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SEEDS INVESTOR LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEEDS INVESTOR LLC
报告期 2026-03-31 · CIK 0002021047
持仓数
350
前50大市值合计
$511.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 53
增持 30
减持 32
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$3.0M
3,872
+282%
增持
MSFT
MICROSOFT CORP
+$2.9M
11,741
+116%
增持
AAPL
APPLE INC
+$1.9M
14,705
+393%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
EUSB
ISHARES TR
+$1.5M
373,761
+12%
建仓
V
VISA INC
+$977.0K
3,501
建仓
BOXX
EA SERIES TRUST
+$775.7K
7,286
增持
MUB
ISHARES TR
+$743.6K
12,374
+128%
减持
ENPH
ENPHASE ENERGY INC
-$729.5K
1,667
-76%
建仓
AVGO
BROADCOM INC
+$715.5K
540
建仓
MA
MASTERCARD INCORPORATED
+$627.7K
1,303
建仓
PEP
PEPSICO INC
+$620.1K
3,543
建仓
BALL
BALL CORP
+$590.5K
8,767
减持
HPQ
HP INC
-$558.1K
7,922
-70%
增持
AMZN
AMAZON COM INC
+$526.4K
5,441
+82%
建仓
—
JOHNSON CTLS INTL PLC
+$472.3K
7,231
清仓
APD
AIR PRODS & CHEMS INC
-$466.6K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$463.9K
1,158
-35%
建仓
META
META PLATFORMS INC
+$463.7K
955
建仓
CSL
CARLISLE COS INC
+$445.9K
1,138
增持
IQSI
INDEXIQ ETF TR
+$442.1K
46,869
+37%
建仓
—
INTERPUBLIC GROUP COS INC
+$440.7K
13,506
建仓
LLY
ELI LILLY & CO
+$434.0K
558
清仓
AMT
AMERICAN TOWER CORP NEW
-$431.3K
0
-100%
增持
SUSB
ISHARES TR
+$418.7K
167,591
+11%
清仓
FSLR
FIRST SOLAR INC
-$411.7K
0
-100%
增持
LOW
LOWES COS INC
+$411.6K
3,345
+69%
清仓
ED
CONSOLIDATED EDISON INC
-$410.5K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$407.7K
6,995
-44%
增持
—
INVESTMENT MANAGERS SER TR I
+$406.0K
28,280
+49%
减持
—
TE CONNECTIVITY LTD
-$389.1K
4,159
-41%
增持
AMAT
APPLIED MATLS INC
+$386.8K
4,038
+47%
建仓
—
ASML HOLDING N V
+$380.5K
392
建仓
HAS
HASBRO INC
+$379.0K
6,706
清仓
—
HOLOGIC INC
-$378.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$376.7K
514
增持
EFIV
SPDR SER TR
+$376.0K
45,790
+9%
建仓
MHK
MOHAWK INDS INC
+$372.8K
2,848
建仓
VZ
VERIZON COMMUNICATIONS INC
+$365.5K
8,711
建仓
GOOGL
ALPHABET INC
+$354.7K
2,350
清仓
SCHW
SCHWAB CHARLES CORP
-$346.6K
0
-100%
清仓
HSIC
HENRY SCHEIN INC
-$340.5K
0
-100%
建仓
NVS
NOVARTIS AG
+$329.7K
3,408
减持
CSCO
CISCO SYS INC
-$326.6K
4,886
-57%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$324.6K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$317.5K
0
-100%
清仓
RY
ROYAL BK CDA
-$315.5K
0
-100%
建仓
WMT
WALMART INC
+$310.2K
5,155
清仓
TXN
TEXAS INSTRS INC
-$307.6K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$307.0K
1,701
增持
BIV
VANGUARD BD INDEX FDS
+$306.9K
16,184
+35%
增持
HD
HOME DEPOT INC
+$300.7K
4,001
+12%
建仓
ADBE
ADOBE INC
+$298.7K
592
建仓
PLD
PROLOGIS INC.
