Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 407
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.63 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，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 |
|---|---|---|---|---|---|---|---|
| PMVPPMV Pharmaceuticals, Inc. | COM | 854,684 | $2,811 萬 | 6.1% | – | – | 歷史 |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 207,488 | $2,320 萬 | 5.0% | – | – | – |
| BABoeing Co | Stock | 62,996 | $1,605 萬 | 3.5% | – | – | 歷史 |
| ITTItt Inc. | COM | 171,908 | $1,563 萬 | 3.4% | – | – | 歷史 |
| CBChubb Ltd | Stock | 90,145 | $1,424 萬 | 3.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 468,233 | $1,290 萬 | 2.8% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 279,349 | $953.7 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 74,095 | $905.1 萬 | 2.0% | – | – | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 269,464 | $850.2 萬 | 1.8% | – | – | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 273,602 | $740.9 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 30,140 | $710.6 萬 | 1.5% | – | – | 歷史 |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 272,124 | $708.7 萬 | 1.5% | – | – | – |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 54,968 | $682.6 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,183 | $675.5 萬 | 1.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,803 | $579.8 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,696 | $556.1 萬 | 1.2% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 49,909 | $528.3 萬 | 1.1% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 89,469 | $527.5 萬 | 1.1% | – | – | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 87,157 | $453.9 萬 | 1.0% | – | – | – |
| VZVerizon Communications Inc | Stock | 77,455 | $450.4 萬 | 1.0% | – | – | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 118,681 | $425.4 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 14,401 | $424.2 萬 | 0.9% | – | – | 歷史 |
| ProShares Tr74347X294 | HD REPLICATION | 80,845 | $418.5 萬 | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,232 | $407.1 萬 | 0.9% | – | – | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 107,028 | $352.7 萬 | 0.8% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 44,827 | $345.6 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,587 | $340.3 萬 | 0.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 11,910 | $329.0 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 6,375 | $303.0 萬 | 0.7% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 19,651 | $289.7 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 90,288 | $273.6 萬 | 0.6% | – | – | – |
| ABTAbbott Laboratories | Stock | 22,325 | $267.5 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 22,145 | $261.9 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 11,816 | $250.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 24,435 | $247.0 萬 | 0.5% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 69,303 | $246.3 萬 | 0.5% | – | – | – |
| ASMLASML Holding NV | ADR | 3,985 | $246.0 萬 | 0.5% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 19,853 | $238.1 萬 | 0.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 43,061 | $225.7 萬 | 0.5% | – | – | – |
| MAMastercard Inc | Stock | 6,216 | $221.3 萬 | 0.5% | – | – | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 43,147 | $220.5 萬 | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 72,169 | $218.5 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 24,785 | $213.8 萬 | 0.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 13,240 | $211.8 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,805 | $210.4 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,647 | $206.2 萬 | 0.4% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 8,432 | $204.8 萬 | 0.4% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 1,378 | $202.9 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 10,499 | $190.6 萬 | 0.4% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 24,212 | $188.1 萬 | 0.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,032 | $186.6 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,931 | $183.5 萬 | 0.4% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 20,435 | $181.3 萬 | 0.4% | – | – | – |
| ZTSZoetis Inc. | Stock | 10,804 | $170.1 萬 | 0.4% | – | – | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 42,300 | $169.7 萬 | 0.4% | – | – | – |
| CRMSalesforce, Inc. | Stock | 7,758 | $164.4 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,966 | $154.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,023 | $153.1 萬 | 0.3% | – | – | – |
| CPCanadian Pacific Kansas City Ltd | COM | 4,025 | $152.7 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,038 | $151.9 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 13,891 | $151.8 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,259 | $150.9 萬 | 0.3% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 5,437 | $150.7 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 46,508 | $148.5 萬 | 0.3% | – | – | – |
| MCKMcKesson Corp | Stock | 7,528 | $146.8 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 22,135 | $141.7 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,794 | $135.4 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 37,161 | $134.6 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 12,073 | $131.4 萬 | 0.3% | – | – | – |
| ADPTAdaptive Biotechnologies Corp | COM | 32,388 | $130.4 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 9,691 | $128.8 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,972 | $126.8 萬 | 0.3% | – | – | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 121,678 | $123.7 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 34,765 | $118.4 萬 | 0.3% | – | – | – |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 18,346 | $114.1 萬 | 0.2% | – | – | – |
| ALCAlcon Inc | Stock | 16,210 | $113.8 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 16,586 | $113.3 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,000 | $113.0 萬 | 0.2% | – | – | – |
| LULUlululemon athletica inc. | Stock | 3,625 | $111.2 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,227 | $110.0 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 20,230 | $109.5 萬 | 0.2% | – | – | 歷史 |
| RMDResmed Inc | COM | 5,642 | $109.5 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 982 | $108.7 萬 | 0.2% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 13,782 | $108.6 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 17,168 | $108.4 萬 | 0.2% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 2,801 | $107.6 萬 | 0.2% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 5,138 | $107.5 萬 | 0.2% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 27,196 | $107.4 萬 | 0.2% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 14,522 | $106.5 萬 | 0.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,855 | $104.3 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 20,273 | $103.7 萬 | 0.2% | – | – | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 24,850 | $103.1 萬 | 0.2% | – | – | – |
| MTDMettler Toledo International Inc | COM | 889 | $102.7 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 16,412 | $102.0 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,794 | $101.9 萬 | 0.2% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,609 | $100.5 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,944 | $99.9 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,284 | $98.6 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 4,113 | $93.4 萬 | 0.2% | – | – | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 14,658 | $91.4 萬 | 0.2% | – | – | – |