S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2024 年第 3 季到 2024 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 +$767.2 萬
- 加碼
- 27 檔
- 估計 +$1,928 萬
- 減碼
- 37 檔
- 估計 −$1,963 萬
- 清倉
- 4 檔
- 估計 −$400.1 萬
總值從 $3.02 億變成 $3.00 億（−$198.1 萬 (−0.7%)），持股從 73 檔變成 75 檔（+2）。
2024 年第 4 季全部持倉2024 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 4 季，下面灰字是 2024 年第 3 季。兩季之間拆股的股票，2024 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 | 63,48565,761 | −2,276−3.5% | $1,590 萬$1,532 萬 | −$57.0 萬 | 5.3%5.1% | +0.23 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 171,268147,724 | +23,544+15.9% | $1,588 萬$1,432 萬 | +$218.3 萬 | 5.3%4.7% | +0.55 |
| AMZNAmazon Com Inc | 減碼歷史 | 70,03475,511 | −5,477−7.3% | $1,536 萬$1,407 萬 | −$120.2 萬 | 5.1%4.7% | +0.46 |
| METAMeta Platforms, Inc. | 加碼歷史 | 19,80418,379 | +1,425+7.8% | $1,160 萬$1,052 萬 | +$83.4 萬 | 3.9%3.5% | +0.38 |
| MSFTMicrosoft Corp | 加碼歷史 | 26,81925,472 | +1,347+5.3% | $1,130 萬$1,096 萬 | +$56.8 萬 | 3.8%3.6% | +0.14 |
| GOOGLAlphabet Inc. | 減碼歷史 | 58,88460,395 | −1,511−2.5% | $1,115 萬$1,002 萬 | −$28.6 萬 | 3.7%3.3% | +0.40 |
| ENBEnbridge Inc | 減碼歷史 | 262,653274,565 | −11,912−4.3% | $1,114 萬$1,115 萬 | −$50.5 萬 | 3.7%3.7% | +0.02 |
| NEENextera Energy Inc | 加碼歷史 | 155,058139,920 | +15,138+10.8% | $1,112 萬$1,183 萬 | +$108.5 萬 | 3.7%3.9% | −0.21 |
| CBRECbre Group, Inc. | 減碼歷史 | 78,26086,094 | −7,834−9.1% | $1,027 萬$1,072 萬 | −$102.9 萬 | 3.4%3.6% | −0.12 |
| ELEstee Lauder Companies Inc | 加碼歷史 | 136,566117,549 | +19,017+16.2% | $1,024 萬$1,172 萬 | +$142.6 萬 | 3.4%3.9% | −0.47 |
| HONHoneywell International Inc | 減碼歷史 | 44,35446,622 | −2,268−4.9% | $1,002 萬$963.7 萬 | −$51.2 萬 | 3.3%3.2% | +0.15 |
| USBUS Bancorp DE | 減碼歷史 | 184,116193,786 | −9,670−5.0% | $880.6 萬$886.2 萬 | −$46.3 萬 | 2.9%2.9% | 0.00 |
| COSTCostco Wholesale Corp | 減碼歷史 | 8,7419,265 | −524−5.7% | $800.9 萬$821.4 萬 | −$48.0 萬 | 2.7%2.7% | −0.05 |
| MAMastercard Inc | 減碼歷史 | 13,00713,979 | −972−7.0% | $684.9 萬$690.3 萬 | −$51.2 萬 | 2.3%2.3% | 0.00 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 58,95850,985 | +7,973+15.6% | $634.2 萬$597.7 萬 | +$85.8 萬 | 2.1%2.0% | +0.14 |
| HDHome Depot, Inc. | 減碼歷史 | 15,91417,052 | −1,138−6.7% | $619.0 萬$690.9 萬 | −$44.3 萬 | 2.1%2.3% | −0.22 |
| AAgilent Technologies, Inc. | 加碼歷史 | 42,58737,782 | +4,805+12.7% | $572.1 萬$561.0 萬 | +$64.6 萬 | 1.9%1.9% | +0.05 |
| LINLinde PLC | 減碼歷史 | 13,43813,980 | −542−3.9% | $562.6 萬$666.7 萬 | −$22.7 萬 | 1.9%2.2% | −0.33 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 10,62610,008 | +618+6.2% | $552.8 萬$619.0 萬 | +$32.1 萬 | 1.8%2.1% | −0.21 |
| CTVACorteva, Inc. | 加碼歷史 | 96,10362,217 | +33,886+54.5% | $547.4 萬$365.8 萬 | +$193.0 萬 | 1.8%1.2% | +0.61 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 10,6859,767 | +918+9.4% | $540.5 萬$571.1 萬 | +$46.4 萬 | 1.8%1.9% | −0.09 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 63,10413,343 | +49,761+372.9% | $533.5 萬$140.0 萬 | +$420.7 萬 | 1.8%0.5% | +1.32 |
| JNJJohnson & Johnson | 減碼歷史 | 36,72038,060 | −1,340−3.5% | $531.0 萬$616.8 萬 | −$19.4 萬 | 1.8%2.0% | −0.27 |
| VVisa Inc. | 減碼歷史 | 16,68917,494 | −805−4.6% | $527.4 萬$481.0 萬 | −$25.4 萬 | 1.8%1.6% | +0.17 |
