Change Path, LLC
- SEC CIK
- 0001739728
- 最新申報
- 2026/8/13
2026 年第 1 季到 2026 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
- 131 檔
- 估計 +$1.02 億
- 加碼
- 458 檔
- 估計 +$3.57 億
- 減碼
- 571 檔
- 估計 −$5.12 億
- 清倉
- 113 檔
- 估計 −$8,824 萬
總值從 $43.1 億變成 $46.3 億（+$3.27 億 (+7.6%)），持股從 1,171 檔變成 1,189 檔（+18）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 加碼歷史 | 421,620405,327 | +16,293+4.0% | $1.22 億$1.03 億 | +$471.5 萬 | 2.6%2.4% | +0.24 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,590,5231,577,008 | +13,515+0.9% | $1.13 億$1.01 億 | +$96.3 萬 | 2.4%2.3% | +0.10 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 511,950502,637 | +9,313+1.9% | $1.12 億$9,862 萬 | +$203.0 萬 | 2.4%2.3% | +0.12 |
| Vanguard Morningstar Growth ETF922908736 | 加碼依 6 比 1 拆股換算– | 1,164,5341,142,124 | +22,410+2.0% | $1.00 億$8,314 萬 | +$193.0 萬 | 2.2%1.9% | +0.23 |
| NVDANVIDIA Corp | 減碼歷史 | 484,553491,489 | −6,936−1.4% | $9,695 萬$8,572 萬 | −$138.8 萬 | 2.1%2.0% | +0.10 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 127,697119,934 | +7,763+6.5% | $9,404 萬$6,922 萬 | +$571.7 萬 | 2.0%1.6% | +0.42 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | 加碼– | 971,513335,348 | +636,165+189.7% | $8,538 萬$2,567 萬 | +$5,591 萬 | 1.8%0.6% | +1.25 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | 加碼– | 905,609835,724 | +69,885+8.4% | $8,351 萬$7,712 萬 | +$644.4 萬 | 1.8%1.8% | +0.01 |
| Advisorshares Tr00768Y768 | 加碼– | 1,553,8751,494,435 | +59,440+4.0% | $8,165 萬$7,213 萬 | +$312.3 萬 | 1.8%1.7% | +0.09 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 100,248101,228 | −980−1.0% | $7,486 萬$6,583 萬 | −$73.2 萬 | 1.6%1.5% | +0.09 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 531,981508,502 | +23,479+4.6% | $7,316 萬$5,752 萬 | +$322.9 萬 | 1.6%1.3% | +0.24 |
| BlackRock ETF Trust09290C103 | 減碼– | 1,005,7321,020,235 | −14,503−1.4% | $6,840 萬$5,936 萬 | −$98.6 萬 | 1.5%1.4% | +0.10 |
| BlackRock ETF Trust09290C764 | 加碼– | 1,806,3691,708,547 | +97,822+5.7% | $6,611 萬$5,493 萬 | +$358.0 萬 | 1.4%1.3% | +0.15 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 90,45382,816 | +7,637+9.2% | $6,212 萬$4,949 萬 | +$524.5 萬 | 1.3%1.1% | +0.19 |
| MSFTMicrosoft Corp | 加碼歷史 | 156,195150,006 | +6,189+4.1% | $5,826 萬$5,553 萬 | +$230.9 萬 | 1.3%1.3% | −0.03 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 1,184,5981,145,967 | +38,631+3.4% | $5,737 萬$5,506 萬 | +$187.1 萬 | 1.2%1.3% | −0.04 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 240,148298,049 | −57,901−19.4% | $5,453 萬$6,293 萬 | −$1,315 萬 | 1.2%1.5% | −0.28 |
