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 |
|---|---|---|---|---|---|---|---|
| LYGLloyds Banking Group plc | SPONSORED ADR | 21,666 | $9.21 萬 | <0.1% | −14,029−39.3% | 減碼 | 歷史 |
| VTRSViatris Inc | Stock | 13,007 | $11.6 萬 | <0.1% | +1,176+9.9% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 10,018 | $11.8 萬 | <0.1% | −34−0.3% | 減碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 15,829 | $13.1 萬 | <0.1% | +3,685+30.3% | 加碼 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 10,043 | $13.4 萬 | <0.1% | −121−1.2% | 減碼 | 歷史 |
| KCKingsoft Cloud Holdings Ltd | ADS | 10,962 | $13.7 萬 | <0.1% | −1,296−10.6% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 13,418 | $14.6 萬 | <0.1% | +1,312+10.8% | 加碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 13,413 | $15.4 萬 | <0.1% | +1,351+11.2% | 加碼 | 歷史 |
| WTWisdomTree, Inc. | COM | 13,422 | $15.4 萬 | <0.1% | +986+7.9% | 加碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 10,473 | $15.6 萬 | <0.1% | −319−3.0% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 17,729 | $18.4 萬 | <0.1% | −1,670−8.6% | 減碼 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 25,740 | $18.6 萬 | <0.1% | +1,689+7.0% | 加碼 | 歷史 |
| FNFabrinet | SHS | 682 | $20.1 萬 | <0.1% | +682 | 新進 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 1,119 | $20.2 萬 | <0.1% | +1,119 | 新進 | 歷史 |
| JBTMJBT Marel Corp | COM | 1,689 | $20.3 萬 | <0.1% | +1,689 | 新進 | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,326 | $20.3 萬 | <0.1% | +1,326 | 新進 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,507 | $20.4 萬 | <0.1% | +8,507 | 新進 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,656 | $20.5 萬 | <0.1% | +1,656 | 新進 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 4,588 | $20.5 萬 | <0.1% | +4,588 | 新進 | 歷史 |
| AVAAvista Corp | COM | 5,491 | $20.8 萬 | <0.1% | −409−6.9% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,619 | $20.9 萬 | <0.1% | +9+0.6% | 加碼 | 歷史 |
| MTRNMATERION Corp | COM | 2,630 | $20.9 萬 | <0.1% | +2,630 | 新進 | 歷史 |
| SHOEShoe Station Group Inc | COM | 11,169 | $20.9 萬 | <0.1% | +11,169 | 新進 | 歷史 |
| BCBrunswick Corp | COM | 3,798 | $21.0 萬 | <0.1% | +3,798 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 1,217 | $21.0 萬 | <0.1% | −112−8.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 2,856 | $21.2 萬 | <0.1% | +2,856 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,101 | $21.2 萬 | <0.1% | −1,278−37.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,335 | $21.2 萬 | <0.1% | −711−23.3% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,160 | $21.4 萬 | <0.1% | −5−0.2% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 7,971 | $21.4 萬 | <0.1% | −954−10.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 3,433 | $21.5 萬 | <0.1% | −417−10.8% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 6,797 | $21.6 萬 | <0.1% | −239−3.4% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 2,457 | $21.6 萬 | <0.1% | +2,457 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 41,695 | $21.6 萬 | <0.1% | +41,695 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,398 | $21.6 萬 | <0.1% | −911−11.0% | 減碼 | – |
| PIPRPiper Sandler Companies | COM | 780 | $21.7 萬 | <0.1% | +780 | 新進 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 893 | $21.7 萬 | <0.1% | −15−1.7% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 5,025 | $21.8 萬 | <0.1% | +5,025 | 新進 | 歷史 |
| UFPIUfp Industries Inc | COM | 2,192 | $21.8 萬 | <0.1% | −13−0.6% | 減碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 6,311 | $21.8 萬 | <0.1% | +6,311 | 新進 | 歷史 |
| AESAES Corp | Stock | 20,809 | $21.9 萬 | <0.1% | +20,809 | 新進 | 歷史 |
| PORPortland General Electric Co | COM NEW | 5,404 | $22.0 萬 | <0.1% | −117−2.1% | 減碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 301 | $22.0 萬 | <0.1% | +301 | 新進 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 26,002 | $22.0 萬 | <0.1% | +1,672+6.9% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,190 | $22.2 萬 | <0.1% | +1,190 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,274 | $22.2 萬 | <0.1% | +1,274 | 新進 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 593 | $22.2 萬 | <0.1% | +593 | 新進 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 17,796 | $22.3 萬 | <0.1% | −445−2.4% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 123 | $22.5 萬 | <0.1% | +123 | 新進 | 歷史 |
