Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2022 年第 2 季到 2022 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
- 77 檔
- 估計 +$7,112 萬
- 加碼
- 356 檔
- 估計 +$1.33 億
- 減碼
- 238 檔
- 估計 −$1.98 億
- 清倉
- 95 檔
- 估計 −$8,421 萬
總值從 $18.5 億變成 $16.6 億（−$1.82 億 (−9.9%)），持股從 711 檔變成 693 檔（−18）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | 減碼– | 1,695,2791,736,802 | −41,523−2.4% | $7,544 萬$8,132 萬 | −$184.8 萬 | 4.5%4.4% | +0.13 |
| iShares Tr46435G425 | 加碼– | 763,221754,671 | +8,550+1.1% | $6,061 萬$6,332 萬 | +$67.9 萬 | 3.6%3.4% | +0.21 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 2,546,8112,032,376 | +514,435+25.3% | $5,797 萬$4,857 萬 | +$1,171 萬 | 3.5%2.6% | +0.85 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 407,243409,446 | −2,203−0.5% | $5,029 萬$5,400 萬 | −$27.2 萬 | 3.0%2.9% | +0.10 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,133,0161,090,458 | +42,558+3.9% | $4,120 萬$4,449 萬 | +$154.7 萬 | 2.5%2.4% | +0.07 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 927,809800,318 | +127,491+15.9% | $3,896 萬$3,549 萬 | +$535.3 萬 | 2.3%1.9% | +0.42 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 181,416171,633 | +9,783+5.7% | $3,881 萬$3,826 萬 | +$209.3 萬 | 2.3%2.1% | +0.26 |
| J P Morgan Exchange-Traded F46641Q209 | 減碼– | 729,009790,287 | −61,278−7.8% | $3,122 萬$3,857 萬 | −$262.4 萬 | 1.9%2.1% | −0.21 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 411,831407,895 | +3,936+1.0% | $3,081 萬$3,132 萬 | +$29.4 萬 | 1.9%1.7% | +0.16 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 84,16689,776 | −5,610−6.2% | $3,006 萬$3,387 萬 | −$200.4 萬 | 1.8%1.8% | −0.03 |
| iShares Tr464287457 | 減碼– | 352,153540,296 | −188,143−34.8% | $2,860 萬$4,473 萬 | −$1,528 萬 | 1.7%2.4% | −0.70 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 361,108349,319 | +11,789+3.4% | $2,759 萬$2,819 萬 | +$90.1 萬 | 1.7%1.5% | +0.13 |
| AAPLApple Inc. | 加碼歷史 | 160,227147,992 | +12,235+8.3% | $2,214 萬$2,023 萬 | +$169.1 萬 | 1.3%1.1% | +0.23 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 453,177436,292 | +16,885+3.9% | $2,163 萬$2,161 萬 | +$80.6 萬 | 1.3%1.2% | +0.13 |
| MSFTMicrosoft Corp | 加碼歷史 | 83,41978,148 | +5,271+6.7% | $1,943 萬$2,007 萬 | +$122.8 萬 | 1.2%1.1% | +0.08 |
| iShares Tr464288885 | 加碼– | 266,834216,844 | +49,990+23.1% | $1,936 萬$1,745 萬 | +$362.7 萬 | 1.2%0.9% | +0.22 |
| iShares Tips Bond ETF464287176 | 減碼– | 165,026246,418 | −81,392−33.0% | $1,731 萬$2,807 萬 | −$853.8 萬 | 1.0%1.5% | −0.48 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 740,471718,203 | +22,268+3.1% | $1,676 萬$1,681 萬 | +$50.4 萬 | 1.0%0.9% | +0.10 |
| iShares Tr464288588 | 減碼– | 177,484204,290 | −26,806−13.1% | $1,625 萬$1,992 萬 | −$245.5 萬 | 1.0%1.1% | −0.10 |
| iShares Inc464286533 | 加碼– | 314,909306,884 | +8,025+2.6% | $1,596 萬$1,701 萬 | +$40.7 萬 | 1.0%0.9% | +0.04 |
| J P Morgan Exchange Traded F46641Q241 | 減碼– | 347,335356,234 | −8,899−2.5% | $1,580 萬$1,709 萬 | −$40.5 萬 | 0.9%0.9% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 75,93574,778 | +1,157+1.5% | $1,298 萬$1,317 萬 | +$19.8 萬 | 0.8%0.7% | +0.07 |
