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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/8/5 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
430
較 2022 年第 1 季 −42
總值
$4.26 億
較 2022 年第 1 季 −$8,069 萬 (−15.9%)
申報日
2022/8/5
SEC
Personal Cfo Solutions, LLC 在 2022 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF198,367$2,184 萬5.1%+182,341+1,137.8%加碼–
Innovator ETFs Trust45782C508US EQTY PWR BUF715,336$2,148 萬5.0%−2,082−0.3%減碼–
CBChubb LtdStock73,416$1,443 萬3.4%−56−0.1%減碼歷史
AAPLApple Inc.Stock87,273$1,193 萬2.8%+4,177+5.0%加碼歷史
BABoeing CoStock73,980$1,012 萬2.4%+154+0.2%加碼歷史
ITTItt Inc.COM141,085$948.7 萬2.2%+85+0.1%加碼歷史
Innovator ETFs Trust45782C722INTRNL DEV JULY395,570$899.1 萬2.1%+5,630+1.4%加碼–
Innovator ETFs Trust45782C342US SML CP PWR ET337,981$815.3 萬1.9%+337,981新進–
PMVPPMV Pharmaceuticals, Inc.COM550,342$784.2 萬1.8%+200,000+57.1%加碼歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL257,729$777.1 萬1.8%+257,729新進–
MSFTMicrosoft CorpStock27,059$695.0 萬1.6%+1,262+4.9%加碼歷史
AMZNAmazon Com IncStock65,226$692.8 萬1.6%+4,946+8.2%加碼依 20 比 1 拆股換算歷史
GOOGAlphabet Inc.Stock3,001$656.5 萬1.5%+289+10.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD77,675$643.1 萬1.5%−129−0.2%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM97,635$541.4 萬1.3%+1,800+1.9%加碼–
GOOGLAlphabet Inc.Stock2,435$530.7 萬1.2%−25−1.0%減碼歷史
MRKMerck & Co., Inc.Stock54,939$500.9 萬1.2%+7,351+15.4%加碼歷史
Fidelity Covington Trust316092303CONSMR STAPLES111,850$484.0 萬1.1%+111,850新進–
PFEPfizer IncStock88,444$463.7 萬1.1%−3,439−3.7%減碼歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF104,845$450.5 萬1.1%+104,845新進–
VZVerizon Communications IncStock87,516$444.1 萬1.0%−509−0.6%減碼歷史
Fidelity Covington Trust316092709MSCI INDL INDX96,012$434.0 萬1.0%−1,989−2.0%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF59,369$424.5 萬1.0%+17,479+41.7%加碼–
Fidelity MSCI Information Technology Index ETF316092808ETF43,246$417.3 萬1.0%−11,638−21.2%減碼–
ProShares Tr74347X294HD REPLICATION89,618$416.4 萬1.0%+2,848+3.3%加碼–
Fidelity MSCI Financials Index ETF316092501ETF86,370$385.5 萬0.9%−24,774−22.3%減碼–
New York Life Investments Et45409B800MERGE ARBIT ETF117,953$365.2 萬0.9%+3,401+3.0%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS59,292$349.0 萬0.8%+59,292新進–
Innovator ETFs Trust45782C359EMRGNG MKT APRIL147,797$342.6 萬0.8%+147,797新進–
Vanguard High Dividend Yield Index ETF921946406ETF32,381$329.3 萬0.8%+4,416+15.8%加碼–
iShares Core S&P 500 ETF464287200ETF8,356$316.8 萬0.7%+65+0.8%加碼–
SPYSPDR S&P 500 ETF TrustETF8,188$308.9 萬0.7%−195−2.3%減碼歷史
GDGeneral Dynamics CorpStock13,908$307.7 萬0.7%+115+0.8%加碼歷史
Vanguard S&P 500 ETF922908363ETF8,607$298.6 萬0.7%+807+10.3%加碼–
VVisa Inc.Stock13,793$271.6 萬0.6%−470−3.3%減碼歷史
JNJJohnson & JohnsonStock14,439$256.3 萬0.6%+32+0.2%加碼歷史
