S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 2 季到 2025 年第 3 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
- 17 檔
- 估計 +$429.7 萬
- 加碼
- 31 檔
- 估計 +$1,432 萬
- 減碼
- 34 檔
- 估計 −$1,554 萬
- 清倉
- 3 檔
- 估計 −$66.2 萬
總值從 $3.19 億變成 $3.43 億（+$2,416 萬 (+7.6%)），持股從 71 檔變成 85 檔（+14）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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. | 減碼歷史 | 68,70370,788 | −2,085−2.9% | $1,749 萬$1,452 萬 | −$53.1 萬 | 5.1%4.6% | +0.55 |
| AMZNAmazon Com Inc | 減碼歷史 | 73,21973,445 | −226−0.3% | $1,608 萬$1,611 萬 | −$4.96 萬 | 4.7%5.1% | −0.37 |
| GOOGLAlphabet Inc. | 減碼歷史 | 64,78972,461 | −7,672−10.6% | $1,575 萬$1,277 萬 | −$186.5 萬 | 4.6%4.0% | +0.59 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 153,542144,028 | +9,514+6.6% | $1,522 萬$1,351 萬 | +$94.3 萬 | 4.4%4.2% | +0.20 |
| MSFTMicrosoft Corp | 減碼歷史 | 25,96426,101 | −137−0.5% | $1,345 萬$1,298 萬 | −$7.10 萬 | 3.9%4.1% | −0.15 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 27,45528,241 | −786−2.8% | $1,332 萬$1,145 萬 | −$38.1 萬 | 3.9%3.6% | +0.29 |
| AAgilent Technologies, Inc. | 減碼歷史 | 103,720103,814 | −94−0.1% | $1,331 萬$1,225 萬 | −$1.21 萬 | 3.9%3.8% | +0.04 |
| METAMeta Platforms, Inc. | 減碼歷史 | 17,91918,464 | −545−3.0% | $1,316 萬$1,363 萬 | −$40.0 萬 | 3.8%4.3% | −0.44 |
| NEENextera Energy Inc | 加碼歷史 | 173,734171,258 | +2,476+1.4% | $1,312 萬$1,189 萬 | +$18.7 萬 | 3.8%3.7% | +0.10 |
| VLOValero Energy Corp | 減碼歷史 | 72,30681,298 | −8,992−11.1% | $1,231 萬$1,093 萬 | −$153.1 萬 | 3.6%3.4% | +0.16 |
| LINLinde PLC | 加碼歷史 | 25,10714,259 | +10,848+76.1% | $1,193 萬$669.0 萬 | +$515.3 萬 | 3.5%2.1% | +1.38 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 40,53536,201 | +4,334+12.0% | $1,190 萬$1,116 萬 | +$127.2 萬 | 3.5%3.5% | −0.03 |
| CTVACorteva, Inc. | 加碼歷史 | 173,570164,393 | +9,177+5.6% | $1,174 萬$1,225 萬 | +$62.1 萬 | 3.4%3.8% | −0.42 |
| LMTLockheed Martin Corp | 加碼歷史 | 22,15220,487 | +1,665+8.1% | $1,106 萬$948.8 萬 | +$83.1 萬 | 3.2%3.0% | +0.25 |
| ENBEnbridge Inc | 減碼歷史 | 216,786225,434 | −8,648−3.8% | $1,094 萬$1,022 萬 | −$43.6 萬 | 3.2%3.2% | −0.01 |
| CBRECbre Group, Inc. | 減碼歷史 | 66,65171,524 | −4,873−6.8% | $1,050 萬$1,002 萬 | −$76.8 萬 | 3.1%3.1% | −0.08 |
| USBUS Bancorp DE | 減碼歷史 | 207,669213,317 | −5,648−2.6% | $1,004 萬$965.3 萬 | −$27.3 萬 | 2.9%3.0% | −0.10 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 89,180110,273 | −21,093−19.1% | $785.9 萬$891.0 萬 | −$185.9 萬 | 2.3%2.8% | −0.50 |
| LOWLowes Companies Inc | 加碼歷史 | 30,47529,676 | +799+2.7% | $765.9 萬$658.4 萬 | +$20.1 萬 | 2.2%2.1% | +0.17 |
