Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/4 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 170
- 較 2021 年第 4 季 −4
- 總值
- $8.04 億
- 較 2021 年第 4 季 +$757.9 萬 (+1.0%)
| 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 | 596,878 | $5,136 萬 | 6.4% | +39,414+7.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 199,065 | $3,476 萬 | 4.3% | +4,252+2.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,963 | $3,062 萬 | 3.8% | −30−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 183,396 | $2,973 萬 | 3.7% | +864+0.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 96,300 | $2,969 萬 | 3.7% | −8,559−8.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 51,843 | $2,644 萬 | 3.3% | +648+1.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 333,992 | $2,553 萬 | 3.2% | −105,049−23.9% | 減碼 | – |
| BACBank of America Corp | Stock | 571,767 | $2,357 萬 | 2.9% | +7,169+1.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 103,695 | $2,201 萬 | 2.7% | −1,104−1.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 249,706 | $2,182 萬 | 2.7% | +4,787+2.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 156,824 | $2,138 萬 | 2.7% | +3,990+2.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 118,158 | $2,094 萬 | 2.6% | +3,623+3.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 31,991 | $2,014 萬 | 2.5% | −3,779−10.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 64,546 | $1,932 萬 | 2.4% | +2,641+4.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 104,484 | $1,917 萬 | 2.4% | +2,715+2.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 73,281 | $1,812 萬 | 2.3% | +4,613+6.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 77,649 | $1,665 萬 | 2.1% | −17,267−18.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,075 | $1,654 萬 | 2.1% | +391+8.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 27,108 | $1,561 萬 | 1.9% | +1,831+7.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 70,342 | $1,560 萬 | 1.9% | −286−0.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 333,095 | $1,560 萬 | 1.9% | +18,354+5.8% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 117,884 | $1,559 萬 | 1.9% | +69,204+142.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 292,588 | $1,490 萬 | 1.9% | +25,318+9.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 104,237 | $1,423 萬 | 1.8% | −26,685−20.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 122,394 | $1,358 萬 | 1.7% | −824−0.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 138,839 | $1,304 萬 | 1.6% | +9,706+7.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 47,351 | $1,294 萬 | 1.6% | +37,799+395.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 56,924 | $1,268 萬 | 1.6% | −5,910−9.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 74,040 | $1,239 萬 | 1.5% | −1,872−2.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 102,706 | $1,216 萬 | 1.5% | +10,514+11.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 122,215 | $1,211 萬 | 1.5% | +96,432+374.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 12,763 | $975.3 萬 | 1.2% | +687+5.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 112,566 | $953.5 萬 | 1.2% | −124,814−52.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 80,229 | $859.3 萬 | 1.1% | +57,228+248.8% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 153,844 | $743.4 萬 | 0.9% | +59,378+62.9% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 48,953 | $646.6 萬 | 0.8% | +37,183+315.9% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 72,497 | $639.1 萬 | 0.8% | −9,703−11.8% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 50,029 | $616.2 萬 | 0.8% | +13,866+38.3% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 116,823 | $578.5 萬 | 0.7% | +88,242+308.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 21,421 | $518.0 萬 | 0.6% | −4,962−18.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 11,328 | $516.1 萬 | 0.6% | −756−6.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 372,977 | $506.1 萬 | 0.6% | +318,782+588.2% | 加碼 | – |
| DOWDow Inc. | Stock | 70,806 | $451.2 萬 | 0.6% | −33,972−32.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 64,240 | $398.3 萬 | 0.5% | −571−0.9% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 41,889 | $392.6 萬 | 0.5% | +120+0.3% | 加碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 17,144 | $332.7 萬 | 0.4% | +17,144 | 新進 | – |
| ADCAgree Realty Corp | COM | 48,808 | $323.9 萬 | 0.4% | +120+0.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,358 | $322.7 萬 | 0.4% | −1,034−4.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,542 | $313.9 萬 | 0.4% | +104+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,494 | $307.0 萬 | 0.4% | −33−0.2% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 59,853 | $300.9 萬 | 0.4% | −931−1.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,568 | $269.4 萬 | 0.3% | −1,252−4.8% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 5,916 | $261.1 萬 | 0.3% | −166−2.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,462 | $250.7 萬 | 0.3% | +221+1.5% | 加碼 | – |
