S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/9 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 86
- 較 2025 年第 3 季 +1
- 總值
- $3.51 億
- 較 2025 年第 3 季 +$774.8 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 59,541 | $1,864 萬 | 5.3% | −5,248−8.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 67,740 | $1,842 萬 | 5.2% | −963−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 73,429 | $1,695 萬 | 4.8% | +210+0.3% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 156,113 | $1,617 萬 | 4.6% | +2,571+1.7% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 26,207 | $1,519 萬 | 4.3% | −1,248−4.5% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 101,339 | $1,379 萬 | 3.9% | −2,381−2.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 169,450 | $1,360 萬 | 3.9% | −4,284−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,498 | $1,282 萬 | 3.7% | +534+2.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,093 | $1,260 萬 | 3.6% | +1,174+6.6% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 185,508 | $1,243 萬 | 3.5% | +11,938+6.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 27,341 | $1,166 萬 | 3.3% | +2,234+8.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 70,396 | $1,146 萬 | 3.3% | −1,910−2.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 212,860 | $1,136 萬 | 3.2% | +5,191+2.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 43,757 | $1,126 萬 | 3.2% | +3,222+7.9% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 22,720 | $1,099 萬 | 3.1% | +568+2.6% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 65,698 | $1,056 萬 | 3.0% | −953−1.4% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 214,491 | $1,026 萬 | 2.9% | −2,295−1.1% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 86,854 | $909.5 萬 | 2.6% | −2,326−2.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 33,380 | $805.0 萬 | 2.3% | +2,905+9.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 11,183 | $638.4 萬 | 1.8% | −124−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,169 | $618.2 萬 | 1.8% | −60−0.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 66,397 | $524.7 萬 | 1.5% | +7,989+13.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,253 | $496.0 萬 | 1.4% | +1,099+4.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,008 | $482.0 萬 | 1.4% | −139−1.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 12,889 | $452.0 萬 | 1.3% | −137−1.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 25,789 | $370.1 萬 | 1.1% | +723+2.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 4,650 | $356.2 萬 | 1.0% | +464+11.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 177,184 | $349.8 萬 | 1.0% | −6,558−3.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 176,573 | $345.6 萬 | 1.0% | −10,244−5.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 166,925 | $343.9 萬 | 1.0% | −3,989−2.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,521 | $339.0 萬 | 1.0% | −254−2.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 178,535 | $336.3 萬 | 1.0% | −8,581−4.6% | 減碼 | – |
| CSGPCostar Group, Inc. | COM | 46,966 | $315.8 萬 | 0.9% | +2,233+5.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,531 | $289.0 萬 | 0.8% | +1,103+24.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 9,641 | $247.8 萬 | 0.7% | −1,146−10.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 90,228 | $242.8 萬 | 0.7% | −802−0.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,977 | $233.9 萬 | 0.7% | −811−10.4% | 減碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 11,754 | $228.5 萬 | 0.7% | +6,224+112.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 11,613 | $213.0 萬 | 0.6% | −247−2.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,491 | $210.5 萬 | 0.6% | +514+3.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,011 | $207.7 萬 | 0.6% | −304−4.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,847 | $193.4 萬 | 0.6% | −9−0.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 21,899 | $191.0 萬 | 0.5% | −1,214−5.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 6,543 | $175.6 萬 | 0.5% | +1,091+20.0% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 71,999 | $168.0 萬 | 0.5% | −3,934−5.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 74,122 | $167.6 萬 | 0.5% | −6,723−8.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 76,015 | $167.2 萬 | 0.5% | −1,118−1.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 9,237 | $102.9 萬 | 0.3% | −111−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,036 | $96.4 萬 | 0.3% | 00.0% | 不變 | – |
| ECLEcolab Inc. | Stock | 3,644 | $95.7 萬 | 0.3% | −241−6.2% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,640 | $93.5 萬 | 0.3% | +106+6.9% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,460 | $88.8 萬 | 0.3% | −92−0.7% | 減碼 | – |
| WTWWillis Towers Watson PLC | SHS | 2,334 | $76.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,660 | $68.0 萬 | 0.2% | −125−2.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,234 | $64.6 萬 | 0.2% | +4,224+84.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,019 | $57.1 萬 | 0.2% | −50−1.0% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $55.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,419 | $49.1 萬 | 0.1% | +1,419 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 4,637 | $43.4 萬 | 0.1% | +4,637 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,238 | $41.7 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 13,000 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $37.4 萬 | 0.1% | −123−4.4% | 減碼 | – |
| GLWCorning Inc | COM | 4,072 | $35.7 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,118 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| XYLXylem Inc. | COM | 2,546 | $34.7 萬 | 0.1% | −17−0.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,752 | $34.1 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 850 | $33.1 萬 | 0.1% | −18−2.1% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 12,500 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,722 | $31.3 萬 | 0.1% | −308−7.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,124 | $30.4 萬 | 0.1% | −464−17.9% | 減碼 | 歷史 |
| VISNVistance Networks, Inc. | COM | 15,000 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 221 | $26.8 萬 | 0.1% | +221 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 4,005 | $25.8 萬 | 0.1% | +4,005 | 新進 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,921 | $25.4 萬 | 0.1% | +533+9.9% | 加碼 | – |
| CLSCelestica Inc | Stock | 833 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 1,712 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TIGOMillicom International Cellular SA | COM STK | 4,000 | $22.2 萬 | 0.1% | +4,000 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,002 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RACEFerrari N.V. | COM | 576 | $21.3 萬 | 0.1% | +576 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 3,290 | $21.1 萬 | 0.1% | +3,290 | 新進 | 歷史 |
| QSQuantumScape Corp | COM CL A | 20,000 | $20.8 萬 | 0.1% | −20,000−50.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,500 | $20.6 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 601 | $20.2 萬 | 0.1% | −62−9.4% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 4,600 | $20.1 萬 | 0.1% | +50+1.1% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 76,992 | $177.5 萬 | 0.5% | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,003 | $27.4 萬 | 0.1% | 歷史 |
| ECOOkeanis Eco Tankers Corp. | SHS | 8,000 | $23.4 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 378 | $23.1 萬 | 0.1% | – |
| SYFSynchrony Financial | COM | 3,200 | $22.7 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,382 | $21.1 萬 | 0.1% | 歷史 |