| COSTCostco Wholesale Corp | 減碼歷史 | 7,2297,441 | −212−2.8% | $669.2 萬$736.7 萬 | −$19.6 萬 | 2.0%2.3% | −0.36 |
| MAMastercard Inc | 減碼歷史 | 11,30711,679 | −372−3.2% | $643.1 萬$656.3 萬 | −$21.2 萬 | 1.9%2.1% | −0.18 |
| HDHome Depot, Inc. | 減碼歷史 | 14,14715,110 | −963−6.4% | $573.2 萬$554.0 萬 | −$39.0 萬 | 1.7%1.7% | −0.07 |
| AMTAmerican Tower Corp | 加碼歷史 | 27,15426,330 | +824+3.1% | $522.2 萬$581.9 萬 | +$15.8 萬 | 1.5%1.8% | −0.30 |
| CLColgate Palmolive Co | 加碼歷史 | 58,40841,984 | +16,424+39.1% | $466.9 萬$381.6 萬 | +$131.3 萬 | 1.4%1.2% | +0.16 |
| VVisa Inc. | 減碼歷史 | 13,02613,657 | −631−4.6% | $444.7 萬$484.9 萬 | −$21.5 萬 | 1.3%1.5% | −0.22 |
| CSGPCostar Group, Inc. | 減碼歷史 | 44,73346,331 | −1,598−3.4% | $377.4 萬$372.5 萬 | −$13.5 萬 | 1.1%1.2% | −0.07 |
| Invesco Exch TRD SLF Idx FD46138J791 | 加碼– | 186,817181,007 | +5,810+3.2% | $365.4 萬$353.3 萬 | +$11.4 萬 | 1.1%1.1% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 183,742178,168 | +5,574+3.1% | $362.2 萬$350.1 萬 | +$11.0 萬 | 1.1%1.1% | −0.04 |
| PEPPepsiCo Inc | 加碼歷史 | 25,06623,476 | +1,590+6.8% | $352.0 萬$310.0 萬 | +$22.3 萬 | 1.0%1.0% | +0.05 |
| Invesco Exch TRD SLF Idx FD46138J577 | 加碼– | 187,116181,617 | +5,499+3.0% | $352.0 萬$339.6 萬 | +$10.3 萬 | 1.0%1.1% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J643 | 加碼– | 170,914165,408 | +5,506+3.3% | $351.6 萬$338.9 萬 | +$11.3 萬 | 1.0%1.1% | −0.04 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 10,77511,239 | −464−4.1% | $339.9 萬$325.8 萬 | −$14.6 萬 | 1.0%1.0% | −0.03 |
| EQIXEquinix Inc | 加碼歷史 | 4,1863,242 | +944+29.1% | $327.9 萬$257.9 萬 | +$73.9 萬 | 1.0%0.8% | +0.15 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 7,7887,788 | 00.0% | $255.6 萬$236.7 萬 | $0 | 0.7%0.7% | 0.00 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 91,03094,106 | −3,076−3.3% | $239.8 萬$230.0 萬 | −$8.10 萬 | 0.7%0.7% | −0.02 |
| AMATApplied Materials Inc | 減碼歷史 | 10,78711,288 | −501−4.4% | $220.9 萬$206.6 萬 | −$10.3 萬 | 0.6%0.6% | 0.00 |
| SOSouthern Co | 減碼歷史 | 23,11323,752 | −639−2.7% | $219.0 萬$218.1 萬 | −$6.06 萬 | 0.6%0.7% | −0.05 |
| SPGIS&P Global Inc. | 加碼歷史 | 4,4282,722 | +1,706+62.7% | $215.5 萬$143.6 萬 | +$83.0 萬 | 0.6%0.5% | +0.18 |
| IBMInternational Business Machines Corp | 減碼歷史 | 7,3157,347 | −32−0.4% | $206.4 萬$216.6 萬 | −$9,029.13 | 0.6%0.7% | −0.08 |
| RTXRTX Corp | 減碼歷史 | 11,86012,017 | −157−1.3% | $198.4 萬$175.5 萬 | −$2.63 萬 | 0.6%0.6% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 3,8563,895 | −39−1.0% | $193.9 萬$189.2 萬 | −$1.96 萬 | 0.6%0.6% | −0.03 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 16,97710,121 | +6,856+67.7% | $191.4 萬$109.1 萬 | +$77.3 萬 | 0.6%0.3% | +0.22 |
