Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 160
- 較 2024 年第 4 季 +7
- 總值
- $11.6 億
- 較 2024 年第 4 季 −$336.4 萬 (−0.3%)
| 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 | 2,579,311 | $1.18 億 | 10.2% | +122,887+5.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 217,284 | $4,827 萬 | 4.2% | +3,535+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 167,880 | $4,118 萬 | 3.6% | −3,120−1.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 185,298 | $3,882 萬 | 3.3% | +2,382+1.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 99,279 | $3,727 萬 | 3.2% | +119+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 220,242 | $3,688 萬 | 3.2% | −4,193−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 223,528 | $3,492 萬 | 3.0% | +1,210+0.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 356,010 | $3,327 萬 | 2.9% | +16,503+4.9% | 加碼 | – |
| MSMorgan Stanley | Stock | 277,234 | $3,234 萬 | 2.8% | −1,874−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 92,132 | $3,229 萬 | 2.8% | +647+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,911 | $3,113 萬 | 2.7% | +735+2.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 192,787 | $3,060 萬 | 2.6% | +1,518+0.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 125,913 | $2,915 萬 | 2.5% | +3,694+3.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 54,716 | $2,866 萬 | 2.5% | +2,199+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 77,623 | $2,845 萬 | 2.5% | +2,332+3.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 259,792 | $2,739 萬 | 2.4% | −9,510−3.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 135,488 | $2,578 萬 | 2.2% | +6,074+4.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 191,023 | $2,534 萬 | 2.2% | +11,549+6.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 26,194 | $2,479 萬 | 2.1% | +773+3.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 178,269 | $2,171 萬 | 1.9% | +10,059+6.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 126,133 | $2,077 萬 | 1.8% | +26,598+26.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 87,706 | $2,072 萬 | 1.8% | +5,274+6.4% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 126,846 | $1,754 萬 | 1.5% | +1,553+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 190,457 | $1,710 萬 | 1.5% | +41,970+28.3% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 23,666 | $1,609 萬 | 1.4% | +3,477+17.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 316,474 | $1,570 萬 | 1.4% | +652+0.2% | 加碼 | – |
| XELXcel Energy Inc | Stock | 208,941 | $1,479 萬 | 1.3% | +8,411+4.2% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9,818 | $1,407 萬 | 1.2% | +536+5.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 17,018 | $1,406 萬 | 1.2% | +1,450+9.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 237,393 | $1,389 萬 | 1.2% | +8,629+3.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 131,661 | $1,374 萬 | 1.2% | −6,405−4.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 20,157 | $1,336 萬 | 1.2% | +4,573+29.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 372,774 | $1,249 萬 | 1.1% | −9,938−2.6% | 減碼 | – |
| NEENextera Energy Inc | Stock | 169,869 | $1,204 萬 | 1.0% | +12,395+7.9% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 45,679 | $1,161 萬 | 1.0% | −11,002−19.4% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 14,111 | $1,151 萬 | 1.0% | +1,021+7.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 41,582 | $1,130 萬 | 1.0% | −7,801−15.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 114,034 | $1,128 萬 | 1.0% | −32,248−22.0% | 減碼 | – |
| VICIVici Properties Inc. | COM | 330,800 | $1,079 萬 | 0.9% | +330,800 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 71,809 | $1,077 萬 | 0.9% | +11,189+18.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 48,064 | $958.8 萬 | 0.8% | +45,931+2,153.4% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 82,068 | $928.4 萬 | 0.8% | +82,068 | 新進 | – |
| GPCGenuine Parts Co | Stock | 74,749 | $890.6 萬 | 0.8% | +26,147+53.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 146,395 | $674.4 萬 | 0.6% | −16,783−10.3% | 減碼 | – |
| BACBank of America Corp | Stock | 139,547 | $582.3 萬 | 0.5% | −535,705−79.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 18,426 | $575.6 萬 | 0.5% | −1,268−6.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 47,135 | $385.0 萬 | 0.3% | +14,158+42.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 51,937 | $372.0 萬 | 0.3% | −2,723−5.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,211 | $344.4 萬 | 0.3% | −470−2.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 11,228 | $343.0 萬 | 0.3% | −239−2.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,316 | $316.5 萬 | 0.3% | −120−0.7% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 17,546 | $315.3 萬 | 0.3% | −135−0.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 23,529 | $311.