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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $60.79万 | 0.08% | 1,020 | 260 | 34.2% | $15.49万 | 加仓 |
| DIS | DISNEY WALT CO | $61.04万 | 0.08% | 5,950 | -1,421 | -19.3% | -$14.58万 | 减仓 |
| SHYG | ISHARES TR | $61.12万 | 0.08% | 14,334 | 14,334 | — | $61.12万 | 新建仓 |
| LIN | LINDE PLC | $61.38万 | 0.08% | 1,228 | 267 | 27.8% | $13.35万 | 加仓 |
| HAS | HASBRO INC | $61.64万 | 0.08% | 6,646 | -2,655 | -28.5% | -$24.63万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $61.87万 | 0.08% | 1,070 | -406 | -27.5% | -$23.48万 | 减仓 |
| QCOM | QUALCOMM INC | $61.92万 | 0.08% | 4,661 | -346 | -6.9% | -$4.60万 | 减仓 |
| BOXX | EA SERIES TRUST | $62.96万 | 0.09% | 5,414 | -5,334 | -49.6% | -$62.03万 | 减仓 |
| SPGI | S&P GLOBAL INC | $64.22万 | 0.09% | 1,510 | -513 | -25.4% | -$21.82万 | 减仓 |
| GLW | CORNING INC | $65.80万 | 0.09% | 3,807 | 292 | 8.3% | $5.05万 | 加仓 |
| USFD | US FOODS HLDG CORP | $66.78万 | 0.09% | 7,221 | 357 | 5.2% | $3.30万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $69.30万 | 0.09% | 7,361 | 3,310 | 81.7% | $31.16万 | 加仓 |
| CSCO | CISCO SYS INC | $69.51万 | 0.09% | 8,415 | 865 | 11.5% | $7.15万 | 加仓 |
| PEP | PEPSICO INC | $69.75万 | 0.09% | 4,479 | 370 | 9.0% | $5.76万 | 加仓 |
| KO | COCA COLA CO | $69.89万 | 0.10% | 9,209 | 150 | 1.7% | $1.14万 | 加仓 |
| BAC | BANK AMERICA CORP | $70.90万 | 0.10% | 13,289 | 1,326 | 11.1% | $7.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.82万 | 0.10% | 2,816 | 552 | 24.4% | $14.08万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.16万 | 0.10% | 1,388 | 224 | 19.2% | $11.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $73.85万 | 0.10% | 3,076 | 576 | 23.0% | $13.83万 | 加仓 |
| NDAQ | NASDAQ INC | $74.18万 | 0.10% | 8,554 | -748 | -8.0% | -$6.49万 | 减仓 |
| ORCL | ORACLE CORP | $78.68万 | 0.11% | 4,827 | 10 | 0.2% | $1,630 | 加仓 |
| GE | GE AEROSPACE | $78.87万 | 0.11% | 2,480 | 50 | 2.1% | $1.59万 | 加仓 |
| GEV | GE VERNOVA INC | $79.11万 | 0.11% | 801 | 801 | — | $79.11万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $79.27万 | 0.11% | 3,879 | 3,879 | — | $79.27万 | 新建仓 |
| EFV | ISHARES TR | $80.35万 | 0.11% | 10,241 | 10,241 | — | $80.35万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $80.44万 | 0.11% | 5,663 | 1,936 | 51.9% | $27.50万 | 加仓 |
| HYD | VANECK ETF TRUST | $80.54万 | 0.11% | 15,804 | -6,173 | -28.1% | -$31.46万 | 减仓 |
| KB | KB FINL GROUP INC | $80.98万 | 0.11% | 7,390 | 784 | 11.9% | $8.59万 | 加仓 |
| SLQD | ISHARES TR | $83.89万 | 0.11% | 16,597 | 16,597 | — | $83.89万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $84.04万 | 0.11% | 18,478 | 4,590 | 33.1% | $20.88万 | 加仓 |
| ICVT | ISHARES TR | $84.39万 | 0.11% | 7,686 | 7,686 | — | $84.39万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.48万 | 0.11% | 929 | 302 | 48.2% | $27.46万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $85.21万 | 0.12% | 2,327 | 1,132 | 94.7% | $41.45万 | 加仓 |