| OSISOsi Systems Inc | COM | 1,005 | $22.6 萬 | <0.1% | +1,005 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 488 | $22.6 萬 | <0.1% | −12−2.4% | 減碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 7,987 | $22.6 萬 | <0.1% | −292−3.5% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,787 | $22.7 萬 | <0.1% | −3,004−38.6% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 730 | $22.7 萬 | <0.1% | −7−0.9% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,602 | $22.9 萬 | <0.1% | −169−9.5% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 8,342 | $23.0 萬 | <0.1% | +8,342 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 1,739 | $23.0 萬 | <0.1% | −28−1.6% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 684 | $23.0 萬 | <0.1% | +684 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 7,841 | $23.1 萬 | <0.1% | −215−2.7% | 減碼 | 歷史 |
| APGAPi Group Corp | COM STK | 4,517 | $23.1 萬 | <0.1% | +4,517 | 新進 | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 7,785 | $23.1 萬 | <0.1% | +7,785 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,340 | $23.1 萬 | <0.1% | +1,340 | 新進 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 777 | $23.2 萬 | <0.1% | −94−10.8% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 872 | $23.2 萬 | <0.1% | +872 | 新進 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 437 | $23.4 萬 | <0.1% | −108−19.8% | 減碼 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 576 | $23.4 萬 | <0.1% | −306−34.7% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,390 | $23.4 萬 | <0.1% | +3,390 | 新進 | 歷史 |
| EGEverest Group, Ltd. | COM | 690 | $23.4 萬 | <0.1% | +20+3.0% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 4,196 | $23.5 萬 | <0.1% | +52+1.3% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,312 | $23.6 萬 | <0.1% | +30+2.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 7,242 | $23.6 萬 | <0.1% | +7,242 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 962 | $23.7 萬 | <0.1% | −133−12.1% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 809 | $23.7 萬 | <0.1% | +48+6.3% | 加碼 | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 34,505 | $23.8 萬 | <0.1% | +2,933+9.3% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 2,326 | $23.9 萬 | <0.1% | +2,326 | 新進 | 歷史 |
| UFPTUfp Technologies Inc | COM | 980 | $23.9 萬 | <0.1% | +980 | 新進 | 歷史 |
| MUSAMurphy USA Inc. | COM | 590 | $24.0 萬 | <0.1% | +56+10.5% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,149 | $24.0 萬 | <0.1% | −1,003−8.3% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,955 | $24.1 萬 | <0.1% | +1,955 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 1,939 | $24.1 萬 | <0.1% | +1,939 | 新進 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 2,009 | $24.2 萬 | <0.1% | −13−0.6% | 減碼 | 歷史 |
| FOXAFox Corp | CL A COM | 4,310 | $24.2 萬 | <0.1% | +4,310 | 新進 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 6,444 | $24.2 萬 | <0.1% | +6,444 | 新進 | – |
| LKFNLakeland Financial Corp | COM | 3,947 | $24.3 萬 | <0.1% | −206−5.0% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,209 | $24.3 萬 | <0.1% | +1,209 | 新進 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,014 | $24.5 萬 | <0.1% | −47−4.4% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 16,214 | $24.5 萬 | <0.1% | +1,724+11.9% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,729 | $24.5 萬 | <0.1% | +1,729 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,724 | $24.6 萬 | <0.1% | +99+3.8% | 加碼依 15 比 1 拆股換算 | 歷史 |
| STSensata Technologies Holding plc | SHS | 8,178 | $24.6 萬 | <0.1% | +8,178 | 新進 | 歷史 |
| TRNOTerreno Realty Corp | COM | 4,443 | $24.9 萬 | <0.1% | +20.0% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,798 | $25.0 萬 | <0.1% | −56−3.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,371 | $25.1 萬 | <0.1% | −3−0.1% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,499 | $25.1 萬 | <0.1% | +1,499 | 新進 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 4,101 | $25.2 萬 | <0.1% | −466−10.2% | 減碼 | 歷史 |
| CXTCrane NXT, Co. | COM | 4,679 | $25.2 萬 | <0.1% | +4,679 | 新進 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 10,979 | $25.3 萬 | <0.1% | −196−1.8% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,017 | $25.3 萬 | <0.1% | −10−0.5% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,166 | $25.4 萬 | <0.1% | +9+0.8% | 加碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 2,182 | $25.5 萬 | <0.1% | +2,182 | 新進 | 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 |