PERSONAL CFO SOLUTIONS, LLC
CHESTER NJ · SEC CIK 0001677501
$7.12亿2026Q1 申报市值
520持仓数
32.5%前十大占比 · 第一大 8.8%
64 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PJAN 新建仓+$2,737.88万
BALT 新建仓+$1,841.50万
INNOVATOR ETFS T 新建仓+$1,611.84万
SHV 新建仓+$1,416.63万
BJAN 新建仓+$1,250.38万
2026Q1 卖出最多 按季末市值估算
IWM 减仓-$1,384.64万
FNCL 清仓-$904.80万
AZN 清仓-$185.19万
OMC 清仓-$136.92万
IGV 减仓-$128.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CNS | COHEN & STEERS INC | $22.50万 | 0.03% | 3,597 | -78 | -2.1% | -$4,879 | 减仓 |
| AS | AMER SPORTS INC | $22.54万 | 0.03% | 6,847 | 9 | 0.1% | $296 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $22.57万 | 0.03% | 5,711 | -206 | -3.5% | -$8,141 | 减仓 |
| IR | INGERSOLL RAND INC | $22.58万 | 0.03% | 2,818 | 176 | 6.7% | $1.41万 | 加仓 |
| MMSI | MERIT MED SYS INC | $22.68万 | 0.03% | 3,290 | 315 | 10.6% | $2.17万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $22.71万 | 0.03% | 3,164 | -381 | -10.7% | -$2.73万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $22.75万 | 0.03% | 6,282 | 6,282 | — | $22.75万 | 新建仓 |
| CCI | CROWN CASTLE INC | $22.77万 | 0.03% | 2,801 | 2,801 | — | $22.77万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $22.78万 | 0.03% | 20,199 | 1,176 | 6.2% | $1.33万 | 加仓 |
| CTAS | CINTAS CORP | $22.91万 | 0.03% | 1,354 | 1,354 | — | $22.91万 | 新建仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $22.95万 | 0.03% | 2,135 | 2,135 | — | $22.95万 | 新建仓 |
| EE | EXCELERATE ENERGY INC | $23.06万 | 0.03% | 6,899 | -330 | -4.6% | -$1.10万 | 减仓 |
| CHE | CHEMED CORP NEW | $23.43万 | 0.03% | 620 | 23 | 3.9% | $8,692 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $23.52万 | 0.03% | 1,851 | -56 | -2.9% | -$7,117 | 减仓 |
| SUSL | ISHARES TR | $23.90万 | 0.03% | 2,104 | 2,104 | — | $23.90万 | 新建仓 |
| ADSK | AUTODESK INC | $24.04万 | 0.03% | 1,004 | 39 | 4.0% | $9,337 | 加仓 |
| SNOW | SNOWFLAKE INC | $24.24万 | 0.03% | 1,607 | 30 | 1.9% | $4,525 | 加仓 |
| MSA | MSA SAFETY INC | $24.29万 | 0.03% | 1,482 | 7 | 0.5% | $1,147 | 加仓 |
| FUTU | FUTU HLDGS LTD | $24.32万 | 0.03% | 1,778 | 65 | 3.8% | $8,890 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.32万 | 0.03% | 1,546 | 190 | 14.0% | $2.99万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $24.33万 | 0.03% | 809 | 139 | 20.7% | $4.18万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $24.37万 | 0.03% | 3,934 | -111 | -2.7% | -$6,875 | 减仓 |
| ITRI | ITRON INC | $24.44万 | 0.03% | 2,727 | 208 | 8.3% | $1.86万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $24.44万 | 0.03% | 1,356 | -357 | -20.8% | -$6.44万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $24.48万 | 0.03% | 5,343 | 2,177 | 68.8% | $9.98万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $24.49万 | 0.03% | 1,238 | 1,238 | — | $24.49万 | 新建仓 |
| BC | BRUNSWICK CORP | $24.57万 | 0.03% | 3,377 | -371 | -9.9% | -$2.70万 | 减仓 |
| BAX | BAXTER INTL INC | $24.60万 | 0.03% | 14,637 | 112 | 0.8% | $1,883 | 加仓 |
| CTRE | CARETRUST REIT INC | $24.87万 | 0.03% | 6,713 | -386 | -5.4% | -$1.43万 | 减仓 |
| DTE | DTE ENERGY CO | $24.88万 | 0.03% | 1,688 | 45 | 2.7% | $6,633 | 加仓 |
