Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 561
- 較 2024 年第 2 季 +30
- 總值
- $7.15 億
- 較 2024 年第 2 季 +$6,443 萬 (+9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 193,795 | $5,589 萬 | 7.8% | +999+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,029 | $2,470 萬 | 3.5% | +9,514+9.9% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 499,198 | $2,021 萬 | 2.8% | +499,198 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 216,610 | $1,812 萬 | 2.5% | −15,775−6.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 71,228 | $1,327 萬 | 1.9% | −1,039−1.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 30,439 | $1,310 萬 | 1.8% | −993−3.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 425,437 | $1,209 萬 | 1.7% | +3,120+0.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 22,208 | $1,172 萬 | 1.6% | +3,803+20.7% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 262,866 | $1,148 萬 | 1.6% | +262,866 | 新進 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 352,614 | $1,145 萬 | 1.6% | +4,861+1.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 59,122 | $980.5 萬 | 1.4% | −878−1.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 309,914 | $955.5 萬 | 1.3% | +6,106+2.0% | 加碼 | – |
| ITTItt Inc. | COM | 59,543 | $890.2 萬 | 1.2% | −160.0% | 減碼 | 歷史 |
| CNACna Financial Corp | COM | 178,049 | $871.4 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 42,303 | $707.3 萬 | 1.0% | −2,736−6.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 109,801 | $667.8 萬 | 0.9% | +109,801 | 新進 | – |
| NVDANVIDIA Corp | Stock | 53,826 | $653.7 萬 | 0.9% | +50+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 57,181 | $649.3 萬 | 0.9% | +5,874+11.4% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 127,189 | $609.6 萬 | 0.9% | +1,472+1.2% | 加碼 | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 109,538 | $603.3 萬 | 0.8% | −6,255−5.4% | 減碼 | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 77,658 | $560.5 萬 | 0.8% | −5,208−6.3% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 31,935 | $557.3 萬 | 0.8% | −3,425−9.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,790 | $556.1 萬 | 0.8% | +2,303+3.6% | 加碼 | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 81,942 | $523.2 萬 | 0.7% | +81,942 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 28,007 | $501.8 萬 | 0.7% | +375+1.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,598 | $493.3 萬 | 0.7% | +276+3.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 191,690 | $489.4 萬 | 0.7% | +191,690 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 37,068 | $475.2 萬 | 0.7% | +56+0.2% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 55,092 | $458.4 萬 | 0.6% | +11,746+27.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 110,452 | $458.3 萬 | 0.6% | +25,805+30.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,260 | $451.6 萬 | 0.6% | +406+2.4% | 加碼 | 歷史 |
| ProShares Tr74347X294 | HD REPLICATION | 90,311 | $450.3 萬 | 0.6% | +413+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,763 | $449.4 萬 | 0.6% | +363+3.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 66,465 | $448.1 萬 | 0.6% | +66,465 | 新進 | – |
| Fidelity High Dividend ETF316092840 | ETF | 81,800 | $414.3 萬 | 0.6% | +1,790+2.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,091 | $409.0 萬 | 0.6% | +32+0.5% | 加碼 | – |
| ACNAccenture plc | Stock | 11,491 | $406.2 萬 | 0.6% | +49+0.4% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 60,293 | $382.7 萬 | 0.5% | +307+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 13,849 | $380.8 萬 | 0.5% | −141−1.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,703 | $380.4 萬 | 0.5% | +120+1.6% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 46,472 | $373.2 萬 | 0.5% | −1,943−4.0% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 30,901 | $367.9 萬 | 0.5% | +114+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 19,201 | $366.2 萬 | 0.5% | +61+0.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 30,297 | $355.1 萬 | 0.5% | −103−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 74,242 | $333.4 萬 | 0.5% | +8,451+12.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,842 | $302.5 萬 | 0.4% | +958+19.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,365 | $300.9 萬 | 0.4% | −70−2.0% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,882 | $298.6 萬 | 0.4% | +7+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,836 | $293.9 萬 | 0.4% | −1,513−12.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,757 | $285.8 萬 | 0.4% | +379+3.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,882 | $279.5 萬 | 0.4% | +140+3.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,733 | $276.7 萬 | 0.4% | +22+0.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,870 | $274.5 萬 | 0.4% | −63−1.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,341 | $266.4 萬 | 0.4% | +3,625+30.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 88,830 | $257.1 萬 | 0.4% | −7,763−8.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 49,966 | $255.0 萬 | 0.4% | +2,921+6.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,183 | $253.0 萬 | 0.4% | +592+12.9% | 加碼 | – |
| CVXChevron Corp | Stock | 16,986 | $250.2 萬 | 0.3% | −450−2.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,740 | $242.7 萬 | 0.3% | −15−0.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,680 | $233.1 萬 | 0.3% | +7,990+140.4% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 24,951 | $226.2 萬 | 0.3% | +24,951 | 新進 | – |
