Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2022 年第 1 季到 2022 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
- 98 檔
- 估計 +$7,960 萬
- 加碼
- 301 檔
- 估計 +$2.61 億
- 減碼
- 297 檔
- 估計 −$1.51 億
- 清倉
- 116 檔
- 估計 −$4,174 萬
總值從 $19.3 億變成 $18.5 億（−$8,359 萬 (−4.3%)），持股從 729 檔變成 711 檔（−18）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | 加碼歷史 | 39,6842,589 | +37,095+1,432.8% | $8,648 萬$720.1 萬 | +$8,084 萬 | 4.7%0.4% | +4.31 |
| iShares Tr46434V613 | 加碼– | 1,736,8021,626,450 | +110,352+6.8% | $8,132 萬$8,072 萬 | +$516.7 萬 | 4.4%4.2% | +0.22 |
| iShares Tr46435G425 | 加碼– | 754,671693,947 | +60,724+8.8% | $6,332 萬$7,033 萬 | +$509.5 萬 | 3.4%3.6% | −0.21 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 409,446401,463 | +7,983+2.0% | $5,400 萬$5,933 萬 | +$105.3 萬 | 2.9%3.1% | −0.15 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 2,032,3761,912,141 | +120,235+6.3% | $4,857 萬$4,763 萬 | +$287.4 萬 | 2.6%2.5% | +0.16 |
| iShares Tr464287457 | 減碼– | 540,296582,530 | −42,234−7.3% | $4,473 萬$4,855 萬 | −$349.7 萬 | 2.4%2.5% | −0.09 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,090,4581,065,358 | +25,100+2.4% | $4,449 萬$5,117 萬 | +$102.4 萬 | 2.4%2.7% | −0.24 |
| J P Morgan Exchange-Traded F46641Q209 | 加碼– | 790,287714,687 | +75,600+10.6% | $3,857 萬$4,038 萬 | +$369.0 萬 | 2.1%2.1% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 171,633172,187 | −554−0.3% | $3,826 萬$4,952 萬 | −$12.3 萬 | 2.1%2.6% | −0.49 |
| Advisorshares Tr00768Y768 | 加碼– | 1,046,954939,688 | +107,266+11.4% | $3,618 萬$3,705 萬 | +$370.6 萬 | 2.0%1.9% | +0.04 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 800,318713,638 | +86,680+12.1% | $3,549 萬$3,792 萬 | +$384.3 萬 | 1.9%2.0% | −0.04 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 89,77688,870 | +906+1.0% | $3,387 萬$4,014 萬 | +$34.2 萬 | 1.8%2.1% | −0.25 |
| GOOGAlphabet Inc. | 加碼歷史 | 15,035959 | +14,076+1,467.8% | $3,289 萬$268.0 萬 | +$3,079 萬 | 1.8%0.1% | +1.64 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 407,895418,916 | −11,021−2.6% | $3,132 萬$3,263 萬 | −$84.6 萬 | 1.7%1.7% | +0.01 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 349,319356,367 | −7,048−2.0% | $2,819 萬$3,335 萬 | −$56.9 萬 | 1.5%1.7% | −0.20 |
| iShares Tips Bond ETF464287176 | 加碼– | 246,418136,899 | +109,519+80.0% | $2,807 萬$1,705 萬 | +$1,248 萬 | 1.5%0.9% | +0.64 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 436,292430,871 | +5,421+1.3% | $2,161 萬$2,260 萬 | +$26.9 萬 | 1.2%1.2% | 0.00 |