| MELI | MERCADOLIBRE INC | $24.90万 | 0.03% | 144 | -291 | -66.9% | -$50.31万 | 减仓 |
| MTRN | MATERION CORP | $25.06万 | 0.04% | 1,733 | -92 | -5.0% | -$1.33万 | 减仓 |
| KMX | CARMAX INC | $25.11万 | 0.04% | 6,040 | -167 | -2.7% | -$6,944 | 减仓 |
| ROL | ROLLINS INC | $25.17万 | 0.04% | 4,713 | 1,116 | 31.0% | $5.96万 | 重新持有 |
| NUE | NUCOR CORP | $25.23万 | 0.04% | 1,487 | -1,729 | -53.8% | -$29.33万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.27万 | 0.04% | 3,465 | -227 | -6.1% | -$1.66万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $25.28万 | 0.04% | 1,154 | 140 | 13.8% | $3.07万 | 加仓 |
| RELX | RELX PLC | $25.32万 | 0.04% | 7,638 | 1,390 | 22.2% | $4.61万 | 加仓 |
| KWR | QUAKER HOUGHTON | $25.36万 | 0.04% | 2,042 | 472 | 30.1% | $5.86万 | 加仓 |
| EQIX | EQUINIX INC | $25.37万 | 0.04% | 259 | 259 | — | $25.37万 | 新建仓 |
| COR | CENCORA INC | $25.38万 | 0.04% | 808 | -1,021 | -55.8% | -$32.06万 | 减仓 |
| URA | GLOBAL X FDS | $25.73万 | 0.04% | 5,312 | 5,312 | — | $25.73万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.84万 | 0.04% | 1,899 | 7 | 0.4% | $953 | 加仓 |
| RMD | RESMED INC | $25.84万 | 0.04% | 1,151 | -44 | -3.7% | -$9,880 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $25.95万 | 0.04% | 11,878 | 89 | 0.8% | $1,945 | 加仓 |
| DXCM | DEXCOM INC | $26.03万 | 0.04% | 4,145 | -233 | -5.3% | -$1.46万 | 减仓 |
| IRM | IRON MTN INC DEL | $26.27万 | 0.04% | 2,550 | 22 | 0.9% | $2,266 | 加仓 |
| MUB | ISHARES TR | $26.29万 | 0.04% | 2,476 | 2,476 | — | $26.29万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $26.32万 | 0.04% | 1,642 | -32 | -1.9% | -$5,129 | 减仓 |
| GEF | GREIF INC | $26.39万 | 0.04% | 3,902 | 302 | 8.4% | $2.04万 | 加仓 |
| DBVT | DBV TECHNOLOGIES S A | $26.41万 | 0.04% | 12,643 | 12,643 | — | $26.41万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $26.44万 | 0.04% | 9,911 | -165 | -1.6% | -$4,402 | 减仓 |
| VSEC | VSE CORP | $26.44万 | 0.04% | 1,434 | 1,434 | — | $26.44万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $26.49万 | 0.04% | 2,939 | -88 | -2.9% | -$7,933 | 减仓 |
| CCL | CARNIVAL CORP | $26.54万 | 0.04% | 10,254 | 873 | 9.3% | $2.26万 | 加仓 |
| EFX | EQUIFAX INC | $26.56万 | 0.04% | 1,475 | 32 | 2.2% | $5,763 | 加仓 |
| PPG | PPG INDS INC | $26.57万 | 0.04% | 2,486 | -451 | -15.4% | -$4.82万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $26.61万 | 0.04% | 3,122 | 443 | 16.5% | $3.78万 | 加仓 |
| AAON | AAON INC | $26.95万 | 0.04% | 3,257 | -320 | -8.9% | -$2.65万 | 减仓 |
| RIO | RIO TINTO PLC | $27.03万 | 0.04% | 2,820 | 2,820 | — | $27.03万 | 新建仓 |
| INTA | INTAPP INC | $27.13万 | 0.04% | 10,559 | 858 | 8.8% | $2.20万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $27.13万 | 0.04% | 11,833 | 11,833 | — | $27.13万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $27.19万 | 0.04% | 1,983 | 38 | 2.0% | $5,210 | 加仓 |
| VNT | VONTIER CORPORATION | $27.29万 | 0.04% | 7,694 | 651 | 9.2% | $2.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $27.61万 | 0.04% | 649 | -456 | -41.3% | -$19.40万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $27.61万 | 0.04% | 4,605 | -87 | -1.9% | -$5,217 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $27.73万 | 0.04% | 859 | 859 | — | $27.73万 | 新建仓 |
