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 |
|---|---|---|---|---|---|---|---|
| CFRCullen/Frost Bankers, Inc. | COM | 2,115 | $26.5 萬 | 0.1% | +24+1.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,095 | $26.5 萬 | 0.1% | +79+7.8% | 加碼 | 歷史 |
| FSVFirstService Corp | COM | 1,598 | $26.5 萬 | 0.1% | −67−4.0% | 減碼 | 歷史 |
| SNDRSchneider National, Inc. | CL B | 11,812 | $27.0 萬 | 0.1% | −569−4.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 825 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 2,262 | $27.2 萬 | 0.1% | +2,262 | 新進 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 7,554 | $27.3 萬 | 0.1% | +7,554 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,854 | $27.4 萬 | 0.1% | +68+3.8% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,289 | $27.4 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CRAICra International, Inc. | COM | 1,586 | $27.5 萬 | 0.1% | −175−9.9% | 減碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 2,119 | $27.7 萬 | 0.1% | +2,119 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 2,027 | $27.7 萬 | 0.1% | +482+31.2% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 150 | $27.8 萬 | 0.1% | +25+20.0% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 2,822 | $27.8 萬 | 0.1% | −222−7.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 844 | $27.8 萬 | 0.1% | +199+30.9% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 4,441 | $28.1 萬 | 0.1% | −313−6.6% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,635 | $28.2 萬 | 0.1% | −55−1.5% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 1,660 | $28.3 萬 | 0.1% | +1,660 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,521 | $28.4 萬 | 0.1% | +49+2.0% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,046 | $28.5 萬 | 0.1% | +3,046 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,739 | $28.6 萬 | 0.1% | +92+3.5% | 加碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,541 | $28.9 萬 | 0.1% | −34−2.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,056 | $29.1 萬 | 0.1% | −297−12.6% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,482 | $29.2 萬 | 0.1% | −36−2.4% | 減碼 | 歷史 |
| CNXCConcentrix Corp | Stock | 5,251 | $29.2 萬 | 0.1% | −395−7.0% | 減碼 | 歷史 |
| UMHUmh Properties, Inc. | COM | 15,637 | $29.2 萬 | 0.1% | −1,057−6.3% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 7,119 | $29.3 萬 | 0.1% | −389−5.2% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,329 | $29.3 萬 | 0.1% | +154+13.1% | 加碼 | 歷史 |
| HXLHexcel Corp | COM | 5,382 | $29.5 萬 | 0.1% | −393−6.8% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,567 | $29.5 萬 | 0.1% | +48+1.1% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 921 | $29.6 萬 | 0.1% | +921 | 新進 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 882 | $29.8 萬 | 0.1% | +127+16.8% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 682 | $29.8 萬 | 0.1% | −102−13.0% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,175 | $29.9 萬 | 0.1% | +194+19.8% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 1,352 | $30.3 萬 | 0.1% | +61+4.7% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 8,925 | $30.3 萬 | 0.1% | −333−3.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 66 | $30.4 萬 | 0.1% | +12+22.2% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,426 | $30.6 萬 | 0.1% | +3,426 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 5,130 | $30.7 萬 | 0.1% | −559−9.8% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,109 | $30.7 萬 | 0.1% | +1,887+44.7% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 9,917 | $30.9 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,182 | $30.9 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 5,109 | $31.1 萬 | 0.1% | +532+11.6% | 加碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 3,894 | $31.3 萬 | 0.1% | −355−8.4% | 減碼 | 歷史 |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,059 | $31.3 萬 | 0.1% | −33−0.8% | 減碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,771 | $31.7 萬 | 0.1% | −340−16.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,845 | $31.8 萬 | 0.1% | +37+1.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,416 | $31.9 萬 | 0.1% | +23+1.0% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,919 | $32.0 萬 | 0.1% | −758−20.6% | 減碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 21,774 | $32.2 萬 | 0.1% | −522−2.3% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 7,791 | $32.2 萬 | 0.1% | +657+9.2% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 8,077 | $32.2 萬 | 0.1% | +421+5.5% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,473 | $32.3 萬 | 0.1% | +5,473 | 新進 | – |
