Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2024 年第 4 季到 2025 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
- 101 檔
- 估計 +$5,677 萬
- 加碼
- 541 檔
- 估計 +$4.48 億
- 減碼
- 389 檔
- 估計 −$2.89 億
- 清倉
- 106 檔
- 估計 −$7,503 萬
總值從 $32.6 億變成 $33.4 億（+$8,019 萬 (+2.5%)），持股從 1,061 檔變成 1,056 檔（−5）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 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） |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | 加碼– | 461,845447,761 | +14,084+3.1% | $7,978 萬$7,581 萬 | +$243.3 萬 | 2.4%2.3% | +0.06 |
| Neos ETF Trust78433H626 | 加碼– | 3,170,5751,482,461 | +1,688,114+113.9% | $7,847 萬$3,728 萬 | +$4,178 萬 | 2.3%1.1% | +1.20 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,485,8941,449,048 | +36,846+2.5% | $7,553 萬$6,929 萬 | +$187.3 萬 | 2.3%2.1% | +0.14 |
| AAPLApple Inc. | 加碼歷史 | 336,323296,753 | +39,570+13.3% | $7,471 萬$7,431 萬 | +$879.0 萬 | 2.2%2.3% | −0.04 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 764,486377,268 | +387,218+102.6% | $7,069 萬$3,411 萬 | +$3,581 萬 | 2.1%1.0% | +1.07 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 184,561187,243 | −2,682−1.4% | $6,844 萬$7,685 萬 | −$99.5 萬 | 2.0%2.4% | −0.31 |
| AMZNAmazon Com Inc | 加碼歷史 | 309,751181,991 | +127,760+70.2% | $5,893 萬$3,993 萬 | +$2,431 萬 | 1.8%1.2% | +0.54 |
| Advisorshares Tr00768Y768 | 減碼– | 1,345,1821,431,175 | −85,993−6.0% | $5,785 萬$6,148 萬 | −$369.8 萬 | 1.7%1.9% | −0.15 |
| iShares Tr46434V613 | 減碼– | 1,051,0362,169,590 | −1,118,554−51.6% | $4,843 萬$9,807 萬 | −$5,154 萬 | 1.4%3.0% | −1.56 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 279,306257,945 | +21,361+8.3% | $4,773 萬$4,593 萬 | +$365.0 萬 | 1.4%1.4% | +0.02 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 83,80287,235 | −3,433−3.9% | $4,688 萬$5,113 萬 | −$192.0 萬 | 1.4%1.6% | −0.16 |
| MSFTMicrosoft Corp | 加碼歷史 | 122,793115,636 | +7,157+6.2% | $4,610 萬$4,874 萬 | +$268.7 萬 | 1.4%1.5% | −0.11 |
| NVDANVIDIA Corp | 加碼歷史 | 423,623377,837 | +45,786+12.1% | $4,591 萬$5,074 萬 | +$496.2 萬 | 1.4%1.6% | −0.18 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 490,839527,255 | −36,416−6.9% | $4,556 萬$5,353 萬 | −$338.0 萬 | 1.4%1.6% | −0.28 |
| BlackRock ETF Trust09290C103 | 減碼– | 800,227837,517 | −37,290−4.5% | $3,902 萬$4,292 萬 | −$181.8 萬 | 1.2%1.3% | −0.15 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 74,32364,467 | +9,856+15.3% | $3,485 萬$3,296 萬 | +$462.2 萬 | 1.0%1.0% | +0.03 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 179,780118,355 | +61,425+51.9% | $3,426 萬$2,259 萬 | +$1,171 萬 | 1.0%0.7% | +0.33 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 59,58357,172 | +2,411+4.2% | $3,348 萬$3,366 萬 | +$135.5 萬 | 1.0%1.0% | −0.03 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 643,789641,890 | +1,899+0.3% | $3,143 萬$3,148 萬 | +$9.27 萬 | 0.9%1.0% | −0.02 |
