Chris Bulman Inc
- SEC CIK
- 0002032404
- 最新申報
- 2026/7/22
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/22 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 165
- 較 2026 年第 1 季 +15
- 總值
- $2.74 億
- 較 2026 年第 1 季 +$4,553 萬 (+19.9%)
| 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 | 35,322 | $2,426 萬 | 8.9% | +6,140+21.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 233,836 | $1,895 萬 | 6.9% | +18,568+8.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,466 | $1,875 萬 | 6.8% | +2,642+11.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 49,519 | $1,433 萬 | 5.2% | +4,402+9.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 91,934 | $887.1 萬 | 3.2% | +13,377+17.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 226,813 | $828.5 萬 | 3.0% | −2,285−1.0% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 180,016 | $778.2 萬 | 2.8% | +19,706+12.3% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 169,980 | $733.3 萬 | 2.7% | +31,288+22.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 214,147 | $679.1 萬 | 2.5% | +35,899+20.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 306,389 | $599.6 萬 | 2.2% | +18,621+6.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,027 | $567.2 萬 | 2.1% | −894−3.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,326 | $552.0 萬 | 2.0% | −3,187−12.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,950 | $544.1 萬 | 2.0% | −331−1.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 58,911 | $507.5 萬 | 1.9% | −5,691−8.8% | 減碼依 6 比 1 拆股換算 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 88,483 | $483.4 萬 | 1.8% | +15,475+21.2% | 加碼 | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 105,914 | $442.5 萬 | 1.6% | −1,915−1.8% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 48,264 | $370.2 萬 | 1.4% | +4,844+11.2% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 67,003 | $340.6 萬 | 1.2% | −6,277−8.6% | 減碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 78,200 | $323.0 萬 | 1.2% | +7,606+10.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,352 | $312.4 萬 | 1.1% | −3,035−8.6% | 減碼 | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 70,185 | $302.2 萬 | 1.1% | −990−1.4% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 64,505 | $297.0 萬 | 1.1% | −3,018−4.5% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,652 | $287.1 萬 | 1.0% | −3,774−9.8% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,108 | $273.7 萬 | 1.0% | −1,016−10.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 6,416 | $269.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 57,959 | $269.0 萬 | 1.0% | −10,329−15.1% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 56,987 | $260.1 萬 | 0.9% | −427−0.7% | 減碼 | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 52,710 | $246.9 萬 | 0.9% | +5,223+11.0% | 加碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 44,641 | $237.5 萬 | 0.9% | −6,782−13.2% | 減碼 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 50,400 | $231.3 萬 | 0.8% | −6,585−11.6% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,899 | $208.6 萬 | 0.8% | +3,343+8.7% | 加碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 60,893 | $202.2 萬 | 0.7% | −300−0.5% | 減碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 58,807 | $201.5 萬 | 0.7% | +8,391+16.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,594 | $193.9 萬 | 0.7% | −2,328−10.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 43,286 | $179.3 萬 | 0.7% | +111+0.3% | 加碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 31,030 | $178.8 萬 | 0.7% | +6,926+28.7% | 加碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 33,166 | $174.6 萬 | 0.6% | −1,322−3.8% | 減碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 36,275 | $173.3 萬 | 0.6% | +4,962+15.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 37,258 | $164.0 萬 | 0.6% | −1,168−3.0% | 減碼 | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 35,603 | $157.9 萬 | 0.6% | −5,215−12.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,267 | $157.9 萬 | 0.6% | +778+22.3% | 加碼 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 34,050 | $143.7 萬 | 0.5% | +977+3.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 29,614 | $131.0 萬 | 0.5% | +1,501+5.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,467 | $129.4 萬 | 0.5% | +394+6.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 29,910 | $128.7 萬 | 0.5% | +83+0.3% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 23,803 | $117.8 萬 | 0.4% | −2,205−8.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,556 | $116.5 萬 | 0.4% | +749+92.8% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 22,804 | $115.5 萬 | 0.4% | −2,469−9.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,227 | $114.8 萬 | 0.4% | −194−13.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,134 | $112.0 萬 | 0.4% | +154+5.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 21,208 | $103.5 萬 | 0.4% | −3,843−15.3% | 減碼 | – |
