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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -588 | -100.0% | -$47.56万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -2,988 | -100.0% | -$32.66万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -748 | -100.0% | -$28.41万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -392 | -100.0% | -$26.00万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,902 | -100.0% | -$25.88万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,699 | -100.0% | -$25.73万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -5,611 | -100.0% | -$24.99万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,173 | -100.0% | -$23.58万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LXP INDUSTRIAL TRUST | $0 | 0.00% | 0 | -4,720 | -100.0% | -$23.40万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -3,451 | -100.0% | -$22.94万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -3,316 | -100.0% | -$22.93万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -860 | -100.0% | -$22.30万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -872 | -100.0% | -$21.47万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -3,426 | -100.0% | -$21.23万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,109 | -100.0% | -$21.06万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPL | LG DISPLAY CO LTD | $4.64万 | 0.01% | 10,170 | 10,170 | — | $4.64万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $10.02万 | 0.01% | 11,777 | -2,249 | -16.0% | -$1.91万 | 减仓 |
| ICL | ICL GROUP LTD | $10.81万 | 0.01% | 20,312 | 20,312 | — | $10.81万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $11.98万 | 0.02% | 13,790 | -460 | -3.2% | -$3,997 | 减仓 |
| SB | SAFE BULKERS INC | $12.41万 | 0.02% | 19,146 | 6,701 | 53.8% | $4.34万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $16.01万 | 0.02% | 13,196 | -1,434 | -9.8% | -$1.74万 | 减仓 |
| HLN | HALEON PLC | $16.40万 | 0.02% | 16,909 | -4,033 | -19.3% | -$3.91万 | 减仓 |
| OGS | ONE GAS INC | $20.04万 | 0.03% | 2,253 | 2,253 | — | $20.04万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $20.15万 | 0.03% | 7,160 | 7,160 | — | $20.15万 | 新建仓 |
| RBC | RBC BEARINGS INC | $20.16万 | 0.03% | 337 | 337 | — | $20.16万 | 新建仓 |
| BWA | BORGWARNER INC | $20.19万 | 0.03% | 3,761 | -1,325 | -26.1% | -$7.11万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $20.29万 | 0.03% | 2,692 | 2,692 | — | $20.29万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $20.32万 | 0.03% | 3,423 | 3,423 | — | $20.32万 | 新建仓 |
| EWJ | ISHARES INC | $20.35万 | 0.03% | 2,276 | 2,276 | — | $20.35万 | 新建仓 |
| FN | FABRINET | $20.38万 | 0.03% | 299 | 299 | — | $20.38万 | 新建仓 |
| XVV | ISHARES TR | $20.39万 | 0.03% | 3,856 | 3,856 | — | $20.39万 | 新建仓 |
| — | HONEYWELL INTL INC | $20.43万 | 0.03% | 876 | 876 | — | $20.43万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $20.45万 | 0.03% | 1,946 | -427 | -18.0% | -$4.49万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $20.53万 | 0.03% | 5,227 | -371 | -6.6% | -$1.46万 | 重新持有 |
| ADBE | ADOBE INC | $20.67万 | 0.03% | 877 | 260 | 42.1% | $6.13万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $20.75万 | 0.03% | 5,491 | 5,491 | — | $20.75万 | 新建仓 |
| SGOV | ISHARES TR | $20.81万 | 0.03% | 2,070 | -4,287 | -67.4% | -$43.09万 | 减仓 |
| ALLY | ALLY FINL INC | $21.02万 | 0.03% | 4,938 | 62 | 1.3% | $2,640 | 加仓 |
| BA | BOEING CO | $21.20万 | 0.03% | 948 | -150 | -13.7% | -$3.35万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $21.30万 | 0.03% | 4,712 | 4,712 | — | $21.30万 | 新建仓 |
| SANM | SANMINA CORP | $21.32万 | 0.03% | 1,380 | -199 | -12.6% | -$3.07万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.63万 | 0.03% | 1,594 | 76 | 5.0% | $1.03万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $21.66万 | 0.03% | 1,357 | 136 | 11.1% | $2.17万 | 加仓 |
| CI | THE CIGNA GROUP | $21.90万 | 0.03% | 803 | -467 | -36.8% | -$12.73万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $22.79万 | 0.03% | 3,321 | -24,251 | -88.0% | -$166.43万 | 减仓 |
| ECL | ECOLAB INC | $22.82万 | 0.03% | 835 | -50 | -5.6% | -$1.37万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $22.86万 | 0.03% | 6,541 | 6,541 | — | $22.86万 | 新建仓 |
