S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2024 年第 4 季到 2025 年第 1 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 +$203.0 萬
- 加碼
- 32 檔
- 估計 +$3,421 萬
- 減碼
- 33 檔
- 估計 −$2,085 萬
- 清倉
- 5 檔
- 估計 −$1,071 萬
總值從 $3.00 億變成 $2.97 億（−$287.8 萬 (−1.0%)），持股從 75 檔變成 73 檔（−2）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 年第 4 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. | 加碼歷史 | 64,09263,485 | +607+1.0% | $1,424 萬$1,590 萬 | +$13.5 萬 | 4.8%5.3% | −0.51 |
| AMZNAmazon Com Inc | 加碼歷史 | 73,76470,034 | +3,730+5.3% | $1,403 萬$1,536 萬 | +$71.0 萬 | 4.7%5.1% | −0.40 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 147,027171,268 | −24,241−14.2% | $1,294 萬$1,588 萬 | −$213.3 萬 | 4.4%5.3% | −0.94 |
| NEENextera Energy Inc | 加碼歷史 | 167,971155,058 | +12,913+8.3% | $1,191 萬$1,112 萬 | +$91.5 萬 | 4.0%3.7% | +0.30 |
| METAMeta Platforms, Inc. | 減碼歷史 | 19,66519,804 | −139−0.7% | $1,133 萬$1,160 萬 | −$8.01 萬 | 3.8%3.9% | −0.05 |
| GOOGLAlphabet Inc. | 加碼歷史 | 70,87658,884 | +11,992+20.4% | $1,096 萬$1,115 萬 | +$185.4 萬 | 3.7%3.7% | −0.03 |
| ENBEnbridge Inc | 減碼歷史 | 246,821262,653 | −15,832−6.0% | $1,094 萬$1,114 萬 | −$70.2 萬 | 3.7%3.7% | −0.03 |
| MSFTMicrosoft Corp | 加碼歷史 | 28,84026,819 | +2,021+7.5% | $1,083 萬$1,130 萬 | +$75.9 萬 | 3.6%3.8% | −0.12 |
| AAgilent Technologies, Inc. | 加碼歷史 | 91,63342,587 | +49,046+115.2% | $1,072 萬$572.1 萬 | +$573.7 萬 | 3.6%1.9% | +1.70 |
| CBRECbre Group, Inc. | 減碼歷史 | 72,21678,260 | −6,044−7.7% | $944.4 萬$1,027 萬 | −$79.0 萬 | 3.2%3.4% | −0.25 |
| UPSUnited Parcel Service Inc | 加碼歷史 | 80,5163,950 | +76,566+1,938.4% | $885.6 萬$49.8 萬 | +$842.2 萬 | 3.0%0.2% | +2.82 |
| LMTLockheed Martin Corp | 加碼歷史 | 19,2889,797 | +9,491+96.9% | $861.6 萬$476.1 萬 | +$424.0 萬 | 2.9%1.6% | +1.31 |
| USBUS Bancorp DE | 加碼歷史 | 200,382184,116 | +16,266+8.8% | $846.0 萬$880.6 萬 | +$68.7 萬 | 2.9%2.9% | −0.09 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 127,753136,566 | −8,813−6.5% | $843.2 萬$1,024 萬 | −$58.2 萬 | 2.8%3.4% | −0.58 |
| COSTCostco Wholesale Corp | 減碼歷史 | 8,2318,741 | −510−5.8% | $778.5 萬$800.9 萬 | −$48.2 萬 | 2.6%2.7% | −0.05 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 63,78458,958 | +4,826+8.2% | $758.6 萬$634.2 萬 | +$57.4 萬 | 2.6%2.1% | +0.44 |
| LINLinde PLC | 加碼歷史 | 14,45513,438 | +1,017+7.6% | $673.1 萬$562.6 萬 | +$47.4 萬 | 2.3%1.9% | +0.39 |
| MAMastercard Inc | 減碼歷史 | 11,78813,007 | −1,219−9.4% | $646.1 萬$684.9 萬 | −$66.8 萬 | 2.2%2.3% | −0.11 |
| CTVACorteva, Inc. | 加碼歷史 | 96,52496,103 | +421+0.4% | $607.4 萬$547.4 萬 | +$2.65 萬 | 2.0%1.8% | +0.22 |
| AMTAmerican Tower Corp | 加碼歷史 | 27,85827,644 | +214+0.8% | $606.2 萬$507.0 萬 | +$4.66 萬 | 2.0%1.7% | +0.35 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 11,43310,685 | +748+7.0% | $598.8 萬$540.5 萬 | +$39.2 萬 | 2.0%1.8% | +0.21 |
| HDHome Depot, Inc. | 減碼歷史 | 15,63515,914 | −279−1.8% | $573.0 萬$619.0 萬 | −$10.2 萬 | 1.9%2.1% | −0.14 |
| LOWLowes Companies Inc | 加碼歷史 | 23,69112,560 | +11,131+88.6% | $552.5 萬$310.0 萬 | +$259.6 萬 | 1.9%1.0% | +0.83 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 71,14763,104 | +8,043+12.7% | $552.2 萬$533.5 萬 | +$62.4 萬 | 1.9%1.8% | +0.08 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 10,97410,626 | +348+3.3% | $546.1 萬$552.8 萬 | +$17.3 萬 | 1.8%1.8% | 0.00 |
