Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2025 年第 3 季到 2025 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
- 133 檔
- 估計 +$7,675 萬
- 加碼
- 593 檔
- 估計 +$3.01 億
- 減碼
- 416 檔
- 估計 −$3.29 億
- 清倉
- 108 檔
- 估計 −$7,206 萬
總值從 $41.0 億變成 $41.2 億（+$2,838 萬 (+0.7%)），持股從 1,145 檔變成 1,170 檔（+25）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,576,8081,522,959 | +53,849+3.5% | $9,850 萬$9,126 萬 | +$336.4 萬 | 2.4%2.2% | +0.16 |
| AAPLApple Inc. | 加碼歷史 | 352,895346,899 | +5,996+1.7% | $9,594 萬$8,833 萬 | +$163.0 萬 | 2.3%2.2% | +0.17 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 498,199470,223 | +27,976+5.9% | $9,515 萬$8,769 萬 | +$534.3 萬 | 2.3%2.1% | +0.17 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 191,065189,898 | +1,167+0.6% | $9,321 萬$9,108 萬 | +$56.9 萬 | 2.3%2.2% | +0.04 |
| NVDANVIDIA Corp | 加碼歷史 | 474,970462,190 | +12,780+2.8% | $8,858 萬$8,624 萬 | +$238.3 萬 | 2.1%2.1% | +0.04 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 135,561110,146 | +25,415+23.1% | $8,328 萬$6,613 萬 | +$1,561 萬 | 2.0%1.6% | +0.40 |
| AMZNAmazon Com Inc | 加碼歷史 | 334,483332,657 | +1,826+0.5% | $7,721 萬$7,304 萬 | +$42.1 萬 | 1.9%1.8% | +0.09 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 772,020705,324 | +66,696+9.5% | $7,186 萬$6,584 萬 | +$620.8 萬 | 1.7%1.6% | +0.13 |
| Advisorshares Tr00768Y768 | 加碼– | 1,400,0391,385,732 | +14,307+1.0% | $6,875 萬$6,743 萬 | +$70.3 萬 | 1.7%1.6% | +0.02 |
| BlackRock ETF Trust09290C103 | 加碼– | 1,125,1531,012,240 | +112,913+11.2% | $6,842 萬$5,992 萬 | +$686.6 萬 | 1.7%1.5% | +0.20 |
| MSFTMicrosoft Corp | 加碼歷史 | 137,960134,853 | +3,107+2.3% | $6,672 萬$6,985 萬 | +$150.3 萬 | 1.6%1.7% | −0.09 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 308,993211,410 | +97,583+46.2% | $6,553 萬$4,366 萬 | +$2,069 萬 | 1.6%1.1% | +0.52 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 85,48882,851 | +2,637+3.2% | $5,830 萬$5,519 萬 | +$179.8 萬 | 1.4%1.3% | +0.07 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 469,836463,167 | +6,669+1.4% | $5,791 萬$5,591 萬 | +$82.2 萬 | 1.4%1.4% | +0.04 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 1,071,9911,017,488 | +54,503+5.4% | $5,180 萬$5,032 萬 | +$263.4 萬 | 1.3%1.2% | +0.03 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 81,59359,618 | +21,975+36.9% | $5,117 萬$3,651 萬 | +$1,378 萬 | 1.2%0.9% | +0.35 |
| American Centy ETF Tr025072604 | 加碼– | 614,517464,357 | +150,160+32.3% | $4,733 萬$3,488 萬 | +$1,157 萬 | 1.1%0.9% | +0.30 |
