Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/30 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 448
- 較 2024 年第 4 季 −9
- 總值
- $4.93 億
- 較 2024 年第 4 季 −$1,566 萬 (−3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 193,555 | $5,845 萬 | 11.9% | −198−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,242 | $2,427 萬 | 4.9% | −375−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 64,884 | $1,234 萬 | 2.5% | −2,481−3.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,837 | $1,195 萬 | 2.4% | +959+3.1% | 加碼 | 歷史 |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 339,375 | $1,135 萬 | 2.3% | −25,973−7.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 57,151 | $883.8 萬 | 1.8% | +935+1.7% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 111,103 | $772.4 萬 | 1.6% | +111,103 | 新進 | – |
| ITTItt Inc. | COM | 59,310 | $766.0 萬 | 1.6% | −174−0.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 61,547 | $667.0 萬 | 1.4% | +7,007+12.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39,951 | $624.2 萬 | 1.3% | −1,838−4.4% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 204,016 | $570.4 萬 | 1.2% | +3,349+1.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,193 | $542.8 萬 | 1.1% | +227+2.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,383 | $524.9 萬 | 1.1% | +472+5.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,128 | $495.1 萬 | 1.0% | +437+3.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 53,822 | $483.1 萬 | 1.0% | −406−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,593 | $416.2 萬 | 0.8% | +42+0.6% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 50,058 | $394.9 萬 | 0.8% | +2,628+5.5% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 94,302 | $374.3 萬 | 0.8% | −32,392−25.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 12,158 | $350.3 萬 | 0.7% | +16+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,261 | $348.0 萬 | 0.7% | +1,534+5.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,177 | $345.0 萬 | 0.7% | +875+26.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 72,813 | $330.3 萬 | 0.7% | −2,370−3.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,386 | $321.0 萬 | 0.7% | +1,937+18.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,461 | $314.8 萬 | 0.6% | +359+7.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,014 | $301.4 萬 | 0.6% | +507+2.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 11,060 | $297.6 萬 | 0.6% | −295−2.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 48,821 | $293.0 萬 | 0.6% | +611+1.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,027 | $282.3 萬 | 0.6% | −656−17.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 20,006 | $279.7 萬 | 0.6% | +2,656+15.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 16,158 | $275.6 萬 | 0.6% | +1,846+12.9% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,877 | $269.2 萬 | 0.5% | +13+0.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,810 | $262.4 萬 | 0.5% | −27−0.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,428 | $254.5 萬 | 0.5% | +116+2.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 17,560 | $232.9 萬 | 0.5% | +84+0.5% | 加碼 | 歷史 |
| AONAon plc | CL A | 5,784 | $230.8 萬 | 0.5% | +2,510+76.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 81,510 | $230.5 萬 | 0.5% | −177−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,383 | $229.6 萬 | 0.5% | +224+5.4% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 17,546 | $229.5 萬 | 0.5% | −1,549−8.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,320 | $228.6 萬 | 0.5% | −143−1.5% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 8,357 | $224.3 萬 | 0.5% | −964−10.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 16,724 | $221.5 萬 | 0.4% | +248+1.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,763 | $221.0 萬 | 0.4% | −33−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,214 | $219.1 萬 | 0.4% | +526+4.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 85,164 | $215.8 萬 | 0.4% | +60+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 33,139 | $202.1 萬 | 0.4% | −4,833−12.7% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,118 | $191.5 萬 | 0.4% | +170+5.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 50,321 | $185.7 萬 | 0.4% | −2,673−5.0% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 14,047 | $183.3 萬 | 0.4% | −1,560−10.0% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 17,656 | $180.5 萬 | 0.4% | −34−0.2% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 25,720 | $178.6 萬 | 0.4% | −1,411−5.2% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 23,972 | $170.6 萬 | 0.3% | +27+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,118 | $170.3 萬 | 0.3% | +143+4.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 17,653 | $168.6 萬 | 0.3% | −1,687−8.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,375 | $167.9 萬 | 0.3% | +51+1.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,457 | $166.4 萬 | 0.3% | +781+4.7% | 加碼 | – |
| ACNAccenture plc | Stock | 5,301 | $165.4 萬 | 0.3% | −710−11.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,861 | $165.1 萬 | 0.3% | −806−7.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,745 | $164.6 萬 | 0.3% | +1,910+11.3% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 18,343 | $163.2 萬 | 0.3% | +1,736+10.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,504 | $161.7 萬 | 0.3% | +1,035+18.9% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 22,002 | $161.7 萬 | 0.3% | +704+3.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 21,854 | $156.5 萬 | 0.3% | +1,733+8.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,955 | $155.6 萬 | 0.3% | −541−21.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,347 | $153.9 萬 | 0.3% | −171−2.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 36,838 | $153.7 萬 | 0.3% | +2,779+8.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 82,034 | $152.5 萬 | 0.3% | −157−0.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,259 | $152.5 萬 | 0.3% | +707+8.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,767 | $150.0 萬 | 0.3% | +197+2.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 3,163 | $147.3 萬 | 0.3% | +47+1.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,519 | $143.6 萬 | 0.3% | +167+12.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,126 | $143.1 萬 | 0.3% | +139+7.0% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,113 | $142.4 萬 | 0.3% | −799−10.1% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,512 | $138.2 萬 | 0.3% | −174−6.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,899 | $134.6 萬 | 0.3% | +101+1.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 20,450 | $129.7 萬 | 0.3% | +121+0.6% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,511 | $128.7 萬 | 0.3% | −441−7.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,554 | $128.3 萬 | 0.3% | +3,554 | 新進 | – |
