Seed Wealth Management, Inc.
- SEC CIK
- 0001963728
- 最新申報
- 2026/7/27
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/18 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 149
- 較 2024 年第 4 季 +1
- 總值
- $1.23 億
- 較 2024 年第 4 季 −$99.6 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 159,805 | $740.1 萬 | 6.0% | −300.0% | 減碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 139,573 | $630.9 萬 | 5.1% | +10,031+7.7% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 193,755 | $521.0 萬 | 4.2% | +22,335+13.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 227,083 | $488.9 萬 | 4.0% | +17,590+8.4% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 44,195 | $408.3 萬 | 3.3% | +2,400+5.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 46,765 | $407.7 萬 | 3.3% | +2,260+5.1% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 30,845 | $343.9 萬 | 2.8% | +2,365+8.3% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 143,190 | $315.7 萬 | 2.6% | +470+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 103,610 | $251.2 萬 | 2.0% | −21,623−17.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,142 | $230.6 萬 | 1.9% | −20−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,309 | $229.0 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 45,262 | $225.9 萬 | 1.8% | −3,000−6.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,815 | $214.8 萬 | 1.7% | −350−4.3% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 30,940 | $183.8 萬 | 1.5% | +1,800+6.2% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 17,090 | $156.8 萬 | 1.3% | +1,435+9.2% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,775 | $145.5 萬 | 1.2% | +27,775 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,620 | $145.0 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 28,870 | $143.6 萬 | 1.2% | +1,245+4.5% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,560 | $143.4 萬 | 1.2% | +800+4.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 22,954 | $142.5 萬 | 1.2% | +3,000+15.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,380 | $140.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 16,040 | $135.4 萬 | 1.1% | −860−5.1% | 減碼 | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 62,720 | $133.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 46,050 | $122.4 萬 | 1.0% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 23,770 | $119.8 萬 | 1.0% | −360−1.5% | 減碼 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 32,077 | $116.1 萬 | 0.9% | 00.0% | 不變 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 16,665 | $110.4 萬 | 0.9% | +175+1.1% | 加碼 | – |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 7,950 | $100.4 萬 | 0.8% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 1,474 | $99.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,685 | $98.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 14,030 | $97.4 萬 | 0.8% | +2,240+19.0% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,437 | $97.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 48,200 | $94.7 萬 | 0.8% | −395−0.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,920 | $92.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,600 | $92.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 18,104 | $91.8 萬 | 0.7% | +200+1.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 9,420 | $88.3 萬 | 0.7% | 00.0% | 不變 | – |
| Global X FDS37960A438 | 1 3 MO T BI ET | 8,770 | $88.1 萬 | 0.7% | +8,770 | 新進 | – |
| DELLDell Technologies Inc. | Stock | 9,175 | $83.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,233 | $81.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y376 | RATE PREFERRED | 33,425 | $79.1 萬 | 0.6% | −16,450−33.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,558 | $75.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,611 | $75.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,302 | $74.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,332 | $72.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 8,190 | $71.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 22,196 | $70.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,580 | $69.7 萬 | 0.6% | +1,200+11.6% | 加碼 | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 28,254 | $68.0 萬 | 0.6% | −45,391−61.6% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 33,940 | $67.1 萬 | 0.5% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,613 | $66.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,792 | $66.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 26,075 | $66.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,722 | $61.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 1,650 | $61.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 12,050 | $60.6 萬 | 0.5% | −210−1.7% | 減碼 | – |
| VVisa Inc. | Stock | 1,674 | $58.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 7,480 | $58.6 萬 | 0.5% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 7,765 | $56.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 2,590 | $53.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 26,719 | $50.2 萬 | 0.4% | −34,881−56.6% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 7,765 | $49.9 萬 | 0.4% | +300+4.0% | 加碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 3,230 | $49.0 萬 | 0.4% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 520 | $48.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 15,450 | $48.3 萬 | 0.4% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 3,095 | $47.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,584 | $47.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,440 | $47.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 1,080 | $46.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 9,000 | $45.6 萬 | 0.4% | −20,000−69.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,440 | $45.5 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 8,580 | $45.1 萬 | 0.4% | 00.0% | 不變 | – |
| LENLennar Corp | CL A | 3,880 | $44.5 萬 | 0.4% | +130+3.5% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 8,700 | $43.6 萬 | 0.4% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 454 | $43.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,486 | $42.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 11,615 | $42.0 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,679 | $41.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 3,077 | $40.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UBSUBS Group AG | Stock | 13,135 | $40.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,155 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 9,900 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| KEYKeycorp | COM | 24,703 | $39.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 400 | $37.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 97 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,496 | $36.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,751 | $36.2 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 669 | $35.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 3,185 | $35.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 5,145 | $34.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 7,130 | $33.6 萬 | 0.3% | +330+4.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 3,735 | $33.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 627 | $32.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 970 | $32.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,100 | $32.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,870 | $32.0 萬 | 0.3% | +700+22.1% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,500 | $32.0 萬 | 0.3% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,865 | $31.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,880 | $31.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 3,151 | $31.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（7 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,500 | $57.9 萬 | 0.5% | – |
| Touchstone ETF Trust89157W707 | SECURITIZED INCO | 11,860 | $30.8 萬 | 0.2% | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 8,860 | $22.7 萬 | 0.2% | – |
| CMCSAComcast Corp | Stock | 5,930 | $22.3 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 400 | $20.8 萬 | 0.2% | 歷史 |
| EFXEquifax Inc | COM | 800 | $20.4 萬 | 0.2% | 歷史 |
| VTRSViatris Inc | Stock | 10,975 | $13.7 萬 | 0.1% | 歷史 |