| iShares Tr46434V613 | 加碼– | 974,173971,984 | +2,189+0.2% | $4,534 萬$4,540 萬 | +$10.2 萬 | 1.1%1.1% | −0.01 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 65,00064,641 | +359+0.6% | $4,452 萬$4,326 萬 | +$24.6 萬 | 1.1%1.1% | +0.02 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 689,763661,552 | +28,211+4.3% | $4,451 萬$4,169 萬 | +$182.0 萬 | 1.1%1.0% | +0.06 |
| GOOGLAlphabet Inc. | 加碼歷史 | 136,396134,087 | +2,309+1.7% | $4,269 萬$3,260 萬 | +$72.3 萬 | 1.0%0.8% | +0.24 |
| iShares S&P 100 ETF464287101 | 加碼– | 115,966110,239 | +5,727+5.2% | $3,977 萬$3,669 萬 | +$196.4 萬 | 1.0%0.9% | +0.07 |
| AVGOBroadcom Inc. | 減碼歷史 | 110,719112,542 | −1,823−1.6% | $3,832 萬$3,713 萬 | −$63.1 萬 | 0.9%0.9% | +0.02 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 424,649401,206 | +23,443+5.8% | $3,347 萬$3,166 萬 | +$184.8 萬 | 0.8%0.8% | +0.04 |
| iShares MSCI USA Quality Factor ETF46432F339 | 減碼– | 158,521267,839 | −109,318−40.8% | $3,149 萬$5,209 萬 | −$2,171 萬 | 0.8%1.3% | −0.51 |
| iShares Tr464288877 | 減碼– | 431,644510,962 | −79,318−15.5% | $3,082 萬$3,466 萬 | −$566.4 萬 | 0.7%0.8% | −0.10 |
| Simplify Exchange Traded Fun82889N525 | 減碼– | 609,058613,270 | −4,212−0.7% | $3,070 萬$3,088 萬 | −$21.2 萬 | 0.7%0.8% | −0.01 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 116,804104,314 | +12,490+12.0% | $3,013 萬$2,652 萬 | +$322.2 萬 | 0.7%0.6% | +0.08 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 559,789522,558 | +37,231+7.1% | $3,009 萬$2,831 萬 | +$200.2 萬 | 0.7%0.7% | +0.04 |
| METAMeta Platforms, Inc. | 加碼歷史 | 44,68141,927 | +2,754+6.6% | $2,949 萬$3,079 萬 | +$181.8 萬 | 0.7%0.8% | −0.04 |
| First Tr Exchng Traded FD VI33740F755 | 減碼– | 841,382856,131 | −14,749−1.7% | $2,883 萬$2,861 萬 | −$50.5 萬 | 0.7%0.7% | 0.00 |
| TSLATesla, Inc. | 加碼歷史 | 61,93259,453 | +2,479+4.2% | $2,785 萬$2,644 萬 | +$111.5 萬 | 0.7%0.6% | +0.03 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 510,565460,701 | +49,864+10.8% | $2,714 萬$2,413 萬 | +$265.0 萬 | 0.7%0.6% | +0.07 |
| BlackRock ETF Trust09290C780 | 加碼– | 752,544695,187 | +57,357+8.3% | $2,506 萬$2,375 萬 | +$191.0 萬 | 0.6%0.6% | +0.03 |
| IAUiShares Gold Trust | 減碼歷史 | 303,238328,559 | −25,321−7.7% | $2,461 萬$2,391 萬 | −$205.5 萬 | 0.6%0.6% | +0.01 |
| BlackRock ETF Trust09290C806 | 加碼– | 586,877567,118 | +19,759+3.5% | $2,263 萬$2,147 萬 | +$76.2 萬 | 0.5%0.5% | +0.02 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 407,624401,920 | +5,704+1.4% | $2,151 萬$2,140 萬 | +$30.1 萬 | 0.5%0.5% | 0.00 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 97,09796,476 | +621+0.6% | $2,134 萬$2,082 萬 | +$13.6 萬 | 0.5%0.5% | +0.01 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 170,165120,346 | +49,819+41.4% | $2,030 萬$1,457 萬 | +$594.4 萬 | 0.5%0.4% | +0.14 |
