Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2021 年第 4 季到 2022 年第 1 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
- 96 檔
- 估計 +$9,896 萬
- 加碼
- 372 檔
- 估計 +$2.03 億
- 減碼
- 248 檔
- 估計 −$2.05 億
- 清倉
- 112 檔
- 估計 −$8,463 萬
總值從 $20.3 億變成 $19.3 億（−$9,583 萬 (−4.7%)），持股從 745 檔變成 729 檔（−16）。
2022 年第 1 季全部持倉2021 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 1 季，下面灰字是 2021 年第 4 季。兩季之間拆股的股票，2021 年第 4 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） |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | 加碼– | 1,626,4501,120,051 | +506,399+45.2% | $8,072 萬$5,929 萬 | +$2,513 萬 | 4.2%2.9% | +1.26 |
| iShares Tr46435G425 | 加碼– | 693,947601,578 | +92,369+15.4% | $7,033 萬$6,491 萬 | +$936.2 萬 | 3.6%3.2% | +0.44 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 401,463370,528 | +30,935+8.3% | $5,933 萬$5,451 萬 | +$457.2 萬 | 3.1%2.7% | +0.38 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,065,3581,000,494 | +64,864+6.5% | $5,117 萬$5,109 萬 | +$311.5 萬 | 2.7%2.5% | +0.13 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 172,187153,879 | +18,308+11.9% | $4,952 萬$4,938 萬 | +$526.5 萬 | 2.6%2.4% | +0.13 |
| iShares Tr464287457 | 新進– | 582,5300 | +582,530 | $4,855 萬$0 | +$4,855 萬 | 2.5%0.0% | +2.52 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 1,912,1411,502,080 | +410,061+27.3% | $4,763 萬$4,008 萬 | +$1,021 萬 | 2.5%2.0% | +0.49 |
| J P Morgan Exchange-Traded F46641Q209 | 減碼– | 714,687789,499 | −74,812−9.5% | $4,038 萬$4,672 萬 | −$422.7 萬 | 2.1%2.3% | −0.21 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 88,870230,154 | −141,284−61.4% | $4,014 萬$1.09 億 | −$6,381 萬 | 2.1%5.4% | −3.32 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 713,638493,881 | +219,757+44.5% | $3,792 萬$2,757 萬 | +$1,168 萬 | 2.0%1.4% | +0.60 |
| Advisorshares Tr00768Y768 | 加碼– | 939,688654,026 | +285,662+43.7% | $3,705 萬$2,689 萬 | +$1,126 萬 | 1.9%1.3% | +0.59 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 356,367291,087 | +65,280+22.4% | $3,335 萬$2,777 萬 | +$610.9 萬 | 1.7%1.4% | +0.36 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 418,916415,144 | +3,772+0.9% | $3,263 萬$3,356 萬 | +$29.4 萬 | 1.7%1.7% | +0.03 |
| Northern LTS FD Tr IV66538H534 | 減碼– | 648,040666,871 | −18,831−2.8% | $2,339 萬$2,627 萬 | −$68.0 萬 | 1.2%1.3% | −0.08 |
| MSFTMicrosoft Corp | 減碼歷史 | 74,77882,601 | −7,823−9.5% | $2,306 萬$2,778 萬 | −$241.2 萬 | 1.2%1.4% | −0.18 |
| AAPLApple Inc. | 減碼歷史 | 130,995164,697 | −33,702−20.5% | $2,287 萬$2,925 萬 | −$588.5 萬 | 1.2%1.4% | −0.26 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 430,871403,270 | +27,601+6.8% | $2,260 萬$2,224 萬 | +$144.7 萬 | 1.2%1.1% | +0.07 |
