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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $196.79万 | 0.27% | 17,044 | 14,074 | 473.9% | $162.50万 | 加仓 |
| ESML | ISHARES TR | $199.90万 | 0.27% | 39,797 | 5,247 | 15.2% | $26.36万 | 加仓 |
| EFA | ISHARES TR | $204.74万 | 0.28% | 19,755 | 19,755 | — | $204.74万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $206.79万 | 0.28% | 19,299 | 14,035 | 266.6% | $150.39万 | 加仓 |
| — | ISHARES TR | $208.62万 | 0.28% | 44,542 | 8,044 | 22.0% | $37.68万 | 加仓 |
| GLD | SPDR GOLD TR | $209.88万 | 0.29% | 4,715 | -89 | -1.9% | -$3.96万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $210.75万 | 0.29% | 24,971 | 24,971 | — | $210.75万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $210.96万 | 0.29% | 31,383 | 290 | 0.9% | $1.95万 | 加仓 |
| IVV | ISHARES TR | $212.81万 | 0.29% | 3,050 | 2,461 | 417.8% | $171.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $222.68万 | 0.30% | 7,157 | 724 | 11.3% | $22.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $225.12万 | 0.31% | 3,581 | 362 | 11.2% | $22.76万 | 加仓 |
| IAGG | ISHARES TR | $233.80万 | 0.32% | 46,714 | 46,714 | — | $233.80万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $234.99万 | 0.32% | 44,880 | 44,880 | — | $234.99万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $241.31万 | 0.33% | 10,588 | -352 | -3.2% | -$8.02万 | 减仓 |
| IJR | ISHARES TR | $243.48万 | 0.33% | 18,386 | 4,731 | 34.6% | $62.65万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $255.72万 | 0.35% | 32,532 | 32,532 | — | $255.72万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $259.47万 | 0.35% | 96,600 | -60,821 | -38.6% | -$163.37万 | 减仓 |
| IUSG | ISHARES TR | $266.23万 | 0.36% | 15,587 | 15,587 | — | $266.23万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $274.57万 | 0.37% | 7,228 | 1,331 | 22.6% | $50.56万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $279.84万 | 0.38% | 56,047 | 56,047 | — | $279.84万 | 新建仓 |
| CAOS | EA SERIES TRUST | $314.26万 | 0.43% | 34,713 | 12,607 | 57.0% | $114.13万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $333.61万 | 0.45% | 141,539 | 54,240 | 62.1% | $127.84万 | 加仓 |
| AOM | ISHARES TR | $344.22万 | 0.47% | 70,828 | -9,033 | -11.3% | -$43.90万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $357.97万 | 0.49% | 149,840 | 22,028 | 17.2% | $52.62万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $411.91万 | 0.56% | 56,792 | 10,543 | 22.8% | $76.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $416.61万 | 0.57% | 155,335 | 155,335 | — | $416.61万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $418.54万 | 0.57% | 20,622 | -92 | -0.4% | -$1.87万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $420.80万 | 0.57% | 81,676 | -14,170 | -14.8% | -$73.00万 | 减仓 |
| SUSB | ISHARES TR | $436.83万 | 0.59% | 173,965 | 5,814 | 3.5% | $14.60万 | 加仓 |
| SGOL | ETFS GOLD TR | $439.61万 | 0.60% | 95,237 | 95,237 | — | $439.61万 | 新建仓 |
| GOOGL | ALPHABET INC | $445.59万 | 0.61% | 13,385 | 5,197 | 63.5% | $173.01万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $455.11万 | 0.62% | 91,112 | 13,420 | 17.3% | $67.03万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $456.55万 | 0.62% | 65,738 | 65,738 | — | $456.55万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $459.00万 | 0.62% | 66,629 | 66,629 | — | $459.00万 | 新建仓 |
| LMUB | ISHARES TR | $463.21万 | 0.63% | 91,318 | 91,318 | — | $463.21万 | 新建仓 |
