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Livermore
Livermore
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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
472
較 2021 年第 4 季 −4
總值
$5.07 億
較 2021 年第 4 季 −$2,714 萬 (−5.1%)
申報日
2022/5/2
SEC
Personal Cfo Solutions, LLC 在 2022 年第 1 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
TYMETyme Technologies, Inc.COM11,000$4,000<0.1%00.0%不變歷史
EVFMEvofem Biosciences, Inc.COM15,888$5,000<0.1%00.0%不變歷史
ALPPAlpine 4 Holdings, Inc.COM10,152$1.10 萬<0.1%+10,152新進歷史
CARMCarisma Therapeutics Inc.COM18,000$1.10 萬<0.1%00.0%不變歷史
VEONVEON Ltd.SPONSORED ADR20,200$1.40 萬<0.1%+20,200新進歷史
STEXStreamex Corp.COM NEW13,955$1.60 萬<0.1%+13,955新進歷史
CETXCemtrex IncCOM NEW25,368$1.60 萬<0.1%+14,490+133.2%加碼歷史
ARDXArdelyx, Inc.COM20,000$2.10 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
MREOMereo BioPharma Group plcSPON ADS25,888$2.90 萬<0.1%00.0%不變歷史
SEACSeachange International IncCOM36,725$4.10 萬<0.1%+36,725新進歷史
BBDBank BradescoSP ADR PFD NEW10,092$4.70 萬<0.1%+10,092新進歷史
ABEVAmbev S.A.SPONSORED ADR16,253$5.20 萬<0.1%+669+4.3%加碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR26,388$5.40 萬<0.1%00.0%不變歷史
AVEOAveo Pharmaceuticals, Inc.COM NEW10,000$5.60 萬<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR16,900$5.70 萬<0.1%+1,349+8.7%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR30,744$7.40 萬<0.1%+2,998+10.8%加碼歷史
VSTMVerastem, Inc.COM53,365$7.50 萬<0.1%−14,000−20.8%減碼歷史
NLYAnnaly Capital Management IncCOM12,377$8.70 萬<0.1%+12,377新進歷史
RNACCartesian Therapeutics, Inc.COM74,888$9.20 萬<0.1%+19,500+35.2%加碼歷史
CERSCerus CorpCOM19,500$10.7 萬<0.1%−7,000−26.4%減碼歷史
HIVEHIVE Digital Technologies Ltd.COM50,000$10.7 萬<0.1%−10,000−16.7%減碼歷史
CYPHCypherpunk Technologies Inc.COM63,165$11.1 萬<0.1%−8,000−11.2%減碼歷史
VMOInvesco Municipal Opportunity TrustCOM10,000$11.5 萬<0.1%+10,000新進歷史
VKQInvesco Municipal TrustCOM10,000$11.5 萬<0.1%+10,000新進歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS19,302$11.9 萬<0.1%+86+0.4%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A17,238$17.1 萬<0.1%00.0%不變歷史
FFord Motor CoStock10,476$17.7 萬<0.1%−1,389−11.7%減碼歷史
DSXDiana Shipping Inc.COM32,857$17.7 萬<0.1%−502−1.5%減碼歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1010,014$18.2 萬<0.1%+10,014新進歷史
ISEEIVERIC bio, Inc.COM10,800$18.2 萬<0.1%−500−4.4%減碼歷史
CNHCNH Industrial N.V.SHS12,034$19.1 萬<0.1%+1,606+15.4%加碼歷史
U.S. Global Jets ETF26922A842ETF9,218$20.1 萬<0.1%+9,218新進–
KWRQuaker Chemical CorpCOM1,162$20.1 萬<0.1%+57+5.2%加碼歷史
Vanguard Short-Term Bond ETF921937827ETF2,603$20.3 萬<0.1%−26−1.0%減碼–
NEMNEWMONT CorpStock2,563$20.4 萬<0.1%+2,563新進歷史
DOVDOVER CorpCOM1,300$20.4 萬<0.1%+35+2.8%加碼歷史
HESHess CorpStock1,926$20.6 萬<0.1%−3,313−63.2%減碼歷史
RPMRPM International IncCOM2,539$20.7 萬<0.1%+153+6.4%加碼歷史
AANAaron's Company, Inc.COM10,311$20.7 萬<0.1%+482+4.9%加碼歷史
SHWSherwin Williams CoCOM837$20.9 萬<0.1%+262+45.6%加碼歷史
WSMWilliams Sonoma IncCOM1,440$20.9 萬<0.1%+1,440新進歷史
Copel-ADR20441B605ADR26,820$21.0 萬<0.1%+26,820新進–
INGING Groep NVSPONSORED ADR20,425$21.3 萬<0.1%+888+4.5%加碼歷史
CDWCDW CorpCOM1,208$21.6 萬<0.1%−199−14.1%減碼歷史
EQIXEquinix IncCOM291$21.6 萬<0.1%−24−7.6%減碼歷史
