Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/22 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 504
- 較 2025 年第 3 季 +9
- 總值
- $6.30 億
- 較 2025 年第 3 季 +$5,993 萬 (+10.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 193,025 | $6,025 萬 | 9.6% | −126−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 140,740 | $3,826 萬 | 6.1% | +34,322+32.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,417 | $1,828 萬 | 2.9% | −180−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,655 | $1,724 萬 | 2.7% | +978+2.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 88,624 | $1,653 萬 | 2.6% | +5,902+7.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 64,868 | $1,497 萬 | 2.4% | +4,406+7.3% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 59,141 | $1,456 萬 | 2.3% | −3,790−6.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 38,704 | $1,215 萬 | 1.9% | +3,620+10.3% | 加碼 | 歷史 |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 447,977 | $1,146 萬 | 1.8% | +447,977 | 新進 | – |
| ITTItt Inc. | COM | 59,384 | $1,030 萬 | 1.6% | +135+0.2% | 加碼 | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 116,387 | $904.8 萬 | 1.4% | −1,963−1.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,329 | $867.5 萬 | 1.4% | +18,329 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,416 | $642.1 萬 | 1.0% | +342+3.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,112 | $592.2 萬 | 0.9% | +466+2.8% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,249 | $583.8 萬 | 0.9% | +51,249 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,023 | $554.1 萬 | 0.9% | +568+5.4% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 120,551 | $547.9 萬 | 0.9% | +4,921+4.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 13,408 | $531.4 萬 | 0.8% | +64+0.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,635 | $498.1 萬 | 0.8% | +282+6.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,255 | $494.0 萬 | 0.8% | +432+2.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 175,888 | $482.5 萬 | 0.8% | −19,979−10.2% | 減碼 | – |
| VVisa Inc. | Stock | 12,795 | $448.7 萬 | 0.7% | +247+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 9,888 | $444.7 萬 | 0.7% | +44+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,666 | $440.0 萬 | 0.7% | +510+8.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 18,724 | $406.5 萬 | 0.6% | −180−1.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,099 | $405.3 萬 | 0.6% | −111−1.5% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 48,051 | $387.4 萬 | 0.6% | +267+0.6% | 加碼 | – |
| CVXChevron Corp | Stock | 25,189 | $383.9 萬 | 0.6% | +458+1.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 31,156 | $374.9 萬 | 0.6% | +871+2.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,304 | $332.0 萬 | 0.5% | −285−2.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 8,850 | $327.4 萬 | 0.5% | −452−4.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 16,185 | $315.5 萬 | 0.5% | −457−2.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 16,082 | $294.9 萬 | 0.5% | −39−0.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,554 | $280.5 萬 | 0.4% | +111+0.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 67,823 | $276.2 萬 | 0.4% | +190+0.3% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 17,166 | $276.0 萬 | 0.4% | −218−1.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 47,293 | $272.7 萬 | 0.4% | −337−0.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,439 | $257.2 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 15,868 | $255.4 萬 | 0.4% | +1,393+9.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,721 | $239.1 萬 | 0.4% | +73+2.8% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 14,689 | $235.6 萬 | 0.4% | +313+2.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,167 | $231.9 萬 | 0.4% | +59+2.8% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,270 | $223.9 萬 | 0.4% | +86+1.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,492 | $222.0 萬 | 0.4% | +442+3.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 23,448 | $219.8 萬 | 0.3% | −5,802−19.8% | 減碼依 10 比 1 拆股換算 | 歷史 |
| TAT&T Inc. | Stock | 88,064 | $218.8 萬 | 0.3% | −4,151−4.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,406 | $215.7 萬 | 0.3% | −30−0.5% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 20,297 | $214.5 萬 | 0.3% | +610+3.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 18,957 | $211.2 萬 | 0.3% | +1,404+8.0% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,524 | $207.1 萬 | 0.3% | +151+6.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 36,958 | $203.3 萬 | 0.3% | +160.0% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 15,374 | $200.0 萬 | 0.3% | −2,638−14.6% | 減碼 | – |
| SESea Ltd | SPONSORD ADS | 15,363 | $196.0 萬 | 0.3% | +466+3.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 12,735 | $195.1 萬 | 0.3% | +1,135+9.8% | 加碼依 5 比 1 拆股換算 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 42,939 | $192.0 萬 | 0.3% | −307−0.7% | 減碼依 2 比 1 拆股換算 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 20,145 | $185.2 萬 | 0.3% | +1,464+7.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 7,358 | $178.3 萬 | 0.3% | +401+5.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,683 | $177.8 萬 | 0.3% | −4−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 25,179 | $176.0 萬 | 0.3% | +2,177+9.5% | 加碼 | 歷史 |
