Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 455
- 較 2023 年第 2 季 −12
- 總值
- $5.06 億
- 較 2023 年第 2 季 +$1,322 萬 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UFPIUfp Industries Inc | COM | 2,578 | $26.4 萬 | 0.1% | +2,578 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 515 | $26.4 萬 | 0.1% | +515 | 新進 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 5,133 | $26.5 萬 | 0.1% | +400+8.5% | 加碼 | – |
| TTTrane Technologies plc | SHS | 1,310 | $26.6 萬 | 0.1% | −37−2.7% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 12,808 | $26.7 萬 | 0.1% | +27+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,864 | $26.8 萬 | 0.1% | +3,864 | 新進 | – |
| WELLWelltower Inc. | REIT | 3,269 | $26.8 萬 | 0.1% | +113+3.6% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,798 | $26.8 萬 | 0.1% | +109+1.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,505 | $26.8 萬 | 0.1% | −134−5.1% | 減碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 4,837 | $27.1 萬 | 0.1% | +657+15.7% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,946 | $27.1 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 3,371 | $27.2 萬 | 0.1% | +3,371 | 新進 | – |
| BAXBaxter International Inc | Stock | 7,224 | $27.3 萬 | 0.1% | +7,224 | 新進 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 7,798 | $27.6 萬 | 0.1% | +1,275+19.5% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,724 | $27.9 萬 | 0.1% | +37+1.4% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 8,273 | $27.9 萬 | 0.1% | −320−3.7% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 4,698 | $27.9 萬 | 0.1% | +59+1.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,727 | $28.0 萬 | 0.1% | +163+6.4% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 3,073 | $28.3 萬 | 0.1% | +155+5.3% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 5,238 | $28.5 萬 | 0.1% | +59+1.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,407 | $28.7 萬 | 0.1% | +397+39.3% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,163 | $28.8 萬 | 0.1% | +8+0.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,399 | $28.8 萬 | 0.1% | −3,582−59.9% | 減碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 17,770 | $28.9 萬 | 0.1% | −2,868−13.9% | 減碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,092 | $29.0 萬 | 0.1% | +114+2.9% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 3,060 | $29.0 萬 | 0.1% | +21+0.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 6,505 | $29.1 萬 | 0.1% | +1,508+30.2% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,954 | $29.1 萬 | 0.1% | +335+7.3% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 13,938 | $29.2 萬 | 0.1% | +173+1.3% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,631 | $29.2 萬 | 0.1% | −2,042−26.6% | 減碼 | – |
| DINOHF Sinclair Corp | COM | 5,138 | $29.3 萬 | 0.1% | −200−3.7% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 8,821 | $29.3 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| KKellanova | Stock | 4,959 | $29.5 萬 | 0.1% | +778+18.6% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 570 | $29.6 萬 | 0.1% | +13+2.3% | 加碼 | 歷史 |
| CMSCMS Energy Corp | COM | 5,609 | $29.8 萬 | 0.1% | −108−1.9% | 減碼 | 歷史 |
| OZKBank OZK | COM | 8,136 | $30.2 萬 | 0.1% | +97+1.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,563 | $30.2 萬 | 0.1% | −135−2.0% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,777 | $30.3 萬 | 0.1% | +28+1.0% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 5,142 | $30.4 萬 | 0.1% | −1,407−21.5% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 2,004 | $30.5 萬 | 0.1% | +39+2.0% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 7,712 | $30.6 萬 | 0.1% | −249−3.1% | 減碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,671 | $30.7 萬 | 0.1% | −1,064−15.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,232 | $30.7 萬 | 0.1% | +18+1.5% | 加碼 | – |
| DXCMDexcom Inc | COM | 3,330 | $31.1 萬 | 0.1% | +366+12.3% | 加碼 | 歷史 |
| KRKroger Co | Stock | 6,942 | $31.1 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 449 | $31.1 萬 | 0.1% | −13−2.8% | 減碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 7,052 | $31.2 萬 | 0.1% | −500−6.6% | 減碼 | – |
| PLDPrologis, Inc. | REIT | 2,800 | $31.4 萬 | 0.1% | −447−13.8% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 3,980 | $31.4 萬 | 0.1% | −188−4.5% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 3,237 | $31.6 萬 | 0.1% | +227+7.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,875 | $31.8 萬 | 0.1% | +66+3.6% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,270 | $31.9 萬 | 0.1% | −112−2.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,373 | $32.2 萬 | 0.1% | −14−1.0% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,863 | $32.4 萬 | 0.1% | −24−1.3% | 減碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 5,177 | $32.5 萬 | 0.1% | +36+0.7% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,402 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,719 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 12,932 | $32.9 萬 | 0.1% | +12,932 | 新進 | – |
| ESIElement Solutions Inc | COM | 16,911 | $33.2 萬 | 0.1% | −623−3.6% | 減碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 11,990 | $33.8 萬 | 0.1% | +1,200+11.1% | 加碼 | – |
| SHELShell plc | ADR | 5,263 | $33.9 萬 | 0.1% | +517+10.9% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 1,888 | $34.0 萬 | 0.1% | +23+1.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,255 | $34.3 萬 | 0.1% | −184−12.8% | 減碼 | 歷史 |
| MTRNMATERION Corp | COM | 3,396 | $34.6 萬 | 0.1% | +61+1.8% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 11,652 | $34.6 萬 | 0.1% | −1,185−9.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 3,697 | $34.8 萬 | 0.1% | +70+1.9% | 加碼 | – |
| LULUlululemon athletica inc. | Stock | 912 | $35.2 萬 | 0.1% | −21−2.3% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,172 | $35.3 萬 | 0.1% | +31+0.5% | 加碼 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,236 | $35.3 萬 | 0.1% | −235−6.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,141 | $35.4 萬 | 0.1% | −3,357−35.3% | 減碼 | – |