Fidelity High Dividend ETF316092840ETF70,418$253.0 萬0.6%+3,544+5.3%加碼–
UNHUnitedHealth Group IncStock4,655$239.1 萬0.6%−25−0.5%減碼歷史
BRK.BBerkshire Hathaway IncStock8,489$231.8 萬0.5%+1,025+13.7%加碼歷史
MAMastercard IncStock6,925$218.5 萬0.5%−601−8.0%減碼歷史
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH12,048$217.9 萬0.5%+12,048新進–
ADBEAdobe Inc.Stock5,946$217.7 萬0.5%+230+4.0%加碼歷史
GLDSPDR Gold TrustETF12,716$214.2 萬0.5%+3,344+35.7%加碼歷史
ACNAccenture plcStock7,603$211.1 萬0.5%−36−0.5%減碼歷史
METAMeta Platforms, Inc.Stock12,312$198.5 萬0.5%−361−2.8%減碼歷史
CVXChevron CorpStock13,442$194.6 萬0.5%+117+0.9%加碼歷史
iShares Russell 1000 Value ETF464287598ETF12,804$185.6 萬0.4%+9,177+253.0%加碼–
ABTAbbott LaboratoriesStock16,611$180.5 萬0.4%−4,466−21.2%減碼歷史
TSLATesla, Inc.Stock2,654$178.7 萬0.4%+136+5.4%加碼歷史
XOMExxonMobil Holdings CorpCOM19,046$163.1 萬0.4%+1,320+7.4%加碼歷史
NVONovo Nordisk A SADR13,624$151.8 萬0.4%+1,708+14.3%加碼歷史
TAT&T Inc.Stock66,857$140.1 萬0.3%+3,602+5.7%加碼歷史
CPCanadian Pacific Kansas City LtdCOM19,880$138.8 萬0.3%−369−1.8%減碼歷史
ICLRIcon PLCCOM6,363$137.9 萬0.3%−200−3.0%減碼歷史
NOWServiceNow, Inc.Stock2,861$136.0 萬0.3%+148+5.5%加碼歷史
ADSKAutodesk, Inc.COM7,465$128.4 萬0.3%+790+11.8%加碼歷史
CRMSalesforce, Inc.Stock7,736$127.7 萬0.3%+238+3.2%加碼歷史
iShares Tr464288885EAFE GRWTH ETF15,735$126.6 萬0.3%+8,429+115.4%加碼–
AONAon plcCL A4,657$125.6 萬0.3%−114−2.4%減碼歷史
CMCSAComcast CorpStock31,921$125.3 萬0.3%+2,558+8.7%加碼歷史
ASMLASML Holding NVADR2,626$125.0 萬0.3%−845−24.3%減碼歷史
SOSouthern CoStock17,404$124.1 萬0.3%−131−0.7%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD23,641$118.0 萬0.3%+2,001+9.2%加碼–
BMYBristol Myers Squibb CoStock14,615$112.5 萬0.3%−1,491−9.3%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF5,125$112.1 萬0.3%+2,068+67.6%加碼–
INTCIntel CorpStock29,850$111.7 萬0.3%+1,137+4.0%加碼歷史
WRBBerkley W R CorpCOM16,088$109.8 萬0.3%+20.0%加碼歷史
Metaurus Equity Component Tr59140L100US EQT CUM 2027137,736$108.1 萬0.3%+202+0.1%加碼–
iShares Tips Bond ETF464287176ETF9,439$107.5 萬0.3%−383−3.9%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF11,735$107.4 萬0.3%−5,680−32.6%減碼–
JPMJPMorgan Chase & CoStock9,317$104.9 萬0.2%+897+10.7%加碼歷史
RMDResmed IncCOM4,954$103.9 萬0.2%−128−2.5%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF7,142$102.5 萬0.2%−198−2.7%減碼–
KOCoca Cola CoStock15,955$100.4 萬0.2%−2,419−13.2%減碼歷史
DGXQuest Diagnostics IncCOM7,244$96.3 萬0.2%+862+13.5%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -10,936$95.6 萬0.2%+1,358+14.2%加碼歷史
LULUlululemon athletica inc.Stock3,460$94.3 萬0.2%−109−3.1%減碼歷史
PGProcter & Gamble CoStock6,451$92.8 萬0.2%+313+5.1%加碼歷史
STESTERIS plcSHS USD4,475$92.2 萬0.2%−97−2.1%減碼歷史
NSCNorfolk Southern CorpStock4,007$91.1 萬0.2%−10.0%減碼歷史
iShares Tr464288877EAFE VALUE ETF19,960$86.6 萬0.2%+4,082+25.7%加碼–
CVSCVS Health CorpStock9,252$85.7 萬0.2%+1,160+14.3%加碼歷史
