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 |
|---|---|---|---|---|---|---|---|
| AERAerCap Holdings N.V. | SHS | 2,159 | $26.1 萬 | <0.1% | −23−1.1% | 減碼 | 歷史 |
| PORPortland General Electric Co | COM NEW | 5,941 | $26.1 萬 | <0.1% | +537+9.9% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 2,100 | $26.2 萬 | <0.1% | +2,100 | 新進 | 歷史 |
| BF.BBrown Forman Corp | Stock | 9,660 | $26.2 萬 | <0.1% | +1,689+21.2% | 加碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 6,471 | $26.3 萬 | <0.1% | +160+2.5% | 加碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,529 | $26.3 萬 | <0.1% | +30+2.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 7,083 | $26.3 萬 | <0.1% | +7,083 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,580 | $26.4 萬 | <0.1% | −22−1.4% | 減碼 | 歷史 |
| FSVFirstService Corp | COM | 1,393 | $26.5 萬 | <0.1% | −214−13.3% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 11,685 | $26.6 萬 | <0.1% | +1,592+15.8% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 289 | $26.6 萬 | <0.1% | −12−4.0% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 3,529 | $26.8 萬 | <0.1% | +3,529 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 2,486 | $26.8 萬 | <0.1% | −1,292−34.2% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,347 | $26.8 萬 | <0.1% | +7+0.5% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,035 | $26.9 萬 | <0.1% | +163+18.7% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 22,105 | $26.9 萬 | <0.1% | +4,309+24.2% | 加碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 3,694 | $26.9 萬 | <0.1% | +3,694 | 新進 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,275 | $27.0 萬 | <0.1% | −190−7.7% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 7,590 | $27.0 萬 | <0.1% | +348+4.8% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 4,201 | $27.0 萬 | <0.1% | +254+6.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 10,985 | $27.0 萬 | <0.1% | +10,985 | 新進 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 2,009 | $27.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 940 | $27.1 萬 | <0.1% | +98+11.6% | 加碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 941 | $27.1 萬 | <0.1% | −73−7.2% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 8,720 | $27.2 萬 | <0.1% | −1,379−13.7% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,306 | $27.2 萬 | <0.1% | −34−1.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,396 | $27.4 萬 | <0.1% | +206+17.3% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,533 | $27.4 萬 | <0.1% | +1,533 | 新進 | 歷史 |
| TTEKTetra Tech Inc | COM | 8,214 | $27.4 萬 | <0.1% | +60+0.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,233 | $27.4 萬 | <0.1% | −905−11.1% | 減碼 | – |
| PRDOPerdoceo Education Corp | COM | 7,311 | $27.5 萬 | <0.1% | +7,311 | 新進 | 歷史 |
| MTRNMATERION Corp | COM | 2,284 | $27.6 萬 | <0.1% | −346−13.2% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 2,476 | $28.0 萬 | <0.1% | +19+0.8% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,149 | $28.2 萬 | <0.1% | −27−2.3% | 減碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 10,215 | $28.2 萬 | <0.1% | +1,585+18.4% | 加碼 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,630 | $28.4 萬 | <0.1% | −26−1.6% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,298 | $28.8 萬 | 0.1% | −4,101−43.6% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 17,318 | $29.0 萬 | 0.1% | +1,104+6.8% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 6,143 | $29.0 萬 | 0.1% | +535+9.5% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 1,339 | $29.1 萬 | 0.1% | −51−3.7% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 650 | $29.1 萬 | 0.1% | +106+19.5% | 加碼 | 歷史 |
| HXLHexcel Corp | COM | 4,650 | $29.2 萬 | 0.1% | −80−1.7% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 2,100 | $29.5 萬 | 0.1% | +411+24.3% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,539 | $29.6 萬 | 0.1% | +72+4.9% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,463 | $29.7 萬 | 0.1% | −147−9.1% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 7,534 | $29.7 萬 | 0.1% | −250−3.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,215 | $30.1 萬 | 0.1% | −658−35.1% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,239 | $30.2 萬 | 0.1% | −326−12.7% | 減碼 | 歷史 |
