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Change Path, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Change Path, LLC

报告期 2026-03-31 · CIK 0001739728

持仓数

1,171

前50大市值合计

$2.13B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$102.9M

405,327

4.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$101.1M

1,577,008

4.7%

VTV VANGUARD INDEX FDS

VALUE ETF

$98.6M

502,637

4.6%

NVDA NVIDIA CORPORATION

COM

$85.7M

491,489

4.0%

VUG VANGUARD INDEX FDS

GROWTH ETF

$83.1M

190,354

3.9%

BOND PIMCO ETF TR

ACTIVE BD ETF

$77.1M

835,724

3.6%

VEGA ADVISORSHARES TR

STAR GLOB BUYW

$72.1M

1,494,435

3.4%

AMZN AMAZON COM INC

COM

$71.6M

343,877

3.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$69.2M

119,934

3.2%

SPY SPDR S&P 500 ETF TR

TR UNIT

$65.8M

101,228

3.1%

IVE ISHARES TR

S&P 500 VAL ETF

$62.9M

298,049

3.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$59.4M

1,020,235

2.8%

IVW ISHARES TR

S&P 500 GRWT ETF

$57.5M

508,502

2.7%

MSFT MICROSOFT CORP

COM

$55.5M

150,006

2.6%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$55.1M

1,145,967

2.6%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$54.9M

1,708,547

2.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$49.5M

82,816

2.3%

IUSB ISHARES TR

CORE TOTAL USD

$47.4M

1,025,809

2.2%

IVV ISHARES TR

CORE S&P500 ETF

$44.8M

68,640

2.1%

SECT NORTHERN LTS FD TR IV

MAIN SECTR ROTN

$43.9M

727,157

2.1%

GOOGL ALPHABET INC

CAP STK CL A

$40.7M

141,622

1.9%

ESUM STRATEGY SHS

EVENTIDE US MRKT

$37.1M

1,417,296

1.7%

AVGO BROADCOM INC

COM

$35.5M

114,797

1.7%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$33.0M

421,109

1.5%

MTBA SIMPLIFY EXCHANGE TRADED FUN

MBS ETF

$32.1M

649,295

1.5%

GOVT ISHARES TR

US TREAS BD ETF

$31.8M

1,389,814

1.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$31.4M

163,942

1.5%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$30.4M

561,579

1.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$30.3M

115,857

1.4%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$29.5M

874,769

1.4%

UDIV FRANKLIN TEMPLETON ETF TR

US CORE DIV TILT

$28.6M

554,831

1.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$28.3M

351,811

1.3%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$26.7M

809,890

1.3%

SPYM SPDR SERIES TRUST

PORTFOLIO S&P500

$25.7M

335,348

1.2%

META META PLATFORMS INC

CL A

$25.3M

44,226

1.2%

XLE SELECT SECTOR SPDR TR

ENERGY

$23.3M

380,606

1.1%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$23.3M

641,918

1.1%

TSLA TESLA INC

COM

$23.0M

61,765

1.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$21.0M

97,742

1.0%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$20.8M

185,380

1.0%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$20.7M

292,228

1.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$20.3M

773,540

1.0%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$20.1M

427,520

0.9%

TLH ISHARES TR

10-20 YR TRS ETF

$20.0M

198,794

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$19.6M

61,143

0.9%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$19.4M

372,944

0.9%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$19.2M

254,057

0.9%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$18.6M

210,031

0.9%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$18.5M

239,367

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$18.3M

38,275

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

AAPL4.8%VEA4.7%VTV4.6%NVDA4.0%VUG3.9%BOND3.6%