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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 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。

機構總覽
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%)
申報日
2024/11/14
SEC
Personal Cfo Solutions, LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
XAIRBeyond Air, Inc.COM40,000$1.55 萬<0.1%+40,000新進歷史
LWLGLightwave Logic, Inc.COM10,200$2.82 萬<0.1%+85+0.8%加碼歷史
HIVEHIVE Digital Technologies Ltd.COM NEW10,000$3.13 萬<0.1%00.0%不變歷史
AQNAlgonquin Power & Utilities Corp.COM10,000$5.45 萬<0.1%+10,000新進歷史
ADPTAdaptive Biotechnologies CorpCOM11,250$5.76 萬<0.1%00.0%不變歷史
ABEVAmbev S.A.SPONSORED ADR26,556$6.48 萬<0.1%+6,359+31.5%加碼歷史
JMIAJumia Technologies AGSPONSORED ADS13,210$7.05 萬<0.1%+13,210新進歷史
LYGLloyds Banking Group plcSPONSORED ADR36,314$11.3 萬<0.1%+4,477+14.1%加碼歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund19,500$14.4 萬<0.1%+6,000+44.4%加碼–
BVNBuenaventura Mining Co IncSPONSORED ADR10,794$14.9 萬<0.1%+177+1.7%加碼歷史
NMRNomura Holdings IncSPONSORED ADR30,130$15.7 萬<0.1%+2,469+8.9%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT25,228$16.1 萬<0.1%+1,311+5.5%加碼歷史
TMETencent Music Entertainment GroupSPON ADS13,398$16.1 萬<0.1%+758+6.0%加碼歷史
VTRSViatris IncStock14,250$16.5 萬<0.1%+870+6.5%加碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR14,893$18.8 萬<0.1%+825+5.9%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS10,480$18.9 萬<0.1%+10,480新進歷史
GHYPGIM Global High Yield Fund, Inc.COM15,065$19.3 萬<0.1%+4,522+42.9%加碼歷史
ARLPAlliance Resource Partners LPStock8,000$20.0 萬<0.1%+8,000新進歷史
COOCooper Companies, Inc.COM1,817$20.0 萬<0.1%+1,817新進歷史
VFCV F CorpStock10,052$20.1 萬<0.1%−2,653−20.9%減碼歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS20,571$20.1 萬<0.1%+295+1.5%加碼歷史
CNXCConcentrix CorpStock3,928$20.1 萬<0.1%+479+13.9%加碼歷史
MARMarriott International IncStock810$20.1 萬<0.1%+810新進歷史
CSGPCostar Group, Inc.COM2,674$20.2 萬<0.1%−268−9.1%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF3,221$20.2 萬<0.1%+3,221新進–
CFRCullen/Frost Bankers, Inc.COM1,808$20.2 萬<0.1%+1,808新進歷史
DEODiageo PLCSPON ADR NEW1,443$20.3 萬<0.1%+1,443新進歷史
TRVTravelers Companies, Inc.Stock868$20.3 萬<0.1%+868新進歷史
EXASExact Sciences CorpCOM2,984$20.3 萬<0.1%+2,984新進歷史
OTISOtis Worldwide CorpStock1,956$20.3 萬<0.1%+1,956新進歷史
MNSTMonster Beverage CorpCOM3,973$20.7 萬<0.1%−862−17.8%減碼歷史
TTDTrade Desk, Inc.Stock1,891$20.7 萬<0.1%+1,891新進歷史
OCOwens CorningStock1,185$20.9 萬<0.1%−21−1.7%減碼歷史
AESIAtlas Energy Solutions Inc.COM NEW9,615$21.0 萬<0.1%+9,615新進歷史
DARDarling Ingredients Inc.COM5,682$21.1 萬<0.1%+5,682新進歷史
Innovator ETFs Trust45782C698US EQUT BUFR AUG4,938$21.1 萬<0.1%+4,938新進–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1500$21.2 萬<0.1%+500新進歷史
CFGCitizens Financial Group IncCOM5,155$21.2 萬<0.1%+5,155新進歷史
HDBHDFC Bank LtdSPONSORED ADS3,386$21.2 萬<0.1%+3,386新進歷史