| Strategy Shs86280R787 | 加碼– | 1,314,320334,693 | +979,627+292.7% | $3,103 萬$812.1 萬 | +$2,313 萬 | 0.9%0.2% | +0.68 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 392,022405,804 | −13,782−3.4% | $3,069 萬$3,136 萬 | −$107.9 萬 | 0.9%1.0% | −0.04 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 560,064530,876 | +29,188+5.5% | $2,860 萬$2,918 萬 | +$149.0 萬 | 0.9%0.9% | −0.04 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 51,95546,450 | +5,505+11.9% | $2,767 萬$2,106 萬 | +$293.2 萬 | 0.8%0.6% | +0.18 |
| iShares Tr464288588 | 減碼– | 290,478332,288 | −41,810−12.6% | $2,724 萬$3,046 萬 | −$392.1 萬 | 0.8%0.9% | −0.12 |
| iShares Tr464288877 | 減碼– | 426,207557,236 | −131,029−23.5% | $2,512 萬$2,924 萬 | −$772.3 萬 | 0.8%0.9% | −0.14 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 44,16524,150 | +20,015+82.9% | $2,270 萬$1,301 萬 | +$1,029 萬 | 0.7%0.4% | +0.28 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 496,050491,996 | +4,054+0.8% | $2,245 萬$2,167 萬 | +$18.3 萬 | 0.7%0.7% | +0.01 |
| iShares Tr464288653 | 加碼– | 212,42819,536 | +192,892+987.4% | $2,204 萬$194.5 萬 | +$2,001 萬 | 0.7%0.1% | +0.60 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 219,073226,475 | −7,402−3.3% | $2,203 萬$2,321 萬 | −$74.4 萬 | 0.7%0.7% | −0.05 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 98,162102,723 | −4,561−4.4% | $2,177 萬$2,468 萬 | −$101.1 萬 | 0.7%0.8% | −0.11 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 324,769523,039 | −198,270−37.9% | $2,136 萬$3,606 萬 | −$1,304 萬 | 0.6%1.1% | −0.47 |
| GOOGLAlphabet Inc. | 加碼歷史 | 136,575114,687 | +21,888+19.1% | $2,112 萬$2,171 萬 | +$338.5 萬 | 0.6%0.7% | −0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 35,09730,004 | +5,093+17.0% | $2,023 萬$1,757 萬 | +$293.5 萬 | 0.6%0.5% | +0.07 |
| First Tr Exchng Traded FD VI33740F755 | 減碼– | 650,179921,501 | −271,322−29.4% | $1,930 萬$2,808 萬 | −$805.6 萬 | 0.6%0.9% | −0.28 |
| iShares Flexible Income Active ETF092528603 | 減碼– | 359,654367,812 | −8,158−2.2% | $1,884 萬$1,913 萬 | −$42.7 萬 | 0.6%0.6% | −0.02 |
| iShares Tr464287721 | 減碼– | 134,005135,146 | −1,141−0.8% | $1,882 萬$2,156 萬 | −$16.0 萬 | 0.6%0.7% | −0.10 |
| AVGOBroadcom Inc. | 加碼歷史 | 110,540106,280 | +4,260+4.0% | $1,851 萬$2,464 萬 | +$71.3 萬 | 0.6%0.8% | −0.20 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 94,87094,540 | +330+0.3% | $1,840 萬$1,851 萬 | +$6.40 萬 | 0.6%0.6% | −0.02 |
