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Chris Bulman Inc

SEC CIK
0002032404
最新申報
2026/7/22

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/10/22 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
113
較 2024 年第 2 季 −280
總值
$1.47 億
較 2024 年第 2 季 +$67.6 萬 (+0.5%)
申報日
2024/10/22
SEC
Chris Bulman Inc 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Innovator ETFs Trust45782C748US EQTY PWR BUF318,565$1,175 萬8.0%−15,768−4.7%減碼–
AAPLApple Inc.Stock46,646$1,087 萬7.4%−249−0.5%減碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF288,220$861.5 萬5.9%−38,614−11.8%減碼–
Vanguard Dividend Appreciation ETF921908844ETF36,491$722.7 萬4.9%−2,082−5.4%減碼–
Invesco QQQ Trust Series I46090E103ETF11,831$577.4 萬3.9%+2,379+25.2%加碼–
Vanguard Morningstar Growth ETF922908736ETF14,864$570.7 萬3.9%+1,283+9.4%加碼–
Vanguard Morningstar Value ETF922908744ETF32,448$566.4 萬3.9%+3,033+10.3%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF51,411$520.6 萬3.5%+4,206+8.9%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF18,720$444.1 萬3.0%−3,301−15.0%減碼–
VanEck Morningstar Wide Moat ETF92189F643ETF39,158$379.6 萬2.6%+2,702+7.4%加碼–
First Tr Exchng Traded FD VI33740U810FT VEST U.S79,684$305.7 萬2.1%−1,256−1.6%減碼–
ProShares Tr74348A467S&P 500 DV ARIST27,688$295.6 萬2.0%+3,254+13.3%加碼–
First Tr Exchng Traded FD VI33740U828FT VEST INT EQ M111,117$253.6 萬1.7%−21,750−16.4%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF47,417$250.4 萬1.7%+2,807+6.3%加碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF57,860$222.9 萬1.5%+25,373+78.1%加碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD70,608$217.7 萬1.5%+4,698+7.1%加碼–
Innovator ETFs Trust45782C680US EQTY PWR BF55,747$211.1 萬1.4%+24,444+78.1%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL39,260$199.8 萬1.4%−1,686−4.1%減碼–
iShares Tr46434V860TRS FLT RT BD38,971$197.2 萬1.3%+4,609+13.4%加碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC43,632$188.0 萬1.3%−1,585−3.5%減碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF53,204$187.5 萬1.3%−9,756−15.5%減碼–
Vanguard S&P 500 ETF922908363ETF3,329$175.6 萬1.2%+2,063+163.0%加碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF41,976$163.5 萬1.1%−6,336−13.1%減碼–
COSTCostco Wholesale CorpStock1,829$162.2 萬1.1%+14+0.8%加碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF43,284$156.0 萬1.1%−8,581−16.5%減碼–
Innovator ETFs Trust45782C813US EQTY PWR BUF37,702$152.6 萬1.0%+9,572+34.0%加碼–
Innovator ETFs Trust45782C284US SML CP PWR B43,361$126.3 萬0.9%−1,369−3.1%減碼–
Innovator ETFs Trust45782C367INTRNL DEV APRL44,214$125.6 萬0.9%−1,600−3.5%減碼–
NVDANVIDIA CorpStock10,327$125.4 萬0.9%+588+6.0%加碼歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN37,706$124.3 萬0.8%−1,419−3.6%減碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF32,104$123.0 萬0.8%+1,488+4.9%加碼–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT33,875$117.8 萬0.8%−1,368−3.9%減碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF24,991$116.8 萬0.8%+2,897+13.1%加碼–
MSFTMicrosoft CorpStock2,607$112.2 萬0.8%+137+5.5%加碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF16,327$99.3 萬0.7%−950−5.5%減碼–
TSLATesla, Inc.Stock3,704$96.9 萬0.7%+109+3.0%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF14,030$94.7 萬0.6%−13,908−49.8%減碼–
