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Livermore
Livermore
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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。

機構總覽
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%)
申報日
2025/11/10
SEC
Personal Cfo Solutions, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
LYGLloyds Banking Group plcSPONSORED ADR21,745$9.87 萬<0.1%+79+0.4%加碼歷史
HLNHaleon plcADR13,871$12.4 萬<0.1%−3,858−21.8%減碼歷史
UMHUmh Properties, Inc.COM10,564$15.7 萬<0.1%−5,135−32.7%減碼歷史
FFord Motor CoStock13,433$16.1 萬<0.1%+15+0.1%加碼歷史
VTRSViatris IncStock16,336$16.2 萬<0.1%+3,329+25.6%加碼歷史
KCKingsoft Cloud Holdings LtdADS12,174$18.2 萬<0.1%+1,212+11.1%加碼歷史
SHWSherwin Williams CoCOM586$20.3 萬<0.1%+586新進歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW7,485$20.4 萬<0.1%−1,022−12.0%減碼歷史
KBRKBR, Inc.COM4,316$20.4 萬<0.1%+4,316新進歷史
EXASExact Sciences CorpCOM3,736$20.4 萬<0.1%+3,736新進歷史
DRIDarden Restaurants IncCOM1,075$20.5 萬<0.1%−91−7.8%減碼歷史
LPLALPL Financial Holdings Inc.COM616$20.5 萬<0.1%+23+3.9%加碼歷史
NOGNorthern Oil & Gas, Inc.COM8,283$20.5 萬<0.1%+296+3.7%加碼歷史
GDDYGoDaddy Inc.CL A1,504$20.6 萬<0.1%+192+14.6%加碼歷史
KWRQuaker Chemical CorpCOM1,566$20.6 萬<0.1%+1,566新進歷史
LBRTLiberty Energy Inc.COM CL A16,753$20.7 萬<0.1%+3,340+24.9%加碼歷史
AEGAegon Ltd.AMER REG 1 CERT25,992$20.8 萬<0.1%+252+1.0%加碼歷史
OSKOshkosh CorpCOM1,602$20.8 萬<0.1%+1,602新進歷史
GPIGroup 1 Automotive IncCOM476$20.8 萬<0.1%+476新進歷史
VEONVEON Ltd.SPONSORED ADS3,829$20.8 萬<0.1%+3,829新進歷史
MORNMorningstar, Inc.COM900$20.9 萬<0.1%+900新進歷史
BRBroadridge Financial Solutions, Inc.Stock880$21.0 萬<0.1%−13−1.5%減碼歷史
SANBanco Santander, S.A.ADR20,132$21.1 萬<0.1%+4,303+27.2%加碼歷史
ROLRollins IncCOM3,597$21.1 萬<0.1%+3,597新進歷史
HDBHDFC Bank LtdSPONSORED ADS6,215$21.2 萬<0.1%−1,471−19.1%減碼依 2 比 1 拆股換算歷史
FNFabrinetSHS585$21.3 萬<0.1%−97−14.2%減碼歷史
KMIKinder Morgan, Inc.Stock7,556$21.4 萬<0.1%−285−3.6%減碼歷史
iShares Russell Midcap ETF464287499ETF2,217$21.4 萬<0.1%−1,071−32.6%減碼–
RSGRepublic Services, Inc.COM943$21.6 萬<0.1%−19−2.0%減碼歷史
FDXFedEx CorpStock922$21.7 萬<0.1%+922新進歷史
PYPLPayPal Holdings, Inc.Stock3,258$21.8 萬<0.1%−113−3.4%減碼歷史
RELXRELX PLCSPONSORED ADR4,589$21.9 萬<0.1%−4,124−47.3%減碼歷史
PKGPackaging Corp of AmericaStock1,006$21.9 萬<0.1%+1,006新進歷史
DASHDoorDash, Inc.Stock812$22.1 萬<0.1%+812新進歷史
PACPacific Airport GroupSPON ADS B932$22.1 萬<0.1%+932新進歷史
STSensata Technologies Holding plcSHS7,243$22.1 萬<0.1%−935−11.4%減碼歷史
CXCemex SAB de CVSPON ADR NEW24,659$22.2 萬<0.1%+24,659新進歷史
EGEverest Group, Ltd.COM633$22.2 萬<0.1%−57−8.3%減碼歷史
PSAPublic StorageCOM774$22.4 萬<0.1%−35−4.3%減碼歷史
FTNTFortinet, Inc.Stock2,670$22.4 萬<0.1%−1,343−33.5%減碼歷史
IFFInternational Flavors & Fragrances IncCOM3,649$22.5 萬<0.1%+142+4.0%加碼歷史
MWAMueller Water Products, Inc.COM SER A8,818$22.5 萬<0.1%+8,818新進歷史
