跳到主要內容

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
State Street Industrial Select Sector SPDR ETF81369Y704ETF7,916$104.3 萬0.2%+1,373+21.0%加碼–
ABNBAirbnb, Inc.Stock7,911$104.0 萬0.2%−319−3.9%減碼歷史
Fidelity Covington Trust316092204MSCI CONSM DIS10,462$102.0 萬0.2%+476+4.8%加碼–
RBARB Global Inc.COM11,043$99.6 萬0.2%00.0%不變歷史
BWABorgwarner IncCOM31,159$99.1 萬0.2%+18,059+137.9%加碼歷史
EOGEOG Resources IncStock8,040$98.6 萬0.2%+4,254+112.4%加碼歷史
HONHoneywell International IncCOM4,321$97.6 萬0.2%−1,832−29.8%減碼歷史
Paramount Global92556H206CL B92,627$96.9 萬0.2%−3,645−3.8%減碼–
HCAHCA Healthcare, Inc.COM3,219$96.6 萬0.2%+2,389+287.8%加碼歷史
ACGLArch Capital Group Ltd.Stock10,324$95.3 萬0.2%−3,277−24.1%減碼歷史
BLKBlackRock, Inc.Stock911$93.4 萬0.2%+911新進歷史
PHParker-Hannifin CorpStock1,439$91.5 萬0.2%−82−5.4%減碼歷史
IBNIcici Bank LtdADR30,091$89.9 萬0.2%−4,991−14.2%減碼歷史
SLBSLB LimitedStock23,045$88.4 萬0.2%+23,045新進歷史
PEGPublic Service Enterprise Group IncCOM10,290$86.9 萬0.2%−1,100−9.7%減碼歷史
COPConocoPhillipsStock8,742$86.7 萬0.2%+1,362+18.5%加碼歷史
MDTMedtronic plcStock10,771$86.0 萬0.2%−424−3.8%減碼歷史
UBSUBS Group AGStock28,269$85.7 萬0.2%−309−1.1%減碼歷史
UHSUniversal Health Services IncCL B4,750$85.2 萬0.2%+4,750新進歷史
AMGNAmgen IncStock3,225$84.1 萬0.2%−121−3.6%減碼歷史
TEAMAtlassian CorpCL A3,452$84.0 萬0.2%−79−2.2%減碼歷史
CCitigroup IncStock11,856$83.5 萬0.2%+1,195+11.2%加碼歷史
SCHWSchwab Charles CorpStock11,236$83.2 萬0.2%+130+1.2%加碼歷史
AMATApplied Materials IncStock5,098$82.9 萬0.2%+90+1.8%加碼歷史
VLOValero Energy CorpStock6,722$82.4 萬0.2%+43+0.6%加碼歷史
WFCWells Fargo & CompanyStock11,674$82.0 萬0.2%−5,291−31.2%減碼歷史
PMPhilip Morris International Inc.Stock6,637$79.9 萬0.2%+136+2.1%加碼歷史
DHRDanaher CorpStock3,465$79.5 萬0.2%+42+1.2%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF13,708$78.7 萬0.2%+60+0.4%加碼–
WCNWaste Connections, Inc.COM4,584$78.7 萬0.2%−377−7.6%減碼歷史
MPCMarathon Petroleum CorpStock5,585$77.9 萬0.2%−1,316−19.1%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,661$77.8 萬0.2%−232−6.0%減碼歷史
MCOMoodys CorpStock1,641$77.7 萬0.2%−158−8.8%減碼歷史
RLRalph Lauren CorpCL A3,355$77.5 萬0.2%−618−15.6%減碼歷史
MSMorgan StanleyStock6,160$77.4 萬0.2%−134−2.1%減碼歷史
MCDMcDonalds CorpStock2,666$77.3 萬0.2%+121+4.8%加碼歷史
BXBlackstone Inc.COM4,474$77.1 萬0.2%+845+23.3%加碼歷史
MCHPMicrochip Technology IncStock13,450$77.1 萬0.2%+6,361+89.7%加碼歷史
MELIMercadolibre IncCOM452$76.9 萬0.2%+7+1.6%加碼歷史
CFCF Industries Holdings, Inc.COM8,857$75.6 萬0.1%−1,293−12.7%減碼歷史
PAYCPaycom Software, Inc.Stock3,685$75.5 萬0.1%−880−19.3%減碼歷史
iShares Russell 2000 ETF464287655ETF3,412$75.4 萬0.1%+40+1.2%加碼–
IPGInterpublic Group of Companies, Inc.COM26,872$75.3 萬0.1%+26,872新進歷史
STESTERIS plcSHS USD3,656$75.1 萬0.1%−379−9.4%減碼歷史
NOCNorthrop Grumman CorpStock1,601$75.1 萬0.1%+714+80.5%加碼歷史
PLTRPalantir Technologies Inc.Stock9,920$75.0 萬0.1%+1,849+22.9%加碼歷史
HPQHP IncStock22,844$74.5 萬0.1%+22,844新進歷史
XYLXylem Inc.COM6,425$74.5 萬0.1%+39+0.6%加碼歷史
ADMArcher-Daniels-Midland CoStock14,725$74.4 萬0.1%+14,725新進歷史
COFCapital One Financial CorpStock4,163$74.2 萬0.1%+644+18.3%加碼歷史
