Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2022 年第 3 季到 2022 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
- 94 檔
- 估計 +$4,343 萬
- 加碼
- 349 檔
- 估計 +$1.68 億
- 減碼
- 272 檔
- 估計 −$1.28 億
- 清倉
- 56 檔
- 估計 −$2,700 萬
總值從 $16.6 億變成 $18.2 億（+$1.52 億 (+9.1%)），持股從 693 檔變成 731 檔（+38）。
2022 年第 4 季全部持倉2022 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 4 季，下面灰字是 2022 年第 3 季。兩季之間拆股的股票，2022 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） |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V613 | 加碼– | 1,951,7341,695,279 | +256,455+15.1% | $8,769 萬$7,544 萬 | +$1,152 萬 | 4.8%4.5% | +0.30 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 401,703407,243 | −5,540−1.4% | $5,639 萬$5,029 萬 | −$77.8 萬 | 3.1%3.0% | +0.08 |
| iShares Tr46435G425 | 減碼– | 618,620763,221 | −144,601−18.9% | $5,243 萬$6,061 萬 | −$1,225 萬 | 2.9%3.6% | −0.75 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,191,3331,133,016 | +58,317+5.1% | $5,000 萬$4,120 萬 | +$244.8 萬 | 2.8%2.5% | +0.28 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 198,899181,416 | +17,483+9.6% | $4,239 萬$3,881 萬 | +$372.6 萬 | 2.3%2.3% | 0.00 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 915,415927,809 | −12,394−1.3% | $4,118 萬$3,896 萬 | −$55.7 萬 | 2.3%2.3% | −0.07 |
| J P Morgan Exchange-Traded F46641Q209 | 加碼– | 751,278729,009 | +22,269+3.1% | $3,702 萬$3,122 萬 | +$109.7 萬 | 2.0%1.9% | +0.16 |
| iShares Tr464288588 | 加碼– | 381,790177,484 | +204,306+115.1% | $3,541 萬$1,625 萬 | +$1,895 萬 | 2.0%1.0% | +0.97 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 430,409411,831 | +18,578+4.5% | $3,240 萬$3,081 萬 | +$139.9 萬 | 1.8%1.9% | −0.07 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 83,24684,166 | −920−1.1% | $3,184 萬$3,006 萬 | −$35.2 萬 | 1.8%1.8% | −0.05 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 351,565361,108 | −9,543−2.6% | $2,959 萬$2,759 萬 | −$80.3 萬 | 1.6%1.7% | −0.03 |
| iShares U.S. Treasury Bond ETF46429B267 | 減碼– | 1,246,9782,546,811 | −1,299,833−51.0% | $2,833 萬$5,797 萬 | −$2,953 萬 | 1.6%3.5% | −1.92 |
| iShares Tr464287457 | 減碼– | 307,429352,153 | −44,724−12.7% | $2,495 萬$2,860 萬 | −$363.0 萬 | 1.4%1.7% | −0.34 |
| iShares Tr464288885 | 加碼– | 270,171266,834 | +3,337+1.3% | $2,263 萬$1,936 萬 | +$28.0 萬 | 1.2%1.2% | +0.08 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 470,853453,177 | +17,676+3.9% | $2,233 萬$2,163 萬 | +$83.8 萬 | 1.2%1.3% | −0.07 |
| AAPLApple Inc. | 加碼歷史 | 163,285160,227 | +3,058+1.9% | $2,122 萬$2,214 萬 | +$39.7 萬 | 1.2%1.3% | −0.16 |
| MSFTMicrosoft Corp | 減碼歷史 | 82,93283,419 | −487−0.6% | $1,989 萬$1,943 萬 | −$11.7 萬 | 1.1%1.2% | −0.07 |
| iShares Inc464286533 | 加碼– | 333,030314,909 | +18,121+5.8% | $1,767 萬$1,596 萬 | +$96.1 萬 | 1.0%1.0% | +0.01 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 45,97428,235 | +17,739+62.8% | $1,766 萬$1,013 萬 | +$681.5 萬 | 1.0%0.6% | +0.36 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 707,589740,471 | −32,882−4.4% | $1,630 萬$1,676 萬 | −$75.8 萬 | 0.9%1.0% | −0.11 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 80,75475,935 | +4,819+6.3% | $1,482 萬$1,298 萬 | +$88.4 萬 | 0.8%0.8% | +0.04 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 368,156337,445 | +30,711+9.1% | $1,435 萬$1,231 萬 | +$119.7 萬 | 0.8%0.7% | +0.05 |
