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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
PHParker-Hannifin CorpStock985$96.3 萬0.1%+5+0.5%加碼歷史
UBSUBS Group AGStock19,488$96.6 萬0.1%+266+1.4%加碼歷史
TXNTexas Instruments IncStock3,257$97.1 萬0.1%−516−13.7%減碼歷史
CNCCentene CorpStock15,182$97.5 萬0.1%−1,114−6.8%減碼歷史
EXPEExpedia Group, Inc.Stock3,939$100.8 萬0.1%+349+9.7%加碼歷史
FIXComfort Systems USA IncCOM511$101.2 萬0.1%−142−21.7%減碼歷史
CATCaterpillar IncStock984$104.7 萬0.2%−41−4.0%減碼歷史
VRTXVertex Pharmaceuticals IncStock2,120$105.3 萬0.2%+565+36.3%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM1,692$105.5 萬0.2%−3−0.2%減碼歷史
TMOThermo Fisher Scientific Inc.Stock2,112$106.0 萬0.2%−217−9.3%減碼歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS52,479$106.1 萬0.2%−1,140−2.1%減碼歷史
iShares Russell 1000 Value ETF464287598ETF4,422$107.2 萬0.2%−1,515−25.5%減碼–
SHOPShopify Inc.Stock9,476$108.2 萬0.2%−8,272−46.6%減碼歷史
DISWalt Disney CoStock11,245$109.1 萬0.2%+436+4.0%加碼歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS32,316$109.5 萬0.2%+833+2.6%加碼歷史
USBUS Bancorp DECOM NEW18,012$109.7 萬0.2%−820−4.4%減碼歷史
NSCNorfolk Southern CorpStock3,502$110.2 萬0.2%+33+1.0%加碼歷史
NEENextera Energy IncStock12,651$111.0 萬0.2%+1,196+10.4%加碼歷史
CMCSAComcast CorpStock45,265$111.1 萬0.2%−3,633−7.4%減碼歷史
CVSCVS Health CorpStock10,757$111.3 萬0.2%−203−1.9%減碼歷史
BMYBristol Myers Squibb CoStock19,397$111.8 萬0.2%−256−1.3%減碼歷史
APPAppLovin CorpCOM CL A2,172$111.9 萬0.2%−289−11.7%減碼歷史
COPConocoPhillipsStock10,774$112.0 萬0.2%+369+3.5%加碼歷史
SPOTSpotify Technology S.A.Stock2,468$113.3 萬0.2%+327+15.3%加碼歷史
ALLAllstate CorpStock4,805$114.8 萬0.2%−308−6.0%減碼歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR18,663$115.3 萬0.2%+318+1.7%加碼歷史
SCHWSchwab Charles CorpStock12,622$116.5 萬0.2%+618+5.1%加碼歷史
AMGNAmgen IncStock3,219$116.6 萬0.2%+386+13.6%加碼歷史
WFCWells Fargo & CompanyStock14,272$117.9 萬0.2%−1,573−9.9%減碼歷史
LLoews CorpCOM10,419$118.0 萬0.2%+10,419新進歷史
AEPAmerican Electric Power Co IncStock8,658$118.5 萬0.2%+4,332+100.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock1,625$124.0 萬0.2%−182−10.1%減碼歷史
MDTMedtronic plcStock15,838$125.0 萬0.2%−1,851−10.5%減碼歷史
APHAmphenol CorpCL A7,234$127.7 萬0.2%+424+6.2%加碼歷史
PGProcter & Gamble CoStock8,724$127.9 萬0.2%+52+0.6%加碼歷史
NTAPNetApp, Inc.Stock8,288$128.3 萬0.2%−678−7.6%減碼歷史
COFCapital One Financial CorpStock6,407$128.5 萬0.2%−75−1.2%減碼歷史
CPCanadian Pacific Kansas City LtdCOM14,833$128.8 萬0.2%−837−5.3%減碼歷史
TJXTJX Companies IncStock8,529$129.2 萬0.2%−129−1.5%減碼歷史
ACNAccenture plcStock10,395$129.3 萬0.2%+153+1.5%加碼歷史
WELLWelltower Inc.REIT5,728$130.0 萬0.2%+737+14.8%加碼歷史
HDHome Depot, Inc.Stock3,695$130.3 萬0.2%+58+1.6%加碼歷史
CAHCardinal Health IncStock5,517$131.1 萬0.2%−98−1.7%減碼歷史
RBARB Global Inc.COM11,288$131.4 萬0.2%+96+0.9%加碼歷史
AONAon plcCL A3,993$132.4 萬0.2%−2,338−36.9%減碼歷史
SOSouthern CoStock13,859$132.6 萬0.2%+25+0.2%加碼歷史
KLACKLA CorpCOM NEW4,467$134.8 萬0.2%−393−8.1%減碼依 10 比 1 拆股換算歷史
CTVACorteva, Inc.Stock15,949$135.1 萬0.2%+246+1.6%加碼歷史
QCOMQualcomm IncStock7,436$137.4 萬0.2%−2,173−22.6%減碼歷史