MNSTMonster Beverage CorpCOM3,363$22.6 萬<0.1%−70−2.0%減碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99997,838$22.7 萬<0.1%−3,251−29.3%減碼歷史
CTRECareTrust REIT, Inc.COM6,541$22.7 萬<0.1%+6,541新進歷史
RJFRaymond James Financial IncCOM1,317$22.7 萬<0.1%−9−0.7%減碼歷史
YSGYatsen Holding LtdSPONSORED ADS25,422$23.0 萬<0.1%+25,422新進歷史
LSTRLandstar System IncCOM1,887$23.1 萬<0.1%−59−3.0%減碼歷史
UNFUnifirst CorpCOM1,385$23.2 萬<0.1%−1−0.1%減碼歷史
APGAPi Group CorpCOM STK6,746$23.2 萬<0.1%+2,229+49.3%加碼歷史
UFPTUfp Technologies IncCOM1,163$23.2 萬<0.1%+183+18.7%加碼歷史
SHOEShoe Station Group IncCOM11,173$23.2 萬<0.1%+40.0%加碼歷史
DLRDigital Realty Trust, Inc.COM1,347$23.3 萬<0.1%+73+5.7%加碼歷史
PRGOPERRIGO Co plcSHS10,589$23.6 萬<0.1%+107+1.0%加碼歷史
FCXFreeport-McMoran IncStock6,024$23.6 萬<0.1%+999+19.9%加碼歷史
CNXCConcentrix CorpStock5,143$23.7 萬<0.1%+72+1.4%加碼歷史
KEPKorea Electric Power CorpSPONSORED ADR18,261$23.8 萬<0.1%+18,261新進歷史
KTKT CorpSPONSORED ADR12,332$24.0 萬<0.1%−53−0.4%減碼歷史
DOVDOVER CorpCOM1,443$24.1 萬<0.1%−16−1.1%減碼歷史
WTWWillis Towers Watson PLCSHS697$24.1 萬<0.1%+697新進歷史
SNASnap-on IncCOM696$24.1 萬<0.1%−34−4.7%減碼歷史
ACADAcadia Pharmaceuticals IncCOM11,314$24.1 萬<0.1%+165+1.5%加碼歷史
CCJCameco CorpStock2,888$24.2 萬<0.1%+32+1.1%加碼歷史
WTWisdomTree, Inc.COM17,464$24.3 萬<0.1%+4,042+30.1%加碼歷史
DTEDte Energy CoCOM1,720$24.3 萬<0.1%−19−1.1%減碼歷史
CPBCAMPBELL'S CoCOM7,719$24.4 萬<0.1%+7,719新進歷史
OLEDUniversal Display CorpCOM1,699$24.4 萬<0.1%00.0%不變歷史
GRFSGrifols SASP ADR REP B NVT24,522$24.4 萬<0.1%+24,522新進歷史
MUSAMurphy USA Inc.COM629$24.4 萬<0.1%+39+6.6%加碼歷史
CFGCitizens Financial Group IncCOM4,600$24.5 萬<0.1%+12+0.3%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A3,353$24.5 萬<0.1%−37−1.1%減碼歷史
TTETotalEnergies SESPONSORED ADS4,116$24.6 萬<0.1%+15+0.4%加碼歷史
NLYAnnaly Capital Management IncREIT12,181$24.6 萬<0.1%+12,181新進歷史
PHMPultegroup IncCOM1,871$24.7 萬<0.1%+1,871新進歷史
NENoble Corp plcORD SHS A8,746$24.7 萬<0.1%+8,746新進歷史
AWKAmerican Water Works Company, Inc.Stock1,779$24.8 萬<0.1%−19−1.1%減碼歷史
Cyberark Software LtdM2682V108SHS513$24.8 萬<0.1%−63−10.9%減碼–
ALLAllstate CorpStock1,155$24.8 萬<0.1%−54−4.5%減碼歷史
TRNOTerreno Realty CorpCOM4,369$24.8 萬<0.1%−74−1.7%減碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS19,572$25.0 萬<0.1%+19,572新進歷史
ICEIntercontinental Exchange, Inc.Stock1,482$25.0 萬<0.1%+50+3.5%加碼歷史
IRMIron Mountain IncCOM2,450$25.0 萬<0.1%+124+5.3%加碼歷史
CFRCullen/Frost Bankers, Inc.COM1,973$25.0 萬<0.1%−62−3.0%減碼歷史
MARMarriott International IncStock965$25.1 萬<0.1%+20+2.1%加碼歷史
VNTVontier CorpStock5,993$25.2 萬<0.1%+5,993新進歷史
CVNACarvana Co.CL A668$25.2 萬<0.1%−16−2.3%減碼歷史
BCBrunswick CorpCOM3,991$25.2 萬<0.1%+193+5.1%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C1,505$25.3 萬<0.1%−24−1.6%減碼歷史
