S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2024 年第 2 季到 2024 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 +$147.5 萬
- 加碼
- 38 檔
- 估計 +$2,140 萬
- 減碼
- 26 檔
- 估計 −$976.0 萬
- 清倉
- 4 檔
- 估計 −$938.2 萬
總值從 $2.75 億變成 $3.02 億（+$2,653 萬 (+9.6%)），持股從 74 檔變成 73 檔（−1）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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 | 65,76168,392 | −2,631−3.8% | $1,532 萬$1,440 萬 | −$61.3 萬 | 5.1%5.2% | −0.16 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 147,724102,447 | +45,277+44.2% | $1,432 萬$887.3 萬 | +$439.0 萬 | 4.7%3.2% | +1.52 |
| AMZNAmazon Com Inc | 加碼歷史 | 75,51175,468 | +43+0.1% | $1,407 萬$1,458 萬 | +$8,012.22 | 4.7%5.3% | −0.64 |
| NEENextera Energy Inc | 減碼歷史 | 139,920162,022 | −22,102−13.6% | $1,183 萬$1,147 萬 | −$186.8 萬 | 3.9%4.2% | −0.25 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 117,54973,240 | +44,309+60.5% | $1,172 萬$779.3 萬 | +$441.7 萬 | 3.9%2.8% | +1.05 |
| ENBEnbridge Inc | 減碼歷史 | 274,565284,190 | −9,625−3.4% | $1,115 萬$1,011 萬 | −$39.1 萬 | 3.7%3.7% | +0.02 |
| MSFTMicrosoft Corp | 加碼歷史 | 25,47224,899 | +573+2.3% | $1,096 萬$1,113 萬 | +$24.7 萬 | 3.6%4.0% | −0.41 |
| ECLEcolab Inc. | 減碼歷史 | 42,52344,567 | −2,044−4.6% | $1,086 萬$1,061 萬 | −$52.2 萬 | 3.6%3.9% | −0.26 |
| CBRECbre Group, Inc. | 減碼歷史 | 86,09498,656 | −12,562−12.7% | $1,072 萬$879.1 萬 | −$156.4 萬 | 3.6%3.2% | +0.36 |
| METAMeta Platforms, Inc. | 減碼歷史 | 18,37919,495 | −1,116−5.7% | $1,052 萬$983.0 萬 | −$63.9 萬 | 3.5%3.6% | −0.09 |
| GOOGLAlphabet Inc. | 減碼歷史 | 60,39560,519 | −124−0.2% | $1,002 萬$1,102 萬 | −$2.06 萬 | 3.3%4.0% | −0.69 |
| HONHoneywell International Inc | 加碼歷史 | 46,62241,450 | +5,172+12.5% | $963.7 萬$885.1 萬 | +$106.9 萬 | 3.2%3.2% | −0.02 |
| USBUS Bancorp DE | 減碼歷史 | 193,786197,030 | −3,244−1.6% | $886.2 萬$782.2 萬 | −$14.8 萬 | 2.9%2.8% | +0.09 |
| COSTCostco Wholesale Corp | 減碼歷史 | 9,26510,308 | −1,043−10.1% | $821.4 萬$876.1 萬 | −$92.5 萬 | 2.7%3.2% | −0.46 |
| HDHome Depot, Inc. | 減碼歷史 | 17,05217,610 | −558−3.2% | $690.9 萬$606.2 萬 | −$22.6 萬 | 2.3%2.2% | +0.09 |
| MAMastercard Inc | 加碼歷史 | 13,97913,469 | +510+3.8% | $690.3 萬$594.2 萬 | +$25.2 萬 | 2.3%2.2% | +0.13 |
| LINLinde PLC | 減碼歷史 | 13,98014,311 | −331−2.3% | $666.7 萬$628.0 萬 | −$15.8 萬 | 2.2%2.3% | −0.07 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 10,00810,135 | −127−1.3% | $619.0 萬$560.5 萬 | −$7.86 萬 | 2.1%2.0% | +0.01 |
| JNJJohnson & Johnson | 加碼歷史 | 38,06036,438 | +1,622+4.5% | $616.8 萬$532.6 萬 | +$26.3 萬 | 2.0%1.9% | +0.11 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 50,9852,409 | +48,576+2,016.4% | $597.7 萬$27.7 萬 | +$569.4 萬 | 2.0%0.1% | +1.88 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 9,7679,408 | +359+3.8% | $571.1 萬$479.1 萬 | +$21.0 萬 | 1.9%1.7% | +0.15 |
| AMTAmerican Tower Corp | 減碼歷史 | 24,18426,023 | −1,839−7.1% | $562.4 萬$505.8 萬 | −$42.8 萬 | 1.9%1.8% | +0.03 |
| AAgilent Technologies, Inc. | 加碼歷史 | 37,78234,060 | +3,722+10.9% | $561.0 萬$441.5 萬 | +$55.3 萬 | 1.9%1.6% | +0.25 |
