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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 949 | $34.6 萬 | 0.1% | −1,416−59.9% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 54,612 | $34.9 萬 | 0.1% | +296+0.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,826 | $35.0 萬 | 0.1% | +11+0.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 743 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,288 | $35.5 萬 | 0.1% | −29−1.3% | 減碼 | 歷史 |
| BPBP PLC | ADR | 9,427 | $35.8 萬 | 0.1% | −1,217−11.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,885 | $36.1 萬 | 0.1% | +145+3.9% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 6,842 | $36.7 萬 | 0.1% | −434−6.0% | 減碼 | – |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,862 | $36.8 萬 | 0.1% | +60+1.6% | 加碼 | 歷史 |
| KRKroger Co | Stock | 7,570 | $37.4 萬 | 0.1% | +7,570 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,785 | $37.5 萬 | 0.1% | +56+1.2% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,921 | $37.7 萬 | 0.1% | +14+0.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,204 | $37.7 萬 | 0.1% | +554+8.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 8,552 | $37.8 萬 | 0.1% | −62−0.7% | 減碼 | – |
| MTRNMATERION Corp | COM | 3,279 | $38.0 萬 | 0.1% | +33+1.0% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 9,741 | $38.2 萬 | 0.1% | +107+1.1% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,855 | $38.2 萬 | 0.1% | −49−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,046 | $38.2 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,355 | $38.2 萬 | 0.1% | −10.0% | 減碼 | – |
| WINGWingstop Inc. | COM | 2,092 | $38.4 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,927 | $38.5 萬 | 0.1% | +1,927 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 3,918 | $38.7 萬 | 0.1% | +42+1.1% | 加碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 10,808 | $38.8 萬 | 0.1% | +3,788+54.0% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,077 | $39.1 萬 | 0.1% | −1,183−27.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,563 | $39.1 萬 | 0.1% | +29+1.9% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 9,554 | $39.2 萬 | 0.1% | +1,157+13.8% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 462 | $39.2 萬 | 0.1% | −23−4.7% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,383 | $39.7 萬 | 0.1% | +164+3.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,789 | $39.8 萬 | 0.1% | +438+13.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 972 | $40.1 萬 | 0.1% | +18+1.9% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,808 | $40.2 萬 | 0.1% | +38+1.4% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,979 | $40.3 萬 | 0.1% | +134+2.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,451 | $40.5 萬 | 0.1% | +51+1.2% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 5,759 | $40.7 萬 | 0.1% | +806+16.3% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 3,277 | $40.9 萬 | 0.1% | +51+1.6% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,369 | $40.9 萬 | 0.1% | −138−5.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,656 | $41.0 萬 | 0.1% | +205+14.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,673 | $41.0 萬 | 0.1% | +7,673 | 新進 | – |
| IPARInterparfums Inc | COM | 2,887 | $41.1 萬 | 0.1% | −441−13.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,686 | $41.2 萬 | 0.1% | −1,111−39.7% | 減碼 | – |
| TSNTyson Foods, Inc. | Stock | 6,956 | $41.3 萬 | 0.1% | +806+13.1% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 12,239 | $41.7 萬 | 0.1% | +750+6.5% | 加碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 14,135 | $42.1 萬 | 0.1% | −573−3.9% | 減碼 | – |
| WDAYWorkday, Inc. | CL A | 2,039 | $42.1 萬 | 0.1% | +205+11.2% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 5,868 | $42.1 萬 | 0.1% | +441+8.1% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,268 | $42.2 萬 | 0.1% | +34+2.8% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,243 | $42.3 萬 | 0.1% | +355+7.3% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 7,754 | $42.3 萬 | 0.1% | −1,248−13.9% | 減碼 | – |
| SYYSysco Corp | Stock | 5,559 | $42.9 萬 | 0.1% | +200+3.7% | 加碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 3,553 | $43.2 萬 | 0.1% | +359+11.2% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,799 | $43.5 萬 | 0.1% | −84−2.2% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,582 | $43.8 萬 | 0.1% | −220−4.6% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 6,564 | $43.8 萬 | 0.1% | +430+7.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,712 | $43.9 萬 | 0.1% | +83+0.9% | 加碼 | – |
| BNYBank of New York Mellon Corp | Stock | 9,761 | $44.4 萬 | 0.1% | +4,266+77.6% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,942 | $44.8 萬 | 0.1% | −538−15.5% | 減碼 | – |
| MCHPMicrochip Technology Inc | Stock | 5,361 | $44.9 萬 | 0.1% | −345−6.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,285 | $45.0 萬 | 0.1% | −97−1.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 4,318 | $45.0 萬 | 0.1% | +440+11.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,878 | $45.3 萬 | 0.1% | +842+16.7% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,357 | $45.3 萬 | 0.1% | +10+0.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 985 | $45.5 萬 | 0.1% | +32+3.4% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 7,164 | $45.7 萬 | 0.1% | +538+8.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,854 | $46.4 萬 | 0.1% | +300+6.6% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,946 | $46.5 萬 | 0.1% | +260+4.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,660 | $46.7 萬 | 0.1% | +230+5.2% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 10,113 | $46.7 萬 | 0.1% | +765+8.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 946 | $47.0 萬 | 0.1% | +24+2.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 898 | $47.6 萬 | 0.1% | −274−23.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,910 | $48.0 萬 | 0.1% | +257+7.