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 |
|---|---|---|---|---|---|---|---|
| WFCWells Fargo & Company | Stock | 14,272 | $117.9 萬 | 0.2% | −1,573−9.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,219 | $116.6 萬 | 0.2% | +386+13.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,622 | $116.5 萬 | 0.2% | +618+5.1% | 加碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 18,663 | $115.3 萬 | 0.2% | +318+1.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 4,805 | $114.8 萬 | 0.2% | −308−6.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,468 | $113.3 萬 | 0.2% | +327+15.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,774 | $112.0 萬 | 0.2% | +369+3.5% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,172 | $111.9 萬 | 0.2% | −289−11.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 19,397 | $111.8 萬 | 0.2% | −256−1.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 10,757 | $111.3 萬 | 0.2% | −203−1.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 45,265 | $111.1 萬 | 0.2% | −3,633−7.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,651 | $111.0 萬 | 0.2% | +1,196+10.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,502 | $110.2 萬 | 0.2% | +33+1.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,012 | $109.7 萬 | 0.2% | −820−4.4% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 32,316 | $109.5 萬 | 0.2% | +833+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,245 | $109.1 萬 | 0.2% | +436+4.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 9,476 | $108.2 萬 | 0.2% | −8,272−46.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,422 | $107.2 萬 | 0.2% | −1,515−25.5% | 減碼 | – |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 52,479 | $106.1 萬 | 0.2% | −1,140−2.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,112 | $106.0 萬 | 0.2% | −217−9.3% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,692 | $105.5 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,120 | $105.3 萬 | 0.2% | +565+36.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 984 | $104.7 萬 | 0.2% | −41−4.0% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 511 | $101.2 萬 | 0.1% | −142−21.7% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,939 | $100.8 萬 | 0.1% | +349+9.7% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 15,182 | $97.5 萬 | 0.1% | −1,114−6.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,257 | $97.1 萬 | 0.1% | −516−13.7% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 19,488 | $96.6 萬 | 0.1% | +266+1.4% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 985 | $96.3 萬 | 0.1% | +5+0.5% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,847 | $95.6 萬 | 0.1% | −391−3.8% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 12,350 | $94.9 萬 | 0.1% | −711−5.4% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,975 | $94.8 萬 | 0.1% | −351−5.5% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 9,172 | $93.7 萬 | 0.1% | −3,148−25.6% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,192 | $93.6 萬 | 0.1% | −122−3.7% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 32,192 | $93.5 萬 | 0.1% | −441−1.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,161 | $92.1 萬 | 0.1% | −116−5.1% | 減碼 | 歷史 |
| VTRVentas, Inc. | REIT | 10,257 | $91.6 萬 | 0.1% | +4,937+92.8% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,960 | $89.9 萬 | 0.1% | −63−3.1% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,854 | $89.9 萬 | 0.1% | −5−0.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,718 | $89.9 萬 | 0.1% | −1,783−27.4% | 減碼 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 10,512 | $89.4 萬 | 0.1% | +10,512 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,248 | $89.3 萬 | 0.1% | +23+1.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,011 | $88.4 萬 | 0.1% | −287−6.7% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 18,427 | $88.3 萬 | 0.1% | +536+3.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,494 | $87.9 萬 | 0.1% | −19−0.2% | 減碼 | – |
| INCYIncyte Corp | COM | 7,701 | $87.3 萬 | 0.1% | +75+1.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 12,068 | $87.1 萬 | 0.1% | −6,473−34.9% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 36,641 | $86.5 萬 | 0.1% | −1,257−3.3% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 1,127 | $85.4 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,322 | $84.0 萬 | 0.1% | −23−1.7% | 減碼 | 歷史 |
| BCSBarclays PLC | ADR | 31,188 | $83.8 萬 | 0.1% | −140−0.4% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,038 | $83.7 萬 | 0.1% | −259−7.9% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 5,117 | $83.3 萬 | 0.1% | +39+0.8% | 加碼 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 33,008 | $82.7 萬 | 0.1% | +2,097+6.8% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 29,084 | $82.4 萬 | 0.1% | −5,501−15.9% | 減碼 | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 7,487 | $81.1 萬 | 0.1% | −689−8.4% | 減碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 30,396 | $81.0 萬 | 0.1% | −2,186−6.7% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 2,227 | $79.7 萬 | 0.1% | −150−6.3% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 14,903 | $78.8 萬 | 0.1% | −527−3.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,393 | $78.0 萬 | 0.1% | −455−4.6% | 減碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,151 | $77.8 萬 | 0.1% | −105−0.6% | 減碼 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,262 | $77.7 萬 | 0.1% | −15−0.5% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 930 | $77.2 萬 | 0.1% | +60+6.9% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,389 | $77.1 萬 | 0.1% | +14,389 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 2,776 | $75.5 萬 | 0.1% | −143−4.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,929 | $75.0 萬 | 0.1% | +706+13.5% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,581 | $75.0 萬 | 0.1% | +628+32.2% | 加碼 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 16,979 | $74.8 萬 | 0.1% | −1,766−9.4% | 減碼 | – |
| NBISNebius Group N.V. | Stock | 2,702 | $74.6 萬 | 0.1% | +2,702 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,508 | $74.6 萬 | 0.1% | +547+11.0% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,414 | $74.4 萬 | 0.1% | −298−17.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,857 | $73.8 萬 | 0.1% | −505−21.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,719 | $73.5 萬 | 0.1% | −200−6.9% | 減碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 29,750 | $73.3 萬 | 0.1% | −1,677−5.3% | 減碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 14,353 | $73.0 萬 | 0.1% | −1,420−9.0% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 2,127 | $71.2 萬 | 0.1% | +193+10.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 7,368 | $70.8 萬 | 0.1% | +180+2.5% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 120,012 | $70.0 萬 | 0.1% | +853+0.7% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 1,238 | $69.3 萬 | 0.1% | −506−29.0% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 18,855 | $69.3 萬 | 0.1% | +21+0.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 4,118 | $69.1 萬 | 0.1% | −451−9.9% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,847 | $68.6 萬 | 0.1% | +5,847 | 新進 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 8,339 | $68.5 萬 | 0.1% | +4,801+135.7% | 加碼 | – |
| EHCEncompass Health Corp | COM | 6,739 | $68.1 萬 | 0.1% | +145+2.2% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 10,031 | $68.0 萬 | 0.1% | −517−4.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,481 | $67.9 萬 | 0.1% | +2,156+40.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,199 | $67.8 萬 | 0.1% | +112+3.6% | 加碼 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 7,482 | $67.7 萬 | 0.1% | −16−0.2% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 30,162 | $67.1 萬 | 0.1% | −894−2.9% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 8,247 | $66.9 萬 | 0.1% | −68−0.8% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,496 | $66.7 萬 | 0.1% | −1,186−44.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 2,475 | $66.5 萬 | 0.1% | +836+51.0% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 1,468 | $66.5 萬 | 0.1% | −54−3.5% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,587 | $66.3 萬 | 0.1% | −82−1.8% | 減碼 | 歷史 |
| TRPTC Energy Corp | COM | 9,831 | $65.8 萬 | 0.1% | +9,831 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 1,652 | $65.2 萬 | 0.1% | +183+12.5% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,324 | $64.9 萬 | 0.1% | +57+2.5% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,627 | $64.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 12,042 | $64.5 萬 | 0.1% | −592−4.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 3,786 | $64.0 萬 | 0.1% | +39+1.0% | 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 |