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 |
|---|---|---|---|---|---|---|---|
| NVSNovartis AG | ADR | 2,120 | $25.7 萬 | <0.1% | −901−29.8% | 減碼 | 歷史 |
| KTKT Corp | SPONSORED ADR | 12,385 | $25.7 萬 | <0.1% | +613+5.2% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,507 | $25.8 萬 | <0.1% | −128−3.5% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 945 | $25.8 萬 | <0.1% | +94+11.0% | 加碼 | 歷史 |
| UNFUnifirst Corp | COM | 1,386 | $26.1 萬 | <0.1% | −33−2.3% | 減碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 2,035 | $26.2 萬 | <0.1% | −80−3.8% | 減碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 8,630 | $26.2 萬 | <0.1% | +8,630 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 1,699 | $26.2 萬 | <0.1% | +253+17.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,432 | $26.3 萬 | <0.1% | +96+7.2% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,465 | $26.3 萬 | <0.1% | +155+6.7% | 加碼 | 歷史 |
| UMHUmh Properties, Inc. | COM | 15,699 | $26.4 萬 | <0.1% | +62+0.4% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 544 | $26.5 萬 | <0.1% | −36−6.2% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 2,960 | $26.6 萬 | <0.1% | +2,960 | 新進 | 歷史 |
| HXLHexcel Corp | COM | 4,730 | $26.7 萬 | <0.1% | −652−12.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,459 | $26.7 萬 | <0.1% | +12+0.8% | 加碼 | 歷史 |
| CNXCConcentrix Corp | Stock | 5,071 | $26.8 萬 | <0.1% | −180−3.4% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 7,784 | $26.8 萬 | <0.1% | +274+3.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 3,340 | $26.9 萬 | <0.1% | +230+7.4% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 504 | $27.0 萬 | <0.1% | +504 | 新進 | 歷史 |
| LSTRLandstar System Inc | COM | 1,946 | $27.1 萬 | 0.1% | +449+30.0% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,224 | $27.1 萬 | 0.1% | +116+10.5% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,608 | $27.1 萬 | 0.1% | +847+17.8% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,971 | $27.1 萬 | 0.1% | −375−11.2% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,583 | $27.3 萬 | 0.1% | −235−8.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 364 | $27.4 萬 | 0.1% | +27+8.0% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,176 | $27.4 萬 | 0.1% | +1,176 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 5,581 | $27.5 萬 | 0.1% | −38−0.7% | 減碼 | 歷史 |
| MTDRMatador Resources Co | COM | 5,759 | $27.5 萬 | 0.1% | +884+18.1% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 4,114 | $27.7 萬 | 0.1% | −33−0.8% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,933 | $27.7 萬 | 0.1% | −9,586−46.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 842 | $27.8 萬 | 0.1% | +17+2.1% | 加碼 | 歷史 |
| PATKPatrick Industries Inc | COM | 3,032 | $28.0 萬 | 0.1% | +3,032 | 新進 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 10,482 | $28.0 萬 | 0.1% | −1,083−9.4% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 8,138 | $28.1 萬 | 0.1% | −379−4.4% | 減碼 | – |
| FSVFirstService Corp | COM | 1,607 | $28.1 萬 | 0.1% | +9+0.6% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,610 | $28.3 萬 | 0.1% | −62−3.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,538 | $28.6 萬 | 0.1% | +112+3.3% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 11,120 | $28.7 萬 | 0.1% | −704−6.0% | 減碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 10,362 | $28.8 萬 | 0.1% | +332+3.3% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,989 | $28.8 萬 | 0.1% | +196+7.0% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,467 | $29.1 萬 | 0.1% | −15−1.0% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 8,154 | $29.3 萬 | 0.1% | −88−1.1% | 減碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 3,902 | $29.4 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,843 | $29.5 萬 | 0.1% | +390+11.3% | 加碼 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 30,668 | $29.6 萬 | 0.1% | +1,998+7.0% | 加碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,529 | $29.7 萬 | 0.1% | −12−0.8% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 1,586 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,971 | $29.8 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| CBTCabot Corp | COM | 3,989 | $29.9 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,293 | $30.0 萬 | 0.1% | +4+0.1% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 2,793 | $30.0 萬 | 0.1% | +624+28.8% | 加碼 | 歷史 |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,335 | $30.1 萬 | 0.1% | +276+6.8% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,740 | $30.1 萬 | 0.1% | −31−1.8% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,331 | $30.2 萬 | 0.1% | +1,331 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,288 | $30.2 萬 | 0.1% | +3,288 | 新進 | – |