| AMZNAmazon Com Inc | 減碼歷史 | 222,823343,877 | −121,054−35.2% | $5,311 萬$7,162 萬 | −$2,885 萬 | 1.1%1.7% | −0.52 |
| GOOGLAlphabet Inc. | 減碼歷史 | 138,958141,622 | −2,664−1.9% | $4,966 萬$4,072 萬 | −$95.2 萬 | 1.1%0.9% | +0.13 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 64,62768,640 | −4,013−5.8% | $4,840 萬$4,484 萬 | −$300.5 萬 | 1.0%1.0% | 0.00 |
| Northern LTS FD Tr IV66538H591 | 減碼– | 647,836727,157 | −79,321−10.9% | $4,668 萬$4,391 萬 | −$571.6 萬 | 1.0%1.0% | −0.01 |
| iShares Tr46434V613 | 減碼– | 1,008,2881,025,809 | −17,521−1.7% | $4,653 萬$4,738 萬 | −$80.9 萬 | 1.0%1.1% | −0.10 |
| AVGOBroadcom Inc. | 加碼歷史 | 115,556114,797 | +759+0.7% | $4,365 萬$3,553 萬 | +$28.7 萬 | 0.9%0.8% | +0.12 |
| iShares U.S. Treasury Bond ETF46429B267 | 加碼– | 1,607,3561,389,814 | +217,542+15.7% | $3,662 萬$3,184 萬 | +$495.6 萬 | 0.8%0.7% | +0.05 |
| First Tr Exchng Traded FD VI33740F755 | 加碼– | 993,876874,769 | +119,107+13.6% | $3,631 萬$2,954 萬 | +$435.1 萬 | 0.8%0.7% | +0.10 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 465,699421,109 | +44,590+10.6% | $3,628 萬$3,302 萬 | +$347.4 萬 | 0.8%0.8% | +0.02 |
| Franklin Templeton ETF Tr35473P306 | 加碼– | 602,634554,831 | +47,803+8.6% | $3,622 萬$2,864 萬 | +$287.3 萬 | 0.8%0.7% | +0.12 |
| Simplify Exchange Traded Fun82889N525 | 加碼– | 714,426649,295 | +65,131+10.0% | $3,506 萬$3,211 萬 | +$319.6 萬 | 0.8%0.7% | +0.01 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 114,328115,857 | −1,529−1.3% | $3,466 萬$3,035 萬 | −$46.3 萬 | 0.7%0.7% | +0.04 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 576,953561,579 | +15,374+2.7% | $3,444 萬$3,035 萬 | +$91.8 萬 | 0.7%0.7% | +0.04 |
| BlackRock ETF Trust09290C780 | 減碼– | 625,253809,890 | −184,637−22.8% | $3,296 萬$2,669 萬 | −$973.4 萬 | 0.7%0.6% | +0.09 |
| TSLATesla, Inc. | 加碼歷史 | 65,82361,765 | +4,058+6.6% | $2,769 萬$2,296 萬 | +$170.7 萬 | 0.6%0.5% | +0.06 |
| METAMeta Platforms, Inc. | 加碼歷史 | 47,15844,226 | +2,932+6.6% | $2,656 萬$2,530 萬 | +$165.2 萬 | 0.6%0.6% | −0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 64,39061,143 | +3,247+5.3% | $2,383 萬$1,962 萬 | +$120.2 萬 | 0.5%0.5% | +0.06 |
| Invesco Exch Traded FD Tr II46138E339 | 減碼– | 144,435185,380 | −40,945−22.1% | $2,333 萬$2,078 萬 | −$661.4 萬 | 0.5%0.5% | +0.02 |
| Vanguard Instl Index FD922040845 | 加碼– | 304,976254,057 | +50,919+20.0% | $2,308 萬$1,922 萬 | +$385.4 萬 | 0.5%0.4% | +0.05 |
| iShares Tr46434V878 | 加碼– | 439,192303,364 | +135,828+44.8% | $2,221 萬$1,536 萬 | +$687.0 萬 | 0.5%0.4% | +0.12 |
| iShares Tr464288653 | 加碼– | 220,524198,794 | +21,730+10.9% | $2,213 萬$2,002 萬 | +$218.1 萬 | 0.5%0.5% | +0.01 |
