Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/1 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 414
- 較 2022 年第 2 季 −16
- 總值
- $3.98 億
- 較 2022 年第 2 季 −$2,824 萬 (−6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IPInternational Paper Co | COM | 11,467 | $36.3 萬 | 0.1% | +4,255+59.0% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,790 | $36.7 萬 | 0.1% | −731−11.2% | 減碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 5,179 | $36.8 萬 | 0.1% | +263+5.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,169 | $37.0 萬 | 0.1% | +894+9.6% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 2,565 | $37.1 萬 | 0.1% | +189+8.0% | 加碼 | 歷史 |
| DACDanaos Corp | SHS | 6,676 | $37.2 萬 | 0.1% | −100−1.5% | 減碼 | 歷史 |
| BPBP PLC | ADR | 13,048 | $37.3 萬 | 0.1% | −303−2.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,239 | $37.6 萬 | 0.1% | +33+1.0% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 8,439 | $37.6 萬 | 0.1% | +21+0.2% | 加碼 | – |
| ENSGEnsign Group, Inc | COM | 4,726 | $37.6 萬 | 0.1% | −154−3.2% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,267 | $37.8 萬 | 0.1% | −282−11.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,816 | $38.2 萬 | 0.1% | −3,309−64.6% | 減碼 | – |
| WMWaste Management Inc | Stock | 2,388 | $38.3 萬 | 0.1% | +946+65.6% | 加碼 | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 13,122 | $38.3 萬 | 0.1% | −4,213−24.3% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 1,589 | $38.5 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,679 | $38.6 萬 | 0.1% | +32+1.9% | 加碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 15,083 | $38.7 萬 | 0.1% | −1,776−10.5% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 2,627 | $38.8 萬 | 0.1% | +173+7.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 9,828 | $38.9 萬 | 0.1% | −3,665−27.2% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,896 | $39.4 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 6,438 | $39.7 萬 | 0.1% | +238+3.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,893 | $39.8 萬 | 0.1% | −715−6.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,733 | $40.3 萬 | 0.1% | +235+15.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 5,031 | $40.6 萬 | 0.1% | +335+7.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 802 | $40.7 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 7,022 | $40.9 萬 | 0.1% | +1,296+22.6% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 14,430 | $41.0 萬 | 0.1% | +813+6.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 875 | $41.3 萬 | 0.1% | −6−0.7% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,689 | $41.6 萬 | 0.1% | +25+0.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,902 | $41.7 萬 | 0.1% | −223−10.5% | 減碼 | – |
| CCitigroup Inc | Stock | 10,020 | $41.8 萬 | 0.1% | +420+4.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,724 | $41.9 萬 | 0.1% | +114+7.1% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 16,833 | $41.9 萬 | 0.1% | +876+5.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 763 | $42.0 萬 | 0.1% | −5−0.7% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 9,224 | $42.1 萬 | 0.1% | −1,681−15.4% | 減碼 | – |
| TSNTyson Foods, Inc. | Stock | 6,438 | $42.4 萬 | 0.1% | −1,436−18.2% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,079 | $42.6 萬 | 0.1% | +127+6.5% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,245 | $42.8 萬 | 0.1% | +88+4.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 5,888 | $43.1 萬 | 0.1% | +20+0.3% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 11,560 | $43.3 萬 | 0.1% | +566+5.1% | 加碼 | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 9,863 | $43.4 萬 | 0.1% | −228−2.3% | 減碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 11,539 | $43.5 萬 | 0.1% | −2,331−16.8% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 992 | $44.0 萬 | 0.1% | −40−3.9% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,925 | $44.2 萬 | 0.1% | +418+9.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,653 | $44.3 萬 | 0.1% | −229−5.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 26,249 | $44.3 萬 | 0.1% | +1,985+8.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,360 | $45.2 萬 | 0.1% | +521+10.8% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,931 | $45.3 萬 | 0.1% | +997+7.2% | 加碼 | – |
