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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 60
增持 64
减持 13
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$9.2M
127,500
+27%
增持
MUB
ISHARES TR
+$7.0M
141,504
+80%
增持
BIV
VANGUARD BD INDEX FDS
+$5.7M
157,151
+78%
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
VEU
VANGUARD INTL EQUITY INDEX F
+$4.1M
167,823
+51%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
11,747
+155%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
60,715
+41%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
82,583
+160%
增持
AAPL
APPLE INC
+$1.9M
25,283
+33%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
12,351
+43%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
21,637
+44%
建仓
TFLO
ISHARES TR
+$1.2M
23,083
增持
ISTB
ISHARES TR
+$1.1M
50,127
+84%
建仓
VTEB
VANGUARD MUN BD FDS
+$1.1M
22,220
建仓
SHM
SPDR SER TR
+$1.1M
23,552
增持
IJH
ISHARES TR
+$951.5K
24,914
+143%
增持
VBR
VANGUARD INDEX FDS
+$848.2K
12,638
+37%
减持
—
LAM RESEARCH CORP
-$809.5K
977
-35%
建仓
IAU
ISHARES GOLD TR
+$798.7K
16,071
增持
VOE
VANGUARD INDEX FDS
+$759.9K
12,032
+44%
增持
LLY
ELI LILLY & CO
+$702.1K
1,712
+90%
增持
SPY
SPDR S&P 500 ETF TR
+$650.3K
2,491
+74%
增持
BOXX
EA SERIES TRUST
+$622.7K
11,083
+104%
建仓
ICSH
ISHARES TR
+$557.1K
10,980
清仓
—
TE CONNECTIVITY LTD
-$535.8K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$509.8K
2,128
+48%
建仓
IJR
ISHARES TR
+$509.7K
4,358
增持
IXUS
ISHARES TR
+$481.3K
18,235
+46%
建仓
—
TE CONNECTIVITY PLC
+$455.8K
3,019
增持
JPM
JPMORGAN CHASE & CO.
+$423.5K
5,701
+48%
建仓
ABBV
ABBVIE INC
+$406.9K
2,061
建仓
CASY
CASEYS GEN STORES INC
+$399.6K
1,064
增持
META
META PLATFORMS INC
+$383.9K
1,703
+45%
增持
AVGO
BROADCOM INC
+$379.0K
11,295
+1056%
建仓
WY
WEYERHAEUSER CO MTN BE
+$375.5K
11,090
建仓
EXC
EXELON CORP
+$375.4K
9,257
增持
AMZN
AMAZON COM INC
+$354.7K
13,832
+20%
增持
ORCL
ORACLE CORP
+$349.5K
5,610
+31%
增持
COST
COSTCO WHSL CORP NEW
+$329.8K
1,369
+32%
增持
HD
HOME DEPOT INC
+$326.4K
4,637
+3%
清仓
ALV
AUTOLIV INC
-$316.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$315.4K
2,831
+58%
建仓
TSLA
TESLA INC
+$312.4K
1,194
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$311.2K
1,422
+68%
建仓
ILMN
ILLUMINA INC
+$306.3K
2,349
建仓
GE
GE AEROSPACE
+$305.1K
1,618
清仓
RHI
ROBERT HALF INC.
-$301.1K
0
-100%
增持
WMT
WALMART INC
+$291.8K
10,573
+27%
建仓
MCD
MCDONALDS CORP
+$290.2K
953
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$289.2K
1,335
+52%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$288.7K
1,675
建仓
NVO
NOVO-NORDISK A S
+$288.0K
2,418
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$283.6K
4,035
建仓
IEFA
ISHARES TR
+$283.3K
3,630
建仓
RBA
RB GLOBAL INC
+$279.9K
3,478
增持
SPGI
S&P GLOBAL INC
+$277.9K
1,775
+24%
建仓
CLH
CLEAN HARBORS INC
+$277.5K
1,148
增持
MA
MASTERCARD INCORPORATED
+$276.3K
2,027
+23%
建仓
CCK
CROWN HLDGS INC
+$268.2K
2,797
建仓
RTX
RTX CORPORATION
+$267.9K
2,211
建仓
CAT
CATERPILLAR INC
+$266.5K
681
减持
CBRE
CBRE GROUP INC
+$266.2K
8,089
-3%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$263.5K
3,362
增持
IQSI
NEW YORK LIFE INVESTMENTS ET
+$261.9K
74,099
+5%
建仓
AMH
AMERICAN HOMES 4 RENT
+$259.3K
6,753
清仓
AGG
ISHARES TR
-$259.2K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$254.9K
4,107
建仓
SONY
SONY GROUP CORP
+$254.9K
2,639
建仓
WFC
WELLS FARGO CO NEW
+$251.6K
4,454
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$251.0K
3,518
建仓
SPEM
SPDR INDEX SHS FDS
+$250.6K
6,070
