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Livermore
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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2021 年第 3 季持倉

持倉截至 2021/9/30，2021/11/18 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
453
較 2021 年第 2 季 +14
總值
$4.88 億
較 2021 年第 2 季 −$34.2 萬 (−0.1%)
申報日
2021/11/18
SEC
Personal Cfo Solutions, LLC 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ITPIt Tech Packaging, Inc.COM NEW10,000$4,000<0.1%00.0%不變歷史
Teligent, Inc.87960W203COM NEW15,776$6,000<0.1%00.0%不變–
CETXCemtrex IncCOM NEW10,120$1.20 萬<0.1%+10,120新進歷史
EVFMEvofem Biosciences, Inc.COM15,888$1.20 萬<0.1%00.0%不變歷史
TYMETyme Technologies, Inc.COM11,500$1.20 萬<0.1%−12,888−52.8%減碼歷史
OTICOtonomy, Inc.COM10,888$2.10 萬<0.1%00.0%不變歷史
ARDXArdelyx, Inc.COM20,000$2.60 萬<0.1%−40,000−66.7%減碼歷史
RNTXRein Therapeutics, Inc.COM30,500$3.10 萬<0.1%−3,000−9.0%減碼歷史
ABEVAmbev S.A.SPONSORED ADR13,236$3.70 萬<0.1%−1,121−7.8%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR19,617$4.80 萬<0.1%−2,626−11.8%減碼歷史
SACHSachem Capital Corp.COM10,000$5.50 萬<0.1%+10,000新進歷史
DBVTDBV Technologies S.A.SPONSORED ADR16,088$7.90 萬<0.1%00.0%不變歷史
MREOMereo BioPharma Group plcSPON ADS33,388$8.10 萬<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR22,524$8.20 萬<0.1%−2,424−9.7%減碼歷史
SYRESpyre Therapeutics, Inc.COM10,888$8.70 萬<0.1%−500−4.4%減碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD17,602$9.30 萬<0.1%+2,104+13.6%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS15,775$9.40 萬<0.1%+354+2.3%加碼歷史
TLISTalis Biomedical CorpCOM17,000$10.6 萬<0.1%+17,000新進歷史
AVEOAveo Pharmaceuticals, Inc.COM NEW23,000$14.2 萬<0.1%00.0%不變歷史
Companhia Brasileira de Dist20440T300SPONSORED ADR31,438$14.8 萬<0.1%+983+3.2%加碼–
NXJNuveen New Jersey Quality Municipal Income FundCOM10,060$15.5 萬<0.1%+10,060新進歷史
UMCUnited Microelectronics CorpSPON ADR NEW13,675$15.6 萬<0.1%+433+3.3%加碼歷史
FFord Motor CoStock11,184$15.8 萬<0.1%+623+5.9%加碼歷史
HIVEHIVE Digital Technologies Ltd.COM60,000$16.0 萬<0.1%+60,000新進歷史
CERSCerus CorpCOM28,000$17.1 萬<0.1%−5,950−17.5%減碼歷史
CNHCNH Industrial N.V.SHS10,506$17.5 萬<0.1%+258+2.5%加碼歷史
HPEHewlett Packard Enterprise CoCOM12,329$17.6 萬<0.1%+2,113+20.7%加碼歷史
NGNENeurogene Inc.COM24,710$17.9 萬<0.1%+1,000+4.2%加碼歷史
RNACCartesian Therapeutics, Inc.COM43,339$18.0 萬<0.1%+14,256+49.0%加碼歷史
ISEEIVERIC bio, Inc.COM11,300$18.4 萬<0.1%−700−5.8%減碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR36,388$18.8 萬<0.1%+6,000+19.7%加碼歷史
SIDNational Steel CoSPONSORED ADR36,990$19.5 萬<0.1%+1,002+2.8%加碼歷史
RFICohen & Steers Total Return Realty Fund IncCOM12,116$19.7 萬<0.1%+12,116新進歷史
UNPUnion Pacific CorpStock1,021$20.0 萬<0.1%−332−24.5%減碼歷史
IPGInterpublic Group of Companies, Inc.COM5,458$20.0 萬<0.1%+5,458新進歷史
DALDelta Air Lines, Inc.COM NEW4,716$20.1 萬<0.1%+4,716新進歷史
