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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
LRCXLam Research CorpCOM836$35.6 萬0.1%+198+31.0%加碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,602$35.7 萬0.1%−1,625−31.1%減碼–
ADIAnalog Devices IncStock2,458$35.9 萬0.1%+141+6.1%加碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF2,084$35.9 萬0.1%00.0%不變–
NOGNorthern Oil & Gas, Inc.COM14,201$35.9 萬0.1%−1,817−11.3%減碼歷史
ENSGEnsign Group, IncCOM4,880$35.9 萬0.1%+70+1.5%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,498$36.0 萬0.1%+225+17.7%加碼歷史
XELXcel Energy IncStock5,100$36.1 萬0.1%+470+10.2%加碼歷史
Renaissance Cap Greenwich FD759937204IPO ETF11,990$36.1 萬0.1%−3,500−22.6%減碼–
NXPINXP Semiconductors N.V.COM2,454$36.3 萬0.1%+433+21.4%加碼歷史
SSLSasol LtdSPONSORED ADR15,725$36.3 萬0.1%−496−3.1%減碼歷史
SCHWSchwab Charles CorpStock5,759$36.4 萬0.1%−456−7.3%減碼歷史
DISWalt Disney CoStock3,851$36.4 萬0.1%+49+1.3%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF7,373$36.8 萬0.1%−219−2.9%減碼–
SBUXStarbucks CorpStock4,839$37.0 萬0.1%+396+8.9%加碼歷史
PGRProgressive CorpStock3,206$37.3 萬0.1%−92−2.8%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF7,496$37.5 萬0.1%−3,368−31.0%減碼–
AMTAmerican Tower CorpREIT1,469$37.5 萬0.1%+47+3.3%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF9,275$37.8 萬0.1%+4,326+87.4%加碼–
BPBP PLCADR13,351$37.9 萬0.1%−661−4.7%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,835$37.9 萬0.1%+8,835新進歷史
AMATApplied Materials IncStock4,179$38.0 萬0.1%−54−1.3%減碼歷史
HIGHartford Insurance Group, Inc.Stock5,829$38.1 萬0.1%−163−2.7%減碼歷史
LMTLockheed Martin CorpStock889$38.2 萬0.1%−93−9.5%減碼歷史
GILDGilead Sciences, Inc.Stock6,200$38.3 萬0.1%−375−5.7%減碼歷史
STZConstellation Brands, Inc.Stock1,647$38.4 萬0.1%+157+10.5%加碼歷史
PSXPhillips 66Stock4,696$38.5 萬0.1%−259−5.2%減碼歷史
PHParker-Hannifin CorpStock1,587$39.1 萬0.1%−3−0.2%減碼歷史
SAPSAP SEADR4,346$39.4 萬0.1%+295+7.3%加碼歷史
iShares Tr46434V613CORE UNIVRSL USD8,418$39.4 萬0.1%+710+9.2%加碼–
ILMNIllumina, Inc.COM2,157$39.8 萬0.1%−264−10.9%減碼歷史
MDLZMondelez International, Inc.Stock6,425$39.9 萬0.1%+110+1.7%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF9,583$39.9 萬0.1%−87−0.9%減碼–
CCICrown Castle Inc.REIT2,376$40.0 萬0.1%+198+9.1%加碼歷史
DEODiageo PLCSPON ADR NEW2,322$40.4 萬0.1%+13+0.6%加碼歷史
PMPhilip Morris International Inc.Stock4,162$41.1 萬0.1%+153+3.8%加碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK2,549$41.5 萬0.1%−620−19.6%減碼歷史
CARRCarrier Global CorpStock11,664$41.6 萬0.1%+39+0.3%加碼歷史
WFCWells Fargo & CompanyStock10,608$41.6 萬0.1%+2,888+37.4%加碼歷史
IBNIcici Bank LtdADR23,424$41.6 萬0.1%−1,480−5.9%減碼歷史
TPRTapestry, Inc.COM13,617$41.6 萬0.1%−4,219−23.7%減碼歷史
Vanguard Wellington FD921935805US VALUE FACTR4,586$41.9 萬0.1%−644−12.3%減碼–
COSTCostco Wholesale CorpStock881$42.2 萬0.1%−19−2.1%減碼歷史
First Tr Exchange-Traded FD336917109SHS12,009$42.3 萬0.1%+12,009新進–
BBYBest Buy Co IncStock6,521$42.5 萬0.1%+1,922+41.8%加碼歷史
SPGSimon Property Group Inc.REIT4,507$42.8 萬0.1%+225+5.3%加碼歷史
First Tr Exchng Traded FD VI33740U778VEST BUFFERED24,264$42.8 萬0.1%+3,893+19.1%加碼–
DACDanaos CorpSHS6,776$42.8 萬0.1%−287−4.1%減碼歷史
TMOThermo Fisher Scientific Inc.Stock796$43.3 萬0.1%+14+1.8%加碼歷史
