Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2023 年第 3 季到 2023 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 +$6,017 萬
- 加碼
- 263 檔
- 估計 +$1.41 億
- 減碼
- 233 檔
- 估計 −$1.18 億
- 清倉
- 65 檔
- 估計 −$2,893 萬
總值從 $13.9 億變成 $15.6 億（+$1.72 億 (+12.4%)），持股從 567 檔變成 619 檔（+52）。
2023 年第 4 季全部持倉2023 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 4 季，下面灰字是 2023 年第 3 季。兩季之間拆股的股票，2023 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） |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | 加碼– | 387,012373,011 | +14,001+3.8% | $5,786 萬$5,145 萬 | +$209.3 萬 | 3.7%3.7% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 184,431188,117 | −3,686−2.0% | $5,734 萬$5,123 萬 | −$114.6 萬 | 3.7%3.7% | −0.02 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 992,421803,207 | +189,214+23.6% | $5,548 萬$4,037 萬 | +$1,058 萬 | 3.6%2.9% | +0.65 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,151,0631,142,787 | +8,276+0.7% | $5,514 萬$4,996 萬 | +$39.6 萬 | 3.5%3.6% | −0.07 |
| iShares Tr46434V613 | 減碼– | 1,114,2161,236,794 | −122,578−9.9% | $5,133 萬$5,407 萬 | −$564.7 萬 | 3.3%3.9% | −0.60 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 529,160502,776 | +26,384+5.2% | $2,612 萬$2,405 萬 | +$130.2 萬 | 1.7%1.7% | −0.06 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 329,655325,807 | +3,848+1.2% | $2,539 萬$2,449 萬 | +$29.6 萬 | 1.6%1.8% | −0.14 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 159,332161,307 | −1,975−1.2% | $2,344 萬$2,126 萬 | −$29.1 萬 | 1.5%1.5% | −0.03 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 48,30342,235 | +6,068+14.4% | $2,296 萬$1,805 萬 | +$288.4 萬 | 1.5%1.3% | +0.17 |
| iShares Tr464288588 | 減碼– | 230,987243,098 | −12,111−5.0% | $2,173 萬$2,159 萬 | −$113.9 萬 | 1.4%1.6% | −0.16 |
| AAPLApple Inc. | 加碼歷史 | 97,34489,993 | +7,351+8.2% | $1,874 萬$1,541 萬 | +$141.5 萬 | 1.2%1.1% | +0.09 |
| MSFTMicrosoft Corp | 加碼歷史 | 48,95744,536 | +4,421+9.9% | $1,841 萬$1,406 萬 | +$166.2 萬 | 1.2%1.0% | +0.17 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 44,33639,465 | +4,871+12.3% | $1,816 萬$1,414 萬 | +$199.5 萬 | 1.2%1.0% | +0.15 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 83,46780,284 | +3,183+4.0% | $1,781 萬$1,518 萬 | +$67.9 萬 | 1.1%1.1% | +0.05 |
| iShares Tr46434V282 | 加碼– | 351,951319,336 | +32,615+10.2% | $1,700 萬$1,383 萬 | +$157.5 萬 | 1.1%1.0% | +0.09 |
| iShares Tr464288877 | 減碼– | 324,137447,976 | −123,839−27.6% | $1,689 萬$2,192 萬 | −$645.2 萬 | 1.1%1.6% | −0.50 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 393,254374,696 | +18,558+5.0% | $1,616 萬$1,469 萬 | +$76.3 萬 | 1.0%1.1% | −0.02 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 632,842663,005 | −30,163−4.5% | $1,493 萬$1,501 萬 | −$71.2 萬 | 1.0%1.1% | −0.12 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 159,680246,487 | −86,807−35.2% | $1,467 萬$2,062 萬 | −$797.6 萬 | 0.9%1.5% | −0.54 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 185,992178,305 | +7,687+4.3% | $1,421 萬$1,289 萬 | +$58.7 萬 | 0.9%0.9% | −0.02 |
| Timothy Plan887432359 | 加碼– | 368,485363,479 | +5,006+1.4% | $1,408 萬$1,253 萬 | +$19.1 萬 | 0.9%0.9% | 0.00 |
| Vanguard World FD921910873 | 加碼– | 81,55476,542 | +5,012+6.5% | $1,381 萬$1,162 萬 | +$84.8 萬 | 0.9%0.8% | +0.05 |
