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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SUISun Communities Inc | COM | 1,209 | $25.4 萬 | <0.1% | +1,209 | 新進 | 歷史 |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 5,250 | $25.4 萬 | <0.1% | +380+7.8% | 加碼 | – |
| ALSNAllison Transmission Holdings Inc | Stock | 7,016 | $25.5 萬 | <0.1% | +1,311+23.0% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,105 | $25.5 萬 | <0.1% | +24+2.2% | 加碼 | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 15,579 | $25.5 萬 | <0.1% | +190+1.2% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,304 | $25.6 萬 | <0.1% | +1,304 | 新進 | 歷史 |
| EHCEncompass Health Corp | COM | 3,922 | $25.6 萬 | <0.1% | −179−4.4% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 3,909 | $25.6 萬 | <0.1% | +3,909 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 2,960 | $25.9 萬 | <0.1% | +2,960 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 4,581 | $26.0 萬 | <0.1% | −125−2.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 12,795 | $26.0 萬 | <0.1% | +12,795 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 4,636 | $26.0 萬 | <0.1% | +623+15.5% | 加碼 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 5,102 | $26.1 萬 | <0.1% | +224+4.6% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,423 | $26.3 萬 | <0.1% | +2,423 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 738 | $26.5 萬 | <0.1% | −224−23.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,036 | $26.5 萬 | <0.1% | −27−2.5% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 315 | $26.6 萬 | <0.1% | −27−7.9% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 4,060 | $26.7 萬 | <0.1% | +4,060 | 新進 | – |
| POWIPower Integrations Inc | COM | 2,875 | $26.7 萬 | <0.1% | +406+16.4% | 加碼 | 歷史 |
| SSTKShutterstock, Inc. | COM | 2,423 | $26.9 萬 | 0.1% | +16+0.7% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,134 | $27.1 萬 | 0.1% | −210−3.3% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,277 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| INGING Groep NV | SPONSORED ADR | 19,537 | $27.2 萬 | 0.1% | −576−2.9% | 減碼 | 歷史 |
| MNROMonro, Inc. | COM | 4,678 | $27.3 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,216 | $27.5 萬 | 0.1% | +1,216 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 2,140 | $27.7 萬 | 0.1% | +176+9.0% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 4,436 | $27.7 萬 | 0.1% | −67−1.5% | 減碼 | 歷史 |
| EEni SpA | SPONSORED ADR | 10,023 | $27.7 萬 | 0.1% | +10,023 | 新進 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 7,054 | $27.7 萬 | 0.1% | −150−2.1% | 減碼 | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 15,507 | $27.8 萬 | 0.1% | −1,281−7.6% | 減碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 4,601 | $27.9 萬 | 0.1% | +4,601 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 5,352 | $28.0 萬 | 0.1% | −2,051−27.7% | 減碼 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 1,919 | $28.0 萬 | 0.1% | −23−1.2% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 3,161 | $28.0 萬 | 0.1% | +3,161 | 新進 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,830 | $28.0 萬 | 0.1% | −11−0.3% | 減碼 | 歷史 |
| AUDCAudiocodes Ltd | ORD | 8,118 | $28.2 萬 | 0.1% | −50−0.6% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 3,242 | $28.2 萬 | 0.1% | −77−2.3% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 1,250 | $28.3 萬 | 0.1% | −230−15.5% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 8,667 | $28.3 萬 | 0.1% | −93−1.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,451 | $28.6 萬 | 0.1% | +76+1.2% | 加碼 | – |
| AGCOAGCO Corp | COM | 2,467 | $28.6 萬 | 0.1% | +492+24.9% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 1,407 | $28.8 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 7,578 | $28.8 萬 | 0.1% | +7,578 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 1,152 | $29.0 萬 | 0.1% | +131+12.8% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 3,160 | $29.0 萬 | 0.1% | +184+6.2% | 加碼 | 歷史 |
| KBHKB Home | COM | 6,516 | $29.1 萬 | 0.1% | +34+0.5% | 加碼 | 歷史 |
