Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2024 年第 3 季到 2024 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
- 181 檔
- 估計 +$1.45 億
- 加碼
- 564 檔
- 估計 +$3.57 億
- 減碼
- 294 檔
- 估計 −$1.23 億
- 清倉
- 62 檔
- 估計 −$3,757 萬
總值從 $29.4 億變成 $32.6 億（+$3.23 億 (+11.0%)），持股從 942 檔變成 1,061 檔（+119）。
2024 年第 4 季全部持倉2024 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 4 季，下面灰字是 2024 年第 3 季。兩季之間拆股的股票，2024 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 | 減碼– | 2,169,5902,437,917 | −268,327−11.0% | $9,807 萬$1.15 億 | −$1,213 萬 | 3.0%3.9% | −0.90 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 187,243193,076 | −5,833−3.0% | $7,685 萬$7,413 萬 | −$239.4 萬 | 2.4%2.5% | −0.17 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 447,761449,667 | −1,906−0.4% | $7,581 萬$7,850 萬 | −$32.3 萬 | 2.3%2.7% | −0.35 |
| AAPLApple Inc. | 加碼歷史 | 296,753194,628 | +102,125+52.5% | $7,431 萬$4,535 萬 | +$2,557 萬 | 2.3%1.5% | +0.73 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,449,0481,386,634 | +62,414+4.5% | $6,929 萬$7,323 萬 | +$298.5 萬 | 2.1%2.5% | −0.37 |
| Advisorshares Tr00768Y768 | 加碼– | 1,431,1751,365,964 | +65,211+4.8% | $6,148 萬$5,960 萬 | +$280.2 萬 | 1.9%2.0% | −0.14 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 527,255524,147 | +3,108+0.6% | $5,353 萬$5,019 萬 | +$31.6 萬 | 1.6%1.7% | −0.07 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 87,23584,383 | +2,852+3.4% | $5,113 萬$4,842 萬 | +$167.1 萬 | 1.6%1.6% | −0.08 |
| NVDANVIDIA Corp | 加碼歷史 | 377,837281,252 | +96,585+34.3% | $5,074 萬$3,416 萬 | +$1,297 萬 | 1.6%1.2% | +0.39 |
| MSFTMicrosoft Corp | 加碼歷史 | 115,63695,565 | +20,071+21.0% | $4,874 萬$4,112 萬 | +$846.0 萬 | 1.5%1.4% | +0.10 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 257,945252,618 | +5,327+2.1% | $4,593 萬$4,529 萬 | +$94.9 萬 | 1.4%1.5% | −0.13 |
| BlackRock ETF Trust09290C103 | 減碼– | 837,517850,295 | −12,778−1.5% | $4,292 萬$4,206 萬 | −$65.5 萬 | 1.3%1.4% | −0.12 |
| AMZNAmazon Com Inc | 加碼歷史 | 181,991122,799 | +59,192+48.2% | $3,993 萬$2,288 萬 | +$1,299 萬 | 1.2%0.8% | +0.45 |
| Neos ETF Trust78433H626 | 新進– | 1,482,4610 | +1,482,461 | $3,728 萬$0 | +$3,728 萬 | 1.1%0.0% | +1.14 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 523,039547,396 | −24,357−4.4% | $3,606 萬$3,695 萬 | −$167.9 萬 | 1.1%1.3% | −0.15 |
