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 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 2,539 | $60.0 萬 | 0.1% | +180+7.6% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,921 | $60.0 萬 | 0.1% | −69−3.5% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,789 | $60.6 萬 | 0.1% | +47+1.3% | 加碼 | 歷史 |
| BCSBarclays PLC | ADR | 29,530 | $61.0 萬 | 0.1% | −165−0.6% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 4,195 | $61.9 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,749 | $62.6 萬 | 0.1% | −289−9.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 7,459 | $62.9 萬 | 0.1% | +110+1.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,451 | $63.4 萬 | 0.1% | +261+8.2% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 8,142 | $63.9 萬 | 0.1% | +432+5.6% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,069 | $64.1 萬 | 0.1% | −31−1.5% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,599 | $64.4 萬 | 0.1% | +33+0.4% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 3,340 | $64.7 萬 | 0.1% | +440+15.2% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 3,312 | $64.9 萬 | 0.1% | +1,549+87.9% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,431 | $65.2 萬 | 0.1% | +522+5.3% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 23,743 | $66.3 萬 | 0.1% | −290−1.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,342 | $67.1 萬 | 0.1% | −235−6.6% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 10,518 | $67.5 萬 | 0.1% | −58−0.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,220 | $67.8 萬 | 0.1% | +110+5.2% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,582 | $67.9 萬 | 0.1% | +7,582 | 新進 | – |
| EHCEncompass Health Corp | COM | 5,413 | $68.8 萬 | 0.1% | +22+0.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,563 | $68.8 萬 | 0.1% | +154+2.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,311 | $69.7 萬 | 0.1% | −119−3.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,424 | $69.9 萬 | 0.1% | −55−3.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,685 | $69.9 萬 | 0.1% | −148−3.9% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 35,802 | $69.9 萬 | 0.1% | −6,640−15.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,576 | $70.9 萬 | 0.1% | +415+13.1% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,972 | $71.2 萬 | 0.1% | −1,146−27.8% | 減碼 | – |
| EXPEExpedia Group, Inc. | Stock | 3,364 | $71.9 萬 | 0.1% | −67−2.0% | 減碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,135 | $72.2 萬 | 0.1% | −4,549−21.0% | 減碼 | – |
| SLBSLB Limited | Stock | 21,095 | $72.5 萬 | 0.1% | +375+1.8% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,147 | $72.8 萬 | 0.1% | −2,869−31.8% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,726 | $72.9 萬 | 0.1% | −1,616−25.5% | 減碼 | – |
| CAGConagra Brands Inc. | Stock | 40,395 | $74.0 萬 | 0.1% | +4,757+13.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,377 | $74.8 萬 | 0.1% | −446−9.2% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,495 | $74.9 萬 | 0.1% | −400−3.7% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 15,537 | $75.1 萬 | 0.1% | +527+3.5% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,127 | $75.3 萬 | 0.1% | −1,980−38.8% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 12,620 | $75.4 萬 | 0.1% | −1,104−8.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,457 | $75.9 萬 | 0.1% | +28+0.3% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,811 | $76.8 萬 | 0.1% | −2,688−23.4% | 減碼 | – |
| MCOMoodys Corp | Stock | 1,619 | $77.2 萬 | 0.1% | −33−2.0% | 減碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 8,627 | $77.4 萬 | 0.1% | −44−0.5% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 48,780 | $78.1 萬 | 0.1% | +2,449+5.3% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 3,763 | $78.3 萬 | 0.1% | −39−1.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,858 | $78.4 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,796 | $78.9 萬 | 0.1% | −17−0.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,478 | $79.2 萬 | 0.1% | −392−4.4% | 減碼 | – |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 49,709 | $79.2 萬 | 0.1% | −753−1.5% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 19,353 | $79.3 萬 | 0.1% | +156+0.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,454 | $80.8 萬 | 0.1% | +83+3.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,159 | $80.8 萬 | 0.1% | −34−1.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,911 | $82.1 萬 | 0.1% | −1,127−27.9% | 減碼 | – |
| PGRProgressive Corp | Stock | 3,331 | $82.3 萬 | 0.1% | +723+27.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,442 | $83.4 萬 | 0.1% | +249+3.5% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,720 | $83.5 萬 | 0.1% | +40+2.4% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 29,095 | $83.8 萬 | 0.1% | −1,368−4.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 11,175 | $84.2 萬 | 0.1% | +291+2.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 8,675 | $84.7 萬 | 0.1% | +5,882+210.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 10,358 | $85.0 萬 | 0.1% | +3,206+44.8% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 19,420 | $85.4 萬 | 0.1% | −8,352−30.1% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 10,339 | $86.3 萬 | 0.2% | −112−1.1% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 5,004 | $88.0 萬 | 0.2% | +191+4.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,897 | $88.0 萬 | 0.2% | −12−0.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,723 | $88.2 萬 | 0.2% | −468−11.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,694 | $88.3 萬 | 0.2% | −114−1.0% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,355 | $88.4 萬 | 0.2% | +6,355 | 新進 | – |
| APTVAptiv PLC | Stock | 10,266 | $88.5 萬 | 0.2% | −286−2.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,278 | $89.4 萬 | 0.2% | +83+2.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 15,913 | $90.9 萬 | 0.2% | +2,461+18.3% | 加碼 | – |
| LENLennar Corp | CL A | 7,221 | $91.0 萬 | 0.2% | +123+1.7% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 30,142 | $91.1 萬 | 0.2% | +678+2.3% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,045 | $91.1 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 6,927 | $92.7 萬 | 0.2% | +1,535+28.5% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,691 | $95.1 萬 | 0.2% | −65−3.7% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 7,707 | $95.4 萬 | 0.2% | −742−8.8% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 3,076 | $96.4 萬 | 0.2% | −140−4.4% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,723 | $96.6 萬 | 0.2% | −156−3.2% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 30,521 | $98.3 萬 | 0.2% | +345+1.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,027 | $98.3 萬 | 0.2% | −1,286−38.8% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,327 | $99.2 萬 | 0.2% | −106−4.4% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 11,810 | $99.6 萬 | 0.2% | +391+3.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,627 | $100.0 萬 | 0.2% | +37+2.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,039 | $100.2 萬 | 0.2% | −9−0.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,323 | $100.3 萬 | 0.2% | −53−3.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,737 | $102.3 萬 | 0.2% | +870+8.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,573 | $104.5 萬 | 0.2% | −80−1.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,637 | $104.6 萬 | 0.2% | −132−7.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,279 | $106.2 萬 | 0.2% | +2,192+30.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,615 | $106.7 萬 | 0.2% | −321−2.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,291 | $107.8 萬 | 0.2% | −300−2.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,550 | $109.3 萬 | 0.2% | +242+2.1% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 7,214 | $109.7 萬 | 0.2% | +12+0.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 949 | $110.7 萬 | 0.2% | +46+5.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,422 | $111.1 萬 | 0.2% | +77+1.8% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 14,955 | $111.4 萬 | 0.2% | +79+0.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,547 | $111.5 萬 | 0.2% | −46−0.7% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 16,567 | $112.0 萬 | 0.2% | +3,836+30.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 11,296 | $114.7 萬 | 0.2% | −520−4.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 4,719 | $116.4 萬 | 0.2% | −437−8.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,139 | $117.3 萬 | 0.2% | +509+3.1% | 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 |