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Livermore
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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
VEONVEON Ltd.SPONSORED ADR20,200$9,000<0.1%00.0%不變歷史
CETXCemtrex IncCOM NEW48,768$1.40 萬<0.1%+23,400+92.2%加碼歷史
CARMCarisma Therapeutics Inc.COM18,000$1.50 萬<0.1%00.0%不變歷史
SEACSeachange International IncCOM36,725$2.20 萬<0.1%00.0%不變歷史
ARDXArdelyx, Inc.COM40,235$2.40 萬<0.1%+20,235+101.2%加碼歷史
HIVEHIVE Digital Technologies Ltd.COM NEW10,000$3.00 萬<0.1%00.0%不變依 1 比 5 拆股換算歷史
BBDBank BradescoSP ADR PFD NEW10,088$3.30 萬<0.1%−40.0%減碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR22,388$3.80 萬<0.1%−4,000−15.2%減碼歷史
SANBanco Santander, S.A.ADR17,430$4.90 萬<0.1%+530+3.1%加碼歷史
ABEVAmbev S.A.SPONSORED ADR21,542$5.40 萬<0.1%+5,289+32.5%加碼歷史
VSTMVerastem, Inc.COM47,000$5.50 萬<0.1%−6,365−11.9%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR31,911$6.50 萬<0.1%+1,167+3.8%加碼歷史
AVEOAveo Pharmaceuticals, Inc.COM NEW10,000$6.60 萬<0.1%00.0%不變歷史
NLYAnnaly Capital Management IncCOM11,676$6.90 萬<0.1%−701−5.7%減碼歷史
CERSCerus CorpCOM16,000$8.50 萬<0.1%−3,500−17.9%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$9.10 萬<0.1%+11,250新進歷史
PMXPIMCO Municipal Income Fund IIICOM10,000$9.20 萬<0.1%+10,000新進歷史
RNACCartesian Therapeutics, Inc.COM70,888$9.30 萬<0.1%−4,000−5.3%減碼歷史
FFord Motor CoStock10,269$11.4 萬<0.1%−207−2.0%減碼歷史
GFIGold Fields LtdSPONSORED ADR13,432$12.2 萬<0.1%+13,432新進歷史
DSXDiana Shipping Inc.COM30,778$14.7 萬<0.1%−2,079−6.3%減碼歷史
AGNTAGNT, Inc.COM12,592$14.8 萬<0.1%+1,603+14.6%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A15,238$14.8 萬<0.1%−2,000−11.6%減碼歷史
ICLICL Group Ltd.SHS17,314$15.7 萬<0.1%+17,314新進歷史
Copel-ADR20441B605ADR25,208$16.0 萬<0.1%−1,612−6.0%減碼–
LWLGLightwave Logic, Inc.COM25,000$16.4 萬<0.1%00.0%不變歷史
WBDWarner Bros. Discovery, Inc.Stock12,263$16.5 萬<0.1%+12,263新進歷史
U.S. Global Jets ETF26922A842ETF10,155$16.8 萬<0.1%+937+10.2%加碼–
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD40,763$17.4 萬<0.1%+40,763新進歷史
AEGAegon Ltd.NY REGISTRY SHS40,096$17.6 萬<0.1%−1,988−4.7%減碼歷史
UMHUmh Properties, Inc.COM10,935$19.3 萬<0.1%−270−2.4%減碼歷史
iShares Select Dividend ETF464287168ETF1,701$20.0 萬<0.1%00.0%不變–
RPMRPM International IncCOM2,557$20.1 萬<0.1%+18+0.7%加碼歷史
KMBKimberly Clark CorpStock1,502$20.3 萬<0.1%+1,502新進歷史
APHAmphenol CorpCL A3,150$20.3 萬<0.1%+101+3.3%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF6,976$20.3 萬<0.1%+6,976新進–
UTZUtz Brands, Inc.COM CL A14,714$20.3 萬<0.1%+14,714新進歷史
MTArcelorMittalNY REGISTRY SH8,970$20.3 萬<0.1%−534−5.6%減碼歷史
iShares Tr464288513IBOXX HI YD ETF2,776$20.4 萬<0.1%00.0%不變–
EHCEncompass Health CorpCOM3,637$20.4 萬<0.1%−645−15.1%減碼歷史
Innovator ETFs Trust45782C466GRWT100 PWR BF5,817$20.5 萬<0.1%−124,701−95.5%減碼–
EQIXEquinix IncCOM312$20.5 萬<0.1%+21+7.2%加碼歷史
MNROMonro, Inc.COM4,776$20.5 萬<0.1%−118−2.4%減碼歷史
IQVIQVIA Holdings Inc.Stock948$20.6 萬<0.1%+948新進歷史
EXRExtra Space Storage Inc.COM1,215$20.7 萬<0.1%+26+2.2%加碼歷史
ETNEaton Corp plcStock1,654$20.8 萬<0.1%+8+0.5%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,694$20.9 萬<0.1%−43−1.6%減碼–
VanEck ETF Trust92189F106GOLD MINERS ETF7,619$20.9 萬<0.1%+100+1.3%加碼–
KKellanovaStock2,945$21.0 萬<0.1%+2,945新進歷史
