Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 481
- 較 2025 年第 1 季 +33
- 總值
- $5.41 億
- 較 2025 年第 1 季 +$4,800 萬 (+9.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 193,262 | $5,599 萬 | 10.4% | −293−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,455 | $2,246 萬 | 4.2% | +213+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,003 | $1,642 萬 | 3.0% | +1,166+3.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 94,192 | $1,488 萬 | 2.8% | +32,645+53.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,785 | $1,312 萬 | 2.4% | −5,099−7.9% | 減碼 | 歷史 |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 322,764 | $1,216 萬 | 2.2% | −16,611−4.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 59,114 | $1,042 萬 | 1.9% | +1,963+3.4% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 59,268 | $929.5 萬 | 1.7% | −42−0.1% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 119,296 | $883.3 萬 | 1.6% | +8,193+7.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,500 | $743.0 萬 | 1.4% | +13,946+392.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 36,714 | $651.3 萬 | 1.2% | −3,237−8.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,251 | $633.4 萬 | 1.2% | +868+9.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,402 | $505.3 萬 | 0.9% | +209+2.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,756 | $488.4 萬 | 0.9% | −372−2.6% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 42,163 | $472.2 萬 | 0.9% | +36,874+697.2% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 100,846 | $435.9 萬 | 0.8% | +6,544+6.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 3,227 | $432.1 萬 | 0.8% | +200+6.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,828 | $430.1 萬 | 0.8% | +367+6.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,354 | $423.1 萬 | 0.8% | −652−3.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,310 | $410.8 萬 | 0.8% | −283−3.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,793 | $393.8 萬 | 0.7% | +2,635+16.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,876 | $392.5 萬 | 0.7% | +718+5.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,466 | $348.2 萬 | 0.6% | +289+6.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,197 | $341.8 萬 | 0.6% | +769+14.2% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 41,946 | $338.3 萬 | 0.6% | −8,112−16.2% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,603 | $330.7 萬 | 0.6% | −1,207−7.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,166 | $325.2 萬 | 0.6% | +905+3.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 73,632 | $318.6 萬 | 0.6% | +819+1.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,968 | $318.0 萬 | 0.6% | −1,092−9.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,382 | $301.0 萬 | 0.6% | +1,062+11.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,302 | $295.5 萬 | 0.5% | −3,084−24.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,653 | $293.6 萬 | 0.5% | +792+8.0% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 47,899 | $280.8 萬 | 0.5% | −922−1.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 9,456 | $275.8 萬 | 0.5% | −421−4.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,244 | $261.2 萬 | 0.5% | +230+1.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 13,885 | $252.9 萬 | 0.5% | +7,631+122.0% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 8,255 | $251.0 萬 | 0.5% | −102−1.2% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 17,436 | $244.3 萬 | 0.5% | −110−0.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 82,157 | $237.8 萬 | 0.4% | +647+0.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,418 | $236.9 萬 | 0.4% | −142−0.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 16,066 | $234.6 萬 | 0.4% | −658−3.9% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 14,576 | $233.1 萬 | 0.4% | +529+3.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,242 | $230.5 萬 | 0.4% | +287+14.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,830 | $225.6 萬 | 0.4% | +67+1.2% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 18,134 | $220.6 萬 | 0.4% | +478+2.7% | 加碼 | – |
| SHOPShopify Inc. | Stock | 18,398 | $212.2 萬 | 0.4% | +745+4.2% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 18,454 | $202.1 萬 | 0.4% | +111+0.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 13,082 | $199.8 萬 | 0.4% | −132−1.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,093 | $198.6 萬 | 0.4% | −28,729−53.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,087 | $195.9 萬 | 0.4% | +5,331+112.1% | 加碼 | – |
| AONAon plc | CL A | 5,403 | $192.8 萬 | 0.4% | −381−6.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,688 | $190.2 萬 | 0.4% | −430−13.8% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,130 | $183.5 萬 | 0.3% | +17+0.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,376 | $179.7 萬 | 0.3% | −369−2.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,341 | $179.7 萬 | 0.3% | −171−6.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 49,631 | $177.1 萬 | 0.3% | −690−1.4% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 24,093 | $177.0 萬 | 0.3% | +121+0.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 36,557 | $173.0 萬 | 0.3% | −281−0.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,030 | $165.6 萬 | 0.3% | −427−2.4% | 減碼 | – |
