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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 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
ABEVAmbev S.A.SPONSORED ADR27,465$5.08 萬<0.1%+909+3.4%加碼歷史
SANBanco Santander, S.A.ADR14,375$6.56 萬<0.1%+14,375新進歷史
LYGLloyds Banking Group plcSPONSORED ADR36,861$10.0 萬<0.1%+547+1.5%加碼歷史
FFord Motor CoStock11,662$11.5 萬<0.1%+11,662新進歷史
AEGAegon Ltd.AMER REG 1 CERT23,641$13.9 萬<0.1%−1,587−6.3%減碼歷史
VTRSViatris IncStock11,931$14.9 萬<0.1%−2,319−16.3%減碼歷史
AGNTAGNT, Inc.COM15,218$17.5 萬<0.1%−442−2.8%減碼歷史
HMYHarmony Gold Mining Co LtdADR22,296$18.3 萬<0.1%−617−2.7%減碼歷史
KTKT CorpSPONSORED ADR11,959$18.6 萬<0.1%+11,959新進歷史
ERICEricsson LM Telephone CoADR B SEK 1024,530$19.8 萬<0.1%+24,530新進歷史
HLNHaleon plcADR20,757$19.8 萬<0.1%−823−3.8%減碼歷史
ORLYO Reilly Automotive IncStock169$20.0 萬<0.1%+169新進歷史
TIGRUP Fintech Holding LtdSPONSORED ADS31,155$20.1 萬<0.1%+31,155新進歷史
OCOwens CorningStock1,188$20.2 萬<0.1%+3+0.3%加碼歷史
PORPortland General Electric CoCOM NEW4,650$20.3 萬<0.1%+4,650新進歷史
BABAAlibaba Group Holding LtdADR2,393$20.3 萬<0.1%+18+0.8%加碼歷史
TRVTravelers Companies, Inc.Stock845$20.4 萬<0.1%−23−2.6%減碼歷史
RSGRepublic Services, Inc.COM1,016$20.4 萬<0.1%+1,016新進歷史
DRIDarden Restaurants IncCOM1,097$20.5 萬<0.1%+1,097新進歷史
SEESealed Air CorpCOM6,085$20.6 萬<0.1%+141+2.4%加碼歷史
EMEEMCOR Group, Inc.Stock455$20.7 萬<0.1%+455新進歷史
GILDGilead Sciences, Inc.Stock2,242$20.7 萬<0.1%+2,242新進歷史
AYIAcuity Inc. (DE)Stock710$20.7 萬<0.1%+710新進歷史
PLNTPlanet Fitness, Inc.CL A2,124$21.0 萬<0.1%+2,124新進歷史
FIXComfort Systems USA IncCOM499$21.2 萬<0.1%+499新進歷史
PANWPalo Alto Networks IncStock1,168$21.3 萬<0.1%+1,168新進歷史
BRBroadridge Financial Solutions, Inc.Stock941$21.3 萬<0.1%−162−14.7%減碼歷史
TTDTrade Desk, Inc.Stock1,818$21.4 萬<0.1%−73−3.9%減碼歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR14,758$21.4 萬<0.1%−135−0.9%減碼歷史
PSAPublic StorageCOM716$21.5 萬<0.1%+716新進歷史
INFYInfosys LtdSPONSORED ADR9,794$21.5 萬<0.1%+9,794新進歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF7,723$21.5 萬<0.1%−4,833−38.5%減碼依 4 比 1 拆股換算–
VFCV F CorpStock10,052$21.6 萬<0.1%00.0%不變歷史
GTESGates Industrial Corp Ltd.ORD SHS10,505$21.6 萬<0.1%+10,505新進歷史
SNOWSnowflake Inc.Stock1,401$21.6 萬<0.1%+1,401新進歷史
XYZBlock, Inc.CL A2,550$21.7 萬<0.1%−691−21.3%減碼歷史
CWCurtiss Wright CorpStock611$21.7 萬<0.1%+611新進歷史
NINisource Inc.COM5,911$21.7 萬<0.1%−2,256−27.6%減碼歷史
ELEstee Lauder Companies IncCL A2,928$22.0 萬<0.1%+28+1.0%加碼歷史
WUWestern Union COStock20,874$22.1 萬<0.1%−117−0.6%減碼歷史
AWKAmerican Water Works Company, Inc.Stock1,786$22.2 萬<0.1%−1,742−49.4%減碼歷史
FTITechnipFMC plcCOM7,696$22.3 萬<0.1%+7,696新進歷史
ELSEquity Lifestyle Properties IncCOM3,360$22.4 萬<0.1%+101+3.1%加碼歷史
HDBHDFC Bank LtdSPONSORED ADS3,509$22.4 萬<0.1%+123+3.6%加碼歷史
GDDYGoDaddy Inc.CL A1,136$22.4 萬<0.1%+1,136新進歷史
ACADAcadia Pharmaceuticals IncCOM12,230$22.4 萬<0.1%+12,230新進歷史
KWRQuaker Chemical CorpCOM1,597$22.5 萬<0.1%−60−3.6%減碼歷史
KGCKinross Gold CorpCOM24,277$22.5 萬<0.1%+24,277新進歷史