KNSLKinsale Capital Group, Inc.Stock596$25.4 萬<0.1%−148−19.9%減碼歷史
APOApollo Global Management, Inc.COM1,911$25.5 萬<0.1%+182+10.5%加碼歷史
LMTLockheed Martin CorpStock511$25.5 萬<0.1%+23+4.7%加碼歷史
CNSCohen & Steers, Inc.COM3,903$25.6 萬<0.1%+10.0%加碼歷史
CTRACoterra Energy Inc.Stock10,843$25.6 萬<0.1%−90−0.8%減碼歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A6,238$25.7 萬<0.1%−1,332−17.6%減碼歷史
INTAIntapp, Inc.COM6,289$25.7 萬<0.1%+6,289新進歷史
MTDRMatador Resources CoCOM5,732$25.8 萬<0.1%−27−0.5%減碼歷史
DXCMDexcom IncCOM3,864$26.0 萬<0.1%+185+5.0%加碼歷史
AVAAvista CorpCOM6,886$26.0 萬<0.1%+1,395+25.4%加碼歷史
CRAICra International, Inc.COM1,251$26.1 萬<0.1%−335−21.1%減碼歷史
AESAES CorpStock19,835$26.1 萬<0.1%−974−4.7%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。

Personal Cfo Solutions, LLC 在 2025 年第 2 季之後清倉的部位
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 Tr74347R842PSHS ULTRUSS2000322,764$1,216 萬2.2%–
iShares Russell 1000 Growth ETF464287614ETF17,500$743.0 萬1.4%–
iShares Tr464288885EAFE GRWTH ETF42,163$472.2 萬0.9%–
Invesco QQQ Trust Series I46090E103ETF6,197$341.8 萬0.6%–
iShares Russell 1000 Value ETF464287598ETF10,087$195.9 萬0.4%–
iShares Tr4642874571 3 YR TREAS BD17,428$144.4 萬0.3%–
Paramount Global92556H206CL B77,291$99.7 萬0.2%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,939$96.7 萬0.2%–
VRNAVerona Pharma plcSPONSORED ADS6,495$61.4 萬0.1%歷史
TEAMAtlassian CorpCL A2,749$55.8 萬0.1%歷史
ITGartner IncCOM1,357$54.9 萬0.1%歷史
iShares Inc464286392MSCI WORLD ETF3,002$50.8 萬0.1%–
iShares Tr464287622RUS 1000 ETF1,306$44.3 萬0.1%–
iShares Tr464287119MORNINGSTAR GRWT4,135$40.1 萬0.1%–
GGALGrupo Financiero Galicia SASPONSORED ADR7,247$36.5 萬0.1%歷史
QFINQfin Holdings, Inc.AMERICAN DEP8,141$35.3 萬0.1%歷史
BWXTBWX Technologies, Inc.COM2,404$34.6 萬0.1%歷史
YPFYpf Sociedad AnonimaSPON ADR CL D10,476$32.9 萬0.1%歷史
PAMPampa Energy Inc.SPONS ADR LVL I4,335$30.1 萬0.1%歷史
EDConsolidated Edison IncStock2,971$29.8 萬0.1%歷史
KMXCarMax IncCOM4,114$27.7 萬0.1%歷史
CHKPCheck Point Software Technologies LtdORD1,224$27.1 萬0.1%歷史
iShares Tr46435U853BROAD USD HIGH6,444$24.2 萬<0.1%–
FOXAFox CorpCL A COM4,310$24.2 萬<0.1%歷史
TWLOTwilio IncCL A1,939$24.1 萬<0.1%歷史
POWIPower Integrations IncCOM4,196$23.5 萬<0.1%歷史
MRNAModerna, Inc.Stock8,342$23.0 萬<0.1%歷史
FICOFair Isaac CorpCOM123$22.5 萬<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 1026,002$22.0 萬<0.1%歷史
UFPIUfp Industries IncCOM2,192$21.8 萬<0.1%歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF7,398$21.6 萬<0.1%–
NOKNokia CorpSPONSORED ADR41,695$21.6 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,160$21.4 萬<0.1%歷史
CLColgate Palmolive CoStock2,335$21.2 萬<0.1%歷史
PSOPearson PLCSPONSORED ADR10,473$15.6 萬<0.1%歷史
AESIAtlas Energy Solutions Inc.COM NEW10,043$13.4 萬<0.1%歷史
VFCV F CorpStock10,018$11.8 萬<0.1%歷史