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Livermore
Livermore
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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
458
較 2022 年第 3 季 +44
總值
$4.72 億
較 2022 年第 3 季 +$7,430 萬 (+18.7%)
申報日
2023/2/14
SEC
Personal Cfo Solutions, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CETXCemtrex IncCOM NEW25,368$00.0%00.0%不變歷史
VSTMVerastem, Inc.COM10,000$4,025<0.1%−32,000−76.2%減碼歷史
ALPPAlpine 4 Holdings, Inc.COM10,152$5,366<0.1%00.0%不變歷史
VEONVEON Ltd.SPONSORED ADR20,200$9,898<0.1%00.0%不變歷史
CARMCarisma Therapeutics Inc.COM18,000$1.10 萬<0.1%00.0%不變歷史
HIVEHIVE Digital Technologies Ltd.COM NEW10,000$1.44 萬<0.1%00.0%不變歷史
SEACSeachange International IncCOM36,725$1.73 萬<0.1%00.0%不變歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR19,388$2.83 萬<0.1%00.0%不變歷史
LWLGLightwave Logic, Inc.COM10,000$4.31 萬<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR16,599$4.90 萬<0.1%+3,479+26.5%加碼歷史
ABEVAmbev S.A.SPONSORED ADR20,137$5.48 萬<0.1%+694+3.6%加碼歷史
LYGLloyds Banking Group plcSPONSORED ADR30,567$6.72 萬<0.1%+1,529+5.3%加碼歷史
AQNAlgonquin Power & Utilities Corp.COM11,708$7.63 萬<0.1%−4,802−29.1%減碼歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$8.60 萬<0.1%00.0%不變歷史
RNACCartesian Therapeutics, Inc.COM84,888$9.59 萬<0.1%−1,000−1.2%減碼歷史
DSXDiana Shipping Inc.COM29,360$11.5 萬<0.1%−1,447−4.7%減碼歷史
ARDXArdelyx, Inc.COM40,235$11.5 萬<0.1%00.0%不變歷史
FFord Motor CoStock11,070$12.9 萬<0.1%+481+4.5%加碼歷史
VODVodafone Group Public Ltd CoADR13,117$13.3 萬<0.1%+13,117新進歷史
UVXYProShares Trust IIULTRA VIX SHORT20,000$13.7 萬<0.1%00.0%不變歷史
WUWestern Union COStock10,226$14.1 萬<0.1%−39,235−79.3%減碼歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF10,704$15.3 萬<0.1%00.0%不變–
AXIAYAXIA Energia S.A.SPONSORED ADR20,652$16.4 萬<0.1%−2,489−10.8%減碼歷史
GGBGerdau S.A.SPON ADR REP PFD29,742$16.5 萬<0.1%+29,742新進歷史
Copel-ADR20441B605ADR22,952$16.5 萬<0.1%−2,192−8.7%減碼–
KWKennedy-Wilson Holdings, Inc.COM10,811$17.0 萬<0.1%+67+0.6%加碼歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD37,545$17.7 萬<0.1%−2,160−5.4%減碼歷史
UMHUmh Properties, Inc.COM11,659$18.8 萬<0.1%+745+6.8%加碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D20,815$19.1 萬<0.1%+20,815新進歷史
AEGAegon Ltd.NY REGISTRY SHS37,989$19.1 萬<0.1%−2,871−7.0%減碼歷史
UALUnited Airlines Holdings, Inc.COM5,307$20.0 萬<0.1%+5,307新進歷史
TCOMTrip.com Group LtdADS5,822$20.0 萬<0.1%+5,822新進歷史
MUSAMurphy USA Inc.COM718$20.1 萬<0.1%+718新進歷史
AGNTAGNT, Inc.COM18,118$20.1 萬<0.1%+5,335+41.7%加碼歷史
ALBAlbemarle CorpStock928$20.1 萬<0.1%+27+3.0%加碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,712$20.2 萬<0.1%+2,712新進–
EXEExpand Energy CorpCOM2,149$20.3 萬<0.1%+12+0.6%加碼歷史
KWRQuaker Chemical CorpCOM1,219$20.3 萬<0.1%+1,219新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE6,331$20.4 萬<0.1%+6,331新進–
ACADAcadia Pharmaceuticals IncCOM12,846$20.5 萬<0.1%−3,500−21.4%減碼歷史
HEIHeico CorpCOM1,332$20.5 萬<0.1%+1,332新進歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF5,300$20.5 萬<0.1%00.0%不變–
