S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2025 年第 4 季到 2026 年第 1 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
- 14 檔
- 估計 +$3,586 萬
- 加碼
- 32 檔
- 估計 +$3,136 萬
- 減碼
- 34 檔
- 估計 −$4,197 萬
- 清倉
- 11 檔
- 估計 −$2,460 萬
總值從 $3.51 億變成 $3.44 億（−$652.9 萬 (−1.9%)），持股從 86 檔變成 89 檔（+3）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 年第 4 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） |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | 加碼歷史 | 78,93873,429 | +5,509+7.5% | $1,644 萬$1,695 萬 | +$114.7 萬 | 4.8%4.8% | −0.06 |
| AAPLApple Inc. | 減碼歷史 | 63,66767,740 | −4,073−6.0% | $1,616 萬$1,842 萬 | −$103.4 萬 | 4.7%5.2% | −0.56 |
| GOOGLAlphabet Inc. | 減碼歷史 | 49,28659,541 | −10,255−17.2% | $1,417 萬$1,864 萬 | −$294.9 萬 | 4.1%5.3% | −1.20 |
| NEENextera Energy Inc | 減碼歷史 | 148,628169,450 | −20,822−12.3% | $1,380 萬$1,360 萬 | −$193.4 萬 | 4.0%3.9% | +0.13 |
| LINLinde PLC | 減碼歷史 | 26,96127,341 | −380−1.4% | $1,337 萬$1,166 萬 | −$18.8 萬 | 3.9%3.3% | +0.56 |
| CBRECbre Group, Inc. | 加碼歷史 | 98,64965,698 | +32,951+50.2% | $1,336 萬$1,056 萬 | +$446.4 萬 | 3.9%3.0% | +0.87 |
| METAMeta Platforms, Inc. | 加碼歷史 | 23,33519,093 | +4,242+22.2% | $1,335 萬$1,260 萬 | +$242.7 萬 | 3.9%3.6% | +0.29 |
| SHWSherwin Williams Co | 新進歷史 | 41,0630 | +41,063 | $1,316 萬$0 | +$1,316 萬 | 3.8%0.0% | +3.82 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 25,83026,207 | −377−1.4% | $1,270 萬$1,519 萬 | −$18.5 萬 | 3.7%4.3% | −0.64 |
| AAgilent Technologies, Inc. | 加碼歷史 | 110,672101,339 | +9,333+9.2% | $1,261 萬$1,379 萬 | +$106.4 萬 | 3.7%3.9% | −0.27 |
| MSFTMicrosoft Corp | 加碼歷史 | 33,49926,498 | +7,001+26.4% | $1,240 萬$1,282 萬 | +$259.2 萬 | 3.6%3.7% | −0.05 |
| COSTCostco Wholesale Corp | 加碼歷史 | 12,3087,169 | +5,139+71.7% | $1,226 萬$618.2 萬 | +$512.1 萬 | 3.6%1.8% | +1.80 |
| ROLRollins Inc | 新進歷史 | 227,5870 | +227,587 | $1,216 萬$0 | +$1,216 萬 | 3.5%0.0% | +3.53 |
| VLOValero Energy Corp | 減碼歷史 | 46,17170,396 | −24,225−34.4% | $1,141 萬$1,146 萬 | −$598.6 萬 | 3.3%3.3% | +0.05 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 52,96343,757 | +9,206+21.0% | $1,076 萬$1,126 萬 | +$187.0 萬 | 3.1%3.2% | −0.08 |
| ENBEnbridge Inc | 減碼歷史 | 193,752214,491 | −20,739−9.7% | $1,049 萬$1,026 萬 | −$112.3 萬 | 3.0%2.9% | +0.12 |
