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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 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。

機構總覽
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%)
申報日
2023/8/10
SEC
Personal Cfo Solutions, LLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
STEXStreamex Corp.COM NEW13,955$1.74 萬<0.1%+13,955新進歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR19,388$1.79 萬<0.1%00.0%不變歷史
LYGLloyds Banking Group plcSPONSORED ADR26,017$5.72 萬<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR16,599$6.16 萬<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR20,151$6.41 萬<0.1%+310+1.6%加碼歷史
LWLGLightwave Logic, Inc.COM10,000$6.97 萬<0.1%00.0%不變歷史
RNACCartesian Therapeutics, Inc.COM84,888$9.51 萬<0.1%00.0%不變歷史
HLNHaleon plcADR12,457$10.4 萬<0.1%+12,457新進歷史
DRDDrdgold LtdSPON ADR REPSTG10,296$10.9 萬<0.1%+10,296新進歷史
ORANYOrangeSPONSORED ADR10,895$12.7 萬<0.1%+10,895新進歷史
Aris Water Solutions, Inc.04041L106CLASS A COM12,765$13.2 萬<0.1%+411+3.3%加碼–
TMETencent Music Entertainment GroupSPON ADS19,697$14.5 萬<0.1%−2,984−13.2%減碼歷史
EMBJEmbraer S.A.ADR10,071$15.6 萬<0.1%+10,071新進歷史
WUWestern Union COStock14,227$16.7 萬<0.1%+877+6.6%加碼歷史
CRBGCorebridge Financial, Inc.COM10,148$17.9 萬<0.1%+10,148新進歷史
KWKennedy-Wilson Holdings, Inc.COM11,055$18.1 萬<0.1%+9+0.1%加碼歷史
VIPSVipshop Holdings LtdSPONSORED ADS A11,186$18.5 萬<0.1%−2,119−15.9%減碼歷史
ARDXArdelyx, Inc.COM55,235$18.7 萬<0.1%+15,000+37.3%加碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS24,245$18.9 萬<0.1%−3,683−13.2%減碼歷史
HSTHost Hotels & Resorts, Inc.COM11,775$19.8 萬<0.1%+11,775新進歷史
KNSAKiniksa Pharmaceuticals International, plcCOM CL A14,238$20.0 萬<0.1%00.0%不變歷史
MFCManulife Financial CorpCOM10,603$20.1 萬<0.1%+10,603新進歷史
DTEDte Energy CoCOM1,827$20.1 萬<0.1%−33−1.8%減碼歷史
FFord Motor CoStock13,304$20.1 萬<0.1%+1,762+15.3%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,389$20.2 萬<0.1%+4,389新進–
VEEVVeeva Systems IncStock1,030$20.4 萬<0.1%+1,030新進歷史
PKXPosco Holdings Inc.SPONSORED ADR2,781$20.6 萬<0.1%−484−14.8%減碼歷史
MNROMonro, Inc.COM5,067$20.6 萬<0.1%+84+1.7%加碼歷史
RSGRepublic Services, Inc.COM1,346$20.6 萬<0.1%+1,346新進歷史
DARDarling Ingredients Inc.COM3,233$20.6 萬<0.1%+3,233新進歷史
RJFRaymond James Financial IncCOM1,990$20.6 萬<0.1%+1,990新進歷史
UNPUnion Pacific CorpStock1,010$20.7 萬<0.1%+1,010新進歷史
DYDycom Industries IncCOM1,818$20.7 萬<0.1%+1,818新進歷史
PAMPampa Energy Inc.SPONS ADR LVL I4,794$20.8 萬<0.1%+4,794新進歷史
iShares Core Dividend Growth ETF46434V621ETF4,039$20.8 萬<0.1%+4,039新進–
CXCemex SAB de CVSPON ADR NEW29,707$21.0 萬<0.1%+29,707新進歷史
CRAICra International, Inc.COM2,063$21.0 萬<0.1%+43+2.1%加碼歷史
MELIMercadolibre IncCOM178$21.1 萬<0.1%+178新進歷史
EWEdwards Lifesciences CorpStock2,269$21.4 萬<0.1%+2,269新進歷史
CABOCable One, Inc.COM327$21.5 萬<0.1%+15+4.8%加碼歷史
BAHBooz Allen Hamilton Holding CorpCL A1,926$21.5 萬<0.1%+1,926新進歷史
JWNNordstrom IncStock10,521$21.5 萬<0.1%+10,521新進歷史
CPAYCorpay, Inc.COM868$21.8 萬<0.1%+868新進歷史
DBX ETF Tr233051200XTRACK MSCI EAFE6,185$21.9 萬<0.1%00.0%不變–
FDXFedEx CorpStock884$21.9 萬<0.1%+884新進歷史
iShares Semiconductor ETF464287523ETF437$22.2 萬<0.1%+437新進–
AZOAutoZone IncCOM90$22.4 萬<0.1%−6−6.3%減碼歷史
