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 |
|---|---|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,275 | $25.9 萬 | <0.1% | +3,275 | 新進 | – |
| HCAHCA Healthcare, Inc. | COM | 968 | $26.2 萬 | <0.1% | +968 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 74 | $26.2 萬 | <0.1% | +74 | 新進 | 歷史 |
| XYZBlock, Inc. | CL A | 3,418 | $26.4 萬 | <0.1% | +3,418 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,143 | $26.4 萬 | <0.1% | −44−3.7% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 1,024 | $26.5 萬 | <0.1% | +16+1.6% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 3,228 | $26.5 萬 | <0.1% | +100+3.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,090 | $26.6 萬 | <0.1% | −220−16.8% | 減碼 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 17,861 | $26.8 萬 | <0.1% | +848+5.0% | 加碼 | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 6,566 | $27.0 萬 | <0.1% | +6,566 | 新進 | – |
| iShares Tr464287515 | EXPANDED TECH | 665 | $27.0 萬 | <0.1% | +665 | 新進 | – |
| TELTE Connectivity plc | REG SHS | 1,925 | $27.1 萬 | <0.1% | +51+2.7% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,222 | $27.2 萬 | <0.1% | +497+10.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 2,972 | $27.2 萬 | <0.1% | −399−11.8% | 減碼 | – |
| YUMYum Brands Inc | Stock | 2,085 | $27.3 萬 | <0.1% | +2,085 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,068 | $27.3 萬 | <0.1% | +1,068 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 3,317 | $27.4 萬 | <0.1% | +16+0.5% | 加碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,150 | $27.5 萬 | <0.1% | +221+11.5% | 加碼 | 歷史 |
| LSTRLandstar System Inc | COM | 1,433 | $27.8 萬 | <0.1% | +26+1.8% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,438 | $27.8 萬 | <0.1% | +395+13.0% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 1,132 | $28.0 萬 | <0.1% | +1,132 | 新進 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,079 | $28.0 萬 | <0.1% | +525+20.6% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 5,055 | $28.1 萬 | <0.1% | −83−1.6% | 減碼 | 歷史 |
| SSTKShutterstock, Inc. | COM | 5,877 | $28.4 萬 | <0.1% | +5,877 | 新進 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 6,961 | $28.5 萬 | <0.1% | +6,961 | 新進 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 25,126 | $28.6 萬 | <0.1% | +1,108+4.6% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,136 | $28.7 萬 | <0.1% | +268+30.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,449 | $28.8 萬 | <0.1% | +41+2.9% | 加碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 3,791 | $28.9 萬 | 0.1% | +85+2.3% | 加碼 | 歷史 |
| KKellanova | Stock | 5,207 | $29.1 萬 | 0.1% | +248+5.0% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,369 | $29.2 萬 | 0.1% | +102+8.1% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,629 | $29.3 萬 | 0.1% | +600+29.6% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 520 | $29.4 萬 | 0.1% | +5+1.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 129 | $29.5 萬 | 0.1% | +7+5.7% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 4,534 | $29.5 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 5,093 | $29.6 萬 | 0.1% | −49−1.0% | 減碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 5,029 | $29.8 萬 | 0.1% | +5,029 | 新進 | – |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 8,461 | $29.9 萬 | 0.1% | +663+8.5% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 32,870 | $29.9 萬 | 0.1% | +262+0.8% | 加碼 | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 8,585 | $30.4 萬 | 0.1% | −50−0.6% | 減碼 | – |
| SHOEShoe Station Group Inc | COM | 10,139 | $30.6 萬 | 0.1% | +299+3.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,270 | $30.7 萬 | 0.1% | −871−14.2% | 減碼 | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,112 | $31.3 萬 | 0.1% | +95+2.4% | 加碼 | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 5,198 | $31.4 萬 | 0.1% | +65+1.3% | 加碼 | – |
| IRMIron Mountain Inc | COM | 4,499 | $31.5 萬 | 0.1% | −199−4.2% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 381 | $31.6 萬 | 0.1% | −68−15.1% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 5,574 | $31.6 萬 | 0.1% | +336+6.4% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,185 | $31.7 萬 | 0.1% | +22+1.9% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,956 | $31.8 萬 | 0.1% | −136−3.3% | 減碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 4,666 | $31.9 萬 | 0.1% | +99+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,381 | $32.1 萬 | 0.1% | +1,381 | 新進 | – |
