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 |
|---|---|---|---|---|---|---|---|
| NEENextera Energy Inc | Stock | 3,785 | $35.3 萬 | 0.1% | +600+18.8% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,375 | $35.3 萬 | 0.1% | −2,942−68.1% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,357 | $35.4 萬 | 0.1% | +388+9.8% | 加碼 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 8,898 | $35.5 萬 | 0.1% | −158−1.7% | 減碼 | – |
| LFUSLittelfuse Inc | COM | 1,134 | $35.7 萬 | 0.1% | +9+0.8% | 加碼 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 8,667 | $35.7 萬 | 0.1% | +122+1.4% | 加碼 | – |
| WSTWest Pharmaceutical Services Inc | COM | 764 | $35.8 萬 | 0.1% | +119+18.4% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,429 | $35.8 萬 | 0.1% | +1,011+29.6% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,181 | $35.9 萬 | 0.1% | −317−7.0% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,625 | $35.9 萬 | 0.1% | +145+4.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,071 | $36.1 萬 | 0.1% | +8,071 | 新進 | – |
| UFPIUfp Industries Inc | COM | 3,930 | $36.2 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 565 | $36.3 萬 | 0.1% | −97−14.7% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 11,152 | $36.6 萬 | 0.1% | −1,100−9.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 14,206 | $36.7 萬 | 0.1% | +14,206 | 新進 | – |
| LWLGLightwave Logic, Inc. | COM | 25,000 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 3,946 | $37.8 萬 | 0.1% | +381+10.7% | 加碼 | – |
| EMBJEmbraer S.A. | ADR | 21,381 | $38.0 萬 | 0.1% | +40.0% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 2,810 | $38.2 萬 | 0.1% | +46+1.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,087 | $38.6 萬 | 0.1% | +306+39.2% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,596 | $38.6 萬 | 0.1% | −17−0.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,203 | $38.7 萬 | 0.1% | +77+3.6% | 加碼 | 歷史 |
| HESHess Corp | Stock | 5,239 | $38.8 萬 | 0.1% | +5,239 | 新進 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,437 | $38.8 萬 | 0.1% | +3,437 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 8,849 | $39.0 萬 | 0.1% | −116−1.3% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 7,367 | $39.0 萬 | 0.1% | +7,367 | 新進 | – |
| MCHPMicrochip Technology Inc | Stock | 4,504 | $39.2 萬 | 0.1% | +200+4.6% | 加碼依 2 比 1 拆股換算 | 歷史 |
| OZKBank OZK | COM | 8,414 | $39.2 萬 | 0.1% | −52−0.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 14,557 | $39.5 萬 | 0.1% | +652+4.7% | 加碼 | – |
| LINLinde PLC | SHS | 1,140 | $39.5 萬 | 0.1% | −96−7.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 1,719 | $39.8 萬 | 0.1% | −101−5.5% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,930 | $39.9 萬 | 0.1% | −4,310−52.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,370 | $40.1 萬 | 0.1% | +764+16.6% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 1,376 | $40.2 萬 | 0.1% | +31+2.3% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,008 | $40.4 萬 | 0.1% | +145+16.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 441 | $40.4 萬 | 0.1% | +58+15.1% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,406 | $40.5 萬 | 0.1% | +430+21.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 18,921 | $40.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,492 | $40.8 萬 | 0.1% | +91+6.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,057 | $40.9 萬 | 0.1% | +40+3.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,301 | $40.9 萬 | 0.1% | −124−5.1% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,925 | $41.0 萬 | 0.1% | +74+4.0% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,182 | $41.0 萬 | 0.1% | +274+4.6% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 764 | $41.0 萬 | 0.1% | +31+4.2% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 6,138 | $41.1 萬 | 0.1% | +949+18.3% | 加碼 | – |
| ARVNArvinas, Inc. | COM | 5,000 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,808 | $41.2 萬 | 0.1% | +185+11.4% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 11,032 | $41.3 萬 | 0.1% | +5,574+102.1% | 加碼 | 歷史 |
| NVRIEnviri Corp | COM | 25,000 | $41.8 萬 | 0.1% | +5,000+25.0% | 加碼 | 歷史 |