| AMTAmerican Tower Corp | 加碼歷史 | 27,64424,184 | +3,460+14.3% | $507.0 萬$562.4 萬 | +$63.5 萬 | 1.7%1.9% | −0.17 |
| LMTLockheed Martin Corp | 加碼歷史 | 9,7979,336 | +461+4.9% | $476.1 萬$545.7 萬 | +$22.4 萬 | 1.6%1.8% | −0.22 |
| VLOValero Energy Corp | 減碼歷史 | 34,98935,493 | −504−1.4% | $428.9 萬$479.3 萬 | −$6.18 萬 | 1.4%1.6% | −0.16 |
| ECLEcolab Inc. | 減碼歷史 | 16,91642,523 | −25,607−60.2% | $396.4 萬$1,086 萬 | −$600.0 萬 | 1.3%3.6% | −2.28 |
| CSGPCostar Group, Inc. | 加碼歷史 | 48,34545,161 | +3,184+7.1% | $346.1 萬$340.7 萬 | +$22.8 萬 | 1.2%1.1% | +0.03 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 170,404162,324 | +8,080+5.0% | $331.9 萬$320.1 萬 | +$15.7 萬 | 1.1%1.1% | +0.05 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 169,454162,861 | +6,593+4.0% | $329.2 萬$318.6 萬 | +$12.8 萬 | 1.1%1.1% | +0.04 |
| LOWLowes Companies Inc | 加碼歷史 | 12,56012,463 | +97+0.8% | $310.0 萬$337.6 萬 | +$2.39 萬 | 1.0%1.1% | −0.08 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 12,34112,958 | −617−4.8% | $295.8 萬$273.2 萬 | −$14.8 萬 | 1.0%0.9% | +0.08 |
| RTXRTX Corp | 減碼歷史 | 22,41022,706 | −296−1.3% | $259.3 萬$275.1 萬 | −$3.43 萬 | 0.9%0.9% | −0.05 |
| EQIXEquinix Inc | 減碼歷史 | 2,7472,927 | −180−6.1% | $259.0 萬$259.8 萬 | −$17.0 萬 | 0.9%0.9% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J577 | 新進– | 136,6210 | +136,621 | $250.6 萬$0 | +$250.6 萬 | 0.8%0.0% | +0.84 |
| Invesco Exch TRD SLF Idx FD46138J643 | 新進– | 124,3700 | +124,370 | $250.4 萬$0 | +$250.4 萬 | 0.8%0.0% | +0.84 |
| PHParker-Hannifin Corp | 減碼歷史 | 3,7703,921 | −151−3.9% | $239.8 萬$247.7 萬 | −$9.60 萬 | 0.8%0.8% | −0.02 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼依 3 比 1 拆股換算– | 101,056102,984 | −1,928−1.9% | $234.2 萬$232.9 萬 | −$4.47 萬 | 0.8%0.8% | +0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $225.7 萬$220.5 萬 | $0 | 0.8%0.7% | +0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 22,73624,773 | −2,037−8.2% | $207.5 萬$241.5 萬 | −$18.6 萬 | 0.7%0.8% | −0.11 |
| SOSouthern Co | 減碼歷史 | 24,95124,994 | −43−0.2% | $205.4 萬$225.4 萬 | −$3,539.72 | 0.7%0.7% | −0.06 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 6,9425,383 | +1,559+29.0% | $201.3 萬$160.3 萬 | +$45.2 萬 | 0.7%0.5% | +0.14 |
| CMCSAComcast Corp | 加碼歷史 | 48,30942,514 | +5,795+13.6% | $181.3 萬$177.6 萬 | +$21.7 萬 | 0.6%0.6% | +0.02 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 3,905758 | +3,147+415.2% | $177.0 萬$34.9 萬 | +$142.6 萬 | 0.6%0.1% | +0.48 |
| Invesco Exch TRD SLF Idx FD46138J585 | 減碼– | 77,32990,338 | −13,009−14.4% | $173.2 萬$205.1 萬 | −$29.1 萬 | 0.6%0.7% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 70,84386,686 | −15,843−18.3% | $164.9 萬$203.3 萬 | −$36.9 萬 | 0.6%0.7% | −0.12 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 71,43887,331 | −15,893−18.2% | $164.8 萬$201.9 萬 | −$36.7 萬 | 0.6%0.7% | −0.12 |
| ACNAccenture plc | 減碼歷史 | 4,0204,328 | −308−7.1% | $141.4 萬$153.0 萬 | −$10.8 萬 | 0.5%0.5% | −0.04 |
| IBMInternational Business Machines Corp | 加碼歷史 | 6,3486,222 | +126+2.0% | $139.6 萬$137.6 萬 | +$2.77 萬 | 0.5%0.5% | +0.01 |
