S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2026 年第 1 季到 2026 年第 2 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
- 11 檔
- 估計 +$3,064 萬
- 加碼
- 42 檔
- 估計 +$2,306 萬
- 減碼
- 29 檔
- 估計 −$2,698 萬
- 清倉
- 12 檔
- 估計 −$331.4 萬
總值從 $3.44 億變成 $3.79 億（+$3,458 萬 (+10.0%)），持股從 89 檔變成 88 檔（−1）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 年第 1 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 55,89463,667 | −7,773−12.2% | $1,617 萬$1,616 萬 | −$224.9 萬 | 4.3%4.7% | −0.42 |
| AMZNAmazon Com Inc | 減碼歷史 | 67,03378,938 | −11,905−15.1% | $1,598 萬$1,644 萬 | −$283.7 萬 | 4.2%4.8% | −0.56 |
| GOOGLAlphabet Inc. | 減碼歷史 | 42,17949,286 | −7,107−14.4% | $1,507 萬$1,417 萬 | −$254.0 萬 | 4.0%4.1% | −0.14 |
| SHWSherwin Williams Co | 加碼歷史 | 43,21341,063 | +2,150+5.2% | $1,488 萬$1,316 萬 | +$74.0 萬 | 3.9%3.8% | +0.10 |
| CBRECbre Group, Inc. | 加碼歷史 | 107,50998,649 | +8,860+9.0% | $1,448 萬$1,336 萬 | +$119.3 萬 | 3.8%3.9% | −0.06 |
| NEENextera Energy Inc | 加碼歷史 | 161,883148,628 | +13,255+8.9% | $1,421 萬$1,380 萬 | +$116.3 萬 | 3.7%4.0% | −0.26 |
| LINLinde PLC | 減碼歷史 | 26,84526,961 | −116−0.4% | $1,393 萬$1,337 萬 | −$6.02 萬 | 3.7%3.9% | −0.21 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 27,27425,830 | +1,444+5.6% | $1,367 萬$1,270 萬 | +$72.4 萬 | 3.6%3.7% | −0.08 |
| METAMeta Platforms, Inc. | 減碼歷史 | 22,90623,335 | −429−1.8% | $1,290 萬$1,335 萬 | −$24.2 萬 | 3.4%3.9% | −0.47 |
| MSFTMicrosoft Corp | 減碼歷史 | 32,76433,499 | −735−2.2% | $1,222 萬$1,240 萬 | −$27.4 萬 | 3.2%3.6% | −0.38 |
| COSTCostco Wholesale Corp | 加碼歷史 | 12,63712,308 | +329+2.7% | $1,182 萬$1,226 萬 | +$30.8 萬 | 3.1%3.6% | −0.44 |
| ROLRollins Inc | 加碼歷史 | 280,863227,587 | +53,276+23.4% | $1,172 萬$1,216 萬 | +$222.4 萬 | 3.1%3.5% | −0.44 |
| VLOValero Energy Corp | 減碼歷史 | 44,57246,171 | −1,599−3.5% | $1,161 萬$1,141 萬 | −$41.6 萬 | 3.1%3.3% | −0.25 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 51,36252,963 | −1,601−3.0% | $1,150 萬$1,076 萬 | −$35.9 萬 | 3.0%3.1% | −0.09 |
| ISRGIntuitive Surgical Inc | 新進歷史 | 28,7120 | +28,712 | $1,142 萬$0 | +$1,142 萬 | 3.0%0.0% | +3.01 |
| PIMCO ETF Tr72201R585 | 新進– | 412,9290 | +412,929 | $1,095 萬$0 | +$1,095 萬 | 2.9%0.0% | +2.89 |
| USBUS Bancorp DE | 減碼歷史 | 180,634189,565 | −8,931−4.7% | $1,091 萬$985.9 萬 | −$53.9 萬 | 2.9%2.9% | +0.02 |
