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Livermore
Livermore
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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。

機構總覽
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%)
申報日
2024/8/9
SEC
Personal Cfo Solutions, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
EDConsolidated Edison IncStock3,200$28.6 萬<0.1%+14+0.4%加碼歷史
MFCManulife Financial CorpCOM10,750$28.6 萬<0.1%−406−3.6%減碼歷史
PRGOPERRIGO Co plcSHS11,143$28.6 萬<0.1%−1,733−13.5%減碼歷史
SPGIS&P Global Inc.Stock641$28.6 萬<0.1%+49+8.3%加碼歷史
FTNTFortinet, Inc.Stock4,739$28.6 萬<0.1%−1,146−19.5%減碼歷史
DECKDeckers Outdoor CorpCOM295$28.6 萬<0.1%−9−3.0%減碼歷史
ELEstee Lauder Companies IncCL A2,673$28.4 萬<0.1%−75−2.7%減碼歷史
PCARPaccar IncCOM2,707$27.9 萬<0.1%+46+1.7%加碼歷史
First Tr Exchange-Traded Alp33734Y109COM SHS3,064$27.7 萬<0.1%+3+0.1%加碼–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF4,986$27.7 萬<0.1%+523+11.7%加碼–
NTAPNetApp, Inc.Stock2,145$27.6 萬<0.1%+26+1.2%加碼歷史
LKFNLakeland Financial CorpCOM4,485$27.6 萬<0.1%−178−3.8%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A8,196$27.6 萬<0.1%−345−4.0%減碼歷史
Global X FDS37954Y715RBTCS ARTFL INTE8,920$27.5 萬<0.1%+10.0%加碼–
UFPIUfp Industries IncCOM2,452$27.5 萬<0.1%−113−4.4%減碼歷史
DOVDOVER CorpCOM1,513$27.3 萬<0.1%−186−10.9%減碼歷史
ZBRAZebra Technologies CorpCL A879$27.2 萬<0.1%+879新進歷史
BCBrunswick CorpCOM3,715$27.0 萬<0.1%−146−3.8%減碼歷史
MUMicron Technology IncStock2,049$26.9 萬<0.1%+2,049新進歷史
iShares Tr46435U861CORE DIVID ETF6,080$26.9 萬<0.1%−1,118−15.5%減碼–
CAGConagra Brands Inc.Stock9,457$26.9 萬<0.1%+409+4.5%加碼歷史
CDNSCadence Design Systems IncStock872$26.8 萬<0.1%−661−43.1%減碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF3,909$26.8 萬<0.1%00.0%不變–
DINOHF Sinclair CorpCOM5,013$26.7 萬<0.1%+20+0.4%加碼歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A14,238$26.6 萬<0.1%00.0%不變歷史
WisdomTree Tr97717W604US SMALLCAP DIVD8,490$26.4 萬<0.1%−3,500−29.2%減碼–
iShares Inc46434G764MSCI EMRG CHN4,461$26.4 萬<0.1%+439+10.9%加碼–
APHAmphenol CorpCL A3,876$26.1 萬<0.1%+60+1.6%加碼依 2 比 1 拆股換算歷史
MUSAMurphy USA Inc.COM556$26.1 萬<0.1%−10−1.8%減碼歷史
KHCKraft Heinz CoStock8,016$25.8 萬<0.1%−5,607−41.2%減碼歷史
DVADavita Inc.COM1,858$25.7 萬<0.1%+11+0.6%加碼歷史
POWIPower Integrations IncCOM3,659$25.7 萬<0.1%−165−4.3%減碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS4,880$25.6 萬<0.1%+100+2.1%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF1,295$25.5 萬<0.1%+1,295新進–
MTRNMATERION CorpCOM2,357$25.5 萬<0.1%−715−23.3%減碼歷史
ARK Innovation ETF00214Q104ETF5,797$25.5 萬<0.1%−2,042−26.0%減碼–
EDUNew Oriental Education & Technology Group Inc.SPON ADR3,269$25.4 萬<0.1%−12−0.4%減碼歷史
