13F 机构持仓

Seed Wealth Management, Inc.

EVANSTON IL · SEC CIK 0001963728

2026Q22026Q1 更早 9 个季度 🔒
$1.58亿2026Q2 申报市值
100持仓数
57.5%前十大占比 · 第一大 25.8%
9 / 9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 25.8%
JMBS 4.9%
BOXX 4.4%
AVUV 4.1%
PULS 3.9%
SCHB 3.5%
VTEI 3.2%
AAEQ 3.1%
SCHP 2.7%
SPMB 2.0%

2026Q2 买入最多 按季末市值估算

VANGUARD MALVERN 新建仓+$213.83万
BOXX 加仓+$142.03万
VOO 新建仓+$93.27万
VXUS 加仓+$86.26万
SPMB 加仓+$44.73万

2026Q2 卖出最多 按季末市值估算

PULS 减仓-$223.97万
SCHP 减仓-$165.08万
VTIP 减仓-$101.27万
ICSH 清仓-$40.50万
DELL 减仓-$37.54万

2026Q2 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
ICSH ISHARES TR $00.00%0 -8,000-100.0% -$40.50万 清仓
ORCL ORACLE CORP $00.00%0 -2,191-100.0% -$32.23万 清仓
SYK STRYKER CORPORATION $00.00%0 -970-100.0% -$31.87万 清仓
CRM SALESFORCE INC $00.00%0 -1,570-100.0% -$29.31万 清仓
HD HOME DEPOT INC $00.00%0 -731-100.0% -$24.04万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,231-100.0% -$22.91万 清仓
SNPS SYNOPSYS INC $00.00%0 -570-100.0% -$22.60万 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -1,080-100.0% -$21.33万 清仓
RC READY CAPITAL CORP $00.00%0 -10,400-100.0% -$1.68万 清仓
INFY INFOSYS LTD $12.55万0.08%11,960 -1,990-14.3% -$2.09万 减仓
SPY STATE STR SPDR S&P 500 ETF T $20.91万0.13%280 280— $20.91万 新建仓
UNH UNITEDHEALTH GROUP INC $20.95万0.13%504 504— $20.95万 新建仓
SBUX STARBUCKS CORP $21.04万0.13%2,059 2,059— $21.04万 新建仓
PG PROCTER & GAMBLE CO $21.20万0.13%1,446 00.0% — 不变
IBB ISHARES TR $21.21万0.13%1,115 1,115— $21.21万 新建仓
PGR PROGRESSIVE CORP $21.56万0.14%987 -285-22.4% -$6.23万 减仓
NTR NUTRIEN LTD $21.62万0.14%3,435 00.0% — 不变
SNN SMITH & NEPHEW PLC $21.81万0.14%7,570 00.0% — 不变
AZN ASTRAZENECA PLC $22.19万0.14%1,170 00.0% — 不变
ABBV ABBVIE INC $22.45万0.14%892 00.0% — 重新持有
PNR PENTAIR PLC $22.45万0.14%2,929 00.0% — 不变
SCJ ISHARES INC $22.54万0.14%2,140 00.0% — 不变
QEFA SPDR INDEX SHS FDS $24.00万0.15%2,500 00.0% — 不变
META META PLATFORMS INC $24.17万0.15%429 -105-19.7% -$5.91万 减仓
HLN HALEON PLC $24.80万0.16%26,580 00.0% — 不变
WTW WILLIS TOWERS WATSON PLC LTD $25.35万0.16%970 00.0% — 不变
RY ROYAL BK CDA $25.87万0.16%1,250 00.0% — 不变
MRK MERCK & CO INC $26.23万0.17%2,041 00.0% — 不变
CB CHUBB LIMITED $26.75万0.17%785 00.0% — 不变
XLK SELECT SECTOR SPDR TR $27.09万0.17%1,422 00.0% — 重新持有
EQNR EQUINOR ASA $29.08万0.18%9,260 00.0% — 不变
HSBC HSBC HLDGS PLC $29.76万0.19%3,130 00.0% — 不变
CAT CATERPILLAR INC $29.82万0.19%280 280— $29.82万 新建仓
MCK MCKESSON CORP $30.15万0.19%399 -84-17.4% -$6.35万 减仓
RTX RTX CORPORATION $30.55万0.19%1,610 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $30.79万0.19%530 530— $30.79万 新建仓
DGS WISDOMTREE TR $31.06万0.20%4,800 00.0% — 不变
GSK GSK PLC $31.87万0.20%6,080 00.0% — 不变
NPFD NUVEEN VRIABL RAT PFD & INM $32.05万0.20%17,030 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $33.13万0.21%5,550 00.0% — 不变
TEL TE CONNECTIVITY PLC $33.93万0.21%1,683 00.0% — 不变
HAYW HAYWARD HLDGS INC $34.38万0.22%19,860 00.0% — 不变
SHY ISHARES TR $34.49万0.22%4,200 3057.8% $2.50万 加仓
IGSB ISHARES TR $35.35万0.22%6,745 6,745— $35.35万 新建仓
— EA SERIES TRUST $36.00万0.23%8,320 00.0% — 不变
— EXXON MOBIL CORP $36.59万0.23%2,676 00.0% — 不变
JNJ JOHNSON & JOHNSON $37.92万0.24%1,493 00.0% — 不变
MCD MCDONALDS CORP $38.06万0.24%1,408 00.0% — 不变