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,575 | $48.2 萬 | 0.1% | +1,533+75.1% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,184 | $49.3 萬 | 0.1% | +131+6.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,225 | $49.5 萬 | 0.1% | +37+1.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,268 | $49.6 萬 | 0.1% | +2,113+20.8% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 608 | $50.0 萬 | 0.1% | +28+4.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,462 | $50.3 萬 | 0.1% | +2,380+21.5% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 2,302 | $50.4 萬 | 0.1% | −1,329−36.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,511 | $50.8 萬 | 0.1% | −183−10.8% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 4,014 | $50.8 萬 | 0.1% | +287+7.7% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,290 | $50.8 萬 | 0.1% | +543+8.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,999 | $51.1 萬 | 0.1% | +705+9.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,519 | $51.3 萬 | 0.1% | +733+15.3% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 8,214 | $51.9 萬 | 0.1% | +123+1.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 779 | $52.1 萬 | 0.1% | +37+5.0% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 7,042 | $52.3 萬 | 0.1% | −2,278−24.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,428 | $52.4 萬 | 0.1% | +213+4.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 13,143 | $52.4 萬 | 0.1% | +2,730+26.2% | 加碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 17,768 | $52.4 萬 | 0.1% | −905−4.8% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 11,696 | $53.5 萬 | 0.1% | −20.0% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 17,725 | $54.0 萬 | 0.1% | −14−0.1% | 減碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,812 | $54.2 萬 | 0.1% | −466−20.5% | 減碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,924 | $54.5 萬 | 0.1% | +351+2.8% | 加碼 | – |
| INCYIncyte Corp | COM | 7,626 | $55.1 萬 | 0.1% | +33+0.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,442 | $55.3 萬 | 0.1% | +3,300+53.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 2,855 | $55.4 萬 | 0.1% | −41−1.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 11,978 | $56.2 萬 | 0.1% | +547+4.8% | 加碼 | 歷史 |
| iShares Tr464288786 | U.S. INSRNCE ETF | 6,583 | $56.4 萬 | 0.1% | +6,583 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 12,574 | $56.4 萬 | 0.1% | +719+6.1% | 加碼 | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 67,756 | $56.5 萬 | 0.1% | +366+0.5% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 14,253 | $57.1 萬 | 0.1% | +4,554+47.0% | 加碼 | 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。
| 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 Trust45782C722 | INTRNL DEV JULY | 384,868 | $917.5 萬 | 1.9% | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 194,893 | $614.1 萬 | 1.3% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 103,282 | $439.4 萬 | 0.9% | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 88,330 | $423.5 萬 | 0.9% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 60,078 | $205.5 萬 | 0.4% | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 23,492 | $165.6 萬 | 0.4% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 21,937 | $163.5 萬 | 0.3% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,328 | $153.9 萬 | 0.3% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 19,312 | $150.0 萬 | 0.3% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 13,009 | $83.7 萬 | 0.2% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,443 | $79.9 萬 | 0.2% | – |
| iShares Inc464286392 | MSCI WORLD ETF | 4,100 | $44.8 萬 | 0.1% | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 18,132 | $44.0 萬 | 0.1% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 15,703 | $38.0 萬 | 0.1% | – |
| BWABorgwarner Inc | COM | 9,421 | $37.9 萬 | 0.1% | 歷史 |
| AIMCAltra Industrial Motion Corp. | COM | 6,342 | $37.9 萬 | 0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,727 | $36.4 萬 | 0.1% | – |
| METMetlife Inc | Stock | 4,755 | $34.4 萬 | 0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,917 | $34.2 萬 | 0.1% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,494 | $34.0 萬 | 0.1% | 歷史 |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 9,801 | $29.1 萬 | 0.1% | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 12,287 | $28.1 萬 | 0.1% | – |
| UNPUnion Pacific Corp | Stock | 1,341 | $27.8 萬 | 0.1% | 歷史 |
| SRESempra | Stock | 1,784 | $27.6 萬 | 0.1% | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 1,262 | $27.3 萬 | 0.1% | 歷史 |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 11,508 | $26.6 萬 | 0.1% | – |
| EQNREquinor ASA | SPONSORED ADR | 7,421 | $26.6 萬 | 0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,146 | $24.9 萬 | 0.1% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,946 | $24.7 萬 | 0.1% | – |
| GMABGenmab A/S | SPONSORED ADS | 5,584 | $23.7 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 5,200 | $22.4 萬 | <0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 16,143 | $21.8 萬 | <0.1% | 歷史 |
| UNFUnifirst Corp | COM | 1,124 | $21.7 萬 | <0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 7,161 | $21.5 萬 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,595 | $21.3 萬 | <0.1% | 歷史 |
| EXEExpand Energy Corp | COM | 2,149 | $20.3 萬 | <0.1% | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 37,545 | $17.7 萬 | <0.1% | 歷史 |
| Copel-ADR20441B605 | ADR | 22,952 | $16.5 萬 | <0.1% | – |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 20,652 | $16.4 萬 | <0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 10,704 | $15.3 萬 | <0.1% | – |
| VODVodafone Group Public Ltd Co | ADR | 13,117 | $13.3 萬 | <0.1% | 歷史 |
| DSXDiana Shipping Inc. | COM | 29,360 | $11.5 萬 | <0.1% | 歷史 |
| AQNAlgonquin Power & Utilities Corp. | COM | 11,708 | $7.63 萬 | <0.1% | 歷史 |
| CARMCarisma Therapeutics Inc. | COM | 18,000 | $1.10 萬 | <0.1% | 歷史 |
| VEONVEON Ltd. | SPONSORED ADR | 20,200 | $9,898 | <0.1% | 歷史 |
| CETXCemtrex Inc | COM NEW | 25,368 | $0 | 0.0% | 歷史 |