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 |
|---|---|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 1,106 | $36.2 萬 | 0.1% | +34+3.2% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 1,733 | $36.2 萬 | 0.1% | −98−5.4% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 2,428 | $36.5 萬 | 0.1% | −769−24.1% | 減碼 | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 2,794 | $36.7 萬 | 0.1% | −91−3.2% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 2,868 | $36.7 萬 | 0.1% | +250+9.5% | 加碼 | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 16,459 | $37.2 萬 | 0.1% | +1,077+7.0% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 5,397 | $37.3 萬 | 0.1% | −302−5.3% | 減碼 | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 6,513 | $37.6 萬 | 0.1% | +237+3.8% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 1,639 | $37.8 萬 | 0.1% | +126+8.3% | 加碼 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 24,587 | $37.8 萬 | 0.1% | +607+2.5% | 加碼 | 歷史 |
| YOUClear Secure, Inc. | COM CL A | 7,848 | $38.0 萬 | 0.1% | −1,899−19.5% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 352 | $38.4 萬 | 0.1% | +82+30.4% | 加碼 | 歷史 |
| HXLHexcel Corp | COM | 4,760 | $38.5 萬 | 0.1% | +98+2.1% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 5,592 | $38.7 萬 | 0.1% | −2,167−27.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,363 | $38.7 萬 | 0.1% | −958−22.2% | 減碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 1,898 | $38.7 萬 | 0.1% | +220+13.1% | 加碼 | 歷史 |
| TTETotalEnergies SE | ACT | 4,227 | $38.9 萬 | 0.1% | −152−3.5% | 減碼 | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 19,777 | $39.1 萬 | 0.1% | +1,223+6.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,989 | $39.2 萬 | 0.1% | +199+5.3% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 3,615 | $39.4 萬 | 0.1% | −183−4.8% | 減碼 | 歷史 |
| WCCWesco International Inc | COM | 1,448 | $39.6 萬 | 0.1% | −237−14.1% | 減碼 | 歷史 |
| BPBP PLC | ADR | 8,512 | $40.0 萬 | 0.1% | −7,981−48.4% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 3,861 | $40.0 萬 | 0.1% | +3,861 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 3,644 | $40.2 萬 | 0.1% | −147−3.9% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 96 | $40.4 萬 | 0.1% | +10+11.6% | 加碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,195 | $40.5 萬 | 0.1% | −93−7.2% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 5,460 | $40.7 萬 | 0.1% | +507+10.2% | 加碼 | 歷史 |
| CYDChina Yuchai International Ltd | COM | 10,568 | $40.7 萬 | 0.1% | +293+2.9% | 加碼 | 歷史 |
| MTDRMatador Resources Co | COM | 6,484 | $41.0 萬 | 0.1% | −362−5.3% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 5,506 | $41.0 萬 | 0.1% | −862−13.5% | 減碼 | 歷史 |
| LMATLemaitre Vascular Inc | COM | 3,768 | $41.1 萬 | 0.1% | −101−2.6% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 989 | $41.2 萬 | 0.1% | −748−43.1% | 減碼 | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 8,781 | $41.3 萬 | 0.1% | −1,188−11.9% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,158 | $41.3 萬 | 0.1% | +227+24.4% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,294 | $41.3 萬 | 0.1% | +318+10.7% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 3,653 | $41.3 萬 | 0.1% | +3,653 | 新進 | 歷史 |
| PSMTPricesmart Inc | COM | 2,748 | $41.4 萬 | 0.1% | −103−3.6% | 減碼 | 歷史 |
| WTWisdomTree, Inc. | COM | 28,413 | $41.4 萬 | 0.1% | +6,321+28.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,162 | $41.6 萬 | 0.1% | +533+8.0% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,404 | $41.7 萬 | 0.1% | −249−9.4% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 771 | $41.9 萬 | 0.1% | −35−4.3% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 9,281 | $42.5 萬 | 0.1% | +147+1.6% | 加碼 | 歷史 |
| PIPRPiper Sandler Companies | COM NEW | 5,590 | $42.8 萬 | 0.1% | +1,066+23.6% | 加碼依 4 比 1 拆股換算 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,693 | $42.8 萬 | 0.1% | −3,389−37.3% | 減碼 | 歷史 |
| OSISOsi Systems Inc | COM | 1,614 | $42.9 萬 | 0.1% | +118+7.9% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,975 | $43.2 萬 | 0.1% | −255−7.9% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,362 | $43.3 萬 | 0.1% | −41−1.7% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 4,630 | $43.3 萬 | 0.1% | +964+26.3% | 加碼 | 歷史 |
