S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 3 季到 2025 年第 4 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
- 7 檔
- 估計 +$209.6 萬
- 加碼
- 23 檔
- 估計 +$913.7 萬
- 減碼
- 43 檔
- 估計 −$654.3 萬
- 清倉
- 6 檔
- 估計 −$295.3 萬
總值從 $3.43 億變成 $3.51 億（+$774.8 萬 (+2.3%)），持股從 85 檔變成 86 檔（+1）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 年第 3 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） |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 減碼歷史 | 59,54164,789 | −5,248−8.1% | $1,864 萬$1,575 萬 | −$164.3 萬 | 5.3%4.6% | +0.72 |
| AAPLApple Inc. | 減碼歷史 | 67,74068,703 | −963−1.4% | $1,842 萬$1,749 萬 | −$26.2 萬 | 5.2%5.1% | +0.15 |
| AMZNAmazon Com Inc | 加碼歷史 | 73,42973,219 | +210+0.3% | $1,695 萬$1,608 萬 | +$4.85 萬 | 4.8%4.7% | +0.15 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 156,113153,542 | +2,571+1.7% | $1,617 萬$1,522 萬 | +$26.6 萬 | 4.6%4.4% | +0.17 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 26,20727,455 | −1,248−4.5% | $1,519 萬$1,332 萬 | −$72.3 萬 | 4.3%3.9% | +0.45 |
| AAgilent Technologies, Inc. | 減碼歷史 | 101,339103,720 | −2,381−2.3% | $1,379 萬$1,331 萬 | −$32.4 萬 | 3.9%3.9% | +0.05 |
| NEENextera Energy Inc | 減碼歷史 | 169,450173,734 | −4,284−2.5% | $1,360 萬$1,312 萬 | −$34.4 萬 | 3.9%3.8% | +0.05 |
| MSFTMicrosoft Corp | 加碼歷史 | 26,49825,964 | +534+2.1% | $1,282 萬$1,345 萬 | +$25.8 萬 | 3.7%3.9% | −0.27 |
| METAMeta Platforms, Inc. | 加碼歷史 | 19,09317,919 | +1,174+6.6% | $1,260 萬$1,316 萬 | +$77.5 萬 | 3.6%3.8% | −0.24 |
| CTVACorteva, Inc. | 加碼歷史 | 185,508173,570 | +11,938+6.9% | $1,243 萬$1,174 萬 | +$80.0 萬 | 3.5%3.4% | +0.12 |
| LINLinde PLC | 加碼歷史 | 27,34125,107 | +2,234+8.9% | $1,166 萬$1,193 萬 | +$95.3 萬 | 3.3%3.5% | −0.15 |
| VLOValero Energy Corp | 減碼歷史 | 70,39672,306 | −1,910−2.6% | $1,146 萬$1,231 萬 | −$31.1 萬 | 3.3%3.6% | −0.32 |
| USBUS Bancorp DE | 加碼歷史 | 212,860207,669 | +5,191+2.5% | $1,136 萬$1,004 萬 | +$27.7 萬 | 3.2%2.9% | +0.31 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 43,75740,535 | +3,222+7.9% | $1,126 萬$1,190 萬 | +$82.9 萬 | 3.2%3.5% | −0.26 |
| LMTLockheed Martin Corp | 加碼歷史 | 22,72022,152 | +568+2.6% | $1,099 萬$1,106 萬 | +$27.5 萬 | 3.1%3.2% | −0.09 |
| CBRECbre Group, Inc. | 減碼歷史 | 65,69866,651 | −953−1.4% | $1,056 萬$1,050 萬 | −$15.3 萬 | 3.0%3.1% | −0.05 |
| ENBEnbridge Inc | 減碼歷史 | 214,491216,786 | −2,295−1.1% | $1,026 萬$1,094 萬 | −$11.0 萬 | 2.9%3.2% | −0.26 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 86,85489,180 | −2,326−2.6% | $909.5 萬$785.9 萬 | −$24.4 萬 | 2.6%2.3% | +0.30 |
| LOWLowes Companies Inc | 加碼歷史 | 33,38030,475 | +2,905+9.5% | $805.0 萬$765.9 萬 | +$70.1 萬 | 2.3%2.2% | +0.06 |
