跳到主要內容

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。

機構總覽
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%)
申報日
2025/7/14
SEC
Chris Bulman Inc 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Invesco QQQ Trust Series I46090E103ETF21,834$1,205 萬6.9%+7,004+47.2%加碼–
Vanguard S&P 500 ETF922908363ETF17,463$992.0 萬5.7%+8,270+90.0%加碼–
AAPLApple Inc.Stock47,951$983.8 萬5.6%+610+1.3%加碼歷史
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF213,774$679.8 萬3.9%−71,549−25.1%減碼–
Innovator ETFs Trust45782C748US EQTY PWR BUF155,187$617.0 萬3.5%−131,961−46.0%減碼–
Vanguard Dividend Appreciation ETF921908844ETF29,245$598.6 萬3.4%−942−3.1%減碼–
Vanguard Morningstar Growth ETF922908736ETF13,637$597.8 萬3.4%−876−6.0%減碼–
Vanguard Morningstar Value ETF922908744ETF32,932$582.0 萬3.3%−338−1.0%減碼–
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH145,008$570.7 萬3.3%+109,778+311.6%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF85,278$535.0 萬3.0%+44,075+107.0%加碼–
Schwab US Dividend Equity ETF808524797ETF169,455$449.1 萬2.6%+49,270+41.0%加碼–
Vanguard Morningstar Small-Cap ETF922908751ETF18,512$438.7 萬2.5%+1,665+9.9%加碼–
iShares Core MSCI Eafe ETF46432F842ETF46,076$384.6 萬2.2%+46,076新進–
American Centy ETF Tr025072604AVANTIS EMGMKT53,503$366.7 萬2.1%+34,870+187.1%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF48,952$293.9 萬1.7%+48,952新進–
iShares Russell 2000 ETF464287655ETF13,022$281.0 萬1.6%−10,869−45.5%減碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF73,300$278.6 萬1.6%+650+0.9%加碼–
Innovator ETFs Trust45782C318US EQTY PWR BUF68,611$259.3 萬1.5%+17,222+33.5%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF25,959$257.5 萬1.5%−984−3.7%減碼–
Innovator ETFs Trust45782C557US EQTY BUF DEC50,458$227.9 萬1.3%+4,610+10.1%加碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF59,920$211.4 萬1.2%+4,422+8.0%加碼–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF49,891$204.0 萬1.2%−225−0.4%減碼–
Innovator ETFs Trust45782C540US EQTY PWR BUF50,123$200.5 萬1.1%−1,531−3.0%減碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL39,147$198.7 萬1.1%−2,432−5.8%減碼–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF44,638$184.4 萬1.1%−6,866−13.3%減碼–
COSTCostco Wholesale CorpStock1,842$182.4 萬1.0%−31−1.7%減碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD56,170$180.2 萬1.0%−9,212−14.1%減碼–
Innovator ETFs Trust45782C680US EQTY PWR BF44,459$179.9 萬1.0%−4,241−8.7%減碼–
NVDANVIDIA CorpStock11,014$174.0 萬1.0%+842+8.3%加碼歷史
Innovator ETFs Trust45782C367INTRNL DEV APRL59,254$173.3 萬1.0%+16,658+39.1%加碼–
Innovator ETFs Trust45782C870US EQT PWR BUF44,472$165.8 萬0.9%+31,472+242.1%加碼–
iShares Tr46434V860TRS FLT RT BD32,548$164.9 萬0.9%−808−2.4%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF20,579$159.2 萬0.9%+1,121+5.8%加碼–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT41,989$155.3 萬0.9%+10,175+32.0%加碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF34,665$146.4 萬0.8%+4,544+15.1%加碼–