| iShares Tr464288588 | 加碼– | 217,492198,257 | +19,235+9.7% | $2,216 萬$2,130 萬 | +$195.9 萬 | 1.1%1.1% | +0.10 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 818,929783,311 | +35,618+4.5% | $1,997 萬$2,016 萬 | +$86.9 萬 | 1.0%1.0% | +0.04 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 加碼– | 490,207375,495 | +114,712+30.5% | $1,963 萬$1,160 萬 | +$459.4 萬 | 1.0%0.6% | +0.44 |
| iShares Tr464288885 | 減碼– | 193,048271,751 | −78,703−29.0% | $1,859 萬$2,997 萬 | −$757.7 萬 | 1.0%1.5% | −0.52 |
| Vanguard World FD921910873 | 減碼– | 116,227117,232 | −1,005−0.9% | $1,848 萬$1,970 萬 | −$16.0 萬 | 1.0%1.0% | −0.01 |
| iShares Tr46435G474 | 減碼– | 664,879775,293 | −110,414−14.2% | $1,846 萬$2,324 萬 | −$306.5 萬 | 1.0%1.1% | −0.19 |
| J P Morgan Exchange Traded F46641Q241 | 加碼– | 363,605259,272 | +104,333+40.2% | $1,837 萬$1,398 萬 | +$527.0 萬 | 1.0%0.7% | +0.26 |
| J P Morgan Exchange-Traded F46641Q407 | 加碼– | 168,609162,004 | +6,605+4.1% | $1,762 萬$1,718 萬 | +$69.0 萬 | 0.9%0.8% | +0.06 |
| iShares Tips Bond ETF464287176 | 減碼– | 136,899236,865 | −99,966−42.2% | $1,705 萬$3,060 萬 | −$1,245 萬 | 0.9%1.5% | −0.63 |
| ETF Ser Solutions26922B105 | 減碼– | 527,264596,020 | −68,756−11.5% | $1,599 萬$1,922 萬 | −$208.5 萬 | 0.8%0.9% | −0.12 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 152,201190,505 | −38,304−20.1% | $1,549 萬$2,084 萬 | −$389.9 萬 | 0.8%1.0% | −0.23 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 71,66964,850 | +6,819+10.5% | $1,523 萬$1,466 萬 | +$144.9 萬 | 0.8%0.7% | +0.07 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 316,215289,118 | +27,097+9.4% | $1,459 萬$1,430 萬 | +$125.0 萬 | 0.8%0.7% | +0.05 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 減碼– | 341,857402,735 | −60,878−15.1% | $1,438 萬$1,800 萬 | −$256.1 萬 | 0.7%0.9% | −0.14 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 184,483196,782 | −12,299−6.3% | $1,431 萬$1,592 萬 | −$95.4 萬 | 0.7%0.8% | −0.04 |
| SPDR Series Trust78464A805 | 加碼– | 239,358202,922 | +36,436+18.0% | $1,330 萬$1,186 萬 | +$202.5 萬 | 0.7%0.6% | +0.10 |
| Vanguard Real Estate ETF922908553 | 加碼– | 121,985117,806 | +4,179+3.5% | $1,322 萬$1,367 萬 | +$45.3 萬 | 0.7%0.7% | +0.01 |
| iShares Inc46434G863 | 加碼– | 357,734275,218 | +82,516+30.0% | $1,314 萬$1,094 萬 | +$303.1 萬 | 0.7%0.5% | +0.14 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 237,024232,916 | +4,108+1.8% | $1,262 萬$1,308 萬 | +$21.9 萬 | 0.7%0.6% | +0.01 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 153,646142,722 | +10,924+7.7% | $1,258 萬$1,251 萬 | +$89.5 萬 | 0.7%0.6% | +0.03 |
