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
PSMTPricesmart IncCOM2,763$54.0 萬0.1%+15+0.5%加碼歷史
AKAMAkamai Technologies IncCOM4,566$54.0 萬0.1%−526−10.3%減碼歷史
JBTMJBT Marel CorpCOM3,738$54.2 萬0.1%+870+30.3%加碼歷史
URIUnited Rentals, Inc.COM482$54.6 萬0.1%+70+17.0%加碼歷史
ADBEAdobe Inc.Stock2,750$56.4 萬0.1%+431+18.6%加碼歷史
DDDuPont de Nemours, Inc.Stock4,162$56.4 萬0.1%+1,068+34.5%加碼依 1 比 3 拆股換算歷史
PANWPalo Alto Networks IncStock1,663$56.7 萬0.1%+394+31.0%加碼歷史
PGRProgressive CorpStock2,623$57.3 萬0.1%−482−15.5%減碼歷史
JBLJabil IncStock1,486$57.3 萬0.1%−170−10.3%減碼歷史
SPCXSpace Exploration Technologies CorpCLASS A COM STK3,361$57.4 萬0.1%+3,361新進歷史
KLICKulicke & Soffa Industries IncCOM4,297$57.6 萬0.1%−712−14.2%減碼歷史
AERAerCap Holdings N.V.SHS3,956$57.7 萬0.1%+147+3.9%加碼歷史
NXPINXP Semiconductors N.V.COM2,050$57.8 萬0.1%−439−17.6%減碼歷史
HCAHCA Healthcare, Inc.COM1,487$58.0 萬0.1%−33−2.2%減碼歷史
PEPPepsiCo IncStock4,293$58.1 萬0.1%+214+5.2%加碼歷史
NOCNorthrop Grumman CorpStock1,142$58.2 萬0.1%+53+4.9%加碼歷史
FCXFreeport-McMoran IncStock9,314$58.6 萬0.1%00.0%不變歷史
XELXcel Energy IncStock7,250$58.6 萬0.1%+168+2.4%加碼歷史
DHRDanaher CorpStock3,141$60.0 萬0.1%−1,131−26.5%減碼歷史
CNQCanadian Natural Resources LtdCOM15,056$60.1 萬0.1%−143−0.9%減碼歷史
SONYSony Group CorpSPONSORED ADR30,042$60.3 萬0.1%−1,558−4.9%減碼歷史
NUNu Holdings Ltd.ORD SHS CL A45,123$60.3 萬0.1%−1,919−4.1%減碼歷史
TRVTravelers Companies, Inc.Stock1,839$60.7 萬0.1%+17+0.9%加碼歷史
CRMSalesforce, Inc.Stock3,886$61.1 萬0.1%−15−0.4%減碼歷史
TPRTapestry, Inc.COM4,188$61.3 萬0.1%+267+6.8%加碼歷史
VMIValmont Industries IncCOM1,070$61.9 萬0.1%−173−13.9%減碼歷史
CPBCAMPBELL'S CoCOM28,120$62.6 萬0.1%+843+3.1%加碼歷史
INTUIntuit Inc.Stock2,405$62.8 萬0.1%−700−22.5%減碼歷史
CEGConstellation Energy CorpStock2,558$63.5 萬0.1%−29−1.1%減碼歷史
PSXPhillips 66Stock3,786$64.0 萬0.1%+39+1.0%加碼歷史
AREAlexandria Real Estate Equities, Inc.COM12,042$64.5 萬0.1%−592−4.7%減碼歷史
PNCPNC Financial Services Group, Inc.Stock2,627$64.7 萬0.1%00.0%不變歷史
ECLEcolab Inc.Stock2,324$64.9 萬0.1%+57+2.5%加碼歷史
COHRCoherent Corp.COM1,652$65.2 萬0.1%+183+12.5%加碼歷史
TRPTC Energy CorpCOM9,831$65.8 萬0.1%+9,831新進歷史
BNYBank of New York Mellon CorpStock4,587$66.3 萬0.1%−82−1.8%減碼歷史
MCOMoodys CorpStock1,468$66.5 萬0.1%−54−3.5%減碼歷史
HWMHowmet Aerospace Inc.Stock2,475$66.5 萬0.1%+836+51.0%加碼歷史
SNPSSynopsys IncCOM1,496$66.7 萬0.1%−1,186−44.2%減碼歷史
PEGPublic Service Enterprise Group IncCOM8,247$66.9 萬0.1%−68−0.8%減碼歷史
HPQHP IncStock30,162$67.1 萬0.1%−894−2.9%減碼歷史
VOYAVoya Financial, Inc.COM7,482$67.7 萬0.1%−16−0.2%減碼歷史
DGXQuest Diagnostics IncCOM3,199$67.8 萬0.1%+112+3.6%加碼歷史
ABTAbbott LaboratoriesStock7,481$67.9 萬0.1%+2,156+40.5%加碼歷史
SWKSSkyworks Solutions, Inc.Stock10,031$68.0 萬0.1%−517−4.9%減碼歷史
EHCEncompass Health CorpCOM6,739$68.1 萬0.1%+145+2.2%加碼歷史
iShares Tr4642874571 3 YR TREAS BD8,339$68.5 萬0.1%+4,801+135.7%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,847$68.6 萬0.1%+5,847新進–
TMUST-Mobile US, Inc.Stock4,118$69.1 萬0.1%−451−9.9%減碼歷史
EPDEnterprise Products Partners L.P.Stock18,855$69.3 萬0.1%+21+0.1%加碼歷史
MSCIMSCI Inc.Stock1,238$69.3 萬0.1%−506−29.0%減碼歷史