| Invesco Exch TRD SLF Idx FD46138J585 | 加碼– | 80,84577,524 | +3,321+4.3% | $183.8 萬$176.0 萬 | +$7.55 萬 | 0.5%0.6% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 75,93372,794 | +3,139+4.3% | $177.7 萬$169.8 萬 | +$7.35 萬 | 0.5%0.5% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J817 | 加碼– | 76,99273,467 | +3,525+4.8% | $177.5 萬$169.5 萬 | +$8.13 萬 | 0.5%0.5% | −0.01 |
| Invesco Exch TRD SLF Idx FD46138J452 | 加碼– | 77,13374,566 | +2,567+3.4% | $170.3 萬$164.4 萬 | +$5.67 萬 | 0.5%0.5% | −0.02 |
| ACNAccenture plc | 加碼歷史 | 5,4524,817 | +635+13.2% | $134.5 萬$144.0 萬 | +$15.7 萬 | 0.4%0.5% | −0.06 |
| LNGCheniere Energy, Inc. | 加碼歷史 | 5,5305,491 | +39+0.7% | $129.9 萬$133.7 萬 | +$9,163.69 | 0.4%0.4% | −0.04 |
| ECLEcolab Inc. | 減碼歷史 | 3,88513,670 | −9,785−71.6% | $106.4 萬$368.3 萬 | −$268.0 萬 | 0.3%1.2% | −0.84 |
| WMTWalmart Inc. | 減碼歷史 | 9,3489,670 | −322−3.3% | $96.3 萬$94.6 萬 | −$3.32 萬 | 0.3%0.3% | −0.02 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 2,0361,822 | +214+11.7% | $95.4 萬$77.4 萬 | +$10.0 萬 | 0.3%0.2% | +0.04 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,5341,528 | +6+0.4% | $93.5 萬$76.4 萬 | +$3,655.56 | 0.3%0.2% | +0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 13,55213,405 | +147+1.1% | $88.4 萬$83.1 萬 | +$9,593.41 | 0.3%0.3% | 0.00 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,3342,367 | −33−1.4% | $80.6 萬$72.5 萬 | −$1.14 萬 | 0.2%0.2% | +0.01 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,7855,607 | +178+3.2% | $68.7 萬$61.3 萬 | +$2.12 萬 | 0.2%0.2% | +0.01 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,7721,772 | 00.0% | $62.2 萬$54.6 萬 | $0 | 0.2%0.2% | +0.01 |
| DISWalt Disney Co | 加碼歷史 | 5,0695,056 | +13+0.3% | $58.0 萬$62.7 萬 | +$1,488.59 | 0.2%0.2% | −0.03 |
| ORCLOracle Corp | 減碼歷史 | 1,7621,789 | −27−1.5% | $49.6 萬$39.1 萬 | −$7,594.2 | 0.1%0.1% | +0.02 |
| QSQuantumScape Corp | 新進歷史 | 40,0000 | +40,000 | $49.3 萬$0 | +$49.3 萬 | 0.1%0.0% | +0.14 |
| NVDANVIDIA Corp | 減碼歷史 | 2,2454,275 | −2,030−47.5% | $41.9 萬$67.5 萬 | −$37.9 萬 | 0.1%0.2% | −0.09 |
| PGProcter & Gamble Co | 加碼歷史 | 2,5882,429 | +159+6.5% | $39.8 萬$38.7 萬 | +$2.44 萬 | 0.1%0.1% | −0.01 |
| SPDR Series Trust78464A763 | 加碼– | 2,8102,687 | +123+4.6% | $39.4 萬$36.5 萬 | +$1.72 萬 | 0.1%0.1% | 0.00 |
| XYLXylem Inc. | 減碼歷史 | 2,5633,505 | −942−26.9% | $37.8 萬$45.3 萬 | −$13.9 萬 | 0.1%0.1% | −0.03 |