| ENBEnbridge Inc | 減碼歷史 | 188,563193,752 | −5,189−2.7% | $1,022 萬$1,049 萬 | −$28.1 萬 | 2.7%3.0% | −0.35 |
| LMTLockheed Martin Corp | 加碼歷史 | 17,39417,075 | +319+1.9% | $886.1 萬$1,032 萬 | +$16.3 萬 | 2.3%3.0% | −0.66 |
| CSGPCostar Group, Inc. | 加碼歷史 | 291,843219,089 | +72,754+33.2% | $826.5 萬$883.8 萬 | +$206.0 萬 | 2.2%2.6% | −0.39 |
| LOWLowes Companies Inc | 加碼歷史 | 35,72632,106 | +3,620+11.3% | $787.7 萬$758.6 萬 | +$79.8 萬 | 2.1%2.2% | −0.12 |
| MAMastercard Inc | 加碼歷史 | 13,32612,658 | +668+5.3% | $684.4 萬$632.5 萬 | +$34.3 萬 | 1.8%1.8% | −0.03 |
| HDHome Depot, Inc. | 加碼歷史 | 17,18015,209 | +1,971+13.0% | $605.9 萬$500.2 萬 | +$69.5 萬 | 1.6%1.5% | +0.15 |
| ELEstee Lauder Companies Inc | 減碼歷史 | 64,09572,214 | −8,119−11.2% | $506.0 萬$518.3 萬 | −$64.1 萬 | 1.3%1.5% | −0.17 |
| VVisa Inc. | 減碼歷史 | 14,00514,416 | −411−2.9% | $480.5 萬$435.7 萬 | −$14.1 萬 | 1.3%1.3% | 0.00 |
| RTXRTX Corp | 加碼歷史 | 22,95212,282 | +10,670+86.9% | $435.5 萬$236.9 萬 | +$202.4 萬 | 1.1%0.7% | +0.46 |
| PEPPepsiCo Inc | 加碼歷史 | 31,85729,190 | +2,667+9.1% | $431.3 萬$453.3 萬 | +$36.1 萬 | 1.1%1.3% | −0.18 |
| Invesco Exch TRD SLF Idx FD46138J783 | 加碼– | 216,750180,894 | +35,856+19.8% | $425.2 萬$355.0 萬 | +$70.3 萬 | 1.1%1.0% | +0.09 |
| Invesco Exch TRD SLF Idx FD46138J643 | 加碼– | 205,816169,794 | +36,022+21.2% | $419.1 萬$346.8 萬 | +$73.4 萬 | 1.1%1.0% | +0.10 |
| EQIXEquinix Inc | 減碼歷史 | 4,0204,273 | −253−5.9% | $419.0 萬$418.8 萬 | −$26.4 萬 | 1.1%1.2% | −0.11 |
| Invesco Exch TRD SLF Idx FD46138J460 | 加碼– | 247,154201,966 | +45,188+22.4% | $411.4 萬$337.7 萬 | +$75.2 萬 | 1.1%1.0% | +0.11 |
| Invesco Exch TRD SLF Idx FD46138J577 | 加碼– | 221,366181,423 | +39,943+22.0% | $411.2 萬$338.5 萬 | +$74.2 萬 | 1.1%1.0% | +0.10 |
| AMATApplied Materials Inc | 減碼歷史 | 5,3446,856 | −1,512−22.1% | $386.4 萬$234.3 萬 | −$109.3 萬 | 1.0%0.7% | +0.34 |
| LNGCheniere Energy, Inc. | 加碼歷史 | 14,53210,360 | +4,172+40.3% | $347.3 萬$294.0 萬 | +$99.7 萬 | 0.9%0.9% | +0.06 |
| Schwab U.S. Broad Market ETF808524102 | 新進– | 119,5210 | +119,521 | $346.1 萬$0 | +$346.1 萬 | 0.9%0.0% | +0.91 |
| Schwab U.S. Large-Cap ETF808524201 | 加碼– | 113,96698,100 | +15,866+16.2% | $335.4 萬$251.5 萬 | +$46.7 萬 | 0.9%0.7% | +0.15 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 9,92710,019 | −92−0.9% | $324.9 萬$294.7 萬 | −$3.01 萬 | 0.9%0.9% | 0.00 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 21,99913,642 | +8,357+61.3% | $300.8 萬$231.4 萬 | +$114.3 萬 | 0.8%0.7% | +0.12 |