AUDCAudiocodes LtdORD8,469$21.6 萬<0.1%+351+4.3%加碼歷史
MNROMonro, Inc.COM4,894$21.7 萬<0.1%+216+4.6%加碼歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH5,075$21.7 萬<0.1%−175−3.3%減碼–
iShares Select Dividend ETF464287168ETF1,701$21.8 萬<0.1%+2+0.1%加碼–
AGMFederal Agricultural Mortgage CorpCL C2,013$21.8 萬<0.1%+93+4.8%加碼歷史
AAPAdvance Auto Parts IncCOM1,064$22.0 萬<0.1%+55+5.5%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM9,017$22.0 萬<0.1%+9,017新進歷史
KBHKB HomeCOM6,810$22.1 萬<0.1%+294+4.5%加碼歷史
TNLTravel & Leisure Co.COM3,840$22.2 萬<0.1%+3,840新進歷史
HEIHeico CorpCOM1,445$22.2 萬<0.1%+7+0.5%加碼歷史
AEGAegon Ltd.NY REGISTRY SHS42,084$22.3 萬<0.1%+42,084新進歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,737$22.4 萬<0.1%+4+0.1%加碼–
BCSBarclays PLCADR28,387$22.4 萬<0.1%−123−0.4%減碼歷史
UVXYProShares Trust IIULTRA VIX SHORT16,660$22.4 萬<0.1%+16,660新進歷史
EWEdwards Lifesciences CorpStock1,912$22.5 萬<0.1%−228−10.7%減碼歷史
MPCMarathon Petroleum CorpStock2,646$22.6 萬<0.1%+2,646新進歷史
ALKSAlkermes plc.SHS8,600$22.6 萬<0.1%00.0%不變歷史
MSCIMSCI Inc.Stock452$22.7 萬<0.1%−758−62.6%減碼歷史
iShares Tr464288513IBOXX HI YD ETF2,776$22.8 萬<0.1%−29,198−91.3%減碼–
WMWaste Management IncStock1,444$22.9 萬<0.1%+75+5.5%加碼歷史
APHAmphenol CorpCL A3,049$23.0 萬<0.1%+89+3.0%加碼歷史
TTECTTEC Holdings, Inc.COM2,789$23.0 萬<0.1%+2,789新進歷史
CORCencora, Inc.Stock1,507$23.3 萬<0.1%+1,507新進歷史
AGNTAGNT, Inc.COM10,989$23.3 萬<0.1%+10,989新進歷史
SUISun Communities IncCOM1,329$23.3 萬<0.1%+120+9.9%加碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW6,828$23.4 萬<0.1%+6,828新進歷史
NMZNuveen Municipal High Income Opportunity FundCOM18,000$23.4 萬<0.1%+18,000新進歷史
CBRECbre Group, Inc.CL A2,569$23.5 萬<0.1%+146+6.0%加碼歷史
ABMDAbiomed IncCOM708$23.5 萬<0.1%+708新進歷史
Vanguard Ftse Developed Markets ETF921943858ETF4,949$23.8 萬<0.1%+31+0.6%加碼–
LWLGLightwave Logic, Inc.COM25,000$24.0 萬<0.1%00.0%不變歷史
ABMAbm Industries IncCOM5,211$24.0 萬<0.1%+234+4.7%加碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE6,389$24.1 萬<0.1%−665−9.4%減碼–
NXJNuveen New Jersey Quality Municipal Income FundCOM18,001$24.1 萬<0.1%+4,957+38.0%加碼歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF16,500$24.4 萬<0.1%+993+6.4%加碼歷史
EXRExtra Space Storage Inc.COM1,189$24.4 萬<0.1%−61−4.9%減碼歷史
ECLEcolab Inc.Stock1,399$24.7 萬<0.1%+335+31.5%加碼歷史
SHOEShoe Station Group IncCOM8,454$24.7 萬<0.1%+336+4.1%加碼歷史
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.COM18,501$24.7 萬<0.1%+5,441+41.7%加碼歷史
CRHCRH Public Ltd CoADR6,155$24.7 萬<0.1%+404+7.0%加碼歷史
FTNTFortinet, Inc.Stock729$24.9 萬<0.1%−9−1.2%減碼歷史
ETNEaton Corp plcStock1,646$25.0 萬<0.1%−121−6.8%減碼歷史
CASYCaseys General Stores IncCOM1,259$25.0 萬<0.1%+61+5.1%加碼歷史
BWABorgwarner IncCOM6,436$25.0 萬<0.1%+1,301+25.3%加碼歷史
TWTRTwitter, Inc.COM6,459$25.0 萬<0.1%+623+10.7%加碼歷史
iShares Inc464286392MSCI WORLD ETF1,978$25.3 萬<0.1%+455+29.9%加碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF2,475$25.4 萬0.1%−10,462−80.9%減碼–
BWXTBWX Technologies, Inc.COM4,715$25.4 萬0.1%+488+11.5%加碼歷史
PLTRPalantir Technologies Inc.Stock18,663$25.6 萬0.1%+191+1.0%加碼歷史
USBUS Bancorp DECOM NEW4,816$25.6 萬0.1%+180+3.9%加碼歷史
SSTKShutterstock, Inc.COM2,749$25.6 萬0.1%+326+13.5%加碼歷史
IPARInterparfums IncCOM2,938$25.9 萬0.1%+138+4.9%加碼歷史
