Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2021 年第 2 季到 2021 年第 3 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
- 80 檔
- 估計 +$4,271 萬
- 加碼
- 366 檔
- 估計 +$1.67 億
- 減碼
- 218 檔
- 估計 −$9,696 萬
- 清倉
- 62 檔
- 估計 −$3,077 萬
總值從 $16.2 億變成 $16.9 億（+$6,975 萬 (+4.3%)），持股從 669 檔變成 687 檔（+18）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 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 | 加碼歷史 | 184,735180,197 | +4,538+2.5% | $7,933 萬$7,714 萬 | +$194.9 萬 | 4.7%4.8% | −0.07 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 359,395350,543 | +8,852+2.5% | $4,896 萬$4,819 萬 | +$120.6 萬 | 2.9%3.0% | −0.08 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 921,066877,798 | +43,268+4.9% | $4,666 萬$4,522 萬 | +$219.2 萬 | 2.8%2.8% | −0.03 |
| iShares Tr46435G425 | 加碼– | 461,564373,445 | +88,119+23.6% | $4,560 萬$3,677 萬 | +$870.5 萬 | 2.7%2.3% | +0.43 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 145,653146,844 | −1,191−0.8% | $4,256 萬$4,212 萬 | −$34.8 萬 | 2.5%2.6% | −0.08 |
| J P Morgan Exchange-Traded F46641Q209 | 減碼– | 651,877673,914 | −22,037−3.3% | $3,942 萬$4,209 萬 | −$133.2 萬 | 2.3%2.6% | −0.27 |
| iShares Tr46434V613 | 加碼– | 737,981561,294 | +176,687+31.5% | $3,941 萬$3,002 萬 | +$943.4 萬 | 2.3%1.9% | +0.48 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 417,481387,056 | +30,425+7.9% | $3,426 萬$3,180 萬 | +$249.6 萬 | 2.0%2.0% | +0.06 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 274,157324,933 | −50,776−15.6% | $3,017 萬$3,605 萬 | −$558.8 萬 | 1.8%2.2% | −0.44 |
| iShares U.S. Treasury Bond ETF46429B267 | 減碼– | 1,020,3081,132,081 | −111,773−9.9% | $2,713 萬$3,011 萬 | −$297.2 萬 | 1.6%1.9% | −0.25 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 273,185287,719 | −14,534−5.1% | $2,389 萬$2,527 萬 | −$127.1 萬 | 1.4%1.6% | −0.15 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 559,450485,747 | +73,703+15.2% | $2,378 萬$2,073 萬 | +$313.3 萬 | 1.4%1.3% | +0.13 |
| Vanguard World FD921910873 | 減碼– | 153,773153,912 | −139−0.1% | $2,343 萬$2,345 萬 | −$2.12 萬 | 1.4%1.4% | −0.06 |
| AAPLApple Inc. | 加碼歷史 | 159,539156,414 | +3,125+2.0% | $2,260 萬$2,142 萬 | +$44.3 萬 | 1.3%1.3% | +0.02 |
| iShares Tr464288885 | 加碼– | 205,207137,293 | +67,914+49.5% | $2,193 萬$1,473 萬 | +$725.9 萬 | 1.3%0.9% | +0.39 |
| MSFTMicrosoft Corp | 加碼歷史 | 76,28774,110 | +2,177+2.9% | $2,150 萬$2,008 萬 | +$61.3 萬 | 1.3%1.2% | +0.03 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 365,491306,219 | +59,272+19.4% | $2,086 萬$1,749 萬 | +$338.4 萬 | 1.2%1.1% | +0.16 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 723,376582,748 | +140,628+24.1% | $1,893 萬$1,532 萬 | +$367.9 萬 | 1.1%0.9% | +0.17 |