SLYV SPDR SERIES TRUST $39.06万0.25%3,580 00.0% — 不变
SONY SONY GROUP CORP $39.37万0.25%19,625 -5,500-21.9% -$11.03万 减仓
FLDR FIDELITY MERRIMACK STR TR $40.09万0.25%8,000 -700-8.0% -$3.51万 减仓
EMGF ISHARES INC $40.29万0.26%5,500 00.0% — 不变
VBR VANGUARD INDEX FDS $41.31万0.26%1,700 00.0% — 不变
DE DEERE & CO $46.05万0.29%726 00.0% — 不变
WMT WALMART INC $46.27万0.29%4,085 00.0% — 不变
NVO NOVO-NORDISK A S $47.62万0.30%9,934 -4,710-32.2% -$22.58万 减仓
CSCO CISCO SYS INC $48.16万0.30%4,100 00.0% — 不变
PFFV GLOBAL X FDS $48.69万0.31%22,100 -7,600-25.6% -$16.74万 减仓
— DIMENSIONAL ETF TRUST $48.80万0.31%11,000 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $49.00万0.31%4,200 00.0% — 不变
GLW CORNING INC $51.03万0.32%1,998 00.0% — 不变
IMTM ISHARES TR $52.80万0.33%9,900 00.0% — 不变
SHEL SHELL PLC $53.71万0.34%6,927 00.0% — 不变
UBS UBS GROUP AG $57.96万0.37%11,695 00.0% — 不变
VFMO VANGUARD WELLINGTON FD $58.14万0.37%2,330 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $60.83万0.39%11,530 00.0% — 不变
IBN ICICI BANK LIMITED $61.05万0.39%21,030 00.0% — 不变
AVES AMERICAN CENTY ETF TR $63.70万0.40%9,710 1,83023.2% $12.00万 加仓
DFAI DIMENSIONAL ETF TRUST $66.29万0.42%16,070 00.0% — 不变
VTIP VANGUARD MALVERN FDS $70.66万0.45%14,068 -20,160-58.9% -$101.27万 减仓
HYEM VANECK ETF TRUST $77.08万0.49%38,330 -7,180-15.8% -$14.44万 减仓
SCHF SCHWAB STRATEGIC TR $85.98万0.54%31,040 -2,430-7.3% -$6.73万 减仓
MBB ISHARES TR $89.04万0.56%9,420 00.0% — 不变
AVGO BROADCOM INC $92.59万0.59%2,451 -560-18.6% -$21.15万 减仓
VOO VANGUARD INDEX FDS $93.27万0.59%1,358 1,358— $93.27万 新建仓
AMZN AMAZON COM INC $102.37万0.65%4,295 00.0% — 不变
MSFT MICROSOFT CORP $105.45万0.67%2,827 -610-17.7% -$22.75万 减仓
NVDA NVIDIA CORPORATION $105.65万0.67%5,280 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $106.91万0.68%11,080 -500-4.3% -$4.82万 减仓
AAPL APPLE INC $108.54万0.69%3,751 -255-6.4% -$7.38万 减仓
VWOB VANGUARD WHITEHALL FDS $109.16万0.69%16,235 2,94522.2% $19.80万 加仓
GOOG ALPHABET INC $115.72万0.73%3,275 00.0% — 不变
VFMF VANGUARD WELLINGTON FD $117.69万0.74%6,650 00.0% — 不变
BIL SPDR SERIES TRUST $118.90万0.75%12,975 -590-4.3% -$5.41万 减仓
RPC RIDGEPOST CAP INC $131.34万0.83%166,893 00.0% — 不变
BTT BLACKROCK MUN TARGET TERM TR $134.61万0.85%59,170 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $145.42万0.92%29,947 -345-1.1% -$1.68万 减仓
DELL DELL TECHNOLOGIES INC $155.11万0.98%3,595 -870-19.5% -$37.54万 减仓
SCHV SCHWAB STRATEGIC TR $156.40万0.99%44,930 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $158.17万1.00%3,312 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $195.04万1.23%21,865 00.0% — 不变
— VANGUARD MALVERN FDS $213.83万1.35%27,895 27,895— $213.83万 新建仓
VRP INVESCO EXCH TRADED FD TR II $216.88万1.37%89,215 -710-0.8% -$1.73万 减仓
AVUS AMERICAN CENTY ETF TR $228.88万1.45%17,870 1,64510.1% $21.07万 加仓
QMOM EA SERIES TRUST $243.59万1.54%30,940 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $260.59万1.65%55,670 -1,020-1.8% -$4.77万 减仓
VXUS VANGUARD STAR FDS $262.70万1.66%30,729 10,09048.9% $86.26万 加仓
AVDV AMERICAN CENTY ETF TR $287.32万1.82%27,882 3961.4% $4.08万 加仓
VTI VANGUARD INDEX FDS $292.89万1.85%7,915 75010.5% $27.75万 加仓
SPMB SPDR SERIES TRUST $309.24万1.96%138,610 20,05016.9% $44.73万 加仓