S.E.E.D. Planning Group LLC
BINGHAMTON NY · SEC CIK 0001765515
$3.79亿2026Q2 申报市值
88持仓数
37.9%前十大占比 · 第一大 4.3%
11 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ISRG 新建仓+$1,141.82万
PYLD 新建仓+$1,095.09万
SCHB 新建仓+$346.13万
ROL 加仓+$222.37万
CSGP 加仓+$206.04万
2026Q2 卖出最多 按季末市值估算
A 减仓-$1,402.16万
AMZN 减仓-$283.75万
GOOGL 减仓-$253.98万
AAPL 减仓-$224.92万
AMAT 减仓-$109.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16,171 | -100.0% | -$49.61万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,226 | -100.0% | -$33.16万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -4,377 | -100.0% | -$30.72万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -4,000 | -100.0% | -$29.98万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$27.87万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$26.45万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -6,500 | -100.0% | -$25.34万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$24.88万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -6,000 | -100.0% | -$24.76万 | 清仓 |
| CSTM | CONSTELLIUM SE | $0 | 0.00% | 0 | -9,500 | -100.0% | -$23.35万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,600 | -100.0% | -$22.55万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$12.76万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $22.50万 | 0.06% | 2,455 | -743 | -23.2% | -$6.81万 | 减仓 |
| XYL | XYLEM INC | $24.25万 | 0.06% | 2,051 | -100 | -4.6% | -$1.18万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $24.59万 | 0.06% | 1,226 | 1,226 | — | $24.59万 | 新建仓 |
| SBUX | STARBUCKS CORP | $25.40万 | 0.07% | 2,486 | -370 | -13.0% | -$3.78万 | 减仓 |
| ORCL | ORACLE CORP | $26.88万 | 0.07% | 1,834 | 90 | 5.2% | $1.32万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.32万 | 0.07% | 801 | 801 | — | $27.32万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $27.75万 | 0.07% | 404 | 25 | 6.6% | $1.72万 | 加仓 |
| APH | AMPHENOL CORP | $30.19万 | 0.08% | 1,712 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.98万 | 0.11% | 1,649 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $40.89万 | 0.11% | 2,687 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $45.22万 | 0.12% | 19,523 | 19,523 | — | $45.22万 | 新建仓 |
| IBDR | ISHARES TR | $45.23万 | 0.12% | 18,666 | 18,666 | — | $45.23万 | 新建仓 |
| IBDS | ISHARES TR | $45.23万 | 0.12% | 18,676 | 18,676 | — | $45.23万 | 新建仓 |
| IBDT | ISHARES TR | $45.36万 | 0.12% | 17,964 | 17,964 | — | $45.36万 | 新建仓 |
| DIS | DISNEY WALT CO | $48.12万 | 0.13% | 5,000 | -9 | -0.2% | -$866 | 减仓 |
| CTAS | CINTAS CORP | $54.75万 | 0.14% | 3,219 | 3,219 | — | $54.75万 | 新建仓 |
| GLW | CORNING INC | $54.92万 | 0.14% | 2,150 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $55.30万 | 0.15% | 1,117 | -80 | -6.7% | -$3.96万 | 减仓 |
| COP | CONOCOPHILLIPS | $55.89万 | 0.15% | 5,376 | 1,631 | 43.6% | $16.96万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $58.66万 | 0.15% | 1,563 | -209 | -11.8% | -$7.84万 | 减仓 |
| RACE | FERRARI N V | $58.73万 | 0.15% | 1,578 | 571 | 56.7% | $21.25万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $60.74万 | 0.16% | 2,324 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $62.58万 | 0.17% | 3,128 | 503 | 19.2% | $10.06万 | 加仓 |
| SHYG | ISHARES TR | $65.17万 | 0.17% | 15,366 | 9,546 | 164.0% | $40.48万 | 加仓 |
| KO | COCA COLA CO | $66.55万 | 0.18% | 8,188 | -349 | -4.1% | -$2.84万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $67.88万 | 0.18% | 5,110 | -105,562 | -95.4% | -$1,402.16万 | 减仓 |
| ECL | ECOLAB INC | $70.99万 | 0.19% | 2,548 | -36 | -1.4% | -$1.00万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $71.65万 | 0.19% | 22,667 | 4,668 | 25.9% | $14.76万 | 加仓 |
| AVGO | BROADCOM INC | $77.42万 | 0.20% | 2,050 | 165 | 8.8% | $6.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $79.80万 | 0.21% | 3,653 | 1,103 | 43.3% | $24.09万 | 加仓 |
| IJR | ISHARES TR | $85.27万 | 0.23% | 5,750 | 413 | 7.7% | $6.12万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $87.17万 | 0.23% | 7,005 | 412 | 6.2% | $5.13万 | 加仓 |
| IWF | ISHARES TR | $89.45万 | 0.24% | 7,204 | -288 | -3.8% | -$3.58万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $97.60万 | 0.26% | 6,656 | 2,922 | 78.3% | $42.85万 | 加仓 |
| MOAT | VANECK ETF TRUST | $105.18万 | 0.28% | 10,118 | -5,192 | -33.9% | -$53.97万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $110.04万 | 0.29% | 2,161 | 499 | 30.0% | $25.41万 | 加仓 |
| IJH | ISHARES TR | $110.08万 | 0.29% | 14,275 | 1,450 | 11.3% | $11.18万 | 加仓 |
| WMT | WALMART INC | $130.84万 | 0.35% | 11,552 | 2,015 | 21.1% | $22.82万 | 加仓 |
