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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
SBUXStarbucks CorpStock4,103$37.4 萬0.1%−17−0.4%減碼歷史
KNSLKinsale Capital Group, Inc.Stock808$37.6 萬0.1%−24−2.9%減碼歷史
APHAmphenol CorpCL A5,423$37.7 萬0.1%+1,287+31.1%加碼歷史
ATOAtmos Energy CorpCOM2,730$38.0 萬0.1%+18+0.7%加碼歷史
TSNTyson Foods, Inc.Stock6,671$38.3 萬0.1%−533−7.4%減碼歷史
RELXRELX PLCSPONSORED ADR8,508$38.6 萬0.1%+172+2.1%加碼歷史
TDYTeledyne Technologies IncCOM834$38.7 萬0.1%−6−0.7%減碼歷史
iShares Tips Bond ETF464287176ETF3,641$38.8 萬0.1%+3,641新進–
CBTCabot CorpCOM4,285$39.1 萬0.1%+137+3.3%加碼歷史
iShares Tr4642874571 3 YR TREAS BD4,783$39.2 萬0.1%+4,783新進–
CNSCohen & Steers, Inc.COM4,249$39.2 萬0.1%−288−6.3%減碼歷史
GSKGSK plcADR11,724$39.7 萬0.1%+626+5.6%加碼歷史
XELXcel Energy IncStock5,934$40.1 萬0.1%+163+2.8%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,909$40.1 萬0.1%−5−0.3%減碼歷史
DGXQuest Diagnostics IncCOM2,662$40.2 萬0.1%+3+0.1%加碼歷史
WELLWelltower Inc.REIT3,186$40.2 萬0.1%−614−16.2%減碼歷史
PYPLPayPal Holdings, Inc.Stock4,739$40.4 萬0.1%+11+0.2%加碼歷史
RPMRPM International IncCOM3,309$40.7 萬0.1%+36+1.1%加碼歷史
LMATLemaitre Vascular IncCOM4,439$40.9 萬0.1%−92−2.0%減碼歷史
ALCAlcon IncStock4,857$41.2 萬0.1%−70−1.4%減碼歷史
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT7,602$41.3 萬0.1%00.0%不變–
MLMMartin Marietta Materials IncCOM800$41.3 萬0.1%−2−0.2%減碼歷史
BCSBarclays PLCADR31,865$42.3 萬0.1%−1,291−3.9%減碼歷史
TTTrane Technologies plcSHS1,153$42.6 萬0.1%+27+2.4%加碼歷史
BMAMacro Bank Inc.SPON ADR B4,415$42.7 萬0.1%−88−2.0%減碼歷史
YPFYpf Sociedad AnonimaSPON ADR CL D10,058$42.8 萬0.1%−5,613−35.8%減碼歷史
UBERUber Technologies, IncStock7,096$42.8 萬0.1%+1,024+16.9%加碼歷史
VRTXVertex Pharmaceuticals IncStock1,067$43.0 萬0.1%+380+55.3%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF1,054$43.3 萬0.1%+366+53.2%加碼–
SPGSimon Property Group Inc.REIT2,516$43.3 萬0.1%−6,140−70.9%減碼歷史
WisdomTree Tr97717W422INDIA ERNGS FD9,666$43.8 萬0.1%00.0%不變–
BPBP PLCADR14,861$43.9 萬0.1%−591−3.8%減碼歷史
PPGPPG Industries IncStock3,699$44.2 萬0.1%−930−20.1%減碼歷史
CVSCVS Health CorpStock10,020$45.0 萬0.1%−16,691−62.5%減碼歷史
WBDWarner Bros. Discovery, Inc.Stock42,935$45.4 萬0.1%+1,174+2.8%加碼歷史
EMREmerson Electric CoStock3,677$45.6 萬0.1%−2,602−41.4%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM4,578$46.1 萬0.1%−1,356−22.9%減碼歷史
BDXBecton Dickinson & CoStock2,034$46.1 萬0.1%−39−1.9%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM61,516$46.3 萬0.1%−215−0.3%減碼歷史
ANSSAnsys IncCOM1,372$46.3 萬0.1%+12+0.9%加碼歷史
GGALGrupo Financiero Galicia SASPONSORED ADR7,430$46.3 萬0.1%−132−1.7%減碼歷史
AIGAmerican International Group, Inc.Stock6,414$46.7 萬0.1%+524+8.9%加碼歷史
UNPUnion Pacific CorpStock2,075$47.3 萬0.1%−73−3.4%減碼歷史
SBACSba Communications CorpCL A2,324$47.4 萬0.1%+217+10.3%加碼歷史
SXIStandex International CorpCOM2,539$47.5 萬0.1%−172−6.3%減碼歷史
NVSNovartis AGADR4,908$47.8 萬0.1%−92−1.8%減碼歷史
ENBEnbridge IncStock11,317$48.0 萬0.1%+18+0.2%加碼歷史
ADPAutomatic Data Processing IncStock1,650$48.3 萬0.1%+326+24.6%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock1,415$48.4 萬0.1%−36−2.5%減碼歷史