ALSNAllison Transmission Holdings IncStock5,705$20.2 萬<0.1%+5,705新進歷史
CASYCaseys General Stores IncCOM1,071$20.2 萬<0.1%−132−11.0%減碼歷史
iShares Tr464288687PFD AND INCM SEC5,211$20.2 萬<0.1%00.0%不變–
MKTXMarketaxess Holdings IncCOM487$20.5 萬<0.1%+22+4.7%加碼歷史
Amplify ETF Tr032108888BLACKSWAN GRWT6,000$20.5 萬<0.1%00.0%不變–
iShares Tr464287119MORNINGSTAR GRWT3,165$20.7 萬<0.1%00.0%不變–
COLDAmericold Realty TrustCOM7,141$20.7 萬<0.1%+553+8.4%加碼歷史
FISFidelity National Information Services, Inc.Stock1,705$20.8 萬<0.1%+123+7.8%加碼歷史
ETSYEtsy IncCOM1,000$20.8 萬<0.1%+1,000新進歷史
TTDTrade Desk, Inc.Stock2,976$20.9 萬<0.1%+177+6.3%加碼歷史
WMWaste Management IncStock1,406$21.0 萬<0.1%+1,406新進歷史
DEDeere & CoStock631$21.1 萬<0.1%+17+2.8%加碼歷史
CNPCenterpoint Energy IncCOM8,631$21.2 萬<0.1%+190+2.3%加碼歷史
MLMMartin Marietta Materials IncCOM625$21.4 萬<0.1%+15+2.5%加碼歷史
U.S. Global Jets ETF26922A842ETF9,124$21.6 萬<0.1%−1,334−12.8%減碼–
CRAICra International, Inc.COM2,172$21.6 萬<0.1%+2,172新進歷史
HIGHartford Insurance Group, Inc.Stock3,108$21.8 萬<0.1%+3,108新進歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD19,810$21.8 萬<0.1%−356−1.8%減碼歷史
OKEONEOK IncCOM3,751$21.8 萬<0.1%+3,751新進歷史
UNFUnifirst CorpCOM1,036$22.0 萬<0.1%−65−5.9%減碼歷史
BABAAlibaba Group Holding LtdADR1,495$22.1 萬<0.1%−1,943−56.5%減碼歷史
CINFCincinnati Financial CorpCOM1,936$22.1 萬<0.1%−364−15.8%減碼歷史
EWEdwards Lifesciences CorpStock1,964$22.2 萬<0.1%+1,964新進歷史
MTRNMATERION CorpCOM3,270$22.4 萬<0.1%+198+6.4%加碼歷史
ABMAbm Industries IncCOM4,982$22.4 萬<0.1%+300+6.4%加碼歷史
SYYSysco CorpStock2,917$22.9 萬<0.1%+233+8.7%加碼歷史
VSTMVerastem, Inc.COM74,365$22.9 萬<0.1%+5,254+7.6%加碼歷史
NXRTNexPoint Residential Trust, Inc.COM3,720$23.0 萬<0.1%−210−5.3%減碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN1,599$23.0 萬<0.1%−136−7.8%減碼–
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,807$23.0 萬<0.1%+10,807新進歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF979$23.2 萬<0.1%+56+6.1%加碼–
DDDuPont de Nemours, Inc.COM3,418$23.2 萬<0.1%+187+5.8%加碼歷史
CPKChesapeake Utilities CorpCOM1,942$23.3 萬<0.1%+120+6.6%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM15,861$23.3 萬<0.1%+514+3.3%加碼歷史
KMBKimberly Clark CorpStock1,765$23.4 萬<0.1%−123−6.5%減碼歷史
OKTAOkta, Inc.CL A991$23.5 萬<0.1%+68+7.4%加碼歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH4,870$23.6 萬<0.1%−111−2.2%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF4,700$23.7 萬<0.1%+4,700新進–
LWLGLightwave Logic, Inc.COM25,000$23.7 萬<0.1%+25,000新進歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,660$23.8 萬<0.1%+6+0.2%加碼–
TSTenaris SASPONSORED ADS11,340$23.9 萬<0.1%−12−0.1%減碼歷史
USBUS Bancorp DECOM NEW4,013$23.9 萬<0.1%+273+7.3%加碼歷史
APDAir Products & Chemicals, Inc.Stock935$24.0 萬<0.1%+12+1.3%加碼歷史
AGCOAGCO CorpCOM1,975$24.2 萬<0.1%+189+10.6%加碼歷史