| MAMastercard Inc | 減碼歷史 | 11,18311,307 | −124−1.1% | $638.4 萬$643.1 萬 | −$7.08 萬 | 1.8%1.9% | −0.05 |
| COSTCostco Wholesale Corp | 減碼歷史 | 7,1697,229 | −60−0.8% | $618.2 萬$669.2 萬 | −$5.17 萬 | 1.8%2.0% | −0.19 |
| CLColgate Palmolive Co | 加碼歷史 | 66,39758,408 | +7,989+13.7% | $524.7 萬$466.9 萬 | +$63.1 萬 | 1.5%1.4% | +0.13 |
| AMTAmerican Tower Corp | 加碼歷史 | 28,25327,154 | +1,099+4.0% | $496.0 萬$522.2 萬 | +$19.3 萬 | 1.4%1.5% | −0.11 |
| HDHome Depot, Inc. | 減碼歷史 | 14,00814,147 | −139−1.0% | $482.0 萬$573.2 萬 | −$4.78 萬 | 1.4%1.7% | −0.30 |
| VVisa Inc. | 減碼歷史 | 12,88913,026 | −137−1.1% | $452.0 萬$444.7 萬 | −$4.80 萬 | 1.3%1.3% | −0.01 |
| PEPPepsiCo Inc | 加碼歷史 | 25,78925,066 | +723+2.9% | $370.1 萬$352.0 萬 | +$10.4 萬 | 1.1%1.0% | +0.03 |
| EQIXEquinix Inc | 加碼歷史 | 4,6504,186 | +464+11.1% | $356.2 萬$327.9 萬 | +$35.5 萬 | 1.0%1.0% | +0.06 |
| Invesco Exch TRD SLF Idx FD46138J783 | 減碼– | 177,184183,742 | −6,558−3.6% | $349.8 萬$362.2 萬 | −$12.9 萬 | 1.0%1.1% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J791 | 減碼– | 176,573186,817 | −10,244−5.5% | $345.6 萬$365.4 萬 | −$20.1 萬 | 1.0%1.1% | −0.08 |
| Invesco Exch TRD SLF Idx FD46138J643 | 減碼– | 166,925170,914 | −3,989−2.3% | $343.9 萬$351.6 萬 | −$8.22 萬 | 1.0%1.0% | −0.04 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 10,52110,775 | −254−2.4% | $339.0 萬$339.9 萬 | −$8.18 萬 | 1.0%1.0% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J577 | 減碼– | 178,535187,116 | −8,581−4.6% | $336.3 萬$352.0 萬 | −$16.2 萬 | 1.0%1.0% | −0.07 |
| CSGPCostar Group, Inc. | 加碼歷史 | 46,96644,733 | +2,233+5.0% | $315.8 萬$377.4 萬 | +$15.0 萬 | 0.9%1.1% | −0.20 |
| SPGIS&P Global Inc. | 加碼歷史 | 5,5314,428 | +1,103+24.9% | $289.0 萬$215.5 萬 | +$57.6 萬 | 0.8%0.6% | +0.20 |
| AMATApplied Materials Inc | 減碼歷史 | 9,64110,787 | −1,146−10.6% | $247.8 萬$220.9 萬 | −$29.5 萬 | 0.7%0.6% | +0.06 |
| Schwab U.S. Large-Cap ETF808524201 | 減碼– | 90,22891,030 | −802−0.9% | $242.8 萬$239.8 萬 | −$2.16 萬 | 0.7%0.7% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 6,9777,788 | −811−10.4% | $233.9 萬$255.6 萬 | −$27.2 萬 | 0.7%0.7% | −0.08 |
| LNGCheniere Energy, Inc. | 加碼歷史 | 11,7545,530 | +6,224+112.5% | $228.5 萬$129.9 萬 | +$121.0 萬 | 0.7%0.4% | +0.27 |
| RTXRTX Corp | 減碼歷史 | 11,61311,860 | −247−2.1% | $213.0 萬$198.4 萬 | −$4.53 萬 | 0.6%0.6% | +0.03 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 17,49116,977 | +514+3.0% | $210.5 萬$191.4 萬 | +$6.19 萬 | 0.6%0.6% | +0.04 |
| IBMInternational Business Machines Corp | 減碼歷史 | 7,0117,315 | −304−4.2% | $207.7 萬$206.4 萬 | −$9.00 萬 | 0.6%0.6% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 3,8473,856 | −9−0.2% | $193.4 萬$193.9 萬 | −$4,523.85 | 0.6%0.6% | −0.01 |