MSFTMicrosoft CorpStock2,928$145.6 萬0.8%+233+8.6%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE32,263$141.1 萬0.8%+5,134+18.9%加碼–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT35,545$138.6 萬0.8%+35,545新進–
Innovator ETFs Trust45782C391US EQTY BUFR MAR26,937$132.1 萬0.8%+5,667+26.6%加碼–
Innovator ETFs Trust45782C433US EQTY BUFR FEB27,978$124.9 萬0.7%−47−0.2%減碼–
TSLATesla, Inc.Stock3,931$124.9 萬0.7%+181+4.8%加碼歷史
INTUIntuit Inc.Stock1,529$120.4 萬0.7%+6+0.4%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF26,816$117.6 萬0.7%−2,481−8.5%減碼–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT28,913$113.2 萬0.6%+28,913新進–
Innovator ETFs Trust45782C508US EQTY PWR BUF24,479$107.8 萬0.6%−330−1.3%減碼–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF23,539$107.7 萬0.6%−850−3.5%減碼–
Victory Portfolios II92647N527CORE BD ETF22,534$106.1 萬0.6%+1,322+6.2%加碼–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18,407$90.7 萬0.5%+838+4.8%加碼–
Innovator ETFs Trust45784N775EQUITY DEF PROTN35,043$85.4 萬0.5%+12,270+53.9%加碼–
ALLAllstate CorpStock4,166$83.9 萬0.5%00.0%不變歷史
Innovator ETFs Trust45782C573US EQTY PWR BUF20,781$82.1 萬0.5%−7,011−25.2%減碼–
Northern LTS FD Tr IV66537J606BROOKSTONE GRWTH22,131$80.3 萬0.5%−626−2.8%減碼–
Northern LTS FD Tr IV66537J705BROOKSTONE VALUE22,965$73.0 萬0.4%−620−2.6%減碼–
Northern LTS FD Tr IV66537J507BROOKSTONE DIVID23,236$71.8 萬0.4%−468−2.0%減碼–
Vanguard Information Technology ETF92204A702ETF994$65.9 萬0.4%00.0%不變–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT16,363$63.7 萬0.4%+173+1.1%加碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF8,185$59.5 萬0.3%−2,747−25.1%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR13,156$59.4 萬0.3%+7,464+131.1%加碼–
SPYSPDR S&P 500 ETF TrustETF905$55.9 萬0.3%−7−0.8%減碼歷史
METAMeta Platforms, Inc.Stock724$53.4 萬0.3%+117+19.3%加碼歷史
BlackRock ETF Trust II092528504ISHARES AAA CLO10,043$52.1 萬0.3%−647−6.1%減碼–
AMZNAmazon Com IncStock2,328$51.1 萬0.3%+421+22.1%加碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS8,473$49.8 萬0.3%+8,473新進–
Innovator ETFs Trust45782C409US EQTY BUFR JAN9,487$47.6 萬0.3%−43−0.5%減碼–
Invesco Actively Managed Exc46090A721AAA CLO FLTNG RT18,425$47.1 萬0.3%+5,903+47.1%加碼–
VanEck ETF Trust92189H748CLO ETF8,852$46.9 萬0.3%−362−3.9%減碼–
iShares Core S&P 500 ETF464287200ETF737$45.8 萬0.3%−172−18.9%減碼–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF18,130$45.1 萬0.3%+493+2.8%加碼–
Innovator ETFs Trust45784N726EQUI DEFI 1 APRI17,319$43.4 萬0.2%+17,319新進–
WMTWalmart Inc.Stock4,360$42.6 萬0.2%−23−0.5%減碼歷史
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M13,262$42.6 萬0.2%−126−0.9%減碼–
ABBVAbbVie Inc.Stock2,253$41.8 萬0.2%−370−14.1%減碼歷史
WCNWaste Connections, Inc.COM2,169$40.5 萬0.2%−671−23.6%減碼歷史
HONHoneywell International IncCOM1,687$39.3 萬0.2%−478−22.1%減碼歷史
LOWLowes Companies IncStock1,712$38.0 萬0.2%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock2,749$37.5 萬0.2%+2,749新進歷史