| iShares Tr464288588 | 加碼– | 168,280143,359 | +24,921+17.4% | $1,824 萬$1,552 萬 | +$270.0 萬 | 1.1%1.0% | +0.12 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 327,238283,220 | +44,018+15.5% | $1,654 萬$1,425 萬 | +$222.4 萬 | 1.0%0.9% | +0.10 |
| Advisorshares Tr00768Y768 | 加碼– | 399,249358,720 | +40,529+11.3% | $1,582 萬$1,429 萬 | +$160.6 萬 | 0.9%0.9% | +0.05 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 減碼– | 305,661434,479 | −128,818−29.6% | $1,556 萬$2,205 萬 | −$655.6 萬 | 0.9%1.4% | −0.44 |
| iShares Tips Bond ETF464287176 | 加碼– | 120,71025,172 | +95,538+379.5% | $1,544 萬$322.2 萬 | +$1,222 萬 | 0.9%0.2% | +0.72 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 193,670199,979 | −6,309−3.2% | $1,424 萬$1,472 萬 | −$46.4 萬 | 0.8%0.9% | −0.07 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 310,473251,670 | +58,803+23.4% | $1,327 萬$1,106 萬 | +$251.2 萬 | 0.8%0.7% | +0.10 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 258,861227,396 | +31,465+13.8% | $1,298 萬$1,235 萬 | +$157.7 萬 | 0.8%0.8% | +0.01 |
| J P Morgan Exchange-Traded F46641Q407 | 減碼– | 133,330152,441 | −19,111−12.5% | $1,286 萬$1,475 萬 | −$184.4 萬 | 0.8%0.9% | −0.15 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 219,857188,620 | +31,237+16.6% | $1,248 萬$1,073 萬 | +$177.3 萬 | 0.7%0.7% | +0.08 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 28,50635,829 | −7,323−20.4% | $1,228 萬$1,540 萬 | −$315.5 萬 | 0.7%1.0% | −0.22 |
| iShares Tr46432F388 | 加碼– | 120,384112,337 | +8,047+7.2% | $1,217 萬$1,180 萬 | +$81.3 萬 | 0.7%0.7% | −0.01 |
| J P Morgan Exchange Traded F46641Q241 | 減碼– | 219,913305,051 | −85,138−27.9% | $1,204 萬$1,661 萬 | −$466.2 萬 | 0.7%1.0% | −0.31 |
| Invesco Exch TRD SLF Idx FD46138J619 | 減碼– | 253,523300,406 | −46,883−15.6% | $1,172 萬$1,405 萬 | −$216.7 萬 | 0.7%0.9% | −0.17 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 130,150108,872 | +21,278+19.5% | $1,162 萬$979.4 萬 | +$189.9 萬 | 0.7%0.6% | +0.08 |
| SPDR Series Trust78464A805 | 加碼– | 216,428209,152 | +7,276+3.5% | $1,133 萬$1,108 萬 | +$38.1 萬 | 0.7%0.7% | −0.01 |
| Schwab US Tips ETF808524870 | 加碼– | 177,400150,413 | +26,987+17.9% | $1,111 萬$940.3 萬 | +$169.0 萬 | 0.7%0.6% | +0.08 |
