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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -223,516 | -100.0% | -$941.67万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -46,714 | -100.0% | -$233.80万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -48,590 | -100.0% | -$132.99万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -9,735 | -100.0% | -$117.92万 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,791 | -100.0% | -$48.72万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -4,853 | -100.0% | -$45.46万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,945 | -100.0% | -$42.81万 | 清仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -8,911 | -100.0% | -$42.20万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,492 | -100.0% | -$38.73万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -3,916 | -100.0% | -$34.26万 | 清仓 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -4,950 | -100.0% | -$33.51万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,478 | -100.0% | -$31.27万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -8,773 | -100.0% | -$30.88万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,420 | -100.0% | -$27.03万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -1,740 | -100.0% | -$26.47万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -258,306 | -100.0% | -$26.35万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -3,162 | -100.0% | -$25.96万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,031 | -100.0% | -$24.13万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,415 | -100.0% | -$22.93万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -835 | -100.0% | -$22.82万 | 清仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,321 | -100.0% | -$22.79万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,070 | -100.0% | -$20.81万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,227 | -100.0% | -$20.53万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -1,946 | -100.0% | -$20.45万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -876 | -100.0% | -$20.43万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -299 | -100.0% | -$20.38万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -2,276 | -100.0% | -$20.35万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,423 | -100.0% | -$20.32万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -2,692 | -100.0% | -$20.29万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -3,761 | -100.0% | -$20.19万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,160 | -100.0% | -$20.15万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$20.04万 | 清仓 |
| LPL | LG DISPLAY CO LTD | $0 | 0.00% | 0 | -10,170 | -100.0% | -$4.64万 | 清仓 |
| NMR | NOMURA HLDGS INC | $10.40万 | 0.01% | 11,849 | 72 | 0.6% | $632 | 加仓 |
| ICL | ICL GROUP LTD | $10.83万 | 0.01% | 21,754 | 1,442 | 7.1% | $7,181 | 加仓 |
| SB | SAFE BULKERS INC | $12.72万 | 0.01% | 20,159 | 1,013 | 5.3% | $6,392 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $12.78万 | 0.01% | 10,563 | 10,563 | — | $12.78万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $14.17万 | 0.01% | 14,788 | 998 | 7.2% | $9,561 | 加仓 |
| HLN | HALEON PLC | $14.54万 | 0.01% | 15,583 | -1,326 | -7.8% | -$1.24万 | 减仓 |
| IQSU | NEW YORK LIFE INVESTMENTS ET | $20.30万 | 0.02% | 3,243 | 3,243 | — | $20.30万 | 新建仓 |
| MS | MORGAN STANLEY | $20.60万 | 0.02% | 986 | -191 | -16.2% | -$3.99万 | 重新持有 |
| AVY | AVERY DENNISON CORP | $20.75万 | 0.02% | 1,278 | 1,278 | — | $20.75万 | 新建仓 |
| — | PROSHARES TR | $21.02万 | 0.02% | 8,389 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $21.14万 | 0.02% | 1,268 | -89 | -6.6% | -$1.48万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $21.23万 | 0.02% | 344 | 344 | — | $21.23万 | 新建仓 |
| CME | CME GROUP INC | $21.30万 | 0.02% | 964 | 79 | 8.9% | $1.75万 | 加仓 |
| QUAL | ISHARES TR | $21.31万 | 0.02% | 971 | -1,225 | -55.8% | -$26.88万 | 减仓 |
| CB | CHUBB LIMITED | $21.34万 | 0.02% | 626 | 626 | — | $21.34万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $21.34万 | 0.02% | 2,457 | 2,457 | — | $21.34万 | 新建仓 |
| ALV | AUTOLIV INC | $21.53万 | 0.02% | 1,853 | 15 | 0.8% | $1,742 | 重新持有 |
| AYI | ACUITY INC | $21.56万 | 0.02% | 573 | -80 | -12.3% | -$3.01万 | 重新持有 |
| RBC | RBC BEARINGS INC | $21.64万 | 0.02% | 336 | -1 | -0.3% | -$644 | 减仓 |
