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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $167.34万 | 0.17% | 19,042 | 6,644 | 53.6% | $58.39万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $170.36万 | 0.18% | 19,098 | 15,565 | 440.6% | $138.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $171.58万 | 0.18% | 32,307 | 32,307 | — | $171.58万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $178.40万 | 0.18% | 9,631 | 9,631 | — | $178.40万 | 新建仓 |
| IQSM | NEW YORK LIFE INVESTMENTS ET | $184.36万 | 0.19% | 46,325 | -6,740 | -12.7% | -$26.82万 | 减仓 |
| GLD | SPDR GOLD TR | $190.62万 | 0.20% | 5,174 | 459 | 9.7% | $16.91万 | 加仓 |
| TSLA | TESLA INC | $198.02万 | 0.20% | 4,708 | 743 | 18.7% | $31.25万 | 加仓 |
| — | EA SERIES TRUST | $206.86万 | 0.21% | 62,295 | 14,391 | 30.0% | $47.79万 | 加仓 |
| JBL | JABIL INC | $207.91万 | 0.21% | 5,394 | 53 | 1.0% | $2.04万 | 加仓 |
| AOM | ISHARES TR | $209.03万 | 0.21% | 41,898 | -28,930 | -40.8% | -$144.33万 | 减仓 |
| — | ISHARES TR | $209.82万 | 0.22% | 44,914 | 372 | 0.8% | $1.74万 | 加仓 |
| IGIB | ISHARES TR | $210.02万 | 0.22% | 39,499 | 19,624 | 98.7% | $104.34万 | 加仓 |
| STIP | ISHARES TR | $211.64万 | 0.22% | 20,717 | 9,633 | 86.9% | $98.41万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $215.11万 | 0.22% | 13,558 | 13,558 | — | $215.11万 | 新建仓 |
| EFA | ISHARES TR | $216.19万 | 0.22% | 20,812 | 1,057 | 5.4% | $10.98万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $219.28万 | 0.23% | 21,279 | 1,980 | 10.3% | $20.40万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $226.31万 | 0.23% | 56,255 | 208 | 0.4% | $8,368 | 加仓 |
| ASML | ASML HLDG NV | $228.00万 | 0.23% | 1,146 | -25 | -2.1% | -$4.97万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $228.81万 | 0.24% | 51,967 | 51,967 | — | $228.81万 | 新建仓 |
| V | VISA INC | $231.56万 | 0.24% | 6,749 | 1,810 | 36.6% | $62.10万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $234.79万 | 0.24% | 81,072 | -74,263 | -47.8% | -$215.07万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $242.66万 | 0.25% | 33,274 | 1,891 | 6.0% | $13.79万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $242.95万 | 0.25% | 91,679 | -4,921 | -5.1% | -$13.04万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $244.66万 | 0.25% | 19,611 | 2,567 | 15.1% | $32.03万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $255.41万 | 0.26% | 10,511 | -77 | -0.7% | -$1.87万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $259.26万 | 0.27% | 28,819 | 5,615 | 24.2% | $50.51万 | 加仓 |
| ESML | ISHARES TR | $262.33万 | 0.27% | 46,902 | 7,105 | 17.9% | $39.74万 | 加仓 |
| XJH | ISHARES TR | $266.05万 | 0.27% | 51,016 | 14,972 | 41.5% | $78.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $267.06万 | 0.27% | 8,159 | 1,002 | 14.0% | $32.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $275.51万 | 0.28% | 47,339 | 27,711 | 141.2% | $161.28万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $278.34万 | 0.29% | 7,850 | 7,850 | — | $278.34万 | 新建仓 |
| IJR | ISHARES TR | $298.39万 | 0.31% | 20,119 | 1,733 | 9.4% | $25.70万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $300.65万 | 0.31% | 38,042 | 16,362 | 75.5% | $129.31万 | 加仓 |
| LLY | ELI LILLY & CO | $301.63万 | 0.31% | 2,515 | 553 | 28.2% | $66.32万 | 加仓 |
