Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2025 年第 2 季到 2025 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
- 123 檔
- 估計 +$6,142 萬
- 加碼
- 475 檔
- 估計 +$3.07 億
- 減碼
- 525 檔
- 估計 −$2.89 億
- 清倉
- 87 檔
- 估計 −$4,274 萬
總值從 $38.2 億變成 $41.0 億（+$2.78 億 (+7.3%)），持股從 1,109 檔變成 1,145 檔（+36）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| Neos ETF Trust78433H626 | 減碼– | 3,190,4523,228,690 | −38,238−1.2% | $9,493 萬$8,876 萬 | −$113.8 萬 | 2.3%2.3% | −0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,522,9591,533,577 | −10,618−0.7% | $9,126 萬$8,743 萬 | −$63.6 萬 | 2.2%2.3% | −0.06 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 189,898190,859 | −961−0.5% | $9,108 萬$8,367 萬 | −$46.1 萬 | 2.2%2.2% | +0.03 |
| AAPLApple Inc. | 減碼歷史 | 346,899352,169 | −5,270−1.5% | $8,833 萬$7,225 萬 | −$134.2 萬 | 2.2%1.9% | +0.26 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 470,223462,205 | +8,018+1.7% | $8,769 萬$8,169 萬 | +$149.5 萬 | 2.1%2.1% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 462,190445,824 | +16,366+3.7% | $8,624 萬$7,044 萬 | +$305.4 萬 | 2.1%1.8% | +0.26 |
| AMZNAmazon Com Inc | 加碼歷史 | 332,657327,670 | +4,987+1.5% | $7,304 萬$7,189 萬 | +$109.5 萬 | 1.8%1.9% | −0.10 |
| MSFTMicrosoft Corp | 加碼歷史 | 134,853131,191 | +3,662+2.8% | $6,985 萬$6,526 萬 | +$189.7 萬 | 1.7%1.7% | 0.00 |
| Advisorshares Tr00768Y768 | 加碼– | 1,385,7321,334,342 | +51,390+3.9% | $6,743 萬$6,153 萬 | +$250.1 萬 | 1.6%1.6% | +0.03 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 110,14695,014 | +15,132+15.9% | $6,613 萬$5,241 萬 | +$908.5 萬 | 1.6%1.4% | +0.24 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 減碼– | 705,324751,657 | −46,333−6.2% | $6,584 萬$6,929 萬 | −$432.5 萬 | 1.6%1.8% | −0.21 |
| BlackRock ETF Trust09290C103 | 加碼– | 1,012,240805,218 | +207,022+25.7% | $5,992 萬$4,385 萬 | +$1,226 萬 | 1.5%1.1% | +0.31 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 463,167468,852 | −5,685−1.2% | $5,591 萬$5,162 萬 | −$68.6 萬 | 1.4%1.4% | +0.01 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 82,85178,334 | +4,517+5.8% | $5,519 萬$4,840 萬 | +$300.9 萬 | 1.3%1.3% | +0.08 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 267,839288,439 | −20,600−7.1% | $5,209 萬$5,273 萬 | −$400.7 萬 | 1.3%1.4% | −0.11 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 1,017,488985,436 | +32,052+3.3% | $5,032 萬$4,879 萬 | +$158.5 萬 | 1.2%1.3% | −0.05 |
| iShares Tr46434V613 | 加碼– | 971,984955,781 | +16,203+1.7% | $4,540 萬$4,419 萬 | +$75.7 萬 | 1.1%1.2% | −0.05 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 211,410202,555 | +8,855+4.4% | $4,366 萬$3,958 萬 | +$182.9 萬 | 1.1%1.0% | +0.03 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 64,64163,523 | +1,118+1.8% | $4,326 萬$3,944 萬 | +$74.8 萬 | 1.1%1.0% | +0.02 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 661,552569,987 | +91,565+16.1% | $4,169 萬$3,310 萬 | +$577.0 萬 | 1.0%0.9% | +0.15 |
| Strategy Shs86280R787 | 加碼– | 1,396,5311,392,152 | +4,379+0.3% | $3,796 萬$3,618 萬 | +$11.9 萬 | 0.9%0.9% | −0.02 |
| AVGOBroadcom Inc. | 減碼歷史 | 112,542116,204 | −3,662−3.2% | $3,713 萬$3,203 萬 | −$120.8 萬 | 0.9%0.8% | +0.07 |