| J P Morgan Exchange-Traded F46641Q407 | 減碼– | 145,287151,111 | −5,824−3.9% | $1,377 萬$1,292 萬 | −$55.2 萬 | 0.8%0.8% | −0.02 |
| SPDR Series Trust78468R408 | 加碼– | 560,74539,461 | +521,284+1,321.0% | $1,359 萬$93.8 萬 | +$1,264 萬 | 0.7%0.1% | +0.69 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 443,796424,820 | +18,976+4.5% | $1,329 萬$1,179 萬 | +$56.8 萬 | 0.7%0.7% | +0.02 |
| iShares Tr464288653 | 加碼– | 120,09263,793 | +56,299+88.3% | $1,299 萬$695.0 萬 | +$609.0 萬 | 0.7%0.4% | +0.30 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 84,86165,695 | +19,166+29.2% | $1,289 萬$887.9 萬 | +$291.0 萬 | 0.7%0.5% | +0.18 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 170,076160,679 | +9,397+5.8% | $1,264 萬$1,181 萬 | +$69.8 萬 | 0.7%0.7% | −0.01 |
| J P Morgan Exchange Traded F46641Q241 | 減碼– | 255,523347,335 | −91,812−26.4% | $1,170 萬$1,580 萬 | −$420.4 萬 | 0.6%0.9% | −0.31 |
| iShares Tr464287721 | 加碼– | 152,7527,171 | +145,581+2,030.1% | $1,138 萬$52.6 萬 | +$1,084 萬 | 0.6%<0.1% | +0.60 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 156,333161,582 | −5,249−3.2% | $1,127 萬$1,068 萬 | −$37.8 萬 | 0.6%0.6% | −0.02 |
| Vanguard Real Estate ETF922908553 | 加碼– | 134,886123,233 | +11,653+9.5% | $1,113 萬$988.0 萬 | +$96.1 萬 | 0.6%0.6% | +0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 243,170231,536 | +11,634+5.0% | $1,107 萬$1,044 萬 | +$53.0 萬 | 0.6%0.6% | −0.02 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 123,728124,830 | −1,102−0.9% | $1,082 萬$899.0 萬 | −$9.64 萬 | 0.6%0.5% | +0.06 |
| Vanguard World FD921910873 | 減碼– | 79,35079,607 | −257−0.3% | $1,051 萬$993.7 萬 | −$3.40 萬 | 0.6%0.6% | −0.02 |
| Goldman Sachs ETF Tr381430503 | 減碼– | 135,603138,862 | −3,259−2.3% | $1,032 萬$986.2 萬 | −$24.8 萬 | 0.6%0.6% | −0.02 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 加碼– | 70,63511,237 | +59,398+528.6% | $1,031 萬$147.4 萬 | +$866.8 萬 | 0.6%0.1% | +0.48 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 36,29923,209 | +13,090+56.4% | $966.6 萬$620.3 萬 | +$348.6 萬 | 0.5%0.4% | +0.16 |
| Timothy Plan887432326 | 加碼– | 293,369277,897 | +15,472+5.6% | $913.4 萬$779.1 萬 | +$48.2 萬 | 0.5%0.5% | +0.03 |
| Timothy Plan887432359 | 加碼– | 270,188256,321 | +13,867+5.4% | $905.1 萬$772.8 萬 | +$46.5 萬 | 0.5%0.5% | +0.03 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 減碼– | 243,808265,924 | −22,116−8.3% | $901.4 萬$905.7 萬 | −$81.8 萬 | 0.5%0.5% | −0.05 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 180,819175,988 | +4,831+2.7% | $890.2 萬$864.8 萬 | +$23.8 萬 | 0.5%0.5% | −0.03 |
| iShares Tr46429B655 | 加碼– | 176,395115,374 | +61,021+52.9% | $887.8 萬$580.0 萬 | +$307.1 萬 | 0.5%0.3% | +0.14 |
| Vanguard BD Index FDS921937793 | 加碼– | 120,227104,524 | +15,703+15.0% | $870.9 萬$752.1 萬 | +$113.7 萬 | 0.5%0.5% | +0.03 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 332,414311,179 | +21,235+6.8% | $866.6 萬$689.3 萬 | +$55.4 萬 | 0.5%0.4% | +0.06 |
| Timothy Plan887432334 | 加碼– | 371,001349,212 | +21,789+6.2% | $862.9 萬$707.5 萬 | +$50.7 萬 | 0.5%0.4% | +0.05 |
