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 |
|---|---|---|---|---|---|---|---|---|
| SEIC | SEI INVTS CO | $21.68万 | 0.03% | 2,472 | 2,472 | — | $21.68万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $21.75万 | 0.03% | 1,431 | 116 | 8.8% | $1.76万 | 重新持有 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $21.76万 | 0.03% | 5,653 | -58 | -1.0% | -$2,233 | 减仓 |
| EG | EVEREST GROUP LTD | $21.90万 | 0.03% | 613 | -2 | -0.3% | -$714 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $21.93万 | 0.03% | 21,926 | 259 | 1.2% | $2,590 | 加仓 |
| INTA | INTAPP INC | $21.99万 | 0.03% | 8,722 | -1,837 | -17.4% | -$4.63万 | 减仓 |
| SSL | SASOL LTD | $22.08万 | 0.03% | 22,481 | 22,481 | — | $22.08万 | 新建仓 |
| IRMD | IRADIMED CORP | $22.09万 | 0.03% | 2,311 | 2,311 | — | $22.09万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $22.18万 | 0.03% | 1,941 | -114 | -5.5% | -$1.30万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $22.19万 | 0.03% | 4,062 | 576 | 16.5% | $3.15万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $22.25万 | 0.03% | 702 | 16 | 2.3% | $5,070 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $22.32万 | 0.03% | 6,564 | -16 | -0.2% | -$544 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $22.36万 | 0.03% | 3,440 | 165 | 5.0% | $1.07万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $22.49万 | 0.03% | 682 | 111 | 19.4% | $3.66万 | 重新持有 |
| SNY | SANOFI SA | $22.64万 | 0.03% | 5,306 | -4,262 | -44.5% | -$18.18万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $22.70万 | 0.03% | 7,864 | 7,864 | — | $22.70万 | 新建仓 |
| HSTM | HEALTHSTREAM INC | $22.80万 | 0.03% | 8,366 | 8,366 | — | $22.80万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $22.80万 | 0.03% | 1,850 | -1 | -0.1% | -$123 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $22.86万 | 0.03% | 1,301 | 63 | 5.1% | $1.11万 | 加仓 |
| VEON | VEON LTD | $23.00万 | 0.03% | 4,405 | -284 | -6.1% | -$1.48万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $23.05万 | 0.03% | 2,540 | 2,540 | — | $23.05万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $23.20万 | 0.03% | 1,706 | 1,706 | — | $23.20万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $23.35万 | 0.03% | 2,752 | 2,752 | — | $23.35万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $23.37万 | 0.03% | 830 | 21 | 2.6% | $5,914 | 加仓 |
| ATEN | A10 NETWORKS INC | $23.47万 | 0.03% | 6,282 | 6,282 | — | $23.47万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $23.61万 | 0.03% | 2,990 | -174 | -5.5% | -$1.37万 | 减仓 |
| STT | STATE STR CORP | $23.73万 | 0.03% | 1,399 | 1,399 | — | $23.73万 | 新建仓 |
| ITRI | ITRON INC | $23.74万 | 0.03% | 2,744 | 17 | 0.6% | $1,471 | 加仓 |
| ENTG | ENTEGRIS INC | $23.77万 | 0.03% | 1,322 | 1,322 | — | $23.77万 | 新建仓 |
| EQNR | EQUINOR ASA | $23.88万 | 0.03% | 7,605 | 7,605 | — | $23.88万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $23.89万 | 0.03% | 628 | 628 | — | $23.89万 | 新建仓 |
