跳到主要內容
Livermore
Livermore
中文EN

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
CNSCohen & Steers, Inc.COM3,593$27.4 萬<0.1%−4−0.1%減碼歷史
ZTSZoetis Inc.Stock3,816$27.4 萬<0.1%−6,133−61.6%減碼歷史
ERICEricsson LM Telephone CoADR B SEK 1024,718$27.6 萬<0.1%+24,718新進歷史
PHMPultegroup IncCOM2,008$27.6 萬<0.1%−543−21.3%減碼歷史
METMetlife IncStock3,267$27.6 萬<0.1%+149+4.8%加碼歷史
CCJCameco CorpStock2,724$27.7 萬<0.1%+105+4.0%加碼歷史
BEBloom Energy CorpCOM CL A917$27.8 萬<0.1%+917新進歷史
CTRECareTrust REIT, Inc.COM6,857$27.9 萬<0.1%+144+2.1%加碼歷史
AGMFederal Agricultural Mortgage CorpCL C1,403$28.0 萬<0.1%+7+0.5%加碼歷史
THCTenet Healthcare CorpCOM NEW1,497$28.0 萬<0.1%−28−1.8%減碼歷史
IBPInstalled Building Products, Inc.COM1,219$28.0 萬<0.1%−13−1.1%減碼歷史
KFRCKforce IncCOM5,997$28.1 萬<0.1%+5,997新進歷史
TSNTyson Foods, Inc.Stock4,941$28.3 萬<0.1%+202+4.3%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,290$28.4 萬<0.1%−15−0.5%減碼歷史
NUENucor CorpCOM1,275$28.5 萬<0.1%−212−14.3%減碼歷史
TAKTakeda Pharmaceutical Co LtdADR17,738$28.5 萬<0.1%+17,738新進歷史
RSGRepublic Services, Inc.COM1,341$28.6 萬<0.1%+187+16.2%加碼歷史
CFRCullen/Frost Bankers, Inc.COM1,849$28.6 萬<0.1%−134−6.8%減碼歷史
BCBrunswick CorpCOM3,408$28.7 萬<0.1%+31+0.9%加碼歷史
NLYAnnaly Capital Management IncREIT12,472$28.8 萬<0.1%+594+5.0%加碼歷史
LSTRLandstar System IncCOM1,394$28.8 萬<0.1%−248−15.1%減碼歷史
TLNTalen Energy CorpCOM756$29.1 萬<0.1%+756新進歷史
CMICummins IncStock411$29.3 萬<0.1%+4+1.0%加碼歷史
STZConstellation Brands, Inc.Stock2,117$29.4 萬<0.1%−13−0.6%減碼歷史
GEFGreif, IncCL A3,926$29.5 萬<0.1%+24+0.6%加碼歷史
CHEChemed CorpCOM641$29.9 萬<0.1%+21+3.4%加碼歷史
ATIAti IncStock1,516$29.9 萬<0.1%+1,516新進歷史
IRMIron Mountain IncCOM2,360$30.0 萬<0.1%−190−7.5%減碼歷史
CCLCarnival Corp Ltd.Stock10,510$30.0 萬<0.1%+256+2.5%加碼歷史
MPWRMonolithic Power Systems, Inc.COM218$30.2 萬<0.1%+218新進歷史
HONAHoneywell Aerospace Inc.COM1,369$30.3 萬<0.1%+1,369新進歷史
SBACSba Communications CorpCL A1,724$30.4 萬<0.1%−105−5.7%減碼歷史
VIVTelefonica Brasil S.A.SPONSORED ADS22,384$30.5 萬<0.1%+591+2.7%加碼歷史
KMXCarMax IncCOM5,787$30.6 萬<0.1%−253−4.2%減碼歷史
NSSCNapco Security Technologies, IncStock8,033$30.6 萬<0.1%+183+2.3%加碼歷史
MWAMueller Water Products, Inc.COM SER A11,861$30.6 萬<0.1%+134+1.1%加碼歷史
ADPAutomatic Data Processing IncStock1,360$30.7 萬<0.1%+267+24.4%加碼歷史
NENoble Corp plcORD SHS A8,233$30.7 萬<0.1%−1,949−19.1%減碼歷史
PPGPPG Industries IncStock2,547$30.9 萬<0.1%+61+2.5%加碼歷史
PHGKoninklijke Philips NVNY REGIS SHS NEW11,397$31.0 萬<0.1%+414+3.8%加碼歷史
RPMRPM International IncCOM2,794$31.1 萬<0.1%−108−3.7%減碼歷史
TTETotalEnergies SEACT3,946$31.1 萬<0.1%−281−6.6%減碼歷史
SHWSherwin Williams CoCOM905$31.2 萬<0.1%+278+44.3%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,872$31.3 萬<0.1%00.0%不變–
STMSTMicroelectronics N.V.NY REGISTRY4,183$31.3 萬<0.1%+4,183新進歷史
WCCWesco International IncCOM907$31.3 萬<0.1%−541−37.4%減碼歷史
PORPortland General Electric CoCOM NEW5,982$31.3 萬<0.1%−564−8.6%減碼歷史
HOMBHome Bancshares IncCOM10,978$31.3 萬<0.1%+82+0.8%加碼歷史
CLColgate Palmolive CoStock3,419$31.3 萬<0.1%+297+9.5%加碼歷史
PWRQuanta Services, Inc.COM436$31.4 萬<0.1%+436新進歷史
