PERSONAL CFO SOLUTIONS, LLC

SEC CIK
0001677501

2026 年第 2 季 持倉

持倉截至 2026/6/30,申報日 2026/8/7。SEC

持股檔數
529
較 2026 年第 1 季 +9
總值
$6.92 億
較 2026 年第 1 季 −$2,001.45 萬 (−2.8%)

跟 2026 年第 1 季 比較:新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季 比股數。

PERSONAL CFO SOLUTIONS, LLC 在 2026 年第 2 季 的持倉
證券類別股數市值佔組合 %股數變化動作歷年
CBCHUBB LIMITED COMStock200,378$6,848.11 萬9.90%+8,196+4.3%加碼查看
AAPLAPPLE INC COMStock147,071$4,255.63 萬6.15%+9,454+6.9%加碼查看
GOOGALPHABET INC CAP STK CL CStock56,356$2,013.99 萬2.91%+18,848+50.3%加碼查看
INNOVATOR ETFS TRUST45783Y855DEFINED WLT SHLD563,980$1,932.76 萬2.79%+13,702+2.5%加碼–
NVDANVIDIA CORPORATION COMStock94,496$1,890.77 萬2.73%+5,632+6.3%加碼查看
AMZNAMAZON COM INC COMStock63,968$1,524.62 萬2.20%+5,167+8.8%加碼查看
ISHARES MSCI EAFE ETF464287465ETF137,598$1,429.37 萬2.07%+130,536+1,848.4%加碼–
MSFTMICROSOFT CORP COMStock36,298$1,353.99 萬1.96%+1,676+4.8%加碼查看
GOOGLALPHABET INC CAP STK CL AStock36,890$1,303.43 萬1.88%−20,272−35.5%減碼查看
THORNBURG ETF TR88521L207MULTI SECTOR BD466,553$1,182.71 萬1.71%+22,001+4.9%加碼–
ITTITT INCCOM59,338$1,175.75 萬1.70%−41−0.1%減碼查看
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF78,298$972.23 萬1.41%+78,298新進–
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR18,102$866.1 萬1.25%+995+5.8%加碼查看
ISHARES TR46434V456MSCI INTL QUALTY163,109$808.2 萬1.17%+5,803+3.7%加碼–
ISHARES TR464288885EAFE GRWTH ETF55,301$688.05 萬0.99%+526+1.0%加碼–
SPYSTATE STREET SPDR S&P 500 ETFETF8,989$673 萬0.97%−174−1.9%減碼查看
AVGOBROADCOM INC COMStock17,087$645.47 萬0.93%−540−3.1%減碼查看
TSLATESLA INC COMStock12,910$542.99 萬0.78%+696+5.7%加碼查看
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock10,769$538.85 萬0.78%+189+1.8%加碼查看
STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS5,097$492.26 萬0.71%−333−6.1%減碼查看
LLYELI LILLY & CO COMStock4,041$484.65 萬0.70%−439−9.8%減碼查看
METAMETA PLATFORMS INC CL AStock8,533$480.68 萬0.69%+1,141+15.4%加碼查看
LINLINDE PLC SHSStock8,498$440.98 萬0.64%+189+2.3%加碼查看
GLDSPDR GOLD SHARESETF11,346$417.95 萬0.60%−1,218−9.7%減碼查看
CVXCHEVRON CORPORATION COMStock24,314$403.04 萬0.58%+52+0.2%加碼查看
BABOEING CO COMStock18,176$393.46 萬0.57%−33−0.2%減碼查看
VVISA INC COM CL AStock11,091$380.53 萬0.55%−1,245−10.1%減碼查看
JNJJOHNSON & JOHNSON COMStock14,929$379.15 萬0.55%+1,559+11.7%加碼查看