| SYK | STRYKER CORPORATION | $139.54万 | 0.37% | 4,432 | 2,342 | 112.1% | $73.74万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $178.25万 | 0.47% | 21,632 | 278 | 1.3% | $2.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.89万 | 0.50% | 6,717 | -215 | -3.1% | -$6.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.35万 | 0.51% | 3,844 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $193.21万 | 0.51% | 48,147 | 48,147 | — | $193.21万 | 新建仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $197.99万 | 0.52% | 93,701 | 16,931 | 22.1% | $35.78万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $202.89万 | 0.54% | 88,387 | 15,215 | 20.8% | $34.93万 | 加仓 |
| FAST | FASTENAL CO | $203.19万 | 0.54% | 42,305 | -856 | -2.0% | -$4.11万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $203.51万 | 0.54% | 91,073 | 15,752 | 20.9% | $35.20万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $203.55万 | 0.54% | 93,606 | 16,078 | 20.7% | $34.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $265.24万 | 0.70% | 7,168 | -107 | -1.5% | -$3.96万 | 减仓 |
| SPGI | S&P GLOBAL INC | $289.49万 | 0.76% | 7,108 | 134 | 1.9% | $5.46万 | 加仓 |
| — | EXXON MOBIL CORP | $300.78万 | 0.79% | 21,999 | 8,357 | 61.3% | $114.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $324.93万 | 0.86% | 9,927 | -92 | -0.9% | -$3.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $335.40万 | 0.89% | 113,966 | 15,866 | 16.2% | $46.69万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $346.13万 | 0.91% | 119,521 | 119,521 | — | $346.13万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $347.32万 | 0.92% | 14,532 | 4,172 | 40.3% | $99.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $386.40万 | 1.02% | 5,344 | -1,512 | -22.1% | -$109.33万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $411.19万 | 1.09% | 221,366 | 39,943 | 22.0% | $74.19万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $411.39万 | 1.09% | 247,154 | 45,188 | 22.4% | $75.22万 | 加仓 |
| EQIX | EQUINIX INC | $419.04万 | 1.11% | 4,020 | -253 | -5.9% | -$26.37万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $419.14万 | 1.11% | 205,816 | 36,022 | 21.2% | $73.36万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $425.16万 | 1.12% | 216,750 | 35,856 | 19.8% | $70.33万 | 加仓 |
| PEP | PEPSICO INC | $431.34万 | 1.14% | 31,857 | 2,667 | 9.1% | $36.11万 | 加仓 |
| RTX | RTX CORPORATION | $435.48万 | 1.15% | 22,952 | 10,670 | 86.9% | $202.45万 | 加仓 |
| V | VISA INC | $480.51万 | 1.27% | 14,005 | -411 | -2.9% | -$14.10万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $506.03万 | 1.34% | 64,095 | -8,119 | -11.2% | -$64.10万 | 减仓 |
| HD | HOME DEPOT INC | $605.89万 | 1.60% | 17,180 | 1,971 | 13.0% | $69.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $684.44万 | 1.81% | 13,326 | 668 | 5.3% | $34.31万 | 加仓 |
| LOW | LOWES COS INC | $787.71万 | 2.08% | 35,726 | 3,620 | 11.3% | $79.82万 | 加仓 |
| CSGP | COSTAR GROUP INC | $826.50万 | 2.18% | 291,843 | 72,754 | 33.2% | $206.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $886.13万 | 2.34% | 17,394 | 319 | 1.9% | $16.25万 | 加仓 |
| ENB | ENBRIDGE INC | $1,022.20万 | 2.70% | 188,563 | -5,189 | -2.7% | -$28.13万 | 减仓 |
| USB | US BANCORP | $1,091.03万 | 2.88% | 180,634 | -8,931 | -4.7% | -$53.94万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,095.09万 | 2.89% | 412,929 | 412,929 | — | $1,095.09万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,141.82万 | 3.01% | 28,712 | 28,712 | — | $1,141.82万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,150.26万 | 3.04% | 51,362 | -1,601 | -3.0% | -$35.85万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,160.83万 | 3.06% | 44,572 | -1,599 | -3.5% | -$41.64万 | 减仓 |
| ROL | ROLLINS INC | $1,172.32万 | 3.09% | 280,863 | 53,276 | 23.4% | $222.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,182.14万 | 3.12% | 12,637 | 329 | 2.7% | $30.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,222.15万 | 3.23% | 32,764 | -735 | -2.2% | -$27.42万 | 减仓 |
| META | META PLATFORMS INC | $1,290.29万 | 3.41% | 22,906 | -429 | -1.8% | -$24.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,367.41万 | 3.61% | 27,274 | 1,444 | 5.6% | $72.40万 | 加仓 |
| LIN | LINDE PLC | $1,393.11万 | 3.68% | 26,845 | -116 | -0.4% | -$6.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,420.85万 | 3.75% | 161,883 | 13,255 | 8.9% | $116.34万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,448.04万 | 3.82% | 107,509 | 8,860 | 9.0% | $119.34万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,487.92万 | 3.93% | 43,213 | 2,150 | 5.2% | $74.03万 | 加仓 |
| GOOGL | ALPHABET INC | $1,507.34万 | 3.98% | 42,179 | -7,107 | -14.4% | -$253.98万 | 减仓 |
| AMZN | AMAZON COM INC | $1,597.67万 | 4.22% | 67,033 | -11,905 | -15.1% | -$283.75万 | 减仓 |
| AAPL | APPLE INC | $1,617.35万 | 4.27% | 55,894 | -7,773 | -12.2% | -$224.92万 | 减仓 |