Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2025 年第 1 季到 2025 年第 2 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
- 148 檔
- 估計 +$8,331 萬
- 加碼
- 579 檔
- 估計 +$3.47 億
- 減碼
- 360 檔
- 估計 −$1.80 億
- 清倉
- 95 檔
- 估計 −$3,808 萬
總值從 $33.4 億變成 $38.2 億（+$4.74 億 (+14.2%)），持股從 1,056 檔變成 1,109 檔（+53）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 年第 1 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） |
|---|---|---|---|---|---|---|---|
| Neos ETF Trust78433H626 | 加碼– | 3,228,6903,170,575 | +58,115+1.8% | $8,876 萬$7,847 萬 | +$159.8 萬 | 2.3%2.3% | −0.02 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,533,5771,485,894 | +47,683+3.2% | $8,743 萬$7,553 萬 | +$271.8 萬 | 2.3%2.3% | +0.03 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 190,859184,561 | +6,298+3.4% | $8,367 萬$6,844 萬 | +$276.1 萬 | 2.2%2.0% | +0.14 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 462,205461,845 | +360+0.1% | $8,169 萬$7,978 萬 | +$6.36 萬 | 2.1%2.4% | −0.25 |
| AAPLApple Inc. | 加碼歷史 | 352,169336,323 | +15,846+4.7% | $7,225 萬$7,471 萬 | +$325.1 萬 | 1.9%2.2% | −0.34 |
| AMZNAmazon Com Inc | 加碼歷史 | 327,670309,751 | +17,919+5.8% | $7,189 萬$5,893 萬 | +$393.1 萬 | 1.9%1.8% | +0.12 |
| NVDANVIDIA Corp | 加碼歷史 | 445,824423,623 | +22,201+5.2% | $7,044 萬$4,591 萬 | +$350.8 萬 | 1.8%1.4% | +0.47 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 751,657764,486 | −12,829−1.7% | $6,929 萬$7,069 萬 | −$118.3 萬 | 1.8%2.1% | −0.30 |
| MSFTMicrosoft Corp | 加碼歷史 | 131,191122,793 | +8,398+6.8% | $6,526 萬$4,610 萬 | +$417.7 萬 | 1.7%1.4% | +0.33 |
| Advisorshares Tr00768Y768 | 減碼– | 1,334,3421,345,182 | −10,840−0.8% | $6,153 萬$5,785 萬 | −$50.0 萬 | 1.6%1.7% | −0.12 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 288,439279,306 | +9,133+3.3% | $5,273 萬$4,773 萬 | +$167.0 萬 | 1.4%1.4% | −0.05 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 95,01474,323 | +20,691+27.8% | $5,241 萬$3,485 萬 | +$1,141 萬 | 1.4%1.0% | +0.33 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 468,852490,839 | −21,987−4.5% | $5,162 萬$4,556 萬 | −$242.1 萬 | 1.4%1.4% | −0.01 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 985,436643,789 | +341,647+53.1% | $4,879 萬$3,143 萬 | +$1,691 萬 | 1.3%0.9% | +0.34 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 78,33483,802 | −5,468−6.5% | $4,840 萬$4,688 萬 | −$337.8 萬 | 1.3%1.4% | −0.13 |
| iShares Tr46434V613 | 減碼– | 955,7811,051,036 | −95,255−9.1% | $4,419 萬$4,843 萬 | −$440.4 萬 | 1.2%1.4% | −0.29 |