| LMTLockheed Martin Corp | 減碼歷史 | 17,07522,720 | −5,645−24.8% | $1,032 萬$1,099 萬 | −$341.2 萬 | 3.0%3.1% | −0.13 |
| USBUS Bancorp DE | 減碼歷史 | 189,565212,860 | −23,295−10.9% | $985.9 萬$1,136 萬 | −$121.2 萬 | 2.9%3.2% | −0.37 |
| CSGPCostar Group, Inc. | 加碼歷史 | 219,08946,966 | +172,123+366.5% | $883.8 萬$315.8 萬 | +$694.3 萬 | 2.6%0.9% | +1.67 |
| LOWLowes Companies Inc | 減碼歷史 | 32,10633,380 | −1,274−3.8% | $758.6 萬$805.0 萬 | −$30.1 萬 | 2.2%2.3% | −0.09 |
| MAMastercard Inc | 加碼歷史 | 12,65811,183 | +1,475+13.2% | $632.5 萬$638.4 萬 | +$73.7 萬 | 1.8%1.8% | +0.02 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 72,21486,854 | −14,640−16.9% | $518.3 萬$909.5 萬 | −$105.1 萬 | 1.5%2.6% | −1.09 |
| HDHome Depot, Inc. | 加碼歷史 | 15,20914,008 | +1,201+8.6% | $500.2 萬$482.0 萬 | +$39.5 萬 | 1.5%1.4% | +0.08 |
| PEPPepsiCo Inc | 加碼歷史 | 29,19025,789 | +3,401+13.2% | $453.3 萬$370.1 萬 | +$52.8 萬 | 1.3%1.1% | +0.26 |
| VVisa Inc. | 加碼歷史 | 14,41612,889 | +1,527+11.8% | $435.7 萬$452.0 萬 | +$46.2 萬 | 1.3%1.3% | −0.02 |
| EQIXEquinix Inc | 減碼歷史 | 4,2734,650 | −377−8.1% | $418.8 萬$356.2 萬 | −$37.0 萬 | 1.2%1.0% | +0.20 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 180,894177,184 | +3,710+2.1% | $355.0 萬$349.8 萬 | +$7.28 萬 | 1.0%1.0% | +0.03 |
| Invesco Exch TRD SLF Idx FD46138J643 | 加碼– | 169,794166,925 | +2,869+1.7% | $346.8 萬$343.9 萬 | +$5.86 萬 | 1.0%1.0% | +0.03 |
| Invesco Exch TRD SLF Idx FD46138J577 | 加碼– | 181,423178,535 | +2,888+1.6% | $338.5 萬$336.3 萬 | +$5.39 萬 | 1.0%1.0% | +0.02 |
| Invesco Exch TRD SLF Idx FD46138J460 | 新進– | 201,9660 | +201,966 | $337.7 萬$0 | +$337.7 萬 | 1.0%0.0% | +0.98 |
| SPGIS&P Global Inc. | 加碼歷史 | 6,9745,531 | +1,443+26.1% | $296.6 萬$289.0 萬 | +$61.4 萬 | 0.9%0.8% | +0.04 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 10,01910,521 | −502−4.8% | $294.7 萬$339.0 萬 | −$14.8 萬 | 0.9%1.0% | −0.11 |
| LNGCheniere Energy, Inc. | 減碼歷史 | 10,36011,754 | −1,394−11.9% | $294.0 萬$228.5 萬 | −$39.6 萬 | 0.9%0.7% | +0.20 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 98,10090,228 | +7,872+8.7% | $251.5 萬$242.8 萬 | +$20.2 萬 | 0.7%0.7% | +0.04 |
| RTXRTX Corp | 加碼歷史 | 12,28211,613 | +669+5.8% | $236.9 萬$213.0 萬 | +$12.9 萬 | 0.7%0.6% | +0.08 |
