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 Russell Mid-Cap Value ETF464287473 | ETF | 1,311 | $21.6 萬 | <0.1% | +1,311 | 新進 | – |
| PAYXPaychex Inc | Stock | 2,194 | $21.6 萬 | <0.1% | +2,194 | 新進 | 歷史 |
| CTASCintas Corp | Stock | 1,267 | $21.6 萬 | <0.1% | −87−6.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,940 | $21.6 萬 | <0.1% | +1,940 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,844 | $21.5 萬 | <0.1% | +43+1.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 789 | $21.5 萬 | <0.1% | −43−5.2% | 減碼 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 763 | $21.4 萬 | <0.1% | −12−1.5% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 1,430 | $21.3 萬 | <0.1% | +258+22.0% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,707 | $21.2 萬 | <0.1% | −931−12.2% | 減碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 12,940 | $21.2 萬 | <0.1% | +297+2.3% | 加碼 | 歷史 |
| INGING Groep NV | SPONSORED ADR | 6,738 | $21.1 萬 | <0.1% | +6,738 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 546 | $21.1 萬 | <0.1% | +546 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 777 | $21.1 萬 | <0.1% | +777 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 4,317 | $21.1 萬 | <0.1% | +4,317 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 2,531 | $20.9 萬 | <0.1% | +2,531 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 4,121 | $20.8 萬 | <0.1% | −145−3.4% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 4,313 | $20.7 萬 | <0.1% | +4,313 | 新進 | 歷史 |
| OLEDUniversal Display Corp | COM | 2,373 | $20.5 萬 | <0.1% | −9−0.4% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 30 | $20.4 萬 | <0.1% | +30 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 257 | $20.4 萬 | <0.1% | +257 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 505 | $20.3 萬 | <0.1% | +505 | 新進 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 26,172 | $20.3 萬 | <0.1% | −40−0.2% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 947 | $20.2 萬 | <0.1% | +947 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 4,039 | $20.1 萬 | <0.1% | +4,039 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 234 | $20.0 萬 | <0.1% | +234 | 新進 | 歷史 |
| NWGNatWest Group plc | SPONS ADR | 10,794 | $19.0 萬 | <0.1% | −3,177−22.7% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 10,921 | $18.9 萬 | <0.1% | +10,921 | 新進 | 歷史 |
| VTRSViatris Inc | Stock | 11,151 | $17.7 萬 | <0.1% | −2,503−18.3% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 16,434 | $15.3 萬 | <0.1% | +761+4.9% | 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 |