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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,046 | $35.6 萬 | 0.1% | −45−2.2% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,786 | $35.6 萬 | 0.1% | +287+6.4% | 加碼 | 歷史 |
| OZKBank OZK | COM | 8,907 | $35.7 萬 | 0.1% | +505+6.0% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,770 | $35.9 萬 | 0.1% | −469−14.5% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 14,672 | $36.0 萬 | 0.1% | +5,213+55.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 743 | $36.1 萬 | 0.1% | −117−13.6% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 54,316 | $36.2 萬 | 0.1% | +1,322+2.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,727 | $36.4 萬 | 0.1% | +1,727 | 新進 | – |
| PLDPrologis, Inc. | REIT | 3,226 | $36.4 萬 | 0.1% | +529+19.6% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 4,888 | $36.7 萬 | 0.1% | +1,730+54.8% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,451 | $36.9 萬 | 0.1% | +181+14.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,534 | $37.1 萬 | 0.1% | −368−19.3% | 減碼 | – |
| BPBP PLC | ADR | 10,644 | $37.2 萬 | 0.1% | −2,404−18.4% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 5,427 | $37.2 萬 | 0.1% | +476+9.6% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 6,134 | $37.3 萬 | 0.1% | −270−4.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,729 | $37.6 萬 | 0.1% | +230+5.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,576 | $37.8 萬 | 0.1% | +1,576 | 新進 | 歷史 |
| AIMCAltra Industrial Motion Corp. | COM | 6,342 | $37.9 萬 | 0.1% | +250+4.1% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 9,421 | $37.9 萬 | 0.1% | +1,996+26.9% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 3,876 | $37.9 萬 | 0.1% | −4,603−54.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 15,703 | $38.0 萬 | 0.1% | +2,638+20.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,554 | $38.2 萬 | 0.1% | +655+16.8% | 加碼 | 歷史 |
| CDWCDW Corp | COM | 2,138 | $38.2 萬 | 0.1% | −13−0.6% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,150 | $38.3 萬 | 0.1% | −288−4.5% | 減碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 14,708 | $38.4 萬 | 0.1% | −375−2.5% | 減碼 | – |
| SAPSAP SE | ADR | 3,727 | $38.5 萬 | 0.1% | −353−8.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,878 | $38.5 萬 | 0.1% | −1,482−27.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,430 | $38.5 萬 | 0.1% | +910+25.9% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,904 | $39.4 萬 | 0.1% | +339+13.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,155 | $39.6 萬 | 0.1% | +386+4.0% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,907 | $39.7 萬 | 0.1% | +11+0.6% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 6,626 | $39.8 萬 | 0.1% | +6,626 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,706 | $40.1 萬 | 0.1% | +370+6.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,351 | $40.2 萬 | 0.1% | +363+12.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 10,413 | $40.3 萬 | 0.1% | +10,413 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,629 | $40.4 萬 | 0.1% | −540−5.3% | 減碼 | – |
| FEFirstenergy Corp | COM | 9,699 | $40.7 萬 | 0.1% | +370+4.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 954 | $40.9 萬 | 0.1% | +35+3.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 485 | $40.9 萬 | 0.1% | +485 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 5,359 | $41.0 萬 | 0.1% | +2,369+79.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,845 | $41.0 萬 | 0.1% | +500+9.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,616 | $41.3 萬 | 0.1% | −11−0.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,539 | $41.7 萬 | 0.1% | +62+2.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,400 | $41.8 萬 | 0.1% | +280+6.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 580 | $41.8 萬 | 0.1% | −146−20.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,382 | $41.9 萬 | 0.1% | −1,862−22.6% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,348 | $42.0 萬 | 0.1% | +909+10.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 922 | $42.1 萬 | 0.1% | +47+5.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,036 | $42.1 萬 | 0.1% | +463+10.1% | 加碼 | 歷史 |
| EVAEnviva, LLC | COM | 8,000 | $42.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,507 | $43.9 萬 | 0.1% | +240+10.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 18,132 | $44.0 萬 | 0.1% | +18,132 | 新進 | – |
