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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/7 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
457
較 2024 年第 3 季 −104
總值
$5.08 億
較 2024 年第 3 季 −$2.07 億 (−28.9%)
申報日
2025/2/7
SEC
Personal Cfo Solutions, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CBChubb LtdStock193,753$5,353 萬10.5%−420.0%減碼歷史
AAPLApple Inc.Stock109,617$2,745 萬5.4%+3,588+3.4%加碼歷史
ProShares Tr74347R842PSHS ULTRUSS2000365,348$1,529 萬3.0%+365,348新進–
AMZNAmazon Com IncStock67,365$1,478 萬2.9%−3,863−5.4%減碼歷史
MSFTMicrosoft CorpStock30,878$1,302 萬2.6%+439+1.4%加碼歷史
GOOGLAlphabet Inc.Stock56,216$1,064 萬2.1%−2,906−4.9%減碼歷史
ITTItt Inc.COM59,484$849.9 萬1.7%−59−0.1%減碼歷史
GOOGAlphabet Inc.Stock41,789$795.8 萬1.6%−514−1.2%減碼歷史
NVDANVIDIA CorpStock54,540$732.4 萬1.4%+714+1.3%加碼歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC116,090$681.4 萬1.3%+6,552+6.0%加碼–
Victory Portfolios II92647N527CORE BD ETF126,175$579.9 萬1.1%−1,014−0.8%減碼–
Schwab US Dividend Equity ETF808524797ETF200,667$548.2 萬1.1%+3,297+1.7%加碼依 3 比 1 拆股換算–
MRKMerck & Co., Inc.Stock54,228$539.5 萬1.1%−2,953−5.2%減碼歷史
SPYSPDR S&P 500 ETF TrustETF8,911$522.3 萬1.0%+313+3.6%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY126,694$470.3 萬0.9%+16,242+14.7%加碼–
BRK.BBerkshire Hathaway IncStock9,966$451.8 萬0.9%+203+2.1%加碼歷史
VVisa Inc.Stock13,691$432.7 萬0.9%−158−1.1%減碼歷史
TSLATesla, Inc.Stock10,449$422.0 萬0.8%−6,811−39.5%減碼歷史
MAMastercard IncStock7,551$397.6 萬0.8%−152−2.0%減碼歷史
iShares Tr464288513IBOXX HI YD ETF47,430$373.0 萬0.7%+958+2.1%加碼–
AXPAmerican Express CoStock11,355$337.0 萬0.7%+519+4.8%加碼歷史
NFLXNetflix IncStock3,683$328.3 萬0.6%−187−4.8%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR15,837$312.8 萬0.6%+496+3.2%加碼歷史
VZVerizon Communications IncStock75,183$300.7 萬0.6%+941+1.3%加碼歷史
METAMeta Platforms, Inc.Stock5,102$298.7 萬0.6%+220+4.5%加碼歷史
XOMExxonMobil Holdings CorpCOM27,727$298.3 萬0.6%−2,570−8.5%減碼歷史
GLDSPDR Gold TrustETF12,142$294.0 萬0.6%+385+3.3%加碼歷史
ORCLOracle CorpStock17,350$289.1 萬0.6%+3,670+26.8%加碼歷史
Invesco QQQ Trust Series I46090E103ETF5,312$271.6 萬0.5%+129+2.5%加碼–
NOWServiceNow, Inc.Stock2,496$264.6 萬0.5%−869−25.8%減碼歷史
GDGeneral Dynamics CorpStock9,864$259.9 萬0.5%−18−0.2%減碼歷史
ADBEAdobe Inc.Stock5,796$257.7 萬0.5%−46−0.8%減碼歷史
LLYEli Lilly & CoStock3,302$254.9 萬0.5%+562+20.5%加碼歷史
CVXChevron CorpStock17,507$253.6 萬0.5%+521+3.1%加碼歷史
BABoeing CoStock14,312$253.3 萬0.5%+6,698+88.0%加碼歷史
MOAltria Group, Inc.Stock48,210$252.1 萬0.5%−1,756−3.5%減碼歷史
CBRECbre Group, Inc.CL A19,095$250.7 萬0.5%+1,657+9.5%加碼歷史
AVGOBroadcom Inc.Stock10,667$247.3 萬0.5%−378−3.4%減碼歷史
NVONovo Nordisk A SADR27,131$233.4 萬0.5%−3,770−12.2%減碼歷史
SAPSAP SEADR9,321$229.5 萬0.5%+4,505+93.5%加碼歷史
JPMJPMorgan Chase & CoStock9,463$226.8 萬0.4%−221−2.3%減碼歷史
PFEPfizer IncStock85,104$225.8 萬0.4%−3,726−4.2%減碼歷史
BMYBristol Myers Squibb CoStock37,972$214.8 萬0.4%+15,389+68.1%加碼歷史
ACNAccenture plcStock6,011$211.5 萬0.4%−5,480−47.7%減碼歷史
First Trust Cloud Computing ETF33734X192ETF17,690$210.7 萬0.4%−64−0.4%減碼–
UNHUnitedHealth Group IncStock4,159$210.4 萬0.4%−574−12.1%減碼歷史
SHOPShopify Inc.Stock19,340$205.6 萬0.4%−264−1.3%減碼歷史
