Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/1 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 173
- 較 2022 年第 4 季 +1
- 總值
- $8.43 億
- 較 2022 年第 4 季 +$3,939 萬 (+4.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288638 | ISHS 5-10YR INVT | 867,206 | $4,447 萬 | 5.3% | +212,700+32.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 213,077 | $3,514 萬 | 4.2% | +1,786+0.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 361,085 | $2,991 萬 | 3.5% | +362+0.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 103,408 | $2,981 萬 | 3.5% | +2,235+2.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 173,715 | $2,768 萬 | 3.3% | −2,666−1.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 344,240 | $2,761 萬 | 3.3% | −82,181−19.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 237,976 | $2,475 萬 | 2.9% | +5,678+2.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 49,767 | $2,352 萬 | 2.8% | −870−1.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 263,903 | $2,317 萬 | 2.7% | +350+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,069 | $2,250 萬 | 2.7% | +191+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 171,309 | $2,232 萬 | 2.6% | +1,553+0.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 79,809 | $2,232 萬 | 2.6% | +669+0.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 112,971 | $2,101 萬 | 2.5% | +289+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 68,943 | $2,035 萬 | 2.4% | +880+1.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 108,226 | $1,973 萬 | 2.3% | +2,487+2.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 126,833 | $1,966 萬 | 2.3% | +2,112+1.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 112,794 | $1,868 萬 | 2.2% | +2,266+2.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 80,962 | $1,825 萬 | 2.2% | +731+0.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 90,463 | $1,755 萬 | 2.1% | +3,874+4.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 611,303 | $1,748 萬 | 2.1% | +14,357+2.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 332,914 | $1,740 萬 | 2.1% | +23,551+7.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 69,674 | $1,594 萬 | 1.9% | +2,701+4.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 159,870 | $1,566 萬 | 1.9% | +12,368+8.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 160,250 | $1,558 萬 | 1.8% | +3,267+2.1% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 140,023 | $1,534 萬 | 1.8% | +6,858+5.2% | 加碼 | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 229,760 | $1,505 萬 | 1.8% | +66,843+41.0% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 30,055 | $1,493 萬 | 1.8% | +2,989+11.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 68,902 | $1,464 萬 | 1.7% | +17,565+34.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 143,924 | $1,457 萬 | 1.7% | +8,012+5.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 400,716 | $1,415 萬 | 1.7% | +400,716 | 新進 | – |
| BLKBlackRock, Inc. | COM | 20,224 | $1,353 萬 | 1.6% | −2,996−12.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 310,638 | $1,208 萬 | 1.4% | +36,837+13.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 58,289 | $1,173 萬 | 1.4% | +8,461+17.0% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 97,905 | $1,041 萬 | 1.2% | −24,378−19.9% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 601,575 | $1,032 萬 | 1.2% | +192,528+47.1% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 235,327 | $953.1 萬 | 1.1% | −44,905−16.0% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 79,283 | $735.4 萬 | 0.9% | +383+0.5% | 加碼 | – |
| NEENextera Energy Inc | Stock | 90,291 | $696.0 萬 | 0.8% | −11,096−10.9% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 9,016 | $650.1 萬 | 0.8% | +2,186+32.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 28,276 | $577.8 萬 | 0.7% | +7,241+34.4% | 加碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 133,625 | $557.0 萬 | 0.7% | +19,055+16.6% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 157,305 | $511.1 萬 | 0.6% | −4,521−2.8% | 減碼 | – |
| ADCAgree Realty Corp | COM | 65,549 | $449.7 萬 | 0.5% | +14,289+27.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 62,089 | $385.1 萬 | 0.5% | −1,197−1.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,873 | $335.4 萬 | 0.4% | −3,010−17.8% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 20,181 | $329.3 萬 | 0.4% | +44+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,656 | $322.0 萬 | 0.4% | +153+0.7% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 94,741 | $304.6 萬 | 0.4% | +55,906+144.0% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 6,033 | $285.2 萬 | 0.3% | +33+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,539 | $279.2 萬 | 0.3% | −137−1.1% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,115 | $259.8 萬 | 0.3% | −3,159−11.6% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,775 | $252.9 萬 | 0.3% | −1,282−5.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 17,354 | $251.0 萬 | 0.3% | −24,264−58.3% | 減碼 | – |