| AONAon plc | CL A | 4,937 | $174.2 萬 | 0.3% | −257−4.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 68,466 | $170.5 萬 | 0.3% | −670−1.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,260 | $167.8 萬 | 0.3% | +175+1.0% | 加碼 | – |
| WRBBerkley W R Corp | COM | 23,438 | $164.4 萬 | 0.3% | −629−2.6% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 6,653 | $161.6 萬 | 0.3% | −1,796−21.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,342 | $159.8 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 5,734 | $157.9 萬 | 0.3% | −486−7.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,210 | $154.3 萬 | 0.2% | −132−2.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,317 | $153.9 萬 | 0.2% | +7,317 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 4,649 | $153.5 萬 | 0.2% | −750−13.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,047 | $149.6 萬 | 0.2% | −436−2.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 11,846 | $148.4 萬 | 0.2% | −2,598−18.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,422 | $146.7 萬 | 0.2% | +141+2.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,810 | $145.5 萬 | 0.2% | +408+2.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,808 | $144.9 萬 | 0.2% | +1,669+9.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 12,369 | $144.3 萬 | 0.2% | +1,073+9.5% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 9,534 | $144.2 萬 | 0.2% | +2,320+32.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,085 | $143.0 萬 | 0.2% | −334−7.6% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,852 | $143.0 萬 | 0.2% | +161+9.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 47,229 | $141.2 萬 | 0.2% | −1,353−2.8% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 23,986 | $140.5 萬 | 0.2% | +786+3.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,798 | $140.4 萬 | 0.2% | +1,510+18.2% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 16,956 | $136.9 萬 | 0.2% | +9,822+137.7% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,002 | $134.9 萬 | 0.2% | +147+7.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 24,998 | $134.8 萬 | 0.2% | −2,817−10.1% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,905 | $131.8 萬 | 0.2% | +140.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,700 | $131.7 萬 | 0.2% | −18−0.7% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,321 | $131.5 萬 | 0.2% | +1,306+128.7% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 3,071 | $131.0 萬 | 0.2% | −401−11.5% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 24,490 | $129.4 萬 | 0.2% | +3,541+16.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,483 | $127.9 萬 | 0.2% | −145−8.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 10,167 | $127.9 萬 | 0.2% | +123+1.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 19,916 | $126.9 萬 | 0.2% | +144+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,715 | $126.5 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,108 | $124.5 萬 | 0.2% | −594−6.8% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,646 | $124.3 萬 | 0.2% | +12+0.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,134 | $123.7 萬 | 0.2% | +107+5.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,007 | $120.0 萬 | 0.2% | +716+6.3% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 4,199 | $119.0 萬 | 0.2% | +835+24.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,615 | $118.7 萬 | 0.2% | −602−4.2% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 2,023 | $116.1 萬 | 0.2% | −106−5.0% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（27 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IPGInterpublic Group of Companies, Inc. | COM | 23,743 | $66.3 萬 | 0.1% | 歷史 |
| EBAYeBay Inc | COM | 4,405 | $40.1 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,697 | $34.5 萬 | 0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 5,183 | $33.0 萬 | 0.1% | 歷史 |
| CBTCabot Corp | COM | 4,004 | $30.4 萬 | 0.1% | 歷史 |
| STESTERIS plc | SHS USD | 1,215 | $30.1 萬 | 0.1% | 歷史 |
| GRFSGrifols SA | SP ADR REP B NVT | 24,522 | $24.4 萬 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 697 | $24.1 萬 | <0.1% | 歷史 |
| KTKT Corp | SPONSORED ADR | 12,332 | $24.0 萬 | <0.1% | 歷史 |
| CNXCConcentrix Corp | Stock | 5,143 | $23.7 萬 | <0.1% | 歷史 |
| PRGOPERRIGO Co plc | SHS | 10,589 | $23.6 萬 | <0.1% | 歷史 |
| SHOEShoe Station Group Inc | COM | 11,173 | $23.2 萬 | <0.1% | 歷史 |
| YSGYatsen Holding Ltd | SPONSORED ADS | 25,422 | $23.0 萬 | <0.1% | 歷史 |
| PSAPublic Storage | COM | 774 | $22.4 萬 | <0.1% | 歷史 |
| STSensata Technologies Holding plc | SHS | 7,243 | $22.1 萬 | <0.1% | 歷史 |
| PACPacific Airport Group | SPON ADS B | 932 | $22.1 萬 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 812 | $22.1 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,258 | $21.8 萬 | <0.1% | 歷史 |
| ROLRollins Inc | COM | 3,597 | $21.1 萬 | <0.1% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 880 | $21.0 萬 | <0.1% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,504 | $20.6 萬 | <0.1% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 8,283 | $20.5 萬 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,075 | $20.5 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 3,736 | $20.4 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 586 | $20.3 萬 | <0.1% | 歷史 |
| KCKingsoft Cloud Holdings Ltd | ADS | 12,174 | $18.2 萬 | <0.1% | 歷史 |
| UMHUmh Properties, Inc. | COM | 10,564 | $15.7 萬 | <0.1% | 歷史 |