Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 144 檔
- 估計 +$1.12 億
- 加碼
- 358 檔
- 估計 +$3.36 億
- 減碼
- 139 檔
- 估計 −$2.05 億
- 清倉
- 36 檔
- 估計 −$1,775 萬
總值從 $13.2 億變成 $16.2 億（+$2.98 億 (+22.6%)），持股從 561 檔變成 669 檔（+108）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 180,197183,118 | −2,921−1.6% | $7,714 萬$7,258 萬 | −$125.0 萬 | 4.8%5.5% | −0.73 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 350,543315,612 | +34,931+11.1% | $4,819 萬$4,149 萬 | +$480.2 萬 | 3.0%3.1% | −0.16 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 877,798800,353 | +77,445+9.7% | $4,522 萬$3,931 萬 | +$399.0 萬 | 2.8%3.0% | −0.18 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 146,844137,507 | +9,337+6.8% | $4,212 萬$3,535 萬 | +$267.8 萬 | 2.6%2.7% | −0.07 |
| J P Morgan Exchange-Traded F46641Q209 | 減碼– | 673,914692,201 | −18,287−2.6% | $4,209 萬$4,223 萬 | −$114.2 萬 | 2.6%3.2% | −0.60 |
| iShares Tr46435G425 | 加碼– | 373,44532,387 | +341,058+1,053.1% | $3,677 萬$294.3 萬 | +$3,358 萬 | 2.3%0.2% | +2.05 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 324,933711,445 | −386,512−54.3% | $3,605 萬$7,788 萬 | −$4,289 萬 | 2.2%5.9% | −3.67 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 387,056356,910 | +30,146+8.4% | $3,180 萬$2,934 萬 | +$247.7 萬 | 2.0%2.2% | −0.26 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 1,132,081105,687 | +1,026,394+971.2% | $3,011 萬$276.8 萬 | +$2,730 萬 | 1.9%0.2% | +1.65 |
| iShares Tr46434V613 | 加碼– | 561,29450,649 | +510,645+1,008.2% | $3,002 萬$267.2 萬 | +$2,731 萬 | 1.9%0.2% | +1.65 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 287,719470,558 | −182,839−38.9% | $2,527 萬$3,896 萬 | −$1,606 萬 | 1.6%2.9% | −1.39 |
| Vanguard World FD921910873 | 加碼– | 153,912128,092 | +25,820+20.2% | $2,345 萬$1,796 萬 | +$393.3 萬 | 1.4%1.4% | +0.09 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 加碼– | 434,47981,533 | +352,946+432.9% | $2,205 萬$413.8 萬 | +$1,791 萬 | 1.4%0.3% | +1.05 |
| AAPLApple Inc. | 減碼歷史 | 156,414162,996 | −6,582−4.0% | $2,142 萬$1,991 萬 | −$90.1 萬 | 1.3%1.5% | −0.18 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 485,747398,616 | +87,131+21.9% | $2,073 萬$1,556 萬 | +$371.8 萬 | 1.3%1.2% | +0.10 |
| MSFTMicrosoft Corp | 加碼歷史 | 74,11073,831 | +279+0.4% | $2,008 萬$1,741 萬 | +$7.56 萬 | 1.2%1.3% | −0.08 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 306,219288,259 | +17,960+6.2% | $1,749 萬$1,647 萬 | +$102.6 萬 | 1.1%1.2% | −0.17 |
| J P Morgan Exchange Traded F46641Q241 | 新進– | 305,0510 | +305,051 | $1,661 萬$0 | +$1,661 萬 | 1.0%0.0% | +1.03 |
