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Livermore
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
CBOECboe Global Markets, Inc.COM1,563$37.9 萬0.1%+416+36.3%加碼歷史
FNFabrinetSHS684$38.4 萬0.1%+38+5.9%加碼歷史
ASNDAscendis Pharma A/SORD SHS1,441$38.4 萬0.1%−78−5.1%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM1,206$38.5 萬0.1%+15+1.3%加碼歷史
GFIGold Fields LtdSPONSORED ADR11,474$38.5 萬0.1%+76+0.7%加碼歷史
ALHCAlignment Healthcare, Inc.COM16,195$38.6 萬0.1%+16,195新進歷史
MOG.AMoog Inc.CL A916$38.8 萬0.1%−41−4.3%減碼歷史
EMREmerson Electric CoStock2,721$39.0 萬0.1%+63+2.4%加碼歷史
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,620$39.0 萬0.1%−28−0.8%減碼–
SNOWSnowflake Inc.Stock1,547$39.4 萬0.1%−60−3.7%減碼歷史
HASHasbro, Inc.COM4,774$39.4 萬0.1%+144+3.1%加碼歷史
EXELExelixis, Inc.COM7,252$39.5 萬0.1%+7,252新進歷史
iShares Tips Bond ETF464287176ETF3,644$39.9 萬0.1%00.0%不變–
VSTVistra Corp.Stock2,517$39.9 萬0.1%+89+3.7%加碼歷史
CMECME Group Inc.COM1,809$40.0 萬0.1%+7+0.4%加碼歷史
iShares Tr464287622RUS 1000 ETF976$40.0 萬0.1%−182−15.7%減碼–
AAONAaon, Inc.COM PAR $0.0043,160$40.1 萬0.1%−97−3.0%減碼歷史
FTITechnipFMC plcCOM6,089$40.4 萬0.1%+497+8.9%加碼歷史
PIPRPiper Sandler CompaniesCOM NEW5,582$40.4 萬0.1%−8−0.1%減碼歷史
MCHPMicrochip Technology IncStock4,430$40.4 萬0.1%−19−0.4%減碼歷史
FDXFedEx CorpStock1,287$40.5 萬0.1%−94−6.8%減碼歷史
UPSUnited Parcel Service IncStock3,778$40.6 萬0.1%−211−5.3%減碼歷史
HONHoneywell International IncStock1,750$40.6 萬0.1%+1,750新進歷史
CDNSCadence Design Systems IncStock1,090$40.9 萬0.1%−51−4.5%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF12,127$41.0 萬0.1%+12,127新進–
FTNTFortinet, Inc.Stock2,678$41.1 萬0.1%+8+0.3%加碼歷史
ENSGEnsign Group, IncCOM2,571$41.2 萬0.1%−102−3.8%減碼歷史
AIGAmerican International Group, Inc.Stock5,534$41.2 萬0.1%−159−2.8%減碼歷史
MFCManulife Financial CorpCOM10,184$41.3 萬0.1%+1,243+13.9%加碼歷史
ADMArcher-Daniels-Midland CoStock5,401$41.3 萬0.1%+5,401新進歷史
RGAReinsurance Group of America IncCOM NEW1,953$41.5 萬0.1%+55+2.9%加碼歷史
BVNBuenaventura Mining Co IncSPONSORED ADR14,217$41.6 萬0.1%+211+1.5%加碼歷史
MARMarriott International IncStock1,134$42.0 萬0.1%+28+2.5%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM7,459$42.1 萬0.1%−3,434−31.5%減碼–
TNLTravel & Leisure Co.COM5,513$42.1 萬0.1%+116+2.1%加碼歷史
HOODRobinhood Markets, Inc.Stock4,216$42.3 萬0.1%+1,018+31.8%加碼歷史
CSXCSX CorpStock8,900$42.3 萬0.1%+699+8.5%加碼歷史
BMIBadger Meter IncCOM2,853$42.3 萬0.1%+1,455+104.1%加碼歷史
CHTRCharter Communications, Inc.CL A2,981$42.4 萬0.1%−143−4.6%減碼歷史
VSECVse CorpCOM1,859$42.5 萬0.1%+425+29.6%加碼歷史
EOGEOG Resources IncStock3,296$42.8 萬0.1%−160−4.6%減碼歷史
ADSKAutodesk, Inc.COM2,202$42.8 萬0.1%+1,198+119.3%加碼歷史
AYIAcuity Inc. (DE)Stock1,157$43.6 萬0.1%+36+3.2%加碼歷史
NETCloudflare, Inc.CL A COM1,786$43.8 萬0.1%−343−16.1%減碼歷史
YOUClear Secure, Inc.COM CL A7,904$44.0 萬0.1%+56+0.7%加碼歷史
ABVXAbivax S.A.SPONSORED ADS3,313$44.1 萬0.1%+286+9.4%加碼歷史
HPEHewlett Packard Enterprise CoCOM9,769$44.2 萬0.1%−4,781−32.9%減碼歷史
DEODiageo PLCSPON ADR NEW5,539$44.5 萬0.1%+79+1.4%加碼歷史
GMGeneral Motors CoCOM5,777$44.5 萬0.1%+271+4.9%加碼歷史
