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 |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 4,165 | $34.8 萬 | 0.1% | +2,064+98.2% | 加碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,615 | $34.9 萬 | 0.1% | +377+7.2% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 2,942 | $35.3 萬 | 0.1% | +2,942 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,695 | $35.3 萬 | 0.1% | −351−11.5% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 4,765 | $35.5 萬 | 0.1% | +450+10.4% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 4,061 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,764 | $35.8 萬 | 0.1% | +3,764 | 新進 | – |
| PSMTPricesmart Inc | COM | 2,998 | $36.3 萬 | 0.1% | +59+2.0% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,340 | $36.5 萬 | 0.1% | −353−5.3% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 2,423 | $36.5 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 1,428 | $36.6 萬 | 0.1% | +40+2.9% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,289 | $36.7 萬 | 0.1% | +124+3.9% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 755 | $36.8 萬 | 0.1% | +38+5.3% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,035 | $36.8 萬 | 0.1% | +454+8.1% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,161 | $36.9 萬 | 0.1% | +48+0.9% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 387 | $37.0 萬 | 0.1% | +23+6.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,226 | $37.2 萬 | 0.1% | +271+13.9% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,164 | $37.7 萬 | 0.1% | −119−9.3% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,831 | $38.1 萬 | 0.1% | +704+33.1% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 1,808 | $38.2 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 1,750 | $38.4 萬 | 0.1% | −367−17.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,270 | $38.6 萬 | 0.1% | +4,270 | 新進 | – |
| COINCoinbase Global, Inc. | COM CL A | 1,147 | $38.7 萬 | 0.1% | +15+1.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,443 | $39.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,489 | $39.2 萬 | 0.1% | +54+1.6% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,425 | $39.3 萬 | 0.1% | +128+5.6% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,769 | $39.6 萬 | 0.1% | −758−21.5% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 4,405 | $40.1 萬 | 0.1% | −496−10.1% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 2,143 | $40.2 萬 | 0.1% | −453−17.4% | 減碼 | 歷史 |
| CYDChina Yuchai International Ltd | COM | 9,762 | $40.4 萬 | 0.1% | +9,762 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,379 | $40.5 萬 | 0.1% | −323−19.0% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 2,113 | $40.8 萬 | 0.1% | −162−7.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 856 | $40.9 萬 | 0.1% | +4+0.5% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 6,913 | $41.1 萬 | 0.1% | −1,662−19.4% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 383 | $41.3 萬 | 0.1% | +32+9.1% | 加碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 22,853 | $41.5 萬 | 0.1% | +86+0.4% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 7,909 | $42.0 萬 | 0.1% | +3,122+65.2% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,102 | $42.0 萬 | 0.1% | +384+14.1% | 加碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,092 | $42.3 萬 | 0.1% | +265+3.9% | 加碼 | 歷史 |
| CXTCrane NXT, Co. | COM | 6,343 | $42.5 萬 | 0.1% | +1,664+35.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,726 | $42.7 萬 | 0.1% | +293+8.5% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,262 | $42.7 萬 | 0.1% | −712−23.9% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 3,324 | $42.9 萬 | 0.1% | +2,107+173.1% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 5,663 | $42.9 萬 | 0.1% | −150−2.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 80 | $43.2 萬 | 0.1% | +10+14.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,255 | $44.1 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 10,536 | $44.2 萬 | 0.1% | +10,536 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 985 | $45.0 萬 | 0.1% | +15+1.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,015 | $45.4 萬 | 0.1% | +29+2.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,179 | $46.2 萬 | 0.1% | +42+3.7% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,175 | $46.4 萬 | 0.1% | +170+4.2% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 792 | $46.4 萬 | 0.1% | +6+0.8% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,918 | $46.9 萬 | 0.1% | +938+23.6% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 2,755 | $47.0 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 2,645 | $47.1 萬 | 0.1% | −451−14.6% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 62,188 | $47.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FIXComfort Systems USA Inc | COM | 573 | $47.3 萬 | 0.1% | +69+13.7% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 14,830 | $47.4 萬 | 0.1% | −663−4.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,395 | $47.9 萬 | 0.1% | +210+5.0% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 2,772 | $47.9 萬 | 0.1% | −543−16.4% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,965 | $48.1 萬 | 0.1% | +45+0.8% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 886 | $48.1 萬 | 0.1% | +120+15.7% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,019 | $48.3 萬 | 0.1% | +69+3.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,734 | $48.4 萬 | 0.1% | +72+4.3% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,604 | $48.7 萬 | 0.1% | +549+26.7% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 10,268 | $48.8 萬 | 0.1% | −151−1.4% | 減碼 | – |
| NETCloudflare, Inc. | CL A COM | 2,311 | $49.6 萬 | 0.1% | −317−12.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,496 | $49.9 萬 | 0.1% | +11+0.2% | 加碼 | 歷史 |
| SXIStandex International Corp | COM | 2,358 | $50.0 萬 | 0.1% | −67−2.8% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 808 | $50.9 萬 | 0.1% | +21+2.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,284 | $52.0 萬 | 0.1% | −3,780−46.9% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 10,391 | $52.4 萬 | 0.1% | +813+8.5% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 6,598 | $53.6 萬 | 0.1% | −247−3.6% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,927 | $54.0 萬 | 0.1% | +218+3.2% | 加碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 8,929 | $54.0 萬 | 0.1% | −167−1.8% | 減碼 | 歷史 |
| MMM3M Co | Stock | 3,539 | $54.9 萬 | 0.1% | −587−14.2% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,199 | $55.4 萬 | 0.1% | +6,199 | 新進 | – |
| PSKYParamount Skydance Corp | COM CL B | 29,293 | $55.4 萬 | 0.1% | +29,293 | 新進 | 歷史 |
| DEDeere & Co | Stock | 1,224 | $56.0 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 11,093 | $56.0 萬 | 0.1% | +29+0.3% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,779 | $56.0 萬 | 0.1% | −647−18.9% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 923 | $56.2 萬 | 0.1% | −451−32.8% | 減碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 7,577 | $56.7 萬 | 0.1% | −324−4.1% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 29,469 | $56.7 萬 | 0.1% | −4,429−13.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,312 | $56.8 萬 | 0.1% | +90+4.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,934 | $56.8 萬 | 0.1% | +357+2.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,578 | $56.9 萬 | 0.1% | +786+43.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,071 | $57.2 萬 | 0.1% | +313+8.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,559 | $57.6 萬 | 0.1% | −2,722−43.3% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 13,352 | $57.6 萬 | 0.1% | +452+3.5% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,134 | $58.2 萬 | 0.1% | +309+4.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,056 | $58.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,503 | $58.3 萬 | 0.1% | −26−1.7% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 19,083 | $58.3 萬 | 0.1% | +2,042+12.0% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 21,492 | $58.5 萬 | 0.1% | +459+2.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,786 | $58.7 萬 | 0.1% | −938−4.8% | 減碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 34,566 | $58.8 萬 | 0.1% | +949+2.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,164 | $59.3 萬 | 0.1% | −17−0.8% | 減碼 | 歷史 |
| BPBP PLC | ADR | 17,264 | $59.5 萬 | 0.1% | +573+3.4% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 7,025 | $59.7 萬 | 0.1% | +322+4.8% | 加碼 | 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 |