S.E.E.D. Planning Group LLC
BINGHAMTON NY · SEC CIK 0001765515
$3.44亿2026Q1 申报市值
89持仓数
40.4%前十大占比 · 第一大 4.8%
13 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHW 新建仓+$1,316.27万
ROL 新建仓+$1,215.54万
CSGP 加仓+$694.34万
COST 加仓+$512.08万
CBRE 加仓+$446.36万
2026Q1 卖出最多 按季末市值估算
MOAT 减仓-$1,361.60万
CTVA 清仓-$1,243.46万
VLO 减仓-$598.56万
CL 减仓-$538.58万
AMT 清仓-$496.03万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -185,508 | -100.0% | -$1,243.46万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -28,253 | -100.0% | -$496.03万 | 清仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -176,573 | -100.0% | -$345.64万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -21,899 | -100.0% | -$190.96万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$37.75万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$27.20万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -221 | -100.0% | -$26.81万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,005 | -100.0% | -$25.80万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -833 | -100.0% | -$24.62万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -7,002 | -100.0% | -$21.38万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -601 | -100.0% | -$20.23万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $12.76万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $21.63万 | 0.06% | 1,712 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $22.55万 | 0.07% | 4,600 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $22.65万 | 0.07% | 379 | 1 | 0.3% | $598 | 重新持有 |
| CSTM | CONSTELLIUM SE | $23.35万 | 0.07% | 9,500 | 9,500 | — | $23.35万 | 新建仓 |
| SHYG | ISHARES TR | $24.62万 | 0.07% | 5,820 | -101 | -1.7% | -$4,273 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $24.76万 | 0.07% | 6,000 | 6,000 | — | $24.76万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $24.88万 | 0.07% | 5,500 | 5,500 | — | $24.88万 | 新建仓 |
| HAL | HALLIBURTON CO | $25.34万 | 0.07% | 6,500 | 6,500 | — | $25.34万 | 新建仓 |
| SBUX | STARBUCKS CORP | $25.59万 | 0.07% | 2,856 | -866 | -23.3% | -$7.76万 | 减仓 |
| ORCL | ORACLE CORP | $25.66万 | 0.07% | 1,744 | -8 | -0.5% | -$1,177 | 减仓 |
| XYL | XYLEM INC | $25.70万 | 0.07% | 2,151 | -395 | -15.5% | -$4.72万 | 减仓 |
| BCS | BARCLAYS PLC | $26.45万 | 0.08% | 12,500 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.25万 | 0.08% | 3,198 | -63,199 | -95.2% | -$538.58万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.87万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $29.23万 | 0.08% | 2,150 | -1,922 | -47.2% | -$26.13万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $29.98万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $30.72万 | 0.09% | 4,377 | -741 | -14.5% | -$5.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $33.16万 | 0.10% | 7,226 | 7,226 | — | $33.16万 | 新建仓 |
| RACE | FERRARI N V | $34.07万 | 0.10% | 1,007 | 431 | 74.8% | $14.58万 | 加仓 |
| IWD | ISHARES TR | $35.23万 | 0.10% | 1,649 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $39.21万 | 0.11% | 2,687 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $42.96万 | 0.12% | 1,197 | 347 | 40.8% | $12.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $45.78万 | 0.13% | 2,625 | 387 | 17.3% | $6.75万 | 加仓 |
| DIS | DISNEY WALT CO | $48.28万 | 0.14% | 5,009 | -10 | -0.2% | -$964 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.24万 | 0.14% | 1,772 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $49.43万 | 0.14% | 3,745 | -892 | -19.2% | -$11.77万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.61万 | 0.14% | 16,171 | 8,671 | 115.6% | $26.60万 | 加仓 |
| PGR | PROGRESSIVE CORP | $50.55万 | 0.15% | 2,550 | 2,550 | — | $50.55万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $53.93万 | 0.16% | 3,734 | 1,610 | 75.8% | $23.25万 | 加仓 |
| AVGO | BROADCOM INC | $58.34万 | 0.17% | 1,885 | 466 | 32.8% | $14.42万 | 加仓 |
| KO | COCA COLA CO | $64.92万 | 0.19% | 8,537 | -697 | -7.5% | -$5.30万 | 减仓 |
| IJR | ISHARES TR | $66.34万 | 0.19% | 5,337 | -323 | -5.7% | -$4.01万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $67.56万 | 0.20% | 2,324 | -10 | -0.4% | -$2,907 | 减仓 |
| SYK | STRYKER CORPORATION | $68.69万 | 0.20% | 2,090 | 2,090 | — | $68.69万 | 新建仓 |
| ECL | ECOLAB INC | $68.74万 | 0.20% | 2,584 | -1,060 | -29.1% | -$28.20万 | 减仓 |
| IWF | ISHARES TR | $79.86万 | 0.23% | 1,873 | -163 | -8.0% | -$6.95万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $81.53万 | 0.24% | 17,999 | 17,999 | — | $81.53万 | 新建仓 |
| IJH | ISHARES TR | $86.61万 | 0.25% | 12,825 | -635 | -4.7% | -$4.29万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $113.36万 | 0.33% | 1,662 | 22 | 1.3% | $1.50万 | 加仓 |