| J P Morgan Exchange-Traded F46641Q407 | 加碼– | 151,111147,934 | +3,177+2.1% | $1,292 萬$1,354 萬 | +$27.2 萬 | 0.8%0.7% | +0.04 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 337,445319,254 | +18,191+5.7% | $1,231 萬$1,330 萬 | +$66.4 萬 | 0.7%0.7% | +0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 160,679152,128 | +8,551+5.6% | $1,181 萬$1,181 萬 | +$62.8 萬 | 0.7%0.6% | +0.07 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 424,820414,728 | +10,092+2.4% | $1,179 萬$1,208 萬 | +$28.0 萬 | 0.7%0.7% | +0.05 |
| iShares Tr46435G474 | 減碼– | 471,704615,300 | −143,596−23.3% | $1,127 萬$1,515 萬 | −$343.2 萬 | 0.7%0.8% | −0.14 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 161,582159,313 | +2,269+1.4% | $1,068 萬$1,119 萬 | +$15.0 萬 | 0.6%0.6% | +0.04 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 231,536224,668 | +6,868+3.1% | $1,044 萬$1,074 萬 | +$31.0 萬 | 0.6%0.6% | +0.05 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 28,23524,061 | +4,174+17.3% | $1,013 萬$912.2 萬 | +$149.7 萬 | 0.6%0.5% | +0.11 |
| Vanguard World FD921910873 | 減碼– | 79,607114,362 | −34,755−30.4% | $993.7 萬$1,507 萬 | −$433.8 萬 | 0.6%0.8% | −0.22 |
| FXYInvesco CurrencyShares Japanese Yen Trust | 新進歷史 | 153,0550 | +153,055 | $988.9 萬$0 | +$988.9 萬 | 0.6%0.0% | +0.59 |
| Vanguard Real Estate ETF922908553 | 加碼– | 123,233121,174 | +2,059+1.7% | $988.0 萬$1,104 萬 | +$16.5 萬 | 0.6%0.6% | 0.00 |
| Goldman Sachs ETF Tr381430503 | 加碼– | 138,862136,360 | +2,502+1.8% | $986.2 萬$1,022 萬 | +$17.8 萬 | 0.6%0.6% | +0.04 |
| AMZNAmazon Com Inc | 加碼歷史 | 80,43577,237 | +3,198+4.1% | $908.9 萬$820.3 萬 | +$36.1 萬 | 0.5%0.4% | +0.10 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 265,92457,255 | +208,669+364.5% | $905.7 萬$206.0 萬 | +$710.7 萬 | 0.5%0.1% | +0.43 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 124,83068,829 | +56,001+81.4% | $899.0 萬$492.2 萬 | +$403.3 萬 | 0.5%0.3% | +0.27 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 65,69569,061 | −3,366−4.9% | $887.9 萬$990.9 萬 | −$45.5 萬 | 0.5%0.5% | 0.00 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 175,988167,361 | +8,627+5.2% | $864.8 萬$863.5 萬 | +$42.4 萬 | 0.5%0.5% | +0.05 |
| SPDR Series Trust78468R812 | 新進– | 80,5960 | +80,596 | $818.6 萬$0 | +$818.6 萬 | 0.5%0.0% | +0.49 |
| ETF Ser Solutions26922B105 | 減碼– | 335,975387,548 | −51,573−13.3% | $810.7 萬$966.9 萬 | −$124.4 萬 | 0.5%0.5% | −0.04 |
| iShares Core High Dividend ETF46429B663 | 減碼– | 87,357111,231 | −23,874−21.5% | $797.5 萬$1,117 萬 | −$218.0 萬 | 0.5%0.6% | −0.13 |
| Timothy Plan887432326 | 加碼– | 277,897270,738 | +7,159+2.6% | $779.1 萬$801.7 萬 | +$20.1 萬 | 0.5%0.4% | +0.03 |
| Timothy Plan887432359 | 加碼– | 256,321247,527 | +8,794+3.6% | $772.8 萬$774.2 萬 | +$26.5 萬 | 0.5%0.4% | +0.05 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 36,60211,310 | +25,292+223.6% | $770.1 萬$247.4 萬 | +$532.1 萬 | 0.5%0.1% | +0.33 |
| Vanguard BD Index FDS921937793 | 加碼– | 104,52495,652 | +8,872+9.3% | $752.1 萬$762.5 萬 | +$63.8 萬 | 0.5%0.4% | +0.04 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 14,68214,740 | −58−0.4% | $741.5 萬$757.1 萬 | −$2.93 萬 | 0.4%0.4% | +0.04 |
| Schwab Strategic Tr808524862 | 減碼– | 151,540153,640 | −2,100−1.4% | $731.3 萬$755.7 萬 | −$10.1 萬 | 0.4%0.4% | +0.03 |
