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 |
|---|---|---|---|---|---|---|---|
| SPGSimon Property Group Inc. | REIT | 4,282 | $56.3 萬 | 0.1% | +592+16.0% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 5,038 | $56.5 萬 | 0.1% | +136+2.8% | 加碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 9,633 | $56.6 萬 | 0.1% | −171−1.7% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,711 | $57.7 萬 | 0.1% | +178+11.6% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 1,968 | $57.8 萬 | 0.1% | +338+20.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,203 | $58.1 萬 | 0.1% | +50+1.0% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,169 | $59.7 萬 | 0.1% | −243−7.1% | 減碼 | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 13,585 | $59.7 萬 | 0.1% | +467+3.6% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,627 | $60.2 萬 | 0.1% | −940−20.6% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,616 | $60.3 萬 | 0.1% | +82+1.0% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 7,596 | $60.3 萬 | 0.1% | +16+0.2% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,393 | $60.7 萬 | 0.1% | +112+8.7% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 906 | $61.2 萬 | 0.1% | −9−1.0% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 16,909 | $61.4 萬 | 0.1% | −434−2.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,680 | $61.6 萬 | 0.1% | +43+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 992 | $62.5 萬 | 0.1% | −28−2.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,528 | $62.5 萬 | 0.1% | +105+4.3% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 8,736 | $63.1 萬 | 0.1% | −795−8.3% | 減碼 | – |
| EVAEnviva, LLC | COM | 8,000 | $63.3 萬 | 0.1% | +8,000 | 新進 | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 10,569 | $63.4 萬 | 0.1% | −2,222−17.4% | 減碼 | – |
| LENLennar Corp | CL A | 7,991 | $64.9 萬 | 0.1% | +81+1.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,937 | $65.7 萬 | 0.1% | −778−8.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,432 | $66.0 萬 | 0.1% | +58+1.3% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 17,836 | $66.3 萬 | 0.1% | +316+1.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 4,941 | $66.5 萬 | 0.1% | +995+25.2% | 加碼 | – |
| DHRDanaher Corp | Stock | 2,289 | $67.1 萬 | 0.1% | −94−3.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,449 | $67.1 萬 | 0.1% | −6−0.2% | 減碼 | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 15,490 | $68.3 萬 | 0.1% | −912−5.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 5,274 | $68.6 萬 | 0.1% | −1,626−23.6% | 減碼 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 22,242 | $68.8 萬 | 0.1% | +22,242 | 新進 | – |
| EPDEnterprise Products Partners L.P. | Stock | 26,744 | $69.0 萬 | 0.1% | +6,062+29.3% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 6,537 | $70.0 萬 | 0.1% | +3,463+112.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 7,306 | $70.3 萬 | 0.1% | −1,926−20.9% | 減碼 | – |
| COPConocoPhillips | Stock | 7,047 | $70.5 萬 | 0.1% | +229+3.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,488 | $71.2 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,674 | $71.4 萬 | 0.1% | +678+17.0% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 7,979 | $71.5 萬 | 0.1% | +2,422+43.6% | 加碼 | 歷史 |
| DACDanaos Corp | SHS | 7,063 | $72.5 萬 | 0.1% | −87−1.2% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,701 | $73.2 萬 | 0.1% | −2,734−36.8% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 1,496 | $73.5 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,086 | $73.9 萬 | 0.1% | +64+2.1% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 3,597 | $73.9 萬 | 0.1% | +866+31.7% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 13,181 | $74.7 萬 | 0.1% | −115−0.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,807 | $77.9 萬 | 0.2% | +636+15.2% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,365 | $79.5 萬 | 0.2% | −1,281−12.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,694 | $79.8 萬 | 0.2% | −294−4.2% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 15,878 | $79.8 萬 | 0.2% | +5,968+60.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,473 | $81.6 萬 | 0.2% | −597−19.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 8,092 | $81.9 萬 | 0.2% | +845+11.7% | 加碼 | 歷史 |
