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 |
|---|---|---|---|---|---|---|---|
| VSECVse Corp | COM | 1,434 | $26.4 萬 | <0.1% | +1,434 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,939 | $26.5 萬 | <0.1% | −88−2.9% | 減碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,254 | $26.5 萬 | <0.1% | +873+9.3% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 1,475 | $26.6 萬 | <0.1% | +32+2.2% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,486 | $26.6 萬 | <0.1% | −451−15.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,122 | $26.6 萬 | <0.1% | +443+16.5% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 3,257 | $26.9 萬 | <0.1% | −320−8.9% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 2,820 | $27.0 萬 | <0.1% | +2,820 | 新進 | 歷史 |
| INTAIntapp, Inc. | COM | 10,559 | $27.1 萬 | <0.1% | +858+8.8% | 加碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,833 | $27.1 萬 | <0.1% | +11,833 | 新進 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,983 | $27.2 萬 | <0.1% | +38+2.0% | 加碼 | 歷史 |
| VNTVontier Corp | Stock | 7,694 | $27.3 萬 | <0.1% | +651+9.2% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 649 | $27.6 萬 | <0.1% | −456−41.3% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 4,605 | $27.6 萬 | <0.1% | −87−1.9% | 減碼 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 859 | $27.7 萬 | <0.1% | +859 | 新進 | 歷史 |
| MOG.AMoog Inc. | CL A | 957 | $28.0 萬 | <0.1% | +78+8.9% | 加碼 | 歷史 |
| KEPKorea Electric Power Corp | SPONSORED ADR | 19,825 | $28.3 萬 | <0.1% | +664+3.5% | 加碼 | 歷史 |
| POWIPower Integrations Inc | COM | 5,527 | $28.3 萬 | <0.1% | +5,527 | 新進 | 歷史 |
| MUSAMurphy USA Inc. | COM | 574 | $28.3 萬 | <0.1% | −24−4.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,075 | $28.4 萬 | <0.1% | 00.0% | 不變 | – |
| CCJCameco Corp | Stock | 2,619 | $28.4 萬 | <0.1% | −224−7.9% | 減碼 | 歷史 |
| LOBLive Oak Bancshares, Inc. | COM | 8,606 | $28.5 萬 | <0.1% | +1,843+27.3% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 3,788 | $28.5 萬 | <0.1% | −1,044−21.6% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 2,613 | $28.7 萬 | <0.1% | +2,613 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 4,449 | $28.7 萬 | <0.1% | −5,573−55.6% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,762 | $28.7 萬 | <0.1% | +5,762 | 新進 | – |
| THCTenet Healthcare Corp | COM NEW | 1,525 | $28.8 萬 | <0.1% | +28+1.9% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,347 | $28.8 萬 | <0.1% | −82−3.4% | 減碼 | 歷史 |
| RPMRPM International Inc | COM | 2,902 | $28.9 萬 | <0.1% | −42−1.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 11,632 | $29.1 萬 | <0.1% | −1,844−13.7% | 減碼 | – |
| GMABGenmab A/S | SPONSORED ADS | 10,866 | $29.2 萬 | <0.1% | +386+3.7% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,538 | $29.2 萬 | <0.1% | +3,538 | 新進 | – |
| CHRDChord Energy Corp | COM NEW | 2,055 | $29.2 萬 | <0.1% | +2,055 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,497 | $29.2 萬 | <0.1% | −187−11.1% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 1,992 | $29.3 萬 | <0.1% | +92+4.8% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,724 | $29.3 萬 | <0.1% | +4,724 | 新進 | – |
| HOMBHome Bancshares Inc | COM | 10,896 | $29.3 萬 | <0.1% | −335−3.0% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 775 | $29.4 萬 | <0.1% | +28+3.7% | 加碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 3,642 | $29.6 萬 | <0.1% | −106−2.8% | 減碼 | 歷史 |
| PATKPatrick Industries Inc | COM | 2,674 | $29.7 萬 | <0.1% | −316−10.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 492 | $29.8 萬 | <0.1% | −64−11.5% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 3,432 | $29.8 萬 | <0.1% | −3,482−50.4% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,305 | $30.0 萬 | <0.1% | −70−2.1% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 412 | $30.0 萬 | <0.1% | −14−3.3% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 2,551 | $30.1 萬 | <0.1% | +234+10.1% | 加碼 | 歷史 |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 10,983 | $30.1 萬 | <0.1% | +2,380+27.7% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 4,739 | $30.4 萬 | <0.1% | −535−10.1% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 19,352 | $30.4 萬 | <0.1% | −20,100−50.9% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,835 | $30.6 萬 | <0.1% | +1,835 | 新進 | 歷史 |
| PRDOPerdoceo Education Corp | COM | 8,219 | $30.6 萬 | <0.1% | −181−2.2% | 減碼 | 歷史 |
