Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 531
- 較 2024 年第 1 季 −10
- 總值
- $6.51 億
- 較 2024 年第 1 季 +$994.1 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 13,464 | $63.0 萬 | 0.1% | 00.0% | 不變 | – |
| CORCencora, Inc. | Stock | 2,787 | $62.8 萬 | 0.1% | −28−1.0% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 11,617 | $62.7 萬 | 0.1% | −286−2.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 21,586 | $62.6 萬 | 0.1% | +24+0.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,078 | $62.2 萬 | 0.1% | +3,726+158.4% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 3,103 | $62.2 萬 | 0.1% | +289+10.3% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 7,040 | $62.0 萬 | 0.1% | +349+5.2% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,377 | $62.0 萬 | 0.1% | −136−2.1% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 29,055 | $60.9 萬 | 0.1% | +29,055 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 762 | $60.0 萬 | 0.1% | −115−13.1% | 減碼 | 歷史 |
| HESHess Corp | Stock | 4,065 | $60.0 萬 | 0.1% | +1,351+49.8% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 6,246 | $59.7 萬 | 0.1% | −37−0.6% | 減碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 8,365 | $59.5 萬 | 0.1% | +8,365 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 6,493 | $59.4 萬 | 0.1% | +317+5.1% | 加碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 6,057 | $59.3 萬 | 0.1% | −379−5.9% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 8,922 | $59.2 萬 | 0.1% | −1,188−11.8% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,718 | $58.8 萬 | 0.1% | −31−0.8% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 16,481 | $58.7 萬 | 0.1% | −1,153−6.5% | 減碼依 2 比 1 拆股換算 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 7,277 | $58.6 萬 | 0.1% | +604+9.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,308 | $58.2 萬 | 0.1% | −52−3.8% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,340 | $57.9 萬 | 0.1% | −4,000−63.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,536 | $57.9 萬 | 0.1% | −56−2.2% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 4,327 | $57.7 萬 | 0.1% | +700+19.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,613 | $57.4 萬 | 0.1% | −1,657−17.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,713 | $57.3 萬 | 0.1% | +51+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,289 | $57.1 萬 | 0.1% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 9,530 | $57.1 萬 | 0.1% | +249+2.7% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 15,408 | $57.0 萬 | 0.1% | +15,408 | 新進 | – |
| INTCIntel Corp | Stock | 18,226 | $56.4 萬 | 0.1% | +746+4.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,620 | $56.3 萬 | 0.1% | −84−2.3% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,507 | $55.7 萬 | 0.1% | −230−4.9% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 528 | $55.5 萬 | 0.1% | +18+3.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,310 | $55.0 萬 | 0.1% | +406+21.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 9,644 | $54.7 萬 | 0.1% | −506−5.0% | 減碼 | – |
| DFSDiscover Financial Services | COM | 4,141 | $54.2 萬 | 0.1% | −284−6.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,727 | $54.2 萬 | 0.1% | −142−7.6% | 減碼 | 歷史 |
| BPBP PLC | ADR | 14,856 | $53.6 萬 | 0.1% | +435+3.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,363 | $53.2 萬 | 0.1% | −164−3.0% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 6,170 | $52.9 萬 | 0.1% | −536−8.0% | 減碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 3,416 | $52.6 萬 | 0.1% | −91−2.6% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 11,105 | $52.1 萬 | 0.1% | +11,105 | 新進 | – |
| MMM3M Co | Stock | 5,077 | $51.9 萬 | 0.1% | +741+17.1% | 加碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 70,000 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,708 | $51.8 萬 | 0.1% | −298−6.0% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 11,497 | $50.1 萬 | 0.1% | +126+1.1% | 加碼 | – |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 46,345 | $50.1 萬 | 0.1% | +844+1.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,300 | $49.8 萬 | 0.1% | +265+25.6% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 913 | $49.5 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,149 | $49.3 萬 | 0.1% | +306+8.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,230 | $49.1 萬 | 0.1% | +11+0.1% | 加碼 | – |
