Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2025 年第 4 季到 2026 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
- 115 檔
- 估計 +$1.48 億
- 加碼
- 559 檔
- 估計 +$4.40 億
- 減碼
- 453 檔
- 估計 −$2.71 億
- 清倉
- 114 檔
- 估計 −$5,141 萬
總值從 $41.2 億變成 $43.1 億（+$1.82 億 (+4.4%)），持股從 1,170 檔變成 1,171 檔（+1）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 405,327352,895 | +52,432+14.9% | $1.03 億$9,594 萬 | +$1,331 萬 | 2.4%2.3% | +0.06 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,577,0081,576,808 | +2000.0% | $1.01 億$9,850 萬 | +$1.28 萬 | 2.3%2.4% | −0.04 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 502,637498,199 | +4,438+0.9% | $9,862 萬$9,515 萬 | +$87.1 萬 | 2.3%2.3% | −0.02 |
| NVDANVIDIA Corp | 加碼歷史 | 491,489474,970 | +16,519+3.5% | $8,572 萬$8,858 萬 | +$288.1 萬 | 2.0%2.1% | −0.16 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 190,354191,065 | −711−0.4% | $8,314 萬$9,321 萬 | −$31.1 萬 | 1.9%2.3% | −0.33 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 835,724772,020 | +63,704+8.3% | $7,712 萬$7,186 萬 | +$587.9 萬 | 1.8%1.7% | +0.05 |
| Advisorshares Tr00768Y768 | 加碼– | 1,494,4351,400,039 | +94,396+6.7% | $7,213 萬$6,875 萬 | +$455.6 萬 | 1.7%1.7% | +0.01 |
| AMZNAmazon Com Inc | 加碼歷史 | 343,877334,483 | +9,394+2.8% | $7,162 萬$7,721 萬 | +$195.6 萬 | 1.7%1.9% | −0.21 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 119,934135,561 | −15,627−11.5% | $6,922 萬$8,328 萬 | −$902.0 萬 | 1.6%2.0% | −0.41 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 101,22885,488 | +15,740+18.4% | $6,583 萬$5,830 萬 | +$1,024 萬 | 1.5%1.4% | +0.12 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 298,049308,993 | −10,944−3.5% | $6,293 萬$6,553 萬 | −$231.1 萬 | 1.5%1.6% | −0.13 |
| BlackRock ETF Trust09290C103 | 減碼– | 1,020,2351,125,153 | −104,918−9.3% | $5,936 萬$6,842 萬 | −$610.4 萬 | 1.4%1.7% | −0.28 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 508,502469,836 | +38,666+8.2% | $5,752 萬$5,791 萬 | +$437.4 萬 | 1.3%1.4% | −0.07 |
| MSFTMicrosoft Corp | 加碼歷史 | 150,006137,960 | +12,046+8.7% | $5,553 萬$6,672 萬 | +$445.9 萬 | 1.3%1.6% | −0.33 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 1,145,9671,071,991 | +73,976+6.9% | $5,506 萬$5,180 萬 | +$355.5 萬 | 1.3%1.3% | +0.02 |
| BlackRock ETF Trust09290C764 | 新進– | 1,708,5470 | +1,708,547 | $5,493 萬$0 | +$5,493 萬 | 1.3%0.0% | +1.28 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 82,81681,593 | +1,223+1.5% | $4,949 萬$5,117 萬 | +$73.1 萬 | 1.1%1.2% | −0.09 |
