Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 511
- 較 2023 年第 3 季 +56
- 總值
- $5.78 億
- 較 2023 年第 3 季 +$7,164 萬 (+14.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STEXStreamex Corp. | COM NEW | 13,955 | $6,629 | <0.1% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 50,888 | $3.51 萬 | <0.1% | −4,000−7.3% | 減碼 | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 10,000 | $4.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LWLGLightwave Logic, Inc. | COM | 10,000 | $4.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 21,993 | $5.26 萬 | <0.1% | −4,127−15.8% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $5.51 萬 | <0.1% | +11,250 | 新進 | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 21,185 | $5.93 萬 | <0.1% | +823+4.0% | 加碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 15,730 | $6.51 萬 | <0.1% | −194−1.2% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 15,215 | $12.0 萬 | <0.1% | +3,557+30.5% | 加碼 | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 12,424 | $13.6 萬 | <0.1% | +12,424 | 新進 | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 16,143 | $13.6 萬 | <0.1% | +2,093+14.9% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 11,589 | $14.1 萬 | <0.1% | −2,472−17.6% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 15,669 | $15.2 萬 | <0.1% | +15,669 | 新進 | 歷史 |
| HLNHaleon plc | ADR | 20,600 | $17.0 萬 | <0.1% | +3,115+17.8% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 24,818 | $19.2 萬 | <0.1% | −787−3.1% | 減碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 20,602 | $19.4 萬 | <0.1% | −600−2.8% | 減碼 | 歷史 |
| FFIVF5, Inc. | Stock | 1,118 | $20.0 萬 | <0.1% | +1,118 | 新進 | 歷史 |
| MTCHMatch Group, Inc. | COM | 5,492 | $20.0 萬 | <0.1% | +5,492 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,410 | $20.1 萬 | <0.1% | +2,410 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 1,993 | $20.1 萬 | <0.1% | +1,993 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 4,199 | $20.2 萬 | <0.1% | +4,199 | 新進 | 歷史 |
| NINisource Inc. | COM | 7,693 | $20.4 萬 | <0.1% | +7,693 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,465 | $20.6 萬 | <0.1% | −7,947−64.0% | 減碼 | – |
| ARVNArvinas, Inc. | COM | 5,000 | $20.6 萬 | <0.1% | +5,000 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 402 | $20.7 萬 | <0.1% | +402 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 178 | $20.7 萬 | <0.1% | +178 | 新進 | 歷史 |
| DYDycom Industries Inc | COM | 1,801 | $20.7 萬 | <0.1% | +1,801 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 1,559 | $20.8 萬 | <0.1% | −840−35.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,915 | $20.8 萬 | <0.1% | +1,915 | 新進 | – |
| FIXComfort Systems USA Inc | COM | 1,009 | $20.8 萬 | <0.1% | +1,009 | 新進 | 歷史 |
| ABMAbm Industries Inc | COM | 4,642 | $20.8 萬 | <0.1% | −854−15.5% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,935 | $20.8 萬 | <0.1% | +28+1.5% | 加碼 | 歷史 |
| WUWestern Union CO | Stock | 17,535 | $20.9 萬 | <0.1% | −298−1.7% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,389 | $21.0 萬 | <0.1% | +4,389 | 新進 | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,940 | $21.0 萬 | <0.1% | +1,940 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 6,167 | $21.1 萬 | <0.1% | +127+2.1% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 5,704 | $21.1 萬 | <0.1% | +5,704 | 新進 | – |
| CPAYCorpay, Inc. | COM | 754 | $21.3 萬 | <0.1% | −44−5.5% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 2,162 | $21.4 萬 | <0.1% | +56+2.7% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 442 | $21.4 萬 | <0.1% | +442 | 新進 | – |
| UNFUnifirst Corp | COM | 1,176 | $21.5 萬 | <0.1% | +1,176 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,929 | $21.5 萬 | <0.1% | +2,929 | 新進 | – |