+$297.0K
2,281
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$296.9K
223
建仓
KMI
KINDER MORGAN INC DEL
+$294.1K
16,035
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$289.9K
3,492
-34%
建仓
SAP
SAP SE
+$285.4K
1,463
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$283.9K
5,660
清仓
MAN
MANPOWERGROUP INC WIS
-$282.8K
0
-100%
建仓
CACI
CACI INTL INC
+$281.9K
744
增持
—
LAM RESEARCH CORP
+$279.6K
1,305
+3%
增持
IQSM
INDEXIQ ETF TR
+$277.0K
26,940
+37%
增持
—
LINDE PLC
+$277.0K
1,060
+102%
增持
ORCL
ORACLE CORP
+$275.2K
4,271
+72%
清仓
YUM
YUM BRANDS INC
-$272.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$272.0K
903
建仓
FIS
FIDELITY NATL INFORMATION SV
+$265.9K
3,584
建仓
—
NVENT ELECTRIC PLC
+$265.3K
3,518
建仓
FISV
FISERV INC
+$265.0K
1,658
减持
GIS
GENERAL MLS INC
-$262.1K
6,889
-40%
清仓
DGX
QUEST DIAGNOSTICS INC
-$260.0K
0
-100%
建仓
PRI
PRIMERICA INC
+$259.0K
1,024
建仓
IR
INGERSOLL RAND INC
+$256.8K
2,704
建仓
WDS
WOODSIDE ENERGY GROUP LTD
+$248.8K
12,459
清仓
LPLA
LPL FINL HLDGS INC
-$248.2K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$247.7K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$246.2K
2,852
建仓
URI
UNITED RENTALS INC
+$244.5K
339
清仓
WD
WALKER & DUNLOP INC
-$244.4K
0
-100%
减持
GLW
CORNING INC
-$244.1K
7,722
-53%
清仓
CMS
CMS ENERGY CORP
-$242.3K
0
-100%
建仓
KB
KB FINL GROUP INC
+$240.2K
4,613
减持
NUBD
NUSHARES ETF TR
-$239.5K
14,080
-43%
建仓
ISTB
ISHARES TR
+$238.8K
5,034
清仓
AVTR
AVANTOR INC
-$238.3K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$234.9K
682
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$233.2K
1,691
建仓
MEDP
MEDPACE HLDGS INC
+$233.2K
577
建仓
—
EXXON MOBIL CORP
+$230.4K
1,982
建仓
NKE
NIKE INC
+$230.3K
2,451
清仓
OMF
ONEMAIN HLDGS INC
-$229.8K
0
-100%
清仓
TSLA
TESLA INC
-$229.3K
0
-100%
清仓
—
PINNACLE FINL PARTNERS INC
-$229.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$226.7K
2,362
+14%
建仓
RS
RELIANCE INC
+$224.0K
670
清仓
WBS
WEBSTER FINL CORP
-$221.6K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$221.4K
1,490
清仓
SHOO
MADDEN STEVEN LTD
-$218.6K
0
-100%
建仓
FCN
FTI CONSULTING INC
+$217.9K
1,036
建仓
MRK
MERCK & CO INC
+$216.2K
1,639
清仓
EXEL
EXELIXIS INC
-$215.0K
0
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$214.7K
676
建仓
NWSA
NEWS CORP NEW
+$212.4K
8,114
建仓
XPO
XPO INC
+$212.2K
1,739
增持
WY
WEYERHAEUSER CO MTN BE
+$212.1K
13,094
+76%
清仓
—
THOMSON REUTERS CORP.
-$207.8K
0
-100%
建仓
—
APTIV PLC
+$207.3K
2,603
清仓
OSK
OSHKOSH CORP
-$207.0K
0
-100%
建仓
EIX
EDISON INTL
+$205.3K
2,903
清仓
ENS
ENERSYS
-$201.0K
0
-100%
减持
MORN
MORNINGSTAR INC
-$198.5K
2,416
-27%
建仓
LPL
LG DISPLAY CO LTD
+$193.8K
47,280
减持
KR
KROGER CO
-$185.6K
5,743
-49%
清仓
—
LIVENT CORP
-$182.1K
0
-100%
清仓
TGNA
TEGNA INC
-$180.4K
0
-100%
减持
TRMB
TRIMBLE INC
-$178.3K
6,174
-43%
减持
DIS
DISNEY WALT CO
+$177.9K
7,286
-8%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$168.5K
1,591
-34%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$160.7K
2,516
-36%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$160.6K
0
-100%
增持
KO
COCA COLA CO
+$145.8K
5,808
+63%
减持
MSI
MOTOROLA SOLUTIONS INC
-$144.3K
1,167
-35%
减持
CI
THE CIGNA GROUP
+$141.9K
2,738
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$140.7K
1,761
+6%
减持
JBL
JABIL INC
-$129.5K
5,584
-19%
增持
ELV
ELEVANCE HEALTH INC
+$129.2K
1,898
+5%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$127.6K
615
-29%
清仓
NOK
NOKIA CORP
-$124.6K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$123.8K
7,821
-26%
减持
ES
EVERSOURCE ENERGY
-$123.5K
5,378
-25%
减持
TSCO
TRACTOR SUPPLY CO
-$123.0K
1,432
-38%
增持
A
AGILENT TECHNOLOGIES INC
+$122.4K
3,185
+30%
清仓
NWG
NATWEST GROUP PLC
-$122.2K
0
-100%
减持
AMGN
AMGEN INC
-$121.7K
760
-35%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$114.4K
3,797
-25%
增持
DHR
DANAHER CORPORATION
+$113.2K
3,678
+6%
增持
SYY
SYSCO CORP
+$113.1K
9,216
+6%
增持
PG
PROCTER AND GAMBLE CO
+$110.4K
2,196
+31%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$109.7K
11,741
-58%
清仓
MCHB
HOMESTREET INC
-$105.3K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$101.0K
14,240
+18%
减持
—
TRANE TECHNOLOGIES PLC
+$100.6K
3,963
-11%
减持
—
EATON CORP PLC
+$99.4K
3,703
-16%
减持
—
ARISTA NETWORKS INC
-$94.8K
2,605
-28%
减持
JPM
JPMORGAN CHASE & CO
+$91.2K
3,428
-2%
清仓
BDN
BRANDYWINE RLTY TR
-$87.2K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$86.4K
2,677
+12%
增持
ESML
ISHARES TR
+$86.0K
7,111
+35%
减持
PNC
PNC FINL SVCS GROUP INC
-$83.7K
1,383
-30%
减持
PRU
PRUDENTIAL FINL INC
-$83.3K
2,462
-31%
