Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2024 年第 2 季到 2024 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
- 229 檔
- 估計 +$2.10 億
- 加碼
- 575 檔
- 估計 +$7.36 億
- 減碼
- 132 檔
- 估計 −$6,359 萬
- 清倉
- 48 檔
- 估計 −$2,499 萬
總值從 $19.7 億變成 $29.4 億（+$9.66 億 (+49.0%)），持股從 761 檔變成 942 檔（+181）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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 | 加碼– | 2,437,9171,172,857 | +1,265,060+107.9% | $1.15 億$5,304 萬 | +$5,961 萬 | 3.9%2.7% | +1.22 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 449,667403,595 | +46,072+11.4% | $7,850 萬$6,474 萬 | +$804.3 萬 | 2.7%3.3% | −0.61 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 193,076179,628 | +13,448+7.5% | $7,413 萬$6,718 萬 | +$516.3 萬 | 2.5%3.4% | −0.88 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,386,6341,203,143 | +183,491+15.3% | $7,323 萬$5,946 萬 | +$969.0 萬 | 2.5%3.0% | −0.52 |
| Advisorshares Tr00768Y768 | 新進– | 1,365,9640 | +1,365,964 | $5,960 萬$0 | +$5,960 萬 | 2.0%0.0% | +2.03 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 524,147392,988 | +131,159+33.4% | $5,019 萬$3,637 萬 | +$1,256 萬 | 1.7%1.8% | −0.14 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 84,38348,107 | +36,276+75.4% | $4,842 萬$2,618 萬 | +$2,081 萬 | 1.6%1.3% | +0.32 |
| AAPLApple Inc. | 加碼歷史 | 194,628139,150 | +55,478+39.9% | $4,535 萬$2,931 萬 | +$1,293 萬 | 1.5%1.5% | +0.06 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 252,618176,146 | +76,472+43.4% | $4,529 萬$3,008 萬 | +$1,371 萬 | 1.5%1.5% | +0.02 |
| BlackRock ETF Trust09290C103 | 加碼– | 850,295577,620 | +272,675+47.2% | $4,206 萬$2,711 萬 | +$1,349 萬 | 1.4%1.4% | +0.06 |
| MSFTMicrosoft Corp | 加碼歷史 | 95,56567,325 | +28,240+41.9% | $4,112 萬$3,009 萬 | +$1,215 萬 | 1.4%1.5% | −0.13 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 547,396525,246 | +22,150+4.2% | $3,695 萬$3,362 萬 | +$149.5 萬 | 1.3%1.7% | −0.45 |
| NVDANVIDIA Corp | 加碼歷史 | 281,252184,141 | +97,111+52.7% | $3,416 萬$2,275 萬 | +$1,179 萬 | 1.2%1.2% | +0.01 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 55,51244,192 | +11,320+25.6% | $3,202 萬$2,418 萬 | +$653.0 萬 | 1.1%1.2% | −0.14 |
| iShares Tr464288877 | 加碼– | 548,238168,616 | +379,622+225.1% | $3,154 萬$894.4 萬 | +$2,184 萬 | 1.1%0.5% | +0.62 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 330,565178,614 | +151,951+85.1% | $3,127 萬$1,627 萬 | +$1,438 萬 | 1.1%0.8% | +0.24 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 395,917347,444 | +48,473+14.0% | $3,115 萬$2,665 萬 | +$381.4 萬 | 1.1%1.3% | −0.29 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 607,609544,577 | +63,032+11.6% | $3,055 萬$2,650 萬 | +$316.9 萬 | 1.0%1.3% | −0.30 |
| iShares Tr464288885 | 加碼– | 278,324198,345 | +79,979+40.3% | $2,996 萬$2,029 萬 | +$861.0 萬 | 1.0%1.0% | −0.01 |
| iShares Tr464288588 | 加碼– | 312,194234,681 | +77,513+33.0% | $2,991 萬$2,155 萬 | +$742.7 萬 | 1.0%1.1% | −0.07 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 59,41650,472 | +8,944+17.7% | $2,900 萬$2,418 萬 | +$436.5 萬 | 1.0%1.2% | −0.24 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 497,361246,989 | +250,372+101.4% | $2,674 萬$1,262 萬 | +$1,346 萬 | 0.9%0.6% | +0.27 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 100,27587,037 | +13,238+15.2% | $2,379 萬$1,898 萬 | +$314.0 萬 | 0.8%1.0% | −0.15 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 224,974171,945 | +53,029+30.8% | $2,363 萬$1,637 萬 | +$557.0 萬 | 0.8%0.8% | −0.03 |
