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 |
|---|---|---|---|---|---|---|---|
| WFCWells Fargo & Company | Stock | 15,845 | $126.1 萬 | 0.2% | −202−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,672 | $125.3 萬 | 0.2% | −1,126−11.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,609 | $123.7 萬 | 0.2% | +267+2.9% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 15,670 | $123.5 萬 | 0.2% | +921+6.2% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 5,796 | $122.4 萬 | 0.2% | +5,796 | 新進 | – |
| HDHome Depot, Inc. | Stock | 3,637 | $119.6 萬 | 0.2% | +366+11.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,653 | $119.2 萬 | 0.2% | −5,345−21.4% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 5,615 | $118.6 萬 | 0.2% | +3,581+176.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 6,482 | $118.2 萬 | 0.2% | −876−11.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 9,949 | $117.6 萬 | 0.2% | −218−2.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,329 | $114.6 萬 | 0.2% | +195+9.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 6,941 | $114.2 萬 | 0.2% | +790+12.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,004 | $112.8 萬 | 0.2% | −30.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,578 | $112.6 萬 | 0.2% | −122−4.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 12,320 | $110.4 萬 | 0.2% | −564−4.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,362 | $108.9 萬 | 0.2% | +41+1.8% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 18,345 | $108.8 萬 | 0.2% | +10,390+130.6% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 11,192 | $107.3 萬 | 0.2% | +96+0.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 5,113 | $106.6 萬 | 0.1% | +3,890+318.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,455 | $106.4 萬 | 0.1% | −479−4.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 2,682 | $106.3 萬 | 0.1% | +36+1.4% | 加碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 8,176 | $106.2 萬 | 0.1% | +89+1.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 10,809 | $104.2 萬 | 0.1% | +888+9.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,141 | $103.8 萬 | 0.1% | +149+7.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,298 | $101.6 萬 | 0.1% | −229−5.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,833 | $99.7 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,469 | $99.5 萬 | 0.1% | −377−9.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,832 | $98.9 萬 | 0.1% | +2,667+16.5% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 4,991 | $98.7 萬 | 0.1% | +1,106+28.5% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 10,238 | $98.3 萬 | 0.1% | +145+1.4% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,461 | $97.9 萬 | 0.1% | +459+22.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,314 | $96.3 萬 | 0.1% | +104+3.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,712 | $96.2 萬 | 0.1% | +72+4.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,569 | $96.0 萬 | 0.1% | +2,784+156.0% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 31,483 | $94.8 萬 | 0.1% | +22,441+248.2% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,744 | $94.0 萬 | 0.1% | −279−13.8% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,326 | $92.7 萬 | 0.1% | +62+1.0% | 加碼 | – |
| NTAPNetApp, Inc. | Stock | 8,966 | $91.8 萬 | 0.1% | +6,715+298.3% | 加碼 | 歷史 |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 53,619 | $91.0 萬 | 0.1% | +1,870+3.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,919 | $90.7 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 653 | $90.1 萬 | 0.1% | +243+59.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,023 | $89.9 萬 | 0.1% | +33+1.7% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 32,582 | $89.5 萬 | 0.1% | −1,718−5.0% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,297 | $88.0 萬 | 0.1% | +2,094+174.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 980 | $87.8 萬 | 0.1% | −111−10.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,501 | $86.4 萬 | 0.1% | +676+11.6% | 加碼 | – |
| APHAmphenol Corp | CL A | 6,810 | $86.2 萬 | 0.1% | −738−9.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,227 | $86.0 萬 | 0.1% | −14−0.3% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 15,430 | $85.6 萬 | 0.1% | +5,415+54.1% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 37,898 | $85.2 萬 | 0.1% | +24,661+186.3% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 13,061 | $85.1 萬 | 0.1% | +9,327+249.8% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 32,633 | $84.5 萬 | 0.1% | +1,861+6.0% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,590 | $82.9 萬 | 0.1% | −609−14.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 18,613 | $82.1 萬 | 0.1% | +718+4.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,310 | $82.1 萬 | 0.1% | −55,831−94.4% | 減碼 | – |
| ETNEaton Corp plc | Stock | 2,277 | $81.5 萬 | 0.1% | +45+2.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,272 | $81.2 萬 | 0.1% | +147+3.6% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 4,720 | $80.8 萬 | 0.1% | −1,933−29.1% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,848 | $80.7 萬 | 0.1% | +9,848 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 825 | $79.3 萬 | 0.1% | −124−13.1% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,256 | $79.2 萬 | 0.1% | −71−0.4% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,513 | $78.9 萬 | 0.1% | +34+0.3% | 加碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 15,773 | $78.8 萬 | 0.1% | +978+6.6% | 加碼 | – |
| CVSCVS Health Corp | Stock | 10,960 | $78.7 萬 | 0.1% | +225+2.1% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,859 | $78.6 萬 | 0.1% | +240+5.2% | 加碼 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,277 | $76.7 萬 | 0.1% | +24+0.7% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 18,745 | $76.5 萬 | 0.1% | +1,451+8.4% | 加碼 | – |
| CWCurtiss Wright Corp | Stock | 1,120 | $76.3 萬 | 0.1% | +83+8.0% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,345 | $76.0 萬 | 0.1% | −41−3.0% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 19,222 | $75.1 萬 | 0.1% | +174+0.9% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 15,199 | $74.7 萬 | 0.1% | +251+1.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,089 | $74.3 萬 | 0.1% | +33+3.1% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,651 | $73.7 萬 | 0.1% | +885+15.3% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 3,773 | $73.3 萬 | 0.1% | +148+4.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,901 | $72.8 萬 | 0.1% | +5+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,025 | $72.6 萬 | 0.1% | +169+19.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,587 | $72.2 萬 | 0.1% | −159−5.8% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 1,520 | $71.9 萬 | 0.1% | −633−29.4% | 減碼 | 歷史 |
| INCYIncyte Corp | COM | 7,626 | $71.8 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,733 | $71.7 萬 | 0.1% | +96+2.6% | 加碼 | – |
| KLACKLA Corp | COM NEW | 486 | $71.5 萬 | 0.1% | +61+14.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,834 | $71.3 萬 | 0.1% | +23+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,919 | $70.8 萬 | 0.1% | +82+2.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,225 | $70.8 萬 | 0.1% | −128−5.4% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,088 | $70.6 萬 | 0.1% | −274−11.6% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,807 | $70.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,084 | $69.7 萬 | 0.1% | −696−18.4% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 5,078 | $69.7 萬 | 0.1% | +3,477+217.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,555 | $69.4 萬 | 0.1% | +211+15.7% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 7,062 | $68.6 萬 | 0.1% | −1,573−18.2% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 5,223 | $68.4 萬 | 0.1% | +86+1.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,747 | $68.3 萬 | 0.1% | +3,747 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 17,891 | $67.9 萬 | 0.1% | −3,979−18.2% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 47,042 | $67.6 萬 | 0.1% | +50.0% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3,124 | $67.4 萬 | 0.1% | +3,124 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,953 | $67.4 萬 | 0.1% | −218−10.0% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,315 | $67.3 萬 | 0.1% | −1,472−15.0% | 減碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 30,911 | $67.0 萬 | 0.1% | +135+0.4% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,522 | $66.4 萬 | 0.1% | −78−4.9% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 31,328 | $66.3 萬 | 0.1% | +2,175+7.5% | 加碼 | 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 |