| MOG/A | MOOG INC | $28.01万 | 0.04% | 957 | 78 | 8.9% | $2.28万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $28.25万 | 0.04% | 19,825 | 664 | 3.5% | $9,462 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $28.30万 | 0.04% | 5,527 | 5,527 | — | $28.30万 | 新建仓 |
| MUSA | MURPHY USA INC | $28.33万 | 0.04% | 574 | -24 | -4.0% | -$1.18万 | 减仓 |
| XSOE | WISDOMTREE TR | $28.37万 | 0.04% | 7,075 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $28.45万 | 0.04% | 2,619 | -224 | -7.9% | -$2.43万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $28.46万 | 0.04% | 8,606 | 1,843 | 27.3% | $6.09万 | 加仓 |
| ALC | ALCON AG | $28.54万 | 0.04% | 3,788 | -1,044 | -21.6% | -$7.87万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $28.69万 | 0.04% | 2,613 | 2,613 | — | $28.69万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.74万 | 0.04% | 4,449 | -5,573 | -55.6% | -$36.01万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $28.75万 | 0.04% | 5,762 | 5,762 | — | $28.75万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $28.78万 | 0.04% | 1,525 | 28 | 1.9% | $5,284 | 加仓 |
| ANET | ARISTA NETWORKS INC | $28.82万 | 0.04% | 2,347 | -82 | -3.4% | -$1.01万 | 减仓 |
| RPM | RPM INTL INC | $28.85万 | 0.04% | 2,902 | -42 | -1.4% | -$4,175 | 减仓 |
| SJNK | SPDR SERIES TRUST | $29.06万 | 0.04% | 11,632 | -1,844 | -13.7% | -$4.61万 | 减仓 |
| GMAB | GENMAB A/S | $29.15万 | 0.04% | 10,866 | 386 | 3.7% | $1.04万 | 加仓 |
| SHY | ISHARES TR | $29.21万 | 0.04% | 3,538 | 3,538 | — | $29.21万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $29.22万 | 0.04% | 2,055 | 2,055 | — | $29.22万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $29.23万 | 0.04% | 1,497 | -187 | -11.1% | -$3.65万 | 减仓 |
| OSK | OSHKOSH CORP | $29.32万 | 0.04% | 1,992 | 92 | 4.8% | $1.35万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $29.33万 | 0.04% | 4,724 | 4,724 | — | $29.33万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $29.34万 | 0.04% | 10,896 | -335 | -3.0% | -$9,022 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $29.45万 | 0.04% | 775 | 28 | 3.7% | $1.06万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $29.58万 | 0.04% | 3,642 | -106 | -2.8% | -$8,610 | 减仓 |
| PATK | PATRICK INDS INC | $29.70万 | 0.04% | 2,674 | -316 | -10.6% | -$3.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.76万 | 0.04% | 492 | -64 | -11.5% | -$3.87万 | 减仓 |
| LEN | LENNAR CORP | $29.81万 | 0.04% | 3,432 | -3,482 | -50.4% | -$30.24万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $29.96万 | 0.04% | 3,305 | -70 | -2.1% | -$6,346 | 减仓 |
| URI | UNITED RENTALS INC | $30.04万 | 0.04% | 412 | -14 | -3.3% | -$1.02万 | 减仓 |
| PHM | PULTE GROUP INC | $30.07万 | 0.04% | 2,551 | 234 | 10.1% | $2.76万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $30.09万 | 0.04% | 10,983 | 2,380 | 27.7% | $6.52万 | 加仓 |
| TSN | TYSON FOODS INC | $30.37万 | 0.04% | 4,739 | -535 | -10.1% | -$3.43万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $30.42万 | 0.04% | 19,352 | -20,100 | -50.9% | -$31.60万 | 减仓 |