| DDOGDatadog, Inc. | CL A COM | 1,785 | $21.7 萬 | <0.1% | +1,785 | 新進 | 歷史 |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 5,235 | $21.7 萬 | <0.1% | +5,235 | 新進 | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 2,281 | $21.7 萬 | <0.1% | −73−3.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 492 | $21.7 萬 | <0.1% | +492 | 新進 | 歷史 |
| MUSAMurphy USA Inc. | COM | 611 | $21.8 萬 | <0.1% | −112−15.5% | 減碼 | 歷史 |
| JWNNordstrom Inc | Stock | 11,882 | $21.9 萬 | <0.1% | +636+5.7% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 4,410 | $22.0 萬 | <0.1% | +4,410 | 新進 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,412 | $22.0 萬 | <0.1% | +2,412 | 新進 | – |
| DTEDte Energy Co | COM | 2,000 | $22.1 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,147 | $22.2 萬 | <0.1% | +3,147 | 新進 | 歷史 |
| ProShares Tr74348A608 | SHT 7-10 YR TR | 7,860 | $22.5 萬 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 477 | $22.5 萬 | <0.1% | −889−65.1% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 4,518 | $22.5 萬 | <0.1% | +4,518 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 279 | $22.5 萬 | <0.1% | +279 | 新進 | 歷史 |
| SEESealed Air Corp | COM | 6,172 | $22.5 萬 | <0.1% | +6,172 | 新進 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,387 | $22.7 萬 | <0.1% | −120−4.8% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,385 | $22.8 萬 | <0.1% | +1,385 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,934 | $22.8 萬 | <0.1% | −930−24.1% | 減碼 | – |
| KLACKLA Corp | COM NEW | 392 | $22.8 萬 | <0.1% | +392 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 634 | $22.9 萬 | <0.1% | +634 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,642 | $23.0 萬 | <0.1% | −160−8.9% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 891 | $23.1 萬 | <0.1% | +891 | 新進 | 歷史 |
| EXASExact Sciences Corp | COM | 3,155 | $23.3 萬 | <0.1% | +3,155 | 新進 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,215 | $23.4 萬 | <0.1% | +4,215 | 新進 | – |
| RSGRepublic Services, Inc. | COM | 1,416 | $23.4 萬 | <0.1% | +1,416 | 新進 | 歷史 |
| CMICummins Inc | Stock | 977 | $23.4 萬 | <0.1% | +977 | 新進 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,553 | $23.4 萬 | <0.1% | +34+0.5% | 加碼 | – |
| UMHUmh Properties, Inc. | COM | 15,307 | $23.5 萬 | <0.1% | +231+1.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 5,171 | $23.7 萬 | <0.1% | +5,171 | 新進 | – |
| CPKChesapeake Utilities Corp | COM | 2,245 | $23.7 萬 | <0.1% | +14+0.6% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 534 | $23.8 萬 | <0.1% | +534 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,946 | $23.9 萬 | <0.1% | −4,976−62.8% | 減碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 9,045 | $24.0 萬 | <0.1% | −134−1.5% | 減碼 | – |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 3,284 | $24.1 萬 | <0.1% | −135−3.9% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 200 | $24.1 萬 | <0.1% | −5−2.4% | 減碼 | – |
| PCARPaccar Inc | COM | 2,473 | $24.2 萬 | <0.1% | −395−13.8% | 減碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,042 | $24.3 萬 | <0.1% | +1,042 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 15,316 | $24.5 萬 | <0.1% | −208−1.3% | 減碼 | 歷史 |
| KRKroger Co | Stock | 5,356 | $24.5 萬 | <0.1% | −1,586−22.8% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,376 | $24.6 萬 | <0.1% | +1,376 | 新進 | 歷史 |
| MFCManulife Financial Corp | COM | 11,126 | $24.6 萬 | <0.1% | +419+3.9% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 8,631 | $24.6 萬 | <0.1% | −2,000−18.8% | 減碼 | – |
| CSGPCostar Group, Inc. | COM | 2,818 | $24.6 萬 | <0.1% | −14−0.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 1,439 | $24.8 萬 | <0.1% | +1,439 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,292 | $24.9 萬 | <0.1% | +201+18.4% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,328 | $24.9 萬 | <0.1% | +4,328 | 新進 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 14,238 | $25.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 1,394 | $25.0 萬 | <0.1% | −12−0.9% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,217 | $25.1 萬 | <0.1% | −24−1.9% | 減碼 | 歷史 |