| Vanguard Real Estate ETF922908553 | 加碼– | 156,076144,758 | +11,318+7.8% | $1,379 萬$1,095 萬 | +$100.0 萬 | 0.9%0.8% | +0.09 |
| WisdomTree Tr97717Y527 | 減碼– | 266,807293,591 | −26,784−9.1% | $1,340 萬$1,477 萬 | −$134.6 萬 | 0.9%1.1% | −0.20 |
| SPDR Series Trust78468R812 | 減碼– | 100,972106,256 | −5,284−5.0% | $1,334 萬$1,282 萬 | −$69.8 萬 | 0.9%0.9% | −0.07 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 443,331438,058 | +5,273+1.2% | $1,309 萬$1,154 萬 | +$15.6 萬 | 0.8%0.8% | +0.01 |
| SPDR Series Trust78468R101 | 減碼– | 440,066467,046 | −26,980−5.8% | $1,278 萬$1,341 萬 | −$78.4 萬 | 0.8%1.0% | −0.15 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 270,400263,166 | +7,234+2.7% | $1,254 萬$1,152 萬 | +$33.5 萬 | 0.8%0.8% | −0.03 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 25,81526,294 | −479−1.8% | $1,233 萬$1,129 萬 | −$22.9 萬 | 0.8%0.8% | −0.02 |
| Vanguard BD Index FDS921937793 | 加碼– | 160,633140,616 | +20,017+14.2% | $1,198 萬$943.0 萬 | +$149.3 萬 | 0.8%0.7% | +0.09 |
| iShares Tr464287432 | 加碼– | 117,58998,003 | +19,586+20.0% | $1,163 萬$869.2 萬 | +$193.7 萬 | 0.7%0.6% | +0.12 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 66,85475,855 | −9,001−11.9% | $1,139 萬$1,179 萬 | −$153.4 萬 | 0.7%0.8% | −0.12 |
| iShares Tr464288885 | 減碼– | 114,277204,489 | −90,212−44.1% | $1,107 萬$1,765 萬 | −$873.7 萬 | 0.7%1.3% | −0.56 |
| iShares Tr464287721 | 加碼– | 89,25054,819 | +34,431+62.8% | $1,096 萬$575.2 萬 | +$422.7 萬 | 0.7%0.4% | +0.29 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 112,64970,905 | +41,744+58.9% | $1,042 萬$623.3 萬 | +$385.9 萬 | 0.7%0.4% | +0.22 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 133,219118,995 | +14,224+12.0% | $1,040 萬$861.3 萬 | +$111.0 萬 | 0.7%0.6% | +0.05 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 281,960278,647 | +3,313+1.2% | $984.0 萬$871.1 萬 | +$11.6 萬 | 0.6%0.6% | 0.00 |
| Timothy Plan887432326 | 加碼– | 288,022283,040 | +4,982+1.8% | $953.8 萬$866.4 萬 | +$16.5 萬 | 0.6%0.6% | −0.01 |
| AMZNAmazon Com Inc | 加碼歷史 | 60,83957,718 | +3,121+5.4% | $924.4 萬$733.8 萬 | +$47.4 萬 | 0.6%0.5% | +0.06 |
| First Tr Exchng Traded FD VI33740U505 | 新進– | 235,4550 | +235,455 | $918.1 萬$0 | +$918.1 萬 | 0.6%0.0% | +0.59 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 305,929304,071 | +1,858+0.6% | $911.1 萬$891.5 萬 | +$5.53 萬 | 0.6%0.6% | −0.06 |
| Northern LTS FD Tr IV66538H641 | 加碼– | 258,236256,177 | +2,059+0.8% | $896.0 萬$778.5 萬 | +$7.14 萬 | 0.6%0.6% | +0.01 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 80,07679,587 | +489+0.6% | $886.1 萬$812.0 萬 | +$5.41 萬 | 0.6%0.6% | −0.02 |
| Timothy Plan887432334 | 加碼– | 326,702323,207 | +3,495+1.1% | $864.0 萬$774.8 萬 | +$9.24 萬 | 0.6%0.6% | 0.00 |
| First Tr Exchng Traded FD VI33740U208 | 加碼– | 207,343151,376 | +55,967+37.0% | $863.0 萬$580.5 萬 | +$232.9 萬 | 0.6%0.4% | +0.13 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 35,65428,603 | +7,051+24.7% | $845.8 萬$607.6 萬 | +$167.3 萬 | 0.5%0.4% | +0.10 |
| iShares S&P 100 ETF464287101 | 加碼– | 36,5211,058 | +35,463+3,351.9% | $815.8 萬$21.2 萬 | +$792.2 萬 | 0.5%<0.1% | +0.51 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 107,267112,107 | −4,840−4.3% | $805.6 萬$767.0 萬 | −$36.3 萬 | 0.5%0.6% | −0.04 |