| iShares Tr46435G474 | 加碼– | 360,028289,019 | +71,009+24.6% | $1,087 萬$865.9 萬 | +$214.5 萬 | 0.6%0.5% | +0.11 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 202,470167,619 | +34,851+20.8% | $1,081 萬$894.5 萬 | +$186.1 萬 | 0.6%0.6% | +0.09 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 加碼– | 299,355256,942 | +42,413+16.5% | $1,077 萬$886.4 萬 | +$152.6 萬 | 0.6%0.5% | +0.09 |
| Schwab International Equity ETF808524805 | 加碼– | 277,794218,168 | +59,626+27.3% | $1,075 萬$860.7 萬 | +$230.8 萬 | 0.6%0.5% | +0.10 |
| iShares Inc46434G863 | 減碼– | 253,546300,886 | −47,340−15.7% | $1,052 萬$1,359 萬 | −$196.5 萬 | 0.6%0.8% | −0.22 |
| Vanguard Real Estate ETF922908553 | 減碼– | 99,25099,941 | −691−0.7% | $1,012 萬$1,017 萬 | −$7.05 萬 | 0.6%0.6% | −0.03 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 24,65024,208 | +442+1.8% | $864.8 萬$858.0 萬 | +$15.5 萬 | 0.5%0.5% | −0.02 |
| Timothy Plan887432334 | 減碼– | 301,989306,541 | −4,552−1.5% | $853.8 萬$891.1 萬 | −$12.9 萬 | 0.5%0.6% | −0.04 |
| Schwab Strategic Tr808524862 | 加碼– | 164,950136,359 | +28,591+21.0% | $845.1 萬$698.4 萬 | +$146.5 萬 | 0.5%0.4% | +0.07 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 54,99847,808 | +7,190+15.0% | $843.1 萬$740.0 萬 | +$110.2 萬 | 0.5%0.5% | +0.04 |
| AMZNAmazon Com Inc | 加碼歷史 | 2,5572,468 | +89+3.6% | $840.1 萬$848.9 萬 | +$29.2 萬 | 0.5%0.5% | −0.03 |
| Goldman Sachs ETF Tr381430503 | 減碼– | 97,50397,811 | −308−0.3% | $838.8 萬$841.4 萬 | −$2.65 萬 | 0.5%0.5% | −0.02 |
| iShares Tr464287333 | 加碼– | 106,04779,499 | +26,548+33.4% | $834.5 萬$617.0 萬 | +$208.9 萬 | 0.5%0.4% | +0.11 |
| Timothy Plan887432326 | 加碼– | 280,706267,441 | +13,265+5.0% | $820.7 萬$798.8 萬 | +$38.8 萬 | 0.5%0.5% | −0.01 |
| SPDR Series Trust78468R101 | 加碼– | 264,771238,461 | +26,310+11.0% | $811.0 萬$730.6 萬 | +$80.6 萬 | 0.5%0.5% | +0.03 |
| Vanguard BD Index FDS921937793 | 加碼– | 78,24462,775 | +15,469+24.6% | $802.5 萬$646.8 萬 | +$158.7 萬 | 0.5%0.4% | +0.08 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 248,749182,264 | +66,485+36.5% | $777.3 萬$570.5 萬 | +$207.8 萬 | 0.5%0.4% | +0.11 |
| iShares Tr464287721 | 加碼– | 76,56524,123 | +52,442+217.4% | $776.2 萬$239.8 萬 | +$531.6 萬 | 0.5%0.1% | +0.31 |
| Goldman Sachs ETF Tr381430602 | 減碼– | 114,589138,726 | −24,137−17.4% | $721.2 萬$901.9 萬 | −$151.9 萬 | 0.4%0.6% | −0.13 |
| iShares Tr464287796 | 加碼– | 249,797213,067 | +36,730+17.2% | $708.3 萬$619.8 萬 | +$104.1 萬 | 0.4%0.4% | +0.04 |
| Kraneshares Tr500767736 | 加碼– | 253,317226,645 | +26,672+11.8% | $706.0 萬$626.0 萬 | +$74.3 萬 | 0.4%0.4% | +0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 20,63819,203 | +1,435+7.5% | $704.5 萬$667.7 萬 | +$49.0 萬 | 0.4%0.4% | 0.00 |