| SOSouthern Co | 減碼歷史 | 21,89923,113 | −1,214−5.3% | $191.0 萬$219.0 萬 | −$10.6 萬 | 0.5%0.6% | −0.09 |
| ACNAccenture plc | 加碼歷史 | 6,5435,452 | +1,091+20.0% | $175.6 萬$134.5 萬 | +$29.3 萬 | 0.5%0.4% | +0.11 |
| Invesco Exch TRD SLF Idx FD46138J635 | 減碼– | 71,99975,933 | −3,934−5.2% | $168.0 萬$177.7 萬 | −$9.18 萬 | 0.5%0.5% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J585 | 減碼– | 74,12280,845 | −6,723−8.3% | $167.6 萬$183.8 萬 | −$15.2 萬 | 0.5%0.5% | −0.06 |
| Invesco Exch TRD SLF Idx FD46138J452 | 減碼– | 76,01577,133 | −1,118−1.4% | $167.2 萬$170.3 萬 | −$2.46 萬 | 0.5%0.5% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 9,2379,348 | −111−1.2% | $102.9 萬$96.3 萬 | −$1.24 萬 | 0.3%0.3% | +0.01 |
| iShares Russell 1000 Growth ETF464287614 | 不變– | 2,0362,036 | 00.0% | $96.4 萬$95.4 萬 | $0 | 0.3%0.3% | 0.00 |
| ECLEcolab Inc. | 減碼歷史 | 3,6443,885 | −241−6.2% | $95.7 萬$106.4 萬 | −$6.33 萬 | 0.3%0.3% | −0.04 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,6401,534 | +106+6.9% | $93.5 萬$93.5 萬 | +$6.04 萬 | 0.3%0.3% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 13,46013,552 | −92−0.7% | $88.8 萬$88.4 萬 | −$6,072.12 | 0.3%0.3% | 0.00 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,3342,334 | 00.0% | $76.7 萬$80.6 萬 | $0 | 0.2%0.2% | −0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 5,6605,785 | −125−2.2% | $68.0 萬$68.7 萬 | −$1.50 萬 | 0.2%0.2% | −0.01 |
| KOCoca Cola Co | 加碼歷史 | 9,2345,010 | +4,224+84.3% | $64.6 萬$33.2 萬 | +$29.5 萬 | 0.2%0.1% | +0.09 |
| DISWalt Disney Co | 減碼歷史 | 5,0195,069 | −50−1.0% | $57.1 萬$58.0 萬 | −$5,688.86 | 0.2%0.2% | −0.01 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,7721,772 | 00.0% | $55.4 萬$62.2 萬 | $0 | 0.2%0.2% | −0.02 |
| AVGOBroadcom Inc. | 新進歷史 | 1,4190 | +1,419 | $49.1 萬$0 | +$49.1 萬 | 0.1%0.0% | +0.14 |
| COPConocoPhillips | 新進歷史 | 4,6370 | +4,637 | $43.4 萬$0 | +$43.4 萬 | 0.1%0.0% | +0.12 |
| NVDANVIDIA Corp | 減碼歷史 | 2,2382,245 | −7−0.3% | $41.7 萬$41.9 萬 | −$1,305.42 | 0.1%0.1% | 0.00 |
| ARQTArcutis Biotherapeutics, Inc. | 不變歷史 | 13,00013,000 | 00.0% | $37.8 萬$24.5 萬 | $0 | 0.1%0.1% | +0.04 |
| SPDR Series Trust78464A763 | 減碼– | 2,6872,810 | −123−4.4% | $37.4 萬$39.4 萬 | −$1.71 萬 | 0.1%0.1% | −0.01 |
| GLWCorning Inc | 減碼歷史 | 4,0724,075 | −3−0.1% | $35.7 萬$33.4 萬 | −$262.68 | 0.1%0.1% | 0.00 |
| iShares Core Dividend Growth ETF46434V621 | 不變– | 5,1185,118 | 00.0% | $35.5 萬$34.8 萬 | $0 | 0.1%0.1% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $34.7 萬$33.6 萬 | $0 | 0.1%0.1% | 0.00 |
| XYLXylem Inc. | 減碼歷史 | 2,5462,563 | −17−0.7% | $34.7 萬$37.8 萬 | −$2,315.06 | 0.1%0.1% | −0.01 |
| ORCLOracle Corp | 減碼歷史 | 1,7521,762 | −10−0.6% | $34.1 萬$49.6 萬 | −$1,949.1 | 0.1%0.1% | −0.05 |
