Blue Chip Partners, Inc.
- SEC CIK
- 0001632801
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 164
- 較 2025 年第 2 季 +2
- 總值
- $13.4 億
- 較 2025 年第 2 季 +$1.10 億 (+8.9%)
| 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 | 2,727,917 | $1.26 億 | 9.4% | +91,723+3.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 172,255 | $5,683 萬 | 4.2% | −41,599−19.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 223,024 | $5,679 萬 | 4.2% | +585+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 100,210 | $5,190 萬 | 3.9% | −660−0.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 151,880 | $4,791 萬 | 3.6% | −1,913−1.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 194,456 | $4,736 萬 | 3.5% | −29,593−13.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 188,981 | $4,376 萬 | 3.3% | +708+0.4% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 1,565,047 | $4,271 萬 | 3.2% | +47,136+3.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 262,989 | $4,180 萬 | 3.1% | −5,870−2.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 376,829 | $3,367 萬 | 2.5% | +8,798+2.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 80,191 | $3,249 萬 | 2.4% | +654+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 141,734 | $3,112 萬 | 2.3% | +1,511+1.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 32,943 | $3,049 萬 | 2.3% | +598+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 88,707 | $3,028 萬 | 2.3% | +87+0.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 25,909 | $3,021 萬 | 2.3% | −363−1.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 128,885 | $2,846 萬 | 2.1% | +2,303+1.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 67,984 | $2,817 萬 | 2.1% | +724+1.1% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 25,836 | $2,787 萬 | 2.1% | +313+1.2% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 257,991 | $2,781 萬 | 2.1% | +108,874+73.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 190,724 | $2,757 萬 | 2.1% | +5,791+3.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 201,876 | $2,704 萬 | 2.0% | +7,147+3.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 154,914 | $2,513 萬 | 1.9% | +5,367+3.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 66,777 | $2,499 萬 | 1.9% | +1,961+3.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 23,979 | $2,321 萬 | 1.7% | +1,478+6.6% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 700,463 | $2,284 萬 | 1.7% | +352,649+101.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 563,009 | $2,141 萬 | 1.6% | +22,506+4.2% | 加碼 | – |
| ROLRollins Inc | COM | 327,282 | $1,922 萬 | 1.4% | +327,282 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 228,418 | $1,917 萬 | 1.4% | +11,821+5.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 26,099 | $1,917 萬 | 1.4% | +24,863+2,011.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 129,160 | $1,890 萬 | 1.4% | −1,562−1.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 23,829 | $1,818 萬 | 1.4% | +3,974+20.0% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 127,510 | $1,803 萬 | 1.3% | +376+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 50,167 | $1,732 萬 | 1.3% | −371−0.7% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 192,703 | $1,729 萬 | 1.3% | +13,639+7.6% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 204,575 | $1,650 萬 | 1.2% | −2,487−1.2% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 241,817 | $1,628 萬 | 1.2% | +3,852+1.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 175,150 | $1,322 萬 | 1.0% | +1,025+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 81,335 | $1,142 萬 | 0.9% | +4,523+5.9% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 109,295 | $1,096 萬 | 0.8% | +1,086+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 144,954 | $672.7 萬 | 0.5% | +1,359+0.9% | 加碼 | – |
| BACBank of America Corp | Stock | 112,082 | $578.2 萬 | 0.4% | −6,109−5.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,944 | $514.9 萬 | 0.4% | −1,330−7.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,046 | $448.6 萬 | 0.3% | +862+3.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 23,976 | $401.2 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,865 | $363.9 萬 | 0.3% | +471+2.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 11,037 | $323.9 萬 | 0.2% | −179−1.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 48,338 | $320.6 萬 | 0.2% | −2,521−5.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,881 | $313.1 萬 | 0.2% | −245−1.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,027 | $307.7 萬 | 0.2% | −258−1.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 15,845 | $291.1 萬 | 0.2% | −1,437−8.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,109 | $273.8 萬 | 0.2% | −75−1.8% | 減碼 | 歷史 |
