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 |
|---|---|---|---|---|---|---|---|
| LBRTLiberty Energy Inc. | COM CL A | 19,656 | $36.3 萬 | 0.1% | +2,903+17.3% | 加碼 | 歷史 |
| CYDChina Yuchai International Ltd | COM | 10,275 | $36.5 萬 | 0.1% | +513+5.3% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 9,134 | $36.7 萬 | 0.1% | +2,207+31.9% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 2,739 | $36.9 萬 | 0.1% | +2,739 | 新進 | 歷史 |
| MORNMorningstar, Inc. | COM | 1,704 | $37.0 萬 | 0.1% | +804+89.3% | 加碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,057 | $37.1 萬 | 0.1% | −205−9.1% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,545 | $37.1 萬 | 0.1% | −115−3.1% | 減碼 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 13,443 | $37.4 萬 | 0.1% | +717+5.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,790 | $37.6 萬 | 0.1% | −375−9.0% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 7,772 | $37.7 萬 | 0.1% | +1,629+26.5% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 2,043 | $37.8 萬 | 0.1% | −100−4.7% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,350 | $38.1 萬 | 0.1% | −73−3.0% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 4,832 | $38.1 萬 | 0.1% | +67+1.4% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 1,496 | $38.2 萬 | 0.1% | +279+22.9% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 410 | $38.3 萬 | 0.1% | −163−28.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 5,223 | $38.4 萬 | 0.1% | +62+1.2% | 加碼 | 歷史 |
| PIPRPiper Sandler Companies | COM | 1,131 | $38.4 萬 | 0.1% | +205+22.1% | 加碼 | 歷史 |
| PSKYParamount Skydance Corp | COM CL B | 28,950 | $38.8 萬 | 0.1% | −343−1.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 7,704 | $39.1 萬 | 0.1% | +1,680+27.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,253 | $39.2 萬 | 0.1% | −2−0.2% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 2,618 | $39.4 萬 | 0.1% | +518+24.7% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,377 | $39.6 萬 | 0.1% | +342+33.0% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 5,699 | $40.2 萬 | 0.1% | −1,214−17.6% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 2,084 | $40.3 萬 | 0.1% | −29−1.4% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,447 | $40.4 萬 | 0.1% | +283+24.3% | 加碼 | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 28,546 | $40.7 萬 | 0.1% | +1,517+5.6% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,551 | $40.9 萬 | 0.1% | +62+1.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,430 | $41.1 萬 | 0.1% | +577+20.2% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 1,685 | $41.2 萬 | 0.1% | −123−6.8% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 1,809 | $41.3 萬 | 0.1% | +470+35.1% | 加碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 808 | $41.3 萬 | 0.1% | +16+2.0% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,791 | $41.7 萬 | 0.1% | −384−9.2% | 減碼 | – |
| TELTE Connectivity plc | Stock | 1,831 | $41.7 萬 | 0.1% | +81+4.6% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 2,034 | $41.8 萬 | 0.1% | +2,034 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,040 | $41.9 萬 | 0.1% | +209+7.4% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,135 | $42.1 萬 | 0.1% | −176−7.6% | 減碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,651 | $42.3 萬 | 0.1% | −1,112−29.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,403 | $42.3 萬 | 0.1% | −35−1.4% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 4,953 | $42.7 萬 | 0.1% | +35+0.7% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,685 | $42.8 萬 | 0.1% | +260+10.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,111 | $42.9 萬 | 0.1% | +551+21.5% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 701 | $42.9 萬 | 0.1% | +187+36.4% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,976 | $43.6 萬 | 0.1% | +1,443+94.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 12,631 | $44.2 萬 | 0.1% | +5,548+78.3% | 加碼 | 歷史 |
| INTAIntapp, Inc. | COM | 9,701 | $44.5 萬 | 0.1% | +3,412+54.3% | 加碼 | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 2,418 | $44.9 萬 | 0.1% | +2,418 | 新進 | – |
