7,086.83 | 1.6%1.7% | −0.11 |
| AAgilent Technologies, Inc. | 加碼歷史 | 34,06033,762 | +298+0.9% | $441.5 萬$491.3 萬 | +$3.86 萬 | 1.6%1.8% | −0.19 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 150,857155,347 | −4,490−2.9% | $308.5 萬$317.4 萬 | −$9.18 萬 | 1.1%1.2% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J791 | 減碼– | 157,390161,475 | −4,085−2.5% | $301.8 萬$310.2 萬 | −$7.83 萬 | 1.1%1.1% | −0.04 |
| CTVACorteva, Inc. | 加碼歷史 | 55,67750,167 | +5,510+11.0% | $300.3 萬$289.3 萬 | +$29.7 萬 | 1.1%1.1% | +0.04 |
| Invesco Exch TRD SLF Idx FD46138J783 | 減碼– | 153,640155,013 | −1,373−0.9% | $295.3 萬$299.0 萬 | −$2.64 萬 | 1.1%1.1% | −0.02 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 13,41013,917 | −507−3.6% | $271.2 萬$278.8 萬 | −$10.3 萬 | 1.0%1.0% | −0.03 |
| CSGPCostar Group, Inc. | 加碼歷史 | 36,25536,083 | +172+0.5% | $268.8 萬$348.6 萬 | +$1.28 萬 | 1.0%1.3% | −0.30 |
| LOWLowes Companies Inc | 加碼歷史 | 11,89510,284 | +1,611+15.7% | $262.2 萬$262.0 萬 | +$35.5 萬 | 1.0%1.0% | 0.00 |
| RTXRTX Corp | 減碼歷史 | 23,81225,936 | −2,124−8.2% | $239.0 萬$253.0 萬 | −$21.3 萬 | 0.9%0.9% | −0.05 |
| EQIXEquinix Inc | 加碼歷史 | 2,8262,178 | +648+29.8% | $213.8 萬$179.8 萬 | +$49.0 萬 | 0.8%0.7% | +0.12 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $208.3 萬$202.4 萬 | $0 | 0.8%0.7% | +0.02 |
| PHParker-Hannifin Corp | 減碼歷史 | 4,0814,119 | −38−0.9% | $206.4 萬$228.9 萬 | −$1.92 萬 | 0.8%0.8% | −0.09 |
| SOSouthern Co | 減碼歷史 | 25,54826,714 | −1,166−4.4% | $198.2 萬$191.6 萬 | −$9.04 萬 | 0.7%0.7% | +0.02 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 86,48690,298 | −3,812−4.2% | $198.1 萬$207.2 萬 | −$8.73 萬 | 0.7%0.8% | −0.04 |
| DISWalt Disney Co | 加碼歷史 | 19,92711,680 | +8,247+70.6% | $197.9 萬$142.9 萬 | +$81.9 萬 | 0.7%0.5% | +0.20 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 30,16339,371 | −9,208−23.4% | $193.8 萬$244.3 萬 | −$59.2 萬 | 0.7%0.9% | −0.19 |
| Invesco Exch TRD SLF Idx FD46138J833 | 減碼– | 85,08091,771 | −6,691−7.3% | $193.3 萬$208.6 萬 | −$15.2 萬 | 0.7%0.8% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 83,63985,723 | −2,084−2.4% | $192.9 萬$198.7 萬 | −$4.81 萬 | 0.7%0.7% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J585 | 減碼– | 85,94986,623 | −674−0.8% | $189.8 萬$192.7 萬 | −$1.49 萬 | 0.7%0.7% | −0.01 |
| SBUXStarbucks Corp | 加碼歷史 | 22,91319,321 | +3,592+18.6% | $178.4 萬$176.6 萬 | +$28.0 萬 | 0.6%0.6% | 0.00 |
| CMCSAComcast Corp | 加碼歷史 | 40,42828,802 | +11,626+40.4% | $158.3 萬$124.9 萬 | +$45.5 萬 | 0.6%0.5% | +0.12 |
| XYLXylem Inc. | 減碼歷史 | 9,6769,807 | −131−1.3% | $131.2 萬$126.7 萬 | −$1.78 萬 | 0.5%0.5% | +0.01 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,2964,336 | −40−0.9% | $124.6 萬$122.5 萬 | −$1.16 萬 | 0.5%0.4% | +0.01 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $122.4 萬$126.9 萬 | $0 | 0.4%0.5% | −0.02 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 4,6394,323 | +316+7.3% | $119.7 萬$104.7 萬 | +$8.15 萬 | 0.4%0.4% | +0.05 |