ISHARES TR464288513IBOXX HI YD ETF46,446$371.43 萬0.54%+4,257+10.1%加碼–
AXPAMERICAN EXPRESS CO COMStock10,480$354.49 萬0.51%−142−1.3%減碼查看
ASMLASML HLDG NV N Y REGISTRY SHSADR1,672$332.69 萬0.48%−39−2.3%減碼查看
JPMJPMORGAN CHASE & CO COMStock9,982$326.74 萬0.47%+131+1.3%加碼查看
MRKMERCK & CO INC COMStock24,511$317.03 萬0.46%+607+2.5%加碼查看
INTCINTEL CORP COMStock21,586$301.41 萬0.44%+2,973+16.0%加碼查看
MAMASTERCARD INCORPORATED CL AStock5,791$297.43 萬0.43%−1,041−15.2%減碼查看
RTXRTX CORPORATION COMStock15,525$294.56 萬0.43%−306−1.9%減碼查看
AMDADVANCED MICRO DEVICES INC COMStock5,011$291.08 萬0.42%+784+18.5%加碼查看
VZVERIZON COMMUNICATIONS INC COMStock68,080$288.25 萬0.42%+1,065+1.6%加碼查看
LRCXLAM RESEARCH CORP COM NEWStock6,623$287.19 萬0.42%−590−8.2%減碼查看
MUMICRON TECHNOLOGY INC COMStock2,480$286.21 萬0.41%+392+18.8%加碼查看
PMPHILIP MORRIS INTL INC COMStock15,533$283.29 萬0.41%+362+2.4%加碼查看
AMATAPPLIED MATLS INC COMStock3,903$282.22 萬0.41%+99+2.6%加碼查看
MOALTRIA GROUP INC COMStock35,907$262.14 萬0.38%−198−0.5%減碼查看
GEGE AEROSPACE COM NEWStock6,915$258.44 萬0.37%−414−5.6%減碼查看
UNHUNITEDHEALTH GROUP INC COMStock5,943$247.02 萬0.36%+363+6.5%加碼查看
GSGOLDMAN SACHS GROUP INC COMStock2,425$245.26 萬0.35%+30+1.3%加碼查看
ORCLORACLE CORP COMStock16,549$242.53 萬0.35%−947−5.4%減碼查看
CBRECBRE GROUP INCCL A16,925$227.96 萬0.33%+105+0.6%加碼查看
BACBANK OF AMER CORP COMStock39,972$227.76 萬0.33%+2,946+8.0%加碼查看
GEVGE VERNOVA INC COMStock1,889$222.06 萬0.32%+418+28.4%加碼查看
KOCOCA COLA CO COMStock26,859$219.71 萬0.32%+1,357+5.3%加碼查看
NVSNOVARTIS AG SPONSORED ADRADR13,900$217.84 萬0.31%+2,069+17.5%加碼查看
GDGENERAL DYNAMICS CORP COMStock6,121$216.83 萬0.31%+10+0.2%加碼查看
SESEA LTDSPONSORD ADS22,352$214.2 萬0.31%+2,510+12.6%加碼查看
AZNASTRAZENECA PLC ORDADR11,123$210.92 萬0.30%+606+5.8%加碼查看
CSCOCISCO SYS INC COMStock17,765$208.67 萬0.30%−1,890−9.6%減碼查看
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF39,007$207.17 萬0.30%+330+0.9%加碼–
IBMINTERNATIONAL BUSINESS MACHS COMStock7,327$206.05 萬0.30%−47−0.6%減碼查看
MCKMCKESSON CORP COMStock2,662$201.4 萬0.29%−25−0.9%減碼查看
GLWCORNING INCCOM7,719$197.16 萬0.28%−1,814−19.0%減碼查看
CCITIGROUP INC COM NEWStock14,027$196.32 萬0.28%+58+0.4%加碼查看
YUMYUM BRANDS INC COMStock12,090$193.28 萬0.28%+2,531+26.5%加碼查看
NFLXNETFLIX INC. COMStock26,616$190.04 萬0.27%−815−3.0%減碼查看
ABBVABBVIE INC COMStock7,480$188.23 萬0.27%+1,626+27.8%加碼查看