HALHalliburton CoStock6,804$22.4 萬<0.1%+6,804新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,500$22.6 萬<0.1%+14+0.3%加碼–
ProShares Tr74348A608SHT 7-10 YR TR7,860$22.6 萬<0.1%00.0%不變–
iShares Tr46435G409MSCI INTL VLU FT8,880$22.6 萬<0.1%−785−8.1%減碼–
EXASExact Sciences CorpCOM2,411$22.6 萬<0.1%+2,411新進歷史
VanEck ETF Trust92189F106GOLD MINERS ETF7,519$22.6 萬<0.1%00.0%不變–
AFLAflac IncStock3,261$22.8 萬<0.1%+66+2.1%加碼歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B10,521$22.8 萬<0.1%−1,778−14.5%減碼歷史
Pacer US Small Cap Cash Cows ETF69374H857ETF5,598$22.8 萬<0.1%+5,598新進–
VTRVentas, Inc.REIT4,829$22.8 萬<0.1%−22−0.5%減碼歷史
TTDTrade Desk, Inc.Stock2,961$22.9 萬<0.1%+2,961新進歷史
EDConsolidated Edison IncStock2,540$23.0 萬<0.1%−40−1.6%減碼歷史
EQIXEquinix IncCOM296$23.2 萬<0.1%−13−4.2%減碼歷史
ABMAbm Industries IncCOM5,440$23.2 萬<0.1%+68+1.3%加碼歷史
SYKStryker CorpStock761$23.2 萬<0.1%−15−1.9%減碼歷史
SEDGSolaredge Technologies, Inc.COM866$23.3 萬<0.1%+866新進歷史
DOVDOVER CorpCOM1,587$23.4 萬<0.1%+47+3.1%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST2,496$23.5 萬<0.1%+5+0.2%加碼–
EFXEquifax IncCOM1,002$23.6 萬<0.1%+1,002新進歷史
iShares Tr464287861EUROPE ETF4,666$23.6 萬<0.1%+46+1.0%加碼–
WMWaste Management IncStock1,360$23.6 萬<0.1%−17−1.2%減碼歷史
UMHUmh Properties, Inc.COM14,784$23.6 萬<0.1%+314+2.2%加碼歷史
CBTCabot CorpCOM3,557$23.8 萬<0.1%+3,557新進歷史
DINOHF Sinclair CorpCOM5,338$23.8 萬<0.1%+5,338新進歷史
ETF Managers Tr26924G201PRIME CYBR SCRTY4,733$23.9 萬<0.1%−65−1.4%減碼–
Bank of Amer Corp0605056827.25%CNV PFD L205$24.0 萬<0.1%00.0%不變–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF5,300$24.1 萬<0.1%00.0%不變–
CORCencora, Inc.Stock1,257$24.2 萬<0.1%+1,257新進歷史
KWRQuaker Chemical CorpCOM1,244$24.2 萬<0.1%+27+2.2%加碼歷史
CMICummins IncStock990$24.3 萬<0.1%+20+2.1%加碼歷史
INGING Groep NVSPONSORED ADR18,040$24.3 萬<0.1%−1,957−9.8%減碼歷史
Schwab Strategic Tr808524862SHT TM US TRES5,079$24.4 萬<0.1%+115+2.3%加碼–
Fidelity MSCI Materials Index ETF316092881ETF5,246$24.5 萬<0.1%00.0%不變–
BXBlackstone Inc.COM2,639$24.5 萬<0.1%+152+6.1%加碼歷史
XYZBlock, Inc.CL A3,688$24.6 萬<0.1%+64+1.8%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,307$24.6 萬<0.1%−2,136−62.0%減碼歷史
SNOWSnowflake Inc.Stock1,397$24.6 萬<0.1%+99+7.6%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS3,528$24.6 萬<0.1%−324−8.4%減碼歷史
CMGChipotle Mexican Grill IncCOM115$24.6 萬<0.1%+115新進歷史
PCARPaccar IncCOM2,942$24.6 萬<0.1%−414−12.3%減碼歷史
MSIMotorola Solutions, Inc.Stock840$24.6 萬0.1%+14+1.7%加碼歷史
MPCMarathon Petroleum CorpStock2,115$24.7 萬0.1%−1,460−40.8%減碼歷史
NXRTNexPoint Residential Trust, Inc.COM5,435$24.7 萬0.1%+62+1.2%加碼歷史
CSGPCostar Group, Inc.COM2,784$24.8 萬0.1%+2,784新進歷史
CEGConstellation Energy CorpStock2,749$25.2 萬0.1%−1,206−30.5%減碼歷史
HEIHeico CorpCOM1,434$25.4 萬0.1%+48+3.5%加碼歷史
WELLWelltower Inc.REIT3,156$25.5 萬0.1%−603−16.0%減碼歷史
TTTrane Technologies plcSHS1,347$25.8 萬0.1%−4−0.3%減碼歷史
DDominion Energy, IncStock4,997$25.9 萬0.1%+4,997新進歷史
MUSAMurphy USA Inc.COM834$25.9 萬0.1%+22+2.7%加碼歷史
DHIHorton D R IncCOM2,143$26.1 萬0.1%+2,143新進歷史
CPKChesapeake Utilities CorpCOM2,195$26.1 萬0.1%+36+1.7%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR4,607$26.1 萬0.1%−1,957−29.8%減碼歷史

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。