| WMWaste Management Inc | Stock | 2,045 | $44.9 萬 | 0.1% | −533−20.7% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 7,955 | $45.0 萬 | 0.1% | +46+0.6% | 加碼 | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 6,276 | $45.3 萬 | 0.1% | +699+12.5% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 20,428 | $45.5 萬 | 0.1% | −1,064−5.0% | 減碼 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,143 | $45.7 萬 | 0.1% | +51+0.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,371 | $46.0 萬 | 0.1% | −233−8.9% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 86 | $46.1 萬 | 0.1% | +6+7.5% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,695 | $46.3 萬 | 0.1% | +252+17.5% | 加碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 9,969 | $47.2 萬 | 0.1% | −299−2.9% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 2,828 | $47.4 萬 | 0.1% | +73+2.6% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 221 | $47.5 萬 | 0.1% | +35+18.8% | 加碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 23,980 | $47.7 萬 | 0.1% | +1,127+4.9% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 2,755 | $48.0 萬 | 0.1% | −17−0.6% | 減碼 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 11,057 | $48.3 萬 | 0.1% | +521+4.9% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,540 | $48.3 萬 | 0.1% | +575+9.6% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 5,554 | $48.5 萬 | 0.1% | −109−1.9% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 62,400 | $48.7 萬 | 0.1% | +212+0.3% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 3,302 | $48.7 萬 | 0.1% | −38−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 856 | $49.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 10,015 | $49.1 萬 | 0.1% | −3,337−25.0% | 減碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,653 | $49.2 萬 | 0.1% | −126−4.5% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 799 | $49.8 萬 | 0.1% | −9−1.1% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 2,323 | $50.5 萬 | 0.1% | −35−1.5% | 減碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 6,469 | $50.5 萬 | 0.1% | −556−7.9% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 14,948 | $50.6 萬 | 0.1% | +118+0.8% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 3,197 | $51.6 萬 | 0.1% | −115−3.5% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 425 | $51.6 萬 | 0.1% | +42+11.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,230 | $51.7 萬 | 0.1% | −309−8.7% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 6,368 | $51.8 萬 | 0.1% | +333+5.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,790 | $51.9 萬 | 0.1% | +56+3.2% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,496 | $52.2 萬 | 0.1% | +101+2.3% | 加碼 | 歷史 |
| NUENucor Corp | COM | 3,216 | $52.5 萬 | 0.1% | +114+3.7% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 11,100 | $53.1 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,063 | $53.2 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,136 | $53.5 萬 | 0.1% | −63−1.0% | 減碼 | – |
| LKQLKQ Corp | COM | 17,845 | $53.9 萬 | 0.1% | −1,238−6.5% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,595 | $54.2 萬 | 0.1% | −747−22.4% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,553 | $55.4 萬 | 0.1% | −196−7.1% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 4,365 | $55.7 萬 | 0.1% | +639+17.1% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,386 | $55.7 萬 | 0.1% | −117−7.8% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 6,261 | $55.8 萬 | 0.1% | −337−5.1% | 減碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 7,527 | $56.1 萬 | 0.1% | −50−0.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,572 | $56.1 萬 | 0.1% | +76+1.7% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 3,276 | $56.4 萬 | 0.1% | +334+11.4% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 1,037 | $57.2 萬 | 0.1% | +151+17.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 16,493 | $57.3 萬 | 0.1% | −771−4.5% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 12,346 | $57.4 萬 | 0.1% | +1,955+18.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,195 | $57.6 萬 | 0.1% | +31+1.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,105 | $57.8 萬 | 0.1% | +350+46.4% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 4,253 | $57.9 萬 | 0.1% | +58+1.4% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,239 | $57.9 萬 | 0.1% | +170+8.2% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 7,582 | $58.1 萬 | 0.1% | +4,219+125.5% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,294 | $58.3 萬 | 0.1% | +10+0.2% | 加碼 | 歷史 |
| EHCEncompass Health Corp | COM | 5,590 | $59.3 萬 | 0.1% | +177+3.3% | 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 |