Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2021 年第 3 季到 2021 年第 4 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
- 117 檔
- 估計 +$9,413 萬
- 加碼
- 370 檔
- 估計 +$2.85 億
- 減碼
- 238 檔
- 估計 −$9,219 萬
- 清倉
- 59 檔
- 估計 −$2,583 萬
總值從 $16.9 億變成 $20.3 億（+$3.37 億 (+19.9%)），持股從 687 檔變成 745 檔（+58）。
2021 年第 4 季全部持倉2021 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 4 季，下面灰字是 2021 年第 3 季。兩季之間拆股的股票，2021 年第 3 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 | 230,154184,735 | +45,419+24.6% | $1.09 億$7,933 萬 | +$2,157 萬 | 5.4%4.7% | +0.70 |
| iShares Tr46435G425 | 加碼– | 601,578461,564 | +140,014+30.3% | $6,491 萬$4,560 萬 | +$1,511 萬 | 3.2%2.7% | +0.50 |
| iShares Tr46434V613 | 加碼– | 1,120,051737,981 | +382,070+51.8% | $5,929 萬$3,941 萬 | +$2,022 萬 | 2.9%2.3% | +0.59 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 370,528359,395 | +11,133+3.1% | $5,451 萬$4,896 萬 | +$163.8 萬 | 2.7%2.9% | −0.21 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,000,494921,066 | +79,428+8.6% | $5,109 萬$4,666 萬 | +$405.6 萬 | 2.5%2.8% | −0.24 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 153,879145,653 | +8,226+5.6% | $4,938 萬$4,256 萬 | +$264.0 萬 | 2.4%2.5% | −0.08 |
| J P Morgan Exchange-Traded F46641Q209 | 加碼– | 789,499651,877 | +137,622+21.1% | $4,672 萬$3,942 萬 | +$814.3 萬 | 2.3%2.3% | −0.03 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 1,502,0801,020,308 | +481,772+47.2% | $4,008 萬$2,713 萬 | +$1,285 萬 | 2.0%1.6% | +0.37 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 415,144417,481 | −2,337−0.6% | $3,356 萬$3,426 萬 | −$18.9 萬 | 1.7%2.0% | −0.37 |
| iShares Tips Bond ETF464287176 | 加碼– | 236,865120,710 | +116,155+96.2% | $3,060 萬$1,544 萬 | +$1,501 萬 | 1.5%0.9% | +0.60 |
| iShares Tr464288885 | 加碼– | 271,751205,207 | +66,544+32.4% | $2,997 萬$2,193 萬 | +$733.9 萬 | 1.5%1.3% | +0.18 |
| AAPLApple Inc. | 加碼歷史 | 164,697159,539 | +5,158+3.2% | $2,925 萬$2,260 萬 | +$91.6 萬 | 1.4%1.3% | +0.11 |
| MSFTMicrosoft Corp | 加碼歷史 | 82,60176,287 | +6,314+8.3% | $2,778 萬$2,150 萬 | +$212.3 萬 | 1.4%1.3% | +0.10 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 291,087273,185 | +17,902+6.6% | $2,777 萬$2,389 萬 | +$170.8 萬 | 1.4%1.4% | −0.04 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 493,881327,238 | +166,643+50.9% | $2,757 萬$1,654 萬 | +$930.4 萬 | 1.4%1.0% | +0.38 |
| Advisorshares Tr00768Y768 | 加碼– | 654,026399,249 | +254,777+63.8% | $2,689 萬$1,582 萬 | +$1,047 萬 | 1.3%0.9% | +0.39 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 666,871559,450 | +107,421+19.2% | $2,627 萬$2,378 萬 | +$423.1 萬 | 1.3%1.4% | −0.11 |
