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 |
|---|---|---|---|---|---|---|---|
| SONYSony Group Corp | SPONSORED ADR | 4,741 | $46.1 萬 | 0.1% | +317+7.2% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 18,921 | $45.8 萬 | 0.1% | +18,921 | 新進 | 歷史 |
| ARDXArdelyx, Inc. | COM | 60,000 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,230 | $45.4 萬 | 0.1% | +2,588+98.0% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,067 | $45.4 萬 | 0.1% | +76+2.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,958 | $44.6 萬 | 0.1% | +40+1.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 41,979 | $44.6 萬 | 0.1% | −992−2.3% | 減碼 | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 10,567 | $44.4 萬 | 0.1% | −1,432−11.9% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,138 | $44.1 萬 | 0.1% | +3,138 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,386 | $43.5 萬 | 0.1% | +422+10.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,259 | $43.4 萬 | 0.1% | −1,140−11.0% | 減碼 | – |
| EMREmerson Electric Co | Stock | 4,456 | $42.9 萬 | 0.1% | +217+5.1% | 加碼 | 歷史 |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 25,502 | $42.5 萬 | 0.1% | +25,502 | 新進 | 歷史 |
| EVAEnviva, LLC | COM UNIT | 8,000 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,294 | $41.6 萬 | 0.1% | −1,181−9.5% | 減碼 | – |
| TGTTarget Corp | Stock | 1,688 | $40.8 萬 | 0.1% | +21+1.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,330 | $40.8 萬 | 0.1% | −66−4.7% | 減碼 | 歷史 |
| NVRIEnviri Corp | COM | 20,000 | $40.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBNIcici Bank Ltd | ADR | 23,771 | $40.6 萬 | 0.1% | +1,153+5.1% | 加碼 | 歷史 |
| HESHess Corp | Stock | 4,640 | $40.5 萬 | 0.1% | −798−14.7% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,869 | $40.4 萬 | 0.1% | −28−1.5% | 減碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 2,421 | $40.3 萬 | 0.1% | +1,146+89.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 14,409 | $39.7 萬 | 0.1% | +838+6.2% | 加碼 | – |
| ENSGEnsign Group, Inc | COM | 4,554 | $39.5 萬 | 0.1% | −79−1.7% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 4,664 | $39.1 萬 | 0.1% | +327+7.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 12,252 | $39.1 萬 | 0.1% | −1,000−7.5% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 2,913 | $38.4 萬 | 0.1% | −1,023−26.0% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 1,955 | $38.1 萬 | 0.1% | +18+0.9% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 9,378 | $37.8 萬 | 0.1% | +2,817+42.9% | 加碼 | – |
| COPConocoPhillips | Stock | 6,196 | $37.7 萬 | 0.1% | +666+12.0% | 加碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 22,558 | $37.7 萬 | 0.1% | +576+2.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,912 | $37.5 萬 | 0.1% | −440−6.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 4,803 | $37.4 萬 | 0.1% | +514+12.0% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 1,289 | $37.3 萬 | 0.1% | −36−2.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 3,842 | $37.1 萬 | 0.1% | +3,842 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 8,868 | $37.0 萬 | 0.1% | +875+10.9% | 加碼 | – |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 26,538 | $37.0 萬 | 0.1% | +300+1.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 421 | $36.9 萬 | 0.1% | +68+19.3% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,415 | $36.7 萬 | 0.1% | +80+1.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,360 | $36.7 萬 | 0.1% | +220+19.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 749 | $36.7 萬 | 0.1% | +70+10.3% | 加碼 | 歷史 |
| SHOEShoe Station Group Inc | COM | 5,108 | $36.6 萬 | 0.1% | +19+0.4% | 加碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 5,323 | $36.6 萬 | 0.1% | +396+8.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,816 | $36.3 萬 | 0.1% | +59+1.0% | 加碼 | 歷史 |
| LOGILogitech International S.A. | SHS | 2,998 | $36.3 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,610 | $36.1 萬 | 0.1% | +226+6.7% | 加碼 | – |