OLEDUniversal Display CorpCOM1,544$22.6 萬<0.1%−34−2.2%減碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS10,292$22.7 萬<0.1%−188−1.8%減碼歷史
CICigna GroupStock825$22.8 萬<0.1%−2,301−73.6%減碼歷史
CFGCitizens Financial Group IncCOM5,215$22.8 萬<0.1%+60+1.2%加碼歷史
NXRTNexPoint Residential Trust, Inc.COM5,472$22.8 萬<0.1%−154−2.7%減碼歷史
KLACKLA CorpCOM NEW364$23.0 萬<0.1%−52−12.5%減碼歷史
MTRNMATERION CorpCOM2,328$23.0 萬<0.1%−34−1.4%減碼歷史
ENTGEntegris IncCOM2,326$23.0 萬<0.1%−223−8.7%減碼歷史
CHKPCheck Point Software Technologies LtdORD1,235$23.1 萬<0.1%+1,235新進歷史
DTEDte Energy CoCOM1,918$23.2 萬<0.1%+48+2.6%加碼歷史
MARMarriott International IncStock835$23.3 萬<0.1%+25+3.1%加碼歷史
CATCaterpillar IncStock645$23.4 萬<0.1%−770−54.4%減碼歷史
MUMicron Technology IncStock2,793$23.5 萬<0.1%+2,793新進歷史
TPRTapestry, Inc.COM3,605$23.6 萬<0.1%−16,419−82.0%減碼歷史
BIIBBiogen Inc.COM1,545$23.6 萬<0.1%−37−2.3%減碼歷史
BCBrunswick CorpCOM3,659$23.7 萬<0.1%−376−9.3%減碼歷史
VEEVVeeva Systems IncStock1,131$23.8 萬<0.1%−59−5.0%減碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT4,684$23.8 萬<0.1%+4,684新進歷史
ILMNIllumina, Inc.COM1,789$23.9 萬<0.1%+150+9.2%加碼歷史
HIGHartford Insurance Group, Inc.Stock2,197$24.0 萬<0.1%−1,140−34.2%減碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS9,359$24.1 萬<0.1%+9,359新進歷史
FISVFiserv IncStock1,175$24.1 萬<0.1%+1,175新進歷史
GMGeneral Motors CoCOM4,568$24.3 萬<0.1%+4,568新進歷史
CNXCConcentrix CorpStock5,646$24.4 萬<0.1%+1,718+43.7%加碼歷史
SNASnap-on IncCOM723$24.5 萬<0.1%+723新進歷史
TTETotalEnergies SESPONSORED ADS4,519$24.6 萬<0.1%+68+1.5%加碼歷史
PCGPG&E CorpStock12,213$24.6 萬<0.1%+12,213新進歷史
SHOEShoe Station Group IncCOM7,527$24.9 萬<0.1%−396−5.0%減碼歷史
JCIJohnson Controls International plcStock3,164$25.0 萬<0.1%+48+1.5%加碼歷史
DXCMDexcom IncCOM3,212$25.0 萬<0.1%+3,212新進歷史
GLOBGlobant S.A.COM1,169$25.1 萬<0.1%+12+1.0%加碼歷史
Cyberark Software LtdM2682V108SHS755$25.2 萬<0.1%+755新進–
EDConsolidated Edison IncStock2,821$25.2 萬<0.1%−348−11.0%減碼歷史
CMGChipotle Mexican Grill IncCOM4,222$25.5 萬0.1%+4,222新進歷史
KMIKinder Morgan, Inc.Stock9,346$25.6 萬0.1%+9,346新進歷史
IRMIron Mountain IncCOM2,446$25.7 萬0.1%−2,567−51.2%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,134$25.9 萬0.1%+384+5.7%加碼歷史
LDOSLeidos Holdings, Inc.COM1,799$25.9 萬0.1%+1,799新進歷史
KLICKulicke & Soffa Industries IncCOM5,576$26.0 萬0.1%+341+6.5%加碼歷史
LMTLockheed Martin CorpStock536$26.0 萬0.1%+4+0.8%加碼歷史
TAPMolson Coors Beverage CoCL B4,577$26.2 萬0.1%−335−6.8%減碼歷史
NTAPNetApp, Inc.Stock2,265$26.3 萬0.1%+167+8.0%加碼歷史
ALSNAllison Transmission Holdings IncStock2,436$26.3 萬0.1%−442−15.4%減碼歷史
LFUSLittelfuse IncCOM1,118$26.3 萬0.1%−29−2.5%減碼歷史
MUSAMurphy USA Inc.COM526$26.4 萬0.1%−24−4.4%減碼歷史
FCNCAFirst Citizens Bancshares IncCL A125$26.4 萬0.1%+125新進歷史
INTCIntel CorpStock13,198$26.5 萬0.1%−5,718−30.2%減碼歷史
CPKChesapeake Utilities CorpCOM2,182$26.5 萬0.1%−38−1.7%減碼歷史
DELLDell Technologies Inc.Stock2,300$26.5 萬0.1%−533−18.8%減碼歷史
UNFUnifirst CorpCOM1,551$26.5 萬0.1%+430+38.4%加碼歷史
UFPIUfp Industries IncCOM2,358$26.6 萬0.1%−49−2.0%減碼歷史
NETCloudflare, Inc.CL A COM2,472$26.6 萬0.1%+2,472新進歷史

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