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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 15,487 | $553.2 萬 | 1.4% | +7,299+89.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 205,555 | $604.9 萬 | 1.5% | −509,781−71.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 27,189 | $633.2 萬 | 1.6% | +130+0.5% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 550,342 | $654.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 257,571 | $728.2 萬 | 1.8% | +257,571 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 66,760 | $754.4 萬 | 1.9% | +1,534+2.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 327,878 | $787.2 萬 | 2.0% | −10,103−3.0% | 減碼 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 389,758 | $829.4 萬 | 2.1% | −5,812−1.5% | 減碼 | – |
| BABoeing Co | Stock | 74,085 | $897.0 萬 | 2.3% | +105+0.1% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 138,085 | $902.2 萬 | 2.3% | −3,000−2.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 85,610 | $1,183 萬 | 3.0% | −1,663−1.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 73,419 | $1,335 萬 | 3.4% | +30.0% | 加碼 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 481,299 | $1,378 萬 | 3.5% | +481,299 | 新進 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 188,155 | $2,070 萬 | 5.2% | −10,212−5.1% | 減碼 | – |
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 |