| DDominion Energy, Inc | Stock | 22,841 | $128.1 萬 | 0.3% | −422−1.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,880 | $127.6 萬 | 0.3% | +53+0.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,167 | $122.6 萬 | 0.2% | −333−13.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,831 | $121.3 萬 | 0.2% | +213+13.2% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 2,831 | $121.1 萬 | 0.2% | −59−2.0% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 14,312 | $116.9 萬 | 0.2% | −218−1.5% | 減碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,828 | $115.9 萬 | 0.2% | −24−1.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 14,489 | $114.2 萬 | 0.2% | −260−1.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 4,885 | $113.9 萬 | 0.2% | +18+0.4% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,781 | $113.6 萬 | 0.2% | +7,781 | 新進 | – |
| HDHome Depot, Inc. | Stock | 3,030 | $111.1 萬 | 0.2% | −36−1.2% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 11,053 | $110.9 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,277 | $107.9 萬 | 0.2% | +1,535+17.6% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,228 | $107.8 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,506 | $106.7 萬 | 0.2% | −105−2.3% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,392 | $106.6 萬 | 0.2% | −3,132−12.8% | 減碼 | – |
| NKENIKE, Inc. | Stock | 16,744 | $106.3 萬 | 0.2% | −1,476−8.1% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 15,108 | $106.1 萬 | 0.2% | −2,206−12.7% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,614 | $104.4 萬 | 0.2% | +843+7.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,378 | $101.1 萬 | 0.2% | +3,905+31.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,391 | $100.0 萬 | 0.2% | +848+33.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 509 | $99.3 萬 | 0.2% | +57+12.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,254 | $99.3 萬 | 0.2% | −383−5.8% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（52 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 116,090 | $681.4 萬 | 1.3% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,837 | $112.5 萬 | 0.2% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 26,353 | $107.2 萬 | 0.2% | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 10,462 | $102.0 萬 | 0.2% | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,917 | $68.0 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 9,666 | $43.8 萬 | 0.1% | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 7,602 | $41.3 萬 | 0.1% | – |
| PKGPackaging Corp of America | Stock | 1,633 | $36.8 萬 | 0.1% | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,917 | $36.3 萬 | 0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 1,715 | $34.8 萬 | 0.1% | 歷史 |
| ALLAllstate Corp | Stock | 1,772 | $34.2 萬 | 0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 867 | $33.5 萬 | 0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,225 | $32.9 萬 | 0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,537 | $31.5 萬 | 0.1% | – |
| VSTVistra Corp. | Stock | 2,238 | $30.9 萬 | 0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,475 | $30.7 萬 | 0.1% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,427 | $30.1 萬 | 0.1% | – |
| AKAMAkamai Technologies Inc | COM | 3,109 | $29.7 萬 | 0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 772 | $29.5 萬 | 0.1% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,588 | $29.4 萬 | 0.1% | 歷史 |
| WWDWoodward, Inc. | COM | 1,737 | $28.9 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 994 | $28.0 萬 | 0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 17,294 | $27.1 萬 | 0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,386 | $27.1 萬 | 0.1% | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 7,617 | $27.1 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,300 | $26.5 萬 | 0.1% | 歷史 |
| LFUSLittelfuse Inc | COM | 1,118 | $26.3 萬 | 0.1% | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 2,436 | $26.3 萬 | 0.1% | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 5,576 | $26.0 萬 | 0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 2,446 | $25.7 萬 | 0.1% | 歷史 |
| GLOBGlobant S.A. | COM | 1,169 | $25.1 萬 | <0.1% | 歷史 |
| SHOEShoe Station Group Inc | COM | 7,527 | $24.9 萬 | <0.1% | 歷史 |
| PCGPG&E Corp | Stock | 12,213 | $24.6 萬 | <0.1% | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 9,359 | $24.1 萬 | <0.1% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 2,197 | $24.0 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 1,789 | $23.9 萬 | <0.1% | 歷史 |
| BCBrunswick Corp | COM | 3,659 | $23.7 萬 | <0.1% | 歷史 |
| TPRTapestry, Inc. | COM | 3,605 | $23.6 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,793 | $23.5 萬 | <0.1% | 歷史 |
| MTRNMATERION Corp | COM | 2,328 | $23.0 萬 | <0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 5,215 | $22.8 萬 | <0.1% | 歷史 |
| KGCKinross Gold Corp | COM | 24,277 | $22.5 萬 | <0.1% | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,597 | $22.5 萬 | <0.1% | 歷史 |
| NINisource Inc. | COM | 5,911 | $21.7 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 2,550 | $21.7 萬 | <0.1% | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 9,794 | $21.5 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,818 | $21.4 萬 | <0.1% | 歷史 |
| FIXComfort Systems USA Inc | COM | 499 | $21.2 萬 | <0.1% | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 2,124 | $21.0 萬 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 6,085 | $20.6 萬 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 1,188 | $20.2 萬 | <0.1% | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 27,465 | $5.08 萬 | <0.1% | 歷史 |