| SPGIS&P Global Inc. | 加碼歷史 | 7,1086,974 | +134+1.9% | $289.5 萬$296.6 萬 | +$5.46 萬 | 0.8%0.9% | −0.10 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 7,1687,275 | −107−1.5% | $265.2 萬$233.4 萬 | −$3.96 萬 | 0.7%0.7% | +0.02 |
| Invesco Exch TRD SLF Idx FD46138J452 | 加碼– | 93,60677,528 | +16,078+20.7% | $203.5 萬$168.1 萬 | +$35.0 萬 | 0.5%0.5% | +0.05 |
| Invesco Exch TRD SLF Idx FD46138J585 | 加碼– | 91,07375,321 | +15,752+20.9% | $203.5 萬$168.5 萬 | +$35.2 萬 | 0.5%0.5% | +0.05 |
| FASTFastenal Co | 減碼歷史 | 42,30543,161 | −856−2.0% | $203.2 萬$200.3 萬 | −$4.11 萬 | 0.5%0.6% | −0.05 |
| Invesco Exch TRD SLF Idx FD46138J635 | 加碼– | 88,38773,172 | +15,215+20.8% | $202.9 萬$169.6 萬 | +$34.9 萬 | 0.5%0.5% | +0.04 |
| Invesco Exch TRD SLF Idx FD46138J395 | 加碼– | 93,70176,770 | +16,931+22.1% | $198.0 萬$161.5 萬 | +$35.8 萬 | 0.5%0.5% | +0.05 |
| Fidelity Covington Trust31609A404 | 新進– | 48,1470 | +48,147 | $193.2 萬$0 | +$193.2 萬 | 0.5%0.0% | +0.51 |
| BRK.BBerkshire Hathaway Inc | 不變歷史 | 3,8443,844 | 00.0% | $192.4 萬$184.2 萬 | $0 | 0.5%0.5% | −0.03 |
| IBMInternational Business Machines Corp | 減碼歷史 | 6,7176,932 | −215−3.1% | $188.9 萬$168.0 萬 | −$6.05 萬 | 0.5%0.5% | +0.01 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 21,63221,354 | +278+1.3% | $178.2 萬$148.1 萬 | +$2.29 萬 | 0.5%0.4% | +0.04 |
| SYKStryker Corp | 加碼歷史 | 4,4322,090 | +2,342+112.1% | $139.5 萬$68.7 萬 | +$73.7 萬 | 0.4%0.2% | +0.17 |
| WMTWalmart Inc. | 加碼歷史 | 11,5529,537 | +2,015+21.1% | $130.8 萬$118.5 萬 | +$22.8 萬 | 0.3%0.3% | 0.00 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 14,27512,825 | +1,450+11.3% | $110.1 萬$86.6 萬 | +$11.2 萬 | 0.3%0.3% | +0.04 |
| NOCNorthrop Grumman Corp | 加碼歷史 | 2,1611,662 | +499+30.0% | $110.0 萬$113.4 萬 | +$25.4 萬 | 0.3%0.3% | −0.04 |
| VanEck Morningstar Wide Moat ETF92189F643 | 減碼– | 10,11815,310 | −5,192−33.9% | $105.2 萬$148.1 萬 | −$54.0 萬 | 0.3%0.4% | −0.15 |
| PGProcter & Gamble Co | 加碼歷史 | 6,6563,734 | +2,922+78.3% | $97.6 萬$53.9 萬 | +$42.8 萬 | 0.3%0.2% | +0.10 |
| iShares Russell 1000 Growth ETF464287614 | 減碼依 4 比 1 拆股換算– | 7,2047,492 | −288−3.8% | $89.5 萬$79.9 萬 | −$3.58 萬 | 0.2%0.2% | 0.00 |