| iShares Tr464288588 | 加碼– | 143,35982,581 | +60,778+73.6% | $1,552 萬$895.3 萬 | +$657.8 萬 | 1.0%0.7% | +0.28 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 35,82919,526 | +16,303+83.5% | $1,540 萬$776.7 萬 | +$700.9 萬 | 1.0%0.6% | +0.36 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 582,748438,045 | +144,703+33.0% | $1,532 萬$1,133 萬 | +$380.3 萬 | 0.9%0.9% | +0.09 |
| J P Morgan Exchange-Traded F46641Q407 | 減碼– | 152,441161,417 | −8,976−5.6% | $1,475 萬$1,474 萬 | −$86.8 萬 | 0.9%1.1% | −0.20 |
| iShares Tr464288885 | 加碼– | 137,29340,219 | +97,074+241.4% | $1,473 萬$404.0 萬 | +$1,041 萬 | 0.9%0.3% | +0.60 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 199,979202,112 | −2,133−1.1% | $1,472 萬$1,398 萬 | −$15.7 萬 | 0.9%1.1% | −0.15 |
| Advisorshares Tr00768Y768 | 新進– | 358,7200 | +358,720 | $1,429 萬$0 | +$1,429 萬 | 0.9%0.0% | +0.88 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 283,22015,717 | +267,503+1,702.0% | $1,425 萬$73.2 萬 | +$1,346 萬 | 0.9%0.1% | +0.82 |
| Invesco Exch TRD SLF Idx FD46138J619 | 減碼– | 300,406963,245 | −662,839−68.8% | $1,405 萬$4,249 萬 | −$3,100 萬 | 0.9%3.2% | −2.35 |
| iShares Inc46434G863 | 加碼– | 300,88622,953 | +277,933+1,210.9% | $1,359 萬$99.4 萬 | +$1,255 萬 | 0.8%0.1% | +0.76 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 227,396214,053 | +13,343+6.2% | $1,235 萬$1,114 萬 | +$72.5 萬 | 0.8%0.8% | −0.08 |
| iShares Tr46432F388 | 加碼– | 112,3379,645 | +102,692+1,064.7% | $1,180 萬$98.8 萬 | +$1,079 萬 | 0.7%0.1% | +0.65 |
| SPDR Series Trust78464A805 | 加碼– | 209,152197,822 | +11,330+5.7% | $1,108 萬$973.1 萬 | +$60.0 萬 | 0.7%0.7% | −0.05 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 251,67066,527 | +185,143+278.3% | $1,106 萬$281.2 萬 | +$813.5 萬 | 0.7%0.2% | +0.47 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 188,620143,537 | +45,083+31.4% | $1,073 萬$809.7 萬 | +$256.4 萬 | 0.7%0.6% | +0.05 |
| Vanguard Real Estate ETF922908553 | 加碼– | 99,94193,031 | +6,910+7.4% | $1,017 萬$854.6 萬 | +$70.3 萬 | 0.6%0.6% | −0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 108,872100,167 | +8,705+8.7% | $979.4 萬$888.8 萬 | +$78.3 萬 | 0.6%0.7% | −0.07 |
| Schwab US Tips ETF808524870 | 加碼– | 150,413102,618 | +47,795+46.6% | $940.3 萬$627.6 萬 | +$298.8 萬 | 0.6%0.5% | +0.11 |
| Goldman Sachs ETF Tr381430602 | 減碼– | 138,726377,296 | −238,570−63.2% | $901.9 萬$2,354 萬 | −$1,551 萬 | 0.6%1.8% | −1.22 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 減碼– | 167,619170,125 | −2,506−1.5% | $894.5 萬$908.0 萬 | −$13.4 萬 | 0.6%0.7% | −0.13 |