| iShares Tr464288885 | 減碼– | 178,559357,163 | −178,604−50.0% | $1,786 萬$3,458 萬 | −$1,786 萬 | 0.5%1.1% | −0.53 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 231,119221,988 | +9,131+4.1% | $1,770 萬$1,659 萬 | +$69.9 萬 | 0.5%0.5% | +0.02 |
| Vanguard Real Estate ETF922908553 | 減碼– | 185,038185,538 | −500−0.3% | $1,675 萬$1,653 萬 | −$4.53 萬 | 0.5%0.5% | −0.01 |
| Vanguard BD Index FDS921937793 | 減碼– | 230,827245,059 | −14,232−5.8% | $1,625 萬$1,677 萬 | −$100.2 萬 | 0.5%0.5% | −0.03 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 343,783332,871 | +10,912+3.3% | $1,592 萬$1,509 萬 | +$50.5 萬 | 0.5%0.5% | +0.01 |
| IAUiShares Gold Trust | 加碼歷史 | 263,265150,354 | +112,911+75.1% | $1,552 萬$744.4 萬 | +$665.7 萬 | 0.5%0.2% | +0.24 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 354,027276,422 | +77,605+28.1% | $1,548 萬$1,255 萬 | +$339.4 萬 | 0.5%0.4% | +0.08 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 616,209628,673 | −12,464−2.0% | $1,463 萬$1,474 萬 | −$29.6 萬 | 0.4%0.5% | −0.01 |
| PIMCO ETF Tr72201R585 | 加碼– | 536,343515,959 | +20,384+4.0% | $1,413 萬$1,337 萬 | +$53.7 萬 | 0.4%0.4% | +0.01 |
| iShares Inc46434G764 | 減碼– | 251,767349,966 | −98,199−28.1% | $1,387 萬$1,941 萬 | −$541.0 萬 | 0.4%0.6% | −0.18 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 106,820111,805 | −4,985−4.5% | $1,378 萬$1,427 萬 | −$64.3 萬 | 0.4%0.4% | −0.03 |
| TSLATesla, Inc. | 加碼歷史 | 51,57843,585 | +7,993+18.3% | $1,337 萬$1,760 萬 | +$207.1 萬 | 0.4%0.5% | −0.14 |
| American Centy ETF Tr025072604 | 加碼– | 218,567166,489 | +52,078+31.3% | $1,315 萬$978.8 萬 | +$313.4 萬 | 0.4%0.3% | +0.09 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 47,45144,399 | +3,052+6.9% | $1,304 萬$1,287 萬 | +$83.9 萬 | 0.4%0.4% | 0.00 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 216,539169,775 | +46,764+27.5% | $1,292 萬$1,053 萬 | +$279.1 萬 | 0.4%0.3% | +0.06 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 73,95156,192 | +17,759+31.6% | $1,281 萬$984.7 萬 | +$307.6 萬 | 0.4%0.3% | +0.08 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 128,125133,557 | −5,432−4.1% | $1,200 萬$1,186 萬 | −$50.9 萬 | 0.4%0.4% | 0.00 |
| MOAltria Group, Inc. | 加碼歷史 | 191,753155,564 | +36,189+23.3% | $1,151 萬$813.4 萬 | +$217.2 萬 | 0.3%0.2% | +0.09 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 112,949110,167 | +2,782+2.5% | $1,140 萬$1,167 萬 | +$28.1 萬 | 0.3%0.4% | −0.02 |
| Vanguard World FD921910873 | 減碼– | 56,05163,788 | −7,737−12.1% | $1,129 萬$1,357 萬 | −$155.8 萬 | 0.3%0.4% | −0.08 |
