S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 1 季到 2025 年第 2 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 +$175.9 萬
- 加碼
- 32 檔
- 估計 +$3,950 萬
- 減碼
- 30 檔
- 估計 −$1,458 萬
- 清倉
- 5 檔
- 估計 −$2,077 萬
總值從 $2.97 億變成 $3.19 億（+$2,224 萬 (+7.5%)），持股從 73 檔變成 71 檔（−2）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 年第 1 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） |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | 減碼歷史 | 73,44573,764 | −319−0.4% | $1,611 萬$1,403 萬 | −$7.00 萬 | 5.1%4.7% | +0.32 |
| AAPLApple Inc. | 加碼歷史 | 70,78864,092 | +6,696+10.4% | $1,452 萬$1,424 萬 | +$137.4 萬 | 4.6%4.8% | −0.24 |
| METAMeta Platforms, Inc. | 減碼歷史 | 18,46419,665 | −1,201−6.1% | $1,363 萬$1,133 萬 | −$88.6 萬 | 4.3%3.8% | +0.45 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 144,028147,027 | −2,999−2.0% | $1,351 萬$1,294 萬 | −$28.1 萬 | 4.2%4.4% | −0.13 |
| MSFTMicrosoft Corp | 減碼歷史 | 26,10128,840 | −2,739−9.5% | $1,298 萬$1,083 萬 | −$136.2 萬 | 4.1%3.6% | +0.42 |
| GOOGLAlphabet Inc. | 加碼歷史 | 72,46170,876 | +1,585+2.2% | $1,277 萬$1,096 萬 | +$27.9 萬 | 4.0%3.7% | +0.31 |
| CTVACorteva, Inc. | 加碼歷史 | 164,39396,524 | +67,869+70.3% | $1,225 萬$607.4 萬 | +$505.8 萬 | 3.8%2.0% | +1.79 |
| AAgilent Technologies, Inc. | 加碼歷史 | 103,81491,633 | +12,181+13.3% | $1,225 萬$1,072 萬 | +$143.7 萬 | 3.8%3.6% | +0.23 |
| NEENextera Energy Inc | 加碼歷史 | 171,258167,971 | +3,287+2.0% | $1,189 萬$1,191 萬 | +$22.8 萬 | 3.7%4.0% | −0.29 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 28,24110,974 | +17,267+157.3% | $1,145 萬$546.1 萬 | +$700.1 萬 | 3.6%1.8% | +1.75 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 36,2013,064 | +33,137+1,081.5% | $1,116 萬$93.6 萬 | +$1,022 萬 | 3.5%0.3% | +3.18 |
| VLOValero Energy Corp | 加碼歷史 | 81,29833,530 | +47,768+142.5% | $1,093 萬$442.8 萬 | +$642.1 萬 | 3.4%1.5% | +1.93 |
| ENBEnbridge Inc | 減碼歷史 | 225,434246,821 | −21,387−8.7% | $1,022 萬$1,094 萬 | −$96.9 萬 | 3.2%3.7% | −0.48 |
| CBRECbre Group, Inc. | 減碼歷史 | 71,52472,216 | −692−1.0% | $1,002 萬$944.4 萬 | −$9.70 萬 | 3.1%3.2% | −0.04 |
| USBUS Bancorp DE | 加碼歷史 | 213,317200,382 | +12,935+6.5% | $965.3 萬$846.0 萬 | +$58.5 萬 | 3.0%2.9% | +0.18 |
| LMTLockheed Martin Corp | 加碼歷史 | 20,48719,288 | +1,199+6.2% | $948.8 萬$861.6 萬 | +$55.5 萬 | 3.0%2.9% | +0.07 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 110,273127,753 | −17,480−13.7% | $891.0 萬$843.2 萬 | −$141.2 萬 | 2.8%2.8% | −0.05 |
| COSTCostco Wholesale Corp | 減碼歷史 | 7,4418,231 | −790−9.6% | $736.7 萬$778.5 萬 | −$78.2 萬 | 2.3%2.6% | −0.31 |
| LINLinde PLC | 減碼歷史 | 14,25914,455 | −196−1.4% | $669.0 萬$673.1 萬 | −$9.20 萬 | 2.1%2.3% | −0.17 |
| LOWLowes Companies Inc | 加碼歷史 | 29,67623,691 | +5,985+25.3% | $658.4 萬$552.5 萬 | +$132.8 萬 | 2.1%1.9% | +0.20 |
| MAMastercard Inc | 減碼歷史 | 11,67911,788 | −109−0.9% | $656.3 萬$646.1 萬 | −$6.13 萬 | 2.1%2.2% | −0.12 |
| AMTAmerican Tower Corp | 減碼歷史 | 26,33027,858 | −1,528−5.5% | $581.9 萬$606.2 萬 | −$33.8 萬 | 1.8%2.0% | −0.22 |
| HDHome Depot, Inc. | 減碼歷史 | 15,11015,635 | −525−3.4% | $554.0 萬$573.0 萬 | −$19.2 萬 | 1.7%1.9% | −0.19 |