| AAPLApple Inc. | 加碼歷史 | 147,992130,995 | +16,997+13.0% | $2,023 萬$2,287 萬 | +$232.4 萬 | 1.1%1.2% | −0.09 |
| MSFTMicrosoft Corp | 加碼歷史 | 78,14874,778 | +3,370+4.5% | $2,007 萬$2,306 萬 | +$86.5 萬 | 1.1%1.2% | −0.11 |
| iShares Tr464288588 | 減碼– | 204,290217,492 | −13,202−6.1% | $1,992 萬$2,216 萬 | −$128.7 萬 | 1.1%1.1% | −0.07 |
| iShares Tr464288885 | 加碼– | 216,844193,048 | +23,796+12.3% | $1,745 萬$1,859 萬 | +$191.5 萬 | 0.9%1.0% | −0.02 |
| J P Morgan Exchange Traded F46641Q241 | 減碼– | 356,234363,605 | −7,371−2.0% | $1,709 萬$1,837 萬 | −$35.4 萬 | 0.9%1.0% | −0.03 |
| iShares Inc464286533 | 加碼– | 306,88411,097 | +295,787+2,665.5% | $1,701 萬$67.7 萬 | +$1,640 萬 | 0.9%<0.1% | +0.89 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 718,203818,929 | −100,726−12.3% | $1,681 萬$1,997 萬 | −$235.7 萬 | 0.9%1.0% | −0.12 |
| iShares Tr46435G474 | 減碼– | 615,300664,879 | −49,579−7.5% | $1,515 萬$1,846 萬 | −$122.1 萬 | 0.8%1.0% | −0.14 |
| Vanguard World FD921910873 | 減碼– | 114,362116,227 | −1,865−1.6% | $1,507 萬$1,848 萬 | −$24.6 萬 | 0.8%1.0% | −0.14 |
| J P Morgan Exchange-Traded F46641Q407 | 減碼– | 147,934168,609 | −20,675−12.3% | $1,354 萬$1,762 萬 | −$189.2 萬 | 0.7%0.9% | −0.18 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 319,254316,215 | +3,039+1.0% | $1,330 萬$1,459 萬 | +$12.7 萬 | 0.7%0.8% | −0.04 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 74,77871,669 | +3,109+4.3% | $1,317 萬$1,523 萬 | +$54.8 萬 | 0.7%0.8% | −0.08 |
| Northern LTS FD Tr IV66538H534 | 減碼– | 414,728648,040 | −233,312−36.0% | $1,208 萬$2,339 萬 | −$679.6 萬 | 0.7%1.2% | −0.56 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 152,128153,646 | −1,518−1.0% | $1,181 萬$1,258 萬 | −$11.8 萬 | 0.6%0.7% | −0.01 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 159,313184,483 | −25,170−13.6% | $1,119 萬$1,431 萬 | −$176.7 萬 | 0.6%0.7% | −0.14 |
| iShares Core High Dividend ETF46429B663 | 新進– | 111,2310 | +111,231 | $1,117 萬$0 | +$1,117 萬 | 0.6%0.0% | +0.61 |
| Vanguard Real Estate ETF922908553 | 減碼– | 121,174121,985 | −811−0.7% | $1,104 萬$1,322 萬 | −$7.39 萬 | 0.6%0.7% | −0.09 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 224,668224,255 | +413+0.2% | $1,074 萬$1,124 萬 | +$1.97 萬 | 0.6%0.6% | 0.00 |
| Goldman Sachs ETF Tr381430503 | 減碼– | 136,360138,643 | −2,283−1.6% | $1,022 萬$1,235 萬 | −$17.1 萬 | 0.6%0.6% | −0.09 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 69,06165,026 | +4,035+6.2% | $990.9 萬$1,055 萬 | +$57.9 萬 | 0.5%0.5% | −0.01 |
| ETF Ser Solutions26922B105 | 減碼– | 387,548527,264 | −139,716−26.5% | $966.9 萬$1,599 萬 | −$348.6 萬 | 0.5%0.8% | −0.30 |
