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 |
|---|---|---|---|---|---|---|---|---|
| SMFG | SUMITOMO MITSUI FIN GRP INC | $54.60万 | 0.06% | 23,155 | 338 | 1.5% | $7,970 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $54.75万 | 0.06% | 1,011 | -59 | -5.5% | -$3.20万 | 减仓 |
| EXC | EXELON CORP | $54.79万 | 0.06% | 11,753 | 251 | 2.2% | $1.17万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $55.07万 | 0.06% | 2,312 | -17 | -0.7% | -$4,049 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $55.08万 | 0.06% | 8,267 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $55.14万 | 0.06% | 3,761 | -318 | -7.8% | -$4.66万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $55.30万 | 0.06% | 24,128 | 24,128 | — | $55.30万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $55.57万 | 0.06% | 6,897 | 3,217 | 87.4% | $25.92万 | 加仓 |
| BALL | BALL CORP | $55.99万 | 0.06% | 8,973 | 279 | 3.2% | $1.74万 | 加仓 |
| RY | ROYAL BK CDA | $57.51万 | 0.06% | 2,779 | 150 | 5.7% | $3.10万 | 加仓 |
| DIS | DISNEY WALT CO | $58.05万 | 0.06% | 6,031 | 81 | 1.4% | $7,796 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $58.25万 | 0.06% | 11,609 | 6,596 | 131.6% | $33.10万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $58.30万 | 0.06% | 6,131 | 302 | 5.2% | $2.87万 | 加仓 |
| SPGI | S&P GLOBAL INC | $58.57万 | 0.06% | 1,438 | -72 | -4.8% | -$2.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $58.69万 | 0.06% | 1,171 | -217 | -15.6% | -$10.88万 | 减仓 |
| SYY | SYSCO CORP | $59.30万 | 0.06% | 7,095 | 403 | 6.0% | $3.37万 | 加仓 |
| RTX | RTX CORPORATION | $59.45万 | 0.06% | 3,133 | 747 | 31.3% | $14.17万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $59.56万 | 0.06% | 29,947 | 1,005 | 3.5% | $2.00万 | 加仓 |
| NFLX | NETFLIX INC. | $60.78万 | 0.06% | 8,512 | -1,986 | -18.9% | -$14.18万 | 减仓 |
| — | GLOBAL X FDS | $61.18万 | 0.06% | 13,023 | 289 | 2.3% | $1.36万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $62.08万 | 0.06% | 11,285 | -7,628 | -40.3% | -$41.96万 | 减仓 |
| ICVT | ISHARES TR | $62.40万 | 0.06% | 5,126 | -2,560 | -33.3% | -$31.17万 | 减仓 |
| DHI | D R HORTON INC | $62.65万 | 0.06% | 3,846 | 246 | 6.8% | $4.01万 | 加仓 |
| LIN | LINDE PLC | $63.17万 | 0.06% | 1,217 | -11 | -0.9% | -$5,710 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $63.49万 | 0.07% | 5,951 | 497 | 9.1% | $5.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.63万 | 0.07% | 1,531 | 360 | 30.7% | $14.96万 | 加仓 |
| RBA | RB GLOBAL INC | $63.94万 | 0.07% | 5,491 | 26 | 0.5% | $3,028 | 加仓 |
| GWW | WW GRAINGER INC | $64.44万 | 0.07% | 474 | -7 | -1.5% | -$9,516 | 减仓 |
| TXN | TEXAS INSTRS INC | $65.82万 | 0.07% | 2,208 | 523 | 31.0% | $15.59万 | 加仓 |
| ARKQ | ARK ETF TR | $67.29万 | 0.07% | 5,090 | 5,090 | — | $67.29万 | 新建仓 |
| NDAQ | NASDAQ INC | $67.72万 | 0.07% | 8,591 | 37 | 0.4% | $2,916 | 加仓 |
| MRK | MERCK & CO INC | $70.70万 | 0.07% | 5,502 | 602 | 12.3% | $7.74万 | 加仓 |
| USFD | US FOODS HLDG CORP | $70.75万 | 0.07% | 6,919 | -302 | -4.2% | -$3.09万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $70.87万 | 0.07% | 4,850 | -813 | -14.4% | -$11.88万 | 减仓 |
