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 |
|---|---|---|---|---|---|---|---|
| UBSUBS Group AG | Stock | 19,197 | $64.9 萬 | 0.1% | −8,307−30.2% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 7,710 | $66.0 萬 | 0.1% | −150−1.9% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 5,391 | $66.1 萬 | 0.1% | −363−6.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,190 | $66.2 萬 | 0.1% | −250−7.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,038 | $66.4 萬 | 0.1% | +95+3.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,577 | $66.7 萬 | 0.1% | −127−3.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,909 | $66.8 萬 | 0.1% | +3,346+51.0% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,919 | $67.2 萬 | 0.1% | −40−2.0% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,100 | $67.2 萬 | 0.1% | −60−2.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 15,010 | $67.9 萬 | 0.1% | −59−0.4% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,374 | $68.7 萬 | 0.1% | +9+0.7% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 50,462 | $69.2 萬 | 0.1% | +1,318+2.7% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,608 | $69.6 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,833 | $69.7 萬 | 0.1% | −223−5.5% | 減碼 | – |
| SLBSLB Limited | Stock | 20,720 | $70.0 萬 | 0.1% | −1,567−7.0% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 10,552 | $72.0 萬 | 0.1% | −589−5.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,823 | $72.1 萬 | 0.1% | +184+4.0% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 13,724 | $72.4 萬 | 0.1% | −35−0.3% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 35,638 | $73.0 萬 | 0.1% | −1,245−3.4% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,895 | $73.2 萬 | 0.1% | −2,856−20.8% | 減碼 | – |
| MCHPMicrochip Technology Inc | Stock | 10,576 | $74.4 萬 | 0.1% | −509−4.6% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,426 | $74.9 萬 | 0.1% | −252−6.9% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,884 | $75.1 萬 | 0.1% | −252−2.3% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,485 | $75.2 萬 | 0.1% | −179−4.9% | 減碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,479 | $75.3 萬 | 0.1% | +23+1.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,452 | $76.5 萬 | 0.1% | +1,714+14.6% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,371 | $76.5 萬 | 0.1% | +126+5.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,193 | $78.3 萬 | 0.1% | +230+11.7% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 7,098 | $78.5 萬 | 0.1% | −256−3.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,813 | $78.5 萬 | 0.1% | −294−9.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,870 | $79.3 萬 | 0.1% | +345+4.0% | 加碼 | – |
| SONYSony Group Corp | SPONSORED ADR | 30,463 | $79.3 萬 | 0.1% | +427+1.4% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 8,671 | $79.8 萬 | 0.1% | +655+8.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,430 | $79.9 萬 | 0.1% | +95+2.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,863 | $81.5 萬 | 0.2% | +518+38.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,808 | $82.0 萬 | 0.2% | −164−1.4% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,680 | $82.5 萬 | 0.2% | −1,151−40.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,652 | $82.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 8,429 | $83.2 萬 | 0.2% | +2,227+35.9% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,449 | $83.4 萬 | 0.2% | −625−6.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,590 | $84.1 萬 | 0.2% | +119+8.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,909 | $85.0 萬 | 0.2% | +123+4.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,867 | $86.0 萬 | 0.2% | −1,747−15.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,193 | $86.0 萬 | 0.2% | −427−5.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,087 | $87.9 萬 | 0.2% | −148−2.0% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 10,451 | $88.0 萬 | 0.2% | +135+1.3% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,802 | $88.0 萬 | 0.2% | −47−1.2% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,216 | $88.2 萬 | 0.2% | −89−2.7% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,879 | $88.4 萬 | 0.2% | −103−2.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,593 | $88.6 萬 | 0.2% | +192+3.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,281 | $89.1 萬 | 0.2% | −215−3.3% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,118 | $89.5 萬 | 0.2% | +4,118 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 21,684 | $89.8 萬 | 0.2% | +21,684 | 新進 | – |
| WCNWaste Connections, Inc. | COM | 4,813 | $89.9 萬 | 0.2% | +469+10.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,195 | $90.1 萬 | 0.2% | −196−5.8% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 30,176 | $90.4 萬 | 0.2% | −1,417−4.5% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 2,900 | $91.2 萬 | 0.2% | +2,900 | 新進 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,046 | $91.5 萬 | 0.2% | −42−0.4% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 11,419 | $91.8 萬 | 0.2% | −210−1.8% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,756 | $92.2 萬 | 0.2% | −72−3.9% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 27,772 | $93.0 萬 | 0.2% | −826−2.9% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,433 | $93.2 萬 | 0.2% | +265+12.2% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 6,342 | $93.6 萬 | 0.2% | −251−3.8% | 減碼 | – |
| MSMorgan Stanley | Stock | 6,653 | $93.7 萬 | 0.2% | +9+0.1% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,499 | $93.9 萬 | 0.2% | −2,990−20.6% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 903 | $94.7 萬 | 0.2% | +13+1.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,769 | $94.9 萬 | 0.2% | +1,769 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 12,731 | $94.9 萬 | 0.2% | +953+8.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,376 | $96.1 萬 | 0.2% | −22−1.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,345 | $96.4 萬 | 0.2% | −540−11.1% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,939 | $96.7 萬 | 0.2% | −2,373−16.6% | 減碼 | – |
| SLViShares Silver Trust | ETF | 29,657 | $97.3 萬 | 0.2% | +4,716+18.9% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 9,016 | $97.9 萬 | 0.2% | +9,016 | 新進 | – |
| IBNIcici Bank Ltd | ADR | 29,464 | $99.1 萬 | 0.2% | +502+1.7% | 加碼 | 歷史 |
| Paramount Global92556H206 | CL B | 77,291 | $99.7 萬 | 0.2% | +44+0.1% | 加碼 | – |
| CCitigroup Inc | Stock | 11,816 | $100.6 萬 | 0.2% | +704+6.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,308 | $101.5 萬 | 0.2% | +1,031+10.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,038 | $102.3 萬 | 0.2% | +4,038 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 11,118 | $103.7 萬 | 0.2% | +1,973+21.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,363 | $105.7 萬 | 0.2% | +2,565+67.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,591 | $105.8 萬 | 0.2% | +134+1.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,820 | $106.6 萬 | 0.2% | +473+8.8% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 8,064 | $106.7 萬 | 0.2% | −86−1.1% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 7,202 | $106.7 萬 | 0.2% | +2,418+50.5% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,048 | $109.3 萬 | 0.2% | −180−8.1% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,382 | $112.2 萬 | 0.2% | −124−2.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 14,263 | $114.3 萬 | 0.2% | +2,312+19.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,191 | $114.3 萬 | 0.2% | +547+15.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,142 | $115.2 萬 | 0.2% | +112+3.7% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 16,506 | $115.3 萬 | 0.2% | −5,496−25.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,630 | $115.4 萬 | 0.2% | +252+1.5% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 11,096 | $117.8 萬 | 0.2% | +43+0.4% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 14,876 | $117.9 萬 | 0.2% | −232−1.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,936 | $118.5 萬 | 0.2% | +3,682+39.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,466 | $120.0 萬 | 0.2% | −881−12.0% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,107 | $122.6 萬 | 0.2% | −404−7.3% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,153 | $124.2 萬 | 0.2% | −14−0.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 17,868 | $126.9 萬 | 0.2% | +1,124+6.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,915 | $127.8 萬 | 0.2% | +35+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,129 | $128.8 萬 | 0.2% | −254−5.8% | 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 |