| iShares Tr464288885 | 加碼– | 357,163278,324 | +78,839+28.3% | $3,458 萬$2,996 萬 | +$763.4 萬 | 1.1%1.0% | +0.04 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 377,268330,565 | +46,703+14.1% | $3,411 萬$3,127 萬 | +$422.3 萬 | 1.0%1.1% | −0.02 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 57,17255,512 | +1,660+3.0% | $3,366 萬$3,202 萬 | +$97.7 萬 | 1.0%1.1% | −0.06 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 64,46759,416 | +5,051+8.5% | $3,296 萬$2,900 萬 | +$258.2 萬 | 1.0%1.0% | +0.02 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 641,890607,609 | +34,281+5.6% | $3,148 萬$3,055 萬 | +$168.1 萬 | 1.0%1.0% | −0.07 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 405,804395,917 | +9,887+2.5% | $3,136 萬$3,115 萬 | +$76.4 萬 | 1.0%1.1% | −0.10 |
| iShares Tr464288588 | 加碼– | 332,288312,194 | +20,094+6.4% | $3,046 萬$2,991 萬 | +$184.2 萬 | 0.9%1.0% | −0.08 |
| iShares Tr464288877 | 加碼– | 557,236548,238 | +8,998+1.6% | $2,924 萬$3,154 萬 | +$47.2 萬 | 0.9%1.1% | −0.18 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 530,876497,361 | +33,515+6.7% | $2,918 萬$2,674 萬 | +$184.2 萬 | 0.9%0.9% | −0.02 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 921,501476,059 | +445,442+93.6% | $2,808 萬$1,423 萬 | +$1,357 萬 | 0.9%0.5% | +0.38 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 102,723100,275 | +2,448+2.4% | $2,468 萬$2,379 萬 | +$58.8 萬 | 0.8%0.8% | −0.05 |
| AVGOBroadcom Inc. | 減碼歷史 | 106,280108,345 | −2,065−1.9% | $2,464 萬$1,869 萬 | −$47.9 萬 | 0.8%0.6% | +0.12 |
| J P Morgan Exchange Traded F46641Q886 | 加碼– | 226,475224,974 | +1,501+0.7% | $2,321 萬$2,363 萬 | +$15.4 萬 | 0.7%0.8% | −0.09 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 118,355114,542 | +3,813+3.3% | $2,259 萬$2,258 萬 | +$72.8 萬 | 0.7%0.8% | −0.08 |
| GOOGLAlphabet Inc. | 加碼歷史 | 114,68780,095 | +34,592+43.2% | $2,171 萬$1,328 萬 | +$654.8 萬 | 0.7%0.5% | +0.21 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 491,996472,453 | +19,543+4.1% | $2,167 萬$2,261 萬 | +$86.1 萬 | 0.7%0.8% | −0.10 |
| iShares Tr464287721 | 減碼– | 135,146139,264 | −4,118−3.0% | $2,156 萬$2,112 萬 | −$65.7 萬 | 0.7%0.7% | −0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 46,45030,122 | +16,328+54.2% | $2,106 萬$1,386 萬 | +$740.1 萬 | 0.6%0.5% | +0.17 |
| iShares Inc46434G764 | 加碼– | 349,966329,522 | +20,444+6.2% | $1,941 萬$2,014 萬 | +$113.4 萬 | 0.6%0.7% | −0.09 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 367,812354,242 | +13,570+3.8% | $1,913 萬$1,896 萬 | +$70.6 萬 | 0.6%0.6% | −0.06 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 94,54086,022 | +8,518+9.9% | $1,851 萬$1,704 萬 | +$166.8 萬 | 0.6%0.6% | −0.01 |
| TSLATesla, Inc. | 加碼歷史 | 43,58537,067 | +6,518+17.6% | $1,760 萬$969.8 萬 | +$263.2 萬 | 0.5%0.3% | +0.21 |
| METAMeta Platforms, Inc. | 加碼歷史 | 30,00420,773 | +9,231+44.4% | $1,757 萬$1,189 萬 | +$540.5 萬 | 0.5%0.4% | +0.13 |
