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 |
|---|---|---|---|---|---|---|---|
| HSTHost Hotels & Resorts, Inc. | COM | 33,581 | $59.5 萬 | 0.1% | −985−2.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,137 | $60.2 萬 | 0.1% | −426−7.7% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,056 | $60.2 萬 | 0.1% | +133+14.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,811 | $60.3 萬 | 0.1% | +25+0.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,344 | $60.9 萬 | 0.1% | +165+14.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,263 | $61.2 萬 | 0.1% | +192+4.7% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,798 | $61.4 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,829 | $61.8 萬 | 0.1% | −92−4.8% | 減碼 | 歷史 |
| EMBJEmbraer S.A. | ADR | 9,638 | $62.0 萬 | 0.1% | +709+7.9% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 8,087 | $62.5 萬 | 0.1% | −540−6.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,625 | $62.9 萬 | 0.1% | +174+5.0% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,171 | $63.7 萬 | 0.1% | −49−2.2% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 1,725 | $63.8 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,353 | $63.8 萬 | 0.1% | +41+1.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 6,393 | $63.8 萬 | 0.1% | −1,066−14.3% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 10,022 | $63.9 萬 | 0.1% | −496−4.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,386 | $64.5 萬 | 0.1% | +162+13.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,837 | $65.6 萬 | 0.1% | +298+11.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 17,895 | $66.0 萬 | 0.1% | +961+5.7% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,321 | $66.6 萬 | 0.1% | −56−1.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,703 | $67.0 萬 | 0.1% | −4,210−26.5% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 14,795 | $67.1 萬 | 0.1% | −369−2.4% | 減碼依 2 比 1 拆股換算 | – |
| MUMicron Technology Inc | Stock | 2,362 | $67.4 萬 | 0.1% | +136+6.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,737 | $67.6 萬 | 0.1% | −121−6.5% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,766 | $67.9 萬 | 0.1% | −381−6.2% | 減碼 | – |
| CAGConagra Brands Inc. | Stock | 39,452 | $68.3 萬 | 0.1% | −943−2.3% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,775 | $69.0 萬 | 0.1% | −169−2.8% | 減碼依 2 比 1 拆股換算 | – |
| ADMArcher-Daniels-Midland Co | Stock | 12,039 | $69.2 萬 | 0.1% | −581−4.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,637 | $69.7 萬 | 0.1% | −48−1.3% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,294 | $69.8 萬 | 0.1% | +159+0.9% | 加碼 | – |
| CPNGCoupang, Inc. | CL A | 30,082 | $71.0 萬 | 0.1% | −439−1.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 6,914 | $71.1 萬 | 0.1% | −307−4.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,232 | $71.1 萬 | 0.1% | +73+3.4% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,619 | $71.6 萬 | 0.1% | −107−2.3% | 減碼 | – |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 30,776 | $71.7 萬 | 0.1% | +1,307+4.4% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 3,885 | $72.1 萬 | 0.1% | +1,240+46.9% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,253 | $72.4 萬 | 0.1% | +3,253 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,917 | $72.6 萬 | 0.1% | −525−7.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,200 | $72.9 萬 | 0.1% | −131−3.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,780 | $73.7 萬 | 0.1% | +469+14.2% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 10,971 | $73.8 萬 | 0.1% | −839−7.1% | 減碼 | 歷史 |
| APTVAptiv PLC | Stock | 9,709 | $73.9 萬 | 0.1% | −557−5.4% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,327 | $74.0 萬 | 0.1% | −295−1.7% | 減碼依 2 比 1 拆股換算 | – |
| BCSBarclays PLC | ADR | 29,153 | $74.2 萬 | 0.1% | −377−1.3% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,635 | $75.4 萬 | 0.1% | +36+0.5% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 19,982 | $76.7 萬 | 0.1% | −1,113−5.3% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,479 | $77.1 萬 | 0.1% | −16−0.2% | 減碼 | – |
| TGTTarget Corp | Stock | 7,895 | $77.2 萬 | 0.1% | −562−6.6% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 9,082 | $77.7 萬 | 0.1% | +940+11.5% | 加碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 9,787 | $78.6 萬 | 0.1% | −552−5.3% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 47,037 | $78.7 萬 | 0.1% | −1,743−3.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,210 | $79.3 萬 | 0.1% | −68−2.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,600 | $81.8 萬 | 0.1% | −19−1.2% | 減碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 51,749 | $82.1 萬 | 0.1% | +2,040+4.1% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 18,400 | $82.9 萬 | 0.1% | −1,020−5.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,635 | $82.9 萬 | 0.1% | +157+1.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,825 | $83.9 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,807 | $84.7 萬 | 0.1% | +383+26.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,735 | $85.2 萬 | 0.1% | −440−3.9% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 4,860 | $85.2 萬 | 0.1% | −144−2.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,165 | $86.3 萬 | 0.1% | +628+4.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 9,078 | $86.6 萬 | 0.1% | +403+4.6% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 435 | $87.6 萬 | 0.1% | −77−15.0% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 19,048 | $88.2 萬 | 0.1% | −305−1.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,939 | $89.8 萬 | 0.1% | +42+1.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,241 | $90.8 萬 | 0.1% | +682+19.2% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 30,772 | $91.7 萬 | 0.1% | +630+2.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,822 | $92.4 萬 | 0.1% | +26+0.9% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 4,293 | $93.6 萬 | 0.1% | −430−9.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,125 | $94.4 萬 | 0.1% | +549+15.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 10,905 | $95.5 萬 | 0.2% | +547+5.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,934 | $95.8 萬 | 0.2% | +240+2.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,091 | $95.9 萬 | 0.2% | −232−17.5% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,093 | $96.8 萬 | 0.2% | +48+0.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,264 | $97.0 萬 | 0.2% | −91−1.4% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 2,746 | $97.0 萬 | 0.2% | +292+11.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 5,994 | $97.5 萬 | 0.2% | −223−3.6% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,990 | $97.6 萬 | 0.2% | −49−2.4% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 38,475 | $98.5 萬 | 0.2% | +9,380+32.2% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 14,702 | $98.5 萬 | 0.2% | −1,865−11.3% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 34,300 | $98.9 萬 | 0.2% | −1,502−4.2% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 2,153 | $100.5 萬 | 0.2% | −174−7.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 949 | $101.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 7,548 | $102.0 萬 | 0.2% | −159−2.1% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 2,902 | $102.6 萬 | 0.2% | −174−5.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,896 | $103.2 萬 | 0.2% | +173+4.6% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 6,382 | $103.9 萬 | 0.2% | −165−2.5% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,226 | $105.1 萬 | 0.2% | −324−2.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,046 | $106.1 萬 | 0.2% | +309+2.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 6,199 | $106.1 萬 | 0.2% | −728−10.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,221 | $108.5 萬 | 0.2% | −1,560−27.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,884 | $108.5 萬 | 0.2% | +269+2.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 14,749 | $108.6 萬 | 0.2% | −206−1.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,527 | $109.2 萬 | 0.2% | +105+2.4% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,151 | $109.2 萬 | 0.2% | −422−6.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 17,091 | $110.1 萬 | 0.2% | −11,977−41.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,640 | $111.0 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,846 | $111.1 萬 | 0.2% | −482−11.1% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,702 | $111.2 萬 | 0.2% | +75+4.6% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 21,870 | $111.3 萬 | 0.2% | +308+1.4% | 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 |