MSIMotorola Solutions, Inc.Stock657$25.3 萬<0.1%+12+1.9%加碼歷史
VanEck Semiconductor ETF92189F676ETF965$25.2 萬<0.1%+965新進–
DALDelta Air Lines, Inc.COM NEW5,290$25.1 萬<0.1%+5,290新進歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN5,238$24.9 萬<0.1%+5,238新進–
KWRQuaker Chemical CorpCOM1,450$24.6 萬<0.1%+67+4.8%加碼歷史
WMBWilliams Companies, Inc.COM5,786$24.6 萬<0.1%+249+4.5%加碼歷史
WUWestern Union COStock19,890$24.3 萬<0.1%+530+2.7%加碼歷史
BMAMacro Bank Inc.SPON ADR B4,236$24.3 萬<0.1%+9+0.2%加碼歷史
MNSTMonster Beverage CorpCOM4,835$24.2 萬<0.1%+4,835新進歷史
NSPInsperity, Inc.COM2,646$24.1 萬<0.1%−133−4.8%減碼歷史
UMHUmh Properties, Inc.COM14,978$24.0 萬<0.1%−279−1.8%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L200$23.9 萬<0.1%00.0%不變–
VEEVVeeva Systems IncStock1,300$23.8 萬<0.1%−9−0.7%減碼歷史
DBX ETF Tr233051200XTRACK MSCI EAFE5,704$23.6 萬<0.1%00.0%不變–
NINisource Inc.COM8,157$23.5 萬<0.1%+195+2.4%加碼歷史
Vanguard Index FDS922908652EXTEND MKT ETF1,387$23.4 萬<0.1%00.0%不變–
CPKChesapeake Utilities CorpCOM2,189$23.3 萬<0.1%−102−4.5%減碼歷史
ProShares Tr74348A608SHT 7-10 YR TR7,860$23.2 萬<0.1%00.0%不變–
DELLDell Technologies Inc.Stock1,684$23.2 萬<0.1%+1,684新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,136$23.2 萬<0.1%−37−1.7%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS20,276$23.2 萬<0.1%00.0%不變歷史
DMLPDorchester Minerals, L.P.COM UNIT7,500$23.1 萬<0.1%+7,500新進歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR15,910$23.1 萬<0.1%+606+4.0%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,440$23.0 萬<0.1%+1,440新進歷史
ALSNAllison Transmission Holdings IncStock3,019$22.9 萬<0.1%−1,601−34.7%減碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,159$22.8 萬<0.1%−39−3.3%減碼歷史
TFCTruist Financial CorpCOM5,869$22.8 萬<0.1%+5,869新進歷史
Vanguard Morningstar Growth ETF922908736ETF607$22.7 萬<0.1%+17+2.9%加碼–
DTEDte Energy CoCOM2,043$22.7 萬<0.1%−9−0.4%減碼歷史
KLICKulicke & Soffa Industries IncCOM4,577$22.5 萬<0.1%−182−3.8%減碼歷史
CCOICogent Communications Holdings, Inc.COM NEW3,969$22.4 萬<0.1%−151−3.7%減碼歷史
SYKStryker CorpStock658$22.4 萬<0.1%+6+0.9%加碼歷史
PPGPPG Industries IncStock1,778$22.4 萬<0.1%−1,370−43.5%減碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR7,314$22.4 萬<0.1%+7,314新進歷史
LMTLockheed Martin CorpStock475$22.2 萬<0.1%+16+3.5%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,389$22.0 萬<0.1%00.0%不變–
RSGRepublic Services, Inc.COM1,128$21.9 萬<0.1%−167−12.9%減碼歷史
CNXCConcentrix CorpStock3,449$21.8 萬<0.1%+3,449新進歷史
CSGPCostar Group, Inc.COM2,942$21.8 萬<0.1%+62+2.2%加碼歷史
SSTKShutterstock, Inc.COM5,620$21.7 萬<0.1%−532−8.6%減碼歷史
KFRCKforce IncCOM3,499$21.7 萬<0.1%−195−5.3%減碼歷史
HIIHuntington Ingalls Industries, Inc.COM882$21.7 萬<0.1%−12−1.3%減碼歷史