| ALLAllstate Corp | Stock | 4,166 | $99.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,640 | $98.5 萬 | 0.4% | +81+3.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 8,240 | $98.5 萬 | 0.4% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 19,232 | $87.1 萬 | 0.3% | −426−2.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 21,570 | $84.7 萬 | 0.3% | +1,532+7.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 33,420 | $83.2 萬 | 0.3% | +3,857+13.0% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 14,037 | $82.6 萬 | 0.3% | −440−3.0% | 減碼 | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 16,507 | $78.2 萬 | 0.3% | +16,507 | 新進 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 34,877 | $78.0 萬 | 0.3% | −3,181−8.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,258 | $77.7 萬 | 0.3% | +524+19.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,833 | $77.6 萬 | 0.3% | +10.0% | 加碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 35,591 | $77.1 萬 | 0.3% | −3,237−8.3% | 減碼 | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 15,515 | $75.5 萬 | 0.3% | +11,168+256.9% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 16,272 | $74.0 萬 | 0.3% | −1,967−10.8% | 減碼 | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 20,663 | $72.7 萬 | 0.3% | −383−1.8% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 964 | $72.0 萬 | 0.3% | +9+0.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 12,625 | $69.6 萬 | 0.3% | −1,470−10.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 17,699 | $69.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,701 | $69.1 萬 | 0.3% | +2,766+39.9% | 加碼 | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 21,163 | $68.9 萬 | 0.3% | −355−1.6% | 減碼 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 13,066 | $68.9 萬 | 0.3% | −59−0.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 13,843 | $68.2 萬 | 0.2% | +9,201+198.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 11,471 | $63.2 萬 | 0.2% | −114−1.0% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,484 | $63.1 萬 | 0.2% | +12,484 | 新進 | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 23,494 | $61.0 萬 | 0.2% | −809−3.3% | 減碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,676 | $58.7 萬 | 0.2% | −14−0.8% | 減碼 | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 5,794 | $58.3 萬 | 0.2% | +5,794 | 新進 | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 20,314 | $56.1 萬 | 0.2% | −264−1.3% | 減碼 | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 10,459 | $56.1 萬 | 0.2% | −310−2.9% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,393 | $55.5 萬 | 0.2% | +3,393 | 新進 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 10,368 | $55.2 萬 | 0.2% | +3,863+59.4% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 24,939 | $55.2 萬 | 0.2% | −3,188−11.3% | 減碼 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 11,338 | $54.2 萬 | 0.2% | −7,388−39.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,436 | $50.8 萬 | 0.2% | +1,436 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,003 | $50.4 萬 | 0.2% | +20+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,329 | $50.2 萬 | 0.2% | +294+28.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F169 | FT VEST INTL ETF | 21,185 | $49.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 8,589 | $49.5 萬 | 0.2% | +8,589 | 新進 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $49.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U372 | FT VEST US EQUIT | 15,494 | $49.1 萬 | 0.2% | +15,494 | 新進 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,041 | $49.0 萬 | 0.2% | −422−5.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 14,985 | $44.5 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46654Q625 | JPMORGAN NASDAQ | 7,143 | $43.7 萬 | 0.2% | +7,143 | 新進 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 6,429 | $43.4 萬 | 0.2% | +6,429 | 新進 | – |
| INTCIntel Corp | Stock | 2,945 | $41.1 萬 | 0.2% | +2,945 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,509 | $40.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 564 | $40.8 萬 | 0.1% | −371−39.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 14,588 | $40.2 萬 | 0.1% | +131+0.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734X739 | BLOOMBERG AI ETF | 7,336 | $39.9 萬 | 0.1% | +981+15.4% | 加碼 | – |
2026 年第 1 季之後清倉（16 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 9,395 | $45.1 萬 | 0.2% | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 8,559 | $32.7 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 1,327 | $30.0 萬 | 0.1% | 歷史 |
| RTXRTX Corp | Stock | 1,361 | $26.3 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 8,644 | $25.1 萬 | 0.1% | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 6,597 | $24.6 萬 | 0.1% | – |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 6,330 | $24.6 萬 | 0.1% | – |
| AXPAmerican Express Co | Stock | 802 | $24.3 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,376 | $21.4 萬 | 0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,101 | $21.3 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 681 | $21.2 萬 | 0.1% | 歷史 |
| PORPortland General Electric Co | COM NEW | 3,861 | $20.4 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 6,905 | $20.0 萬 | 0.1% | 歷史 |
| KEYKeycorp | COM | 9,858 | $19.8 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 11,154 | $17.5 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 11,368 | $13.1 萬 | 0.1% | 歷史 |