DYDycom Industries IncCOM1,076$21.2 萬<0.1%−162−13.1%減碼歷史
iShares Tr464287119MORNINGSTAR GRWT2,540$21.3 萬<0.1%00.0%不變–
iShares Tr46435U218ESG MSCI LEADR2,104$21.4 萬<0.1%00.0%不變–
ILMNIllumina, Inc.COM1,639$21.4 萬<0.1%+1,639新進歷史
VSTVistra Corp.Stock1,814$21.5 萬<0.1%+1,814新進歷史
SEESealed Air CorpCOM5,944$21.6 萬<0.1%+5,944新進歷史
XYZBlock, Inc.CL A3,241$21.8 萬<0.1%−20−0.6%減碼歷史
KFRCKforce IncCOM3,554$21.8 萬<0.1%+55+1.6%加碼歷史
TKRTimken CoCOM2,594$21.9 萬<0.1%+19+0.7%加碼歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF5,388$21.9 萬<0.1%+5,388新進–
FNDFloor & Decor Holdings, Inc.CL A1,772$22.0 萬<0.1%+1,772新進歷史
NSPInsperity, Inc.COM2,507$22.1 萬<0.1%−139−5.3%減碼歷史
AGNTAGNT, Inc.COM15,660$22.1 萬<0.1%−2,715−14.8%減碼歷史
UNFUnifirst CorpCOM1,121$22.3 萬<0.1%+1,121新進歷史
AKAMAkamai Technologies IncCOM2,217$22.4 萬<0.1%+2,217新進歷史
iShares Tr46435G409MSCI INTL VLU FT7,582$22.4 萬<0.1%+7,582新進–
ProShares Tr74348A608SHT 7-10 YR TR7,957$22.4 萬<0.1%+97+1.2%加碼–
CIVICivitas Resources, Inc.EQUITY US CM4,438$22.5 萬<0.1%−26−0.6%減碼歷史
FICOFair Isaac CorpCOM116$22.5 萬<0.1%+116新進歷史
SYYSysco CorpStock2,894$22.6 萬<0.1%−1,799−38.3%減碼歷史
DMLPDorchester Minerals, L.P.COM UNIT7,500$22.6 萬<0.1%00.0%不變歷史
SSTKShutterstock, Inc.COM6,408$22.7 萬<0.1%+788+14.0%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM863$22.8 萬<0.1%−19−2.2%減碼歷史
Alps ETF Tr00162Q478DISRUPTIVE TECH5,151$22.8 萬<0.1%00.0%不變–
HLNHaleon plcADR21,580$22.8 萬<0.1%−1,731−7.4%減碼歷史
SYKStryker CorpStock634$22.9 萬<0.1%−24−3.6%減碼歷史
GLOBGlobant S.A.COM1,157$22.9 萬<0.1%+1,157新進歷史
FDXFedEx CorpStock847$23.2 萬<0.1%−1,479−63.6%減碼歷史
ELSEquity Lifestyle Properties IncCOM3,259$23.3 萬<0.1%+91+2.9%加碼歷史
TMUST-Mobile US, Inc.Stock1,128$23.3 萬<0.1%+1,128新進歷史
HMYHarmony Gold Mining Co LtdADR22,913$23.3 萬<0.1%+1,195+5.5%加碼歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,389$23.4 萬<0.1%00.0%不變–
MPWRMonolithic Power Systems, Inc.COM254$23.5 萬<0.1%−9−3.4%減碼歷史
QFINQfin Holdings, Inc.AMERICAN DEP7,924$23.6 萬<0.1%+7,924新進歷史
KLICKulicke & Soffa Industries IncCOM5,235$23.6 萬<0.1%+658+14.4%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,103$23.7 萬<0.1%−56−4.8%減碼歷史
ProShares Tr74348A467S&P 500 DV ARIST2,234$23.8 萬<0.1%+5+0.2%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE5,704$24.0 萬<0.1%00.0%不變–
DTEDte Energy CoCOM1,870$24.0 萬<0.1%−173−8.5%減碼歷史
JCIJohnson Controls International plcStock3,116$24.2 萬<0.1%−1,907−38.0%減碼歷史
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN5,317$24.2 萬<0.1%+79+1.5%加碼–
Vanguard Index FDS922908652EXTEND MKT ETF1,338$24.4 萬<0.1%−49−3.5%減碼–
GLWCorning IncCOM5,398$24.4 萬<0.1%−11,849−68.7%減碼歷史
STSensata Technologies Holding plcSHS6,838$24.5 萬<0.1%−989−12.6%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR6,750$24.7 萬<0.1%+6,750新進歷史
NXRTNexPoint Residential Trust, Inc.COM5,626$24.8 萬<0.1%+175+3.2%加碼歷史
ARK Innovation ETF00214Q104ETF5,243$24.9 萬<0.1%−554−9.6%減碼–
VEEVVeeva Systems IncStock1,190$25.0 萬<0.1%−110−8.5%減碼歷史