| UFPIUfp Industries Inc | COM | 2,568 | $32.2 萬 | 0.1% | −10−0.4% | 減碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 20,799 | $32.3 萬 | 0.1% | +3,029+17.0% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 7,697 | $32.3 萬 | 0.1% | +899+13.2% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,806 | $32.3 萬 | 0.1% | −267−8.7% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,452 | $32.4 萬 | 0.1% | +1,452 | 新進 | – |
| BAXBaxter International Inc | Stock | 8,395 | $32.5 萬 | 0.1% | +1,171+16.2% | 加碼 | 歷史 |
| ESIElement Solutions Inc | COM | 14,029 | $32.5 萬 | 0.1% | −2,882−17.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,204 | $32.5 萬 | 0.1% | −523−19.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,274 | $32.5 萬 | 0.1% | +1,061+33.0% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,789 | $32.6 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,706 | $32.6 萬 | 0.1% | +17+1.0% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,811 | $32.7 萬 | 0.1% | +2,811 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 1,519 | $32.8 萬 | 0.1% | +14+0.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,393 | $32.8 萬 | 0.1% | +195+16.3% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,838 | $32.9 萬 | 0.1% | +413+17.0% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 984 | $33.0 萬 | 0.1% | +35+3.7% | 加碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 12,186 | $33.3 萬 | 0.1% | +534+4.6% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 20,572 | $33.4 萬 | 0.1% | +1,664+8.8% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 8,444 | $33.5 萬 | 0.1% | +171+2.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,570 | $33.6 萬 | 0.1% | +65+2.6% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 2,476 | $33.7 萬 | 0.1% | +129+5.5% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 1,328 | $33.7 萬 | 0.1% | +83+6.7% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 5,377 | $33.7 萬 | 0.1% | +952+21.5% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 579 | $33.9 萬 | 0.1% | +9+1.6% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 2,046 | $34.2 萬 | 0.1% | +42+2.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,232 | $34.2 萬 | 0.1% | 00.0% | 不變 | – |
| RPMRPM International Inc | COM | 3,090 | $34.5 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,174 | $34.6 萬 | 0.1% | −605−21.8% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,402 | $34.6 萬 | 0.1% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 365 | $34.7 萬 | 0.1% | −85−18.9% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 5,413 | $35.0 萬 | 0.1% | +735+15.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 12,932 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| ENTGEntegris Inc | COM | 2,961 | $35.5 萬 | 0.1% | +635+27.3% | 加碼 | 歷史 |
| CBTCabot Corp | COM | 4,266 | $35.6 萬 | 0.1% | +633+17.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,798 | $35.7 萬 | 0.1% | −765−11.7% | 減碼 | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 6,652 | $35.8 萬 | 0.1% | −400−5.7% | 減碼 | – |
| SNASnap-on Inc | COM | 1,241 | $35.9 萬 | 0.1% | +226+22.3% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 11,787 | $35.9 萬 | 0.1% | +11,787 | 新進 | 歷史 |
| HOMBHome Bancshares Inc | COM | 14,196 | $36.0 萬 | 0.1% | +258+1.9% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,633 | $36.3 萬 | 0.1% | −2,850−52.0% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,038 | $36.4 萬 | 0.1% | +769+23.5% | 加碼 | 歷史 |
| BPBP PLC | ADR | 10,315 | $36.5 萬 | 0.1% | +900+9.6% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 4,998 | $36.6 萬 | 0.1% | −923−15.6% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,948 | $36.8 萬 | 0.1% | −224−3.6% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 10,217 | $36.9 萬 | 0.1% | +245+2.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,871 | $37.1 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 3,841 | $37.2 萬 | 0.1% | −139−3.5% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 10,087 | $37.4 萬 | 0.1% | +263+2.7% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 4,883 | $37.5 萬 | 0.1% | +90+1.9% | 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% | – |