| iShares Tr46434V613 | 加碼– | 1,025,809974,173 | +51,636+5.3% | $4,738 萬$4,534 萬 | +$238.5 萬 | 1.1%1.1% | 0.00 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 68,64065,000 | +3,640+5.6% | $4,484 萬$4,452 萬 | +$237.8 萬 | 1.0%1.1% | −0.04 |
| Northern LTS FD Tr IV66538H591 | 加碼– | 727,157689,763 | +37,394+5.4% | $4,391 萬$4,451 萬 | +$225.8 萬 | 1.0%1.1% | −0.06 |
| GOOGLAlphabet Inc. | 加碼歷史 | 141,622136,396 | +5,226+3.8% | $4,072 萬$4,269 萬 | +$150.3 萬 | 0.9%1.0% | −0.09 |
| Strategy Shs86280R787 | 加碼– | 1,417,29637,032 | +1,380,264+3,727.2% | $3,710 萬$99.7 萬 | +$3,614 萬 | 0.9%<0.1% | +0.84 |
| AVGOBroadcom Inc. | 加碼歷史 | 114,797110,719 | +4,078+3.7% | $3,553 萬$3,832 萬 | +$126.2 萬 | 0.8%0.9% | −0.10 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 421,109424,649 | −3,540−0.8% | $3,302 萬$3,347 萬 | −$27.8 萬 | 0.8%0.8% | −0.04 |
| Simplify Exchange Traded Fun82889N525 | 加碼– | 649,295609,058 | +40,237+6.6% | $3,211 萬$3,070 萬 | +$199.0 萬 | 0.7%0.7% | 0.00 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 1,389,814202,029 | +1,187,785+587.9% | $3,184 萬$465.2 萬 | +$2,721 萬 | 0.7%0.1% | +0.63 |
| iShares MSCI USA Quality Factor ETF46432F339 | 加碼– | 163,942158,521 | +5,421+3.4% | $3,145 萬$3,149 萬 | +$104.0 萬 | 0.7%0.8% | −0.03 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 561,579559,789 | +1,790+0.3% | $3,035 萬$3,009 萬 | +$9.67 萬 | 0.7%0.7% | −0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 115,857116,804 | −947−0.8% | $3,035 萬$3,013 萬 | −$24.8 萬 | 0.7%0.7% | −0.03 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 874,769841,382 | +33,387+4.0% | $2,954 萬$2,883 萬 | +$112.7 萬 | 0.7%0.7% | −0.01 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 554,831510,565 | +44,266+8.7% | $2,864 萬$2,714 萬 | +$228.5 萬 | 0.7%0.7% | +0.01 |
| American Centy ETF Tr025072604 | 減碼– | 351,811614,517 | −262,706−42.7% | $2,835 萬$4,733 萬 | −$2,117 萬 | 0.7%1.1% | −0.49 |
| BlackRock ETF Trust09290C780 | 加碼– | 809,890752,544 | +57,346+7.6% | $2,669 萬$2,506 萬 | +$189.0 萬 | 0.6%0.6% | +0.01 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 335,348140,715 | +194,633+138.3% | $2,567 萬$1,129 萬 | +$1,490 萬 | 0.6%0.3% | +0.32 |
| METAMeta Platforms, Inc. | 減碼歷史 | 44,22644,681 | −455−1.0% | $2,530 萬$2,949 萬 | −$26.0 萬 | 0.6%0.7% | −0.13 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 加碼– | 380,606169,788 | +210,818+124.2% | $2,332 萬$759.1 萬 | +$1,291 萬 | 0.5%0.2% | +0.36 |
| BlackRock ETF Trust09290C806 | 加碼– | 641,918586,877 | +55,041+9.4% | $2,325 萬$2,263 萬 | +$199.4 萬 | 0.5%0.5% | −0.01 |
