跳到主要內容

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
WSTWest Pharmaceutical Services IncCOM790$23.9 萬0.1%−111−12.3%減碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR20,560$24.0 萬0.1%−31−0.2%減碼歷史
VKQInvesco Municipal TrustCOM23,612$24.0 萬0.1%+13,612+136.1%加碼歷史
CMAComerica IncCOM3,277$24.0 萬0.1%−130−3.8%減碼歷史
SHELShell plcADR4,610$24.1 萬0.1%−492−9.6%減碼歷史
CIVICivitas Resources, Inc.EQUITY US CM4,611$24.1 萬0.1%−9−0.2%減碼歷史
NADNuveen Quality Municipal Income FundCOM19,500$24.3 萬0.1%+19,500新進歷史
LSTRLandstar System IncCOM1,679$24.4 萬0.1%−239−12.5%減碼歷史
VTRVentas, Inc.REIT4,765$24.5 萬0.1%+10+0.2%加碼歷史
CTSHCognizant Technology Solutions CorpCL A3,631$24.5 萬0.1%+217+6.4%加碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L205$24.7 萬0.1%00.0%不變–
DDDuPont de Nemours, Inc.COM4,473$24.9 萬0.1%+386+9.4%加碼歷史
IPARInterparfums IncCOM3,428$25.0 萬0.1%+490+16.7%加碼歷史
ANSSAnsys IncCOM1,043$25.0 萬0.1%+29+2.9%加碼歷史
KTKT CorpSPONSORED ADR17,989$25.1 萬0.1%+17,989新進歷史
RJFRaymond James Financial IncCOM2,829$25.3 萬0.1%−124−4.2%減碼歷史
ESIElement Solutions IncCOM14,211$25.3 萬0.1%+14,211新進歷史
TJXTJX Companies IncStock4,565$25.5 萬0.1%−285−5.9%減碼歷史
AGCOAGCO CorpCOM2,588$25.5 萬0.1%+10.0%加碼歷史
ALKSAlkermes plc.SHS8,606$25.6 萬0.1%+6+0.1%加碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR56,672$25.6 萬0.1%−1,904−3.3%減碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF8,728$25.6 萬0.1%+8,728新進–
Innovator ETFs Trust45782C870US EQT PWR BUF9,493$25.6 萬0.1%+9,493新進–
CPKChesapeake Utilities CorpCOM1,982$25.7 萬0.1%−19−0.9%減碼歷史
NMZNuveen Municipal High Income Opportunity FundCOM22,001$25.7 萬0.1%+4,001+22.2%加碼歷史
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR9,593$25.9 萬0.1%−754−7.3%減碼歷史
BWXTBWX Technologies, Inc.COM4,695$25.9 萬0.1%−20−0.4%減碼歷史
XYZBlock, Inc.CL A4,253$26.1 萬0.1%+105+2.5%加碼歷史
SPDR Series Trust78468R101ST SHO TREAS ETF8,867$26.1 萬0.1%+8,867新進–
HLNEHamilton Lane INCCL A3,885$26.1 萬0.1%−17−0.4%減碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD9,290$26.2 萬0.1%−1,000−9.7%減碼–
TROWPrice T Rowe Group IncStock2,335$26.5 萬0.1%+588+33.7%加碼歷史
LKFNLakeland Financial CorpCOM3,989$26.5 萬0.1%−38−0.9%減碼歷史
VRTXVertex Pharmaceuticals IncStock945$26.6 萬0.1%−801−45.9%減碼歷史
HOMBHome Bancshares IncCOM12,815$26.6 萬0.1%−18−0.1%減碼歷史
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.COM20,234$26.7 萬0.1%+1,733+9.4%加碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE13,403$27.2 萬0.1%−1,300−8.8%減碼–
J P Morgan Exchange-Traded F46641Q787US MINMUM VOLT7,693$27.2 萬0.1%+7,693新進–
WisdomTree Tr97717W505US MIDCAP DIVID6,996$27.3 萬0.1%+564+8.8%加碼–
SYYSysco CorpStock3,234$27.4 萬0.1%−486−13.1%減碼歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF3,815$27.6 萬0.1%+3,815新進–
TXTernium S.A.SPONSORED ADS7,652$27.6 萬0.1%−292−3.7%減碼歷史
STXSeagate Technology Holdings plcORD SHS3,858$27.6 萬0.1%+513+15.3%加碼歷史
CMECME Group Inc.COM1,365$27.9 萬0.1%−147−9.7%減碼歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY5,589$28.0 萬0.1%−705−11.2%減碼–
WHRWhirlpool CorpStock1,815$28.1 萬0.1%−586−24.4%減碼歷史
NSPInsperity, Inc.COM2,812$28.1 萬0.1%−199−6.6%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,493$28.2 萬0.1%+146+10.8%加碼–
TSTenaris SASPONSORED ADS10,958$28.2 萬0.1%−47−0.4%減碼歷史