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$250.5K
4,348
减持
BALL
BALL CORP
-$250.5K
6,689
-43%
建仓
—
BERRY GLOBAL GROUP INC
+$249.5K
3,671
增持
GOOGL
ALPHABET INC
+$247.6K
4,923
+58%
建仓
POOL
POOL CORP
+$247.3K
656
减持
WSO
WATSCO INC
-$243.3K
505
-52%
建仓
UNM
UNUM GROUP
+$241.1K
4,056
建仓
XPO
XPO INC
+$240.2K
2,234
建仓
GS
GOLDMAN SACHS GROUP INC
+$239.8K
484
减持
—
TRANE TECHNOLOGIES PLC
+$238.0K
4,100
-1%
清仓
LAD
LITHIA MTRS INC
-$236.7K
0
-100%
减持
SUSB
ISHARES TR
-$236.3K
150,436
-8%
增持
KO
COCA COLA CO
+$235.2K
10,486
+29%
清仓
ORA
ORMAT TECHNOLOGIES INC
-$234.6K
0
-100%
建仓
IBND
SPDR SER TR
+$233.4K
7,626
清仓
CLS
CELESTICA INC
-$233.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$231.0K
5,578
-28%
增持
GWW
GRAINGER W W INC
+$230.7K
1,019
+11%
建仓
ONTO
ONTO INNOVATION INC
+$229.6K
1,106
建仓
CTAS
CINTAS CORP
+$228.5K
1,110
清仓
—
WEATHERFORD INTL PLC
-$222.2K
0
-100%
建仓
ABT
ABBOTT LABS
+$218.6K
1,917
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$217.7K
2,432
建仓
RGLD
ROYAL GOLD INC
+$216.1K
1,540
建仓
—
CHUBB LIMITED
+$215.1K
746
增持
NEE
NEXTERA ENERGY INC
+$214.9K
7,055
+31%
建仓
TXN
TEXAS INSTRS INC
+$214.5K
1,038
建仓
LECO
LINCOLN ELEC HLDGS INC
+$214.1K
1,115
增持
EFIV
SPDR SER TR
+$213.6K
58,381
+2%
减持
AMAT
APPLIED MATLS INC
-$213.1K
3,967
-8%
清仓
NKE
NIKE INC
-$212.7K
0
-100%
减持
IAGG
ISHARES TR
-$211.6K
5,671
-44%
建仓
—
AON PLC
+$211.6K
612
清仓
CME
CME GROUP INC
-$211.1K
0
-100%
建仓
EHC
ENCOMPASS HEALTH CORP
+$208.8K
2,161
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$208.7K
0
-100%
建仓
IWM
ISHARES TR
+$208.1K
942
建仓
SFM
SPROUTS FMRS MKT INC
+$207.8K
1,882
建仓
MTG
MGIC INVT CORP WIS
+$207.5K
8,105
建仓
SCI
SERVICE CORP INTL
+$207.5K
2,629
建仓
JXN
JACKSON FINANCIAL INC
+$206.8K
2,267
建仓
UNP
UNION PAC CORP
+$206.1K
836
建仓
NVR
NVR INC
+$206.0K
21
清仓
ELF
E L F BEAUTY INC
-$205.7K
0
-100%
增持
—
LINDE PLC
+$204.6K
1,337
+35%
建仓
BMI
BADGER METER INC
+$203.7K
933
建仓
ILCB
ISHARES TR
+$203.5K
2,569
增持
DHR
DANAHER CORPORATION
+$201.5K
4,485
+7%
清仓
ANF
ABERCROMBIE & FITCH CO
-$201.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$201.1K
4,928
+51%
建仓
CATH
GLOBAL X FDS
+$200.7K
2,893
建仓
CROX
CROCS INC
+$200.1K
1,382
增持
HAS
HASBRO INC
+$194.5K
10,525
+9%
增持
MANH
MANHATTAN ASSOCIATES INC
+$193.5K
1,482
+64%
增持
T
AT&T INC
+$192.8K
18,221
+67%
增持
GOOG
ALPHABET INC
+$189.8K
2,990
+77%
增持
MSFT
MICROSOFT CORP
-$187.1K
13,961
+1%
减持
GIS
GENERAL MLS INC
-$177.2K
3,103
-52%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$173.2K
2,001
+4%
增持
—
ACCENTURE PLC IRELAND
+$173.1K
2,257
+10%
增持
MHK
MOHAWK INDS INC
+$172.3K
2,962
+11%
增持
SAP
SAP SE
+$169.9K
2,142
+35%
增持
—
INVESTMENT MANAGERS SER TR I
+$167.5K
39,288
+6%
建仓
NOV
NOV INC
+$164.4K
10,295
减持
EUSB
ISHARES TR
+$162.3K
366,103
-3%
增持
IQSM
NEW YORK LIFE INVESTMENTS ET
+$157.5K
41,938
+4%
增持
MCO
MOODYS CORP
+$156.3K
1,270
+20%
增持
PG
PROCTER AND GAMBLE CO
+$156.1K
3,615
+27%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$147.6K
7,096
+47%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$145.7K
1,580
+20%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$145.6K
4,083
+12%
增持
NFLX
NETFLIX INC
+$142.7K
753
+30%
增持
JNJ
JOHNSON & JOHNSON
+$139.6K
2,113
+52%
减持
—
JOHNSON CTLS INTL PLC
-$132.1K
6,239
-33%
减持
LOW
LOWES COS INC
+$130.7K
3,576
-6%
增持
—
RENAISSANCERE HLDGS LTD
+$130.6K
1,303
+30%
增持
JLL
JONES LANG LASALLE INC
+$130.4K
1,435
+15%
增持
ADBE
ADOBE INC
+$128.4K
837
+52%
增持
PFE
PFIZER INC
+$120.1K
16,630
+29%
增持
NVS
NOVARTIS AG
+$119.9K
4,959
+17%