| SPDR Series Trust78464A805 | 減碼– | 196,620239,358 | −42,738−17.9% | $913.9 萬$1,330 萬 | −$198.6 萬 | 0.5%0.7% | −0.19 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 24,06121,331 | +2,730+12.8% | $912.2 萬$967.8 萬 | +$103.5 萬 | 0.5%0.5% | −0.01 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 減碼– | 167,361237,024 | −69,663−29.4% | $863.5 萬$1,262 萬 | −$359.4 萬 | 0.5%0.7% | −0.19 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 208,516490,207 | −281,691−57.5% | $853.7 萬$1,963 萬 | −$1,153 萬 | 0.5%1.0% | −0.55 |
| AMZNAmazon Com Inc | 加碼依 20 比 1 拆股換算歷史 | 77,23760,220 | +17,017+28.3% | $820.3 萬$981.6 萬 | +$180.7 萬 | 0.4%0.5% | −0.06 |
| iShares S&P Small-Cap 600 Value ETF464287879 | 新進– | 90,1680 | +90,168 | $802.8 萬$0 | +$802.8 萬 | 0.4%0.0% | +0.43 |
| Timothy Plan887432326 | 減碼– | 270,738280,263 | −9,525−3.4% | $801.7 萬$925.4 萬 | −$28.2 萬 | 0.4%0.5% | −0.05 |
| iShares Tr464288653 | 加碼– | 66,22440,302 | +25,922+64.3% | $795.7 萬$542.5 萬 | +$311.5 萬 | 0.4%0.3% | +0.15 |
| Timothy Plan887432359 | 加碼– | 247,52733,714 | +213,813+634.2% | $774.2 萬$122.7 萬 | +$668.8 萬 | 0.4%0.1% | +0.36 |
| Timothy Plan887432334 | 加碼– | 337,985302,988 | +34,997+11.6% | $771.2 萬$815.6 萬 | +$79.9 萬 | 0.4%0.4% | 0.00 |
| Vanguard BD Index FDS921937793 | 加碼– | 95,65292,643 | +3,009+3.2% | $762.5 萬$849.4 萬 | +$24.0 萬 | 0.4%0.4% | −0.03 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 14,74013,142 | +1,598+12.2% | $757.1 萬$670.2 萬 | +$82.1 萬 | 0.4%0.3% | +0.06 |
| Schwab Strategic Tr808524862 | 減碼– | 153,640178,268 | −24,628−13.8% | $755.7 萬$883.1 萬 | −$121.1 萬 | 0.4%0.5% | −0.05 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 減碼– | 254,091276,236 | −22,145−8.0% | $755.4 萬$832.3 萬 | −$65.8 萬 | 0.4%0.4% | −0.02 |
| Northern LTS FD Tr IV66538H419 | 新進– | 295,7870 | +295,787 | $735.9 萬$0 | +$735.9 萬 | 0.4%0.0% | +0.40 |
| Schwab International Equity ETF808524805 | 減碼– | 233,420236,127 | −2,707−1.1% | $734.1 萬$867.0 萬 | −$8.51 萬 | 0.4%0.4% | −0.05 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 26,01427,248 | −1,234−4.5% | $729.1 萬$987.9 萬 | −$34.6 萬 | 0.4%0.5% | −0.12 |
| Schwab US Tips ETF808524870 | 減碼– | 128,798173,809 | −45,011−25.9% | $718.6 萬$1,055 萬 | −$251.1 萬 | 0.4%0.5% | −0.16 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 73,476152,201 | −78,725−51.7% | $699.8 萬$1,549 萬 | −$749.8 萬 | 0.4%0.8% | −0.42 |