| iShares Inc464286392 | MSCI WORLD ETF | 4,100 | $44.8 萬 | 0.1% | +4,100 | 新進 | – |
| MDLZMondelez International, Inc. | Stock | 6,747 | $45.0 萬 | 0.1% | +502+8.0% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,802 | $45.4 萬 | 0.1% | +76+1.6% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,686 | $45.6 萬 | 0.1% | −104−1.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 11,082 | $45.8 萬 | 0.1% | +1,189+12.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,294 | $45.8 萬 | 0.1% | −3,832−34.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,716 | $46.4 萬 | 0.1% | −54,960−90.6% | 減碼 | – |
| AAPAdvance Auto Parts Inc | COM | 3,194 | $47.0 萬 | 0.1% | +3,194 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,053 | $47.6 萬 | 0.1% | +374+22.3% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 9,002 | $47.8 萬 | 0.1% | +2,087+30.2% | 加碼 | – |
| CARRCarrier Global Corp | Stock | 11,698 | $48.3 萬 | 0.1% | +9+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,172 | $49.3 萬 | 0.1% | +306+35.3% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,694 | $49.3 萬 | 0.1% | +105+6.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,429 | $50.1 萬 | 0.1% | −224−6.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,883 | $50.3 萬 | 0.1% | −868−18.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,896 | $50.3 萬 | 0.1% | +72+2.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,210 | $50.7 萬 | 0.1% | −8,026−65.6% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 5,040 | $51.5 萬 | 0.1% | +5,040 | 新進 | 歷史 |
| BABoeing Co | Stock | 2,707 | $51.6 萬 | 0.1% | −71,378−96.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 11,431 | $51.7 萬 | 0.1% | +1,411+14.1% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 953 | $52.0 萬 | 0.1% | −22−2.3% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 11,855 | $52.1 萬 | 0.1% | +6,627+126.8% | 加碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,573 | $52.1 萬 | 0.1% | −572−4.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,188 | $52.3 萬 | 0.1% | +183+9.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 742 | $52.6 萬 | 0.1% | −21−2.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,480 | $52.8 萬 | 0.1% | −647−15.7% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 18,673 | $52.9 萬 | 0.1% | −4,720−20.2% | 減碼 | – |
| MSMorgan Stanley | Stock | 6,314 | $53.7 萬 | 0.1% | −298−4.5% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,215 | $53.7 萬 | 0.1% | +148+2.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,143 | $54.8 萬 | 0.1% | −438−12.2% | 減碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,944 | $54.8 萬 | 0.1% | +188+2.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,650 | $55.4 萬 | 0.1% | −719−9.8% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 20,616 | $55.4 萬 | 0.1% | +3,783+22.5% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,356 | $55.5 萬 | 0.1% | +95+2.9% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 5,348 | $55.7 萬 | 0.1% | +317+6.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,509 | $55.8 萬 | 0.1% | +1,181+27.3% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,860 | $56.0 萬 | 0.1% | −1,552−28.7% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 3,459 | $57.1 萬 | 0.1% | −888−20.4% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 124 | $57.2 萬 | 0.1% | +124 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,892 | $58.3 萬 | 0.1% | +159+9.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 49,218 | $58.4 萬 | 0.1% | +1,012+2.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 9,997 | $58.8 萬 | 0.1% | +1,081+12.1% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 26,921 | $59.3 萬 | 0.1% | −4,000−12.9% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 8,795 | $59.7 萬 | 0.1% | +8,795 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,797 | $59.9 萬 | 0.1% | +981+54.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,090 | $60.9 萬 | 0.1% | +98+9.9% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 7,593 | $61.0 萬 | 0.1% | +30.0% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,196 | $61.2 萬 | 0.1% | +472+27.4% | 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。
| 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 |