| iShares Tr464287432 | 加碼– | 196,162181,253 | +14,909+8.2% | $1,713 萬$1,778 萬 | +$130.2 萬 | 0.5%0.6% | −0.08 |
| Vanguard BD Index FDS921937793 | 加碼– | 245,059238,990 | +6,069+2.5% | $1,677 萬$1,796 萬 | +$41.5 萬 | 0.5%0.6% | −0.10 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 221,988217,730 | +4,258+2.0% | $1,659 萬$1,706 萬 | +$31.8 萬 | 0.5%0.6% | −0.07 |
| Vanguard Real Estate ETF922908553 | 減碼– | 185,538188,470 | −2,932−1.6% | $1,653 萬$1,836 萬 | −$26.1 萬 | 0.5%0.6% | −0.12 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 332,871321,432 | +11,439+3.6% | $1,509 萬$1,517 萬 | +$51.9 萬 | 0.5%0.5% | −0.05 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 628,673640,181 | −11,508−1.8% | $1,474 萬$1,542 萬 | −$27.0 萬 | 0.5%0.5% | −0.07 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 111,80598,287 | +13,518+13.8% | $1,427 萬$1,260 萬 | +$172.5 萬 | 0.4%0.4% | +0.01 |
| Vanguard World FD921910873 | 減碼– | 63,78874,895 | −11,107−14.8% | $1,357 萬$1,548 萬 | −$236.2 萬 | 0.4%0.5% | −0.11 |
| PIMCO ETF Tr72201R817 | 加碼– | 142,490118,943 | +23,547+19.8% | $1,355 萬$1,183 萬 | +$223.9 萬 | 0.4%0.4% | +0.01 |
| ETF Ser Solutions26922B105 | 加碼– | 398,538328,092 | +70,446+21.5% | $1,347 萬$1,118 萬 | +$238.1 萬 | 0.4%0.4% | +0.03 |
| PIMCO ETF Tr72201R585 | 加碼– | 515,959388,845 | +127,114+32.7% | $1,337 萬$1,036 萬 | +$329.5 萬 | 0.4%0.4% | +0.06 |
| ZGZillow Group, Inc. | 加碼歷史 | 188,383179,700 | +8,683+4.8% | $1,335 萬$1,113 萬 | +$61.5 萬 | 0.4%0.4% | +0.03 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 24,15017,999 | +6,151+34.2% | $1,301 萬$949.7 萬 | +$331.4 萬 | 0.4%0.3% | +0.08 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 226,142210,822 | +15,320+7.3% | $1,301 萬$1,255 萬 | +$88.1 萬 | 0.4%0.4% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 44,39941,536 | +2,863+6.9% | $1,287 萬$1,176 萬 | +$83.0 萬 | 0.4%0.4% | −0.01 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 276,422200,075 | +76,347+38.2% | $1,255 萬$893.0 萬 | +$346.6 萬 | 0.4%0.3% | +0.08 |
| Timothy Plan887432359 | 減碼– | 289,396403,961 | −114,565−28.4% | $1,239 萬$1,777 萬 | −$490.7 萬 | 0.4%0.6% | −0.22 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 127,1312,300 | +124,831+5,427.4% | $1,208 萬$20.8 萬 | +$1,186 萬 | 0.4%<0.1% | +0.36 |
| Northern LTS FD Tr IV66538H419 | 減碼– | 412,946432,544 | −19,598−4.5% | $1,198 萬$1,397 萬 | −$56.8 萬 | 0.4%0.5% | −0.11 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 133,557137,050 | −3,493−2.5% | $1,186 萬$1,251 萬 | −$31.0 萬 | 0.4%0.4% | −0.06 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 110,167114,534 | −4,367−3.8% | $1,167 萬$1,186 萬 | −$46.3 萬 | 0.4%0.4% | −0.05 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 169,775114,836 | +54,939+47.8% | $1,053 萬$702.1 萬 | +$340.8 萬 | 0.3%0.2% | +0.08 |