CSCOCisco Systems, Inc.Stock12,473$73.8 萬0.1%−7,824−38.5%減碼歷史
APDAir Products & Chemicals, Inc.Stock2,543$73.7 萬0.1%−114−4.3%減碼歷史
PEPPepsiCo IncStock4,839$73.6 萬0.1%−1,055−17.9%減碼歷史
NEENextera Energy IncStock10,236$73.4 萬0.1%+3,637+55.1%加碼歷史
PNCPNC Financial Services Group, Inc.Stock3,804$73.4 萬0.1%+234+6.6%加碼歷史
CPNGCoupang, Inc.CL A33,230$73.0 萬0.1%−145−0.4%減碼歷史
USBUS Bancorp DECOM NEW15,224$72.8 萬0.1%−907−5.6%減碼歷史
APPAppLovin CorpCOM CL A2,228$72.2 萬0.1%−669−23.1%減碼歷史
TXNTexas Instruments IncStock3,798$71.2 萬0.1%+276+7.8%加碼歷史
ARESAres Management CorpCL A COM STK3,954$70.0 萬0.1%−394−9.1%減碼歷史
CSGPCostar Group, Inc.COM9,653$69.1 萬0.1%+6,979+261.0%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM11,963$68.8 萬0.1%+2,925+32.4%加碼–
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,917$68.0 萬0.1%−503−11.4%減碼歷史
APTVAptiv PLCStock11,193$67.7 萬0.1%+11,193新進歷史
ISRGIntuitive Surgical IncCOM NEW1,287$67.2 萬0.1%+15+1.2%加碼歷史
EPDEnterprise Products Partners L.P.Stock21,340$66.9 萬0.1%−270−1.2%減碼歷史
LKQLKQ CorpCOM18,045$66.3 萬0.1%+18,045新進歷史
DUKDuke Energy CORPStock6,115$65.9 萬0.1%+445+7.8%加碼歷史
DISWalt Disney CoStock5,901$65.7 萬0.1%+293+5.2%加碼歷史
HSTHost Hotels & Resorts, Inc.COM37,492$65.7 萬0.1%+37,492新進歷史
CTVACorteva, Inc.Stock11,407$65.0 萬0.1%−19−0.2%減碼歷史
GISGeneral Mills IncStock10,187$65.0 萬0.1%+10,187新進歷史
NXPINXP Semiconductors N.V.COM3,120$64.8 萬0.1%+252+8.8%加碼歷史
OMCOmnicom Group Inc.COM7,534$64.8 萬0.1%+7,534新進歷史
YUMYum Brands IncStock4,789$64.3 萬0.1%+23+0.5%加碼歷史
EXPEExpedia Group, Inc.Stock3,437$64.0 萬0.1%−504−12.8%減碼歷史
HESHess CorpStock4,803$63.9 萬0.1%−1,250−20.7%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
ITGartner IncCOM1,308$63.4 萬0.1%−434−24.9%減碼歷史
TJXTJX Companies IncStock4,888$59.1 萬0.1%+126+2.6%加碼歷史
ETNEaton Corp plcStock1,775$58.9 萬0.1%+64+3.7%加碼歷史
LRCXLam Research CorpStock8,073$58.3 萬0.1%+8,073新進歷史
STZConstellation Brands, Inc.Stock2,626$58.0 萬0.1%+13+0.5%加碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS48,670$57.0 萬0.1%+1,288+2.7%加碼歷史
PGRProgressive CorpStock2,353$56.4 萬0.1%+386+19.6%加碼歷史
VOYAVoya Financial, Inc.COM8,033$55.3 萬0.1%−293−3.5%減碼歷史
BGBunge Global SACOM SHS7,081$55.1 萬0.1%+7,081新進歷史
ECLEcolab Inc.Stock2,342$54.9 萬0.1%+37+1.6%加碼歷史
CORCencora, Inc.Stock2,436$54.7 萬0.1%+309+14.5%加碼歷史
DEODiageo PLCSPON ADR NEW4,276$54.4 萬0.1%+2,833+196.3%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
EHCEncompass Health CorpCOM5,809$53.6 萬0.1%+48+0.8%加碼歷史
CTRACoterra Energy Inc.Stock20,967$53.5 萬0.1%−9,273−30.7%減碼歷史
BNYBank of New York Mellon CorpStock6,910$53.1 萬0.1%+2,263+48.7%加碼歷史
ADIAnalog Devices IncStock2,471$52.5 萬0.1%+23+0.9%加碼歷史
INCYIncyte CorpCOM7,552$52.2 萬0.1%+17+0.2%加碼歷史
DDDuPont de Nemours, Inc.COM6,809$51.9 萬0.1%−474−6.5%減碼歷史
USPHU S Physical Therapy IncCOM5,811$51.6 萬0.1%+592+11.3%加碼歷史
AJGArthur J. Gallagher & Co.COM1,814$51.5 萬0.1%+239+15.2%加碼歷史
CEGConstellation Energy CorpStock2,284$51.1 萬0.1%−174−7.1%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