| TNLTravel & Leisure Co. | COM | 10,647 | $47.9 萬 | 0.1% | −182−1.7% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 3,448 | $47.7 萬 | 0.1% | +191+5.9% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 5,614 | $47.7 萬 | 0.1% | −54−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 9,791 | $47.3 萬 | 0.1% | −241−2.4% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,022 | $47.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,715 | $46.8 萬 | 0.1% | −396−9.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,560 | $46.5 萬 | 0.1% | −9,170−58.3% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 3,747 | $46.3 萬 | 0.1% | −135−3.5% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 5,185 | $46.2 萬 | 0.1% | +5,185 | 新進 | 歷史 |
| SXIStandex International Corp | COM | 2,853 | $46.0 萬 | 0.1% | −217−7.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,316 | $45.9 萬 | 0.1% | +242+4.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,296 | $45.9 萬 | 0.1% | +4,296 | 新進 | – |
| BBYBest Buy Co Inc | Stock | 5,441 | $45.9 萬 | 0.1% | −1,755−24.4% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,550 | $45.9 萬 | 0.1% | +1,648+86.6% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 5,116 | $45.8 萬 | 0.1% | +107+2.1% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 7,529 | $45.6 萬 | 0.1% | −45−0.6% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,415 | $45.5 萬 | 0.1% | +43+3.1% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,713 | $45.3 萬 | 0.1% | +378+28.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,356 | $45.2 萬 | 0.1% | +12+0.9% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,031 | $44.9 萬 | 0.1% | −98−8.7% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 4,848 | $44.8 萬 | 0.1% | −149−3.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,864 | $44.5 萬 | 0.1% | −127−6.4% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 6,052 | $44.4 萬 | 0.1% | −399−6.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,572 | $44.3 萬 | 0.1% | +1,259+19.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,723 | $44.2 萬 | 0.1% | +92+3.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,215 | $44.0 萬 | 0.1% | −51−1.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,115 | $43.9 萬 | 0.1% | −51−2.4% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,692 | $43.9 萬 | 0.1% | −8−0.5% | 減碼 | 歷史 |
| SHELShell plc | ADR | 6,038 | $43.6 萬 | 0.1% | +429+7.6% | 加碼 | 歷史 |
| FOXAFox Corp | CL A COM | 12,644 | $43.5 萬 | 0.1% | −776−5.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 11,425 | $43.3 萬 | 0.1% | −2,740−19.3% | 減碼 | – |
| CMECME Group Inc. | COM | 2,192 | $43.1 萬 | 0.1% | +169+8.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,477 | $43.1 萬 | 0.1% | +529+17.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,520 | $43.0 萬 | 0.1% | −1,017−15.6% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 13,313 | $42.9 萬 | 0.1% | −900−6.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,543 | $42.8 萬 | 0.1% | −274−4.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,892 | $42.8 萬 | 0.1% | −126−6.2% | 減碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 2,538 | $42.6 萬 | 0.1% | −381−13.1% | 減碼 | 歷史 |
| AESAES Corp | Stock | 24,025 | $42.2 萬 | 0.1% | +24,025 | 新進 | 歷史 |
| WINGWingstop Inc. | COM | 987 | $41.7 萬 | 0.1% | −310−23.9% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,857 | $41.7 萬 | 0.1% | +17+0.9% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 11,679 | $41.6 萬 | 0.1% | +11,679 | 新進 | 歷史 |
| SBACSba Communications Corp | CL A | 2,110 | $41.4 萬 | 0.1% | −90−4.1% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 7,203 | $41.2 萬 | 0.1% | −467−6.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,599 | $40.4 萬 | 0.1% | −19−0.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,082 | $40.4 萬 | 0.1% | +10+0.9% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,469 | $40.3 萬 | 0.1% | +423+40.4% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 10,469 | $40.3 萬 | 0.1% | −48−0.5% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 1,056 | $40.3 萬 | 0.1% | −236−18.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,552 | $40.3 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（73 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 516,789 | $1,902 萬 | 3.0% | – |
| Innovator ETFs Trust45783Y343 | INNOVATOR INTL D | 441,948 | $1,138 萬 | 1.8% | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 262,866 | $1,095 萬 | 1.7% | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 303,415 | $1,073 萬 | 1.7% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 145,554 | $634.3 萬 | 1.0% | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 50,433 | $481.6 萬 | 0.8% | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 148,422 | $429.5 萬 | 0.7% | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 119,431 | $376.0 萬 | 0.6% | – |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 38,480 | $216.2 萬 | 0.3% | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 31,548 | $142.6 萬 | 0.2% | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 13,723 | $130.2 萬 | 0.2% | – |