AESAES CorpStock13,507$28.4 萬0.1%+13,507新進歷史
DEDeere & CoStock947$28.4 萬0.1%+67+7.6%加碼歷史
iShares Tr464287150CORE S&P TTL STK3,393$28.4 萬0.1%+31+0.9%加碼–
EQNREquinor ASASPONSORED ADR8,163$28.4 萬0.1%+280+3.6%加碼歷史
ENBEnbridge IncStock6,736$28.5 萬0.1%+9+0.1%加碼歷史
iShares Tr464287515EXPANDED TECH1,056$28.5 萬0.1%−42−3.8%減碼–
LMATLemaitre Vascular IncCOM6,363$29.0 萬0.1%−122−1.9%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS54,240$29.0 萬0.1%+34,938+181.0%加碼歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY6,333$29.0 萬0.1%−3,300−34.3%減碼–
MCHPMicrochip Technology IncStock5,025$29.2 萬0.1%−318−6.0%減碼歷史
SHOPShopify Inc.Stock9,345$29.2 萬0.1%+285+3.1%加碼依 10 比 1 拆股換算歷史
CHEChemed CorpCOM623$29.2 萬0.1%+1+0.2%加碼歷史
iShares Inc46434G822MSCI JAPAN ETF5,544$29.3 萬0.1%−309−5.3%減碼–
LFUSLittelfuse IncCOM1,157$29.4 萬0.1%−9−0.8%減碼歷史
SWKStanley Black & Decker, Inc.COM2,817$29.5 萬0.1%+2,817新進歷史
UVXYProShares Trust IIULTRA VIX SHORT20,300$29.5 萬0.1%+3,640+21.8%加碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS14,528$29.7 萬0.1%−832−5.4%減碼歷史
ALSNAllison Transmission Holdings IncStock7,741$29.8 萬0.1%−822−9.6%減碼歷史
AMDAdvanced Micro Devices IncStock3,913$29.9 萬0.1%+417+11.9%加碼歷史
IPInternational Paper CoCOM7,212$30.2 萬0.1%−4,154−36.5%減碼歷史
SONYSony Group CorpSPONSORED ADR3,713$30.4 萬0.1%−7−0.2%減碼歷史
PLDPrologis, Inc.REIT2,597$30.5 萬0.1%+281+12.1%加碼歷史
BDXBecton Dickinson & CoStock1,241$30.6 萬0.1%+180+17.0%加碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF11,218$30.6 萬0.1%+11,218新進–
Fidelity MSCI Health Care Index ETF316092600ETF5,104$31.0 萬0.1%−177−3.4%減碼–
USPHU S Physical Therapy IncCOM2,842$31.0 萬0.1%−4−0.1%減碼歷史
METMetlife IncStock4,947$31.1 萬0.1%+174+3.6%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES6,317$31.1 萬0.1%+6,317新進–
WELLWelltower Inc.REIT3,783$31.2 萬0.1%−257−6.4%減碼歷史
CHRDChord Energy CorpCOM NEW2,590$31.5 萬0.1%−184−6.6%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR5,851$31.6 萬0.1%+636+12.2%加碼歷史
iShares S&P 100 ETF464287101ETF1,848$31.9 萬0.1%+428+30.1%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF8,906$32.0 萬0.1%+1,649+22.7%加碼–
CFGCitizens Financial Group IncCOM8,982$32.1 萬0.1%+1,463+19.5%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF9,259$32.2 萬0.1%00.0%不變–
OZKBank OZKCOM8,621$32.4 萬0.1%−174−2.0%減碼歷史
LINLinde PLCSHS1,128$32.4 萬0.1%−28−2.4%減碼歷史
UNPUnion Pacific CorpStock1,522$32.5 萬0.1%+181+13.5%加碼歷史
ALGNAlign Technology IncCOM1,382$32.7 萬0.1%−11−0.8%減碼歷史
DVNDevon Energy CorpStock6,033$33.2 萬0.1%−2,213−26.8%減碼歷史
Tata MTRS Ltd876568502SPONSORED ADR12,826$33.2 萬0.1%−590−4.4%減碼–
Vanguard Real Estate ETF922908553ETF3,656$33.3 萬0.1%−341−8.5%減碼–
COFCapital One Financial CorpStock3,192$33.3 萬0.1%−664−17.2%減碼歷史
CDWCDW CorpCOM2,126$33.5 萬0.1%+918+76.0%加碼歷史
DOCUDocuSign, Inc.Stock6,009$34.5 萬0.1%−528−8.1%減碼歷史
CINFCincinnati Financial CorpCOM2,899$34.5 萬0.1%−81−2.7%減碼歷史
NEENextera Energy IncStock4,516$35.0 萬0.1%+386+9.3%加碼歷史
TXTTextron IncCOM5,726$35.0 萬0.1%−1,235−17.7%減碼歷史
iShares Inc464286533MSCI EMERG MRKT6,317$35.0 萬0.1%+6,317新進–
MHKMohawk Industries IncCOM2,829$35.1 萬0.1%−116−3.9%減碼歷史
DTEDte Energy CoCOM2,794$35.4 萬0.1%−45−1.6%減碼歷史

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