S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/23 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 89
- 較 2025 年第 4 季 +3
- 總值
- $3.44 億
- 較 2025 年第 4 季 −$652.9 萬 (−1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 78,938 | $1,644 萬 | 4.8% | +5,509+7.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,667 | $1,616 萬 | 4.7% | −4,073−6.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,286 | $1,417 萬 | 4.1% | −10,255−17.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 148,628 | $1,380 萬 | 4.0% | −20,822−12.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 26,961 | $1,337 萬 | 3.9% | −380−1.4% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 98,649 | $1,336 萬 | 3.9% | +32,951+50.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,335 | $1,335 萬 | 3.9% | +4,242+22.2% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 41,063 | $1,316 萬 | 3.8% | +41,063 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 25,830 | $1,270 萬 | 3.7% | −377−1.4% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 110,672 | $1,261 萬 | 3.7% | +9,333+9.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,499 | $1,240 萬 | 3.6% | +7,001+26.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,308 | $1,226 萬 | 3.6% | +5,139+71.7% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 227,587 | $1,216 萬 | 3.5% | +227,587 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 46,171 | $1,141 萬 | 3.3% | −24,225−34.4% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 52,963 | $1,076 萬 | 3.1% | +9,206+21.0% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 193,752 | $1,049 萬 | 3.0% | −20,739−9.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,075 | $1,032 萬 | 3.0% | −5,645−24.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 189,565 | $985.9 萬 | 2.9% | −23,295−10.9% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 219,089 | $883.8 萬 | 2.6% | +172,123+366.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,106 | $758.6 萬 | 2.2% | −1,274−3.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 12,658 | $632.5 萬 | 1.8% | +1,475+13.2% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 72,214 | $518.3 萬 | 1.5% | −14,640−16.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 15,209 | $500.2 萬 | 1.5% | +1,201+8.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 29,190 | $453.3 萬 | 1.3% | +3,401+13.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,416 | $435.7 萬 | 1.3% | +1,527+11.8% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 4,273 | $418.8 萬 | 1.2% | −377−8.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 180,894 | $355.0 萬 | 1.0% | +3,710+2.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 169,794 | $346.8 萬 | 1.0% | +2,869+1.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 181,423 | $338.5 萬 | 1.0% | +2,888+1.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 201,966 | $337.7 萬 | 1.0% | +201,966 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 6,974 | $296.6 萬 | 0.9% | +1,443+26.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,019 | $294.7 萬 | 0.9% | −502−4.8% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 10,360 | $294.0 萬 | 0.9% | −1,394−11.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 98,100 | $251.5 萬 | 0.7% | +7,872+8.7% | 加碼 | – |
| RTXRTX Corp | Stock | 12,282 | $236.9 萬 | 0.7% | +669+5.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 6,856 | $234.3 萬 | 0.7% | −2,785−28.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,275 | $233.4 萬 | 0.7% | +298+4.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,642 | $231.4 萬 | 0.7% | −3,849−22.0% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 43,161 | $200.3 萬 | 0.6% | +43,161 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,844 | $184.2 萬 | 0.5% | −3−0.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 73,172 | $169.6 萬 | 0.5% | +1,173+1.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 75,321 | $168.5 萬 | 0.5% | +1,199+1.6% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 77,528 | $168.1 萬 | 0.5% | +1,513+2.0% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,932 | $168.0 萬 | 0.5% | −79−1.1% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 76,770 | $161.5 萬 | 0.5% | +76,770 | 新進 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 21,354 | $148.1 萬 | 0.4% | +18,064+549.1% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 15,310 | $148.1 萬 | 0.4% | −140,803−90.2% | 減碼 | – |
| ACNAccenture plc | Stock | 6,593 | $130.7 萬 | 0.4% | +50+0.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,537 | $118.5 萬 | 0.3% | +300+3.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,662 | $113.4 萬 | 0.3% | +22+1.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,825 | $86.6 萬 | 0.3% | −635−4.7% | 減碼 | – |
| TSCOTractor Supply Co | COM | 17,999 | $81.5 萬 | 0.2% | +17,999 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,873 | $79.9 萬 | 0.2% | −163−8.0% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,584 | $68.7 萬 | 0.2% | −1,060−29.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 2,090 | $68.7 萬 | 0.2% | +2,090 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,324 | $67.6 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,337 | $66.3 萬 | 0.2% | −323−5.7% | 減碼 | – |
| KOCoca Cola Co | Stock | 8,537 | $64.9 萬 | 0.2% | −697−7.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,885 | $58.3 萬 | 0.2% | +466+32.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,734 | $53.9 萬 | 0.2% | +1,610+75.8% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,550 | $50.5 萬 | 0.1% | +2,550 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,171 | $49.6 萬 | 0.1% | +8,671+115.6% | 加碼 | – |
| COPConocoPhillips | Stock | 3,745 | $49.4 萬 | 0.1% | −892−19.2% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 5,009 | $48.3 萬 | 0.1% | −10−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,625 | $45.8 萬 | 0.1% | +387+17.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,197 | $43.0 萬 | 0.1% | +347+40.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $39.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $35.2 萬 | 0.1% | 00.0% | 不變 | – |
| RACEFerrari N.V. | COM | 1,007 | $34.1 萬 | 0.1% | +431+74.8% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,226 | $33.2 萬 | 0.1% | +7,226 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,377 | $30.7 萬 | 0.1% | −741−14.5% | 減碼 | – |
| TIGOMillicom International Cellular SA | COM STK | 4,000 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 2,150 | $29.2 萬 | 0.1% | −1,922−47.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,198 | $27.3 萬 | 0.1% | −63,199−95.2% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 12,500 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 2,151 | $25.7 萬 | 0.1% | −395−15.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,744 | $25.7 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,856 | $25.6 萬 | 0.1% | −866−23.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 6,500 | $25.3 萬 | 0.1% | +6,500 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,500 | $24.9 萬 | 0.1% | +5,500 | 新進 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 6,000 | $24.8 萬 | 0.1% | +6,000 | 新進 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,820 | $24.6 萬 | 0.1% | −101−1.7% | 減碼 | – |
| CSTMConstellium SE | CL A SHS | 9,500 | $23.4 萬 | 0.1% | +9,500 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 379 | $22.6 萬 | 0.1% | +379 | 新進 | – |
| EXCExelon Corp | Stock | 4,600 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 1,712 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QSQuantumScape Corp | COM CL A | 20,000 | $12.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（11 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTVACorteva, Inc. | Stock | 185,508 | $1,243 萬 | 3.5% | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,253 | $496.0 萬 | 1.4% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 176,573 | $345.6 萬 | 1.0% | – |
| SOSouthern Co | Stock | 21,899 | $191.0 萬 | 0.5% | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 13,000 | $37.8 萬 | 0.1% | 歷史 |
| VISNVistance Networks, Inc. | COM | 15,000 | $27.2 萬 | 0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 221 | $26.8 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 4,005 | $25.8 萬 | 0.1% | 歷史 |
| CLSCelestica Inc | Stock | 833 | $24.6 萬 | 0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 7,002 | $21.4 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 601 | $20.2 萬 | 0.1% | 歷史 |