Bowman & Co S.C.
- SEC CIK
- 0001906275
- 最新申報
- 2026/1/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 108
- 較 2025 年第 1 季 −1
- 總值
- $2.24 億
- 較 2025 年第 1 季 +$2,050 萬 (+10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 50,847 | $2,889 萬 | 12.9% | +1,781+3.6% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 123,331 | $1,124 萬 | 5.0% | +17,140+16.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 101,993 | $1,012 萬 | 4.5% | +281+0.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 28,873 | $796.1 萬 | 3.6% | +249+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,142 | $757.7 萬 | 3.4% | +255+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,953 | $744.0 萬 | 3.3% | +111+0.7% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 140,671 | $713.9 萬 | 3.2% | +4,119+3.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,825 | $611.9 萬 | 2.7% | +136+0.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 118,489 | $581.0 萬 | 2.6% | +25,841+27.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 68,683 | $573.4 萬 | 2.6% | +4,181+6.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 44,905 | $439.1 萬 | 2.0% | +353+0.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 10,112 | $425.0 萬 | 1.9% | +70+0.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,408 | $407.5 萬 | 1.8% | −43−0.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 8,097 | $354.4 萬 | 1.6% | +330+4.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,392 | $344.7 萬 | 1.5% | +68+0.7% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 53,173 | $329.7 萬 | 1.5% | +2,658+5.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 23,254 | $310.1 萬 | 1.4% | −344−1.5% | 減碼 | – |
| WisdomTree Tr97717W547 | US VALUE FD | 35,729 | $308.7 萬 | 1.4% | +35,729 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 4,139 | $306.2 萬 | 1.4% | +158+4.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 30,325 | $284.7 萬 | 1.3% | −249−0.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,566 | $256.9 萬 | 1.1% | +542+3.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 9,241 | $254.7 萬 | 1.1% | +15+0.2% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,703 | $252.1 萬 | 1.1% | +6+0.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 15,081 | $250.6 萬 | 1.1% | −50.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,803 | $241.7 萬 | 1.1% | +188+2.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,506 | $241.5 萬 | 1.1% | −20.0% | 減碼 | – |
| DRIDarden Restaurants Inc | COM | 9,631 | $209.9 萬 | 0.9% | +48+0.5% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 19,511 | $206.1 萬 | 0.9% | +70+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,592 | $196.7 萬 | 0.9% | +10,592 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,273 | $190.2 萬 | 0.8% | −967−5.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 6,688 | $188.8 萬 | 0.8% | +48+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 15,130 | $186.9 萬 | 0.8% | +395+2.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,882 | $181.5 萬 | 0.8% | +747+6.7% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,941 | $180.9 萬 | 0.8% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 29,502 | $170.0 萬 | 0.8% | +1,098+3.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,590 | $166.5 萬 | 0.7% | +243+3.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,935 | $162.2 萬 | 0.7% | +168+2.9% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 19,887 | $161.9 萬 | 0.7% | +1,313+7.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,133 | $160.8 萬 | 0.7% | +567+12.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 6,675 | $159.1 萬 | 0.7% | −773−10.4% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 18,239 | $159.0 萬 | 0.7% | +339+1.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,897 | $153.4 萬 | 0.7% | +86+3.1% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 11,647 | $152.8 萬 | 0.7% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 34,315 | $148.5 萬 | 0.7% | +449+1.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 8,610 | $148.4 萬 | 0.7% | +216+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,303 | $148.4 萬 | 0.7% | +205+4.0% | 加碼 | – |
| NICNicolet Bankshares Inc | COM | 11,892 | $146.8 萬 | 0.7% | −281−2.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,689 | $142.3 萬 | 0.6% | +2,689 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 6,872 | $138.5 萬 | 0.6% | +152+2.3% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 55,546 | $134.8 萬 | 0.6% | +2,171+4.1% | 加碼 | – |
