SEEDS INVESTOR LLC
NEW YORK NY · SEC CIK 0002021047
$9.73亿2026Q2 申报市值
379持仓数
32.9%前十大占比 · 第一大 5.6%
55 / 33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
QQQ 加仓+$3,615.68万
SPY 加仓+$2,383.14万
VOO 加仓+$1,080.91万
SNDK 加仓+$988.32万
MUB 加仓+$588.88万
2026Q2 卖出最多 按季末市值估算
IBIT 清仓-$941.67万
IAGG 清仓-$233.80万
SCHB 减仓-$215.07万
AOM 减仓-$144.33万
SCHX 清仓-$132.99万
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 |
|---|---|---|---|---|---|---|---|---|
| ALKS | ALKERMES PLC | $27.43万 | 0.03% | 5,235 | 5,235 | — | $27.43万 | 新建仓 |
| SUB | ISHARES TR | $27.71万 | 0.03% | 2,602 | 2,602 | — | $27.71万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $27.75万 | 0.03% | 1,038 | 1,038 | — | $27.75万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.86万 | 0.03% | 721 | -37 | -4.9% | -$1.43万 | 重新持有 |
| IDCC | INTERDIGITAL INC | $28.15万 | 0.03% | 994 | -68 | -6.4% | -$1.93万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $28.36万 | 0.03% | 6,578 | -3,183 | -32.6% | -$13.72万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $28.43万 | 0.03% | 1,799 | -11 | -0.6% | -$1,739 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $28.47万 | 0.03% | 8,179 | -37,160 | -82.0% | -$129.35万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $28.61万 | 0.03% | 10,514 | 10,514 | — | $28.61万 | 新建仓 |
| SMH | VANECK ETF TRUST | $28.99万 | 0.03% | 442 | 442 | — | $28.99万 | 新建仓 |
| SONY | SONY GROUP CORP | $29.10万 | 0.03% | 14,509 | 559 | 4.0% | $1.12万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $29.21万 | 0.03% | 13,065 | 111 | 0.9% | $2,482 | 加仓 |
| SLV | ISHARES SILVER TR | $29.22万 | 0.03% | 5,466 | 5,466 | — | $29.22万 | 新建仓 |
| UL | UNILEVER PLC | $29.59万 | 0.03% | 4,922 | -198 | -3.9% | -$1.19万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $29.92万 | 0.03% | 2,663 | -205 | -7.1% | -$2.30万 | 减仓 |
| RGLD | ROYAL GOLD INC | $29.99万 | 0.03% | 1,503 | -96 | -6.0% | -$1.92万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $30.08万 | 0.03% | 16,646 | 3,450 | 26.1% | $6.23万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $30.19万 | 0.03% | 2,278 | -83 | -3.5% | -$1.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $30.41万 | 0.03% | 3,302 | -38 | -1.1% | -$3,499 | 减仓 |
| CCK | CROWN HLDGS INC | $30.54万 | 0.03% | 2,731 | -103 | -3.6% | -$1.15万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $30.98万 | 0.03% | 2,448 | 65 | 2.7% | $8,226 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.03万 | 0.03% | 6,296 | -1 | -0.0% | -$49 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $31.32万 | 0.03% | 5,685 | -1 | -0.0% | -$55 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $31.74万 | 0.03% | 8,284 | -2,330 | -22.0% | -$8.93万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $31.76万 | 0.03% | 12,675 | -1,399 | -9.9% | -$3.51万 | 减仓 |
| MTUM | ISHARES TR | $31.85万 | 0.03% | 929 | -335 | -26.5% | -$11.48万 | 减仓 |
| URTH | ISHARES INC | $31.94万 | 0.03% | 1,576 | -141 | -8.2% | -$2.86万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.01万 | 0.03% | 2,636 | 76 | 3.0% | $9,228 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $32.10万 | 0.03% | 5,549 | -144 | -2.5% | -$8,329 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $32.12万 | 0.03% | 5,395 | -471 | -8.0% | -$2.80万 | 减仓 |