| iShares Tr46429B655 | 加碼– | 156,794108,724 | +48,070+44.2% | $793.7 萬$553.3 萬 | +$243.3 萬 | 0.5%0.4% | +0.11 |
| iShares Tr46435G326 | 減碼– | 121,860129,079 | −7,219−5.6% | $775.8 萬$752.3 萬 | −$46.0 萬 | 0.5%0.5% | −0.04 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 129,78070,024 | +59,756+85.3% | $713.5 萬$375.1 萬 | +$328.5 萬 | 0.5%0.3% | +0.19 |
| First Tr Exchng Traded FD VI33740F847 | 加碼– | 166,626123,263 | +43,363+35.2% | $708.4 萬$479.0 萬 | +$184.4 萬 | 0.5%0.3% | +0.11 |
| First Tr Exchng Traded FD VI33740F722 | 加碼– | 158,638134,976 | +23,662+17.5% | $700.4 萬$547.2 萬 | +$104.5 萬 | 0.4%0.4% | +0.05 |
| Goldman Sachs ETF Tr381430503 | 減碼– | 74,37297,024 | −22,652−23.3% | $697.7 萬$817.3 萬 | −$212.5 萬 | 0.4%0.6% | −0.14 |
| First Tr Exchng Traded FD VI33740U406 | 加碼– | 191,31786,743 | +104,574+120.6% | $684.1 萬$291.2 萬 | +$373.9 萬 | 0.4%0.2% | +0.23 |
| iShares Inc46434G764 | 加碼– | 122,35637,914 | +84,442+222.7% | $678.0 萬$189.0 萬 | +$467.9 萬 | 0.4%0.1% | +0.30 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 76,39985,211 | −8,812−10.3% | $656.2 萬$656.8 萬 | −$75.7 萬 | 0.4%0.5% | −0.05 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 14,77214,382 | +390+2.7% | $645.2 萬$564.8 萬 | +$17.0 萬 | 0.4%0.4% | +0.01 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 減碼– | 125,173129,431 | −4,258−3.3% | $622.4 萬$620.5 萬 | −$21.2 萬 | 0.4%0.4% | −0.05 |
| Schwab Strategic Tr808524862 | 減碼– | 128,262132,847 | −4,585−3.5% | $621.4 萬$636.2 萬 | −$22.2 萬 | 0.4%0.5% | −0.06 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 11,72511,367 | +358+3.1% | $617.3 萬$573.1 萬 | +$18.8 萬 | 0.4%0.4% | −0.02 |
| Schwab US Tips ETF808524870 | 減碼– | 117,740123,080 | −5,340−4.3% | $614.6 萬$621.4 萬 | −$27.9 萬 | 0.4%0.4% | −0.05 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 52,94556,829 | −3,884−6.8% | $591.1 萬$587.2 萬 | −$43.4 萬 | 0.4%0.4% | −0.04 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 440,010381,284 | +58,726+15.4% | $563.2 萬$563.9 萬 | +$75.2 萬 | 0.4%0.4% | −0.05 |
| NVDANVIDIA Corp | 加碼歷史 | 11,1499,361 | +1,788+19.1% | $552.1 萬$407.2 萬 | +$88.5 萬 | 0.4%0.3% | +0.06 |
| First Tr Exchng Traded FD VI33740U752 | 加碼– | 202,84083,990 | +118,850+141.5% | $547.7 萬$211.3 萬 | +$320.9 萬 | 0.4%0.2% | +0.20 |
| iShares Tr46434V407 | 加碼– | 128,85669,045 | +59,811+86.6% | $544.0 萬$283.3 萬 | +$252.5 萬 | 0.3%0.2% | +0.14 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 115,57964,116 | +51,463+80.3% | $538.0 萬$269.9 萬 | +$239.6 萬 | 0.3%0.2% | +0.15 |
| VVisa Inc. | 加碼歷史 | 20,52320,518 | +50.0% | $534.3 萬$472.0 萬 | +$1,301.71 | 0.3%0.3% | 0.00 |
| iShares Tr464287150 | 減碼– | 49,27953,233 | −3,954−7.4% | $518.5 萬$501.4 萬 | −$41.6 萬 | 0.3%0.4% | −0.03 |
| iShares Tips Bond ETF464287176 | 減碼– | 47,70553,571 | −5,866−10.9% | $512.8 萬$555.6 萬 | −$63.1 萬 | 0.3%0.4% | −0.07 |
| iShares Tr464288661 | 加碼– | 43,31037,199 | +6,111+16.4% | $507.3 萬$420.9 萬 | +$71.6 萬 | 0.3%0.3% | +0.02 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 222,511140,993 | +81,518+57.8% | $505.1 萬$299.6 萬 | +$185.0 萬 | 0.3%0.2% | +0.11 |
| HDHome Depot, Inc. | 減碼歷史 | 14,43614,680 | −244−1.7% | $500.3 萬$443.6 萬 | −$8.46 萬 | 0.3%0.3% | 0.00 |