| ACNAccenture plc | 加碼歷史 | 7,0056,593 | +412+6.2% | $87.2 萬$130.7 萬 | +$5.13 萬 | 0.2%0.4% | −0.15 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 5,7505,337 | +413+7.7% | $85.3 萬$66.3 萬 | +$6.12 萬 | 0.2%0.2% | +0.03 |
| PGRProgressive Corp | 加碼歷史 | 3,6532,550 | +1,103+43.3% | $79.8 萬$50.5 萬 | +$24.1 萬 | 0.2%0.1% | +0.06 |
| AVGOBroadcom Inc. | 加碼歷史 | 2,0501,885 | +165+8.8% | $77.4 萬$58.3 萬 | +$6.23 萬 | 0.2%0.2% | +0.03 |
| TSCOTractor Supply Co | 加碼歷史 | 22,66717,999 | +4,668+25.9% | $71.7 萬$81.5 萬 | +$14.8 萬 | 0.2%0.2% | −0.05 |
| ECLEcolab Inc. | 減碼歷史 | 2,5482,584 | −36−1.4% | $71.0 萬$68.7 萬 | −$1.00 萬 | 0.2%0.2% | −0.01 |
| AAgilent Technologies, Inc. | 減碼歷史 | 5,110110,672 | −105,562−95.4% | $67.9 萬$1,261 萬 | −$1,402 萬 | 0.2%3.7% | −3.48 |
| KOCoca Cola Co | 減碼歷史 | 8,1888,537 | −349−4.1% | $66.5 萬$64.9 萬 | −$2.84 萬 | 0.2%0.2% | −0.01 |
| iShares Tr46434V407 | 加碼– | 15,3665,820 | +9,546+164.0% | $65.2 萬$24.6 萬 | +$40.5 萬 | 0.2%0.1% | +0.10 |
| NVDANVIDIA Corp | 加碼歷史 | 3,1282,625 | +503+19.2% | $62.6 萬$45.8 萬 | +$10.1 萬 | 0.2%0.1% | +0.03 |
| WTWWillis Towers Watson PLC | 不變歷史 | 2,3242,324 | 00.0% | $60.7 萬$67.6 萬 | $0 | 0.2%0.2% | −0.04 |
| RACEFerrari N.V. | 加碼歷史 | 1,5781,007 | +571+56.7% | $58.7 萬$34.1 萬 | +$21.3 萬 | 0.2%0.1% | +0.06 |
| CDNSCadence Design Systems Inc | 減碼歷史 | 1,5631,772 | −209−11.8% | $58.7 萬$49.2 萬 | −$7.84 萬 | 0.2%0.1% | +0.01 |
| COPConocoPhillips | 加碼歷史 | 5,3763,745 | +1,631+43.6% | $55.9 萬$49.4 萬 | +$17.0 萬 | 0.1%0.1% | 0.00 |
| ROKRockwell Automation, Inc | 減碼歷史 | 1,1171,197 | −80−6.7% | $55.3 萬$43.0 萬 | −$3.96 萬 | 0.1%0.1% | +0.02 |
| GLWCorning Inc | 不變歷史 | 2,1502,150 | 00.0% | $54.9 萬$29.2 萬 | $0 | 0.1%0.1% | +0.06 |
| CTASCintas Corp | 新進歷史 | 3,2190 | +3,219 | $54.7 萬$0 | +$54.7 萬 | 0.1%0.0% | +0.14 |
| DISWalt Disney Co | 減碼歷史 | 5,0005,009 | −9−0.2% | $48.1 萬$48.3 萬 | −$866.18 | 0.1%0.1% | −0.01 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | 新進– | 17,9640 | +17,964 | $45.4 萬$0 | +$45.4 萬 | 0.1%0.0% | +0.12 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | 新進– | 18,6760 | +18,676 | $45.2 萬$0 | +$45.2 萬 | 0.1%0.0% | +0.12 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | 新進– | 18,6660 | +18,666 | $45.2 萬$0 | +$45.2 萬 | 0.1%0.0% | +0.12 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | 新進– | 19,5230 | +19,523 | $45.2 萬$0 | +$45.2 萬 | 0.1%0.0% | +0.12 |