| PLXS | PLEXUS CORP | $32.50万 | 0.03% | 1,081 | 78 | 7.8% | $2.35万 | 加仓 |
| — | ELECTRONIC ARTS INC | $32.53万 | 0.03% | 1,586 | -203 | -11.3% | -$4.16万 | 减仓 |
| SANM | SANMINA CORP | $32.60万 | 0.03% | 1,288 | -92 | -6.7% | -$2.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.77万 | 0.03% | 969 | 61 | 6.7% | $2.06万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $32.79万 | 0.03% | 1,235 | 16 | 1.3% | $4,248 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $32.87万 | 0.03% | 1,468 | 122 | 9.1% | $2.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.99万 | 0.03% | 1,824 | -287 | -13.6% | -$5.19万 | 减仓 |
| TWLO | TWILIO INC | $33.43万 | 0.03% | 1,620 | 1,620 | — | $33.43万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $33.45万 | 0.03% | 4,445 | 4,445 | — | $33.45万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $33.64万 | 0.03% | 2,042 | -352 | -14.7% | -$5.80万 | 减仓 |
| APH | AMPHENOL CORP | $33.80万 | 0.03% | 1,917 | 39 | 2.1% | $6,876 | 加仓 |
| AMGN | AMGEN INC | $33.94万 | 0.03% | 937 | -29 | -3.0% | -$1.05万 | 减仓 |
| WPC | WP CAREY INC | $34.35万 | 0.04% | 4,805 | 54 | 1.1% | $3,861 | 加仓 |
| WFC | WELLS FARGO & CO | $35.03万 | 0.04% | 4,239 | -197 | -4.4% | -$1.63万 | 减仓 |
| MCD | MCDONALDS CORP | $35.21万 | 0.04% | 1,302 | -154 | -10.6% | -$4.16万 | 减仓 |
| CSL | CARLISLE COS INC | $35.41万 | 0.04% | 976 | -47 | -4.6% | -$1.70万 | 减仓 |
| HDV | ISHARES TR | $35.48万 | 0.04% | 12,945 | -1,230 | -8.7% | -$3.37万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $35.59万 | 0.04% | 7,603 | -2,865 | -27.4% | -$13.41万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $35.90万 | 0.04% | 7,125 | 178 | 2.6% | $8,968 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $35.97万 | 0.04% | 6,822 | -2,360 | -25.7% | -$12.44万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $36.47万 | 0.04% | 5,211 | -358 | -6.4% | -$2.51万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $37.15万 | 0.04% | 2,102 | 9 | 0.4% | $1,591 | 加仓 |
| T | AT&T INC | $37.97万 | 0.04% | 18,341 | 4,574 | 33.2% | $9.47万 | 加仓 |
| EFV | ISHARES TR | $37.97万 | 0.04% | 4,960 | -5,281 | -51.6% | -$40.43万 | 减仓 |
| UNM | UNUM GROUP | $38.00万 | 0.04% | 4,251 | 207 | 5.1% | $1.85万 | 加仓 |
| MCK | MCKESSON CORP | $38.42万 | 0.04% | 508 | -126 | -19.9% | -$9.53万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $38.78万 | 0.04% | 7,233 | 7,233 | — | $38.78万 | 新建仓 |
| CALI | BLACKROCK ETF TRUST II | $38.98万 | 0.04% | 7,713 | 7,713 | — | $38.98万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $39.12万 | 0.04% | 1,291 | 1,291 | — | $39.12万 | 新建仓 |
| NWSA | NEWS CORP NEW | $39.19万 | 0.04% | 15,785 | -11 | -0.1% | -$273 | 减仓 |
| PRI | PRIMERICA INC | $39.36万 | 0.04% | 1,385 | 58 | 4.4% | $1.65万 | 加仓 |
| EFG | ISHARES TR | $39.38万 | 0.04% | 3,165 | -4,386 | -58.1% | -$54.58万 | 减仓 |
| PEN | PENUMBRA INC | $40.10万 | 0.04% | 1,270 | -120 | -8.6% | -$3.79万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $40.70万 | 0.04% | 1,713 | -891 | -34.2% | -$21.17万 | 减仓 |