| SLQD | ISHARES TR | $21.67万 | 0.02% | 4,303 | -12,294 | -74.1% | -$61.92万 | 减仓 |
| WWD | WOODWARD INC | $21.76万 | 0.02% | 511 | -165 | -24.4% | -$7.03万 | 减仓 |
| ADBE | ADOBE INC | $21.83万 | 0.02% | 1,065 | 188 | 21.4% | $3.85万 | 加仓 |
| EME | EMCOR GROUP INC | $21.91万 | 0.02% | 264 | -20 | -7.0% | -$1.66万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $22.30万 | 0.02% | 5,081 | -1,662 | -24.6% | -$7.29万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $22.50万 | 0.02% | 11,262 | 11,262 | — | $22.50万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $22.51万 | 0.02% | 2,702 | 2,702 | — | $22.51万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.52万 | 0.02% | 817 | 14 | 1.7% | $3,860 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.55万 | 0.02% | 2,486 | -693 | -21.8% | -$6.29万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $22.92万 | 0.02% | 615 | -143 | -18.9% | -$5.33万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $23.10万 | 0.02% | 859 | -650 | -43.1% | -$17.48万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.21万 | 0.02% | 1,989 | 395 | 24.8% | $4.61万 | 加仓 |
| EXEL | EXELIXIS INC | $23.54万 | 0.02% | 4,326 | 4,326 | — | $23.54万 | 新建仓 |
| CRM | SALESFORCE INC | $23.61万 | 0.02% | 1,507 | -295 | -16.4% | -$4.62万 | 减仓 |
| DHR | DANAHER CORP DEL | $23.84万 | 0.02% | 1,251 | -307 | -19.7% | -$5.85万 | 减仓 |
| SOXX | ISHARES TR | $23.87万 | 0.02% | 373 | 373 | — | $23.87万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $23.92万 | 0.02% | 7,528 | 987 | 15.1% | $3.14万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $23.96万 | 0.02% | 6,431 | 940 | 17.1% | $3.50万 | 加仓 |
| ALLY | ALLY FINL INC | $24.01万 | 0.02% | 5,226 | 288 | 5.8% | $1.32万 | 加仓 |
| SAP | SAP SE | $24.01万 | 0.02% | 1,558 | 3 | 0.2% | $462 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $24.04万 | 0.02% | 2,219 | 2,219 | — | $24.04万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.07万 | 0.02% | 7,112 | -3,274 | -31.5% | -$11.08万 | 减仓 |
| UBS | UBS GROUP AG | $24.16万 | 0.02% | 4,875 | 4,875 | — | $24.16万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $24.28万 | 0.02% | 765 | 765 | — | $24.28万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $24.48万 | 0.03% | 4,845 | -128 | -2.6% | -$6,468 | 减仓 |
| — | ONCOLYTICS BIOTECH INC | $24.54万 | 0.03% | 258,306 | 258,306 | — | $24.54万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.62万 | 0.03% | 619 | -75 | -10.8% | -$2.98万 | 减仓 |
| IDXX | IDEXX LABS INC | $24.74万 | 0.03% | 470 | -2 | -0.4% | -$1,053 | 减仓 |
| EMGF | ISHARES INC | $24.75万 | 0.03% | 3,378 | -211 | -5.9% | -$1.55万 | 减仓 |
| WMB | WILLIAMS COS INC | $24.78万 | 0.03% | 3,333 | -24 | -0.7% | -$1,784 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.91万 | 0.03% | 4,411 | 23 | 0.5% | $1,299 | 加仓 |
| COR | CENCORA INC | $24.92万 | 0.03% | 880 | -230 | -20.7% | -$6.51万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.04万 | 0.03% | 2,409 | 133 | 5.8% | $1.38万 | 加仓 |
| RL | RALPH LAUREN CORP | $25.39万 | 0.03% | 632 | -2 | -0.3% | -$803 | 减仓 |
| XVV | ISHARES TR | $25.65万 | 0.03% | 4,517 | 661 | 17.1% | $3.75万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $25.68万 | 0.03% | 5,098 | 386 | 8.2% | $1.94万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $25.99万 | 0.03% | 7,102 | 7,102 | — | $25.99万 | 新建仓 |
| SHEL | SHELL PLC | $26.01万 | 0.03% | 3,354 | -159 | -4.5% | -$1.23万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $26.24万 | 0.03% | 3,238 | 7 | 0.2% | $567 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $26.28万 | 0.03% | 2,445 | 2,445 | — | $26.28万 | 新建仓 |
| IBDR | ISHARES TR | $26.35万 | 0.03% | 10,876 | 873 | 8.7% | $2.12万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $26.48万 | 0.03% | 349 | -1 | -0.3% | -$759 | 减仓 |
| IBDS | ISHARES TR | $26.50万 | 0.03% | 10,942 | 869 | 8.6% | $2.10万 | 加仓 |
| IBDT | ISHARES TR | $26.52万 | 0.03% | 10,502 | 823 | 8.5% | $2.08万 | 加仓 |
| IBDU | ISHARES TR | $26.58万 | 0.03% | 11,476 | 887 | 8.4% | $2.05万 | 加仓 |
| AON | AON PLC | $26.69万 | 0.03% | 805 | 186 | 30.0% | $6.17万 | 重新持有 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $26.95万 | 0.03% | 3,437 | -353 | -9.3% | -$2.77万 | 减仓 |
| OC | OWENS CORNING NEW | $27.08万 | 0.03% | 1,703 | 1,703 | — | $27.08万 | 新建仓 |