Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 467
- 較 2023 年第 1 季 −3
- 總值
- $4.93 億
- 較 2023 年第 1 季 +$850.3 萬 (+1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 163,310 | $1,804 萬 | 3.7% | −28,702−14.9% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 513,351 | $1,626 萬 | 3.3% | +37,210+7.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 83,661 | $1,623 萬 | 3.3% | +3,027+3.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 57,850 | $1,114 萬 | 2.3% | −104,919−64.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 422,011 | $1,052 萬 | 2.1% | +5,917+1.4% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 355,455 | $978.9 萬 | 2.0% | +6,620+1.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 72,462 | $944.6 萬 | 1.9% | +883+1.2% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 100,456 | $936.4 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 278,971 | $935.9 萬 | 1.9% | +271,267+3,521.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,094 | $922.6 萬 | 1.9% | −885−3.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 284,451 | $793.3 萬 | 1.6% | +59,927+26.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 18,262 | $743.8 萬 | 1.5% | +2,010+12.4% | 加碼 | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 155,001 | $704.0 萬 | 1.4% | +43,910+39.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 55,232 | $661.1 萬 | 1.3% | +363+0.7% | 加碼 | 歷史 |
| CNACna Financial Corp | COM | 165,436 | $638.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 111,542 | $617.2 萬 | 1.3% | +3,011+2.8% | 加碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 135,258 | $563.9 萬 | 1.1% | +2,650+2.0% | 加碼 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 97,473 | $554.3 萬 | 1.1% | +301+0.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 41,940 | $507.3 萬 | 1.0% | +343+0.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,464 | $501.5 萬 | 1.0% | −1,984−4.4% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 64,617 | $485.1 萬 | 1.0% | +61,672+2,094.1% | 加碼 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 50,792 | $440.7 萬 | 0.9% | +767+1.5% | 加碼 | 歷史 |
| ProShares Tr74347X294 | HD REPLICATION | 89,657 | $433.6 萬 | 0.9% | +3,364+3.9% | 加碼 | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 66,159 | $417.6 萬 | 0.8% | +296+0.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,865 | $391.0 萬 | 0.8% | +130+0.4% | 加碼 | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 155,614 | $383.3 萬 | 0.8% | +2,637+1.7% | 加碼 | – |
| ACNAccenture plc | Stock | 12,209 | $376.7 萬 | 0.8% | +171+1.4% | 加碼 | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 117,590 | $366.9 萬 | 0.7% | +4,121+3.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,650 | $339.1 萬 | 0.7% | −193−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,919 | $304.1 萬 | 0.6% | +67+0.8% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 76,173 | $302.7 萬 | 0.6% | +2,553+3.5% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 6,097 | $298.1 萬 | 0.6% | +129+2.2% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 28,539 | $282.9 萬 | 0.6% | +646+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,314 | $281.4 萬 | 0.6% | −318−4.8% | 減碼 | – |
| VVisa Inc. | Stock | 11,042 | $262.2 萬 | 0.5% | +82+0.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,709 | $255.7 萬 | 0.5% | −1,024−1.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,729 | $252.4 萬 | 0.5% | +10+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,101 | $238.2 萬 | 0.5% | +414+4.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,964 | $234.6 萬 | 0.5% | +34+0.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,085 | $229.6 萬 | 0.5% | −48−1.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 55,047 | $228.7 萬 | 0.5% | +339+0.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 21,324 | $228.7 萬 | 0.5% | −406−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 14,431 | $227.1 萬 | 0.5% | +339+2.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 60,975 | $226.8 萬 | 0.5% | +5,370+9.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 10,523 | $226.4 萬 | 0.5% | +677+6.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,962 | $225.3 萬 | 0.5% | +119+0.9% | 加碼 | – |
| AONAon plc | CL A | 6,489 | $224.0 萬 | 0.5% | +94+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,531 | $224.0 萬 | 0.5% | −9−0.1% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 21,469 | $221.0 萬 | 0.4% | −35−0.2% | 減碼 | – |
