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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288513 | IBOXX HI YD ETF | 46,446 | $371.4 萬 | 0.5% | +4,257+10.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 14,929 | $379.1 萬 | 0.5% | +1,559+11.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,091 | $380.5 萬 | 0.5% | −1,245−10.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 18,176 | $393.5 萬 | 0.6% | −33−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,314 | $403.0 萬 | 0.6% | +52+0.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,346 | $417.9 萬 | 0.6% | −1,218−9.7% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 8,498 | $441.0 萬 | 0.6% | +189+2.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,533 | $480.7 萬 | 0.7% | +1,141+15.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,041 | $484.6 萬 | 0.7% | −439−9.8% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 5,097 | $492.3 萬 | 0.7% | −333−6.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,769 | $538.8 萬 | 0.8% | +189+1.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,910 | $543.0 萬 | 0.8% | +696+5.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,087 | $645.5 萬 | 0.9% | −540−3.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,989 | $673.0 萬 | 1.0% | −174−1.9% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,301 | $688.1 萬 | 1.0% | +526+1.0% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 163,109 | $808.2 萬 | 1.2% | +5,803+3.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,102 | $866.1 萬 | 1.3% | +995+5.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,298 | $972.2 萬 | 1.4% | +78,298 | 新進 | – |
| ITTItt Inc. | COM | 59,338 | $1,176 萬 | 1.7% | −41−0.1% | 減碼 | 歷史 |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 466,553 | $1,183 萬 | 1.7% | +22,001+4.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 36,890 | $1,303 萬 | 1.9% | −20,272−35.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,298 | $1,354 萬 | 2.0% | +1,676+4.8% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 137,598 | $1,429 萬 | 2.1% | +130,536+1,848.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 63,968 | $1,525 萬 | 2.2% | +5,167+8.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 94,496 | $1,891 萬 | 2.7% | +5,632+6.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 563,980 | $1,933 萬 | 2.8% | +13,702+2.5% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 56,356 | $2,014 萬 | 2.9% | +18,848+50.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 147,071 | $4,256 萬 | 6.2% | +9,454+6.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 200,378 | $6,848 萬 | 9.9% | +8,196+4.3% | 加碼 | 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。
| 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 Trust45782C508 | US EQTY PWR BUF | 593,514 | $2,738 萬 | 3.8% | – |
| Innovator ETFs Trust45783Y350 | INTL DEVELOPED P | 540,694 | $1,612 萬 | 2.3% | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 128,329 | $1,417 萬 | 2.0% | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 234,460 | $1,250 萬 | 1.8% | – |
| Innovator ETFs Trust45784N783 | US SM CAP BUFFER | 301,625 | $847.1 萬 | 1.2% | – |
| Innovator ETFs Trust45783Y780 | US EQT ACC 9 BFR | 269,799 | $843.9 萬 | 1.2% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 157,211 | $839.0 萬 | 1.2% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 170,652 | $523.6 萬 | 0.7% | – |
| XOMExxonMobil Holdings Corp | COM | 27,189 | $461.3 萬 | 0.6% | 歷史 |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 74,162 | $251.6 萬 | 0.4% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,667 | $199.8 萬 | 0.3% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 14,977 | $163.8 萬 | 0.2% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 7,672 | $147.1 萬 | 0.2% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 5,796 | $122.4 萬 | 0.2% | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,310 | $82.1 萬 | 0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,651 | $73.7 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,733 | $71.7 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 3,084 | $69.7 萬 | 0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 6,997 | $61.7 萬 | 0.1% | 歷史 |
| EMBJEmbraer S.A. | ADR | 10,043 | $59.6 萬 | 0.1% | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 7,165 | $53.3 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,604 | $46.1 萬 | 0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,116 | $44.4 萬 | 0.1% | – |
| EDConsolidated Edison Inc | Stock | 3,653 | $41.3 萬 | 0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,294 | $41.3 萬 | 0.1% | 歷史 |
| Victory Portfolios II92647N527 | CORE BD ETF | 8,781 | $41.3 萬 | 0.1% | – |
| BPBP PLC | ADR | 8,512 | $40.0 萬 | 0.1% | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 24,587 | $37.8 萬 | 0.1% | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 6,513 | $37.6 萬 | 0.1% | 歷史 |
| GTESGates Industrial Corp Ltd. | ORD SHS | 16,459 | $37.2 萬 | 0.1% | 歷史 |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 28,400 | $35.9 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,557 | $35.8 萬 | 0.1% | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 8,995 | $35.7 萬 | 0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 4,195 | $33.6 萬 | <0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,236 | $31.9 萬 | <0.1% | – |
| VNETVNET Group, Inc. | SPONSORED ADS A | 37,199 | $31.2 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,939 | $31.0 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,724 | $29.3 萬 | <0.1% | – |
| GMABGenmab A/S | SPONSORED ADS | 10,866 | $29.2 萬 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 5,762 | $28.7 萬 | <0.1% | – |
| KEPKorea Electric Power Corp | SPONSORED ADR | 19,825 | $28.3 萬 | <0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 649 | $27.6 萬 | <0.1% | 歷史 |
| VNTVontier Corp | Stock | 7,694 | $27.3 萬 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,476 | $26.3 萬 | <0.1% | – |
| DXCMDexcom Inc | COM | 4,145 | $26.0 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 1,151 | $25.8 萬 | <0.1% | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 5,312 | $25.7 萬 | <0.1% | – |
| ROLRollins Inc | COM | 4,713 | $25.2 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 144 | $24.9 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,546 | $24.3 萬 | <0.1% | 歷史 |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,778 | $24.3 萬 | <0.1% | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 2,104 | $23.9 萬 | <0.1% | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 6,282 | $22.8 萬 | <0.1% | – |
| LKFNLakeland Financial Corp | COM | 3,859 | $22.1 萬 | <0.1% | 歷史 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 30,516 | $22.1 萬 | <0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,218 | $22.0 萬 | <0.1% | 歷史 |
| HLNEHamilton Lane INC | CL A | 2,186 | $21.8 萬 | <0.1% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,217 | $21.6 萬 | <0.1% | – |
| ARGXArgenx SE | SPONSORED ADR | 293 | $21.4 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,212 | $21.2 萬 | <0.1% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 5,900 | $20.9 萬 | <0.1% | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 6,209 | $20.6 萬 | <0.1% | – |
| PEGAPegasystems Inc | COM | 4,844 | $20.6 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,554 | $20.6 萬 | <0.1% | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 6,042 | $20.3 萬 | <0.1% | 歷史 |
| FSVFirstService Corp | COM | 1,445 | $20.1 萬 | <0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 3,528 | $20.1 萬 | <0.1% | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 11,706 | $13.6 萬 | <0.1% | 歷史 |
| CLVTClarivate PLC | ORD SHS | 11,944 | $3.02 萬 | <0.1% | 歷史 |