| JBLJabil Inc | Stock | 1,390 | $30.3 萬 | 0.1% | +1,390 | 新進 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 156 | $30.5 萬 | 0.1% | +6+4.0% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 10,093 | $30.6 萬 | 0.1% | −821−7.5% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,238 | $30.7 萬 | 0.1% | +303+6.1% | 加碼 | 歷史 |
| PSMTPricesmart Inc | COM | 2,939 | $30.9 萬 | 0.1% | −6−0.2% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,415 | $31.0 萬 | 0.1% | +2,415 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,007 | $31.2 萬 | 0.1% | −175−14.8% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 11,089 | $31.2 萬 | 0.1% | +1,038+10.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,530 | $31.3 萬 | 0.1% | +169+12.4% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 351 | $31.4 萬 | 0.1% | −17−4.6% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,074 | $31.5 萬 | 0.1% | −2,704−46.8% | 減碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 7,570 | $31.5 萬 | 0.1% | +16+0.2% | 加碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 22,767 | $31.8 萬 | 0.1% | +993+4.6% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,807 | $31.9 萬 | 0.1% | +538+23.7% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,431 | $32.0 萬 | 0.1% | −14−1.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,679 | $32.1 萬 | 0.1% | +233+6.8% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 1,245 | $32.1 萬 | 0.1% | −107−7.9% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 2,934 | $32.2 萬 | 0.1% | −332−10.2% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 10,099 | $32.3 萬 | 0.1% | +182+1.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,124 | $32.4 萬 | 0.1% | +15+1.4% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 849 | $32.7 萬 | 0.1% | −72−7.8% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 5,209 | $32.9 萬 | 0.1% | +15+0.3% | 加碼 | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 10,476 | $32.9 萬 | 0.1% | +584+5.9% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 3,527 | $33.0 萬 | 0.1% | +3,527 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 852 | $33.1 萬 | 0.1% | +8+0.9% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 1,807 | $33.5 萬 | 0.1% | +427+30.9% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,790 | $33.6 萬 | 0.1% | −95−0.8% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 997 | $33.6 萬 | 0.1% | +44+4.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,201 | $33.6 萬 | 0.1% | −815−5.8% | 減碼 | – |
| COHRCoherent Corp. | COM | 3,778 | $33.7 萬 | 0.1% | +3,778 | 新進 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 4,061 | $33.7 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,763 | $34.2 萬 | 0.1% | +1,763 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,127 | $34.6 萬 | 0.1% | −1,181−35.7% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 2,404 | $34.6 萬 | 0.1% | −418−14.8% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,165 | $34.7 萬 | 0.1% | +8+0.3% | 加碼 | – |
| CCKCrown Holdings, Inc. | COM | 3,371 | $34.7 萬 | 0.1% | −55−1.6% | 減碼 | 歷史 |
| NUENucor Corp | COM | 2,718 | $35.2 萬 | 0.1% | −450−14.2% | 減碼 | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 8,141 | $35.3 萬 | 0.1% | +526+6.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,055 | $35.4 萬 | 0.1% | −486−19.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 5,635 | $35.4 萬 | 0.1% | +505+9.8% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,435 | $35.6 萬 | 0.1% | +66+2.0% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 2,117 | $35.7 萬 | 0.1% | +61+3.0% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,113 | $36.0 萬 | 0.1% | +179+3.6% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 744 | $36.0 萬 | 0.1% | −35−4.5% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 1,388 | $36.0 萬 | 0.1% | +22+1.6% | 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 |