| AVGO | BROADCOM INC | $476.75万 | 0.65% | 12,520 | 1,602 | 14.7% | $61.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $482.67万 | 0.66% | 181,385 | 181,385 | — | $482.67万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $491.85万 | 0.67% | 73,062 | 39,964 | 120.7% | $269.04万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $523.52万 | 0.71% | 103,914 | 17,588 | 20.4% | $88.61万 | 加仓 |
| ISTB | ISHARES TR | $552.05万 | 0.75% | 113,731 | 21,794 | 23.7% | $105.79万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $553.50万 | 0.75% | 237,249 | 83,714 | 54.5% | $195.30万 | 加仓 |
| AMZN | AMAZON COM INC | $559.45万 | 0.76% | 22,466 | 9,917 | 79.0% | $246.95万 | 加仓 |
| GOVT | ISHARES TR | $563.82万 | 0.77% | 245,567 | 245,567 | — | $563.82万 | 新建仓 |
| IJH | ISHARES TR | $586.56万 | 0.80% | 81,956 | 14,766 | 22.0% | $105.68万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $587.69万 | 0.80% | 77,685 | -309 | -0.4% | -$2.34万 | 减仓 |
| BGRN | ISHARES TR | $667.26万 | 0.91% | 139,828 | 10,609 | 8.2% | $50.63万 | 加仓 |
| TFI | SPDR SERIES TRUST | $684.03万 | 0.93% | 149,975 | -16,402 | -9.9% | -$74.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $701.46万 | 0.95% | 14,714 | 2,336 | 18.9% | $111.36万 | 加仓 |
| GOOG | ALPHABET INC | $731.07万 | 1.00% | 22,115 | 16,839 | 319.2% | $556.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $754.70万 | 1.03% | 19,198 | 2,717 | 16.5% | $106.81万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $777.94万 | 1.06% | 11,906 | -974 | -7.6% | -$63.64万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $809.08万 | 1.10% | 142,394 | 8,306 | 6.2% | $47.19万 | 加仓 |
| TFLO | ISHARES TR | $842.58万 | 1.15% | 166,683 | 25,737 | 18.3% | $130.10万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $849.54万 | 1.16% | 169,063 | 20,027 | 13.4% | $100.64万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $941.67万 | 1.28% | 223,516 | 223,516 | — | $941.67万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $974.61万 | 1.33% | 14,034 | -2,974 | -17.5% | -$206.53万 | 减仓 |
| MBB | ISHARES TR | $1,082.45万 | 1.47% | 113,393 | 113,393 | — | $1,082.45万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $1,137.85万 | 1.55% | 146,706 | -189,166 | -56.3% | -$1,467.17万 | 减仓 |
| IUSB | ISHARES TR | $1,234.31万 | 1.68% | 265,614 | 265,614 | — | $1,234.31万 | 新建仓 |
| IAU | ISHARES GOLD TR | $1,238.80万 | 1.69% | 135,863 | 8,379 | 6.6% | $76.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,253.68万 | 1.71% | 155,390 | -14,545 | -8.6% | -$117.35万 | 减仓 |
| AAPL | APPLE INC | $1,283.62万 | 1.75% | 49,593 | 7,639 | 18.2% | $197.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,309.17万 | 1.78% | 66,621 | 6,020 | 9.9% | $118.30万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,340.98万 | 1.83% | 256,943 | 26,229 | 11.4% | $136.89万 | 加仓 |
| EUSB | ISHARES TR | $1,620.92万 | 2.21% | 370,504 | 10,838 | 3.0% | $47.42万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $1,647.13万 | 2.24% | 163,601 | 1,335 | 0.8% | $13.44万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,796.75万 | 2.45% | 372,615 | 184,442 | 98.0% | $889.38万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,819.32万 | 2.48% | 370,987 | 21,472 | 6.1% | $105.30万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $1,966.86万 | 2.68% | 194,104 | 4,546 | 2.4% | $46.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,602.07万 | 4.90% | 56,428 | 19,533 | 52.9% | $1,246.89万 | 加仓 |
| MUB | ISHARES TR | $4,381.66万 | 5.96% | 409,195 | 245,278 | 149.6% | $2,626.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,820.19万 | 6.56% | 140,674 | 1,435 | 1.0% | $49.17万 | 加仓 |