Personal Cfo Solutions, LLC 在 2023 年第 1 季之後清倉的部位
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 Trust45782C698US EQUT BUFR AUG253,324$799.5 萬1.7%–
iShares Tr4642874407-10 YR TRSY BD36,638$363.2 萬0.7%–
Alps ETF Tr00162Q205EQUAL SEC ETF27,214$270.9 萬0.6%–
SPDR Series Trust78464A672ST INTER ETF85,634$247.8 萬0.5%–
Innovator ETFs Trust45782C813US EQTY PWR BUF39,228$124.1 萬0.3%–
TRIThomson Reuters CorpCOM NEW4,405$57.3 萬0.1%歷史
Innovator ETFs Trust45782C680US EQTY PWR BF17,768$52.4 萬0.1%–
NTAPNetApp, Inc.Stock7,164$45.7 萬0.1%歷史
BNYBank of New York Mellon CorpStock9,761$44.4 萬0.1%歷史
PANWPalo Alto Networks IncStock1,927$38.5 萬0.1%歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF9,879$31.8 萬0.1%–
iShares Tr46435U713US INFRASTRUC8,425$31.4 萬0.1%–
BHPBHP Group LtdADR4,681$29.7 萬0.1%歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF10,218$29.4 萬0.1%–
TSTenaris SASPONSORED ADS10,127$28.8 萬0.1%歷史
Innovator ETFs Trust45782C870US EQT PWR BUF9,597$28.2 萬0.1%–
SSTKShutterstock, Inc.COM3,808$27.6 萬0.1%歷史
FISVFiserv IncStock2,427$27.4 萬0.1%歷史
APHAmphenol CorpCL A3,341$27.3 萬0.1%歷史
ABBNYABB LtdSPONSORED ADR7,865$27.0 萬0.1%歷史
MSCIMSCI Inc.Stock473$26.5 萬0.1%歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF8,412$26.5 萬0.1%–
Advisorshares Tr00768Y206DORSEY WRIGT ADR5,504$26.3 萬0.1%–
URIUnited Rentals, Inc.COM624$24.7 萬0.1%歷史
EVAEnviva, LLCCOM8,479$24.5 萬0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA2,707$24.5 萬0.1%–
UFPIUfp Industries IncCOM3,075$24.4 萬0.1%歷史
LKFNLakeland Financial CorpCOM3,800$23.8 萬<0.1%歷史
VICIVici Properties Inc.COM7,146$23.3 萬<0.1%歷史
ANETArista Networks, Inc.COM1,386$23.3 萬<0.1%歷史
USBUS Bancorp DECOM NEW6,452$23.3 萬<0.1%歷史
ALBAlbemarle CorpStock1,051$23.2 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock2,881$23.0 萬<0.1%歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP2,802$22.5 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY4,173$22.3 萬<0.1%歷史
VFCV F CorpStock9,699$22.2 萬<0.1%歷史
TENTsakos Energy Navigation LtdSHS11,409$22.2 萬<0.1%歷史
TCOMTrip.com Group LtdADS5,799$21.8 萬<0.1%歷史
CRHCRH Public Ltd CoADR4,270$21.7 萬<0.1%歷史
SQMChemical & Mining Co of Chile IncSPON ADR SER B2,664$21.6 萬<0.1%歷史
TGTTarget CorpStock1,294$21.4 萬<0.1%歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,169$21.4 萬<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF2,718$20.9 萬<0.1%–
SHOEShoe Station Group IncCOM8,123$20.8 萬<0.1%歷史
IQiQIYI, Inc.SPONSORED ADS28,447$20.7 萬<0.1%歷史
iShares Core MSCI Eafe ETF46432F842ETF3,084$20.6 萬<0.1%–
TTECTTEC Holdings, Inc.COM5,520$20.6 萬<0.1%歷史
PSAPublic StorageCOM678$20.5 萬<0.1%歷史
STTState Street CorpCOM2,682$20.3 萬<0.1%歷史
CAGConagra Brands Inc.Stock5,357$20.1 萬<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV1,622$20.1 萬<0.1%–
UVXYProShares Trust IIULTRA VIX SHORT40,000$18.6 萬<0.1%歷史
AEGAegon Ltd.NY REGISTRY SHS39,572$17.0 萬<0.1%歷史
GGBGerdau S.A.SPON ADR REP PFD32,681$16.1 萬<0.1%歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$9.93 萬<0.1%歷史
HIVEHIVE Digital Technologies Ltd.COM NEW10,000$3.29 萬<0.1%歷史
SEACSeachange International IncCOM36,725$1.34 萬<0.1%歷史
ALPPAlpine 4 Holdings, Inc.COM10,152$5,178<0.1%歷史
VSTMVerastem, Inc.COM10,000$4,152<0.1%歷史