| AMZNAmazon Com Inc | 加碼歷史 | 122,79986,454 | +36,345+42.0% | $2,288 萬$1,671 萬 | +$677.2 萬 | 0.8%0.8% | −0.07 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 472,453402,931 | +69,522+17.3% | $2,261 萬$1,763 萬 | +$332.7 萬 | 0.8%0.9% | −0.12 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 114,54279,411 | +35,131+44.2% | $2,258 萬$1,445 萬 | +$692.7 萬 | 0.8%0.7% | +0.04 |
| iShares Tr464287721 | 加碼– | 139,26492,251 | +47,013+51.0% | $2,112 萬$1,388 萬 | +$712.8 萬 | 0.7%0.7% | +0.01 |
| iShares Inc46434G764 | 加碼– | 329,522217,512 | +112,010+51.5% | $2,014 萬$1,288 萬 | +$684.5 萬 | 0.7%0.7% | +0.03 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 354,242166,029 | +188,213+113.4% | $1,896 萬$866.7 萬 | +$1,008 萬 | 0.6%0.4% | +0.21 |
| AVGOBroadcom Inc. | 減碼依 10 比 1 拆股換算歷史 | 108,345124,490 | −16,145−13.0% | $1,869 萬$1,999 萬 | −$278.5 萬 | 0.6%1.0% | −0.38 |
| Vanguard Real Estate ETF922908553 | 加碼– | 188,470160,713 | +27,757+17.3% | $1,836 萬$1,346 萬 | +$270.4 萬 | 0.6%0.7% | −0.06 |
| Vanguard BD Index FDS921937793 | 加碼– | 238,990197,783 | +41,207+20.8% | $1,796 萬$1,390 萬 | +$309.8 萬 | 0.6%0.7% | −0.09 |
| iShares Tr464287432 | 加碼– | 181,253109,117 | +72,136+66.1% | $1,778 萬$1,001 萬 | +$707.7 萬 | 0.6%0.5% | +0.10 |
| Timothy Plan887432359 | 加碼– | 403,961399,964 | +3,997+1.0% | $1,777 萬$1,623 萬 | +$17.6 萬 | 0.6%0.8% | −0.22 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 217,730193,867 | +23,863+12.3% | $1,706 萬$1,452 萬 | +$187.0 萬 | 0.6%0.7% | −0.16 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 86,02282,446 | +3,576+4.3% | $1,704 萬$1,505 萬 | +$70.8 萬 | 0.6%0.8% | −0.18 |
| Vanguard World FD921910873 | 加碼– | 74,89574,215 | +680+0.9% | $1,548 萬$1,464 萬 | +$14.1 萬 | 0.5%0.7% | −0.22 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 640,181587,668 | +52,513+8.9% | $1,542 萬$1,370 萬 | +$126.5 萬 | 0.5%0.7% | −0.17 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 321,432284,137 | +37,295+13.1% | $1,517 萬$1,290 萬 | +$176.1 萬 | 0.5%0.7% | −0.14 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 476,059321,193 | +154,866+48.2% | $1,423 萬$928.9 萬 | +$462.9 萬 | 0.5%0.5% | +0.01 |
| Northern LTS FD Tr IV66538H419 | 加碼– | 432,544404,857 | +27,687+6.8% | $1,397 萬$1,193 萬 | +$89.4 萬 | 0.5%0.6% | −0.13 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 30,1223,585 | +26,537+740.2% | $1,386 萬$145.8 萬 | +$1,221 萬 | 0.5%0.1% | +0.40 |
| GOOGLAlphabet Inc. | 加碼歷史 | 80,09554,501 | +25,594+47.0% | $1,328 萬$992.7 萬 | +$424.5 萬 | 0.5%0.5% | −0.05 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 98,28796,274 | +2,013+2.1% | $1,260 萬$1,142 萬 | +$25.8 萬 | 0.4%0.6% | −0.15 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 210,822153,777 | +57,045+37.1% | $1,255 萬$871.6 萬 | +$339.5 萬 | 0.4%0.4% | −0.01 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 137,050143,195 | −6,145−4.3% | $1,251 萬$1,202 萬 | −$56.1 萬 | 0.4%0.6% | −0.18 |