| KFRCKforce Inc | COM | 3,713 | $25.1 萬 | <0.1% | +56+1.5% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,071 | $25.2 萬 | <0.1% | −1,123−35.2% | 減碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,909 | $25.3 萬 | <0.1% | −60,448−93.9% | 減碼 | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 3,150 | $25.3 萬 | <0.1% | −1,569−33.2% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,001 | $25.4 萬 | <0.1% | +2,001 | 新進 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 14,929 | $25.7 萬 | <0.1% | −564−3.6% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 937 | $25.7 萬 | <0.1% | −435−31.7% | 減碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 4,705 | $25.7 萬 | <0.1% | +69+1.5% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 1,681 | $25.9 萬 | <0.1% | +58+3.6% | 加碼 | 歷史 |
2023 年第 3 季之後清倉（42 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 109,203 | $465.0 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 18,017 | $105.9 萬 | 0.2% | – |
| iShares Tips Bond ETF464287176 | ETF | 8,541 | $88.6 萬 | 0.2% | – |
| STXSeagate Technology Holdings plc | ORD SHS | 12,597 | $83.1 萬 | 0.2% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 13,746 | $76.0 萬 | 0.2% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 3,151 | $72.3 萬 | 0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 10,408 | $70.6 萬 | 0.1% | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,689 | $65.8 萬 | 0.1% | – |
| CECelanese Corp | Stock | 4,789 | $60.1 萬 | 0.1% | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 18,696 | $57.3 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 19,806 | $54.3 萬 | 0.1% | – |
| HPQHP Inc | Stock | 20,375 | $52.4 萬 | 0.1% | 歷史 |
| MTDMettler Toledo International Inc | COM | 472 | $52.3 萬 | 0.1% | 歷史 |
| WHRWhirlpool Corp | Stock | 3,908 | $52.3 萬 | 0.1% | 歷史 |
| HUMHumana Inc | Stock | 1,014 | $49.3 萬 | 0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 3,586 | $49.2 萬 | 0.1% | 歷史 |
| WRKWestRock Co | COM | 12,975 | $46.5 萬 | 0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 5,413 | $45.2 萬 | 0.1% | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 5,922 | $42.7 萬 | 0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,054 | $41.0 萬 | 0.1% | 歷史 |
| FEFirstenergy Corp | COM | 10,425 | $35.6 萬 | 0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 3,260 | $35.4 萬 | 0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,270 | $31.9 萬 | 0.1% | 歷史 |
| CMSCMS Energy Corp | COM | 5,609 | $29.8 萬 | 0.1% | 歷史 |
| ENBEnbridge Inc | Stock | 8,821 | $29.3 萬 | 0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,724 | $27.9 萬 | 0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 4,837 | $27.1 萬 | 0.1% | 歷史 |
| HSYHershey Co | COM | 1,290 | $25.8 萬 | 0.1% | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 2,098 | $25.2 萬 | <0.1% | – |
| AZOAutoZone Inc | COM | 92 | $23.4 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 856 | $23.3 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,975 | $23.2 萬 | <0.1% | 歷史 |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 5,246 | $23.2 萬 | <0.1% | – |
| CDWCDW Corp | COM | 1,124 | $22.7 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 551 | $22.5 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 6,645 | $22.4 萬 | <0.1% | – |
| iShares Tr464287861 | EUROPE ETF | 4,657 | $22.2 萬 | <0.1% | – |
| SYKStryker Corp | Stock | 777 | $21.2 萬 | <0.1% | 歷史 |
| HEIHeico Corp | COM | 1,284 | $20.8 萬 | <0.1% | 歷史 |
| CABOCable One, Inc. | COM | 336 | $20.7 萬 | <0.1% | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 11,176 | $16.5 萬 | <0.1% | 歷史 |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 12,944 | $12.9 萬 | <0.1% | – |