Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 541
- 較 2023 年第 4 季 +30
- 總值
- $6.41 億
- 較 2023 年第 4 季 +$6,325 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AKAMAkamai Technologies Inc | COM | 2,384 | $25.9 萬 | <0.1% | +2,384 | 新進 | 歷史 |
| KFRCKforce Inc | COM | 3,694 | $26.1 萬 | <0.1% | −19−0.5% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 894 | $26.1 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| SNDRSchneider National, Inc. | CL B | 11,535 | $26.1 萬 | <0.1% | +11,535 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,622 | $26.2 萬 | <0.1% | +173+11.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 73 | $26.5 萬 | <0.1% | −1−1.4% | 減碼 | 歷史 |
| JWNNordstrom Inc | Stock | 13,121 | $26.6 萬 | <0.1% | +1,239+10.4% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,964 | $26.7 萬 | <0.1% | +1,797+29.1% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 3,131 | $26.7 萬 | <0.1% | −194−5.8% | 減碼依 5 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,173 | $26.8 萬 | <0.1% | +1,173 | 新進 | – |
| CAGConagra Brands Inc. | Stock | 9,048 | $26.8 萬 | <0.1% | +9,048 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,500 | $26.9 萬 | <0.1% | +585+30.5% | 加碼 | – |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,120 | $26.9 萬 | <0.1% | +8+0.2% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 216 | $27.0 萬 | <0.1% | +38+21.3% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 3,962 | $27.0 萬 | <0.1% | +3,962 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 19,360 | $27.1 萬 | <0.1% | +1,825+10.4% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,909 | $27.3 萬 | <0.1% | 00.0% | 不變 | – |
| POWIPower Integrations Inc | COM | 3,824 | $27.4 萬 | <0.1% | +596+18.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 3,239 | $27.4 萬 | <0.1% | −179−5.2% | 減碼 | 歷史 |
| LSTRLandstar System Inc | COM | 1,426 | $27.5 萬 | <0.1% | −7−0.5% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,476 | $27.6 萬 | <0.1% | +1,476 | 新進 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 665 | $27.8 萬 | <0.1% | −324−32.8% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,880 | $27.8 萬 | <0.1% | +62+2.2% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 11,156 | $27.9 萬 | <0.1% | +30+0.3% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,438 | $28.1 萬 | <0.1% | −761−18.1% | 減碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 14,238 | $28.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSTKShutterstock, Inc. | COM | 6,152 | $28.2 萬 | <0.1% | +275+4.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 404 | $28.3 萬 | <0.1% | +12+3.1% | 加碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 8,919 | $28.4 萬 | <0.1% | +288+3.3% | 加碼 | – |
| KWRQuaker Chemical Corp | COM | 1,383 | $28.4 萬 | <0.1% | +14+1.0% | 加碼 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 3,281 | $28.5 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 3,061 | $28.5 萬 | <0.1% | +89+3.0% | 加碼 | – |
| DECKDeckers Outdoor Corp | COM | 304 | $28.6 萬 | <0.1% | +304 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,173 | $28.7 萬 | <0.1% | +102+4.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,137 | $28.8 萬 | <0.1% | −6−0.5% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,186 | $28.8 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,186 | $28.9 萬 | <0.1% | +107+3.5% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 33,315 | $29.1 萬 | <0.1% | +8,189+32.6% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 522 | $29.3 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 4,780 | $29.7 萬 | <0.1% | +4,780 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,274 | $29.9 萬 | <0.1% | −10.0% | 減碼 | – |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 15,097 | $29.9 萬 | <0.1% | +168+1.1% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,345 | $29.9 萬 | <0.1% | +4,345 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 1,033 | $29.9 萬 | <0.1% | −103−9.1% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,833 | $30.0 萬 | <0.1% | +27+1.0% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 1,699 | $30.1 萬 | <0.1% | +18+1.1% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 4,993 | $30.1 萬 | <0.1% | −62−1.2% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 2,070 | $30.2 萬 | <0.1% | +69+3.4% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,476 | $30.2 萬 | <0.1% | +541+28.0% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,309 | $30.3 萬 | <0.1% | +17+1.3% | 加碼 | 歷史 |
| NSPInsperity, Inc. | COM | 2,779 | $30.5 萬 | <0.1% | −627−18.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,543 | $30.5 萬 | <0.1% | +24+1.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,270 | $30.6 萬 | <0.1% | 00.0% | 不變 | – |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 8,541 | $30.8 萬 | <0.1% | +80+0.9% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 4,663 | $30.9 萬 | <0.1% | +129+2.8% | 加碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 4,858 | $31.1 萬 | <0.1% | +4,858 | 新進 | – |
| IFFInternational Flavors & Fragrances Inc | COM | 3,644 | $31.3 萬 | <0.1% | +206+6.0% | 加碼 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 19,014 | $31.4 萬 | <0.1% | +1,153+6.5% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,163 | $31.4 萬 | <0.1% | +238+12.4% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 899 | $31.5 萬 | <0.1% | +899 | 新進 | 歷史 |
| UFPIUfp Industries Inc | COM | 2,565 | $31.6 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 7,488 | $31.8 萬 | <0.1% | +7,488 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,880 | $31.9 萬 | <0.1% | +552+12.8% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 1,191 | $31.9 萬 | <0.1% | +59+5.2% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 956 | $31.9 萬 | <0.1% | −12−1.2% | 減碼 | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 7,198 | $32.0 萬 | <0.1% | +632+9.6% | 加碼 | – |