Vanguard Star FDS921909768VG TL INTL STK F3,600$21.7 萬<0.1%+3,600新進–
MPWRMonolithic Power Systems, Inc.COM263$21.6 萬<0.1%+263新進歷史
VTRVentas, Inc.REIT4,203$21.5 萬<0.1%+4,203新進歷史
NXRTNexPoint Residential Trust, Inc.COM5,451$21.5 萬<0.1%+5,451新進歷史
Vanguard Total Bond Market ETF921937835ETF2,983$21.5 萬<0.1%+2,983新進–
EMBJEmbraer S.A.ADR8,308$21.4 萬<0.1%−149−1.8%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST2,229$21.4 萬<0.1%00.0%不變–
PSMTPricesmart IncCOM2,621$21.3 萬<0.1%+2,621新進歷史
STVNStevanato Group S.p.A.ORD SHS11,603$21.3 萬<0.1%−924−7.4%減碼歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH5,151$21.2 萬<0.1%−34−0.7%減碼–
APPAppLovin CorpCOM CL A2,543$21.2 萬<0.1%+2,543新進歷史
NETCloudflare, Inc.CL A COM2,549$21.1 萬<0.1%+65+2.6%加碼歷史
FCXFreeport-McMoran IncStock4,336$21.1 萬<0.1%+4,336新進歷史
XYZBlock, Inc.CL A3,261$21.0 萬<0.1%+22+0.7%加碼歷史
EPAMEPAM Systems, Inc.COM1,116$21.0 萬<0.1%−471−29.7%減碼歷史
OCOwens CorningStock1,206$21.0 萬<0.1%+1,206新進歷史
RGAReinsurance Group of America IncCOM NEW1,018$20.9 萬<0.1%−46−4.3%減碼歷史
DYDycom Industries IncCOM1,238$20.9 萬<0.1%−308−19.9%減碼歷史
VRTVertiv Holdings CoCOM CL A2,404$20.8 萬<0.1%−1,034−30.1%減碼歷史
CPAYCorpay, Inc.COM SHS779$20.8 萬<0.1%+5+0.6%加碼歷史
AGNTAGNT, Inc.COM18,375$20.7 萬<0.1%−2,392−11.5%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。

Personal Cfo Solutions, LLC 在 2024 年第 1 季之後清倉的部位
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 Trust45782C383US EQTY PWR BUF516,789$1,902 萬3.0%–
Innovator ETFs Trust45783Y343INNOVATOR INTL D441,948$1,138 萬1.8%–
Innovator ETFs Trust45782C391US EQTY BUFR MAR262,866$1,095 萬1.7%–
Innovator ETFs Trust45782C474US SML CP PWR B303,415$1,073 萬1.7%–
Innovator ETFs Trust45782C466GRWT100 PWR BF145,554$634.3 萬1.0%–
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET50,433$481.6 萬0.8%歷史
Innovator ETFs Trust45782C516EMRGNG MKT JAN148,422$429.5 萬0.7%–
New York Life Investments Et45409B800MERGE ARBIT ETF119,431$376.0 萬0.6%–
Fidelity Covington Trust316092824LOW VOLITY ETF38,480$216.2 萬0.3%–
J P Morgan Exchange Traded F46641Q845DIVERSFD EQT ETF31,548$142.6 萬0.2%–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH13,723$130.2 萬0.2%–
ProShares Tr74347G606S&P TECH DIVIDEN10,644$76.6 萬0.1%–
TRIThomson Reuters CorpCOM NO PAR4,456$69.4 萬0.1%歷史
iShares Tr46428743220 YR TR BD ETF6,048$57.2 萬0.1%–
ARK Next Generation Technology ETF00214Q401ETF5,745$47.9 萬0.1%–
ALKSAlkermes plc.SHS16,091$43.6 萬0.1%歷史
GWWW.W. Grainger, Inc.Stock413$42.1 萬0.1%歷史
FSLRFirst Solar, Inc.Stock2,363$39.9 萬0.1%歷史
FMXMexican Economic Development IncSPON ADR UNITS2,980$38.8 萬0.1%歷史
OZKBank OZKCOM8,503$38.7 萬0.1%歷史
CMGChipotle Mexican Grill IncCOM125$36.3 萬0.1%歷史