| ProShares Tr74347G606 | S&P TECH DIVIDEN | 10,644 | $76.6 萬 | 0.1% | – |
| TRIThomson Reuters Corp | COM NO PAR | 4,456 | $69.4 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,048 | $57.2 萬 | 0.1% | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 5,745 | $47.9 萬 | 0.1% | – |
| ALKSAlkermes plc. | SHS | 16,091 | $43.6 萬 | 0.1% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 413 | $42.1 萬 | 0.1% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 2,363 | $39.9 萬 | 0.1% | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 2,980 | $38.8 萬 | 0.1% | 歷史 |
| OZKBank OZK | COM | 8,503 | $38.7 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 125 | $36.3 萬 | 0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 880 | $34.4 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,000 | $32.8 萬 | 0.1% | 歷史 |
| FIXComfort Systems USA Inc | COM | 1,010 | $32.1 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 1,088 | $32.1 萬 | 0.1% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 899 | $31.5 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,833 | $30.0 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,137 | $28.8 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 216 | $27.0 萬 | <0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 7,964 | $26.7 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,622 | $26.2 萬 | <0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,384 | $25.9 萬 | <0.1% | 歷史 |
| PZZAPapa Johns International Inc | Stock | 3,821 | $25.4 萬 | <0.1% | 歷史 |
| CAHCardinal Health Inc | Stock | 2,235 | $25.0 萬 | <0.1% | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 921 | $25.0 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 4,504 | $24.7 萬 | <0.1% | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 6,285 | $24.6 萬 | <0.1% | – |
| TXTTextron Inc | COM | 2,529 | $24.3 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 293 | $24.2 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,777 | $24.2 萬 | <0.1% | – |
| ILMNIllumina, Inc. | COM | 1,760 | $24.2 萬 | <0.1% | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 915 | $23.7 萬 | <0.1% | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 573 | $23.5 萬 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 6,286 | $23.4 萬 | <0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 4,980 | $23.2 萬 | <0.1% | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 8,170 | $23.1 萬 | <0.1% | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 141 | $23.1 萬 | <0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,114 | $22.8 萬 | <0.1% | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 7,261 | $22.3 萬 | <0.1% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,978 | $22.3 萬 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 828 | $22.0 萬 | <0.1% | – |
| MTCHMatch Group, Inc. | COM | 6,018 | $21.8 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,304 | $21.7 萬 | <0.1% | – |
| iShares Tr464288851 | US OIL GS EX ETF | 2,000 | $21.4 萬 | <0.1% | – |
| LWLamb Weston Holdings, Inc. | Stock | 2,007 | $21.4 萬 | <0.1% | 歷史 |
| AIZAssurant, Inc. | Stock | 1,121 | $21.1 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 729 | $21.0 萬 | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,599 | $21.0 萬 | <0.1% | – |
| DEODiageo PLC | SPON ADR NEW | 1,402 | $20.9 萬 | <0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 1,100 | $20.9 萬 | <0.1% | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 3,738 | $20.8 萬 | <0.1% | – |
| DRIDarden Restaurants Inc | COM | 1,243 | $20.8 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 3,004 | $20.7 萬 | <0.1% | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,600 | $20.7 萬 | <0.1% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 721 | $20.7 萬 | <0.1% | – |
| ARVNArvinas, Inc. | COM | 5,000 | $20.6 萬 | <0.1% | 歷史 |
| OSKOshkosh Corp | COM | 1,651 | $20.6 萬 | <0.1% | 歷史 |
| LKQLKQ Corp | COM | 3,849 | $20.6 萬 | <0.1% | 歷史 |
| UNFUnifirst Corp | COM | 1,183 | $20.5 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 799 | $20.2 萬 | <0.1% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,108 | $20.1 萬 | <0.1% | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 12,354 | $12.4 萬 | <0.1% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 10,000 | $6.32 萬 | <0.1% | 歷史 |