| IBNIcici Bank Ltd | ADR | 21,610 | $45.3 萬 | 0.1% | −1,814−7.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,005 | $45.4 萬 | 0.1% | −125−5.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,824 | $45.6 萬 | 0.1% | +94+3.4% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 975 | $45.9 萬 | 0.1% | −39−3.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,244 | $46.2 萬 | 0.1% | −3,733−31.2% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,446 | $46.8 萬 | 0.1% | −9,289−59.0% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 5,067 | $47.1 萬 | 0.1% | −103−2.0% | 減碼 | 歷史 |
| EVAEnviva, LLC | COM | 8,000 | $48.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 14,980 | $48.1 萬 | 0.1% | +2,971+24.7% | 加碼 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,261 | $48.7 萬 | 0.1% | +22+0.7% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 13,145 | $48.7 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,756 | $49.2 萬 | 0.1% | +32+0.4% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 726 | $50.0 萬 | 0.1% | −31−4.1% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,590 | $50.6 萬 | 0.1% | −4−0.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,327 | $50.9 萬 | 0.1% | +175+2.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,916 | $51.0 萬 | 0.1% | +336+3.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,304 | $51.9 萬 | 0.1% | +62+2.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 480 | $52.0 萬 | 0.1% | −251−34.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,612 | $52.2 萬 | 0.1% | +82+1.3% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 5,990 | $52.3 萬 | 0.1% | +143+2.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,369 | $53.0 萬 | 0.1% | +1,610+28.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,751 | $53.1 萬 | 0.1% | −1,586−25.0% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 48,206 | $53.2 萬 | 0.1% | +180+0.4% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 30,921 | $54.1 萬 | 0.1% | +1,850+6.4% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 11,583 | $54.6 萬 | 0.1% | +31+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,127 | $56.1 萬 | 0.1% | −8,677−67.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 3,031 | $56.9 萬 | 0.1% | −85−2.7% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 14,034 | $57.6 萬 | 0.1% | +14,034 | 新進 | – |
| OMCOmnicom Group Inc. | COM | 9,149 | $57.7 萬 | 0.1% | +817+9.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,454 | $57.7 萬 | 0.1% | −67−1.9% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 3,913 | $58.4 萬 | 0.1% | +14+0.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,581 | $59.1 萬 | 0.1% | +169+5.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,601 | $60.0 萬 | 0.2% | −7−0.3% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 8,084 | $60.3 萬 | 0.2% | +187+2.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,475 | $60.4 萬 | 0.2% | +657+9.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,354 | $60.8 萬 | 0.2% | +11+0.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 10,579 | $61.1 萬 | 0.2% | −48,713−82.2% | 減碼 | – |
| NKENIKE, Inc. | Stock | 7,384 | $61.4 萬 | 0.2% | −797−9.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,443 | $61.5 萬 | 0.2% | −281−4.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,848 | $62.9 萬 | 0.2% | +261+5.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,393 | $63.1 萬 | 0.2% | +23,393 | 新進 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,283 | $64.0 萬 | 0.2% | +86+2.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 5,146 | $64.2 萬 | 0.2% | +73+1.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,126 | $64.4 萬 | 0.2% | −88−0.8% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 16,276 | $65.7 萬 | 0.2% | +181+1.1% | 加碼 | 歷史 |
| WUWestern Union CO | Stock | 49,461 | $66.8 萬 | 0.2% | +6,744+15.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 28,152 | $66.9 萬 | 0.2% | −1,980−6.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,693 | $67.1 萬 | 0.2% | −206−2.6% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 4,347 | $67.3 萬 | 0.2% | +748+20.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,732 | $68.1 萬 | 0.2% | +224+4.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,326 | $68.2 萬 | 0.2% | −79−3.3% | 減碼 | 歷史 |