| PMVPPMV Pharmaceuticals, Inc. | COM | 350,342 | $219.3 萬 | 0.4% | −200,000−36.3% | 減碼 | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 29,881 | $219.1 萬 | 0.4% | +29,881 | 新進 | – |
| AXPAmerican Express Co | Stock | 12,252 | $213.4 萬 | 0.4% | −680−5.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,939 | $212.8 萬 | 0.4% | +421+3.7% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 19,829 | $212.8 萬 | 0.4% | +2,334+13.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,366 | $209.8 萬 | 0.4% | +30+0.7% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,729 | $206.0 萬 | 0.4% | −33−0.3% | 減碼 | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 51,178 | $206.0 萬 | 0.4% | +51,178 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 22,201 | $204.3 萬 | 0.4% | +19,744+803.6% | 加碼 | – |
| ASMLASML Holding NV | ADR | 2,442 | $177.0 萬 | 0.4% | −41−1.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,077 | $172.5 萬 | 0.4% | +672+19.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,044 | $167.0 萬 | 0.3% | +838+5.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 3,825 | $163.5 萬 | 0.3% | +36+1.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 19,601 | $159.1 萬 | 0.3% | −23,177−54.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,930 | $159.0 萬 | 0.3% | +1,450+15.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,502 | $158.5 萬 | 0.3% | −1,558−17.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,427 | $155.8 萬 | 0.3% | −90−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,251 | $155.4 萬 | 0.3% | +22+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,062 | $150.1 萬 | 0.3% | −112−2.7% | 減碼 | – |
| RACEFerrari N.V. | COM | 4,589 | $149.2 萬 | 0.3% | −58−1.2% | 減碼 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 49,911 | $148.4 萬 | 0.3% | −11,124−18.2% | 減碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 18,172 | $146.8 萬 | 0.3% | +802+4.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,751 | $142.1 萬 | 0.3% | +800+10.1% | 加碼 | – |
| ICLRIcon PLC | COM | 5,417 | $135.5 萬 | 0.3% | +130+2.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 20,026 | $133.6 萬 | 0.3% | +8,492+73.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 18,864 | $130.4 萬 | 0.3% | +1,535+8.9% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 35,839 | $127.6 萬 | 0.3% | +26,503+283.9% | 加碼 | – |
| ADSKAutodesk, Inc. | COM | 6,210 | $127.1 萬 | 0.3% | −1,653−21.0% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 26,435 | $126.5 萬 | 0.3% | −1,435−5.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 8,237 | $125.0 萬 | 0.3% | +163+2.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 76,386 | $121.8 萬 | 0.2% | +14,459+23.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,482 | $121.5 萬 | 0.2% | +930+4.1% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 10,312 | $119.1 萬 | 0.2% | +330+3.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 16,443 | $117.7 萬 | 0.2% | −387−2.3% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,544 | $116.5 萬 | 0.2% | +6,522+54.3% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 17,216 | $114.8 萬 | 0.2% | +17,216 | 新進 | – |
| LENLennar Corp | CL A | 9,142 | $114.6 萬 | 0.2% | +135+1.5% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 2,929 | $111.6 萬 | 0.2% | +16+0.5% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,917 | $111.1 萬 | 0.2% | +2,878+141.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 21,673 | $108.8 萬 | 0.2% | +1,476+7.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 17,987 | $108.3 萬 | 0.2% | +453+2.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,791 | $107.3 萬 | 0.2% | −14−0.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,047 | $106.8 萬 | 0.2% | +34+1.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 14,876 | $104.5 萬 | 0.2% | +104+0.7% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 11,603 | $103.9 萬 | 0.2% | +6,242+116.4% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 6,077 | $102.0 萬 | 0.2% | +113+1.9% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 16,773 | $99.9 萬 | 0.2% | −2,788−14.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,369 | $99.1 萬 | 0.2% | +245+5.9% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 13,169 | $98.6 萬 | 0.2% | +2,724+26.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 48,833 | $98.5 萬 | 0.2% | +7,290+17.5% | 加碼 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 6,281 | $97.8 萬 | 0.2% | +178+2.9% | 加碼 | – |