| METAMeta Platforms, Inc. | 加碼歷史 | 20,77314,987 | +5,786+38.6% | $1,189 萬$755.7 萬 | +$331.2 萬 | 0.4%0.4% | +0.02 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 114,53482,560 | +31,974+38.7% | $1,186 萬$810.1 萬 | +$331.2 萬 | 0.4%0.4% | −0.01 |
| PIMCO ETF Tr72201R817 | 加碼– | 118,94358,677 | +60,266+102.7% | $1,183 萬$557.9 萬 | +$599.3 萬 | 0.4%0.3% | +0.12 |
| SPDR Series Trust78468R101 | 減碼– | 400,359406,786 | −6,427−1.6% | $1,177 萬$1,174 萬 | −$18.9 萬 | 0.4%0.6% | −0.19 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 41,53635,100 | +6,436+18.3% | $1,176 萬$939.0 萬 | +$182.2 萬 | 0.4%0.5% | −0.08 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 63,0298,768 | +54,261+618.9% | $1,129 萬$144.0 萬 | +$972.1 萬 | 0.4%0.1% | +0.31 |
| ETF Ser Solutions26922B105 | 新進– | 328,0920 | +328,092 | $1,118 萬$0 | +$1,118 萬 | 0.4%0.0% | +0.38 |
| ZGZillow Group, Inc. | 加碼歷史 | 179,70067,957 | +111,743+164.4% | $1,113 萬$306.1 萬 | +$692.0 萬 | 0.4%0.2% | +0.22 |
| PIMCO ETF Tr72201R585 | 加碼– | 388,845168,128 | +220,717+131.3% | $1,036 萬$431.1 萬 | +$588.2 萬 | 0.4%0.2% | +0.13 |
| Northern LTS FD Tr IV66538H534 | 減碼– | 250,106254,907 | −4,801−1.9% | $1,017 萬$968.1 萬 | −$19.5 萬 | 0.3%0.5% | −0.14 |
| Timothy Plan887432326 | 加碼– | 267,774264,606 | +3,168+1.2% | $1,010 萬$925.7 萬 | +$11.9 萬 | 0.3%0.5% | −0.13 |
| iShares Tr46434V878 | 加碼– | 195,825162,609 | +33,216+20.4% | $993.6 萬$821.7 萬 | +$168.5 萬 | 0.3%0.4% | −0.08 |
| SPDR Series Trust78468R812 | 減碼– | 62,97164,307 | −1,336−2.1% | $992.1 萬$948.2 萬 | −$21.0 萬 | 0.3%0.5% | −0.14 |
| TSLATesla, Inc. | 加碼歷史 | 37,06730,389 | +6,678+22.0% | $969.8 萬$601.4 萬 | +$174.7 萬 | 0.3%0.3% | +0.03 |
| iShares Tr46429B655 | 加碼– | 188,627149,449 | +39,178+26.2% | $962.7 萬$763.5 萬 | +$200.0 萬 | 0.3%0.4% | −0.06 |
| iShares Tr464288281 | 加碼– | 102,49261,708 | +40,784+66.1% | $959.1 萬$546.0 萬 | +$381.7 萬 | 0.3%0.3% | +0.05 |
| First Tr Exchng Traded FD VI33740U208 | 加碼– | 197,79917,594 | +180,205+1,024.2% | $951.6 萬$81.0 萬 | +$867.0 萬 | 0.3%<0.1% | +0.28 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 17,99914,452 | +3,547+24.5% | $949.7 萬$722.8 萬 | +$187.2 萬 | 0.3%0.4% | −0.04 |
| iShares Tr464287150 | 加碼– | 75,06653,678 | +21,388+39.8% | $943.0 萬$637.6 萬 | +$268.7 萬 | 0.3%0.3% | 0.00 |
| Northern LTS FD Tr IV66538H641 | 加碼– | 244,210235,870 | +8,340+3.5% | $925.6 萬$816.8 萬 | +$31.6 萬 | 0.3%0.4% | −0.10 |
| Timothy Plan887432334 | 加碼– | 320,525303,149 | +17,376+5.7% | $925.5 萬$804.0 萬 | +$50.2 萬 | 0.3%0.4% | −0.09 |
| First Tr Exchng Traded FD VI33740F763 | 加碼– | 189,817109,437 | +80,380+73.4% | $921.8 萬$512.1 萬 | +$390.3 萬 | 0.3%0.3% | +0.05 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 200,07590,015 | +110,060+122.3% | $893.0 萬$379.2 萬 | +$491.2 萬 | 0.3%0.2% | +0.11 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 559,378524,658 | +34,720+6.6% | $881.6 萬$782.3 萬 | +$54.7 萬 | 0.3%0.4% | −0.10 |
| American Centy ETF Tr025072604 | 加碼– | 133,71695,392 | +38,324+40.2% | $863.8 萬$582.8 萬 | +$247.6 萬 | 0.3%0.3% | 0.00 |
| First Tr Exchng Traded FD VI33740F862 | 新進– | 186,6950 | +186,695 | $854.1 萬$0 | +$854.1 萬 | 0.3%0.0% | +0.29 |
| First Tr Exchng Traded FD VI33740F748 | 加碼– | 178,330113,283 | +65,047+57.4% | $829.4 萬$505.8 萬 | +$302.5 萬 | 0.3%0.3% | +0.03 |