| iShares S&P 100 ETF464287101 | 加碼– | 110,23959,103 | +51,136+86.5% | $3,669 萬$1,799 萬 | +$1,702 萬 | 0.9%0.5% | +0.42 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 59,61855,273 | +4,345+7.9% | $3,651 萬$3,140 萬 | +$266.1 萬 | 0.9%0.8% | +0.07 |
| American Centy ETF Tr025072604 | 加碼– | 464,357368,818 | +95,539+25.9% | $3,488 萬$2,528 萬 | +$717.6 萬 | 0.9%0.7% | +0.19 |
| iShares Tr464288877 | 減碼– | 510,962578,740 | −67,778−11.7% | $3,466 萬$3,674 萬 | −$459.7 萬 | 0.8%1.0% | −0.12 |
| GOOGLAlphabet Inc. | 減碼歷史 | 134,087142,839 | −8,752−6.1% | $3,260 萬$2,517 萬 | −$212.8 萬 | 0.8%0.7% | +0.14 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 401,206391,744 | +9,462+2.4% | $3,166 萬$3,083 萬 | +$74.7 萬 | 0.8%0.8% | −0.03 |
| Simplify Exchange Traded Fun82889N525 | 加碼– | 613,27031,595 | +581,675+1,841.0% | $3,088 萬$158.3 萬 | +$2,929 萬 | 0.8%<0.1% | +0.71 |
| METAMeta Platforms, Inc. | 加碼歷史 | 41,92737,654 | +4,273+11.3% | $3,079 萬$2,779 萬 | +$313.8 萬 | 0.8%0.7% | +0.02 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 856,131699,232 | +156,899+22.4% | $2,861 萬$2,224 萬 | +$524.4 萬 | 0.7%0.6% | +0.12 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 522,558516,560 | +5,998+1.2% | $2,831 萬$2,555 萬 | +$32.5 萬 | 0.7%0.7% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 104,314102,180 | +2,134+2.1% | $2,652 萬$2,421 萬 | +$54.3 萬 | 0.6%0.6% | +0.01 |
| TSLATesla, Inc. | 加碼歷史 | 59,45356,377 | +3,076+5.5% | $2,644 萬$1,791 萬 | +$136.8 萬 | 0.6%0.5% | +0.18 |
| iShares Tr464288653 | 加碼– | 247,248238,638 | +8,610+3.6% | $2,546 萬$2,425 萬 | +$88.7 萬 | 0.6%0.6% | −0.01 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 460,701405,076 | +55,625+13.7% | $2,413 萬$1,953 萬 | +$291.4 萬 | 0.6%0.5% | +0.08 |
| IAUiShares Gold Trust | 加碼歷史 | 328,559259,911 | +68,648+26.4% | $2,391 萬$1,621 萬 | +$499.6 萬 | 0.6%0.4% | +0.16 |
| BlackRock ETF Trust09290C780 | 加碼– | 695,187344,995 | +350,192+101.5% | $2,375 萬$995.3 萬 | +$1,196 萬 | 0.6%0.3% | +0.32 |
| BlackRock ETF Trust09290C806 | 加碼– | 567,118540,740 | +26,378+4.9% | $2,147 萬$1,924 萬 | +$99.9 萬 | 0.5%0.5% | +0.02 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 401,920376,252 | +25,668+6.8% | $2,140 萬$1,988 萬 | +$136.7 萬 | 0.5%0.5% | 0.00 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 96,47695,162 | +1,314+1.4% | $2,082 萬$1,948 萬 | +$28.4 萬 | 0.5%0.5% | 0.00 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 100,97899,271 | +1,707+1.7% | $1,842 萬$1,353 萬 | +$31.1 萬 | 0.4%0.4% | +0.10 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 36,62254,342 | −17,720−32.6% | $1,841 萬$2,640 萬 | −$890.9 萬 | 0.4%0.7% | −0.24 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 53,30763,330 | −10,023−15.8% | $1,749 萬$1,925 萬 | −$328.9 萬 | 0.4%0.5% | −0.08 |
| Vanguard Real Estate ETF922908553 | 加碼– | 190,370188,467 | +1,903+1.0% | $1,740 萬$1,678 萬 | +$17.4 萬 | 0.4%0.4% | −0.01 |
| Vanguard Intermediate-Term Bond ETF921937819 | 減碼– | 218,111224,940 | −6,829−3.0% | $1,703 萬$1,740 萬 | −$53.3 萬 | 0.4%0.5% | −0.04 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 358,241355,342 | +2,899+0.8% | $1,682 萬$1,647 萬 | +$13.6 萬 | 0.4%0.4% | −0.02 |
| NFLXNetflix Inc | 加碼歷史 | 13,18010,996 | +2,184+19.9% | $1,580 萬$1,473 萬 | +$261.8 萬 | 0.4%0.4% | 0.00 |