WUWestern Union COStock20,991$25.0 萬<0.1%+1,101+5.5%加碼歷史
iShares Tr464288877EAFE VALUE ETF4,359$25.1 萬<0.1%+4,359新進–
PAMPampa Energy Inc.SPONS ADR LVL I4,181$25.1 萬<0.1%+4,181新進歷史
BABAAlibaba Group Holding LtdADR2,375$25.2 萬<0.1%+2,375新進歷史
RCLRoyal Caribbean Cruises LtdCOM1,433$25.4 萬<0.1%−7−0.5%減碼歷史
Bank of Amer Corp0605056827.25%CNV PFD L200$25.5 萬<0.1%00.0%不變–
THCTenet Healthcare CorpCOM NEW1,533$25.5 萬<0.1%−21−1.4%減碼歷史
VRTVertiv Holdings CoCOM CL A2,565$25.5 萬<0.1%+161+6.7%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF3,803$25.7 萬<0.1%+3,803新進–
NTAPNetApp, Inc.Stock2,098$25.9 萬<0.1%−47−2.2%減碼歷史
WMBWilliams Companies, Inc.COM5,692$26.0 萬<0.1%−94−1.6%減碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW8,036$26.3 萬<0.1%−96−1.2%減碼歷史
PCARPaccar IncCOM2,670$26.3 萬<0.1%−37−1.4%減碼歷史

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。

Personal Cfo Solutions, LLC 在 2024 年第 2 季之後清倉的部位
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 Trust45782C870US EQT PWR BUF565,761$1,961 萬3.0%–
Innovator ETFs Trust45782C888US EQT BUFR APR269,420$1,118 萬1.7%–
Innovator ETFs Trust45782C334GRWT100 PWR BF140,327$668.4 萬1.0%–
Innovator ETFs Trust45782C359EMRGNG MKT APRIL176,355$456.0 萬0.7%–
Schwab Fundamental International Equity ETF808524755ETF58,855$206.2 萬0.3%–
iShares Tr4642874571 3 YR TREAS BD14,242$116.3 萬0.2%–
First Tr Exchange-Traded FD33738R779EMERGING MKTS17,996$94.7 萬0.1%–
BLKBlackRock, Inc.COM762$60.0 萬0.1%歷史
EMNEastman Chemical CoStock6,057$59.3 萬0.1%歷史
Global X FDS37954Y673US INFR DEV ETF15,408$57.0 萬0.1%–
iShares Tips Bond ETF464287176ETF4,296$45.9 萬0.1%–
BBYBest Buy Co IncStock5,441$45.9 萬0.1%歷史
FOXAFox CorpCL A COM12,644$43.5 萬0.1%歷史
DXCMDexcom IncCOM3,552$40.3 萬0.1%歷史
IPARInterparfums IncCOM3,251$37.7 萬0.1%歷史
KKellanovaStock6,470$37.3 萬0.1%歷史
Alps ETF Tr00162Q387OSHARES US QUALT7,482$37.1 萬0.1%–
iShares Russell Mid-Cap Value ETF464287473ETF2,977$35.9 萬0.1%–
LRCXLam Research CorpCOM322$34.3 萬0.1%歷史
FTNTFortinet, Inc.Stock4,739$28.6 萬<0.1%歷史
MUMicron Technology IncStock2,049$26.9 萬<0.1%歷史
DINOHF Sinclair CorpCOM5,013$26.7 萬<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR3,269$25.4 萬<0.1%歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR15,910$23.1 萬<0.1%歷史
RSGRepublic Services, Inc.COM1,128$21.9 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF2,983$21.5 萬<0.1%–
STVNStevanato Group S.p.A.ORD SHS11,603$21.3 萬<0.1%歷史
NETCloudflare, Inc.CL A COM2,549$21.1 萬<0.1%歷史
FCXFreeport-McMoran IncStock4,336$21.1 萬<0.1%歷史
CPAYCorpay, Inc.COM SHS779$20.8 萬<0.1%歷史
ACADAcadia Pharmaceuticals IncCOM12,614$20.5 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF2,486$20.2 萬<0.1%–
TENTsakos Energy Navigation LtdSHS6,876$20.1 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999910,275$19.2 萬<0.1%歷史
CXCemex SAB de CVSPON ADR NEW24,717$15.8 萬<0.1%歷史
KEYKeycorpCOM10,427$14.8 萬<0.1%歷史
SANBanco Santander, S.A.ADR14,228$6.59 萬<0.1%歷史