| AMATApplied Materials Inc | 減碼歷史 | 6,8569,641 | −2,785−28.9% | $234.3 萬$247.8 萬 | −$95.2 萬 | 0.7%0.7% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 7,2756,977 | +298+4.3% | $233.4 萬$233.9 萬 | +$9.56 萬 | 0.7%0.7% | +0.01 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 13,64217,491 | −3,849−22.0% | $231.4 萬$210.5 萬 | −$65.3 萬 | 0.7%0.6% | +0.07 |
| FASTFastenal Co | 新進歷史 | 43,1610 | +43,161 | $200.3 萬$0 | +$200.3 萬 | 0.6%0.0% | +0.58 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 3,8443,847 | −3−0.1% | $184.2 萬$193.4 萬 | −$1,437.6 | 0.5%0.6% | −0.02 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 73,17271,999 | +1,173+1.6% | $169.6 萬$168.0 萬 | +$2.72 萬 | 0.5%0.5% | +0.01 |
| Invesco Exch TRD SLF Idx FD46138J585 | 加碼– | 75,32174,122 | +1,199+1.6% | $168.5 萬$167.6 萬 | +$2.68 萬 | 0.5%0.5% | +0.01 |
| Invesco Exch TRD SLF Idx FD46138J452 | 加碼– | 77,52876,015 | +1,513+2.0% | $168.1 萬$167.2 萬 | +$3.28 萬 | 0.5%0.5% | +0.01 |
| IBMInternational Business Machines Corp | 減碼歷史 | 6,9327,011 | −79−1.1% | $168.0 萬$207.7 萬 | −$1.91 萬 | 0.5%0.6% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J395 | 新進– | 76,7700 | +76,770 | $161.5 萬$0 | +$161.5 萬 | 0.5%0.0% | +0.47 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 21,3543,290 | +18,064+549.1% | $148.1 萬$21.1 萬 | +$125.3 萬 | 0.4%0.1% | +0.37 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 15,310156,113 | −140,803−90.2% | $148.1 萬$1,617 萬 | −$1,362 萬 | 0.4%4.6% | −4.18 |
| ACNAccenture plc | 加碼歷史 | 6,5936,543 | +50+0.8% | $130.7 萬$175.6 萬 | +$9,914.78 | 0.4%0.5% | −0.12 |
| WMTWalmart Inc. | 加碼歷史 | 9,5379,237 | +300+3.2% | $118.5 萬$102.9 萬 | +$3.73 萬 | 0.3%0.3% | +0.05 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 1,6621,640 | +22+1.3% | $113.4 萬$93.5 萬 | +$1.50 萬 | 0.3%0.3% | +0.06 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 12,82513,460 | −635−4.7% | $86.6 萬$88.8 萬 | −$4.29 萬 | 0.3%0.3% | 0.00 |
| TSCOTractor Supply Co | 新進歷史 | 17,9990 | +17,999 | $81.5 萬$0 | +$81.5 萬 | 0.2%0.0% | +0.24 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 1,8732,036 | −163−8.0% | $79.9 萬$96.4 萬 | −$6.95 萬 | 0.2%0.3% | −0.04 |
| ECLEcolab Inc. | 減碼歷史 | 2,5843,644 | −1,060−29.1% | $68.7 萬$95.7 萬 | −$28.2 萬 | 0.2%0.3% | −0.07 |
| SYKStryker Corp | 新進歷史 | 2,0900 | +2,090 | $68.7 萬$0 | +$68.7 萬 | 0.2%0.0% | +0.20 |