OLEDUniversal Display CorpCOM1,554$25.9 萬0.1%+277+21.7%加碼歷史

2021 年第 4 季之後清倉（54 檔）

2021 年第 4 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 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
Fidelity Merrimack STR Tr316188309TOTAL BD ETF47,303$250.8 萬0.5%–
State Street Technology Select Sector SPDR ETF81369Y803ETF7,736$134.5 萬0.3%–
State Street Materials Select Sector SPDR ETF81369Y100ETF14,501$131.4 萬0.2%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF14,103$109.6 萬0.2%–
WisdomTree Tr97717W430HEDGED HI YLD BD43,893$97.7 萬0.2%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,756$76.3 萬0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF1,969$44.5 萬0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF11,994$43.8 萬0.1%–
CCMPCMC Materials, Inc.COM2,195$42.1 萬0.1%歷史
SPDR Series Trust78468R408ST TERM HIGH ETF14,557$39.5 萬0.1%–
PIMCO ETF Tr72201R7830-5 HIGH YIELD3,625$35.9 萬0.1%–
iShares Tr46435U853BROAD USD HIGH8,667$35.7 萬0.1%–
DBX ETF Tr233051432XTRACK USD HIGH8,898$35.5 萬0.1%–
JCIJohnson Controls International plcStock4,357$35.4 萬0.1%歷史
WisdomTree Tr97717X578EM EX ST-OWNED9,403$34.7 萬0.1%–
BNTXBioNTech SESPONSORED ADS1,276$32.9 萬0.1%歷史
OKEONEOK IncCOM5,563$32.7 萬0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$31.6 萬0.1%歷史
TTDTrade Desk, Inc.Stock3,160$29.0 萬0.1%歷史
iShares Russell Midcap ETF464287499ETF3,277$27.2 萬0.1%–
iShares U.S. Medical Devices ETF464288810ETF4,060$26.7 萬<0.1%–
VEEVVeeva Systems IncStock1,036$26.5 萬<0.1%歷史
AERAerCap Holdings N.V.SHS3,909$25.6 萬<0.1%歷史
MMSMaximus, Inc.COM3,146$25.1 萬<0.1%歷史
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,998$25.0 萬<0.1%歷史
iShares Tr46435G334MSCI UK ETF NEW7,471$24.8 萬<0.1%–
CNPCenterpoint Energy IncCOM8,728$24.4 萬<0.1%歷史
PLNTPlanet Fitness, Inc.CL A2,667$24.2 萬<0.1%歷史
GMABGenmab A/SSPONSORED ADS6,053$23.9 萬<0.1%歷史
iShares Tr464287622RUS 1000 ETF881$23.3 萬<0.1%–
MSMMSC Industrial Direct Co IncCL A2,768$23.3 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM2,536$23.3 萬<0.1%歷史
ETSYEtsy IncCOM1,061$23.2 萬<0.1%歷史
OKTAOkta, Inc.CL A1,019$22.8 萬<0.1%歷史
UUnity Software Inc.COM1,536$22.0 萬<0.1%歷史
COLDAmericold Realty TrustCOM6,674$21.9 萬<0.1%歷史
NTAPNetApp, Inc.Stock2,365$21.8 萬<0.1%歷史
UNFUnifirst CorpCOM1,036$21.8 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock745$21.0 萬<0.1%歷史
ALLAllstate CorpStock1,778$20.9 萬<0.1%歷史
RVTYRevvity, Inc.COM1,037$20.8 萬<0.1%歷史
WINGWingstop Inc.COM1,203$20.8 萬<0.1%歷史
iShares Tr464288687PFD AND INCM SEC5,284$20.8 萬<0.1%–
Amplify ETF Tr032108888BLACKSWAN GRWT6,000$20.7 萬<0.1%–
CRAICra International, Inc.COM2,193$20.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN1,608$20.5 萬<0.1%–
KMBKimberly Clark CorpStock1,431$20.4 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW5,221$20.4 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF442$20.3 萬<0.1%–
GGALGrupo Financiero Galicia SASPONSORED ADR21,399$20.3 萬<0.1%歷史
UMCUnited Microelectronics CorpSPON ADR NEW13,777$16.1 萬<0.1%歷史
NGNENeurogene Inc.COM11,700$5.60 萬<0.1%歷史
TLISTalis Biomedical CorpCOM10,000$4.00 萬<0.1%歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD10,524$3.90 萬<0.1%歷史