Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2023 年第 4 季到 2024 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
- 281 檔
- 估計 +$3.22 億
- 加碼
- 485 檔
- 估計 +$6.31 億
- 減碼
- 102 檔
- 估計 −$8,169 萬
- 清倉
- 27 檔
- 估計 −$1,147 萬
總值從 $15.6 億變成 $25.1 億（+$9.47 億 (+60.7%)），持股從 619 檔變成 873 檔（+254）。
2024 年第 1 季全部持倉2023 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 1 季，下面灰字是 2023 年第 4 季。兩季之間拆股的股票，2023 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– | 2,393,4021,114,216 | +1,279,186+114.8% | $1.09 億$5,133 萬 | +$5,832 萬 | 4.3%3.3% | +1.06 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 439,829387,012 | +52,817+13.6% | $7,163 萬$5,786 萬 | +$860.2 萬 | 2.9%3.7% | −0.85 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 202,693184,431 | +18,262+9.9% | $6,977 萬$5,734 萬 | +$628.6 萬 | 2.8%3.7% | −0.89 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,324,7921,151,063 | +173,729+15.1% | $6,646 萬$5,514 萬 | +$871.6 萬 | 2.6%3.5% | −0.88 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 923,036992,421 | −69,385−7.0% | $5,680 萬$5,548 萬 | −$426.9 萬 | 2.3%3.6% | −1.29 |
| Advisorshares Tr00768Y768 | 新進– | 1,350,7420 | +1,350,742 | $5,566 萬$0 | +$5,566 萬 | 2.2%0.0% | +2.22 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 89,13248,303 | +40,829+84.5% | $4,662 萬$2,296 萬 | +$2,136 萬 | 1.9%1.5% | +0.39 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 249,510159,332 | +90,178+56.6% | $4,101 萬$2,344 萬 | +$1,482 萬 | 1.6%1.5% | +0.13 |
| BlackRock ETF Trust09290C103 | 新進– | 825,0120 | +825,012 | $3,663 萬$0 | +$3,663 萬 | 1.5%0.0% | +1.46 |
| iShares Tr464288588 | 加碼– | 388,434230,987 | +157,447+68.2% | $3,590 萬$2,173 萬 | +$1,455 萬 | 1.4%1.4% | +0.04 |
| MSFTMicrosoft Corp | 加碼歷史 | 78,15548,957 | +29,198+59.6% | $3,288 萬$1,841 萬 | +$1,228 萬 | 1.3%1.2% | +0.13 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 341,825107,267 | +234,558+218.7% | $2,886 萬$805.6 萬 | +$1,981 萬 | 1.2%0.5% | +0.63 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 585,925529,160 | +56,765+10.7% | $2,882 萬$2,612 萬 | +$279.2 萬 | 1.1%1.7% | −0.52 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 365,280329,655 | +35,625+10.8% | $2,801 萬$2,539 萬 | +$273.1 萬 | 1.1%1.6% | −0.51 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 53,03325,815 | +27,218+105.4% | $2,788 萬$1,233 萬 | +$1,431 萬 | 1.1%0.8% | +0.32 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 62,25544,336 | +17,919+40.4% | $2,764 萬$1,816 萬 | +$795.6 萬 | 1.1%1.2% | −0.06 |
| AAPLApple Inc. | 加碼歷史 | 154,43497,344 | +57,090+58.6% | $2,648 萬$1,874 萬 | +$979.0 萬 | 1.1%1.2% | −0.14 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 99,08983,467 | +15,622+18.7% | $2,265 萬$1,781 萬 | +$357.1 萬 | 0.9%1.1% | −0.24 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 222,040159,680 | +62,360+39.1% | $2,201 萬$1,467 萬 | +$618.2 萬 | 0.9%0.9% | −0.06 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 231,883112,649 | +119,234+105.8% | $2,130 萬$1,042 萬 | +$1,095 萬 | 0.8%0.7% | +0.18 |
| iShares S&P 500 Value ETF464287408 | 新進– | 112,1950 | +112,195 | $2,096 萬$0 | +$2,096 萬 | 0.8%0.0% | +0.84 |
