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 |
|---|---|---|---|---|---|---|---|
| PHMPultegroup Inc | COM | 2,317 | $27.2 萬 | <0.1% | +446+23.8% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 270 | $27.3 萬 | <0.1% | +270 | 新進 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 3,577 | $27.3 萬 | <0.1% | +282+8.6% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 4,692 | $27.4 萬 | <0.1% | +92+2.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,441 | $27.5 萬 | <0.1% | +8,441 | 新進 | – |
| CELHCelsius Holdings, Inc. | COM NEW | 6,031 | $27.6 萬 | <0.1% | +6,031 | 新進 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,075 | $27.6 萬 | <0.1% | −158−2.2% | 減碼 | – |
| BAXBaxter International Inc | Stock | 14,525 | $27.8 萬 | <0.1% | +2,840+24.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 725 | $27.8 萬 | <0.1% | −260−26.4% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 3,748 | $27.8 萬 | <0.1% | −243−6.1% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 3,828 | $27.8 萬 | <0.1% | +134+3.6% | 加碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 6,136 | $28.0 萬 | <0.1% | −335−5.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,920 | $28.1 萬 | <0.1% | +703+31.7% | 加碼 | – |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,713 | $28.1 萬 | <0.1% | +83+5.1% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,124 | $28.2 萬 | <0.1% | −25−2.2% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 9,042 | $28.2 萬 | <0.1% | +9,042 | 新進 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 3,748 | $28.3 萬 | <0.1% | −99−2.6% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,256 | $28.4 萬 | <0.1% | +109+9.5% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 965 | $28.6 萬 | <0.1% | −24−2.4% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,869 | $28.6 萬 | <0.1% | +26+0.2% | 加碼 | 歷史 |
| TTETotalEnergies SE | ACT | 4,379 | $28.6 萬 | <0.1% | +263+6.4% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9,381 | $28.6 萬 | <0.1% | +1,543+19.7% | 加碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 1,997 | $28.7 萬 | <0.1% | −162−7.5% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 1,195 | $28.8 萬 | <0.1% | −20−1.6% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 1,212 | $28.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTDRMatador Resources Co | COM | 6,846 | $29.1 萬 | <0.1% | +1,114+19.4% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,378 | $29.1 萬 | <0.1% | +514+13.3% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 1,577 | $29.1 萬 | <0.1% | −909−36.6% | 減碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 1,124 | $29.1 萬 | <0.1% | −190−14.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,667 | $29.3 萬 | <0.1% | +57+3.5% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 353 | $29.7 萬 | <0.1% | +353 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 1,523 | $29.7 萬 | <0.1% | +80+5.5% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 1,497 | $29.7 萬 | <0.1% | +34+2.3% | 加碼 | 歷史 |
| HASHasbro, Inc. | COM | 3,666 | $30.1 萬 | <0.1% | +137+3.9% | 加碼 | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 35,562 | $30.1 萬 | <0.1% | +2,336+7.0% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,937 | $30.1 萬 | <0.1% | −274−8.5% | 減碼 | 歷史 |
| CXCemex SAB de CV | SPON ADR NEW | 26,231 | $30.1 萬 | <0.1% | +1,572+6.4% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,306 | $30.2 萬 | <0.1% | −8−0.1% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,375 | $30.3 萬 | <0.1% | −101−2.9% | 減碼 | 歷史 |
| NENoble Corp plc | ORD SHS A | 10,754 | $30.4 萬 | <0.1% | +2,008+23.0% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 7,943 | $30.4 萬 | <0.1% | +1,197+17.7% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 7,387 | $30.5 萬 | <0.1% | +7,387 | 新進 | 歷史 |
| RPMRPM International Inc | COM | 2,944 | $30.6 萬 | <0.1% | +19+0.6% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,300 | $30.9 萬 | <0.1% | +61+2.7% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,274 | $30.9 萬 | <0.1% | −24−0.5% | 減碼 | 歷史 |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 32,372 | $30.9 萬 | <0.1% | +3,046+10.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,204 | $31.0 萬 | <0.1% | −175−12.7% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,027 | $31.0 萬 | <0.1% | −187−5.8% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 12,906 | $31.0 萬 | <0.1% | +1,921+17.5% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,513 | $31.0 萬 | <0.1% | +117+8.4% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,455 | $31.0 萬 | <0.1% | +108+8.0% | 加碼 | 歷史 |
