13F 机构持仓

Seed Wealth Management, Inc.

EVANSTON IL · SEC CIK 0001963728

2026Q22026Q1 更早 9 个季度 🔒
$1.45亿2026Q1 申报市值
98持仓数
58.9%前十大占比 · 第一大 24.6%
3 / 5新建仓 / 清仓
申报市值走势$1.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAUS 24.6%
PULS 5.8%
JMBS 5.3%
SCHP 4.1%
BOXX 3.8%
AVUV 3.8%
VTEI 3.4%
SCHB 3.3%
AAEQ 2.9%
AVDV 1.9%

2026Q1 买入最多 按季末市值估算

PULS 加仓+$345.73万
BOXX 加仓+$128.49万
GLW 新建仓+$27.17万
AZN 新建仓+$23.07万
SCJ 新建仓+$20.78万

2026Q1 卖出最多 按季末市值估算

VTIP 减仓-$39.04万
QCOM 清仓-$25.83万
IBM 清仓-$22.04万
EXPE 清仓-$21.96万
AZN 清仓-$21.51万

2026Q1 持仓明细 点表头排序 · 每页 100 行

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
QCOM QUALCOMM INC $00.00%0 -1,510-100.0% -$25.83万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -744-100.0% -$22.04万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -775-100.0% -$21.96万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,170-100.0% -$21.51万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
ABBV ABBVIE INC $00.00%0 —— — 申报中断
— BLACKROCK MUNIVEST FD INC $00.00%0 -12,064-100.0% -$8.36万 清仓
RC READY CAPITAL CORP $1.68万0.01%10,400 -8,700-45.5% -$1.41万 减仓
INFY INFOSYS LTD $18.85万0.13%13,950 00.0% — 不变
RY ROYAL BK CDA $20.22万0.14%1,250 00.0% — 不变
SCJ ISHARES INC $20.78万0.14%2,140 2,140— $20.78万 新建仓
PG PROCTER & GAMBLE CO $20.89万0.14%1,446 -4-0.3% -$578 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $21.33万0.15%1,080 00.0% — 不变
SNPS SYNOPSYS INC $22.60万0.16%570 00.0% — 不变
ABT ABBOTT LABORATORIES $22.91万0.16%2,231 -1-0.0% -$103 减仓
AZN ASTRAZENECA PLC $23.07万0.16%1,170 1,170— $23.07万 新建仓
QEFA SPDR INDEX SHS FDS $23.32万0.16%2,500 00.0% — 不变
HD HOME DEPOT INC $24.04万0.17%731 -2-0.3% -$658 减仓
SNN SMITH & NEPHEW PLC $24.06万0.17%7,570 00.0% — 不变
MRK MERCK & CO INC $24.55万0.17%2,041 -2-0.1% -$241 减仓
PGR PROGRESSIVE CORP $25.22万0.17%1,272 00.0% — 不变
PNR PENTAIR PLC $25.51万0.18%2,929 00.0% — 不变
CB CHUBB LTD SWITZ $25.59万0.18%785 -10-1.3% -$3,259 减仓
HSBC HSBC HLDGS PLC $25.82万0.18%3,130 00.0% — 不变
NTR NUTRIEN LTD $25.92万0.18%3,435 00.0% — 不变
HAYW HAYWARD HLDGS INC $26.57万0.18%19,860 00.0% — 不变
HLN HALEON PLC $26.61万0.18%26,580 00.0% — 不变
GLW CORNING INC $27.17万0.19%1,998 1,998— $27.17万 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $28.20万0.19%970 00.0% — 不变
DGS WISDOMTREE TR $28.85万0.20%4,800 -500-9.4% -$3.00万 减仓
CRM SALESFORCE INC $29.31万0.20%1,570 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $30.00万0.21%5,550 00.0% — 不变
META META PLATFORMS INC $30.55万0.21%534 00.0% — 不变
NPFD NUVEEN VRIABL RAT PFD & INM $30.91万0.21%17,030 -4,520-21.0% -$8.20万 减仓
RTX RTX CORPORATION $31.06万0.21%1,610 -3-0.2% -$579 减仓
CSCO CISCO SYS INC $31.81万0.22%4,100 00.0% — 不变
SYK STRYKER CORPORATION $31.87万0.22%970 00.0% — 不变
SHY ISHARES TR $32.16万0.22%3,895 3309.3% $2.72万 加仓
ORCL ORACLE CORP $32.23万0.22%2,191 00.0% — 不变
— EA SERIES TRUST $33.14万0.23%8,320 00.0% — 不变
EMGF ISHARES INC $33.24万0.23%5,500 00.0% — 不变
GSK GSK PLC $33.56万0.23%6,080 00.0% — 不变
SLYV SPDR SERIES TRUST $33.86万0.23%3,580 00.0% — 不变
TEL TE CONNECTIVITY PLC $35.18万0.24%1,683 00.0% — 不变
JNJ JOHNSON & JOHNSON $36.49万0.25%1,493 -2-0.1% -$489 减仓
VBR VANGUARD INDEX FDS $36.93万0.25%1,700 00.0% — 不变
