SEEDS INVESTOR LLC
NEW YORK NY · SEC CIK 0002021047
$7.35亿2026Q1 申报市值
350持仓数
33.1%前十大占比 · 第一大 6.6%
102 / 15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
MUB 加仓+$2,626.44万
VOO 加仓+$1,246.89万
IUSB 新建仓+$1,234.31万
MBB 新建仓+$1,082.45万
IBIT 新建仓+$941.67万
2026Q1 卖出最多 按季末市值估算
BIV 减仓-$1,467.17万
IQSI 减仓-$231.02万
SPY 减仓-$206.53万
IQSM 减仓-$169.27万
BNDW 减仓-$166.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SGI | SOMNIGROUP INTERNATIONAL INC | $31.02万 | 0.04% | 3,790 | -607 | -13.8% | -$4.97万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $31.05万 | 0.04% | 2,093 | 449 | 27.3% | $6.66万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $31.24万 | 0.04% | 3,340 | -964 | -22.4% | -$9.02万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $31.27万 | 0.04% | 1,478 | 1,478 | — | $31.27万 | 新建仓 |
| UNP | UNION PAC CORP | $31.34万 | 0.04% | 1,244 | 1,244 | — | $31.34万 | 新建仓 |
| UNM | UNUM GROUP | $31.35万 | 0.04% | 4,044 | -26 | -0.6% | -$2,016 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $31.99万 | 0.04% | 1,219 | 103 | 9.2% | $2.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.05万 | 0.04% | 3,533 | 3,533 | — | $32.05万 | 新建仓 |
| SHEL | SHELL PLC | $32.10万 | 0.04% | 3,513 | 584 | 19.9% | $5.34万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.12万 | 0.04% | 3,179 | -2,047 | -39.2% | -$20.68万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $32.24万 | 0.04% | 2,464 | -30 | -1.2% | -$3,925 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.43万 | 0.04% | 694 | 334 | 92.8% | $15.61万 | 加仓 |
| C | CITIGROUP INC | $32.52万 | 0.04% | 2,510 | 401 | 19.0% | $5.20万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.73万 | 0.04% | 10,386 | 10,386 | — | $32.73万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $32.77万 | 0.04% | 2,361 | -209 | -8.1% | -$2.90万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $32.93万 | 0.04% | 5,693 | 5,693 | — | $32.93万 | 新建仓 |
| URTH | ISHARES INC | $32.97万 | 0.04% | 1,717 | -3,763 | -68.7% | -$72.25万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $33.23万 | 0.05% | 3,709 | -83 | -2.2% | -$7,436 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $33.23万 | 0.05% | 14,074 | -929 | -6.2% | -$2.19万 | 减仓 |
| P | EVERPURE INC | $33.42万 | 0.05% | 5,223 | -264 | -4.8% | -$1.69万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $33.51万 | 0.05% | 5,866 | 471 | 8.7% | $2.69万 | 加仓 |
| EZU | ISHARES INC | $33.51万 | 0.05% | 4,950 | 1,531 | 44.8% | $10.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $33.67万 | 0.05% | 2,111 | 129 | 6.5% | $2.06万 | 加仓 |
| AMGN | AMGEN INC | $33.90万 | 0.05% | 966 | 38 | 4.1% | $1.33万 | 加仓 |
| TOL | TOLL BROTHERS INC | $33.98万 | 0.05% | 2,394 | -30 | -1.2% | -$4,258 | 减仓 |
| WPC | WP CAREY INC | $34.02万 | 0.05% | 4,751 | -111 | -2.3% | -$7,949 | 减仓 |
| MTUM | ISHARES TR | $34.17万 | 0.05% | 1,264 | 1,264 | — | $34.17万 | 新建仓 |
| GGG | GRACO INC | $34.26万 | 0.05% | 3,916 | 1,257 | 47.3% | $11.00万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $34.93万 | 0.05% | 6,947 | 6,947 | — | $34.93万 | 新建仓 |
| T | AT&T INC | $35.27万 | 0.05% | 13,767 | 1,740 | 14.5% | $4.46万 | 加仓 |
