Bauman Advisory Group, LLC
- SEC CIK
- 0002111802
- 最新申報
- 2026/8/4
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/20 申報。只含多頭部位。
- 持股檔數
- 51
- 2025 年第 3 季沒有申報
- 總值
- $1.24 億
- 2025 年第 3 季沒有申報
Bauman Advisory Group, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 445,771 | $3,576 萬 | 28.8% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 48,094 | $1,216 萬 | 9.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 240,386 | $784.1 萬 | 6.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 117,481 | $775.4 萬 | 6.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 40,330 | $484.7 萬 | 3.9% | – | – | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 111,164 | $477.9 萬 | 3.9% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 80,815 | $462.6 萬 | 3.7% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 89,932 | $455.0 萬 | 3.7% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 70,467 | $371.9 萬 | 3.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 33,767 | $344.4 萬 | 2.8% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 62,708 | $268.8 萬 | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 9,393 | $255.4 萬 | 2.1% | – | – | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 36,734 | $190.2 萬 | 1.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 67,842 | $186.1 萬 | 1.5% | – | – | – |
| Zacks Trust98888G204 | SMALL/MID CAP | 50,050 | $185.1 萬 | 1.5% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 20,269 | $152.1 萬 | 1.2% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 20,781 | $120.8 萬 | 1.0% | – | – | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 17,529 | $118.6 萬 | 1.0% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,380 | $114.7 萬 | 0.9% | – | – | – |
| WMTWalmart Inc. | Stock | 10,239 | $114.1 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,357 | $114.0 萬 | 0.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,235 | $106.5 萬 | 0.9% | – | – | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 13,914 | $106.1 萬 | 0.9% | – | – | 歷史 |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 10,990 | $103.3 萬 | 0.8% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 10,200 | $101.2 萬 | 0.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 5,417 | $101.0 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,982 | $91.9 萬 | 0.7% | – | – | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 15,144 | $79.6 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,237 | $72.1 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,157 | $67.7 萬 | 0.5% | – | – | 歷史 |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 4,898 | $60.8 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,742 | $54.5 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 21,760 | $51.5 萬 | 0.4% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,997 | $51.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,234 | $48.1 萬 | 0.4% | – | – | – |
| SRESempra | Stock | 5,319 | $47.0 萬 | 0.4% | – | – | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 1,552 | $46.7 萬 | 0.4% | – | – | – |
| Defiance Quantum ETF26922A420 | ETF | 3,977 | $43.6 萬 | 0.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,400 | $42.0 萬 | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,403 | $41.9 萬 | 0.3% | – | – | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 8,095 | $40.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,173 | $39.3 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 816 | $36.7 萬 | 0.3% | – | – | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 7,201 | $36.4 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 490 | $32.4 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 836 | $29.3 萬 | 0.2% | – | – | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 20,660 | $26.6 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 744 | $25.7 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 777 | $23.8 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,168 | $23.1 萬 | 0.2% | – | – | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,677 | $10.4 萬 | 0.1% | – | – | 歷史 |