Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/1 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 162
- 較 2022 年第 1 季 −8
- 總值
- $7.84 億
- 較 2022 年第 1 季 −$2,003 萬 (−2.5%)
| 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 | 374,366 | $2,996 萬 | 3.8% | −222,512−37.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 185,866 | $2,847 萬 | 3.6% | +2,470+1.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 373,238 | $2,846 萬 | 3.6% | +369,159+9,050.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 204,374 | $2,794 萬 | 3.6% | +5,309+2.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 52,255 | $2,684 萬 | 3.4% | +412+0.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 580,183 | $2,559 萬 | 3.3% | +580,183 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 97,866 | $2,514 萬 | 3.2% | +1,566+1.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 341,526 | $2,442 萬 | 3.1% | +7,534+2.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 11,131 | $2,435 萬 | 3.1% | +168+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 121,742 | $2,161 萬 | 2.8% | +3,584+3.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 186,071 | $2,137 萬 | 2.7% | +137,118+280.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 256,737 | $1,953 萬 | 2.5% | +7,031+2.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 75,737 | $1,870 萬 | 2.4% | +2,456+3.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 163,010 | $1,836 萬 | 2.3% | +6,186+3.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 587,239 | $1,828 萬 | 2.3% | +15,472+2.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 66,356 | $1,820 萬 | 2.3% | +1,810+2.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 107,780 | $1,656 萬 | 2.1% | +3,296+3.2% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 382,513 | $1,633 萬 | 2.1% | +265,690+227.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 33,015 | $1,604 萬 | 2.0% | +1,024+3.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 314,199 | $1,595 萬 | 2.0% | +21,611+7.4% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 125,461 | $1,590 萬 | 2.0% | +7,577+6.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 93,278 | $1,555 萬 | 2.0% | +19,238+26.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 105,848 | $1,495 萬 | 1.9% | +2,153+2.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 80,974 | $1,478 萬 | 1.9% | +3,325+4.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 73,968 | $1,456 萬 | 1.9% | +3,626+5.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 30,108 | $1,443 萬 | 1.8% | +3,000+11.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 145,687 | $1,439 萬 | 1.8% | +6,848+4.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 347,101 | $1,362 萬 | 1.7% | +14,006+4.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 21,548 | $1,312 萬 | 1.7% | +8,785+68.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 130,671 | $1,256 萬 | 1.6% | +8,456+6.9% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 107,968 | $1,229 萬 | 1.6% | +3,731+3.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 108,186 | $1,175 萬 | 1.5% | +5,480+5.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 129,340 | $1,161 萬 | 1.5% | +6,946+5.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 51,401 | $1,096 萬 | 1.4% | +4,050+8.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 60,603 | $1,083 萬 | 1.4% | +3,679+6.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 194,410 | $998.9 萬 | 1.3% | +183,557+1,691.3% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 66,249 | $895.3 萬 | 1.1% | +16,220+32.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 104,965 | $813.1 萬 | 1.0% | −7,601−6.8% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 179,149 | $732.0 萬 | 0.9% | +25,305+16.4% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 81,766 | $601.8 萬 | 0.8% | +9,269+12.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 20,072 | $488.3 萬 | 0.6% | −1,349−6.3% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 108,473 | $439.9 萬 | 0.6% | +108,473 | 新進 | – |
| KOCoca Cola Co | Stock | 64,251 | $404.2 萬 | 0.5% | +110.0% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 38,124 | $399.1 萬 | 0.5% | −3,765−9.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,290 | $376.7 萬 | 0.5% | −1,038−9.2% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 50,838 | $366.7 萬 | 0.5% | +2,030+4.2% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 69,788 | $360.2 萬 | 0.5% | −1,018−1.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,456 | $312.9 萬 | 0.4% | +98+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,697 | $297.6 萬 | 0.4% | +155+0.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,454 | $282.6 萬 | 0.4% | −40−0.3% | 減碼 | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 17,214 | $275.8 萬 | 0.4% | +70+0.4% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 5,784 | $248.7 萬 | 0.3% | −132−2.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,706 | $234.4 萬 | 0.3% | +359+1.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,817 | $226.9 萬 | 0.3% | +355+2.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,185 | $203.8 萬 | 0.3% | −82,315−81.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 37,733 | $189.0 萬 | 0.2% | −22,120−37.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 13,985 | $187.7 萬 | 0.2% | +1,487+11.9% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 7,656 | $174.0 萬 | 0.2% | +36+0.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,905 | $152.1 萬 | 0.2% | −925−7.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,251 | $144.7 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 656 | $143.0 萬 | 0.2% | −9−1.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 39,988 | $130.5 萬 | 0.2% | +39,988 | 新進 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 30,368 | $126.5 萬 | 0.2% | +30,368 | 新進 | – |