| ITGartner Inc | COM | 2,763 | $82.2 萬 | 0.2% | −263−8.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,524 | $83.4 萬 | 0.2% | +481+11.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,071 | $84.0 萬 | 0.2% | −456−2.8% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,421 | $84.6 萬 | 0.2% | +63+2.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,837 | $84.9 萬 | 0.2% | +61+2.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,057 | $84.9 萬 | 0.2% | −80−2.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 7,763 | $86.1 萬 | 0.2% | +1,454+23.0% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 6,382 | $87.3 萬 | 0.2% | +103+1.6% | 加碼 | 歷史 |
| WUWestern Union CO | Stock | 46,656 | $87.4 萬 | 0.2% | +427+0.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,180 | $88.2 萬 | 0.2% | −84−1.0% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 2,978 | $89.4 萬 | 0.2% | +253+9.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,899 | $89.9 萬 | 0.2% | +997+25.6% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 4,570 | $91.1 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,079 | $92.9 萬 | 0.2% | −72−2.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,138 | $93.8 萬 | 0.2% | +18+0.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,312 | $94.0 萬 | 0.2% | −5,378−30.4% | 減碼 | – |
| NUENucor Corp | COM | 6,484 | $96.4 萬 | 0.2% | +18+0.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,128 | $96.7 萬 | 0.2% | −2,580−33.5% | 減碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 14,984 | $98.4 萬 | 0.2% | −48,327−76.3% | 減碼 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 9,578 | $98.5 萬 | 0.2% | +868+10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,795 | $99.2 萬 | 0.2% | −57−0.3% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 11,375 | $99.2 萬 | 0.2% | −2,878−20.2% | 減碼 | – |
| DFSDiscover Financial Services | COM | 9,238 | $101.8 萬 | 0.2% | +1,539+20.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,803 | $102.2 萬 | 0.2% | −7,816−44.4% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 747 | $102.6 萬 | 0.2% | +10+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 25,686 | $105.9 萬 | 0.2% | +1,425+5.9% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 16,086 | $107.1 萬 | 0.2% | +5,508+52.1% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 5,043 | $110.0 萬 | 0.2% | −26−0.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,572 | $110.5 萬 | 0.2% | −81−1.7% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 21,640 | $111.6 萬 | 0.2% | −8,164−27.4% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 16,946 | $112.3 萬 | 0.2% | −865−4.9% | 減碼 | – |
| KOCoca Cola Co | Stock | 18,374 | $113.9 萬 | 0.2% | +234+1.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,008 | $114.3 萬 | 0.2% | +53+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,420 | $114.8 萬 | 0.2% | +830+10.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,106 | $117.6 萬 | 0.2% | −1,793−10.0% | 減碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 32,524 | $118.5 萬 | 0.2% | −12,300−27.4% | 減碼 | – |
| INTUIntuit Inc. | Stock | 2,467 | $118.6 萬 | 0.2% | +1,902+336.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,340 | $119.0 萬 | 0.2% | +949+14.8% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 9,822 | $122.4 萬 | 0.2% | +9,822 | 新進 | – |
| NVDANVIDIA Corp | Stock | 4,490 | $122.5 萬 | 0.2% | +272+6.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,129 | $122.8 萬 | 0.2% | +178+2.0% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 5,082 | $123.2 萬 | 0.2% | −127−2.4% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 4,074 | $124.7 萬 | 0.2% | −1,710−29.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,837 | $126.5 萬 | 0.2% | +657+10.6% | 加碼 | – |
| SOSouthern Co | Stock | 17,535 | $127.1 萬 | 0.3% | +1,877+12.0% | 加碼 | 歷史 |
| Metaurus Equity Component Tr59140L100 | US EQT CUM 2027 | 137,534 | $127.1 萬 | 0.3% | +9,785+7.7% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12,540 | $129.1 萬 | 0.3% | +12,540 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,495 | $130.1 萬 | 0.3% | +510+5.7% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 3,569 | $130.4 萬 | 0.3% | +282+8.6% | 加碼 | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 27,609 | $132.3 萬 | 0.3% | +530+2.0% | 加碼 | – |
| NVONovo Nordisk A S | ADR | 11,916 | $132.3 萬 | 0.3% | +7,876+195.0% | 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 |