INTUIntuit Inc.Stock1,520$94.4 萬0.6%+17+1.1%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF10,301$94.1 萬0.6%−753−6.8%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF21,803$85.6 萬0.6%−7,465−25.5%減碼–
First Trust Rising Dividend Achievers ETF33738R506ETF13,478$79.8 萬0.5%+13,478新進–
ALLAllstate CorpStock4,166$79.0 萬0.5%00.0%不變歷史
Schwab US Dividend Equity ETF808524797ETF9,316$78.7 萬0.5%+9,316新進–
Innovator ETFs Trust45782C870US EQT PWR BUF21,679$77.9 萬0.5%−2,480−10.3%減碼–
Northern LTS FD Tr IV66537J507BROOKSTONE DIVID23,113$76.2 萬0.5%−1,668−6.7%減碼–
iShares Core S&P 500 ETF464287200ETF1,314$75.8 萬0.5%+52+4.1%加碼–
Northern LTS FD Tr IV66537J606BROOKSTONE GRWTH22,806$75.8 萬0.5%−1,558−6.4%減碼–
Northern LTS FD Tr IV66537J705BROOKSTONE VALUE22,877$72.2 萬0.5%−1,546−6.3%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF9,140$71.6 萬0.5%+9,140新進–
Innovator ETFs Trust45782C573US EQTY PWR BUF18,916$69.8 萬0.5%−972−4.9%減碼–
LOWLowes Companies IncStock2,559$69.3 萬0.5%+2,000+357.8%加碼歷史
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH17,451$65.4 萬0.4%+17,451新進–
HONHoneywell International IncCOM2,889$59.7 萬0.4%−32−1.1%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF14,429$59.6 萬0.4%+3,126+27.7%加碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT15,682$57.6 萬0.4%+15,682新進–
Vanguard Information Technology ETF92204A702ETF959$56.2 萬0.4%00.0%不變–
UNPUnion Pacific CorpStock2,269$55.9 萬0.4%+58+2.6%加碼歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF14,944$54.4 萬0.4%+14,944新進–
WCNWaste Connections, Inc.COM2,840$50.8 萬0.3%00.0%不變歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL6,920$49.6 萬0.3%−298−4.1%減碼–
SPYSPDR S&P 500 ETF TrustETF854$49.0 萬0.3%−11−1.3%減碼歷史
ABBVAbbVie Inc.Stock2,464$48.7 萬0.3%+15+0.6%加碼歷史
Innovator ETFs Trust45782C888US EQT BUFR APR10,947$47.5 萬0.3%−234−2.1%減碼–
Victory Portfolios II92647N527CORE BD ETF9,248$44.3 萬0.3%+9,248新進–
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M14,478$44.1 萬0.3%+3,367+30.3%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT8,403$41.5 萬0.3%+7,510+841.0%加碼–
Innovator ETFs Trust45782C755US EQTY BUFR JUN9,977$40.6 萬0.3%−928−8.5%減碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB9,315$39.1 萬0.3%−6,426−40.8%減碼–
AMZNAmazon Com IncStock2,029$37.8 萬0.3%+644+46.5%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,358$36.1 萬0.2%−4,866−52.8%減碼–
Innovator ETFs Trust45782C698US EQUT BUFR AUG8,219$35.2 萬0.2%+6,303+329.0%加碼–
JNJJohnson & JohnsonStock2,132$34.5 萬0.2%+26+1.2%加碼歷史
WMTWalmart Inc.Stock4,244$34.3 萬0.2%+213+5.3%加碼歷史
Innovator ETFs Trust45782C664US EQTY BUF SEP7,833$33.0 萬0.2%+6,337+423.6%加碼–
LLYEli Lilly & CoStock369$32.7 萬0.2%+98+36.2%加碼歷史
CMICummins IncStock1,009$32.7 萬0.2%+11+1.1%加碼歷史
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2815,317$31.5 萬0.2%−274−1.8%減碼–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB15,889$31.3 萬0.2%−277−1.7%減碼–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB15,933$31.2 萬0.2%−274−1.7%減碼–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB15,023$31.0 萬0.2%−249−1.6%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF5,814$30.7 萬0.2%−5,489−48.6%減碼–
American Centy ETF Tr025072604AVANTIS EMGMKT4,605$29.7 萬0.2%+4,605新進–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT5,785$29.2 萬0.2%+5,115+763.4%加碼–
