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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARK Innovation ETF00214Q104 | ETF | 7,697 | $24.7 萬 | 0.1% | −3,842−33.3% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 2,217 | $24.8 萬 | 0.1% | +227+11.4% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 4,380 | $24.9 萬 | 0.1% | +4,380 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,146 | $24.9 萬 | 0.1% | +2,146 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,495 | $25.0 萬 | 0.1% | +5,495 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,317 | $25.0 萬 | 0.1% | +2,317 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 1,720 | $25.0 萬 | 0.1% | +85+5.2% | 加碼 | 歷史 |
| CRAICra International, Inc. | COM | 2,045 | $25.0 萬 | 0.1% | −384−15.8% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 9,066 | $25.1 萬 | 0.1% | −187−2.0% | 減碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 4,353 | $25.2 萬 | 0.1% | −251−5.5% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,147 | $25.3 萬 | 0.1% | +61+5.6% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,603 | $25.4 萬 | 0.1% | +6,603 | 新進 | 歷史 |
| SHELShell plc | ADR | 4,497 | $25.6 萬 | 0.1% | +417+10.2% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 14,437 | $25.9 萬 | 0.1% | +3,498+32.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,408 | $26.0 萬 | 0.1% | +202+6.3% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 5,209 | $26.0 萬 | 0.1% | +301+6.1% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 3,605 | $26.0 萬 | 0.1% | +191+5.6% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,542 | $26.0 萬 | 0.1% | −473−15.7% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 5,384 | $26.3 萬 | 0.1% | +5,384 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 951 | $26.3 萬 | 0.1% | +92+10.7% | 加碼 | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 7,421 | $26.6 萬 | 0.1% | −84−1.1% | 減碼 | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 11,508 | $26.6 萬 | 0.1% | −727−5.9% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 750 | $26.7 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 6,832 | $26.7 萬 | 0.1% | +11+0.2% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,156 | $26.7 萬 | 0.1% | −35−1.1% | 減碼 | – |
| EHCEncompass Health Corp | COM | 4,477 | $26.8 萬 | 0.1% | +4,477 | 新進 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 7,497 | $27.2 萬 | 0.1% | +7,497 | 新進 | – |
| LPLALPL Financial Holdings Inc. | COM | 1,262 | $27.3 萬 | 0.1% | +1,262 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,182 | $27.4 萬 | 0.1% | +1,182 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 950 | $27.4 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| SRESempra | Stock | 1,784 | $27.6 萬 | 0.1% | +1,784 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 4,208 | $27.6 萬 | 0.1% | +385+10.1% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 2,846 | $27.7 萬 | 0.1% | +167+6.2% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 1,912 | $27.8 萬 | 0.1% | +107+5.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,341 | $27.8 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,773 | $27.8 萬 | 0.1% | +91+5.4% | 加碼 | 歷史 |
| KKellanova | Stock | 3,918 | $27.9 萬 | 0.1% | +777+24.7% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,687 | $28.0 萬 | 0.1% | +457+14.1% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 7,276 | $28.0 萬 | 0.1% | −1,948−21.1% | 減碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 12,287 | $28.1 萬 | 0.1% | +12,287 | 新進 | – |
| CTSHCognizant Technology Solutions Corp | CL A | 4,920 | $28.1 萬 | 0.1% | +944+23.7% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 506 | $28.2 萬 | 0.1% | +506 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 4,117 | $28.2 萬 | 0.1% | +4,117 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 1,902 | $28.3 萬 | 0.1% | −260−12.0% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,347 | $28.4 萬 | 0.1% | −48−3.4% | 減碼 | 歷史 |