| Invesco Exch Traded FD Tr II46138E339 | 減碼– | 119,058127,131 | −8,073−6.4% | $1,102 萬$1,208 萬 | −$74.7 萬 | 0.3%0.4% | −0.04 |
| ETF Ser Solutions26922B105 | 減碼– | 338,313398,538 | −60,225−15.1% | $1,093 萬$1,347 萬 | −$194.6 萬 | 0.3%0.4% | −0.09 |
| Zacks Trust98888G105 | 加碼– | 362,399214,328 | +148,071+69.1% | $1,090 萬$652.7 萬 | +$445.5 萬 | 0.3%0.2% | +0.13 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 190,370226,142 | −35,772−15.8% | $1,088 萬$1,301 萬 | −$204.4 萬 | 0.3%0.4% | −0.07 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 682,671596,836 | +85,835+14.4% | $1,063 萬$910.8 萬 | +$133.6 萬 | 0.3%0.3% | +0.04 |
| LLYEli Lilly & Co | 加碼歷史 | 12,7559,899 | +2,856+28.9% | $1,053 萬$764.2 萬 | +$235.9 萬 | 0.3%0.2% | +0.08 |
| VZVerizon Communications Inc | 加碼歷史 | 227,733200,550 | +27,183+13.6% | $1,033 萬$802.0 萬 | +$123.3 萬 | 0.3%0.2% | +0.06 |
| PIMCO ETF Tr72201R817 | 減碼– | 103,558142,490 | −38,932−27.3% | $1,002 萬$1,355 萬 | −$376.7 萬 | 0.3%0.4% | −0.12 |
| Zacks Trust98888G204 | 加碼– | 327,630159,204 | +168,426+105.8% | $991.3 萬$528.2 萬 | +$509.6 萬 | 0.3%0.2% | +0.13 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 349,87291,259 | +258,613+283.4% | $978.2 萬$249.3 萬 | +$723.1 萬 | 0.3%0.1% | +0.22 |
| iShares Tr46436E866 | 加碼– | 416,157368,332 | +47,825+13.0% | $972.6 萬$859.0 萬 | +$111.8 萬 | 0.3%0.3% | +0.03 |
| SPDR Series Trust78468R101 | 減碼– | 331,656358,073 | −26,417−7.4% | $969.8 萬$1,039 萬 | −$77.2 萬 | 0.3%0.3% | −0.03 |
| iShares Tr464288281 | 減碼– | 105,982107,572 | −1,590−1.5% | $960.1 萬$957.8 萬 | −$14.4 萬 | 0.3%0.3% | −0.01 |
| iShares Tr46434V878 | 加碼– | 183,564176,536 | +7,028+4.0% | $930.7 萬$890.3 萬 | +$35.6 萬 | 0.3%0.3% | +0.01 |
| ZGZillow Group, Inc. | 減碼歷史 | 136,138188,383 | −52,245−27.7% | $910.2 萬$1,335 萬 | −$349.3 萬 | 0.3%0.4% | −0.14 |
| NFLXNetflix Inc | 加碼歷史 | 9,7577,180 | +2,577+35.9% | $909.9 萬$640.0 萬 | +$240.3 萬 | 0.3%0.2% | +0.08 |
| iShares Tr464287150 | 減碼– | 73,20775,844 | −2,637−3.5% | $893.2 萬$975.5 萬 | −$32.2 萬 | 0.3%0.3% | −0.03 |
| iShares Tr46429B655 | 減碼– | 174,764180,120 | −5,356−3.0% | $892.2 萬$916.5 萬 | −$27.3 萬 | 0.3%0.3% | −0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 42,21740,505 | +1,712+4.2% | $884.5 萬$719.8 萬 | +$35.9 萬 | 0.3%0.2% | +0.04 |
| MRSHMarsh & McLennan Companies, Inc. | 加碼歷史 | 35,37434,048 | +1,326+3.9% | $863.2 萬$723.2 萬 | +$32.4 萬 | 0.3%0.2% | +0.04 |
| iShares S&P 100 ETF464287101 | 加碼– | 31,7105,555 | +26,155+470.8% | $858.8 萬$160.4 萬 | +$708.4 萬 | 0.3%<0.1% | +0.21 |