BAXBaxter International IncStock14,795$31.6 萬<0.1%+158+1.1%加碼歷史
MUSAMurphy USA Inc.COM589$31.7 萬<0.1%+15+2.6%加碼歷史
MSAMSA Safety IncCOM1,819$31.8 萬<0.1%+337+22.7%加碼歷史
PPLPPL CorpCOM8,659$31.9 萬<0.1%−4,736−35.4%減碼歷史
MTDRMatador Resources CoCOM6,417$31.9 萬<0.1%−67−1.0%減碼歷史
ESLTElbit Systems LtdStock422$32.1 萬<0.1%+9+2.2%加碼歷史
CFGCitizens Financial Group IncCOM4,609$32.3 萬<0.1%+4+0.1%加碼歷史
MRVLMarvell Technology, Inc.COM1,086$32.4 萬<0.1%+1,086新進歷史
KWRQuaker Chemical CorpCOM2,040$32.4 萬<0.1%−2−0.1%減碼歷史
OSKOshkosh CorpCOM2,112$32.4 萬<0.1%+120+6.0%加碼歷史
SPDR Series Trust78468R408ST TERM HIGH ETF13,079$32.7 萬<0.1%+1,447+12.4%加碼–
FHNFirst Horizon CorpCOM12,749$32.9 萬<0.1%+916+7.7%加碼歷史
WMBWilliams Companies, Inc.COM4,470$33.2 萬<0.1%+61+1.4%加碼歷史
TROWPrice T Rowe Group IncStock2,925$33.3 萬<0.1%−14−0.5%減碼歷史
WPMWheaton Precious Metals Corp.COM2,961$33.3 萬<0.1%+167+6.0%加碼歷史
LOBLive Oak Bancshares, Inc.COM8,368$34.2 萬<0.1%−238−2.8%減碼歷史
EEExcelerate Energy, Inc.CL A COM9,002$34.2 萬<0.1%+2,103+30.5%加碼歷史
BDXBecton Dickinson & CoStock2,262$34.2 萬<0.1%+296+15.1%加碼歷史
PSKYParamount Skydance CorpCOM CL B34,548$34.2 萬<0.1%−397−1.1%減碼歷史
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT5,882$34.3 萬<0.1%00.0%不變–
WisdomTree Tr97717X578EM EX ST-OWNED6,968$34.3 萬<0.1%−107−1.5%減碼–
CXCemex SAB de CVSPON ADR NEW28,566$34.3 萬<0.1%+322+1.1%加碼歷史
SYKStryker CorpStock1,087$34.3 萬<0.1%+1,087新進歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS7,619$34.4 萬<0.1%+7,619新進歷史
WHWyndham Hotels & Resorts, Inc.COM4,086$34.4 萬<0.1%+444+12.2%加碼歷史
EWEdwards Lifesciences CorpStock3,832$34.7 萬0.1%+3,832新進歷史
CLXClorox CoStock3,634$34.7 萬0.1%−227−5.9%減碼歷史
PRMPerimeter Solutions, Inc.COMMON STOCK9,763$34.8 萬0.1%+1,124+13.0%加碼歷史
CWKCushman & Wakefield Ltd.COMMON SHARES26,024$34.8 萬0.1%+9,698+59.4%加碼歷史
QQnity Electronics, Inc.COMMON STOCK2,138$34.9 萬0.1%+239+12.6%加碼歷史
LBRTLiberty Energy Inc.COM CL A13,365$35.0 萬0.1%−7,314−35.4%減碼歷史
SAPSAP SEADR2,275$35.1 萬0.1%−2,445−51.8%減碼歷史
GILDGilead Sciences, Inc.Stock2,783$35.2 萬0.1%−1,935−41.0%減碼歷史
OSISOsi Systems IncCOM1,617$35.4 萬0.1%+3+0.2%加碼歷史
POWIPower Integrations IncCOM4,244$35.6 萬0.1%−1,283−23.2%減碼歷史
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,815$35.7 萬0.1%−461−7.3%減碼–
DOVDOVER CorpCOM1,597$35.8 萬0.1%+34+2.2%加碼歷史
FISVFiserv IncStock7,312$35.9 萬0.1%+1,363+22.9%加碼歷史
AMTAmerican Tower CorpREIT2,179$36.0 萬0.1%+114+5.5%加碼歷史
CAGConagra Brands Inc.Stock26,755$36.0 萬0.1%+7,403+38.3%加碼歷史
LENLennar CorpCL A3,985$36.1 萬0.1%+553+16.1%加碼歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,913$36.1 萬0.1%+78+4.3%加碼歷史
ARESAres Management CorpCL A COM STK3,269$36.4 萬0.1%−346−9.6%減碼歷史
MORNMorningstar, Inc.COM2,345$36.6 萬0.1%+505+27.4%加碼歷史
LMATLemaitre Vascular IncCOM3,821$36.7 萬0.1%+53+1.4%加碼歷史
UFPTUfp Technologies IncCOM1,386$36.7 萬0.1%−248−15.2%減碼歷史
EQIXEquinix IncCOM359$37.5 萬0.1%+100+38.6%加碼歷史
ATOAtmos Energy CorpCOM2,192$37.8 萬0.1%−1,376−38.6%減碼歷史
APGAPi Group CorpCOM STK8,923$37.8 萬0.1%+499+5.9%加碼歷史
USPHU S Physical Therapy IncCOM5,519$37.9 萬0.1%−1,240−18.3%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