| BlackRock ETF Trust09290C103 | 加碼– | 805,218800,227 | +4,991+0.6% | $4,385 萬$3,902 萬 | +$27.2 萬 | 1.1%1.2% | −0.02 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 202,555179,780 | +22,775+12.7% | $3,958 萬$3,426 萬 | +$445.1 萬 | 1.0%1.0% | +0.01 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 63,52359,583 | +3,940+6.6% | $3,944 萬$3,348 萬 | +$244.6 萬 | 1.0%1.0% | +0.03 |
| iShares Tr464288877 | 加碼– | 578,740426,207 | +152,533+35.8% | $3,674 萬$2,512 萬 | +$968.3 萬 | 1.0%0.8% | +0.21 |
| Strategy Shs86280R787 | 加碼– | 1,392,1521,314,320 | +77,832+5.9% | $3,618 萬$3,103 萬 | +$202.3 萬 | 0.9%0.9% | +0.02 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 569,987560,064 | +9,923+1.8% | $3,310 萬$2,860 萬 | +$57.6 萬 | 0.9%0.9% | +0.01 |
| AVGOBroadcom Inc. | 加碼歷史 | 116,204110,540 | +5,664+5.1% | $3,203 萬$1,851 萬 | +$156.1 萬 | 0.8%0.6% | +0.29 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 55,27344,165 | +11,108+25.2% | $3,140 萬$2,270 萬 | +$631.0 萬 | 0.8%0.7% | +0.14 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 391,744392,022 | −278−0.1% | $3,083 萬$3,069 萬 | −$2.19 萬 | 0.8%0.9% | −0.11 |
| iShares Tr464288588 | 加碼– | 303,832290,478 | +13,354+4.6% | $2,853 萬$2,724 萬 | +$125.4 萬 | 0.7%0.8% | −0.07 |
| METAMeta Platforms, Inc. | 加碼歷史 | 37,65435,097 | +2,557+7.3% | $2,779 萬$2,023 萬 | +$188.7 萬 | 0.7%0.6% | +0.12 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 54,34251,955 | +2,387+4.6% | $2,640 萬$2,767 萬 | +$116.0 萬 | 0.7%0.8% | −0.14 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 516,560496,050 | +20,510+4.1% | $2,555 萬$2,245 萬 | +$101.4 萬 | 0.7%0.7% | 0.00 |
| American Centy ETF Tr025072604 | 加碼– | 368,818218,567 | +150,251+68.7% | $2,528 萬$1,315 萬 | +$1,030 萬 | 0.7%0.4% | +0.27 |
| GOOGLAlphabet Inc. | 加碼歷史 | 142,839136,575 | +6,264+4.6% | $2,517 萬$2,112 萬 | +$110.4 萬 | 0.7%0.6% | +0.03 |
| iShares Tr464288653 | 加碼– | 238,638212,428 | +26,210+12.3% | $2,425 萬$2,204 萬 | +$266.3 萬 | 0.6%0.7% | −0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 102,18098,162 | +4,018+4.1% | $2,421 萬$2,177 萬 | +$95.2 萬 | 0.6%0.7% | −0.02 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 699,232650,179 | +49,053+7.5% | $2,224 萬$1,930 萬 | +$156.0 萬 | 0.6%0.6% | +0.01 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 376,252359,654 | +16,598+4.6% | $1,988 萬$1,884 萬 | +$87.7 萬 | 0.5%0.6% | −0.04 |
| iShares Tr464287721 | 減碼– | 114,226134,005 | −19,779−14.8% | $1,979 萬$1,882 萬 | −$342.7 萬 | 0.5%0.6% | −0.04 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 405,076354,027 | +51,049+14.4% | $1,953 萬$1,548 萬 | +$246.2 萬 | 0.5%0.5% | +0.05 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 95,16294,870 | +292+0.3% | $1,948 萬$1,840 萬 | +$5.98 萬 | 0.5%0.6% | −0.04 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 63,33047,451 | +15,879+33.5% | $1,925 萬$1,304 萬 | +$482.6 萬 | 0.5%0.4% | +0.11 |