| HDHome Depot, Inc. | 減碼歷史 | 22,62623,150 | −524−2.3% | $829.3 萬$900.5 萬 | −$19.2 萬 | 0.2%0.3% | −0.03 |
| GLDSPDR Gold Trust | 加碼歷史 | 28,47927,260 | +1,219+4.5% | $820.6 萬$660.0 萬 | +$35.1 萬 | 0.2%0.2% | +0.04 |
| VVisa Inc. | 加碼歷史 | 22,95320,208 | +2,745+13.6% | $804.4 萬$638.6 萬 | +$96.2 萬 | 0.2%0.2% | +0.04 |
| PGProcter & Gamble Co | 加碼歷史 | 47,09639,187 | +7,909+20.2% | $802.6 萬$657.0 萬 | +$134.8 萬 | 0.2%0.2% | +0.04 |
| First Tr Exchng Traded FD VI33740U505 | 加碼– | 183,673143,749 | +39,924+27.8% | $797.2 萬$640.8 萬 | +$173.3 萬 | 0.2%0.2% | +0.04 |
| SPDR Series Trust78468R812 | 減碼– | 50,85953,193 | −2,334−4.4% | $796.9 萬$823.7 萬 | −$36.6 萬 | 0.2%0.3% | −0.01 |
| WMTWalmart Inc. | 加碼歷史 | 88,72286,375 | +2,347+2.7% | $778.9 萬$780.4 萬 | +$20.6 萬 | 0.2%0.2% | −0.01 |
| DBX ETF Tr233051200 | 加碼– | 173,2976,773 | +166,524+2,458.6% | $750.4 萬$28.0 萬 | +$721.1 萬 | 0.2%<0.1% | +0.22 |
| COSTCostco Wholesale Corp | 加碼歷史 | 7,9006,579 | +1,321+20.1% | $747.1 萬$602.8 萬 | +$124.9 萬 | 0.2%0.2% | +0.04 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 226,418186,370 | +40,048+21.5% | $747.0 萬$644.7 萬 | +$132.1 萬 | 0.2%0.2% | +0.03 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 35,11136,229 | −1,118−3.1% | $742.5 萬$877.3 萬 | −$23.6 萬 | 0.2%0.3% | −0.05 |
| PEPPepsiCo Inc | 加碼歷史 | 48,67545,551 | +3,124+6.9% | $729.8 萬$692.7 萬 | +$46.8 萬 | 0.2%0.2% | +0.01 |
| First Tr Exchng Traded FD VI33740F862 | 加碼– | 160,424156,572 | +3,852+2.5% | $729.7 萬$728.7 萬 | +$17.5 萬 | 0.2%0.2% | −0.01 |
| First Tr Exchng Traded FD VI33740U208 | 減碼– | 152,526153,482 | −956−0.6% | $726.5 萬$751.6 萬 | −$4.55 萬 | 0.2%0.2% | −0.01 |
| GEGeneral Electric Co | 加碼歷史 | 36,08226,734 | +9,348+35.0% | $722.2 萬$445.9 萬 | +$187.1 萬 | 0.2%0.1% | +0.08 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 29,30524,780 | +4,525+18.3% | $718.8 萬$594.0 萬 | +$111.0 萬 | 0.2%0.2% | +0.03 |
| IBMInternational Business Machines Corp | 加碼歷史 | 28,86625,689 | +3,177+12.4% | $717.8 萬$564.7 萬 | +$79.0 萬 | 0.2%0.2% | +0.04 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 84,38446,902 | +37,482+79.9% | $712.2 萬$354.7 萬 | +$316.3 萬 | 0.2%0.1% | +0.10 |
| Dimensional ETF Trust25434V203 | 減碼– | 223,733248,361 | −24,628−9.9% | $698.7 萬$725.2 萬 | −$76.9 萬 | 0.2%0.2% | −0.01 |
| First Tr Exchng Traded FD VI33740U703 | 減碼– | 279,979280,185 | −206−0.1% | $698.5 萬$715.0 萬 | −$5,139.7 | 0.2%0.2% | −0.01 |
| CVXChevron Corp | 加碼歷史 | 41,64339,767 | +1,876+4.7% | $696.6 萬$576.0 萬 | +$31.4 萬 | 0.2%0.2% | +0.03 |
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。