| iShares Tr464288281 | 加碼– | 56,11353,663 | +2,450+4.6% | $499.8 萬$442.8 萬 | +$21.8 萬 | 0.3%0.3% | 0.00 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 減碼– | 48,60763,742 | −15,135−23.7% | $482.4 萬$599.4 萬 | −$150.2 萬 | 0.3%0.4% | −0.12 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 94,648190,652 | −96,004−50.4% | $478.7 萬$907.3 萬 | −$485.6 萬 | 0.3%0.7% | −0.35 |
| GOOGLAlphabet Inc. | 加碼歷史 | 34,20030,440 | +3,760+12.4% | $477.7 萬$398.3 萬 | +$52.5 萬 | 0.3%0.3% | +0.02 |
| iShares Tr464287341 | 新進– | 111,7520 | +111,752 | $437.1 萬$0 | +$437.1 萬 | 0.3%0.0% | +0.28 |
| TSLATesla, Inc. | 加碼歷史 | 17,05115,261 | +1,790+11.7% | $423.7 萬$381.9 萬 | +$44.5 萬 | 0.3%0.3% | 0.00 |
| iShares Tr46434V878 | 加碼– | 84,12066,212 | +17,908+27.0% | $423.6 萬$333.6 萬 | +$90.2 萬 | 0.3%0.2% | +0.03 |
| AVGOBroadcom Inc. | 加碼歷史 | 3,7093,603 | +106+2.9% | $414.1 萬$299.2 萬 | +$11.8 萬 | 0.3%0.2% | +0.05 |
| J P Morgan Exchange Traded F46641Q373 | 減碼– | 67,62985,016 | −17,387−20.5% | $385.0 萬$442.9 萬 | −$99.0 萬 | 0.2%0.3% | −0.07 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | 加碼– | 106,56234,005 | +72,557+213.4% | $384.9 萬$115.5 萬 | +$262.1 萬 | 0.2%0.1% | +0.16 |
| First Tr Exchng Traded FD VI33740F755 | 減碼– | 143,901207,393 | −63,492−30.6% | $382.3 萬$507.9 萬 | −$168.7 萬 | 0.2%0.4% | −0.12 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 50,00143,974 | +6,027+13.7% | $376.8 萬$303.1 萬 | +$45.4 萬 | 0.2%0.2% | +0.02 |
| PIMCO ETF Tr72201R817 | 加碼– | 38,20121,143 | +17,058+80.7% | $371.5 萬$192.7 萬 | +$165.9 萬 | 0.2%0.1% | +0.10 |
| Ssga Active ETF Tr78467V608 | 加碼– | 88,28071,398 | +16,882+23.6% | $370.2 萬$299.4 萬 | +$70.8 萬 | 0.2%0.2% | +0.02 |
| UNPUnion Pacific Corp | 減碼歷史 | 14,89815,060 | −162−1.1% | $365.9 萬$306.7 萬 | −$3.98 萬 | 0.2%0.2% | +0.01 |
| SPDR Series Trust78464A664 | 加碼– | 125,579121,138 | +4,441+3.7% | $364.4 萬$316.8 萬 | +$12.9 萬 | 0.2%0.2% | +0.01 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 36,11435,990 | +124+0.3% | $361.0 萬$423.2 萬 | +$1.24 萬 | 0.2%0.3% | −0.07 |
| VZVerizon Communications Inc | 加碼歷史 | 93,44276,215 | +17,227+22.6% | $352.3 萬$247.0 萬 | +$65.0 萬 | 0.2%0.2% | +0.05 |
| DEDeere & Co | 減碼歷史 | 8,7418,778 | −37−0.4% | $349.5 萬$331.3 萬 | −$1.48 萬 | 0.2%0.2% | −0.01 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 41,54245,292 | −3,750−8.3% | $348.3 萬$409.4 萬 | −$31.4 萬 | 0.2%0.3% | −0.07 |
| INTUIntuit Inc. | 加碼歷史 | 5,5135,124 | +389+7.6% | $344.5 萬$261.8 萬 | +$24.3 萬 | 0.2%0.2% | +0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 9,6608,206 | +1,454+17.7% | $342.0 萬$246.4 萬 | +$51.5 萬 | 0.2%0.2% | +0.04 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 41,86916,610 | +25,259+152.1% | $323.9 萬$124.8 萬 | +$195.4 萬 | 0.2%0.1% | +0.12 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 6,5375,189 | +1,348+26.0% | $316.4 萬$215.3 萬 | +$65.2 萬 | 0.2%0.2% | +0.05 |
| ADBEAdobe Inc. | 減碼歷史 | 5,2085,295 | −87−1.6% | $310.7 萬$270.0 萬 | −$5.19 萬 | 0.2%0.2% | 0.00 |
| AMATApplied Materials Inc | 加碼歷史 | 19,17016,329 | +2,841+17.4% | $310.7 萬$226.1 萬 | +$46.0 萬 | 0.2%0.2% | +0.04 |
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。