| BlackRock ETF Trust09290C806 | 加碼– | 540,74018,229 | +522,511+2,866.4% | $1,924 萬$57.8 萬 | +$1,859 萬 | 0.5%<0.1% | +0.49 |
| iShares Tr464288885 | 減碼– | 171,466178,559 | −7,093−4.0% | $1,920 萬$1,786 萬 | −$79.4 萬 | 0.5%0.5% | −0.03 |
| iShares S&P 100 ETF464287101 | 加碼– | 59,10331,710 | +27,393+86.4% | $1,799 萬$858.8 萬 | +$833.7 萬 | 0.5%0.3% | +0.21 |
| TSLATesla, Inc. | 加碼歷史 | 56,37751,578 | +4,799+9.3% | $1,791 萬$1,337 萬 | +$152.4 萬 | 0.5%0.4% | +0.07 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 224,940231,119 | −6,179−2.7% | $1,740 萬$1,770 萬 | −$47.8 萬 | 0.5%0.5% | −0.07 |
| Vanguard Real Estate ETF922908553 | 加碼– | 188,467185,038 | +3,429+1.9% | $1,678 萬$1,675 萬 | +$30.5 萬 | 0.4%0.5% | −0.06 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 355,342343,783 | +11,559+3.4% | $1,647 萬$1,592 萬 | +$53.6 萬 | 0.4%0.5% | −0.04 |
| IAUiShares Gold Trust | 減碼歷史 | 259,911263,265 | −3,354−1.3% | $1,621 萬$1,552 萬 | −$20.9 萬 | 0.4%0.5% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 116,818106,820 | +9,998+9.4% | $1,557 萬$1,378 萬 | +$133.3 萬 | 0.4%0.4% | 0.00 |
| PIMCO ETF Tr72201R585 | 加碼– | 573,215536,343 | +36,872+6.9% | $1,521 萬$1,413 萬 | +$97.9 萬 | 0.4%0.4% | −0.02 |
| Vanguard World FD921910873 | 加碼– | 66,43856,051 | +10,387+18.5% | $1,494 萬$1,129 萬 | +$233.6 萬 | 0.4%0.3% | +0.05 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 619,922616,209 | +3,713+0.6% | $1,488 萬$1,463 萬 | +$8.91 萬 | 0.4%0.4% | −0.05 |
| NFLXNetflix Inc | 加碼歷史 | 10,9969,757 | +1,239+12.7% | $1,473 萬$909.9 萬 | +$165.9 萬 | 0.4%0.3% | +0.11 |
| Zacks Trust98888G105 | 加碼– | 455,124362,399 | +92,725+25.6% | $1,452 萬$1,090 萬 | +$295.9 萬 | 0.4%0.3% | +0.05 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 226,122216,539 | +9,583+4.4% | $1,415 萬$1,292 萬 | +$60.0 萬 | 0.4%0.4% | −0.02 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 124,805119,058 | +5,747+4.8% | $1,404 萬$1,102 萬 | +$64.6 萬 | 0.4%0.3% | +0.04 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 99,27184,384 | +14,887+17.6% | $1,353 萬$712.2 萬 | +$202.9 萬 | 0.4%0.2% | +0.14 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 136,903128,125 | +8,778+6.9% | $1,285 萬$1,200 萬 | +$82.4 萬 | 0.3%0.4% | −0.02 |
| Zacks Trust98888G204 | 加碼– | 372,755327,630 | +45,125+13.8% | $1,263 萬$991.3 萬 | +$152.9 萬 | 0.3%0.3% | +0.03 |
