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 |
|---|---|---|---|---|---|---|---|
| CLVTClarivate PLC | ORD SHS | 11,944 | $3.02 萬 | <0.1% | +11,944 | 新進 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 11,706 | $13.6 萬 | <0.1% | +11,706 | 新進 | 歷史 |
| HLNHaleon plc | ADR | 15,673 | $15.7 萬 | <0.1% | +1,620+11.5% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 11,344 | $15.7 萬 | <0.1% | +11,344 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 13,654 | $18.4 萬 | <0.1% | −1,596−10.5% | 減碼 | 歷史 |
| CWKCushman & Wakefield Ltd. | COMMON SHARES | 16,326 | $20.0 萬 | <0.1% | +1,650+11.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 1,800 | $20.1 萬 | <0.1% | +155+9.4% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 615 | $20.1 萬 | <0.1% | −5−0.8% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 3,528 | $20.1 萬 | <0.1% | −300−7.8% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 627 | $20.1 萬 | <0.1% | +627 | 新進 | 歷史 |
| FSVFirstService Corp | COM | 1,445 | $20.1 萬 | <0.1% | −156−9.7% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,042 | $20.3 萬 | <0.1% | −1,854−23.5% | 減碼 | 歷史 |
| GENGen Digital Inc. | Stock | 10,759 | $20.3 萬 | <0.1% | +2,784+34.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,269 | $20.3 萬 | <0.1% | +1,269 | 新進 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 686 | $20.4 萬 | <0.1% | +686 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,554 | $20.6 萬 | <0.1% | +4,554 | 新進 | 歷史 |
| PEGAPegasystems Inc | COM | 4,844 | $20.6 萬 | <0.1% | +4,844 | 新進 | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 3,275 | $20.6 萬 | <0.1% | −27−0.8% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 21,667 | $20.6 萬 | <0.1% | −40,733−65.3% | 減碼 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 6,209 | $20.6 萬 | <0.1% | +6,209 | 新進 | – |
| AGMFederal Agricultural Mortgage Corp | CL C | 1,396 | $20.7 萬 | <0.1% | −44−3.1% | 減碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 26,212 | $20.8 萬 | <0.1% | +4,759+22.2% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 5,900 | $20.9 萬 | <0.1% | −131−2.2% | 減碼 | 歷史 |
| AZZAzz Inc | COM | 1,674 | $20.9 萬 | <0.1% | +1,674 | 新進 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 1,172 | $21.0 萬 | <0.1% | −3,121−72.7% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,580 | $21.1 萬 | <0.1% | −640−8.9% | 減碼 | 歷史 |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 8,639 | $21.1 萬 | <0.1% | +8,639 | 新進 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,212 | $21.2 萬 | <0.1% | −44−3.5% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 1,398 | $21.3 萬 | <0.1% | +240+20.7% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 293 | $21.4 萬 | <0.1% | −60−17.0% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 4,266 | $21.5 萬 | <0.1% | +4,266 | 新進 | 歷史 |
| NWGNatWest Group plc | SPONS ADR | 13,971 | $21.5 萬 | <0.1% | +3,867+38.3% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,217 | $21.6 萬 | <0.1% | −703−24.1% | 減碼 | – |
| DARDarling Ingredients Inc. | COM | 3,486 | $21.6 萬 | <0.1% | +3,486 | 新進 | 歷史 |
| VEONVEON Ltd. | SPONSORED ADS | 4,689 | $21.7 萬 | <0.1% | +592+14.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 832 | $21.8 萬 | <0.1% | +832 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,670 | $21.8 萬 | <0.1% | +127+5.0% | 加碼 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,382 | $21.8 萬 | <0.1% | +445+23.0% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,186 | $21.8 萬 | <0.1% | −114−5.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 407 | $21.9 萬 | <0.1% | +407 | 新進 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,899 | $21.9 萬 | <0.1% | +1,899 | 新進 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 3,022 | $22.0 萬 | <0.1% | +3,022 | 新進 | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,218 | $22.0 萬 | <0.1% | −463−27.5% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 3,118 | $22.0 萬 | <0.1% | −280−8.2% | 減碼 | 歷史 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 30,516 | $22.1 萬 | <0.1% | +30,516 | 新進 | 歷史 |
| LKFNLakeland Financial Corp | COM | 3,859 | $22.1 萬 | <0.1% | +91+2.4% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 3,198 | $22.2 萬 | <0.1% | +835+35.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,093 | $22.4 萬 | <0.1% | −111−9.2% | 減碼 | 歷史 |