| VVisa Inc. | 減碼歷史 | 13,65714,592 | −935−6.4% | $484.9 萬$511.4 萬 | −$33.2 萬 | 1.5%1.7% | −0.20 |
| CLColgate Palmolive Co | 加碼歷史 | 41,98432,091 | +9,893+30.8% | $381.6 萬$300.7 萬 | +$89.9 萬 | 1.2%1.0% | +0.18 |
| CSGPCostar Group, Inc. | 減碼歷史 | 46,33147,741 | −1,410−3.0% | $372.5 萬$378.3 萬 | −$11.3 萬 | 1.2%1.3% | −0.11 |
| ECLEcolab Inc. | 減碼歷史 | 13,67014,252 | −582−4.1% | $368.3 萬$361.3 萬 | −$15.7 萬 | 1.2%1.2% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 181,007180,871 | +136+0.1% | $353.3 萬$352.3 萬 | +$2,654.72 | 1.1%1.2% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 178,168176,653 | +1,515+0.9% | $350.1 萬$346.1 萬 | +$2.98 萬 | 1.1%1.2% | −0.07 |
| Invesco Exch TRD SLF Idx FD46138J577 | 加碼– | 181,617177,346 | +4,271+2.4% | $339.6 萬$328.6 萬 | +$7.99 萬 | 1.1%1.1% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J643 | 加碼– | 165,408161,479 | +3,929+2.4% | $338.9 萬$328.6 萬 | +$8.05 萬 | 1.1%1.1% | −0.04 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 11,23911,572 | −333−2.9% | $325.8 萬$283.9 萬 | −$9.65 萬 | 1.0%1.0% | +0.06 |
| PEPPepsiCo Inc | 加碼歷史 | 23,47610,710 | +12,766+119.2% | $310.0 萬$160.6 萬 | +$168.6 萬 | 1.0%0.5% | +0.43 |
| EQIXEquinix Inc | 加碼歷史 | 3,2422,825 | +417+14.8% | $257.9 萬$230.3 萬 | +$33.2 萬 | 0.8%0.8% | +0.03 |
| APDAir Products & Chemicals, Inc. | 加碼歷史 | 8,4776,789 | +1,688+24.9% | $239.1 萬$200.2 萬 | +$47.6 萬 | 0.7%0.7% | +0.07 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $236.7 萬$214.0 萬 | $0 | 0.7%0.7% | +0.02 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 94,10694,901 | −795−0.8% | $230.0 萬$209.5 萬 | −$1.94 萬 | 0.7%0.7% | +0.01 |
| SOSouthern Co | 減碼歷史 | 23,75223,896 | −144−0.6% | $218.1 萬$219.7 萬 | −$1.32 萬 | 0.7%0.7% | −0.06 |
| IBMInternational Business Machines Corp | 加碼歷史 | 7,3476,711 | +636+9.5% | $216.6 萬$166.9 萬 | +$18.7 萬 | 0.7%0.6% | +0.12 |
| AMATApplied Materials Inc | 加碼歷史 | 11,28810,479 | +809+7.7% | $206.6 萬$152.1 萬 | +$14.8 萬 | 0.6%0.5% | +0.14 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 3,8953,895 | 00.0% | $189.2 萬$207.4 萬 | $0 | 0.6%0.7% | −0.11 |
| Invesco Exch TRD SLF Idx FD46138J585 | 加碼– | 77,52474,511 | +3,013+4.0% | $176.0 萬$166.9 萬 | +$6.84 萬 | 0.6%0.6% | −0.01 |
| RTXRTX Corp | 減碼歷史 | 12,01717,085 | −5,068−29.7% | $175.5 萬$226.3 萬 | −$74.0 萬 | 0.6%0.8% | −0.21 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 72,79469,642 | +3,152+4.5% | $169.8 萬$161.5 萬 | +$7.35 萬 | 0.5%0.5% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 73,46770,372 | +3,095+4.4% | $169.5 萬$162.2 萬 | +$7.14 萬 | 0.5%0.5% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J452 | 加碼– | 74,56672,290 | +2,276+3.1% | $164.4 萬$156.4 萬 | +$5.02 萬 | 0.5%0.5% | −0.01 |
| ACNAccenture plc | 加碼歷史 | 4,8174,212 | +605+14.4% | $144.0 萬$131.4 萬 | +$18.1 萬 | 0.5%0.4% | +0.01 |
| SPGIS&P Global Inc. | 加碼歷史 | 2,7222,078 | +644+31.0% | $143.6 萬$105.6 萬 | +$34.0 萬 | 0.5%0.4% | +0.09 |