| MFCManulife Financial Corp | COM | 8,941 | $30.8 萬 | <0.1% | +168+1.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,966 | $30.9 萬 | <0.1% | −405−17.1% | 減碼 | 歷史 |
| AAAlcoa Corp | Stock | 4,663 | $30.9 萬 | <0.1% | +4,663 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,939 | $31.0 萬 | <0.1% | −4,139−45.6% | 減碼 | 歷史 |
| NSSCNapco Security Technologies, Inc | Stock | 7,850 | $31.0 萬 | <0.1% | +218+2.9% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 1,840 | $31.1 萬 | <0.1% | +136+8.0% | 加碼 | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 37,199 | $31.2 萬 | <0.1% | +1,637+4.6% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,872 | $31.3 萬 | <0.1% | −126−4.2% | 減碼 | – |
| AYIAcuity Inc. (DE) | Stock | 1,121 | $31.4 萬 | <0.1% | +120+12.0% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 1,829 | $31.5 萬 | <0.1% | −255−12.2% | 減碼 | 歷史 |
| UFPTUfp Technologies Inc | COM | 1,634 | $31.6 萬 | <0.1% | +143+9.6% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 8,391 | $31.7 萬 | <0.1% | +1,004+13.6% | 加碼 | 歷史 |
| PSKYParamount Skydance Corp | COM CL B | 34,945 | $31.7 萬 | <0.1% | +5,995+20.7% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,141 | $31.7 萬 | <0.1% | −112−8.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,236 | $31.9 萬 | <0.1% | +2,236 | 新進 | – |
| STZConstellation Brands, Inc. | Stock | 2,130 | $32.0 萬 | <0.1% | −910−29.9% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 4,409 | $32.1 萬 | <0.1% | −1,138−20.5% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,147 | $32.2 萬 | <0.1% | +23+2.0% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 11,727 | $32.2 萬 | <0.1% | +916+8.5% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 5,882 | $32.3 萬 | <0.1% | 00.0% | 不變 | – |
| CXCemex SAB de CV | SPON ADR NEW | 28,244 | $32.3 萬 | <0.1% | +2,013+7.7% | 加碼 | 歷史 |
| AVAAvista Corp | COM | 8,067 | $32.4 萬 | <0.1% | −329−3.9% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,563 | $32.6 萬 | <0.1% | +40+2.6% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 2,647 | $32.6 萬 | <0.1% | +910+52.4% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 1,232 | $32.7 萬 | <0.1% | +108+9.6% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,191 | $33.0 萬 | <0.1% | −256−17.7% | 減碼 | 歷史 |
| KLICKulicke & Soffa Industries Inc | COM | 5,009 | $33.0 萬 | <0.1% | −1,127−18.4% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 2,264 | $33.1 萬 | <0.1% | −421−15.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 5,949 | $33.2 萬 | <0.1% | +993+20.0% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 6,793 | $33.3 萬 | <0.1% | +212+3.2% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,648 | $33.4 萬 | <0.1% | −39−1.1% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 4,195 | $33.6 萬 | <0.1% | −16,102−79.3% | 減碼 | – |
| CSXCSX Corp | Stock | 8,201 | $33.7 萬 | <0.1% | +2,653+47.8% | 加碼 | 歷史 |
| FNFabrinet | SHS | 646 | $33.7 萬 | <0.1% | +99+18.1% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 3,027 | $33.7 萬 | <0.1% | +288+10.5% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 8,424 | $34.1 萬 | <0.1% | +481+6.1% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,519 | $34.7 萬 | <0.1% | +64+4.4% | 加碼 | 歷史 |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 21,793 | $34.8 萬 | <0.1% | +1,111+5.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,658 | $34.8 萬 | <0.1% | +50+1.9% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,276 | $34.8 萬 | <0.1% | +38+0.6% | 加碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 14,550 | $34.8 萬 | <0.1% | +1,644+12.7% | 加碼 | 歷史 |
| PORPortland General Electric Co | COM NEW | 6,546 | $34.9 萬 | <0.1% | −558−7.9% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 1,469 | $35.0 萬 | <0.1% | −108−6.8% | 減碼 | 歷史 |
| ESLTElbit Systems Ltd | Stock | 413 | $35.1 萬 | <0.1% | +413 | 新進 | 歷史 |
| CXTCrane NXT, Co. | COM | 8,654 | $35.1 萬 | <0.1% | +967+12.6% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,898 | $35.4 萬 | <0.1% | −145−7.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,065 | $35.6 萬 | 0.1% | +398+23.9% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 8,995 | $35.7 萬 | 0.1% | +8,995 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,557 | $35.8 萬 | 0.1% | +256+7.8% | 加碼 | – |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 28,400 | $35.9 萬 | 0.1% | −146−0.5% | 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 |