CARRCARRIER GLOBAL CORPORATION COMStock24,912$182.73 萬0.26%+241+1.0%加碼查看
NOWSERVICENOW INC COMStock18,404$182.71 萬0.26%−3,176−14.7%減碼查看
WDCWESTERN DIGITAL CORPCOM2,812$179.59 萬0.26%−2,045−42.1%減碼查看
WMTWALMART INC COMStock15,806$179.02 萬0.26%−45−0.3%減碼查看
TAT&T INC COMStock85,277$176.52 萬0.26%−499−0.6%減碼查看
ETENERGY TRANSFER L PCOM UT LTD PTN88,931$170.04 萬0.25%+9,013+11.3%加碼查看
WRBBERKLEY W R CORPCOM23,856$169.69 萬0.25%+54+0.2%加碼查看
PFEPFIZER INC COMStock66,535$160.22 萬0.23%−1,698−2.5%減碼查看
SPDR SERIES TRUST78468R622ST BLOO HIGH ETF16,531$159.31 萬0.23%+1,612+10.8%加碼–
MPCMARATHON PETE CORP COMStock5,905$150.97 萬0.22%−141−2.3%減碼查看
MSMORGAN STANLEY COM NEWStock7,157$149.62 萬0.22%+216+3.1%加碼查看
VLOVALERO ENERGY CORP COMStock5,729$149.21 萬0.22%−93−1.6%減碼查看
COSTCOSTCO WHOLESALE CORPORATION COMStock1,574$147.23 萬0.21%+27+1.7%加碼查看
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF16,493$142.07 萬0.21%+13,915+539.8%加碼–
DDOMINION ENERGY INC COMStock20,559$140.4 萬0.20%−472−2.2%減碼查看
PLTRPALANTIR TECHNOLOGIES INC CL AStock11,898$138.81 萬0.20%+44+0.4%加碼查看
QCOMQUALCOMM INC COMStock7,436$137.41 萬0.20%−2,173−22.6%減碼查看
CTVACORTEVA INC COMStock15,949$135.07 萬0.20%+246+1.6%加碼查看
KLACKLA CORPCOM NEW4,467$134.78 萬0.19%+3,981+819.1%加碼查看
SOSOUTHERN CO COMStock13,859$132.65 萬0.19%+25+0.2%加碼查看
AONAON PLCCL A3,993$132.43 萬0.19%−2,338−36.9%減碼查看
RBARB GLOBAL INCCOM11,288$131.45 萬0.19%+96+0.9%加碼查看
CAHCARDINAL HEALTH INC COMStock5,517$131.05 萬0.19%−98−1.7%減碼查看
HDHOME DEPOT INC COMStock3,695$130.32 萬0.19%+58+1.6%加碼查看
WELLWELLTOWER INC COMREIT5,728$130.01 萬0.19%+737+14.8%加碼查看
ACNACCENTURE PLC IRELAND SHS CLASS AStock10,395$129.35 萬0.19%+153+1.5%加碼查看
TJXTJX COS INC NEW COMStock8,529$129.21 萬0.19%−129−1.5%減碼查看
CPCANADIAN PACIFIC KANSAS CITYCOM14,833$128.81 萬0.19%−837−5.3%減碼查看
COFCAPITAL ONE FINL CORP COMStock6,407$128.54 萬0.19%−75−1.2%減碼查看
NTAPNETAPP INC COMStock8,288$128.26 萬0.19%−678−7.6%減碼查看
PGPROCTER & GAMBLE CO COMStock8,724$127.93 萬0.18%+52+0.6%加碼查看
APHAMPHENOL CORP NEWCL A7,234$127.72 萬0.18%+424+6.2%加碼查看
MDTMEDTRONIC PLC SHSStock15,838$125.04 萬0.18%−1,851−10.5%減碼查看
CRWDCROWDSTRIKE HLDGS INC CL AStock1,625$124.01 萬0.18%−182−10.1%減碼查看
AEPAMERICAN ELEC PWR CO INC COMStock8,658$118.45 萬0.17%+4,332+100.1%加碼查看
LLOEWS CORPCOM10,419$117.95 萬0.17%+10,419新進查看