| Northern LTS FD Tr IV66538H641 | 加碼– | 279,521244,210 | +35,311+14.5% | $1,049 萬$925.6 萬 | +$132.5 萬 | 0.3%0.3% | +0.01 |
| SPDR Series Trust78468R101 | 減碼– | 358,073400,359 | −42,286−10.6% | $1,039 萬$1,177 萬 | −$122.7 萬 | 0.3%0.4% | −0.08 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 56,19263,029 | −6,837−10.8% | $984.7 萬$1,129 萬 | −$119.8 萬 | 0.3%0.4% | −0.08 |
| American Centy ETF Tr025072604 | 加碼– | 166,489133,716 | +32,773+24.5% | $978.8 萬$863.8 萬 | +$192.7 萬 | 0.3%0.3% | +0.01 |
| iShares Tr464287150 | 加碼– | 75,84475,066 | +778+1.0% | $975.5 萬$943.0 萬 | +$10.0 萬 | 0.3%0.3% | −0.02 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 112,48274,436 | +38,046+51.1% | $963.5 萬$653.5 萬 | +$325.9 萬 | 0.3%0.2% | +0.07 |
| iShares Tr464288281 | 加碼– | 107,572102,492 | +5,080+5.0% | $957.8 萬$959.1 萬 | +$45.2 萬 | 0.3%0.3% | −0.03 |
| iShares Tr46429B655 | 減碼– | 180,120188,627 | −8,507−4.5% | $916.5 萬$962.7 萬 | −$43.3 萬 | 0.3%0.3% | −0.05 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 596,836559,378 | +37,458+6.7% | $910.8 萬$881.6 萬 | +$57.2 萬 | 0.3%0.3% | −0.02 |
| HDHome Depot, Inc. | 加碼歷史 | 23,15020,342 | +2,808+13.8% | $900.5 萬$824.2 萬 | +$109.2 萬 | 0.3%0.3% | 0.00 |
| iShares Tr46434V878 | 減碼– | 176,536195,825 | −19,289−9.9% | $890.3 萬$993.6 萬 | −$97.3 萬 | 0.3%0.3% | −0.07 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 36,22931,150 | +5,079+16.3% | $877.3 萬$764.6 萬 | +$123.0 萬 | 0.3%0.3% | +0.01 |
| iShares Tr46436E866 | 加碼– | 368,33266,012 | +302,320+458.0% | $859.0 萬$154.6 萬 | +$705.0 萬 | 0.3%0.1% | +0.21 |
| Timothy Plan887432326 | 減碼– | 235,517267,774 | −32,257−12.0% | $856.2 萬$1,010 萬 | −$117.3 萬 | 0.3%0.3% | −0.08 |
| Schwab U.S. Large-Cap Growth ETF808524300 | 加碼依 4 比 1 拆股換算– | 299,578114,348 | +185,230+162.0% | $834.9 萬$297.8 萬 | +$516.2 萬 | 0.3%0.1% | +0.15 |
| SPDR Series Trust78468R812 | 減碼– | 53,19362,971 | −9,778−15.5% | $823.7 萬$992.1 萬 | −$151.4 萬 | 0.3%0.3% | −0.08 |
| MOAltria Group, Inc. | 加碼歷史 | 155,564121,840 | +33,724+27.7% | $813.4 萬$621.9 萬 | +$176.3 萬 | 0.2%0.2% | +0.04 |
| Strategy Shs86280R787 | 新進– | 334,6930 | +334,693 | $812.1 萬$0 | +$812.1 萬 | 0.2%0.0% | +0.25 |
| VZVerizon Communications Inc | 加碼歷史 | 200,550181,079 | +19,471+10.8% | $802.0 萬$813.2 萬 | +$77.9 萬 | 0.2%0.3% | −0.03 |