| Timothy Plan887432334 | 加碼– | 306,541261,636 | +44,905+17.2% | $891.1 萬$727.7 萬 | +$130.5 萬 | 0.6%0.6% | 0.00 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 新進– | 256,9420 | +256,942 | $886.4 萬$0 | +$886.4 萬 | 0.5%0.0% | +0.55 |
| iShares Tr46435G474 | 加碼– | 289,019116,907 | +172,112+147.2% | $865.9 萬$341.8 萬 | +$515.6 萬 | 0.5%0.3% | +0.28 |
| Schwab International Equity ETF808524805 | 加碼– | 218,168180,293 | +37,875+21.0% | $860.7 萬$678.3 萬 | +$149.4 萬 | 0.5%0.5% | +0.02 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 24,20817,358 | +6,850+39.5% | $858.0 萬$553.9 萬 | +$242.8 萬 | 0.5%0.4% | +0.11 |
| AMZNAmazon Com Inc | 減碼歷史 | 2,4683,027 | −559−18.5% | $848.9 萬$936.4 萬 | −$192.3 萬 | 0.5%0.7% | −0.18 |
| Goldman Sachs ETF Tr381430503 | 加碼– | 97,81181,053 | +16,758+20.7% | $841.4 萬$641.3 萬 | +$144.2 萬 | 0.5%0.5% | +0.03 |
| Timothy Plan887432326 | 加碼– | 267,441235,214 | +32,227+13.7% | $798.8 萬$680.9 萬 | +$96.3 萬 | 0.5%0.5% | −0.02 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 47,80838,504 | +9,304+24.2% | $740.0 萬$566.3 萬 | +$144.0 萬 | 0.5%0.4% | +0.03 |
| SPDR Series Trust78468R101 | 加碼– | 238,461179,246 | +59,215+33.0% | $730.6 萬$549.5 萬 | +$181.4 萬 | 0.5%0.4% | +0.04 |
| Schwab Strategic Tr808524862 | 加碼– | 136,35997,888 | +38,471+39.3% | $698.4 萬$502.2 萬 | +$197.0 萬 | 0.4%0.4% | +0.05 |
| METAMeta Platforms, Inc. | 加碼歷史 | 19,20317,930 | +1,273+7.1% | $667.7 萬$528.1 萬 | +$44.3 萬 | 0.4%0.4% | +0.01 |
| Vanguard BD Index FDS921937793 | 加碼– | 62,77558,555 | +4,220+7.2% | $646.8 萬$574.7 萬 | +$43.5 萬 | 0.4%0.4% | −0.04 |
| HDHome Depot, Inc. | 加碼歷史 | 19,64917,323 | +2,326+13.4% | $626.6 萬$528.7 萬 | +$74.2 萬 | 0.4%0.4% | −0.01 |
| Kraneshares Tr500767736 | 加碼– | 226,645170,183 | +56,462+33.2% | $626.0 萬$486.3 萬 | +$155.9 萬 | 0.4%0.4% | +0.02 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 加碼– | 35,93710,093 | +25,844+256.1% | $623.2 萬$162.4 萬 | +$448.2 萬 | 0.4%0.1% | +0.26 |
| iShares Tr464287796 | 新進– | 213,0670 | +213,067 | $619.8 萬$0 | +$619.8 萬 | 0.4%0.0% | +0.38 |
| iShares Tr464287333 | 新進– | 79,4990 | +79,499 | $617.0 萬$0 | +$617.0 萬 | 0.4%0.0% | +0.38 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 38,72338,289 | +434+1.1% | $602.3 萬$582.8 萬 | +$6.75 萬 | 0.4%0.4% | −0.07 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 58,58857,170 | +1,418+2.5% | $597.4 萬$582.6 萬 | +$14.5 萬 | 0.4%0.4% | −0.07 |