CMCSAComcast CorpStock52,994$198.9 萬0.4%−519−1.0%減碼歷史
ABTAbbott LaboratoriesStock17,476$197.7 萬0.4%−145−0.8%減碼歷史
RTXRTX CorpStock16,476$190.7 萬0.4%−134−0.8%減碼歷史
TAT&T Inc.Stock81,687$186.0 萬0.4%−13,615−14.3%減碼歷史
INTUIntuit Inc.Stock2,948$185.3 萬0.4%+1,059+56.1%加碼歷史
JNJJohnson & JohnsonStock12,688$183.5 萬0.4%−896−6.6%減碼歷史
TMOThermo Fisher Scientific Inc.Stock3,324$172.9 萬0.3%−129−3.7%減碼歷史
GSGoldman Sachs Group IncStock2,975$170.3 萬0.3%+246+9.0%加碼歷史
iShares Tr464287515EXPANDED TECH16,607$166.3 萬0.3%+1,342+8.8%加碼–
SESea LtdSPONSORD ADS15,607$165.6 萬0.3%+3,062+24.4%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN82,191$161.0 萬0.3%−1,574−1.9%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF16,676$159.2 萬0.3%+400+2.5%加碼–
WDAYWorkday, Inc.CL A5,952$153.6 萬0.3%−23−0.4%減碼歷史
CRMSalesforce, Inc.Stock4,586$153.3 萬0.3%+292+6.8%加碼歷史
WMTWalmart Inc.Stock16,835$152.1 萬0.3%−370−2.2%減碼歷史
MSCIMSCI Inc.Stock2,500$150.0 萬0.3%−21−0.8%減碼歷史
BACBank of America CorpStock34,059$149.7 萬0.3%+1,275+3.9%加碼歷史
QCOMQualcomm IncStock9,570$147.0 萬0.3%+2,648+38.3%加碼歷史
iShares Russell 1000 Value ETF464287598ETF7,693$142.4 萬0.3%+3,029+64.9%加碼–
WRBBerkley W R CorpCOM23,945$140.1 萬0.3%+14+0.1%加碼歷史
AZNAstraZeneca PLCSPONSORED ADR21,298$139.5 萬0.3%+210+1.0%加碼歷史
ZTSZoetis Inc.Stock8,552$139.3 萬0.3%+1,516+21.5%加碼歷史
CARRCarrier Global CorpStock20,329$138.8 萬0.3%+91+0.4%加碼歷史
NKENIKE, Inc.Stock18,220$137.9 萬0.3%+8,014+78.5%加碼歷史
ABBVAbbVie Inc.Stock7,518$133.6 萬0.3%−3,797−33.6%減碼歷史
GEGeneral Electric CoStock7,912$132.0 萬0.3%+694+9.6%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,852$131.9 萬0.3%+1,291+230.1%加碼歷史
PGProcter & Gamble CoStock7,798$130.7 萬0.3%−243−3.0%減碼歷史
LINLinde PLCStock3,116$130.5 萬0.3%+25+0.8%加碼歷史
TGTTarget CorpStock9,507$128.5 萬0.3%+7,285+327.9%加碼歷史
CPCanadian Pacific Kansas City LtdCOM17,314$125.3 萬0.2%−3,244−15.8%減碼歷史
DDominion Energy, IncStock23,263$125.3 萬0.2%−42−0.2%減碼歷史
KOCoca Cola CoStock20,121$125.3 萬0.2%+477+2.4%加碼歷史
COSTCostco Wholesale CorpStock1,352$123.9 萬0.2%+47+3.6%加碼歷史
RACEFerrari N.V.COM2,890$122.8 萬0.2%−875−23.2%減碼歷史
IBMInternational Business Machines CorpStock5,469$120.2 萬0.2%+114+2.1%加碼歷史
SPOTSpotify Technology S.A.Stock2,686$120.2 萬0.2%+109+4.2%加碼歷史
LOWLowes Companies IncStock4,867$120.1 萬0.2%+413+9.3%加碼歷史
HDHome Depot, Inc.Stock3,066$119.3 萬0.2%−118−3.7%減碼歷史
AMPAmeriprise Financial IncCOM2,238$119.2 萬0.2%−510−18.6%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF24,524$118.5 萬0.2%+3,995+19.5%加碼–
AONAon plcCL A3,274$117.6 萬0.2%−794−19.5%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF14,530$114.2 萬0.2%+3,425+30.8%加碼–
SOSouthern CoStock13,827$113.8 萬0.2%−563−3.9%減碼歷史
MCKMcKesson CorpStock1,987$113.2 萬0.2%−114−5.4%減碼歷史
ICLRIcon PLCCOM5,392$113.1 萬0.2%−155−2.8%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF4,837$112.5 萬0.2%+666+16.0%加碼–
ASMLASML Holding NVADR1,618$112.2 萬0.2%+215+15.3%加碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF14,749$111.6 萬0.2%+2,951+25.0%加碼–
LENLennar CorpCL A8,087$110.3 萬0.2%−564−6.5%減碼歷史
NSCNorfolk Southern CorpStock4,611$108.2 萬0.2%−37−0.8%減碼歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF26,353$107.2 萬0.2%+7,138+37.1%加碼–