2023 年第 1 季之後清倉（59 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 253,324 | $799.5 萬 | 1.7% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 36,638 | $363.2 萬 | 0.7% | – |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 27,214 | $270.9 萬 | 0.6% | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 85,634 | $247.8 萬 | 0.5% | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 39,228 | $124.1 萬 | 0.3% | – |
| TRIThomson Reuters Corp | COM NEW | 4,405 | $57.3 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 17,768 | $52.4 萬 | 0.1% | – |
| NTAPNetApp, Inc. | Stock | 7,164 | $45.7 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 9,761 | $44.4 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,927 | $38.5 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 9,879 | $31.8 萬 | 0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 8,425 | $31.4 萬 | 0.1% | – |
| BHPBHP Group Ltd | ADR | 4,681 | $29.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 10,218 | $29.4 萬 | 0.1% | – |
| TSTenaris SA | SPONSORED ADS | 10,127 | $28.8 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 9,597 | $28.2 萬 | 0.1% | – |
| SSTKShutterstock, Inc. | COM | 3,808 | $27.6 萬 | 0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,427 | $27.4 萬 | 0.1% | 歷史 |
| APHAmphenol Corp | CL A | 3,341 | $27.3 萬 | 0.1% | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 7,865 | $27.0 萬 | 0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 473 | $26.5 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 8,412 | $26.5 萬 | 0.1% | – |
| Advisorshares Tr00768Y206 | DORSEY WRIGT ADR | 5,504 | $26.3 萬 | 0.1% | – |
| URIUnited Rentals, Inc. | COM | 624 | $24.7 萬 | 0.1% | 歷史 |
| EVAEnviva, LLC | COM | 8,479 | $24.5 萬 | 0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,707 | $24.5 萬 | 0.1% | – |
| UFPIUfp Industries Inc | COM | 3,075 | $24.4 萬 | 0.1% | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,800 | $23.8 萬 | <0.1% | 歷史 |
| VICIVici Properties Inc. | COM | 7,146 | $23.3 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 1,386 | $23.3 萬 | <0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,452 | $23.3 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 1,051 | $23.2 萬 | <0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 2,881 | $23.0 萬 | <0.1% | 歷史 |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 2,802 | $22.5 萬 | <0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 4,173 | $22.3 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 9,699 | $22.2 萬 | <0.1% | 歷史 |
| TENTsakos Energy Navigation Ltd | SHS | 11,409 | $22.2 萬 | <0.1% | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 5,799 | $21.8 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ADR | 4,270 | $21.7 萬 | <0.1% | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 2,664 | $21.6 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,294 | $21.4 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 6,169 | $21.4 萬 | <0.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,718 | $20.9 萬 | <0.1% | – |
| SHOEShoe Station Group Inc | COM | 8,123 | $20.8 萬 | <0.1% | 歷史 |
| IQiQIYI, Inc. | SPONSORED ADS | 28,447 | $20.7 萬 | <0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,084 | $20.6 萬 | <0.1% | – |
| TTECTTEC Holdings, Inc. | COM | 5,520 | $20.6 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 678 | $20.5 萬 | <0.1% | 歷史 |
| STTState Street Corp | COM | 2,682 | $20.3 萬 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 5,357 | $20.1 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,622 | $20.1 萬 | <0.1% | – |
| UVXYProShares Trust II | ULTRA VIX SHORT | 40,000 | $18.6 萬 | <0.1% | 歷史 |
| AEGAegon Ltd. | NY REGISTRY SHS | 39,572 | $17.0 萬 | <0.1% | 歷史 |
| GGBGerdau S.A. | SPON ADR REP PFD | 32,681 | $16.1 萬 | <0.1% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $9.93 萬 | <0.1% | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 10,000 | $3.29 萬 | <0.1% | 歷史 |
| SEACSeachange International Inc | COM | 36,725 | $1.34 萬 | <0.1% | 歷史 |
| ALPPAlpine 4 Holdings, Inc. | COM | 10,152 | $5,178 | <0.1% | 歷史 |
| VSTMVerastem, Inc. | COM | 10,000 | $4,152 | <0.1% | 歷史 |