| WMT | WALMART INC | $118.53万 | 0.34% | 9,537 | 300 | 3.2% | $3.73万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $130.74万 | 0.38% | 6,593 | 50 | 0.8% | $9,915 | 加仓 |
| MOAT | VANECK ETF TRUST | $148.05万 | 0.43% | 15,310 | -140,803 | -90.2% | -$1,361.60万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $148.13万 | 0.43% | 21,354 | 18,064 | 549.1% | $125.31万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $161.49万 | 0.47% | 76,770 | 76,770 | — | $161.49万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $168.03万 | 0.49% | 6,932 | -79 | -1.1% | -$1.91万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $168.12万 | 0.49% | 77,528 | 1,513 | 2.0% | $3.28万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $168.46万 | 0.49% | 75,321 | 1,199 | 1.6% | $2.68万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $169.58万 | 0.49% | 73,172 | 1,173 | 1.6% | $2.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.20万 | 0.53% | 3,844 | -3 | -0.1% | -$1,438 | 减仓 |
| FAST | FASTENAL CO | $200.27万 | 0.58% | 43,161 | 43,161 | — | $200.27万 | 新建仓 |
| — | EXXON MOBIL CORP | $231.44万 | 0.67% | 13,642 | -3,849 | -22.0% | -$65.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $233.39万 | 0.68% | 7,275 | 298 | 4.3% | $9.56万 | 加仓 |
| AMAT | APPLIED MATLS INC | $234.33万 | 0.68% | 6,856 | -2,785 | -28.9% | -$95.19万 | 减仓 |
| RTX | RTX CORPORATION | $236.91万 | 0.69% | 12,282 | 669 | 5.8% | $12.90万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $251.53万 | 0.73% | 98,100 | 7,872 | 8.7% | $20.18万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $293.98万 | 0.85% | 10,360 | -1,394 | -11.9% | -$39.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $294.72万 | 0.86% | 10,019 | -502 | -4.8% | -$14.77万 | 减仓 |
| SPGI | S&P GLOBAL INC | $296.62万 | 0.86% | 6,974 | 1,443 | 26.1% | $61.37万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $337.67万 | 0.98% | 201,966 | 201,966 | — | $337.67万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $338.54万 | 0.98% | 181,423 | 2,888 | 1.6% | $5.39万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $346.77万 | 1.01% | 169,794 | 2,869 | 1.7% | $5.86万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $355.00万 | 1.03% | 180,894 | 3,710 | 2.1% | $7.28万 | 加仓 |
| EQIX | EQUINIX INC | $418.83万 | 1.22% | 4,273 | -377 | -8.1% | -$36.95万 | 减仓 |
| V | VISA INC | $435.71万 | 1.27% | 14,416 | 1,527 | 11.8% | $46.15万 | 加仓 |
| PEP | PEPSICO INC | $453.30万 | 1.32% | 29,190 | 3,401 | 13.2% | $52.81万 | 加仓 |
| HD | HOME DEPOT INC | $500.22万 | 1.45% | 15,209 | 1,201 | 8.6% | $39.50万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $518.28万 | 1.51% | 72,214 | -14,640 | -16.9% | -$105.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $632.49万 | 1.84% | 12,658 | 1,475 | 13.2% | $73.70万 | 加仓 |
| LOW | LOWES COS INC | $758.60万 | 2.20% | 32,106 | -1,274 | -3.8% | -$30.10万 | 减仓 |
| CSGP | COSTAR GROUP INC | $883.81万 | 2.57% | 219,089 | 172,123 | 366.5% | $694.34万 | 加仓 |
| USB | US BANCORP | $985.93万 | 2.86% | 189,565 | -23,295 | -10.9% | -$121.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,032.00万 | 3.00% | 17,075 | -5,645 | -24.8% | -$341.18万 | 减仓 |
| ENB | ENBRIDGE INC | $1,048.98万 | 3.05% | 193,752 | -20,739 | -9.7% | -$112.28万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,076.11万 | 3.13% | 52,963 | 9,206 | 21.0% | $187.05万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,140.80万 | 3.31% | 46,171 | -24,225 | -34.4% | -$598.56万 | 减仓 |
| ROL | ROLLINS INC | $1,215.54万 | 3.53% | 227,587 | 227,587 | — | $1,215.54万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,226.43万 | 3.56% | 12,308 | 5,139 | 71.7% | $512.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,240.02万 | 3.60% | 33,499 | 7,001 | 26.4% | $259.15万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,261.44万 | 3.66% | 110,672 | 9,333 | 9.2% | $106.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,269.62万 | 3.69% | 25,830 | -377 | -1.4% | -$18.53万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,316.27万 | 3.82% | 41,063 | 41,063 | — | $1,316.27万 | 新建仓 |
| META | META PLATFORMS INC | $1,335.05万 | 3.88% | 23,335 | 4,242 | 22.2% | $242.69万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,336.31万 | 3.88% | 98,649 | 32,951 | 50.2% | $446.36万 | 加仓 |
| LIN | LINDE PLC | $1,336.61万 | 3.88% | 26,961 | -380 | -1.4% | -$18.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,380.45万 | 4.01% | 148,628 | -20,822 | -12.3% | -$193.39万 | 减仓 |
| GOOGL | ALPHABET INC | $1,417.27万 | 4.12% | 49,286 | -10,255 | -17.2% | -$294.89万 | 减仓 |
| AAPL | APPLE INC | $1,615.81万 | 4.69% | 63,667 | -4,073 | -6.0% | -$103.37万 | 减仓 |
| AMZN | AMAZON COM INC | $1,644.03万 | 4.77% | 78,938 | 5,509 | 7.5% | $114.74万 | 加仓 |