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Livermore
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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
OKEONEOK IncCOM5,563$32.7 萬0.1%+1,812+48.3%加碼歷史
CMECME Group Inc.COM1,417$32.4 萬0.1%+66+4.9%加碼歷史
CNSCohen & Steers, Inc.COM3,469$32.1 萬0.1%−10.0%減碼歷史
HLNEHamilton Lane INCCL A3,080$31.9 萬0.1%+120+4.1%加碼歷史
SHOEShoe Station Group IncCOM8,118$31.7 萬0.1%−1,270−13.5%減碼歷史
SWCHSwitch, Inc.CL A11,058$31.7 萬0.1%+11,058新進歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$31.6 萬0.1%00.0%不變歷史
CHEChemed CorpCOM594$31.4 萬0.1%−13−2.1%減碼歷史
LMATLemaitre Vascular IncCOM6,210$31.2 萬0.1%+30+0.5%加碼歷史
FEFirstenergy CorpCOM7,509$31.2 萬0.1%+7,509新進歷史
NOGNorthern Oil & Gas, Inc.COM15,182$31.2 萬0.1%+290+1.9%加碼歷史
MLMMartin Marietta Materials IncCOM706$31.1 萬0.1%+81+13.0%加碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS14,756$31.1 萬0.1%+921+6.7%加碼歷史
LKFNLakeland Financial CorpCOM3,870$31.0 萬0.1%−42−1.1%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM3,682$30.9 萬0.1%−38−1.0%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN37,421$30.8 萬0.1%−2,603−6.5%減碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR10,601$30.7 萬0.1%+10,601新進歷史
ETNEaton Corp plcStock1,767$30.5 萬0.1%+89+5.3%加碼歷史
CRHCRH Public Ltd CoADR5,751$30.4 萬0.1%−16−0.3%減碼歷史
STZConstellation Brands, Inc.Stock1,199$30.1 萬0.1%+1,199新進歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,241$30.0 萬0.1%−5−0.4%減碼–
IPARInterparfums IncCOM2,800$29.9 萬0.1%+2,800新進歷史
SPDR Series Trust78468R887ST STR R2K LOWV2,500$29.9 萬0.1%00.0%不變–
MTRNMATERION CorpCOM3,241$29.8 萬0.1%−29−0.9%減碼歷史
HOMBHome Bancshares IncCOM12,252$29.8 萬0.1%+8+0.1%加碼歷史
MTArcelorMittalNY REGISTRY SH9,375$29.8 萬0.1%+133+1.4%加碼歷史
APDAir Products & Chemicals, Inc.Stock974$29.6 萬0.1%+39+4.2%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L205$29.6 萬0.1%+205新進–
BCSBarclays PLCADR28,510$29.5 萬0.1%+3,570+14.3%加碼歷史
UMHUmh Properties, Inc.COM10,736$29.3 萬0.1%−78−0.7%減碼歷史
KBHKB HomeCOM6,516$29.1 萬0.1%+34+0.5%加碼歷史
UNPUnion Pacific CorpStock1,152$29.0 萬0.1%+131+12.8%加碼歷史
TTDTrade Desk, Inc.Stock3,160$29.0 萬0.1%+184+6.2%加碼歷史
CDWCDW CorpCOM1,407$28.8 萬0.1%−4−0.3%減碼歷史
Invesco Actively Managed Exc46090A705S&P500 DOWNSID7,578$28.8 萬0.1%+7,578新進–
WisdomTree Tr97717W505US MIDCAP DIVID6,451$28.6 萬0.1%+76+1.2%加碼–
AGCOAGCO CorpCOM2,467$28.6 萬0.1%+492+24.9%加碼歷史
EXRExtra Space Storage Inc.COM1,250$28.3 萬0.1%−230−15.5%減碼歷史
RELXRELX PLCSPONSORED ADR8,667$28.3 萬0.1%−93−1.1%減碼歷史
AUDCAudiocodes LtdORD8,118$28.2 萬0.1%−50−0.6%減碼歷史
CMAComerica IncCOM3,242$28.2 萬0.1%−77−2.3%減碼歷史
IRMIron Mountain IncCOM5,352$28.0 萬0.1%−2,051−27.7%減碼歷史
CPKChesapeake Utilities CorpCOM1,919$28.0 萬0.1%−23−1.2%減碼歷史
CTSHCognizant Technology Solutions CorpCL A3,161$28.0 萬0.1%+3,161新進歷史
CCOICogent Communications Holdings, Inc.COM NEW3,830$28.0 萬0.1%−11−0.3%減碼歷史