| TSLATesla, Inc. | 減碼歷史 | 61,76561,932 | −167−0.3% | $2,296 萬$2,785 萬 | −$6.21 萬 | 0.5%0.7% | −0.14 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 97,74297,097 | +645+0.7% | $2,102 萬$2,134 萬 | +$13.9 萬 | 0.5%0.5% | −0.03 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 185,380170,165 | +15,215+8.9% | $2,078 萬$2,030 萬 | +$170.6 萬 | 0.5%0.5% | −0.01 |
| Global X FDS37960A529 | 加碼– | 292,228194,061 | +98,167+50.6% | $2,070 萬$1,257 萬 | +$695.4 萬 | 0.5%0.3% | +0.18 |
| PIMCO ETF Tr72201R585 | 加碼– | 773,540559,013 | +214,527+38.4% | $2,027 萬$1,491 萬 | +$562.1 萬 | 0.5%0.4% | +0.11 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 427,520381,034 | +46,486+12.2% | $2,007 萬$1,794 萬 | +$218.3 萬 | 0.5%0.4% | +0.03 |
| iShares Tr464288653 | 加碼– | 198,794195,895 | +2,899+1.5% | $2,002 萬$1,992 萬 | +$29.2 萬 | 0.5%0.5% | −0.02 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 61,14358,381 | +2,762+4.7% | $1,962 萬$1,957 萬 | +$88.6 萬 | 0.5%0.5% | −0.02 |
| iShares Flexible Income Active ETF092528603 | 減碼– | 372,944407,624 | −34,680−8.5% | $1,937 萬$2,151 萬 | −$180.1 萬 | 0.4%0.5% | −0.07 |
| Vanguard Instl Index FD922040845 | 加碼– | 254,057154,762 | +99,295+64.2% | $1,922 萬$1,167 萬 | +$751.2 萬 | 0.4%0.3% | +0.16 |
| Vanguard Real Estate ETF922908553 | 加碼– | 210,031208,267 | +1,764+0.8% | $1,863 萬$1,843 萬 | +$15.6 萬 | 0.4%0.4% | −0.01 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 239,367231,252 | +8,115+3.5% | $1,847 萬$1,801 萬 | +$62.6 萬 | 0.4%0.4% | −0.01 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 38,27537,010 | +1,265+3.4% | $1,834 萬$1,860 萬 | +$60.6 萬 | 0.4%0.5% | −0.03 |
| BlackRock ETF Trust09290C855 | 新進– | 419,7500 | +419,750 | $1,723 萬$0 | +$1,723 萬 | 0.4%0.0% | +0.40 |
| Zacks Trust98888G105 | 加碼– | 484,729476,681 | +8,048+1.7% | $1,640 萬$1,657 萬 | +$27.2 萬 | 0.4%0.4% | −0.02 |
| LLYEli Lilly & Co | 加碼歷史 | 17,32014,288 | +3,032+21.2% | $1,593 萬$1,535 萬 | +$278.9 萬 | 0.4%0.4% | 0.00 |
| PIMCO ETF Tr72201R783 | 加碼– | 167,248137,429 | +29,819+21.7% | $1,560 萬$1,303 萬 | +$278.1 萬 | 0.4%0.3% | +0.05 |
| iShares Tr46434V878 | 加碼– | 303,364218,088 | +85,276+39.1% | $1,536 萬$1,103 萬 | +$431.7 萬 | 0.4%0.3% | +0.09 |
| iShares Tr464288877 | 減碼– | 206,293431,644 | −225,351−52.2% | $1,534 萬$3,082 萬 | −$1,675 萬 | 0.4%0.7% | −0.39 |
| Zacks Trust98888G204 | 加碼– | 411,647405,595 | +6,052+1.5% | $1,526 萬$1,500 萬 | +$22.4 萬 | 0.4%0.4% | −0.01 |
| Vanguard BD Index FDS921937793 | 加碼– | 202,610197,204 | +5,406+2.7% | $1,394 萬$1,371 萬 | +$37.2 萬 | 0.3%0.3% | −0.01 |
| Northern LTS FD Tr IV66538H633 | 加碼– | 575,86637,512 | +538,354+1,435.2% | $1,374 萬$90.8 萬 | +$1,284 萬 | 0.3%<0.1% | +0.30 |