| Global X FDS37960A529 | 加碼– | 365,846292,228 | +73,618+25.2% | $2,184 萬$2,070 萬 | +$439.6 萬 | 0.5%0.5% | −0.01 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 92,26997,742 | −5,473−5.6% | $2,183 萬$2,102 萬 | −$129.5 萬 | 0.5%0.5% | −0.02 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | 加碼– | 464,458427,520 | +36,938+8.6% | $2,174 萬$2,007 萬 | +$172.9 萬 | 0.5%0.5% | 0.00 |
| Vanguard Real Estate ETF922908553 | 加碼– | 222,806210,031 | +12,775+6.1% | $2,149 萬$1,863 萬 | +$123.2 萬 | 0.5%0.4% | +0.03 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 133,98785,725 | +48,262+56.3% | $2,117 萬$1,270 萬 | +$762.7 萬 | 0.5%0.3% | +0.16 |
| MUMicron Technology Inc | 加碼歷史 | 18,24817,994 | +254+1.4% | $2,106 萬$607.9 萬 | +$29.3 萬 | 0.5%0.1% | +0.31 |
| BlackRock ETF Trust09290C665 | 新進– | 748,3360 | +748,336 | $2,099 萬$0 | +$2,099 萬 | 0.5%0.0% | +0.45 |
| BlackRock ETF Trust09290C855 | 減碼– | 407,129419,750 | −12,621−3.0% | $2,051 萬$1,723 萬 | −$63.6 萬 | 0.4%0.4% | +0.04 |
| LLYEli Lilly & Co | 減碼歷史 | 17,03617,320 | −284−1.6% | $2,043 萬$1,593 萬 | −$34.1 萬 | 0.4%0.4% | +0.07 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 257,806239,367 | +18,439+7.7% | $1,977 萬$1,847 萬 | +$141.4 萬 | 0.4%0.4% | 0.00 |
| PIMCO ETF Tr72201R585 | 減碼– | 744,439773,540 | −29,101−3.8% | $1,974 萬$2,027 萬 | −$77.2 萬 | 0.4%0.5% | −0.04 |
| iShares Flexible Income Active ETF092528603 | 加碼– | 374,859372,944 | +1,915+0.5% | $1,962 萬$1,937 萬 | +$10.0 萬 | 0.4%0.4% | −0.03 |
| BlackRock ETF Trust09290C806 | 減碼– | 443,334641,918 | −198,584−30.9% | $1,911 萬$2,325 萬 | −$856.1 萬 | 0.4%0.5% | −0.13 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 36,56538,275 | −1,710−4.5% | $1,830 萬$1,834 萬 | −$85.6 萬 | 0.4%0.4% | −0.03 |
| GOOGAlphabet Inc. | 加碼歷史 | 48,07947,832 | +247+0.5% | $1,699 萬$1,372 萬 | +$8.73 萬 | 0.4%0.3% | +0.05 |
| PIMCO ETF Tr72201R783 | 加碼– | 176,783167,248 | +9,535+5.7% | $1,653 萬$1,560 萬 | +$89.2 萬 | 0.4%0.4% | −0.01 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 27,49422,817 | +4,677+20.5% | $1,597 萬$464.2 萬 | +$271.7 萬 | 0.3%0.1% | +0.24 |
| Vanguard BD Index FDS921937793 | 加碼– | 224,084202,610 | +21,474+10.6% | $1,545 萬$1,394 萬 | +$148.0 萬 | 0.3%0.3% | +0.01 |
| iShares Tr46436E858 | 加碼– | 635,300476,200 | +159,100+33.4% | $1,454 萬$1,091 萬 | +$364.2 萬 | 0.3%0.3% | +0.06 |
| American Centy ETF Tr025072604 | 減碼– | 150,123351,811 | −201,688−57.3% | $1,449 萬$2,835 萬 | −$1,946 萬 | 0.3%0.7% | −0.35 |
| iShares Tr464287150 | 加碼– | 86,74981,578 | +5,171+6.3% | $1,425 萬$1,162 萬 | +$84.9 萬 | 0.3%0.3% | +0.04 |