| TER | TERADYNE INC | $306.80万 | 0.32% | 6,341 | 6,341 | — | $306.80万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $314.70万 | 0.32% | 69,763 | 69,763 | — | $314.70万 | 新建仓 |
| EMXC | ISHARES INC | $330.68万 | 0.34% | 32,325 | 15,367 | 90.6% | $157.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $339.46万 | 0.35% | 7,108 | -120 | -1.7% | -$5.73万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $342.00万 | 0.35% | 7,927 | 7,927 | — | $342.00万 | 新建仓 |
| IUSG | ISHARES TR | $352.31万 | 0.36% | 18,731 | 3,144 | 20.2% | $59.14万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $355.68万 | 0.37% | 11,940 | 11,940 | — | $355.68万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $365.65万 | 0.38% | 155,994 | 14,455 | 10.2% | $33.88万 | 加仓 |
| COHR | COHERENT CORP | $368.61万 | 0.38% | 9,344 | 6,290 | 206.0% | $248.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $368.72万 | 0.38% | 51,751 | -14,878 | -22.3% | -$106.01万 | 减仓 |
| SGOL | ETFS GOLD TR | $369.61万 | 0.38% | 96,681 | 1,444 | 1.5% | $5.52万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $371.31万 | 0.38% | 64,386 | -17,290 | -21.2% | -$99.71万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $372.29万 | 0.38% | 17,497 | 11,080 | 172.7% | $235.75万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $377.10万 | 0.39% | 41,344 | 19,115 | 86.0% | $174.35万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $380.64万 | 0.39% | 4,436 | 3,274 | 281.8% | $280.93万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $385.18万 | 0.40% | 45,308 | 12,776 | 39.3% | $108.61万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $387.91万 | 0.40% | 11,375 | 11,375 | — | $387.91万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $398.70万 | 0.41% | 165,782 | 15,942 | 10.6% | $38.34万 | 加仓 |
| FIX | COMFORT SYS USA INC | $407.39万 | 0.42% | 2,055 | 1,809 | 735.4% | $358.62万 | 加仓 |
| CAOS | EA SERIES TRUST | $426.48万 | 0.44% | 47,198 | 12,485 | 36.0% | $112.81万 | 加仓 |
| GLW | CORNING INC | $432.08万 | 0.44% | 16,916 | 13,109 | 344.3% | $334.84万 | 加仓 |
| CIEN | CIENA CORP | $434.36万 | 0.45% | 8,854 | 5,603 | 172.3% | $274.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $437.84万 | 0.45% | 20,091 | -531 | -2.6% | -$11.57万 | 减仓 |
| SUSB | ISHARES TR | $441.13万 | 0.45% | 176,522 | 2,557 | 1.5% | $6.39万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $449.88万 | 0.46% | 4,662 | 4,662 | — | $449.88万 | 新建仓 |
| AVGO | BROADCOM INC | $455.50万 | 0.47% | 12,058 | -462 | -3.7% | -$17.45万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $455.74万 | 0.47% | 28,212 | 26,111 | 1,242.8% | $421.80万 | 重新持有 |
| KLAC | KLA CORP | $471.03万 | 0.48% | 15,612 | 10,842 | 227.3% | $327.11万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $474.34万 | 0.49% | 93,682 | 2,570 | 2.8% | $13.01万 | 加仓 |
| IVV | ISHARES TR | $484.55万 | 0.50% | 6,470 | 3,420 | 112.1% | $256.13万 | 加仓 |
| INTC | INTEL CORP | $490.04万 | 0.50% | 35,096 | 35,096 | — | $490.04万 | 新建仓 |
| LMUB | ISHARES TR | $494.86万 | 0.51% | 96,615 | 5,297 | 5.8% | $27.13万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $522.86万 | 0.54% | 93,002 | 15,317 | 19.7% | $86.11万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $523.17万 | 0.54% | 70,890 | 14,098 | 24.8% | $104.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $533.31万 | 0.55% | 9,181 | 6,365 | 226.0% | $369.73万 | 加仓 |