| LMATLemaitre Vascular Inc | COM | 5,784 | $35.3 萬 | 0.1% | −73−1.2% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,204 | $35.1 萬 | 0.1% | +281+7.2% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 3,522 | $35.1 萬 | 0.1% | +118+3.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,759 | $34.7 萬 | 0.1% | +150+3.3% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 55,401 | $34.4 萬 | 0.1% | +2,992+5.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 944 | $34.3 萬 | 0.1% | +102+12.1% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 40,874 | $34.3 萬 | 0.1% | −3,155−7.2% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 1,434 | $34.2 萬 | 0.1% | −33−2.2% | 減碼 | 歷史 |
| OZKBank OZK | COM | 8,112 | $34.2 萬 | 0.1% | +55+0.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,976 | $34.0 萬 | 0.1% | +160+8.8% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 9,702 | $33.9 萬 | 0.1% | +500+5.4% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 13,968 | $33.7 萬 | 0.1% | +19+0.1% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,955 | $33.5 萬 | 0.1% | +7,955 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,692 | $33.2 萬 | 0.1% | +17+1.0% | 加碼 | – |
| EMBJEmbraer S.A. | ADR | 21,862 | $33.1 萬 | 0.1% | +21,862 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 2,551 | $33.1 萬 | 0.1% | −19−0.7% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 411 | $33.0 萬 | 0.1% | +34+9.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,369 | $32.7 萬 | 0.1% | +68+5.2% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 2,326 | $32.7 萬 | 0.1% | −668−22.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,356 | $32.6 萬 | 0.1% | +684+18.6% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 646 | $32.6 萬 | 0.1% | +109+20.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,043 | $32.4 萬 | 0.1% | +82+8.5% | 加碼 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 3,595 | $32.3 萬 | 0.1% | +50+1.4% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 4,789 | $32.3 萬 | 0.1% | +267+5.9% | 加碼 | – |
| ABBNYABB Ltd | SPONSORED ADR | 9,409 | $32.0 萬 | 0.1% | +355+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,433 | $31.9 萬 | 0.1% | +44+3.2% | 加碼 | – |
| CVSCVS Health Corp | Stock | 3,819 | $31.9 萬 | 0.1% | +519+15.7% | 加碼 | 歷史 |
| FOCLEdap TMS SA | SPONSORED ADR | 45,000 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 6,899 | $31.6 萬 | 0.1% | +2,022+41.5% | 加碼 | 歷史 |
| SIDNational Steel Co | SPONSORED ADR | 35,988 | $31.6 萬 | 0.1% | +811+2.3% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 7,392 | $31.3 萬 | 0.1% | +83+1.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,693 | $31.2 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 13,582 | $30.9 萬 | 0.1% | +785+6.1% | 加碼 | – |
| EHCEncompass Health Corp | COM | 3,934 | $30.7 萬 | 0.1% | −14−0.4% | 減碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 2,034 | $30.7 萬 | 0.1% | +410+25.2% | 加碼 | 歷史 |
| PKXPosco Holdings Inc. | SPONSORED ADR | 3,960 | $30.4 萬 | 0.1% | +136+3.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 2,022 | $30.3 萬 | 0.1% | +428+26.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,046 | $30.3 萬 | 0.1% | +353+20.9% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,218 | $30.3 萬 | 0.1% | −102−7.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,473 | $30.3 萬 | 0.1% | +19+1.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,506 | $29.9 萬 | 0.1% | −83−5.2% | 減碼 | 歷史 |
| TXTernium S.A. | SPONSORED ADS | 7,742 | $29.8 萬 | 0.1% | +267+3.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,353 | $29.7 萬 | 0.1% | +27+2.0% | 加碼 | 歷史 |
| KTKT Corp | SPONSORED ADR | 21,150 | $29.5 萬 | 0.1% | +21,150 | 新進 | 歷史 |
| AANAaron's Company, Inc. | COM | 9,199 | $29.4 萬 | 0.1% | +374+4.2% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 840 | $29.2 萬 | 0.1% | −11−1.3% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 4,593 | $29.1 萬 | 0.1% | −717−13.5% | 減碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,777 | $29.1 萬 | 0.1% | +82+0.7% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 679 | $29.0 萬 | 0.1% | +66+10.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 444 | $28.9 萬 | 0.1% | +444 | 新進 | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 20,166 | $28.8 萬 | 0.1% | +20,166 | 新進 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,747 | $28.8 萬 | 0.1% | +42+1.1% | 加碼 | 歷史 |
| CORECore-Mark Holding Company, LLC | COM | 6,390 | $28.8 萬 | 0.1% | −624−8.9% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,164 | $28.6 萬 | 0.1% | +386+10.2% | 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 |