Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/31 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 153
- 較 2024 年第 3 季 −45
- 總值
- $11.6 億
- 較 2024 年第 3 季 +$1,185 萬 (+1.0%)
| 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 | 2,456,424 | $1.10 億 | 9.5% | −40,440−1.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 213,749 | $5,353 萬 | 4.6% | −2,254−1.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 224,435 | $5,203 萬 | 4.5% | −5,237−2.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 222,318 | $4,234 萬 | 3.6% | −421−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 99,160 | $4,180 萬 | 3.6% | +2,277+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 171,000 | $4,099 萬 | 3.5% | −3,980−2.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 279,108 | $3,509 萬 | 3.0% | −6,513−2.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 182,916 | $3,250 萬 | 2.8% | +1,578+0.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 675,252 | $2,968 萬 | 2.6% | −8,093−1.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,176 | $2,948 萬 | 2.5% | −127−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 75,291 | $2,929 萬 | 2.5% | +318+0.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 339,507 | $2,908 萬 | 2.5% | −8,190−2.4% | 減碼 | – |
| VVisa Inc. | Stock | 91,485 | $2,891 萬 | 2.5% | +110+0.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 269,302 | $2,869 萬 | 2.5% | +29,508+12.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 129,414 | $2,839 萬 | 2.4% | +6,444+5.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 52,517 | $2,657 萬 | 2.3% | −147−0.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 25,421 | $2,606 萬 | 2.2% | −311−1.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 122,219 | $2,466 萬 | 2.1% | +70.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 191,269 | $2,302 萬 | 2.0% | +1,425+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 168,210 | $2,032 萬 | 1.7% | +12,983+8.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 179,474 | $2,030 萬 | 1.7% | +1,400+0.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 82,432 | $1,880 萬 | 1.6% | +691+0.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 138,066 | $1,866 萬 | 1.6% | −10,033−6.8% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 56,681 | $1,791 萬 | 1.5% | +24,866+78.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 49,383 | $1,639 萬 | 1.4% | +22,554+84.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 99,535 | $1,622 萬 | 1.4% | −17,787−15.2% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 315,822 | $1,583 萬 | 1.4% | −31,530−9.1% | 減碼 | – |
| DTEDte Energy Co | COM | 125,293 | $1,513 萬 | 1.3% | +897+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 148,487 | $1,477 萬 | 1.3% | −19,929−11.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 146,282 | $1,417 萬 | 1.2% | +82,991+131.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 382,712 | $1,372 萬 | 1.2% | +382,712 | 新進 | – |
| XELXcel Energy Inc | Stock | 200,530 | $1,354 萬 | 1.2% | +1,934+1.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 20,189 | $1,272 萬 | 1.1% | +270+1.4% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 13,090 | $1,234 萬 | 1.1% | +212+1.6% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 228,764 | $1,202 萬 | 1.0% | +6,917+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,568 | $1,202 萬 | 1.0% | +287+1.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 157,474 | $1,129 萬 | 1.0% | +1,581+1.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9,282 | $1,101 萬 | 0.9% | +203+2.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 15,584 | $1,080 萬 | 0.9% | +21+0.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 60,620 | $921.8 萬 | 0.8% | −7,107−10.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 40,939 | $750.9 萬 | 0.6% | −4,980−10.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 163,178 | $744.4 萬 | 0.6% | +12,113+8.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 19,694 | $570.9 萬 | 0.5% | −3,163−13.8% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 48,602 | $567.5 萬 | 0.5% | −18,554−27.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,980 | $560.4 萬 | 0.5% | +25,012+359.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 20,681 | $346.7 萬 | 0.3% | +105+0.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 54,660 | $340.3 萬 | 0.3% | −1,091−2.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 11,467 | $335.7 萬 | 0.3% | −73−0.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 17,681 | $331.5 萬 | 0.3% | −486−2.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,436 | $321.9 萬 | 0.3% | +22+0.1% | 加碼 | – |
| RTXRTX Corp | Stock | 23,528 | $272.3 萬 | 0.2% | −93−0.4% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 38,138 | $268.7 萬 | 0.2% | −3,128−7.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,449 | $264.8 萬 | 0.2% | −90−1.6% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 32,977 | $259.2 萬 | 0.2% | +32,977 | 新進 | – |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 46,610 | $249.0 萬 | 0.2% | +46,610 | 新進 | – |
| iShares Semiconductor ETF464287523 | ETF | 11,406 | $245.8 萬 | 0.2% | +7,483+190.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,413 | $235.0 萬 | 0.2% | +80+0.6% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 17,360 | $228.7 萬 | 0.2% | +3,751+27.6% | 加碼 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 52,044 | $227.5 萬 | 0.2% | +52,044 | 新進 | – |
| WMTWalmart Inc. | Stock | 24,026 | $217.1 萬 | 0.2% | −298−1.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 24,786 | $213.9 萬 | 0.2% | +24,786 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,634 | $213.0 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,018 | $209.0 萬 | 0.2% | −209−2.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 15,104 | $207.8 萬 | 0.2% | +7,950+111.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 15,292 | $205.4 萬 | 0.2% | −1,450−8.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,613 | $200.3 萬 | 0.2% | +746+9.5% | 加碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 45,833 | $186.4 萬 | 0.2% | +27,402+148.7% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 49,656 | $184.3 萬 | 0.2% | −499,257−91.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 62,577 | $183.4 萬 | 0.2% | +62,577 | 新進 | – |
