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 |
|---|---|---|---|---|---|---|---|
| SOSouthern Co | Stock | 16,440 | $99.5 萬 | 0.2% | +28+0.2% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,851 | $98.7 萬 | 0.2% | +187+7.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,725 | $97.3 萬 | 0.2% | −884−10.3% | 減碼 | – |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 14,536 | $96.6 萬 | 0.2% | −122−0.8% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,333 | $95.2 萬 | 0.2% | −611−10.3% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,026 | $94.4 萬 | 0.2% | −71−6.5% | 減碼 | 歷史 |
| Metaurus Equity Component Tr59140L100 | US EQT CUM 2027 | 91,403 | $93.7 萬 | 0.2% | +18,007+24.5% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 19,603 | $93.5 萬 | 0.2% | −670−3.3% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,530 | $93.5 萬 | 0.2% | −236−5.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 16,923 | $91.6 萬 | 0.2% | +945+5.9% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 22,295 | $91.5 萬 | 0.2% | −2,555−10.3% | 減碼 | – |
| EPAMEPAM Systems, Inc. | COM | 1,767 | $90.3 萬 | 0.2% | +1,767 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,253 | $89.9 萬 | 0.2% | +3,218+29.2% | 加碼 | 歷史 |
| AONAon plc | CL A | 3,755 | $89.7 萬 | 0.2% | +267+7.7% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 9,009 | $89.5 萬 | 0.2% | +624+7.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,240 | $86.6 萬 | 0.2% | +77+1.5% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 4,108 | $84.9 萬 | 0.2% | +949+30.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,055 | $84.4 萬 | 0.2% | +66+6.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,637 | $84.1 萬 | 0.2% | +127+5.1% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,952 | $83.9 萬 | 0.2% | +1,052+7.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,290 | $81.9 萬 | 0.2% | +1,892+55.7% | 加碼 | – |
| HPQHP Inc | Stock | 26,319 | $79.5 萬 | 0.2% | +1,402+5.6% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,484 | $79.2 萬 | 0.2% | +103+4.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,828 | $78.6 萬 | 0.2% | −1,456−20.0% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,438 | $78.0 萬 | 0.2% | +369+12.0% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,696 | $77.9 萬 | 0.2% | +406+12.3% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 15,806 | $77.8 萬 | 0.2% | +861+5.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,245 | $77.5 萬 | 0.2% | +618+11.0% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,682 | $77.4 萬 | 0.2% | +1,152+13.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,709 | $76.6 萬 | 0.2% | +3,091+46.7% | 加碼 | – |
| MHKMohawk Industries Inc | COM | 3,937 | $75.7 萬 | 0.2% | +260+7.1% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,491 | $74.6 萬 | 0.2% | +483+8.0% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,209 | $73.9 萬 | 0.2% | −99−7.6% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 9,677 | $72.0 萬 | 0.1% | +2,454+34.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,735 | $71.8 萬 | 0.1% | +737+24.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 8,342 | $71.2 萬 | 0.1% | −70−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,339 | $70.7 萬 | 0.1% | +1,449+12.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,585 | $70.6 萬 | 0.1% | +331+6.3% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 9,550 | $70.4 萬 | 0.1% | +700+7.9% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 17,069 | $68.8 萬 | 0.1% | +50.0% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 9,618 | $68.6 萬 | 0.1% | −1,894−16.5% | 減碼 | – |
| GILDGilead Sciences, Inc. | Stock | 9,851 | $67.8 萬 | 0.1% | +1,095+12.5% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 22,049 | $67.6 萬 | 0.1% | +1,471+7.1% | 加碼 | 歷史 |
| ITGartner Inc | COM | 2,788 | $67.5 萬 | 0.1% | −1,916−40.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,530 | $67.3 萬 | 0.1% | +947+36.7% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 7,356 | $66.6 萬 | 0.1% | +481+7.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,429 | $66.5 萬 | 0.1% | +25+0.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,796 | $66.3 萬 | 0.1% | +160+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,209 | $64.4 萬 | 0.1% | 00.0% | 不變 | – |