WMWaste Management IncStock1,312$20.6 萬<0.1%−1,076−45.1%減碼歷史
EQIXEquinix IncCOM311$20.7 萬<0.1%+311新進歷史
CABOCable One, Inc.COM292$20.8 萬<0.1%+292新進歷史
ProShares Tr74347G606S&P TECH DIVIDEN3,757$20.8 萬<0.1%+3,757新進–
iShares Tr464287861EUROPE ETF4,598$20.8 萬<0.1%+4,598新進–
MSCIMSCI Inc.Stock449$20.9 萬<0.1%−31−6.5%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF7,466$21.0 萬<0.1%+7,466新進–
ETF Managers Tr26924G201PRIME CYBR SCRTY4,733$21.1 萬<0.1%−1,100−18.9%減碼–
GSKGSK plcADR6,026$21.2 萬<0.1%+6,026新進歷史
POWIPower Integrations IncCOM2,953$21.2 萬<0.1%+2,953新進歷史
MSIMotorola Solutions, Inc.Stock825$21.3 萬<0.1%+825新進歷史
CFRCullen/Frost Bankers, Inc.COM1,595$21.3 萬<0.1%+1,595新進歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A14,238$21.3 萬<0.1%00.0%不變歷史
CNPCenterpoint Energy IncCOM7,161$21.5 萬<0.1%−32−0.4%減碼歷史
ProShares Tr74348A608SHT 7-10 YR TR7,500$21.5 萬<0.1%+500+7.1%加碼–
VanEck ETF Trust92189F106GOLD MINERS ETF7,519$21.5 萬<0.1%+7,519新進–
UNFUnifirst CorpCOM1,124$21.7 萬<0.1%+1,124新進歷史
KTKT CorpSPONSORED ADR16,143$21.8 萬<0.1%−1,681−9.4%減碼歷史
IQVIQVIA Holdings Inc.Stock1,064$21.8 萬<0.1%−44−4.0%減碼歷史
CMICummins IncStock901$21.8 萬<0.1%+901新進歷史
Global X FDS37954Y715RBTCS ARTFL INTE10,630$21.8 萬<0.1%00.0%不變–
VTRVentas, Inc.REIT4,869$21.9 萬<0.1%+4,869新進歷史
PCARPaccar IncCOM2,226$22.0 萬<0.1%+2,226新進歷史
VICIVici Properties Inc.COM6,852$22.2 萬<0.1%+6,852新進歷史
TFCTruist Financial CorpCOM5,200$22.4 萬<0.1%+5,200新進歷史
MNROMonro, Inc.COM4,953$22.4 萬<0.1%+133+2.8%加碼歷史
UFPIUfp Industries IncCOM2,829$22.4 萬<0.1%+2,829新進歷史
USPHU S Physical Therapy IncCOM2,768$22.4 萬<0.1%+2,768新進歷史
CCOICogent Communications Holdings, Inc.COM NEW3,931$22.4 萬<0.1%+3,931新進歷史
GPNGlobal Payments IncStock2,271$22.6 萬<0.1%+2,271新進歷史
INGING Groep NVSPONSORED ADR18,603$22.6 萬<0.1%+18,603新進歷史
KHCKraft Heinz CoStock5,599$22.8 萬<0.1%+5,599新進歷史
SNASnap-on IncCOM998$22.8 萬<0.1%−2,582−72.1%減碼歷史
Fidelity MSCI Materials Index ETF316092881ETF5,246$22.9 萬<0.1%+5,246新進–
ABBNYABB LtdSPONSORED ADR7,554$23.0 萬<0.1%−1,278−14.5%減碼歷史
AMXAmerica Movil SAB de CVSPON ADR L SHS12,652$23.0 萬<0.1%−1,536−10.8%減碼歷史
XYZBlock, Inc.CL A3,680$23.1 萬<0.1%−501−12.0%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR38,557$23.2 萬<0.1%+27,363+244.4%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST2,577$23.2 萬<0.1%+67+2.7%加碼–
Bank of Amer Corp0605056827.25%CNV PFD L200$23.2 萬<0.1%−5−2.4%減碼–
CEGConstellation Energy CorpStock2,692$23.2 萬<0.1%−42−1.5%減碼歷史
TROWPrice T Rowe Group IncStock2,133$23.3 萬<0.1%+2,133新進歷史
AZOAutoZone IncCOM95$23.4 萬<0.1%+95新進歷史
HLNEHamilton Lane INCCL A3,668$23.4 萬<0.1%−62−1.7%減碼歷史
SSTKShutterstock, Inc.COM4,460$23.5 萬<0.1%+4,460新進歷史
ARESAres Management CorpCL A COM STK3,438$23.5 萬<0.1%−18−0.5%減碼歷史
iShares Tr46435G409MSCI INTL VLU FT10,199$23.6 萬0.1%−761−6.9%減碼–
TTTrane Technologies plcSHS1,406$23.6 萬0.1%+1,406新進歷史
GMABGenmab A/SSPONSORED ADS5,584$23.7 萬0.1%−916−14.1%減碼歷史
MPCMarathon Petroleum CorpStock2,042$23.8 萬0.1%−500−19.7%減碼歷史
PRGOPERRIGO Co plcSHS7,020$23.9 萬0.1%+7,020新進歷史