EQNR EQUINOR ASA $39.08万0.27%9,260 00.0% — 不变
ICSH ISHARES TR $40.50万0.28%8,000 00.0% — 不变
DE DEERE & CO $40.90万0.28%726 00.0% — 不变
MCK MCKESSON CORP $41.80万0.29%483 -2-0.4% -$1,731 减仓
— DIMENSIONAL ETF TRUST $42.75万0.29%11,000 00.0% — 不变
FLDR FIDELITY MERRIMACK STR TR $43.54万0.30%8,700 00.0% — 不变
MCD MCDONALDS CORP $43.76万0.30%1,408 00.0% — 不变
— EXXON MOBIL CORP $45.40万0.31%2,676 -5-0.2% -$848 减仓
UBS UBS GROUP AG $45.69万0.31%11,695 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $45.92万0.32%2,330 00.0% — 不变
AVES AMERICAN CENTY ETF TR $47.26万0.33%7,880 4005.3% $2.40万 加仓
IMTM ISHARES TR $47.54万0.33%9,900 00.0% — 不变
WMT WALMART INC $50.77万0.35%4,085 00.0% — 不变
SONY SONY GROUP CORP $52.01万0.36%25,125 00.0% — 不变
NVO NOVO-NORDISK A S $53.82万0.37%14,644 3,70033.8% $13.60万 加仓
IBN ICICI BANK LIMITED $54.47万0.37%21,030 -4-0.0% -$104 减仓
FNDF SCHWAB STRATEGIC TR $56.42万0.39%11,530 -19-0.2% -$930 减仓
PLTR PALANTIR TECHNOLOGIES INC $61.44万0.42%4,200 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $62.61万0.43%16,070 00.0% — 不变
SHEL SHELL PLC $64.42万0.44%6,927 00.0% — 不变
PFFV GLOBAL X FDS $64.83万0.45%29,700 00.0% — 不变
DELL DELL TECHNOLOGIES INC $73.28万0.50%4,465 -1-0.0% -$164 减仓
SCHF SCHWAB STRATEGIC TR $82.84万0.57%33,470 -470-1.4% -$1.16万 减仓
VWOB VANGUARD WHITEHALL FDS $87.30万0.60%13,290 1701.3% $1.12万 加仓
MBB ISHARES TR $89.44万0.62%9,420 00.0% — 不变
AMZN AMAZON COM INC $89.45万0.62%4,295 00.0% — 不变
HYEM VANECK ETF TRUST $89.79万0.62%45,510 00.0% — 不变
NVDA NVIDIA CORPORATION $92.08万0.63%5,280 00.0% — 不变
AVGO BROADCOM INC $93.19万0.64%3,011 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $93.31万0.64%11,580 00.0% — 不变
GOOG ALPHABET INC $93.95万0.65%3,275 00.0% — 不变
AAPL APPLE INC $101.67万0.70%4,006 -280-6.5% -$7.11万 减仓
VFMF VANGUARD WELLINGTON FD $103.12万0.71%6,650 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $111.93万0.77%3,312 00.0% — 不变
RPC RIDGEPOST CAP INC $121.16万0.83%166,893 00.0% — 不变
BIL SPDR SERIES TRUST $124.31万0.86%13,565 -146-1.1% -$1.34万 减仓
MSFT MICROSOFT CORP $127.23万0.88%3,437 00.0% — 不变
BTT BLACKROCK MUN TARGET TERM TR $134.32万0.92%59,170 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $137.04万0.94%44,930 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $140.43万0.97%30,292 -45-0.1% -$2,086 减仓
VXUS VANGUARD STAR FDS $159.15万1.09%20,639 -605-2.8% -$4.67万 减仓
VTIP VANGUARD MALVERN FDS $170.97万1.18%34,228 -7,815-18.6% -$39.04万 减仓
AVUS AMERICAN CENTY ETF TR $180.39万1.24%16,225 -85-0.5% -$9,450 减仓
AVDE AMERICAN CENTY ETF TR $185.50万1.28%21,865 1,0004.8% $8.48万 加仓
QMOM EA SERIES TRUST $211.35万1.45%30,940 00.0% — 不变
VRP INVESCO EXCH TRADED FD TR II $215.64万1.48%89,925 00.0% — 不变
VTI VANGUARD INDEX FDS $229.86万1.58%7,165 00.0% — 不变
SPMB SPDR SERIES TRUST $265.46万1.83%118,560 -4,550-3.7% -$10.19万 减仓
VMBS VANGUARD SCOTTSDALE FDS $266.16万1.83%56,690 -3,280-5.5% -$15.40万 减仓
AVDV AMERICAN CENTY ETF TR $274.48万1.89%27,486 2350.9% $2.35万 加仓
AAEQ EA SERIES TRUST $425.42万2.93%91,454 -167-0.2% -$7,768 减仓
SCHB SCHWAB STRATEGIC TR $482.59万3.32%192,268 -7,075-3.5% -$17.76万 减仓
VTEI VANGUARD MUN BD FDS $498.55万3.43%49,885 00.0% — 不变
AVUV AMERICAN CENTY ETF TR $545.56万3.75%49,385 00.0% — 不变