| BURL | BURLINGTON STORES INC | $40.87万 | 0.04% | 1,290 | -57 | -4.2% | -$1.81万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $41.06万 | 0.04% | 2,437 | -27 | -1.1% | -$4,550 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.39万 | 0.04% | 2,497 | -126 | -4.8% | -$2.09万 | 减仓 |
| ILMN | ILLUMINA INC | $41.71万 | 0.04% | 2,372 | 401 | 20.3% | $7.05万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $42.17万 | 0.04% | 1,050 | 4 | 0.4% | $1,607 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $42.19万 | 0.04% | 1,331 | -40 | -2.9% | -$1.27万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.23万 | 0.04% | 4,812 | 113 | 2.4% | $9,917 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $42.24万 | 0.04% | 4,771 | 4,771 | — | $42.24万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $42.28万 | 0.04% | 8,816 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $42.31万 | 0.04% | 4,474 | 4,474 | — | $42.31万 | 新建仓 |
| UNP | UNION PAC CORP | $42.65万 | 0.04% | 1,568 | 324 | 26.0% | $8.81万 | 加仓 |
| HAS | HASBRO INC | $42.76万 | 0.04% | 5,177 | -1,469 | -22.1% | -$12.13万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $43.00万 | 0.04% | 3,847 | 138 | 3.7% | $1.54万 | 加仓 |
| XPO | XPO INC | $43.25万 | 0.04% | 2,107 | -362 | -14.7% | -$7.43万 | 减仓 |
| NWS | NEWS CORP NEW | $43.56万 | 0.04% | 15,526 | 116 | 0.8% | $3,255 | 加仓 |
| C | CITIGROUP INC | $43.69万 | 0.04% | 3,122 | 612 | 24.4% | $8.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.26万 | 0.05% | 1,574 | 11 | 0.7% | $3,093 | 加仓 |
| PFE | PFIZER INC | $44.90万 | 0.05% | 18,646 | 2,983 | 19.0% | $7.18万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $44.91万 | 0.05% | 1,449 | -113 | -7.2% | -$3.50万 | 减仓 |
| SAN | BANCO SANTANDER SA | $45.23万 | 0.05% | 32,775 | -855 | -2.5% | -$1.18万 | 减仓 |
| P | EVERPURE INC | $45.72万 | 0.05% | 5,803 | 580 | 11.1% | $4.57万 | 加仓 |
| IEFA | ISHARES TR | $45.88万 | 0.05% | 4,750 | 24 | 0.5% | $2,318 | 加仓 |
| WM | WASTE MGMT INC DEL | $45.99万 | 0.05% | 2,063 | -242 | -10.5% | -$5.39万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $46.28万 | 0.05% | 18,882 | 18,882 | — | $46.28万 | 新建仓 |
| RS | RELIANCE INC | $46.75万 | 0.05% | 1,251 | 74 | 6.3% | $2.77万 | 加仓 |
| AZN | ASTRAZENECA PLC | $48.31万 | 0.05% | 2,548 | -1,331 | -34.3% | -$25.24万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $48.64万 | 0.05% | 3,768 | -147 | -3.8% | -$1.90万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $48.72万 | 0.05% | 5,895 | 5,895 | — | $48.72万 | 新建仓 |
| MCO | MOODYS CORP | $50.34万 | 0.05% | 1,111 | -212 | -16.0% | -$9.61万 | 减仓 |
| VGT | VANGUARD WORLD FD | $50.87万 | 0.05% | 4,256 | 4,256 | — | $50.87万 | 新建仓 |
| PEP | PEPSICO INC | $51.24万 | 0.05% | 3,785 | -694 | -15.5% | -$9.40万 | 减仓 |
| PLD | PROLOGIS INC. | $51.29万 | 0.05% | 3,786 | 233 | 6.6% | $3.16万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.67万 | 0.05% | 5,358 | 5,358 | — | $51.67万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $52.45万 | 0.05% | 7,257 | -117 | -1.6% | -$8,456 | 减仓 |
| LQD | ISHARES TR | $53.30万 | 0.05% | 4,887 | 4,887 | — | $53.30万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $54.59万 | 0.06% | 12,099 | 651 | 5.7% | $2.94万 | 加仓 |