PERSONAL CFO SOLUTIONS, LLC
CHESTER NJ · SEC CIK 0001677501
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -593,514 | -100.0% | -$2,737.88万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -540,694 | -100.0% | -$1,611.84万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -128,329 | -100.0% | -$1,416.63万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -234,460 | -100.0% | -$1,250.38万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -301,625 | -100.0% | -$847.13万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -269,799 | -100.0% | -$843.93万 | 清仓 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -157,211 | -100.0% | -$839.04万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -170,652 | -100.0% | -$523.56万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -27,189 | -100.0% | -$461.29万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -74,162 | -100.0% | -$251.63万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -17,667 | -100.0% | -$199.83万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,977 | -100.0% | -$163.78万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -7,672 | -100.0% | -$147.15万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -5,796 | -100.0% | -$122.39万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -3,310 | -100.0% | -$82.09万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,651 | -100.0% | -$73.73万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,733 | -100.0% | -$71.65万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -6,997 | -100.0% | -$61.69万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -10,043 | -100.0% | -$59.59万 | 清仓 |
| — | APTIV PLC | $0 | 0.00% | 0 | -7,737 | -100.0% | -$53.73万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -7,165 | -100.0% | -$53.28万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -6,604 | -100.0% | -$46.06万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -5,116 | -100.0% | -$44.35万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -3,653 | -100.0% | -$41.34万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,294 | -100.0% | -$41.33万 | 清仓 |
| UITB | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -8,781 | -100.0% | -$41.29万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -8,512 | -100.0% | -$40.01万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD | $0 | 0.00% | 0 | -24,587 | -100.0% | -$37.79万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -6,513 | -100.0% | -$37.64万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -16,459 | -100.0% | -$37.21万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -28,400 | -100.0% | -$35.87万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -3,557 | -100.0% | -$35.79万 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -8,995 | -100.0% | -$35.69万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,519 | -100.0% | -$34.74万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -4,195 | -100.0% | -$33.58万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2,236 | -100.0% | -$31.85万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -37,199 | -100.0% | -$31.21万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,939 | -100.0% | -$30.99万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,724 | -100.0% | -$29.33万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -10,866 | -100.0% | -$29.15万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,762 | -100.0% | -$28.75万 | 清仓 |
| KEP | KOREA ELEC PWR CORP | $0 | 0.00% | 0 | -19,825 | -100.0% | -$28.25万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -649 | -100.0% | -$27.61万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -7,694 | -100.0% | -$27.29万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -10,254 | -100.0% | -$26.54万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,476 | -100.0% | -$26.29万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -4,145 | -100.0% | -$26.03万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,151 | -100.0% | -$25.84万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -5,312 | -100.0% | -$25.73万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -4,713 | -100.0% | -$25.17万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -144 | -100.0% | -$24.90万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,546 | -100.0% | -$24.32万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -1,778 | -100.0% | -$24.32万 | 清仓 |
| SUSL | ISHARES TR | $0 | 0.00% | 0 | -2,104 | -100.0% | -$23.90万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,282 | -100.0% | -$22.75万 | 清仓 |
| LKFN | LAKELAND FINL CORP | $0 | 0.00% | 0 | -3,859 | -100.0% | -$22.15万 | 清仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $0 | 0.00% | 0 | -30,516 | -100.0% | -$22.09万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,218 | -100.0% | -$22.03万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,186 | -100.0% | -$21.84万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,217 | -100.0% | -$21.56万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -293 | -100.0% | -$21.40万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$21.16万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$20.93万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -6,209 | -100.0% | -$20.63万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -4,844 | -100.0% | -$20.62万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,554 | -100.0% | -$20.60万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -6,042 | -100.0% | -$20.26万 | 清仓 |
| FSV | FIRSTSERVICE CORP NEW | $0 | 0.00% | 0 | -1,445 | -100.0% | -$20.11万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,528 | -100.0% | -$20.11万 | 清仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $0 | 0.00% | 0 | -11,706 | -100.0% | -$13.64万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -11,944 | -100.0% | -$3.02万 | 清仓 |
| HLN | HALEON PLC | $15.33万 | 0.02% | 16,434 | 761 | 4.9% | $7,100 | 加仓 |
| VTRS | VIATRIS INC | $17.71万 | 0.03% | 11,151 | -2,503 | -18.3% | -$3.97万 | 减仓 |
| QXO | QXO INC | $18.87万 | 0.03% | 10,921 | 10,921 | — | $18.87万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $19.03万 | 0.03% | 10,794 | -3,177 | -22.7% | -$5.60万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $20.04万 | 0.03% | 234 | 234 | — | $20.04万 | 新建仓 |
| TFC | TRUIST FINL CORP | $20.12万 | 0.03% | 4,039 | 4,039 | — | $20.12万 | 新建仓 |
| ROST | ROSS STORES INC | $20.16万 | 0.03% | 947 | 947 | — | $20.16万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $20.32万 | 0.03% | 26,172 | -40 | -0.2% | -$311 | 减仓 |
| SNA | SNAP ON INC | $20.33万 | 0.03% | 505 | -158 | -23.8% | -$6.36万 | 重新持有 |
| CASY | CASEYS GEN STORES INC | $20.43万 | 0.03% | 257 | 257 | — | $20.43万 | 新建仓 |
| NVR | NVR INC | $20.44万 | 0.03% | 30 | 30 | — | $20.44万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $20.55万 | 0.03% | 2,373 | -9 | -0.4% | -$779 | 减仓 |
| FAST | FASTENAL CO | $20.72万 | 0.03% | 4,313 | 4,313 | — | $20.72万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $20.78万 | 0.03% | 4,121 | -145 | -3.4% | -$7,311 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $20.86万 | 0.03% | 2,531 | -4,612 | -64.6% | -$38.00万 | 重新持有 |
| OXY | OCCIDENTAL PETE CORP | $21.06万 | 0.03% | 4,317 | 4,317 | — | $21.06万 | 新建仓 |
| NTRA | NATERA INC | $21.09万 | 0.03% | 777 | 777 | — | $21.09万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.11万 | 0.03% | 546 | 546 | — | $21.11万 | 新建仓 |
| ING | ING GROEP N.V. | $21.14万 | 0.03% | 6,738 | 6,738 | — | $21.14万 | 新建仓 |
| DBVT | DBV TECHNOLOGIES S A | $21.22万 | 0.03% | 12,940 | 297 | 2.3% | $4,871 | 加仓 |
| RELX | RELX PLC | $21.24万 | 0.03% | 6,707 | -931 | -12.2% | -$2.95万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $21.27万 | 0.03% | 1,430 | 258 | 22.0% | $3.84万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $21.36万 | 0.03% | 763 | -12 | -1.5% | -$3,359 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.46万 | 0.03% | 789 | -43 | -5.2% | -$1.17万 | 减仓 |
| CCI | CROWN CASTLE INC | $21.54万 | 0.03% | 2,844 | 43 | 1.5% | $3,257 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $21.55万 | 0.03% | 1,940 | 1,940 | — | $21.55万 | 新建仓 |
| CTAS | CINTAS CORP | $21.56万 | 0.03% | 1,267 | -87 | -6.4% | -$1.48万 | 减仓 |
| PAYX | PAYCHEX INC | $21.58万 | 0.03% | 2,194 | 2,194 | — | $21.58万 | 新建仓 |
| IWS | ISHARES TR | $21.58万 | 0.03% | 1,311 | 1,311 | — | $21.58万 | 新建仓 |