Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/29 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 188
- 較 2024 年第 1 季 +1
- 總值
- $10.8 億
- 較 2024 年第 1 季 +$5,257 萬 (+5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 2,362,836 | $1.06 億 | 9.8% | +133,835+6.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 218,822 | $4,609 萬 | 4.3% | +4,640+2.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 97,353 | $4,351 萬 | 4.0% | +3,230+3.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 228,779 | $4,196 萬 | 3.9% | +1,033+0.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,611 | $3,791 萬 | 3.5% | +235+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 178,894 | $3,618 萬 | 3.3% | +1,452+0.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 346,680 | $3,160 萬 | 2.9% | +7,003+2.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 182,528 | $3,131 萬 | 2.9% | +5,308+3.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,740 | $2,783 萬 | 2.6% | +624+1.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 285,276 | $2,773 萬 | 2.6% | +8,297+3.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 683,033 | $2,716 萬 | 2.5% | +19,999+3.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 52,801 | $2,689 萬 | 2.5% | +1,591+3.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 75,203 | $2,589 萬 | 2.4% | +2,703+3.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 120,427 | $2,569 萬 | 2.4% | +4,244+3.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 237,948 | $2,535 萬 | 2.3% | +2,904+1.2% | 加碼 | – |
| VVisa Inc. | Stock | 90,223 | $2,368 萬 | 2.2% | +2,237+2.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 116,953 | $2,260 萬 | 2.1% | +7,858+7.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 87,310 | $2,225 萬 | 2.1% | +3,349+4.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 145,972 | $2,161 萬 | 2.0% | +6,853+4.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 127,361 | $2,101 萬 | 1.9% | +6,919+5.7% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 529,308 | $2,067 萬 | 1.9% | +33,950+6.9% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 25,648 | $2,019 萬 | 1.9% | +1,000+4.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 162,639 | $2,013 萬 | 1.9% | +6,961+4.5% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 112,597 | $1,952 萬 | 1.8% | +112,597 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 190,017 | $1,925 萬 | 1.8% | +7,614+4.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 172,695 | $1,794 萬 | 1.7% | +10,821+6.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 78,403 | $1,774 萬 | 1.6% | +4,829+6.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 116,319 | $1,592 萬 | 1.5% | +8,259+7.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 87,377 | $1,590 萬 | 1.5% | −82−0.1% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 18,889 | $1,557 萬 | 1.4% | +1,905+11.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 309,058 | $1,549 萬 | 1.4% | +21,400+7.4% | 加碼 | – |
| ASMLASML Holding NV | ADR | 14,195 | $1,452 萬 | 1.3% | +1,564+12.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 98,658 | $1,442 萬 | 1.3% | +187+0.2% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 122,888 | $1,364 萬 | 1.3% | +2,171+1.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 14,909 | $1,350 萬 | 1.2% | +1,115+8.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 152,962 | $1,083 萬 | 1.0% | +24,239+18.8% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 12,644 | $956.6 萬 | 0.9% | +468+3.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 8,902 | $940.1 萬 | 0.9% | +743+9.1% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 64,931 | $898.1 萬 | 0.8% | +4,121+6.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 44,526 | $865.5 萬 | 0.8% | +3,420+8.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 153,130 | $696.1 萬 | 0.6% | −938−0.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 61,143 | $593.5 萬 | 0.5% | −870−1.4% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 19,092 | $371.4 萬 | 0.3% | −324−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 57,969 | $369.0 萬 | 0.3% | −1,283−2.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,840 | $343.7 萬 | 0.3% | −139−0.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,950 | $309.4 萬 | 0.3% | −370−2.1% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 12,355 | $294.9 萬 | 0.3% | +31+0.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,843 | $272.9 萬 | 0.3% | −117−2.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,652 | $270.3 萬 | 0.2% | −361−4.0% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 41,451 | $256.7 萬 | 0.2% | −336−0.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 24,701 | $248.0 萬 | 0.2% | −279−1.