| LMTLockheed Martin Corp | 減碼歷史 | 9,33610,701 | −1,365−12.8% | $545.7 萬$499.9 萬 | −$79.8 萬 | 1.8%1.8% | −0.01 |
| VVisa Inc. | 加碼歷史 | 17,49417,095 | +399+2.3% | $481.0 萬$448.7 萬 | +$11.0 萬 | 1.6%1.6% | −0.04 |
| VLOValero Energy Corp | 減碼歷史 | 35,49336,217 | −724−2.0% | $479.3 萬$567.7 萬 | −$9.78 萬 | 1.6%2.1% | −0.47 |
| CTVACorteva, Inc. | 加碼歷史 | 62,21755,677 | +6,540+11.7% | $365.8 萬$300.3 萬 | +$38.4 萬 | 1.2%1.1% | +0.12 |
| CSGPCostar Group, Inc. | 加碼歷史 | 45,16136,255 | +8,906+24.6% | $340.7 萬$268.8 萬 | +$67.2 萬 | 1.1%1.0% | +0.15 |
| LOWLowes Companies Inc | 加碼歷史 | 12,46311,895 | +568+4.8% | $337.6 萬$262.2 萬 | +$15.4 萬 | 1.1%1.0% | +0.17 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 162,324153,640 | +8,684+5.7% | $320.1 萬$295.3 萬 | +$17.1 萬 | 1.1%1.1% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 162,861157,390 | +5,471+3.5% | $318.6 萬$301.8 萬 | +$10.7 萬 | 1.1%1.1% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J825 | 加碼– | 152,821150,857 | +1,964+1.3% | $315.6 萬$308.5 萬 | +$4.06 萬 | 1.0%1.1% | −0.08 |
| RTXRTX Corp | 減碼歷史 | 22,70623,812 | −1,106−4.6% | $275.1 萬$239.0 萬 | −$13.4 萬 | 0.9%0.9% | +0.04 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 12,95813,410 | −452−3.4% | $273.2 萬$271.2 萬 | −$9.53 萬 | 0.9%1.0% | −0.08 |
| EQIXEquinix Inc | 加碼歷史 | 2,9272,826 | +101+3.6% | $259.8 萬$213.8 萬 | +$8.96 萬 | 0.9%0.8% | +0.08 |
| DISWalt Disney Co | 加碼歷史 | 26,07019,927 | +6,143+30.8% | $250.8 萬$197.9 萬 | +$59.1 萬 | 0.8%0.7% | +0.11 |
| PHParker-Hannifin Corp | 減碼歷史 | 3,9214,081 | −160−3.9% | $247.7 萬$206.4 萬 | −$10.1 萬 | 0.8%0.8% | +0.07 |
| SBUXStarbucks Corp | 加碼歷史 | 24,77322,913 | +1,860+8.1% | $241.5 萬$178.4 萬 | +$18.1 萬 | 0.8%0.6% | +0.15 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 34,32830,163 | +4,165+13.8% | $232.9 萬$193.8 萬 | +$28.3 萬 | 0.8%0.7% | +0.07 |
| SOSouthern Co | 減碼歷史 | 24,99425,548 | −554−2.2% | $225.4 萬$198.2 萬 | −$5.00 萬 | 0.7%0.7% | +0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $220.5 萬$208.3 萬 | $0 | 0.7%0.8% | −0.03 |
| Invesco Exch TRD SLF Idx FD46138J585 | 加碼– | 90,33885,949 | +4,389+5.1% | $205.1 萬$189.8 萬 | +$9.96 萬 | 0.7%0.7% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 86,68683,639 | +3,047+3.6% | $203.3 萬$192.9 萬 | +$7.15 萬 | 0.7%0.7% | −0.03 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 87,33186,486 | +845+1.0% | $201.9 萬$198.1 萬 | +$1.95 萬 | 0.7%0.7% | −0.05 |
| Invesco Exch TRD SLF Idx FD46138J833 | 加碼– | 86,90885,080 | +1,828+2.1% | $197.5 萬$193.3 萬 | +$4.15 萬 | 0.7%0.7% | −0.05 |
| CMCSAComcast Corp | 加碼歷史 | 42,51440,428 | +2,086+5.2% | $177.6 萬$158.3 萬 | +$8.71 萬 | 0.6%0.6% | +0.01 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 5,3834,639 | +744+16.0% | $160.3 萬$119.7 萬 | +$22.2 萬 | 0.5%0.4% | +0.10 |
| ACNAccenture plc | 加碼歷史 | 4,3283,849 | +479+12.4% | $153.0 萬$116.8 萬 | +$16.9 萬 | 0.5%0.4% | +0.08 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 13,34311,406 | +1,937+17.0% | $140.0 萬$108.6 萬 | +$20.3 萬 | 0.5%0.4% | +0.07 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $138.2 萬$122.4 萬 | $0 | 0.5%0.4% | +0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 6,2226,084 | +138+2.3% | $137.6 萬$105.2 萬 | +$3.05 萬 | 0.5%0.4% | +0.07 |
