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 |
|---|---|---|---|---|---|---|---|
| RELXRELX PLC | SPONSORED ADR | 8,282 | $41.8 萬 | 0.1% | −226−2.7% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 5,789 | $41.9 萬 | 0.1% | −22−0.4% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 2,546 | $42.3 萬 | 0.1% | +30+1.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,003 | $42.5 萬 | 0.1% | +69+1.2% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 13,811 | $42.5 萬 | 0.1% | −2,475−15.2% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 31,321 | $42.7 萬 | 0.1% | −5,371−14.6% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,056 | $43.0 萬 | 0.1% | +147+7.7% | 加碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 42,082 | $43.1 萬 | 0.1% | −9,940−19.1% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,935 | $43.1 萬 | 0.1% | +88+3.1% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 4,541 | $43.1 萬 | 0.1% | −316−6.5% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 2,683 | $43.3 萬 | 0.1% | +144+5.7% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,517 | $43.3 萬 | 0.1% | −63−4.0% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,812 | $43.5 萬 | 0.1% | +82+3.0% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 3,366 | $43.6 萬 | 0.1% | −296−8.1% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 28,402 | $43.6 萬 | 0.1% | −3,463−10.9% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 4,605 | $44.0 萬 | 0.1% | +4,605 | 新進 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,234 | $44.4 萬 | 0.1% | −42−1.0% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,005 | $44.5 萬 | 0.1% | +364+10.0% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 6,563 | $44.5 萬 | 0.1% | +599+10.0% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 1,410 | $44.6 萬 | 0.1% | +38+2.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,778 | $44.8 萬 | 0.1% | +1,272+28.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,471 | $44.9 萬 | 0.1% | −40−2.6% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,245 | $45.3 萬 | 0.1% | −39−1.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,345 | $45.3 萬 | 0.1% | +192+16.7% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,959 | $45.3 萬 | 0.1% | −227−7.1% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 10,322 | $45.7 萬 | 0.1% | −995−8.8% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,562 | $45.8 萬 | 0.1% | +10+0.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,099 | $45.9 萬 | 0.1% | +1,857+82.8% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 3,127 | $46.5 萬 | 0.1% | −171−5.2% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 43,384 | $46.6 萬 | 0.1% | +449+1.0% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 62,188 | $46.6 萬 | 0.1% | +672+1.1% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 12,377 | $47.9 萬 | 0.1% | +653+5.6% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,820 | $48.5 萬 | 0.1% | +237+15.0% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 2,233 | $49.1 萬 | 0.1% | −91−3.9% | 減碼 | 歷史 |
| BPBP PLC | ADR | 14,844 | $50.2 萬 | 0.1% | −17−0.1% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,985 | $50.5 萬 | 0.1% | +323+12.1% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,800 | $50.8 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,456 | $51.3 萬 | 0.1% | +41+2.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,548 | $51.4 萬 | 0.1% | +77+3.1% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,959 | $51.9 萬 | 0.1% | −269−12.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,206 | $52.1 萬 | 0.1% | +131+6.3% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 36,813 | $52.3 萬 | 0.1% | −679−1.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,728 | $52.8 萬 | 0.1% | +78+4.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 5,289 | $52.9 萬 | 0.1% | +5,289 | 新進 | – |
| BGBunge Global SA | COM SHS | 6,923 | $52.9 萬 | 0.1% | −158−2.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,963 | $53.4 萬 | 0.1% | +188+10.6% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 11,085 | $53.7 萬 | 0.1% | −2,365−17.6% | 減碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 8,034 | $54.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,161 | $54.5 萬 | 0.1% | +5+0.4% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,972 | $54.8 萬 | 0.1% | −464−19.0% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,798 | $55.3 萬 | 0.1% | −1,787−32.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,561 | $55.6 萬 | 0.1% | −327−6.7% | 減碼 | 歷史 |
| ITGartner Inc | COM | 1,324 | $55.6 萬 | 0.1% | +16+1.2% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,110 | $55.6 萬 | 0.1% | +6,110 | 新進 | – |
| NXPINXP Semiconductors N.V. | COM | 2,943 | $55.9 萬 | 0.1% | −177−5.7% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,827 | $56.1 萬 | 0.1% | −127−3.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,159 | $56.2 萬 | 0.1% | +92+8.6% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 12,107 | $56.8 萬 | 0.1% | −114,068−90.4% | 減碼 | – |
| EXPEExpedia Group, Inc. | Stock | 3,424 | $57.6 萬 | 0.1% | −13−0.4% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,541 | $58.2 萬 | 0.1% | +507+24.9% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 5,754 | $58.3 萬 | 0.1% | −55−0.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,078 | $58.7 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,786 | $59.1 萬 | 0.1% | −666−19.3% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 20,519 | $59.3 萬 | 0.1% | −448−2.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 9,074 | $59.5 萬 | 0.1% | +3,651+67.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 7,120 | $59.7 萬 | 0.1% | +210+3.0% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,308 | $60.7 萬 | 0.1% | +682+26.0% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 9,533 | $60.8 萬 | 0.1% | +2,862+42.9% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,358 | $61.0 萬 | 0.1% | −176−2.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,232 | $61.0 萬 | 0.1% | −55−4.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,440 | $61.8 萬 | 0.1% | −358−9.4% | 減碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 8,016 | $62.6 萬 | 0.1% | −841−9.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 22,628 | $62.7 萬 | 0.1% | −216−0.9% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,537 | $63.0 萬 | 0.1% | +350+3.4% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,069 | $63.6 萬 | 0.1% | −155−1.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 6,202 | $64.7 萬 | 0.1% | −3,305−34.8% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,639 | $64.8 萬 | 0.1% | +165+3.7% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,704 | $65.1 萬 | 0.1% | −100−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,779 | $66.0 萬 | 0.1% | +725+68.8% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 13,759 | $66.1 萬 | 0.1% | −966−6.6% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 11,141 | $66.3 萬 | 0.1% | −52−0.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,145 | $66.6 萬 | 0.1% | +2,049+28.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,496 | $66.7 萬 | 0.1% | +4,174+179.8% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 49,144 | $67.0 萬 | 0.1% | +474+1.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,738 | $67.1 萬 | 0.1% | −225−1.9% | 減碼 | – |
| AIGAmerican International Group, Inc. | Stock | 7,860 | $68.3 萬 | 0.1% | +1,446+22.5% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 31,593 | $69.3 萬 | 0.1% | −1,637−4.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,525 | $69.7 萬 | 0.1% | +8,525 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 1,365 | $69.9 萬 | 0.1% | −236−14.7% | 減碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 25,780 | $70.0 萬 | 0.1% | −1,092−4.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,056 | $70.3 萬 | 0.1% | +4,056 | 新進 | – |
| HONHoneywell International Inc | COM | 3,335 | $70.6 萬 | 0.1% | −986−22.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,235 | $71.4 萬 | 0.1% | +1,334+22.6% | 加碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,305 | $73.0 萬 | 0.1% | −50−1.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,664 | $73.1 萬 | 0.1% | +252+7.4% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 21,500 | $73.4 萬 | 0.1% | +160+0.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,897 | $73.4 萬 | 0.1% | +58+1.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 6,026 | $73.5 萬 | 0.1% | −89−1.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,604 | $73.7 萬 | 0.1% | +251+10.7% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 11,778 | $74.1 萬 | 0.2% | +371+3.3% | 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 |