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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 1,341 | $36.6 萬 | 0.1% | +189+16.4% | 加碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 2,945 | $36.6 萬 | 0.1% | −53−1.8% | 減碼 | 歷史 |
| SWCHSwitch, Inc. | CL A | 11,885 | $36.6 萬 | 0.1% | +827+7.5% | 加碼 | 歷史 |
| LINLinde PLC | SHS | 1,156 | $36.9 萬 | 0.1% | +16+1.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,488 | $37.0 萬 | 0.1% | +187+8.1% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 901 | $37.0 萬 | 0.1% | +137+17.9% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 9,697 | $37.2 萬 | 0.1% | +4,578+89.4% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,316 | $37.4 萬 | 0.1% | −90−3.7% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,720 | $37.4 萬 | 0.1% | +3,492+82.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,021 | $37.4 萬 | 0.1% | +213+11.8% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,495 | $37.5 萬 | 0.1% | +120+8.7% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 2,839 | $37.5 萬 | 0.1% | +2,839 | 新進 | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 13,416 | $37.5 萬 | 0.1% | −627−4.5% | 減碼 | – |
| PGRProgressive Corp | Stock | 3,298 | $37.6 萬 | 0.1% | +22+0.7% | 加碼 | 歷史 |
| OZKBank OZK | COM | 8,795 | $37.6 萬 | 0.1% | +381+4.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,009 | $37.7 萬 | 0.1% | +529+15.2% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 2,587 | $37.8 萬 | 0.1% | +120+4.9% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,098 | $37.9 萬 | 0.1% | −279−20.3% | 減碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,259 | $38.1 萬 | 0.1% | −15−0.2% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,496 | $38.2 萬 | 0.1% | +3,496 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 747 | $38.2 萬 | 0.1% | −17−2.2% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 3,720 | $38.2 萬 | 0.1% | +105+2.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,317 | $38.3 萬 | 0.1% | +114+5.2% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 7,708 | $38.3 萬 | 0.1% | +341+4.6% | 加碼 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 15,846 | $38.4 萬 | 0.1% | +1,000+6.7% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,040 | $38.8 萬 | 0.1% | −141−3.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,575 | $39.1 萬 | 0.1% | +6,575 | 新進 | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 16,221 | $39.2 萬 | 0.1% | +642+4.1% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,315 | $39.6 萬 | 0.1% | +133+2.2% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,343 | $40.2 萬 | 0.1% | +839+18.6% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,178 | $40.2 萬 | 0.1% | −47−2.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,443 | $40.4 萬 | 0.1% | −6,853−60.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 20,371 | $40.4 萬 | 0.1% | +7,576+59.2% | 加碼 | – |
| CINFCincinnati Financial Corp | COM | 2,980 | $40.5 萬 | 0.1% | +56+1.9% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2,774 | $40.6 萬 | 0.1% | +127+4.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,789 | $40.7 萬 | 0.1% | +74+4.3% | 加碼 | 歷史 |
| BPBP PLC | ADR | 14,012 | $41.2 萬 | 0.1% | +1,531+12.3% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 2,401 | $41.5 萬 | 0.1% | +49+2.1% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 4,599 | $41.8 萬 | 0.1% | +669+17.0% | 加碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,294 | $42.6 萬 | 0.1% | +6+0.1% | 加碼 | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,181 | $42.6 萬 | 0.1% | −734−8.2% | 減碼 | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 14,703 | $42.7 萬 | 0.1% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 4,955 | $42.8 萬 | 0.1% | +387+8.5% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,992 | $43.0 萬 | 0.1% | +922+18.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,997 | $43.3 萬 | 0.1% | −152−3.7% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 982 | $43.3 萬 | 0.1% | −105−9.7% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,810 | $43.3 萬 | 0.1% | +214+4.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 567 | $43.3 萬 | 0.1% | +126+28.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,084 | $43.4 萬 | 0.1% | 00.0% | 不變 | – |
