Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 942
- 較 2024 年第 2 季 +181
- 總值
- $29.4 億
- 較 2024 年第 2 季 +$9.66 億 (+49.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 15,807 | $389.6 萬 | 0.1% | +1,008+6.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 90,857 | $392.4 萬 | 0.1% | +84,606+1,353.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 10,130 | $396.2 萬 | 0.1% | +1,263+14.2% | 加碼 | 歷史 |
| Zacks Trust98888G204 | SMALL/MID CAP | 120,527 | $398.9 萬 | 0.1% | +44,414+58.4% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 98,217 | $404.3 萬 | 0.1% | +7,922+8.8% | 加碼 | – |
| BACBank of America Corp | Stock | 103,701 | $411.5 萬 | 0.1% | +1,590+1.6% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 176,153 | $413.1 萬 | 0.1% | +94,076+114.6% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 109,387 | $426.1 萬 | 0.1% | +4,083+3.9% | 加碼 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 57,377 | $428.0 萬 | 0.1% | +21,871+61.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 177,355 | $428.3 萬 | 0.1% | +61,897+53.6% | 加碼 | – |
| GEGeneral Electric Co | Stock | 22,994 | $433.6 萬 | 0.1% | +3,065+15.4% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 11,431 | $438.7 萬 | 0.1% | +5,713+99.9% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 105,315 | $439.8 萬 | 0.1% | +9,267+9.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 39,766 | $439.9 萬 | 0.1% | +39,766 | 新進 | – |
| ADBEAdobe Inc. | Stock | 8,527 | $441.5 萬 | 0.2% | +706+9.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 10,598 | $442.3 萬 | 0.2% | −46−0.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,918 | $467.9 萬 | 0.2% | +11,239+39.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,794 | $480.8 萬 | 0.2% | +3,749+18.7% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 41,078 | $481.8 萬 | 0.2% | +18,753+84.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 22,897 | $482.8 萬 | 0.2% | +6,902+43.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,783 | $483.1 萬 | 0.2% | +2,601+36.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,465 | $484.4 萬 | 0.2% | +780+16.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 91,172 | $485.2 萬 | 0.2% | +20,458+28.9% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 96,742 | $485.8 萬 | 0.2% | −6,588−6.4% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 8,673 | $508.7 萬 | 0.2% | +4,190+93.5% | 加碼 | – |
| VVisa Inc. | Stock | 18,579 | $510.8 萬 | 0.2% | −2,816−13.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 23,275 | $514.1 萬 | 0.2% | +1,793+8.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 63,686 | $517.3 萬 | 0.2% | +18,719+41.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 51,973 | $526.3 萬 | 0.2% | −28,799−35.7% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 132,653 | $526.5 萬 | 0.2% | +132,653 | 新進 | – |
| Zacks Trust98888G105 | EARNGS CONSTANT | 172,202 | $531.0 萬 | 0.2% | +102,710+147.8% | 加碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 125,330 | $544.2 萬 | 0.2% | +23,290+22.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 24,748 | $547.1 萬 | 0.2% | +10,252+70.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 37,273 | $548.9 萬 | 0.2% | +10,174+37.5% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 54,671 | $550.5 萬 | 0.2% | +16,907+44.8% | 加碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 246,074 | $566.5 萬 | 0.2% | +246,074 | 新進 | – |
| PGProcter & Gamble Co | Stock | 33,121 | $573.6 萬 | 0.2% | +11,041+50.0% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 124,328 | $577.8 萬 | 0.2% | +70,657+131.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 71,558 | $577.8 萬 | 0.2% | +15,538+27.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 9,319 | $578.7 萬 | 0.2% | +1,947+26.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,764 | $591.7 萬 | 0.2% | +5,228+49.6% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 10,184 | $595.3 萬 | 0.2% | +1,620+18.9% | 加碼 | 歷史 |