| VTRVentas, Inc. | REIT | 5,320 | $43.8 萬 | 0.1% | +896+20.3% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 2,129 | $43.9 萬 | 0.1% | −6−0.3% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 1,656 | $44.0 萬 | 0.1% | −153−8.5% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,116 | $44.4 萬 | 0.1% | −1,020−16.6% | 減碼 | – |
| TDYTeledyne Technologies Inc | COM | 742 | $44.9 萬 | 0.1% | −66−8.2% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,992 | $45.8 萬 | 0.1% | −53−2.6% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,604 | $46.1 萬 | 0.1% | +6,604 | 新進 | – |
| SNYSanofi | SPONSORED ADR | 9,568 | $46.1 萬 | 0.1% | +1,796+23.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,838 | $46.5 萬 | 0.1% | −4,057−51.4% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,612 | $47.4 萬 | 0.1% | +182+5.3% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 1,563 | $47.5 萬 | 0.1% | +186+13.5% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 253 | $47.7 萬 | 0.1% | +32+14.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,934 | $48.5 萬 | 0.1% | −416−17.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,489 | $49.3 萬 | 0.1% | −64−2.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 9,107 | $49.3 萬 | 0.1% | −1,993−18.0% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,381 | $49.4 萬 | 0.1% | +224+19.4% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 1,243 | $49.7 萬 | 0.1% | −143−10.3% | 減碼 | 歷史 |
| NENoble Corp plc | ORD SHS A | 10,182 | $50.0 萬 | 0.1% | −572−5.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,456 | $50.0 萬 | 0.1% | −3,461−50.0% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 4,212 | $50.3 萬 | 0.1% | −41−1.0% | 減碼 | 歷史 |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 14,006 | $50.5 萬 | 0.1% | +563+4.2% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 859 | $50.6 萬 | 0.1% | +60+7.5% | 加碼 | 歷史 |
| USPHU S Physical Therapy Inc | COM | 6,759 | $50.9 萬 | 0.1% | +290+4.5% | 加碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 7,498 | $51.2 萬 | 0.1% | −29−0.4% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 13,395 | $51.5 萬 | 0.1% | +764+6.0% | 加碼 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 11,398 | $51.7 萬 | 0.1% | +341+3.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 7,188 | $52.1 萬 | 0.1% | −394−5.2% | 減碼 | 歷史 |
| AERAerCap Holdings N.V. | SHS | 3,809 | $52.2 萬 | 0.1% | +1,812+90.7% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,822 | $53.2 萬 | 0.1% | +32+1.8% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,802 | $53.2 萬 | 0.1% | +107+6.3% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 7,165 | $53.3 萬 | 0.1% | +7,165 | 新進 | – |
| CNCCentene Corp | Stock | 16,296 | $53.4 萬 | 0.1% | +10,861+199.8% | 加碼 | 歷史 |
| APTVAptiv PLC | ORDINARY SHARES | 7,737 | $53.7 萬 | 0.1% | +7,737 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,266 | $53.9 萬 | 0.1% | −28−0.7% | 減碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 2,673 | $53.9 萬 | 0.1% | −82−3.0% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 14,500 | $54.0 萬 | 0.1% | +2,154+17.4% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,510 | $54.4 萬 | 0.1% | +271+12.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,627 | $54.7 萬 | 0.1% | +32+1.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,325 | $54.7 萬 | 0.1% | −6,521−55.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 9,314 | $54.7 萬 | 0.1% | +1,610+20.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,930 | $55.1 萬 | 0.1% | +707+13.5% | 加碼 | 歷史 |
| TPRTapestry, Inc. | COM | 3,921 | $55.3 萬 | 0.1% | +1,460+59.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,669 | $55.4 萬 | 0.1% | +173+3.8% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,319 | $56.4 萬 | 0.1% | −1,766−43.2% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 10,548 | $56.5 萬 | 0.1% | +10,548 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,301 | $56.6 萬 | 0.1% | +576+79.4% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 7,082 | $56.7 萬 | 0.1% | +542+8.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,326 | $56.7 萬 | 0.1% | +775+21.8% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,327 | $57.7 萬 | 0.1% | −1,066−16.7% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,574 | $58.1 萬 | 0.1% | −1,286−26.5% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 5,092 | $58.5 萬 | 0.1% | −462−8.3% | 減碼 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 12,634 | $59.6 萬 | 0.1% | +12,634 | 新進 | 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 |