RACEFerrari N.V.COM4,674$85.7 萬0.2%−369−7.3%減碼歷史
CICigna GroupStock3,218$84.8 萬0.2%+132+4.3%加碼歷史
AXPAmerican Express CoStock6,068$84.1 萬0.2%−1,855−23.4%減碼歷史
MTDMettler Toledo International IncCOM731$84.0 萬0.2%−16−2.1%減碼歷史
ZTSZoetis Inc.Stock4,875$83.8 萬0.2%−253−4.9%減碼歷史
Paramount Global92556H206CL B33,909$83.7 萬0.2%−1,649−4.6%減碼–
NKENIKE, Inc.Stock8,181$83.6 萬0.2%−948−10.4%減碼歷史
MCKMcKesson CorpStock2,555$83.3 萬0.2%−1,519−37.3%減碼歷史
BACBank of America CorpStock26,717$83.2 萬0.2%+1,031+4.0%加碼歷史
CSCOCisco Systems, Inc.Stock19,209$81.9 萬0.2%+1,414+7.9%加碼歷史
INTUIntuit Inc.Stock2,110$81.3 萬0.2%−357−14.5%減碼歷史
ELVElevance Health, Inc.Stock1,634$78.8 萬0.2%+138+9.2%加碼歷史
HDHome Depot, Inc.Stock2,872$78.8 萬0.2%+35+1.2%加碼歷史
IBMInternational Business Machines CorpStock5,508$77.8 萬0.2%+234+4.4%加碼歷史
PYPLPayPal Holdings, Inc.Stock11,049$77.2 萬0.2%−1,109−9.1%減碼歷史
ABBVAbbVie Inc.Stock5,023$76.9 萬0.2%+216+4.5%加碼歷史
iShares MSCI Eafe ETF464287465ETF11,977$74.8 萬0.2%−285,965−96.0%減碼–
EPDEnterprise Products Partners L.P.Stock30,132$73.4 萬0.2%+3,388+12.7%加碼歷史

2022 年第 1 季之後清倉(84 檔)

2022 年第 1 季季末還持有、這份申報已經沒有的部位。

Personal Cfo Solutions, LLC 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
Innovator ETFs Trust45782C409US EQTY BUFR JAN244,781$884.1 萬1.7%–
Fidelity MSCI Energy Index ETF316092402ETF253,850$531.6 萬1.0%–
Innovator ETFs Trust45782C714EMRGNG MKT JULY143,795$360.7 萬0.7%–
Invesco QQQ Trust Series I46090E103ETF4,649$168.5 萬0.3%–
ALCAlcon IncStock19,704$156.3 萬0.3%歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF18,477$140.2 萬0.3%–
RTXRTX CorpStock13,796$136.7 萬0.3%歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG43,990$133.7 萬0.3%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF27,486$132.8 萬0.3%–
Fidelity MSCI Utilities Index ETF316092865ETF27,609$132.3 萬0.3%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,495$130.1 萬0.3%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF12,540$129.1 萬0.3%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF6,837$126.5 萬0.2%–
Osi ETF Tr67110P407OSHARES US QUALT13,585$59.7 萬0.1%–
TGTTarget CorpStock2,083$44.2 萬0.1%歷史
IPGInterpublic Group of Companies, Inc.COM12,454$44.1 萬0.1%歷史
FEFirstenergy CorpCOM9,483$43.5 萬0.1%歷史
ETF Managers Tr26924G409PRIME MOBILE PAY8,181$42.6 萬0.1%–
HCAHCA Healthcare, Inc.COM1,495$37.5 萬0.1%歷史
NRGNRG Energy, Inc.Stock9,697$37.2 萬0.1%歷史
SWCHSwitch, Inc.CL A11,885$36.6 萬0.1%歷史
iShares Tr46428743220 YR TR BD ETF2,594$34.3 萬0.1%–
WDAYWorkday, Inc.CL A1,428$34.2 萬0.1%歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS7,455$32.7 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E867DORSEY WRGT EMRG13,863$32.4 萬0.1%–
DOWDow Inc.Stock5,002$31.9 萬0.1%歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,483$31.5 萬0.1%–
Invesco Actively Managed Exc46090A705S&P500 DOWNSID8,665$31.3 萬0.1%–