| JNJJohnson & Johnson | Stock | 12,603 | $182.3 萬 | 0.2% | −2,434−16.2% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 17,811 | $177.1 萬 | 0.2% | +34+0.2% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 35,145 | $169.9 萬 | 0.1% | −166−0.5% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 7,057 | $165.6 萬 | 0.1% | −103−1.4% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 10,606 | $161.7 萬 | 0.1% | +73+0.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,382 | $158.9 萬 | 0.1% | −11−0.3% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 11,940 | $152.3 萬 | 0.1% | +249+2.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 3,415 | $151.9 萬 | 0.1% | −83−2.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,322 | $150.6 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,476 | $134.2 萬 | 0.1% | +2,860+29.7% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,679 | $132.5 萬 | 0.1% | +24+0.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,402 | $129.1 萬 | 0.1% | −333−3.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 23,729 | $119.5 萬 | 0.1% | −759−3.1% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 65,256 | $118.9 萬 | 0.1% | +1,220+1.9% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,050 | $114.9 萬 | 0.1% | +34+0.6% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 27,127 | $113.7 萬 | 0.1% | −638−2.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,521 | $103.2 萬 | 0.1% | +15,405+728.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,565 | $95.3 萬 | 0.1% | −174−1.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 24,732 | $85.5 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 6,602 | $83.3 萬 | 0.1% | −1,399−17.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,786 | $83.2 萬 | 0.1% | +170+4.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,239 | $78.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,846 | $74.1 萬 | 0.1% | +7+0.4% | 加碼 | – |
| AONAon plc | CL A | 1,986 | $71.3 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,678 | $68.9 萬 | 0.1% | +16+1.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,557 | $68.4 萬 | 0.1% | −171−1.5% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,696 | $68.4 萬 | 0.1% | −330−10.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,579 | $66.9 萬 | 0.1% | +389+32.7% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 5,284 | $64.1 萬 | 0.1% | +5,284 | 新進 | – |
| CMAComerica Inc | COM | 10,036 | $62.1 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,505 | $61.2 萬 | 0.1% | +8,505 | 新進 | – |
2024 年第 3 季之後清倉（57 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BABoeing Co | Stock | 88,671 | $1,348 萬 | 1.2% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 6,479 | $33.0 萬 | <0.1% | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 5,324 | $26.5 萬 | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,091 | $25.9 萬 | <0.1% | 歷史 |
| HEI.AHeico Corp | CL A | 1,150 | $23.4 萬 | <0.1% | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,453 | $21.7 萬 | <0.1% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,467 | $20.6 萬 | <0.1% | – |
| FITBFifth Third Bancorp | COM | 4,644 | $19.9 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,337 | $19.0 萬 | <0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 323 | $18.6 萬 | <0.1% | – |
| SYYSysco Corp | Stock | 2,333 | $18.2 萬 | <0.1% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 821 | $18.1 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 3,438 | $17.8 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,016 | $17.8 萬 | <0.1% | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 3,300 | $17.5 萬 | <0.1% | – |
| TRVTravelers Companies, Inc. | Stock | 743 | $17.4 萬 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,230 | $17.3 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 489 | $17.3 萬 | <0.1% | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 860 | $17.3 萬 | <0.1% | – |
| CARRCarrier Global Corp | Stock | 2,100 | $16.9 萬 | <0.1% | 歷史 |
| SUISun Communities Inc | COM | 1,192 | $16.1 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 1,340 | $16.0 萬 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 789 | $15.9 萬 | <0.1% | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 5,417 | $15.8 萬 | <0.1% | – |
| NFLXNetflix Inc | Stock | 222 | $15.7 萬 | <0.1% | 歷史 |
| CCSCentury Communities, Inc. | COM | 1,500 | $15.4 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 802 | $15.2 萬 | <0.1% | – |
| PAYXPaychex Inc | Stock | 1,096 | $14.7 萬 | <0.1% | 歷史 |
| RCMR1 RCM Inc. | COM | 10,000 | $14.2 萬 | <0.1% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 4,493 | $14.1 萬 | <0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 877 | $13.9 萬 | <0.1% | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 1,994 | $13.7 萬 | <0.1% | – |
| GMGeneral Motors Co | COM | 3,055 | $13.7 萬 | <0.1% | 歷史 |
| PHParker-Hannifin Corp | Stock | 217 | $13.7 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 456 | $13.6 萬 | <0.1% | 歷史 |
| FIZZNational Beverage Corp | COM | 2,844 | $13.3 萬 | <0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 646 | $13.3 萬 | <0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 850 | $13.1 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,039 | $13.1 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 369 | $11.9 萬 | <0.1% | – |
| APOApollo Global Management, Inc. | COM | 924 | $11.5 萬 | <0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 200 | $11.4 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 297 | $11.3 萬 | <0.1% | 歷史 |
| AZOAutoZone Inc | COM | 36 | $11.3 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 180 | $11.1 萬 | <0.1% | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 4,661 | $11.0 萬 | <0.1% | – |
| NKENIKE, Inc. | Stock | 1,239 | $11.0 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 681 | $10.6 萬 | <0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 608 | $10.6 萬 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 227 | $10.6 萬 | <0.1% | 歷史 |
| CMSCMS Energy Corp | COM | 1,492 | $10.5 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 362 | $10.5 萬 | <0.1% | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 833 | $10.5 萬 | <0.1% | – |
| PFEPfizer Inc | Stock | 3,616 | $10.5 萬 | <0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 197 | $10.4 萬 | <0.1% | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 2,534 | $10.3 萬 | <0.1% | – |
| AFLAflac Inc | Stock | 915 | $10.2 萬 | <0.1% | 歷史 |