| HDHome Depot, Inc. | 加碼歷史 | 20,95219,649 | +1,303+6.6% | $687.2 萬$626.6 萬 | +$42.7 萬 | 0.4%0.4% | +0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 39,27238,723 | +549+1.4% | $641.9 萬$602.3 萬 | +$8.97 萬 | 0.4%0.4% | +0.01 |
| iShares Tr46435U853 | 加碼– | 146,099137,290 | +8,809+6.4% | $606.3 萬$572.7 萬 | +$36.6 萬 | 0.4%0.4% | +0.01 |
| iShares Tr46434V407 | 加碼– | 123,73495,002 | +28,732+30.2% | $565.5 萬$437.6 萬 | +$131.3 萬 | 0.3%0.3% | +0.06 |
| GOOGLAlphabet Inc. | 加碼歷史 | 1,9581,788 | +170+9.5% | $523.4 萬$436.6 萬 | +$45.4 萬 | 0.3%0.3% | +0.04 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 22,75125,025 | −2,274−9.1% | $515.1 萬$557.6 萬 | −$51.5 萬 | 0.3%0.3% | −0.04 |
| GOOGAlphabet Inc. | 減碼歷史 | 1,9221,950 | −28−1.4% | $512.3 萬$488.8 萬 | −$7.46 萬 | 0.3%0.3% | 0.00 |
| Dimensional ETF Trust25434V104 | 加碼– | 162,532158,840 | +3,692+2.3% | $489.9 萬$479.9 萬 | +$11.1 萬 | 0.3%0.3% | −0.01 |
| TGTTarget Corp | 加碼歷史 | 21,27918,783 | +2,496+13.3% | $486.8 萬$454.1 萬 | +$57.1 萬 | 0.3%0.3% | +0.01 |
| Global X FDS37954Y434 | 新進– | 214,0940 | +214,094 | $474.0 萬$0 | +$474.0 萬 | 0.3%0.0% | +0.28 |
| Global X FDS37954Y814 | 加碼– | 97,72697,179 | +547+0.6% | $469.3 萬$463.3 萬 | +$2.63 萬 | 0.3%0.3% | −0.01 |
| Goldman Sachs ETF Tr381430206 | 減碼– | 124,881141,431 | −16,550−11.7% | $462.7 萬$577.2 萬 | −$61.3 萬 | 0.3%0.4% | −0.08 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 減碼– | 49,42958,588 | −9,159−15.6% | $460.7 萬$597.4 萬 | −$85.4 萬 | 0.3%0.4% | −0.10 |
| First Tr Exchange-Traded FD33739Q200 | 加碼– | 90,7115,286 | +85,425+1,616.1% | $458.8 萬$26.9 萬 | +$432.1 萬 | 0.3%<0.1% | +0.26 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 30,71224,983 | +5,729+22.9% | $458.6 萬$368.9 萬 | +$85.5 萬 | 0.3%0.2% | +0.04 |
| Global X FDS37950E416 | 加碼– | 75,05861,904 | +13,154+21.2% | $457.4 萬$448.1 萬 | +$80.2 萬 | 0.3%0.3% | −0.01 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 39,32521,504 | +17,821+82.9% | $444.3 萬$243.4 萬 | +$201.3 萬 | 0.3%0.2% | +0.11 |
| TMUST-Mobile US, Inc. | 加碼歷史 | 33,73333,665 | +68+0.2% | $431.0 萬$487.6 萬 | +$8,688.23 | 0.3%0.3% | −0.05 |
| Global X FDS37954Y442 | 加碼– | 146,794123,451 | +23,343+18.9% | $429.8 萬$352.4 萬 | +$68.3 萬 | 0.3%0.2% | +0.04 |
| PEPPepsiCo Inc | 加碼歷史 | 28,54028,093 | +447+1.6% | $429.3 萬$416.3 萬 | +$6.72 萬 | 0.3%0.3% | 0.00 |
| JNJJohnson & Johnson | 減碼歷史 | 25,67027,346 | −1,676−6.1% | $413.6 萬$450.5 萬 | −$27.0 萬 | 0.2%0.3% | −0.03 |
| TSLATesla, Inc. | 加碼歷史 | 5,2974,102 | +1,195+29.1% | $410.8 萬$278.9 萬 | +$92.7 萬 | 0.2%0.2% | +0.07 |