| Zacks Trust98888G105 | 加碼– | 468,449455,124 | +13,325+2.9% | $1,575 萬$1,452 萬 | +$44.8 萬 | 0.4%0.4% | 0.00 |
| MOAltria Group, Inc. | 加碼歷史 | 226,184211,407 | +14,777+7.0% | $1,494 萬$1,239 萬 | +$97.6 萬 | 0.4%0.3% | +0.04 |
| Northern LTS FD Tr IV66538H633 | 減碼– | 615,018619,922 | −4,904−0.8% | $1,485 萬$1,488 萬 | −$11.8 萬 | 0.4%0.4% | −0.03 |
| Zacks Trust98888G204 | 加碼– | 392,680372,755 | +19,925+5.3% | $1,467 萬$1,263 萬 | +$74.4 萬 | 0.4%0.3% | +0.03 |
| Invesco Exch Traded FD Tr II46138E339 | 減碼– | 120,346124,805 | −4,459−3.6% | $1,457 萬$1,404 萬 | −$54.0 萬 | 0.4%0.4% | −0.01 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 加碼– | 148,101136,903 | +11,198+8.2% | $1,409 萬$1,285 萬 | +$106.5 萬 | 0.3%0.3% | +0.01 |
| Vanguard World FD921910873 | 減碼– | 55,49766,438 | −10,941−16.5% | $1,355 萬$1,494 萬 | −$267.1 萬 | 0.3%0.4% | −0.06 |
| GLDSPDR Gold Trust | 加碼歷史 | 37,62136,656 | +965+2.6% | $1,337 萬$1,117 萬 | +$34.3 萬 | 0.3%0.3% | +0.03 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 342,125235,633 | +106,492+45.2% | $1,320 萬$844.5 萬 | +$410.7 萬 | 0.3%0.2% | +0.10 |
| J P Morgan Exchange Traded F46654Q724 | 減碼– | 202,679226,122 | −23,443−10.4% | $1,317 萬$1,415 萬 | −$152.4 萬 | 0.3%0.4% | −0.05 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 加碼– | 125,52753,090 | +72,437+136.4% | $1,312 萬$506.1 萬 | +$757.0 萬 | 0.3%0.1% | +0.19 |
| Vanguard BD Index FDS921937793 | 加碼– | 184,356178,643 | +5,713+3.2% | $1,306 萬$1,242 萬 | +$40.5 萬 | 0.3%0.3% | −0.01 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 226,257215,174 | +11,083+5.2% | $1,292 萬$1,223 萬 | +$63.3 萬 | 0.3%0.3% | −0.01 |
| PIMCO ETF Tr72201R585 | 減碼– | 462,200573,215 | −111,015−19.4% | $1,241 萬$1,521 萬 | −$298.0 萬 | 0.3%0.4% | −0.10 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 820,049740,653 | +79,396+10.7% | $1,228 萬$1,103 萬 | +$118.9 萬 | 0.3%0.3% | +0.01 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 99,781102,788 | −3,007−2.9% | $1,204 萬$1,150 萬 | −$36.3 萬 | 0.3%0.3% | −0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 85,171116,818 | −31,647−27.1% | $1,200 萬$1,557 萬 | −$446.1 萬 | 0.3%0.4% | −0.11 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 36,63631,574 | +5,062+16.0% | $1,196 萬$880.5 萬 | +$165.2 萬 | 0.3%0.2% | +0.06 |
| VZVerizon Communications Inc | 加碼歷史 | 262,953246,177 | +16,776+6.8% | $1,156 萬$1,065 萬 | +$73.7 萬 | 0.3%0.3% | 0.00 |
| ETF Ser Solutions26922B105 | 減碼– | 290,178309,432 | −19,254−6.2% | $1,154 萬$1,152 萬 | −$76.6 萬 | 0.3%0.3% | −0.02 |
| Global X FDS37960A529 | 新進– | 163,8440 | +163,844 | $1,151 萬$0 | +$1,151 萬 | 0.3%0.0% | +0.28 |
| LLYEli Lilly & Co | 加碼歷史 | 14,63113,819 | +812+5.9% | $1,116 萬$1,077 萬 | +$62.0 萬 | 0.3%0.3% | −0.01 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 139,909134,997 | +4,912+3.6% | $1,096 萬$981.3 萬 | +$38.5 萬 | 0.3%0.3% | +0.01 |
| PIMCO ETF Tr72201R783 | 加碼– | 112,07339,334 | +72,739+184.9% | $1,072 萬$373.7 萬 | +$696.0 萬 | 0.3%0.1% | +0.16 |
| ABBVAbbVie Inc. | 加碼歷史 | 46,00544,453 | +1,552+3.5% | $1,065 萬$825.1 萬 | +$35.9 萬 | 0.3%0.2% | +0.04 |
| iShares Tr464288281 | 加碼– | 110,646101,799 | +8,847+8.7% | $1,053 萬$942.9 萬 | +$84.2 萬 | 0.3%0.2% | +0.01 |