PHMPultegroup IncCOM10,994$43.6 萬0.1%−734−6.3%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF13,934$43.8 萬0.1%+1,153+9.0%加碼–
MCOMoodys CorpStock1,610$43.8 萬0.1%−101−5.9%減碼歷史
Global X FDS37954Y764MILL THEMC ETF16,859$43.8 萬0.1%−15,665−48.2%減碼–
EMNEastman Chemical CoStock4,916$44.1 萬0.1%−122−2.4%減碼歷史
CCitigroup IncStock9,600$44.2 萬0.1%+378+4.1%加碼歷史
ADPAutomatic Data Processing IncStock2,130$44.7 萬0.1%+341+19.1%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM757$44.7 萬0.1%+4+0.5%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF7,657$45.1 萬0.1%+1,302+20.5%加碼–
TEAMAtlassian CorpCL A2,418$45.3 萬0.1%+450+22.9%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,893$45.7 萬0.1%−6−0.3%減碼歷史
XYLXylem Inc.COM5,847$45.7 萬0.1%−37−0.6%減碼歷史
EPAMEPAM Systems, Inc.COM1,550$45.7 萬0.1%−53−3.3%減碼歷史
LHLabcorp Holdings Inc.COM NEW1,952$45.7 萬0.1%−97−4.7%減碼歷史
EVAEnviva, LLCCOM8,000$45.8 萬0.1%00.0%不變歷史
CTVACorteva, Inc.Stock8,580$46.4 萬0.1%−178−2.0%減碼歷史
EMREmerson Electric CoStock5,868$46.7 萬0.1%+436+8.0%加碼歷史
BLKBlackRock, Inc.COM768$46.8 萬0.1%+201+35.4%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN48,026$47.9 萬0.1%+100.0%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF2,125$48.1 萬0.1%+125+6.3%加碼–
NOCNorthrop Grumman CorpStock1,014$48.5 萬0.1%−53−5.0%減碼歷史
ProShares Tr74347B680S&P MDCP 400 DIV7,241$48.8 萬0.1%−1,495−17.1%減碼–
Advisorshares Tr00768Y206DORSEY WRIGT ADR10,091$49.0 萬0.1%−478−4.5%減碼–
AEPAmerican Electric Power Co IncStock5,125$49.2 萬0.1%+52+1.0%加碼歷史
MSMorgan StanleyStock6,530$49.7 萬0.1%+113+1.8%加碼歷史
UPSUnited Parcel Service IncStock2,730$49.8 萬0.1%+222+8.9%加碼歷史
AVGOBroadcom Inc.Stock1,032$50.1 萬0.1%+40+4.0%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,239$50.3 萬0.1%−12−0.4%減碼歷史
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF17,335$50.5 萬0.1%−4,907−22.1%減碼–
MMM3M CoStock4,001$51.8 萬0.1%+1,513+60.8%加碼歷史
GPCGenuine Parts CoStock3,899$51.9 萬0.1%+41+1.1%加碼歷史
iShares Tr464287622RUS 1000 ETF2,499$51.9 萬0.1%+2,499新進–
HPQHP IncStock15,957$52.3 萬0.1%−952−5.6%減碼歷史
OMCOmnicom Group Inc.COM8,332$53.0 萬0.1%−1,033−11.0%減碼歷史
Alps ETF Tr00162Q387OSHARES US QUALT13,145$53.0 萬0.1%+13,145新進–
ISRGIntuitive Surgical IncCOM NEW2,657$53.3 萬0.1%−422−13.7%減碼歷史
ARK Next Generation Technology ETF00214Q401ETF10,905$53.4 萬0.1%−470−4.1%減碼–
SLViShares Silver TrustETF29,071$54.2 萬0.1%+5,100+21.3%加碼歷史
LOWLowes Companies IncStock3,116$54.4 萬0.1%+500+19.1%加碼歷史
AMGNAmgen IncStock2,242$54.6 萬0.1%+31+1.4%加碼歷史
PEGPublic Service Enterprise Group IncCOM8,724$55.2 萬0.1%+108+1.3%加碼歷史
TXNTexas Instruments IncStock3,599$55.3 萬0.1%−1,300−26.5%減碼歷史
ARK Innovation ETF00214Q104ETF13,870$55.3 萬0.1%−3,076−18.2%減碼–
DUKDuke Energy CORPStock5,170$55.4 萬0.1%−33−0.6%減碼歷史
LENLennar CorpCL A7,897$55.7 萬0.1%−94−1.2%減碼歷史
WMTWalmart Inc.Stock4,587$55.8 萬0.1%+155+3.5%加碼歷史
Amplify ETF Tr032108102ONLIN RETL ETF13,493$56.5 萬0.1%−1,491−10.0%減碼–
LKQLKQ CorpCOM11,552$56.7 萬0.1%−226−1.9%減碼歷史
ORCLOracle CorpStock8,152$57.0 萬0.1%+215+2.7%加碼歷史
INCYIncyte CorpCOM7,594$57.7 萬0.1%−20.0%減碼歷史
iShares Russell 2000 ETF464287655ETF3,412$57.8 萬0.1%+991+40.9%加碼–

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