跳到主要內容
Livermore
Livermore
中文EN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
476
較 2021 年第 3 季 +23
總值
$5.34 億
較 2021 年第 3 季 +$4,622 萬 (+9.5%)
申報日
2022/2/11
SEC
Personal Cfo Solutions, LLC 在 2021 年第 4 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$2,000<0.1%00.0%不變歷史
EVFMEvofem Biosciences, Inc.COM15,888$6,000<0.1%00.0%不變歷史
TYMETyme Technologies, Inc.COM11,000$7,000<0.1%−500−4.3%減碼歷史
CETXCemtrex IncCOM NEW10,878$9,000<0.1%+758+7.5%加碼歷史
CARMCarisma Therapeutics Inc.COM18,000$1.50 萬<0.1%+18,000新進歷史
ARDXArdelyx, Inc.COM20,000$2.20 萬<0.1%00.0%不變歷史
DBVTDBV Technologies S.A.SPONSORED ADR16,088$2.60 萬<0.1%00.0%不變歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD10,524$3.90 萬<0.1%−7,078−40.2%減碼歷史
TLISTalis Biomedical CorpCOM10,000$4.00 萬<0.1%−7,000−41.2%減碼歷史
MREOMereo BioPharma Group plcSPON ADS25,888$4.10 萬<0.1%−7,500−22.5%減碼歷史
ABEVAmbev S.A.SPONSORED ADR15,584$4.40 萬<0.1%+2,348+17.7%加碼歷史
AVEOAveo Pharmaceuticals, Inc.COM NEW10,000$4.70 萬<0.1%−13,000−56.5%減碼歷史
SANBanco Santander, S.A.ADR15,551$5.10 萬<0.1%−6,973−31.0%減碼歷史
NGNENeurogene Inc.COM11,700$5.60 萬<0.1%−13,010−52.7%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR27,746$7.10 萬<0.1%+8,129+41.4%加碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR26,388$9.90 萬<0.1%−10,000−27.5%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS19,216$10.5 萬<0.1%+3,441+21.8%加碼歷史
DSXDiana Shipping Inc.COM33,359$13.0 萬<0.1%+33,359新進歷史
VSTMVerastem, Inc.COM67,365$13.8 萬<0.1%−7,000−9.4%減碼歷史
HIVEHIVE Digital Technologies Ltd.COM60,000$15.8 萬<0.1%00.0%不變歷史
UMCUnited Microelectronics CorpSPON ADR NEW13,777$16.1 萬<0.1%+102+0.7%加碼歷史
CERSCerus CorpCOM26,500$18.0 萬<0.1%−1,500−5.4%減碼歷史
RNACCartesian Therapeutics, Inc.COM55,388$18.1 萬<0.1%+12,049+27.8%加碼歷史
ISEEIVERIC bio, Inc.COM11,300$18.9 萬<0.1%00.0%不變歷史
HPEHewlett Packard Enterprise CoCOM12,370$19.5 萬<0.1%+41+0.3%加碼歷史
ALKSAlkermes plc.SHS8,600$20.0 萬<0.1%+8,600新進歷史
NXJNuveen New Jersey Quality Municipal Income FundCOM13,044$20.1 萬<0.1%+2,984+29.7%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR3,330$20.2 萬<0.1%+3,330新進歷史
SHWSherwin Williams CoCOM575$20.2 萬<0.1%+575新進歷史
BWXTBWX Technologies, Inc.COM4,227$20.2 萬<0.1%−405−8.7%減碼歷史
VRTXVertex Pharmaceuticals IncStock924$20.3 萬<0.1%+924新進歷史
Vanguard Information Technology ETF92204A702ETF442$20.3 萬<0.1%+442新進–
WFCWells Fargo & CompanyStock4,228$20.3 萬<0.1%+4,228新進歷史
ABMAbm Industries IncCOM4,977$20.3 萬<0.1%−5−0.1%減碼歷史
CNHCNH Industrial N.V.SHS10,428$20.3 萬<0.1%−78−0.7%減碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR21,399$20.3 萬<0.1%+21,399新進歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A17,238$20.3 萬<0.1%−5,000−22.5%減碼歷史
KMBKimberly Clark CorpStock1,431$20.4 萬<0.1%−334−18.9%減碼歷史
DALDelta Air Lines, Inc.COM NEW5,221$20.4 萬<0.1%+505+10.7%加碼歷史
CRAICra International, Inc.COM2,193$20.5 萬<0.1%+21+1.0%加碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN1,608$20.5 萬<0.1%+9+0.6%加碼–
iShares Inc464286392MSCI WORLD ETF1,523$20.6 萬<0.1%+1,523新進–
HEIHeico CorpCOM1,438$20.7 萬<0.1%+1,438新進歷史
Amplify ETF Tr032108888BLACKSWAN GRWT6,000$20.7 萬<0.1%00.0%不變–
