Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/30 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 520
- 較 2025 年第 4 季 +16
- 總值
- $7.12 億
- 較 2025 年第 4 季 +$8,209 萬 (+13.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBChubb Ltd | Stock | 192,182 | $6,282 萬 | 8.8% | −843−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 137,617 | $3,493 萬 | 4.9% | −3,123−2.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 593,514 | $2,738 萬 | 3.8% | +593,514 | 新進 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 550,278 | $1,842 萬 | 2.6% | +550,278 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 57,162 | $1,644 萬 | 2.3% | −1,255−2.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y350 | INTL DEVELOPED P | 540,694 | $1,612 萬 | 2.3% | +540,694 | 新進 | – |
| NVDANVIDIA Corp | Stock | 88,864 | $1,550 萬 | 2.2% | +240+0.3% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 128,329 | $1,417 萬 | 2.0% | +128,329 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 34,622 | $1,282 萬 | 1.8% | −1,033−2.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 234,460 | $1,250 萬 | 1.8% | +234,460 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 58,801 | $1,225 萬 | 1.7% | −6,067−9.4% | 減碼 | 歷史 |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 444,552 | $1,134 萬 | 1.6% | −3,425−0.8% | 減碼 | – |
| ITTItt Inc. | COM | 59,379 | $1,134 萬 | 1.6% | −50.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 37,508 | $1,076 萬 | 1.5% | −1,196−3.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45784N783 | US SM CAP BUFFER | 301,625 | $847.1 萬 | 1.2% | +301,625 | 新進 | – |
| Innovator ETFs Trust45783Y780 | US EQT ACC 9 BFR | 269,799 | $843.9 萬 | 1.2% | +269,799 | 新進 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 157,211 | $839.0 萬 | 1.2% | +157,211 | 新進 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 157,306 | $727.2 萬 | 1.0% | +36,755+30.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 54,775 | $610.0 萬 | 0.9% | +3,526+6.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,163 | $597.6 萬 | 0.8% | −253−2.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 17,107 | $579.8 萬 | 0.8% | +852+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,627 | $545.6 萬 | 0.8% | +515+3.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,564 | $540.6 萬 | 0.8% | −844−6.3% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 170,652 | $523.6 萬 | 0.7% | −5,236−3.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,580 | $507.0 萬 | 0.7% | −443−4.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,262 | $502.0 萬 | 0.7% | −927−3.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,189 | $461.3 萬 | 0.6% | −3,967−12.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,214 | $454.0 萬 | 0.6% | +2,326+23.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,392 | $422.9 萬 | 0.6% | +726+10.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,480 | $412.1 萬 | 0.6% | −155−3.3% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 8,309 | $411.9 萬 | 0.6% | +5,238+170.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,336 | $372.8 萬 | 0.5% | −459−3.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,209 | $362.4 萬 | 0.5% | −515−2.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 6,832 | $341.4 萬 | 0.5% | −267−3.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 67,015 | $336.4 萬 | 0.5% | −808−1.2% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 42,189 | $335.7 萬 | 0.5% | −5,862−12.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 13,370 | $326.8 萬 | 0.5% | −184−1.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,622 | $321.3 萬 | 0.5% | +1,772+20.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,831 | $305.4 萬 | 0.4% | −251−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,851 | $289.8 萬 | 0.4% | −453−4.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,904 | $289.6 萬 | 0.4% | −535−2.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 27,431 | $263.7 萬 | 0.4% | +3,983+17.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,496 | $257.4 萬 | 0.4% | +1,311+8.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 15,171 | $253.1 萬 | 0.4% | +482+3.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 74,162 | $251.6 萬 | 0.4% | +74,162 | 新進 | – |