METAMeta Platforms, Inc.Stock495$28.3 萬0.2%+20+4.2%加碼歷史
KEYSKeysight Technologies, Inc.Stock1,728$27.5 萬0.2%−7−0.4%減碼歷史
First Tr Exchng Traded FD VI33740F763FT VEST US EQT5,567$27.0 萬0.2%+3,513+171.0%加碼–
Janus Detroit STR Tr47103U852HENDERSON MTG5,751$26.8 萬0.2%−4,466−43.7%減碼–
Innovator ETFs Trust45782C789US EQTY BUFR JUL6,131$26.8 萬0.2%+6,131新進–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF10,662$26.7 萬0.2%−9,307−46.6%減碼–
Northern LTS FD Tr IV66537J879BROOKSTONE ACTIV8,705$26.6 萬0.2%−679−7.2%減碼–
Northern LTS FD Tr IV66537J861BROOKSTONE OPPOR8,705$26.1 萬0.2%−667−7.1%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF4,180$26.0 萬0.2%00.0%不變–
iShares Core S&P Small Cap ETF464287804ETF2,211$25.9 萬0.2%00.0%不變–
Invesco Exch Traded FD Tr II46138G508SR LN ETF12,240$25.7 萬0.2%−9,523−43.8%減碼–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,124$25.2 萬0.2%−160−3.7%減碼–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,281$25.2 萬0.2%−123−3.6%減碼–
Vanguard Financials ETF92204A405ETF2,254$24.8 萬0.2%00.0%不變–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,043$24.1 萬0.2%+1,169+40.7%加碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT6,761$23.9 萬0.2%+6,761新進–
BXBlackstone Inc.COM1,554$23.8 萬0.2%00.0%不變歷史

2024 年第 2 季之後清倉(293 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 293 檔。

Chris Bulman Inc 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
SPDR Index Shs FDS78463X509ST PORT MARK ETF7,704$29.0 萬0.2%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,958$27.9 萬0.2%–
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,139$26.5 萬0.2%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY6,896$26.2 萬0.2%–
Northern LTS FD Tr IV66537J887BROOKSTONE ULTRA8,208$20.7 萬0.1%–
First Tr Exchng Traded FD VI33740F714FT VEST US EQT4,642$19.0 萬0.1%–
CRMSalesforce, Inc.Stock722$18.6 萬0.1%歷史
BRK.BBerkshire Hathaway IncStock433$17.6 萬0.1%歷史
Northern LTS FD Tr IV66537J804BROOKSTONE INTER6,689$17.2 萬0.1%–
First Tr Exchng Traded FD VI33740F631FT VEST US4,614$17.1 萬0.1%–
Innovator ETFs Trust45783Y731BUFF STEP UP ETF4,967$15.6 萬0.1%–
FDXFedEx CorpStock510$15.3 萬0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD3,046$15.3 萬0.1%–
iShares Tr46434V613CORE UNIVRSL USD3,283$14.8 萬0.1%–
BlackRock ETF Trust II092528504ISHARES AAA CLO2,823$14.7 萬0.1%–
ABTAbbott LaboratoriesStock1,371$14.2 萬0.1%歷史
UPSUnited Parcel Service IncStock1,041$14.2 萬0.1%歷史
First Tr Exchng Traded FD VI33740U778VEST BUFFERED6,048$14.0 萬0.1%–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF4,731$14.0 萬0.1%–
BNYBank of New York Mellon CorpStock2,329$13.9 萬0.1%歷史
GOOGLAlphabet Inc.Stock760$13.8 萬0.1%歷史
BACBank of America CorpStock3,472$13.8 萬0.1%歷史
JPMJPMorgan Chase & CoStock682$13.8 萬0.1%歷史
BABoeing CoStock754$13.7 萬0.1%歷史
TAT&T Inc.Stock6,877$13.1 萬0.1%歷史
DDDuPont de Nemours, Inc.COM1,616$13.0 萬0.1%歷史
GMGeneral Motors CoCOM2,736$12.7 萬0.1%歷史
FISFidelity National Information Services, Inc.Stock1,660$12.5 萬0.1%歷史
EFXEquifax IncCOM513$12.4 萬0.1%歷史
TTDTrade Desk, Inc.Stock1,269$12.4 萬0.1%歷史
iShares Inc464286533MSCI EMERG MRKT2,085$11.9 萬0.1%–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF3,154$11.7 萬0.1%–
CMECME Group Inc.COM593$11.7 萬0.1%歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW2,628$11.5 萬0.1%–