| J P Morgan Exchange Traded F46641Q399 | 減碼– | 104,930107,105 | −2,175−2.0% | $1,414 萬$1,255 萬 | −$29.3 萬 | 0.3%0.3% | +0.01 |
| MOAltria Group, Inc. | 加碼歷史 | 182,391174,791 | +7,600+4.3% | $1,312 萬$1,153 萬 | +$54.7 萬 | 0.3%0.3% | +0.02 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 減碼– | 292,250348,696 | −56,446−16.2% | $1,296 萬$1,355 萬 | −$250.4 萬 | 0.3%0.3% | −0.03 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 19,52219,949 | −427−2.1% | $1,280 萬$764.8 萬 | −$28.0 萬 | 0.3%0.2% | +0.10 |
| Simplify Exchange Traded Fun82889N335 | 加碼– | 492,181323,140 | +169,041+52.3% | $1,260 萬$793.0 萬 | +$432.7 萬 | 0.3%0.2% | +0.09 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 58,13061,523 | −3,393−5.5% | $1,237 萬$1,181 萬 | −$72.2 萬 | 0.3%0.3% | −0.01 |
| Global X FDS37960A438 | 加碼– | 122,775108,371 | +14,404+13.3% | $1,232 萬$1,088 萬 | +$144.5 萬 | 0.3%0.3% | +0.01 |
| First Tr Exchng Traded FD VI33740U729 | 加碼– | 431,458408,952 | +22,506+5.5% | $1,205 萬$1,074 萬 | +$62.9 萬 | 0.3%0.2% | +0.01 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 39,21724,857 | +14,360+57.8% | $1,188 萬$590.6 萬 | +$435.1 萬 | 0.3%0.1% | +0.12 |
| IAUiShares Gold Trust | 加碼歷史 | 156,405151,302 | +5,103+3.4% | $1,181 萬$1,334 萬 | +$38.5 萬 | 0.3%0.3% | −0.05 |
| ABBVAbbVie Inc. | 加碼歷史 | 46,48844,881 | +1,607+3.6% | $1,170 萬$976.1 萬 | +$40.4 萬 | 0.3%0.2% | +0.03 |
| STXSeagate Technology Holdings plc | 減碼歷史 | 12,05912,943 | −884−6.8% | $1,164 萬$507.1 萬 | −$85.3 萬 | 0.3%0.1% | +0.13 |
| MSMorgan Stanley | 加碼歷史 | 55,21752,743 | +2,474+4.7% | $1,154 萬$868.0 萬 | +$51.7 萬 | 0.2%0.2% | +0.05 |
| Janus Detroit STR Tr47103U845 | 加碼– | 227,230170,330 | +56,900+33.4% | $1,147 萬$857.9 萬 | +$287.3 萬 | 0.2%0.2% | +0.05 |
| J P Morgan Exchange Traded F46641Q332 | 減碼– | 201,798225,098 | −23,300−10.4% | $1,140 萬$1,276 萬 | −$131.6 萬 | 0.2%0.3% | −0.05 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 212,119380,606 | −168,487−44.3% | $1,127 萬$2,332 萬 | −$894.8 萬 | 0.2%0.5% | −0.30 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 191,398169,527 | +21,871+12.9% | $1,114 萬$992.4 萬 | +$127.3 萬 | 0.2%0.2% | +0.01 |
| CATCaterpillar Inc | 減碼歷史 | 10,35211,668 | −1,316−11.3% | $1,102 萬$826.6 萬 | −$140.1 萬 | 0.2%0.2% | +0.05 |
| Zacks Trust98888G204 | 減碼– | 244,611411,647 | −167,036−40.6% | $1,091 萬$1,526 萬 | −$745.3 萬 | 0.2%0.4% | −0.12 |
| WMTWalmart Inc. | 減碼歷史 | 93,00398,974 | −5,971−6.0% | $1,053 萬$1,230 萬 | −$67.6 萬 | 0.2%0.3% | −0.06 |
| Innovator ETFs Trust45783Y855 | 加碼– | 302,452153,117 | +149,335+97.5% | $1,037 萬$512.4 萬 | +$511.8 萬 | 0.2%0.1% | +0.10 |