| NVDANVIDIA Corp | 加碼歷史 | 21,61011,149 | +10,461+93.8% | $1,953 萬$552.1 萬 | +$945.2 萬 | 0.8%0.4% | +0.42 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 451,225393,254 | +57,971+14.7% | $1,885 萬$1,616 萬 | +$242.1 萬 | 0.8%1.0% | −0.28 |
| iShares Tr464287721 | 加碼– | 136,03889,250 | +46,788+52.4% | $1,837 萬$1,096 萬 | +$631.9 萬 | 0.7%0.7% | +0.03 |
| Timothy Plan887432359 | 加碼– | 434,599368,485 | +66,114+17.9% | $1,830 萬$1,408 萬 | +$278.4 萬 | 0.7%0.9% | −0.17 |
| iShares Tr464288877 | 加碼– | 334,104324,137 | +9,967+3.1% | $1,818 萬$1,689 萬 | +$54.2 萬 | 0.7%1.1% | −0.36 |
| iShares Tr464288885 | 加碼– | 171,461114,277 | +57,184+50.0% | $1,780 萬$1,107 萬 | +$593.5 萬 | 0.7%0.7% | 0.00 |
| iShares Tr464287432 | 加碼– | 186,934117,589 | +69,345+59.0% | $1,769 萬$1,163 萬 | +$656.2 萬 | 0.7%0.7% | −0.04 |
| AMZNAmazon Com Inc | 加碼歷史 | 95,18360,839 | +34,344+56.5% | $1,717 萬$924.4 萬 | +$619.5 萬 | 0.7%0.6% | +0.09 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 289,208129,780 | +159,428+122.8% | $1,673 萬$713.5 萬 | +$922.5 萬 | 0.7%0.5% | +0.21 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 319,460115,579 | +203,881+176.4% | $1,609 萬$538.0 萬 | +$1,027 萬 | 0.6%0.3% | +0.30 |
| iShares Inc46434G764 | 加碼– | 275,453122,356 | +153,097+125.1% | $1,586 萬$678.0 萬 | +$881.4 萬 | 0.6%0.4% | +0.20 |
| Vanguard Real Estate ETF922908553 | 加碼– | 182,987156,076 | +26,911+17.2% | $1,583 萬$1,379 萬 | +$232.7 萬 | 0.6%0.9% | −0.25 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 206,613185,992 | +20,621+11.1% | $1,558 萬$1,421 萬 | +$155.5 萬 | 0.6%0.9% | −0.29 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 646,529632,842 | +13,687+2.2% | $1,518 萬$1,493 萬 | +$32.1 萬 | 0.6%1.0% | −0.35 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 82,85066,854 | +15,996+23.9% | $1,513 萬$1,139 萬 | +$292.1 萬 | 0.6%0.7% | −0.13 |
| Vanguard World FD921910873 | 減碼– | 78,48981,554 | −3,065−3.8% | $1,467 萬$1,381 萬 | −$57.3 萬 | 0.6%0.9% | −0.30 |
| iShares Flexible Income Active ETF092528603 | 新進– | 276,4420 | +276,442 | $1,450 萬$0 | +$1,450 萬 | 0.6%0.0% | +0.58 |
| Vanguard BD Index FDS921937793 | 加碼– | 199,006160,633 | +38,373+23.9% | $1,439 萬$1,198 萬 | +$277.5 萬 | 0.6%0.8% | −0.19 |
| SPDR Series Trust78468R812 | 減碼– | 98,203100,972 | −2,769−2.7% | $1,430 萬$1,334 萬 | −$40.3 萬 | 0.6%0.9% | −0.28 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 303,045270,400 | +32,645+12.1% | $1,382 萬$1,254 萬 | +$148.9 萬 | 0.6%0.8% | −0.25 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 446,769443,331 | +3,438+0.8% | $1,341 萬$1,309 萬 | +$10.3 萬 | 0.5%0.8% | −0.30 |
| SPDR Series Trust78468R101 | 加碼– | 445,947440,066 | +5,881+1.3% | $1,290 萬$1,278 萬 | +$17.0 萬 | 0.5%0.8% | −0.30 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 152,894133,219 | +19,675+14.8% | $1,278 萬$1,040 萬 | +$164.4 萬 | 0.5%0.7% | −0.16 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 102,01652,945 | +49,071+92.7% | $1,234 萬$591.1 萬 | +$593.7 萬 | 0.5%0.4% | +0.11 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 28,1503,401 | +24,749+727.7% | $1,184 萬$121.3 萬 | +$1,041 萬 | 0.5%0.1% | +0.39 |
| Northern LTS FD Tr IV66538H534 | 加碼– | 282,467281,960 | +507+0.2% | $1,099 萬$984.0 萬 | +$1.97 萬 | 0.4%0.6% | −0.19 |