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,682 | $231.0 萬 | 0.2% | +42+0.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,726 | $202.8 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,092 | $198.8 萬 | 0.2% | +672+4.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,325 | $184.7 萬 | 0.2% | +97+3.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,135 | $184.0 萬 | 0.2% | +14+0.2% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 9,077 | $180.8 萬 | 0.2% | −150−1.6% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,716 | $165.6 萬 | 0.2% | +42+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,259 | $164.3 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 49,462 | $159.5 萬 | 0.1% | +148+0.3% | 加碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 10,481 | $156.2 萬 | 0.1% | +50+0.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,602 | $153.3 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,122 | $149.9 萬 | 0.1% | −782−7.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 35,299 | $145.1 萬 | 0.1% | +133+0.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 28,255 | $142.6 萬 | 0.1% | +79+0.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,592 | $137.5 萬 | 0.1% | −184−1.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,281 | $133.5 萬 | 0.1% | −6−0.2% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 18,112 | $128.7 萬 | 0.1% | −1,711−8.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,647 | $124.1 萬 | 0.1% | −43−1.2% | 減碼 | 歷史 |
| AONAon plc | CL A | 3,901 | $114.5 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,610 | $110.6 萬 | 0.1% | +59+0.6% | 加碼 | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 26,852 | $108.6 萬 | 0.1% | +2,816+11.7% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 61,115 | $108.0 萬 | 0.1% | +6,993+12.9% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,252 | $105.7 萬 | 0.1% | +18+0.2% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,166 | $104.1 萬 | 0.1% | −21−0.3% | 減碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 4,164 | $102.7 萬 | 0.1% | +256+6.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,925 | $95.9 萬 | 0.1% | +2,262+15.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,607 | $92.7 萬 | 0.1% | +22+0.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,521 | $73.7 萬 | 0.1% | −356,231−95.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,013 | $71.4 萬 | 0.1% | −37−1.2% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 18,320 | $70.4 萬 | 0.1% | +2,549+16.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,239 | $69.6 萬 | 0.1% | +181+5.9% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,835 | $66.9 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 50,387 | $63.2 萬 | 0.1% | +566+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,658 | $62.0 萬 | 0.1% | +150+9.9% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 7,000 | $61.4 萬 | 0.1% | −169−2.4% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,778 | $54.0 萬 | <0.1% | +8+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,349 | $53.4 萬 | <0.1% | +131+1.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,050 | $52.7 萬 | <0.1% | −21−0.7% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,802 | $52.5 萬 | <0.1% | −528−12.2% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 9,959 | $50.8 萬 | <0.1% | −428−4.1% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,545 | $47.5 萬 | <0.1% | +13+0.2% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,561 | $46.7 萬 | <0.1% | +746+41.1% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 5,048 | $44.6 萬 | <0.1% | −22−0.4% | 減碼 | – |
| DEDeere & Co | Stock | 1,187 | $44.4 萬 | <0.1% | −15−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,601 | $41.7 萬 | <0.1% | 00.0% | 不變 | – |
| CMICummins Inc | Stock | 1,495 | $41.4 萬 | <0.1% | +7+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 817 | $41.2 萬 | <0.1% | −51−5.9% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 7,608 | $40.4 萬 | <0.1% | −399−5.0% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 4,595 | $39.9 萬 | <0.1% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 5,996 | $30.1 萬 | <0.1% | – |
| ASOAcademy Sports & Outdoors, Inc. | COM | 1,900 | $12.8 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 789 | $12.1 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 1,230 | $11.6 萬 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 553 | $11.1 萬 | <0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 850 | $11.0 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 3,308 | $10.8 萬 | <0.1% | – |
| SHWSherwin Williams Co | COM | 296 | $10.3 萬 | <0.1% | 歷史 |
| ADNTAdient plc | Stock | 3,038 | $10.0 萬 | <0.1% | 歷史 |