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Livermore
Livermore
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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2023 年第 1 季持倉

持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。

機構總覽
持股檔數
470
較 2022 年第 4 季 +12
總值
$4.84 億
較 2022 年第 4 季 +$1,182 萬 (+2.5%)
申報日
2023/5/9
SEC
Personal Cfo Solutions, LLC 在 2023 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
VSTMVerastem, Inc.COM10,000$4,152<0.1%00.0%不變歷史
ALPPAlpine 4 Holdings, Inc.COM10,152$5,178<0.1%00.0%不變歷史
SEACSeachange International IncCOM36,725$1.34 萬<0.1%00.0%不變歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR19,388$2.11 萬<0.1%00.0%不變歷史
HIVEHIVE Digital Technologies Ltd.COM NEW10,000$3.29 萬<0.1%00.0%不變歷史
LWLGLightwave Logic, Inc.COM10,000$5.23 萬<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR19,841$5.60 萬<0.1%−296−1.5%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR26,017$6.04 萬<0.1%−4,550−14.9%減碼歷史
SANBanco Santander, S.A.ADR16,599$6.13 萬<0.1%00.0%不變歷史
Aris Water Solutions, Inc.04041L106CLASS A COM12,354$9.62 萬<0.1%+12,354新進–
ADPTAdaptive Biotechnologies CorpCOM11,250$9.93 萬<0.1%00.0%不變歷史
RNACCartesian Therapeutics, Inc.COM84,888$11.8 萬<0.1%00.0%不變歷史
FFord Motor CoStock11,542$14.5 萬<0.1%+472+4.3%加碼歷史
WUWestern Union COStock13,350$14.9 萬<0.1%+3,124+30.5%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A14,238$15.3 萬<0.1%00.0%不變歷史
GGBGerdau S.A.SPON ADR REP PFD32,681$16.1 萬<0.1%+2,939+9.9%加碼歷史
AEGAegon Ltd.NY REGISTRY SHS39,572$17.0 萬<0.1%+1,583+4.2%加碼歷史
KWKennedy-Wilson Holdings, Inc.COM11,046$18.3 萬<0.1%+235+2.2%加碼歷史
UVXYProShares Trust IIULTRA VIX SHORT40,000$18.6 萬<0.1%+20,000+100.0%加碼歷史
TMETencent Music Entertainment GroupSPON ADS22,681$18.8 萬<0.1%+22,681新進歷史
ARDXArdelyx, Inc.COM40,235$19.3 萬<0.1%00.0%不變歷史
SNOWSnowflake Inc.Stock1,298$20.0 萬<0.1%+1,298新進歷史
SPDR Series Trust78464A763ST STR SP DIV1,622$20.1 萬<0.1%+1,622新進–
CAGConagra Brands Inc.Stock5,357$20.1 萬<0.1%+5,357新進歷史
VIPSVipshop Holdings LtdSPONSORED ADS A13,305$20.2 萬<0.1%+13,305新進歷史
STTState Street CorpCOM2,682$20.3 萬<0.1%+2,682新進歷史
DTEDte Energy CoCOM1,860$20.4 萬<0.1%+1,860新進歷史
PSAPublic StorageCOM678$20.5 萬<0.1%+678新進歷史
TTECTTEC Holdings, Inc.COM5,520$20.6 萬<0.1%+5,520新進歷史
AFLAflac IncStock3,195$20.6 萬<0.1%+3,195新進歷史
iShares Core MSCI Eafe ETF46432F842ETF3,084$20.6 萬<0.1%+3,084新進–
IQiQIYI, Inc.SPONSORED ADS28,447$20.7 萬<0.1%+28,447新進歷史
SHOEShoe Station Group IncCOM8,123$20.8 萬<0.1%+8,123新進歷史
Vanguard Intermediate-Term Bond ETF921937819ETF2,718$20.9 萬<0.1%+6+0.2%加碼–
MUSAMurphy USA Inc.COM812$21.0 萬<0.1%+94+13.1%加碼歷史
UALUnited Airlines Holdings, Inc.COM4,749$21.0 萬<0.1%−558−10.5%減碼歷史
VTRVentas, Inc.REIT4,851$21.0 萬<0.1%−18−0.4%減碼歷史
IQVIQVIA Holdings Inc.Stock1,067$21.2 萬<0.1%+3+0.3%加碼歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,169$21.4 萬<0.1%+6,169新進–
UMHUmh Properties, Inc.COM14,470$21.4 萬<0.1%+2,811+24.1%加碼歷史
TGTTarget CorpStock1,294$21.4 萬<0.1%−608−32.0%減碼歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B2,664$21.6 萬<0.1%+2,664新進歷史