LLYEli Lilly & CoStock457$35.6 萬0.2%−61−11.8%減碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,775$35.4 萬0.2%+88+2.4%加碼–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT6,281$32.9 萬0.2%−718−10.3%減碼–
CMICummins IncStock1,002$32.8 萬0.2%+1+0.1%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF3,424$32.6 萬0.2%−685−16.7%減碼–
GOOGLAlphabet Inc.Stock1,851$32.6 萬0.2%+1,851新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,718$32.5 萬0.2%+5,718新進–
Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244ETF11,036$31.1 萬0.2%00.0%不變–
Innovator ETFs Trust45784N700EQUITY DEFIN 1YR11,502$29.9 萬0.2%00.0%不變–
XOMExxonMobil Holdings CorpCOM2,693$29.0 萬0.2%+387+16.8%加碼歷史
Vanguard Financials ETF92204A405ETF2,254$28.7 萬0.2%00.0%不變–
First Tr Exchng Traded FD VI33740U810FT VEST U.S7,033$28.6 萬0.2%−67,292−90.5%減碼–
KEYSKeysight Technologies, Inc.Stock1,712$28.1 萬0.2%00.0%不變歷史
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF6,912$28.0 萬0.2%+6,912新進–
Vanguard Morningstar Total Stock Market ETF922908769ETF916$27.9 萬0.2%+916新進–
Vanguard Ftse Developed Markets ETF921943858ETF4,871$27.8 萬0.2%−517−9.6%減碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT7,317$27.5 萬0.2%+131+1.8%加碼–
Northern LTS FD Tr IV66537J879BROOKSTONE ACTIV8,560$27.3 萬0.2%−279−3.2%減碼–
Northern LTS FD Tr IV66537J861BROOKSTONE OPPOR8,579$26.8 萬0.2%−252−2.9%減碼–
Northern LTS FD Tr IV66537J853BROOKSTONE YIELD9,807$26.6 萬0.2%−213−2.1%減碼–
TAT&T Inc.Stock9,109$26.4 萬0.2%+1,383+17.9%加碼歷史
AXPAmerican Express CoStock822$26.2 萬0.1%+72+9.6%加碼歷史
Innovator ETFs Trust45782C425US EQT ULTRA BFR7,634$26.2 萬0.1%−5,950−43.8%減碼–
iShares Core S&P Mid-Cap ETF464287507ETF4,214$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。

Chris Bulman Inc 在 2025 年第 1 季之後清倉的部位
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 Tr74348A467S&P 500 DV ARIST27,805$284.1 萬1.8%–
VanEck Morningstar Wide Moat ETF92189F643ETF29,818$262.4 萬1.7%–
First Tr Exchng Traded FD VI33740U828FT VEST INT EQ M94,113$213.9 萬1.4%–
Innovator ETFs Trust45782C524INTRNL DEV JAN36,146$115.6 萬0.7%–
Innovator ETFs Trust45782C284US SML CP PWR B41,134$115.0 萬0.7%–
Innovator ETFs Trust45782C276GRWT100 PWR BUF15,097$90.6 萬0.6%–
JNJJohnson & JohnsonStock2,348$38.9 萬0.2%歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV8,739$33.4 萬0.2%–
UNPUnion Pacific CorpStock1,408$33.3 萬0.2%歷史
Janus Detroit STR Tr47103U852HENDERSON MTG6,400$28.9 萬0.2%–
Innovator ETFs Trust45782C466GRWT100 PWR BF6,148$28.5 萬0.2%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF13,550$28.0 萬0.2%–
Innovator U.S. Equity Buffer ETF - October45782C771ETF6,382$26.8 萬0.2%–
Series Portfolios Tr81752T528ELDRIDGE BBB B9,856$26.2 萬0.2%–
BXBlackstone Inc.COM1,698$23.7 萬0.1%歷史
JPMJPMorgan Chase & CoStock938$23.0 萬0.1%歷史
RTXRTX CorpStock1,658$22.0 萬0.1%歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,478$21.6 萬0.1%–
STZConstellation Brands, Inc.Stock1,165$21.4 萬0.1%歷史
Northern LTS FD Tr IV66537J887BROOKSTONE ULTRA7,994$20.2 萬0.1%–
BRK.BBerkshire Hathaway IncStock377$20.1 萬0.1%歷史