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 |
|---|---|---|---|---|---|---|---|
| SANBanco Santander, S.A. | ADR | 12,144 | $8.14 萬 | <0.1% | −2,231−15.5% | 減碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $8.36 萬 | <0.1% | +11,250 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 11,831 | $10.3 萬 | <0.1% | −100−0.8% | 減碼 | 歷史 |
| WTWisdomTree, Inc. | COM | 12,436 | $11.1 萬 | <0.1% | +12,436 | 新進 | 歷史 |
| FFord Motor Co | Stock | 12,106 | $12.1 萬 | <0.1% | +444+3.8% | 加碼 | 歷史 |
| AGNTAGNT, Inc. | COM | 12,541 | $12.3 萬 | <0.1% | −2,677−17.6% | 減碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 35,695 | $13.6 萬 | <0.1% | −1,166−3.2% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 10,052 | $15.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 10,259 | $15.8 萬 | <0.1% | −33−0.3% | 減碼 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 24,051 | $15.8 萬 | <0.1% | +410+1.7% | 加碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 10,792 | $17.3 萬 | <0.1% | +10,792 | 新進 | 歷史 |
| KCKingsoft Cloud Holdings Ltd | ADS | 12,258 | $17.6 萬 | <0.1% | +12,258 | 新進 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 10,164 | $18.1 萬 | <0.1% | −2,586−20.3% | 減碼 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 24,330 | $18.9 萬 | <0.1% | −200−0.8% | 減碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 12,062 | $19.1 萬 | <0.1% | +12,062 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,051 | $19.6 萬 | <0.1% | +10,051 | 新進 | 歷史 |
| HLNHaleon plc | ADR | 19,399 | $20.0 萬 | <0.1% | −1,358−6.5% | 減碼 | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,080 | $20.1 萬 | <0.1% | −392−7.2% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 545 | $20.2 萬 | <0.1% | +90+19.8% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 1,446 | $20.2 萬 | <0.1% | −98−6.3% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 12,152 | $20.2 萬 | <0.1% | −78−0.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,424 | $20.3 萬 | <0.1% | −1,378−49.2% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 851 | $20.3 萬 | <0.1% | +16+1.9% | 加碼 | 歷史 |
| KKellanova | Stock | 2,458 | $20.3 萬 | <0.1% | +2,458 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,310 | $20.3 萬 | <0.1% | +45+2.0% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,610 | $20.5 萬 | <0.1% | −529−24.7% | 減碼 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 11,175 | $20.6 萬 | <0.1% | +670+6.4% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 782 | $20.7 萬 | <0.1% | −63−7.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,309 | $20.8 萬 | <0.1% | +586+7.6% | 加碼 | – |
| KTKT Corp | SPONSORED ADR | 11,772 | $20.8 萬 | <0.1% | −187−1.6% | 減碼 | 歷史 |
| POWIPower Integrations Inc | COM | 4,144 | $20.9 萬 | <0.1% | −463−10.0% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 7,036 | $21.0 萬 | <0.1% | −994−12.4% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 3,902 | $21.1 萬 | <0.1% | +3,902 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,445 | $21.1 萬 | <0.1% | +44+3.1% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 337 | $21.1 萬 | <0.1% | +337 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,039 | $21.2 萬 | <0.1% | +2,039 | 新進 | 歷史 |
| WCCWesco International Inc | COM | 1,380 | $21.4 萬 | <0.1% | +1,380 | 新進 | 歷史 |
| WINGWingstop Inc. | COM | 953 | $21.5 萬 | <0.1% | −58−5.7% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 2,466 | $21.6 萬 | <0.1% | +140+6.0% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,061 | $21.7 萬 | <0.1% | +1,061 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,247 | $21.7 萬 | <0.1% | −113−3.4% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 499 | $21.7 萬 | <0.1% | +499 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,169 | $21.9 萬 | <0.1% | +2,169 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 908 | $22.0 萬 | <0.1% | −33−3.5% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,374 | $22.0 萬 | <0.1% | −1,365−28.8% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 10,897 | $22.1 萬 | <0.1% | +10,897 | 新進 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,935 | $22.1 萬 | <0.1% | +251+5.4% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 2,622 | $22.3 萬 | <0.1% | +2,622 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 500 | $22.3 萬 | <0.1% | −36−6.7% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,165 | $22.3 萬 | <0.1% | +2,165 | 新進 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 14,490 | $22.4 萬 | <0.1% | −268−1.8% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,771 | $22.4 萬 | <0.1% | −326−15.5% | 減碼 | 歷史 |