| ADBEAdobe Inc. | 加碼歷史 | 7,0495,534 | +1,515+27.4% | $409.7 萬$324.1 萬 | +$88.1 萬 | 0.2%0.2% | +0.04 |
| Global X FDS37954Y392 | 加碼– | 146,10095,860 | +50,240+52.4% | $409.4 萬$309.7 萬 | +$140.8 萬 | 0.2%0.2% | +0.05 |
| iShares Tr46435G672 | 減碼– | 72,02589,266 | −17,241−19.3% | $395.8 萬$491.9 萬 | −$94.7 萬 | 0.2%0.3% | −0.07 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 9,9839,252 | +731+7.9% | $393.9 萬$370.5 萬 | +$28.8 萬 | 0.2%0.2% | 0.00 |
| Global X FDS37954Y673 | 加碼– | 145,58188,090 | +57,491+65.3% | $369.9 萬$226.8 萬 | +$146.1 萬 | 0.2%0.1% | +0.08 |
| Invesco Actively Managed Exc46090A101 | 減碼– | 35,85041,985 | −6,135−14.6% | $369.2 萬$434.7 萬 | −$63.2 萬 | 0.2%0.3% | −0.05 |
| NXHNeighborhood Intelligence, Inc. | 不變歷史 | 47,30847,308 | 00.0% | $368.6 萬$436.2 萬 | $0 | 0.2%0.3% | −0.05 |
| Schwab Emerging Markets Equity ETF808524706 | 加碼– | 120,013111,615 | +8,398+7.5% | $365.8 萬$367.0 萬 | +$25.6 萬 | 0.2%0.2% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 46,28342,700 | +3,583+8.4% | $361.1 萬$336.8 萬 | +$28.0 萬 | 0.2%0.2% | +0.01 |
| Global X FDS37954Y780 | 加碼– | 98,59860,165 | +38,433+63.9% | $357.9 萬$214.9 萬 | +$139.5 萬 | 0.2%0.1% | +0.08 |
| Ssga Active Tr78470P309 | 減碼– | 70,93587,444 | −16,509−18.9% | $356.2 萬$446.3 萬 | −$82.9 萬 | 0.2%0.3% | −0.06 |
| Fidelity Covington Trust316092618 | 減碼– | 63,60376,614 | −13,011−17.0% | $354.9 萬$428.8 萬 | −$72.6 萬 | 0.2%0.3% | −0.05 |
| DISWalt Disney Co | 減碼歷史 | 20,33721,079 | −742−3.5% | $348.1 萬$370.5 萬 | −$12.7 萬 | 0.2%0.2% | −0.02 |
| MAMastercard Inc | 加碼歷史 | 9,7629,174 | +588+6.4% | $340.0 萬$334.9 萬 | +$20.5 萬 | 0.2%0.2% | −0.01 |
| SBUXStarbucks Corp | 加碼歷史 | 30,36127,078 | +3,283+12.1% | $339.6 萬$302.8 萬 | +$36.7 萬 | 0.2%0.2% | +0.01 |
| TAT&T Inc. | 加碼歷史 | 124,596121,944 | +2,652+2.2% | $335.7 萬$351.0 萬 | +$7.15 萬 | 0.2%0.2% | −0.02 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 12,53518,897 | −6,362−33.7% | $328.9 萬$507.9 萬 | −$166.9 萬 | 0.2%0.3% | −0.12 |
| Global X FDS37954Y764 | 加碼– | 76,32176,171 | +150+0.2% | $328.0 萬$329.8 萬 | +$6,446.46 | 0.2%0.2% | −0.01 |
| Vanguard Whitehall FDS921946810 | 加碼– | 37,06536,059 | +1,006+2.8% | $323.3 萬$315.4 萬 | +$8.77 萬 | 0.2%0.2% | 0.00 |
| iShares Tr46429B655 | 加碼– | 61,84545,322 | +16,523+36.5% | $314.4 萬$230.4 萬 | +$84.0 萬 | 0.2%0.1% | +0.04 |
| HONHoneywell International Inc | 加碼歷史 | 14,74714,182 | +565+4.0% | $313.0 萬$311.1 萬 | +$12.0 萬 | 0.2%0.2% | −0.01 |
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。