| AMATApplied Materials Inc | 加碼歷史 | 7,7364,677 | +3,059+65.4% | $125.8 萬$94.5 萬 | +$49.8 萬 | 0.4%0.3% | +0.11 |
| GDGeneral Dynamics Corp | 加碼歷史 | 4,6264,181 | +445+10.6% | $121.9 萬$126.3 萬 | +$11.7 萬 | 0.4%0.4% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J452 | 新進– | 55,7960 | +55,796 | $121.0 萬$0 | +$121.0 萬 | 0.4%0.0% | +0.40 |
| WMTWalmart Inc. | 減碼歷史 | 10,93611,779 | −843−7.2% | $98.8 萬$95.1 萬 | −$7.62 萬 | 0.3%0.3% | +0.01 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 3,3503,468 | −118−3.4% | $98.1 萬$96.0 萬 | −$3.45 萬 | 0.3%0.3% | +0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 14,51314,528 | −15−0.1% | $90.4 萬$90.5 萬 | −$934.62 | 0.3%0.3% | 0.00 |
| CLColgate Palmolive Co | 減碼歷史 | 8,7198,839 | −120−1.4% | $79.3 萬$91.8 萬 | −$1.09 萬 | 0.3%0.3% | −0.04 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,4632,463 | 00.0% | $77.2 萬$72.5 萬 | $0 | 0.3%0.2% | +0.02 |
| MCDMcDonalds Corp | 加碼歷史 | 2,634972 | +1,662+171.0% | $76.4 萬$29.6 萬 | +$48.2 萬 | 0.3%0.1% | +0.16 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 1,8541,857 | −3−0.2% | $74.5 萬$69.7 萬 | −$1,204.74 | 0.2%0.2% | +0.02 |
| Invesco Exch TRD SLF Idx FD46138J825 | 減碼– | 33,641152,821 | −119,180−78.0% | $69.5 萬$315.6 萬 | −$246.1 萬 | 0.2%1.0% | −0.81 |
| DISWalt Disney Co | 減碼歷史 | 5,82026,070 | −20,250−77.7% | $64.8 萬$250.8 萬 | −$225.5 萬 | 0.2%0.8% | −0.62 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,3691,073 | +296+27.6% | $64.3 萬$56.7 萬 | +$13.9 萬 | 0.2%0.2% | +0.03 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,5375,509 | +28+0.5% | $63.8 萬$64.4 萬 | +$3,225.98 | 0.2%0.2% | 0.00 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,9571,962 | −5−0.3% | $55.9 萬$52.7 萬 | −$1,428.59 | 0.2%0.2% | +0.01 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 1,7721,993 | −221−11.1% | $53.2 萬$54.0 萬 | −$6.64 萬 | 0.2%0.2% | 0.00 |
| UPSUnited Parcel Service Inc | 新進歷史 | 3,9500 | +3,950 | $49.8 萬$0 | +$49.8 萬 | 0.2%0.0% | +0.17 |
| NKENIKE, Inc. | 新進歷史 | 6,5700 | +6,570 | $49.7 萬$0 | +$49.7 萬 | 0.2%0.0% | +0.17 |
| XYLXylem Inc. | 減碼歷史 | 4,1794,869 | −690−14.2% | $48.5 萬$65.7 萬 | −$8.01 萬 | 0.2%0.2% | −0.06 |
| SPGIS&P Global Inc. | 新進歷史 | 9190 | +919 | $45.8 萬$0 | +$45.8 萬 | 0.2%0.0% | +0.15 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $35.5 萬$38.2 萬 | $0 | 0.1%0.1% | −0.01 |
| NVDANVIDIA Corp | 減碼歷史 | 2,5053,159 | −654−20.7% | $33.6 萬$38.4 萬 | −$8.78 萬 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $30.5 萬$31.3 萬 | $0 | 0.1%0.1% | 0.00 |
| ORCLOracle Corp | 不變歷史 | 1,7091,709 | 00.0% | $28.5 萬$29.1 萬 | $0 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 加碼歷史 | 1,3051,286 | +19+1.5% | $21.9 萬$22.3 萬 | +$3,185.35 | 0.1%0.1% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J833 | 清倉– | 086,908 | −86,908−100.0% | $0$197.5 萬 | −$197.5 萬 | 0.0%0.7% | −0.65 |
| BRK.ABerkshire Hathaway Inc | 清倉歷史 | 02 | −2−100.0% | $0$138.2 萬 | −$138.2 萬 | 0.0%0.5% | −0.46 |
| CATCaterpillar Inc | 清倉歷史 | 0860 | −860−100.0% | $0$33.6 萬 | −$33.6 萬 | 0.0%0.1% | −0.11 |
| TSLATesla, Inc. | 清倉歷史 | 01,175 | −1,175−100.0% | $0$30.7 萬 | −$30.7 萬 | 0.0%0.1% | −0.10 |
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。