| Timothy Plan887432334 | 加碼– | 349,212337,985 | +11,227+3.3% | $707.5 萬$771.2 萬 | +$22.7 萬 | 0.4%0.4% | +0.01 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 71,07861,304 | +9,774+15.9% | $702.6 萬$607.6 萬 | +$96.6 萬 | 0.4%0.3% | +0.09 |
| iShares Russell 1000 Value ETF464287598 | 新進– | 51,6240 | +51,624 | $702.0 萬$0 | +$702.0 萬 | 0.4%0.0% | +0.42 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 減碼– | 237,900254,091 | −16,191−6.4% | $695.1 萬$755.4 萬 | −$47.3 萬 | 0.4%0.4% | +0.01 |
| iShares Tr464288653 | 減碼– | 63,79366,224 | −2,431−3.7% | $695.0 萬$795.7 萬 | −$26.5 萬 | 0.4%0.4% | −0.01 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 311,179295,787 | +15,392+5.2% | $689.3 萬$735.9 萬 | +$34.1 萬 | 0.4%0.4% | +0.02 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 74,25143,224 | +31,027+71.8% | $680.2 萬$395.5 萬 | +$284.2 萬 | 0.4%0.2% | +0.19 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 86,56547,267 | +39,298+83.1% | $679.0 萬$374.5 萬 | +$308.2 萬 | 0.4%0.2% | +0.21 |
| Schwab US Tips ETF808524870 | 加碼– | 130,836128,798 | +2,038+1.6% | $677.7 萬$718.6 萬 | +$10.6 萬 | 0.4%0.4% | +0.02 |
| TSLATesla, Inc. | 加碼依 3 比 1 拆股換算歷史 | 25,47220,616 | +4,856+23.6% | $675.6 萬$462.8 萬 | +$128.8 萬 | 0.4%0.3% | +0.16 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 73,90573,476 | +429+0.6% | $663.0 萬$699.8 萬 | +$3.85 萬 | 0.4%0.4% | +0.02 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 63,99125,763 | +38,228+148.4% | $655.6 萬$283.5 萬 | +$391.7 萬 | 0.4%0.2% | +0.24 |
| Schwab International Equity ETF808524805 | 減碼– | 226,593233,420 | −6,827−2.9% | $637.4 萬$734.1 萬 | −$19.2 萬 | 0.4%0.4% | −0.01 |
| GOOGLAlphabet Inc. | 減碼依 20 比 1 拆股換算歷史 | 64,885793,680 | −728,795−91.8% | $620.6 萬$8,648 萬 | −$6,971 萬 | 0.4%4.7% | −4.31 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 23,20926,014 | −2,805−10.8% | $620.3 萬$729.1 萬 | −$75.0 萬 | 0.4%0.4% | −0.02 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 173,198208,516 | −35,318−16.9% | $618.7 萬$853.7 萬 | −$126.2 萬 | 0.4%0.5% | −0.09 |
| SPDR Series Trust78468R101 | 減碼– | 213,219219,230 | −6,011−2.7% | $616.5 萬$645.6 萬 | −$17.4 萬 | 0.4%0.3% | +0.02 |
| Ssga Active ETF Tr78467V608 | 加碼– | 146,698103,335 | +43,363+42.0% | $599.5 萬$430.3 萬 | +$177.2 萬 | 0.4%0.2% | +0.13 |
| Vanguard World FD921910840 | 新進– | 65,1020 | +65,102 | $585.4 萬$0 | +$585.4 萬 | 0.4%0.0% | +0.35 |
| HDHome Depot, Inc. | 加碼歷史 | 21,03918,525 | +2,514+13.6% | $580.6 萬$508.1 萬 | +$69.4 萬 | 0.3%0.3% | +0.07 |
| iShares Tr46429B655 | 加碼– | 115,37483,971 | +31,403+37.4% | $580.0 萬$419.2 萬 | +$157.9 萬 | 0.3%0.2% | +0.12 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 84,40763,214 | +21,193+33.5% | $560.7 萬$452.8 萬 | +$140.8 萬 | 0.3%0.2% | +0.09 |
| iShares Russell 2000 ETF464287655 | 加碼– | 31,65814,098 | +17,560+124.6% | $522.1 萬$238.8 萬 | +$289.6 萬 | 0.3%0.1% | +0.18 |
| PEPPepsiCo Inc | 加碼歷史 | 31,59031,193 | +397+1.3% | $515.7 萬$519.9 萬 | +$6.48 萬 | 0.3%0.3% | +0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 28,65227,890 | +762+2.7% | $514.2 萬$526.1 萬 | +$13.7 萬 | 0.3%0.3% | +0.02 |