| iShares Tr46435G474 | 加碼– | 775,293360,028 | +415,265+115.3% | $2,324 萬$1,087 萬 | +$1,245 萬 | 1.1%0.6% | +0.50 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 403,270365,491 | +37,779+10.3% | $2,224 萬$2,086 萬 | +$208.4 萬 | 1.1%1.2% | −0.14 |
| iShares Tr464288588 | 加碼– | 198,257168,280 | +29,977+17.8% | $2,130 萬$1,824 萬 | +$322.0 萬 | 1.1%1.1% | −0.03 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 190,505274,157 | −83,652−30.5% | $2,084 萬$3,017 萬 | −$915.3 萬 | 1.0%1.8% | −0.76 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 783,311723,376 | +59,935+8.3% | $2,016 萬$1,893 萬 | +$154.3 萬 | 1.0%1.1% | −0.13 |
| Vanguard World FD921910873 | 減碼– | 117,232153,773 | −36,541−23.8% | $1,970 萬$2,343 萬 | −$614.2 萬 | 1.0%1.4% | −0.41 |
| ETF Ser Solutions26922B105 | 新進– | 596,0200 | +596,020 | $1,922 萬$0 | +$1,922 萬 | 0.9%0.0% | +0.95 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 402,735310,473 | +92,262+29.7% | $1,800 萬$1,327 萬 | +$412.3 萬 | 0.9%0.8% | +0.10 |
| J P Morgan Exchange-Traded F46641Q407 | 加碼– | 162,004133,330 | +28,674+21.5% | $1,718 萬$1,286 萬 | +$304.1 萬 | 0.8%0.8% | +0.09 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 42,02124,650 | +17,371+70.5% | $1,672 萬$864.8 萬 | +$691.1 萬 | 0.8%0.5% | +0.31 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 196,782193,670 | +3,112+1.6% | $1,592 萬$1,424 萬 | +$25.2 萬 | 0.8%0.8% | −0.06 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 31,51628,506 | +3,010+10.6% | $1,503 萬$1,228 萬 | +$143.6 萬 | 0.7%0.7% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 新進– | 64,8500 | +64,850 | $1,466 萬$0 | +$1,466 萬 | 0.7%0.0% | +0.72 |
| iShares Tr46432F388 | 加碼– | 133,348120,384 | +12,964+10.8% | $1,460 萬$1,217 萬 | +$141.9 萬 | 0.7%0.7% | 0.00 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 289,118258,861 | +30,257+11.7% | $1,430 萬$1,298 萬 | +$149.6 萬 | 0.7%0.8% | −0.06 |
| J P Morgan Exchange Traded F46641Q241 | 加碼– | 259,272219,913 | +39,359+17.9% | $1,398 萬$1,204 萬 | +$212.3 萬 | 0.7%0.7% | −0.02 |
| Vanguard Real Estate ETF922908553 | 加碼– | 117,80699,250 | +18,556+18.7% | $1,367 萬$1,012 萬 | +$215.3 萬 | 0.7%0.6% | +0.08 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 232,916219,857 | +13,059+5.9% | $1,308 萬$1,248 萬 | +$73.3 萬 | 0.6%0.7% | −0.09 |
| Goldman Sachs ETF Tr381430503 | 加碼– | 135,90697,503 | +38,403+39.4% | $1,293 萬$838.8 萬 | +$365.4 萬 | 0.6%0.5% | +0.14 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 142,722130,150 | +12,572+9.7% | $1,251 萬$1,162 萬 | +$110.2 萬 | 0.6%0.7% | −0.07 |