| TAT&T Inc. | Stock | 85,776 | $248.7 萬 | 0.3% | −2,288−2.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 36,105 | $242.1 萬 | 0.3% | −11,188−23.7% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,677 | $236.9 萬 | 0.3% | −4,262−9.9% | 減碼 | – |
| MCKMcKesson Corp | Stock | 2,687 | $232.8 萬 | 0.3% | +163+6.5% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 16,820 | $227.8 萬 | 0.3% | −346−2.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,711 | $226.0 萬 | 0.3% | −456−21.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 21,580 | $225.6 萬 | 0.3% | +8,845+69.5% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 5,430 | $213.1 萬 | 0.3% | −304−5.3% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 17,748 | $210.5 萬 | 0.3% | +1,880+11.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,111 | $209.7 萬 | 0.3% | −295−4.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 7,329 | $208.3 萬 | 0.3% | +59+0.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 10,517 | $207.4 萬 | 0.3% | +445+4.4% | 加碼依 1 比 2 拆股換算 | 歷史 |
| AONAon plc | CL A | 6,331 | $204.3 萬 | 0.3% | +1,394+28.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 10,242 | $203.1 萬 | 0.3% | +5,527+117.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,395 | $202.6 萬 | 0.3% | −326−12.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,667 | $199.8 萬 | 0.3% | +17,667 | 新進 | – |
| WMTWalmart Inc. | Stock | 15,851 | $197.4 萬 | 0.3% | −3,106−16.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 25,502 | $195.3 萬 | 0.3% | +323+1.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 68,233 | $191.6 萬 | 0.3% | −233−0.3% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 11,831 | $180.7 萬 | 0.3% | +8,720+280.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 37,026 | $180.5 萬 | 0.3% | +68+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,374 | $178.7 萬 | 0.3% | +2,164+41.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,854 | $173.4 萬 | 0.2% | −638−5.1% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 19,842 | $164.3 萬 | 0.2% | +4,479+29.2% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 14,977 | $163.8 萬 | 0.2% | −397−2.6% | 減碼 | – |
| CCitigroup Inc | Stock | 13,969 | $158.4 萬 | 0.2% | +1,600+12.9% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 23,802 | $157.8 萬 | 0.2% | +364+1.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 17,689 | $154.6 萬 | 0.2% | +6,643+60.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 7,213 | $154.3 萬 | 0.2% | +1,014+16.4% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,918 | $154.2 萬 | 0.2% | +130.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,547 | $154.2 萬 | 0.2% | +64+4.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,655 | $152.5 萬 | 0.2% | +847+4.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,580 | $151.0 萬 | 0.2% | +931+20.0% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 9,559 | $148.6 萬 | 0.2% | +25+0.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 6,046 | $147.6 萬 | 0.2% | +52+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,672 | $147.1 萬 | 0.2% | +7,672 | 新進 | – |
| VLOValero Energy Corp | Stock | 5,822 | $143.9 萬 | 0.2% | −560−8.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 14,919 | $142.8 萬 | 0.2% | −2,341−13.6% | 減碼 | – |
| CMCSAComcast Corp | Stock | 48,898 | $140.4 萬 | 0.2% | +1,669+3.5% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 34,585 | $139.5 萬 | 0.2% | +23,614+215.2% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 24,671 | $138.9 萬 | 0.2% | +181+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,658 | $138.3 萬 | 0.2% | +550+6.8% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,405 | $137.3 萬 | 0.2% | −821−7.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 3,105 | $134.3 萬 | 0.2% | +422+15.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,834 | $133.5 萬 | 0.2% | +219+1.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,541 | $133.4 萬 | 0.2% | +731+4.