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 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 58,906 | $822.9 萬 | 1.4% | +2,592+4.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 19,534 | $853.3 萬 | 1.5% | +1,650+9.2% | 加碼 | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 272,248 | $979.4 萬 | 1.7% | −1,647−0.6% | 減碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 383,493 | $1,039 萬 | 1.8% | −2,616−0.7% | 減碼 | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 412,922 | $1,062 萬 | 1.8% | −5,144−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 70,804 | $1,076 萬 | 1.9% | +60+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,484 | $1,146 萬 | 2.0% | +2,917+10.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 85,934 | $1,654 萬 | 2.9% | +4,341+5.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 517,873 | $1,728 萬 | 3.0% | −2,828−0.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 105,478 | $2,117 萬 | 3.7% | +4,819+4.8% | 加碼 | – |
| CBChubb Ltd | Stock | 169,877 | $3,839 萬 | 6.6% | −1,299−0.8% | 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% | – |