| GOOGL | ALPHABET INC | $533.49万 | 0.55% | 14,928 | 1,543 | 11.5% | $55.14万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $534.15万 | 0.55% | 77,492 | 11,754 | 17.9% | $81.02万 | 加仓 |
| GOVT | ISHARES TR | $547.75万 | 0.56% | 240,454 | -5,113 | -2.1% | -$11.65万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $580.45万 | 0.60% | 209,550 | 28,165 | 15.5% | $78.02万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $590.85万 | 0.61% | 251,214 | 13,965 | 5.9% | $32.85万 | 加仓 |
| ISTB | ISHARES TR | $597.58万 | 0.61% | 123,851 | 10,120 | 8.9% | $48.83万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $599.09万 | 0.62% | 89,098 | 16,036 | 21.9% | $107.83万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $622.73万 | 0.64% | 9,750 | 7,423 | 319.0% | $474.11万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $625.93万 | 0.64% | 120,883 | 16,969 | 16.3% | $87.87万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $648.27万 | 0.67% | 14,960 | 8,495 | 131.4% | $368.12万 | 加仓 |
| BGRN | ISHARES TR | $667.84万 | 0.69% | 140,678 | 850 | 0.6% | $4.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $678.03万 | 0.70% | 5,874 | 3,995 | 212.6% | $461.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $684.06万 | 0.70% | 9,461 | 5,591 | 144.5% | $404.25万 | 加仓 |
| TFI | SPDR SERIES TRUST | $685.78万 | 0.70% | 149,733 | -242 | -0.2% | -$1.11万 | 减仓 |
| AMZN | AMAZON COM INC | $700.98万 | 0.72% | 29,411 | 6,945 | 30.9% | $165.53万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $715.44万 | 0.74% | 78,802 | 53,831 | 215.6% | $488.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $745.07万 | 0.77% | 19,974 | 776 | 4.0% | $28.95万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $778.94万 | 0.80% | 11,075 | -831 | -7.0% | -$58.45万 | 减仓 |
| GOOG | ALPHABET INC | $826.17万 | 0.85% | 23,383 | 1,268 | 5.7% | $44.80万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $894.57万 | 0.92% | 177,353 | 8,290 | 4.9% | $41.81万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $970.73万 | 1.00% | 112,693 | 24,409 | 27.6% | $210.26万 | 加仓 |
| TFLO | ISHARES TR | $1,006.39万 | 1.03% | 198,773 | 32,090 | 19.3% | $162.47万 | 加仓 |
| IJH | ISHARES TR | $1,006.79万 | 1.03% | 130,566 | 48,610 | 59.3% | $374.83万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,041.08万 | 1.07% | 135,734 | -10,972 | -7.5% | -$84.16万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $1,058.06万 | 1.09% | 173,168 | 30,774 | 21.6% | $188.03万 | 加仓 |
| SNDK | SANDISK CORP | $1,075.63万 | 1.11% | 4,731 | 4,347 | 1,132.0% | $988.32万 | 加仓 |
| MBB | ISHARES TR | $1,114.68万 | 1.15% | 117,931 | 4,538 | 4.0% | $42.89万 | 加仓 |
| IUSB | ISHARES TR | $1,120.19万 | 1.15% | 242,729 | -22,885 | -8.6% | -$105.61万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,229.73万 | 1.26% | 162,857 | 26,994 | 19.9% | $203.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,297.21万 | 1.33% | 154,891 | -499 | -0.3% | -$4.18万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,346.31万 | 1.38% | 258,358 | 1,415 | 0.6% | $7.37万 | 加仓 |