| VVisa Inc. | 減碼歷史 | 14,59216,689 | −2,097−12.6% | $511.4 萬$527.4 萬 | −$73.5 萬 | 1.7%1.8% | −0.04 |
| VLOValero Energy Corp | 減碼歷史 | 33,53034,989 | −1,459−4.2% | $442.8 萬$428.9 萬 | −$19.3 萬 | 1.5%1.4% | +0.06 |
| CSGPCostar Group, Inc. | 減碼歷史 | 47,74148,345 | −604−1.2% | $378.3 萬$346.1 萬 | −$4.79 萬 | 1.3%1.2% | +0.12 |
| ECLEcolab Inc. | 減碼歷史 | 14,25216,916 | −2,664−15.7% | $361.3 萬$396.4 萬 | −$67.5 萬 | 1.2%1.3% | −0.11 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 180,871169,454 | +11,417+6.7% | $352.3 萬$329.2 萬 | +$22.2 萬 | 1.2%1.1% | +0.09 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 176,653170,404 | +6,249+3.7% | $346.1 萬$331.9 萬 | +$12.2 萬 | 1.2%1.1% | +0.06 |
| Invesco Exch TRD SLF Idx FD46138J577 | 加碼– | 177,346136,621 | +40,725+29.8% | $328.6 萬$250.6 萬 | +$75.5 萬 | 1.1%0.8% | +0.27 |
| Invesco Exch TRD SLF Idx FD46138J643 | 加碼– | 161,479124,370 | +37,109+29.8% | $328.6 萬$250.4 萬 | +$75.5 萬 | 1.1%0.8% | +0.27 |
| CLColgate Palmolive Co | 加碼歷史 | 32,0918,719 | +23,372+268.1% | $300.7 萬$79.3 萬 | +$219.0 萬 | 1.0%0.3% | +0.75 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 11,57212,341 | −769−6.2% | $283.9 萬$295.8 萬 | −$18.9 萬 | 1.0%1.0% | −0.03 |
| EQIXEquinix Inc | 加碼歷史 | 2,8252,747 | +78+2.8% | $230.3 萬$259.0 萬 | +$6.36 萬 | 0.8%0.9% | −0.09 |
| RTXRTX Corp | 減碼歷史 | 17,08522,410 | −5,325−23.8% | $226.3 萬$259.3 萬 | −$70.5 萬 | 0.8%0.9% | −0.10 |
| SOSouthern Co | 減碼歷史 | 23,89624,951 | −1,055−4.2% | $219.7 萬$205.4 萬 | −$9.70 萬 | 0.7%0.7% | +0.05 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $214.0 萬$225.7 萬 | $0 | 0.7%0.8% | −0.03 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 94,901101,056 | −6,155−6.1% | $209.5 萬$234.2 萬 | −$13.6 萬 | 0.7%0.8% | −0.08 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 3,8953,905 | −10−0.3% | $207.4 萬$177.0 萬 | −$5,325.93 | 0.7%0.6% | +0.11 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 6,7896,942 | −153−2.2% | $200.2 萬$201.3 萬 | −$4.51 萬 | 0.7%0.7% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J585 | 減碼– | 74,51177,329 | −2,818−3.6% | $166.9 萬$173.2 萬 | −$6.31 萬 | 0.6%0.6% | −0.02 |
| IBMInternational Business Machines Corp | 加碼歷史 | 6,7116,348 | +363+5.7% | $166.9 萬$139.6 萬 | +$9.03 萬 | 0.6%0.5% | +0.10 |
| Invesco Exch TRD SLF Idx FD46138J817 | 減碼– | 70,37271,438 | −1,066−1.5% | $162.2 萬$164.8 萬 | −$2.46 萬 | 0.5%0.6% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 69,64270,843 | −1,201−1.7% | $161.5 萬$164.9 萬 | −$2.79 萬 | 0.5%0.6% | −0.01 |
| PEPPepsiCo Inc | 新進歷史 | 10,7100 | +10,710 | $160.6 萬$0 | +$160.6 萬 | 0.5%0.0% | +0.54 |
| Invesco Exch TRD SLF Idx FD46138J452 | 加碼– | 72,29055,796 | +16,494+29.6% | $156.4 萬$121.0 萬 | +$35.7 萬 | 0.5%0.4% | +0.12 |
| AMATApplied Materials Inc | 加碼歷史 | 10,4797,736 | +2,743+35.5% | $152.1 萬$125.8 萬 | +$39.8 萬 | 0.5%0.4% | +0.09 |
| ACNAccenture plc | 加碼歷史 | 4,2124,020 | +192+4.8% | $131.4 萬$141.4 萬 | +$5.99 萬 | 0.4%0.5% | −0.03 |