| TFCTruist Financial Corp | COM | 26,001 | $123.3 萬 | 0.2% | −3,117−10.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,220 | $121.5 萬 | 0.2% | +46+1.4% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 28,135 | $121.2 萬 | 0.2% | +28,135 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 48,139 | $112.2 萬 | 0.1% | +180+0.4% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 10,850 | $104.1 萬 | 0.1% | +76+0.7% | 加碼 | 歷史 |
| AONAon plc | CL A | 3,841 | $103.6 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,759 | $102.6 萬 | 0.1% | +105+2.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 8,235 | $100.1 萬 | 0.1% | +80+1.0% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 19,105 | $93.7 萬 | 0.1% | −246−1.3% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,805 | $89.2 萬 | 0.1% | +478+7.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,729 | $88.8 萬 | 0.1% | +197+2.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,112 | $88.2 萬 | 0.1% | −8,721−38.2% | 減碼 | – |
| CMAComerica Inc | COM | 11,607 | $85.2 萬 | 0.1% | +54+0.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,033 | $84.8 萬 | 0.1% | +377+8.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 4,871 | $82.0 萬 | 0.1% | −390−7.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,160 | $78.1 萬 | 0.1% | +260+28.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,438 | $68.4 萬 | 0.1% | −17−0.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,648 | $63.9 萬 | 0.1% | +12,648 | 新進 | – |
| MOAltria Group, Inc. | Stock | 15,093 | $63.0 萬 | 0.1% | +211+1.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,200 | $60.9 萬 | 0.1% | −400−3.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,926 | $56.8 萬 | 0.1% | +1,015+14.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,329 | $56.7 萬 | 0.1% | −19,239−78.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,605 | $56.6 萬 | 0.1% | +269+4.2% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 50,212 | $55.9 萬 | 0.1% | +2,764+5.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,006 | $54.8 萬 | 0.1% | +85+2.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,740 | $54.3 萬 | 0.1% | +93+0.7% | 加碼 | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 29,528 | $53.3 萬 | 0.1% | +29,528 | 新進 | – |
| LLYEli Lilly & Co | Stock | 1,478 | $47.9 萬 | 0.1% | +13+0.9% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 27,368 | $47.8 萬 | 0.1% | +10,103+58.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,458 | $45.1 萬 | 0.1% | +47+0.5% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,136 | $43.1 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,718 | $40.5 萬 | 0.1% | −1,050−13.5% | 減碼 | – |
| DEDeere & Co | Stock | 1,283 | $38.4 萬 | <0.1% | −189−12.8% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,701 | $35.3 萬 | <0.1% | +9+0.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,588 | $35.2 萬 | <0.1% | −1,286−21.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 6,860 | $34.7 萬 | <0.1% | −12,561−64.7% | 減碼 | – |
| INTCIntel Corp | Stock | 9,214 | $34.5 萬 | <0.1% | −2,061−18.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（22 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 80,229 | $859.3 萬 | 1.1% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 372,977 | $506.1 萬 | 0.6% | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 24,803 | $65.2 萬 | 0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,399 | $57.6 萬 | 0.1% | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 19,400 | $50.6 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 752 | $41.9 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,916 | $41.1 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 1,018 | $38.1 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 1,256 | $35.7 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,842 | $29.1 萬 | <0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,314 | $23.8 萬 | <0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,647 | $17.8 萬 | <0.1% | – |
| FSKFS KKR Capital Corp | COM | 6,720 | $15.3 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 202 | $13.7 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A540 | ST STR SP TELCO | 1,481 | $13.7 萬 | <0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 889 | $12.2 萬 | <0.1% | – |
| DISWalt Disney Co | Stock | 890 | $12.2 萬 | <0.1% | 歷史 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 11,486 | $11.2 萬 | <0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,850 | $11.1 萬 | <0.1% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 379 | $10.5 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 304 | $10.3 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 1,761 | $10.0 萬 | <0.1% | 歷史 |