| GOOGAlphabet Inc. | 加碼歷史 | 47,83232,679 | +15,153+46.4% | $1,372 萬$1,025 萬 | +$434.7 萬 | 0.3%0.2% | +0.07 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 加碼– | 348,696345,912 | +2,784+0.8% | $1,355 萬$1,369 萬 | +$10.8 萬 | 0.3%0.3% | −0.02 |
| IAUiShares Gold Trust | 減碼歷史 | 151,302303,238 | −151,936−50.1% | $1,334 萬$2,461 萬 | −$1,339 萬 | 0.3%0.6% | −0.29 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 225,098215,423 | +9,675+4.5% | $1,276 萬$1,233 萬 | +$54.8 萬 | 0.3%0.3% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 85,72593,945 | −8,220−8.7% | $1,270 萬$1,348 萬 | −$121.7 萬 | 0.3%0.3% | −0.03 |
| J P Morgan Exchange Traded F46641Q399 | 加碼– | 107,105103,113 | +3,992+3.9% | $1,255 萬$1,271 萬 | +$46.8 萬 | 0.3%0.3% | −0.02 |
| WMTWalmart Inc. | 加碼歷史 | 98,97491,844 | +7,130+7.8% | $1,230 萬$1,023 萬 | +$88.6 萬 | 0.3%0.2% | +0.04 |
| NFLXNetflix Inc | 加碼歷史 | 123,135118,883 | +4,252+3.6% | $1,184 萬$1,115 萬 | +$40.9 萬 | 0.3%0.3% | 0.00 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 61,52337,718 | +23,805+63.1% | $1,181 萬$722.5 萬 | +$456.9 萬 | 0.3%0.2% | +0.10 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 127,008143,176 | −16,168−11.3% | $1,178 萬$1,348 萬 | −$149.9 萬 | 0.3%0.3% | −0.05 |
| GLDSPDR Gold Trust | 減碼歷史 | 27,35233,013 | −5,661−17.1% | $1,177 萬$1,308 萬 | −$243.6 萬 | 0.3%0.3% | −0.04 |
| J P Morgan Exchange Traded F46654Q724 | 減碼– | 182,626201,311 | −18,685−9.3% | $1,167 萬$1,337 萬 | −$119.4 萬 | 0.3%0.3% | −0.05 |
| iShares Tr464287150 | 加碼– | 81,57875,706 | +5,872+7.8% | $1,162 萬$1,126 萬 | +$83.6 萬 | 0.3%0.3% | 0.00 |
| MOAltria Group, Inc. | 減碼歷史 | 174,791249,161 | −74,370−29.8% | $1,153 萬$1,437 萬 | −$490.8 萬 | 0.3%0.3% | −0.08 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 加碼– | 119,94584,225 | +35,720+42.4% | $1,099 萬$769.6 萬 | +$327.3 萬 | 0.3%0.2% | +0.07 |
| iShares Tr46436E858 | 加碼– | 476,200448,425 | +27,775+6.2% | $1,091 萬$1,026 萬 | +$63.6 萬 | 0.3%0.2% | 0.00 |
| Global X FDS37960A438 | 加碼– | 108,37116,282 | +92,089+565.6% | $1,088 萬$163.0 萬 | +$924.2 萬 | 0.3%<0.1% | +0.21 |
| First Tr Exchng Traded FD VI33740U729 | 加碼– | 408,952331,009 | +77,943+23.5% | $1,074 萬$878.2 萬 | +$204.8 萬 | 0.2%0.2% | +0.04 |
| Vanguard World FD921910873 | 加碼– | 45,42243,553 | +1,869+4.3% | $1,074 萬$1,094 萬 | +$44.2 萬 | 0.2%0.3% | −0.02 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 946,815899,165 | +47,650+5.3% | $1,043 萬$1,158 萬 | +$52.5 萬 | 0.2%0.3% | −0.04 |
| GLDMWorld Gold Trust | 加碼歷史 | 109,897106,292 | +3,605+3.4% | $1,019 萬$907.4 萬 | +$33.4 萬 | 0.2%0.2% | +0.02 |
