Chris Bulman Inc
- SEC CIK
- 0002032404
- 最新申報
- 2026/7/22
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/20 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 142
- 較 2025 年第 2 季 +22
- 總值
- $2.00 億
- 較 2025 年第 2 季 +$2,425 萬 (+13.8%)
| 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 | 24,220 | $1,454 萬 | 7.3% | +2,386+10.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 22,449 | $1,375 萬 | 6.9% | +4,986+28.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 46,581 | $1,186 萬 | 5.9% | −1,370−2.9% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 140,889 | $947.6 萬 | 4.7% | +55,611+65.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 216,921 | $725.0 萬 | 3.6% | +3,147+1.5% | 加碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 156,494 | $644.0 萬 | 3.2% | +1,307+0.8% | 加碼 | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 162,406 | $619.5 萬 | 3.1% | +17,398+12.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 218,598 | $596.8 萬 | 3.0% | +49,143+29.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,851 | $557.9 萬 | 2.8% | −3,394−11.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,348 | $544.3 萬 | 2.7% | −2,289−16.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,753 | $517.6 萬 | 2.6% | −5,179−15.7% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 64,436 | $484.0 萬 | 2.4% | +10,933+20.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,641 | $448.6 萬 | 2.2% | −871−4.7% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 92,083 | $350.1 萬 | 1.8% | +32,163+53.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 36,277 | $316.7 萬 | 1.6% | −9,799−21.3% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 69,075 | $296.7 萬 | 1.5% | +19,184+38.5% | 加碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 70,295 | $279.0 萬 | 1.4% | −3,005−4.1% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 68,330 | $265.8 萬 | 1.3% | −281−0.4% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 33,611 | $262.5 萬 | 1.3% | +13,032+63.3% | 加碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 61,462 | $261.0 萬 | 1.3% | +17,003+38.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 39,409 | $259.8 萬 | 1.3% | −9,543−19.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,729 | $259.6 萬 | 1.3% | −2,293−17.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,455 | $242.6 萬 | 1.2% | +1,524+38.8% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 51,663 | $239.8 萬 | 1.2% | +19,400+60.1% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 50,416 | $217.3 萬 | 1.1% | +5,778+12.9% | 加碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 43,125 | $206.7 萬 | 1.0% | −7,333−14.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,738 | $197.9 萬 | 1.0% | −6,221−24.0% | 減碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 58,021 | $174.5 萬 | 0.9% | −1,233−2.1% | 減碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 36,587 | $173.9 萬 | 0.9% | +14,053+62.4% | 加碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 41,330 | $173.7 萬 | 0.9% | −8,793−17.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,851 | $171.3 萬 | 0.9% | +9+0.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 50,641 | $166.2 萬 | 0.8% | −5,529−9.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 40,908 | $157.9 萬 | 0.8% | −1,081−2.6% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 30,825 | $156.5 萬 | 0.8% | −8,322−21.3% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 29,404 | $146.4 萬 | 0.7% | +10,997+59.7% | 加碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 31,713 | $144.6 萬 | 0.7% | +4,897+18.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 34,582 | $140.3 萬 | 0.7% | −963−2.7% | 減碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 27,468 | $129.8 萬 | 0.6% | −510−1.8% | 減碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 25,496 | $129.0 萬 | 0.6% | −7,052−21.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,454 | $127.1 萬 | 0.6% | −474−16.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,573 | $125.0 萬 | 0.6% | −11,899−26.8% | 減碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 28,188 | $123.8 萬 | 0.6% | −6,477−18.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 28,084 | $113.7 萬 | 0.6% | −829−2.9% | 減碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 21,127 | $109.0 萬 | 0.5% | −5,810−21.6% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,535 | $104.8 萬 | 0.5% | +6+0.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 18,923 | $91.4 萬 | 0.5% | +18,923 | 新進 | – |
