S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 75
- 較 2024 年第 3 季 +2
- 總值
- $3.00 億
- 較 2024 年第 3 季 −$198.1 萬 (−0.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 63,485 | $1,590 萬 | 5.3% | −2,276−3.5% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 171,268 | $1,588 萬 | 5.3% | +23,544+15.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 70,034 | $1,536 萬 | 5.1% | −5,477−7.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,804 | $1,160 萬 | 3.9% | +1,425+7.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,819 | $1,130 萬 | 3.8% | +1,347+5.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,884 | $1,115 萬 | 3.7% | −1,511−2.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 262,653 | $1,114 萬 | 3.7% | −11,912−4.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 155,058 | $1,112 萬 | 3.7% | +15,138+10.8% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 78,260 | $1,027 萬 | 3.4% | −7,834−9.1% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 136,566 | $1,024 萬 | 3.4% | +19,017+16.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 44,354 | $1,002 萬 | 3.3% | −2,268−4.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 184,116 | $880.6 萬 | 2.9% | −9,670−5.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,741 | $800.9 萬 | 2.7% | −524−5.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 13,007 | $684.9 萬 | 2.3% | −972−7.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 58,958 | $634.2 萬 | 2.1% | +7,973+15.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,914 | $619.0 萬 | 2.1% | −1,138−6.7% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 42,587 | $572.1 萬 | 1.9% | +4,805+12.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 13,438 | $562.6 萬 | 1.9% | −542−3.9% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,626 | $552.8 萬 | 1.8% | +618+6.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 96,103 | $547.4 萬 | 1.8% | +33,886+54.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,685 | $540.5 萬 | 1.8% | +918+9.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 63,104 | $533.5 萬 | 1.8% | +49,761+372.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 36,720 | $531.0 萬 | 1.8% | −1,340−3.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,689 | $527.4 萬 | 1.8% | −805−4.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 27,644 | $507.0 萬 | 1.7% | +3,460+14.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,797 | $476.1 萬 | 1.6% | +461+4.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 34,989 | $428.9 萬 | 1.4% | −504−1.4% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 16,916 | $396.4 萬 | 1.3% | −25,607−60.2% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 48,345 | $346.1 萬 | 1.2% | +3,184+7.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 170,404 | $331.9 萬 | 1.1% | +8,080+5.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 169,454 | $329.2 萬 | 1.1% | +6,593+4.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 12,560 | $310.0 萬 | 1.0% | +97+0.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,341 | $295.8 萬 | 1.0% | −617−4.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 22,410 | $259.3 萬 | 0.9% | −296−1.3% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,747 | $259.0 萬 | 0.9% | −180−6.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 136,621 | $250.6 萬 | 0.8% | +136,621 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 124,370 | $250.4 萬 | 0.8% | +124,370 | 新進 | – |
| PHParker-Hannifin Corp | Stock | 3,770 | $239.8 萬 | 0.8% | −151−3.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 101,056 | $234.2 萬 | 0.8% | −1,928−1.9% | 減碼依 3 比 1 拆股換算 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $225.7 萬 | 0.8% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 22,736 | $207.5 萬 | 0.7% | −2,037−8.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 24,951 | $205.4 萬 | 0.7% | −43−0.2% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,942 | $201.3 萬 | 0.7% | +1,559+29.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 48,309 | $181.3 萬 | 0.6% | +5,795+13.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,905 | $177.0 萬 | 0.6% | +3,147+415.2% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 77,329 | $173.2 萬 | 0.6% | −13,009−14.4% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 70,843 | $164.9 萬 | 0.6% | −15,843−18.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 71,438 | $164.8 萬 | 0.6% | −15,893−18.2% | 減碼 | – |
| ACNAccenture plc | Stock | 4,020 | $141.4 萬 | 0.5% | −308−7.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,348 | $139.6 萬 | 0.5% | +126+2.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,736 | $125.8 萬 | 0.4% | +3,059+65.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,626 | $121.9 萬 | 0.4% | +445+10.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 55,796 | $121.0 萬 | 0.4% | +55,796 | 新進 | – |
| WMTWalmart Inc. | Stock | 10,936 | $98.8 萬 | 0.3% | −843−7.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,350 | $98.1 萬 | 0.3% | −118−3.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,513 | $90.4 萬 | 0.3% | −15−0.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 8,719 | $79.3 萬 | 0.3% | −120−1.4% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,463 | $77.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,634 | $76.4 萬 | 0.3% | +1,662+171.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,854 | $74.5 萬 | 0.2% | −3−0.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 33,641 | $69.5 萬 | 0.2% | −119,180−78.0% | 減碼 | – |
| DISWalt Disney Co | Stock | 5,820 | $64.8 萬 | 0.2% | −20,250−77.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,369 | $64.3 萬 | 0.2% | +296+27.6% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,537 | $63.8 萬 | 0.2% | +28+0.5% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 1,957 | $55.9 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $53.2 萬 | 0.2% | −221−11.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,950 | $49.8 萬 | 0.2% | +3,950 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 6,570 | $49.7 萬 | 0.2% | +6,570 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 4,179 | $48.5 萬 | 0.2% | −690−14.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 919 | $45.8 萬 | 0.2% | +919 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,505 | $33.6 萬 | 0.1% | −654−20.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,709 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,305 | $21.9 萬 | 0.1% | +19+1.5% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（4 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。