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.COM13,060$20.7 萬<0.1%+13,060新進歷史
iShares Select Dividend ETF464287168ETF1,699$20.8 萬<0.1%+1,699新進–
ADMArcher-Daniels-Midland CoStock3,078$20.8 萬<0.1%+3,078新進歷史
RVTYRevvity, Inc.COM1,037$20.8 萬<0.1%+1,037新進歷史
WINGWingstop Inc.COM1,203$20.8 萬<0.1%+1,203新進歷史
iShares Tr464288687PFD AND INCM SEC5,284$20.8 萬<0.1%+73+1.4%加碼–
TSTenaris SASPONSORED ADS9,961$20.8 萬<0.1%−1,379−12.2%減碼歷史
ALLAllstate CorpStock1,778$20.9 萬<0.1%−460−20.6%減碼歷史
IQVIQVIA Holdings Inc.Stock745$21.0 萬<0.1%+745新進歷史
OLEDUniversal Display CorpCOM1,277$21.1 萬<0.1%+1,277新進歷史
Vanguard Short-Term Bond ETF921937827ETF2,629$21.3 萬<0.1%+2,629新進–
BDXBecton Dickinson & CoStock850$21.4 萬<0.1%+850新進歷史
VanEck ETF Trust92189F106GOLD MINERS ETF6,694$21.4 萬<0.1%+6,694新進–
CIVICivitas Resources, Inc.EQUITY US CM4,426$21.7 萬<0.1%+4,426新進歷史
NTAPNetApp, Inc.Stock2,365$21.8 萬<0.1%+2,365新進歷史
ProShares Tr74348A467S&P 500 DV ARIST2,218$21.8 萬<0.1%+2,218新進–
UNFUnifirst CorpCOM1,036$21.8 萬<0.1%00.0%不變歷史
COLDAmericold Realty TrustCOM6,674$21.9 萬<0.1%−467−6.5%減碼歷史
UUnity Software Inc.COM1,536$22.0 萬<0.1%+1,536新進歷史
CTRACoterra Energy Inc.Stock11,634$22.1 萬<0.1%+11,634新進歷史
NRGNRG Energy, Inc.Stock5,119$22.1 萬<0.1%−12,858−71.5%減碼歷史
FOCLEdap TMS SASPONSORED ADR37,750$22.6 萬<0.1%−8,500−18.4%減碼歷史
WMWaste Management IncStock1,369$22.8 萬<0.1%−37−2.6%減碼歷史
DEDeere & CoStock664$22.8 萬<0.1%+33+5.2%加碼歷史
OKTAOkta, Inc.CL A1,019$22.8 萬<0.1%+28+2.8%加碼歷史
DOVDOVER CorpCOM1,265$23.0 萬<0.1%+1,265新進歷史
BWABorgwarner IncCOM5,135$23.1 萬<0.1%+5,135新進歷史
AQNAlgonquin Power & Utilities Corp.COM16,000$23.1 萬<0.1%+139+0.9%加碼歷史
CYPHCypherpunk Technologies Inc.COM71,165$23.1 萬<0.1%−19,000−21.1%減碼歷史
ETSYEtsy IncCOM1,061$23.2 萬<0.1%+61+6.1%加碼歷史
iShares Tr464287622RUS 1000 ETF881$23.3 萬<0.1%+881新進–
MSMMSC Industrial Direct Co IncCL A2,768$23.3 萬<0.1%−511−15.6%減碼歷史
TDOCTeladoc Health, Inc.COM2,536$23.3 萬<0.1%+5+0.2%加碼歷史
CASYCaseys General Stores IncCOM1,198$23.6 萬<0.1%+127+11.9%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C1,920$23.8 萬<0.1%−342−15.1%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,733$23.9 萬<0.1%+73+2.7%加碼–
GMABGenmab A/SSPONSORED ADS6,053$23.9 萬<0.1%−387−6.0%減碼歷史
RPMRPM International IncCOM2,386$24.1 萬<0.1%+2,386新進歷史
PLNTPlanet Fitness, Inc.CL A2,667$24.2 萬<0.1%+2,667新進歷史
AAPAdvance Auto Parts IncCOM1,009$24.2 萬<0.1%+1,009新進歷史
AANAaron's Company, Inc.COM9,829$24.2 萬<0.1%+58+0.6%加碼歷史
MANTMantech International CorpCL A3,319$24.2 萬<0.1%−42−1.2%減碼歷史
SYYSysco CorpStock3,101$24.4 萬<0.1%+184+6.3%加碼歷史
CNPCenterpoint Energy IncCOM8,728$24.4 萬<0.1%+97+1.1%加碼歷史
FFord Motor CoStock11,865$24.6 萬<0.1%+681+6.1%加碼歷史
VTRVentas, Inc.REIT4,824$24.7 萬<0.1%−99−2.0%減碼歷史
GEGeneral Electric CoStock2,615$24.7 萬<0.1%+207+8.6%加碼歷史
USPHU S Physical Therapy IncCOM2,587$24.7 萬<0.1%+295+12.9%加碼歷史
iShares Tr46435G334MSCI UK ETF NEW7,471$24.8 萬<0.1%−525−6.6%減碼–
FISFidelity National Information Services, Inc.Stock2,278$24.9 萬<0.1%+573+33.6%加碼歷史
ECLEcolab Inc.Stock1,064$25.0 萬<0.1%+1,064新進歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,998$25.0 萬<0.1%+191+1.8%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF4,918$25.1 萬<0.1%+218+4.6%加碼–