| CMICummins Inc | Stock | 1,088 | $32.1 萬 | 0.1% | +111+11.4% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 1,010 | $32.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 5,029 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| ALGNAlign Technology Inc | COM | 1,000 | $32.8 萬 | 0.1% | +63+6.7% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 2,661 | $33.0 萬 | 0.1% | +188+7.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,549 | $33.0 萬 | 0.1% | +155+11.1% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,335 | $33.0 萬 | 0.1% | −117−8.1% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 2,783 | $33.1 萬 | 0.1% | −55−1.9% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,035 | $33.2 萬 | 0.1% | −33−3.1% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 644 | $33.4 萬 | 0.1% | +167+35.0% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,263 | $33.7 萬 | 0.1% | +315+5.3% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,000 | $33.7 萬 | 0.1% | −382−16.0% | 減碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,714 | $33.7 萬 | 0.1% | +8+0.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,128 | $33.9 萬 | 0.1% | +38+3.5% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 66,731 | $33.9 萬 | 0.1% | +428+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,303 | $34.0 萬 | 0.1% | +1,303 | 新進 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 5,618 | $34.1 萬 | 0.1% | +205+3.8% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 880 | $34.4 萬 | 0.1% | +9+1.0% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,892 | $34.8 萬 | 0.1% | +516+37.5% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 14,220 | $34.9 萬 | 0.1% | +24+0.2% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 7,889 | $35.1 萬 | 0.1% | +7,889 | 新進 | 歷史 |
| CRAICra International, Inc. | COM | 2,353 | $35.2 萬 | 0.1% | +191+8.8% | 加碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 4,667 | $35.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,662 | $35.4 萬 | 0.1% | +29+1.1% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 8,373 | $35.8 萬 | 0.1% | −22−0.3% | 減碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 5,394 | $35.8 萬 | 0.1% | +17+0.3% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 3,495 | $36.0 萬 | 0.1% | −461−11.7% | 減碼 | 歷史 |
| KKellanova | Stock | 6,335 | $36.3 萬 | 0.1% | +1,128+21.7% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 125 | $36.3 萬 | 0.1% | −4−3.1% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 5,504 | $36.5 萬 | 0.1% | −70−1.3% | 減碼 | 歷史 |
| HXLHexcel Corp | COM | 5,017 | $36.6 萬 | 0.1% | +5,017 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,281 | $36.9 萬 | 0.1% | −1,064−19.9% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 14,623 | $36.9 萬 | 0.1% | −676−4.4% | 減碼 | – |
| CNSCohen & Steers, Inc. | COM | 4,801 | $36.9 萬 | 0.1% | −328−6.4% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（38 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 517,873 | $1,728 萬 | 3.0% | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 412,922 | $1,062 萬 | 1.8% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 383,493 | $1,039 萬 | 1.8% | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 272,248 | $979.4 萬 | 1.7% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 111,158 | $612.5 萬 | 1.1% | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 176,718 | $417.6 萬 | 0.7% | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 30,118 | $324.1 萬 | 0.6% | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 15,026 | $156.9 萬 | 0.3% | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 25,965 | $91.1 萬 | 0.2% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 5,043 | $69.1 萬 | 0.1% | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 12,366 | $47.3 萬 | 0.1% | – |
| Innovator ETFs Tr45783Y426 | INTERNATIONAL DE | 17,558 | $45.4 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,825 | $44.6 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,858 | $42.7 萬 | 0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,286 | $42.6 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 14,684 | $40.4 萬 | 0.1% | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 7,207 | $40.1 萬 | 0.1% | – |
| FLEXFlex Ltd. | Stock | 11,787 | $35.9 萬 | 0.1% | 歷史 |
| SNASnap-on Inc | COM | 1,241 | $35.9 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 12,932 | $35.1 萬 | 0.1% | – |
| ORLYO Reilly Automotive Inc | Stock | 365 | $34.7 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,811 | $32.7 萬 | 0.1% | – |
| ESIElement Solutions Inc | COM | 14,029 | $32.5 萬 | 0.1% | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 5,198 | $31.4 萬 | 0.1% | – |
| AFLAflac Inc | Stock | 3,317 | $27.4 萬 | <0.1% | 歷史 |
| KRKroger Co | Stock | 5,356 | $24.5 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 5,171 | $23.7 萬 | <0.1% | – |
| ALLAllstate Corp | Stock | 1,642 | $23.0 萬 | <0.1% | 歷史 |
| VTRVentas, Inc. | REIT | 4,518 | $22.5 萬 | <0.1% | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,412 | $22.0 萬 | <0.1% | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 2,281 | $21.7 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,785 | $21.7 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,929 | $21.5 萬 | <0.1% | – |
| ABMAbm Industries Inc | COM | 4,642 | $20.8 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,559 | $20.8 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 11,589 | $14.1 萬 | <0.1% | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 50,888 | $3.51 萬 | <0.1% | 歷史 |
| STEXStreamex Corp. | COM NEW | 13,955 | $6,629 | <0.1% | 歷史 |