| KMXCarMax Inc | COM | 4,147 | $32.3 萬 | 0.1% | −58−1.4% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 11,565 | $32.4 萬 | 0.1% | −533−4.4% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 3,414 | $32.9 萬 | 0.1% | +512+17.6% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,972 | $32.9 萬 | 0.1% | +151+5.4% | 加碼 | 歷史 |
| BMAMacro Bank Inc. | SPON ADR B | 4,362 | $32.9 萬 | 0.1% | −53−1.2% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,608 | $33.0 萬 | 0.1% | +72+4.7% | 加碼 | 歷史 |
| CBTCabot Corp | COM | 3,980 | $33.1 萬 | 0.1% | −305−7.1% | 減碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,876 | $33.2 萬 | 0.1% | −331−4.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 654 | $33.2 萬 | 0.1% | −20−3.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 1,366 | $33.3 萬 | 0.1% | +86+6.7% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,455 | $33.4 萬 | 0.1% | +433+7.2% | 加碼 | – |
| HOMBHome Bancshares Inc | COM | 11,885 | $33.6 萬 | 0.1% | −1,016−7.9% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,021 | $33.7 萬 | 0.1% | −1,887−38.4% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 7,374 | $33.8 萬 | 0.1% | +65+0.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 790 | $33.9 萬 | 0.1% | +161+25.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,936 | $33.9 萬 | 0.1% | +1,738+13.2% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 4,049 | $34.0 萬 | 0.1% | −390−8.8% | 減碼 | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 7,615 | $34.2 萬 | 0.1% | −90−1.2% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 1,580 | $34.3 萬 | 0.1% | +249+18.7% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,157 | $34.3 萬 | 0.1% | +278+9.7% | 加碼 | – |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 9,892 | $34.7 萬 | 0.1% | −166−1.7% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,199 | $34.7 萬 | 0.1% | −584−12.2% | 減碼 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 14,016 | $35.3 萬 | 0.1% | +427+3.1% | 加碼 | – |
| CHEChemed Corp | COM | 580 | $35.7 萬 | 0.1% | −38−6.1% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 5,194 | $35.7 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 827 | $35.9 萬 | 0.1% | −53−6.0% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 11,824 | $36.0 萬 | 0.1% | +1,368+13.1% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,358 | $36.0 萬 | 0.1% | +145+12.0% | 加碼 | 歷史 |
| SHELShell plc | ADR | 4,934 | $36.2 萬 | 0.1% | +23+0.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,667 | $36.3 萬 | 0.1% | −82−4.7% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 768 | $36.7 萬 | 0.1% | −32−4.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,369 | $36.8 萬 | 0.1% | +103+3.2% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,379 | $37.2 萬 | 0.1% | +431+14.6% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 10,914 | $37.4 萬 | 0.1% | +946+9.5% | 加碼 | 歷史 |
| RPMRPM International Inc | COM | 3,266 | $37.8 萬 | 0.1% | −43−1.3% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,346 | $37.9 萬 | 0.1% | +660+24.6% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 779 | $37.9 萬 | 0.1% | −29−3.6% | 減碼 | 歷史 |
| NUENucor Corp | COM | 3,168 | $38.1 萬 | 0.1% | +355+12.6% | 加碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 6,056 | $38.4 萬 | 0.1% | −53−0.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,691 | $39.1 萬 | 0.1% | −24−1.4% | 減碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,915 | $39.3 萬 | 0.1% | +1,116+62.0% | 加碼 | 歷史 |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 7,243 | $39.5 萬 | 0.1% | −187−2.5% | 減碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 8,583 | $39.7 萬 | 0.1% | −318−3.6% | 減碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 8,597 | $39.8 萬 | 0.1% | −1,136−11.7% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,401 | $39.8 萬 | 0.1% | −177−3.9% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 838 | $41.7 萬 | 0.1% | +4+0.5% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 6,780 | $41.7 萬 | 0.1% | +605+9.8% | 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 |