2026 年第 1 季 之後清倉(73 檔)

2026 年第 1 季 季末還持有、這份申報已經沒有的部位。

PERSONAL CFO SOLUTIONS, LLC 在 2026 年第 1 季 之後清倉的部位
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 %
INNOVATOR ETFS TRUST45782C508US EQTY PWR BUF593,514$2,737.88 萬3.85%
INNOVATOR ETFS TRUST45783Y350INTL DEVELOPED P540,694$1,611.84 萬2.26%
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679ETF128,329$1,416.63 萬1.99%
INNOVATOR ETFS TRUST45782C409US EQTY BUFR JAN234,460$1,250.38 萬1.76%
INNOVATOR ETFS TRUST45784N783US SM CAP BUFFER301,625$847.13 萬1.19%
INNOVATOR ETFS TRUST45783Y780US EQT ACC 9 BFR269,799$843.93 萬1.19%
INNOVATOR ETFS TRUST45782C466GRWT100 PWR BF157,211$839.04 萬1.18%
SCHWAB US DIVIDEND EQUITY ETF808524797ETF170,652$523.56 萬0.74%
XOMEXXON MOBIL CORPCOM27,189$461.29 萬0.65%
INNOVATOR ETFS TRUST45782C516EMRGNG MKT JAN74,162$251.63 萬0.35%
ISHARES S&P 500 GROWTH ETF464287309ETF17,667$199.83 萬0.28%
FIRST TRUST CLOUD COMPUTING ETF33734X192ETF14,977$163.78 萬0.23%
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF7,672$147.15 萬0.21%
ISHARES S&P 500 VALUE ETF464287408ETF5,796$122.39 萬0.17%
ISHARES RUSSELL 2000 ETF464287655ETF3,310$82.09 萬0.12%
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852ETF6,651$73.73 萬0.10%
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT3,733$71.65 萬0.10%
HONHoneywell TechnologiesCOM3,084$69.7 萬0.10%
IAUISHARES GOLD TRUSTETF6,997$61.69 萬0.09%
EMBJEMBRAER S.A. SPONSORED ADSADR10,043$59.59 萬0.08%
APTIV PLCG3265R115ORDINARY SHARES7,737$53.73 萬0.08%
ISHARES TR464288877EAFE VALUE ETF7,165$53.28 萬0.07%
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF6,604$46.06 萬0.06%
ISHARES TR46428743220 YR TR BD ETF5,116$44.35 萬0.06%
DDDUPONT DE NEMOURS INCCOM9,281$42.5 萬0.06%
EDCONSOLIDATED EDISON INC COMStock3,653$41.34 萬0.06%
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR3,294$41.33 萬0.06%
VICTORY PORTFOLIOS II92647N527CORE BD ETF8,781$41.29 萬0.06%
BPBP PLC SPONSORED ADRADR8,512$40.01 萬0.06%
HMYHARMONY GOLD MNG LTD SPONSORED ADRADR24,587$37.79 萬0.05%
RYAAYRYANAIR HOLDINGS PLCSPONSORED ADR6,513$37.64 萬0.05%
GTESGATES INDL CORP PLCORD SHS16,459$37.21 萬0.05%
SBSWSIBANYE STILLWATER LTDSPONSORED ADR28,400$35.87 萬0.05%
ISHARES S&P MID-CAP 400 GROWTH ETF464287606ETF3,557$35.79 萬0.05%
ISHARES TR46435G409MSCI INTL VLU FT8,995$35.69 萬0.05%
ASNDASCENDIS PHARMA A/SSPONSORED ADR1,519$34.74 萬0.05%
ISHARES TR464287515EXPANDED TECH4,195$33.58 萬0.05%
ISHARES TR464287150CORE S&P TTL STK2,236$31.85 萬0.04%
VNETVNET GROUP INCSPONSORED ADS A37,199$31.21 萬0.04%
BSXBOSTON SCIENTIFIC CORP COMStock4,939$30.99 萬0.04%
SPDR INDEX SHS FDS78463X202ST STR EU 50 ETF4,724$29.33 萬0.04%
GMABGENMAB A/SSPONSORED ADS10,866$29.15 萬0.04%
VANGUARD MUN BD FDS922907746TAX EXEMPT BD5,762$28.75 萬0.04%
KEPKOREA ELEC PWR CORPSPONSORED ADR19,825$28.25 萬0.04%
SPGIS&P GLOBAL INC COMStock649$27.61 萬0.04%
VNTVONTIER CORPORATION COMStock7,694$27.29 萬0.04%
CCLCARNIVAL CORPUNIT 99/99/999910,254$26.54 萬0.04%
ISHARES TR464288414NATIONAL MUN ETF2,476$26.29 萬0.04%
DXCMDEXCOM INCCOM4,145$26.03 萬0.04%
RMDRESMED INCCOM1,151$25.84 萬0.04%
GLOBAL X URANIUM ETF37954Y871ETF5,312$25.73 萬0.04%
ROLROLLINS INCCOM4,713$25.17 萬0.04%
MELIMERCADOLIBRE INCCOM144$24.9 萬0.03%
ICEINTERCONTINENTAL EXCHANGE INC COMStock1,546$24.32 萬0.03%
FUTUFUTU HLDGS LTDSPON ADS CL A1,778$24.32 萬0.03%
ISHARES TR46435U218ESG MSCI LEADR2,104$23.9 萬0.03%
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF6,282$22.75 萬0.03%
LKFNLAKELAND FINL CORPCOM3,859$22.15 萬0.03%
VLRSCONTROLADORA VUELA COMP DE ASPON ADR RP 1030,516$22.09 萬0.03%
NXSTNEXSTAR MEDIA GROUP INCCOMMON STOCK1,218$22.03 萬0.03%
HLNEHAMILTON LANE INCCL A2,186$21.84 萬0.03%
ISHARES RUSSELL MIDCAP ETF464287499ETF2,217$21.56 萬0.03%
ARGXARGENX SESPONSORED ADR293$21.4 萬0.03%
COINCOINBASE GLOBAL INCCOM CL A1,212$21.16 萬0.03%
CELHCELSIUS HLDGS INCCOM NEW5,900$20.93 萬0.03%
GLOBAL X FDS37954Y715RBTCS ARTFL INTE6,209$20.63 萬0.03%
PEGAPEGASYSTEMS INCCOM4,844$20.62 萬0.03%
PYPLPAYPAL HLDGS INC COMStock4,554$20.6 萬0.03%
KMIKINDER MORGAN INC DEL COMStock6,042$20.26 萬0.03%
FSVFIRSTSERVICE CORP NEWCOM1,445$20.11 萬0.03%
PCORPROCORE TECHNOLOGIES INCCOM3,528$20.11 萬0.03%
GHYPGIM GLOBAL HIGH YIELD FD FOCOM11,706$13.64 萬0.02%
CLVTCLARIVATE PLCORD SHS11,944$3.02 萬0.00%