| BILLBILL Holdings, Inc. | Stock | 3,260 | $35.4 萬 | 0.1% | −428−11.6% | 減碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 6,660 | $35.5 萬 | 0.1% | +787+13.4% | 加碼 | – |
| GSKGSK plc | ADR | 9,824 | $35.6 萬 | 0.1% | +1,255+14.6% | 加碼 | 歷史 |
| FEFirstenergy Corp | COM | 10,425 | $35.6 萬 | 0.1% | +445+4.5% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,194 | $35.9 萬 | 0.1% | +21+0.7% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 4,793 | $35.9 萬 | 0.1% | −159−3.2% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 4,024 | $36.4 萬 | 0.1% | +56+1.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 9,415 | $36.5 萬 | 0.1% | +414+4.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 966 | $36.5 萬 | 0.1% | −42−4.2% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 5,174 | $36.6 萬 | 0.1% | +129+2.6% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,611 | $36.7 萬 | 0.1% | −15−0.9% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 896 | $36.8 萬 | 0.1% | +19+2.2% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,343 | $36.8 萬 | 0.1% | +37+1.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,753 | $36.9 萬 | 0.1% | −1,332−14.7% | 減碼 | – |
| CIVICivitas Resources, Inc. | EQUITY US CM | 4,567 | $36.9 萬 | 0.1% | +48+1.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,063 | $37.0 萬 | 0.1% | +284+36.5% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,609 | $37.1 萬 | 0.1% | −53−1.4% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,508 | $37.2 萬 | 0.1% | +57+1.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,486 | $37.2 萬 | 0.1% | +517+8.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,870 | $37.6 萬 | 0.1% | +360+10.3% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 11,176 | $37.6 萬 | 0.1% | +331+3.1% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 5,769 | $38.5 萬 | 0.1% | +6+0.1% | 加碼 | – |
| PGRProgressive Corp | Stock | 2,779 | $38.7 萬 | 0.1% | +30+1.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,831 | $39.1 萬 | 0.1% | −39−2.1% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,921 | $39.1 萬 | 0.1% | +197+3.4% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 5,215 | $39.2 萬 | 0.1% | +172+3.4% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 949 | $39.3 萬 | 0.1% | +8+0.9% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 46,386 | $39.4 萬 | 0.1% | −3,384−6.8% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,325 | $39.4 萬 | 0.1% | +21+1.6% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 10,736 | $39.4 萬 | 0.1% | +171+1.6% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（51 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 163,310 | $1,804 萬 | 3.7% | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 513,351 | $1,626 萬 | 3.3% | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 355,455 | $978.9 萬 | 2.0% | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 278,971 | $935.9 萬 | 1.9% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 135,258 | $563.9 萬 | 1.1% | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 155,614 | $383.3 萬 | 0.8% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 21,469 | $221.0 萬 | 0.4% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,966 | $86.1 萬 | 0.2% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,916 | $85.8 萬 | 0.2% | – |
| RMDResmed Inc | COM | 2,356 | $51.5 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 3,987 | $46.6 萬 | 0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 3,133 | $43.4 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,762 | $31.4 萬 | 0.1% | – |
| DOCUDocuSign, Inc. | Stock | 5,801 | $29.6 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 3,411 | $27.6 萬 | 0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,746 | $27.3 萬 | 0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 2,762 | $27.2 萬 | 0.1% | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 3,123 | $26.3 萬 | 0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 4,794 | $26.3 萬 | 0.1% | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,435 | $24.7 萬 | 0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,528 | $24.6 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 3,688 | $24.6 萬 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 5,079 | $24.4 萬 | <0.1% | – |
| CMICummins Inc | Stock | 990 | $24.3 萬 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 5,300 | $24.1 萬 | <0.1% | – |
| EFXEquifax Inc | COM | 1,002 | $23.6 萬 | <0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 866 | $23.3 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 296 | $23.2 萬 | <0.1% | 歷史 |
| VTRVentas, Inc. | REIT | 4,829 | $22.8 萬 | <0.1% | 歷史 |
| AMXAmerica Movil SAB de CV | SPON ADS RP CL B | 10,521 | $22.8 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 2,411 | $22.6 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,500 | $22.6 萬 | <0.1% | – |
| iShares Semiconductor ETF464287523 | ETF | 437 | $22.2 萬 | <0.1% | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 6,185 | $21.9 萬 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,269 | $21.4 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,039 | $20.8 萬 | <0.1% | – |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,794 | $20.8 萬 | <0.1% | 歷史 |
| DYDycom Industries Inc | COM | 1,818 | $20.7 萬 | <0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 3,233 | $20.6 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,346 | $20.6 萬 | <0.1% | 歷史 |
| MNROMonro, Inc. | COM | 5,067 | $20.6 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,389 | $20.2 萬 | <0.1% | – |
| DTEDte Energy Co | COM | 1,827 | $20.1 萬 | <0.1% | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 11,775 | $19.8 萬 | <0.1% | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 11,186 | $18.5 萬 | <0.1% | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 10,148 | $17.9 萬 | <0.1% | 歷史 |
| EMBJEmbraer S.A. | ADR | 10,071 | $15.6 萬 | <0.1% | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 19,697 | $14.5 萬 | <0.1% | 歷史 |
| ORANYOrange | SPONSORED ADR | 10,895 | $12.7 萬 | <0.1% | 歷史 |
| DRDDrdgold Ltd | SPON ADR REPSTG | 10,296 | $10.9 萬 | <0.1% | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 19,388 | $1.79 萬 | <0.1% | 歷史 |