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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,540 | $20.7 萬 | <0.1% | +2,540 | 新進 | – |
| THCTenet Healthcare Corp | COM NEW | 1,554 | $20.7 萬 | <0.1% | +1,554 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,168 | $20.6 萬 | <0.1% | −42−1.3% | 減碼 | 歷史 |
| TKRTimken Co | COM | 2,575 | $20.6 萬 | <0.1% | +33+1.3% | 加碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 2,104 | $20.5 萬 | <0.1% | +2,104 | 新進 | – |
| ACADAcadia Pharmaceuticals Inc | COM | 12,614 | $20.5 萬 | <0.1% | −177−1.4% | 減碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,132 | $20.5 萬 | <0.1% | +8,132 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,486 | $20.2 萬 | <0.1% | 00.0% | 不變 | – |
| TENTsakos Energy Navigation Ltd | SHS | 6,876 | $20.1 萬 | <0.1% | +6,876 | 新進 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 3,947 | $20.1 萬 | <0.1% | +3,947 | 新進 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 21,718 | $19.9 萬 | <0.1% | −56−0.3% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 23,311 | $19.3 萬 | <0.1% | +198+0.9% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,275 | $19.2 萬 | <0.1% | +10,275 | 新進 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 14,068 | $18.9 萬 | <0.1% | +441+3.2% | 加碼 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 10,617 | $18.0 萬 | <0.1% | +10,617 | 新進 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 12,640 | $17.8 萬 | <0.1% | +12,640 | 新進 | 歷史 |
| VFCV F Corp | Stock | 12,705 | $17.2 萬 | <0.1% | +12,705 | 新進 | 歷史 |
| BCSBarclays PLC | ADR | 15,906 | $17.0 萬 | <0.1% | +279+1.8% | 加碼 | 歷史 |
| NMRNomura Holdings Inc | SPONSORED ADR | 27,661 | $16.0 萬 | <0.1% | +137+0.5% | 加碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 24,717 | $15.8 萬 | <0.1% | −111−0.4% | 減碼 | 歷史 |
| KEYKeycorp | COM | 10,427 | $14.8 萬 | <0.1% | +10,427 | 新進 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 23,917 | $14.7 萬 | <0.1% | +23,917 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 13,380 | $14.2 萬 | <0.1% | +13,380 | 新進 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 10,543 | $12.5 萬 | <0.1% | +10,543 | 新進 | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 13,500 | $11.2 萬 | <0.1% | +13,500 | 新進 | – |
| LYGLloyds Banking Group plc | SPONSORED ADR | 31,837 | $8.69 萬 | <0.1% | +5,709+21.9% | 加碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 14,228 | $6.59 萬 | <0.1% | −1,502−9.5% | 減碼 | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 20,197 | $4.14 萬 | <0.1% | −1,499−6.9% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 10,000 | $3.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LWLGLightwave Logic, Inc. | COM | 10,115 | $3.02 萬 | <0.1% | 00.0% | 不變 | 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 |