CAGConagra Brands Inc.Stock37,613$104.4 萬0.2%+27,229+262.2%加碼歷史

2024 年第 3 季之後清倉(170 檔)

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 170 檔。

Personal Cfo Solutions, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
Innovator ETFs Trust45782C813US EQTY PWR BUF499,198$2,021 萬2.8%–
iShares MSCI Eafe ETF464287465ETF216,610$1,812 萬2.5%–
Innovator ETFs Trust45782C367INTRNL DEV APRL425,437$1,209 萬1.7%–
Vanguard S&P 500 ETF922908363ETF22,208$1,172 萬1.6%–
Innovator ETFs Trust45782C789US EQTY BUFR JUL262,866$1,148 萬1.6%–
Innovator ETFs Trust45782C342US SML CP PWR ET352,614$1,145 萬1.6%–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD309,914$955.5 萬1.3%–
CNACna Financial CorpCOM178,049$871.4 萬1.2%歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF109,801$667.8 萬0.9%–
Fidelity Covington Trust316092709MSCI INDL INDX77,658$560.5 萬0.8%–
Fidelity MSCI Information Technology Index ETF316092808ETF31,935$557.3 萬0.8%–
Fidelity MSCI Financials Index ETF316092501ETF81,942$523.2 萬0.7%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT28,007$501.8 萬0.7%–
Innovator ETFs Trust45782C714EMRGNG MKT JULY191,690$489.4 萬0.7%–
Vanguard High Dividend Yield Index ETF921946406ETF37,068$475.2 萬0.7%–
WisdomTree Tr97717X669US QTLY DIV GRT55,092$458.4 萬0.6%–
ProShares Tr74347X294HD REPLICATION90,311$450.3 萬0.6%–
J P Morgan Exchange Traded F46641Q324INTERNL GWT66,465$448.1 萬0.6%–
Fidelity High Dividend ETF316092840ETF81,800$414.3 萬0.6%–
iShares Core S&P 500 ETF464287200ETF7,091$409.0 萬0.6%–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY60,293$382.7 萬0.5%–
Vanguard S&P 500 Value ETF921932703ETF19,201$366.2 萬0.5%–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM24,951$226.2 萬0.3%–
Pacer US Cash Cows 100 ETF69374H881ETF35,613$205.9 萬0.3%–
First Tr Exchng Traded FD VI33740U778VEST BUFFERED85,047$205.0 萬0.3%–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,739$190.8 萬0.3%–
Vanguard Dividend Appreciation ETF921908844ETF9,260$183.4 萬0.3%–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF33,111$169.8 萬0.2%–
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH11,627$139.3 萬0.2%–
American Centy ETF Tr025072877US SML CP VALU14,356$137.7 萬0.2%–
Cambria ETF Tr132061706EMRG SHAREHLDR38,374$132.8 萬0.2%–
iShares S&P 500 Growth ETF464287309ETF13,691$131.1 萬0.2%–
State Street Energy Select Sector SPDR ETF81369Y506ETF14,689$129.0 萬0.2%–
SWKSSkyworks Solutions, Inc.Stock11,587$114.4 萬0.2%歷史
First Trust Rising Dividend Achievers ETF33738R506ETF19,111$113.2 萬0.2%–
Vanguard Health Care ETF92204A504ETF3,941$111.2 萬0.2%–
PHMPultegroup IncCOM7,081$101.6 萬0.1%歷史
iShares MSCI USA Quality Factor ETF46432F339ETF5,418$97.1 萬0.1%–
iShares Tr464288786U.S. INSRNCE ETF7,288$94.1 萬0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,102$94.0 萬0.1%–
iShares S&P 500 Value ETF464287408ETF4,723$93.1 萬0.1%–
NVRNVR IncCOM94$92.2 萬0.1%歷史
iShares Tr46428743220 YR TR BD ETF9,347$91.7 萬0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL10,973$91.4 萬0.1%–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF18,279$88.2 萬0.1%–