| UMHUmh Properties, Inc. | COM | 10,736 | $29.3 萬 | 0.1% | −78−0.7% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 28,510 | $29.5 萬 | 0.1% | +3,570+14.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 974 | $29.6 萬 | 0.1% | +39+4.2% | 加碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 205 | $29.6 萬 | 0.1% | +205 | 新進 | – |
| MTRNMATERION Corp | COM | 3,241 | $29.8 萬 | 0.1% | −29−0.9% | 減碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 12,252 | $29.8 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 9,375 | $29.8 萬 | 0.1% | +133+1.4% | 加碼 | 歷史 |
| IPARInterparfums Inc | COM | 2,800 | $29.9 萬 | 0.1% | +2,800 | 新進 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 2,500 | $29.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,241 | $30.0 萬 | 0.1% | −5−0.4% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 1,199 | $30.1 萬 | 0.1% | +1,199 | 新進 | 歷史 |
| CRHCRH Public Ltd Co | ADR | 5,751 | $30.4 萬 | 0.1% | −16−0.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,767 | $30.5 萬 | 0.1% | +89+5.3% | 加碼 | 歷史 |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 10,601 | $30.7 萬 | 0.1% | +10,601 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 37,421 | $30.8 萬 | 0.1% | −2,603−6.5% | 減碼 | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 3,682 | $30.9 萬 | 0.1% | −38−1.0% | 減碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,870 | $31.0 萬 | 0.1% | −42−1.1% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 706 | $31.1 萬 | 0.1% | +81+13.0% | 加碼 | 歷史 |
| AMXAmerica Movil SAB de CV | SPON ADR L SHS | 14,756 | $31.1 萬 | 0.1% | +921+6.7% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 6,210 | $31.2 萬 | 0.1% | +30+0.5% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 7,509 | $31.2 萬 | 0.1% | +7,509 | 新進 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 15,182 | $31.2 萬 | 0.1% | +290+1.9% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 594 | $31.4 萬 | 0.1% | −13−2.1% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOEShoe Station Group Inc | COM | 8,118 | $31.7 萬 | 0.1% | −1,270−13.5% | 減碼 | 歷史 |
| SWCHSwitch, Inc. | CL A | 11,058 | $31.7 萬 | 0.1% | +11,058 | 新進 | 歷史 |
| HLNEHamilton Lane INC | CL A | 3,080 | $31.9 萬 | 0.1% | +120+4.1% | 加碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 3,469 | $32.1 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,417 | $32.4 萬 | 0.1% | +66+4.9% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 5,563 | $32.7 萬 | 0.1% | +1,812+48.3% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,784 | $32.8 萬 | 0.1% | −5,334−52.7% | 減碼 | – |
| BNTXBioNTech SE | SPONSORED ADS | 1,276 | $32.9 萬 | 0.1% | −73−5.4% | 減碼 | 歷史 |
| LSTRLandstar System Inc | COM | 1,841 | $33.0 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 2,982 | $33.0 萬 | 0.1% | −22−0.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,568 | $33.1 萬 | 0.1% | +4,568 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,524 | $33.1 萬 | 0.1% | −1,164−17.4% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,480 | $33.1 萬 | 0.1% | −1,029−22.8% | 減碼 | 歷史 |
| BPBP PLC | ADR | 12,481 | $33.2 萬 | 0.1% | +1,261+11.2% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,924 | $33.3 萬 | 0.1% | +988+51.0% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 56,728 | $33.3 萬 | 0.1% | +1,041+1.9% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2,647 | $33.3 萬 | 0.1% | −24−0.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,276 | $33.6 萬 | 0.1% | +3,276 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 18,472 | $33.6 萬 | 0.1% | −2,563−12.2% | 減碼 | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 8,822 | $33.7 萬 | 0.1% | −239−2.6% | 減碼 | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 1,287 | $33.8 萬 | 0.1% | −18−1.4% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,554 | $34.1 萬 | 0.1% | −66−4.1% | 減碼 | – |
| BCBrunswick Corp | COM | 3,394 | $34.2 萬 | 0.1% | +13+0.4% | 加碼 | 歷史 |
| TXTernium S.A. | SPONSORED ADS | 7,882 | $34.3 萬 | 0.1% | −158−2.0% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 4,245 | $34.5 萬 | 0.1% | +280+7.1% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 14,846 | $34.7 萬 | 0.1% | −13,154−47.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 9,403 | $34.7 萬 | 0.1% | +358+4.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 4,578 | $34.8 萬 | 0.1% | +558+13.9% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,070 | $35.0 萬 | 0.1% | +1,962+63.1% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 7,455 | $35.2 萬 | 0.1% | +138+1.9% | 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。