MMSMaximus, Inc.COM3,146$25.1 萬<0.1%−5−0.2%減碼歷史
ENBEnbridge IncStock6,460$25.2 萬<0.1%+7+0.1%加碼歷史
TWTRTwitter, Inc.COM5,836$25.2 萬<0.1%+613+11.7%加碼歷史

2021 年第 3 季之後清倉（54 檔）

2021 年第 3 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 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF792,710$2,303 萬4.7%–
Innovator ETFs Trust45782C664US EQTY BUF SEP369,469$1,154 萬2.4%–
Innovator ETFs Trust45782C276GRWT100 PWR BUF115,974$537.7 萬1.1%–
MELIMercadolibre IncCOM1,005$168.8 萬0.3%歷史
HDBHDFC Bank LtdSPONSORED ADS19,789$144.6 萬0.3%歷史
URIUnited Rentals, Inc.COM2,474$86.8 萬0.2%歷史
PWRQuanta Services, Inc.COM7,326$83.4 萬0.2%歷史
BIIBBiogen Inc.COM2,829$80.1 萬0.2%歷史
WBAWalgreens Boots Alliance, Inc.COM15,931$75.0 萬0.2%歷史
GILDGilead Sciences, Inc.Stock10,624$74.2 萬0.2%歷史
KRKroger CoStock15,353$62.1 萬0.1%歷史
iShares Tr464288281JPMORGAN USD EMG5,362$59.0 萬0.1%–
DVADavita Inc.COM5,050$58.7 萬0.1%歷史
HUMHumana IncStock1,439$56.0 萬0.1%歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF6,490$55.4 萬0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A21,733$55.2 萬0.1%歷史
UHSUniversal Health Services IncCL B3,907$54.1 萬0.1%歷史
XRXXerox Holdings CorpCOM NEW24,651$49.7 萬0.1%歷史
EVAEnviva, LLCCOM UNIT8,000$43.3 萬0.1%歷史
DTEDte Energy CoCOM2,929$32.7 萬0.1%歷史
RIORio Tinto PLCADR4,730$31.6 萬0.1%歷史
CXCemex SAB de CVSPON ADR NEW42,168$30.2 萬0.1%歷史
NBPNovaBridge BiosciencesSPONSORED ADS4,054$29.4 萬0.1%歷史
HIMXHimax Technologies, Inc.SPONSORED ADR27,095$28.9 萬0.1%歷史
PKXPosco Holdings Inc.SPONSORED ADR4,065$28.0 萬0.1%歷史
KTKT CorpSPONSORED ADR20,406$27.8 萬0.1%歷史
LOGILogitech International S.A.SHS3,117$27.5 萬0.1%歷史
Fidelity MSCI Financials Index ETF316092501ETF5,103$27.4 萬0.1%–
NVSNovartis AGADR3,322$27.2 萬0.1%歷史
MPCMarathon Petroleum CorpStock4,334$26.8 萬0.1%歷史
TTEKTetra Tech IncCOM1,791$26.8 萬0.1%歷史
WMBWilliams Companies, Inc.COM10,213$26.5 萬0.1%歷史
SKMSK Telecom Co LtdSPONSORED ADR8,777$26.4 萬0.1%歷史
MGPIMGP Ingredients IncCOM3,949$25.7 萬0.1%歷史
AVLRAvalara, Inc.COM1,446$25.3 萬0.1%歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF8,420$25.0 萬0.1%–
ATVIActivision Blizzard, Inc.COM3,200$24.8 萬0.1%歷史
RHIRobert Half Inc.COM2,462$24.7 萬0.1%歷史
HBANHuntington Bancshares IncCOM15,894$24.6 萬0.1%歷史
AXIAYAXIA Energia S.A.SPONSORED ADR34,576$24.5 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF979$23.2 萬<0.1%–
BABAAlibaba Group Holding LtdADR1,495$22.1 萬<0.1%歷史
TVGrupo Televisa, S.A.B.SPON ADR REP ORD19,810$21.8 萬<0.1%歷史
U.S. Global Jets ETF26922A842ETF9,124$21.6 萬<0.1%–
iShares Tr464287119MORNINGSTAR GRWT3,165$20.7 萬<0.1%–
MKTXMarketaxess Holdings IncCOM487$20.5 萬<0.1%歷史
RFICohen & Steers Total Return Realty Fund IncCOM12,116$19.7 萬<0.1%歷史
SIDNational Steel CoSPONSORED ADR36,990$19.5 萬<0.1%歷史
Companhia Brasileira de Dist20440T300SPONSORED ADR31,438$14.8 萬<0.1%–
SYRESpyre Therapeutics, Inc.COM10,888$8.70 萬<0.1%歷史
SACHSachem Capital Corp.COM10,000$5.50 萬<0.1%歷史
RNTXRein Therapeutics, Inc.COM30,500$3.10 萬<0.1%歷史
OTICOtonomy, Inc.COM10,888$2.10 萬<0.1%歷史
Teligent, Inc.87960W203COM NEW15,776$6,000<0.1%–