| MTRNMATERION Corp | COM | 3,246 | $28.4 萬 | 0.1% | +168+5.5% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 4,892 | $28.4 萬 | 0.1% | +269+5.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 10,218 | $28.7 萬 | 0.1% | −1,000−8.9% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 851 | $28.8 萬 | 0.1% | +59+7.4% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,596 | $28.8 萬 | 0.1% | +1,620+32.6% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 2,096 | $28.8 萬 | 0.1% | +137+7.0% | 加碼 | 歷史 |
| LSTRLandstar System Inc | COM | 1,771 | $28.9 萬 | 0.1% | +98+5.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,091 | $28.9 萬 | 0.1% | −61−5.3% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 2,830 | $29.0 萬 | 0.1% | +172+6.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 9,500 | $29.0 萬 | 0.1% | +9,500 | 新進 | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 9,801 | $29.1 萬 | 0.1% | −3,321−25.3% | 減碼 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,402 | $29.4 萬 | 0.1% | −110−2.0% | 減碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 3,167 | $29.4 萬 | 0.1% | −397−11.1% | 減碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 7,130 | $29.7 萬 | 0.1% | −466−6.1% | 減碼 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,802 | $29.7 萬 | 0.1% | +3,802 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 1,234 | $29.8 萬 | 0.1% | +113+10.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,415 | $30.0 萬 | 0.1% | −57−3.9% | 減碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 4,110 | $30.0 萬 | 0.1% | +221+5.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,254 | $30.3 萬 | 0.1% | −105−3.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,572 | $30.3 萬 | 0.1% | +61+1.7% | 加碼 | – |
| LMATLemaitre Vascular Inc | COM | 6,599 | $30.4 萬 | 0.1% | +321+5.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,815 | $30.5 萬 | 0.1% | +437+31.7% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 2,688 | $30.5 萬 | 0.1% | −104−3.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,740 | $30.6 萬 | 0.1% | −4,587−55.1% | 減碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 19,285 | $30.6 萬 | 0.1% | +1,144+6.3% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,624 | $30.6 萬 | 0.1% | +127+8.5% | 加碼 | 歷史 |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 5,692 | $30.7 萬 | 0.1% | −4,171−42.3% | 減碼 | – |
| HOMBHome Bancshares Inc | COM | 13,512 | $30.8 萬 | 0.1% | +817+6.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,737 | $30.8 萬 | 0.1% | +32+0.9% | 加碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 12,979 | $31.0 萬 | 0.1% | +12,979 | 新進 | – |
| WDAYWorkday, Inc. | CL A | 1,834 | $31.2 萬 | 0.1% | +254+16.1% | 加碼 | 歷史 |
| ESIElement Solutions Inc | COM | 17,203 | $31.3 萬 | 0.1% | +821+5.0% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 33,139 | $31.4 萬 | 0.1% | +17,794+116.0% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 5,673 | $31.4 萬 | 0.1% | −565−9.1% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,402 | $31.5 萬 | 0.1% | +108+8.3% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 2,785 | $31.5 萬 | 0.1% | −107−3.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 10,605 | $31.7 萬 | 0.1% | +10,605 | 新進 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,356 | $31.7 萬 | 0.1% | −39,983−92.3% | 減碼 | – |
| IPARInterparfums Inc | COM | 3,328 | $32.1 萬 | 0.1% | +211+6.8% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,219 | $32.2 萬 | 0.1% | +456+12.1% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2,396 | $32.8 萬 | 0.1% | +84+3.6% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 654 | $33.4 萬 | 0.1% | +38+6.2% | 加碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 8,614 | $33.6 萬 | 0.1% | −1,214−12.4% | 減碼 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,719 | $33.7 萬 | 0.1% | +4,719 | 新進 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 10,970 | $33.8 萬 | 0.1% | −117−1.1% | 減碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 9,648 | $33.9 萬 | 0.1% | −355−3.5% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,494 | $34.0 萬 | 0.1% | −465−5.2% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,917 | $34.2 萬 | 0.1% | −165−7.9% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 4,755 | $34.4 萬 | 0.1% | −152−3.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 8,397 | $34.5 萬 | 0.1% | +1,429+20.5% | 加碼 | – |
