13F 机构持仓

PERSONAL CFO SOLUTIONS, LLC

CHESTER NJ · SEC CIK 0001677501

2026Q22026Q1 更早 9 个季度 🔒
$6.92亿2026Q2 申报市值
529持仓数
34.3%前十大占比 · 第一大 9.9%
69 / 71新建仓 / 清仓
申报市值走势$6.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CB 9.9%
AAPL 6.2%
GOOG 2.9%
BALT 2.8%
NVDA 2.7%
AMZN 2.2%
EFA 2.1%
MSFT 2.0%
GOOGL 1.9%
TMB 1.7%

2026Q2 买入最多 按季末市值估算

EFA 加仓+$1,356.01万
IWF 重新持有+$744.63万
GOOG 加仓+$673.57万
CB 加仓+$280.11万
AAPL 加仓+$273.56万

2026Q2 卖出最多 按季末市值估算

PJAN 清仓-$2,737.88万
INNOVATOR ETFS T 清仓-$1,611.84万
SHV 清仓-$1,416.63万
BJAN 清仓-$1,250.38万
INNOVATOR ETFS T 清仓-$847.13万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
CB CHUBB LIMITED $6,848.11万9.90%200,378 8,1964.3% $280.11万 加仓
AAPL APPLE INC $4,255.63万6.15%147,071 9,4546.9% $273.56万 加仓
GOOG ALPHABET INC $2,013.99万2.91%56,356 18,84850.3% $673.57万 加仓
BALT INNOVATOR ETFS TRUST $1,932.76万2.79%563,980 13,7022.5% $46.96万 加仓
NVDA NVIDIA CORPORATION $1,890.77万2.73%94,496 5,6326.3% $112.69万 加仓
AMZN AMAZON COM INC $1,524.62万2.20%63,968 5,1678.8% $123.15万 加仓
EFA ISHARES TR $1,429.37万2.07%137,598 130,5361,848.4% $1,356.01万 加仓
MSFT MICROSOFT CORP $1,353.99万1.96%36,298 1,6764.8% $62.52万 加仓
GOOGL ALPHABET INC $1,303.43万1.88%36,890 -20,272-35.5% -$716.27万 减仓
TMB THORNBURG ETF TR $1,182.71万1.71%466,553 22,0014.9% $55.77万 加仓
ITT ITT INC $1,175.75万1.70%59,338 -41-0.1% -$8,124 减仓
IWF ISHARES TR $972.23万1.41%78,298 59,969327.2% $744.63万 重新持有
TSM TAIWAN SEMICONDUCTOR MANUFAC $866.10万1.25%18,102 9955.8% $47.61万 加仓
IQLT ISHARES TR $808.20万1.17%163,109 5,8033.7% $28.75万 加仓
EFG ISHARES TR $688.05万0.99%55,301 5261.0% $6.54万 加仓
SPY STATE STR SPDR S&P 500 ETF T $673.00万0.97%8,989 -174-1.9% -$13.03万 减仓
AVGO BROADCOM INC $645.47万0.93%17,087 -540-3.1% -$20.40万 减仓
TSLA TESLA INC $542.99万0.78%12,910 6965.7% $29.27万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $538.85万0.78%10,769 1891.8% $9.46万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $492.26万0.71%5,097 -333-6.1% -$32.16万 减仓
LLY ELI LILLY & CO $484.65万0.70%4,041 -439-9.8% -$52.65万 减仓
META META PLATFORMS INC $480.68万0.69%8,533 1,14115.4% $64.27万 加仓
LIN LINDE PLC $440.98万0.64%8,498 1892.3% $9.81万 加仓
GLD SPDR GOLD TR $417.95万0.60%11,346 -1,218-9.7% -$44.87万 减仓
CVX CHEVRON CORPORATION $403.04万0.58%24,314 520.2% $8,620 加仓
BA BOEING CO $393.46万0.57%18,176 -33-0.2% -$7,144 减仓
