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 |
|---|---|---|---|---|---|---|---|
| ALLAllstate Corp | Stock | 2,238 | $28.5 萬 | 0.1% | −1,313−37.0% | 減碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 2,309 | $28.5 萬 | 0.1% | +275+13.5% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 607 | $28.2 萬 | 0.1% | +11+1.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 962 | $28.1 萬 | 0.1% | −472−32.9% | 減碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 6,440 | $28.1 萬 | 0.1% | +6,440 | 新進 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 2,500 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 4,065 | $28.0 萬 | 0.1% | +105+2.7% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,912 | $27.9 萬 | 0.1% | +242+6.6% | 加碼 | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 9,242 | $27.9 萬 | 0.1% | +148+1.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 4,503 | $27.8 萬 | 0.1% | +4,503 | 新進 | 歷史 |
| KTKT Corp | SPONSORED ADR | 20,406 | $27.8 萬 | 0.1% | −744−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,246 | $27.7 萬 | 0.1% | −187−13.0% | 減碼 | – |
| LOGILogitech International S.A. | SHS | 3,117 | $27.5 萬 | 0.1% | +119+4.0% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,103 | $27.4 萬 | 0.1% | +724+16.5% | 加碼 | – |
| WSTWest Pharmaceutical Services Inc | COM | 645 | $27.4 萬 | 0.1% | −23−3.4% | 減碼 | 歷史 |
| SSTKShutterstock, Inc. | COM | 2,407 | $27.3 萬 | 0.1% | −96−3.8% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 4,923 | $27.2 萬 | 0.1% | −44−0.9% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,322 | $27.2 萬 | 0.1% | +856+34.7% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 7,204 | $27.2 萬 | 0.1% | −30.0% | 減碼 | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,841 | $27.2 萬 | 0.1% | +94+2.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 4,706 | $27.1 萬 | 0.1% | +113+2.5% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,969 | $27.0 萬 | 0.1% | −195−4.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 781 | $27.0 萬 | 0.1% | +130+20.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 342 | $27.0 萬 | 0.1% | −69−16.8% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ADR | 5,767 | $27.0 萬 | 0.1% | +145+2.6% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,018 | $26.9 萬 | 0.1% | −200−16.4% | 減碼 | 歷史 |
| MNROMonro, Inc. | COM | 4,676 | $26.9 萬 | 0.1% | +275+6.2% | 加碼 | 歷史 |
| AANAaron's Company, Inc. | COM | 9,771 | $26.9 萬 | 0.1% | +572+6.2% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,334 | $26.8 萬 | 0.1% | +4,334 | 新進 | 歷史 |
| TTEKTetra Tech Inc | COM | 1,791 | $26.8 萬 | 0.1% | −246−12.1% | 減碼 | 歷史 |
| UFPIUfp Industries Inc | COM | 3,927 | $26.7 萬 | 0.1% | +529+15.6% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 3,319 | $26.7 萬 | 0.1% | +64+2.0% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2,671 | $26.6 萬 | 0.1% | +162+6.5% | 加碼 | 歷史 |
| AUDCAudiocodes Ltd | ORD | 8,168 | $26.6 萬 | 0.1% | +474+6.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,300 | $26.5 萬 | 0.1% | +193+3.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,020 | $26.5 萬 | 0.1% | +275+7.3% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 10,213 | $26.5 萬 | 0.1% | −238−2.3% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,375 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 8,777 | $26.4 萬 | 0.1% | +376+4.5% | 加碼 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 3,279 | $26.3 萬 | 0.1% | −316−8.8% | 減碼 | 歷史 |
| MMSMaximus, Inc. | COM | 3,151 | $26.2 萬 | 0.1% | +186+6.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,351 | $26.1 萬 | 0.1% | +78+6.1% | 加碼 | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 7,996 | $25.8 萬 | 0.1% | −351−4.2% | 減碼 | – |
| ENBEnbridge Inc | Stock | 6,453 | $25.7 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 1,411 | $25.7 萬 | 0.1% | +103+7.9% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 24,940 | $25.7 萬 | 0.1% | +24,940 | 新進 | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,081 | $25.7 萬 | 0.1% | +40+3.8% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 3,949 | $25.7 萬 | 0.1% | +248+6.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,277 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| MANTMantech International Corp | CL A | 3,361 | $25.5 萬 | 0.1% | +204+6.5% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 2,292 | $25.4 萬 | 0.1% | +174+8.2% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 8,760 | $25.3 萬 | 0.1% | +8,760 | 新進 | 歷史 |