| DE | DEERE & CO | $71.30万 | 0.07% | 1,124 | 104 | 10.2% | $6.60万 | 加仓 |
| ORCL | ORACLE CORP | $71.54万 | 0.07% | 4,882 | 55 | 1.1% | $8,060 | 加仓 |
| SHE | SPDR SERIES TRUST | $72.01万 | 0.07% | 4,663 | 398 | 9.3% | $6.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $72.67万 | 0.07% | 9,328 | -4,382 | -32.0% | -$34.14万 | 减仓 |
| KB | KB FINL GROUP INC | $73.63万 | 0.08% | 7,015 | -375 | -5.1% | -$3.94万 | 减仓 |
| NVT | NVENT ELEC PLC | $74.16万 | 0.08% | 4,373 | -39 | -0.9% | -$6,614 | 减仓 |
| BA | BOEING CO | $74.39万 | 0.08% | 3,437 | 2,489 | 262.6% | $53.87万 | 加仓 |
| BIO | BIO RAD LABS INC | $75.46万 | 0.08% | 2,570 | 2,570 | — | $75.46万 | 新建仓 |
| IEMG | ISHARES INC | $75.67万 | 0.08% | 9,134 | -4,028 | -30.6% | -$33.37万 | 减仓 |
| BAC | BANK OF AMER CORP | $76.60万 | 0.08% | 13,443 | 154 | 1.2% | $8,775 | 加仓 |
| ICSH | ISHARES TR | $77.70万 | 0.08% | 15,361 | 15,361 | — | $77.70万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $78.68万 | 0.08% | 3,098 | 22 | 0.7% | $5,587 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $80.37万 | 0.08% | 9,980 | 2,816 | 39.3% | $22.68万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $80.48万 | 0.08% | 19,009 | 531 | 2.9% | $2.25万 | 加仓 |
| LOW | LOWES COS INC | $81.06万 | 0.08% | 3,676 | -316 | -7.9% | -$6.97万 | 减仓 |
| HYD | VANECK ETF TRUST | $81.41万 | 0.08% | 15,804 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $81.57万 | 0.08% | 10,036 | 827 | 9.0% | $6.72万 | 加仓 |
| EFAV | ISHARES TR | $82.61万 | 0.08% | 9,419 | 9,419 | — | $82.61万 | 新建仓 |
| CBRE | CBRE GROUP INC | $83.58万 | 0.09% | 6,205 | -43 | -0.7% | -$5,792 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $84.89万 | 0.09% | 16,784 | -5,819 | -25.7% | -$29.43万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $85.11万 | 0.09% | 3,994 | -496 | -11.0% | -$10.57万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $87.92万 | 0.09% | 8,157 | 796 | 10.8% | $8.58万 | 加仓 |
| BOXX | EA SERIES TRUST | $89.25万 | 0.09% | 7,622 | 2,208 | 40.8% | $25.85万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $89.99万 | 0.09% | 13,232 | -855 | -6.1% | -$5.81万 | 减仓 |
| CLS | CELESTICA INC | $90.32万 | 0.09% | 2,476 | -77 | -3.0% | -$2.81万 | 减仓 |
| GEV | GE VERNOVA INC | $91.30万 | 0.09% | 777 | -24 | -3.0% | -$2.82万 | 减仓 |
| — | EXXON MOBIL CORP | $93.95万 | 0.10% | 6,872 | 188 | 2.8% | $2.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.25万 | 0.10% | 1,884 | 76 | 4.2% | $3.80万 | 加仓 |
| NVS | NOVARTIS AG | $96.76万 | 0.10% | 6,174 | -329 | -5.1% | -$5.16万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $97.68万 | 0.10% | 1,229 | -17 | -1.4% | -$1.35万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $98.01万 | 0.10% | 2,966 | -63 | -2.1% | -$2.08万 | 减仓 |
| SHYG | ISHARES TR | $100.98万 | 0.10% | 23,811 | 9,477 | 66.1% | $40.19万 | 加仓 |
| ABBV | ABBVIE INC | $101.66万 | 0.10% | 4,040 | -721 | -15.1% | -$18.14万 | 减仓 |