| SPDR Series Trust78468R812 | 減碼– | 77,26380,596 | −3,333−4.1% | $852.3 萬$818.6 萬 | −$36.8 萬 | 0.5%0.5% | −0.02 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 278,435237,900 | +40,535+17.0% | $818.1 萬$695.1 萬 | +$119.1 萬 | 0.5%0.4% | +0.03 |
| Vanguard Malvern FDS922020805 | 加碼– | 173,77268,803 | +104,969+152.6% | $811.7 萬$331.0 萬 | +$490.3 萬 | 0.4%0.2% | +0.25 |
| SPDR Series Trust78468R101 | 加碼– | 277,166213,219 | +63,947+30.0% | $800.8 萬$616.5 萬 | +$184.8 萬 | 0.4%0.4% | +0.07 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 24,8589,073 | +15,785+174.0% | $767.9 萬$242.3 萬 | +$487.6 萬 | 0.4%0.1% | +0.28 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 35,82436,602 | −778−2.1% | $767.5 萬$770.1 萬 | −$16.7 萬 | 0.4%0.5% | −0.04 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 50,36551,624 | −1,259−2.4% | $763.8 萬$702.0 萬 | −$19.1 萬 | 0.4%0.4% | 0.00 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 14,03014,682 | −652−4.4% | $743.9 萬$741.5 萬 | −$34.6 萬 | 0.4%0.4% | −0.04 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 88,13386,565 | +1,568+1.8% | $736.8 萬$679.0 萬 | +$13.1 萬 | 0.4%0.4% | 0.00 |
| ETF Ser Solutions26922B105 | 減碼– | 298,462335,975 | −37,513−11.2% | $734.2 萬$810.7 萬 | −$92.3 萬 | 0.4%0.5% | −0.08 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 94,68684,407 | +10,279+12.2% | $715.3 萬$560.7 萬 | +$77.7 萬 | 0.4%0.3% | +0.06 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 71,65171,078 | +573+0.8% | $706.8 萬$702.6 萬 | +$5.65 萬 | 0.4%0.4% | −0.03 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 64,70848,186 | +16,522+34.3% | $700.2 萬$457.2 萬 | +$178.8 萬 | 0.4%0.3% | +0.11 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 36,43328,652 | +7,781+27.2% | $696.6 萬$514.2 萬 | +$148.8 萬 | 0.4%0.3% | +0.07 |
| Schwab Strategic Tr808524862 | 減碼– | 143,847151,540 | −7,693−5.1% | $693.9 萬$731.3 萬 | −$37.1 萬 | 0.4%0.4% | −0.06 |
| Schwab International Equity ETF808524805 | 減碼– | 209,933226,593 | −16,660−7.4% | $676.2 萬$637.4 萬 | −$53.7 萬 | 0.4%0.4% | −0.01 |
| AMZNAmazon Com Inc | 減碼歷史 | 78,42580,435 | −2,010−2.5% | $658.7 萬$908.9 萬 | −$16.9 萬 | 0.4%0.5% | −0.18 |
| Schwab US Tips ETF808524870 | 減碼– | 126,170130,836 | −4,666−3.6% | $653.4 萬$677.7 萬 | −$24.2 萬 | 0.4%0.4% | −0.05 |
| iShares Tips Bond ETF464287176 | 減碼– | 61,245165,026 | −103,781−62.9% | $651.9 萬$1,731 萬 | −$1,105 萬 | 0.4%1.0% | −0.68 |
| Vanguard World FD921910840 | 減碼– | 62,94365,102 | −2,159−3.3% | $647.4 萬$585.4 萬 | −$22.2 萬 | 0.4%0.4% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 70,44574,251 | −3,806−5.1% | $644.3 萬$680.2 萬 | −$34.8 萬 | 0.4%0.4% | −0.05 |
| iShares Russell 2000 ETF464287655 | 加碼– | 36,53931,658 | +4,881+15.4% | $637.1 萬$522.1 萬 | +$85.1 萬 | 0.4%0.3% | +0.04 |
| HDHome Depot, Inc. | 減碼歷史 | 19,82421,039 | −1,215−5.8% | $626.2 萬$580.6 萬 | −$38.4 萬 | 0.3%0.3% | 0.00 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 68,61573,905 | −5,290−7.2% | $620.8 萬$663.0 萬 | −$47.9 萬 | 0.3%0.4% | −0.06 |
| ABBVAbbVie Inc. | 加碼歷史 | 36,16635,459 | +707+2.0% | $584.5 萬$475.9 萬 | +$11.4 萬 | 0.3%0.3% | +0.04 |
| GOOGLAlphabet Inc. | 加碼歷史 | 65,87864,885 | +993+1.5% | $581.2 萬$620.6 萬 | +$8.76 萬 | 0.3%0.4% | −0.05 |
| PGProcter & Gamble Co | 加碼歷史 | 38,14134,035 | +4,106+12.1% | $578.1 萬$429.7 萬 | +$62.2 萬 | 0.3%0.3% | +0.06 |