| HOMBHome Bancshares Inc | COM | 11,231 | $31.2 萬 | <0.1% | −563−4.8% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 1,443 | $31.3 萬 | <0.1% | +15+1.1% | 加碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 3,869 | $31.4 萬 | <0.1% | −192−4.7% | 減碼 | 歷史 |
| TPRTapestry, Inc. | COM | 2,461 | $31.4 萬 | <0.1% | −15−0.6% | 減碼 | 歷史 |
| KEPKorea Electric Power Corp | SPONSORED ADR | 19,161 | $31.6 萬 | 0.1% | +900+4.9% | 加碼 | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 7,632 | $31.8 萬 | 0.1% | −399−5.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,429 | $31.8 萬 | 0.1% | +76+3.2% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 8,773 | $31.8 萬 | 0.1% | +53+0.6% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,301 | $32.0 萬 | 0.1% | +4+0.1% | 加碼 | – |
| KHCKraft Heinz Co | Stock | 13,237 | $32.1 萬 | 0.1% | +561+4.4% | 加碼 | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 10,480 | $32.3 萬 | 0.1% | +10,480 | 新進 | 歷史 |
| AVAAvista Corp | COM | 8,396 | $32.4 萬 | 0.1% | +1,510+21.9% | 加碼 | 歷史 |
| PATKPatrick Industries Inc | COM | 2,990 | $32.4 萬 | 0.1% | −43−1.4% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,288 | $32.6 萬 | 0.1% | −43−3.2% | 減碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,400 | $32.7 萬 | 0.1% | −364−9.7% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,687 | $32.9 萬 | 0.1% | −583−13.7% | 減碼 | – |
| GTESGates Industrial Corp Ltd. | ORD SHS | 15,382 | $33.0 萬 | 0.1% | +2,835+22.6% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,998 | $33.0 萬 | 0.1% | −291−8.8% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 5,882 | $33.1 萬 | 0.1% | −150−2.5% | 減碼 | – |
| UFPTUfp Technologies Inc | COM | 1,491 | $33.1 萬 | 0.1% | +328+28.2% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,203 | $33.1 萬 | 0.1% | +263+28.0% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 1,072 | $33.3 萬 | 0.1% | +107+11.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 4,956 | $33.3 萬 | 0.1% | +1,632+49.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 5,547 | $33.3 萬 | 0.1% | +69+1.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,157 | $33.4 萬 | 0.1% | +235+25.5% | 加碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 12,704 | $33.8 萬 | 0.1% | +2,489+24.4% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 801 | $33.8 萬 | 0.1% | +133+19.9% | 加碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,286 | $33.8 萬 | 0.1% | −46−1.4% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 2,885 | $33.9 萬 | 0.1% | +5+0.2% | 加碼 | 歷史 |
| PORPortland General Electric Co | COM NEW | 7,104 | $34.1 萬 | 0.1% | +1,163+19.6% | 加碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,476 | $34.1 萬 | 0.1% | +217+1.6% | 加碼 | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,681 | $34.1 萬 | 0.1% | −70−4.0% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,678 | $34.1 萬 | 0.1% | +139+9.0% | 加碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 9,747 | $34.2 萬 | 0.1% | −617−6.0% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 4,424 | $34.2 萬 | 0.1% | +88+2.0% | 加碼 | 歷史 |
| HXLHexcel Corp | COM | 4,662 | $34.5 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 426 | $34.5 萬 | 0.1% | +39+10.1% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 7,759 | $34.6 萬 | 0.1% | +225+3.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,577 | $34.6 萬 | 0.1% | +84+5.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,608 | $34.6 萬 | 0.1% | −87−3.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 931 | $34.8 萬 | 0.1% | +931 | 新進 | – |
| PSMTPricesmart Inc | COM | 2,851 | $35.0 萬 | 0.1% | −147−4.9% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,629 | $35.7 萬 | 0.1% | −3,802−36.4% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 18,554 | $35.9 萬 | 0.1% | +1,236+7.1% | 加碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 1,001 | $36.1 萬 | 0.1% | +91+10.0% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 806 | $36.1 萬 | 0.1% | −11−1.3% | 減碼 | 歷史 |
| CXTCrane NXT, Co. | COM | 7,687 | $36.2 萬 | 0.1% | +1,344+21.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,785 | $36.3 萬 | 0.1% | −234−11.6% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,238 | $36.3 萬 | 0.1% | −102−1.6% | 減碼 | – |
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 |