| Goldman Sachs ETF Tr381430206 | 減碼– | 141,431357,954 | −216,523−60.5% | $577.2 萬$1,414 萬 | −$883.7 萬 | 0.4%1.1% | −0.71 |
| State Street SPDR S&P Biotech ETF78464A870 | 加碼– | 42,41241,696 | +716+1.7% | $574.2 萬$565.6 萬 | +$9.69 萬 | 0.4%0.4% | −0.07 |
| iShares Tr46435U853 | 加碼– | 137,29034,269 | +103,021+300.6% | $572.7 萬$141.2 萬 | +$429.7 萬 | 0.4%0.1% | +0.25 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 182,264107,234 | +75,030+70.0% | $570.5 萬$335.8 萬 | +$234.8 萬 | 0.4%0.3% | +0.10 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 25,02516,198 | +8,827+54.5% | $557.6 萬$334.8 萬 | +$196.7 萬 | 0.3%0.3% | +0.09 |
| NVDANVIDIA Corp | 加碼歷史 | 6,9632,465 | +4,498+182.5% | $557.1 萬$131.6 萬 | +$359.9 萬 | 0.3%0.1% | +0.24 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 18,89710,941 | +7,956+72.7% | $507.9 萬$284.7 萬 | +$213.8 萬 | 0.3%0.2% | +0.10 |
| iShares Tr46435G672 | 減碼– | 89,266213,983 | −124,717−58.3% | $491.9 萬$1,174 萬 | −$687.3 萬 | 0.3%0.9% | −0.58 |
| GOOGAlphabet Inc. | 加碼歷史 | 1,9501,880 | +70+3.7% | $488.8 萬$388.9 萬 | +$17.5 萬 | 0.3%0.3% | +0.01 |
| TMUST-Mobile US, Inc. | 減碼歷史 | 33,66534,708 | −1,043−3.0% | $487.6 萬$434.9 萬 | −$15.1 萬 | 0.3%0.3% | −0.03 |
| J P Morgan Exchange Traded F46641Q878 | 加碼– | 92,45886,737 | +5,721+6.6% | $483.7 萬$447.1 萬 | +$29.9 萬 | 0.3%0.3% | −0.04 |
| Dimensional ETF Trust25434V104 | 加碼– | 158,840156,440 | +2,400+1.5% | $479.9 萬$440.8 萬 | +$7.25 萬 | 0.3%0.3% | −0.04 |
| iShares Tr464287291 | 加碼– | 14,1622,483 | +11,679+470.4% | $478.0 萬$76.4 萬 | +$394.2 萬 | 0.3%0.1% | +0.24 |
| Global X FDS37954Y814 | 加碼– | 97,17981,925 | +15,254+18.6% | $463.3 萬$361.6 萬 | +$72.7 萬 | 0.3%0.3% | +0.01 |
| TGTTarget Corp | 加碼歷史 | 18,78315,189 | +3,594+23.7% | $454.1 萬$300.8 萬 | +$86.9 萬 | 0.3%0.2% | +0.05 |
| JNJJohnson & Johnson | 加碼歷史 | 27,34625,518 | +1,828+7.2% | $450.5 萬$419.3 萬 | +$30.1 萬 | 0.3%0.3% | −0.04 |
| Global X FDS37950E416 | 加碼– | 61,90451,717 | +10,187+19.7% | $448.1 萬$345.0 萬 | +$73.7 萬 | 0.3%0.3% | +0.02 |
| Ssga Active Tr78470P309 | 減碼– | 87,444226,326 | −138,882−61.4% | $446.3 萬$1,138 萬 | −$708.8 萬 | 0.3%0.9% | −0.59 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 48,69638,576 | +10,120+26.2% | $445.4 萬$353.0 萬 | +$92.6 萬 | 0.3%0.3% | +0.01 |
| iShares Tr46434V407 | 加碼– | 95,0029,361 | +85,641+914.9% | $437.6 萬$42.9 萬 | +$394.5 萬 | 0.3%<0.1% | +0.24 |
| GOOGLAlphabet Inc. | 減碼歷史 | 1,7882,022 | −234−11.6% | $436.6 萬$417.0 萬 | −$57.1 萬 | 0.3%0.3% | −0.05 |
| NXHNeighborhood Intelligence, Inc. | 加碼歷史 | 47,30847,258 | +50+0.1% | $436.2 萬$313.1 萬 | +$4,610.21 | 0.3%0.2% | +0.03 |