| ADCAgree Realty Corp | COM | 37,254 | $264.7 萬 | 0.2% | −770−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,272 | $250.1 萬 | 0.2% | +198+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,797 | $239.5 萬 | 0.2% | −239−4.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,208 | $226.4 萬 | 0.2% | −22−0.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,715 | $217.5 萬 | 0.2% | −228−2.9% | 減碼 | – |
| PAGPenske Automotive Group, Inc. | COM | 12,472 | $216.9 萬 | 0.2% | +662+5.6% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,096 | $213.2 萬 | 0.2% | +153+2.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,908 | $210.6 萬 | 0.2% | −83,413−90.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,043 | $203.3 萬 | 0.2% | +152+3.9% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 17,689 | $200.0 萬 | 0.1% | +79+0.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,620 | $192.0 萬 | 0.1% | +1,438+11.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 6,446 | $181.9 萬 | 0.1% | −88−1.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,692 | $176.2 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,287 | $172.4 萬 | 0.1% | +2,048+15.5% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 29,002 | $156.2 萬 | 0.1% | −1,635−5.3% | 減碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 87,078 | $148.1 萬 | 0.1% | +18,425+26.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,608 | $144.3 萬 | 0.1% | −581−7.1% | 減碼 | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 36,758 | $144.3 萬 | 0.1% | +7,549+25.8% | 加碼 | – |
| SYKStryker Corp | Stock | 3,660 | $135.3 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 25,835 | $131.1 萬 | 0.1% | −2,241−8.0% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 6,117 | $128.0 萬 | 0.1% | +10+0.2% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 3,613 | $127.4 萬 | 0.1% | −588−14.0% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,857 | $121.2 萬 | 0.1% | −658−7.7% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,169 | $113.7 萬 | 0.1% | −1,982−19.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,747 | $112.8 萬 | 0.1% | +3,392+20.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,955 | $111.6 萬 | 0.1% | +40+1.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,679 | $102.8 萬 | 0.1% | −488−22.5% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 10,196 | $99.9 萬 | 0.1% | +2,056+25.3% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 24,936 | $96.2 萬 | 0.1% | +68+0.3% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 3,448 | $93.5 萬 | 0.1% | +7+0.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,555 | $89.9 萬 | 0.1% | +483+9.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,850 | $86.7 萬 | 0.1% | −142−7.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,914 | $85.6 萬 | 0.1% | +1,477+338.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,986 | $83.0 萬 | 0.1% | −363−6.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,856 | $82.5 萬 | 0.1% | +57+3.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,886 | $81.3 萬 | 0.1% | +167+1.4% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 12,813 | $79.6 萬 | 0.1% | +1,643+14.7% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 13,526 | $77.8 萬 | 0.1% | +1,825+15.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 10,483 | $76.3 萬 | 0.1% | +108+1.0% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 17,060 | $75.4 萬 | 0.1% | −11−0.1% | 減碼 | – |
| AONAon plc | CL A | 2,100 | $74.9 萬 | 0.1% | +95+4.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,517 | $72.8 萬 | 0.1% | −241−13.7% | 減碼 | – |
| REVGREV Group, Inc. | COM | 12,603 | $71.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,529 | $69.9 萬 | 0.1% | −45−2.9% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 10,054 | $68.9 萬 | 0.1% | +6+0.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,682 | $67.3 萬 | 0.1% | −547−8.8% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 5,945 | $66.9 萬 | 0.1% | +67+1.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,427 | $64.8 萬 | <0.1% | −197−2.6% | 減碼 | – |
| CMICummins Inc | Stock | 1,506 | $63.6 萬 | <0.1% | +10+0.7% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（7 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 14,607 | $1,162 萬 | 0.9% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,175 | $33.5 萬 | <0.1% | – |
| OKEONEOK Inc | COM | 2,697 | $22.0 萬 | <0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 417 | $22.0 萬 | <0.1% | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 779 | $20.8 萬 | <0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 9,303 | $20.4 萬 | <0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,376 | $20.0 萬 | <0.1% | 歷史 |