| SPDR Series Trust78464A805 | 減碼– | 202,922216,428 | −13,506−6.2% | $1,186 萬$1,133 萬 | −$78.9 萬 | 0.6%0.7% | −0.09 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 加碼– | 375,495299,355 | +76,140+25.4% | $1,160 萬$1,077 萬 | +$235.1 萬 | 0.6%0.6% | −0.07 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 213,409202,470 | +10,939+5.4% | $1,128 萬$1,081 萬 | +$57.8 萬 | 0.6%0.6% | −0.08 |
| iShares Inc46434G863 | 加碼– | 275,218253,546 | +21,672+8.5% | $1,094 萬$1,052 萬 | +$86.1 萬 | 0.5%0.6% | −0.08 |
| Schwab US Tips ETF808524870 | 減碼– | 173,517177,400 | −3,883−2.2% | $1,091 萬$1,111 萬 | −$24.4 萬 | 0.5%0.7% | −0.12 |
| iShares Tr464287333 | 加碼– | 129,762106,047 | +23,715+22.4% | $1,039 萬$834.5 萬 | +$189.9 萬 | 0.5%0.5% | +0.02 |
| Schwab International Equity ETF808524805 | 減碼– | 265,145277,794 | −12,649−4.6% | $1,031 萬$1,075 萬 | −$49.2 萬 | 0.5%0.6% | −0.13 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 59,77654,998 | +4,778+8.7% | $1,027 萬$843.1 萬 | +$82.1 萬 | 0.5%0.5% | +0.01 |
| AMZNAmazon Com Inc | 加碼歷史 | 3,0252,557 | +468+18.3% | $1,008 萬$840.1 萬 | +$156.0 萬 | 0.5%0.5% | 0.00 |
| Timothy Plan887432326 | 減碼– | 276,181280,706 | −4,525−1.6% | $897.6 萬$820.7 萬 | −$14.7 萬 | 0.4%0.5% | −0.04 |
| Schwab Strategic Tr808524862 | 加碼– | 173,390164,950 | +8,440+5.1% | $881.7 萬$845.1 萬 | +$42.9 萬 | 0.4%0.5% | −0.07 |
| Vanguard BD Index FDS921937793 | 加碼– | 85,30578,244 | +7,061+9.0% | $878.0 萬$802.5 萬 | +$72.7 萬 | 0.4%0.5% | −0.04 |
| Invesco Exch TRD SLF Idx FD46138J619 | 減碼– | 173,125253,523 | −80,398−31.7% | $877.7 萬$1,172 萬 | −$407.6 萬 | 0.4%0.7% | −0.26 |
| iShares Tr464287796 | 加碼– | 290,724249,797 | +40,927+16.4% | $875.1 萬$708.3 萬 | +$123.2 萬 | 0.4%0.4% | +0.01 |
| HDHome Depot, Inc. | 減碼歷史 | 20,90120,952 | −51−0.2% | $867.4 萬$687.2 萬 | −$2.12 萬 | 0.4%0.4% | +0.02 |
| iShares Tr464287721 | 減碼– | 75,08376,565 | −1,482−1.9% | $862.1 萬$776.2 萬 | −$17.0 萬 | 0.4%0.5% | −0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 25,56320,638 | +4,925+23.9% | $859.8 萬$704.5 萬 | +$165.7 萬 | 0.4%0.4% | +0.01 |
| Timothy Plan887432334 | 減碼– | 287,877301,989 | −14,112−4.7% | $838.0 萬$853.8 萬 | −$41.1 萬 | 0.4%0.5% | −0.09 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 250,064248,749 | +1,315+0.5% | $774.5 萬$777.3 萬 | +$4.07 萬 | 0.4%0.5% | −0.08 |
| SPDR Series Trust78468R101 | 減碼– | 233,772264,771 | −30,999−11.7% | $711.3 萬$811.0 萬 | −$94.3 萬 | 0.4%0.5% | −0.13 |
| iShares Tr46435U853 | 加碼– | 168,306146,099 | +22,207+15.2% | $693.3 萬$606.3 萬 | +$91.5 萬 | 0.3%0.4% | −0.02 |