| PLXS | PLEXUS CORP | $22.86万 | 0.03% | 1,003 | 1,003 | — | $22.86万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.93万 | 0.03% | 1,415 | -334 | -19.1% | -$5.41万 | 重新持有 |
| EME | EMCOR GROUP INC | $23.13万 | 0.03% | 284 | -37 | -11.5% | -$3.01万 | 重新持有 |
| RL | RALPH LAUREN CORP | $23.63万 | 0.03% | 634 | -89 | -12.3% | -$3.32万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $23.73万 | 0.03% | 3,231 | 3,231 | — | $23.73万 | 新建仓 |
| EMGF | ISHARES INC | $23.78万 | 0.03% | 3,589 | 3,589 | — | $23.78万 | 新建仓 |
| WMB | WILLIAMS COS INC | $23.98万 | 0.03% | 3,357 | 94 | 2.9% | $6,716 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $24.13万 | 0.03% | 5,031 | 910 | 22.1% | $4.37万 | 加仓 |
| IBDR | ISHARES TR | $24.21万 | 0.03% | 10,003 | 10,003 | — | $24.21万 | 新建仓 |
| IBDS | ISHARES TR | $24.40万 | 0.03% | 10,073 | 10,073 | — | $24.40万 | 新建仓 |
| IBDT | ISHARES TR | $24.51万 | 0.03% | 9,679 | 9,679 | — | $24.51万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $24.54万 | 0.03% | 4,973 | -38 | -0.8% | -$1,875 | 减仓 |
| IBDU | ISHARES TR | $24.67万 | 0.03% | 10,589 | 10,589 | — | $24.67万 | 新建仓 |
| — | PROSHARES TR | $24.82万 | 0.03% | 8,389 | 8,389 | — | $24.82万 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST | $25.14万 | 0.03% | 5,013 | 5,013 | — | $25.14万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.38万 | 0.03% | 4,388 | 4,388 | — | $25.38万 | 新建仓 |
| ILMN | ILLUMINA INC | $25.69万 | 0.03% | 1,971 | -561 | -22.2% | -$7.31万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $25.71万 | 0.03% | 8,180 | 8,180 | — | $25.71万 | 新建仓 |
| SCI | SERVICE CORP INTL | $25.96万 | 0.04% | 3,162 | 201 | 6.8% | $1.65万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $26.02万 | 0.04% | 350 | 350 | — | $26.02万 | 新建仓 |
| SAP | SAP SE | $26.09万 | 0.04% | 1,555 | -289 | -15.7% | -$4.85万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.25万 | 0.04% | 1,346 | -931 | -40.9% | -$18.16万 | 减仓 |
| CME | CME GROUP INC | $26.28万 | 0.04% | 885 | -20 | -2.2% | -$5,938 | 减仓 |
| — | ONCOLYTICS BIOTECH INC | $26.35万 | 0.04% | 258,306 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $26.40万 | 0.04% | 2,560 | 2,560 | — | $26.40万 | 新建仓 |
| ITOT | ISHARES TR | $26.47万 | 0.04% | 1,740 | 1,740 | — | $26.47万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $27.03万 | 0.04% | 1,420 | -220 | -13.4% | -$4.19万 | 减仓 |
| COP | CONOCOPHILLIPS | $27.04万 | 0.04% | 2,276 | 2,276 | — | $27.04万 | 新建仓 |
| WWD | WOODWARD INC | $27.28万 | 0.04% | 676 | 676 | — | $27.28万 | 新建仓 |
| IDXX | IDEXX LABS INC | $27.57万 | 0.04% | 472 | 472 | — | $27.57万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.72万 | 0.04% | 1,810 | 1,810 | — | $27.72万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $27.78万 | 0.04% | 920 | 920 | — | $27.78万 | 新建仓 |
| APH | AMPHENOL CORP | $27.93万 | 0.04% | 1,878 | -11 | -0.6% | -$1,636 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.59万 | 0.04% | 6,297 | -3 | -0.0% | -$136 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $29.02万 | 0.04% | 12,954 | 700 | 5.7% | $1.57万 | 加仓 |
| SONY | SONY GROUP CORP | $29.23万 | 0.04% | 13,950 | -2,387 | -14.6% | -$5.00万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $29.25万 | 0.04% | 758 | 758 | — | $29.25万 | 新建仓 |
| UL | UNILEVER PLC | $29.60万 | 0.04% | 5,120 | -217 | -4.1% | -$1.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $29.69万 | 0.04% | 908 | 151 | 19.9% | $4.94万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $29.94万 | 0.04% | 5,686 | -4 | -0.1% | -$211 | 减仓 |
| CCK | CROWN HLDGS INC | $30.37万 | 0.04% | 2,834 | -69 | -2.4% | -$7,394 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $30.76万 | 0.04% | 11,448 | 11,448 | — | $30.76万 | 新建仓 |
| CRM | SALESFORCE INC | $30.87万 | 0.04% | 1,802 | 266 | 17.3% | $4.56万 | 加仓 |
| COWG | PACER FDS TR | $30.88万 | 0.04% | 8,773 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $30.92万 | 0.04% | 2,383 | 481 | 25.3% | $6.24万 | 加仓 |
| DHR | DANAHER CORP DEL | $30.94万 | 0.04% | 1,558 | -1,174 | -43.0% | -$23.31万 | 减仓 |