| GE | GE AEROSPACE | $102.22万 | 0.11% | 2,735 | 255 | 10.3% | $9.53万 | 加仓 |
| TJX | TJX COS INC NEW | $105.47万 | 0.11% | 6,961 | 107 | 1.6% | $1.62万 | 加仓 |
| FLEX | FLEX LTD | $105.98万 | 0.11% | 6,539 | 776 | 13.5% | $12.58万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $106.53万 | 0.11% | 6,271 | -196 | -3.0% | -$3.33万 | 减仓 |
| QCOM | QUALCOMM INC | $108.59万 | 0.11% | 5,877 | 1,216 | 26.1% | $22.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $111.59万 | 0.11% | 2,173 | -214 | -9.0% | -$10.99万 | 减仓 |
| CSCO | CISCO SYS INC | $114.79万 | 0.12% | 9,772 | 1,357 | 16.1% | $15.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $117.61万 | 0.12% | 1,163 | 234 | 25.2% | $23.66万 | 加仓 |
| IVE | ISHARES TR | $117.68万 | 0.12% | 5,183 | -939 | -15.3% | -$21.32万 | 减仓 |
| WMT | WALMART INC | $120.54万 | 0.12% | 10,643 | -685 | -6.0% | -$7.76万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $122.95万 | 0.13% | 34,029 | 25,849 | 316.0% | $93.39万 | 加仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $123.72万 | 0.13% | 32,308 | -1,035 | -3.1% | -$3.96万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $125.47万 | 0.13% | 18,572 | 2,304 | 14.2% | $15.57万 | 加仓 |
| META | META PLATFORMS INC | $125.66万 | 0.13% | 2,231 | -245 | -9.9% | -$13.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $126.05万 | 0.13% | 21,117 | 1,581 | 8.1% | $9.44万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $126.24万 | 0.13% | 3,606 | -32 | -0.9% | -$1.12万 | 减仓 |
| ESGE | ISHARES INC | $127.32万 | 0.13% | 23,281 | 3,862 | 19.9% | $21.12万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $129.22万 | 0.13% | 45,516 | -8,362 | -15.5% | -$23.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $134.41万 | 0.14% | 7,055 | 7,055 | — | $134.41万 | 新建仓 |
| IVW | ISHARES TR | $140.74万 | 0.14% | 10,234 | -316 | -3.0% | -$4.35万 | 减仓 |
| ETN | EATON CORP PLC | $142.37万 | 0.15% | 3,341 | 9 | 0.3% | $3,835 | 加仓 |
| HD | HOME DEPOT INC | $148.93万 | 0.15% | 4,223 | 13 | 0.3% | $4,585 | 加仓 |
| VOE | VANGUARD INDEX FDS | $150.24万 | 0.15% | 7,603 | -103 | -1.3% | -$2.04万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $150.76万 | 0.15% | 53,747 | 53,747 | — | $150.76万 | 新建仓 |
| SYSB | ISHARES TR | $151.86万 | 0.16% | 17,118 | -372 | -2.1% | -$3.30万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $152.06万 | 0.16% | 29,052 | -15,828 | -35.3% | -$82.84万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $152.47万 | 0.16% | 30,318 | 30,318 | — | $152.47万 | 新建仓 |
| TLH | ISHARES TR | $152.85万 | 0.16% | 15,232 | -407 | -2.6% | -$4.08万 | 减仓 |
| IXUS | ISHARES TR | $158.10万 | 0.16% | 16,566 | -1,294 | -7.2% | -$12.35万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $158.78万 | 0.16% | 3,233 | 54 | 1.7% | $2.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $158.92万 | 0.16% | 1,699 | -35 | -2.0% | -$3.27万 | 减仓 |
| VOTE | TCW ETF TRUST | $165.29万 | 0.17% | 18,747 | 191 | 1.0% | $1.68万 | 加仓 |
| CAT | CATERPILLAR INC | $167.01万 | 0.17% | 1,568 | 268 | 20.6% | $28.54万 | 加仓 |