| Flexshares Tr33939L779 | DISCP DUR MBS | 296,195 | $621.4 萬 | 0.2% | +224,749+314.6% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 121,840 | $621.9 萬 | 0.2% | +37,180+43.9% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 183,286 | $628.5 萬 | 0.2% | +112,676+159.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 26,202 | $636.9 萬 | 0.2% | +5,040+23.8% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 131,100 | $642.1 萬 | 0.2% | +13,349+11.3% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 128,156 | $648.5 萬 | 0.2% | +12,773+11.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 74,436 | $653.5 萬 | 0.2% | +30,078+67.8% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 39,456 | $671.0 萬 | 0.2% | +23,527+147.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 108,390 | $675.5 萬 | 0.2% | +24,745+29.6% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 126,767 | $679.9 萬 | 0.2% | +16,545+15.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 11,903 | $695.9 萬 | 0.2% | +1,512+14.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 114,836 | $702.1 萬 | 0.2% | +110,634+2,632.9% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 99,616 | $705.6 萬 | 0.2% | −10,891−9.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 285,728 | $715.5 萬 | 0.2% | +34,236+13.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 174,469 | $737.3 萬 | 0.3% | +33,737+24.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 37,526 | $741.1 萬 | 0.3% | +8,706+30.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 233,381 | $741.7 萬 | 0.3% | +98,213+72.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 8,416 | $745.6 萬 | 0.3% | +3,326+65.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 169,668 | $762.5 萬 | 0.3% | +159,339+1,542.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 31,150 | $764.6 萬 | 0.3% | +21,928+237.8% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 64,224 | $768.2 萬 | 0.3% | +17,919+38.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 151,891 | $772.8 萬 | 0.3% | +116,674+331.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 152,984 | $772.9 萬 | 0.3% | +32,294+26.8% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 181,079 | $813.2 萬 | 0.3% | +37,994+26.6% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 271,974 | $823.5 萬 | 0.3% | +4,401+1.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 20,342 | $824.2 萬 | 0.3% | +2,923+16.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 178,330 | $829.4 萬 | 0.3% | +65,047+57.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 186,695 | $854.1 萬 | 0.3% | +186,695 | 新進 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 133,716 | $863.8 萬 | 0.3% | +38,324+40.2% | 加碼 | – |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 559,378 | $881.6 萬 | 0.3% | +34,720+6.6% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P306 | US CORE DIV TILT | 200,075 | $893.0 萬 | 0.3% | +110,060+122.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 189,817 | $921.8 萬 | 0.3% | +80,380+73.4% | 加碼 | – |
| Timothy Plan887432334 | INTL ETF | 320,525 | $925.5 萬 | 0.3% | +17,376+5.7% | 加碼 | – |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 244,210 | $925.6 萬 | 0.3% | +8,340+3.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 75,066 | $943.0 萬 | 0.3% | +21,388+39.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 17,999 | $949.7 萬 | 0.3% | +3,547+24.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 197,799 | $951.6 萬 | 0.3% | +180,205+1,024.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 102,492 | $959.1 萬 | 0.3% | +40,784+66.1% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 188,627 | $962.7 萬 | 0.3% | +39,178+26.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 37,067 | $969.8 萬 | 0.3% | +6,678+22.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 62,971 | $992.1 萬 | 0.3% | −1,336−2.1% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 195,825 | $993.6 萬 | 0.3% | +33,216+20.4% | 加碼 | – |
| Timothy Plan887432326 | HIG DV STK ETF | 267,774 | $1,010 萬 | 0.3% | +3,168+1.2% | 加碼 | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 250,106 | $1,017 萬 | 0.3% | −4,801−1.9% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 388,845 | $1,036 萬 | 0.4% | +220,717+131.3% | 加碼 | – |
| ZGZillow Group, Inc. | CL A | 179,700 | $1,113 萬 | 0.4% | +111,743+164.4% | 加碼 | 歷史 |