| SPDR Series Trust78464A763 | 不變– | 2,6872,687 | 00.0% | $40.9 萬$39.2 萬 | $0 | 0.1%0.1% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 1,6491,649 | 00.0% | $40.0 萬$35.2 萬 | $0 | 0.1%0.1% | 0.00 |
| APHAmphenol Corp | 不變歷史 | 1,7121,712 | 00.0% | $30.2 萬$21.6 萬 | $0 | 0.1%0.1% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 404379 | +25+6.6% | $27.7 萬$22.6 萬 | +$1.72 萬 | 0.1%0.1% | +0.01 |
| PANWPalo Alto Networks Inc | 新進歷史 | 8010 | +801 | $27.3 萬$0 | +$27.3 萬 | 0.1%0.0% | +0.07 |
| ORCLOracle Corp | 加碼歷史 | 1,8341,744 | +90+5.2% | $26.9 萬$25.7 萬 | +$1.32 萬 | 0.1%0.1% | 0.00 |
| SBUXStarbucks Corp | 減碼歷史 | 2,4862,856 | −370−13.0% | $25.4 萬$25.6 萬 | −$3.78 萬 | 0.1%0.1% | −0.01 |
| COFCapital One Financial Corp | 新進歷史 | 1,2260 | +1,226 | $24.6 萬$0 | +$24.6 萬 | 0.1%0.0% | +0.06 |
| XYLXylem Inc. | 減碼歷史 | 2,0512,151 | −100−4.6% | $24.2 萬$25.7 萬 | −$1.18 萬 | 0.1%0.1% | −0.01 |
| CLColgate Palmolive Co | 減碼歷史 | 2,4553,198 | −743−23.2% | $22.5 萬$27.3 萬 | −$6.81 萬 | 0.1%0.1% | −0.02 |
| Schwab US Dividend Equity ETF808524797 | 清倉– | 016,171 | −16,171−100.0% | $0$49.6 萬 | −$49.6 萬 | 0.0%0.1% | −0.14 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 清倉– | 07,226 | −7,226−100.0% | $0$33.2 萬 | −$33.2 萬 | 0.0%0.1% | −0.10 |
| iShares Core Dividend Growth ETF46434V621 | 清倉– | 04,377 | −4,377−100.0% | $0$30.7 萬 | −$30.7 萬 | 0.0%0.1% | −0.09 |
| TIGOMillicom International Cellular SA | 清倉歷史 | 04,000 | −4,000−100.0% | $0$30.0 萬 | −$30.0 萬 | 0.0%0.1% | −0.09 |
| GILDGilead Sciences, Inc. | 清倉歷史 | 02,000 | −2,000−100.0% | $0$27.9 萬 | −$27.9 萬 | 0.0%0.1% | −0.08 |
| BCSBarclays PLC | 清倉歷史 | 012,500 | −12,500−100.0% | $0$26.4 萬 | −$26.4 萬 | 0.0%0.1% | −0.08 |
| HALHalliburton Co | 清倉歷史 | 06,500 | −6,500−100.0% | $0$25.3 萬 | −$25.3 萬 | 0.0%0.1% | −0.07 |
| PYPLPayPal Holdings, Inc. | 清倉歷史 | 05,500 | −5,500−100.0% | $0$24.9 萬 | −$24.9 萬 | 0.0%0.1% | −0.07 |
| JEFJefferies Financial Group Inc. | 清倉歷史 | 06,000 | −6,000−100.0% | $0$24.8 萬 | −$24.8 萬 | 0.0%0.1% | −0.07 |
| CSTMConstellium SE | 清倉歷史 | 09,500 | −9,500−100.0% | $0$23.4 萬 | −$23.4 萬 | 0.0%0.1% | −0.07 |
| EXCExelon Corp | 清倉歷史 | 04,600 | −4,600−100.0% | $0$22.5 萬 | −$22.5 萬 | 0.0%0.1% | −0.07 |
| QSQuantumScape Corp | 清倉歷史 | 020,000 | −20,000−100.0% | $0$12.8 萬 | −$12.8 萬 | 0.0%<0.1% | −0.04 |
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。