| iShares Tr464288653 | 減碼– | 195,895247,248 | −51,353−20.8% | $1,992 萬$2,546 萬 | −$522.1 萬 | 0.5%0.6% | −0.14 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 58,38153,307 | +5,074+9.5% | $1,957 萬$1,749 萬 | +$170.1 萬 | 0.5%0.4% | +0.05 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 37,01036,622 | +388+1.1% | $1,860 萬$1,841 萬 | +$19.5 萬 | 0.5%0.4% | 0.00 |
| Vanguard Real Estate ETF922908553 | 加碼– | 208,267190,370 | +17,897+9.4% | $1,843 萬$1,740 萬 | +$158.4 萬 | 0.4%0.4% | +0.02 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 231,252218,111 | +13,141+6.0% | $1,801 萬$1,703 萬 | +$102.3 萬 | 0.4%0.4% | +0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 381,034358,241 | +22,793+6.4% | $1,794 萬$1,682 萬 | +$107.3 萬 | 0.4%0.4% | +0.02 |
| Zacks Trust98888G105 | 加碼– | 476,681468,449 | +8,232+1.8% | $1,657 萬$1,575 萬 | +$28.6 萬 | 0.4%0.4% | +0.02 |
| LLYEli Lilly & Co | 減碼歷史 | 14,28814,631 | −343−2.3% | $1,535 萬$1,116 萬 | −$36.9 萬 | 0.4%0.3% | +0.10 |
| Zacks Trust98888G204 | 加碼– | 405,595392,680 | +12,915+3.3% | $1,500 萬$1,467 萬 | +$47.8 萬 | 0.4%0.4% | +0.01 |
| PIMCO ETF Tr72201R585 | 加碼– | 559,013462,200 | +96,813+20.9% | $1,491 萬$1,241 萬 | +$258.3 萬 | 0.4%0.3% | +0.06 |
| MOAltria Group, Inc. | 加碼歷史 | 249,161226,184 | +22,977+10.2% | $1,437 萬$1,494 萬 | +$132.5 萬 | 0.3%0.4% | −0.02 |
| Vanguard BD Index FDS921937793 | 加碼– | 197,204184,356 | +12,848+7.0% | $1,371 萬$1,306 萬 | +$89.3 萬 | 0.3%0.3% | +0.01 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 345,912342,125 | +3,787+1.1% | $1,369 萬$1,320 萬 | +$15.0 萬 | 0.3%0.3% | +0.01 |
| VanEck Semiconductor ETF92189F676 | 加碼– | 37,97836,636 | +1,342+3.7% | $1,368 萬$1,196 萬 | +$48.3 萬 | 0.3%0.3% | +0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 93,94585,171 | +8,774+10.3% | $1,348 萬$1,200 萬 | +$125.9 萬 | 0.3%0.3% | +0.03 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 143,176148,101 | −4,925−3.3% | $1,348 萬$1,409 萬 | −$46.4 萬 | 0.3%0.3% | −0.02 |
| J P Morgan Exchange Traded F46654Q724 | 減碼– | 201,311202,679 | −1,368−0.7% | $1,337 萬$1,317 萬 | −$9.09 萬 | 0.3%0.3% | 0.00 |
| GLDSPDR Gold Trust | 減碼歷史 | 33,01337,621 | −4,608−12.2% | $1,308 萬$1,337 萬 | −$182.6 萬 | 0.3%0.3% | −0.01 |
| PIMCO ETF Tr72201R783 | 加碼– | 137,429112,073 | +25,356+22.6% | $1,303 萬$1,072 萬 | +$240.4 萬 | 0.3%0.3% | +0.05 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 減碼– | 120,034125,527 | −5,493−4.4% | $1,281 萬$1,312 萬 | −$58.6 萬 | 0.3%0.3% | −0.01 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 103,11399,781 | +3,332+3.3% | $1,271 萬$1,204 萬 | +$41.1 萬 | 0.3%0.3% | +0.01 |
