Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/3 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 159
- 較 2021 年第 1 季 +1
- 總值
- $7.01 億
- 較 2021 年第 1 季 +$4,935 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 506,292 | $4,813 萬 | 6.9% | +9,355+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 104,095 | $2,820 萬 | 4.0% | −82−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,906 | $2,734 萬 | 3.9% | −182−1.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 189,105 | $2,590 萬 | 3.7% | +1,259+0.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 104,678 | $2,531 萬 | 3.6% | +379+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 147,806 | $2,299 萬 | 3.3% | +1,535+1.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 426,522 | $2,298 萬 | 3.3% | +4,947+1.2% | 加碼 | – |
| BACBank of America Corp | Stock | 553,038 | $2,280 萬 | 3.3% | +848+0.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 238,277 | $2,185 萬 | 3.1% | +1,517+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 49,507 | $1,983 萬 | 2.8% | +863+1.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 173,758 | $1,957 萬 | 2.8% | +4,231+2.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 59,562 | $1,899 萬 | 2.7% | +578+1.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 90,467 | $1,881 萬 | 2.7% | +951+1.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 96,243 | $1,851 萬 | 2.6% | +1,333+1.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 313,020 | $1,785 萬 | 2.5% | +5,273+1.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 107,430 | $1,770 萬 | 2.5% | +2,725+2.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 70,523 | $1,649 萬 | 2.4% | +700+1.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 224,314 | $1,644 萬 | 2.3% | +1,934+0.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 34,201 | $1,631 萬 | 2.3% | +762+2.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 124,947 | $1,551 萬 | 2.2% | +3,396+2.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 241,623 | $1,529 萬 | 2.2% | +11,931+5.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 61,180 | $1,491 萬 | 2.1% | +1,975+3.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 64,538 | $1,491 萬 | 2.1% | +1,695+2.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 262,849 | $1,473 萬 | 2.1% | +6,044+2.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 80,813 | $1,421 萬 | 2.0% | +1,536+1.9% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 119,596 | $1,283 萬 | 1.8% | +4,518+3.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 57,850 | $1,259 萬 | 1.8% | +2,983+5.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 81,614 | $1,209 萬 | 1.7% | −8,963−9.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 116,100 | $1,151 萬 | 1.6% | +5,870+5.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 201,728 | $1,120 萬 | 1.6% | +13,741+7.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,112 | $1,071 萬 | 1.5% | −141−4.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,548 | $734.9 萬 | 1.0% | −1,293−9.3% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 48,842 | $633.0 萬 | 0.9% | −2,114−4.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 101,118 | $458.0 萬 | 0.7% | +4,098+4.2% | 加碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 59,030 | $445.6 萬 | 0.6% | +4,303+7.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 31,205 | $361.8 萬 | 0.5% | +17+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 65,085 | $352.2 萬 | 0.5% | −3,262−4.8% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 48,527 | $342.1 萬 | 0.5% | +1,116+2.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 65,150 | $330.6 萬 | 0.5% | −12,197−15.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 21,410 | $300.0 萬 | 0.4% | −68−0.3% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,245 | $272.4 萬 | 0.4% | +93+0.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,571 | $269.5 萬 | 0.4% | −35−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,052 | $257.1 萬 | 0.4% | −1,701−8.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 35,456 | $243.3 萬 | 0.3% | +2,391+7.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,274 | $236.4 萬 | 0.3% | −289−1.9% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 17,525 | $234.5 萬 | 0.3% | +14,351+452.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,103 | $230.9 萬 | 0.3% | −52−0.8% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,158 | $216.5 萬 | 0.3% | −53−0.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,503 | $213.9 萬 | 0.3% | −1,162−4.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,725 | $213.9 萬 | 0.3% | −10−0.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 24,624 | $210.1 萬 | 0.3% | +127+0.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,098 | $201.5 萬 | 0.3% | +37+0.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,317 | $151.2 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 609 | $148.7 萬 | 0.2% | −20−3.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,169 | $140.3 萬 | 0.2% | −2,499−17.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,113 | $133.3 萬 | 0.2% | −291−8.5% | 減碼 | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 48,894 | $130.0 萬 | 0.2% | +23,487+92.4% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 47,521 | $128.2 萬 | 0.2% | +47,521 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,258 | $118.0 萬 | 0.2% | +60+1.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,294 | $117.0 萬 | 0.2% | +76+0.9% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 26,065 | $115.5 萬 | 0.2% | −2,045−7.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 22,280 | $113.7 萬 | 0.2% | +22,280 | 新進 | – |
| CCICrown Castle Inc. | REIT | 5,433 | $106.0 萬 | 0.2% | −265−4.7% | 減碼 | 歷史 |
| AONAon plc | CL A | 3,813 | $91.0 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,578 | $89.5 萬 | 0.1% | −126−1.2% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,453 | $88.6 萬 | 0.1% | −468−5.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,351 | $86.7 萬 | 0.1% | −624−3.7% | 減碼 | 歷史 |
| REVGREV Group, Inc. | COM | 53,607 | $84.1 萬 | 0.1% | +19,292+56.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,228 | $83.8 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 11,337 | $80.9 萬 | 0.1% | +78+0.7% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,414 | $78.3 萬 | 0.1% | −277−1.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,654 | $73.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,664 | $70.3 萬 | 0.1% | +13+0.3% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,102 | $66.2 萬 | 0.1% | −923−9.2% | 減碼 | – |
| INTCIntel Corp | Stock | 11,716 | $65.8 萬 | 0.1% | +36+0.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,985 | $65.6 萬 | 0.1% | −2,407−23.2% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,925 | $65.4 萬 | 0.1% | −328−10.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,607 | $64.5 萬 | 0.1% | +87+0.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,219 | $61.3 萬 | 0.1% | +61+0.5% | 加碼 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 11,060 | $58.2 萬 | 0.1% | +183+1.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,543 | $57.0 萬 | 0.1% | −472−5.9% | 減碼 | – |
| FFord Motor Co | Stock | 38,158 | $56.7 萬 | 0.1% | +909+2.4% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,722 | $54.4 萬 | 0.1% | +81+1.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,410 | $52.4 萬 | 0.1% | −145−1.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,526 | $52.1 萬 | 0.1% | +10.0% | 加碼 | – |
| DEDeere & Co | Stock | 1,442 | $50.9 萬 | 0.1% | −186−11.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,389 | $48.9 萬 | 0.1% | +41+0.4% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 4,178 | $46.7 萬 | 0.1% | −810−16.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,327 | $46.2 萬 | 0.1% | +267+13.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,156 | $45.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 15,291 | $44.0 萬 | 0.1% | +191+1.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,291 | $39.7 萬 | 0.1% | +26+0.4% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 2,282 | $39.1 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,561 | $38.1 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,350 | $36.6 萬 | 0.1% | +46+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,027 | $35.7 萬 | 0.1% | +73+7.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 824 | $35.4 萬 | 0.1% | −273−24.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,015 | $34.6 萬 | <0.1% | −3,416−46.0% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,570 | $34.4 萬 | <0.1% | +4+0.3% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,106 | $34.2 萬 | <0.1% | +57+1.9% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（6 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,395 | $16.3 萬 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,392 | $12.8 萬 | <0.1% | – |
| STLDSteel Dynamics Inc | COM | 2,500 | $12.7 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 612 | $11.6 萬 | <0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,429 | $11.3 萬 | <0.1% | – |
| ONOn Semiconductor Corp | Stock | 2,465 | $10.3 萬 | <0.1% | 歷史 |