| NUENucor Corp | COM | 6,372 | $68.2 萬 | 0.2% | +217+3.5% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（60 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 257,729 | $777.1 萬 | 1.8% | – |
| iShares Tips Bond ETF464287176 | ETF | 9,439 | $107.5 萬 | 0.3% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,960 | $86.6 萬 | 0.2% | – |
| CVSCVS Health Corp | Stock | 9,252 | $85.7 萬 | 0.2% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,499 | $51.9 萬 | 0.1% | – |
| TEAMAtlassian Corp | CL A | 2,418 | $45.3 萬 | 0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,657 | $45.1 萬 | 0.1% | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 4,586 | $41.9 萬 | 0.1% | – |
| DTEDte Energy Co | COM | 2,794 | $35.4 萬 | 0.1% | 歷史 |
| DVNDevon Energy Corp | Stock | 6,033 | $33.2 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 8,982 | $32.1 萬 | 0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,848 | $31.9 萬 | 0.1% | – |
| USPHU S Physical Therapy Inc | COM | 2,842 | $31.0 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,913 | $29.9 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 9,345 | $29.2 萬 | 0.1% | 歷史 |
| AESAES Corp | Stock | 13,507 | $28.4 萬 | 0.1% | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 5,589 | $28.0 萬 | 0.1% | – |
| TXTernium S.A. | SPONSORED ADS | 7,652 | $27.6 萬 | 0.1% | 歷史 |
| J P Morgan Exchange-Traded F46641Q787 | US MINMUM VOLT | 7,693 | $27.2 萬 | 0.1% | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 20,234 | $26.7 萬 | 0.1% | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,335 | $26.5 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 9,290 | $26.2 萬 | 0.1% | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 22,001 | $25.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 9,493 | $25.6 萬 | 0.1% | – |
| RJFRaymond James Financial Inc | COM | 2,829 | $25.3 萬 | 0.1% | 歷史 |
| VTRVentas, Inc. | REIT | 4,765 | $24.5 萬 | 0.1% | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 19,500 | $24.3 萬 | 0.1% | 歷史 |
| VKQInvesco Municipal Trust | COM | 23,612 | $24.0 萬 | 0.1% | 歷史 |
| VMOInvesco Municipal Opportunity Trust | COM | 23,108 | $23.9 萬 | 0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 790 | $23.9 萬 | 0.1% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 3,821 | $23.2 萬 | 0.1% | 歷史 |
| UFPIUfp Industries Inc | COM | 3,371 | $23.0 萬 | 0.1% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 7,258 | $22.9 萬 | 0.1% | – |
| KMXCarMax Inc | COM | 2,517 | $22.8 萬 | 0.1% | 歷史 |
| GSKGSK plc | SPONSORED ADR | 5,201 | $22.6 萬 | 0.1% | 歷史 |
| POWIPower Integrations Inc | COM | 2,981 | $22.4 萬 | 0.1% | 歷史 |
| ABMAbm Industries Inc | COM | 5,165 | $22.4 萬 | 0.1% | 歷史 |
| EEni SpA | SPONSORED ADR | 9,348 | $22.3 萬 | 0.1% | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 6,791 | $22.2 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 9,617 | $21.9 萬 | 0.1% | – |
| NXRTNexPoint Residential Trust, Inc. | COM | 3,481 | $21.8 萬 | 0.1% | 歷史 |
| SSTKShutterstock, Inc. | COM | 3,779 | $21.7 萬 | 0.1% | 歷史 |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 5,246 | $21.5 萬 | 0.1% | – |
| SUISun Communities Inc | COM | 1,334 | $21.3 萬 | <0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,317 | $21.2 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,694 | $20.9 萬 | <0.1% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,619 | $20.9 萬 | <0.1% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,817 | $20.5 萬 | <0.1% | – |
| EQIXEquinix Inc | COM | 312 | $20.5 萬 | <0.1% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,776 | $20.4 萬 | <0.1% | – |
| EHCEncompass Health Corp | COM | 3,637 | $20.4 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,502 | $20.3 萬 | <0.1% | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 8,970 | $20.3 萬 | <0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,701 | $20.0 萬 | <0.1% | – |
| U.S. Global Jets ETF26922A842 | ETF | 10,155 | $16.8 萬 | <0.1% | – |
| GFIGold Fields Ltd | SPONSORED ADR | 13,432 | $12.2 萬 | <0.1% | 歷史 |
| PMXPIMCO Municipal Income Fund III | COM | 10,000 | $9.20 萬 | <0.1% | 歷史 |
| CERSCerus Corp | COM | 16,000 | $8.50 萬 | <0.1% | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 11,676 | $6.90 萬 | <0.1% | 歷史 |
| BBDBank Bradesco | SP ADR PFD NEW | 10,088 | $3.30 萬 | <0.1% | 歷史 |