Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/22 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 439
- 較 2021 年第 1 季 +32
- 總值
- $4.88 億
- 較 2021 年第 1 季 +$2,573 萬 (+5.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 20,373 | $236.2 萬 | 0.5% | −1,952−8.7% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 18,262 | $238.8 萬 | 0.5% | −1,591−8.0% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 64,368 | $242.6 萬 | 0.5% | −4,935−7.1% | 減碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 45,316 | $244.1 萬 | 0.5% | +7,284+19.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,730 | $244.1 萬 | 0.5% | +4,083+17.3% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 15,924 | $245.3 萬 | 0.5% | −3,727−19.0% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,083 | $245.8 萬 | 0.5% | +3,022+7.0% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 24,571 | $257.4 萬 | 0.5% | +136+0.6% | 加碼 | – |
| VVisa Inc. | Stock | 11,342 | $265.2 萬 | 0.5% | −474−4.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 9,735 | $287.0 萬 | 0.6% | −2,175−18.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 127,052 | $340.8 萬 | 0.7% | +127,052 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 45,204 | $351.6 萬 | 0.7% | +377+0.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,104 | $357.5 萬 | 0.7% | −271−4.3% | 減碼 | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 107,598 | $360.7 萬 | 0.7% | +570+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,783 | $376.0 萬 | 0.8% | +196+2.3% | 加碼 | 歷史 |
| ProShares Tr74347X294 | HD REPLICATION | 81,282 | $425.3 萬 | 0.9% | +437+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,973 | $428.8 萬 | 0.9% | −259−2.5% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 78,076 | $437.5 萬 | 0.9% | +621+0.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 13,752 | $478.2 萬 | 1.0% | −649−4.5% | 減碼 | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 93,454 | $506.8 萬 | 1.0% | +6,297+7.2% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 113,701 | $524.3 萬 | 1.1% | +113,701 | 新進 | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 119,448 | $552.0 萬 | 1.1% | +119,448 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,564 | $642.6 萬 | 1.3% | −239−8.5% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 55,659 | $655.6 萬 | 1.3% | +5,750+11.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,691 | $657.1 萬 | 1.3% | −5−0.2% | 減碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 55,089 | $714.4 萬 | 1.5% | +121+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,098 | $721.8 萬 | 1.5% | −85−3.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,369 | $795.6 萬 | 1.6% | −771−2.6% | 減碼 | 歷史 |
| CNACna Financial Corp | COM | 181,816 | $827.1 萬 | 1.7% | +168,019+1,217.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 313,557 | $834.2 萬 | 1.7% | +313,557 | 新進 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 357,761 | $871.9 萬 | 1.8% | +357,761 | 新進 | – |
| AAPLApple Inc. | Stock | 68,116 | $932.9 萬 | 1.9% | −5,979−8.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 365,749 | $1,149 萬 | 2.4% | +365,749 | 新進 | – |
| PMVPPMV Pharmaceuticals, Inc. | COM | 385,342 | $1,316 萬 | 2.7% | −469,342−54.9% | 減碼 | 歷史 |
| ITTItt Inc. | COM | 146,070 | $1,338 萬 | 2.7% | −25,838−15.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 93,024 | $1,479 萬 | 3.0% | +2,879+3.2% | 加碼 | 歷史 |
| BABoeing Co | Stock | 62,885 | $1,507 萬 | 3.1% | −111−0.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 777,286 | $2,302 萬 | 4.7% | +777,286 | 新進 | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 398,875 | $2,387 萬 | 4.9% | −16,101−3.9% | 減碼依 2 比 1 拆股換算 | – |
2021 年第 1 季之後清倉（34 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| 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% | – |
| 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% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 118,681 | $425.4 萬 | 0.9% | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 90,288 | $273.6 萬 | 0.6% | – |
| ADPTAdaptive Biotechnologies Corp | COM | 32,388 | $130.4 萬 | 0.3% | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 20,732 | $78.6 萬 | 0.2% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2,404 | $52.4 萬 | 0.1% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,826 | $50.3 萬 | 0.1% | 歷史 |
| VanEck Vectors ETF Tr92189F379 | CHINAAMC CHINA B | 20,469 | $48.6 萬 | 0.1% | – |
| MRNAModerna, Inc. | Stock | 3,659 | $47.9 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,000 | $30.5 萬 | 0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 2,365 | $29.7 萬 | 0.1% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,342 | $28.8 萬 | 0.1% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 8,824 | $28.5 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 4,312 | $28.1 萬 | 0.1% | – |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 8,686 | $25.9 萬 | 0.1% | 歷史 |
| BLUEbluebird bio, Inc. | COM | 8,500 | $25.6 萬 | 0.1% | 歷史 |
| LMNXLuminex Corp | COM | 7,682 | $24.5 萬 | 0.1% | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 17,331 | $24.3 萬 | 0.1% | 歷史 |
| CVGWCalavo Growers Inc | COM | 3,116 | $24.2 萬 | 0.1% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 42,800 | $24.2 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,100 | $23.7 萬 | 0.1% | – |
| QTSQTS Realty Trust, Inc. | COM CL A | 3,826 | $23.7 萬 | 0.1% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 7,403 | $23.4 萬 | 0.1% | 歷史 |
| OLEDUniversal Display Corp | COM | 918 | $21.7 萬 | <0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,181 | $21.2 萬 | <0.1% | 歷史 |
| BCOBrinks Co | COM | 2,665 | $21.1 萬 | <0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 2,254 | $21.0 萬 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 3,160 | $21.0 萬 | <0.1% | 歷史 |
| NCNANuCana plc | SPONSORED ADR | 18,500 | $9.20 萬 | <0.1% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 10,000 | $8.40 萬 | <0.1% | 歷史 |
| CRNTCeragon Networks Ltd | Stock | 10,000 | $3.80 萬 | <0.1% | 歷史 |