CORCencora, Inc.Stock1,574$44.5 萬0.1%+766+94.8%加碼歷史
JCIJohnson Controls International plcStock3,068$45.0 萬0.1%−544−15.1%減碼歷史
GNRCGenerac Holdings Inc.Stock1,538$45.0 萬0.1%+41+2.7%加碼歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR27,920$45.1 萬0.1%+27,920新進歷史
CGNXCognex CorpCOM6,266$45.4 萬0.1%−527−7.8%減碼歷史
MTRNMATERION CorpCOM1,539$45.8 萬0.1%−194−11.2%減碼歷史
ABNBAirbnb, Inc.Stock3,212$46.0 萬0.1%−1,054−24.7%減碼歷史
SHELShell plcADR5,936$46.0 萬0.1%+6+0.1%加碼歷史
APTVAptiv PLCStock7,504$46.1 萬0.1%−233−3.0%減碼歷史
SPGSimon Property Group Inc.REIT2,065$46.2 萬0.1%+167+8.8%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A5,706$46.5 萬0.1%+363+6.8%加碼歷史
BXBlackstone Inc.COM3,960$46.6 萬0.1%+597+17.8%加碼歷史
FMXMexican Economic Development IncSPON ADR UNITS3,661$46.8 萬0.1%+3,661新進歷史
CXTCrane NXT, Co.COM9,177$47.0 萬0.1%+523+6.0%加碼歷史
HXLHexcel CorpCOM4,742$47.5 萬0.1%−18−0.4%減碼歷史
BKNGBooking Holdings Inc.Stock2,670$47.6 萬0.1%+270+11.3%加碼依 25 比 1 拆股換算歷史
MDLZMondelez International, Inc.Stock8,203$47.9 萬0.1%+1,041+14.5%加碼歷史
DELLDell Technologies Inc.Stock1,109$47.9 萬0.1%+1,109新進歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR20,073$47.9 萬0.1%+296+1.5%加碼歷史
HLTHilton Worldwide Holdings Inc.COM1,462$48.3 萬0.1%−101−6.5%減碼歷史
ILMNIllumina, Inc.COM2,749$48.3 萬0.1%+102+3.9%加碼歷史
TELTE Connectivity plcStock2,402$48.4 萬0.1%+669+38.6%加碼歷史
WTWisdomTree, Inc.COM28,664$48.6 萬0.1%+251+0.9%加碼歷史
LUVSouthwest Airlines CoCOM9,449$48.8 萬0.1%+1,058+12.6%加碼歷史
TDYTeledyne Technologies IncCOM731$48.8 萬0.1%−11−1.5%減碼歷史
NKENIKE, Inc.Stock11,823$49.0 萬0.1%+337+2.9%加碼歷史
AJGArthur J. Gallagher & Co.COM2,134$49.0 萬0.1%−376−15.0%減碼歷史
GWWW.W. Grainger, Inc.Stock360$49.0 萬0.1%+8+2.3%加碼歷史
ENBEnbridge IncStock9,062$49.1 萬0.1%−45−0.5%減碼歷史
SNDKSandisk CorpCOM218$49.5 萬0.1%+218新進歷史
MLMMartin Marietta Materials IncCOM860$49.6 萬0.1%+1+0.1%加碼歷史
NEMNEWMONT CorpStock5,341$49.9 萬0.1%+14+0.3%加碼歷史
ANETArista Networks, Inc.Stock2,953$50.2 萬0.1%+606+25.8%加碼歷史
DVADavita Inc.COM2,270$50.5 萬0.1%+2,270新進歷史
NOKNokia CorpSPONSORED ADR38,101$50.6 萬0.1%+38,101新進歷史
XYLXylem Inc.COM4,292$50.7 萬0.1%+80+1.9%加碼歷史
WMWaste Management IncStock2,304$51.3 萬0.1%+312+15.7%加碼歷史
CYDChina Yuchai International LtdCOM10,830$51.3 萬0.1%+262+2.5%加碼歷史
RBCRBC Bearings INCCOM804$51.8 萬0.1%+33+4.3%加碼歷史
TGTTarget CorpStock3,979$52.0 萬0.1%+141+3.7%加碼歷史
BIIBBiogen Inc.COM2,416$52.2 萬0.1%+54+2.3%加碼歷史
TTTrane Technologies plcSHS1,065$52.3 萬0.1%+76+7.7%加碼歷史
FCNCAFirst Citizens Bancshares IncCL A252$52.4 萬0.1%−1−0.4%減碼歷史
NRGNRG Energy, Inc.Stock3,624$52.9 萬0.1%+1,360+60.1%加碼歷史
GISGeneral Mills IncStock15,217$53.0 萬0.1%+717+4.9%加碼歷史
MMM3M CoStock3,272$53.0 萬0.1%+297+10.0%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock3,195$53.3 萬0.1%+791+32.9%加碼歷史
MSIMotorola Solutions, Inc.Stock1,286$53.6 萬0.1%−15−1.2%減碼歷史
BLKBlackRock, Inc.Stock559$53.8 萬0.1%−266−32.2%減碼歷史
WCNWaste Connections, Inc.COM3,232$53.9 萬0.1%−342−9.6%減碼歷史
LFUSLittelfuse IncCOM1,185$53.9 萬0.1%−10−0.8%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