PLTRPalantir Technologies Inc.Stock11,898$138.8 萬0.2%+44+0.4%加碼歷史
DDominion Energy, IncStock20,559$140.4 萬0.2%−472−2.2%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF16,493$142.1 萬0.2%+1,025+6.6%加碼依 6 比 1 拆股換算–
COSTCostco Wholesale CorpStock1,574$147.2 萬0.2%+27+1.7%加碼歷史
VLOValero Energy CorpStock5,729$149.2 萬0.2%−93−1.6%減碼歷史
MSMorgan StanleyStock7,157$149.6 萬0.2%+216+3.1%加碼歷史
MPCMarathon Petroleum CorpStock5,905$151.0 萬0.2%−141−2.3%減碼歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF16,531$159.3 萬0.2%+1,612+10.8%加碼–
PFEPfizer IncStock66,535$160.2 萬0.2%−1,698−2.5%減碼歷史
WRBBerkley W R CorpCOM23,856$169.7 萬0.2%+54+0.2%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN88,931$170.0 萬0.2%+9,013+11.3%加碼歷史
TAT&T Inc.Stock85,277$176.5 萬0.3%−499−0.6%減碼歷史
WMTWalmart Inc.Stock15,806$179.0 萬0.3%−45−0.3%減碼歷史
WDCWestern Digital CorpCOM2,812$179.6 萬0.3%−2,045−42.1%減碼歷史
NOWServiceNow, Inc.Stock18,404$182.7 萬0.3%−3,176−14.7%減碼歷史
CARRCarrier Global CorpStock24,912$182.7 萬0.3%+241+1.0%加碼歷史
ABBVAbbVie Inc.Stock7,480$188.2 萬0.3%+1,626+27.8%加碼歷史
NFLXNetflix IncStock26,616$190.0 萬0.3%−815−3.0%減碼歷史
YUMYum Brands IncStock12,090$193.3 萬0.3%+2,531+26.5%加碼歷史
CCitigroup IncStock14,027$196.3 萬0.3%+58+0.4%加碼歷史
GLWCorning IncCOM7,719$197.2 萬0.3%−1,814−19.0%減碼歷史
MCKMcKesson CorpStock2,662$201.4 萬0.3%−25−0.9%減碼歷史
IBMInternational Business Machines CorpStock7,327$206.1 萬0.3%−47−0.6%減碼歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF39,007$207.2 萬0.3%+330+0.9%加碼–
CSCOCisco Systems, Inc.Stock17,765$208.7 萬0.3%−1,890−9.6%減碼歷史
AZNAstraZeneca PLCADR11,123$210.9 萬0.3%+606+5.8%加碼歷史
SESea LtdSPONSORD ADS22,352$214.2 萬0.3%+2,510+12.6%加碼歷史
GDGeneral Dynamics CorpStock6,121$216.8 萬0.3%+10+0.2%加碼歷史
NVSNovartis AGADR13,900$217.8 萬0.3%+2,069+17.5%加碼歷史
KOCoca Cola CoStock26,859$219.7 萬0.3%+1,357+5.3%加碼歷史
GEVGE Vernova Inc.Stock1,889$222.1 萬0.3%+418+28.4%加碼歷史
BACBank of America CorpStock39,972$227.8 萬0.3%+2,946+8.0%加碼歷史
CBRECbre Group, Inc.CL A16,925$228.0 萬0.3%+105+0.6%加碼歷史
ORCLOracle CorpStock16,549$242.5 萬0.4%−947−5.4%減碼歷史
GSGoldman Sachs Group IncStock2,425$245.3 萬0.4%+30+1.3%加碼歷史
UNHUnitedHealth Group IncStock5,943$247.0 萬0.4%+363+6.5%加碼歷史
GEGeneral Electric CoStock6,915$258.4 萬0.4%−414−5.6%減碼歷史
MOAltria Group, Inc.Stock35,907$262.1 萬0.4%−198−0.5%減碼歷史
AMATApplied Materials IncStock3,903$282.2 萬0.4%+99+2.6%加碼歷史
PMPhilip Morris International Inc.Stock15,533$283.3 萬0.4%+362+2.4%加碼歷史
MUMicron Technology IncStock2,480$286.2 萬0.4%+392+18.8%加碼歷史
LRCXLam Research CorpStock6,623$287.2 萬0.4%−590−8.2%減碼歷史
VZVerizon Communications IncStock68,080$288.2 萬0.4%+1,065+1.6%加碼歷史
AMDAdvanced Micro Devices IncStock5,011$291.1 萬0.4%+784+18.5%加碼歷史
RTXRTX CorpStock15,525$294.6 萬0.4%−306−1.9%減碼歷史
MAMastercard IncStock5,791$297.4 萬0.4%−1,041−15.2%減碼歷史
INTCIntel CorpStock21,586$301.4 萬0.4%+2,973+16.0%加碼歷史
MRKMerck & Co., Inc.Stock24,511$317.0 萬0.5%+607+2.5%加碼歷史
JPMJPMorgan Chase & CoStock9,982$326.7 萬0.5%+131+1.3%加碼歷史
ASMLASML Holding NVADR1,672$332.7 萬0.5%−39−2.3%減碼歷史
AXPAmerican Express CoStock10,480$354.5 萬0.5%−142−1.3%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