| ETF Ser Solutions26922B105 | 新進– | 343,4940 | +343,494 | $1,087 萬$0 | +$1,087 萬 | 0.4%0.0% | +0.43 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 41,23035,654 | +5,576+15.6% | $1,072 萬$845.8 萬 | +$144.9 萬 | 0.4%0.5% | −0.11 |
| Timothy Plan887432326 | 加碼– | 290,521288,022 | +2,499+0.9% | $1,051 萬$953.8 萬 | +$9.04 萬 | 0.4%0.6% | −0.19 |
| iShares Tips Bond ETF464287176 | 加碼– | 94,41247,705 | +46,707+97.9% | $1,014 萬$512.8 萬 | +$501.7 萬 | 0.4%0.3% | +0.08 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 338,518305,929 | +32,589+10.7% | $1,008 萬$911.1 萬 | +$97.0 萬 | 0.4%0.6% | −0.18 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 91,22080,076 | +11,144+13.9% | $993.5 萬$886.1 萬 | +$121.4 萬 | 0.4%0.6% | −0.17 |
| GOOGLAlphabet Inc. | 加碼歷史 | 64,10934,200 | +29,909+87.5% | $967.6 萬$477.7 萬 | +$451.4 萬 | 0.4%0.3% | +0.08 |
| iShares Tr464288281 | 加碼– | 106,21356,113 | +50,100+89.3% | $952.4 萬$499.8 萬 | +$449.2 萬 | 0.4%0.3% | +0.06 |
| Northern LTS FD Tr IV66538H641 | 加碼– | 261,309258,236 | +3,073+1.2% | $941.0 萬$896.0 萬 | +$11.1 萬 | 0.4%0.6% | −0.20 |
| Timothy Plan887432334 | 加碼– | 332,085326,702 | +5,383+1.6% | $904.7 萬$864.0 萬 | +$14.7 萬 | 0.4%0.6% | −0.19 |
| First Tr Exchng Traded FD VI33740F763 | 新進– | 191,7240 | +191,724 | $868.0 萬$0 | +$868.0 萬 | 0.3%0.0% | +0.35 |
| AVGOBroadcom Inc. | 加碼歷史 | 6,4973,709 | +2,788+75.2% | $861.2 萬$414.1 萬 | +$369.6 萬 | 0.3%0.3% | +0.08 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 17,59314,772 | +2,821+19.1% | $845.7 萬$645.2 萬 | +$135.6 萬 | 0.3%0.4% | −0.08 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 301,569143,901 | +157,668+109.6% | $843.2 萬$382.3 萬 | +$440.8 萬 | 0.3%0.2% | +0.09 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 88,85076,399 | +12,451+16.3% | $839.0 萬$656.2 萬 | +$117.6 萬 | 0.3%0.4% | −0.09 |
| iShares Tr46429B655 | 加碼– | 161,284156,794 | +4,490+2.9% | $823.5 萬$793.7 萬 | +$22.9 萬 | 0.3%0.5% | −0.18 |
| iShares Tr46435G326 | 加碼– | 122,232121,860 | +372+0.3% | $820.5 萬$775.8 萬 | +$2.50 萬 | 0.3%0.5% | −0.17 |
| iShares Tr46434V803 | 新進– | 235,0100 | +235,010 | $819.7 萬$0 | +$819.7 萬 | 0.3%0.0% | +0.33 |
| iShares Tr464287341 | 加碼– | 190,058111,752 | +78,306+70.1% | $816.3 萬$437.1 萬 | +$336.3 萬 | 0.3%0.3% | +0.05 |
| iShares Tr46434V878 | 加碼– | 155,22884,120 | +71,108+84.5% | $784.8 萬$423.6 萬 | +$359.5 萬 | 0.3%0.3% | +0.04 |
| METAMeta Platforms, Inc. | 加碼歷史 | 15,8079,660 | +6,147+63.6% | $767.6 萬$342.0 萬 | +$298.5 萬 | 0.3%0.2% | +0.09 |
| First Tr Exchng Traded FD VI33740U208 | 減碼– | 170,771207,343 | −36,572−17.6% | $759.0 萬$863.0 萬 | −$162.5 萬 | 0.3%0.6% | −0.25 |
| Goldman Sachs ETF Tr381430503 | 減碼– | 72,17174,372 | −2,201−3.0% | $749.1 萬$697.7 萬 | −$22.8 萬 | 0.3%0.4% | −0.15 |
| iShares Tr464287150 | 加碼– | 64,63949,279 | +15,360+31.2% | $745.2 萬$518.5 萬 | +$177.1 萬 | 0.3%0.3% | −0.03 |
| PIMCO ETF Tr72201R817 | 加碼– | 77,11038,201 | +38,909+101.9% | $740.6 萬$371.5 萬 | +$373.7 萬 | 0.3%0.2% | +0.06 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 14,63311,725 | +2,908+24.8% | $723.9 萬$617.3 萬 | +$143.9 萬 | 0.3%0.4% | −0.11 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 504,425440,010 | +64,415+14.6% | $722.3 萬$563.2 萬 | +$92.2 萬 | 0.3%0.4% | −0.07 |
