Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/1 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 172
- 較 2022 年第 3 季 +11
- 總值
- $8.04 億
- 較 2022 年第 3 季 +$7,397 萬 (+10.1%)
| 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 | 426,421 | $3,305 萬 | 4.1% | −329,695−43.6% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 654,506 | $3,240 萬 | 4.0% | +654,506 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 360,723 | $3,155 萬 | 3.9% | +10,643+3.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 176,381 | $2,850 萬 | 3.5% | −14,667−7.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 211,291 | $2,745 萬 | 3.4% | +4,930+2.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50,637 | $2,685 萬 | 3.3% | −2,636−4.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 101,173 | $2,426 萬 | 3.0% | +426+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 169,756 | $2,276 萬 | 2.8% | +195+0.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 263,553 | $2,241 萬 | 2.8% | +218+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 124,721 | $2,203 萬 | 2.7% | +641+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 68,063 | $2,150 萬 | 2.7% | +1,218+1.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 79,140 | $2,086 萬 | 2.6% | +1,174+1.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 232,298 | $2,061 萬 | 2.6% | +3,294+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 596,946 | $1,977 萬 | 2.5% | −5,011−0.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 34,878 | $1,950 萬 | 2.4% | +453+1.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 105,739 | $1,910 萬 | 2.4% | +5,046+5.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 112,682 | $1,862 萬 | 2.3% | +1,168+1.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 80,231 | $1,667 萬 | 2.1% | +3,438+4.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 110,528 | $1,647 萬 | 2.0% | −747−0.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 23,220 | $1,645 萬 | 2.0% | +317+1.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 66,973 | $1,604 萬 | 2.0% | +4,525+7.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 156,983 | $1,589 萬 | 2.0% | +4,265+2.8% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 133,165 | $1,565 萬 | 1.9% | +2,575+2.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 86,589 | $1,505 萬 | 1.9% | +2,327+2.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 135,912 | $1,492 萬 | 1.9% | +27,309+25.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 147,502 | $1,489 萬 | 1.9% | +12,891+9.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 309,363 | $1,474 萬 | 1.8% | +296,477+2,300.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 116,866 | $1,351 萬 | 1.7% | +5,119+4.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 27,066 | $1,236 萬 | 1.5% | −3,785−12.3% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 122,283 | $1,217 萬 | 1.5% | −90,275−42.5% | 減碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 280,232 | $1,103 萬 | 1.4% | −155,897−35.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 273,801 | $1,079 萬 | 1.3% | −41,393−13.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 49,828 | $1,032 萬 | 1.3% | −2,609−5.0% | 減碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 162,917 | $1,004 萬 | 1.2% | +158,343+3,461.8% | 加碼 | – |
| BABoeing Co | Stock | 51,337 | $977.9 萬 | 1.2% | +51,337 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 101,387 | $847.6 萬 | 1.1% | −3,307−3.2% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 78,900 | $713.9 萬 | 0.9% | +78,900 | 新進 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 409,047 | $650.8 萬 | 0.8% | +391,773+2,268.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 41,618 | $587.9 萬 | 0.7% | −8,033−16.2% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 161,826 | $515.1 萬 | 0.6% | +125,512+345.6% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 114,570 | $468.5 萬 | 0.6% | −9,084−7.3% | 減碼 | – |
| EQIXEquinix Inc | COM | 6,830 | $447.4 萬 | 0.6% | +6,830 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 21,035 | $445.6 萬 | 0.6% | +21,035 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 16,883 | $443.4 萬 | 0.6% | −3,260−16.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 63,286 | $402.6 萬 | 0.5% | −952−1.5% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 51,260 | $363.6 萬 | 0.5% | +224+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,503 | $325.9 萬 | 0.4% | +409+1.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,137 | $315.9 萬 | 0.4% | −255−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,676 | $302.8 萬 | 0.4% | −594−4.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,000 | $291.9 萬 | 0.4% | +19+0.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 27,274 | $287.8 萬 | 0.4% | +22,895+522.8% | 加碼 | – |