| OSISOsi Systems Inc | COM | 1,217 | $30.3 萬 | 0.1% | +212+21.1% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 4,336 | $30.3 萬 | 0.1% | −873−16.8% | 減碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 27,029 | $30.4 萬 | 0.1% | +27,029 | 新進 | 歷史 |
| CBTCabot Corp | COM | 4,004 | $30.4 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 1,212 | $30.5 萬 | 0.1% | +215+21.6% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 6,764 | $30.6 萬 | 0.1% | −33−0.5% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 3,847 | $30.7 萬 | 0.1% | −711−15.6% | 減碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 3,295 | $30.8 萬 | 0.1% | +3,295 | 新進 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 12,726 | $31.0 萬 | 0.1% | +12,726 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,872 | $31.0 萬 | 0.1% | +148+5.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,610 | $31.0 萬 | 0.1% | −319−16.5% | 減碼 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 12,547 | $31.1 萬 | 0.1% | +1,568+14.3% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 4,137 | $31.3 萬 | 0.1% | +4,137 | 新進 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 29,326 | $31.3 萬 | 0.1% | −1,342−4.4% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 910 | $31.3 萬 | 0.1% | +133+17.1% | 加碼 | 歷史 |
| PATKPatrick Industries Inc | COM | 3,033 | $31.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,853 | $31.4 萬 | 0.1% | +270+10.5% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,853 | $31.4 萬 | 0.1% | +234+14.5% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 989 | $31.4 萬 | 0.1% | −18−1.8% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,297 | $31.6 萬 | 0.1% | +4+0.1% | 加碼 | – |
| RBCRBC Bearings INC | COM | 817 | $31.9 萬 | 0.1% | −32−3.8% | 減碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 926 | $32.1 萬 | 0.1% | +146+18.7% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,332 | $32.2 萬 | 0.1% | −39−1.2% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 2,880 | $32.2 萬 | 0.1% | −80−2.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,660 | $32.3 萬 | 0.1% | +122+3.4% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 1,314 | $32.4 萬 | 0.1% | +195+17.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 2,560 | $32.8 萬 | 0.1% | +440+20.8% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,214 | $33.0 萬 | 0.1% | +225+7.5% | 加碼 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 5,183 | $33.0 萬 | 0.1% | −1,604−23.6% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 12,676 | $33.0 萬 | 0.1% | +1,556+14.0% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 1,215 | $33.3 萬 | 0.1% | −30−2.4% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 186 | $33.3 萬 | 0.1% | +30+19.2% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,794 | $33.4 萬 | 0.1% | +40.0% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 514 | $33.4 萬 | 0.1% | +77+17.6% | 加碼 | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 5,577 | $33.6 萬 | 0.1% | +5,577 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,493 | $33.7 萬 | 0.1% | +62+4.3% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 3,211 | $33.8 萬 | 0.1% | +404+14.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,259 | $33.9 萬 | 0.1% | +58+0.4% | 加碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 6,032 | $34.1 萬 | 0.1% | −835−12.2% | 減碼 | – |
| BIIBBiogen Inc. | COM | 2,438 | $34.2 萬 | 0.1% | +421+20.9% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,476 | $34.2 萬 | 0.1% | +505+17.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,353 | $34.3 萬 | 0.1% | −721−23.5% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 8,756 | $34.3 萬 | 0.1% | +579+7.1% | 加碼 | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 33,226 | $34.3 萬 | 0.1% | −1,279−3.7% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 2,925 | $34.5 萬 | 0.1% | −9−0.3% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,331 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 8,031 | $34.5 萬 | 0.1% | +246+3.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,697 | $34.5 萬 | 0.1% | +167+10.9% | 加碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 10,364 | $34.6 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,751 | $34.6 萬 | 0.1% | +11+0.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,163 | $34.6 萬 | 0.1% | +39+3.5% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 5,478 | $34.7 萬 | 0.1% | −157−2.8% | 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 |