| Goldman Sachs ETF Tr381430503 | 加碼– | 138,643135,906 | +2,737+2.0% | $1,235 萬$1,293 萬 | +$24.4 萬 | 0.6%0.6% | 0.00 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 224,255213,409 | +10,846+5.1% | $1,124 萬$1,128 萬 | +$54.3 萬 | 0.6%0.6% | +0.03 |
| Schwab US Tips ETF808524870 | 加碼– | 173,809173,517 | +292+0.2% | $1,055 萬$1,091 萬 | +$1.77 萬 | 0.5%0.5% | +0.01 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 65,02659,776 | +5,250+8.8% | $1,055 萬$1,027 萬 | +$85.1 萬 | 0.5%0.5% | +0.04 |
| iShares Tr464287796 | 減碼– | 253,195290,724 | −37,529−12.9% | $1,036 萬$875.1 萬 | −$153.6 萬 | 0.5%0.4% | +0.10 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 27,24842,021 | −14,773−35.2% | $987.9 萬$1,672 萬 | −$535.6 萬 | 0.5%0.8% | −0.31 |
| AMZNAmazon Com Inc | 減碼歷史 | 3,0113,025 | −14−0.5% | $981.6 萬$1,008 萬 | −$4.56 萬 | 0.5%0.5% | +0.01 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 21,33131,516 | −10,185−32.3% | $967.8 萬$1,503 萬 | −$462.1 萬 | 0.5%0.7% | −0.24 |
| Timothy Plan887432326 | 加碼– | 280,263276,181 | +4,082+1.5% | $925.4 萬$897.6 萬 | +$13.5 萬 | 0.5%0.4% | +0.04 |
| Schwab Strategic Tr808524862 | 加碼– | 178,268173,390 | +4,878+2.8% | $883.1 萬$881.7 萬 | +$24.2 萬 | 0.5%0.4% | +0.02 |
| Schwab International Equity ETF808524805 | 減碼– | 236,127265,145 | −29,018−10.9% | $867.0 萬$1,031 萬 | −$106.5 萬 | 0.4%0.5% | −0.06 |
| Vanguard BD Index FDS921937793 | 加碼– | 92,64385,305 | +7,338+8.6% | $849.4 萬$878.0 萬 | +$67.3 萬 | 0.4%0.4% | +0.01 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 276,236250,064 | +26,172+10.5% | $832.3 萬$774.5 萬 | +$78.9 萬 | 0.4%0.4% | +0.05 |
| Timothy Plan887432334 | 加碼– | 302,988287,877 | +15,111+5.2% | $815.6 萬$838.0 萬 | +$40.7 萬 | 0.4%0.4% | +0.01 |
| iShares Tr464287721 | 加碼– | 78,15975,083 | +3,076+4.1% | $805.4 萬$862.1 萬 | +$31.7 萬 | 0.4%0.4% | −0.01 |
| iShares Tr46432F388 | 減碼– | 70,869133,348 | −62,479−46.9% | $741.0 萬$1,460 萬 | −$653.3 萬 | 0.4%0.7% | −0.34 |
| GOOGLAlphabet Inc. | 加碼歷史 | 2,5892,097 | +492+23.5% | $720.1 萬$607.4 萬 | +$136.8 萬 | 0.4%0.3% | +0.07 |
| iShares Tr46435U853 | 加碼– | 174,862168,306 | +6,556+3.9% | $679.5 萬$693.3 萬 | +$25.5 萬 | 0.4%0.3% | +0.01 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 13,14210,772 | +2,370+22.0% | $670.2 萬$540.9 萬 | +$120.9 萬 | 0.3%0.3% | +0.08 |
