S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 73
- 較 2024 年第 4 季 −2
- 總值
- $2.97 億
- 較 2024 年第 4 季 −$287.8 萬 (−1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 64,092 | $1,424 萬 | 4.8% | +607+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,764 | $1,403 萬 | 4.7% | +3,730+5.3% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 147,027 | $1,294 萬 | 4.4% | −24,241−14.2% | 減碼 | – |
| NEENextera Energy Inc | Stock | 167,971 | $1,191 萬 | 4.0% | +12,913+8.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,665 | $1,133 萬 | 3.8% | −139−0.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,876 | $1,096 萬 | 3.7% | +11,992+20.4% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 246,821 | $1,094 萬 | 3.7% | −15,832−6.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,840 | $1,083 萬 | 3.6% | +2,021+7.5% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 91,633 | $1,072 萬 | 3.6% | +49,046+115.2% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 72,216 | $944.4 萬 | 3.2% | −6,044−7.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 80,516 | $885.6 萬 | 3.0% | +76,566+1,938.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 19,288 | $861.6 萬 | 2.9% | +9,491+96.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 200,382 | $846.0 萬 | 2.9% | +16,266+8.8% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 127,753 | $843.2 萬 | 2.8% | −8,813−6.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,231 | $778.5 萬 | 2.6% | −510−5.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 63,784 | $758.6 萬 | 2.6% | +4,826+8.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 14,455 | $673.1 萬 | 2.3% | +1,017+7.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,788 | $646.1 萬 | 2.2% | −1,219−9.4% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 96,524 | $607.4 萬 | 2.0% | +421+0.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 27,858 | $606.2 萬 | 2.0% | +214+0.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,433 | $598.8 萬 | 2.0% | +748+7.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,635 | $573.0 萬 | 1.9% | −279−1.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 23,691 | $552.5 萬 | 1.9% | +11,131+88.6% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 71,147 | $552.2 萬 | 1.9% | +8,043+12.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 10,974 | $546.1 萬 | 1.8% | +348+3.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,592 | $511.4 萬 | 1.7% | −2,097−12.6% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 33,530 | $442.8 萬 | 1.5% | −1,459−4.2% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 47,741 | $378.3 萬 | 1.3% | −604−1.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 14,252 | $361.3 萬 | 1.2% | −2,664−15.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 180,871 | $352.3 萬 | 1.2% | +11,417+6.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 176,653 | $346.1 萬 | 1.2% | +6,249+3.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 177,346 | $328.6 萬 | 1.1% | +40,725+29.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 161,479 | $328.6 萬 | 1.1% | +37,109+29.8% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 32,091 | $300.7 萬 | 1.0% | +23,372+268.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,572 | $283.9 萬 | 1.0% | −769−6.2% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 2,825 | $230.3 萬 | 0.8% | +78+2.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,085 | $226.3 萬 | 0.8% | −5,325−23.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 23,896 | $219.7 萬 | 0.7% | −1,055−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $214.0 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 94,901 | $209.5 萬 | 0.7% | −6,155−6.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,895 | $207.4 萬 | 0.7% | −10−0.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,789 | $200.2 萬 | 0.7% | −153−2.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 74,511 | $166.9 萬 | 0.6% | −2,818−3.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,711 | $166.9 萬 | 0.6% | +363+5.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 70,372 | $162.2 萬 | 0.5% | −1,066−1.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 69,642 | $161.5 萬 | 0.5% | −1,201−1.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 10,710 | $160.6 萬 | 0.5% | +10,710 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 72,290 | $156.4 萬 | 0.5% | +16,494+29.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 10,479 | $152.1 萬 | 0.5% | +2,743+35.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,212 | $131.4 萬 | 0.4% | +192+4.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,078 | $105.6 萬 | 0.4% | +1,159+126.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,064 | $93.6 萬 | 0.3% | −286−8.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,183 | $89.4 萬 | 0.3% | −753−6.9% | 減碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,399 | $81.1 萬 | 0.3% | −64−2.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,497 | $78.8 萬 | 0.3% | −1,016−7.0% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,442 | $73.8 萬 | 0.2% | +73+5.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,822 | $65.8 萬 | 0.2% | −32−1.7% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,042 | $64.4 萬 | 0.2% | −41,312−93.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,596 | $58.5 萬 | 0.2% | +59+1.1% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,566 | $54.6 萬 | 0.2% | −17,170−75.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,445 | $53.7 萬 | 0.2% | −375−6.4% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 4,158 | $49.7 萬 | 0.2% | −21−0.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,900 | $49.1 萬 | 0.2% | −57−2.9% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,163 | $36.9 萬 | 0.1% | +858+65.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,983 | $32.3 萬 | 0.1% | +478+19.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $31.0 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 891 | $24.3 萬 | 0.1% | −3,735−80.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,709 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,602 | $22.2 萬 | 0.1% | +3,602 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 655 | $20.5 萬 | 0.1% | −1,979−75.1% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,372 | $20.2 萬 | 0.1% | +1,372 | 新進 | 歷史 |
2024 年第 4 季之後清倉（5 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 36,720 | $531.0 萬 | 1.8% | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,770 | $239.8 萬 | 0.8% | 歷史 |
| CMCSAComcast Corp | Stock | 48,309 | $181.3 萬 | 0.6% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 33,641 | $69.5 萬 | 0.2% | – |
| NKENIKE, Inc. | Stock | 6,570 | $49.7 萬 | 0.2% | 歷史 |