| GEGeneral Electric Co | 減碼歷史 | 34,96736,826 | −1,859−5.0% | $1,052 萬$947.9 萬 | −$55.9 萬 | 0.3%0.2% | +0.01 |
| iShares Tr464287150 | 減碼– | 71,11772,708 | −1,591−2.2% | $1,036 萬$981.9 萬 | −$23.2 萬 | 0.3%0.3% | 0.00 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 32,76131,967 | +794+2.5% | $1,033 萬$926.8 萬 | +$25.0 萬 | 0.3%0.2% | +0.01 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 50,50255,920 | −5,418−9.7% | $958.0 萬$1,016 萬 | −$102.8 萬 | 0.2%0.3% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 23,28624,018 | −732−3.0% | $943.5 萬$880.6 萬 | −$29.7 萬 | 0.2%0.2% | 0.00 |
| iShares Tr46436E866 | 減碼– | 402,532430,547 | −28,015−6.5% | $940.5 萬$1,006 萬 | −$65.5 萬 | 0.2%0.3% | −0.03 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 158,965149,368 | +9,597+6.4% | $935.5 萬$878.0 萬 | +$56.5 萬 | 0.2%0.2% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 60,56365,815 | −5,252−8.0% | $930.5 萬$1,049 萬 | −$80.7 萬 | 0.2%0.3% | −0.05 |
| iShares Tr46429B747 | 加碼– | 89,89881,170 | +8,728+10.8% | $929.2 萬$835.3 萬 | +$90.2 萬 | 0.2%0.2% | +0.01 |
| iShares Tr46429B655 | 減碼– | 181,250184,507 | −3,257−1.8% | $925.9 萬$941.4 萬 | −$16.6 萬 | 0.2%0.2% | −0.02 |
| IBMInternational Business Machines Corp | 加碼歷史 | 31,76327,231 | +4,532+16.6% | $896.2 萬$802.7 萬 | +$127.9 萬 | 0.2%0.2% | +0.01 |
| WMTWalmart Inc. | 減碼歷史 | 86,53990,969 | −4,430−4.9% | $891.9 萬$889.5 萬 | −$45.7 萬 | 0.2%0.2% | −0.02 |
| Zacks Trust98888G808 | 加碼– | 296,103163,335 | +132,768+81.3% | $868.6 萬$432.6 萬 | +$389.5 萬 | 0.2%0.1% | +0.10 |
| Unified Ser Tr90470L444 | 減碼– | 213,988214,029 | −410.0% | $860.7 萬$817.4 萬 | −$1,649.02 | 0.2%0.2% | 0.00 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 307,782277,959 | +29,823+10.7% | $850.7 萬$738.3 萬 | +$82.4 萬 | 0.2%0.2% | +0.01 |
| GOOGAlphabet Inc. | 減碼歷史 | 34,52935,272 | −743−2.1% | $841.0 萬$625.7 萬 | −$18.1 萬 | 0.2%0.2% | +0.04 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 81,85074,865 | +6,985+9.3% | $764.2 萬$669.2 萬 | +$65.2 萬 | 0.2%0.2% | +0.01 |
| SPDR Series Trust78468R101 | 減碼– | 257,009330,118 | −73,109−22.1% | $753.6 萬$966.9 萬 | −$214.4 萬 | 0.2%0.3% | −0.07 |
| VVisa Inc. | 減碼歷史 | 21,72024,539 | −2,819−11.5% | $741.5 萬$871.3 萬 | −$96.2 萬 | 0.2%0.2% | −0.05 |
| Janus Detroit STR Tr47103U845 | 加碼– | 145,668128,649 | +17,019+13.2% | $739.7 萬$652.9 萬 | +$86.4 萬 | 0.2%0.2% | +0.01 |
| First Tr Exchng Traded FD VI33740U729 | 加碼– | 285,33334,657 | +250,676+723.3% | $739.0 萬$86.4 萬 | +$649.3 萬 | 0.2%<0.1% | +0.16 |
| Strategy Shs86280R811 | 加碼– | 273,967273,505 | +462+0.2% | $732.7 萬$694.8 萬 | +$1.24 萬 | 0.2%0.2% | 0.00 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 72,85461,393 | +11,461+18.7% | $730.4 萬$609.0 萬 | +$114.9 萬 | 0.2%0.2% | +0.02 |
| PEPPepsiCo Inc | 加碼歷史 | 51,97747,932 | +4,045+8.4% | $730.0 萬$632.9 萬 | +$56.8 萬 | 0.2%0.2% | +0.01 |
| ORCLOracle Corp | 加碼歷史 | 25,64922,211 | +3,438+15.5% | $721.4 萬$485.6 萬 | +$96.7 萬 | 0.2%0.1% | +0.05 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 25,20417,384 | +7,820+45.0% | $710.4 萬$440.2 萬 | +$220.4 萬 | 0.2%0.1% | +0.06 |
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。