VMIValmont Industries IncCOM1,580$48.5 萬0.1%−48−2.9%減碼歷史
ENSGEnsign Group, IncCOM3,662$48.7 萬0.1%−319−8.0%減碼歷史
HLNEHamilton Lane INCCL A3,298$48.8 萬0.1%−380−10.3%減碼歷史
DEDeere & CoStock1,156$49.0 萬0.1%+106+10.1%加碼歷史
TNLTravel & Leisure Co.COM9,733$49.1 萬0.1%−836−7.9%減碼歷史
GEVGE Vernova Inc.Stock1,511$49.7 萬0.1%−127−7.8%減碼歷史
ANETArista Networks, Inc.Stock4,506$49.8 萬0.1%+74+1.7%加碼依 4 比 1 拆股換算歷史
CNQCanadian Natural Resources LtdCOM16,286$50.3 萬0.1%−192−1.2%減碼歷史
CEGConstellation Energy CorpStock2,284$51.1 萬0.1%−174−7.1%減碼歷史
AJGArthur J. Gallagher & Co.COM1,814$51.5 萬0.1%+239+15.2%加碼歷史
USPHU S Physical Therapy IncCOM5,811$51.6 萬0.1%+592+11.3%加碼歷史
DDDuPont de Nemours, Inc.COM6,809$51.9 萬0.1%−474−6.5%減碼歷史
INCYIncyte CorpCOM7,552$52.2 萬0.1%+17+0.2%加碼歷史
ADIAnalog Devices IncStock2,471$52.5 萬0.1%+23+0.9%加碼歷史
BNYBank of New York Mellon CorpStock6,910$53.1 萬0.1%+2,263+48.7%加碼歷史
CTRACoterra Energy Inc.Stock20,967$53.5 萬0.1%−9,273−30.7%減碼歷史
EHCEncompass Health CorpCOM5,809$53.6 萬0.1%+48+0.8%加碼歷史
NUNu Holdings Ltd.ORD SHS CL A52,022$53.9 萬0.1%−10,122−16.3%減碼歷史
DEODiageo PLCSPON ADR NEW4,276$54.4 萬0.1%+2,833+196.3%加碼歷史
CORCencora, Inc.Stock2,436$54.7 萬0.1%+309+14.5%加碼歷史
ECLEcolab Inc.Stock2,342$54.9 萬0.1%+37+1.6%加碼歷史
BGBunge Global SACOM SHS7,081$55.1 萬0.1%+7,081新進歷史
VOYAVoya Financial, Inc.COM8,033$55.3 萬0.1%−293−3.5%減碼歷史
PGRProgressive CorpStock2,353$56.4 萬0.1%+386+19.6%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS48,670$57.0 萬0.1%+1,288+2.7%加碼歷史
STZConstellation Brands, Inc.Stock2,626$58.0 萬0.1%+13+0.5%加碼歷史
LRCXLam Research CorpStock8,073$58.3 萬0.1%+8,073新進歷史
ETNEaton Corp plcStock1,775$58.9 萬0.1%+64+3.7%加碼歷史
TJXTJX Companies IncStock4,888$59.1 萬0.1%+126+2.6%加碼歷史
ITGartner IncCOM1,308$63.4 萬0.1%−434−24.9%減碼歷史
SONYSony Group CorpSPONSORED ADR29,987$63.5 萬0.1%+962+3.3%加碼依 5 比 1 拆股換算歷史
HESHess CorpStock4,803$63.9 萬0.1%−1,250−20.7%減碼歷史
EXPEExpedia Group, Inc.Stock3,437$64.0 萬0.1%−504−12.8%減碼歷史
YUMYum Brands IncStock4,789$64.3 萬0.1%+23+0.5%加碼歷史
OMCOmnicom Group Inc.COM7,534$64.8 萬0.1%+7,534新進歷史
NXPINXP Semiconductors N.V.COM3,120$64.8 萬0.1%+252+8.8%加碼歷史
GISGeneral Mills IncStock10,187$65.0 萬0.1%+10,187新進歷史
CTVACorteva, Inc.Stock11,407$65.0 萬0.1%−19−0.2%減碼歷史
HSTHost Hotels & Resorts, Inc.COM37,492$65.7 萬0.1%+37,492新進歷史
DISWalt Disney CoStock5,901$65.7 萬0.1%+293+5.2%加碼歷史
DUKDuke Energy CORPStock6,115$65.9 萬0.1%+445+7.8%加碼歷史
LKQLKQ CorpCOM18,045$66.3 萬0.1%+18,045新進歷史
EPDEnterprise Products Partners L.P.Stock21,340$66.9 萬0.1%−270−1.2%減碼歷史
ISRGIntuitive Surgical IncCOM NEW1,287$67.2 萬0.1%+15+1.2%加碼歷史
APTVAptiv PLCStock11,193$67.7 萬0.1%+11,193新進歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,917$68.0 萬0.1%−503−11.4%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM11,963$68.8 萬0.1%+2,925+32.4%加碼–
CSGPCostar Group, Inc.COM9,653$69.1 萬0.1%+6,979+261.0%加碼歷史
ARESAres Management CorpCL A COM STK3,954$70.0 萬0.1%−394−9.1%減碼歷史
TXNTexas Instruments IncStock3,798$71.2 萬0.1%+276+7.8%加碼歷史
APPAppLovin CorpCOM CL A2,228$72.2 萬0.1%−669−23.1%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