| PRI | PRIMERICA INC | $35.49万 | 0.05% | 1,327 | -47 | -3.4% | -$1.26万 | 减仓 |
| COR | CENCORA INC | $35.51万 | 0.05% | 1,110 | 82 | 8.0% | $2.62万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $35.52万 | 0.05% | 1,046 | 189 | 22.1% | $6.42万 | 加仓 |
| SNDK | SANDISK CORP | $36.24万 | 0.05% | 384 | 384 | — | $36.24万 | 新建仓 |
| WFC | WELLS FARGO & CO | $36.24万 | 0.05% | 4,436 | 7 | 0.2% | $572 | 加仓 |
| — | ELECTRONIC ARTS INC | $36.30万 | 0.05% | 1,789 | -1,711 | -48.9% | -$34.71万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $36.37万 | 0.05% | 9,182 | 9,182 | — | $36.37万 | 新建仓 |
| CSL | CARLISLE COS INC | $36.58万 | 0.05% | 1,023 | 76 | 8.0% | $2.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.78万 | 0.05% | 1,171 | 195 | 20.0% | $6.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $36.88万 | 0.05% | 1,685 | 313 | 22.8% | $6.85万 | 加仓 |
| IDCC | INTERDIGITAL INC | $37.40万 | 0.05% | 1,062 | -53 | -4.8% | -$1.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $37.56万 | 0.05% | 1,563 | -800 | -33.9% | -$19.23万 | 减仓 |
| HDV | ISHARES TR | $37.95万 | 0.05% | 2,835 | 2,835 | — | $37.95万 | 新建仓 |
| RS | RELIANCE INC | $38.07万 | 0.05% | 1,177 | 211 | 21.8% | $6.82万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $38.22万 | 0.05% | 9,761 | 9,761 | — | $38.22万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $38.73万 | 0.05% | 6,492 | 6,492 | — | $38.73万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $38.94万 | 0.05% | 1,509 | 1,509 | — | $38.94万 | 新建仓 |
| NWSA | NEWS CORP NEW | $39.54万 | 0.05% | 15,796 | 4,574 | 40.8% | $11.45万 | 加仓 |
| FIX | COMFORT SYS USA INC | $40.68万 | 0.06% | 246 | -84 | -25.5% | -$13.89万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $41.89万 | 0.06% | 10,614 | 740 | 7.5% | $2.92万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $42.20万 | 0.06% | 8,911 | 8,911 | — | $42.20万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $42.24万 | 0.06% | 33,630 | 3,511 | 11.7% | $4.41万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $42.26万 | 0.06% | 1,371 | 110 | 8.7% | $3.39万 | 加仓 |
| SHM | SPDR SERIES TRUST | $42.27万 | 0.06% | 8,816 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $42.35万 | 0.06% | 2,868 | -218 | -7.1% | -$3.22万 | 减仓 |
| PFE | PFIZER INC | $42.46万 | 0.06% | 15,663 | 2,953 | 23.2% | $8.01万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $42.81万 | 0.06% | 1,945 | 1,945 | — | $42.81万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $42.91万 | 0.06% | 4,699 | 214 | 4.8% | $1.95万 | 加仓 |
| RGLD | ROYAL GOLD INC | $43.43万 | 0.06% | 1,599 | 24 | 1.5% | $6,518 | 加仓 |
| MCD | MCDONALDS CORP | $44.13万 | 0.06% | 1,456 | 492 | 51.0% | $14.91万 | 加仓 |
| NWS | NEWS CORP NEW | $44.43万 | 0.06% | 15,410 | 2,569 | 20.0% | $7.41万 | 加仓 |
| QUAL | ISHARES TR | $44.64万 | 0.06% | 2,196 | 2,196 | — | $44.64万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $44.95万 | 0.06% | 5,569 | -159 | -2.8% | -$1.28万 | 减仓 |
| BURL | BURLINGTON STORES INC | $45.13万 | 0.06% | 1,347 | 219 | 19.4% | $7.34万 | 加仓 |
| USMV | ISHARES TR | $45.46万 | 0.06% | 4,853 | 4,853 | — | $45.46万 | 新建仓 |