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ADCAgree Realty Corp | COM | 38,065 | $293.8 萬 | 0.3% | −73−0.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,217 | $233.0 萬 | 0.2% | −232−4.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,221 | $225.0 萬 | 0.2% | −797−9.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,596 | $207.1 萬 | 0.2% | −430−1.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,634 | $203.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,712 | $202.8 萬 | 0.2% | +3,420+22.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,144 | $201.4 萬 | 0.2% | −459−3.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,639 | $195.5 萬 | 0.2% | +226+1.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,179 | $193.6 萬 | 0.2% | −20,801−65.0% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 36,828 | $186.5 萬 | 0.2% | +13,099+55.2% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 69,215 | $185.6 萬 | 0.2% | +69,215 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,203 | $178.2 萬 | 0.2% | −2,901−19.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,246 | $172.9 萬 | 0.1% | −76−2.3% | 減碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 11,718 | $168.7 萬 | 0.1% | +1,112+10.5% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 17,325 | $167.1 萬 | 0.1% | −486−2.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,344 | $166.1 萬 | 0.1% | −1,801−5.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 6,959 | $164.8 萬 | 0.1% | −98−1.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,945 | $164.0 萬 | 0.1% | −668−7.8% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,023 | $155.0 萬 | 0.1% | +83+0.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 4,378 | $144.4 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,069 | $143.5 萬 | 0.1% | −407−3.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 3,707 | $138.0 萬 | 0.1% | +28+0.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,578 | $137.2 萬 | 0.1% | +163+4.8% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,404 | $123.3 萬 | 0.1% | −7,956−45.8% | 減碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 28,800 | $113.7 萬 | 0.1% | +1,673+6.2% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 67,645 | $112.5 萬 | 0.1% | +2,389+3.7% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,041 | $104.1 萬 | 0.1% | −9−0.1% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 6,653 | $102.2 萬 | 0.1% | −1,749−20.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,856 | $95.9 萬 | 0.1% | +70+1.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,163 | $92.4 萬 | 0.1% | −402−2.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 3,127 | $90.1 萬 | 0.1% | −112−3.5% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 24,793 | $81.8 萬 | 0.1% | +61+0.2% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 4,214 | $79.3 萬 | 0.1% | −7,192−63.1% | 減碼 | – |
| AONAon plc | CL A | 1,986 | $79.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 14,854 | $75.5 萬 | 0.1% | +14,854 | 新進 | – |
| DEDeere & Co | Stock | 1,553 | $72.9 萬 | 0.1% | −26−1.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,376 | $70.2 萬 | 0.1% | −181−1.6% | 減碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 16,929 | $67.2 萬 | 0.1% | −32,727−65.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,837 | $66.3 萬 | 0.1% | −9−0.5% | 減碼 | – |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 15,519 | $65.2 萬 | 0.1% | −36,525−70.2% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 5,944 | $64.9 萬 | 0.1% | −252−4.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,620 | $61.8 萬 | 0.1% | −982−14.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,666 | $61.8 萬 | 0.1% | −12−0.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,062 | $61.2 萬 | 0.1% | +215+25.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,907 | $59.8 萬 | 0.1% | 00.0% | 不變 | – |
| CMAComerica Inc | COM | 10,042 | $59.3 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,301 | $57.1 萬 | <0.1% | −395−14.7% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 46,610 | $249.0 萬 | 0.2% | – |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 24,786 | $213.9 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 62,577 | $183.4 萬 | 0.2% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,521 | $103.2 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,505 | $61.2 萬 | 0.1% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,577 | $50.1 萬 | <0.1% | – |
| ORCLOracle Corp | Stock | 1,386 | $23.1 萬 | <0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 593 | $21.9 萬 | <0.1% | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 2,198 | $21.1 萬 | <0.1% | – |
| SBUXStarbucks Corp | Stock | 2,285 | $20.9 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 325 | $20.4 萬 | <0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 385 | $20.1 萬 | <0.1% | 歷史 |