Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 495
- 較 2025 年第 2 季 +14
- 總值
- $5.70 億
- 較 2025 年第 2 季 +$2,939 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 193,151 | $5,452 萬 | 9.6% | −111−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 106,418 | $2,710 萬 | 4.8% | −3,037−2.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,677 | $1,796 萬 | 3.2% | +1,674+5.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 82,722 | $1,543 萬 | 2.7% | −11,470−12.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 62,931 | $1,523 萬 | 2.7% | +59,446+1,705.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 58,597 | $1,424 萬 | 2.5% | −517−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,462 | $1,328 萬 | 2.3% | +677+1.1% | 加碼 | 歷史 |
| ITTItt Inc. | COM | 59,249 | $1,059 萬 | 1.9% | −190.0% | 減碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 118,350 | $903.5 萬 | 1.6% | −946−0.8% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 35,084 | $854.5 萬 | 1.5% | −1,630−4.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,074 | $604.5 萬 | 1.1% | −1,177−11.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,646 | $549.2 萬 | 1.0% | +5,993+56.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 195,867 | $534.7 萬 | 0.9% | +195,867 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,455 | $525.6 萬 | 0.9% | +53+0.5% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 115,630 | $511.0 萬 | 0.9% | +14,784+14.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,344 | $474.3 萬 | 0.8% | +468+3.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,642 | $468.0 萬 | 0.8% | −2,712−14.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,156 | $452.1 萬 | 0.8% | +328+5.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,823 | $441.9 萬 | 0.8% | +1,220+8.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,844 | $437.8 萬 | 0.8% | +542+5.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,548 | $428.4 萬 | 0.8% | −1,208−8.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,210 | $410.1 萬 | 0.7% | −100−1.4% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,904 | $408.0 萬 | 0.7% | +111+0.6% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 47,784 | $388.0 萬 | 0.7% | +5,838+13.9% | 加碼 | – |
| CVXChevron Corp | Stock | 24,731 | $384.0 萬 | 0.7% | +6,487+35.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,925 | $350.7 萬 | 0.6% | −302−9.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,285 | $341.5 萬 | 0.6% | +119+0.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,589 | $334.0 萬 | 0.6% | +207+2.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,353 | $332.1 萬 | 0.6% | −113−2.5% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 47,630 | $314.6 萬 | 0.6% | −269−0.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,302 | $309.0 萬 | 0.5% | −666−6.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 67,633 | $297.2 萬 | 0.5% | −5,999−8.1% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 17,384 | $273.9 萬 | 0.5% | −52−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 16,121 | $269.8 萬 | 0.5% | +55+0.3% | 加碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 14,897 | $266.3 萬 | 0.5% | +321+2.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 92,215 | $260.4 萬 | 0.5% | +10,058+12.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,443 | $249.3 萬 | 0.4% | +361+2.8% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 18,012 | $242.1 萬 | 0.4% | −122−0.7% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 14,376 | $233.2 萬 | 0.4% | +491+3.5% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 19,687 | $226.4 萬 | 0.4% | +1,233+6.7% | 加碼 | – |
| SAPSAP SE | ADR | 8,449 | $225.8 萬 | 0.4% | +194+2.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,050 | $219.8 萬 | 0.4% | +923+8.3% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,436 | $219.5 萬 | 0.4% | −3,020−31.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,184 | $216.1 萬 | 0.4% | +54+0.8% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 14,475 | $215.1 萬 | 0.4% | −3,923−21.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,320 | $213.5 萬 | 0.4% | +78+3.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,648 | $210.9 萬 | 0.4% | −40−1.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,441 | $205.1 萬 | 0.4% | −652−2.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,108 | $204.1 萬 | 0.4% | +242+13.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,444 | $193.5 萬 | 0.3% | −2,974−17.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,623 | $193.2 萬 | 0.3% | +21,623 | 新進 | – |
| BACBank of America Corp | Stock | 36,942 | $190.6 萬 | 0.3% | +385+1.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,399 | $186.4 萬 | 0.3% | +1,270+30.8% | 加碼 | 歷史 |
| AONAon plc | CL A | 5,194 | $185.2 萬 | 0.3% | −209−3.9% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 24,067 | $184.4 萬 | 0.3% | −26−0.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,687 | $183.5 萬 | 0.3% | +687+34.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,373 | $183.3 萬 | 0.3% | +245+11.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 17,553 | $180.9 萬 | 0.3% | −823−4.5% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,136 | $176.2 萬 | 0.3% | +1,376+2.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,402 | $170.5 萬 | 0.3% | +6,284+56.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,085 | $167.4 萬 | 0.3% | +55+0.3% | 加碼 | – |