| 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 - September45782C656 | ETF | 792,710 | $2,303 萬 | 4.7% | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 369,469 | $1,154 萬 | 2.4% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 115,974 | $537.7 萬 | 1.1% | – |
| MELIMercadolibre Inc | COM | 1,005 | $168.8 萬 | 0.3% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 19,789 | $144.6 萬 | 0.3% | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,474 | $86.8 萬 | 0.2% | 歷史 |
| PWRQuanta Services, Inc. | COM | 7,326 | $83.4 萬 | 0.2% | 歷史 |
| BIIBBiogen Inc. | COM | 2,829 | $80.1 萬 | 0.2% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,931 | $75.0 萬 | 0.2% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,624 | $74.2 萬 | 0.2% | 歷史 |
| KRKroger Co | Stock | 15,353 | $62.1 萬 | 0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 5,362 | $59.0 萬 | 0.1% | – |
| DVADavita Inc. | COM | 5,050 | $58.7 萬 | 0.1% | 歷史 |
| HUMHumana Inc | Stock | 1,439 | $56.0 萬 | 0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,490 | $55.4 萬 | 0.1% | – |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 21,733 | $55.2 萬 | 0.1% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 3,907 | $54.1 萬 | 0.1% | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 24,651 | $49.7 萬 | 0.1% | 歷史 |
| EVAEnviva, LLC | COM UNIT | 8,000 | $43.3 萬 | 0.1% | 歷史 |
| DTEDte Energy Co | COM | 2,929 | $32.7 萬 | 0.1% | 歷史 |
| RIORio Tinto PLC | ADR | 4,730 | $31.6 萬 | 0.1% | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 42,168 | $30.2 萬 | 0.1% | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 4,054 | $29.4 萬 | 0.1% | 歷史 |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 27,095 | $28.9 萬 | 0.1% | 歷史 |
| PKXPosco Holdings Inc. | SPONSORED ADR | 4,065 | $28.0 萬 | 0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 20,406 | $27.8 萬 | 0.1% | 歷史 |
| LOGILogitech International S.A. | SHS | 3,117 | $27.5 萬 | 0.1% | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,103 | $27.4 萬 | 0.1% | – |
| NVSNovartis AG | ADR | 3,322 | $27.2 萬 | 0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,334 | $26.8 萬 | 0.1% | 歷史 |
| TTEKTetra Tech Inc | COM | 1,791 | $26.8 萬 | 0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 10,213 | $26.5 萬 | 0.1% | 歷史 |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 8,777 | $26.4 萬 | 0.1% | 歷史 |
| MGPIMGP Ingredients Inc | COM | 3,949 | $25.7 萬 | 0.1% | 歷史 |
| AVLRAvalara, Inc. | COM | 1,446 | $25.3 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 8,420 | $25.0 萬 | 0.1% | – |
| ATVIActivision Blizzard, Inc. | COM | 3,200 | $24.8 萬 | 0.1% | 歷史 |
| RHIRobert Half Inc. | COM | 2,462 | $24.7 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 15,894 | $24.6 萬 | 0.1% | 歷史 |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 34,576 | $24.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 979 | $23.2 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,495 | $22.1 萬 | <0.1% | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 19,810 | $21.8 萬 | <0.1% | 歷史 |
| U.S. Global Jets ETF26922A842 | ETF | 9,124 | $21.6 萬 | <0.1% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 3,165 | $20.7 萬 | <0.1% | – |
| MKTXMarketaxess Holdings Inc | COM | 487 | $20.5 萬 | <0.1% | 歷史 |
| RFICohen & Steers Total Return Realty Fund Inc | COM | 12,116 | $19.7 萬 | <0.1% | 歷史 |
| SIDNational Steel Co | SPONSORED ADR | 36,990 | $19.5 萬 | <0.1% | 歷史 |
| Companhia Brasileira de Dist20440T300 | SPONSORED ADR | 31,438 | $14.8 萬 | <0.1% | – |
| SYRESpyre Therapeutics, Inc. | COM | 10,888 | $8.70 萬 | <0.1% | 歷史 |
| SACHSachem Capital Corp. | COM | 10,000 | $5.50 萬 | <0.1% | 歷史 |
| RNTXRein Therapeutics, Inc. | COM | 30,500 | $3.10 萬 | <0.1% | 歷史 |
| OTICOtonomy, Inc. | COM | 10,888 | $2.10 萬 | <0.1% | 歷史 |
| Teligent, Inc.87960W203 | COM NEW | 15,776 | $6,000 | <0.1% | – |