Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 162
- 較 2025 年第 1 季 +2
- 總值
- $12.3 億
- 較 2025 年第 1 季 +$6,780 萬 (+5.8%)
| 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 | 2,636,194 | $1.21 億 | 9.8% | +56,883+2.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 213,854 | $5,895 萬 | 4.8% | −6,388−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 100,870 | $5,017 萬 | 4.1% | +1,591+1.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 222,439 | $4,564 萬 | 3.7% | +5,155+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 153,793 | $4,459 萬 | 3.6% | −14,087−8.4% | 減碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 1,517,911 | $4,051 萬 | 3.3% | +1,448,696+2,093.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 224,049 | $3,974 萬 | 3.2% | +521+0.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 268,859 | $3,787 萬 | 3.1% | −8,375−3.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 188,273 | $3,495 萬 | 2.8% | +2,975+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,345 | $3,202 萬 | 2.6% | −566−1.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 88,620 | $3,146 萬 | 2.6% | −3,512−3.8% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 368,031 | $3,121 萬 | 2.5% | +12,021+3.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 140,223 | $3,076 萬 | 2.5% | +4,735+3.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 79,537 | $2,916 萬 | 2.4% | +1,914+2.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 126,582 | $2,896 萬 | 2.4% | +669+0.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 26,272 | $2,757 萬 | 2.2% | +78+0.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 149,547 | $2,724 萬 | 2.2% | −43,240−22.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 194,729 | $2,649 萬 | 2.2% | +3,706+1.9% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 67,260 | $2,543 萬 | 2.1% | +21,581+47.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 64,816 | $2,314 萬 | 1.9% | +23,234+55.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 25,523 | $2,286 萬 | 1.9% | +1,857+7.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 184,933 | $2,284 萬 | 1.9% | +6,664+3.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 92,321 | $2,124 萬 | 1.7% | +4,615+5.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 130,722 | $2,039 萬 | 1.7% | +4,589+3.6% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 540,503 | $1,907 萬 | 1.6% | +167,729+45.0% | 加碼 | – |
| ASMLASML Holding NV | ADR | 22,501 | $1,803 萬 | 1.5% | +2,344+11.6% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 179,064 | $1,766 萬 | 1.4% | +47,403+36.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 216,597 | $1,715 萬 | 1.4% | +26,140+13.7% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 127,134 | $1,684 萬 | 1.4% | +288+0.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50,538 | $1,577 萬 | 1.3% | −4,178−7.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,855 | $1,548 萬 | 1.3% | +2,837+16.7% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 237,965 | $1,491 萬 | 1.2% | +572+0.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 207,062 | $1,410 萬 | 1.1% | −1,879−0.9% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 149,117 | $1,344 萬 | 1.1% | +1,847+1.3% | 加碼依 15 比 1 拆股換算 | 歷史 |
| NEENextera Energy Inc | Stock | 174,125 | $1,209 萬 | 1.0% | +4,256+2.5% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 14,607 | $1,162 萬 | 0.9% | +496+3.5% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 347,814 | $1,134 萬 | 0.9% | +17,014+5.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 108,209 | $1,073 萬 | 0.9% | −5,825−5.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 76,812 | $1,014 萬 | 0.8% | +5,003+7.0% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 79,867 | $968.9 萬 | 0.8% | +5,118+6.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 143,595 | $665.1 萬 | 0.5% | −2,800−1.9% | 減碼 | – |
| BACBank of America Corp | Stock | 118,191 | $559.3 萬 | 0.5% | −21,356−15.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 18,274 | $533.9 萬 | 0.4% | −152−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,184 | $366.3 萬 | 0.3% | +4,472+23.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 50,859 | $359.8 萬 | 0.3% | −1,078−2.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 17,282 | $358.8 萬 | 0.3% | −264−1.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 23,973 | $350.1 萬 | 0.3% | +444+1.9% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 11,216 | $345.9 萬 | 0.3% | −12−0.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,394 | $335.5 萬 | 0.3% | +78+0.5% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 20,285 | $323.2 萬 | 0.3% | +74+0.4% | 加碼 | 歷史 |