State Street Materials Select Sector SPDR ETF81369Y100ETF9,127$88.0 萬0.1%–
iShares Russell 1000 Growth ETF464287614ETF2,266$85.1 萬0.1%–
XRAYDentsply Sirona Inc.Stock30,436$82.4 萬0.1%歷史
iShares Core S&P Small Cap ETF464287804ETF7,027$82.2 萬0.1%–
PMVPPMV Pharmaceuticals, Inc.COM550,342$82.0 萬0.1%歷史
JNPRJuniper Networks IncCOM20,317$79.2 萬0.1%歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW6,687$73.8 萬0.1%歷史
CNCCentene CorpStock9,642$72.6 萬0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF13,229$69.9 萬0.1%–
SLViShares Silver TrustETF24,465$69.5 萬0.1%歷史
iShares S&P 100 ETF464287101ETF2,266$62.7 萬0.1%–
CTLTCatalent, Inc.COM10,098$61.2 萬0.1%歷史
Vanguard Morningstar Large-Cap ETF922908637ETF2,309$60.8 萬0.1%–
LYBLyondellBasell Industries N.V.SHS - A -6,171$59.2 萬0.1%歷史
iShares Tr464288414NATIONAL MUN ETF5,446$59.2 萬0.1%–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF15,292$58.9 萬0.1%–
WisdomTree Tr97717W505US MIDCAP DIVID11,464$58.6 萬0.1%–
BlackRock ETF Trust09290C103ISHARES US EQUIT11,407$56.4 萬0.1%–
DFSDiscover Financial ServicesCOM3,895$54.6 萬0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF11,310$54.1 萬0.1%–
AESAES CorpStock26,833$53.8 萬0.1%歷史
iShares Tr464287150CORE S&P TTL STK4,247$53.3 萬0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF11,346$52.8 萬0.1%–
First Tr Exchange-Traded FD336917109SHS12,459$52.3 萬0.1%–
ARDXArdelyx, Inc.COM75,000$51.7 萬0.1%歷史
iShares Core S&P Mid-Cap ETF464287507ETF8,245$51.4 萬0.1%–
NEMNEWMONT CorpStock9,359$50.0 萬0.1%歷史
iShares Tr464288885EAFE GRWTH ETF4,333$46.6 萬0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,724$45.5 萬0.1%–
Vanguard Real Estate ETF922908553ETF4,512$44.0 萬0.1%–
MOSMosaic CoCOM15,813$42.3 萬0.1%歷史
DGDollar General CorpCOM4,999$42.3 萬0.1%歷史
HALHalliburton CoStock14,541$42.2 萬0.1%歷史
Vanguard World FD921910873MEGA CAP INDEX1,984$41.0 萬0.1%–
Amplify ETF Tr032108102ONLIN RETL ETF6,478$39.5 萬0.1%–
iShares Inc46434G822MSCI JAPAN ETF5,441$38.9 萬0.1%–
UTGReaves Utility Income FundCOM SH BEN INT11,350$37.2 萬0.1%歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A8,376$36.4 萬0.1%歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT5,030$36.0 萬0.1%–
ELVElevance Health, Inc.Stock686$35.7 萬<0.1%歷史
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A14,238$35.6 萬<0.1%歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,313$35.1 萬<0.1%–
CHRDChord Energy CorpCOM NEW2,689$35.0 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF8,588$34.2 萬<0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF1,424$33.8 萬<0.1%–
Innovator ETFs Trust45782C664US EQTY BUF SEP7,837$33.0 萬<0.1%–
ProShares Tr74347B680S&P MDCP 400 DIV4,024$32.9 萬<0.1%–
Vanguard Information Technology ETF92204A702ETF555$32.5 萬<0.1%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,319$31.4 萬<0.1%–
JWNNordstrom IncStock13,922$31.3 萬<0.1%歷史
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF9,889$31.3 萬<0.1%–
Innovator ETFs Trust45782C680US EQTY PWR BF8,238$31.2 萬<0.1%–
First Tr Exchange-Traded Alp33734Y109COM SHS3,084$30.7 萬<0.1%–
Innovator ETFs Trust45783Y533INNOVATOR INTER10,555$30.6 萬<0.1%–
RJFRaymond James Financial IncCOM2,493$30.5 萬<0.1%歷史