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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
BKNGBooking Holdings Inc.Stock54$26.8 萬0.1%−19−26.0%減碼歷史
NSSCNapco Security Technologies, IncStock7,617$27.1 萬0.1%−407−5.1%減碼歷史
CBOECboe Global Markets, Inc.COM1,386$27.1 萬0.1%−492−26.2%減碼歷史
INGING Groep NVSPONSORED ADR17,294$27.1 萬0.1%−310−1.8%減碼歷史
FTNTFortinet, Inc.Stock2,902$27.4 萬0.1%+2,902新進歷史
GRMNGarmin LtdSHS1,331$27.5 萬0.1%+1,331新進歷史
LSTRLandstar System IncCOM1,617$27.8 萬0.1%−40−2.4%減碼歷史
DOVDOVER CorpCOM1,485$27.9 萬0.1%−2−0.1%減碼歷史
FDXFedEx CorpStock994$28.0 萬0.1%+147+17.4%加碼歷史
PSMTPricesmart IncCOM3,036$28.0 萬0.1%+140+4.8%加碼歷史
AMDAdvanced Micro Devices IncStock2,322$28.0 萬0.1%−351−13.1%減碼歷史
CFRCullen/Frost Bankers, Inc.COM2,091$28.1 萬0.1%+283+15.7%加碼歷史
TRNOTerreno Realty CorpCOM4,754$28.1 萬0.1%−116−2.4%減碼歷史
CMECME Group Inc.COM1,213$28.2 萬0.1%−395−24.6%減碼歷史
AESIAtlas Energy Solutions Inc.COM NEW12,750$28.3 萬0.1%+3,135+32.6%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock2,686$28.4 萬0.1%+72+2.8%加碼歷史
VRNAVerona Pharma plcSPONSORED ADS6,109$28.4 萬0.1%+6,109新進歷史
POWIPower Integrations IncCOM4,607$28.4 萬0.1%−473−9.3%減碼歷史
WINGWingstop Inc.COM1,011$28.7 萬0.1%+12+1.2%加碼歷史
CGNXCognex CorpCOM8,030$28.8 萬0.1%−465−5.5%減碼歷史
TTEKTetra Tech IncCOM7,228$28.8 萬0.1%−1,067−12.9%減碼歷史
WWDWoodward, Inc.COM1,737$28.9 萬0.1%+1,737新進歷史
BAXBaxter International IncStock9,968$29.1 萬0.1%+375+3.9%加碼歷史
MTDRMatador Resources CoCOM5,204$29.3 萬0.1%+5,204新進歷史
VRTVertiv Holdings CoCOM CL A2,588$29.4 萬0.1%+23+0.9%加碼歷史
CDNSCadence Design Systems IncStock981$29.5 萬0.1%−74−7.0%減碼歷史
LULUlululemon athletica inc.Stock772$29.5 萬0.1%+772新進歷史
RMDResmed IncCOM1,291$29.5 萬0.1%+1,291新進歷史
QFINQfin Holdings, Inc.AMERICAN DEP7,705$29.6 萬0.1%−219−2.8%減碼歷史
PLDPrologis, Inc.REIT2,808$29.7 萬0.1%−917−24.6%減碼歷史
AKAMAkamai Technologies IncCOM3,109$29.7 萬0.1%+892+40.2%加碼歷史
LKFNLakeland Financial CorpCOM4,345$29.9 萬0.1%−219−4.8%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,286$29.9 萬0.1%+5+0.2%加碼–
DHIHorton D R IncCOM2,139$29.9 萬0.1%−3,391−61.3%減碼歷史
iShares Inc46434G764MSCI EMRG CHN5,427$30.1 萬0.1%−317−5.5%減碼–
AEPAmerican Electric Power Co IncStock3,266$30.1 萬0.1%−1,102−25.2%減碼歷史
FSVFirstService CorpCOM1,665$30.1 萬0.1%−103−5.8%減碼歷史
MFCManulife Financial CorpCOM9,915$30.4 萬0.1%−781−7.3%減碼歷史
UTZUtz Brands, Inc.COM CL A19,464$30.5 萬0.1%−978−4.8%減碼歷史
SNPSSynopsys IncCOM629$30.5 萬0.1%+6+1.0%加碼歷史
VTRVentas, Inc.REIT5,186$30.5 萬0.1%+172+3.4%加碼歷史
iShares Russell Midcap ETF464287499ETF3,475$30.7 萬0.1%+3,475新進–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,879$30.8 萬0.1%−12−0.4%減碼–
SHELShell plcADR4,911$30.8 萬0.1%−851−14.8%減碼歷史
WMBWilliams Companies, Inc.COM5,689$30.8 萬0.1%−3−0.1%減碼歷史
VSTVistra Corp.Stock2,238$30.9 萬0.1%+424+23.4%加碼歷史
BUDAnheuser-Busch InBev SA/NVADR6,175$30.9 萬0.1%+70+1.1%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C1,575$31.0 萬0.1%−54−3.3%減碼歷史
PRGOPERRIGO Co plcSHS12,098$31.1 萬0.1%−589−4.6%減碼歷史
IFFInternational Flavors & Fragrances IncCOM3,690$31.2 萬0.1%+40+1.1%加碼歷史