| LSTRLandstar System Inc | COM | 1,497 | $22.5 萬 | <0.1% | −120−7.4% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,672 | $22.5 萬 | <0.1% | +1,672 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 3,850 | $22.5 萬 | <0.1% | −2,192−36.3% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,818 | $22.6 萬 | <0.1% | −346−10.9% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,426 | $22.6 萬 | <0.1% | +498+17.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 761 | $22.8 萬 | <0.1% | +45+6.3% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,453 | $22.9 萬 | <0.1% | −56−1.6% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 871 | $22.9 萬 | <0.1% | +161+22.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 8,056 | $23.0 萬 | <0.1% | −1,290−13.8% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,336 | $23.0 萬 | <0.1% | +1,336 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,282 | $23.1 萬 | <0.1% | +146+12.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,361 | $23.2 萬 | <0.1% | +193+16.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,446 | $23.5 萬 | <0.1% | +234+7.3% | 加碼 | 歷史 |
| UFPIUfp Industries Inc | COM | 2,205 | $23.6 萬 | <0.1% | −153−6.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 775 | $23.8 萬 | <0.1% | +775 | 新進 | – |
| FTITechnipFMC plc | COM | 7,510 | $23.8 萬 | <0.1% | −186−2.4% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,157 | $24.0 萬 | <0.1% | +60+5.5% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 8,242 | $24.1 萬 | <0.1% | +1,014+14.0% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 670 | $24.3 萬 | <0.1% | −202−23.2% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 1,767 | $24.4 萬 | <0.1% | −151−7.9% | 減碼 | 歷史 |
| PORPortland General Electric Co | COM NEW | 5,521 | $24.6 萬 | <0.1% | +871+18.7% | 加碼 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 28,670 | $24.6 萬 | 0.1% | −2,485−8.0% | 減碼 | 歷史 |
| UNFUnifirst Corp | COM | 1,419 | $24.7 萬 | 0.1% | −132−8.5% | 減碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 4,153 | $24.7 萬 | 0.1% | −192−4.4% | 減碼 | 歷史 |
| AVAAvista Corp | COM | 5,900 | $24.7 萬 | 0.1% | +5,900 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 732 | $24.7 萬 | 0.1% | +732 | 新進 | 歷史 |
| WUWestern Union CO | Stock | 23,409 | $24.8 萬 | 0.1% | +2,535+12.1% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,269 | $24.8 萬 | 0.1% | −1,430−38.7% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 737 | $24.8 萬 | 0.1% | +14+1.9% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 4,875 | $24.9 萬 | 0.1% | −329−6.3% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 786 | $24.9 萬 | 0.1% | +175+28.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 3,110 | $25.0 萬 | 0.1% | −747−19.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 368 | $25.0 萬 | 0.1% | +4+1.1% | 加碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 8,279 | $25.0 萬 | 0.1% | −665−7.4% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 175 | $25.1 萬 | 0.1% | +6+3.6% | 加碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 534 | $25.1 萬 | 0.1% | +8+1.5% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,108 | $25.3 萬 | 0.1% | −127−10.3% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,447 | $25.4 萬 | 0.1% | −38−2.6% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,793 | $25.7 萬 | 0.1% | +33+1.2% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 18,241 | $25.7 萬 | 0.1% | −1,223−6.3% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,109 | $25.7 萬 | 0.1% | −22−1.9% | 減碼 | 歷史 |
| PSMTPricesmart Inc | COM | 2,945 | $25.9 萬 | 0.1% | −91−3.0% | 減碼 | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 31,572 | $25.9 萬 | 0.1% | +31,572 | 新進 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 2,022 | $26.0 萬 | 0.1% | −160−7.3% | 減碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 10,030 | $26.0 萬 | 0.1% | +10,030 | 新進 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 8,517 | $26.3 萬 | 0.1% | +8,517 | 新進 | – |
| SNYSanofi | SPONSORED ADR | 4,761 | $26.4 萬 | 0.1% | +4,761 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 5,619 | $26.4 萬 | 0.1% | +1,051+23.0% | 加碼 | 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 |