| ETF Ser Solutions26922B105 | LHA MKT ST TACTL | 328,092 | $1,118 萬 | 0.4% | +328,092 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 63,029 | $1,129 萬 | 0.4% | +54,261+618.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,536 | $1,176 萬 | 0.4% | +6,436+18.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 400,359 | $1,177 萬 | 0.4% | −6,427−1.6% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 118,943 | $1,183 萬 | 0.4% | +60,266+102.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 114,534 | $1,186 萬 | 0.4% | +31,974+38.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 20,773 | $1,189 萬 | 0.4% | +5,786+38.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 137,050 | $1,251 萬 | 0.4% | −6,145−4.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 210,822 | $1,255 萬 | 0.4% | +57,045+37.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 98,287 | $1,260 萬 | 0.4% | +2,013+2.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 80,095 | $1,328 萬 | 0.5% | +25,594+47.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 30,122 | $1,386 萬 | 0.5% | +26,537+740.2% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（48 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 115,453 | $444.1 萬 | 0.2% | – |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 75,421 | $148.3 萬 | 0.1% | – |
| LRCXLam Research Corp | COM | 1,378 | $146.7 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 40,958 | $129.4 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 33,298 | $111.2 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 27,473 | $105.4 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 16,827 | $89.1 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F334 | FT VEST U.S. | 25,467 | $84.2 萬 | <0.1% | – |
| VZIOVizio Holding Corp. | CL A COM | 70,000 | $75.6 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 5,692 | $70.2 萬 | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 13,998 | $65.5 萬 | <0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 758 | $62.1 萬 | <0.1% | 歷史 |
| GCTGigaCloud Technology Inc | Stock | 16,344 | $49.7 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 3,817 | $49.2 萬 | <0.1% | 歷史 |
| PCARPaccar Inc | COM | 4,656 | $47.9 萬 | <0.1% | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 3,025 | $43.0 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 501 | $39.4 萬 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 8,109 | $36.6 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 3,234 | $35.3 萬 | <0.1% | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 1,531 | $34.9 萬 | <0.1% | 歷史 |
| Global X FDS37954Y780 | INTERNET OF THNG | 9,606 | $34.5 萬 | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 5,944 | $33.8 萬 | <0.1% | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 11,285 | $30.6 萬 | <0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 6,558 | $28.8 萬 | <0.1% | – |
| NSSCNapco Security Technologies, Inc | Stock | 5,207 | $27.1 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 5,746 | $26.4 萬 | <0.1% | – |
| EFXEquifax Inc | COM | 1,063 | $25.7 萬 | <0.1% | 歷史 |
| ARWArrow Electronics, Inc. | COM | 2,009 | $24.3 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,384 | $23.5 萬 | <0.1% | – |
| TSCOTractor Supply Co | COM | 851 | $23.0 萬 | <0.1% | 歷史 |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 4,385 | $22.8 萬 | <0.1% | – |
| FMCFMC Corp | COM NEW | 3,904 | $22.5 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,011 | $22.5 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 7,288 | $21.7 萬 | <0.1% | – |
| MSAMSA Safety Inc | COM | 1,152 | $21.7 萬 | <0.1% | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,510 | $21.6 萬 | <0.1% | – |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 3,372 | $21.5 萬 | <0.1% | – |
| TPLTexas Pacific Land Corp | Stock | 290 | $21.3 萬 | <0.1% | 歷史 |
| ATKRAtkore Inc. | COM | 1,581 | $21.3 萬 | <0.1% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,671 | $21.0 萬 | <0.1% | 歷史 |
| UFPTUfp Technologies Inc | COM | 792 | $20.9 萬 | <0.1% | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 2,706 | $20.5 萬 | <0.1% | 歷史 |
| ALARAlarum Technologies Ltd. | ADR | 4,859 | $20.3 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,402 | $20.1 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 10,249 | $19.7 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 10,066 | $19.3 萬 | <0.1% | – |
| SHIPSeanergy Maritime Holdings Corp. | SHS | 12,221 | $12.1 萬 | <0.1% | 歷史 |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 10,210 | $2.70 萬 | <0.1% | 歷史 |