| PEPPepsiCo Inc | 加碼歷史 | 31,70731,590 | +117+0.4% | $572.8 萬$515.7 萬 | +$2.11 萬 | 0.3%0.3% | +0.01 |
| Ssga Active ETF Tr78467V608 | 減碼– | 131,445146,698 | −15,253−10.4% | $537.6 萬$599.5 萬 | −$62.4 萬 | 0.3%0.4% | −0.06 |
| MAMastercard Inc | 加碼歷史 | 14,99213,402 | +1,590+11.9% | $521.3 萬$381.1 萬 | +$55.3 萬 | 0.3%0.2% | +0.06 |
| CVXChevron Corp | 減碼歷史 | 28,41728,434 | −17−0.1% | $510.0 萬$408.5 萬 | −$3,050.99 | 0.3%0.2% | +0.04 |
| iShares Russell Mid-Cap Value ETF464287473 | 減碼– | 48,15048,292 | −142−0.3% | $507.2 萬$463.8 萬 | −$1.50 萬 | 0.3%0.3% | 0.00 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 126,822108,424 | +18,398+17.0% | $491.9 萬$385.3 萬 | +$71.4 萬 | 0.3%0.2% | +0.04 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 減碼– | 171,687173,198 | −1,511−0.9% | $484.0 萬$618.7 萬 | −$4.26 萬 | 0.3%0.4% | −0.11 |
| NEENextera Energy Inc | 加碼歷史 | 57,56245,594 | +11,968+26.2% | $481.2 萬$357.5 萬 | +$100.0 萬 | 0.3%0.2% | +0.05 |
| AVGOBroadcom Inc. | 加碼歷史 | 8,3598,002 | +357+4.5% | $467.4 萬$355.4 萬 | +$20.0 萬 | 0.3%0.2% | +0.04 |
| WMTWalmart Inc. | 減碼歷史 | 32,61134,992 | −2,381−6.8% | $462.4 萬$453.9 萬 | −$33.8 萬 | 0.3%0.3% | −0.02 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 18,41912,342 | +6,077+49.2% | $445.5 萬$270.6 萬 | +$147.0 萬 | 0.2%0.2% | +0.08 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 加碼– | 88,15360,813 | +27,340+45.0% | $441.9 萬$305.0 萬 | +$137.1 萬 | 0.2%0.2% | +0.06 |
| MCDMcDonalds Corp | 減碼歷史 | 16,75317,210 | −457−2.7% | $441.5 萬$397.1 萬 | −$12.0 萬 | 0.2%0.2% | 0.00 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 31,96730,940 | +1,027+3.3% | $428.7 萬$323.3 萬 | +$13.8 萬 | 0.2%0.2% | +0.04 |
| DEDeere & Co | 加碼歷史 | 9,7909,499 | +291+3.1% | $419.8 萬$317.2 萬 | +$12.5 萬 | 0.2%0.2% | +0.04 |
| iShares Tr46435G102 | 減碼– | 60,20163,477 | −3,276−5.2% | $418.3 萬$437.4 萬 | −$22.8 萬 | 0.2%0.3% | −0.03 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 11,8159,013 | +2,802+31.1% | $415.1 萬$295.9 萬 | +$98.4 萬 | 0.2%0.2% | +0.05 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 36,29837,139 | −841−2.3% | $400.4 萬$324.3 萬 | −$9.28 萬 | 0.2%0.2% | +0.03 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 73,14079,012 | −5,872−7.4% | $398.5 萬$404.7 萬 | −$32.0 萬 | 0.2%0.2% | −0.02 |
| iShares Tr464287150 | 加碼– | 46,49743,572 | +2,925+6.7% | $394.3 萬$346.5 萬 | +$24.8 萬 | 0.2%0.2% | +0.01 |
| TSLATesla, Inc. | 加碼歷史 | 31,84325,472 | +6,371+25.0% | $392.2 萬$675.6 萬 | +$78.5 萬 | 0.2%0.4% | −0.19 |
| PIMCO ETF Tr72201R718 | 減碼– | 40,96346,592 | −5,629−12.1% | $386.1 萬$441.3 萬 | −$53.1 萬 | 0.2%0.3% | −0.05 |
| KOCoca Cola Co | 加碼歷史 | 60,14756,855 | +3,292+5.8% | $382.6 萬$318.5 萬 | +$20.9 萬 | 0.2%0.2% | +0.02 |
| VVisa Inc. | 減碼歷史 | 18,27618,910 | −634−3.4% | $379.8 萬$336.0 萬 | −$13.2 萬 | 0.2%0.2% | +0.01 |
| iShares Tr46435U853 | 加碼– | 109,07596,334 | +12,741+13.2% | $376.7 萬$323.9 萬 | +$44.0 萬 | 0.2%0.2% | +0.01 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 34,93563,991 | −29,056−45.4% | $368.3 萬$655.6 萬 | −$306.3 萬 | 0.2%0.4% | −0.19 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 56,02051,349 | +4,671+9.1% | $367.7 萬$287.6 萬 | +$30.7 萬 | 0.2%0.2% | +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。