各季 13F 申報

PERSONAL CFO SOLUTIONS, LLC 各季的 13F 申報
季度申報日持股檔數總值變化申報原文
2026 年第 2 季2026/8/7529$6.92 億與 2026 年第 1 季 比較SEC
2026 年第 1 季2026/4/30520$7.12 億與 2025 年第 4 季 比較SEC
2025 年第 4 季2026/1/22504$6.3 億與 2025 年第 3 季 比較SEC
2025 年第 3 季2025/11/10495$5.7 億與 2025 年第 2 季 比較SEC
2025 年第 2 季2025/8/12481$5.41 億與 2025 年第 1 季 比較SEC
2025 年第 1 季2025/4/30448$4.93 億與 2024 年第 4 季 比較SEC
2024 年第 4 季2025/2/7457$5.08 億與 2024 年第 3 季 比較SEC
2024 年第 3 季2024/11/14561$7.16 億與 2024 年第 2 季 比較SEC
2024 年第 2 季2024/8/9531$6.51 億與 2024 年第 1 季 比較SEC
2024 年第 1 季2024/5/13541$6.41 億與 2023 年第 4 季 比較SEC
2023 年第 4 季2024/2/13511$5.78 億與 2023 年第 3 季 比較SEC
2023 年第 3 季2023/11/13455$5.06 億與 2023 年第 2 季 比較SEC
2023 年第 2 季2023/8/10467$4.93 億與 2023 年第 1 季 比較SEC
2023 年第 1 季2023/5/9470$4.84 億與 2022 年第 4 季 比較SEC
2022 年第 4 季2023/2/14458$4.72 億與 2022 年第 3 季 比較SEC
2022 年第 3 季2022/11/1414$3.98 億與 2022 年第 2 季 比較SEC
2022 年第 2 季2022/8/5430$4.26 億與 2022 年第 1 季 比較SEC
2022 年第 1 季2022/5/2472$5.07 億與 2021 年第 4 季 比較SEC
2021 年第 4 季2022/2/11476$5.34 億與 2021 年第 3 季 比較SEC
2021 年第 3 季2021/11/18453$4.88 億與 2021 年第 2 季 比較SEC
2021 年第 2 季2021/7/22439$4.88 億與 2021 年第 1 季 比較SEC
2021 年第 1 季2021/4/21407$4.63 億–SEC