| WTWWillis Towers Watson PLC | 減碼歷史 | 2,3242,334 | −10−0.4% | $67.6 萬$76.7 萬 | −$2,907 | 0.2%0.2% | −0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 5,3375,660 | −323−5.7% | $66.3 萬$68.0 萬 | −$4.01 萬 | 0.2%0.2% | 0.00 |
| KOCoca Cola Co | 減碼歷史 | 8,5379,234 | −697−7.5% | $64.9 萬$64.6 萬 | −$5.30 萬 | 0.2%0.2% | 0.00 |
| AVGOBroadcom Inc. | 加碼歷史 | 1,8851,419 | +466+32.8% | $58.3 萬$49.1 萬 | +$14.4 萬 | 0.2%0.1% | +0.03 |
| PGProcter & Gamble Co | 加碼歷史 | 3,7342,124 | +1,610+75.8% | $53.9 萬$30.4 萬 | +$23.3 萬 | 0.2%0.1% | +0.07 |
| PGRProgressive Corp | 新進歷史 | 2,5500 | +2,550 | $50.5 萬$0 | +$50.5 萬 | 0.1%0.0% | +0.15 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 16,1717,500 | +8,671+115.6% | $49.6 萬$20.6 萬 | +$26.6 萬 | 0.1%0.1% | +0.09 |
| COPConocoPhillips | 減碼歷史 | 3,7454,637 | −892−19.2% | $49.4 萬$43.4 萬 | −$11.8 萬 | 0.1%0.1% | +0.02 |
| CDNSCadence Design Systems Inc | 不變歷史 | 1,7721,772 | 00.0% | $49.2 萬$55.4 萬 | $0 | 0.1%0.2% | −0.01 |
| DISWalt Disney Co | 減碼歷史 | 5,0095,019 | −10−0.2% | $48.3 萬$57.1 萬 | −$963.86 | 0.1%0.2% | −0.02 |
| NVDANVIDIA Corp | 加碼歷史 | 2,6252,238 | +387+17.3% | $45.8 萬$41.7 萬 | +$6.75 萬 | 0.1%0.1% | +0.01 |
| ROKRockwell Automation, Inc | 加碼歷史 | 1,197850 | +347+40.8% | $43.0 萬$33.1 萬 | +$12.5 萬 | 0.1%0.1% | +0.03 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $39.2 萬$37.4 萬 | $0 | 0.1%0.1% | +0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $35.2 萬$34.7 萬 | $0 | 0.1%0.1% | 0.00 |
| RACEFerrari N.V. | 加碼歷史 | 1,007576 | +431+74.8% | $34.1 萬$21.3 萬 | +$14.6 萬 | 0.1%0.1% | +0.04 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 新進– | 7,2260 | +7,226 | $33.2 萬$0 | +$33.2 萬 | 0.1%0.0% | +0.10 |
| iShares Core Dividend Growth ETF46434V621 | 減碼– | 4,3775,118 | −741−14.5% | $30.7 萬$35.5 萬 | −$5.20 萬 | 0.1%0.1% | −0.01 |
| TIGOMillicom International Cellular SA | 不變歷史 | 4,0004,000 | 00.0% | $30.0 萬$22.2 萬 | $0 | 0.1%0.1% | +0.02 |
| GLWCorning Inc | 減碼歷史 | 2,1504,072 | −1,922−47.2% | $29.2 萬$35.7 萬 | −$26.1 萬 | 0.1%0.1% | −0.02 |
| GILDGilead Sciences, Inc. | 不變歷史 | 2,0002,000 | 00.0% | $27.9 萬$24.5 萬 | $0 | 0.1%0.1% | +0.01 |
| CLColgate Palmolive Co | 減碼歷史 | 3,19866,397 | −63,199−95.2% | $27.3 萬$524.7 萬 | −$538.6 萬 | 0.1%1.5% | −1.42 |
| BCSBarclays PLC | 不變歷史 | 12,50012,500 | 00.0% | $26.4 萬$31.8 萬 | $0 | 0.1%0.1% | −0.01 |