LYGLloyds Banking Group plcSPONSORED ADR120,012$70.0 萬0.1%+853+0.7%加碼歷史
MNSTMonster Beverage CorpCOM7,368$70.8 萬0.1%+180+2.5%加碼歷史
VRTVertiv Holdings CoCOM CL A2,127$71.2 萬0.1%+193+10.0%加碼歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF14,353$73.0 萬0.1%−1,420−9.0%減碼–
HSTHost Hotels & Resorts, Inc.COM29,750$73.3 萬0.1%−1,677−5.3%減碼歷史
MCDMcDonalds CorpStock2,719$73.5 萬0.1%−200−6.9%減碼歷史
ISRGIntuitive Surgical IncCOM NEW1,857$73.8 萬0.1%−505−21.4%減碼歷史
IDXXIDEXX Laboratories IncCOM1,414$74.4 萬0.1%−298−17.4%減碼歷史
PLDPrologis, Inc.REIT5,508$74.6 萬0.1%+547+11.0%加碼歷史
NBISNebius Group N.V.Stock2,702$74.6 萬0.1%+2,702新進歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF16,979$74.8 萬0.1%−1,766−9.4%減碼–
LHXL3HARRIS Technologies, Inc.Stock2,581$75.0 萬0.1%+628+32.2%加碼歷史
DUKDuke Energy CORPStock5,929$75.0 萬0.1%+706+13.5%加碼歷史
UNPUnion Pacific CorpStock2,776$75.5 萬0.1%−143−4.9%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF14,389$77.1 萬0.1%+14,389新進–
EMEEMCOR Group, Inc.Stock930$77.2 萬0.1%+60+6.9%加碼歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,262$77.7 萬0.1%−15−0.5%減碼歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF17,151$77.8 萬0.1%−105−0.6%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF9,393$78.0 萬0.1%−455−4.6%減碼–
GSKGSK plcADR14,903$78.8 萬0.1%−527−3.4%減碼歷史
SXIStandex International CorpCOM2,227$79.7 萬0.1%−150−6.3%減碼歷史
WBDWarner Bros. Discovery, Inc.Stock30,396$81.0 萬0.1%−2,186−6.7%減碼歷史
CFCF Industries Holdings, Inc.COM7,487$81.1 萬0.1%−689−8.4%減碼歷史
CSGPCostar Group, Inc.COM29,084$82.4 萬0.1%−5,501−15.9%減碼歷史
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR33,008$82.7 萬0.1%+2,097+6.8%加碼歷史
DHIHorton D R IncCOM5,117$83.3 萬0.1%+39+0.8%加碼歷史
CICigna GroupStock3,038$83.7 萬0.1%−259−7.9%減碼歷史
BCSBarclays PLCADR31,188$83.8 萬0.1%−140−0.4%減碼歷史
DEDeere & CoStock1,322$84.0 萬0.1%−23−1.7%減碼歷史
CWCurtiss Wright CorpStock1,127$85.4 萬0.1%+7+0.6%加碼歷史
KHCKraft Heinz CoStock36,641$86.5 萬0.1%−1,257−3.3%減碼歷史
UBERUber Technologies, IncStock12,068$87.1 萬0.1%−6,473−34.9%減碼歷史
INCYIncyte CorpCOM7,701$87.3 萬0.1%+75+1.0%加碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,494$87.9 萬0.1%−19−0.2%減碼–
NVONovo Nordisk A SADR18,427$88.3 萬0.1%+536+3.0%加碼歷史
LOWLowes Companies IncStock4,011$88.4 萬0.1%−287−6.7%減碼歷史
ADIAnalog Devices IncStock2,248$89.3 萬0.1%+23+1.0%加碼歷史
NGGNational Grid PLCSPONSORED ADR NE10,512$89.4 萬0.1%+10,512新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF4,718$89.9 萬0.1%−1,783−27.4%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,854$89.9 萬0.1%−5−0.1%減碼–
AMPAmeriprise Financial IncCOM1,960$89.9 萬0.1%−63−3.1%減碼歷史
VTRVentas, Inc.REIT10,257$91.6 萬0.1%+4,937+92.8%加碼歷史
ETNEaton Corp plcStock2,161$92.1 萬0.1%−116−5.1%減碼歷史
IBNIcici Bank LtdADR32,192$93.5 萬0.1%−441−1.4%減碼歷史
APDAir Products & Chemicals, Inc.Stock3,192$93.6 萬0.1%−122−3.7%減碼歷史
SBUXStarbucks CorpStock9,172$93.7 萬0.1%−3,148−25.6%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,975$94.8 萬0.1%−351−5.5%減碼–
BBYBest Buy Co IncStock12,350$94.9 萬0.1%−711−5.4%減碼歷史
ACGLArch Capital Group Ltd.Stock9,847$95.6 萬0.1%−391−3.8%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