| Invesco Actively Managed Exc46090A101 | 減碼– | 41,985100,825 | −58,840−58.4% | $434.7 萬$943.1 萬 | −$609.2 萬 | 0.3%0.7% | −0.45 |
| Fidelity Covington Trust316092618 | 減碼– | 76,614177,143 | −100,529−56.8% | $428.8 萬$976.7 萬 | −$562.6 萬 | 0.3%0.7% | −0.47 |
| PEPPepsiCo Inc | 加碼歷史 | 28,09327,478 | +615+2.2% | $416.3 萬$388.6 萬 | +$9.11 萬 | 0.3%0.3% | −0.04 |
| Global X FDS37950E408 | 加碼– | 109,53794,825 | +14,712+15.5% | $387.5 萬$317.4 萬 | +$52.0 萬 | 0.2%0.2% | 0.00 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 192,866472,149 | −279,283−59.2% | $387.4 萬$813.8 萬 | −$561.0 萬 | 0.2%0.6% | −0.38 |
| DISWalt Disney Co | 減碼歷史 | 21,07926,392 | −5,313−20.1% | $370.5 萬$487.0 萬 | −$93.4 萬 | 0.2%0.4% | −0.14 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 9,2527,970 | +1,282+16.1% | $370.5 萬$296.5 萬 | +$51.3 萬 | 0.2%0.2% | 0.00 |
| J P Morgan Exchange Traded F46641Q845 | 減碼– | 83,439244,268 | −160,829−65.8% | $370.3 萬$1,034 萬 | −$713.8 萬 | 0.2%0.8% | −0.55 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 24,98323,247 | +1,736+7.5% | $368.9 萬$308.7 萬 | +$25.6 萬 | 0.2%0.2% | −0.01 |
| iShares U.S. Medical Devices ETF464288810 | 加碼– | 10,1755,602 | +4,573+81.6% | $367.4 萬$185.1 萬 | +$165.1 萬 | 0.2%0.1% | +0.09 |
| Schwab Emerging Markets Equity ETF808524706 | 加碼– | 111,61591,328 | +20,287+22.2% | $367.0 萬$290.2 萬 | +$66.7 萬 | 0.2%0.2% | +0.01 |
| Global X FDS37954Y442 | 加碼– | 123,451103,877 | +19,574+18.8% | $352.4 萬$267.4 萬 | +$55.9 萬 | 0.2%0.2% | +0.02 |
| TAT&T Inc. | 加碼歷史 | 121,94486,740 | +35,204+40.6% | $351.0 萬$262.6 萬 | +$101.3 萬 | 0.2%0.2% | +0.02 |
| J P Morgan Exchange Traded F46641Q308 | 減碼– | 57,429139,805 | −82,376−58.9% | $340.4 萬$790.8 萬 | −$488.3 萬 | 0.2%0.6% | −0.39 |
| iShares Russell 2000 ETF464287655 | 加碼– | 14,77913,413 | +1,366+10.2% | $339.0 萬$296.3 萬 | +$31.3 萬 | 0.2%0.2% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 42,70041,985 | +715+1.7% | $336.8 萬$318.5 萬 | +$5.64 萬 | 0.2%0.2% | −0.03 |
| MAMastercard Inc | 加碼歷史 | 9,1747,340 | +1,834+25.0% | $334.9 萬$261.4 萬 | +$67.0 萬 | 0.2%0.2% | +0.01 |
| Global X FDS37954Y764 | 加碼– | 76,17167,074 | +9,097+13.6% | $329.8 萬$269.1 萬 | +$39.4 萬 | 0.2%0.2% | 0.00 |
| ADBEAdobe Inc. | 加碼歷史 | 5,5343,997 | +1,537+38.5% | $324.1 萬$190.0 萬 | +$90.0 萬 | 0.2%0.1% | +0.06 |
| iShares Tips Bond ETF464287176 | 加碼– | 25,17217,021 | +8,151+47.9% | $322.2 萬$213.6 萬 | +$104.3 萬 | 0.2%0.2% | +0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。