V VISA INC $380.53万0.55%11,091 -1,245-10.1% -$42.72万 减仓
JNJ JOHNSON & JOHNSON $379.15万0.55%14,929 1,55911.7% $39.59万 加仓
HYG ISHARES TR $371.43万0.54%46,446 4,25710.1% $34.04万 加仓
AXP AMERICAN EXPRESS CO $354.49万0.51%10,480 -142-1.3% -$4.80万 减仓
ASML ASML HLDG NV $332.69万0.48%1,672 -39-2.3% -$7.76万 减仓
JPM JPMORGAN CHASE & CO $326.74万0.47%9,982 1311.3% $4.29万 加仓
MRK MERCK & CO INC $317.03万0.46%24,511 6072.5% $7.85万 加仓
INTC INTEL CORP $301.41万0.44%21,586 2,97316.0% $41.51万 加仓
MA MASTERCARD INCORPORATED $297.43万0.43%5,791 -1,041-15.2% -$53.47万 减仓
RTX RTX CORPORATION $294.56万0.43%15,525 -306-1.9% -$5.81万 减仓
AMD ADVANCED MICRO DEVICES INC $291.08万0.42%5,011 78418.5% $45.54万 加仓
VZ VERIZON COMMUNICATIONS INC $288.25万0.42%68,080 1,0651.6% $4.51万 加仓
LRCX LAM RESEARCH CORP $287.19万0.42%6,623 -590-8.2% -$25.58万 减仓
MU MICRON TECHNOLOGY INC $286.21万0.41%2,480 39218.8% $45.24万 加仓
PM PHILIP MORRIS INTL INC $283.29万0.41%15,533 3622.4% $6.60万 加仓
AMAT APPLIED MATLS INC $282.22万0.41%3,903 992.6% $7.16万 加仓
MO ALTRIA GROUP INC $262.14万0.38%35,907 -198-0.5% -$1.45万 减仓
GE GE AEROSPACE $258.44万0.37%6,915 -414-5.6% -$15.47万 减仓
UNH UNITEDHEALTH GROUP INC $247.02万0.36%5,943 3636.5% $15.09万 加仓
GS GOLDMAN SACHS GROUP INC $245.26万0.35%2,425 301.3% $3.03万 加仓
ORCL ORACLE CORP $242.53万0.35%16,549 -947-5.4% -$13.88万 减仓
CBRE CBRE GROUP INC $227.96万0.33%16,925 1050.6% $1.41万 加仓
BAC BANK OF AMER CORP $227.76万0.33%39,972 2,9468.0% $16.79万 加仓
GEV GE VERNOVA INC $222.06万0.32%1,889 41828.4% $49.14万 加仓
KO COCA COLA CO $219.71万0.32%26,859 1,3575.3% $11.10万 加仓
NVS NOVARTIS AG $217.84万0.31%13,900 2,06917.5% $32.43万 加仓
GD GENERAL DYNAMICS CORP $216.83万0.31%6,121 100.2% $3,542 加仓
SE SEA LTD $214.20万0.31%22,352 2,51012.6% $24.05万 加仓
AZN ASTRAZENECA PLC $210.92万0.30%11,123 6065.8% $11.49万 加仓
CSCO CISCO SYS INC $208.67万0.30%17,765 -1,890-9.6% -$22.20万 减仓
XLE SELECT SECTOR SPDR TR $207.17万0.30%39,007 3300.9% $1.75万 加仓
IBM INTERNATIONAL BUSINESS MACHS $206.05万0.30%7,327 -47-0.6% -$1.32万 减仓
MCK MCKESSON CORP $201.40万0.29%2,662 -25-0.9% -$1.89万 减仓
GLW CORNING INC $197.16万0.28%7,719 -1,814-19.0% -$46.33万 减仓
C CITIGROUP INC $196.32万0.28%14,027 580.4% $8,118 加仓
YUM YUM BRANDS INC $193.28万0.28%12,090 2,53126.5% $40.46万 加仓
NFLX NETFLIX INC. $190.04万0.27%26,616 -815-3.0% -$5.82万 减仓