| GDGeneral Dynamics Corp | 減碼歷史 | 4,1814,296 | −115−2.7% | $126.3 萬$124.6 萬 | −$3.48 萬 | 0.4%0.5% | −0.03 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 3,4683,450 | +18+0.5% | $96.0 萬$82.3 萬 | +$4,981.14 | 0.3%0.3% | +0.02 |
| WMTWalmart Inc. | 減碼歷史 | 11,77912,681 | −902−7.1% | $95.1 萬$85.9 萬 | −$7.28 萬 | 0.3%0.3% | 0.00 |
| AMATApplied Materials Inc | 新進歷史 | 4,6770 | +4,677 | $94.5 萬$0 | +$94.5 萬 | 0.3%0.0% | +0.31 |
| CLColgate Palmolive Co | 減碼歷史 | 8,8399,437 | −598−6.3% | $91.8 萬$91.6 萬 | −$6.21 萬 | 0.3%0.3% | −0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 14,52812,731 | +1,797+14.1% | $90.5 萬$74.5 萬 | +$11.2 萬 | 0.3%0.3% | +0.03 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,4632,499 | −36−1.4% | $72.5 萬$65.5 萬 | −$1.06 萬 | 0.2%0.2% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 1,8572,008 | −151−7.5% | $69.7 萬$73.2 萬 | −$5.67 萬 | 0.2%0.3% | −0.03 |
| XYLXylem Inc. | 減碼歷史 | 4,8699,676 | −4,807−49.7% | $65.7 萬$131.2 萬 | −$64.9 萬 | 0.2%0.5% | −0.26 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,5094,655 | +854+18.3% | $64.4 萬$49.6 萬 | +$9.99 萬 | 0.2%0.2% | +0.03 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,073898 | +175+19.5% | $56.7 萬$39.1 萬 | +$9.24 萬 | 0.2%0.1% | +0.05 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,9931,993 | 00.0% | $54.0 萬$61.3 萬 | $0 | 0.2%0.2% | −0.04 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,9622,028 | −66−3.3% | $52.7 萬$55.8 萬 | −$1.77 萬 | 0.2%0.2% | −0.03 |
| NVDANVIDIA Corp | 加碼歷史 | 3,1591,910 | +1,249+65.4% | $38.4 萬$23.6 萬 | +$15.2 萬 | 0.1%0.1% | +0.04 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $38.2 萬$34.2 萬 | $0 | 0.1%0.1% | 0.00 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 758629 | +129+20.5% | $34.9 萬$25.6 萬 | +$5.94 萬 | 0.1%0.1% | +0.02 |
| CATCaterpillar Inc | 不變歷史 | 860860 | 00.0% | $33.6 萬$28.6 萬 | $0 | 0.1%0.1% | +0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $31.3 萬$28.8 萬 | $0 | 0.1%0.1% | 0.00 |
| TSLATesla, Inc. | 新進歷史 | 1,1750 | +1,175 | $30.7 萬$0 | +$30.7 萬 | 0.1%0.0% | +0.10 |
| MCDMcDonalds Corp | 加碼歷史 | 972928 | +44+4.7% | $29.6 萬$23.6 萬 | +$1.34 萬 | 0.1%0.1% | +0.01 |
| ORCLOracle Corp | 加碼歷史 | 1,7091,510 | +199+13.2% | $29.1 萬$21.3 萬 | +$3.39 萬 | 0.1%0.1% | +0.02 |
| PGProcter & Gamble Co | 新進歷史 | 1,2860 | +1,286 | $22.3 萬$0 | +$22.3 萬 | 0.1%0.0% | +0.07 |
| DDominion Energy, Inc | 清倉歷史 | 0169,408 | −169,408−100.0% | $0$830.1 萬 | −$830.1 萬 | 0.0%3.0% | −3.02 |
| CSCOCisco Systems, Inc. | 清倉歷史 | 09,092 | −9,092−100.0% | $0$43.2 萬 | −$43.2 萬 | 0.0%0.2% | −0.16 |
| TXNTexas Instruments Inc | 清倉歷史 | 01,740 | −1,740−100.0% | $0$33.8 萬 | −$33.8 萬 | 0.0%0.1% | −0.12 |
| AWKAmerican Water Works Company, Inc. | 清倉歷史 | 02,402 | −2,402−100.0% | $0$31.0 萬 | −$31.0 萬 | 0.0%0.1% | −0.11 |
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。