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 |
|---|---|---|---|---|---|---|---|
| ISRGIntuitive Surgical Inc | COM NEW | 1,022 | $101.6 萬 | 0.2% | −4−0.4% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,045 | $101.4 萬 | 0.2% | +6,045 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 4,221 | $101.2 萬 | 0.2% | +109+2.7% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 719 | $99.0 萬 | 0.2% | −21−2.8% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,706 | $97.3 萬 | 0.2% | −61−3.5% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,377 | $96.4 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,543 | $96.1 萬 | 0.2% | −116−4.4% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 12,139 | $95.8 萬 | 0.2% | +2,589+27.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,199 | $95.5 萬 | 0.2% | +1,276+7.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,849 | $95.2 萬 | 0.2% | +2,802+69.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,668 | $94.6 萬 | 0.2% | −379−4.2% | 減碼 | – |
| STESTERIS plc | SHS USD | 4,610 | $94.2 萬 | 0.2% | +80+1.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,919 | $93.8 萬 | 0.2% | +43+1.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,922 | $93.7 萬 | 0.2% | +1,669+11.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,789 | $88.9 萬 | 0.2% | +499+9.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,350 | $88.8 萬 | 0.2% | +522+9.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 19,269 | $87.7 萬 | 0.2% | −334−1.7% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 8,240 | $87.1 萬 | 0.2% | +1,749+26.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,474 | $86.8 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 9,217 | $86.3 萬 | 0.2% | +208+2.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 5,108 | $85.6 萬 | 0.2% | −132−2.5% | 減碼 | 歷史 |
| ITGartner Inc | COM | 2,789 | $84.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,566 | $84.2 萬 | 0.2% | −71−2.7% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,145 | $84.0 萬 | 0.2% | +2,145 | 新進 | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 13,156 | $83.6 萬 | 0.2% | −1,380−9.5% | 減碼 | – |
| PWRQuanta Services, Inc. | COM | 7,326 | $83.4 萬 | 0.2% | −30−0.4% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,226 | $81.6 萬 | 0.2% | +17+1.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,962 | $81.4 萬 | 0.2% | +1,623+12.2% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,168 | $80.5 萬 | 0.2% | +472+12.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,873 | $80.2 萬 | 0.2% | −347−8.2% | 減碼依 4 比 1 拆股換算 | 歷史 |
| BIIBBiogen Inc. | COM | 2,829 | $80.1 萬 | 0.2% | −22−0.8% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 10,575 | $77.4 萬 | 0.2% | +898+9.3% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 15,380 | $77.4 萬 | 0.2% | −426−2.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 8,943 | $76.9 萬 | 0.2% | +601+7.2% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,931 | $75.0 萬 | 0.2% | −21−0.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,624 | $74.2 萬 | 0.2% | +773+7.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 5,884 | $73.8 萬 | 0.2% | −361−5.8% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 17,977 | $73.4 萬 | 0.2% | +908+5.3% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,190 | $72.4 萬 | 0.1% | +17+1.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,684 | $72.1 萬 | 0.1% | +154+4.4% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 26,122 | $71.5 萬 | 0.1% | −197−0.7% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,855 | $71.4 萬 | 0.1% | +173+1.8% | 加碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 3,931 | $69.7 萬 | 0.1% | −6−0.2% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,579 | $67.6 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,471 | $66.7 萬 | 0.1% | −264−7.1% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 9,824 | $66.6 萬 | 0.1% | +206+2.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,240 | $66.4 萬 | 0.1% | +300+7.6% | 加碼 | – |
| XYLXylem Inc. | COM | 5,369 | $66.4 萬 | 0.1% | +41+0.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,260 | $66.1 萬 | 0.1% | −169−4.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 9,355 | $65.6 萬 | 0.1% | +2,404+34.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,376 | $65.3 萬 | 0.1% | −1,333−13.7% | 減碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 10,118 | $64.6 萬 | 0.1% | −5,581−35.6% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,209 | $64.5 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 3,034 | $64.4 萬 | 0.1% | +354+13.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,246 | $63.6 萬 | 0.1% | +86+1.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,275 | $62.3 萬 | 0.1% | +2+0.1% | 加碼 | – |
| KRKroger Co | Stock | 15,353 | $62.1 萬 | 0.1% | −220−1.4% | 減碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 10,133 | $61.6 萬 | 0.1% | +565+5.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 2,020 | $61.5 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,723 | $60.7 萬 | 0.1% | −188−1.6% | 減碼 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,884 | $60.1 萬 | 0.1% | −40−0.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,477 | $59.6 萬 | 0.1% | +866+24.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,511 | $59.5 萬 | 0.1% | +1,553+39.2% | 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 | – |
| 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 |
| PHMPultegroup Inc | COM | 12,657 | $58.1 萬 | 0.1% | +998+8.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,367 | $57.1 萬 | 0.1% | +63+2.7% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,425 | $56.9 萬 | 0.1% | −90−5.9% | 減碼 | – |
| EMNEastman Chemical Co | Stock | 5,597 | $56.4 萬 | 0.1% | +295+5.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,455 | $56.2 萬 | 0.1% | +1,652+34.4% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,439 | $56.0 萬 | 0.1% | −4−0.3% | 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 | – |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 21,733 | $55.2 萬 | 0.1% | −316−1.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,632 | $55.0 萬 | 0.1% | +36+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,609 | $54.3 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 3,907 | $54.1 萬 | 0.1% | −51−1.3% | 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 |
| MSMorgan Stanley | Stock | 5,406 | $52.6 萬 | 0.1% | −903−14.3% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,544 | $51.9 萬 | 0.1% | +7,544 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,068 | $51.8 萬 | 0.1% | −30−2.7% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,467 | $51.6 萬 | 0.1% | +14+0.2% | 加碼 | 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 |
| 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 |
| AMATApplied Materials Inc | Stock | 3,892 | $50.1 萬 | 0.1% | +418+12.0% | 加碼 | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 11,999 | $50.0 萬 | 0.1% | +1,432+13.6% | 加碼 | – |
| 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 |
| XRXXerox Holdings Corp | COM NEW | 24,651 | $49.7 萬 | 0.1% | −447−1.8% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 3,735 | $48.5 萬 | 0.1% | +1,631+77.5% | 加碼 | 歷史 |
| 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 | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,099 | $47.6 萬 | 0.1% | −27−0.4% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,130 | $47.4 萬 | 0.1% | −8−0.3% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 3,468 | $46.8 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 28,000 | $46.5 萬 | 0.1% | +2,800+11.1% | 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 |