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 |
|---|---|---|---|---|---|---|---|
| LYGLloyds Banking Group plc | SPONSORED ADR | 19,616 | $10.4 萬 | <0.1% | −2,129−9.8% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 14,053 | $14.2 萬 | <0.1% | +182+1.3% | 加碼 | 歷史 |
| NWGNatWest Group plc | SPONS ADR | 10,104 | $17.7 萬 | <0.1% | +10,104 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 15,250 | $19.0 萬 | <0.1% | −1,086−6.6% | 減碼 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,302 | $20.0 萬 | <0.1% | +3,302 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 5,548 | $20.1 萬 | <0.1% | −2,042−26.9% | 減碼 | 歷史 |
| KBRKBR, Inc. | COM | 5,016 | $20.2 萬 | <0.1% | +700+16.2% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,543 | $20.2 萬 | <0.1% | −127−4.8% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,158 | $20.2 萬 | <0.1% | +1,158 | 新進 | 歷史 |
| EEExcelerate Energy, Inc. | CL A COM | 7,229 | $20.3 萬 | <0.1% | +7,229 | 新進 | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,642 | $20.9 萬 | <0.1% | +2,642 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 2,528 | $21.0 萬 | <0.1% | +78+3.2% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 620 | $21.0 萬 | <0.1% | −13−2.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 981 | $21.1 萬 | <0.1% | −2,146−68.6% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,315 | $21.1 萬 | <0.1% | −2−0.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,679 | $21.2 萬 | <0.1% | +2,679 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 1,643 | $21.2 萬 | <0.1% | −77−4.5% | 減碼 | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 27,653 | $21.3 萬 | <0.1% | +1,661+6.4% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,034 | $21.3 萬 | <0.1% | +28+2.8% | 加碼 | 歷史 |
| MOG.AMoog Inc. | CL A | 879 | $21.4 萬 | <0.1% | +879 | 新進 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,581 | $21.4 萬 | <0.1% | +2,581 | 新進 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,014 | $21.5 萬 | <0.1% | +71+7.5% | 加碼 | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,768 | $21.5 萬 | <0.1% | −433−10.3% | 減碼 | 歷史 |
| VEONVEON Ltd. | SPONSORED ADS | 4,097 | $21.5 萬 | <0.1% | +268+7.0% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 1,570 | $21.6 萬 | <0.1% | +4+0.3% | 加碼 | 歷史 |
| GENGen Digital Inc. | Stock | 7,975 | $21.7 萬 | <0.1% | +7,975 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 4,636 | $21.7 萬 | <0.1% | +4,636 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 7,896 | $21.7 萬 | <0.1% | +340+4.5% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 949 | $21.8 萬 | <0.1% | +949 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,356 | $22.0 萬 | <0.1% | −126−8.5% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 16,875 | $22.1 萬 | <0.1% | +3,442+25.6% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 21,453 | $22.3 萬 | <0.1% | −652−2.9% | 減碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 19,023 | $22.3 萬 | <0.1% | −1,109−5.5% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 571 | $22.3 萬 | <0.1% | −25−4.2% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 5,435 | $22.4 萬 | <0.1% | +5,435 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 1,937 | $22.6 萬 | <0.1% | +238+14.0% | 加碼 | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 577 | $22.7 萬 | <0.1% | +101+21.2% | 加碼 | 歷史 |
| MTRNMATERION Corp | COM | 1,825 | $22.7 萬 | <0.1% | −459−20.1% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 1,737 | $22.8 萬 | <0.1% | +1,737 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 663 | $22.9 萬 | <0.1% | −33−4.7% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 2,792 | $22.9 萬 | <0.1% | +2,792 | 新進 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 514 | $22.9 萬 | <0.1% | +1+0.2% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 1,684 | $23.0 萬 | <0.1% | +104+6.6% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 1,601 | $23.1 萬 | <0.1% | −252−13.6% | 減碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 3,675 | $23.1 萬 | <0.1% | −228−5.8% | 減碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 8,292 | $23.1 萬 | <0.1% | +573+7.4% | 加碼 | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 6,763 | $23.2 萬 | <0.1% | +6,763 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 257 | $23.3 萬 | <0.1% | −32−11.1% | 減碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,603 | $23.3 萬 | <0.1% | +1,118+14.9% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 2,519 | $23.4 萬 | <0.1% | +419+20.0% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 6,403 | $23.4 萬 | <0.1% | +188+3.0% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,166 | $23.6 萬 | <0.1% | −187−5.6% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,475 | $23.6 萬 | <0.1% | −54−3.5% | 減碼 | 歷史 |