| ADCAgree Realty Corp | COM | 38,024 | $277.8 萬 | 0.2% | −41−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,184 | $258.5 萬 | 0.2% | +550+15.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,074 | $235.4 萬 | 0.2% | +478+2.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,036 | $233.2 萬 | 0.2% | −181−3.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,126 | $231.3 萬 | 0.2% | +487+3.9% | 加碼 | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 11,810 | $202.9 萬 | 0.2% | +92+0.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,943 | $201.1 萬 | 0.2% | −20.0% | 減碼 | – |
| DTMDT Midstream, Inc. | COMMON STOCK | 17,610 | $193.5 萬 | 0.2% | +285+1.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,891 | $189.0 萬 | 0.2% | +645+19.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,230 | $186.8 萬 | 0.2% | +86+0.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,534 | $182.4 萬 | 0.1% | −687−9.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 6,943 | $177.7 萬 | 0.1% | −16−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,201 | $162.5 萬 | 0.1% | +623+17.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 12,182 | $162.4 萬 | 0.1% | +159+1.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 30,637 | $160.4 萬 | 0.1% | −2,707−8.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,189 | $148.8 萬 | 0.1% | −2,990−26.7% | 減碼 | – |
| SYKStryker Corp | Stock | 3,645 | $144.2 萬 | 0.1% | −62−1.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,694 | $143.4 萬 | 0.1% | −684−15.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,239 | $142.7 萬 | 0.1% | +1,170+9.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 28,076 | $142.3 萬 | 0.1% | −8,752−23.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,151 | $136.8 萬 | 0.1% | −2,052−16.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,515 | $125.6 萬 | 0.1% | −889−9.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,167 | $123.1 萬 | 0.1% | +2,167 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,107 | $117.7 萬 | 0.1% | +66+1.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,915 | $115.4 萬 | 0.1% | +59+1.5% | 加碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 68,653 | $114.8 萬 | 0.1% | +1,008+1.5% | 加碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 29,209 | $113.7 萬 | 0.1% | +409+1.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,355 | $93.0 萬 | 0.1% | +192+1.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,236 | $91.2 萬 | 0.1% | +174+16.4% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 24,868 | $89.1 萬 | 0.1% | +75+0.3% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 5,349 | $85.2 萬 | 0.1% | −1,304−19.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,992 | $84.6 萬 | 0.1% | +155+8.4% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 3,441 | $82.1 萬 | 0.1% | −773−18.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 11,719 | $81.3 萬 | 0.1% | +343+3.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,574 | $80.1 萬 | 0.1% | +21+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,758 | $77.1 萬 | 0.1% | +92+5.5% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 8,140 | $75.9 萬 | 0.1% | +4,315+112.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,339 | $73.8 萬 | 0.1% | +574+75.0% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 17,071 | $73.8 萬 | 0.1% | +142+0.8% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,072 | $72.0 萬 | 0.1% | +1,904+60.1% | 加碼 | 歷史 |
| AONAon plc | CL A | 2,005 | $71.5 萬 | 0.1% | +19+1.0% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,229 | $67.6 萬 | 0.1% | +1,104+21.5% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 10,375 | $64.7 萬 | 0.1% | +4,710+83.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,624 | $63.6 萬 | 0.1% | −283−3.6% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 5,878 | $61.0 萬 | <0.1% | −66−1.1% | 減碼 | 歷史 |
| REVGREV Group, Inc. | COM | 12,603 | $60.0 萬 | <0.1% | −2,986−19.2% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 10,048 | $59.9 萬 | <0.1% | +6+0.1% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 11,170 | $59.5 萬 | <0.1% | +1,099+10.9% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 54,173 | $58.8 萬 | <0.1% | +3,954+7.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,799 | $57.1 萬 | <0.1% | +248+16.0% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（10 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 316,474 | $1,570 萬 | 1.4% | – |
| iShares Russell 2000 ETF464287655 | ETF | 48,064 | $958.8 萬 | 0.8% | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 82,068 | $928.4 萬 | 0.8% | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 14,854 | $75.5 萬 | 0.1% | – |
| Vanguard Energy ETF92204A306 | ETF | 3,078 | $39.9 萬 | <0.1% | – |
| MOAltria Group, Inc. | Stock | 4,242 | $25.5 萬 | <0.1% | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 5,910 | $22.3 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V365 | S&P500 EQL ENR | 2,711 | $22.2 萬 | <0.1% | – |
| DOWDow Inc. | Stock | 6,297 | $22.0 萬 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,543 | $5,621 | <0.1% | 歷史 |