Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/2 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 166
- 較 2021 年第 2 季 +7
- 總值
- $7.12 億
- 較 2021 年第 2 季 +$1,140 萬 (+1.6%)
| 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 | 524,417 | $4,951 萬 | 7.0% | +18,125+3.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 104,185 | $2,937 萬 | 4.1% | +90+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,839 | $2,889 萬 | 4.1% | −67−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 191,338 | $2,707 萬 | 3.8% | +2,233+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 150,003 | $2,455 萬 | 3.4% | +2,197+1.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 104,315 | $2,386 萬 | 3.4% | −363−0.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 554,683 | $2,355 萬 | 3.3% | +1,645+0.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 240,891 | $2,344 萬 | 3.3% | +2,614+1.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 431,520 | $2,248 萬 | 3.2% | +4,998+1.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 60,560 | $1,988 萬 | 2.8% | +998+1.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50,312 | $1,966 萬 | 2.8% | +805+1.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 177,265 | $1,912 萬 | 2.7% | +3,507+2.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 98,362 | $1,891 萬 | 2.7% | +2,119+2.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 231,356 | $1,817 萬 | 2.6% | +7,042+3.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 323,662 | $1,810 萬 | 2.5% | +10,642+3.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 110,529 | $1,785 萬 | 2.5% | +3,099+2.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,037 | $1,699 萬 | 2.4% | +836+2.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 92,878 | $1,691 萬 | 2.4% | +2,411+2.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 129,473 | $1,623 萬 | 2.3% | +4,526+3.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 72,429 | $1,613 萬 | 2.3% | +1,906+2.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 66,680 | $1,608 萬 | 2.3% | +2,142+3.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,573 | $1,502 萬 | 2.1% | +1,461+46.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 272,856 | $1,474 萬 | 2.1% | +10,007+3.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 250,791 | $1,444 萬 | 2.0% | +9,168+3.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 83,307 | $1,409 萬 | 2.0% | +2,494+3.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 124,526 | $1,400 萬 | 2.0% | +4,930+4.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 78,491 | $1,181 萬 | 1.7% | −3,123−3.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 60,711 | $1,166 萬 | 1.6% | +2,861+4.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 121,973 | $1,156 萬 | 1.6% | +5,873+5.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 82,027 | $969.0 萬 | 1.4% | +50,822+162.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 10,691 | $896.6 萬 | 1.3% | +10,550+7,482.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 12,063 | $694.5 萬 | 1.0% | −485−3.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 32,512 | $691.4 萬 | 1.0% | −28,668−46.9% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 49,073 | $548.2 萬 | 0.8% | +231+0.5% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 41,654 | $419.0 萬 | 0.6% | −17,376−29.4% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 74,874 | $379.8 萬 | 0.5% | +9,724+14.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 64,825 | $340.1 萬 | 0.5% | −260−0.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 25,423 | $336.7 萬 | 0.5% | +7,898+45.1% | 加碼 | 歷史 |
| ADCAgree Realty Corp | COM | 48,711 | $322.6 萬 | 0.5% | +184+0.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 21,324 | $318.5 萬 | 0.4% | −86−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,785 | $276.6 萬 | 0.4% | +733+3.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,344 | $271.2 萬 | 0.4% | +99+0.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,477 | $269.4 萬 | 0.4% | −94−0.7% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 35,471 | $241.5 萬 | 0.3% | +150.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,936 | $229.4 萬 | 0.3% | −338−2.2% | 減碼 | – |
