Seed Wealth Management, Inc.
- SEC CIK
- 0001963728
- 最新申報
- 2026/7/27
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/8 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 98
- 較 2025 年第 4 季 −4
- 總值
- $1.45 億
- 較 2025 年第 4 季 +$38.8 萬 (+0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 683,953 | $3,583 萬 | 24.6% | 00.0% | 不變 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 169,959 | $841.3 萬 | 5.8% | +69,845+69.8% | 加碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 171,079 | $772.9 萬 | 5.3% | −573−0.3% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 221,860 | $590.4 萬 | 4.1% | +7,295+3.4% | 加碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 47,605 | $553.6 萬 | 3.8% | +11,049+30.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 49,385 | $545.6 萬 | 3.8% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 49,885 | $498.6 萬 | 3.4% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 192,268 | $482.6 萬 | 3.3% | −7,075−3.5% | 減碼 | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 91,454 | $425.4 萬 | 2.9% | −167−0.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 27,486 | $274.5 萬 | 1.9% | +235+0.9% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 56,690 | $266.2 萬 | 1.8% | −3,280−5.5% | 減碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 118,560 | $265.5 萬 | 1.8% | −4,550−3.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,165 | $229.9 萬 | 1.6% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 89,925 | $215.6 萬 | 1.5% | 00.0% | 不變 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 30,940 | $211.4 萬 | 1.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 21,865 | $185.5 萬 | 1.3% | +1,000+4.8% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 16,225 | $180.4 萬 | 1.2% | −85−0.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 34,228 | $171.0 萬 | 1.2% | −7,815−18.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 20,639 | $159.1 萬 | 1.1% | −605−2.8% | 減碼 | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 30,292 | $140.4 萬 | 1.0% | −45−0.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 44,930 | $137.0 萬 | 0.9% | 00.0% | 不變 | – |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 59,170 | $134.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,437 | $127.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 13,565 | $124.3 萬 | 0.9% | −146−1.1% | 減碼 | – |
| RPCRidgepost Capital, Inc. | CL A COM | 166,893 | $121.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,312 | $111.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 6,650 | $103.1 萬 | 0.7% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 4,006 | $101.7 萬 | 0.7% | −280−6.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,275 | $93.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,580 | $93.3 萬 | 0.6% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 3,011 | $93.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,280 | $92.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 45,510 | $89.8 萬 | 0.6% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,295 | $89.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464288588 | MBS ETF | 9,420 | $89.4 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 13,290 | $87.3 萬 | 0.6% | +170+1.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 33,470 | $82.8 萬 | 0.6% | −470−1.4% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 4,465 | $73.3 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| Global X FDS37954Y376 | RATE PREFERRED | 29,700 | $64.8 萬 | 0.4% | 00.0% | 不變 | – |
| SHELShell plc | ADR | 6,927 | $64.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 16,070 | $62.6 萬 | 0.4% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,200 | $61.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 11,530 | $56.4 萬 | 0.4% | −19−0.2% | 減碼 | – |
| IBNIcici Bank Ltd | ADR | 21,030 | $54.5 萬 | 0.4% | −40.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 14,644 | $53.8 萬 | 0.4% | +3,700+33.8% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 25,125 | $52.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,085 | $50.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V449 | MSCI INTL MOMENT | 9,900 | $47.5 萬 | 0.3% | 00.0% | 不變 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 7,880 | $47.3 萬 | 0.3% | +400+5.3% | 加碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,330 | $45.9 萬 | 0.3% | 00.0% | 不變 | – |
| UBSUBS Group AG | Stock | 11,695 | $45.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,676 | $45.4 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,408 | $43.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 8,700 | $43.5 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 11,000 | $42.7 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 483 | $41.8 萬 | 0.3% | −2−0.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 726 | $40.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 8,000 | $40.5 萬 | 0.3% | 00.0% | 不變 | – |
| EQNREquinor ASA | SPONSORED ADR | 9,260 | $39.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,700 | $36.9 萬 | 0.3% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,493 | $36.5 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 1,683 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,580 | $33.9 萬 | 0.2% | 00.0% | 不變 | – |
| GSKGSK plc | ADR | 6,080 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 5,500 | $33.2 萬 | 0.2% | 00.0% | 不變 | – |
| Alpha Architect ETF Tr02072L300 | INTL QUAN MOMNTM | 8,320 | $33.1 萬 | 0.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,191 | $32.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,895 | $32.2 萬 | 0.2% | +330+9.3% | 加碼 | – |
| SYKStryker Corp | Stock | 970 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,100 | $31.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 1,610 | $31.1 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 17,030 | $30.9 萬 | 0.2% | −4,520−21.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 534 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,550 | $30.0 萬 | 0.2% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,570 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 4,800 | $28.8 萬 | 0.2% | −500−9.4% | 減碼 | – |
| WTWWillis Towers Watson PLC | SHS | 970 | $28.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 1,998 | $27.2 萬 | 0.2% | +1,998 | 新進 | 歷史 |
| HLNHaleon plc | ADR | 26,580 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 19,860 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 3,435 | $25.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 3,130 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 785 | $25.6 萬 | 0.2% | −10−1.3% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 2,929 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 1,272 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,041 | $24.6 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 7,570 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 731 | $24.0 萬 | 0.2% | −2−0.3% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 2,500 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| AZNAstraZeneca PLC | ADR | 1,170 | $23.1 萬 | 0.2% | 00.0% | 不變依 1 比 2 拆股換算 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,231 | $22.9 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 570 | $22.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,080 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,446 | $20.9 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| iShares Inc464286582 | MSCI JAPN SMCETF | 2,140 | $20.8 萬 | 0.1% | +2,140 | 新進 | – |
| RYRoyal Bank of Canada | Stock | 1,250 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 13,950 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCReady Capital Corp | COM | 10,400 | $1.68 萬 | <0.1% | −8,700−45.5% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（6 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 1,510 | $25.8 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 744 | $22.0 萬 | 0.2% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 775 | $22.0 萬 | 0.2% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,422 | $20.5 萬 | 0.1% | – |
| ABBVAbbVie Inc. | Stock | 892 | $20.4 萬 | 0.1% | 歷史 |
| MVFBlackRock Munivest Fund, Inc. | COM | 12,064 | $8.36 萬 | 0.1% | 歷史 |