CRHCRH Public Ltd CoADR4,270$21.7 萬<0.1%+4,270新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE6,185$21.8 萬<0.1%−146−2.3%減碼–
CRAICra International, Inc.COM2,020$21.8 萬<0.1%−25−1.2%減碼歷史
BXBlackstone Inc.COM2,487$21.8 萬<0.1%+2,487新進歷史
TCOMTrip.com Group LtdADS5,799$21.8 萬<0.1%−23−0.4%減碼歷史
ProShares Tr74348A608SHT 7-10 YR TR7,860$21.9 萬<0.1%+360+4.8%加碼–
CABOCable One, Inc.COM312$21.9 萬<0.1%+20+6.8%加碼歷史
CDWCDW CorpCOM1,124$21.9 萬<0.1%−1,014−47.4%減碼歷史
PPGPPG Industries IncStock1,653$22.1 萬<0.1%+1,653新進歷史
SYKStryker CorpStock776$22.2 萬<0.1%+776新進歷史
TENTsakos Energy Navigation LtdSHS11,409$22.2 萬<0.1%+11,409新進歷史
VFCV F CorpStock9,699$22.2 萬<0.1%+9,699新進歷史
iShares Tr464288513IBOXX HI YD ETF2,945$22.2 萬<0.1%−73,952−96.2%減碼–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS27,928$22.3 萬<0.1%+27,928新進歷史
EQIXEquinix IncCOM309$22.3 萬<0.1%−2−0.6%減碼歷史
STMSTMicroelectronics N.V.NY REGISTRY4,173$22.3 萬<0.1%+4,173新進歷史
WMWaste Management IncStock1,377$22.5 萬<0.1%+65+5.0%加碼歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP2,802$22.5 萬<0.1%+2,802新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,486$22.6 萬<0.1%+4,486新進–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF5,300$22.7 萬<0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST2,491$22.7 萬<0.1%−86−3.3%減碼–
ZBHZimmer Biomet Holdings, Inc.Stock1,759$22.7 萬<0.1%+1,759新進歷史
PKXPosco Holdings Inc.SPONSORED ADR3,265$22.8 萬<0.1%+3,265新進歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,457$22.8 萬<0.1%−21,657−89.8%減碼–
ETF Managers Tr26924G201PRIME CYBR SCRTY4,798$22.9 萬<0.1%+65+1.4%加碼–
ADMArcher-Daniels-Midland CoStock2,881$23.0 萬<0.1%−286−9.0%減碼歷史
iShares Tr464287861EUROPE ETF4,620$23.1 萬<0.1%+22+0.5%加碼–
CMICummins IncStock970$23.2 萬<0.1%+69+7.7%加碼歷史
ALBAlbemarle CorpStock1,051$23.2 萬<0.1%+123+13.3%加碼歷史
USBUS Bancorp DECOM NEW6,452$23.3 萬<0.1%−144−2.2%減碼歷史
ANETArista Networks, Inc.COM1,386$23.3 萬<0.1%+1,386新進歷史
VICIVici Properties Inc.COM7,146$23.3 萬<0.1%+294+4.3%加碼歷史
DOVDOVER CorpCOM1,540$23.4 萬<0.1%+1,540新進歷史
NXRTNexPoint Residential Trust, Inc.COM5,373$23.5 萬<0.1%+5,373新進歷史
YPFYpf Sociedad AnonimaSPON ADR CL D21,404$23.5 萬<0.1%+589+2.8%加碼歷史
AMDAdvanced Micro Devices IncStock2,406$23.6 萬<0.1%+2,406新進歷史
AZOAutoZone IncCOM96$23.6 萬<0.1%+1+1.1%加碼歷史
MSIMotorola Solutions, Inc.Stock826$23.6 萬<0.1%+1+0.1%加碼歷史
HEIHeico CorpCOM1,386$23.7 萬<0.1%+54+4.1%加碼歷史
INGING Groep NVSPONSORED ADR19,997$23.7 萬<0.1%+1,394+7.5%加碼歷史
LKFNLakeland Financial CorpCOM3,800$23.8 萬<0.1%−310−7.5%減碼歷史
KLICKulicke & Soffa Industries IncCOM4,530$23.9 萬<0.1%+4,530新進歷史
Fidelity MSCI Materials Index ETF316092881ETF5,246$23.9 萬<0.1%00.0%不變–
Bank of Amer Corp0605056827.25%CNV PFD L205$23.9 萬<0.1%+5+2.5%加碼–
iShares Tr46435G409MSCI INTL VLU FT9,665$24.0 萬<0.1%−534−5.2%減碼–
IRMIron Mountain IncCOM4,552$24.1 萬<0.1%−657−12.6%減碼歷史
KWRQuaker Chemical CorpCOM1,217$24.1 萬<0.1%−2−0.2%減碼歷史
ABMAbm Industries IncCOM5,372$24.1 萬<0.1%−27−0.5%減碼歷史
ACADAcadia Pharmaceuticals IncCOM12,860$24.2 萬<0.1%+14+0.1%加碼歷史
Schwab Strategic Tr808524862SHT TM US TRES4,964$24.2 萬0.1%+4,964新進–
VanEck ETF Trust92189F106GOLD MINERS ETF7,519$24.3 萬0.1%00.0%不變–
UFPIUfp Industries IncCOM3,075$24.4 萬0.1%+246+8.7%加碼歷史