| ACNAccenture plc | 加碼歷史 | 3,8491,251 | +2,598+207.7% | $116.8 萬$43.4 萬 | +$78.8 萬 | 0.4%0.2% | +0.27 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 11,4067,265 | +4,141+57.0% | $108.6 萬$62.5 萬 | +$39.4 萬 | 0.4%0.2% | +0.17 |
| IBMInternational Business Machines Corp | 減碼歷史 | 6,08411,520 | −5,436−47.2% | $105.2 萬$220.0 萬 | −$94.0 萬 | 0.4%0.8% | −0.42 |
| CLColgate Palmolive Co | 減碼歷史 | 9,43710,013 | −576−5.8% | $91.6 萬$90.2 萬 | −$5.59 萬 | 0.3%0.3% | 0.00 |
| WMTWalmart Inc. | 減碼歷史 | 12,68112,881 | −200−1.6% | $85.9 萬$77.5 萬 | −$1.35 萬 | 0.3%0.3% | +0.03 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 3,4503,507 | −57−1.6% | $82.3 萬$87.6 萬 | −$1.36 萬 | 0.3%0.3% | −0.02 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 12,73115,338 | −2,607−17.0% | $74.5 萬$93.2 萬 | −$15.3 萬 | 0.3%0.3% | −0.07 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,0082,008 | 00.0% | $73.2 萬$67.7 萬 | $0 | 0.3%0.2% | +0.02 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,4992,499 | 00.0% | $65.5 萬$68.7 萬 | $0 | 0.2%0.3% | −0.01 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $61.3 萬$62.0 萬 | $0 | 0.2%0.2% | 0.00 |
| ROKRockwell Automation, Inc | 加碼歷史 | 2,0281,847 | +181+9.8% | $55.8 萬$53.8 萬 | +$4.98 萬 | 0.2%0.2% | +0.01 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 4,6555,826 | −1,171−20.1% | $49.6 萬$64.4 萬 | −$12.5 萬 | 0.2%0.2% | −0.05 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 9,09225,187 | −16,095−63.9% | $43.2 萬$125.7 萬 | −$76.5 萬 | 0.2%0.5% | −0.30 |
| NOCNorthrop Grumman Corp | 新進歷史 | 8980 | +898 | $39.1 萬$0 | +$39.1 萬 | 0.1%0.0% | +0.14 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $34.2 萬$35.3 萬 | $0 | 0.1%0.1% | 0.00 |
| TXNTexas Instruments Inc | 減碼歷史 | 1,7402,562 | −822−32.1% | $33.8 萬$44.6 萬 | −$16.0 萬 | 0.1%0.2% | −0.04 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 2,4020 | +2,402 | $31.0 萬$0 | +$31.0 萬 | 0.1%0.0% | +0.11 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $28.8 萬$29.5 萬 | $0 | 0.1%0.1% | 0.00 |
| CATCaterpillar Inc | 減碼歷史 | 860892 | −32−3.6% | $28.6 萬$32.7 萬 | −$1.07 萬 | 0.1%0.1% | −0.02 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 2,4092,256 | +153+6.8% | $27.7 萬$26.2 萬 | +$1.76 萬 | 0.1%0.1% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 629629 | 00.0% | $25.6 萬$26.5 萬 | $0 | 0.1%0.1% | 0.00 |
| MCDMcDonalds Corp | 加碼歷史 | 928811 | +117+14.4% | $23.6 萬$22.9 萬 | +$2.98 萬 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 新進歷史 | 1,9100 | +1,910 | $23.6 萬$0 | +$23.6 萬 | 0.1%0.0% | +0.09 |
| ORCLOracle Corp | 新進歷史 | 1,5100 | +1,510 | $21.3 萬$0 | +$21.3 萬 | 0.1%0.0% | +0.08 |
| SPGIS&P Global Inc. | 清倉歷史 | 01,171 | −1,171−100.0% | $0$49.8 萬 | −$49.8 萬 | 0.0%0.2% | −0.18 |
| JLLJones Lang Lasalle Inc | 清倉歷史 | 01,253 | −1,253−100.0% | $0$24.4 萬 | −$24.4 萬 | 0.0%0.1% | −0.09 |
| AMATApplied Materials Inc | 清倉歷史 | 01,063 | −1,063−100.0% | $0$21.9 萬 | −$21.9 萬 | 0.0%0.1% | −0.08 |
| WMWaste Management Inc | 清倉歷史 | 01,005 | −1,005−100.0% | $0$21.4 萬 | −$21.4 萬 | 0.0%0.1% | −0.08 |
| MDTMedtronic plc | 清倉歷史 | 02,344 | −2,344−100.0% | $0$20.4 萬 | −$20.4 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。