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 |
|---|---|---|---|---|---|---|---|
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,471 | $38.5 萬 | 0.1% | −391−10.1% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 10,845 | $38.5 萬 | 0.1% | +4,397+68.2% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 9,980 | $38.8 萬 | 0.1% | −4,273−30.0% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 6,735 | $39.5 萬 | 0.1% | −107−1.6% | 減碼 | – |
| IPARInterparfums Inc | COM | 2,921 | $39.5 萬 | 0.1% | +34+1.2% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,247 | $39.8 萬 | 0.1% | −30−0.9% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,104 | $39.8 萬 | 0.1% | +588+10.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,002 | $40.1 萬 | 0.1% | +213+5.6% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,451 | $40.1 萬 | 0.1% | +68+1.6% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 5,921 | $40.1 萬 | 0.1% | +28+0.5% | 加碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 12,635 | $40.3 萬 | 0.1% | −1,500−10.6% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 11,883 | $40.4 萬 | 0.1% | −15,437−56.5% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,212 | $40.5 萬 | 0.1% | +135+4.4% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,801 | $40.5 萬 | 0.1% | −11−0.6% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 877 | $40.5 萬 | 0.1% | +10+1.2% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 5,763 | $40.5 萬 | 0.1% | +4+0.1% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,447 | $40.8 萬 | 0.1% | +78+3.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,008 | $40.8 萬 | 0.1% | +36+3.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,694 | $41.3 萬 | 0.1% | −591−9.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,046 | $41.5 萬 | 0.1% | 00.0% | 不變 | – |
| STVNStevanato Group S.p.A. | ORD SHS | 12,837 | $41.6 萬 | 0.1% | −274−2.1% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,673 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| AGNTAGNT, Inc. | COM | 20,638 | $41.9 萬 | 0.1% | −1,549−7.0% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 5,045 | $42.2 萬 | 0.1% | +463+10.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 10,054 | $42.3 萬 | 0.1% | +500+5.2% | 加碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 5,043 | $42.5 萬 | 0.1% | +592+13.3% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 5,724 | $42.5 萬 | 0.1% | +165+3.0% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 592 | $42.5 萬 | 0.1% | −16−2.6% | 減碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 10,565 | $42.6 萬 | 0.1% | +824+8.5% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 12,607 | $42.9 萬 | 0.1% | +368+3.0% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,027 | $43.1 萬 | 0.1% | +159+2.7% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,304 | $43.1 萬 | 0.1% | +36+2.8% | 加碼 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 3,688 | $43.1 萬 | 0.1% | +3,688 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 454 | $43.4 萬 | 0.1% | −8−1.7% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 3,133 | $43.4 萬 | 0.1% | +1,075+52.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,843 | $43.5 萬 | 0.1% | −585−10.8% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 12,805 | $43.5 萬 | 0.1% | +1,997+18.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 17,628 | $43.5 萬 | 0.1% | +17,628 | 新進 | – |
| WRKWestRock Co | COM | 14,996 | $43.6 萬 | 0.1% | −2,729−15.4% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,940 | $43.6 萬 | 0.1% | +1,287+77.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,157 | $43.7 萬 | 0.1% | +372+7.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 7,729 | $43.8 萬 | 0.1% | +525+7.3% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,628 | $44.2 萬 | 0.1% | +46+1.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,969 | $44.3 萬 | 0.1% | +91+1.5% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,085 | $44.8 萬 | 0.1% | +3,716+69.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 4,562 | $45.2 萬 | 0.1% | +244+5.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,850 | $45.8 萬 | 0.1% | −35−0.9% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,173 | $46.2 萬 | 0.1% | +1,414+80.4% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,942 | $46.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,688 | $46.4 萬 | 0.1% | +2+0.1% | 加碼 | – |
| DFSDiscover Financial Services | COM | 3,987 | $46.6 萬 | 0.1% | +69+1.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,072 | $46.6 萬 | 0.1% | +273+7.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 730 | $47.0 萬 | 0.1% | −168−18.7% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 66,756 | $47.0 萬 | 0.1% | −1,000−1.5% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,598 | $47.3 萬 | 0.1% | −28−0.4% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,793 | $47.3 萬 | 0.1% | +137+8.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,041 | $47.4 萬 | 0.1% | +56+5.7% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 3,960 | $48.1 萬 | 0.1% | +1,169+41.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,854 | $48.2 萬 | 0.1% | −414−3.4% | 減碼 | – |
| ALGNAlign Technology Inc | COM | 1,378 | $48.7 萬 | 0.1% | +21+1.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 1,636 | $48.7 萬 | 0.1% | +1,636 | 新進 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,769 | $49.2 萬 | 0.1% | +414+12.3% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 10,853 | $49.3 萬 | 0.1% | +740+7.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,245 | $49.4 萬 | 0.1% | +20+0.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 14,154 | $49.6 萬 | 0.1% | +14,154 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 16,006 | $50.1 萬 | 0.1% | −13,994−46.6% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 9,822 | $50.1 萬 | 0.1% | +2,866+41.2% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,401 | $50.6 萬 | 0.1% | +158+3.0% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,216 | $50.9 萬 | 0.1% | +270+4.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,861 | $51.3 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 955 | $51.4 萬 | 0.1% | +9+1.0% | 加碼 | 歷史 |
| iShares Tr464288786 | U.S. INSRNCE ETF | 5,850 | $51.4 萬 | 0.1% | −733−11.1% | 減碼 | – |
| RMDResmed Inc | COM | 2,356 | $51.5 萬 | 0.1% | +54+2.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,212 | $52.6 萬 | 0.1% | −78−1.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,935 | $53.0 萬 | 0.1% | +1,275+27.4% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,206 | $53.9 萬 | 0.1% | −28−2.3% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 7,148 | $54.2 萬 | 0.1% | +106+1.5% | 加碼 | 歷史 |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 8,202 | $54.3 萬 | 0.1% | +3,797+86.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,498 | $54.8 萬 | 0.1% | +56+0.6% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 796 | $55.0 萬 | 0.1% | +17+2.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,016 | $55.1 萬 | 0.1% | +162+3.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,886 | $55.6 萬 | 0.1% | −113−1.4% | 減碼 | – |
| CNCCentene Corp | Stock | 8,275 | $55.8 萬 | 0.1% | +61+0.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,602 | $55.8 萬 | 0.1% | −1,203−17.7% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 2,278 | $56.1 萬 | 0.1% | +94+4.3% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 4,120 | $56.4 萬 | 0.1% | +106+2.6% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,964 | $56.5 萬 | 0.1% | −30,753−81.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,507 | $56.5 萬 | 0.1% | −431−10.9% | 減碼 | – |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,924 | $56.9 萬 | 0.1% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 5,981 | $57.0 萬 | 0.1% | +213+3.7% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 27,421 | $57.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 12,537 | $57.7 萬 | 0.1% | +559+4.7% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,310 | $58.2 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,767 | $58.2 萬 | 0.1% | +248+4.5% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,728 | $58.3 萬 | 0.1% | +32+0.3% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,349 | $58.5 萬 | 0.1% | +193+2.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,072 | $58.9 萬 | 0.1% | +162+4.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 10,305 | $59.0 萬 | 0.1% | +184+1.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,177 | $59.5 萬 | 0.1% | −57−1.8% | 減碼 | – |
| TRIThomson Reuters Corp | COM NO PAR | 4,444 | $60.0 萬 | 0.1% | +4,444 | 新進 | 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。
| 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 |