| VVisa Inc. | 加碼歷史 | 24,86120,523 | +4,338+21.1% | $693.8 萬$534.3 萬 | +$121.1 萬 | 0.3%0.3% | −0.07 |
| PEPPepsiCo Inc | 加碼歷史 | 38,48011,550 | +26,930+233.2% | $673.4 萬$196.1 萬 | +$471.3 萬 | 0.3%0.1% | +0.14 |
| First Tr Exchng Traded FD VI33740F599 | 新進– | 170,9590 | +170,959 | $670.8 萬$0 | +$670.8 萬 | 0.3%0.0% | +0.27 |
| HDHome Depot, Inc. | 加碼歷史 | 17,32514,436 | +2,889+20.0% | $664.5 萬$500.3 萬 | +$110.8 萬 | 0.3%0.3% | −0.06 |
| Schwab Strategic Tr808524862 | 加碼– | 130,658128,262 | +2,396+1.9% | $629.9 萬$621.4 萬 | +$11.6 萬 | 0.3%0.4% | −0.15 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 127,651125,173 | +2,478+2.0% | $626.2 萬$622.4 萬 | +$12.2 萬 | 0.2%0.4% | −0.15 |
| Schwab US Tips ETF808524870 | 加碼– | 119,475117,740 | +1,735+1.5% | $623.2 萬$614.6 萬 | +$9.05 萬 | 0.2%0.4% | −0.15 |
| First Tr Exchng Traded FD VI33740U505 | 減碼– | 149,507235,455 | −85,948−36.5% | $616.2 萬$918.1 萬 | −$354.2 萬 | 0.2%0.6% | −0.34 |
| VZVerizon Communications Inc | 加碼歷史 | 144,60593,442 | +51,163+54.8% | $606.7 萬$352.3 萬 | +$214.7 萬 | 0.2%0.2% | +0.02 |
| ABBVAbbVie Inc. | 加碼歷史 | 32,49013,403 | +19,087+142.4% | $591.7 萬$207.7 萬 | +$347.6 萬 | 0.2%0.1% | +0.10 |
| Dimensional ETF Trust25434V203 | 加碼– | 195,72664,660 | +131,066+202.7% | $591.5 萬$185.2 萬 | +$396.1 萬 | 0.2%0.1% | +0.12 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 250,422222,511 | +27,911+12.5% | $590.7 萬$505.1 萬 | +$65.8 萬 | 0.2%0.3% | −0.09 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 61,96441,542 | +20,422+49.2% | $585.0 萬$348.3 萬 | +$192.8 萬 | 0.2%0.2% | +0.01 |
| First Tr Exchng Traded FD VI33740F722 | 減碼– | 123,337158,638 | −35,301−22.3% | $580.0 萬$700.4 萬 | −$166.0 萬 | 0.2%0.4% | −0.22 |
| First Tr Exchng Traded FD VI33740F623 | 加碼– | 137,3325,075 | +132,257+2,606.0% | $576.6 萬$20.2 萬 | +$555.3 萬 | 0.2%<0.1% | +0.22 |
| TSLATesla, Inc. | 加碼歷史 | 32,60417,051 | +15,553+91.2% | $573.2 萬$423.7 萬 | +$273.4 萬 | 0.2%0.3% | −0.04 |
| iShares Tr46434V407 | 加碼– | 133,458128,856 | +4,602+3.6% | $567.9 萬$544.0 萬 | +$19.6 萬 | 0.2%0.3% | −0.12 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 10,7796,537 | +4,242+64.9% | $565.2 萬$316.4 萬 | +$222.4 萬 | 0.2%0.2% | +0.02 |
| iShares Tr464288661 | 加碼– | 47,54043,310 | +4,230+9.8% | $550.6 萬$507.3 萬 | +$49.0 萬 | 0.2%0.3% | −0.11 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 54,55922,907 | +31,652+138.2% | $548.5 萬$228.6 萬 | +$318.2 萬 | 0.2%0.1% | +0.07 |
| ADBEAdobe Inc. | 加碼歷史 | 10,7855,208 | +5,577+107.1% | $544.2 萬$310.7 萬 | +$281.4 萬 | 0.2%0.2% | +0.02 |
| iShares Russell 2000 ETF464287655 | 加碼– | 25,78614,409 | +11,377+79.0% | $542.3 萬$289.2 萬 | +$239.3 萬 | 0.2%0.2% | +0.03 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼依 5 比 1 拆股換算– | 89,14854,070 | +35,078+64.9% | $541.5 萬$299.7 萬 | +$213.1 萬 | 0.2%0.2% | +0.02 |
| First Tr Exchng Traded FD VI33740F615 | 加碼– | 153,37848,018 | +105,360+219.4% | $535.3 萬$162.6 萬 | +$367.7 萬 | 0.2%0.1% | +0.11 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 54,34248,607 | +5,735+11.8% | $532.3 萬$482.4 萬 | +$56.2 萬 | 0.2%0.3% | −0.10 |
| Dimensional ETF Trust25434V104 | 新進– | 142,2540 | +142,254 | $519.8 萬$0 | +$519.8 萬 | 0.2%0.0% | +0.21 |
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。