| iShares Tr464287150 | 加碼– | 61,98728,843 | +33,144+114.9% | $663.1 萬$285.9 萬 | +$354.6 萬 | 0.3%0.2% | +0.16 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 40,94639,272 | +1,674+4.3% | $648.4 萬$641.9 萬 | +$26.5 萬 | 0.3%0.4% | −0.06 |
| Kraneshares Tr500767736 | 減碼– | 237,792253,317 | −15,525−6.1% | $638.5 萬$706.0 萬 | −$41.7 萬 | 0.3%0.4% | −0.10 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 21,73612,535 | +9,201+73.4% | $615.3 萬$328.9 萬 | +$260.5 萬 | 0.3%0.2% | +0.11 |
| GOOGLAlphabet Inc. | 加碼歷史 | 2,0971,958 | +139+7.1% | $607.4 萬$523.4 萬 | +$40.3 萬 | 0.3%0.3% | −0.01 |
| GOOGAlphabet Inc. | 加碼歷史 | 2,0531,922 | +131+6.8% | $594.1 萬$512.3 萬 | +$37.9 萬 | 0.3%0.3% | −0.01 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 減碼– | 117,007305,661 | −188,654−61.7% | $590.6 萬$1,556 萬 | −$952.2 萬 | 0.3%0.9% | −0.63 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 47,96339,325 | +8,638+22.0% | $552.6 萬$444.3 萬 | +$99.5 萬 | 0.3%0.3% | +0.01 |
| iShares Tr46434V407 | 減碼– | 119,572123,734 | −4,162−3.4% | $541.7 萬$565.5 萬 | −$18.9 萬 | 0.3%0.3% | −0.07 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 10,7729,983 | +789+7.9% | $540.9 萬$393.9 萬 | +$39.6 萬 | 0.3%0.2% | +0.03 |
| TGTTarget Corp | 加碼歷史 | 23,14521,279 | +1,866+8.8% | $535.7 萬$486.8 萬 | +$43.2 萬 | 0.3%0.3% | −0.02 |
| Goldman Sachs ETF Tr381430602 | 減碼– | 78,592114,589 | −35,997−31.4% | $522.6 萬$721.2 萬 | −$239.4 萬 | 0.3%0.4% | −0.17 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 加碼– | 141,89766,849 | +75,048+112.3% | $517.6 萬$242.1 萬 | +$273.8 萬 | 0.3%0.1% | +0.11 |
| Dimensional ETF Trust25434V104 | 減碼– | 152,707162,532 | −9,825−6.0% | $503.9 萬$489.9 萬 | −$32.4 萬 | 0.2%0.3% | −0.04 |
| PEPPepsiCo Inc | 減碼歷史 | 28,39328,540 | −147−0.5% | $493.2 萬$429.3 萬 | −$2.55 萬 | 0.2%0.3% | −0.01 |
| Ssga Active Tr78470P408 | 加碼– | 101,30057,912 | +43,388+74.9% | $475.9 萬$256.0 萬 | +$203.8 萬 | 0.2%0.2% | +0.08 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 19,57422,751 | −3,177−14.0% | $472.6 萬$515.1 萬 | −$76.7 萬 | 0.2%0.3% | −0.07 |
| ADBEAdobe Inc. | 加碼歷史 | 7,9837,049 | +934+13.3% | $452.7 萬$409.7 萬 | +$53.0 萬 | 0.2%0.2% | −0.02 |
| JNJJohnson & Johnson | 減碼歷史 | 25,05125,670 | −619−2.4% | $428.5 萬$413.6 萬 | −$10.6 萬 | 0.2%0.2% | −0.03 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 76,48939,092 | +37,397+95.7% | $424.5 萬$203.6 萬 | +$207.5 萬 | 0.2%0.1% | +0.09 |
| NVDANVIDIA Corp | 減碼歷史 | 14,15014,704 | −554−3.8% | $416.2 萬$304.6 萬 | −$16.3 萬 | 0.2%0.2% | +0.03 |
