Chris Bulman Inc
- SEC CIK
- 0002032404
- 最新申報
- 2026/7/22
2025 年第 2 季持倉
持倉截至 2025/6/30,2025/7/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 120
- 較 2025 年第 1 季 −1
- 總值
- $1.75 億
- 較 2025 年第 1 季 +$1,705 萬 (+10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 21,834 | $1,205 萬 | 6.9% | +7,004+47.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 17,463 | $992.0 萬 | 5.7% | +8,270+90.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 47,951 | $983.8 萬 | 5.6% | +610+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 213,774 | $679.8 萬 | 3.9% | −71,549−25.1% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 155,187 | $617.0 萬 | 3.5% | −131,961−46.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,245 | $598.6 萬 | 3.4% | −942−3.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,637 | $597.8 萬 | 3.4% | −876−6.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,932 | $582.0 萬 | 3.3% | −338−1.0% | 減碼 | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 145,008 | $570.7 萬 | 3.3% | +109,778+311.6% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 85,278 | $535.0 萬 | 3.0% | +44,075+107.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 169,455 | $449.1 萬 | 2.6% | +49,270+41.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,512 | $438.7 萬 | 2.5% | +1,665+9.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 46,076 | $384.6 萬 | 2.2% | +46,076 | 新進 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 53,503 | $366.7 萬 | 2.1% | +34,870+187.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 48,952 | $293.9 萬 | 1.7% | +48,952 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,022 | $281.0 萬 | 1.6% | −10,869−45.5% | 減碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 73,300 | $278.6 萬 | 1.6% | +650+0.9% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 68,611 | $259.3 萬 | 1.5% | +17,222+33.5% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,959 | $257.5 萬 | 1.5% | −984−3.7% | 減碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 50,458 | $227.9 萬 | 1.3% | +4,610+10.1% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 59,920 | $211.4 萬 | 1.2% | +4,422+8.0% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 49,891 | $204.0 萬 | 1.2% | −225−0.4% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 50,123 | $200.5 萬 | 1.1% | −1,531−3.0% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 39,147 | $198.7 萬 | 1.1% | −2,432−5.8% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 44,638 | $184.4 萬 | 1.1% | −6,866−13.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,842 | $182.4 萬 | 1.0% | −31−1.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 56,170 | $180.2 萬 | 1.0% | −9,212−14.1% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 44,459 | $179.9 萬 | 1.0% | −4,241−8.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 11,014 | $174.0 萬 | 1.0% | +842+8.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 59,254 | $173.3 萬 | 1.0% | +16,658+39.1% | 加碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 44,472 | $165.8 萬 | 0.9% | +31,472+242.1% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 32,548 | $164.9 萬 | 0.9% | −808−2.4% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,579 | $159.2 萬 | 0.9% | +1,121+5.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 41,989 | $155.3 萬 | 0.9% | +10,175+32.0% | 加碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 34,665 | $146.4 萬 | 0.8% | +4,544+15.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,928 | $145.6 萬 | 0.8% | +233+8.6% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,263 | $141.1 萬 | 0.8% | +5,134+18.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 35,545 | $138.6 萬 | 0.8% | +35,545 | 新進 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 26,937 | $132.1 萬 | 0.8% | +5,667+26.6% | 加碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 27,978 | $124.9 萬 | 0.7% | −47−0.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,931 | $124.9 萬 | 0.7% | +181+4.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,529 | $120.4 萬 | 0.7% | +6+0.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 26,816 | $117.6 萬 | 0.7% | −2,481−8.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 28,913 | $113.2 萬 | 0.6% | +28,913 | 新進 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 24,479 | $107.8 萬 | 0.6% | −330−1.3% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 23,539 | $107.7 萬 | 0.6% | −850−3.5% | 減碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 22,534 | $106.1 萬 | 0.6% | +1,322+6.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 18,407 | $90.7 萬 | 0.5% | +838+4.8% | 加碼 | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 35,043 | $85.4 萬 | 0.5% | +12,270+53.9% | 加碼 | – |
