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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 10,115 | $97.4 萬 | 0.2% | +1,730+20.6% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 7,548 | $96.7 萬 | 0.2% | +24+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,044 | $95.9 萬 | 0.2% | −125−5.8% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,092 | $95.9 萬 | 0.2% | −14−0.7% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 4,182 | $94.1 萬 | 0.2% | +73+1.8% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 8,079 | $93.5 萬 | 0.2% | +148+1.9% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,581 | $93.2 萬 | 0.2% | +951+9.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 20,201 | $91.5 萬 | 0.2% | +2,558+14.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,116 | $90.7 萬 | 0.2% | +502+13.9% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 2,730 | $90.7 萬 | 0.2% | +40+1.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,045 | $90.6 萬 | 0.2% | −63−5.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,863 | $88.9 萬 | 0.2% | +14+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,643 | $88.7 萬 | 0.2% | +200+3.7% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 13,850 | $88.6 萬 | 0.2% | −403−2.8% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 6,206 | $87.2 萬 | 0.2% | −1,143−15.6% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 37,776 | $87.2 萬 | 0.2% | +710+1.9% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,966 | $86.1 萬 | 0.2% | −58−0.7% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,916 | $85.8 萬 | 0.2% | +9,916 | 新進 | – |
| CICigna Group | Stock | 3,040 | $85.3 萬 | 0.2% | +229+8.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 12,136 | $84.9 萬 | 0.2% | +12,136 | 新進 | – |
| MCDMcDonalds Corp | Stock | 2,814 | $84.0 萬 | 0.2% | +11+0.4% | 加碼 | 歷史 |
| NUENucor Corp | COM | 5,074 | $83.2 萬 | 0.2% | +37+0.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 28,993 | $83.2 萬 | 0.2% | +1,261+4.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 19,904 | $81.5 萬 | 0.2% | +6,761+51.4% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 12,883 | $79.7 萬 | 0.2% | +51+0.4% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 5,021 | $79.0 萬 | 0.2% | +5,021 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,804 | $78.2 萬 | 0.2% | −98−1.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,432 | $76.6 萬 | 0.2% | −233−3.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,364 | $76.3 萬 | 0.2% | −181−7.1% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 120 | $76.2 萬 | 0.2% | +2+1.7% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,174 | $76.2 萬 | 0.2% | +3,600+28.6% | 加碼 | – |
| MCOMoodys Corp | Stock | 2,178 | $75.7 萬 | 0.2% | +21+1.0% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,775 | $75.3 萬 | 0.2% | +648+4.9% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 3,982 | $74.7 萬 | 0.2% | +129+3.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,165 | $74.2 萬 | 0.2% | −15−0.2% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 58,446 | $74.2 萬 | 0.2% | −809−1.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,568 | $74.0 萬 | 0.2% | −35−1.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,261 | $73.4 萬 | 0.1% | −212−4.7% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 5,032 | $71.9 萬 | 0.1% | +71+1.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,692 | $71.9 萬 | 0.1% | +33+0.9% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 27,267 | $71.8 萬 | 0.1% | +578+2.2% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 44,603 | $71.0 萬 | 0.1% | +2,019+4.7% | 加碼 | – |
| XYLXylem Inc. | COM | 6,255 | $70.4 萬 | 0.1% | +134+2.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,029 | $68.4 萬 | 0.1% | +167+5.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 5,819 | $68.3 萬 | 0.1% | −471−7.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,329 | $68.0 萬 | 0.1% | −9,601−32.1% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,232 | $67.0 萬 | 0.1% | −86−2.6% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 4,499 | $66.9 萬 | 0.1% | +136+3.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,060 | $66.9 萬 | 0.1% | +28+0.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 15,668 | $66.9 萬 | 0.1% | +2,206+16.4% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 8,671 | $66.8 萬 | 0.1% | −2,079−19.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,215 | $66.3 萬 | 0.1% | +100+4.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,303 | $66.0 萬 | 0.1% | +303+4.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,729 | $65.5 萬 | 0.1% | +43+1.6% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 7,104 | $65.2 萬 | 0.1% | +58+0.8% | 加碼 | 歷史 |
| ITGartner Inc | COM | 1,862 | $65.2 萬 | 0.1% | −536−22.4% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 19,208 | $64.4 萬 | 0.1% | −914−4.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 20,792 | $63.9 萬 | 0.1% | +657+3.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 4,935 | $63.6 萬 | 0.1% | +220+4.7% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 6,368 | $62.2 萬 | 0.1% | +348+5.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,933 | $61.9 萬 | 0.1% | +145+5.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,787 | $61.9 萬 | 0.1% | +110+4.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 7,165 | $61.2 萬 | 0.1% | +646+9.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,385 | $60.9 萬 | 0.1% | +105+3.2% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 462 | $60.5 萬 | 0.1% | +12+2.7% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,552 | $60.5 萬 | 0.1% | +41+2.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,490 | $60.1 萬 | 0.1% | −1,798−28.6% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 4,444 | $60.0 萬 | 0.1% | +4,444 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,177 | $59.5 萬 | 0.1% | −57−1.8% | 減碼 | – |
| CTVACorteva, Inc. | Stock | 10,305 | $59.0 萬 | 0.1% | +184+1.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,072 | $58.9 萬 | 0.1% | +162+4.1% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,349 | $58.5 萬 | 0.1% | +193+2.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,728 | $58.3 萬 | 0.1% | +32+0.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,767 | $58.2 萬 | 0.1% | +248+4.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,310 | $58.2 萬 | 0.1% | +7+0.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 12,537 | $57.7 萬 | 0.1% | +559+4.7% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 27,421 | $57.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 5,981 | $57.0 萬 | 0.1% | +213+3.7% | 加碼 | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 12,924 | $56.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,507 | $56.5 萬 | 0.1% | −431−10.9% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,964 | $56.5 萬 | 0.1% | −30,753−81.5% | 減碼 | – |
| SAPSAP SE | ADR | 4,120 | $56.4 萬 | 0.1% | +106+2.6% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,278 | $56.1 萬 | 0.1% | +94+4.3% | 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 | – |
| CNCCentene Corp | Stock | 8,275 | $55.8 萬 | 0.1% | +61+0.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,886 | $55.6 萬 | 0.1% | −113−1.4% | 減碼 | – |
| GEGeneral Electric Co | Stock | 5,016 | $55.1 萬 | 0.1% | +162+3.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 796 | $55.0 萬 | 0.1% | +17+2.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 9,498 | $54.8 萬 | 0.1% | +56+0.6% | 加碼 | – |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 8,202 | $54.3 萬 | 0.1% | +3,797+86.2% | 加碼 | – |
| PFGPrincipal Financial Group Inc | COM | 7,148 | $54.2 萬 | 0.1% | +106+1.5% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 1,206 | $53.9 萬 | 0.1% | −28−2.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,935 | $53.0 萬 | 0.1% | +1,275+27.4% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,212 | $52.6 萬 | 0.1% | −78−1.1% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 2,356 | $51.5 萬 | 0.1% | +54+2.3% | 加碼 | 歷史 |
| iShares Tr464288786 | U.S. INSRNCE ETF | 5,850 | $51.4 萬 | 0.1% | −733−11.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 955 | $51.4 萬 | 0.1% | +9+1.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,861 | $51.3 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 6,216 | $50.9 萬 | 0.1% | +270+4.5% | 加碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,401 | $50.6 萬 | 0.1% | +158+3.0% | 加碼 | 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。
| 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 |