| FOXAFox Corp | CL A COM | 11,489 | $34.9 萬 | 0.1% | +11,489 | 新進 | 歷史 |
| TNLTravel & Leisure Co. | COM | 9,634 | $35.1 萬 | 0.1% | +2,919+43.5% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,953 | $35.4 萬 | 0.1% | −493−9.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,142 | $35.5 萬 | 0.1% | −4,437−41.9% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 3,653 | $35.6 萬 | 0.1% | −642−14.9% | 減碼 | 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。
| 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 - October45782C797 | ETF | 481,299 | $1,378 萬 | 3.5% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 26,833 | $245.8 萬 | 0.6% | – |
| Metaurus Equity Component Tr59140L100 | US EQT CUM 2027 | 137,736 | $99.2 萬 | 0.2% | – |
| CAHCardinal Health Inc | Stock | 13,009 | $86.7 萬 | 0.2% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 16,674 | $83.6 萬 | 0.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,243 | $81.5 萬 | 0.2% | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,330 | $73.8 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 3,913 | $58.4 萬 | 0.1% | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,149 | $57.7 萬 | 0.1% | 歷史 |
| LKQLKQ Corp | COM | 11,583 | $54.6 萬 | 0.1% | 歷史 |
| PHMPultegroup Inc | COM | 11,560 | $43.3 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,079 | $42.6 萬 | 0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 14,430 | $41.0 萬 | 0.1% | 歷史 |
| TXTTextron Inc | COM | 7,022 | $40.9 萬 | 0.1% | 歷史 |
| DACDanaos Corp | SHS | 6,676 | $37.2 萬 | 0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 5,179 | $36.8 萬 | 0.1% | 歷史 |
| IPInternational Paper Co | COM | 11,467 | $36.3 萬 | 0.1% | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,985 | $35.4 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 9,744 | $33.2 萬 | 0.1% | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 6,317 | $30.5 萬 | 0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 9,259 | $28.5 萬 | 0.1% | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 4,194 | $28.2 萬 | 0.1% | – |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 9,350 | $27.0 萬 | 0.1% | 歷史 |
| AGCOAGCO Corp | COM | 2,798 | $26.9 萬 | 0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 2,921 | $26.6 萬 | 0.1% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,056 | $26.4 萬 | 0.1% | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 8,867 | $25.6 萬 | 0.1% | – |
| CMPCompass Minerals International Inc | Stock | 6,322 | $24.4 萬 | 0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 739 | $24.4 萬 | 0.1% | 歷史 |
| SSLSasol Ltd | SPONSORED ADR | 15,427 | $24.3 萬 | 0.1% | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 2,651 | $24.1 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,461 | $23.9 萬 | 0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 18,812 | $23.2 萬 | 0.1% | 歷史 |
| ProShares Tr74348A566 | MERGER ETF | 5,743 | $22.9 萬 | 0.1% | – |
| CMAComerica Inc | COM | 3,212 | $22.8 萬 | 0.1% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,253 | $22.6 萬 | 0.1% | – |
| ARVNArvinas, Inc. | COM | 5,000 | $22.2 萬 | 0.1% | 歷史 |
| MMYTMakeMyTrip Ltd | Stock | 7,193 | $22.1 萬 | 0.1% | 歷史 |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 7,590 | $21.6 萬 | 0.1% | – |
| EXRExtra Space Storage Inc. | COM | 1,227 | $21.2 萬 | 0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 4,585 | $21.2 萬 | 0.1% | – |
| EVREvercore Inc. | CLASS A | 2,478 | $20.4 萬 | 0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,370 | $17.3 萬 | <0.1% | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 20,488 | $15.4 萬 | <0.1% | 歷史 |
| ICLICL Group Ltd. | SHS | 17,066 | $14.0 萬 | <0.1% | 歷史 |
| AVEOAveo Pharmaceuticals, Inc. | COM NEW | 10,000 | $8.20 萬 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 10,763 | $7.80 萬 | <0.1% | 歷史 |