| DOWDow Inc. | Stock | 56,441 | $284.4 萬 | 0.4% | −12,770−18.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,057 | $278.0 萬 | 0.3% | −837−3.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 51,737 | $253.4 萬 | 0.3% | −180,189−77.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,456 | $204.3 萬 | 0.3% | +364+2.8% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 7,682 | $189.3 萬 | 0.2% | +22+0.3% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 24,873 | $185.4 萬 | 0.2% | +18,487+289.5% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 13,093 | $177.7 萬 | 0.2% | −58,504−81.7% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 35,057 | $175.7 萬 | 0.2% | −832−2.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,908 | $173.7 萬 | 0.2% | +17,908 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 19,792 | $166.3 萬 | 0.2% | −473−2.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,684 | $157.6 萬 | 0.2% | −5,247−52.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,474 | $148.5 萬 | 0.2% | +2,092+25.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,260 | $144.5 萬 | 0.2% | −28−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,808 | $140.8 萬 | 0.2% | −41−0.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 38,835 | $132.8 萬 | 0.2% | +28,963+293.4% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 44,353 | $128.8 萬 | 0.2% | +44,353 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 13,023 | $127.9 萬 | 0.2% | +13,023 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,535 | $118.7 萬 | 0.1% | +9,535 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 48,574 | $117.9 萬 | 0.1% | +252+0.5% | 加碼 | – |
| AONAon plc | CL A | 3,856 | $115.7 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,993 | $114.5 萬 | 0.1% | −69−2.3% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 14,631 | $113.7 萬 | 0.1% | −72,037−83.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,702 | $112.1 萬 | 0.1% | −582−4.4% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 19,508 | $107.8 萬 | 0.1% | −124−0.6% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 20,784 | $105.1 萬 | 0.1% | +20,784 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 11,055 | $105.0 萬 | 0.1% | +40+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,386 | $104.6 萬 | 0.1% | −65−1.9% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,661 | $104.1 萬 | 0.1% | +6,120+397.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 21,565 | $99.7 萬 | 0.1% | −6,922−24.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,135 | $98.9 萬 | 0.1% | +295+3.3% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,344 | $84.3 萬 | 0.1% | −419−6.2% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 22,818 | $84.3 萬 | 0.1% | −158,451−87.4% | 減碼 | – |
| SYKStryker Corp | Stock | 3,386 | $82.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,222 | $79.7 萬 | 0.1% | −77−1.1% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 11,723 | $78.4 萬 | 0.1% | +66+0.6% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 16,049 | $77.0 萬 | 0.1% | +11,690+268.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,791 | $65.5 萬 | 0.1% | −37−2.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,971 | $65.4 萬 | 0.1% | −57−1.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,175 | $64.8 萬 | 0.1% | −1,223−7.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,294 | $55.5 萬 | 0.1% | +6+0.5% | 加碼 | 歷史 |
| iShares Tr464287713 | US TELECOM ETF | 24,256 | $54.4 萬 | 0.1% | +24,256 | 新進 | – |
| FFord Motor Co | Stock | 46,770 | $54.4 萬 | 0.1% | −2,156−4.4% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,575 | $46.2 萬 | 0.1% | +3,575 | 新進 | – |
| GTLBGitlab Inc. | CLASS A COM | 10,013 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,240 | $44.6 萬 | 0.1% | +7,240 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,893 | $42.0 萬 | 0.1% | −247−7.9% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 2,606 | $40.8 萬 | 0.1% | +2,606 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,354 | $39.9 萬 | <0.1% | −1,150−32.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 7,573 | $38.3 萬 | <0.1% | +23+0.3% | 加碼 | – |
2022 年第 3 季之後清倉（22 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 132,910 | $1,073 萬 | 1.5% | 歷史 |
| CMCSAComcast Corp | Stock | 350,280 | $1,027 萬 | 1.4% | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 14,258 | $211.6 萬 | 0.3% | – |
| CCICrown Castle Inc. | REIT | 4,910 | $71.0 萬 | 0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,200 | $58.7 萬 | 0.1% | – |
| TFCTruist Financial Corp | COM | 12,115 | $52.7 萬 | 0.1% | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 29,528 | $47.8 萬 | 0.1% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 7,580 | $33.4 萬 | <0.1% | – |
| KLACKLA Corp | COM NEW | 955 | $28.9 萬 | <0.1% | 歷史 |
| POOLPool Corp | COM | 836 | $26.6 萬 | <0.1% | 歷史 |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 8,715 | $26.0 萬 | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,118 | $21.7 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,924 | $21.7 萬 | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,189 | $20.6 萬 | <0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 5,351 | $15.1 萬 | <0.1% | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,854 | $14.9 萬 | <0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,079 | $14.8 萬 | <0.1% | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,931 | $11.7 萬 | <0.1% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 350 | $11.5 萬 | <0.1% | – |
| DDominion Energy, Inc | Stock | 1,579 | $10.9 萬 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 1,139 | $10.7 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 3,688 | $10.3 萬 | <0.1% | 歷史 |