| Global X FDS37960A529 | 加碼– | 194,061163,844 | +30,217+18.4% | $1,257 萬$1,151 萬 | +$195.8 萬 | 0.3%0.3% | +0.02 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 70,406100,978 | −30,572−30.3% | $1,251 萬$1,842 萬 | −$543.4 萬 | 0.3%0.4% | −0.15 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 215,423226,257 | −10,834−4.8% | $1,233 萬$1,292 萬 | −$62.0 萬 | 0.3%0.3% | −0.02 |
| Vanguard Instl Index FD922040845 | 加碼– | 154,76259,067 | +95,695+162.0% | $1,167 萬$446.6 萬 | +$721.8 萬 | 0.3%0.1% | +0.17 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 899,165820,049 | +79,116+9.6% | $1,158 萬$1,228 萬 | +$101.9 萬 | 0.3%0.3% | −0.02 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 140,715139,909 | +806+0.6% | $1,129 萬$1,096 萬 | +$6.47 萬 | 0.3%0.3% | +0.01 |
| iShares Tr464287150 | 加碼– | 75,70671,117 | +4,589+6.5% | $1,126 萬$1,036 萬 | +$68.2 萬 | 0.3%0.3% | +0.02 |
| NFLXNetflix Inc | 減碼依 10 比 1 拆股換算歷史 | 118,883131,800 | −12,917−9.8% | $1,115 萬$1,580 萬 | −$121.1 萬 | 0.3%0.4% | −0.12 |
| iShares Tr46434V878 | 加碼– | 218,088137,058 | +81,030+59.1% | $1,103 萬$695.6 萬 | +$409.8 萬 | 0.3%0.2% | +0.10 |
| Vanguard World FD921910873 | 減碼– | 43,55355,497 | −11,944−21.5% | $1,094 萬$1,355 萬 | −$300.0 萬 | 0.3%0.3% | −0.07 |
| iShares Tr464288281 | 加碼– | 112,167110,646 | +1,521+1.4% | $1,080 萬$1,053 萬 | +$14.6 萬 | 0.3%0.3% | 0.00 |
| VZVerizon Communications Inc | 減碼歷史 | 257,915262,953 | −5,038−1.9% | $1,050 萬$1,156 萬 | −$20.5 萬 | 0.3%0.3% | −0.03 |
| ABBVAbbVie Inc. | 減碼歷史 | 45,84446,005 | −161−0.3% | $1,047 萬$1,065 萬 | −$3.68 萬 | 0.3%0.3% | −0.01 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 32,36532,761 | −396−1.2% | $1,043 萬$1,033 萬 | −$12.8 萬 | 0.3%0.3% | 0.00 |
| iShares Tr46436E858 | 加碼– | 448,42552,230 | +396,195+758.6% | $1,026 萬$119.9 萬 | +$906.3 萬 | 0.2%<0.1% | +0.22 |
| GOOGAlphabet Inc. | 減碼歷史 | 32,67934,529 | −1,850−5.4% | $1,025 萬$841.0 萬 | −$58.1 萬 | 0.2%0.2% | +0.04 |
| WMTWalmart Inc. | 加碼歷史 | 91,84486,539 | +5,305+6.1% | $1,023 萬$891.9 萬 | +$59.1 萬 | 0.2%0.2% | +0.03 |
| IBMInternational Business Machines Corp | 加碼歷史 | 33,41931,763 | +1,656+5.2% | $989.9 萬$896.2 萬 | +$49.1 萬 | 0.2%0.2% | +0.02 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 166,153158,965 | +7,188+4.5% | $975.8 萬$935.5 萬 | +$42.2 萬 | 0.2%0.2% | +0.01 |
| ETF Ser Solutions26922B105 | 減碼– | 234,611290,178 | −55,567−19.1% | $936.6 萬$1,154 萬 | −$221.8 萬 | 0.2%0.3% | −0.05 |