ABBV ABBVIE INC $188.23万0.27%7,480 1,62627.8% $40.92万 加仓
CARR CARRIER GLOBAL CORPORATION $182.73万0.26%24,912 2411.0% $1.77万 加仓
NOW SERVICENOW INC $182.71万0.26%18,404 -3,176-14.7% -$31.53万 减仓
WDC WESTERN DIGITAL CORP $179.59万0.26%2,812 -2,045-42.1% -$130.61万 减仓
WMT WALMART INC $179.02万0.26%15,806 -45-0.3% -$5,097 减仓
T AT&T INC $176.52万0.26%85,277 -499-0.6% -$1.03万 减仓
ET ENERGY TRANSFER L P $170.04万0.25%88,931 9,01311.3% $17.23万 加仓
WRB BERKLEY W R CORP $169.69万0.25%23,856 540.2% $3,841 加仓
PFE PFIZER INC $160.22万0.23%66,535 -1,698-2.5% -$4.09万 减仓
JNK SPDR SERIES TRUST $159.31万0.23%16,531 1,61210.8% $15.53万 加仓
MPC MARATHON PETE CORP $150.97万0.22%5,905 -141-2.3% -$3.60万 减仓
MS MORGAN STANLEY $149.62万0.22%7,157 2163.1% $4.52万 加仓
VLO VALERO ENERGY CORP $149.21万0.22%5,729 -93-1.6% -$2.42万 减仓
COST COSTCO WHOLESALE CORPORATION $147.23万0.21%1,574 271.7% $2.53万 加仓
VUG VANGUARD INDEX FDS $142.07万0.21%16,493 1,0256.6% $8.83万 加仓
D DOMINION ENERGY INC $140.40万0.20%20,559 -472-2.2% -$3.22万 减仓
PLTR PALANTIR TECHNOLOGIES INC $138.81万0.20%11,898 440.4% $5,133 加仓
QCOM QUALCOMM INC $137.41万0.20%7,436 -2,173-22.6% -$40.15万 减仓
CTVA CORTEVA INC $135.07万0.20%15,949 2461.6% $2.08万 加仓
KLAC KLA CORP $134.78万0.19%4,467 -393-8.1% -$11.86万 减仓
SO SOUTHERN CO $132.65万0.19%13,859 250.2% $2,393 加仓
AON AON PLC $132.43万0.19%3,993 -2,338-36.9% -$77.54万 减仓
RBA RB GLOBAL INC $131.45万0.19%11,288 960.9% $1.12万 加仓
CAH CARDINAL HEALTH INC $131.05万0.19%5,517 -98-1.7% -$2.33万 减仓
HD HOME DEPOT INC $130.32万0.19%3,695 581.6% $2.05万 加仓
WELL WELLTOWER INC $130.01万0.19%5,728 73714.8% $16.73万 加仓
ACN ACCENTURE PLC IRELAND $129.35万0.19%10,395 1531.5% $1.90万 加仓
TJX TJX COS INC NEW $129.21万0.19%8,529 -129-1.5% -$1.95万 减仓
CP CANADIAN PACIFIC KANSAS CITY $128.81万0.19%14,833 -837-5.3% -$7.27万 减仓
COF CAPITAL ONE FINL CORP $128.54万0.19%6,407 -75-1.2% -$1.50万 减仓
NTAP NETAPP INC $128.26万0.19%8,288 -678-7.6% -$10.49万 减仓
PG PROCTER & GAMBLE CO $127.93万0.18%8,724 520.6% $7,625 加仓
APH AMPHENOL CORP $127.72万0.18%7,234 4246.2% $7.49万 加仓
MDT MEDTRONIC PLC $125.04万0.18%15,838 -1,851-10.5% -$14.61万 减仓
CRWD CROWDSTRIKE HLDGS INC $124.01万0.18%1,625 -182-10.1% -$13.89万 减仓
AEP AMERICAN ELEC PWR CO INC $118.45万0.17%8,658 4,332100.1% $59.27万 加仓
L LOEWS CORP $117.95万0.17%10,419 10,419— $117.95万 新建仓