| JCIJohnson Controls International plc | Stock | 35,504 | $232.8 萬 | 0.3% | +18+0.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,620 | $217.3 萬 | 0.3% | −536−6.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,347 | $208.0 萬 | 0.3% | −1,373−5.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,498 | $197.1 萬 | 0.2% | −18,802−60.1% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 12,830 | $196.1 萬 | 0.2% | −846−6.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 665 | $185.0 萬 | 0.2% | +50+8.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 22,833 | $168.1 萬 | 0.2% | +22,833 | 新進 | – |
| TFCTruist Financial Corp | COM | 29,118 | $165.1 萬 | 0.2% | +226+0.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,174 | $143.4 萬 | 0.2% | −25−0.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,247 | $133.2 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 47,959 | $132.3 萬 | 0.2% | +107+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,654 | $129.0 萬 | 0.2% | −500−12.0% | 減碼 | 歷史 |
| AONAon plc | CL A | 3,834 | $124.8 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,155 | $121.4 萬 | 0.2% | −165−2.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 10,774 | $107.5 萬 | 0.1% | +78+0.7% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 19,351 | $105.0 萬 | 0.1% | −2,887−13.0% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,327 | $104.8 萬 | 0.1% | +15+0.2% | 加碼 | – |
| CMAComerica Inc | COM | 11,553 | $104.5 萬 | 0.1% | +66+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 19,421 | $98.3 萬 | 0.1% | −3,927−16.8% | 減碼 | – |
| CCICrown Castle Inc. | REIT | 5,261 | $97.1 萬 | 0.1% | −161−3.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 900 | $97.0 萬 | 0.1% | +30+3.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,532 | $95.8 萬 | 0.1% | +87+1.0% | 加碼 | – |
| SYKStryker Corp | Stock | 3,455 | $92.4 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,656 | $84.1 萬 | 0.1% | +4,656 | 新進 | 歷史 |
| FFord Motor Co | Stock | 47,448 | $80.2 萬 | 0.1% | +4,497+10.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,882 | $77.8 萬 | 0.1% | +251+1.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,647 | $70.5 萬 | 0.1% | −3,416−21.3% | 減碼 | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 24,803 | $65.2 萬 | 0.1% | +24,803 | 新進 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,600 | $65.0 萬 | 0.1% | +12,600 | 新進 | – |
| ITWIllinois Tool Works Inc | Stock | 2,921 | $61.2 萬 | 0.1% | −108−3.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,472 | $61.2 萬 | 0.1% | −45−3.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 10,853 | $59.9 萬 | 0.1% | +55+0.5% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,768 | $59.3 萬 | 0.1% | −1,303−14.4% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,399 | $57.6 萬 | 0.1% | +42+0.4% | 加碼 | – |
| INTCIntel Corp | Stock | 11,275 | $55.9 萬 | 0.1% | −79−0.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 6,911 | $54.5 萬 | 0.1% | +41+0.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,376 | $52.8 萬 | 0.1% | −45−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,336 | $52.3 萬 | 0.1% | −119−1.8% | 減碼 | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 19,400 | $50.6 萬 | 0.1% | +19,400 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,411 | $50.3 萬 | 0.1% | +45+0.5% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,134 | $48.8 萬 | 0.1% | +2+0.1% | 加碼 | – |
| POOLPool Corp | COM | 1,130 | $47.8 萬 | 0.1% | +10+0.9% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 5,874 | $45.8 萬 | 0.1% | −2,937−33.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,465 | $42.0 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 752 | $41.9 萬 | 0.1% | +16+2.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,916 | $41.1 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（17 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,479 | $49.0 萬 | 0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,185 | $48.0 萬 | 0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,065 | $42.2 萬 | 0.1% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,645 | $22.6 萬 | <0.1% | – |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 4,338 | $18.8 萬 | <0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 1,240 | $14.4 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 530 | $13.5 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 4,509 | $12.2 萬 | <0.1% | – |
| CZRCaesars Entertainment, Inc. | COM | 1,300 | $12.2 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 390 | $11.9 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 519 | $11.8 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 182 | $11.7 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 1,240 | $11.5 萬 | <0.1% | 歷史 |
| HASHasbro, Inc. | COM | 1,112 | $11.3 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 1,988 | $10.8 萬 | <0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 379 | $10.7 萬 | <0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,216 | $10.6 萬 | <0.1% | – |