| CMCSAComcast Corp | Stock | 37,681 | $134.5 萬 | 0.6% | +1,410+3.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,737 | $132.1 萬 | 0.6% | −164−2.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,004 | $131.4 萬 | 0.6% | −211−3.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,165 | $130.0 萬 | 0.6% | −927−9.2% | 減碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 75,354 | $127.3 萬 | 0.6% | +75,354 | 新進 | – |
| CMGChipotle Mexican Grill Inc | COM | 22,066 | $123.9 萬 | 0.6% | −482−2.1% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,699 | $113.0 萬 | 0.5% | +304+6.9% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 12,784 | $107.6 萬 | 0.5% | +578+4.7% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 11,566 | $101.0 萬 | 0.5% | +4,512+64.0% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 23,173 | $100.3 萬 | 0.4% | +110.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,545 | $99.7 萬 | 0.4% | −12,662−57.0% | 減碼 | – |
| CMICummins Inc | Stock | 2,935 | $96.5 萬 | 0.4% | +515+21.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,380 | $95.1 萬 | 0.4% | −801−13.0% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 6,024 | $94.9 萬 | 0.4% | +703+13.2% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 13,929 | $93.5 萬 | 0.4% | −248−1.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 13,452 | $93.3 萬 | 0.4% | +263+2.0% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 5,958 | $81.9 萬 | 0.4% | +1,296+27.8% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,894 | $75.4 萬 | 0.3% | +508+8.0% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,752 | $74.3 萬 | 0.3% | −80−1.0% | 減碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 609 | $71.6 萬 | 0.3% | +4+0.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,440 | $66.0 萬 | 0.3% | −5,138−37.8% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,715 | $65.1 萬 | 0.3% | −829−11.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 993 | $61.7 萬 | 0.3% | +371+59.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 5,717 | $61.6 萬 | 0.3% | −15−0.3% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,511 | $60.3 萬 | 0.3% | +345+15.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 27,112 | $59.9 萬 | 0.3% | −30.0% | 減碼 | – |
| APHAmphenol Corp | CL A | 5,764 | $57.0 萬 | 0.3% | +1,557+37.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,777 | $56.8 萬 | 0.3% | +145+5.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,902 | $56.6 萬 | 0.3% | −1,169−28.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 6,125 | $53.4 萬 | 0.2% | +6,125 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,881 | $53.3 萬 | 0.2% | +1,560+21.3% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,033 | $48.6 萬 | 0.2% | +51+0.7% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 1,452 | $44.7 萬 | 0.2% | +21+1.5% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 18,936 | $44.0 萬 | 0.2% | −623−3.2% | 減碼 | – |
| ORCLOracle Corp | Stock | 1,952 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 805 | $41.3 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,665 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,443 | $40.0 萬 | 0.2% | −62−4.1% | 減碼 | – |
| OSKOshkosh Corp | COM | 3,502 | $39.8 萬 | 0.2% | +15+0.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,031 | $39.1 萬 | 0.2% | −368−10.8% | 減碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 5,707 | $34.5 萬 | 0.2% | +14+0.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,880 | $34.5 萬 | 0.2% | −119−6.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 6,757 | $33.7 萬 | 0.2% | −517−7.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,973 | $31.7 萬 | 0.1% | +37+0.3% | 加碼 | – |
| CVXChevron Corp | Stock | 2,203 | $31.5 萬 | 0.1% | −77−3.4% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 259 | $31.5 萬 | 0.1% | +2+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 301 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 2,500 | $29.2 萬 | 0.1% | +9+0.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 1,045 | $28.5 萬 | 0.1% | +131+14.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 663 | $28.1 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（9 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 63,689 | $271.6 萬 | 1.3% | – |
| MRKMerck & Co., Inc. | Stock | 22,769 | $204.4 萬 | 1.0% | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 28,153 | $126.9 萬 | 0.6% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,923 | $103.2 萬 | 0.5% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,771 | $69.7 萬 | 0.3% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,411 | $29.1 萬 | 0.1% | – |
| HALHalliburton Co | Stock | 9,849 | $25.0 萬 | 0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,462 | $22.9 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 649 | $20.3 萬 | 0.1% | 歷史 |