| CGNXCognex Corp | COM | 6,581 | $23.7 萬 | <0.1% | −183−2.7% | 減碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 4,045 | $23.7 萬 | <0.1% | −324−7.4% | 減碼 | 歷史 |
| CWKCushman & Wakefield Ltd. | COMMON SHARES | 14,676 | $23.8 萬 | <0.1% | +14,676 | 新進 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 1,907 | $23.8 萬 | <0.1% | −102−5.1% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,645 | $23.8 萬 | <0.1% | −266−13.9% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 1,900 | $23.9 萬 | <0.1% | +298+18.6% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 670 | $23.9 萬 | <0.1% | +54+8.8% | 加碼 | 歷史 |
| KMXCarMax Inc | COM | 6,207 | $24.0 萬 | <0.1% | +6,207 | 新進 | 歷史 |
| LSTRLandstar System Inc | COM | 1,674 | $24.1 萬 | <0.1% | −213−11.3% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 2,251 | $24.1 萬 | <0.1% | −24−1.1% | 減碼 | 歷史 |
| CRAICra International, Inc. | COM | 1,202 | $24.1 萬 | <0.1% | −49−3.9% | 減碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 598 | $24.2 萬 | <0.1% | −31−4.9% | 減碼 | 歷史 |
| GEFGreif, Inc | CL A | 3,600 | $24.4 萬 | <0.1% | +3,600 | 新進 | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 20,682 | $24.5 萬 | <0.1% | +1,110+5.7% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,945 | $24.6 萬 | <0.1% | −28−1.4% | 減碼 | 歷史 |
| PRDOPerdoceo Education Corp | COM | 8,400 | $24.6 萬 | <0.1% | +1,089+14.9% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,892 | $24.7 萬 | <0.1% | +113+6.4% | 加碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,692 | $24.9 萬 | <0.1% | +43+1.2% | 加碼 | 歷史 |
| FNFabrinet | SHS | 547 | $24.9 萬 | <0.1% | −38−6.5% | 減碼 | 歷史 |
| FSVFirstService Corp | COM | 1,601 | $24.9 萬 | <0.1% | +208+14.9% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,734 | $25.0 萬 | <0.1% | −403−9.7% | 減碼 | 歷史 |
| UNFUnifirst Corp | COM | 1,309 | $25.3 萬 | <0.1% | −76−5.5% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,248 | $25.3 萬 | <0.1% | +1,659+36.2% | 加碼 | 歷史 |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,440 | $25.3 萬 | <0.1% | −65−4.3% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 747 | $25.4 萬 | <0.1% | −194−20.6% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 1,223 | $25.5 萬 | <0.1% | +68+5.9% | 加碼 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 6,838 | $25.5 萬 | <0.1% | +6,838 | 新進 | 歷史 |
| CHEChemed Corp | COM | 597 | $25.6 萬 | <0.1% | −53−8.2% | 減碼 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 7,099 | $25.7 萬 | <0.1% | +558+8.5% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,811 | $25.8 萬 | <0.1% | +1,993+22.6% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 7,746 | $26.0 萬 | <0.1% | −468−5.7% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 2,843 | $26.0 萬 | <0.1% | −45−1.6% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 7,043 | $26.2 萬 | <0.1% | +1,050+17.5% | 加碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 2,975 | $26.2 萬 | <0.1% | +2,975 | 新進 | 歷史 |
| BF.BBrown Forman Corp | Stock | 10,076 | $26.3 萬 | <0.1% | +416+4.3% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,884 | $26.3 萬 | <0.1% | +12+0.4% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 11,789 | $26.4 萬 | <0.1% | −392−3.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,713 | $26.5 萬 | <0.1% | +366+27.2% | 加碼 | 歷史 |
| AESAES Corp | Stock | 18,487 | $26.5 萬 | <0.1% | −1,348−6.8% | 減碼 | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,615 | $26.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 7,220 | $26.7 萬 | <0.1% | −1,536−17.5% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 2,363 | $26.7 萬 | <0.1% | −406−14.7% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,398 | $26.8 萬 | <0.1% | +92+2.8% | 加碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 5,917 | $26.9 萬 | <0.1% | −321−5.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 556 | $26.9 萬 | <0.1% | +45+8.8% | 加碼 | 歷史 |
| WTWisdomTree, Inc. | COM | 22,092 | $26.9 萬 | <0.1% | +4,628+26.5% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,213 | $27.1 萬 | <0.1% | +50+4.3% | 加碼 | 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 |