| SPDR Series Trust78468R101 | 減碼– | 219,230222,787 | −3,557−1.6% | $645.6 萬$660.6 萬 | −$10.5 萬 | 0.3%0.3% | +0.01 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 減碼– | 61,30463,636 | −2,332−3.7% | $607.6 萬$637.4 萬 | −$23.1 萬 | 0.3%0.3% | 0.00 |
| iShares Tr464287796 | 減碼– | 150,231253,195 | −102,964−40.7% | $572.7 萬$1,036 萬 | −$392.5 萬 | 0.3%0.5% | −0.23 |
| Kraneshares Tr500767736 | 減碼– | 210,166214,404 | −4,238−2.0% | $532.6 萬$549.3 萬 | −$10.7 萬 | 0.3%0.3% | 0.00 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 27,89023,523 | +4,367+18.6% | $526.1 萬$535.5 萬 | +$82.4 萬 | 0.3%0.3% | +0.01 |
| PEPPepsiCo Inc | 加碼歷史 | 31,19329,347 | +1,846+6.3% | $519.9 萬$491.2 萬 | +$30.8 萬 | 0.3%0.3% | +0.03 |
| HDHome Depot, Inc. | 加碼歷史 | 18,52515,451 | +3,074+19.9% | $508.1 萬$462.5 萬 | +$84.3 萬 | 0.3%0.2% | +0.04 |
| Schwab Charles Family FD808515530 | 新進– | 5,000,0000 | +5,000,000 | $500.0 萬$0 | +$500.0 萬 | 0.3%0.0% | +0.27 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 68,82955,094 | +13,735+24.9% | $492.2 萬$421.1 萬 | +$98.2 萬 | 0.3%0.2% | +0.05 |
| TSLATesla, Inc. | 加碼歷史 | 6,8725,425 | +1,447+26.7% | $462.8 萬$584.6 萬 | +$97.4 萬 | 0.3%0.3% | −0.05 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 44,56741,510 | +3,057+7.4% | $453.3 萬$466.0 萬 | +$31.1 萬 | 0.2%0.2% | 0.00 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 63,21429,241 | +33,973+116.2% | $452.8 萬$230.7 萬 | +$243.3 萬 | 0.2%0.1% | +0.13 |
| iShares Tr46435G102 | 加碼– | 64,68127,465 | +37,216+135.5% | $448.7 萬$228.8 萬 | +$258.2 萬 | 0.2%0.1% | +0.12 |
| Invesco Actvely MNGD Etc FD46090F100 | 加碼– | 248,607200,403 | +48,204+24.1% | $448.5 萬$353.5 萬 | +$87.0 萬 | 0.2%0.2% | +0.06 |
| Ssga Active ETF Tr78467V608 | 加碼– | 103,33593,486 | +9,849+10.5% | $430.3 萬$420.3 萬 | +$41.0 萬 | 0.2%0.2% | +0.02 |
| PGProcter & Gamble Co | 加碼歷史 | 29,88022,777 | +7,103+31.2% | $429.6 萬$348.0 萬 | +$102.1 萬 | 0.2%0.2% | +0.05 |
| iShares Tr46429B655 | 加碼– | 83,97115,803 | +68,168+431.4% | $419.2 萬$79.8 萬 | +$340.3 萬 | 0.2%<0.1% | +0.19 |
| ABBVAbbVie Inc. | 加碼歷史 | 27,05418,615 | +8,439+45.3% | $414.4 萬$301.8 萬 | +$129.3 萬 | 0.2%0.2% | +0.07 |
| CVXChevron Corp | 減碼歷史 | 27,41933,520 | −6,101−18.2% | $397.0 萬$545.8 萬 | −$88.3 萬 | 0.2%0.3% | −0.07 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 43,22440,572 | +2,652+6.5% | $395.5 萬$371.0 萬 | +$24.3 萬 | 0.2%0.2% | +0.02 |
| MAMastercard Inc | 加碼歷史 | 12,43311,206 | +1,227+10.9% | $392.2 萬$400.5 萬 | +$38.7 萬 | 0.2%0.2% | 0.00 |
| Dimensional ETF Trust25434V104 | 減碼– | 146,158152,544 | −6,386−4.2% | $386.3 萬$480.8 萬 | −$16.9 萬 | 0.2%0.2% | −0.04 |