| KLAC | KLA CORP | $85.58万 | 0.12% | 477 | -212 | -30.8% | -$38.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.34万 | 0.12% | 1,808 | 126 | 7.5% | $6.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $87.50万 | 0.12% | 1,879 | 1,879 | — | $87.50万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $88.04万 | 0.12% | 14,087 | 14,087 | — | $88.04万 | 新建仓 |
| EFG | ISHARES TR | $91.18万 | 0.12% | 7,551 | 7,551 | — | $91.18万 | 新建仓 |
| CBRE | CBRE GROUP INC | $91.89万 | 0.13% | 6,248 | -673 | -9.7% | -$9.90万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $92.50万 | 0.13% | 1,246 | -531 | -29.9% | -$39.42万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $95.08万 | 0.13% | 4,490 | 2,220 | 97.8% | $47.01万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $95.42万 | 0.13% | 18,913 | 18,913 | — | $95.42万 | 新建仓 |
| COHR | COHERENT CORP | $95.73万 | 0.13% | 3,054 | -983 | -24.3% | -$30.81万 | 减仓 |
| ESGE | ISHARES INC | $96.82万 | 0.13% | 19,419 | 9,966 | 105.4% | $49.69万 | 加仓 |
| CLS | CELESTICA INC | $98.12万 | 0.13% | 2,553 | -537 | -17.4% | -$20.64万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $99.09万 | 0.13% | 1,162 | 1,162 | — | $99.09万 | 新建仓 |
| LOW | LOWES COS INC | $99.18万 | 0.13% | 3,992 | 525 | 15.1% | $13.04万 | 加仓 |
| NVS | NOVARTIS AG | $99.74万 | 0.14% | 6,503 | 533 | 8.9% | $8.18万 | 加仓 |
| — | EXXON MOBIL CORP | $99.75万 | 0.14% | 6,684 | 1,357 | 25.5% | $20.25万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $99.83万 | 0.14% | 6,467 | -1,025 | -13.7% | -$15.82万 | 减仓 |
| ABBV | ABBVIE INC | $100.11万 | 0.14% | 4,761 | 39 | 0.8% | $8,201 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $100.38万 | 0.14% | 3,029 | -700 | -18.8% | -$23.20万 | 减仓 |
| IEMG | ISHARES INC | $100.43万 | 0.14% | 13,162 | 13,162 | — | $100.43万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $101.34万 | 0.14% | 12,398 | -2,816 | -18.5% | -$23.02万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $102.10万 | 0.14% | 16,268 | 850 | 5.5% | $5.33万 | 加仓 |
| CAT | CATERPILLAR INC | $103.24万 | 0.14% | 1,300 | 565 | 76.9% | $44.87万 | 加仓 |
| IGIB | ISHARES TR | $106.59万 | 0.15% | 19,875 | 19,875 | — | $106.59万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $107.56万 | 0.15% | 13,710 | 13,710 | — | $107.56万 | 新建仓 |
| TJX | TJX COS INC NEW | $109.85万 | 0.15% | 6,854 | -289 | -4.0% | -$4.63万 | 减仓 |
| NFLX | NETFLIX INC. | $111.57万 | 0.15% | 10,498 | 1,528 | 17.0% | $16.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $113.27万 | 0.15% | 19,536 | 19,536 | — | $113.27万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $113.79万 | 0.15% | 22,603 | -10,960 | -32.7% | -$55.17万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $114.84万 | 0.16% | 19,628 | 19,628 | — | $114.84万 | 新建仓 |
| STIP | ISHARES TR | $114.89万 | 0.16% | 11,084 | 11,084 | — | $114.89万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $117.92万 | 0.16% | 9,735 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $120.22万 | 0.16% | 3,638 | 973 | 36.5% | $32.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $122.51万 | 0.17% | 2,387 | -129 | -5.1% | -$6.62万 | 减仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $125.96万 | 0.17% | 33,343 | -61,154 | -64.7% | -$231.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $128.13万 | 0.17% | 6,417 | 6,417 | — | $128.13万 | 新建仓 |