UBERUber Technologies, IncStock1,571$11.4 萬0.1%歷史
GILDGilead Sciences, Inc.Stock1,658$11.4 萬0.1%歷史
MCDMcDonalds CorpStock438$11.2 萬0.1%歷史
CMCSAComcast CorpStock2,762$10.8 萬0.1%歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET3,496$10.7 萬0.1%–
VZVerizon Communications IncStock2,388$9.85 萬0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA803$9.58 萬0.1%–
Global X FDS37954Y475S&P 500 COVERED2,278$9.21 萬0.1%–
MRKMerck & Co., Inc.Stock731$9.05 萬0.1%歷史
AEPAmerican Electric Power Co IncStock1,029$9.03 萬0.1%歷史
iShares S&P 500 Growth ETF464287309ETF967$8.95 萬0.1%–
HPQHP IncStock2,516$8.81 萬0.1%歷史
PANWPalo Alto Networks IncStock258$8.75 萬0.1%歷史
XOMExxonMobil Holdings CorpCOM760$8.75 萬0.1%歷史
ARK Innovation ETF00214Q104ETF1,974$8.68 萬0.1%–
KMBKimberly Clark CorpStock616$8.52 萬0.1%歷史
CAGConagra Brands Inc.Stock2,978$8.46 萬0.1%歷史
iShares S&P 500 Value ETF464287408ETF463$8.43 萬0.1%–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY1,528$8.42 萬0.1%–
iShares Tr464288158SHRT NAT MUN ETF802$8.38 萬0.1%–
iShares Tr464288414NATIONAL MUN ETF785$8.36 萬0.1%–
IPInternational Paper CoCOM1,933$8.34 萬0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF777$8.32 萬0.1%–
ETEnergy Transfer LPCOM UT LTD PTN5,116$8.30 萬0.1%歷史
KMIKinder Morgan, Inc.Stock4,157$8.26 萬0.1%歷史
OXYOccidental Petroleum CorpStock1,303$8.21 萬0.1%歷史
UNHUnitedHealth Group IncStock161$8.20 萬0.1%歷史
DISWalt Disney CoStock822$8.16 萬0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF887$8.14 萬0.1%–
AMDAdvanced Micro Devices IncStock500$8.11 萬0.1%歷史
NINisource Inc.COM2,808$8.09 萬0.1%歷史
MMM3M CoStock784$8.01 萬0.1%歷史
DUKDuke Energy CORPStock795$7.97 萬0.1%歷史
ETREntergy CorpCOM740$7.92 萬0.1%歷史
DOCHealthpeak Properties, Inc.COM4,026$7.89 萬0.1%歷史
PRUPrudential Financial IncStock672$7.87 萬0.1%歷史
TFCTruist Financial CorpCOM2,019$7.84 萬0.1%歷史
TROWPrice T Rowe Group IncStock675$7.78 萬0.1%歷史
FFord Motor CoStock6,179$7.75 萬0.1%歷史
DDominion Energy, IncStock1,581$7.74 萬0.1%歷史
KKellanovaStock1,340$7.73 萬0.1%歷史
EIXEdison InternationalStock1,075$7.72 萬0.1%歷史
HBANHuntington Bancshares IncCOM5,809$7.66 萬0.1%歷史
ORealty Income CorpREIT1,447$7.64 萬0.1%歷史
SJMJ M SMUCKER CoStock700$7.63 萬0.1%歷史
CVXChevron CorpStock485$7.59 萬0.1%歷史
HSYHershey CoCOM406$7.46 萬0.1%歷史
CCICrown Castle Inc.REIT757$7.40 萬0.1%歷史
WECWec Energy Group, Inc.Stock942$7.39 萬0.1%歷史
FMCFMC CorpCOM NEW1,277$7.35 萬0.1%歷史
USBUS Bancorp DECOM NEW1,848$7.34 萬0.1%歷史
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF2,136$7.32 萬0.1%–
DOWDow Inc.Stock1,371$7.27 萬<0.1%歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT1,529$7.18 萬<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF418$7.14 萬<0.1%–
NVONovo Nordisk A SADR500$7.14 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM2,932$7.07 萬<0.1%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF614$6.97 萬<0.1%–
RTXRTX CorpStock687$6.90 萬<0.1%歷史
GEGeneral Electric CoStock428$6.81 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1002,427$6.76 萬<0.1%–
PGProcter & Gamble CoStock410$6.75 萬<0.1%歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF251$6.71 萬<0.1%–
NOWServiceNow, Inc.Stock85$6.69 萬<0.1%歷史
GDGeneral Dynamics CorpStock229$6.65 萬<0.1%歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV1,759$6.58 萬<0.1%–