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Livermore
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Personal Cfo Solutions, LLC

SEC CIK
0001677501
最新申報
2026/8/7

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
529
較 2026 年第 1 季 +9
總值
$6.92 億
較 2026 年第 1 季 −$2,001 萬 (−2.8%)
申報日
2026/8/7
SEC
Personal Cfo Solutions, LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HLNHaleon plcADR16,434$15.3 萬<0.1%+761+4.9%加碼歷史
VTRSViatris IncStock11,151$17.7 萬<0.1%−2,503−18.3%減碼歷史
QXOQXO, Inc.COM NEW10,921$18.9 萬<0.1%+10,921新進歷史
NWGNatWest Group plcSPONS ADR10,794$19.0 萬<0.1%−3,177−22.7%減碼歷史
LITELumentum Holdings Inc.COM234$20.0 萬<0.1%+234新進歷史
TFCTruist Financial CorpCOM4,039$20.1 萬<0.1%+4,039新進歷史
ROSTRoss Stores, Inc.COM947$20.2 萬<0.1%+947新進歷史
UTZUtz Brands, Inc.COM CL A26,172$20.3 萬<0.1%−40−0.2%減碼歷史
SNASnap-on IncCOM505$20.3 萬<0.1%+505新進歷史
CASYCaseys General Stores IncCOM257$20.4 萬<0.1%+257新進歷史
NVRNVR IncCOM30$20.4 萬<0.1%+30新進歷史
OLEDUniversal Display CorpCOM2,373$20.5 萬<0.1%−9−0.4%減碼歷史
FASTFastenal CoStock4,313$20.7 萬<0.1%+4,313新進歷史
MKCMcCormick & Co IncStock4,121$20.8 萬<0.1%−145−3.4%減碼歷史
BUDAnheuser-Busch InBev SA/NVADR2,531$20.9 萬<0.1%+2,531新進歷史
OXYOccidental Petroleum CorpStock4,317$21.1 萬<0.1%+4,317新進歷史
NTRANatera, Inc.COM777$21.1 萬<0.1%+777新進歷史
ELVElevance Health, Inc.Stock546$21.1 萬<0.1%+546新進歷史
INGING Groep NVSPONSORED ADR6,738$21.1 萬<0.1%+6,738新進歷史
DBVTDBV Technologies S.A.SPONSORED ADS12,940$21.2 萬<0.1%+297+2.3%加碼歷史
RELXRELX PLCSPONSORED ADR6,707$21.2 萬<0.1%−931−12.2%減碼歷史
UHSUniversal Health Services IncCL B1,430$21.3 萬<0.1%+258+22.0%加碼歷史
HIIHuntington Ingalls Industries, Inc.COM763$21.4 萬<0.1%−12−1.5%減碼歷史
ITWIllinois Tool Works IncStock789$21.5 萬<0.1%−43−5.2%減碼歷史
CCICrown Castle Inc.REIT2,844$21.5 萬<0.1%+43+1.5%加碼歷史
KMBKimberly Clark CorpStock1,940$21.6 萬<0.1%+1,940新進歷史
CTASCintas CorpStock1,267$21.6 萬<0.1%−87−6.4%減碼歷史
PAYXPaychex IncStock2,194$21.6 萬<0.1%+2,194新進歷史
iShares Russell Mid-Cap Value ETF464287473ETF1,311$21.6 萬<0.1%+1,311新進–
SEICSEI Investments CoCOM2,472$21.7 萬<0.1%+2,472新進歷史
RJFRaymond James Financial IncCOM1,431$21.8 萬<0.1%+1,431新進歷史
BIPCBrookfield Infrastructure CorpCOM SUB VTG A5,653$21.8 萬<0.1%−58−1.0%減碼歷史
EGEverest Group, Ltd.COM613$21.9 萬<0.1%−2−0.3%減碼歷史
BCRXBiocryst Pharmaceuticals IncCOM21,926$21.9 萬<0.1%+259+1.2%加碼歷史
INTAIntapp, Inc.COM8,722$22.0 萬<0.1%−1,837−17.4%減碼歷史
SSLSasol LtdSPONSORED ADR22,481$22.1 萬<0.1%+22,481新進歷史
IRMDIradimed CorpCOM2,311$22.1 萬<0.1%+2,311新進歷史
CHRDChord Energy CorpCOM NEW1,941$22.2 萬<0.1%−114−5.5%減碼歷史