| Unified Ser Tr90470L444 | 加碼– | 235,5495,964 | +229,585+3,849.5% | $1,014 萬$24.7 萬 | +$988.5 萬 | 0.2%<0.1% | +0.23 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 169,527166,153 | +3,374+2.0% | $992.4 萬$975.8 萬 | +$19.8 萬 | 0.2%0.2% | −0.01 |
| ABBVAbbVie Inc. | 減碼歷史 | 44,88145,844 | −963−2.1% | $976.1 萬$1,047 萬 | −$20.9 萬 | 0.2%0.3% | −0.03 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 55,69758,225 | −2,528−4.3% | $945.0 萬$700.7 萬 | −$42.9 萬 | 0.2%0.2% | +0.05 |
| Vanguard Malvern FDS922020748 | 加碼– | 121,75498,838 | +22,916+23.2% | $942.1 萬$769.9 萬 | +$177.3 萬 | 0.2%0.2% | +0.03 |
| LYBLyondellBasell Industries N.V. | 加碼歷史 | 116,62260,713 | +55,909+92.1% | $939.5 萬$262.9 萬 | +$450.4 萬 | 0.2%0.1% | +0.15 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 31,19532,365 | −1,170−3.6% | $917.6 萬$1,043 萬 | −$34.4 萬 | 0.2%0.3% | −0.04 |
| PGProcter & Gamble Co | 加碼歷史 | 62,08059,110 | +2,970+5.0% | $896.7 萬$847.1 萬 | +$42.9 萬 | 0.2%0.2% | 0.00 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | 減碼– | 90,303120,034 | −29,731−24.8% | $884.2 萬$1,281 萬 | −$291.1 萬 | 0.2%0.3% | −0.11 |
| RTXRTX Corp | 加碼歷史 | 45,82626,349 | +19,477+73.9% | $884.0 萬$483.3 萬 | +$375.7 萬 | 0.2%0.1% | +0.09 |
| VZVerizon Communications Inc | 減碼歷史 | 173,507257,915 | −84,408−32.7% | $871.0 萬$1,050 萬 | −$423.7 萬 | 0.2%0.3% | −0.05 |
| MSMorgan Stanley | 加碼歷史 | 52,74334,491 | +18,252+52.9% | $868.0 萬$612.3 萬 | +$300.4 萬 | 0.2%0.1% | +0.05 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | 加碼– | 189,376170,722 | +18,654+10.9% | $864.5 萬$758.2 萬 | +$85.2 萬 | 0.2%0.2% | +0.02 |
| Janus Detroit STR Tr47103U845 | 加碼– | 170,330168,094 | +2,236+1.3% | $857.9 萬$850.2 萬 | +$11.3 萬 | 0.2%0.2% | −0.01 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 58,33970,406 | −12,067−17.1% | $853.4 萬$1,251 萬 | −$176.5 萬 | 0.2%0.3% | −0.11 |
| First Tr Exchng Traded FD VI33740U703 | 減碼– | 303,348322,935 | −19,587−6.1% | $849.4 萬$912.0 萬 | −$54.8 萬 | 0.2%0.2% | −0.02 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 87,43992,908 | −5,469−5.9% | $849.3 萬$892.2 萬 | −$53.1 萬 | 0.2%0.2% | −0.02 |
| J P Morgan Exchange Traded F46654Q716 | 加碼– | 157,76591,184 | +66,581+73.0% | $848.3 萬$493.0 萬 | +$358.0 萬 | 0.2%0.1% | +0.08 |
| Ssga Active Tr78470P408 | 加碼– | 146,750112,986 | +33,764+29.9% | $847.3 萬$704.0 萬 | +$195.0 萬 | 0.2%0.2% | +0.03 |
| ETF Ser Solutions26922B105 | 減碼– | 220,538234,611 | −14,073−6.0% | $844.7 萬$936.6 萬 | −$53.9 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。