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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 4,613 | $34.6 萬 | 0.1% | +59+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 613 | $35.0 萬 | 0.1% | −33−5.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,401 | $35.0 萬 | 0.1% | +32+2.3% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,033 | $35.2 萬 | 0.1% | +78+4.0% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 9,703 | $35.5 萬 | 0.1% | +10.0% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 8,545 | $35.5 萬 | 0.1% | −323−3.6% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 2,126 | $35.6 萬 | 0.1% | +150+7.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,345 | $35.7 萬 | 0.1% | −15−1.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 662 | $35.7 萬 | 0.1% | −87−11.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 798 | $35.9 萬 | 0.1% | +119+17.5% | 加碼 | 歷史 |
| CYPHCypherpunk Technologies Inc. | COM | 90,165 | $36.2 萬 | 0.1% | +12,000+15.4% | 加碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 21,377 | $36.3 萬 | 0.1% | −485−2.2% | 減碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 9,056 | $36.3 萬 | 0.1% | −322−3.4% | 減碼 | – |
| LINLinde PLC | SHS | 1,236 | $36.3 萬 | 0.1% | −53−4.1% | 減碼 | 歷史 |
| OZKBank OZK | COM | 8,466 | $36.4 萬 | 0.1% | +354+4.4% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,189 | $36.5 萬 | 0.1% | +400+8.4% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 1,017 | $36.6 萬 | 0.1% | +73+7.7% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 55,687 | $36.7 萬 | 0.1% | +286+0.5% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,349 | $36.8 萬 | 0.1% | −816−37.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,388 | $36.9 萬 | 0.1% | +476+6.9% | 加碼 | – |
| EVREvercore Inc. | CLASS A | 2,764 | $36.9 萬 | 0.1% | +438+18.8% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,498 | $37.1 萬 | 0.1% | +83+1.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 12,252 | $37.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,905 | $38.1 萬 | 0.1% | −504−3.5% | 減碼 | – |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $38.2 萬 | 0.1% | +11,250 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 40,024 | $38.3 萬 | 0.1% | −1,955−4.7% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,375 | $38.4 萬 | 0.1% | +45+3.4% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,988 | $38.4 萬 | 0.1% | +1,988 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 4,022 | $38.6 萬 | 0.1% | +4,022 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 18,921 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 647 | $39.2 萬 | 0.1% | +647 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,176 | $39.3 萬 | 0.1% | +4,208+30.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,955 | $39.8 萬 | 0.1% | +751+17.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 733 | $40.1 萬 | 0.1% | +54+8.0% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,851 | $40.8 萬 | 0.1% | −18−1.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,919 | $40.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 5,000 | $41.1 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,688 | $41.3 萬 | 0.1% | −234−3.4% | 減碼 | – |
| TGTTarget Corp | Stock | 1,820 | $41.6 萬 | 0.1% | +132+7.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,259 | $41.9 萬 | 0.1% | 00.0% | 不變 | – |
| DGXQuest Diagnostics Inc | COM | 2,916 | $42.4 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,425 | $42.5 萬 | 0.1% | +36+1.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 4,523 | $42.6 萬 | 0.1% | +67+1.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,079 | $42.6 萬 | 0.1% | −403−27.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,509 | $42.7 萬 | 0.1% | +123+2.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,925 | $43.2 萬 | 0.1% | +631+5.6% | 加碼 | – |
| EVAEnviva, LLC | COM UNIT | 8,000 | $43.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,710 | $44.0 萬 | 0.1% | +13+0.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,428 | $44.2 萬 | 0.1% | +38+1.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,105 | $44.5 萬 | 0.1% | +1,346+28.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,453 | $44.7 萬 | 0.1% | +203+9.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,593 | $44.7 萬 | 0.1% | +397+6.4% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 24,213 | $45.7 萬 | 0.1% | +442+1.9% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 28,000 | $46.5 萬 | 0.1% | +2,800+11.1% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 3,468 | $46.8 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,130 | $47.4 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,099 | $47.6 萬 | 0.1% | −27−0.4% | 減碼 | – |