KLICKulicke & Soffa Industries IncCOM4,601$27.9 萬0.1%+4,601新進歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF15,507$27.8 萬0.1%−1,281−7.6%減碼歷史
EWEdwards Lifesciences CorpStock2,140$27.7 萬0.1%+176+9.0%加碼歷史
METMetlife IncStock4,436$27.7 萬0.1%−67−1.5%減碼歷史
EEni SpASPONSORED ADR10,023$27.7 萬0.1%+10,023新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE7,054$27.7 萬0.1%−150−2.1%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF1,216$27.5 萬0.1%+1,216新進–
MNROMonro, Inc.COM4,678$27.3 萬0.1%+20.0%加碼歷史
iShares Russell Midcap ETF464287499ETF3,277$27.2 萬0.1%00.0%不變–
INGING Groep NVSPONSORED ADR19,537$27.2 萬0.1%−576−2.9%減碼歷史
ALSumisho Air Lease CorpCL A6,134$27.1 萬0.1%−210−3.3%減碼歷史
SSTKShutterstock, Inc.COM2,423$26.9 萬0.1%+16+0.7%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF4,060$26.7 萬<0.1%+4,060新進–
POWIPower Integrations IncCOM2,875$26.7 萬<0.1%+406+16.4%加碼歷史
EQIXEquinix IncCOM315$26.6 萬<0.1%−27−7.9%減碼歷史
FTNTFortinet, Inc.Stock738$26.5 萬<0.1%−224−23.3%減碼歷史
VEEVVeeva Systems IncStock1,036$26.5 萬<0.1%−27−2.5%減碼歷史
CBRECbre Group, Inc.CL A2,423$26.3 萬<0.1%+2,423新進歷史
CMPCompass Minerals International IncStock5,102$26.1 萬<0.1%+224+4.6%加碼歷史
DOWDow Inc.Stock4,581$26.0 萬<0.1%−125−2.7%減碼歷史
First Tr Exchng Traded FD VI33740U778VEST BUFFERED12,795$26.0 萬<0.1%+12,795新進–
USBUS Bancorp DECOM NEW4,636$26.0 萬<0.1%+623+15.5%加碼歷史
APHAmphenol CorpCL A2,960$25.9 萬<0.1%+2,960新進歷史
TROWPrice T Rowe Group IncStock1,304$25.6 萬<0.1%+1,304新進歷史
EHCEncompass Health CorpCOM3,922$25.6 萬<0.1%−179−4.4%減碼歷史
AERAerCap Holdings N.V.SHS3,909$25.6 萬<0.1%+3,909新進歷史
ALSNAllison Transmission Holdings IncStock7,016$25.5 萬<0.1%+1,311+23.0%加碼歷史
KWRQuaker Chemical CorpCOM1,105$25.5 萬<0.1%+24+2.2%加碼歷史
SSLSasol LtdSPONSORED ADR15,579$25.5 萬<0.1%+190+1.2%加碼歷史
SUISun Communities IncCOM1,209$25.4 萬<0.1%+1,209新進歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH5,250$25.4 萬<0.1%+380+7.8%加碼–
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
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
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
FISFidelity National Information Services, Inc.Stock2,278$24.9 萬<0.1%+573+33.6%加碼歷史
iShares Tr46435G334MSCI UK ETF NEW7,471$24.8 萬<0.1%−525−6.6%減碼–
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
FFord Motor CoStock11,865$24.6 萬<0.1%+681+6.1%加碼歷史
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
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
RPMRPM International IncCOM2,386$24.1 萬<0.1%+2,386新進歷史
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
AGMFederal Agricultural Mortgage CorpCL C1,920$23.8 萬<0.1%−342−15.1%減碼歷史
CASYCaseys General Stores IncCOM1,198$23.6 萬<0.1%+127+11.9%加碼歷史
iShares Tr464287622RUS 1000 ETF881$23.3 萬<0.1%+881新進–

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%–