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 15,703 | $131.5 萬 | 0.2% | +1,001+6.8% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 4,857 | $131.4 萬 | 0.2% | +1,581+48.3% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,695 | $131.0 萬 | 0.2% | −157−8.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,804 | $130.0 萬 | 0.2% | −417−9.9% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 21,031 | $130.0 萬 | 0.2% | −2,955−12.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 9,533 | $129.6 萬 | 0.2% | −1,372−12.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,471 | $128.4 萬 | 0.2% | −231−13.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,854 | $127.3 萬 | 0.2% | −568−8.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,937 | $126.8 萬 | 0.2% | −1,380−18.9% | 減碼 | – |
2025 年第 4 季之後清倉（51 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF316092501 | ETF | 116,387 | $904.8 萬 | 1.4% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,329 | $867.5 萬 | 1.4% | – |
| OMCOmnicom Group Inc. | COM | 16,956 | $136.9 萬 | 0.2% | 歷史 |
| SLViShares Silver Trust | ETF | 17,091 | $110.1 萬 | 0.2% | 歷史 |
| RLRalph Lauren Corp | CL A | 2,902 | $102.6 萬 | 0.2% | 歷史 |
| BWABorgwarner Inc | COM | 18,400 | $82.9 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 19,982 | $76.7 萬 | 0.1% | 歷史 |
| APTVAptiv PLC | Stock | 9,709 | $73.9 萬 | 0.1% | 歷史 |
| CPNGCoupang, Inc. | CL A | 30,082 | $71.0 萬 | 0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 12,039 | $69.2 萬 | 0.1% | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,775 | $69.0 萬 | 0.1% | – |
| RACEFerrari N.V. | COM | 1,725 | $63.8 萬 | 0.1% | 歷史 |
| BGBunge Global SA | COM SHS | 6,261 | $55.8 萬 | 0.1% | 歷史 |
| LKQLKQ Corp | COM | 17,845 | $53.9 萬 | 0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 3,302 | $48.7 萬 | 0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,143 | $45.7 萬 | 0.1% | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 2,418 | $44.9 萬 | 0.1% | – |
| PAYCPaycom Software, Inc. | Stock | 2,651 | $42.3 萬 | 0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,057 | $37.1 萬 | 0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,286 | $33.8 萬 | 0.1% | 歷史 |
| CVNACarvana Co. | CL A | 801 | $33.8 萬 | 0.1% | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 12,704 | $33.8 萬 | 0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,400 | $32.7 萬 | 0.1% | – |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 32,372 | $30.9 萬 | <0.1% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 11,306 | $30.2 萬 | <0.1% | 歷史 |
| WINGWingstop Inc. | COM | 1,212 | $28.9 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,869 | $28.6 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,441 | $27.5 萬 | <0.1% | – |
| VEEVVeeva Systems Inc | Stock | 1,213 | $27.1 萬 | <0.1% | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,615 | $26.7 萬 | <0.1% | 歷史 |
| AESAES Corp | Stock | 18,487 | $26.5 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,884 | $26.3 萬 | <0.1% | 歷史 |
| TTEKTetra Tech Inc | COM | 7,746 | $26.0 萬 | <0.1% | 歷史 |
| UNFUnifirst Corp | COM | 1,309 | $25.3 萬 | <0.1% | 歷史 |
| CRAICra International, Inc. | COM | 1,202 | $24.1 萬 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 6,403 | $23.4 萬 | <0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 257 | $23.3 萬 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 514 | $22.9 萬 | <0.1% | – |
| COOCooper Companies, Inc. | COM | 2,792 | $22.9 萬 | <0.1% | 歷史 |
| SNASnap-on Inc | COM | 663 | $22.9 萬 | <0.1% | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 577 | $22.7 萬 | <0.1% | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 571 | $22.3 萬 | <0.1% | 歷史 |
| FFord Motor Co | Stock | 16,875 | $22.1 萬 | <0.1% | 歷史 |
| RDDTReddit, Inc. | Stock | 949 | $21.8 萬 | <0.1% | 歷史 |
| FITBFifth Third Bancorp | COM | 4,636 | $21.7 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,581 | $21.4 萬 | <0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 1,034 | $21.3 萬 | <0.1% | 歷史 |
| AEGAegon Ltd. | AMER REG 1 CERT | 27,653 | $21.3 萬 | <0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,315 | $21.1 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 981 | $21.1 萬 | <0.1% | 歷史 |
| KBRKBR, Inc. | COM | 5,016 | $20.2 萬 | <0.1% | 歷史 |