| IEFA | ISHARES TR | $45.72万 | 0.06% | 4,726 | 47 | 1.0% | $4,547 | 加仓 |
| RY | ROYAL BK CDA | $45.97万 | 0.06% | 2,629 | 761 | 40.7% | $13.31万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $46.15万 | 0.06% | 3,915 | -124 | -3.1% | -$1.46万 | 减仓 |
| PEN | PENUMBRA INC | $46.17万 | 0.06% | 1,390 | 244 | 21.3% | $8.10万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $46.18万 | 0.06% | 5,763 | 659 | 12.9% | $5.28万 | 加仓 |
| RTX | RTX CORPORATION | $48.39万 | 0.07% | 2,386 | 52 | 2.2% | $1.05万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $48.53万 | 0.07% | 22,817 | -992 | -4.2% | -$2.11万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.72万 | 0.07% | 13,791 | 13,791 | — | $48.72万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $48.77万 | 0.07% | 2,329 | 371 | 18.9% | $7.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.06万 | 0.07% | 2,623 | 1,304 | 98.9% | $24.39万 | 加仓 |
| PLD | PROLOGIS INC. | $49.16万 | 0.07% | 3,553 | 642 | 22.1% | $8.88万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $49.43万 | 0.07% | 10,468 | 10,468 | — | $49.43万 | 新建仓 |
| SYY | SYSCO CORP | $49.55万 | 0.07% | 6,692 | 867 | 14.9% | $6.42万 | 加仓 |
| ES | EVERSOURCE ENERGY | $50.89万 | 0.07% | 7,374 | 850 | 13.0% | $5.87万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $51.19万 | 0.07% | 1,562 | 44 | 2.9% | $1.44万 | 加仓 |
| DHI | D R HORTON INC | $52.29万 | 0.07% | 3,600 | 3,600 | — | $52.29万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $52.34万 | 0.07% | 2,305 | 648 | 39.1% | $14.71万 | 加仓 |
| XPO | XPO INC | $52.51万 | 0.07% | 2,469 | 450 | 22.3% | $9.57万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $52.59万 | 0.07% | 28,942 | -70 | -0.2% | -$1,272 | 减仓 |
| HSBC | HSBC HLDGS PLC | $53.26万 | 0.07% | 5,829 | 2,670 | 84.5% | $24.40万 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $54.00万 | 0.07% | 5,454 | 656 | 13.7% | $6.49万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $54.50万 | 0.07% | 8,267 | 8,267 | — | $54.50万 | 新建仓 |
| MCK | MCKESSON CORP | $54.74万 | 0.07% | 634 | 634 | — | $54.74万 | 新建仓 |
| AVMV | AMERICAN CENTY ETF TR | $54.86万 | 0.07% | 7,164 | 2,025 | 39.4% | $15.51万 | 加仓 |
| BALL | BALL CORP | $55.22万 | 0.08% | 8,694 | 1,800 | 26.1% | $11.43万 | 加仓 |
| GWW | WW GRAINGER INC | $55.57万 | 0.08% | 481 | -259 | -35.0% | -$29.92万 | 减仓 |
| — | GLOBAL X FDS | $55.96万 | 0.08% | 12,734 | 1,792 | 16.4% | $7.88万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $55.97万 | 0.08% | 2,604 | 2,604 | — | $55.97万 | 新建仓 |
| EXC | EXELON CORP | $55.97万 | 0.08% | 11,502 | 1,966 | 20.6% | $9.57万 | 加仓 |
| RBA | RB GLOBAL INC | $56.48万 | 0.08% | 5,465 | 615 | 12.7% | $6.36万 | 加仓 |
| MCO | MOODYS CORP | $57.96万 | 0.08% | 1,323 | -90 | -6.4% | -$3.94万 | 减仓 |
| SHE | SPDR SERIES TRUST | $58.08万 | 0.08% | 4,265 | 649 | 17.9% | $8.84万 | 加仓 |
| MRK | MERCK & CO INC | $58.79万 | 0.08% | 4,900 | 1,718 | 54.0% | $20.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.89万 | 0.08% | 4,079 | 935 | 29.7% | $13.50万 | 加仓 |
| NVT | NVENT ELEC PLC | $59.33万 | 0.08% | 4,412 | -97 | -2.2% | -$1.30万 | 减仓 |