| RTXRTX Corp | Stock | 25,671 | $220.7 萬 | 0.3% | +1,047+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,190 | $213.6 萬 | 0.3% | +87+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,493 | $199.0 萬 | 0.3% | −1,010−3.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,184 | $195.8 萬 | 0.3% | +26+0.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,863 | $193.3 萬 | 0.3% | +138+1.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 31,453 | $184.5 萬 | 0.3% | −170,275−84.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,156 | $182.6 萬 | 0.3% | +58+0.4% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 39,067 | $173.7 萬 | 0.2% | +13,002+49.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 33,814 | $172.7 萬 | 0.2% | +11,534+51.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 616 | $164.7 萬 | 0.2% | +7+1.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,322 | $143.4 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,165 | $139.7 萬 | 0.2% | −40.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,153 | $135.3 萬 | 0.2% | +40+1.3% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 47,654 | $126.6 萬 | 0.2% | +133+0.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,325 | $116.0 萬 | 0.2% | +31+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,154 | $113.4 萬 | 0.2% | +1,500+56.5% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,221 | $113.4 萬 | 0.2% | −37−0.6% | 減碼 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 23,917 | $110.6 萬 | 0.2% | +23,917 | 新進 | 歷史 |
| AONAon plc | CL A | 3,820 | $109.2 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,426 | $94.0 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,466 | $93.9 萬 | 0.1% | +3,481+43.6% | 加碼 | – |
| REVGREV Group, Inc. | COM | 53,607 | $92.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMAComerica Inc | COM | 11,416 | $91.9 萬 | 0.1% | +79+0.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,438 | $90.7 萬 | 0.1% | +210+6.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,968 | $88.5 萬 | 0.1% | +812+70.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,231 | $88.3 萬 | 0.1% | −120−0.7% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,608 | $86.1 萬 | 0.1% | +30+0.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,230 | $85.1 萬 | 0.1% | −223−2.6% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 16,130 | $73.4 萬 | 0.1% | −284−1.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,801 | $71.9 萬 | 0.1% | +137+2.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,052 | $69.6 萬 | 0.1% | +1,025+99.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,069 | $67.0 萬 | 0.1% | −33−0.4% | 減碼 | – |
| INTCIntel Corp | Stock | 12,306 | $65.6 萬 | 0.1% | +590+5.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,685 | $64.1 萬 | 0.1% | +78+0.7% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,968 | $61.3 萬 | 0.1% | +43+1.5% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,169 | $61.3 萬 | 0.1% | +7,169 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,278 | $61.2 萬 | 0.1% | +59+0.5% | 加碼 | – |
| FFord Motor Co | Stock | 41,617 | $58.9 萬 | 0.1% | +3,459+9.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,734 | $53.9 萬 | 0.1% | +12+0.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 4,699 | $51.8 萬 | 0.1% | +521+12.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,513 | $50.7 萬 | 0.1% | +71+4.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,815 | $50.6 萬 | 0.1% | −728−9.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 629 | $48.8 萬 | 0.1% | +405+180.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,428 | $48.6 萬 | 0.1% | +39+0.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,720 | $47.1 萬 | 0.1% | +2,345+69.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,315 | $46.8 萬 | 0.1% | −1,095−10.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,129 | $45.5 萬 | 0.1% | −397−11.3% | 減碼 | – |
| NFLXNetflix Inc | Stock | 739 | $45.1 萬 | 0.1% | +524+243.7% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 2,288 | $42.4 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 15,385 | $41.6 萬 | 0.1% | +94+0.6% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,603 | $41.3 萬 | 0.1% | +253+2.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,730 | $41.2 萬 | 0.1% | +853+22.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,775 | $37.7 萬 | 0.1% | +205+13.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,306 | $37.1 萬 | 0.1% | +15+0.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,107 | $37.0 萬 | 0.1% | −220−9.5% | 減碼 | 歷史 |
2021 年第 2 季之後清倉（8 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287341 | GLOBAL ENERG ETF | 48,894 | $130.0 萬 | 0.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 903 | $20.7 萬 | <0.1% | – |
| IPInternational Paper Co | COM | 2,388 | $14.6 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 2,119 | $12.5 萬 | <0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 2,103 | $11.2 萬 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 1,097 | $10.4 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 614 | $10.2 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 376 | $10.1 萬 | <0.1% | – |