| IVW | ISHARES TR | $131.54万 | 0.18% | 10,550 | 7,755 | 277.5% | $96.69万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $132.99万 | 0.18% | 48,590 | 48,590 | — | $132.99万 | 新建仓 |
| IVE | ISHARES TR | $133.18万 | 0.18% | 6,122 | 4,768 | 352.1% | $103.72万 | 加仓 |
| ETN | EATON CORP PLC | $133.90万 | 0.18% | 3,332 | -75 | -2.2% | -$3.01万 | 减仓 |
| — | EA SERIES TRUST | $137.24万 | 0.19% | 47,904 | 6,985 | 17.1% | $20.01万 | 加仓 |
| WMT | WALMART INC | $141.65万 | 0.19% | 11,328 | 689 | 6.5% | $8.62万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $144.22万 | 0.20% | 45,339 | 45,339 | — | $144.22万 | 新建仓 |
| HD | HOME DEPOT INC | $144.30万 | 0.20% | 4,210 | -387 | -8.4% | -$13.26万 | 减仓 |
| TSLA | TESLA INC | $144.41万 | 0.20% | 3,965 | 1,319 | 49.8% | $48.04万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $146.87万 | 0.20% | 7,706 | -787 | -9.3% | -$15.00万 | 减仓 |
| EMXC | ISHARES INC | $148.84万 | 0.20% | 16,958 | 16,958 | — | $148.84万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $149.58万 | 0.20% | 3,179 | -400 | -11.2% | -$18.82万 | 减仓 |
| VOTE | TCW ETF TRUST | $151.46万 | 0.21% | 18,556 | 2,424 | 15.0% | $19.79万 | 加仓 |
| CIEN | CIENA CORP | $151.90万 | 0.21% | 3,251 | 1,886 | 138.2% | $88.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $153.13万 | 0.21% | 3,870 | 584 | 17.8% | $23.11万 | 加仓 |
| V | VISA INC | $153.80万 | 0.21% | 4,939 | 405 | 8.9% | $12.61万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $154.74万 | 0.21% | 53,878 | 53,878 | — | $154.74万 | 新建仓 |
| SYSB | ISHARES TR | $156.50万 | 0.21% | 17,490 | 17,490 | — | $156.50万 | 新建仓 |
| TLH | ISHARES TR | $158.56万 | 0.22% | 15,639 | 15,639 | — | $158.56万 | 新建仓 |
| JBL | JABIL INC | $163.42万 | 0.22% | 5,341 | 372 | 7.5% | $11.38万 | 加仓 |
| META | META PLATFORMS INC | $164.05万 | 0.22% | 2,476 | 423 | 20.6% | $28.03万 | 加仓 |
| IXUS | ISHARES TR | $166.27万 | 0.23% | 17,860 | 1,525 | 9.3% | $14.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $168.98万 | 0.23% | 1,734 | 450 | 35.0% | $43.85万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $172.16万 | 0.23% | 21,680 | 21,680 | — | $172.16万 | 新建仓 |
| XJH | ISHARES TR | $174.06万 | 0.24% | 36,044 | 36,044 | — | $174.06万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $176.10万 | 0.24% | 6,465 | 312 | 5.1% | $8.50万 | 加仓 |
| ASML | ASML HLDG NV | $177.79万 | 0.24% | 1,171 | 407 | 53.3% | $61.79万 | 加仓 |
| LLY | ELI LILLY & CO | $181.00万 | 0.25% | 1,962 | 239 | 13.9% | $22.05万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $187.77万 | 0.26% | 22,229 | 22,229 | — | $187.77万 | 新建仓 |
| AVLC | AMERICAN CENTY ETF TR | $191.62万 | 0.26% | 23,204 | 4,541 | 24.3% | $37.50万 | 加仓 |
| IQSM | NEW YORK LIFE INVESTMENTS ET | $194.41万 | 0.26% | 53,065 | -46,203 | -46.5% | -$169.27万 | 减仓 |