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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 63
增持 59
减持 12
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
VTI
VANGUARD INDEX FDS
+$26.9M
100,702
增持
MUB
ISHARES TR
+$7.1M
78,770
+537%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$6.5M
110,940
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
BIV
VANGUARD BD INDEX FDS
+$5.4M
88,453
+447%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
8,663
+1170%
建仓
VTV
VANGUARD INDEX FDS
+$2.4M
15,048
增持
NVDA
NVIDIA CORPORATION
+$1.8M
43,187
+1015%
建仓
VBR
VANGUARD INDEX FDS
+$1.7M
9,255
增持
AAPL
APPLE INC
+$1.5M
18,997
+29%
建仓
VOE
VANGUARD INDEX FDS
+$1.3M
8,359
增持
MSFT
MICROSOFT CORP
+$1.3M
13,859
+18%
增持
AMZN
AMAZON COM INC
+$1.2M
11,501
+111%
建仓
QQQ
INVESCO QQQ TR
+$1.2M
2,587
增持
VOO
VANGUARD INDEX FDS
+$1.2M
4,611
+95%
增持
ISTB
ISHARES TR
+$1.1M
27,269
+442%
增持
AVGO
BROADCOM INC
+$853.8K
977
+81%
建仓
IXUS
ISHARES TR
+$843.2K
12,480
建仓
SPY
SPDR S&P 500 ETF TR
+$778.8K
1,431
增持
EFIV
SPDR SER TR
+$722.9K
57,282
+25%
增持
IQSI
INDEXIQ ETF TR
+$665.8K
70,358
+50%
增持
SPDW
SPDR INDEX SHS FDS
+$605.7K
31,815
+123%
建仓
BNDW
VANGUARD SCOTTSDALE FDS
+$602.4K
8,859
增持
AMD
ADVANCED MICRO DEVICES INC
+$518.0K
5,086
+199%
增持
COST
COSTCO WHSL CORP NEW
+$507.3K
1,040
+102%
建仓
IAGG
ISHARES TR
+$505.5K
10,126
建仓
WSO
WATSCO INC
+$491.5K
1,061
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$471.4K
881
清仓
WY
WEYERHAEUSER CO MTN BE
-$470.2K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$452.4K
0
-100%
建仓
NWS
NEWS CORP NEW
+$445.4K
15,690
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$420.5K
1,320
建仓
NFLX
NETFLIX INC
+$391.4K
580
增持
LLY
ELI LILLY & CO
+$380.5K
900
+61%
建仓
ZTS
ZOETIS INC
+$378.1K
2,181
增持
VOTE
TCW ETF TRUST
+$365.7K
10,452
+114%
建仓
PFE
PFIZER INC
+$361.2K
12,908
建仓
GDDY
GODADDY INC
+$351.9K
2,519
增持
IQSM
INDEXIQ ETF TR
+$349.9K
40,267
+49%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$343.3K
844
增持
—
LAM RESEARCH CORP
+$339.1K
1,509
+16%
减持
SYY
SYSCO CORP
-$317.8K
6,029
-35%
建仓
FOXA
FOX CORP
+$317.7K
9,243
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$310.4K
1,794
建仓
GOOG
ALPHABET INC
+$310.1K
1,691
清仓
NUBD
NUSHARES ETF TR
-$309.3K
0
-100%
增持
—
INVESTMENT MANAGERS SER TR I
+$307.3K
37,192
+32%
减持
—
ACCENTURE PLC IRELAND
-$303.2K
2,059
-23%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$296.9K
0
-100%
建仓
FOX
FOX CORP
+$291.1K
9,091
增持
IJH
ISHARES TR
+$289.3K
10,273
+100%
建仓
NYT
NEW YORK TIMES CO
+$281.5K
5,496
建仓
COR
CENCORA INC
+$281.4K
1,249
建仓
BURL
BURLINGTON STORES INC
+$280.3K
1,168
增持
FIS
FIDELITY NATL INFORMATION SV
+$276.5K
7,197
+101%
清仓
RGEN
REPLIGEN CORP
-$274.2K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$270.1K
4,207
增持
NWSA
NEWS CORP NEW
+$269.8K
17,489
+116%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$264.9K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$264.9K
6,661
增持
QCOM
QUALCOMM INC
+$263.7K
5,121
+15%
建仓
NOW
SERVICENOW INC
+$259.6K
330
增持
EA
ELECTRONIC ARTS INC
+$259.3K
3,747
+89%
建仓
AGG
ISHARES TR
+$259.2K
2,670
建仓
JLL
JONES LANG LASALLE INC
+$256.8K
1,251
减持
RHI
ROBERT HALF INC.