| HUMHumana Inc | Stock | 1,443 | $63.9 萬 | 0.1% | +80+5.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 5,328 | $63.9 萬 | 0.1% | +247+4.9% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 11,659 | $63.6 萬 | 0.1% | +703+6.4% | 加碼 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,924 | $62.8 萬 | 0.1% | +579+6.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,160 | $62.7 萬 | 0.1% | −1,050−14.6% | 減碼 | – |
| MSCIMSCI Inc. | Stock | 1,173 | $62.5 萬 | 0.1% | −119−9.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,940 | $62.5 萬 | 0.1% | +540+15.9% | 加碼 | – |
| EMNEastman Chemical Co | Stock | 5,302 | $61.9 萬 | 0.1% | +327+6.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,273 | $61.7 萬 | 0.1% | +282+14.2% | 加碼 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 25,200 | $61.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DVADavita Inc. | COM | 5,080 | $61.2 萬 | 0.1% | +301+6.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,626 | $60.2 萬 | 0.1% | −197−7.0% | 減碼 | – |
| KRKroger Co | Stock | 15,573 | $59.7 萬 | 0.1% | +959+6.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,047 | $59.3 萬 | 0.1% | −1,609−28.4% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,515 | $59.1 萬 | 0.1% | −54−3.4% | 減碼 | – |
| XRXXerox Holdings Corp | COM NEW | 25,098 | $59.0 萬 | 0.1% | +1,489+6.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,680 | $58.8 萬 | 0.1% | +462+20.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,482 | $58.3 萬 | 0.1% | +6+0.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,136 | $58.3 萬 | 0.1% | +694+20.2% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 2,666 | $58.1 萬 | 0.1% | +149+5.9% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 3,958 | $58.0 萬 | 0.1% | +345+9.5% | 加碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 9,568 | $58.0 萬 | 0.1% | +174+1.9% | 加碼 | – |
| CARRCarrier Global Corp | Stock | 11,911 | $57.9 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,309 | $57.8 萬 | 0.1% | −188−2.9% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,081 | $55.9 萬 | 0.1% | +107+5.4% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 5,596 | $55.2 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,015 | $54.1 萬 | 0.1% | +33+1.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,612 | $53.5 萬 | 0.1% | +157+4.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,304 | $53.2 萬 | 0.1% | +148+6.9% | 加碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,126 | $52.8 萬 | 0.1% | −2,004−24.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,098 | $52.3 萬 | 0.1% | +33+3.1% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 2,520 | $52.1 萬 | 0.1% | −108−4.1% | 減碼 | 歷史 |
| DACDanaos Corp | SHS | 6,608 | $50.7 萬 | 0.1% | −32−0.5% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,453 | $50.5 萬 | 0.1% | +574+7.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,444 | $50.1 萬 | 0.1% | +37+0.5% | 加碼 | – |
| DISWalt Disney Co | Stock | 2,825 | $49.7 萬 | 0.1% | +132+4.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,474 | $49.5 萬 | 0.1% | +20+0.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,189 | $49.3 萬 | 0.1% | +375+13.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 6,951 | $49.2 萬 | 0.1% | +418+6.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,390 | $48.5 萬 | 0.1% | +505+17.5% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,611 | $48.5 萬 | 0.1% | +3,611 | 新進 | – |
| SAPSAP SE | ADR | 3,453 | $48.5 萬 | 0.1% | +443+14.7% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 2,165 | $48.5 萬 | 0.1% | −30−1.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,098 | $48.2 萬 | 0.1% | +132+6.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,389 | $47.5 萬 | 0.1% | +140+6.2% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,697 | $47.4 萬 | 0.1% | +218+14.7% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,218 | $47.4 萬 | 0.1% | +4,218 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 2,250 | $46.8 萬 | 0.1% | +263+13.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,915 | $46.7 萬 | 0.1% | +97+5.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,922 | $46.4 萬 | 0.1% | +215+3.2% | 加碼 | – |
| ALLAllstate Corp | Stock | 3,551 | $46.3 萬 | 0.1% | +33+0.9% | 加碼 | 歷史 |
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 |