| CNSCohen & Steers, Inc. | COM | 3,597 | $22.5 萬 | <0.1% | −78−2.1% | 減碼 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 6,847 | $22.5 萬 | <0.1% | +9+0.1% | 加碼 | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SUB VTG A | 5,711 | $22.6 萬 | <0.1% | −206−3.5% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 2,818 | $22.6 萬 | <0.1% | +176+6.7% | 加碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 3,290 | $22.7 萬 | <0.1% | +315+10.6% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,164 | $22.7 萬 | <0.1% | −381−10.7% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 6,282 | $22.8 萬 | <0.1% | +6,282 | 新進 | – |
| CCICrown Castle Inc. | REIT | 2,801 | $22.8 萬 | <0.1% | +2,801 | 新進 | 歷史 |
| SANBanco Santander, S.A. | ADR | 20,199 | $22.8 萬 | <0.1% | +1,176+6.2% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 1,354 | $22.9 萬 | <0.1% | +1,354 | 新進 | 歷史 |
| ESQEsquire Financial Holdings, Inc. | COM | 2,135 | $22.9 萬 | <0.1% | +2,135 | 新進 | 歷史 |
| EEExcelerate Energy, Inc. | CL A COM | 6,899 | $23.1 萬 | <0.1% | −330−4.6% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 620 | $23.4 萬 | <0.1% | +23+3.9% | 加碼 | 歷史 |
| CPKChesapeake Utilities Corp | COM | 1,851 | $23.5 萬 | <0.1% | −56−2.9% | 減碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 2,104 | $23.9 萬 | <0.1% | +2,104 | 新進 | – |
| ADSKAutodesk, Inc. | COM | 1,004 | $24.0 萬 | <0.1% | +39+4.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,607 | $24.2 萬 | <0.1% | +30+1.9% | 加碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,482 | $24.3 萬 | <0.1% | +7+0.5% | 加碼 | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,778 | $24.3 萬 | <0.1% | +65+3.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,546 | $24.3 萬 | <0.1% | +190+14.0% | 加碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 809 | $24.3 萬 | <0.1% | +139+20.7% | 加碼 | 歷史 |
| TRNOTerreno Realty Corp | COM | 3,934 | $24.4 萬 | <0.1% | −111−2.7% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 2,727 | $24.4 萬 | <0.1% | +208+8.3% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,356 | $24.4 萬 | <0.1% | −357−20.8% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 5,343 | $24.5 萬 | <0.1% | +2,177+68.8% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 1,238 | $24.5 萬 | <0.1% | +1,238 | 新進 | 歷史 |
| BCBrunswick Corp | COM | 3,377 | $24.6 萬 | <0.1% | −371−9.9% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 14,637 | $24.6 萬 | <0.1% | +112+0.8% | 加碼 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 6,713 | $24.9 萬 | <0.1% | −386−5.4% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 1,688 | $24.9 萬 | <0.1% | +45+2.7% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 144 | $24.9 萬 | <0.1% | −291−66.9% | 減碼 | 歷史 |
| MTRNMATERION Corp | COM | 1,733 | $25.1 萬 | <0.1% | −92−5.0% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 6,040 | $25.1 萬 | <0.1% | −167−2.7% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 4,713 | $25.2 萬 | <0.1% | +4,713 | 新進 | 歷史 |
| NUENucor Corp | COM | 1,487 | $25.2 萬 | <0.1% | −1,729−53.8% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,465 | $25.3 萬 | <0.1% | −227−6.1% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,154 | $25.3 萬 | <0.1% | +140+13.8% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 7,638 | $25.3 萬 | <0.1% | +1,390+22.2% | 加碼 | 歷史 |
| KWRQuaker Chemical Corp | COM | 2,042 | $25.4 萬 | <0.1% | +472+30.1% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 259 | $25.4 萬 | <0.1% | +259 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 808 | $25.4 萬 | <0.1% | −1,021−55.8% | 減碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 5,312 | $25.7 萬 | <0.1% | +5,312 | 新進 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 1,899 | $25.8 萬 | <0.1% | +7+0.4% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 1,151 | $25.8 萬 | <0.1% | −44−3.7% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 11,878 | $26.0 萬 | <0.1% | +89+0.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,145 | $26.0 萬 | <0.1% | −233−5.3% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 2,550 | $26.3 萬 | <0.1% | +22+0.9% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,476 | $26.3 萬 | <0.1% | +2,476 | 新進 | – |
| LSTRLandstar System Inc | COM | 1,642 | $26.3 萬 | <0.1% | −32−1.9% | 減碼 | 歷史 |
| GEFGreif, Inc | CL A | 3,902 | $26.4 萬 | <0.1% | +302+8.4% | 加碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 12,643 | $26.4 萬 | <0.1% | +12,643 | 新進 | 歷史 |
| BF.BBrown Forman Corp | Stock | 9,911 | $26.4 萬 | <0.1% | −165−1.6% | 減碼 | 歷史 |
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 |