AGMFederal Agricultural Mortgage CorpCL C2,123$23.9 萬0.1%+2,123新進歷史
ABMAbm Industries IncCOM5,399$24.0 萬0.1%+5,399新進歷史
KMXCarMax IncCOM3,986$24.3 萬0.1%+3,986新進歷史
CNSCohen & Steers, Inc.COM3,784$24.4 萬0.1%+259+7.3%加碼歷史
FISVFiserv IncStock2,430$24.6 萬0.1%+2,430新進歷史
iShares Tr464288885EAFE GRWTH ETF2,946$24.7 萬0.1%−3,500−54.3%減碼–
CPKChesapeake Utilities CorpCOM2,090$24.7 萬0.1%+144+7.4%加碼歷史

2022 年第 3 季之後清倉（47 檔）

2022 年第 3 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 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF481,299$1,378 萬3.5%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF26,833$245.8 萬0.6%–
Metaurus Equity Component Tr59140L100US EQT CUM 2027137,736$99.2 萬0.2%–
CAHCardinal Health IncStock13,009$86.7 萬0.2%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF16,674$83.6 萬0.2%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF8,243$81.5 萬0.2%–
HIIHuntington Ingalls Industries, Inc.COM3,330$73.8 萬0.2%歷史
GPCGenuine Parts CoStock3,913$58.4 萬0.1%歷史
OMCOmnicom Group Inc.COM9,149$57.7 萬0.1%歷史
LKQLKQ CorpCOM11,583$54.6 萬0.1%歷史
PHMPultegroup IncCOM11,560$43.3 萬0.1%歷史
LHLabcorp Holdings Inc.COM NEW2,079$42.6 萬0.1%歷史
TPRTapestry, Inc.COM14,430$41.0 萬0.1%歷史
TXTTextron IncCOM7,022$40.9 萬0.1%歷史
DACDanaos CorpSHS6,676$37.2 萬0.1%歷史
EMNEastman Chemical CoStock5,179$36.8 萬0.1%歷史
IPInternational Paper CoCOM11,467$36.3 萬0.1%歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF7,985$35.4 萬0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF9,744$33.2 萬0.1%–
Schwab Strategic Tr808524862SHT TM US TRES6,317$30.5 萬0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF9,259$28.5 萬0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF4,194$28.2 萬0.1%–
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR9,350$27.0 萬0.1%歷史
AGCOAGCO CorpCOM2,798$26.9 萬0.1%歷史
MHKMohawk Industries IncCOM2,921$26.6 萬0.1%歷史
iShares Tr464287515EXPANDED TECH1,056$26.4 萬0.1%–
SPDR Series Trust78468R101ST SHO TREAS ETF8,867$25.6 萬0.1%–
CMPCompass Minerals International IncStock6,322$24.4 萬0.1%歷史
MOHMolina Healthcare, Inc.COM739$24.4 萬0.1%歷史
SSLSasol LtdSPONSORED ADR15,427$24.3 萬0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B2,651$24.1 萬0.1%歷史
PANWPalo Alto Networks IncStock1,461$23.9 萬0.1%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR18,812$23.2 萬0.1%歷史
ProShares Tr74348A566MERGER ETF5,743$22.9 萬0.1%–
CMAComerica IncCOM3,212$22.8 萬0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF5,253$22.6 萬0.1%–
ARVNArvinas, Inc.COM5,000$22.2 萬0.1%歷史
MMYTMakeMyTrip LtdStock7,193$22.1 萬0.1%歷史
Renaissance Cap Greenwich FD759937204IPO ETF7,590$21.6 萬0.1%–
EXRExtra Space Storage Inc.COM1,227$21.2 萬0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF4,585$21.2 萬0.1%–
EVREvercore Inc.CLASS A2,478$20.4 萬0.1%歷史
KMIKinder Morgan, Inc.Stock10,370$17.3 萬<0.1%歷史
VIVTelefonica Brasil S.A.SPONSORED ADS20,488$15.4 萬<0.1%歷史
ICLICL Group Ltd.SHS17,066$14.0 萬<0.1%歷史
AVEOAveo Pharmaceuticals, Inc.COM NEW10,000$8.20 萬<0.1%歷史
LUMNLumen Technologies, Inc.Stock10,763$7.80 萬<0.1%歷史