-$255.9K
4,706
-33%
增持
—
ASML HOLDING N V
+$255.5K
622
+59%
建仓
—
UNILEVER PLC
+$253.4K
4,608
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$253.0K
7,100
-2%
增持
WMT
WALMART INC
+$251.7K
8,299
+61%
清仓
WDS
WOODSIDE ENERGY GROUP LTD
-$248.8K
0
-100%
建仓
INTU
INTUIT
+$248.0K
377
建仓
WTRG
ESSENTIAL UTILS INC
+$239.1K
6,406
建仓
EWBC
EAST WEST BANCORP INC
+$236.8K
3,234
建仓
LAD
LITHIA MTRS INC
+$236.7K
937
建仓
EQH
EQUITABLE HLDGS INC
+$235.2K
5,755
建仓
ORA
ORMAT TECHNOLOGIES INC
+$234.6K
3,272
建仓
ISRG
INTUITIVE SURGICAL INC
+$234.0K
526
建仓
CLS
CELESTICA INC
+$233.3K
4,069
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$233.2K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$233.2K
0
-100%
建仓
CRUS
CIRRUS LOGIC INC
+$232.3K
1,820
建仓
DKS
DICKS SPORTING GOODS INC
+$231.8K
1,079
建仓
WPC
WP CAREY INC
+$229.3K
4,165
建仓
AMT
AMERICAN TOWER CORP NEW
+$228.0K
1,173
增持
VZ
VERIZON COMMUNICATIONS INC
+$227.7K
14,385
+65%
建仓
TTEK
TETRA TECH INC NEW
+$226.1K
1,106
建仓
—
RENAISSANCERE HLDGS LTD
+$224.4K
1,004
建仓
MANH
MANHATTAN ASSOCIATES INC
+$223.5K
906
建仓
—
WEATHERFORD INTL PLC
+$222.2K
1,815
清仓
UPS
UNITED PARCEL SERVICE INC
-$221.4K
0
-100%
建仓
OLED
UNIVERSAL DISPLAY CORP
+$220.5K
1,049
清仓
FCN
FTI CONSULTING INC
-$217.9K
0
-100%
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$217.5K
4,811
增持
GOOGL
ALPHABET INC
+$214.2K
3,123
+33%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$213.2K
1,039
清仓
HST
HOST HOTELS & RESORTS INC
-$212.9K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$212.7K
5,006
清仓
XPO
XPO INC
-$212.2K
0
-100%
建仓
T
AT&T INC
+$208.0K
10,886
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$207.1K
1,689
建仓
ELF
E L F BEAUTY INC
+$205.7K
976
建仓
ENB
ENBRIDGE INC
+$205.4K
5,770
清仓
MTG
MGIC INVT CORP WIS
-$205.3K
0
-100%
建仓
ALLY
ALLY FINL INC
+$205.3K
5,176
建仓
FND
FLOOR & DECOR HLDGS INC
+$204.6K
2,058
建仓
JNJ
JOHNSON & JOHNSON
+$202.8K
1,388
清仓
ENPH
ENPHASE ENERGY INC
-$201.7K
0
-100%
建仓
ANF
ABERCROMBIE & FITCH CO
+$201.3K
1,132
清仓
SXI
STANDEX INTL CORP
-$201.2K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$196.6K
1,433
+38%
减持
BOXX
EA SERIES TRUST
-$191.1K
5,422
-26%
建仓
—
ONCOLYTICS BIOTECH INC
+$188.0K
189,941
增持
HAS
HASBRO INC
+$187.6K
9,686
+44%
增持
CSL
CARLISLE COS INC
+$187.3K
1,563
+37%
增持
IR
INGERSOLL RAND INC
+$183.4K
4,846
+79%
增持
AMAT
APPLIED MATLS INC
+$181.8K
4,299
+6%
增持
CACI
CACI INTL INC
+$180.1K
1,074
+44%
增持
AMGN
AMGEN INC
+$179.5K
1,266
+67%
减持
JBL
JABIL INC
-$177.8K
5,241
-6%
建仓
HLN
HALEON PLC
+$171.3K
20,742
增持
—
TRANE TECHNOLOGIES PLC
+$166.0K
4,121
+4%
增持
KO
COCA COLA CO
+$163.0K
8,143
+40%
增持
TJX
TJX COS INC NEW
+$157.5K
9,224
+9%
增持
—
NVENT ELECTRIC PLC
+$155.5K
5,492
+56%
增持
—
EXXON MOBIL CORP
+$146.1K
3,271
+65%
增持
URI
UNITED RENTALS INC
+$144.1K
601
+77%
增持
—
JOHNSON CTLS INTL PLC
+$144.0K
9,272
+28%
减持
WAT
WATERS CORP
-$136.2K
1,015
-19%
增持
PEP
PEPSICO INC
+$134.6K
4,575
+29%
减持
FDS
FACTSET RESH SYS INC
-$133.0K
762
-22%
建仓
PSO
PEARSON PLC
+$132.2K
10,596
增持
MRK
MERCK & CO INC
+$128.2K
2,782
+70%
增持
META
META PLATFORMS INC
+$127.3K
1,172
+23%
增持
DHR
DANAHER CORPORATION
+$126.8K
4,184
+14%
增持
DIS
DISNEY WALT CO
-$123.9K
7,731
+6%
增持
ESML
ISHARES TR
+$123.0K
10,632
+50%
增持
ELV
ELEVANCE HEALTH INC
+$120.9K
2,039
+7%
增持
NVS
NOVARTIS AG
+$120.8K
4,231
+24%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$117.7K
546
-11%
减持
—
INTERPUBLIC GROUP COS INC
-$117.0K
11,127
-18%
增持
BALL
BALL CORP
+$114.2K
11,742
+34%
增持
PG
PROCTER AND GAMBLE CO
+$113.7K
2,849
+30%
减持
V
VISA INC
-$113.2K
3,291
-6%
减持
—
ARISTA NETWORKS INC
+$113.1K
2,478
-5%
增持
EIX
EDISON INTL
+$110.1K
4,393
+51%
增持
—
EATON CORP PLC
+$106.3K
4,032
+9%
增持
GWW
GRAINGER W W INC
-$102.3K
918
+0%
增持
WSM
WILLIAMS SONOMA INC
+$101.3K
1,119
+66%
增持
MA
MASTERCARD INCORPORATED
+$97.0K
1,643
+26%
增持
CRM
SALESFORCE INC
+$96.1K
1,432
+59%