| XYLXylem Inc. | 減碼歷史 | 2,1512,546 | −395−15.5% | $25.7 萬$34.7 萬 | −$4.72 萬 | 0.1%0.1% | −0.02 |
| ORCLOracle Corp | 減碼歷史 | 1,7441,752 | −8−0.5% | $25.7 萬$34.1 萬 | −$1,176.94 | 0.1%0.1% | −0.02 |
| SBUXStarbucks Corp | 減碼歷史 | 2,8563,722 | −866−23.3% | $25.6 萬$31.3 萬 | −$7.76 萬 | 0.1%0.1% | −0.02 |
| HALHalliburton Co | 新進歷史 | 6,5000 | +6,500 | $25.3 萬$0 | +$25.3 萬 | 0.1%0.0% | +0.07 |
| PYPLPayPal Holdings, Inc. | 新進歷史 | 5,5000 | +5,500 | $24.9 萬$0 | +$24.9 萬 | 0.1%0.0% | +0.07 |
| JEFJefferies Financial Group Inc. | 新進歷史 | 6,0000 | +6,000 | $24.8 萬$0 | +$24.8 萬 | 0.1%0.0% | +0.07 |
| iShares Tr46434V407 | 減碼– | 5,8205,921 | −101−1.7% | $24.6 萬$25.4 萬 | −$4,273.08 | 0.1%0.1% | 0.00 |
| CSTMConstellium SE | 新進歷史 | 9,5000 | +9,500 | $23.4 萬$0 | +$23.4 萬 | 0.1%0.0% | +0.07 |
| Vanguard S&P 500 ETF922908363 | 新進– | 3790 | +379 | $22.6 萬$0 | +$22.6 萬 | 0.1%0.0% | +0.07 |
| EXCExelon Corp | 不變歷史 | 4,6004,600 | 00.0% | $22.5 萬$20.1 萬 | $0 | 0.1%0.1% | +0.01 |
| APHAmphenol Corp | 不變歷史 | 1,7121,712 | 00.0% | $21.6 萬$23.1 萬 | $0 | 0.1%0.1% | 0.00 |
| QSQuantumScape Corp | 不變歷史 | 20,00020,000 | 00.0% | $12.8 萬$20.8 萬 | $0 | <0.1%0.1% | −0.02 |
| CTVACorteva, Inc. | 清倉歷史 | 0185,508 | −185,508−100.0% | $0$1,243 萬 | −$1,243 萬 | 0.0%3.5% | −3.54 |
| AMTAmerican Tower Corp | 清倉歷史 | 028,253 | −28,253−100.0% | $0$496.0 萬 | −$496.0 萬 | 0.0%1.4% | −1.41 |
| Invesco Exch TRD SLF Idx FD46138J791 | 清倉– | 0176,573 | −176,573−100.0% | $0$345.6 萬 | −$345.6 萬 | 0.0%1.0% | −0.99 |
| SOSouthern Co | 清倉歷史 | 021,899 | −21,899−100.0% | $0$191.0 萬 | −$191.0 萬 | 0.0%0.5% | −0.54 |
| ARQTArcutis Biotherapeutics, Inc. | 清倉歷史 | 013,000 | −13,000−100.0% | $0$37.8 萬 | −$37.8 萬 | 0.0%0.1% | −0.11 |
| VISNVistance Networks, Inc. | 清倉歷史 | 015,000 | −15,000−100.0% | $0$27.2 萬 | −$27.2 萬 | 0.0%0.1% | −0.08 |
| KLACKLA Corp | 清倉歷史 | 0221 | −221−100.0% | $0$26.8 萬 | −$26.8 萬 | 0.0%0.1% | −0.08 |
| SLViShares Silver Trust | 清倉歷史 | 04,005 | −4,005−100.0% | $0$25.8 萬 | −$25.8 萬 | 0.0%0.1% | −0.07 |
| CLSCelestica Inc | 清倉歷史 | 0833 | −833−100.0% | $0$24.6 萬 | −$24.6 萬 | 0.0%0.1% | −0.07 |
| CCLCarnival Corp Ltd. | 清倉歷史 | 07,002 | −7,002−100.0% | $0$21.4 萬 | −$21.4 萬 | 0.0%0.1% | −0.06 |
| GDGeneral Dynamics Corp | 清倉歷史 | 0601 | −601−100.0% | $0$20.2 萬 | −$20.2 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。