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 |
|---|---|---|---|---|---|---|---|
| PEGPublic Service Enterprise Group Inc | COM | 9,156 | $57.2 萬 | 0.1% | +212+2.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,862 | $57.2 萬 | 0.1% | −224−7.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,519 | $57.2 萬 | 0.1% | +205+3.2% | 加碼 | 歷史 |
| TRIThomson Reuters Corp | COM NEW | 4,405 | $57.3 萬 | 0.1% | +4,405 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,443 | $57.3 萬 | 0.1% | +87+2.6% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 4,363 | $57.6 萬 | 0.1% | −100−2.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,234 | $57.7 萬 | 0.1% | +91+2.9% | 加碼 | – |
| PSXPhillips 66 | Stock | 5,768 | $58.5 萬 | 0.1% | +420+7.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,020 | $58.5 萬 | 0.1% | +511+9.3% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 20,135 | $59.1 萬 | 0.1% | −481−2.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,788 | $59.2 萬 | 0.1% | +81+3.0% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,938 | $59.8 萬 | 0.1% | +78+2.0% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 1,303 | $59.9 萬 | 0.1% | −56−4.1% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 1,234 | $59.9 萬 | 0.1% | −14−1.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 4,715 | $60.2 萬 | 0.1% | −594−11.2% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 20,122 | $60.6 萬 | 0.1% | −459−2.2% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 27,421 | $60.7 萬 | 0.1% | +500+1.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,115 | $60.8 萬 | 0.1% | +223+11.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,000 | $61.0 萬 | 0.1% | +310+4.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,280 | $61.0 萬 | 0.1% | −179−5.2% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 10,121 | $61.0 萬 | 0.1% | +124+1.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 6,121 | $64.1 萬 | 0.1% | +51+0.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,677 | $64.7 萬 | 0.1% | +196+7.9% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 118 | $65.8 萬 | 0.1% | −6−4.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,805 | $65.8 萬 | 0.1% | +490+7.8% | 加碼 | – |
| MCOMoodys Corp | Stock | 2,157 | $66.0 萬 | 0.1% | −39−1.8% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 7,046 | $66.2 萬 | 0.1% | −3,834−35.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,686 | $67.7 萬 | 0.1% | +49+1.9% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,318 | $67.8 萬 | 0.1% | +26+0.8% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 450 | $68.8 萬 | 0.1% | −29−6.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,603 | $68.9 萬 | 0.1% | +135+3.9% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 4,961 | $69.0 萬 | 0.1% | +88+1.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 26,689 | $69.1 萬 | 0.1% | +1,276+5.0% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,445 | $70.9 萬 | 0.1% | +10,445 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,108 | $71.1 萬 | 0.1% | +18+1.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,180 | $71.2 萬 | 0.1% | +98+1.4% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,127 | $71.3 萬 | 0.1% | +4,332+49.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,811 | $71.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,659 | $72.2 萬 | 0.1% | +1,120+44.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,614 | $73.8 萬 | 0.2% | −783−17.8% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 59,255 | $73.9 萬 | 0.2% | +10,037+20.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,032 | $74.0 萬 | 0.2% | −78−1.3% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,473 | $74.4 萬 | 0.2% | +24+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,169 | $74.5 萬 | 0.2% | +65+3.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,022 | $75.0 萬 | 0.2% | +2,383+24.7% | 加碼 | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 8,385 | $75.4 萬 | 0.2% | +1,080+14.8% | 加碼 | – |
| MDTMedtronic plc | Stock | 9,630 | $77.6 萬 | 0.2% | +707+7.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 5,037 | $77.8 萬 | 0.2% | −106−2.1% | 減碼 | 歷史 |
| ITGartner Inc | COM | 2,398 | $78.1 萬 | 0.2% | −35−1.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,803 | $78.4 萬 | 0.2% | +99+3.7% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,109 | $78.6 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 41,543 | $78.7 萬 | 0.2% | +4,628+12.5% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 17,643 | $78.7 萬 | 0.2% | −104−0.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 27,732 | $79.3 萬 | 0.2% | +130.0% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 37,066 | $80.0 萬 | 0.2% | −6,487−14.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,443 | $80.3 萬 | 0.2% | +166+3.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,288 | $82.4 萬 | 0.2% | −33−0.5% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,690 | $82.5 萬 | 0.2% | −78−2.8% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,545 | $83.3 萬 | 0.2% | +275+12.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,849 | $84.1 萬 | 0.2% | +66+2.4% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 30,000 | $84.6 萬 | 0.2% | −10,006−25.0% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 12,832 | $84.8 萬 | 0.2% | −170−1.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,665 | $85.0 萬 | 0.2% | −83−1.2% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 7,931 | $86.4 萬 | 0.2% | +2,891+57.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,124 | $87.4 萬 | 0.2% | +27+0.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,534 | $87.6 萬 | 0.2% | +1,375+13.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,290 | $87.8 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,024 | $88.0 萬 | 0.2% | +94+1.2% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 10,750 | $89.2 萬 | 0.2% | −350−3.2% | 減碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,103 | $89.5 萬 | 0.2% | 00.0% | 不變 | – |
| ILMNIllumina, Inc. | COM | 3,853 | $89.6 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,524 | $93.6 萬 | 0.2% | +103+1.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,106 | $93.9 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,902 | $94.1 萬 | 0.2% | +319+5.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,405 | $94.6 萬 | 0.2% | −24−0.7% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 9,007 | $94.7 萬 | 0.2% | −538−5.6% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 42,584 | $95.0 萬 | 0.2% | −568−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 27,320 | $97.0 萬 | 0.2% | −855−3.0% | 減碼 | – |
| INTCIntel Corp | Stock | 29,930 | $97.8 萬 | 0.2% | +1,664+5.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,253 | $98.8 萬 | 0.2% | −629−4.2% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,964 | $102.1 萬 | 0.2% | +207+3.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,197 | $102.3 萬 | 0.2% | +651+3.3% | 加碼 | – |
| SOSouthern Co | Stock | 14,772 | $102.8 萬 | 0.2% | +179+1.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 2,913 | $103.6 萬 | 0.2% | −161−5.2% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 7,349 | $104.0 萬 | 0.2% | −299−3.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,805 | $105.8 萬 | 0.2% | +108+1.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,534 | $108.8 萬 | 0.2% | +397+2.3% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 9,982 | $111.8 萬 | 0.2% | +122+1.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 5,287 | $112.9 萬 | 0.2% | +304+6.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,013 | $116.0 萬 | 0.2% | +77+4.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 16,830 | $116.8 萬 | 0.2% | +1,425+9.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,517 | $116.9 萬 | 0.2% | +1,307+31.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,552 | $117.9 萬 | 0.2% | +369+1.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 61,927 | $119.2 萬 | 0.2% | +1,524+2.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,074 | $120.1 萬 | 0.2% | +585+7.8% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 19,561 | $121.8 萬 | 0.3% | −1,258−6.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,951 | $122.5 萬 | 0.3% | +20.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,480 | $123.5 萬 | 0.3% | +131+1.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 39,228 | $124.1 萬 | 0.3% | 00.0% | 不變 | – |
| RACEFerrari N.V. | COM | 4,647 | $125.9 萬 | 0.3% | −18−0.4% | 減碼 | 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 |