| AVLRAvalara, Inc. | COM | 1,446 | $25.3 萬 | 0.1% | +57+4.1% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 22,238 | $25.3 萬 | 0.1% | −4,300−16.2% | 減碼 | 歷史 |
| KBHKB Home | COM | 6,482 | $25.2 萬 | 0.1% | +476+7.9% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,960 | $25.1 萬 | 0.1% | +2,960 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 3,185 | $25.0 萬 | 0.1% | +137+4.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,678 | $25.0 萬 | 0.1% | −368−18.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 8,420 | $25.0 萬 | 0.1% | −768,866−98.9% | 減碼 | – |
| BWXTBWX Technologies, Inc. | COM | 4,632 | $25.0 萬 | 0.1% | +149+3.3% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,344 | $25.0 萬 | 0.1% | +378+6.3% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,480 | $24.9 萬 | 0.1% | −11−0.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,976 | $24.8 萬 | 0.1% | +10+0.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,408 | $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 Fund33733E302 | ETF | 1,052 | $24.8 萬 | 0.1% | +121+13.0% | 加碼 | – |
| UMHUmh Properties, Inc. | COM | 10,814 | $24.8 萬 | 0.1% | +711+7.0% | 加碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 3,200 | $24.8 萬 | 0.1% | +723+29.2% | 加碼 | 歷史 |
| RHIRobert Half Inc. | COM | 2,462 | $24.7 萬 | 0.1% | −9−0.4% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 15,894 | $24.6 萬 | 0.1% | +426+2.8% | 加碼 | 歷史 |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 34,576 | $24.5 萬 | 0.1% | +34,576 | 新進 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 2,262 | $24.5 萬 | 0.1% | +92+4.2% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 2,469 | $24.4 萬 | 0.1% | +2,469 | 新進 | 歷史 |
| AMXAmerica Movil SAB de CV | SPON ADR L SHS | 13,835 | $24.4 萬 | 0.1% | +13,835 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 1,975 | $24.2 萬 | <0.1% | +189+10.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 935 | $24.0 萬 | <0.1% | +12+1.3% | 加碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 11,340 | $23.9 萬 | <0.1% | −12−0.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,013 | $23.9 萬 | <0.1% | +273+7.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,660 | $23.8 萬 | <0.1% | +6+0.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,700 | $23.7 萬 | <0.1% | +4,700 | 新進 | – |
| LWLGLightwave Logic, Inc. | COM | 25,000 | $23.7 萬 | <0.1% | +25,000 | 新進 | 歷史 |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 4,870 | $23.6 萬 | <0.1% | −111−2.2% | 減碼 | – |
| OKTAOkta, Inc. | CL A | 991 | $23.5 萬 | <0.1% | +68+7.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,765 | $23.4 萬 | <0.1% | −123−6.5% | 減碼 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 1,942 | $23.3 萬 | <0.1% | +120+6.6% | 加碼 | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 15,861 | $23.3 萬 | <0.1% | +514+3.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 979 | $23.2 萬 | <0.1% | +56+6.1% | 加碼 | – |
| DDDuPont de Nemours, Inc. | COM | 3,418 | $23.2 萬 | <0.1% | +187+5.8% | 加碼 | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 3,720 | $23.0 萬 | <0.1% | −210−5.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 1,599 | $23.0 萬 | <0.1% | −136−7.8% | 減碼 | – |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 10,807 | $23.0 萬 | <0.1% | +10,807 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 2,917 | $22.9 萬 | <0.1% | +233+8.7% | 加碼 | 歷史 |
| VSTMVerastem, Inc. | COM | 74,365 | $22.9 萬 | <0.1% | +5,254+7.6% | 加碼 | 歷史 |
| MTRNMATERION Corp | COM | 3,270 | $22.4 萬 | <0.1% | +198+6.4% | 加碼 | 歷史 |
| ABMAbm Industries Inc | COM | 4,982 | $22.4 萬 | <0.1% | +300+6.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,964 | $22.2 萬 | <0.1% | +1,964 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,495 | $22.1 萬 | <0.1% | −1,943−56.5% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,936 | $22.1 萬 | <0.1% | −364−15.8% | 減碼 | 歷史 |
| UNFUnifirst Corp | COM | 1,036 | $22.0 萬 | <0.1% | −65−5.9% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,108 | $21.8 萬 | <0.1% | +3,108 | 新進 | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 19,810 | $21.8 萬 | <0.1% | −356−1.8% | 減碼 | 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 |