NVRIEnviri CorpCOM25,109$30.7 萬0.1%歷史
MANTMantech International CorpCL A3,472$29.9 萬0.1%歷史
ARESAres Management CorpCL A COM STK3,625$29.4 萬0.1%歷史
ALSumisho Air Lease CorpCL A6,551$29.2 萬0.1%歷史
GPNGlobal Payments IncStock2,130$29.1 萬0.1%歷史
SPDR Series Trust78468R887ST STR R2K LOWV2,500$28.5 萬0.1%–
EMBJEmbraer S.A.ADR22,376$28.2 萬0.1%歷史
IIPRInnovative Industrial Properties IncCOM1,375$28.2 萬0.1%歷史
FOCLEdap TMS SASPONSORED ADR37,750$27.4 萬0.1%歷史
KLICKulicke & Soffa Industries IncCOM4,785$26.8 萬0.1%歷史
BXBlackstone Inc.COM2,086$26.5 萬0.1%歷史
HPEHewlett Packard Enterprise CoCOM15,581$26.0 萬0.1%歷史
OLEDUniversal Display CorpCOM1,554$25.9 萬0.1%歷史
PLTRPalantir Technologies Inc.Stock18,663$25.6 萬0.1%歷史
iShares Inc464286392MSCI WORLD ETF1,978$25.3 萬<0.1%–
TWTRTwitter, Inc.COM6,459$25.0 萬<0.1%歷史
FTNTFortinet, Inc.Stock729$24.9 萬<0.1%歷史
SHOEShoe Station Group IncCOM8,454$24.7 萬<0.1%歷史
CRHCRH Public Ltd CoADR6,155$24.7 萬<0.1%歷史
NVGNuveen AMT-Free Municipal Credit Income FundCEF16,500$24.4 萬<0.1%歷史
DBX ETF Tr233051200XTRACK MSCI EAFE6,389$24.1 萬<0.1%–
NXJNuveen New Jersey Quality Municipal Income FundCOM18,001$24.1 萬<0.1%歷史
CBRECbre Group, Inc.CL A2,569$23.5 萬<0.1%歷史
ABMDAbiomed IncCOM708$23.5 萬<0.1%歷史
CORCencora, Inc.Stock1,507$23.3 萬<0.1%歷史
TTECTTEC Holdings, Inc.COM2,789$23.0 萬<0.1%歷史
MSCIMSCI Inc.Stock452$22.7 萬<0.1%歷史
EWEdwards Lifesciences CorpStock1,912$22.5 萬<0.1%歷史
BCSBarclays PLCADR28,387$22.4 萬<0.1%歷史
HEIHeico CorpCOM1,445$22.2 萬<0.1%歷史
KBHKB HomeCOM6,810$22.1 萬<0.1%歷史
AAPAdvance Auto Parts IncCOM1,064$22.0 萬<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM9,017$22.0 萬<0.1%歷史
AGMFederal Agricultural Mortgage CorpCL C2,013$21.8 萬<0.1%歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH5,075$21.7 萬<0.1%–
AUDCAudiocodes LtdORD8,469$21.6 萬<0.1%歷史
INGING Groep NVSPONSORED ADR20,425$21.3 萬<0.1%歷史
SHWSherwin Williams CoCOM837$20.9 萬<0.1%歷史
WSMWilliams Sonoma IncCOM1,440$20.9 萬<0.1%歷史
AANAaron's Company, Inc.COM10,311$20.7 萬<0.1%歷史
HESHess CorpStock1,926$20.6 萬<0.1%歷史
NEMNEWMONT CorpStock2,563$20.4 萬<0.1%歷史
DOVDOVER CorpCOM1,300$20.4 萬<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF2,603$20.3 萬<0.1%–
KWRQuaker Chemical CorpCOM1,162$20.1 萬<0.1%歷史
CNHCNH Industrial N.V.SHS12,034$19.1 萬<0.1%歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1010,014$18.2 萬<0.1%歷史
ISEEIVERIC bio, Inc.COM10,800$18.2 萬<0.1%歷史
CYPHCypherpunk Technologies Inc.COM63,165$11.1 萬<0.1%歷史
MREOMereo BioPharma Group plcSPON ADS25,888$2.90 萬<0.1%歷史
DBVTDBV Technologies S.A.SPONSORED ADR16,088$2.60 萬<0.1%歷史
STEXStreamex Corp.COM NEW13,955$1.60 萬<0.1%歷史
ALPPAlpine 4 Holdings, Inc.COM10,152$1.10 萬<0.1%歷史
EVFMEvofem Biosciences, Inc.COM15,888$5,000<0.1%歷史
TYMETyme Technologies, Inc.COM11,000$4,000<0.1%歷史
ITPIt Tech Packaging, Inc.COM NEW10,000$2,000<0.1%歷史