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 |
|---|---|---|---|---|---|---|---|
| PLDPrologis, Inc. | REIT | 3,433 | $36.1 萬 | 0.1% | +588+20.7% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,693 | $36.4 萬 | 0.1% | +238+3.7% | 加碼 | – |
| HLNEHamilton Lane INC | CL A | 2,565 | $36.4 萬 | 0.1% | −562−18.0% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 4,901 | $36.5 萬 | 0.1% | +4,901 | 新進 | 歷史 |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 7,247 | $36.5 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,297 | $36.9 萬 | 0.1% | −2,308−50.1% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 4,558 | $37.0 萬 | 0.1% | +157+3.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,577 | $37.1 萬 | 0.1% | +1,641+11.0% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 6,867 | $37.3 萬 | 0.1% | +6,867 | 新進 | – |
| CWCurtiss Wright Corp | Stock | 766 | $37.4 萬 | 0.1% | −20−2.5% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 7,152 | $37.6 萬 | 0.1% | −222−3.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 717 | $37.8 萬 | 0.1% | +63+9.6% | 加碼 | 歷史 |
| SXIStandex International Corp | COM | 2,425 | $38.0 萬 | 0.1% | −258−9.6% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 4,315 | $38.1 萬 | 0.1% | −226−5.0% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,185 | $38.1 萬 | 0.1% | −2,935−41.2% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,245 | $38.4 萬 | 0.1% | +70+6.0% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,132 | $39.7 萬 | 0.1% | +1,132 | 新進 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 6,787 | $39.7 萬 | 0.1% | −89−1.3% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 1,442 | $39.7 萬 | 0.1% | +84+6.2% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,135 | $40.1 萬 | 0.1% | +4,135 | 新進 | – |
| DEODiageo PLC | SPON ADR NEW | 3,980 | $40.1 萬 | 0.1% | −254−6.0% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,283 | $40.2 萬 | 0.1% | −325−20.2% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 786 | $40.3 萬 | 0.1% | −52−6.2% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,920 | $40.3 萬 | 0.1% | −83−1.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 70 | $40.5 萬 | 0.1% | +4+6.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,046 | $40.6 萬 | 0.1% | +127+4.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 970 | $40.8 萬 | 0.1% | +288+42.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,792 | $41.0 萬 | 0.1% | +101+6.0% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 2,596 | $41.7 萬 | 0.1% | +50+2.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,013 | $42.4 萬 | 0.1% | +599+17.5% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,753 | $42.4 萬 | 0.1% | −59−2.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,929 | $42.6 萬 | 0.1% | +262+15.7% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,349 | $42.8 萬 | 0.1% | +7,349 | 新進 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 2,992 | $43.2 萬 | 0.1% | +370+14.1% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 787 | $43.2 萬 | 0.1% | +19+2.5% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,005 | $44.1 萬 | 0.1% | 00.0% | 不變 | – |
| TNLTravel & Leisure Co. | COM | 8,575 | $44.3 萬 | 0.1% | −22−0.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,306 | $44.3 萬 | 0.1% | +531+68.5% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 1,662 | $44.5 萬 | 0.1% | +880+112.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,873 | $45.0 萬 | 0.1% | −1,783−48.8% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 8,177 | $45.9 萬 | 0.1% | +2,068+33.9% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,709 | $46.0 萬 | 0.1% | −91−1.3% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 5,813 | $46.4 萬 | 0.1% | +5,813 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,950 | $46.5 萬 | 0.1% | +130+7.1% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,974 | $46.9 萬 | 0.1% | +59+2.0% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 6,827 | $46.9 萬 | 0.1% | +47+0.7% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 8,713 | $47.3 萬 | 0.1% | +431+5.2% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 3,096 | $47.6 萬 | 0.1% | +137+4.6% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 938 | $48.1 萬 | 0.1% | +148+18.7% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 42,442 | $48.6 萬 | 0.1% | −942−2.2% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 15,493 | $48.6 萬 | 0.1% | +1,682+12.2% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 10,419 | $49.0 萬 | 0.1% | −1,688−13.9% | 減碼 | – |
| OMCOmnicom Group Inc. | COM | 6,825 | $49.1 萬 | 0.1% | −533−7.2% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 12,900 | $49.5 萬 | 0.1% | +523+4.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 9,578 | $49.6 萬 | 0.1% | −959−9.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,758 | $49.6 萬 | 0.1% | −1,139−23.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,485 | $49.7 萬 | 0.1% | +386+9.4% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,529 | $49.9 萬 | 0.1% | +12+0.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 16,691 | $50.0 萬 | 0.1% | +1,847+12.4% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 11,064 | $50.1 萬 | 0.1% | +742+7.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,137 | $50.6 萬 | 0.1% | −22−1.9% | 減碼 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 3,002 | $50.8 萬 | 0.1% | +3,002 | 新進 | – |
| ENSGEnsign Group, Inc | COM | 3,315 | $51.1 萬 | 0.1% | −51−1.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 21,033 | $51.4 萬 | 0.1% | −1,595−7.0% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,628 | $51.5 萬 | 0.1% | +107+4.2% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 7,566 | $51.5 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 33,617 | $51.6 萬 | 0.1% | −3,196−8.7% | 減碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 9,096 | $51.8 萬 | 0.1% | +513+6.0% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 33,898 | $52.1 萬 | 0.1% | +2,577+8.2% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 6,703 | $52.4 萬 | 0.1% | +914+15.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,702 | $52.5 萬 | 0.1% | −26−1.5% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 5,392 | $52.5 萬 | 0.1% | −2,686−33.3% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 9,399 | $52.6 萬 | 0.1% | −134−1.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,222 | $52.9 萬 | 0.1% | −326−12.8% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,110 | $52.9 萬 | 0.1% | +54+2.6% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 2,275 | $53.4 萬 | 0.1% | +42+1.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 986 | $53.6 萬 | 0.1% | −246−20.0% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 4,174 | $54.0 萬 | 0.1% | −2,198−34.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,359 | $54.3 萬 | 0.1% | +153+6.9% | 加碼 | 歷史 |
| ITGartner Inc | COM | 1,357 | $54.9 萬 | 0.1% | +33+2.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,055 | $54.9 萬 | 0.1% | +70+2.3% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 6,845 | $54.9 萬 | 0.1% | −78−1.1% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 29,695 | $55.2 萬 | 0.1% | +1,293+4.6% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 62,188 | $55.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,749 | $55.8 萬 | 0.1% | −37−1.3% | 減碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 7,901 | $56.1 萬 | 0.1% | −133−1.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,431 | $57.9 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,181 | $58.8 萬 | 0.1% | −875−28.6% | 減碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 24,033 | $58.8 萬 | 0.1% | −1,747−6.8% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,990 | $59.7 萬 | 0.1% | +18+0.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 4,837 | $59.7 萬 | 0.1% | +276+6.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 19,724 | $61.2 萬 | 0.1% | −1,776−8.3% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 6,495 | $61.4 萬 | 0.1% | +439+7.2% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,217 | $61.9 萬 | 0.1% | +56+4.8% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,161 | $62.4 萬 | 0.1% | −493−13.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,126 | $62.8 萬 | 0.1% | +1,191+40.6% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 17,041 | $63.1 萬 | 0.1% | −1,029−5.7% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 46,331 | $63.6 萬 | 0.1% | +4,249+10.1% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,409 | $63.8 萬 | 0.1% | −617−10.2% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,742 | $64.8 萬 | 0.1% | −85−2.2% | 減碼 | 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 |