S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 85
- 較 2025 年第 2 季 +14
- 總值
- $3.43 億
- 較 2025 年第 2 季 +$2,416 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 68,703 | $1,749 萬 | 5.1% | −2,085−2.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,219 | $1,608 萬 | 4.7% | −226−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 64,789 | $1,575 萬 | 4.6% | −7,672−10.6% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 153,542 | $1,522 萬 | 4.4% | +9,514+6.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 25,964 | $1,345 萬 | 3.9% | −137−0.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 27,455 | $1,332 萬 | 3.9% | −786−2.8% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 103,720 | $1,331 萬 | 3.9% | −94−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,919 | $1,316 萬 | 3.8% | −545−3.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 173,734 | $1,312 萬 | 3.8% | +2,476+1.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 72,306 | $1,231 萬 | 3.6% | −8,992−11.1% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 25,107 | $1,193 萬 | 3.5% | +10,848+76.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 40,535 | $1,190 萬 | 3.5% | +4,334+12.0% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 173,570 | $1,174 萬 | 3.4% | +9,177+5.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 22,152 | $1,106 萬 | 3.2% | +1,665+8.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 216,786 | $1,094 萬 | 3.2% | −8,648−3.8% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 66,651 | $1,050 萬 | 3.1% | −4,873−6.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 207,669 | $1,004 萬 | 2.9% | −5,648−2.6% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 89,180 | $785.9 萬 | 2.3% | −21,093−19.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 30,475 | $765.9 萬 | 2.2% | +799+2.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,229 | $669.2 萬 | 2.0% | −212−2.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 11,307 | $643.1 萬 | 1.9% | −372−3.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,147 | $573.2 萬 | 1.7% | −963−6.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 27,154 | $522.2 萬 | 1.5% | +824+3.1% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 58,408 | $466.9 萬 | 1.4% | +16,424+39.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,026 | $444.7 萬 | 1.3% | −631−4.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 44,733 | $377.4 萬 | 1.1% | −1,598−3.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 186,817 | $365.4 萬 | 1.1% | +5,810+3.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 183,742 | $362.2 萬 | 1.1% | +5,574+3.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 25,066 | $352.0 萬 | 1.0% | +1,590+6.8% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 187,116 | $352.0 萬 | 1.0% | +5,499+3.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 170,914 | $351.6 萬 | 1.0% | +5,506+3.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,775 | $339.9 萬 | 1.0% | −464−4.1% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 4,186 | $327.9 萬 | 1.0% | +944+29.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $255.6 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 91,030 | $239.8 萬 | 0.7% | −3,076−3.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 10,787 | $220.9 萬 | 0.6% | −501−4.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 23,113 | $219.0 萬 | 0.6% | −639−2.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,428 | $215.5 萬 | 0.6% | +1,706+62.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,315 | $206.4 萬 | 0.6% | −32−0.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 11,860 | $198.4 萬 | 0.6% | −157−1.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,856 | $193.9 萬 | 0.6% | −39−1.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,977 | $191.4 萬 | 0.6% | +6,856+67.7% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 80,845 | $183.8 萬 | 0.5% | +3,321+4.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 75,933 | $177.7 萬 | 0.5% | +3,139+4.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 76,992 | $177.5 萬 | 0.5% | +3,525+4.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 77,133 | $170.3 萬 | 0.5% | +2,567+3.4% | 加碼 | – |
| ACNAccenture plc | Stock | 5,452 | $134.5 萬 | 0.4% | +635+13.2% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,530 | $129.9 萬 | 0.4% | +39+0.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 3,885 | $106.4 萬 | 0.3% | −9,785−71.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,348 | $96.3 萬 | 0.3% | −322−3.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,036 | $95.4 萬 | 0.3% | +214+11.7% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,534 | $93.5 萬 | 0.3% | +6+0.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,552 | $88.4 萬 | 0.3% | +147+1.1% | 加碼 | – |
| WTWWillis Towers Watson PLC | SHS | 2,334 | $80.6 萬 | 0.2% | −33−1.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,785 | $68.7 萬 | 0.2% | +178+3.2% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $62.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 5,069 | $58.0 萬 | 0.2% | +13+0.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,762 | $49.6 萬 | 0.1% | −27−1.5% | 減碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 40,000 | $49.3 萬 | 0.1% | +40,000 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,245 | $41.9 萬 | 0.1% | −2,030−47.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,588 | $39.8 萬 | 0.1% | +159+6.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,810 | $39.4 萬 | 0.1% | +123+4.6% | 加碼 | – |
| XYLXylem Inc. | COM | 2,563 | $37.8 萬 | 0.1% | −942−26.9% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,118 | $34.8 萬 | 0.1% | +5,118 | 新進 | – |
| SBUXStarbucks Corp | Stock | 4,030 | $34.1 萬 | 0.1% | −1,263−23.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $33.6 萬 | 0.1% | 00.0% | 不變 | – |
| GLWCorning Inc | COM | 4,075 | $33.4 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,010 | $33.2 萬 | 0.1% | +5,010 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 868 | $30.3 萬 | 0.1% | −989−53.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,003 | $27.4 萬 | 0.1% | −7,474−88.2% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 12,500 | $25.8 萬 | 0.1% | +12,500 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 13,000 | $24.5 萬 | 0.1% | +13,000 | 新進 | 歷史 |
| ECOOkeanis Eco Tankers Corp. | SHS | 8,000 | $23.4 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,388 | $23.3 萬 | 0.1% | +5,388 | 新進 | – |
| VISNVistance Networks, Inc. | COM | 15,000 | $23.2 萬 | 0.1% | +15,000 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 378 | $23.1 萬 | 0.1% | +378 | 新進 | – |
| SYFSynchrony Financial | COM | 3,200 | $22.7 萬 | 0.1% | +3,200 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 663 | $22.6 萬 | 0.1% | −80−10.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $22.2 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 1,712 | $21.2 萬 | 0.1% | +1,712 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,382 | $21.1 萬 | 0.1% | +5,382 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 833 | $20.5 萬 | 0.1% | +833 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 4,550 | $20.5 萬 | 0.1% | +4,550 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,500 | $20.5 萬 | 0.1% | +7,500 | 新進 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,002 | $20.2 萬 | 0.1% | +7,002 | 新進 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。