| PFEPfizer Inc | Stock | 67,760 | $164.3 萬 | 0.3% | −17,404−20.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,634 | $161.7 萬 | 0.3% | +115+7.6% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 10,303 | $160.7 萬 | 0.3% | +1,044+11.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 3,401 | $159.6 萬 | 0.3% | +238+7.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,000 | $157.6 萬 | 0.3% | −1,118−35.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,153 | $156.7 萬 | 0.3% | +299+1.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,128 | $155.9 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 5,156 | $154.1 萬 | 0.3% | −145−2.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,532 | $151.8 萬 | 0.3% | −235−2.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,127 | $151.7 萬 | 0.3% | +982+9.7% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 20,513 | $150.1 萬 | 0.3% | +63+0.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,866 | $149.6 萬 | 0.3% | +35+1.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,833 | $145.4 萬 | 0.3% | +1,853+37.2% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 17,428 | $144.4 萬 | 0.3% | +13,229+315.1% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 78,877 | $143.0 萬 | 0.3% | −3,157−3.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,812 | $141.8 萬 | 0.3% | −1,692−26.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 20,294 | $140.1 萬 | 0.3% | −5,426−21.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,313 | $134.3 萬 | 0.2% | −62−1.8% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 512 | $133.8 萬 | 0.2% | +3+0.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 23,534 | $133.0 萬 | 0.2% | +693+3.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,259 | $131.6 萬 | 0.2% | +360+4.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 28,143 | $130.3 萬 | 0.2% | −4,996−15.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,129 | $128.8 萬 | 0.2% | −254−5.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,915 | $127.8 萬 | 0.2% | +35+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 17,868 | $126.9 萬 | 0.2% | +1,124+6.7% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,153 | $124.2 萬 | 0.2% | −14−0.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,107 | $122.6 萬 | 0.2% | −404−7.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,466 | $120.0 萬 | 0.2% | −881−12.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,936 | $118.5 萬 | 0.2% | +3,682+39.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 14,876 | $117.9 萬 | 0.2% | −232−1.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 11,096 | $117.8 萬 | 0.2% | +43+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,630 | $115.4 萬 | 0.2% | +252+1.5% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 16,506 | $115.3 萬 | 0.2% | −5,496−25.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,142 | $115.2 萬 | 0.2% | +112+3.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,191 | $114.3 萬 | 0.2% | +547+15.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,263 | $114.3 萬 | 0.2% | +2,312+19.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,382 | $112.2 萬 | 0.2% | −124−2.8% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,048 | $109.3 萬 | 0.2% | −180−8.1% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 7,202 | $106.7 萬 | 0.2% | +2,418+50.5% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 8,064 | $106.7 萬 | 0.2% | −86−1.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,820 | $106.6 萬 | 0.2% | +473+8.8% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（35 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 204,016 | $570.4 萬 | 1.2% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,781 | $113.6 萬 | 0.2% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,392 | $106.6 萬 | 0.2% | – |
| HESHess Corp | Stock | 5,676 | $90.7 萬 | 0.2% | 歷史 |
| ICLRIcon PLC | COM | 5,014 | $87.7 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,779 | $66.0 萬 | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,110 | $55.6 萬 | 0.1% | – |
| ANSSAnsys Inc | COM | 1,410 | $44.6 萬 | 0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 827 | $35.9 萬 | 0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 1,580 | $34.3 萬 | 0.1% | 歷史 |
| BMAMacro Bank Inc. | SPON ADR B | 4,362 | $32.9 萬 | 0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,473 | $32.3 萬 | 0.1% | – |
| CPBCAMPBELL'S Co | COM | 8,077 | $32.2 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,416 | $31.9 萬 | 0.1% | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 5,109 | $31.1 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 7,119 | $29.3 萬 | 0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,739 | $28.6 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 1,660 | $28.3 萬 | 0.1% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 2,119 | $27.7 萬 | 0.1% | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 2,262 | $27.2 萬 | 0.1% | 歷史 |
| SNDRSchneider National, Inc. | CL B | 11,812 | $27.0 萬 | 0.1% | 歷史 |
| WUWestern Union CO | Stock | 23,409 | $24.8 萬 | 0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 732 | $24.7 萬 | 0.1% | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 10,897 | $22.1 萬 | <0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 499 | $21.7 萬 | <0.1% | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,247 | $21.7 萬 | <0.1% | 歷史 |
| ENTGEntegris Inc | COM | 2,466 | $21.6 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,039 | $21.2 萬 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 3,902 | $21.1 萬 | <0.1% | 歷史 |
| KKellanova | Stock | 2,458 | $20.3 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,424 | $20.3 萬 | <0.1% | 歷史 |
| NXRTNexPoint Residential Trust, Inc. | COM | 5,080 | $20.1 萬 | <0.1% | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 10,259 | $15.8 萬 | <0.1% | 歷史 |
| AGNTAGNT, Inc. | COM | 12,541 | $12.3 萬 | <0.1% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,250 | $8.36 萬 | <0.1% | 歷史 |