| SPGIS&P Global Inc. | 加碼歷史 | 2,078919 | +1,159+126.1% | $105.6 萬$45.8 萬 | +$58.9 萬 | 0.4%0.2% | +0.20 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 3,0643,350 | −286−8.5% | $93.6 萬$98.1 萬 | −$8.74 萬 | 0.3%0.3% | −0.01 |
| WMTWalmart Inc. | 減碼歷史 | 10,18310,936 | −753−6.9% | $89.4 萬$98.8 萬 | −$6.61 萬 | 0.3%0.3% | −0.03 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,3992,463 | −64−2.6% | $81.1 萬$77.2 萬 | −$2.16 萬 | 0.3%0.3% | +0.02 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 13,49714,513 | −1,016−7.0% | $78.8 萬$90.4 萬 | −$5.93 萬 | 0.3%0.3% | −0.04 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,4421,369 | +73+5.3% | $73.8 萬$64.3 萬 | +$3.74 萬 | 0.2%0.2% | +0.03 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 1,8221,854 | −32−1.7% | $65.8 萬$74.5 萬 | −$1.16 萬 | 0.2%0.2% | −0.03 |
| HONHoneywell International Inc | 減碼歷史 | 3,04244,354 | −41,312−93.1% | $64.4 萬$1,002 萬 | −$874.9 萬 | 0.2%3.3% | −3.13 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,5965,537 | +59+1.1% | $58.5 萬$63.8 萬 | +$6,169.3 | 0.2%0.2% | −0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 5,56622,736 | −17,170−75.5% | $54.6 萬$207.5 萬 | −$168.4 萬 | 0.2%0.7% | −0.51 |
| DISWalt Disney Co | 減碼歷史 | 5,4455,820 | −375−6.4% | $53.7 萬$64.8 萬 | −$3.70 萬 | 0.2%0.2% | −0.04 |
| XYLXylem Inc. | 減碼歷史 | 4,1584,179 | −21−0.5% | $49.7 萬$48.5 萬 | −$2,508.66 | 0.2%0.2% | +0.01 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,9001,957 | −57−2.9% | $49.1 萬$55.9 萬 | −$1.47 萬 | 0.2%0.2% | −0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,7721,772 | 00.0% | $45.1 萬$53.2 萬 | $0 | 0.2%0.2% | −0.03 |
| PGProcter & Gamble Co | 加碼歷史 | 2,1631,305 | +858+65.7% | $36.9 萬$21.9 萬 | +$14.6 萬 | 0.1%0.1% | +0.05 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $36.5 萬$35.5 萬 | $0 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 2,9832,505 | +478+19.1% | $32.3 萬$33.6 萬 | +$5.18 萬 | 0.1%0.1% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $31.0 萬$30.5 萬 | $0 | 0.1%0.1% | 0.00 |
| GDGeneral Dynamics Corp | 減碼歷史 | 8914,626 | −3,735−80.7% | $24.3 萬$121.9 萬 | −$101.8 萬 | 0.1%0.4% | −0.33 |
| ORCLOracle Corp | 不變歷史 | 1,7091,709 | 00.0% | $23.9 萬$28.5 萬 | $0 | 0.1%0.1% | −0.01 |
| BUDAnheuser-Busch InBev SA/NV | 新進歷史 | 3,6020 | +3,602 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.07 |
| MCDMcDonalds Corp | 減碼歷史 | 6552,634 | −1,979−75.1% | $20.5 萬$76.4 萬 | −$61.8 萬 | 0.1%0.3% | −0.19 |
| AWKAmerican Water Works Company, Inc. | 新進歷史 | 1,3720 | +1,372 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.07 |
| JNJJohnson & Johnson | 清倉歷史 | 036,720 | −36,720−100.0% | $0$531.0 萬 | −$531.0 萬 | 0.0%1.8% | −1.77 |
| PHParker-Hannifin Corp | 清倉歷史 | 03,770 | −3,770−100.0% | $0$239.8 萬 | −$239.8 萬 | 0.0%0.8% | −0.80 |
| CMCSAComcast Corp | 清倉歷史 | 048,309 | −48,309−100.0% | $0$181.3 萬 | −$181.3 萬 | 0.0%0.6% | −0.61 |
| Invesco Exch TRD SLF Idx FD46138J825 | 清倉– | 033,641 | −33,641−100.0% | $0$69.5 萬 | −$69.5 萬 | 0.0%0.2% | −0.23 |
| NKENIKE, Inc. | 清倉歷史 | 06,570 | −6,570−100.0% | $0$49.7 萬 | −$49.7 萬 | 0.0%0.2% | −0.17 |
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。