| ALG | ALAMO GROUP INC | $23.94万 | 0.03% | 1,456 | 1,456 | — | $23.94万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $23.95万 | 0.03% | 3,455 | 165 | 5.0% | $1.14万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $24.17万 | 0.03% | 1,837 | -62 | -3.3% | -$8,158 | 减仓 |
| MTZ | MASTEC INC | $24.17万 | 0.03% | 581 | 581 | — | $24.17万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $24.31万 | 0.04% | 17,180 | 17,180 | — | $24.31万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $24.32万 | 0.04% | 1,192 | 1,192 | — | $24.32万 | 新建仓 |
| HUM | HUMANA INC | $24.36万 | 0.04% | 612 | 612 | — | $24.36万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $24.39万 | 0.04% | 11,370 | 26 | 0.2% | $558 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $24.40万 | 0.04% | 3,247 | 3,247 | — | $24.40万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $24.52万 | 0.04% | 4,319 | -317 | -6.8% | -$1.80万 | 重新持有 |
| ALC | ALCON AG | $24.65万 | 0.04% | 3,673 | -115 | -3.0% | -$7,717 | 减仓 |
| SAN | BANCO SANTANDER SA | $24.78万 | 0.04% | 17,958 | -2,241 | -11.1% | -$3.09万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $24.92万 | 0.04% | 2,636 | 2,636 | — | $24.92万 | 新建仓 |
| IR | INGERSOLL RAND INC | $25.00万 | 0.04% | 3,049 | 231 | 8.2% | $1.89万 | 加仓 |
| DTE | DTE ENERGY CO | $25.13万 | 0.04% | 1,636 | -52 | -3.1% | -$7,986 | 减仓 |
| E | ENI SPA | $25.13万 | 0.04% | 5,363 | 5,363 | — | $25.13万 | 新建仓 |
| AS | AMER SPORTS INC | $25.25万 | 0.04% | 7,463 | 616 | 9.0% | $2.08万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $25.27万 | 0.04% | 2,121 | -14 | -0.7% | -$1,668 | 减仓 |
| BF/B | BROWN FORMAN CORP | $25.37万 | 0.04% | 9,438 | -473 | -4.8% | -$1.27万 | 减仓 |
| EFX | EQUIFAX INC | $25.39万 | 0.04% | 1,600 | 125 | 8.5% | $1.98万 | 加仓 |
| FLEX | FLEX LTD | $25.64万 | 0.04% | 1,582 | 1,582 | — | $25.64万 | 新建仓 |
| AZZ | AZZ INC | $25.80万 | 0.04% | 1,664 | -10 | -0.6% | -$1,550 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $25.90万 | 0.04% | 2,189 | 389 | 21.6% | $4.60万 | 加仓 |
| PATK | PATRICK INDS INC | $25.94万 | 0.04% | 2,889 | 215 | 8.0% | $1.93万 | 加仓 |
| AA | ALCOA CORP | $26.04万 | 0.04% | 4,995 | 332 | 7.1% | $1.73万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $26.08万 | 0.04% | 3,994 | 60 | 1.5% | $3,918 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $26.09万 | 0.04% | 51,980 | 51,980 | — | $26.09万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $26.13万 | 0.04% | 1,455 | 99 | 7.3% | $1.78万 | 加仓 |
| TILE | INTERFACE INC | $26.17万 | 0.04% | 7,303 | 7,303 | — | $26.17万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $26.26万 | 0.04% | 3,028 | 6 | 0.2% | $520 | 加仓 |
| GEN | GEN DIGITAL INC | $26.29万 | 0.04% | 10,564 | -195 | -1.8% | -$4,854 | 减仓 |
| PRDO | PERDOCEO ED CORP | $26.60万 | 0.04% | 8,311 | 92 | 1.1% | $2,944 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $26.67万 | 0.04% | 3,350 | -115 | -3.3% | -$9,156 | 减仓 |
| AVA | AVISTA CORP | $26.84万 | 0.04% | 6,561 | -1,506 | -18.7% | -$6.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $26.92万 | 0.04% | 528 | 36 | 7.3% | $1.84万 | 加仓 |