| Northern LTS FD Tr IV66538H534 | 減碼– | 205,679250,106 | −44,427−17.8% | $800.2 萬$1,017 萬 | −$172.8 萬 | 0.2%0.3% | −0.10 |
| Timothy Plan887432334 | 減碼– | 295,507320,525 | −25,018−7.8% | $785.5 萬$925.5 萬 | −$66.5 萬 | 0.2%0.3% | −0.07 |
| WMTWalmart Inc. | 加碼歷史 | 86,37571,558 | +14,817+20.7% | $780.4 萬$577.8 萬 | +$133.9 萬 | 0.2%0.2% | +0.04 |
| First Tr Exchng Traded FD VI33740F664 | 加碼– | 180,3885,982 | +174,406+2,915.5% | $769.0 萬$25.3 萬 | +$743.5 萬 | 0.2%<0.1% | +0.23 |
| LLYEli Lilly & Co | 加碼歷史 | 9,8998,416 | +1,483+17.6% | $764.2 萬$745.6 萬 | +$114.5 萬 | 0.2%0.3% | −0.02 |
| First Tr Exchng Traded FD VI33740U208 | 減碼– | 153,482197,799 | −44,317−22.4% | $751.6 萬$951.6 萬 | −$217.0 萬 | 0.2%0.3% | −0.09 |
| Janus Detroit STR Tr47103U845 | 減碼– | 147,065151,891 | −4,826−3.2% | $745.8 萬$772.8 萬 | −$24.5 萬 | 0.2%0.3% | −0.03 |
| IAUiShares Gold Trust | 加碼歷史 | 150,35437,215 | +113,139+304.0% | $744.4 萬$185.0 萬 | +$560.2 萬 | 0.2%0.1% | +0.17 |
| First Tr Exchng Traded FD VI33740F862 | 減碼– | 156,572186,695 | −30,123−16.1% | $728.7 萬$854.1 萬 | −$140.2 萬 | 0.2%0.3% | −0.07 |
| Dimensional ETF Trust25434V203 | 加碼– | 248,361233,381 | +14,980+6.4% | $725.2 萬$741.7 萬 | +$43.7 萬 | 0.2%0.3% | −0.03 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 34,04814,266 | +19,782+138.7% | $723.2 萬$318.3 萬 | +$420.2 萬 | 0.2%0.1% | +0.11 |
| ABBVAbbVie Inc. | 加碼歷史 | 40,50537,526 | +2,979+7.9% | $719.8 萬$741.1 萬 | +$52.9 萬 | 0.2%0.3% | −0.03 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | 減碼– | 240,497271,974 | −31,477−11.6% | $718.1 萬$823.5 萬 | −$94.0 萬 | 0.2%0.3% | −0.06 |
| First Tr Exchng Traded FD VI33740U703 | 減碼– | 280,185285,728 | −5,543−1.9% | $715.0 萬$715.5 萬 | −$14.1 萬 | 0.2%0.2% | −0.02 |
| PEPPepsiCo Inc | 加碼歷史 | 45,55139,456 | +6,095+15.4% | $692.7 萬$671.0 萬 | +$92.7 萬 | 0.2%0.2% | −0.02 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 13,24811,903 | +1,345+11.3% | $670.2 萬$695.9 萬 | +$68.0 萬 | 0.2%0.2% | −0.03 |
| GLDSPDR Gold Trust | 加碼歷史 | 27,26026,202 | +1,058+4.0% | $660.0 萬$636.9 萬 | +$25.6 萬 | 0.2%0.2% | −0.01 |
| PGProcter & Gamble Co | 加碼歷史 | 39,18733,121 | +6,066+18.3% | $657.0 萬$573.6 萬 | +$101.7 萬 | 0.2%0.2% | +0.01 |
| Zacks Trust98888G105 | 加碼– | 214,328172,202 | +42,126+24.5% | $652.7 萬$531.0 萬 | +$128.3 萬 | 0.2%0.2% | +0.02 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 16,11115,764 | +347+2.2% | $647.0 萬$591.7 萬 | +$13.9 萬 | 0.2%0.2% | 0.00 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 186,370183,286 | +3,084+1.7% | $644.7 萬$628.5 萬 | +$10.7 萬 | 0.2%0.2% | −0.02 |
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。