| HDHome Depot, Inc. | 加碼歷史 | 20,34217,419 | +2,923+16.8% | $824.2 萬$599.6 萬 | +$118.4 萬 | 0.3%0.3% | −0.02 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 加碼– | 271,974267,573 | +4,401+1.6% | $823.5 萬$794.7 萬 | +$13.3 萬 | 0.3%0.4% | −0.12 |
| VZVerizon Communications Inc | 加碼歷史 | 181,079143,085 | +37,994+26.6% | $813.2 萬$590.0 萬 | +$170.6 萬 | 0.3%0.3% | −0.02 |
| First Tr Exchng Traded FD VI33740F722 | 加碼– | 152,984120,690 | +32,294+26.8% | $772.9 萬$584.1 萬 | +$163.1 萬 | 0.3%0.3% | −0.03 |
| Janus Detroit STR Tr47103U845 | 加碼– | 151,89135,217 | +116,674+331.3% | $772.8 萬$179.2 萬 | +$593.6 萬 | 0.3%0.1% | +0.17 |
| iShares Tr464288661 | 加碼– | 64,22446,305 | +17,919+38.7% | $768.2 萬$534.7 萬 | +$214.3 萬 | 0.3%0.3% | −0.01 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 31,1509,222 | +21,928+237.8% | $764.6 萬$240.4 萬 | +$538.2 萬 | 0.3%0.1% | +0.14 |
| First Tr Exchng Traded FD VI33740U307 | 加碼– | 169,66810,329 | +159,339+1,542.6% | $762.5 萬$45.2 萬 | +$716.1 萬 | 0.3%<0.1% | +0.24 |
| LLYEli Lilly & Co | 加碼歷史 | 8,4165,090 | +3,326+65.3% | $745.6 萬$460.8 萬 | +$294.7 萬 | 0.3%0.2% | +0.02 |
| Dimensional ETF Trust25434V203 | 加碼– | 233,381135,168 | +98,213+72.7% | $741.7 萬$401.0 萬 | +$312.1 萬 | 0.3%0.2% | +0.05 |
| ABBVAbbVie Inc. | 加碼歷史 | 37,52628,820 | +8,706+30.2% | $741.1 萬$494.3 萬 | +$171.9 萬 | 0.3%0.3% | 0.00 |
| First Tr Exchng Traded FD VI33740F599 | 加碼– | 174,469140,732 | +33,737+24.0% | $737.3 萬$571.1 萬 | +$142.6 萬 | 0.3%0.3% | −0.04 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 285,728251,492 | +34,236+13.6% | $715.5 萬$611.6 萬 | +$85.7 萬 | 0.2%0.3% | −0.07 |
| iShares Tr46435G326 | 減碼– | 99,616110,507 | −10,891−9.9% | $705.6 萬$725.4 萬 | −$77.1 萬 | 0.2%0.4% | −0.13 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 114,8364,202 | +110,634+2,632.9% | $702.1 萬$24.6 萬 | +$676.4 萬 | 0.2%<0.1% | +0.23 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 11,90310,391 | +1,512+14.6% | $695.9 萬$529.2 萬 | +$88.4 萬 | 0.2%0.3% | −0.03 |
| Schwab US Tips ETF808524870 | 加碼– | 126,767110,222 | +16,545+15.0% | $679.9 萬$573.2 萬 | +$88.7 萬 | 0.2%0.3% | −0.06 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 108,39083,645 | +24,745+29.6% | $675.5 萬$489.5 萬 | +$154.2 萬 | 0.2%0.2% | −0.02 |
| PEPPepsiCo Inc | 加碼歷史 | 39,45615,929 | +23,527+147.7% | $671.0 萬$262.7 萬 | +$400.1 萬 | 0.2%0.1% | +0.10 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 74,43644,358 | +30,078+67.8% | $653.5 萬$404.3 萬 | +$264.1 萬 | 0.2%0.2% | +0.02 |
| Schwab Intermediate-Term US Treasury ETF808524854 | 加碼– | 128,156115,383 | +12,773+11.1% | $648.5 萬$562.7 萬 | +$64.6 萬 | 0.2%0.3% | −0.06 |
| Schwab Strategic Tr808524862 | 加碼– | 131,100117,751 | +13,349+11.3% | $642.1 萬$566.7 萬 | +$65.4 萬 | 0.2%0.3% | −0.07 |
| GLDSPDR Gold Trust | 加碼歷史 | 26,20221,162 | +5,040+23.8% | $636.9 萬$455.0 萬 | +$122.5 萬 | 0.2%0.2% | −0.01 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 183,28670,610 | +112,676+159.6% | $628.5 萬$227.6 萬 | +$386.4 萬 | 0.2%0.1% | +0.10 |
| MOAltria Group, Inc. | 加碼歷史 | 121,84084,660 | +37,180+43.9% | $621.9 萬$385.6 萬 | +$189.8 萬 | 0.2%0.2% | +0.02 |
| Flexshares Tr33939L779 | 加碼– | 296,19571,446 | +224,749+314.6% | $621.4 萬$144.9 萬 | +$471.5 萬 | 0.2%0.1% | +0.14 |
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。