| GEGeneral Electric Co | 減碼歷史 | 29,85334,967 | −5,114−14.6% | $919.6 萬$1,052 萬 | −$157.5 萬 | 0.2%0.3% | −0.03 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 322,935307,782 | +15,153+4.9% | $912.0 萬$850.7 萬 | +$42.8 萬 | 0.2%0.2% | +0.01 |
| iShares Tr46429B655 | 減碼– | 179,068181,250 | −2,182−1.2% | $910.7 萬$925.9 萬 | −$11.1 萬 | 0.2%0.2% | −0.01 |
| GLDMWorld Gold Trust | 加碼歷史 | 106,29291,498 | +14,794+16.2% | $907.4 萬$699.5 萬 | +$126.3 萬 | 0.2%0.2% | +0.05 |
| Zacks Trust98888G808 | 加碼– | 301,256296,103 | +5,153+1.7% | $897.7 萬$868.6 萬 | +$15.4 萬 | 0.2%0.2% | +0.01 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 92,90881,850 | +11,058+13.5% | $892.2 萬$764.2 萬 | +$106.2 萬 | 0.2%0.2% | +0.03 |
| First Tr Exchng Traded FD VI33740U729 | 加碼– | 331,009285,333 | +45,676+16.0% | $878.2 萬$739.0 萬 | +$121.2 萬 | 0.2%0.2% | +0.03 |
| Janus Detroit STR Tr47103U845 | 加碼– | 168,094145,668 | +22,426+15.4% | $850.2 萬$739.7 萬 | +$113.4 萬 | 0.2%0.2% | +0.03 |
| PGProcter & Gamble Co | 減碼歷史 | 59,11060,563 | −1,453−2.4% | $847.1 萬$930.5 萬 | −$20.8 萬 | 0.2%0.2% | −0.02 |
| HDHome Depot, Inc. | 減碼歷史 | 23,13023,286 | −156−0.7% | $795.9 萬$943.5 萬 | −$5.37 萬 | 0.2%0.2% | −0.04 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼依 2 比 1 拆股換算– | 54,65250,408 | +4,244+8.4% | $786.8 萬$710.4 萬 | +$61.1 萬 | 0.2%0.2% | +0.02 |
| VVisa Inc. | 加碼歷史 | 22,25021,720 | +530+2.4% | $780.3 萬$741.5 萬 | +$18.6 萬 | 0.2%0.2% | +0.01 |
| Vanguard Malvern FDS922020748 | 加碼– | 98,83887,934 | +10,904+12.4% | $769.9 萬$689.5 萬 | +$84.9 萬 | 0.2%0.2% | +0.02 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 84,22535,080 | +49,145+140.1% | $769.6 萬$321.9 萬 | +$449.1 萬 | 0.2%0.1% | +0.11 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼依 2 比 1 拆股換算– | 169,788101,454 | +68,334+67.4% | $759.1 萬$453.2 萬 | +$305.5 萬 | 0.2%0.1% | +0.07 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 加碼– | 170,722132,512 | +38,210+28.8% | $758.2 萬$567.0 萬 | +$169.7 萬 | 0.2%0.1% | +0.05 |
| PEPPepsiCo Inc | 加碼歷史 | 52,46151,977 | +484+0.9% | $752.9 萬$730.0 萬 | +$6.95 萬 | 0.2%0.2% | 0.00 |
| SLViShares Silver Trust | 減碼歷史 | 115,549123,330 | −7,781−6.3% | $744.4 萬$522.5 萬 | −$50.1 萬 | 0.2%0.1% | +0.05 |
| First Tr Exchange Traded FD33738R308 | 加碼– | 314,425286,895 | +27,530+9.6% | $742.7 萬$680.2 萬 | +$65.0 萬 | 0.2%0.2% | +0.01 |
| SPDR Series Trust78468R101 | 減碼– | 252,574257,009 | −4,435−1.7% | $739.5 萬$753.6 萬 | −$13.0 萬 | 0.2%0.2% | 0.00 |
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。