iShares Tr46435G425ESG AWR MSCI USA2,707$24.5 萬0.1%−449−14.2%減碼–
EVAEnviva, LLCCOM8,479$24.5 萬0.1%+479+6.0%加碼歷史
PCARPaccar IncCOM3,356$24.6 萬0.1%+1,130+50.8%加碼歷史
MNROMonro, Inc.COM4,983$24.6 萬0.1%+30+0.6%加碼歷史
Innovator ETFs Trust45782C755US EQTY BUFR JUN7,704$24.7 萬0.1%−1,796−18.9%減碼–
EDConsolidated Edison IncStock2,580$24.7 萬0.1%+2,580新進歷史

2022 年第 4 季之後清倉（46 檔）

2022 年第 4 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 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
Innovator ETFs Trust45782C722INTRNL DEV JULY384,868$917.5 萬1.9%–
Innovator ETFs Trust45782C508US EQTY PWR BUF194,893$614.1 萬1.3%–
Innovator ETFs Trust45782C276GRWT100 PWR BUF103,282$439.4 萬0.9%–
Fidelity MSCI Financials Index ETF316092501ETF88,330$423.5 萬0.9%–
State Street Financial Select Sector SPDR ETF81369Y605ETF60,078$205.5 萬0.4%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF23,492$165.6 萬0.4%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF21,937$163.5 萬0.3%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF11,328$153.9 萬0.3%–
State Street Materials Select Sector SPDR ETF81369Y100ETF19,312$150.0 萬0.3%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF13,009$83.7 萬0.2%–
iShares Tr464288281JPMORGAN USD EMG9,443$79.9 萬0.2%–
iShares Inc464286392MSCI WORLD ETF4,100$44.8 萬0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF18,132$44.0 萬0.1%–
Innovator ETFs Trust45782C284US SML CP PWR B15,703$38.0 萬0.1%–
BWABorgwarner IncCOM9,421$37.9 萬0.1%歷史
AIMCAltra Industrial Motion Corp.COM6,342$37.9 萬0.1%歷史
iShares Tr464287622RUS 1000 ETF1,727$36.4 萬0.1%–
METMetlife IncStock4,755$34.4 萬0.1%歷史
DEODiageo PLCSPON ADR NEW1,917$34.2 萬0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,494$34.0 萬0.1%歷史
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF9,801$29.1 萬0.1%–
Innovator ETFs Trust45782C714EMRGNG MKT JULY12,287$28.1 萬0.1%–
UNPUnion Pacific CorpStock1,341$27.8 萬0.1%歷史
SRESempraStock1,784$27.6 萬0.1%歷史
LPLALPL Financial Holdings Inc.COM1,262$27.3 萬0.1%歷史
Tata MTRS Ltd876568502SPONSORED ADR11,508$26.6 萬0.1%–
EQNREquinor ASASPONSORED ADR7,421$26.6 萬0.1%歷史
ROSTRoss Stores, Inc.COM2,146$24.9 萬0.1%歷史
iShares Tr464288885EAFE GRWTH ETF2,946$24.7 萬0.1%–
GMABGenmab A/SSPONSORED ADS5,584$23.7 萬0.1%歷史
TFCTruist Financial CorpCOM5,200$22.4 萬<0.1%歷史
KTKT CorpSPONSORED ADR16,143$21.8 萬<0.1%歷史
UNFUnifirst CorpCOM1,124$21.7 萬<0.1%歷史
CNPCenterpoint Energy IncCOM7,161$21.5 萬<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM1,595$21.3 萬<0.1%歷史
EXEExpand Energy CorpCOM2,149$20.3 萬<0.1%歷史
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD37,545$17.7 萬<0.1%歷史
Copel-ADR20441B605ADR22,952$16.5 萬<0.1%–
AXIAYAXIA Energia S.A.SPONSORED ADR20,652$16.4 萬<0.1%歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF10,704$15.3 萬<0.1%–
VODVodafone Group Public Ltd CoADR13,117$13.3 萬<0.1%歷史
DSXDiana Shipping Inc.COM29,360$11.5 萬<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM11,708$7.63 萬<0.1%歷史
CARMCarisma Therapeutics Inc.COM18,000$1.10 萬<0.1%歷史
VEONVEON Ltd.SPONSORED ADR20,200$9,898<0.1%歷史
CETXCemtrex IncCOM NEW25,368$00.0%歷史