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 |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 4,743 | $53.2 萬 | 0.1% | +61+1.3% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,933 | $53.5 萬 | 0.1% | +571+10.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,144 | $53.6 萬 | 0.1% | −42−3.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,340 | $55.3 萬 | 0.1% | +1,611+28.1% | 加碼 | – |
| BBYBest Buy Co Inc | Stock | 7,132 | $55.8 萬 | 0.1% | +586+9.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,018 | $56.6 萬 | 0.1% | −508−7.8% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,847 | $56.6 萬 | 0.1% | +1,104+23.3% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 21,538 | $56.8 萬 | 0.1% | +24+0.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 11,856 | $56.8 萬 | 0.1% | +611+5.4% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 6,605 | $57.1 萬 | 0.1% | +6,605 | 新進 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,973 | $57.3 萬 | 0.1% | +3,973 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 26,421 | $57.5 萬 | 0.1% | −1,000−3.6% | 減碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 6,443 | $57.9 萬 | 0.1% | +636+11.0% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 8,861 | $58.1 萬 | 0.1% | +8,861 | 新進 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,828 | $58.1 萬 | 0.1% | +3,828 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 11,298 | $58.1 萬 | 0.1% | −108−0.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,716 | $58.6 萬 | 0.1% | −2,852−43.4% | 減碼 | – |
| STZConstellation Brands, Inc. | Stock | 2,427 | $58.7 萬 | 0.1% | +19+0.8% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 6,219 | $59.1 萬 | 0.1% | −852−12.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,710 | $60.1 萬 | 0.1% | −949−20.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 14,076 | $60.9 萬 | 0.1% | +7,438+112.1% | 加碼 | 歷史 |
| iShares Tr464288786 | U.S. INSRNCE ETF | 6,091 | $61.0 萬 | 0.1% | +327+5.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,943 | $61.8 萬 | 0.1% | +173+3.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,567 | $63.1 萬 | 0.1% | +537+8.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,861 | $63.5 萬 | 0.1% | +1,099+23.1% | 加碼 | – |
| Paramount Global92556H206 | CL B | 43,468 | $64.3 萬 | 0.1% | +1,030+2.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 6,904 | $64.4 萬 | 0.1% | −413−5.6% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,711 | $64.6 萬 | 0.1% | −1,262−25.4% | 減碼 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 4,431 | $64.8 萬 | 0.1% | −19−0.4% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 11,354 | $65.2 萬 | 0.1% | −411−3.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 12,920 | $65.8 萬 | 0.1% | +12,920 | 新進 | – |
| NVRNVR Inc | COM | 96 | $67.2 萬 | 0.1% | −23−19.3% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,454 | $67.2 萬 | 0.1% | +102+4.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 861 | $67.5 萬 | 0.1% | +87+11.2% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,696 | $67.6 萬 | 0.1% | +2,696 | 新進 | – |
| DHRDanaher Corp | Stock | 2,925 | $67.7 萬 | 0.1% | +156+5.6% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,907 | $67.9 萬 | 0.1% | +194+5.2% | 加碼 | – |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 9,768 | $68.0 萬 | 0.1% | +869+9.8% | 加碼 | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 5,043 | $69.1 萬 | 0.1% | +184+3.8% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 860 | $69.9 萬 | 0.1% | +12+1.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,526 | $70.3 萬 | 0.1% | −39−2.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,525 | $70.8 萬 | 0.1% | +465+7.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 6,263 | $71.6 萬 | 0.1% | +35+0.6% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 6,963 | $71.9 萬 | 0.1% | +6,963 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 7,423 | $72.3 萬 | 0.1% | −32−0.4% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 11,892 | $72.7 萬 | 0.1% | +2,411+25.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,866 | $72.9 萬 | 0.1% | −259−12.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,905 | $74.4 萬 | 0.1% | +1,324+15.4% | 加碼 | – |
