Seed Wealth Management, Inc.
EVANSTON IL · SEC CIK 0001963728
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAUS | EA SERIES TRUST | $3,582.76万 | 24.64% | 683,953 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $841.30万 | 5.79% | 169,959 | 69,845 | 69.8% | $345.73万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $772.94万 | 5.32% | 171,079 | -573 | -0.3% | -$2.59万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $590.37万 | 4.06% | 221,860 | 7,295 | 3.4% | $19.41万 | 加仓 |
| BOXX | EA SERIES TRUST | $553.60万 | 3.81% | 47,605 | 11,049 | 30.2% | $128.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $545.56万 | 3.75% | 49,385 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $498.55万 | 3.43% | 49,885 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $482.59万 | 3.32% | 192,268 | -7,075 | -3.5% | -$17.76万 | 减仓 |
| AAEQ | EA SERIES TRUST | $425.42万 | 2.93% | 91,454 | -167 | -0.2% | -$7,768 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $274.48万 | 1.89% | 27,486 | 235 | 0.9% | $2.35万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $266.16万 | 1.83% | 56,690 | -3,280 | -5.5% | -$15.40万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $265.46万 | 1.83% | 118,560 | -4,550 | -3.7% | -$10.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $229.86万 | 1.58% | 7,165 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $215.64万 | 1.48% | 89,925 | 0 | 0.0% | — | 不变 |
| QMOM | EA SERIES TRUST | $211.35万 | 1.45% | 30,940 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $185.50万 | 1.28% | 21,865 | 1,000 | 4.8% | $8.48万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $180.39万 | 1.24% | 16,225 | -85 | -0.5% | -$9,450 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $170.97万 | 1.18% | 34,228 | -7,815 | -18.6% | -$39.04万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $159.15万 | 1.09% | 20,639 | -605 | -2.8% | -$4.67万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $140.43万 | 0.97% | 30,292 | -45 | -0.1% | -$2,086 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $137.04万 | 0.94% | 44,930 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $134.32万 | 0.92% | 59,170 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $127.23万 | 0.88% | 3,437 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $124.31万 | 0.86% | 13,565 | -146 | -1.1% | -$1.34万 | 减仓 |
| RPC | RIDGEPOST CAP INC | $121.16万 | 0.83% | 166,893 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $111.93万 | 0.77% | 3,312 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $103.12万 | 0.71% | 6,650 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $101.67万 | 0.70% | 4,006 | -280 | -6.5% | -$7.11万 | 减仓 |
| GOOG | ALPHABET INC | $93.95万 | 0.65% | 3,275 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $93.31万 | 0.64% | 11,580 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $93.19万 | 0.64% | 3,011 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $92.08万 | 0.63% | 5,280 | 0 | 0.0% | — | 不变 |
| HYEM | VANECK ETF TRUST | $89.79万 | 0.62% | 45,510 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $89.45万 | 0.62% | 4,295 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $89.44万 | 0.62% | 9,420 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $87.30万 | 0.60% | 13,290 | 170 | 1.3% | $1.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $82.84万 | 0.57% | 33,470 | -470 | -1.4% | -$1.16万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $73.28万 | 0.50% | 4,465 | -1 | -0.0% | -$164 | 减仓 |
| PFFV | GLOBAL X FDS | $64.83万 | 0.45% | 29,700 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $64.42万 | 0.44% | 6,927 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $62.61万 | 0.43% | 16,070 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.44万 | 0.42% | 4,200 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $56.42万 | 0.39% | 11,530 | -19 | -0.2% | -$930 | 减仓 |
| IBN | ICICI BANK LIMITED | $54.47万 | 0.37% | 21,030 | -4 | -0.0% | -$104 | 减仓 |
| NVO | NOVO-NORDISK A S | $53.82万 | 0.37% | 14,644 | 3,700 | 33.8% | $13.60万 | 加仓 |
| SONY | SONY GROUP CORP | $52.01万 | 0.36% | 25,125 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $50.77万 | 0.35% | 4,085 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $47.54万 | 0.33% | 9,900 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $47.26万 | 0.33% | 7,880 | 400 | 5.3% | $2.40万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $45.92万 | 0.32% | 2,330 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $45.69万 | 0.31% | 11,695 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $45.40万 | 0.31% | 2,676 | -5 | -0.2% | -$848 | 减仓 |
| MCD | MCDONALDS CORP | $43.76万 | 0.30% | 1,408 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $43.54万 | 0.30% | 8,700 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.75万 | 0.29% | 11,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $41.80万 | 0.29% | 483 | -2 | -0.4% | -$1,731 | 减仓 |
| DE | DEERE & CO | $40.90万 | 0.28% | 726 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $40.50万 | 0.28% | 8,000 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $39.08万 | 0.27% | 9,260 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $36.93万 | 0.25% | 1,700 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.49万 | 0.25% | 1,493 | -2 | -0.1% | -$489 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $35.18万 | 0.24% | 1,683 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $33.86万 | 0.23% | 3,580 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $33.56万 | 0.23% | 6,080 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $33.24万 | 0.23% | 5,500 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $33.14万 | 0.23% | 8,320 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $32.23万 | 0.22% | 2,191 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $32.16万 | 0.22% | 3,895 | 330 | 9.3% | $2.72万 | 加仓 |
| SYK | STRYKER CORPORATION | $31.87万 | 0.22% | 970 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.81万 | 0.22% | 4,100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $31.06万 | 0.21% | 1,610 | -3 | -0.2% | -$579 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $30.91万 | 0.21% | 17,030 | -4,520 | -21.0% | -$8.20万 | 减仓 |
| META | META PLATFORMS INC | $30.55万 | 0.21% | 534 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.00万 | 0.21% | 5,550 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $29.31万 | 0.20% | 1,570 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $28.85万 | 0.20% | 4,800 | -500 | -9.4% | -$3.00万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $28.20万 | 0.19% | 970 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $27.17万 | 0.19% | 1,998 | 1,998 | — | $27.17万 | 新建仓 |
| HLN | HALEON PLC | $26.61万 | 0.18% | 26,580 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $26.57万 | 0.18% | 19,860 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $25.92万 | 0.18% | 3,435 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $25.82万 | 0.18% | 3,130 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $25.59万 | 0.18% | 785 | -10 | -1.3% | -$3,259 | 减仓 |
| PNR | PENTAIR PLC | $25.51万 | 0.18% | 2,929 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $25.22万 | 0.17% | 1,272 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.55万 | 0.17% | 2,041 | -2 | -0.1% | -$241 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $24.06万 | 0.17% | 7,570 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.04万 | 0.17% | 731 | -2 | -0.3% | -$658 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $23.32万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $23.07万 | 0.16% | 1,170 | 1,170 | — | $23.07万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.91万 | 0.16% | 2,231 | -1 | -0.0% | -$103 | 减仓 |
| SNPS | SYNOPSYS INC | $22.60万 | 0.16% | 570 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.33万 | 0.15% | 1,080 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $20.89万 | 0.14% | 1,446 | -4 | -0.3% | -$578 | 减仓 |
| SCJ | ISHARES INC | $20.78万 | 0.14% | 2,140 | 2,140 | — | $20.78万 | 新建仓 |
| RY | ROYAL BK CDA | $20.22万 | 0.14% | 1,250 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $18.85万 | 0.13% | 13,950 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $1.68万 | 0.01% | 10,400 | -8,700 | -45.5% | -$1.41万 | 减仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,510 | -100.0% | -$25.83万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -744 | -100.0% | -$22.04万 | 清仓 |