DARDarling Ingredients Inc.COM4,062$22.2 萬<0.1%+576+16.5%加碼歷史
RNRRenaissancere Holdings LtdCOM702$22.2 萬<0.1%+16+2.3%加碼歷史
CMGChipotle Mexican Grill IncCOM6,564$22.3 萬<0.1%−16−0.2%減碼歷史
ELSEquity Lifestyle Properties IncCOM3,440$22.4 萬<0.1%+165+5.0%加碼歷史
KNSLKinsale Capital Group, Inc.Stock682$22.5 萬<0.1%+682新進歷史
SNYSanofiSPONSORED ADR5,306$22.6 萬<0.1%−4,262−44.5%減碼歷史
WSCWillScot Holdings CorpCOM CL A7,864$22.7 萬<0.1%+7,864新進歷史
HSTMHealthstream IncCOM8,366$22.8 萬<0.1%+8,366新進歷史
CPKChesapeake Utilities CorpCOM1,850$22.8 萬<0.1%−1−0.1%減碼歷史
FANGDiamondback Energy, Inc.Stock1,301$22.9 萬<0.1%+63+5.1%加碼歷史
VEONVEON Ltd.SPONSORED ADS4,405$23.0 萬<0.1%−284−6.1%減碼歷史
UFPIUfp Industries IncCOM2,540$23.0 萬<0.1%+2,540新進歷史
UALUnited Airlines Holdings, Inc.COM1,706$23.2 萬<0.1%+1,706新進歷史
TPBTurning Point Brands, Inc.COM2,752$23.4 萬<0.1%+2,752新進歷史
LPLALPL Financial Holdings Inc.COM830$23.4 萬<0.1%+21+2.6%加碼歷史
ATENA10 Networks, Inc.Stock6,282$23.5 萬<0.1%+6,282新進歷史
ELEstee Lauder Companies IncCL A2,990$23.6 萬<0.1%−174−5.5%減碼歷史
STTState Street CorpCOM1,399$23.7 萬<0.1%+1,399新進歷史
ITRIItron, Inc.COM2,744$23.7 萬<0.1%+17+0.6%加碼歷史
ENTGEntegris IncCOM1,322$23.8 萬<0.1%+1,322新進歷史
EQNREquinor ASASPONSORED ADR7,605$23.9 萬<0.1%+7,605新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM628$23.9 萬<0.1%+628新進歷史
ALGAlamo Group IncCOM1,456$23.9 萬<0.1%+1,456新進歷史
MMSIMerit Medical Systems IncCOM3,455$24.0 萬<0.1%+165+5.0%加碼歷史
AWKAmerican Water Works Company, Inc.Stock1,837$24.2 萬<0.1%−62−3.3%減碼歷史
MTZMastec IncCOM581$24.2 萬<0.1%+581新進歷史
CMPSCOMPASS Pathways plcSPONSORED ADS17,180$24.3 萬<0.1%+17,180新進歷史
EGPEastgroup Properties IncCOM1,192$24.3 萬<0.1%+1,192新進歷史
HUMHumana IncStock612$24.4 萬<0.1%+612新進歷史
ADPTAdaptive Biotechnologies CorpCOM11,370$24.4 萬<0.1%+26+0.2%加碼歷史
KGSKodiak Gas Services, Inc.COM3,247$24.4 萬<0.1%+3,247新進歷史
FITBFifth Third BancorpCOM4,319$24.5 萬<0.1%+4,319新進歷史
ALCAlcon IncStock3,673$24.6 萬<0.1%−115−3.0%減碼歷史
SANBanco Santander, S.A.ADR17,958$24.8 萬<0.1%−2,241−11.1%減碼歷史
ONOn Semiconductor CorpStock2,636$24.9 萬<0.1%+2,636新進歷史
IRIngersoll Rand Inc.COM3,049$25.0 萬<0.1%+231+8.2%加碼歷史
DTEDte Energy CoCOM1,636$25.1 萬<0.1%−52−3.1%減碼歷史
EEni SpASPONSORED ADR5,363$25.1 萬<0.1%+5,363新進歷史
ASAmer Sports, Inc.COM SHS7,463$25.3 萬<0.1%+616+9.0%加碼歷史
ESQEsquire Financial Holdings, Inc.COM2,121$25.3 萬<0.1%−14−0.7%減碼歷史
BF.BBrown Forman CorpStock9,438$25.4 萬<0.1%−473−4.8%減碼歷史
EFXEquifax IncCOM1,600$25.4 萬<0.1%+125+8.5%加碼歷史
FLEXFlex Ltd.Stock1,582$25.6 萬<0.1%+1,582新進歷史
AZZAzz IncCOM1,664$25.8 萬<0.1%−10−0.6%減碼歷史