| Vanguard BD Index FDS921937793 | 減碼– | 178,643230,827 | −52,184−22.6% | $1,242 萬$1,625 萬 | −$362.9 萬 | 0.3%0.5% | −0.16 |
| MOAltria Group, Inc. | 加碼歷史 | 211,407191,753 | +19,654+10.2% | $1,239 萬$1,151 萬 | +$115.2 萬 | 0.3%0.3% | −0.02 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 215,174190,370 | +24,804+13.0% | $1,223 萬$1,088 萬 | +$141.0 萬 | 0.3%0.3% | 0.00 |
| ETF Ser Solutions26922B105 | 減碼– | 309,432338,313 | −28,881−8.5% | $1,152 萬$1,093 萬 | −$107.5 萬 | 0.3%0.3% | −0.03 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 102,788112,949 | −10,161−9.0% | $1,150 萬$1,140 萬 | −$113.7 萬 | 0.3%0.3% | −0.04 |
| GLDSPDR Gold Trust | 加碼歷史 | 36,65628,479 | +8,177+28.7% | $1,117 萬$820.6 萬 | +$249.3 萬 | 0.3%0.2% | +0.05 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 740,653682,671 | +57,982+8.5% | $1,103 萬$1,063 萬 | +$86.3 萬 | 0.3%0.3% | −0.03 |
| LLYEli Lilly & Co | 加碼歷史 | 13,81912,755 | +1,064+8.3% | $1,077 萬$1,053 萬 | +$82.9 萬 | 0.3%0.3% | −0.03 |
| VZVerizon Communications Inc | 加碼歷史 | 246,177227,733 | +18,444+8.1% | $1,065 萬$1,033 萬 | +$79.8 萬 | 0.3%0.3% | −0.03 |
| PGProcter & Gamble Co | 加碼歷史 | 65,81547,096 | +18,719+39.7% | $1,049 萬$802.6 萬 | +$298.2 萬 | 0.3%0.2% | +0.03 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 55,92073,951 | −18,031−24.4% | $1,016 萬$1,281 萬 | −$327.7 萬 | 0.3%0.4% | −0.12 |
| iShares Tr46436E866 | 加碼– | 430,547416,157 | +14,390+3.5% | $1,006 萬$972.6 萬 | +$33.6 萬 | 0.3%0.3% | −0.03 |
| BlackRock ETF Trust09290C780 | 新進– | 344,9950 | +344,995 | $995.3 萬$0 | +$995.3 萬 | 0.3%0.0% | +0.26 |
| iShares Tr464287150 | 減碼– | 72,70873,207 | −499−0.7% | $981.9 萬$893.2 萬 | −$6.74 萬 | 0.3%0.3% | −0.01 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 減碼– | 134,997324,769 | −189,772−58.4% | $981.3 萬$2,136 萬 | −$1,379 萬 | 0.3%0.6% | −0.38 |
| SPDR Series Trust78468R101 | 減碼– | 330,118331,656 | −1,538−0.5% | $966.9 萬$969.8 萬 | −$4.50 萬 | 0.3%0.3% | −0.04 |
| Schwab U.S. Large-Cap Growth ETF808524300 | 加碼– | 328,281258,289 | +69,992+27.1% | $958.9 萬$646.8 萬 | +$204.4 萬 | 0.3%0.2% | +0.06 |
| GEGeneral Electric Co | 加碼歷史 | 36,82636,082 | +744+2.1% | $947.9 萬$722.2 萬 | +$19.1 萬 | 0.2%0.2% | +0.03 |
| iShares Tr464288281 | 減碼– | 101,799105,982 | −4,183−3.9% | $942.9 萬$960.1 萬 | −$38.7 萬 | 0.2%0.3% | −0.04 |
| iShares Tr46429B655 | 加碼– | 184,507174,764 | +9,743+5.6% | $941.4 萬$892.2 萬 | +$49.7 萬 | 0.2%0.3% | −0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 31,96729,305 | +2,662+9.1% | $926.8 萬$718.8 萬 | +$77.2 萬 | 0.2%0.2% | +0.03 |