| ALLAllstate Corp | Stock | 4,166 | $83.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 20,781 | $82.1 萬 | 0.5% | −7,011−25.2% | 減碼 | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 22,131 | $80.3 萬 | 0.5% | −626−2.8% | 減碼 | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 22,965 | $73.0 萬 | 0.4% | −620−2.6% | 減碼 | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 23,236 | $71.8 萬 | 0.4% | −468−2.0% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 994 | $65.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 16,363 | $63.7 萬 | 0.4% | +173+1.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,185 | $59.5 萬 | 0.3% | −2,747−25.1% | 減碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 13,156 | $59.4 萬 | 0.3% | +7,464+131.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 905 | $55.9 萬 | 0.3% | −7−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 724 | $53.4 萬 | 0.3% | +117+19.3% | 加碼 | 歷史 |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 10,043 | $52.1 萬 | 0.3% | −647−6.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,328 | $51.1 萬 | 0.3% | +421+22.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $49.8 萬 | 0.3% | +8,473 | 新進 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,487 | $47.6 萬 | 0.3% | −43−0.5% | 減碼 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 18,425 | $47.1 萬 | 0.3% | +5,903+47.1% | 加碼 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 8,852 | $46.9 萬 | 0.3% | −362−3.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 737 | $45.8 萬 | 0.3% | −172−18.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 18,130 | $45.1 萬 | 0.3% | +493+2.8% | 加碼 | – |
| Innovator ETFs Trust45784N726 | EQUI DEFI 1 APRI | 17,319 | $43.4 萬 | 0.2% | +17,319 | 新進 | – |
| WMTWalmart Inc. | Stock | 4,360 | $42.6 萬 | 0.2% | −23−0.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 13,262 | $42.6 萬 | 0.2% | −126−0.9% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 2,253 | $41.8 萬 | 0.2% | −370−14.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,169 | $40.5 萬 | 0.2% | −671−23.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,687 | $39.3 萬 | 0.2% | −478−22.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,712 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,749 | $37.5 萬 | 0.2% | +2,749 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 457 | $35.6 萬 | 0.2% | −61−11.8% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,775 | $35.4 萬 | 0.2% | +88+2.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 6,281 | $32.9 萬 | 0.2% | −718−10.3% | 減碼 | – |
| CMICummins Inc | Stock | 1,002 | $32.8 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,424 | $32.6 萬 | 0.2% | −685−16.7% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,851 | $32.6 萬 | 0.2% | +1,851 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,718 | $32.5 萬 | 0.2% | +5,718 | 新進 | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 11,036 | $31.1 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 11,502 | $29.9 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,693 | $29.0 萬 | 0.2% | +387+16.8% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,254 | $28.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,033 | $28.6 萬 | 0.2% | −67,292−90.5% | 減碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,712 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 6,912 | $28.0 萬 | 0.2% | +6,912 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 916 | $27.9 萬 | 0.2% | +916 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,871 | $27.8 萬 | 0.2% | −517−9.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 7,317 | $27.5 萬 | 0.2% | +131+1.8% | 加碼 | – |
| Northern LTS FD Tr IV66537J879 | BROOKSTONE ACTIV | 8,560 | $27.3 萬 | 0.2% | −279−3.2% | 減碼 | – |
| Northern LTS FD Tr IV66537J861 | BROOKSTONE OPPOR | 8,579 | $26.8 萬 | 0.2% | −252−2.9% | 減碼 | – |
| Northern LTS FD Tr IV66537J853 | BROOKSTONE YIELD | 9,807 | $26.6 萬 | 0.2% | −213−2.1% | 減碼 | – |
| TAT&T Inc. | Stock | 9,109 | $26.4 萬 | 0.2% | +1,383+17.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 822 | $26.2 萬 | 0.1% | +72+9.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,634 | $26.2 萬 | 0.1% | −5,950−43.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,214 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉(21 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 |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,805 | $284.1 萬 | 1.8% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 29,818 | $262.4 萬 | 1.7% | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 94,113 | $213.9 萬 | 1.4% | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 36,146 | $115.6 萬 | 0.7% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 41,134 | $115.0 萬 | 0.7% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 15,097 | $90.6 萬 | 0.6% | – |
| JNJJohnson & Johnson | Stock | 2,348 | $38.9 萬 | 0.2% | 歷史 |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 8,739 | $33.4 萬 | 0.2% | – |
| UNPUnion Pacific Corp | Stock | 1,408 | $33.3 萬 | 0.2% | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 6,400 | $28.9 萬 | 0.2% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,148 | $28.5 萬 | 0.2% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,550 | $28.0 萬 | 0.2% | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 6,382 | $26.8 萬 | 0.2% | – |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 9,856 | $26.2 萬 | 0.2% | – |
| BXBlackstone Inc. | COM | 1,698 | $23.7 萬 | 0.1% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 938 | $23.0 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 1,658 | $22.0 萬 | 0.1% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,478 | $21.6 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 1,165 | $21.4 萬 | 0.1% | 歷史 |
| Northern LTS FD Tr IV66537J887 | BROOKSTONE ULTRA | 7,994 | $20.2 萬 | 0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 377 | $20.1 萬 | 0.1% | 歷史 |