Seed Wealth Management, Inc.
- SEC CIK
- 0001963728
- 最新申報
- 2026/7/27
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/25 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 131
- 較 2022 年第 4 季 0
- 總值
- $8,829 萬
- 較 2022 年第 4 季 +$95.5 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 101,940 | $513.7 萬 | 5.8% | +5,875+6.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 202,657 | $448.9 萬 | 5.1% | −2,200−1.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 74,490 | $356.4 萬 | 4.0% | +1,900+2.6% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 45,900 | $339.9 萬 | 3.9% | −3,650−7.4% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 81,138 | $336.4 萬 | 3.8% | −15,220−15.8% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 61,069 | $302.4 萬 | 3.4% | −2,580−4.1% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 41,170 | $291.8 萬 | 3.3% | +2,360+6.1% | 加碼 | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 107,588 | $256.6 萬 | 2.9% | +26,650+32.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,584 | $216.0 萬 | 2.4% | +104+1.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,162 | $177.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 10,309 | $170.0 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 36,305 | $169.5 萬 | 1.9% | +860+2.4% | 加碼 | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 77,660 | $143.0 萬 | 1.6% | −4,000−4.9% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 12,885 | $134.9 萬 | 1.5% | −2,950−18.6% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 28,590 | $128.9 萬 | 1.5% | −1,800−5.9% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,400 | $123.0 萬 | 1.4% | +12,400 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 24,870 | $118.9 萬 | 1.3% | −15,320−38.1% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 20,460 | $116.7 萬 | 1.3% | +540+2.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 20,319 | $112.2 萬 | 1.3% | +800+4.1% | 加碼 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 32,297 | $107.0 萬 | 1.2% | −108−0.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 18,260 | $106.8 萬 | 1.2% | −200−1.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 16,120 | $105.7 萬 | 1.2% | 00.0% | 不變 | – |
| Global X FDS37954Y376 | RATE PREFERRED | 45,659 | $104.4 萬 | 1.2% | +1,145+2.6% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 5,930 | $94.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 16,750 | $85.1 萬 | 1.0% | −36,550−68.6% | 減碼 | – |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 7,950 | $78.8 萬 | 0.9% | −160−2.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,620 | $78.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,650 | $72.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,480 | $72.2 萬 | 0.8% | +2,000+26.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 2,333 | $68.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,611 | $66.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,332 | $65.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 13,000 | $64.5 萬 | 0.7% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 15,431 | $62.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,920 | $61.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,610 | $61.4 萬 | 0.7% | +1,200+11.5% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,120 | $61.3 萬 | 0.7% | −1,780−12.8% | 減碼 | – |
| VMWVmware LLC | CL A COM | 4,833 | $60.3 萬 | 0.7% | −1,000−17.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,272 | $58.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 23,400 | $58.4 萬 | 0.7% | −8,000−25.5% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 6,075 | $57.5 萬 | 0.7% | +25+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,661 | $56.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 4,830 | $54.4 萬 | 0.6% | +1,150+31.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,834 | $53.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 9,035 | $52.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 1,424 | $50.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 14,402 | $50.1 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 18,450 | $49.7 萬 | 0.6% | 00.0% | 不變 | – |
| PGRProgressive Corp | Stock | 3,437 | $49.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 22,196 | $47.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 1,650 | $47.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,062 | $47.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,700 | $42.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 1,080 | $41.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,376 | $40.7 萬 | 0.5% | −75−1.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,770 | $40.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,440 | $38.7 萬 | 0.4% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,575 | $38.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,674 | $37.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,516 | $37.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 3,555 | $37.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 11,931 | $37.3 萬 | 0.4% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,898 | $37.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 29,522 | $37.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,612 | $36.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,600 | $33.9 萬 | 0.4% | +1,600 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,396 | $33.4 萬 | 0.4% | −910−17.2% | 減碼 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 11,410 | $32.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 4,100 | $32.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,186 | $31.9 萬 | 0.4% | +130+4.3% | 加碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 18,260 | $31.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 4,290 | $31.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,895 | $31.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,355 | $31.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,590 | $30.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 10,000 | $30.4 萬 | 0.3% | −250−2.4% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 454 | $30.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 463 | $29.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 627 | $29.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 13,135 | $28.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,060 | $27.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,797 | $27.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,427 | $26.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,751 | $26.4 萬 | 0.3% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 8,012 | $26.2 萬 | 0.3% | −500−5.9% | 減碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 4,095 | $26.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CAGConagra Brands Inc. | Stock | 6,875 | $25.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,120 | $25.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 7,220 | $25.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 5,600 | $25.6 萬 | 0.3% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 6,000 | $25.6 萬 | 0.3% | −1,000−14.3% | 減碼 | – |
| KRKroger Co | Stock | 5,145 | $25.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Franklin Templeton ETF Tr35473P835 | FTSE BRAZIL | 15,050 | $25.3 萬 | 0.3% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 509 | $25.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 1,105 | $25.2 萬 | 0.3% | +1,105 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 3,390 | $25.2 萬 | 0.3% | −300−8.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 650 | $25.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 6,000 | $24.9 萬 | 0.3% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 1,847 | $24.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | REG SHS | 1,883 | $24.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SCHWSchwab Charles Corp | Stock | 3,167 | $26.4 萬 | 0.3% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,445 | $21.4 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,504 | $21.2 萬 | 0.2% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 850 | $20.8 萬 | 0.2% | 歷史 |
| AFLAflac Inc | Stock | 2,840 | $20.4 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 5,103 | $20.1 萬 | 0.2% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,496 | $20.1 萬 | 0.2% | 歷史 |