POWIPower Integrations IncCOM2,469$24.4 萬0.1%+2,469新進歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS13,835$24.4 萬0.1%+13,835新進歷史
AXIAYAXIA Energia S.A.SPONSORED ADR34,576$24.5 萬0.1%+34,576新進歷史
AGMFederal Agricultural Mortgage CorpCL C2,262$24.5 萬0.1%+92+4.2%加碼歷史
HBANHuntington Bancshares IncCOM15,894$24.6 萬0.1%+426+2.8%加碼歷史
RHIRobert Half Inc.COM2,462$24.7 萬0.1%−9−0.4%減碼歷史
PLDPrologis, Inc.REIT1,976$24.8 萬0.1%+10+0.5%加碼歷史
GEGeneral Electric CoStock2,408$24.8 萬0.1%−58−2.3%減碼依 1 比 8 拆股換算歷史
First Trust Dow Jones Internet Index Fund33733E302ETF1,052$24.8 萬0.1%+121+13.0%加碼–
UMHUmh Properties, Inc.COM10,814$24.8 萬0.1%+711+7.0%加碼歷史
ATVIActivision Blizzard, Inc.COM3,200$24.8 萬0.1%+723+29.2%加碼歷史
EXRExtra Space Storage Inc.COM1,480$24.9 萬0.1%−11−0.7%減碼歷史
NEENextera Energy IncStock3,185$25.0 萬0.1%+137+4.5%加碼歷史
ETNEaton Corp plcStock1,678$25.0 萬0.1%−368−18.0%減碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF8,420$25.0 萬0.1%−768,866−98.9%減碼–
BWXTBWX Technologies, Inc.COM4,632$25.0 萬0.1%+149+3.3%加碼歷史
ALSumisho Air Lease CorpCL A6,344$25.0 萬0.1%+378+6.3%加碼歷史
HLNEHamilton Lane INCCL A2,960$25.1 萬0.1%+2,960新進歷史
KBHKB HomeCOM6,482$25.2 萬0.1%+476+7.9%加碼歷史
RELXRELX PLCSPONSORED ADR8,760$25.3 萬0.1%+8,760新進歷史

2021 年第 2 季之後清倉（26 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

Personal Cfo Solutions, LLC 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
ProShares Tr74347R842PSHS ULTRUSS2000398,875$2,387 萬4.9%–
Innovator ETFs Trust45782C789US EQTY BUFR JUL365,749$1,149 萬2.4%–
CNACna Financial CorpCOM181,816$827.1 萬1.7%歷史
HESHess CorpStock4,640$40.5 萬0.1%歷史
SBSWSibanye Stillwater LtdSPONSORED ADR22,558$37.7 萬0.1%歷史
TTTrane Technologies plcSHS1,693$31.2 萬0.1%歷史
CORECore-Mark Holding Company, LLCCOM6,390$28.8 萬0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B5,869$27.8 萬0.1%歷史
FANGDiamondback Energy, Inc.Stock2,924$27.4 萬0.1%歷史
BBWIBath & Body Works, Inc.COM3,582$25.8 萬0.1%歷史
HTHTH World Group LtdSPONSORED ADS4,790$25.3 萬0.1%歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,549$24.2 萬<0.1%–
SWKSSkyworks Solutions, Inc.Stock1,251$24.0 萬<0.1%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR2,159$23.4 萬<0.1%歷史
PIIPolaris Inc.Stock1,660$22.7 萬<0.1%歷史
IPInternational Paper CoCOM3,502$21.5 萬<0.1%歷史
PRUPrudential Financial IncStock1,977$20.3 萬<0.1%歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN7,591$20.3 萬<0.1%–
FNFFidelity National Financial, Inc.COM SHS4,639$20.2 萬<0.1%歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW4,064$20.2 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock11,038$20.1 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock827$20.0 萬<0.1%歷史
Nextgen Acquisition Corp IIG65317102CLASS A ORD SHS10,809$11.1 萬<0.1%–
NLYAnnaly Capital Management IncCOM10,992$9.80 萬<0.1%歷史
AGTCApplied Genetic Technologies CorpCOM17,776$7.00 萬<0.1%歷史
IFRXInflaRx N.V.COM11,000$3.30 萬<0.1%歷史