APOApollo Global Management, Inc.COM2,189$25.9 萬<0.1%+389+21.6%加碼歷史
PATKPatrick Industries IncCOM2,889$25.9 萬<0.1%+215+8.0%加碼歷史
AAAlcoa CorpStock4,995$26.0 萬<0.1%+332+7.1%加碼歷史
TRNOTerreno Realty CorpCOM3,994$26.1 萬<0.1%+60+1.5%加碼歷史
UGPUltrapar Holdings IncSP ADR REP COM51,980$26.1 萬<0.1%+51,980新進歷史
DLRDigital Realty Trust, Inc.COM1,455$26.1 萬<0.1%+99+7.3%加碼歷史
TILEInterface IncCOM7,303$26.2 萬<0.1%+7,303新進歷史
SFBSServisFirst Bancshares, Inc.COM3,028$26.3 萬<0.1%+6+0.2%加碼歷史
GENGen Digital Inc.Stock10,564$26.3 萬<0.1%−195−1.8%減碼歷史
PRDOPerdoceo Education CorpCOM8,311$26.6 萬<0.1%+92+1.1%加碼歷史
IFFInternational Flavors & Fragrances IncCOM3,350$26.7 萬<0.1%−115−3.3%減碼歷史
AVAAvista CorpCOM6,561$26.8 萬<0.1%−1,506−18.7%減碼歷史
LMTLockheed Martin CorpStock528$26.9 萬<0.1%+36+7.3%加碼歷史
SKMSK Telecom Co LtdSPONSORED ADR8,378$26.9 萬<0.1%+8,378新進歷史
RIORio Tinto PLCADR2,839$27.0 萬<0.1%+19+0.7%加碼歷史
TERTeradyne, IncStock560$27.1 萬<0.1%+560新進歷史
EXEExpand Energy CorpCOM2,975$27.1 萬<0.1%+362+13.9%加碼歷史
AEISAdvanced Energy Industries IncCOM732$27.3 萬<0.1%−127−14.8%減碼歷史

2026 年第 1 季之後清倉（69 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Personal Cfo Solutions, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
Innovator ETFs Trust45782C508US EQTY PWR BUF593,514$2,738 萬3.8%–
Innovator ETFs Trust45783Y350INTL DEVELOPED P540,694$1,612 萬2.3%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF128,329$1,417 萬2.0%–
Innovator ETFs Trust45782C409US EQTY BUFR JAN234,460$1,250 萬1.8%–
Innovator ETFs Trust45784N783US SM CAP BUFFER301,625$847.1 萬1.2%–
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR269,799$843.9 萬1.2%–
Innovator ETFs Trust45782C466GRWT100 PWR BF157,211$839.0 萬1.2%–
Schwab US Dividend Equity ETF808524797ETF170,652$523.6 萬0.7%–
XOMExxonMobil Holdings CorpCOM27,189$461.3 萬0.6%歷史
Innovator ETFs Trust45782C516EMRGNG MKT JAN74,162$251.6 萬0.4%–
iShares S&P 500 Growth ETF464287309ETF17,667$199.8 萬0.3%–
First Trust Cloud Computing ETF33734X192ETF14,977$163.8 萬0.2%–
iShares MSCI USA Quality Factor ETF46432F339ETF7,672$147.1 萬0.2%–
iShares S&P 500 Value ETF464287408ETF5,796$122.4 萬0.2%–
iShares Russell 2000 ETF464287655ETF3,310$82.1 萬0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF6,651$73.7 萬0.1%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,733$71.7 萬0.1%–
HONHoneywell International IncCOM3,084$69.7 萬0.1%歷史
IAUiShares Gold TrustETF6,997$61.7 萬0.1%歷史
EMBJEmbraer S.A.ADR10,043$59.6 萬0.1%歷史
iShares Tr464288877EAFE VALUE ETF7,165$53.3 萬0.1%–
iShares Core MSCI Emerging Markets ETF46434G103ETF6,604$46.1 萬0.1%–
