S.E.E.D. Planning Group LLC 13F 持仓 · 2026年Q3
S.E.E.D. Planning Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 4.08 亿美元。前几大持仓：AAPL（4.96%）、AMZN（4.42%）、META（4.30%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $20.3M | 4.96% | 60,834 | 增持 |
| 2 | AMZN | AMAZON COM INC | $18.0M | 4.42% | 72,399 | 增持 |
| 3 | META | META PLATFORMS INC | $17.5M | 4.30% | 24,200 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $17.5M | 4.29% | 34,125 | 增持 |
| 5 | GOOGL | ALPHABET INC | $16.4M | 4.02% | 47,702 | 增持 |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $15.7M | 3.84% | 23,215 | 减持 |
| 7 | VLO | VALERO ENERGY CORP | $14.3M | 3.50% | 36,862 | 减持 |
| 8 | LIN | LINDE PLC | $13.7M | 3.36% | 28,905 | 增持 |
| 9 | ISRG | INTUITIVE SURGICAL INC | $13.7M | 3.35% | 33,613 | 增持 |
| 10 | SHW | SHERWIN WILLIAMS CO | $13.5M | 3.31% | 41,789 | 减持 |
| 11 | CBRE | CBRE GROUP INC | $13.3M | 3.25% | 103,393 | 减持 |
| 12 | NEE | NEXTERA ENERGY INC | $13.2M | 3.22% | 173,654 | 增持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $12.0M | 2.94% | 13,191 | 增持 |
| 14 | ROL | ROLLINS INC | $11.5M | 2.83% | 383,037 | 增持 |
| 15 | ADP | AUTOMATIC DATA PROCESSING IN | $11.1M | 2.71% | 42,950 | 减持 |
| 16 | PYLD | PIMCO ETF TR | $10.5M | 2.56% | 412,269 | 减持 |
| 17 | ASML | ASML HLDG NV | $9.9M | 2.43% | 5,481 | 新建仓 |
| 18 | USB | US BANCORP | $9.8M | 2.40% | 169,740 | 减持 |
| 19 | CSGP | COSTAR GROUP INC | $8.7M | 2.14% | 318,719 | 增持 |
| 20 | ENB | ENBRIDGE INC | $8.6M | 2.11% | 185,386 | 减持 |
| 21 | LMT | LOCKHEED MARTIN CORP | $8.3M | 2.02% | 16,233 | 减持 |
| 22 | LOW | LOWES COS INC | $7.6M | 1.87% | 41,508 | 增持 |
| 23 | MA | MASTERCARD INCORPORATED | $7.4M | 1.81% | 13,401 | 增持 |
| 24 | LNG | CHENIERE ENERGY INC | $5.1M | 1.26% | 19,139 | 增持 |
| 25 | V | VISA INC | $4.8M | 1.18% | 13,374 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR