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 |
|---|---|---|---|---|---|---|---|
| EPDEnterprise Products Partners L.P. | Stock | 25,413 | $61.3 萬 | 0.1% | −2,739−9.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,086 | $61.5 萬 | 0.1% | +55+1.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,639 | $61.6 萬 | 0.1% | +9,639 | 新進 | – |
| WRKWestRock Co | COM | 17,739 | $62.4 萬 | 0.1% | +17,739 | 新進 | 歷史 |
| WHRWhirlpool Corp | Stock | 4,463 | $63.1 萬 | 0.1% | +2,004+81.5% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,315 | $63.2 萬 | 0.1% | −1,378−17.9% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 7,421 | $63.4 萬 | 0.1% | −128−1.7% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 20,581 | $63.8 萬 | 0.1% | +20,581 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 1,248 | $63.9 萬 | 0.1% | +1,248 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 7,305 | $64.2 萬 | 0.1% | +7,305 | 新進 | – |
| EMREmerson Electric Co | Stock | 6,690 | $64.3 萬 | 0.1% | +802+13.6% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 4,873 | $64.6 萬 | 0.1% | +4,873 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 2,481 | $65.2 萬 | 0.1% | +177+7.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,449 | $65.2 萬 | 0.1% | −346−7.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 36,915 | $66.3 萬 | 0.1% | +10,666+40.6% | 加碼 | – |
| CNCCentene Corp | Stock | 8,091 | $66.4 萬 | 0.1% | +8,091 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 6,070 | $67.1 萬 | 0.1% | +80+1.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,260 | $67.3 萬 | 0.1% | −23−0.5% | 減碼 | 歷史 |
| NUENucor Corp | COM | 5,143 | $67.8 萬 | 0.1% | −1,229−19.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 13,002 | $68.4 萬 | 0.1% | +9,119+234.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 479 | $69.2 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,923 | $69.4 萬 | 0.1% | +1,448+19.4% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,359 | $69.7 萬 | 0.1% | −246−15.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,637 | $70.0 萬 | 0.1% | +283+12.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,704 | $71.3 萬 | 0.2% | +103+4.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,110 | $71.6 萬 | 0.2% | −1,274−17.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 5,309 | $72.1 萬 | 0.2% | +163+3.2% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 10,159 | $72.4 萬 | 0.2% | −2,641−20.6% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 43,152 | $72.8 萬 | 0.2% | +6,941+19.2% | 加碼 | – |
| TEAMAtlassian Corp | CL A | 5,757 | $74.1 萬 | 0.2% | +5,757 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,748 | $74.2 萬 | 0.2% | +1,305+24.0% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,468 | $74.3 萬 | 0.2% | +14+0.4% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 2,278 | $74.7 萬 | 0.2% | −115−4.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 28,266 | $74.7 萬 | 0.2% | −4,691−14.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,277 | $74.8 萬 | 0.2% | +429+8.8% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,292 | $75.2 萬 | 0.2% | +3,292 | 新進 | 歷史 |
| RMDResmed Inc | COM | 3,631 | $75.6 萬 | 0.2% | −86−2.3% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,365 | $75.8 萬 | 0.2% | −1,100−31.7% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,111 | $75.9 萬 | 0.2% | −204−4.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,104 | $77.0 萬 | 0.2% | −172−7.6% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 67,390 | $77.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 3,850 | $77.8 萬 | 0.2% | +1,605+71.5% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 9,320 | $78.2 萬 | 0.2% | +6,378+216.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,296 | $79.9 萬 | 0.2% | +4,258+208.9% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,443 | $79.9 萬 | 0.2% | +9,443 | 新進 | – |
| MOAltria Group, Inc. | Stock | 17,747 | $81.1 萬 | 0.2% | +1,471+9.0% | 加碼 | 歷史 |
| ITGartner Inc | COM | 2,433 | $81.8 萬 | 0.2% | −428−15.0% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,108 | $82.0 萬 | 0.2% | −64−2.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,082 | $83.6 萬 | 0.2% | −244−3.3% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,930 | $83.6 萬 | 0.2% | +7,930 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 13,009 | $83.7 萬 | 0.2% | +839+6.9% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,270 | $85.3 萬 | 0.2% | −56−2.4% | 減碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,103 | $85.5 萬 | 0.2% | +4,409+260.3% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 2,768 | $86.2 萬 | 0.2% | −126−4.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 9,545 | $86.4 萬 | 0.2% | +1,461+18.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,783 | $87.9 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,321 | $89.1 萬 | 0.2% | +589+10.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,583 | $90.2 萬 | 0.2% | +413+8.0% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 10,880 | $90.3 萬 | 0.2% | +1,316+13.8% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,397 | $90.4 萬 | 0.2% | +2,628+148.6% | 加碼 | – |
| BACBank of America Corp | Stock | 27,719 | $91.8 萬 | 0.2% | +1,216+4.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,813 | $93.2 萬 | 0.2% | −470−14.3% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 43,553 | $95.3 萬 | 0.2% | +21,943+101.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 11,100 | $95.8 萬 | 0.2% | +4,662+72.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,546 | $96.7 萬 | 0.2% | −4,813−19.8% | 減碼 | – |
| ICLRIcon PLC | COM | 4,983 | $96.8 萬 | 0.2% | −1,530−23.5% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 4,665 | $99.9 萬 | 0.2% | −126−2.6% | 減碼 | 歷史 |
| LINLinde PLC | SHS | 3,074 | $100.3 萬 | 0.2% | +2,000+186.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,097 | $101.0 萬 | 0.2% | +64+1.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,289 | $102.3 萬 | 0.2% | −556−6.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,697 | $102.9 萬 | 0.2% | +154+2.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 28,175 | $103.0 萬 | 0.2% | +13,195+88.1% | 加碼 | – |
| SOSouthern Co | Stock | 14,593 | $104.2 萬 | 0.2% | −1,388−8.7% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 15,405 | $104.4 萬 | 0.2% | −1,194−7.2% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 40,006 | $104.5 萬 | 0.2% | −20,124−33.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,183 | $105.7 萬 | 0.2% | +3,099+16.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,936 | $106.6 萬 | 0.2% | +1,134+141.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,882 | $107.1 萬 | 0.2% | +994+7.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,137 | $109.0 萬 | 0.2% | +937+5.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,089 | $110.2 萬 | 0.2% | +84+2.1% | 加碼 | – |
| TAT&T Inc. | Stock | 60,403 | $111.2 萬 | 0.2% | −9,429−13.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,489 | $113.5 萬 | 0.2% | +815+12.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,591 | $113.9 萬 | 0.2% | −574−6.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,110 | $115.3 萬 | 0.2% | −583−21.6% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 9,860 | $115.8 萬 | 0.2% | +4,935+100.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 39,228 | $118.4 萬 | 0.3% | +330+0.8% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 7,648 | $119.6 萬 | 0.3% | +209+2.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,949 | $120.7 萬 | 0.3% | −1,233−13.4% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 26,489 | $122.5 萬 | 0.3% | +12,455+88.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,349 | $125.4 萬 | 0.3% | +725+8.4% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 18,496 | $138.0 萬 | 0.3% | −444−2.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 3,811 | $143.0 萬 | 0.3% | +588+18.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 7,810 | $145.9 萬 | 0.3% | +184+2.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,820 | $148.3 萬 | 0.3% | +998+35.4% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 19,312 | $150.0 萬 | 0.3% | +19,312 | 新進 | – |
| WRBBerkley W R Corp | COM | 20,819 | $151.1 萬 | 0.3% | +896+4.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,328 | $153.9 萬 | 0.3% | +11,328 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 15,678 | $154.0 萬 | 0.3% | +15,678 | 新進 | – |
| CVSCVS Health Corp | Stock | 16,816 | $156.7 萬 | 0.3% | +16,816 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 15,844 | $159.9 萬 | 0.3% | +906+6.1% | 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 |