| ABBVAbbVie Inc. | 加碼歷史 | 35,45927,054 | +8,405+31.1% | $475.9 萬$414.4 萬 | +$112.8 萬 | 0.3%0.2% | +0.06 |
| iShares Russell Mid-Cap Value ETF464287473 | 加碼– | 48,2928,727 | +39,565+453.4% | $463.8 萬$88.6 萬 | +$380.0 萬 | 0.3%<0.1% | +0.23 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 48,18644,567 | +3,619+8.1% | $457.2 萬$453.3 萬 | +$34.3 萬 | 0.3%0.2% | +0.03 |
| WMTWalmart Inc. | 加碼歷史 | 34,99228,233 | +6,759+23.9% | $453.9 萬$343.3 萬 | +$87.7 萬 | 0.3%0.2% | +0.09 |
| PIMCO ETF Tr72201R718 | 加碼– | 46,59236,754 | +9,838+26.8% | $441.3 萬$352.9 萬 | +$93.2 萬 | 0.3%0.2% | +0.07 |
| iShares Tr46435G102 | 減碼– | 63,47764,681 | −1,204−1.9% | $437.4 萬$448.7 萬 | −$8.30 萬 | 0.3%0.2% | +0.02 |
| PGProcter & Gamble Co | 加碼歷史 | 34,03529,880 | +4,155+13.9% | $429.7 萬$429.6 萬 | +$52.5 萬 | 0.3%0.2% | +0.03 |
| Invesco Actvely MNGD Etc FD46090F100 | 加碼– | 259,849248,607 | +11,242+4.5% | $420.4 萬$448.5 萬 | +$18.2 萬 | 0.3%0.2% | +0.01 |
| CVXChevron Corp | 加碼歷史 | 28,43427,419 | +1,015+3.7% | $408.5 萬$397.0 萬 | +$14.6 萬 | 0.2%0.2% | +0.03 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 79,01242,059 | +36,953+87.9% | $404.7 萬$233.2 萬 | +$189.3 萬 | 0.2%0.1% | +0.12 |
| MCDMcDonalds Corp | 加碼歷史 | 17,21013,961 | +3,249+23.3% | $397.1 萬$344.7 萬 | +$75.0 萬 | 0.2%0.2% | +0.05 |
| Northern LTS FD Tr IV66538H591 | 新進– | 108,4240 | +108,424 | $385.3 萬$0 | +$385.3 萬 | 0.2%0.0% | +0.23 |
| MAMastercard Inc | 加碼歷史 | 13,40212,433 | +969+7.8% | $381.1 萬$392.2 萬 | +$27.6 萬 | 0.2%0.2% | +0.02 |
| NEENextera Energy Inc | 加碼歷史 | 45,59438,877 | +6,717+17.3% | $357.5 萬$301.1 萬 | +$52.7 萬 | 0.2%0.2% | +0.05 |
| AVGOBroadcom Inc. | 加碼歷史 | 8,0026,903 | +1,099+15.9% | $355.4 萬$335.4 萬 | +$48.8 萬 | 0.2%0.2% | +0.03 |
| iShares Tr464287150 | 加碼– | 43,57240,052 | +3,520+8.8% | $346.5 萬$335.5 萬 | +$28.0 萬 | 0.2%0.2% | +0.03 |
| LOWLowes Companies Inc | 加碼歷史 | 18,13716,178 | +1,959+12.1% | $340.6 萬$282.5 萬 | +$36.8 萬 | 0.2%0.2% | +0.05 |
| VVisa Inc. | 加碼歷史 | 18,91015,165 | +3,745+24.7% | $336.0 萬$298.6 萬 | +$66.5 萬 | 0.2%0.2% | +0.04 |
| JNJJohnson & Johnson | 減碼歷史 | 20,45621,214 | −758−3.6% | $334.2 萬$376.6 萬 | −$12.4 萬 | 0.2%0.2% | 0.00 |
| Vanguard Malvern FDS922020805 | 加碼– | 68,80355,845 | +12,958+23.2% | $331.0 萬$279.9 萬 | +$62.3 萬 | 0.2%0.2% | +0.05 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 減碼– | 127,487127,908 | −421−0.3% | $328.9 萬$368.9 萬 | −$1.09 萬 | 0.2%0.2% | 0.00 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 37,13933,535 | +3,604+10.7% | $324.3 萬$287.1 萬 | +$31.5 萬 | 0.2%0.2% | +0.04 |
| iShares Tr46435U853 | 減碼– | 96,33499,356 | −3,022−3.0% | $323.9 萬$344.0 萬 | −$10.2 萬 | 0.2%0.2% | +0.01 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 30,94029,044 | +1,896+6.5% | $323.3 萬$327.1 萬 | +$19.8 萬 | 0.2%0.2% | +0.02 |
| Dimensional ETF Trust25434V104 | 減碼– | 126,669146,158 | −19,489−13.3% | $318.6 萬$386.3 萬 | −$49.0 萬 | 0.2%0.2% | −0.02 |
| KOCoca Cola Co | 加碼歷史 | 56,85547,757 | +9,098+19.1% | $318.5 萬$300.4 萬 | +$51.0 萬 | 0.2%0.2% | +0.03 |
| DEDeere & Co | 加碼歷史 | 9,4993,509 | +5,990+170.7% | $317.2 萬$105.1 萬 | +$200.0 萬 | 0.2%0.1% | +0.13 |
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。