Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 174
- 較 2021 年第 3 季 +8
- 總值
- $7.97 億
- 較 2021 年第 3 季 +$8,500 萬 (+11.9%)
| 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 | 557,464 | $5,171 萬 | 6.5% | +33,047+6.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 104,859 | $3,527 萬 | 4.4% | +674+0.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 194,813 | $3,459 萬 | 4.3% | +3,475+1.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,993 | $3,181 萬 | 4.0% | +154+1.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 51,195 | $2,571 萬 | 3.2% | +883+1.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 61,905 | $2,569 萬 | 3.2% | +1,345+2.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 564,598 | $2,512 萬 | 3.2% | +9,915+1.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 182,532 | $2,472 萬 | 3.1% | +5,267+3.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 439,041 | $2,437 萬 | 3.1% | +7,521+1.7% | 加碼 | – |
| TGTTarget Corp | Stock | 104,799 | $2,426 萬 | 3.0% | +484+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 152,834 | $2,420 萬 | 3.0% | +2,831+1.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 244,919 | $2,404 萬 | 3.0% | +4,028+1.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,770 | $2,380 萬 | 3.0% | +733+2.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 237,380 | $2,216 萬 | 2.8% | +6,024+2.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 94,916 | $2,034 萬 | 2.6% | +2,038+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 114,535 | $1,959 萬 | 2.5% | +4,006+3.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 101,769 | $1,918 萬 | 2.4% | +3,407+3.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 68,668 | $1,841 萬 | 2.3% | +1,988+3.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 130,922 | $1,787 萬 | 2.2% | +6,396+5.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 314,741 | $1,584 萬 | 2.0% | −8,921−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,684 | $1,562 萬 | 2.0% | +111+2.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 70,628 | $1,531 萬 | 1.9% | −1,801−2.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 25,277 | $1,435 萬 | 1.8% | +23,309+1,184.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 267,270 | $1,389 萬 | 1.7% | −5,586−2.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 75,912 | $1,319 萬 | 1.7% | −2,579−3.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 62,834 | $1,299 萬 | 1.6% | +2,123+3.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 92,192 | $1,298 萬 | 1.6% | +10,165+12.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 123,218 | $1,275 萬 | 1.6% | −6,255−4.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 129,133 | $1,227 萬 | 1.5% | +7,160+5.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 12,076 | $1,106 萬 | 1.4% | +1,385+13.0% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 82,200 | $744.8 萬 | 0.9% | +82,200 | 新進 | – |
| ADBEAdobe Inc. | Stock | 12,084 | $685.2 萬 | 0.9% | +21+0.2% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 104,778 | $594.3 萬 | 0.7% | −146,013−58.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 26,383 | $593.5 萬 | 0.7% | −6,129−18.9% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 48,680 | $581.9 萬 | 0.7% | −393−0.8% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 36,163 | $516.8 萬 | 0.6% | +10,740+42.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,300 | $509.4 萬 | 0.6% | +26,499+551.9% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 94,466 | $489.4 萬 | 0.6% | +55,399+141.8% | 加碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 41,769 | $447.8 萬 | 0.6% | +115+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 64,811 | $383.7 萬 | 0.5% | −140.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 21,392 | $357.0 萬 | 0.4% | +68+0.3% | 加碼 | 歷史 |
| ADCAgree Realty Corp | COM | 48,688 | $347.4 萬 | 0.4% | −230.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,438 | $334.3 萬 | 0.4% | +653+3.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,527 | $333.5 萬 | 0.4% | +50+0.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 60,784 | $306.8 萬 | 0.4% | −14,090−18.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,820 | $300.2 萬 | 0.4% | +2,476+10.6% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 35,486 | $288.5 萬 | 0.4% | +150.0% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,001 | $262.4 萬 | 0.3% | +10,836+89.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,241 | $261.8 萬 | 0.3% | +305+2.0% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 13,676 | $250.1 萬 | 0.3% | −480−3.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,156 | $242.8 萬 | 0.3% | −28−0.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,552 | $240.7 萬 | 0.3% | −311−3.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 25,783 | $221.9 萬 | 0.3% | +112+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,082 | $216.1 萬 | 0.3% | −108−1.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 26,720 | $204.8 萬 | 0.3% | +227+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 615 | $178.2 萬 | 0.2% | −1−0.2% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,770 | $174.4 萬 | 0.2% | +11,770 | 新進 | – |
| TFCTruist Financial Corp | COM | 28,892 | $169.2 萬 | 0.2% | −2,561−8.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,199 | $151.9 萬 | 0.2% | +46+1.5% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 28,581 | $144.4 萬 | 0.2% | +28,581 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 47,852 | $138.6 萬 | 0.2% | +198+0.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 10,242 | $136.9 萬 | 0.2% | −80−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,154 | $124.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 8,320 | $120.4 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 23,348 | $119.2 萬 | 0.1% | −10,466−31.0% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,312 | $115.4 萬 | 0.1% | +91+1.5% | 加碼 | – |
| AONAon plc | CL A | 3,827 | $115.0 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 5,422 | $113.2 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 22,238 | $106.7 萬 | 0.1% | −1,679−7.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,063 | $101.8 萬 | 0.1% | −168−1.0% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 11,487 | $99.9 萬 | 0.1% | +71+0.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,696 | $95.2 萬 | 0.1% | +88+0.8% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,445 | $94.7 萬 | 0.1% | +215+2.6% | 加碼 | – |
| SYKStryker Corp | Stock | 3,446 | $92.2 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 870 | $91.9 萬 | 0.1% | +241+38.3% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 42,951 | $89.2 萬 | 0.1% | +1,334+3.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,421 | $81.4 萬 | 0.1% | +369+18.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 54,195 | $81.3 萬 | 0.1% | +54,195 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,071 | $75.9 萬 | 0.1% | +20.0% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,029 | $74.8 萬 | 0.1% | +61+2.1% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 8,811 | $71.2 萬 | 0.1% | −2,655−23.2% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 14,631 | $69.3 萬 | 0.1% | −1,499−9.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,798 | $64.9 萬 | 0.1% | +113+1.1% | 加碼 | – |
| POOLPool Corp | COM | 1,120 | $63.4 萬 | 0.1% | +465+71.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,028 | $61.9 萬 | 0.1% | +289+39.1% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,357 | $61.2 萬 | 0.1% | +79+0.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,170 | $60.8 萬 | 0.1% | +10.0% | 加碼 | – |
| INTCIntel Corp | Stock | 11,354 | $58.5 萬 | 0.1% | −952−7.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,657 | $57.0 萬 | 0.1% | +54+0.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,870 | $55.5 萬 | 0.1% | +55+0.8% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 1,923 | $54.1 萬 | 0.1% | +760+65.3% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,366 | $52.1 萬 | 0.1% | +51+0.5% | 加碼 | – |
| DEDeere & Co | Stock | 1,517 | $52.0 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,224 | $49.4 萬 | 0.1% | −475−10.1% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,132 | $49.1 萬 | 0.1% | +3+0.1% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,479 | $49.0 萬 | 0.1% | +51+0.5% | 加碼 | – |
| SUISun Communities Inc | COM | 2,293 | $48.2 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,185 | $48.0 萬 | 0.1% | −549−8.2% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 736 | $47.8 萬 | 0.1% | +248+50.8% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,207 | $45.5 萬 | 0.1% | +435+56.3% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 1,133 | $29.5 萬 | <0.1% | 歷史 |
| RIORio Tinto PLC | ADR | 2,508 | $16.8 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 2,178 | $14.7 萬 | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 3,031 | $11.1 萬 | <0.1% | 歷史 |