| CNCCentene Corp | Stock | 10,033 | $74.5 萬 | 0.1% | +2,495+33.1% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 20,345 | $74.9 萬 | 0.1% | +20,345 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 3,599 | $75.5 萬 | 0.1% | −27−0.7% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 29,962 | $76.5 萬 | 0.1% | +15,212+103.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,739 | $78.9 萬 | 0.1% | −197−6.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,459 | $79.4 萬 | 0.1% | +257+8.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 10,973 | $79.6 萬 | 0.1% | +10,973 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 11,685 | $80.4 萬 | 0.1% | +2,291+24.4% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 58,800 | $81.1 萬 | 0.1% | +340+0.6% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 10,248 | $81.5 萬 | 0.1% | +10,248 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 14,518 | $81.5 萬 | 0.1% | +8,887+157.8% | 加碼 | – |
| JNPRJuniper Networks Inc | COM | 27,699 | $81.7 萬 | 0.1% | +27,699 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 6,475 | $82.6 萬 | 0.1% | +1,219+23.2% | 加碼 | 歷史 |
| ITGartner Inc | COM | 1,842 | $83.1 萬 | 0.1% | −116−5.9% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,502 | $84.5 萬 | 0.1% | +853+15.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,343 | $85.2 萬 | 0.1% | −92−1.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,368 | $85.4 萬 | 0.1% | −212−2.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,342 | $85.7 萬 | 0.1% | −66−1.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,835 | $86.0 萬 | 0.1% | +471+19.9% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 5,790 | $86.4 萬 | 0.1% | +345+6.3% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 10,131 | $86.7 萬 | 0.2% | +10,131 | 新進 | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 11,014 | $87.0 萬 | 0.2% | −16,598−60.1% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,639 | $87.1 萬 | 0.2% | −10,996−59.0% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,809 | $87.5 萬 | 0.2% | +13,809 | 新進 | – |
| SAPSAP SE | ADR | 5,688 | $87.9 萬 | 0.2% | +97+1.7% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 37,280 | $88.9 萬 | 0.2% | −705−1.9% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 23,896 | $89.9 萬 | 0.2% | +23,896 | 新進 | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 25,965 | $91.1 萬 | 0.2% | +25,965 | 新進 | – |
| MCDMcDonalds Corp | Stock | 3,080 | $91.3 萬 | 0.2% | +206+7.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 15,063 | $91.5 萬 | 0.2% | +8,577+132.2% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 17,736 | $91.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 22,972 | $92.0 萬 | 0.2% | +22,972 | 新進 | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,870 | $92.3 萬 | 0.2% | +665+15.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,562 | $92.9 萬 | 0.2% | +326+10.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,850 | $93.4 萬 | 0.2% | −7,284−60.0% | 減碼 | – |
| STESTERIS plc | SHS USD | 4,251 | $93.5 萬 | 0.2% | +180+4.4% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 13,101 | $94.4 萬 | 0.2% | +13,101 | 新進 | – |
| CICigna Group | Stock | 3,198 | $95.8 萬 | 0.2% | +67+2.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,026 | $95.8 萬 | 0.2% | +7,026 | 新進 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 14,285 | $96.2 萬 | 0.2% | −340−2.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,948 | $97.3 萬 | 0.2% | +1,441+32.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,476 | $97.4 萬 | 0.2% | +487+49.2% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 5,052 | $97.5 萬 | 0.2% | −239−4.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 29,068 | $97.9 萬 | 0.2% | −734−2.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,398 | $97.9 萬 | 0.2% | +263+6.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,339 | $98.5 萬 | 0.2% | +4,978+114.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,851 | $99.1 萬 | 0.2% | −33−0.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,597 | $100.2 萬 | 0.2% | +209+8.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 20,388 | $100.4 萬 | 0.2% | +3,658+21.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,913 | $100.4 萬 | 0.2% | +43+0.7% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,653 | $100.8 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 7,453 | $101.5 萬 | 0.2% | −133−1.8% | 減碼 | 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% | – |