| ROKRockwell Automation, Inc | 減碼歷史 | 850868 | −18−2.1% | $33.1 萬$30.3 萬 | −$7,003.27 | 0.1%0.1% | +0.01 |
| BCSBarclays PLC | 不變歷史 | 12,50012,500 | 00.0% | $31.8 萬$25.8 萬 | $0 | 0.1%0.1% | +0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 3,7224,030 | −308−7.6% | $31.3 萬$34.1 萬 | −$2.59 萬 | 0.1%0.1% | −0.01 |
| PGProcter & Gamble Co | 減碼歷史 | 2,1242,588 | −464−17.9% | $30.4 萬$39.8 萬 | −$6.65 萬 | 0.1%0.1% | −0.03 |
| VISNVistance Networks, Inc. | 不變歷史 | 15,00015,000 | 00.0% | $27.2 萬$23.2 萬 | $0 | 0.1%0.1% | +0.01 |
| KLACKLA Corp | 新進歷史 | 2210 | +221 | $26.8 萬$0 | +$26.8 萬 | 0.1%0.0% | +0.08 |
| SLViShares Silver Trust | 新進歷史 | 4,0050 | +4,005 | $25.8 萬$0 | +$25.8 萬 | 0.1%0.0% | +0.07 |
| iShares Tr46434V407 | 加碼– | 5,9215,388 | +533+9.9% | $25.4 萬$23.3 萬 | +$2.28 萬 | 0.1%0.1% | 0.00 |
| CLSCelestica Inc | 不變歷史 | 833833 | 00.0% | $24.6 萬$20.5 萬 | $0 | 0.1%0.1% | +0.01 |
| GILDGilead Sciences, Inc. | 不變歷史 | 2,0002,000 | 00.0% | $24.5 萬$22.2 萬 | $0 | 0.1%0.1% | +0.01 |
| APHAmphenol Corp | 不變歷史 | 1,7121,712 | 00.0% | $23.1 萬$21.2 萬 | $0 | 0.1%0.1% | 0.00 |
| TIGOMillicom International Cellular SA | 新進歷史 | 4,0000 | +4,000 | $22.2 萬$0 | +$22.2 萬 | 0.1%0.0% | +0.06 |
| CCLCarnival Corp Ltd. | 不變歷史 | 7,0027,002 | 00.0% | $21.4 萬$20.2 萬 | $0 | 0.1%0.1% | 0.00 |
| RACEFerrari N.V. | 新進歷史 | 5760 | +576 | $21.3 萬$0 | +$21.3 萬 | 0.1%0.0% | +0.06 |
| BUDAnheuser-Busch InBev SA/NV | 新進歷史 | 3,2900 | +3,290 | $21.1 萬$0 | +$21.1 萬 | 0.1%0.0% | +0.06 |
| QSQuantumScape Corp | 減碼歷史 | 20,00040,000 | −20,000−50.0% | $20.8 萬$49.3 萬 | −$20.8 萬 | 0.1%0.1% | −0.08 |
| Schwab US Dividend Equity ETF808524797 | 不變– | 7,5007,500 | 00.0% | $20.6 萬$20.5 萬 | $0 | 0.1%0.1% | 0.00 |
| GDGeneral Dynamics Corp | 減碼歷史 | 601663 | −62−9.4% | $20.2 萬$22.6 萬 | −$2.09 萬 | 0.1%0.1% | −0.01 |
| EXCExelon Corp | 加碼歷史 | 4,6004,550 | +50+1.1% | $20.1 萬$20.5 萬 | +$2,179.5 | 0.1%0.1% | 0.00 |
| Invesco Exch TRD SLF Idx FD46138J817 | 清倉– | 076,992 | −76,992−100.0% | $0$177.5 萬 | −$177.5 萬 | 0.0%0.5% | −0.52 |
| APDAir Products & Chemicals, Inc. | 清倉歷史 | 01,003 | −1,003−100.0% | $0$27.4 萬 | −$27.4 萬 | 0.0%0.1% | −0.08 |
| ECOOkeanis Eco Tankers Corp. | 清倉歷史 | 08,000 | −8,000−100.0% | $0$23.4 萬 | −$23.4 萬 | 0.0%0.1% | −0.07 |
| Vanguard S&P 500 ETF922908363 | 清倉– | 0378 | −378−100.0% | $0$23.1 萬 | −$23.1 萬 | 0.0%0.1% | −0.07 |
| SYFSynchrony Financial | 清倉歷史 | 03,200 | −3,200−100.0% | $0$22.7 萬 | −$22.7 萬 | 0.0%0.1% | −0.07 |
| CMGChipotle Mexican Grill Inc | 清倉歷史 | 05,382 | −5,382−100.0% | $0$21.1 萬 | −$21.1 萬 | 0.0%0.1% | −0.06 |
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。