| CVSCVS Health Corp | Stock | 5,708 | $48.4 萬 | 0.1% | +1,889+49.5% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,376 | $48.4 萬 | 0.1% | −68−0.9% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 3,735 | $48.5 萬 | 0.1% | +1,631+77.5% | 加碼 | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 24,651 | $49.7 萬 | 0.1% | −447−1.8% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,494 | $49.9 萬 | 0.1% | −302−10.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,952 | $49.9 萬 | 0.1% | +127+4.5% | 加碼 | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 11,999 | $50.0 萬 | 0.1% | +1,432+13.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,892 | $50.1 萬 | 0.1% | +418+12.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,188 | $50.6 萬 | 0.1% | +90+4.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 21,035 | $50.6 萬 | 0.1% | +21,035 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,147 | $51.0 萬 | 0.1% | −42−1.3% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,355 | $51.0 萬 | 0.1% | +288+9.4% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,467 | $51.6 萬 | 0.1% | +14+0.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,068 | $51.8 萬 | 0.1% | −30−2.7% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,544 | $51.9 萬 | 0.1% | +7,544 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 5,406 | $52.6 萬 | 0.1% | −903−14.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,031 | $53.4 萬 | 0.1% | −50−2.4% | 減碼 | – |
| WHRWhirlpool Corp | Stock | 2,619 | $53.4 萬 | 0.1% | −47−1.8% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 3,907 | $54.1 萬 | 0.1% | −51−1.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,609 | $54.3 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,632 | $55.0 萬 | 0.1% | +36+0.6% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 21,733 | $55.2 萬 | 0.1% | −316−1.4% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,490 | $55.4 萬 | 0.1% | +1,260+24.1% | 加碼 | – |
| HUMHumana Inc | Stock | 1,439 | $56.0 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,455 | $56.2 萬 | 0.1% | +1,652+34.4% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 5,597 | $56.4 萬 | 0.1% | +295+5.6% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,425 | $56.9 萬 | 0.1% | −90−5.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,367 | $57.1 萬 | 0.1% | +63+2.7% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 12,657 | $58.1 萬 | 0.1% | +998+8.6% | 加碼 | 歷史 |
| DVADavita Inc. | COM | 5,050 | $58.7 萬 | 0.1% | −30−0.6% | 減碼 | 歷史 |
| DACDanaos Corp | SHS | 7,170 | $58.7 萬 | 0.1% | +562+8.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,233 | $59.0 萬 | 0.1% | +97+2.3% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 5,362 | $59.0 萬 | 0.1% | +1,144+27.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,511 | $59.5 萬 | 0.1% | +1,553+39.2% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,477 | $59.6 萬 | 0.1% | +866+24.0% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,884 | $60.1 萬 | 0.1% | −40−0.4% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 11,723 | $60.7 萬 | 0.1% | −188−1.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,020 | $61.5 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 10,133 | $61.6 萬 | 0.1% | +565+5.9% | 加碼 | – |
| KRKroger Co | Stock | 15,353 | $62.1 萬 | 0.1% | −220−1.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,275 | $62.3 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,246 | $63.6 萬 | 0.1% | +86+1.4% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,034 | $64.4 萬 | 0.1% | +354+13.2% | 加碼 | 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。
| 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 Tr74347R842 | PSHS ULTRUSS2000 | 398,875 | $2,387 萬 | 4.9% | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 365,749 | $1,149 萬 | 2.4% | – |
| CNACna Financial Corp | COM | 181,816 | $827.1 萬 | 1.7% | 歷史 |
| HESHess Corp | Stock | 4,640 | $40.5 萬 | 0.1% | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 22,558 | $37.7 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 1,693 | $31.2 萬 | 0.1% | 歷史 |
| CORECore-Mark Holding Company, LLC | COM | 6,390 | $28.8 萬 | 0.1% | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 5,869 | $27.8 萬 | 0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,924 | $27.4 萬 | 0.1% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 3,582 | $25.8 萬 | 0.1% | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 4,790 | $25.3 萬 | 0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,549 | $24.2 萬 | <0.1% | – |
| SWKSSkyworks Solutions, Inc. | Stock | 1,251 | $24.0 萬 | <0.1% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 2,159 | $23.4 萬 | <0.1% | 歷史 |
| PIIPolaris Inc. | Stock | 1,660 | $22.7 萬 | <0.1% | 歷史 |
| IPInternational Paper Co | COM | 3,502 | $21.5 萬 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 1,977 | $20.3 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 7,591 | $20.3 萬 | <0.1% | – |
| FNFFidelity National Financial, Inc. | COM SHS | 4,639 | $20.2 萬 | <0.1% | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 4,064 | $20.2 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 11,038 | $20.1 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 827 | $20.0 萬 | <0.1% | 歷史 |
| Nextgen Acquisition Corp IIG65317102 | CLASS A ORD SHS | 10,809 | $11.1 萬 | <0.1% | – |
| NLYAnnaly Capital Management Inc | COM | 10,992 | $9.80 萬 | <0.1% | 歷史 |
| AGTCApplied Genetic Technologies Corp | COM | 17,776 | $7.00 萬 | <0.1% | 歷史 |
| IFRXInflaRx N.V. | COM | 11,000 | $3.30 萬 | <0.1% | 歷史 |