| iShares Core Dividend Growth ETF46434V621 | 新進– | 5,1180 | +5,118 | $34.8 萬$0 | +$34.8 萬 | 0.1%0.0% | +0.10 |
| SBUXStarbucks Corp | 減碼歷史 | 4,0305,293 | −1,263−23.9% | $34.1 萬$48.5 萬 | −$10.7 萬 | 0.1%0.2% | −0.05 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $33.6 萬$32.0 萬 | $0 | 0.1%0.1% | 0.00 |
| GLWCorning Inc | 加碼歷史 | 4,0754,054 | +21+0.5% | $33.4 萬$21.3 萬 | +$1,722.64 | 0.1%0.1% | +0.03 |
| KOCoca Cola Co | 新進歷史 | 5,0100 | +5,010 | $33.2 萬$0 | +$33.2 萬 | 0.1%0.0% | +0.10 |
| ROKRockwell Automation, Inc | 減碼歷史 | 8681,857 | −989−53.3% | $30.3 萬$61.7 萬 | −$34.6 萬 | 0.1%0.2% | −0.10 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 1,0038,477 | −7,474−88.2% | $27.4 萬$239.1 萬 | −$203.8 萬 | 0.1%0.7% | −0.67 |
| BCSBarclays PLC | 新進歷史 | 12,5000 | +12,500 | $25.8 萬$0 | +$25.8 萬 | 0.1%0.0% | +0.08 |
| ARQTArcutis Biotherapeutics, Inc. | 新進歷史 | 13,0000 | +13,000 | $24.5 萬$0 | +$24.5 萬 | 0.1%0.0% | +0.07 |
| ECOOkeanis Eco Tankers Corp. | 新進歷史 | 8,0000 | +8,000 | $23.4 萬$0 | +$23.4 萬 | 0.1%0.0% | +0.07 |
| iShares Tr46434V407 | 新進– | 5,3880 | +5,388 | $23.3 萬$0 | +$23.3 萬 | 0.1%0.0% | +0.07 |
| VISNVistance Networks, Inc. | 新進歷史 | 15,0000 | +15,000 | $23.2 萬$0 | +$23.2 萬 | 0.1%0.0% | +0.07 |
| Vanguard S&P 500 ETF922908363 | 新進– | 3780 | +378 | $23.1 萬$0 | +$23.1 萬 | 0.1%0.0% | +0.07 |
| SYFSynchrony Financial | 新進歷史 | 3,2000 | +3,200 | $22.7 萬$0 | +$22.7 萬 | 0.1%0.0% | +0.07 |
| GDGeneral Dynamics Corp | 減碼歷史 | 663743 | −80−10.8% | $22.6 萬$21.7 萬 | −$2.73 萬 | 0.1%0.1% | 0.00 |
| GILDGilead Sciences, Inc. | 新進歷史 | 2,0000 | +2,000 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.06 |
| APHAmphenol Corp | 新進歷史 | 1,7120 | +1,712 | $21.2 萬$0 | +$21.2 萬 | 0.1%0.0% | +0.06 |
| CMGChipotle Mexican Grill Inc | 新進歷史 | 5,3820 | +5,382 | $21.1 萬$0 | +$21.1 萬 | 0.1%0.0% | +0.06 |
| CLSCelestica Inc | 新進歷史 | 8330 | +833 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.06 |
| EXCExelon Corp | 新進歷史 | 4,5500 | +4,550 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.06 |
| Schwab US Dividend Equity ETF808524797 | 新進– | 7,5000 | +7,500 | $20.5 萬$0 | +$20.5 萬 | 0.1%0.0% | +0.06 |
| CCLCarnival Corp Ltd. | 新進歷史 | 7,0020 | +7,002 | $20.2 萬$0 | +$20.2 萬 | 0.1%0.0% | +0.06 |
| BUDAnheuser-Busch InBev SA/NV | 清倉歷史 | 03,378 | −3,378−100.0% | $0$23.2 萬 | −$23.2 萬 | 0.0%0.1% | −0.07 |
| HONHoneywell International Inc | 清倉歷史 | 0952 | −952−100.0% | $0$22.2 萬 | −$22.2 萬 | 0.0%0.1% | −0.07 |
| RACEFerrari N.V. | 清倉歷史 | 0424 | −424−100.0% | $0$20.8 萬 | −$20.8 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。