S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 71
- 較 2025 年第 1 季 −2
- 總值
- $3.19 億
- 較 2025 年第 1 季 +$2,224 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 73,445 | $1,611 萬 | 5.1% | −319−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 70,788 | $1,452 萬 | 4.6% | +6,696+10.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,464 | $1,363 萬 | 4.3% | −1,201−6.1% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 144,028 | $1,351 萬 | 4.2% | −2,999−2.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 26,101 | $1,298 萬 | 4.1% | −2,739−9.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 72,461 | $1,277 萬 | 4.0% | +1,585+2.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 164,393 | $1,225 萬 | 3.8% | +67,869+70.3% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 103,814 | $1,225 萬 | 3.8% | +12,181+13.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 171,258 | $1,189 萬 | 3.7% | +3,287+2.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 28,241 | $1,145 萬 | 3.6% | +17,267+157.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 36,201 | $1,116 萬 | 3.5% | +33,137+1,081.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 81,298 | $1,093 萬 | 3.4% | +47,768+142.5% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 225,434 | $1,022 萬 | 3.2% | −21,387−8.7% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 71,524 | $1,002 萬 | 3.1% | −692−1.0% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 213,317 | $965.3 萬 | 3.0% | +12,935+6.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 20,487 | $948.8 萬 | 3.0% | +1,199+6.2% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 110,273 | $891.0 萬 | 2.8% | −17,480−13.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,441 | $736.7 萬 | 2.3% | −790−9.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 14,259 | $669.0 萬 | 2.1% | −196−1.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 29,676 | $658.4 萬 | 2.1% | +5,985+25.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,679 | $656.3 萬 | 2.1% | −109−0.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 26,330 | $581.9 萬 | 1.8% | −1,528−5.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,110 | $554.0 萬 | 1.7% | −525−3.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,657 | $484.9 萬 | 1.5% | −935−6.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 41,984 | $381.6 萬 | 1.2% | +9,893+30.8% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 46,331 | $372.5 萬 | 1.2% | −1,410−3.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,670 | $368.3 萬 | 1.2% | −582−4.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 181,007 | $353.3 萬 | 1.1% | +136+0.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 178,168 | $350.1 萬 | 1.1% | +1,515+0.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 181,617 | $339.6 萬 | 1.1% | +4,271+2.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 165,408 | $338.9 萬 | 1.1% | +3,929+2.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,239 | $325.8 萬 | 1.0% | −333−2.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 23,476 | $310.0 萬 | 1.0% | +12,766+119.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 3,242 | $257.9 萬 | 0.8% | +417+14.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,477 | $239.1 萬 | 0.7% | +1,688+24.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $236.7 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 94,106 | $230.0 萬 | 0.7% | −795−0.8% | 減碼 | – |
| SOSouthern Co | Stock | 23,752 | $218.1 萬 | 0.7% | −144−0.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,347 | $216.6 萬 | 0.7% | +636+9.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 11,288 | $206.6 萬 | 0.6% | +809+7.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,895 | $189.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 77,524 | $176.0 萬 | 0.6% | +3,013+4.0% | 加碼 | – |
| RTXRTX Corp | Stock | 12,017 | $175.5 萬 | 0.6% | −5,068−29.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 72,794 | $169.8 萬 | 0.5% | +3,152+4.5% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 73,467 | $169.5 萬 | 0.5% | +3,095+4.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 74,566 | $164.4 萬 | 0.5% | +2,276+3.1% | 加碼 | – |
| ACNAccenture plc | Stock | 4,817 | $144.0 萬 | 0.5% | +605+14.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,722 | $143.6 萬 | 0.5% | +644+31.0% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,491 | $133.7 萬 | 0.4% | +5,491 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,121 | $109.1 萬 | 0.3% | −53,663−84.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,670 | $94.6 萬 | 0.3% | −513−5.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,405 | $83.1 萬 | 0.3% | −92−0.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,822 | $77.4 萬 | 0.2% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 1,528 | $76.4 萬 | 0.2% | +86+6.0% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,367 | $72.5 萬 | 0.2% | −32−1.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,275 | $67.5 萬 | 0.2% | +1,292+43.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,056 | $62.7 萬 | 0.2% | −389−7.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,857 | $61.7 萬 | 0.2% | −43−2.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,607 | $61.3 萬 | 0.2% | +11+0.2% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $54.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,293 | $48.5 萬 | 0.2% | −273−4.9% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 3,505 | $45.3 萬 | 0.1% | −653−15.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,789 | $39.1 萬 | 0.1% | +80+4.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,429 | $38.7 萬 | 0.1% | +266+12.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,378 | $23.2 萬 | 0.1% | −224−6.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 952 | $22.2 萬 | 0.1% | −2,090−68.7% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 743 | $21.7 萬 | 0.1% | −148−16.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 4,054 | $21.3 萬 | 0.1% | +4,054 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 424 | $20.8 萬 | 0.1% | +424 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 80,516 | $885.6 萬 | 3.0% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,433 | $598.8 萬 | 2.0% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 71,147 | $552.2 萬 | 1.9% | 歷史 |
| MCDMcDonalds Corp | Stock | 655 | $20.5 萬 | 0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,372 | $20.2 萬 | 0.1% | 歷史 |