LULUlululemon athletica inc.Stock880$34.4 萬0.1%歷史
ALGNAlign Technology IncCOM1,000$32.8 萬0.1%歷史
FIXComfort Systems USA IncCOM1,010$32.1 萬0.1%歷史
CMICummins IncStock1,088$32.1 萬0.1%歷史
EMEEMCOR Group, Inc.Stock899$31.5 萬<0.1%歷史
CCICrown Castle Inc.REIT2,833$30.0 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock1,137$28.8 萬<0.1%歷史
FICOFair Isaac CorpCOM216$27.0 萬<0.1%歷史
BKRBaker Hughes CoCL A7,964$26.7 萬<0.1%歷史
SNOWSnowflake Inc.Stock1,622$26.2 萬<0.1%歷史
AKAMAkamai Technologies IncCOM2,384$25.9 萬<0.1%歷史
PZZAPapa Johns International IncStock3,821$25.4 萬<0.1%歷史
CAHCardinal Health IncStock2,235$25.0 萬<0.1%歷史
CRLCharles River Laboratories International, Inc.COM921$25.0 萬<0.1%歷史
SLBSLB LimitedStock4,504$24.7 萬<0.1%歷史
Global X FDS37954Y764MILL THEMC ETF6,285$24.6 萬<0.1%–
TXTTextron IncCOM2,529$24.3 萬<0.1%歷史
EQIXEquinix IncCOM293$24.2 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL4,777$24.2 萬<0.1%–
ILMNIllumina, Inc.COM1,760$24.2 萬<0.1%歷史
IBPInstalled Building Products, Inc.COM915$23.7 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM573$23.5 萬<0.1%歷史
SEESealed Air CorpCOM6,286$23.4 萬<0.1%歷史
DARDarling Ingredients Inc.COM4,980$23.2 萬<0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT8,170$23.1 萬<0.1%–
FCNCAFirst Citizens Bancshares IncCL A141$23.1 萬<0.1%歷史
GILDGilead Sciences, Inc.Stock3,114$22.8 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM7,261$22.3 萬<0.1%歷史
CFRCullen/Frost Bankers, Inc.COM1,978$22.3 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS828$22.0 萬<0.1%–
MTCHMatch Group, Inc.COM6,018$21.8 萬<0.1%歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF4,304$21.7 萬<0.1%–
iShares Tr464288851US OIL GS EX ETF2,000$21.4 萬<0.1%–
LWLamb Weston Holdings, Inc.Stock2,007$21.4 萬<0.1%歷史
AIZAssurant, Inc.Stock1,121$21.1 萬<0.1%歷史
iShares Tr464287622RUS 1000 ETF729$21.0 萬<0.1%–
iShares Tr46434V613CORE UNIVRSL USD4,599$21.0 萬<0.1%–
DEODiageo PLCSPON ADR NEW1,402$20.9 萬<0.1%歷史
FFIVF5, Inc.Stock1,100$20.9 萬<0.1%歷史
iShares Tr464287861EUROPE ETF3,738$20.8 萬<0.1%–
DRIDarden Restaurants IncCOM1,243$20.8 萬<0.1%歷史
EXASExact Sciences CorpCOM3,004$20.7 萬<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A1,600$20.7 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND721$20.7 萬<0.1%–
ARVNArvinas, Inc.COM5,000$20.6 萬<0.1%歷史
OSKOshkosh CorpCOM1,651$20.6 萬<0.1%歷史
LKQLKQ CorpCOM3,849$20.6 萬<0.1%歷史
UNFUnifirst CorpCOM1,183$20.5 萬<0.1%歷史
MARMarriott International IncStock799$20.2 萬<0.1%歷史
EWEdwards Lifesciences CorpStock2,108$20.1 萬<0.1%歷史
VIVTelefonica Brasil S.A.SPONSORED ADS12,354$12.4 萬<0.1%歷史
UVXYProShares Trust IIULTRA VIX SHORT10,000$6.32 萬<0.1%歷史