| TMUST-Mobile US, Inc. | 減碼歷史 | 33,71533,733 | −18−0.1% | $391.0 萬$431.0 萬 | −$2,087.5 | 0.2%0.3% | −0.06 |
| J P Morgan Exchange Traded F46641Q308 | 加碼– | 68,02251,303 | +16,719+32.6% | $386.4 萬$296.3 萬 | +$95.0 萬 | 0.2%0.2% | +0.02 |
| Global X FDS37954Y392 | 減碼– | 134,343146,100 | −11,757−8.0% | $379.2 萬$409.4 萬 | −$33.2 萬 | 0.2%0.2% | −0.06 |
| MAMastercard Inc | 加碼歷史 | 10,5369,762 | +774+7.9% | $378.6 萬$340.0 萬 | +$27.8 萬 | 0.2%0.2% | −0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 33,62917,040 | +16,589+97.4% | $377.0 萬$176.1 萬 | +$186.0 萬 | 0.2%0.1% | +0.08 |
| Global X FDS37954Y780 | 減碼– | 95,02198,598 | −3,577−3.6% | $371.9 萬$357.9 萬 | −$14.0 萬 | 0.2%0.2% | −0.03 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 31,8799,872 | +22,007+222.9% | $365.0 萬$107.8 萬 | +$252.0 萬 | 0.2%0.1% | +0.12 |
| SBUXStarbucks Corp | 加碼歷史 | 30,86030,361 | +499+1.6% | $360.9 萬$339.6 萬 | +$5.84 萬 | 0.2%0.2% | −0.02 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 減碼– | 35,45949,429 | −13,970−28.3% | $360.1 萬$460.7 萬 | −$141.9 萬 | 0.2%0.3% | −0.09 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | 加碼– | 33,76026,125 | +7,635+29.2% | $357.2 萬$255.6 萬 | +$80.8 萬 | 0.2%0.2% | +0.03 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 45,02446,283 | −1,259−2.7% | $354.2 萬$361.1 萬 | −$9.90 萬 | 0.2%0.2% | −0.04 |
| Global X FDS37954Y624 | 加碼– | 115,281111,766 | +3,515+3.1% | $352.0 萬$306.5 萬 | +$10.7 萬 | 0.2%0.2% | −0.01 |
| Ssga Active ETF Tr78467V608 | 加碼– | 76,32522,464 | +53,861+239.8% | $348.3 萬$103.4 萬 | +$245.8 萬 | 0.2%0.1% | +0.11 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 19,87330,712 | −10,839−35.3% | $345.5 萬$458.6 萬 | −$188.4 萬 | 0.2%0.3% | −0.10 |
| Schwab Emerging Markets Equity ETF808524706 | 減碼– | 113,594120,013 | −6,419−5.3% | $336.5 萬$365.8 萬 | −$19.0 萬 | 0.2%0.2% | −0.05 |
| Goldman Sachs ETF Tr381430206 | 減碼– | 89,760124,881 | −35,121−28.1% | $332.2 萬$462.7 萬 | −$130.0 萬 | 0.2%0.3% | −0.11 |
| First Tr Exchange-Traded FD33739Q200 | 減碼– | 65,41690,711 | −25,295−27.9% | $327.0 萬$458.8 萬 | −$126.4 萬 | 0.2%0.3% | −0.11 |
| DISWalt Disney Co | 加碼歷史 | 21,11120,337 | +774+3.8% | $327.0 萬$348.1 萬 | +$12.0 萬 | 0.2%0.2% | −0.04 |
| GSGoldman Sachs Group Inc | 加碼歷史 | 8,4667,940 | +526+6.6% | $323.9 萬$299.1 萬 | +$20.1 萬 | 0.2%0.2% | −0.02 |
| Global X FDS37954Y814 | 減碼– | 80,18097,726 | −17,546−18.0% | $321.0 萬$469.3 萬 | −$70.2 萬 | 0.2%0.3% | −0.12 |
| Global X FDS37950E416 | 減碼– | 57,71075,058 | −17,348−23.1% | $310.8 萬$457.4 萬 | −$93.4 萬 | 0.2%0.3% | −0.12 |
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。