S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/4 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 88
- 較 2026 年第 1 季 −1
- 總值
- $3.79 億
- 較 2026 年第 1 季 +$3,458 萬 (+10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 55,894 | $1,617 萬 | 4.3% | −7,773−12.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 67,033 | $1,598 萬 | 4.2% | −11,905−15.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,179 | $1,507 萬 | 4.0% | −7,107−14.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 43,213 | $1,488 萬 | 3.9% | +2,150+5.2% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 107,509 | $1,448 萬 | 3.8% | +8,860+9.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 161,883 | $1,421 萬 | 3.7% | +13,255+8.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 26,845 | $1,393 萬 | 3.7% | −116−0.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 27,274 | $1,367 萬 | 3.6% | +1,444+5.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,906 | $1,290 萬 | 3.4% | −429−1.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,764 | $1,222 萬 | 3.2% | −735−2.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,637 | $1,182 萬 | 3.1% | +329+2.7% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 280,863 | $1,172 萬 | 3.1% | +53,276+23.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 44,572 | $1,161 萬 | 3.1% | −1,599−3.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 51,362 | $1,150 萬 | 3.0% | −1,601−3.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 28,712 | $1,142 萬 | 3.0% | +28,712 | 新進 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 412,929 | $1,095 萬 | 2.9% | +412,929 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 180,634 | $1,091 萬 | 2.9% | −8,931−4.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 188,563 | $1,022 萬 | 2.7% | −5,189−2.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,394 | $886.1 萬 | 2.3% | +319+1.9% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 291,843 | $826.5 萬 | 2.2% | +72,754+33.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 35,726 | $787.7 萬 | 2.1% | +3,620+11.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 13,326 | $684.4 萬 | 1.8% | +668+5.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,180 | $605.9 萬 | 1.6% | +1,971+13.0% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 64,095 | $506.0 萬 | 1.3% | −8,119−11.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 14,005 | $480.5 萬 | 1.3% | −411−2.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 22,952 | $435.5 萬 | 1.1% | +10,670+86.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 31,857 | $431.3 萬 | 1.1% | +2,667+9.1% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 216,750 | $425.2 萬 | 1.1% | +35,856+19.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 205,816 | $419.1 萬 | 1.1% | +36,022+21.2% | 加碼 | – |
| EQIXEquinix Inc | COM | 4,020 | $419.0 萬 | 1.1% | −253−5.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 247,154 | $411.4 萬 | 1.1% | +45,188+22.4% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 221,366 | $411.2 萬 | 1.1% | +39,943+22.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 5,344 | $386.4 萬 | 1.0% | −1,512−22.1% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 14,532 | $347.3 萬 | 0.9% | +4,172+40.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 119,521 | $346.1 萬 | 0.9% | +119,521 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 113,966 | $335.4 萬 | 0.9% | +15,866+16.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,927 | $324.9 萬 | 0.9% | −92−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 21,999 | $300.8 萬 | 0.8% | +8,357+61.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,108 | $289.5 萬 | 0.8% | +134+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,168 | $265.2 萬 | 0.7% | −107−1.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 93,606 | $203.5 萬 | 0.5% | +16,078+20.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 91,073 | $203.5 萬 | 0.5% | +15,752+20.9% | 加碼 | – |
| FASTFastenal Co | Stock | 42,305 | $203.2 萬 | 0.5% | −856−2.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 88,387 | $202.9 萬 | 0.5% | +15,215+20.8% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 93,701 | $198.0 萬 | 0.5% | +16,931+22.1% | 加碼 | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 48,147 | $193.2 萬 | 0.5% | +48,147 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,844 | $192.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,717 | $188.9 萬 | 0.5% | −215−3.1% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 21,632 | $178.2 萬 | 0.5% | +278+1.3% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 4,432 | $139.5 萬 | 0.4% | +2,342+112.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,552 | $130.8 萬 | 0.3% | +2,015+21.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,275 | $110.1 萬 | 0.3% | +1,450+11.3% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 2,161 | $110.0 萬 | 0.3% | +499+30.0% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 10,118 | $105.2 萬 | 0.3% | −5,192−33.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 6,656 | $97.6 萬 | 0.3% | +2,922+78.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,204 | $89.5 萬 | 0.2% | −288−3.8% | 減碼依 4 比 1 拆股換算 | – |
| ACNAccenture plc | Stock | 7,005 | $87.2 萬 | 0.2% | +412+6.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,750 | $85.3 萬 | 0.2% | +413+7.7% | 加碼 | – |
| PGRProgressive Corp | Stock | 3,653 | $79.8 萬 | 0.2% | +1,103+43.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,050 | $77.4 萬 | 0.2% | +165+8.8% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 22,667 | $71.7 萬 | 0.2% | +4,668+25.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,548 | $71.0 萬 | 0.2% | −36−1.4% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 5,110 | $67.9 萬 | 0.2% | −105,562−95.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,188 | $66.5 萬 | 0.2% | −349−4.1% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 15,366 | $65.2 萬 | 0.2% | +9,546+164.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,128 | $62.6 萬 | 0.2% | +503+19.2% | 加碼 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 2,324 | $60.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RACEFerrari N.V. | COM | 1,578 | $58.7 萬 | 0.2% | +571+56.7% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,563 | $58.7 萬 | 0.2% | −209−11.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 5,376 | $55.9 萬 | 0.1% | +1,631+43.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,117 | $55.3 萬 | 0.1% | −80−6.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 2,150 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 3,219 | $54.7 萬 | 0.1% | +3,219 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 5,000 | $48.1 萬 | 0.1% | −9−0.2% | 減碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 17,964 | $45.4 萬 | 0.1% | +17,964 | 新進 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 18,676 | $45.2 萬 | 0.1% | +18,676 | 新進 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 18,666 | $45.2 萬 | 0.1% | +18,666 | 新進 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 19,523 | $45.2 萬 | 0.1% | +19,523 | 新進 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $40.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $40.0 萬 | 0.1% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 1,712 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 404 | $27.7 萬 | 0.1% | +25+6.6% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 801 | $27.3 萬 | 0.1% | +801 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,834 | $26.9 萬 | 0.1% | +90+5.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,486 | $25.4 萬 | 0.1% | −370−13.0% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,226 | $24.6 萬 | 0.1% | +1,226 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 2,051 | $24.2 萬 | 0.1% | −100−4.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,455 | $22.5 萬 | 0.1% | −743−23.2% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（12 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 16,171 | $49.6 萬 | 0.1% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,226 | $33.2 萬 | 0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,377 | $30.7 萬 | 0.1% | – |
| TIGOMillicom International Cellular SA | COM STK | 4,000 | $30.0 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,000 | $27.9 萬 | 0.1% | 歷史 |
| BCSBarclays PLC | ADR | 12,500 | $26.4 萬 | 0.1% | 歷史 |
| HALHalliburton Co | Stock | 6,500 | $25.3 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,500 | $24.9 萬 | 0.1% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 6,000 | $24.8 萬 | 0.1% | 歷史 |
| CSTMConstellium SE | CL A SHS | 9,500 | $23.4 萬 | 0.1% | 歷史 |
| EXCExelon Corp | Stock | 4,600 | $22.5 萬 | 0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 20,000 | $12.8 萬 | <0.1% | 歷史 |