| LNGCheniere Energy, Inc. | 新進歷史 | 5,4910 | +5,491 | $133.7 萬$0 | +$133.7 萬 | 0.4%0.0% | +0.42 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 10,12163,784 | −53,663−84.1% | $109.1 萬$758.6 萬 | −$578.5 萬 | 0.3%2.6% | −2.21 |
| WMTWalmart Inc. | 減碼歷史 | 9,67010,183 | −513−5.0% | $94.6 萬$89.4 萬 | −$5.02 萬 | 0.3%0.3% | 0.00 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 13,40513,497 | −92−0.7% | $83.1 萬$78.8 萬 | −$5,705.63 | 0.3%0.3% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 1,8221,822 | 00.0% | $77.4 萬$65.8 萬 | $0 | 0.2%0.2% | +0.02 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,5281,442 | +86+6.0% | $76.4 萬$73.8 萬 | +$4.30 萬 | 0.2%0.2% | −0.01 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,3672,399 | −32−1.3% | $72.5 萬$81.1 萬 | −$9,808.01 | 0.2%0.3% | −0.05 |
| NVDANVIDIA Corp | 加碼歷史 | 4,2752,983 | +1,292+43.3% | $67.5 萬$32.3 萬 | +$20.4 萬 | 0.2%0.1% | +0.10 |
| DISWalt Disney Co | 減碼歷史 | 5,0565,445 | −389−7.1% | $62.7 萬$53.7 萬 | −$4.82 萬 | 0.2%0.2% | +0.02 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,8571,900 | −43−2.3% | $61.7 萬$49.1 萬 | −$1.43 萬 | 0.2%0.2% | +0.03 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,6075,596 | +11+0.2% | $61.3 萬$58.5 萬 | +$1,202.13 | 0.2%0.2% | −0.01 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,7721,772 | 00.0% | $54.6 萬$45.1 萬 | $0 | 0.2%0.2% | +0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 5,2935,566 | −273−4.9% | $48.5 萬$54.6 萬 | −$2.50 萬 | 0.2%0.2% | −0.03 |
| XYLXylem Inc. | 減碼歷史 | 3,5054,158 | −653−15.7% | $45.3 萬$49.7 萬 | −$8.45 萬 | 0.1%0.2% | −0.03 |
| ORCLOracle Corp | 加碼歷史 | 1,7891,709 | +80+4.7% | $39.1 萬$23.9 萬 | +$1.75 萬 | 0.1%0.1% | +0.04 |
| PGProcter & Gamble Co | 加碼歷史 | 2,4292,163 | +266+12.3% | $38.7 萬$36.9 萬 | +$4.24 萬 | 0.1%0.1% | 0.00 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $36.5 萬$36.5 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $32.0 萬$31.0 萬 | $0 | 0.1%0.1% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | 減碼歷史 | 3,3783,602 | −224−6.2% | $23.2 萬$22.2 萬 | −$1.54 萬 | 0.1%0.1% | 0.00 |
| HONHoneywell International Inc | 減碼歷史 | 9523,042 | −2,090−68.7% | $22.2 萬$64.4 萬 | −$48.7 萬 | 0.1%0.2% | −0.15 |
| GDGeneral Dynamics Corp | 減碼歷史 | 743891 | −148−16.6% | $21.7 萬$24.3 萬 | −$4.32 萬 | 0.1%0.1% | −0.01 |
| GLWCorning Inc | 新進歷史 | 4,0540 | +4,054 | $21.3 萬$0 | +$21.3 萬 | 0.1%0.0% | +0.07 |
| RACEFerrari N.V. | 新進歷史 | 4240 | +424 | $20.8 萬$0 | +$20.8 萬 | 0.1%0.0% | +0.07 |
| UPSUnited Parcel Service Inc | 清倉歷史 | 080,516 | −80,516−100.0% | $0$885.6 萬 | −$885.6 萬 | 0.0%3.0% | −2.98 |
| UNHUnitedHealth Group Inc | 清倉歷史 | 011,433 | −11,433−100.0% | $0$598.8 萬 | −$598.8 萬 | 0.0%2.0% | −2.02 |
| IFFInternational Flavors & Fragrances Inc | 清倉歷史 | 071,147 | −71,147−100.0% | $0$552.2 萬 | −$552.2 萬 | 0.0%1.9% | −1.86 |
| MCDMcDonalds Corp | 清倉歷史 | 0655 | −655−100.0% | $0$20.5 萬 | −$20.5 萬 | 0.0%0.1% | −0.07 |
| AWKAmerican Water Works Company, Inc. | 清倉歷史 | 01,372 | −1,372−100.0% | $0$20.2 萬 | −$20.2 萬 | 0.0%0.1% | −0.07 |
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。