| GOFGuggenheim Strategic Opportunities Fund | 加碼歷史 | 948,818946,815 | +2,003+0.2% | $1,036 萬$1,043 萬 | +$2.19 萬 | 0.2%0.2% | −0.02 |
| Vanguard World FD921910873 | 減碼– | 37,44645,422 | −7,976−17.6% | $1,025 萬$1,074 萬 | −$218.2 萬 | 0.2%0.2% | −0.03 |
| First Tr Exchng Traded FD VI33740U703 | 加碼– | 337,936303,348 | +34,588+11.4% | $1,004 萬$849.4 萬 | +$102.8 萬 | 0.2%0.2% | +0.02 |
| VVisa Inc. | 加碼歷史 | 29,19420,072 | +9,122+45.4% | $1,002 萬$606.7 萬 | +$313.0 萬 | 0.2%0.1% | +0.08 |
| AMATApplied Materials Inc | 減碼歷史 | 13,57918,018 | −4,439−24.6% | $981.7 萬$615.8 萬 | −$320.9 萬 | 0.2%0.1% | +0.07 |
| DIASPDR Dow Jones Industrial Average ETF Trust | 加碼歷史 | 18,39416,655 | +1,739+10.4% | $960.9 萬$771.5 萬 | +$90.8 萬 | 0.2%0.2% | +0.03 |
| iShares Tr46429B655 | 加碼– | 184,254165,761 | +18,493+11.2% | $940.6 萬$844.6 萬 | +$94.4 萬 | 0.2%0.2% | +0.01 |
| IBMInternational Business Machines Corp | 減碼歷史 | 33,38434,067 | −683−2.0% | $938.8 萬$825.7 萬 | −$19.2 萬 | 0.2%0.2% | +0.01 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 28,37831,195 | −2,817−9.0% | $928.9 萬$917.6 萬 | −$92.2 萬 | 0.2%0.2% | −0.01 |
| J P Morgan Exchange Traded F46654Q716 | 加碼– | 172,124157,765 | +14,359+9.1% | $920.9 萬$848.3 萬 | +$76.8 萬 | 0.2%0.2% | 0.00 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 113,55392,851 | +20,702+22.3% | $920.5 萬$634.0 萬 | +$167.8 萬 | 0.2%0.1% | +0.05 |
| Vanguard Malvern FDS922020748 | 減碼– | 119,141121,754 | −2,613−2.1% | $920.2 萬$942.1 萬 | −$20.2 萬 | 0.2%0.2% | −0.02 |
| iShares Tr46429B747 | 加碼– | 89,31230,820 | +58,492+189.8% | $912.4 萬$318.8 萬 | +$597.6 萬 | 0.2%0.1% | +0.12 |
| LRCXLam Research Corp | 加碼歷史 | 20,83019,492 | +1,338+6.9% | $902.6 萬$416.5 萬 | +$58.0 萬 | 0.2%0.1% | +0.10 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 97,528119,945 | −22,417−18.7% | $893.7 萬$1,099 萬 | −$205.4 萬 | 0.2%0.3% | −0.06 |
| ETF Ser Solutions26922B105 | 減碼– | 204,842220,538 | −15,696−7.1% | $878.5 萬$844.7 萬 | −$67.3 萬 | 0.2%0.2% | −0.01 |
| GLDSPDR Gold Trust | 減碼歷史 | 23,53627,352 | −3,816−14.0% | $867.0 萬$1,177 萬 | −$140.6 萬 | 0.2%0.3% | −0.09 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 82,47387,439 | −4,966−5.7% | $856.7 萬$849.3 萬 | −$51.6 萬 | 0.2%0.2% | −0.01 |
| PGProcter & Gamble Co | 減碼歷史 | 57,93662,080 | −4,144−6.7% | $849.6 萬$896.7 萬 | −$60.8 萬 | 0.2%0.2% | −0.02 |
| SPGSimon Property Group Inc. | 加碼歷史 | 37,88331,075 | +6,808+21.9% | $847.3 萬$579.6 萬 | +$152.3 萬 | 0.2%0.1% | +0.05 |
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。