| CMCSAComcast Corp | Stock | 53,513 | $223.5 萬 | 0.3% | −1,011−1.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,315 | $223.4 萬 | 0.3% | −62−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,584 | $220.1 萬 | 0.3% | +75+0.6% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 17,438 | $217.1 萬 | 0.3% | +57+0.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,453 | $213.6 萬 | 0.3% | −100−2.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 95,302 | $209.7 萬 | 0.3% | +11,657+13.9% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 35,613 | $205.9 萬 | 0.3% | +3,576+11.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 85,047 | $205.0 萬 | 0.3% | +8,881+11.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,684 | $204.2 萬 | 0.3% | +354+3.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 16,610 | $201.2 萬 | 0.3% | −611−3.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,621 | $200.9 萬 | 0.3% | +1,235+7.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,739 | $190.8 萬 | 0.3% | −199−2.9% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 11,045 | $190.5 萬 | 0.3% | +985+9.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,260 | $183.4 萬 | 0.3% | +10.0% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 17,754 | $181.6 萬 | 0.3% | +699+4.1% | 加碼 | – |
| RACEFerrari N.V. | COM | 3,765 | $177.0 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 20,558 | $175.9 萬 | 0.2% | −550−2.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 33,111 | $169.8 萬 | 0.2% | +7,975+31.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 26,711 | $168.0 萬 | 0.2% | +3,426+14.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 21,088 | $164.3 萬 | 0.2% | +42+0.2% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 20,238 | $162.9 萬 | 0.2% | +90+0.4% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 8,651 | $162.2 萬 | 0.2% | +73+0.9% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 5,547 | $159.4 萬 | 0.2% | +15+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 16,276 | $159.2 萬 | 0.2% | −603−3.6% | 減碼 | – |
| SHOPShopify Inc. | Stock | 19,604 | $157.1 萬 | 0.2% | +5,395+38.0% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 13,601 | $152.2 萬 | 0.2% | −394−2.8% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 3,091 | $147.4 萬 | 0.2% | +130+4.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,521 | $147.0 萬 | 0.2% | +609+31.9% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 8,656 | $146.3 萬 | 0.2% | +173+2.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,975 | $146.0 萬 | 0.2% | +1,043+21.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 19,644 | $141.2 萬 | 0.2% | −236−1.2% | 減碼 | 歷史 |
| AONAon plc | CL A | 4,068 | $140.7 萬 | 0.2% | +215+5.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,041 | $139.3 萬 | 0.2% | +37+0.5% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 11,627 | $139.3 萬 | 0.2% | −2,042−14.9% | 減碼 | – |
| WMTWalmart Inc. | Stock | 17,205 | $138.9 萬 | 0.2% | +281+1.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,356 | $137.7 萬 | 0.2% | −2,088−12.7% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 7,036 | $137.5 萬 | 0.2% | +292+4.3% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 15,265 | $136.4 萬 | 0.2% | +5,434+55.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 7,218 | $136.1 萬 | 0.2% | +123+1.7% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（37 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 565,761 | $1,961 萬 | 3.0% | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 269,420 | $1,118 萬 | 1.7% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 140,327 | $668.4 萬 | 1.0% | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 176,355 | $456.0 萬 | 0.7% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 58,855 | $206.2 萬 | 0.3% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 14,242 | $116.3 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33738R779 | EMERGING MKTS | 17,996 | $94.7 萬 | 0.1% | – |
| BLKBlackRock, Inc. | COM | 762 | $60.0 萬 | 0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 6,057 | $59.3 萬 | 0.1% | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 15,408 | $57.0 萬 | 0.1% | – |
| iShares Tips Bond ETF464287176 | ETF | 4,296 | $45.9 萬 | 0.1% | – |
| BBYBest Buy Co Inc | Stock | 5,441 | $45.9 萬 | 0.1% | 歷史 |
| FOXAFox Corp | CL A COM | 12,644 | $43.5 萬 | 0.1% | 歷史 |
| DXCMDexcom Inc | COM | 3,552 | $40.3 萬 | 0.1% | 歷史 |
| IPARInterparfums Inc | COM | 3,251 | $37.7 萬 | 0.1% | 歷史 |
| KKellanova | Stock | 6,470 | $37.3 萬 | 0.1% | 歷史 |
| Alps ETF Tr00162Q387 | OSHARES US QUALT | 7,482 | $37.1 萬 | 0.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,977 | $35.9 萬 | 0.1% | – |
| LRCXLam Research Corp | COM | 322 | $34.3 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,739 | $28.6 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,049 | $26.9 萬 | <0.1% | 歷史 |
| DINOHF Sinclair Corp | COM | 5,013 | $26.7 萬 | <0.1% | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 3,269 | $25.4 萬 | <0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 15,910 | $23.1 萬 | <0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,128 | $21.9 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,983 | $21.5 萬 | <0.1% | – |
| STVNStevanato Group S.p.A. | ORD SHS | 11,603 | $21.3 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,549 | $21.1 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 4,336 | $21.1 萬 | <0.1% | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 779 | $20.8 萬 | <0.1% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 12,614 | $20.5 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,486 | $20.2 萬 | <0.1% | – |
| TENTsakos Energy Navigation Ltd | SHS | 6,876 | $20.1 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,275 | $19.2 萬 | <0.1% | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 24,717 | $15.8 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 10,427 | $14.8 萬 | <0.1% | 歷史 |
| SANBanco Santander, S.A. | ADR | 14,228 | $6.59 萬 | <0.1% | 歷史 |