| FEFirstenergy Corp | COM | 9,483 | $43.5 萬 | 0.1% | +1,974+26.3% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,592 | $43.7 萬 | 0.1% | +7,592 | 新進 | – |
| IPGInterpublic Group of Companies, Inc. | COM | 12,454 | $44.1 萬 | 0.1% | +1,422+12.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,355 | $44.2 萬 | 0.1% | +985+18.3% | 加碼 | – |
| TGTTarget Corp | Stock | 2,083 | $44.2 萬 | 0.1% | +364+21.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,670 | $44.6 萬 | 0.1% | +10.0% | 加碼 | – |
| SAPSAP SE | ADR | 4,051 | $44.9 萬 | 0.1% | +307+8.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,590 | $45.1 萬 | 0.1% | +24+1.5% | 加碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 16,018 | $45.2 萬 | 0.1% | +836+5.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,746 | $45.6 萬 | 0.1% | +822+89.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 782 | $46.2 萬 | 0.1% | +77+10.9% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 2,309 | $46.9 萬 | 0.1% | +253+12.3% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,899 | $47.2 萬 | 0.1% | −26−1.4% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 24,904 | $47.2 萬 | 0.1% | −42−0.2% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,603 | $47.5 萬 | 0.1% | −79−4.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,067 | $47.7 萬 | 0.1% | +10+0.9% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 10,497 | $48.2 萬 | 0.1% | −3,671−25.9% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 3,858 | $48.6 萬 | 0.1% | −508−11.6% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 8,246 | $48.8 萬 | 0.1% | −603−6.8% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 12,781 | $49.0 萬 | 0.1% | −26,428−67.4% | 減碼 | – |
| PHMPultegroup Inc | COM | 11,728 | $49.1 萬 | 0.1% | −534−4.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 9,222 | $49.2 萬 | 0.1% | −22−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,421 | $49.7 萬 | 0.1% | −482−16.6% | 減碼 | – |
| XYLXylem Inc. | COM | 5,884 | $50.2 萬 | 0.1% | +216+3.8% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,758 | $50.3 萬 | 0.1% | −3,647−29.4% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,073 | $50.6 萬 | 0.1% | +5,073 | 新進 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,856 | $50.6 萬 | 0.1% | +821+27.1% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 6,961 | $51.8 萬 | 0.1% | −2,427−25.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 900 | $51.9 萬 | 0.1% | +119+15.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,802 | $52.2 萬 | 0.1% | +181+5.0% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,227 | $52.4 萬 | 0.1% | +5,227 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 6,215 | $52.4 萬 | 0.1% | +390+6.7% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 11,366 | $52.5 萬 | 0.1% | −32−0.3% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 753 | $52.6 萬 | 0.1% | −353−31.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,616 | $52.9 萬 | 0.1% | +12+0.5% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 5,432 | $53.3 萬 | 0.1% | +497+10.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,625 | $53.3 萬 | 0.1% | −138−1.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,211 | $53.5 萬 | 0.1% | +62+2.9% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 11,778 | $53.5 萬 | 0.1% | −302−2.5% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,000 | $53.7 萬 | 0.1% | −167−7.7% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 48,016 | $53.7 萬 | 0.1% | +10,595+28.3% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,508 | $53.8 萬 | 0.1% | +117+4.9% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,049 | $54.0 萬 | 0.1% | +21+1.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,864 | $54.6 萬 | 0.1% | +10,864 | 新進 | – |
| SLViShares Silver Trust | ETF | 23,971 | $54.8 萬 | 0.1% | +5,050+26.7% | 加碼 | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 18,959 | $55.1 萬 | 0.1% | −8,743−31.6% | 減碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,251 | $55.4 萬 | 0.1% | +75+2.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,233 | $55.8 萬 | 0.1% | −748−15.0% | 減碼 | 歷史 |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 5,230 | $55.8 萬 | 0.1% | +487+10.3% | 加碼 | – |