| SKM | SK TELECOM CO LTD | $26.94万 | 0.04% | 8,378 | 8,378 | — | $26.94万 | 新建仓 |
| RIO | RIO TINTO PLC | $26.96万 | 0.04% | 2,839 | 19 | 0.7% | $1,804 | 加仓 |
| TER | TERADYNE INC | $27.07万 | 0.04% | 560 | 560 | — | $27.07万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $27.13万 | 0.04% | 2,975 | 362 | 13.9% | $3.30万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $27.31万 | 0.04% | 732 | -127 | -14.8% | -$4.74万 | 减仓 |
| CNS | COHEN & STEERS INC | $27.36万 | 0.04% | 3,593 | -4 | -0.1% | -$305 | 减仓 |
| ZTS | ZOETIS INC | $27.42万 | 0.04% | 3,816 | -6,133 | -61.6% | -$44.07万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $27.56万 | 0.04% | 24,718 | 24,718 | — | $27.56万 | 新建仓 |
| PHM | PULTE GROUP INC | $27.61万 | 0.04% | 2,008 | -543 | -21.3% | -$7.47万 | 减仓 |
| MET | METLIFE INC | $27.64万 | 0.04% | 3,267 | 149 | 4.8% | $1.26万 | 加仓 |
| CCJ | CAMECO CORP | $27.75万 | 0.04% | 2,724 | 105 | 4.0% | $1.07万 | 加仓 |
| BE | BLOOM ENERGY CORP | $27.76万 | 0.04% | 917 | 917 | — | $27.76万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $27.94万 | 0.04% | 6,857 | 144 | 2.1% | $5,867 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $27.95万 | 0.04% | 1,403 | 7 | 0.5% | $1,395 | 加仓 |
| THC | TENET HEALTHCARE CORP | $28.01万 | 0.04% | 1,497 | -28 | -1.8% | -$5,238 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $28.01万 | 0.04% | 1,219 | -13 | -1.1% | -$2,987 | 减仓 |
| KFRC | KFORCE INC | $28.14万 | 0.04% | 5,997 | 5,997 | — | $28.14万 | 新建仓 |
| TSN | TYSON FOODS INC | $28.29万 | 0.04% | 4,941 | 202 | 4.3% | $1.16万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $28.40万 | 0.04% | 3,290 | -15 | -0.5% | -$1,295 | 减仓 |
| NUE | NUCOR CORP | $28.47万 | 0.04% | 1,275 | -212 | -14.3% | -$4.73万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $28.48万 | 0.04% | 17,738 | 17,738 | — | $28.48万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $28.57万 | 0.04% | 1,341 | 187 | 16.2% | $3.98万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $28.57万 | 0.04% | 1,849 | -134 | -6.8% | -$2.07万 | 减仓 |
| BC | BRUNSWICK CORP | $28.71万 | 0.04% | 3,408 | 31 | 0.9% | $2,611 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $28.82万 | 0.04% | 12,472 | 594 | 5.0% | $1.37万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $28.84万 | 0.04% | 1,394 | -248 | -15.1% | -$5.13万 | 减仓 |
| TLN | TALEN ENERGY CORP | $29.05万 | 0.04% | 756 | 756 | — | $29.05万 | 新建仓 |
| CMI | CUMMINS INC | $29.28万 | 0.04% | 411 | 4 | 1.0% | $2,850 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $29.44万 | 0.04% | 2,117 | -13 | -0.6% | -$1,808 | 减仓 |
| GEF | GREIF INC | $29.49万 | 0.04% | 3,926 | 24 | 0.6% | $1,803 | 加仓 |
| CHE | CHEMED CORP NEW | $29.87万 | 0.04% | 641 | 21 | 3.4% | $9,786 | 加仓 |
| ATI | ATI INC | $29.88万 | 0.04% | 1,516 | 1,516 | — | $29.88万 | 新建仓 |
| IRM | IRON MTN INC DEL | $30.01万 | 0.04% | 2,360 | -190 | -7.5% | -$2.42万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $30.03万 | 0.04% | 10,510 | 10,510 | — | $30.03万 | 新建仓 |