| CCMPCMC Materials, Inc. | COM | 2,195 | $42.1 萬 | 0.1% | −114−4.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,715 | $42.3 萬 | 0.1% | +47+2.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,274 | $43.3 萬 | 0.1% | +15+0.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,994 | $43.8 萬 | 0.1% | +69+0.6% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 3,035 | $44.0 萬 | 0.1% | −112−3.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 781 | $44.4 萬 | 0.1% | −17−2.1% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,969 | $44.5 萬 | 0.1% | +917+87.2% | 加碼 | – |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 14,043 | $45.1 萬 | 0.1% | −64−0.5% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 4,040 | $45.2 萬 | 0.1% | +18+0.4% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,631 | $45.2 萬 | 0.1% | −745−10.1% | 減碼 | – |
| DEODiageo PLC | SPON ADR NEW | 2,056 | $45.3 萬 | 0.1% | +68+3.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 630 | $45.3 萬 | 0.1% | +60+10.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,682 | $45.4 萬 | 0.1% | +2,506+13.8% | 加碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 7,467 | $45.5 萬 | 0.1% | −91−1.2% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 3,615 | $45.7 萬 | 0.1% | +506+16.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 4,935 | $45.9 萬 | 0.1% | +412+9.1% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,084 | $46.1 萬 | 0.1% | −1,125−35.1% | 減碼 | – |
| CCICrown Castle Inc. | REIT | 2,225 | $46.4 萬 | 0.1% | +192+9.4% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,074 | $46.8 萬 | 0.1% | +1,364+79.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 705 | $47.0 萬 | 0.1% | +92+15.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,669 | $47.8 萬 | 0.1% | +2,281+30.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,149 | $48.1 萬 | 0.1% | −2,097−33.6% | 減碼 | – |
| AMGNAmgen Inc | Stock | 2,149 | $48.3 萬 | 0.1% | +230+12.0% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,557 | $48.4 萬 | 0.1% | −6,582−54.2% | 減碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,288 | $48.4 萬 | 0.1% | +189+3.1% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 5,825 | $49.0 萬 | 0.1% | −280−4.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,818 | $49.2 萬 | 0.1% | +225+3.4% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 24,946 | $49.4 萬 | 0.1% | +733+3.0% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,566 | $49.8 萬 | 0.1% | +191+13.9% | 加碼 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 4,743 | $49.8 萬 | 0.1% | +4,743 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 9,910 | $49.9 萬 | 0.1% | +9,910 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 2,391 | $51.3 萬 | 0.1% | −62−2.5% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,412 | $51.5 萬 | 0.1% | +57+1.7% | 加碼 | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,915 | $51.8 萬 | 0.1% | +31+0.3% | 加碼 | – |
| SAPSAP SE | ADR | 3,744 | $52.5 萬 | 0.1% | +276+8.0% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 14,703 | $52.8 萬 | 0.1% | +5,000+51.5% | 加碼 | – |
| MSMorgan Stanley | Stock | 5,400 | $53.0 萬 | 0.1% | −6−0.1% | 減碼 | 歷史 |
| DACDanaos Corp | SHS | 7,150 | $53.4 萬 | 0.1% | −20−0.3% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 11,398 | $53.5 萬 | 0.1% | +11,398 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,153 | $54.1 萬 | 0.1% | −479−8.5% | 減碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 2,998 | $54.6 萬 | 0.1% | −933−23.7% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,377 | $54.7 萬 | 0.1% | −48−3.4% | 減碼 | – |
| WHRWhirlpool Corp | Stock | 2,352 | $55.2 萬 | 0.1% | −267−10.2% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,176 | $55.2 萬 | 0.1% | +46+1.5% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 7,580 | $55.6 萬 | 0.1% | +36+0.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,244 | $55.8 萬 | 0.1% | −111−1.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,621 | $56.1 萬 | 0.1% | +669+22.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,171 | $56.5 萬 | 0.1% | −1,340−24.3% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,534 | $56.9 萬 | 0.1% | +67+0.8% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 12,405 | $58.6 萬 | 0.1% | +6,105+96.9% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 2,731 | $58.8 萬 | 0.1% | +2,731 | 新進 | 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% | – |