| SPDR Series Trust78468R101 | 減碼– | 222,787233,772 | −10,985−4.7% | $660.6 萬$711.3 萬 | −$32.6 萬 | 0.3%0.4% | −0.01 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 63,63635,459 | +28,177+79.5% | $637.4 萬$360.1 萬 | +$282.2 萬 | 0.3%0.2% | +0.15 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 加碼– | 184,911141,897 | +43,014+30.3% | $633.9 萬$517.6 萬 | +$147.5 萬 | 0.3%0.3% | +0.07 |
| Invesco Exch TRD SLF Idx FD46138J619 | 減碼– | 124,784173,125 | −48,341−27.9% | $593.9 萬$877.7 萬 | −$230.1 萬 | 0.3%0.4% | −0.13 |
| TSLATesla, Inc. | 加碼歷史 | 5,4252,851 | +2,574+90.3% | $584.6 萬$301.3 萬 | +$277.4 萬 | 0.3%0.1% | +0.15 |
| Kraneshares Tr500767736 | 減碼– | 214,404237,792 | −23,388−9.8% | $549.3 萬$638.5 萬 | −$59.9 萬 | 0.3%0.3% | −0.03 |
| CVXChevron Corp | 加碼歷史 | 33,52026,394 | +7,126+27.0% | $545.8 萬$309.7 萬 | +$116.0 萬 | 0.3%0.2% | +0.13 |
| iShares Tr464288653 | 新進– | 40,3020 | +40,302 | $542.5 萬$0 | +$542.5 萬 | 0.3%0.0% | +0.28 |
| NVDANVIDIA Corp | 加碼歷史 | 19,82014,150 | +5,670+40.1% | $540.8 萬$416.2 萬 | +$154.7 萬 | 0.3%0.2% | +0.07 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 23,52319,574 | +3,949+20.2% | $535.5 萬$472.6 萬 | +$89.9 萬 | 0.3%0.2% | +0.04 |
| iShares Tr46434V407 | 減碼– | 115,600119,572 | −3,972−3.3% | $508.2 萬$541.7 萬 | −$17.5 萬 | 0.3%0.3% | 0.00 |
| PEPPepsiCo Inc | 加碼歷史 | 29,34728,393 | +954+3.4% | $491.2 萬$493.2 萬 | +$16.0 萬 | 0.3%0.2% | +0.01 |
| Dimensional ETF Trust25434V104 | 減碼– | 152,544152,707 | −163−0.1% | $480.8 萬$503.9 萬 | −$5,137.56 | 0.2%0.2% | 0.00 |
| Ssga Active Tr78470P408 | 加碼– | 105,703101,300 | +4,403+4.3% | $478.5 萬$475.9 萬 | +$19.9 萬 | 0.2%0.2% | +0.01 |
| iShares Tr464287150 | 減碼– | 46,68461,987 | −15,303−24.7% | $471.2 萬$663.1 萬 | −$154.5 萬 | 0.2%0.3% | −0.08 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 41,51033,629 | +7,881+23.4% | $466.0 萬$377.0 萬 | +$88.5 萬 | 0.2%0.2% | +0.06 |
| HDHome Depot, Inc. | 減碼歷史 | 15,45120,901 | −5,450−26.1% | $462.5 萬$867.4 萬 | −$163.1 萬 | 0.2%0.4% | −0.19 |
| iShares Russell 2000 ETF464287655 | 加碼– | 21,98813,608 | +8,380+61.6% | $451.3 萬$302.7 萬 | +$172.0 萬 | 0.2%0.1% | +0.08 |
| J P Morgan Exchange Traded F46641Q308 | 加碼– | 77,88968,022 | +9,867+14.5% | $434.0 萬$386.4 萬 | +$55.0 萬 | 0.2%0.2% | +0.03 |
| iShares Russell Mid-Cap Growth ETF464287481 | 減碼– | 43,08247,963 | −4,881−10.2% | $433.0 萬$552.6 萬 | −$49.1 萬 | 0.2%0.3% | −0.05 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 31,40040,946 | −9,546−23.3% | $428.0 萬$648.4 萬 | −$130.1 萬 | 0.2%0.3% | −0.10 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 55,09476,489 | −21,395−28.0% | $421.1 萬$424.5 萬 | −$163.5 萬 | 0.2%0.2% | +0.01 |
| Ssga Active ETF Tr78467V608 | 加碼– | 93,48676,325 | +17,161+22.5% | $420.3 萬$348.3 萬 | +$77.2 萬 | 0.2%0.2% | +0.05 |