| MSMorgan Stanley | Stock | 6,417 | $56.1 萬 | 0.1% | +1,017+18.8% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 4,148 | $56.2 萬 | 0.1% | +392+10.4% | 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。
| 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 Tr316188309 | TOTAL BD ETF | 47,303 | $250.8 萬 | 0.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,736 | $134.5 萬 | 0.3% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 14,501 | $131.4 萬 | 0.2% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 14,103 | $109.6 萬 | 0.2% | – |
| WisdomTree Tr97717W430 | HEDGED HI YLD BD | 43,893 | $97.7 萬 | 0.2% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,756 | $76.3 萬 | 0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,969 | $44.5 萬 | 0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 11,994 | $43.8 萬 | 0.1% | – |
| CCMPCMC Materials, Inc. | COM | 2,195 | $42.1 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 14,557 | $39.5 萬 | 0.1% | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,625 | $35.9 萬 | 0.1% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 8,667 | $35.7 萬 | 0.1% | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 8,898 | $35.5 萬 | 0.1% | – |
| JCIJohnson Controls International plc | Stock | 4,357 | $35.4 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 9,403 | $34.7 萬 | 0.1% | – |
| BNTXBioNTech SE | SPONSORED ADS | 1,276 | $32.9 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 5,563 | $32.7 萬 | 0.1% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $31.6 萬 | 0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 3,160 | $29.0 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,277 | $27.2 萬 | 0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 4,060 | $26.7 萬 | <0.1% | – |
| VEEVVeeva Systems Inc | Stock | 1,036 | $26.5 萬 | <0.1% | 歷史 |
| AERAerCap Holdings N.V. | SHS | 3,909 | $25.6 萬 | <0.1% | 歷史 |
| MMSMaximus, Inc. | COM | 3,146 | $25.1 萬 | <0.1% | 歷史 |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 10,998 | $25.0 萬 | <0.1% | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 7,471 | $24.8 萬 | <0.1% | – |
| CNPCenterpoint Energy Inc | COM | 8,728 | $24.4 萬 | <0.1% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 2,667 | $24.2 萬 | <0.1% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 6,053 | $23.9 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 881 | $23.3 萬 | <0.1% | – |
| MSMMSC Industrial Direct Co Inc | CL A | 2,768 | $23.3 萬 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 2,536 | $23.3 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 1,061 | $23.2 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 1,019 | $22.8 萬 | <0.1% | 歷史 |
| UUnity Software Inc. | COM | 1,536 | $22.0 萬 | <0.1% | 歷史 |
| COLDAmericold Realty Trust | COM | 6,674 | $21.9 萬 | <0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,365 | $21.8 萬 | <0.1% | 歷史 |
| UNFUnifirst Corp | COM | 1,036 | $21.8 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 745 | $21.0 萬 | <0.1% | 歷史 |
| ALLAllstate Corp | Stock | 1,778 | $20.9 萬 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 1,037 | $20.8 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 1,203 | $20.8 萬 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 5,284 | $20.8 萬 | <0.1% | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 6,000 | $20.7 萬 | <0.1% | – |
| CRAICra International, Inc. | COM | 2,193 | $20.5 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 1,608 | $20.5 萬 | <0.1% | – |
| KMBKimberly Clark Corp | Stock | 1,431 | $20.4 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,221 | $20.4 萬 | <0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 442 | $20.3 萬 | <0.1% | – |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 21,399 | $20.3 萬 | <0.1% | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 13,777 | $16.1 萬 | <0.1% | 歷史 |
| NGNENeurogene Inc. | COM | 11,700 | $5.60 萬 | <0.1% | 歷史 |
| TLISTalis Biomedical Corp | COM | 10,000 | $4.00 萬 | <0.1% | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 10,524 | $3.90 萬 | <0.1% | 歷史 |