TROWPrice T Rowe Group IncStock2,760$31.2 萬0.1%+77+2.9%加碼歷史
iShares Tr464288281JPMORGAN USD EMG3,537$31.5 萬0.1%−70−1.9%減碼–
UMHUmh Properties, Inc.COM16,694$31.5 萬0.1%−748−4.3%減碼歷史
METMetlife IncStock3,857$31.6 萬0.1%−348−8.3%減碼歷史
EGEverest Group, Ltd.COM872$31.6 萬0.1%−105−10.7%減碼歷史
MNSTMonster Beverage CorpCOM6,042$31.8 萬0.1%+2,069+52.1%加碼歷史
CPBCAMPBELL'S CoCOM7,656$32.1 萬0.1%−619−7.5%減碼歷史
AMTAmerican Tower CorpREIT1,749$32.1 萬0.1%+276+18.7%加碼歷史
KHCKraft Heinz CoStock10,456$32.1 萬0.1%+1,088+11.6%加碼歷史
RGAReinsurance Group of America IncCOM NEW1,518$32.4 萬0.1%−90−5.6%減碼歷史
GNRCGenerac Holdings Inc.Stock2,097$32.5 萬0.1%+102+5.1%加碼歷史
TFCTruist Financial CorpCOM7,508$32.6 萬0.1%+94+1.3%加碼歷史
EFXEquifax IncCOM1,280$32.6 萬0.1%+26+2.1%加碼歷史
EMBJEmbraer S.A.ADR8,901$32.6 萬0.1%+87+1.0%加碼歷史
CHEChemed CorpCOM618$32.8 萬0.1%+62+11.2%加碼歷史
NUENucor CorpCOM2,813$32.8 萬0.1%−3,437−55.0%減碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,225$32.9 萬0.1%−109−2.5%減碼–
CRAICra International, Inc.COM1,761$33.0 萬0.1%−106−5.7%減碼歷史
NOGNorthern Oil & Gas, Inc.COM8,944$33.2 萬0.1%−336−3.6%減碼歷史
NXSTNexstar Media Group, Inc.COMMON STOCK2,111$33.3 萬0.1%−273−11.5%減碼歷史
ZBRAZebra Technologies CorpCL A867$33.5 萬0.1%−51−5.6%減碼歷史
SPGIS&P Global Inc.Stock674$33.6 萬0.1%+20+3.1%加碼歷史
TELTE Connectivity plcStock2,353$33.6 萬0.1%−129−5.2%減碼歷史
BWXTBWX Technologies, Inc.COM3,044$33.9 萬0.1%−152−4.8%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,022$34.0 萬0.1%+1,090+22.1%加碼–
BAHBooz Allen Hamilton Holding CorpCL A2,647$34.1 萬0.1%−715−21.3%減碼歷史
ALLAllstate CorpStock1,772$34.2 萬0.1%+1,772新進歷史
SPDR Series Trust78468R408ST TERM HIGH ETF13,589$34.3 萬0.1%+313+2.4%加碼–
KMXCarMax IncCOM4,205$34.4 萬0.1%−2,011−32.4%減碼歷史
WMWaste Management IncStock1,715$34.6 萬0.1%−39−2.2%減碼歷史
GLWCorning IncCOM7,309$34.7 萬0.1%+1,911+35.4%加碼歷史
ALSumisho Air Lease CorpCL A7,207$34.7 萬0.1%−167−2.3%減碼歷史
ADSKAutodesk, Inc.COM1,178$34.8 萬0.1%+20+1.7%加碼歷史
DECKDeckers Outdoor CorpCOM1,715$34.8 萬0.1%−49−2.8%減碼歷史
CASYCaseys General Stores IncCOM880$34.9 萬0.1%−59−6.3%減碼歷史
TMUST-Mobile US, Inc.Stock1,583$34.9 萬0.1%+455+40.3%加碼歷史
BF.BBrown Forman CorpStock9,258$35.2 萬0.1%+9,258新進歷史
RCLRoyal Caribbean Cruises LtdCOM1,536$35.4 萬0.1%+103+7.2%加碼歷史
MDLZMondelez International, Inc.Stock5,964$35.6 萬0.1%−421−6.6%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR36,692$35.7 萬0.1%+427+1.2%加碼歷史
PAMPampa Energy Inc.SPONS ADR LVL I4,092$36.0 萬0.1%−89−2.1%減碼歷史
HXLHexcel CorpCOM5,775$36.2 萬0.1%−681−10.5%減碼歷史
MSIMotorola Solutions, Inc.Stock784$36.2 萬0.1%+126+19.1%加碼歷史
SNDRSchneider National, Inc.CL B12,381$36.3 萬0.1%−92−0.7%減碼歷史
WABWestinghouse Air Brake Technologies CorpStock1,917$36.3 萬0.1%+54+2.9%加碼歷史
HOMBHome Bancshares IncCOM12,901$36.5 萬0.1%−498−3.7%減碼歷史
KMBKimberly Clark CorpStock2,802$36.7 萬0.1%−52−1.8%減碼歷史
MMM3M CoStock2,847$36.7 萬0.1%−637−18.3%減碼歷史
PKGPackaging Corp of AmericaStock1,633$36.8 萬0.1%+1,633新進歷史
UPSUnited Parcel Service IncStock2,948$37.2 萬0.1%−199−6.3%減碼歷史

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