iShares Tr46428743220 YR TR BD ETF5,116$44.4 萬0.1%–
EDConsolidated Edison IncStock3,653$41.3 萬0.1%歷史
BABAAlibaba Group Holding LtdADR3,294$41.3 萬0.1%歷史
Victory Portfolios II92647N527CORE BD ETF8,781$41.3 萬0.1%–
BPBP PLCADR8,512$40.0 萬0.1%歷史
HMYHarmony Gold Mining Co LtdADR24,587$37.8 萬0.1%歷史
RYAAYRyanair Holdings PLCSPONSORED ADR6,513$37.6 萬0.1%歷史
GTESGates Industrial Corp Ltd.ORD SHS16,459$37.2 萬0.1%歷史
SBSWSibanye Stillwater LtdSPONSORED ADR28,400$35.9 萬0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,557$35.8 萬0.1%–
iShares Tr46435G409MSCI INTL VLU FT8,995$35.7 萬0.1%–
iShares Tr464287515EXPANDED TECH4,195$33.6 萬<0.1%–
iShares Tr464287150CORE S&P TTL STK2,236$31.9 萬<0.1%–
VNETVNET Group, Inc.SPONSORED ADS A37,199$31.2 萬<0.1%歷史
BSXBoston Scientific CorpStock4,939$31.0 萬<0.1%歷史
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,724$29.3 萬<0.1%–
GMABGenmab A/SSPONSORED ADS10,866$29.2 萬<0.1%歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD5,762$28.7 萬<0.1%–
KEPKorea Electric Power CorpSPONSORED ADR19,825$28.3 萬<0.1%歷史
SPGIS&P Global Inc.Stock649$27.6 萬<0.1%歷史
VNTVontier CorpStock7,694$27.3 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF2,476$26.3 萬<0.1%–
DXCMDexcom IncCOM4,145$26.0 萬<0.1%歷史
RMDResmed IncCOM1,151$25.8 萬<0.1%歷史
Global X Uranium ETF37954Y871ETF5,312$25.7 萬<0.1%–
ROLRollins IncCOM4,713$25.2 萬<0.1%歷史
MELIMercadolibre IncCOM144$24.9 萬<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock1,546$24.3 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A1,778$24.3 萬<0.1%歷史
iShares Tr46435U218ESG MSCI LEADR2,104$23.9 萬<0.1%–
BlackRock ETF Trust09290C806ISHA US THEM ETF6,282$22.8 萬<0.1%–
LKFNLakeland Financial CorpCOM3,859$22.1 萬<0.1%歷史
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1030,516$22.1 萬<0.1%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK1,218$22.0 萬<0.1%歷史
HLNEHamilton Lane INCCL A2,186$21.8 萬<0.1%歷史
iShares Russell Midcap ETF464287499ETF2,217$21.6 萬<0.1%–
ARGXArgenx SESPONSORED ADR293$21.4 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A1,212$21.2 萬<0.1%歷史
CELHCelsius Holdings, Inc.COM NEW5,900$20.9 萬<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE6,209$20.6 萬<0.1%–
PEGAPegasystems IncCOM4,844$20.6 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock4,554$20.6 萬<0.1%歷史
KMIKinder Morgan, Inc.Stock6,042$20.3 萬<0.1%歷史
FSVFirstService CorpCOM1,445$20.1 萬<0.1%歷史
PCORProcore Technologies, Inc.COM3,528$20.1 萬<0.1%歷史
GHYPGIM Global High Yield Fund, Inc.COM11,706$13.6 萬<0.1%歷史
CLVTClarivate PLCORD SHS11,944$3.02 萬<0.1%歷史