CMPCompass Minerals International IncStock5,941$21.0 萬<0.1%+260+4.6%加碼歷史
ARVNArvinas, Inc.COM5,000$21.0 萬<0.1%00.0%不變歷史
ADMArcher-Daniels-Midland CoStock2,722$21.1 萬<0.1%−435−13.8%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF13,704$21.2 萬<0.1%−5,255−27.7%減碼–
FISFidelity National Information Services, Inc.Stock2,317$21.2 萬<0.1%−451−16.3%減碼歷史
ATOAtmos Energy CorpCOM1,892$21.2 萬<0.1%+1,892新進歷史
SUISun Communities IncCOM1,334$21.3 萬<0.1%+5+0.4%加碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF5,300$21.3 萬<0.1%+5,300新進–
MPCMarathon Petroleum CorpStock2,613$21.5 萬0.1%−33−1.2%減碼歷史
Fidelity MSCI Materials Index ETF316092881ETF5,246$21.5 萬0.1%−26,110−83.3%減碼–
SSTKShutterstock, Inc.COM3,779$21.7 萬0.1%+1,030+37.5%加碼歷史
DXCMDexcom IncCOM2,921$21.8 萬0.1%−67−2.2%減碼依 4 比 1 拆股換算歷史
NXRTNexPoint Residential Trust, Inc.COM3,481$21.8 萬0.1%−60−1.7%減碼歷史
MLMMartin Marietta Materials IncCOM729$21.8 萬0.1%−7−1.0%減碼歷史
CRAICra International, Inc.COM2,447$21.9 萬0.1%+2,447新進歷史
Innovator ETFs Trust45782C367INTRNL DEV APRL9,617$21.9 萬0.1%+9,617新進–
ProShares Tr74348A467S&P 500 DV ARIST2,561$21.9 萬0.1%−379−12.9%減碼–
WMWaste Management IncStock1,442$22.1 萬0.1%−2−0.1%減碼歷史
HSBCHSBC Holdings PLCSPON ADR NEW6,791$22.2 萬0.1%−37−0.5%減碼歷史
EEni SpASPONSORED ADR9,348$22.3 萬0.1%−995−9.6%減碼歷史
CNSCohen & Steers, Inc.COM3,506$22.3 萬0.1%−115−3.2%減碼歷史
ProShares Tr74348A566MERGER ETF5,556$22.3 萬0.1%+5,556新進–
TNLTravel & Leisure Co.COM5,772$22.4 萬0.1%+1,932+50.3%加碼歷史
POWIPower Integrations IncCOM2,981$22.4 萬0.1%−134−4.3%減碼歷史
ABMAbm Industries IncCOM5,165$22.4 萬0.1%−46−0.9%減碼歷史
AQNAlgonquin Power & Utilities Corp.COM16,731$22.5 萬0.1%−26−0.2%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,475$22.5 萬0.1%00.0%不變–
RELXRELX PLCSPONSORED ADR8,402$22.6 萬0.1%−663−7.3%減碼歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,282$22.6 萬0.1%−63−1.4%減碼–
GSKGSK plcSPONSORED ADR5,201$22.6 萬0.1%+5,201新進歷史
GEGeneral Electric CoStock3,561$22.7 萬0.1%+481+15.6%加碼歷史
KMXCarMax IncCOM2,517$22.8 萬0.1%+2,517新進歷史
BWABorgwarner IncCOM6,832$22.8 萬0.1%+396+6.2%加碼歷史
ARK ETF Tr00214Q302GENOMIC REV ETF7,258$22.9 萬0.1%−3,239−30.9%減碼–
CASYCaseys General Stores IncCOM1,240$22.9 萬0.1%−19−1.5%減碼歷史
ACADAcadia Pharmaceuticals IncCOM16,346$23.0 萬0.1%+500+3.2%加碼歷史
UFPIUfp Industries IncCOM3,371$23.0 萬0.1%−693−17.1%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF4,712$23.1 萬0.1%−78−1.6%減碼–
TTEKTetra Tech IncCOM1,693$23.1 萬0.1%−34−2.0%減碼歷史
BCBrunswick CorpCOM3,543$23.2 萬0.1%−16−0.4%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW3,821$23.2 萬0.1%−164−4.1%減碼歷史
CTRACoterra Energy Inc.Stock9,074$23.4 萬0.1%−4,123−31.2%減碼歷史
SXIStandex International CorpCOM2,757$23.4 萬0.1%−363−11.6%減碼歷史
Innovator ETFs Trust45782C284US SML CP PWR B10,052$23.5 萬0.1%−331,884−97.1%減碼–
MTRNMATERION CorpCOM3,198$23.6 萬0.1%−148−4.4%減碼歷史
USBUS Bancorp DECOM NEW5,119$23.6 萬0.1%+303+6.3%加碼歷史
ABBNYABB LtdSPONSORED ADR8,866$23.7 萬0.1%−332−3.6%減碼歷史
EVREvercore Inc.CLASS A2,540$23.8 萬0.1%−223−8.1%減碼歷史
ECLEcolab Inc.Stock1,553$23.9 萬0.1%+154+11.0%加碼歷史
IRMIron Mountain IncCOM4,901$23.9 萬0.1%−481−8.9%減碼歷史
VMOInvesco Municipal Opportunity TrustCOM23,108$23.9 萬0.1%+13,108+131.1%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