| WMTWalmart Inc. | 加碼歷史 | 90,96988,722 | +2,247+2.5% | $889.5 萬$778.9 萬 | +$22.0 萬 | 0.2%0.2% | 0.00 |
| HDHome Depot, Inc. | 加碼歷史 | 24,01822,626 | +1,392+6.2% | $880.6 萬$829.3 萬 | +$51.0 萬 | 0.2%0.2% | −0.02 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 31,57435,111 | −3,537−10.1% | $880.5 萬$742.5 萬 | −$98.6 萬 | 0.2%0.2% | +0.01 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 149,36850,937 | +98,431+193.2% | $878.0 萬$299.0 萬 | +$578.6 萬 | 0.2%0.1% | +0.14 |
| VVisa Inc. | 加碼歷史 | 24,53922,953 | +1,586+6.9% | $871.3 萬$804.4 萬 | +$56.3 萬 | 0.2%0.2% | −0.01 |
| iShares Tr46434V878 | 減碼– | 168,396183,564 | −15,168−8.3% | $853.9 萬$930.7 萬 | −$76.9 萬 | 0.2%0.3% | −0.05 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 235,633226,418 | +9,215+4.1% | $844.5 萬$747.0 萬 | +$33.0 萬 | 0.2%0.2% | 0.00 |
| First Tr Exchng Traded FD VI33740U505 | 減碼– | 180,625183,673 | −3,048−1.7% | $842.9 萬$797.2 萬 | −$14.2 萬 | 0.2%0.2% | −0.02 |
| iShares Tr46429B747 | 加碼– | 81,17035,296 | +45,874+130.0% | $835.3 萬$365.2 萬 | +$472.1 萬 | 0.2%0.1% | +0.11 |
| ABBVAbbVie Inc. | 加碼歷史 | 44,45342,217 | +2,236+5.3% | $825.1 萬$884.5 萬 | +$41.5 萬 | 0.2%0.3% | −0.05 |
| Unified Ser Tr90470L444 | 加碼– | 214,029207,993 | +6,036+2.9% | $817.4 萬$695.1 萬 | +$23.1 萬 | 0.2%0.2% | +0.01 |
| SPDR Series Trust78468R812 | 減碼– | 49,30550,859 | −1,554−3.1% | $804.1 萬$796.9 萬 | −$25.3 萬 | 0.2%0.2% | −0.03 |
| IBMInternational Business Machines Corp | 減碼歷史 | 27,23128,866 | −1,635−5.7% | $802.7 萬$717.8 萬 | −$48.2 萬 | 0.2%0.2% | 0.00 |
| COSTCostco Wholesale Corp | 加碼歷史 | 8,0687,900 | +168+2.1% | $798.7 萬$747.1 萬 | +$16.6 萬 | 0.2%0.2% | −0.01 |
| PIMCO ETF Tr72201R817 | 減碼– | 81,574103,558 | −21,984−21.2% | $793.8 萬$1,002 萬 | −$213.9 萬 | 0.2%0.3% | −0.09 |
| INTUIntuit Inc. | 加碼歷史 | 10,0129,692 | +320+3.3% | $788.6 萬$595.1 萬 | +$25.2 萬 | 0.2%0.2% | +0.03 |
| First Tr Exchng Traded FD VI33740F664 | 加碼– | 174,92953,362 | +121,567+227.8% | $783.2 萬$221.5 萬 | +$544.3 萬 | 0.2%0.1% | +0.14 |
| MRSHMarsh & McLennan Companies, Inc. | 減碼歷史 | 35,07135,374 | −303−0.9% | $766.8 萬$863.2 萬 | −$6.62 萬 | 0.2%0.3% | −0.06 |
| Dimensional ETF Trust25434V203 | 減碼– | 218,654223,733 | −5,079−2.3% | $755.9 萬$698.7 萬 | −$17.6 萬 | 0.2%0.2% | −0.01 |
| J P Morgan Exchange Traded F46641Q886 | 減碼– | 72,513219,073 | −146,560−66.9% | $752.0 萬$2,203 萬 | −$1,520 萬 | 0.2%0.7% | −0.46 |
| First Tr Exchng Traded FD VI33740U703 | 減碼– | 277,959279,979 | −2,020−0.7% | $738.3 萬$698.5 萬 | −$5.37 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。