| JNJJohnson & Johnson | 加碼歷史 | 21,21414,662 | +6,552+44.7% | $376.6 萬$259.9 萬 | +$116.3 萬 | 0.2%0.1% | +0.07 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 47,26743,082 | +4,185+9.7% | $374.5 萬$433.0 萬 | +$33.2 萬 | 0.2%0.2% | −0.02 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 減碼– | 127,908184,911 | −57,003−30.8% | $368.9 萬$633.9 萬 | −$164.4 萬 | 0.2%0.3% | −0.13 |
| J P Morgan Exchange Traded F46641Q308 | 減碼– | 74,01177,889 | −3,878−5.0% | $365.9 萬$434.0 萬 | −$19.2 萬 | 0.2%0.2% | −0.03 |
| VZVerizon Communications Inc | 加碼歷史 | 69,61853,525 | +16,093+30.1% | $353.3 萬$272.6 萬 | +$81.7 萬 | 0.2%0.1% | +0.05 |
| PIMCO ETF Tr72201R718 | 加碼– | 36,75435,738 | +1,016+2.8% | $352.9 萬$348.5 萬 | +$9.76 萬 | 0.2%0.2% | +0.01 |
| MCDMcDonalds Corp | 加碼歷史 | 13,9617,586 | +6,375+84.0% | $344.7 萬$187.6 萬 | +$157.4 萬 | 0.2%0.1% | +0.09 |
| iShares Tr46435U853 | 減碼– | 99,356174,862 | −75,506−43.2% | $344.0 萬$679.5 萬 | −$261.4 萬 | 0.2%0.4% | −0.17 |
| WMTWalmart Inc. | 加碼歷史 | 28,23315,006 | +13,227+88.1% | $343.3 萬$223.5 萬 | +$160.8 萬 | 0.2%0.1% | +0.07 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 9,8368,045 | +1,791+22.3% | $341.2 萬$334.0 萬 | +$62.1 萬 | 0.2%0.2% | +0.01 |
| iShares Tr464287150 | 減碼– | 40,05246,684 | −6,632−14.2% | $335.5 萬$471.2 萬 | −$55.6 萬 | 0.2%0.2% | −0.06 |
| AVGOBroadcom Inc. | 加碼歷史 | 6,9035,491 | +1,412+25.7% | $335.4 萬$345.8 萬 | +$68.6 萬 | 0.2%0.2% | 0.00 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 29,04431,400 | −2,356−7.5% | $327.1 萬$428.0 萬 | −$26.5 萬 | 0.2%0.2% | −0.04 |
| Ssga Active Tr78470P408 | 減碼– | 85,259105,703 | −20,444−19.3% | $324.7 萬$478.5 萬 | −$77.9 萬 | 0.2%0.2% | −0.07 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 加碼– | 63,64543,418 | +20,227+46.6% | $318.8 萬$218.2 萬 | +$101.3 萬 | 0.2%0.1% | +0.06 |
| METAMeta Platforms, Inc. | 加碼歷史 | 19,39417,569 | +1,825+10.4% | $312.7 萬$390.7 萬 | +$29.4 萬 | 0.2%0.2% | −0.03 |
| ADBEAdobe Inc. | 加碼歷史 | 8,5068,186 | +320+3.9% | $311.4 萬$373.0 萬 | +$11.7 萬 | 0.2%0.2% | −0.02 |
| SBUXStarbucks Corp | 加碼歷史 | 39,73825,342 | +14,396+56.8% | $303.6 萬$230.6 萬 | +$110.0 萬 | 0.2%0.1% | +0.04 |
| NEENextera Energy Inc | 加碼歷史 | 38,87718,232 | +20,645+113.2% | $301.1 萬$154.4 萬 | +$159.9 萬 | 0.2%0.1% | +0.08 |
| KOCoca Cola Co | 加碼歷史 | 47,75724,024 | +23,733+98.8% | $300.4 萬$148.9 萬 | +$149.3 萬 | 0.2%0.1% | +0.09 |
| VVisa Inc. | 加碼歷史 | 15,16511,597 | +3,568+30.8% | $298.6 萬$257.2 萬 | +$70.3 萬 | 0.2%0.1% | +0.03 |
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。