| MAMastercard Inc | 加碼歷史 | 11,20610,536 | +670+6.4% | $400.5 萬$378.6 萬 | +$23.9 萬 | 0.2%0.2% | +0.02 |
| METAMeta Platforms, Inc. | 減碼歷史 | 17,56925,563 | −7,994−31.3% | $390.7 萬$859.8 萬 | −$177.8 萬 | 0.2%0.4% | −0.22 |
| ADBEAdobe Inc. | 加碼歷史 | 8,1867,983 | +203+2.5% | $373.0 萬$452.7 萬 | +$9.25 萬 | 0.2%0.2% | −0.03 |
| Global X FDS37954Y715 | 加碼– | 128,53953,143 | +75,396+141.9% | $372.9 萬$191.0 萬 | +$218.7 萬 | 0.2%0.1% | +0.10 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 40,57233,160 | +7,412+22.4% | $371.0 萬$303.2 萬 | +$67.8 萬 | 0.2%0.1% | +0.04 |
| Global X FDS37954Y624 | 加碼– | 134,228115,281 | +18,947+16.4% | $369.9 萬$352.0 萬 | +$52.2 萬 | 0.2%0.2% | +0.02 |
| Global X FDS37954Y392 | 加碼– | 144,744134,343 | +10,401+7.7% | $363.3 萬$379.2 萬 | +$26.1 萬 | 0.2%0.2% | 0.00 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 43,39134,536 | +8,855+25.6% | $358.4 萬$211.3 萬 | +$73.1 萬 | 0.2%0.1% | +0.08 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 33,10726,544 | +6,563+24.7% | $354.6 萬$302.8 萬 | +$70.3 萬 | 0.2%0.1% | +0.03 |
| Invesco Actvely MNGD Etc FD46090F100 | 加碼– | 200,403165,333 | +35,070+21.2% | $353.5 萬$232.5 萬 | +$61.9 萬 | 0.2%0.1% | +0.07 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 13,05421,736 | −8,682−39.9% | $350.3 萬$615.3 萬 | −$233.0 萬 | 0.2%0.3% | −0.12 |
| SPDR Index Shs FDS78463X509 | 加碼– | 90,40567,303 | +23,102+34.3% | $349.4 萬$279.3 萬 | +$89.3 萬 | 0.2%0.1% | +0.04 |
| PIMCO ETF Tr72201R718 | 加碼– | 35,73822,157 | +13,581+61.3% | $348.5 萬$222.9 萬 | +$132.4 萬 | 0.2%0.1% | +0.07 |
| PGProcter & Gamble Co | 加碼歷史 | 22,77716,413 | +6,364+38.8% | $348.0 萬$268.5 萬 | +$97.2 萬 | 0.2%0.1% | +0.05 |
| Goldman Sachs ETF Tr381430602 | 減碼– | 56,17378,592 | −22,419−28.5% | $347.8 萬$522.6 萬 | −$138.8 萬 | 0.2%0.3% | −0.08 |
| AVGOBroadcom Inc. | 加碼歷史 | 5,4914,610 | +881+19.1% | $345.8 萬$306.8 萬 | +$55.5 萬 | 0.2%0.2% | +0.03 |
| Global X FDS37954Y673 | 加碼– | 121,083100,486 | +20,597+20.5% | $342.5 萬$289.3 萬 | +$58.3 萬 | 0.2%0.1% | +0.03 |
| Listed FDS Tr53656F599 | 加碼– | 179,382154,972 | +24,410+15.8% | $335.4 萬$302.4 萬 | +$45.6 萬 | 0.2%0.1% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 8,0454,726 | +3,319+70.2% | $334.0 萬$206.4 萬 | +$137.8 萬 | 0.2%0.1% | +0.07 |
| J P Morgan Exchange Traded F46641Q878 | 加碼– | 68,19550,094 | +18,101+36.1% | $333.6 萬$259.3 萬 | +$88.5 萬 | 0.2%0.1% | +0.04 |
| DISWalt Disney Co | 加碼歷史 | 24,17921,111 | +3,068+14.5% | $331.6 萬$327.0 萬 | +$42.1 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。