| ALLAllstate Corp | Stock | 4,166 | $89.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 20,773 | $85.3 萬 | 0.4% | −80.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 18,276 | $84.5 萬 | 0.4% | −5,263−22.4% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 18,197 | $83.3 萬 | 0.4% | −6,282−25.7% | 減碼 | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 16,448 | $80.6 萬 | 0.4% | +16,448 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,946 | $77.9 萬 | 0.4% | +1,761+21.5% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 994 | $74.2 萬 | 0.4% | 00.0% | 不變 | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 19,394 | $73.9 萬 | 0.4% | −2,737−12.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,640 | $67.9 萬 | 0.3% | −7,374−67.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 26,876 | $67.1 萬 | 0.3% | −8,167−23.3% | 減碼 | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 20,144 | $64.4 萬 | 0.3% | −2,821−12.3% | 減碼 | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 20,428 | $64.1 萬 | 0.3% | −2,808−12.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 960 | $64.0 萬 | 0.3% | +55+6.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 15,653 | $62.8 萬 | 0.3% | −710−4.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 23,936 | $60.3 萬 | 0.3% | +5,806+32.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 11,586 | $58.6 萬 | 0.3% | +11,586 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 2,624 | $57.6 萬 | 0.3% | +296+12.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,748 | $57.4 萬 | 0.3% | +832+90.8% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 2,863 | $52.2 萬 | 0.3% | +114+4.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,113 | $51.4 萬 | 0.3% | +262+14.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 10,117 | $50.2 萬 | 0.3% | +10,117 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $49.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 737 | $49.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 14,626 | $47.4 萬 | 0.2% | +14,626 | 新進 | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 10,136 | $46.4 萬 | 0.2% | +10,136 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,171 | $43.6 萬 | 0.2% | +747+21.8% | 加碼 | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 16,119 | $42.8 萬 | 0.2% | +4,617+40.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,737 | $40.2 萬 | 0.2% | −516−22.9% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 7,682 | $39.9 萬 | 0.2% | −2,361−23.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 11,366 | $39.6 萬 | 0.2% | +11,366 | 新進 | – |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 14,815 | $39.2 萬 | 0.2% | +14,815 | 新進 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 14,581 | $37.3 萬 | 0.2% | −3,844−20.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,689 | $35.6 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C839 | US EQT ULTRA BF | 9,287 | $35.4 萬 | 0.2% | +9,287 | 新進 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 10,666 | $34.8 萬 | 0.2% | −2,596−19.6% | 減碼 | – |
| VanEck ETF Trust92189H748 | CLO ETF | 6,524 | $34.6 萬 | 0.2% | −2,328−26.3% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,585 | $34.1 萬 | 0.2% | −190−5.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 6,085 | $33.6 萬 | 0.2% | −196−3.1% | 減碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 7,037 | $33.0 萬 | 0.2% | −6,119−46.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,915 | $32.9 萬 | 0.2% | +222+8.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 11,736 | $32.4 萬 | 0.2% | +2,032+20.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,623 | $32.1 萬 | 0.2% | −95−1.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 20,874 | $31.7 萬 | 0.2% | +20,874 | 新進 | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 11,036 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,172 | $31.0 萬 | 0.2% | +301+6.2% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,212 | $30.5 萬 | 0.2% | −500−29.2% | 減碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,296 | $30.1 萬 | 0.2% | +42+1.9% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,705 | $29.8 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 903 | $29.8 萬 | 0.1% | +168+22.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 889 | $29.5 萬 | 0.1% | +67+8.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 10,312 | $29.1 萬 | 0.1% | +1,203+13.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 6,967 | $29.0 萬 | 0.1% | −66−0.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,138 | $28.4 萬 | 0.1% | +1,018+24.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 7,291 | $28.3 萬 | 0.1% | −26−0.4% | 減碼 | – |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,487 | $47.6 萬 | 0.3% | – |
| Innovator ETFs Trust45784N726 | EQUI DEFI 1 APRI | 17,319 | $43.4 萬 | 0.2% | – |
| WMTWalmart Inc. | Stock | 4,360 | $42.6 萬 | 0.2% | 歷史 |
| WCNWaste Connections, Inc. | COM | 2,169 | $40.5 萬 | 0.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 457 | $35.6 萬 | 0.2% | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 6,912 | $28.0 萬 | 0.2% | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,634 | $26.2 萬 | 0.1% | – |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 8,282 | $25.9 萬 | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 2,092 | $23.2 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,435 | $20.4 萬 | 0.1% | 歷史 |