| LINLinde PLC | Stock | 3,472 | $164.9 萬 | 0.3% | +71+2.1% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,310 | $161.2 萬 | 0.3% | −31−1.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,419 | $155.9 萬 | 0.3% | −1,411−24.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,335 | $155.3 萬 | 0.3% | −197−2.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 48,582 | $152.6 萬 | 0.3% | −1,049−2.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,002 | $152.5 萬 | 0.3% | +849+3.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,342 | $150.7 萬 | 0.3% | +530+11.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,628 | $150.7 萬 | 0.3% | −6−0.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,957 | $147.9 萬 | 0.3% | +124+1.8% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 10,044 | $147.0 萬 | 0.3% | −259−2.5% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 6,220 | $146.8 萬 | 0.3% | +3,228+107.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,281 | $145.4 萬 | 0.3% | −185−2.9% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 18,681 | $143.3 萬 | 0.3% | +2,175+13.2% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 23,200 | $141.9 萬 | 0.2% | −334−1.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,483 | $138.2 萬 | 0.2% | +2,220+15.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 19,772 | $137.9 萬 | 0.2% | +1,904+10.7% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,891 | $137.1 萬 | 0.2% | +1,014+1.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 14,217 | $134.7 萬 | 0.2% | +302+2.2% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 1,855 | $133.3 萬 | 0.2% | −64−3.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,223 | $130.6 萬 | 0.2% | +81+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,718 | $130.4 萬 | 0.2% | +2,718 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 4,328 | $130.0 萬 | 0.2% | −54−1.2% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,634 | $130.0 萬 | 0.2% | +1,696+180.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,288 | $127.3 萬 | 0.2% | +29+0.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,702 | $125.8 萬 | 0.2% | +3,865+79.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,815 | $125.4 萬 | 0.2% | −328−1.2% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 20,949 | $125.1 萬 | 0.2% | +436+2.1% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 29,068 | $123.2 萬 | 0.2% | −589−2.0% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,129 | $120.8 萬 | 0.2% | −24−1.1% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 11,096 | $120.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,217 | $119.8 萬 | 0.2% | −146−2.3% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 512 | $119.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 21,562 | $119.7 萬 | 0.2% | +1,268+6.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,781 | $118.4 萬 | 0.2% | −39−0.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,139 | $117.3 萬 | 0.2% | +509+3.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,719 | $116.4 萬 | 0.2% | −437−8.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 11,296 | $114.7 萬 | 0.2% | −520−4.4% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 16,567 | $112.0 萬 | 0.2% | +3,836+30.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,547 | $111.5 萬 | 0.2% | −46−0.7% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（37 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 322,764 | $1,216 萬 | 2.2% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,500 | $743.0 萬 | 1.4% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 42,163 | $472.2 萬 | 0.9% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,197 | $341.8 萬 | 0.6% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,087 | $195.9 萬 | 0.4% | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 17,428 | $144.4 萬 | 0.3% | – |
| Paramount Global92556H206 | CL B | 77,291 | $99.7 萬 | 0.2% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,939 | $96.7 萬 | 0.2% | – |
| VRNAVerona Pharma plc | SPONSORED ADS | 6,495 | $61.4 萬 | 0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 2,749 | $55.8 萬 | 0.1% | 歷史 |
| ITGartner Inc | COM | 1,357 | $54.9 萬 | 0.1% | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 3,002 | $50.8 萬 | 0.1% | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,306 | $44.3 萬 | 0.1% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,135 | $40.1 萬 | 0.1% | – |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 7,247 | $36.5 萬 | 0.1% | 歷史 |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 8,141 | $35.3 萬 | 0.1% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 2,404 | $34.6 萬 | 0.1% | 歷史 |
| YPFYpf Sociedad Anonima | SPON ADR CL D | 10,476 | $32.9 萬 | 0.1% | 歷史 |
| PAMPampa Energy Inc. | SPONS ADR LVL I | 4,335 | $30.1 萬 | 0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,971 | $29.8 萬 | 0.1% | 歷史 |
| KMXCarMax Inc | COM | 4,114 | $27.7 萬 | 0.1% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,224 | $27.1 萬 | 0.1% | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 6,444 | $24.2 萬 | <0.1% | – |
| FOXAFox Corp | CL A COM | 4,310 | $24.2 萬 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 1,939 | $24.1 萬 | <0.1% | 歷史 |
| POWIPower Integrations Inc | COM | 4,196 | $23.5 萬 | <0.1% | 歷史 |
| MRNAModerna, Inc. | Stock | 8,342 | $23.0 萬 | <0.1% | 歷史 |
| FICOFair Isaac Corp | COM | 123 | $22.5 萬 | <0.1% | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 26,002 | $22.0 萬 | <0.1% | 歷史 |
| UFPIUfp Industries Inc | COM | 2,192 | $21.8 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,398 | $21.6 萬 | <0.1% | – |
| NOKNokia Corp | SPONSORED ADR | 41,695 | $21.6 萬 | <0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,160 | $21.4 萬 | <0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 2,335 | $21.2 萬 | <0.1% | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 10,473 | $15.6 萬 | <0.1% | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 10,043 | $13.4 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 10,018 | $11.8 萬 | <0.1% | 歷史 |