| DOWDow Inc. | Stock | 40,007 | $219.3 萬 | 0.3% | −16,434−29.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,490 | $207.8 萬 | 0.2% | +34+0.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,841 | $204.9 萬 | 0.2% | +49+0.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 74,703 | $187.1 萬 | 0.2% | −28,771−27.8% | 減碼依 2 比 1 拆股換算 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 16,669 | $166.1 萬 | 0.2% | −1,239−6.9% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 7,550 | $160.1 萬 | 0.2% | −132−1.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,711 | $157.9 萬 | 0.2% | +237+2.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 30,768 | $154.8 萬 | 0.2% | −4,289−12.2% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 3,892 | $150.0 萬 | 0.2% | −792−16.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,584 | $147.8 萬 | 0.2% | −1,224−9.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 44,502 | $137.4 萬 | 0.2% | +149+0.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,201 | $136.9 萬 | 0.2% | +499+3.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,264 | $134.6 萬 | 0.2% | +40.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,545 | $129.0 萬 | 0.2% | −990−10.4% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,721 | $124.9 萬 | 0.1% | −8,152−32.8% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 48,690 | $124.1 萬 | 0.1% | +116+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,002 | $122.9 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| AONAon plc | CL A | 3,863 | $121.8 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 11,939 | $120.8 萬 | 0.1% | −1,084−8.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,313 | $102.3 萬 | 0.1% | −73−2.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,620 | $102.3 萬 | 0.1% | −5,473−41.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 11,046 | $100.5 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,496 | $100.2 萬 | 0.1% | +361+4.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 9,135 | $100.2 萬 | 0.1% | +1,913+26.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,377 | $96.4 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 19,468 | $96.1 萬 | 0.1% | −40−0.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 17,803 | $92.1 萬 | 0.1% | −2,981−14.3% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,352 | $89.1 萬 | 0.1% | +8+0.1% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,721 | $87.9 萬 | 0.1% | −2,844−13.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,669 | $86.3 萬 | 0.1% | −992−12.9% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 9,132 | $73.7 萬 | 0.1% | −5,499−37.6% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,844 | $69.2 萬 | 0.1% | −127−4.3% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,535 | $65.5 萬 | 0.1% | −5,283−23.2% | 減碼 | – |
| REVGREV Group, Inc. | COM | 52,410 | $62.8 萬 | 0.1% | +23,364+80.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 49,804 | $62.8 萬 | 0.1% | +3,034+6.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,765 | $60.6 萬 | 0.1% | −26−1.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,039 | $58.2 萬 | 0.1% | −1,136−8.0% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,294 | $57.6 萬 | 0.1% | +883+214.8% | 加碼 | – |
| DEDeere & Co | Stock | 1,297 | $53.6 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 11,779 | $51.1 萬 | 0.1% | +56+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,746 | $48.5 萬 | 0.1% | +739+73.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,240 | $48.4 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 2,354 | $43.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 2,872 | $40.7 萬 | <0.1% | −122−4.1% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,973 | $40.4 萬 | <0.1% | −9,076−56.6% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,570 | $39.0 萬 | <0.1% | −323−11.2% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 3,652 | $38.0 萬 | <0.1% | +452+14.1% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287192 | US TRSPRTION | 1,665 | $35.6 萬 | <0.1% | – |
| First Rep BK San Francisco C33616C100 | COM | 1,701 | $20.7 萬 | <0.1% | – |
| TSCOTractor Supply Co | COM | 919 | $20.7 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 4,284 | $19.5 萬 | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 3,000 | $12.0 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 852 | $10.2 萬 | <0.1% | 歷史 |