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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $30.18万 | 0.04% | 218 | -39 | -15.2% | -$5.40万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $30.27万 | 0.04% | 1,369 | 1,369 | — | $30.27万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $30.42万 | 0.04% | 1,724 | -105 | -5.7% | -$1.85万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $30.54万 | 0.04% | 22,384 | 591 | 2.7% | $8,064 | 加仓 |
| KMX | CARMAX INC | $30.61万 | 0.04% | 5,787 | -253 | -4.2% | -$1.34万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $30.63万 | 0.04% | 8,033 | 183 | 2.3% | $6,978 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $30.64万 | 0.04% | 11,861 | 134 | 1.1% | $3,461 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.69万 | 0.04% | 1,360 | 267 | 24.4% | $6.03万 | 加仓 |
| NE | NOBLE CORP PLC | $30.71万 | 0.04% | 8,233 | -1,949 | -19.1% | -$7.27万 | 减仓 |
| PPG | PPG INDS INC | $30.90万 | 0.04% | 2,547 | 61 | 2.5% | $7,400 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $30.99万 | 0.04% | 11,397 | 414 | 3.8% | $1.13万 | 加仓 |
| RPM | RPM INTL INC | $31.06万 | 0.04% | 2,794 | -108 | -3.7% | -$1.20万 | 减仓 |
| TTE | TOTALENERGIES SE | $31.07万 | 0.04% | 3,946 | -281 | -6.6% | -$2.21万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.16万 | 0.05% | 905 | 278 | 44.3% | $9.57万 | 加仓 |
| LQD | ISHARES TR | $31.32万 | 0.05% | 2,872 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $31.33万 | 0.05% | 4,183 | 4,183 | — | $31.33万 | 新建仓 |
| WCC | WESCO INTL INC | $31.33万 | 0.05% | 907 | -541 | -37.4% | -$18.69万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $31.33万 | 0.05% | 5,982 | -564 | -8.6% | -$2.95万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $31.34万 | 0.05% | 10,978 | 82 | 0.8% | $2,341 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $31.34万 | 0.05% | 3,419 | 297 | 9.5% | $2.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $31.36万 | 0.05% | 436 | 436 | — | $31.36万 | 新建仓 |
| BAX | BAXTER INTL INC | $31.56万 | 0.05% | 14,795 | 158 | 1.1% | $3,370 | 加仓 |
| MUSA | MURPHY USA INC | $31.72万 | 0.05% | 589 | 15 | 2.6% | $8,078 | 加仓 |
| MSA | MSA SAFETY INC | $31.76万 | 0.05% | 1,819 | 337 | 22.7% | $5.88万 | 加仓 |
| PPL | PPL CORP | $31.88万 | 0.05% | 8,659 | -4,736 | -35.4% | -$17.44万 | 减仓 |
| MTDR | MATADOR RES CO | $31.94万 | 0.05% | 6,417 | -67 | -1.0% | -$3,335 | 减仓 |
| ESLT | ELBIT SYS LTD | $32.06万 | 0.05% | 422 | 9 | 2.2% | $6,838 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $32.30万 | 0.05% | 4,609 | 4 | 0.1% | $280 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.35万 | 0.05% | 1,086 | 1,086 | — | $32.35万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $32.41万 | 0.05% | 2,040 | -2 | -0.1% | -$318 | 减仓 |
| OSK | OSHKOSH CORP | $32.42万 | 0.05% | 2,112 | 120 | 6.0% | $1.84万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $32.74万 | 0.05% | 13,079 | 1,447 | 12.4% | $3.62万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $32.90万 | 0.05% | 12,749 | 916 | 7.7% | $2.36万 | 加仓 |
| WMB | WILLIAMS COS INC | $33.23万 | 0.05% | 4,470 | 61 | 1.4% | $4,535 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $33.26万 | 0.05% | 2,925 | -14 | -0.5% | -$1,592 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $33.26万 | 0.05% | 2,961 | 167 | 6.0% | $1.88万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $34.17万 | 0.05% | 8,368 | -238 | -2.8% | -$9,720 | 减仓 |
| EE | EXCELERATE ENERGY INC | $34.20万 | 0.05% | 9,002 | 2,103 | 30.5% | $7.99万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $34.23万 | 0.05% | 2,262 | 296 | 15.1% | $4.48万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $34.24万 | 0.05% | 34,548 | -397 | -1.1% | -$3,934 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $34.26万 | 0.05% | 5,882 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $34.27万 | 0.05% | 6,968 | -107 | -1.5% | -$5,262 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $34.28万 | 0.05% | 28,566 | 322 | 1.1% | $3,864 | 加仓 |
| SYK | STRYKER CORPORATION | $34.33万 | 0.05% | 1,087 | 1,087 | — | $34.33万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $34.38万 | 0.05% | 7,619 | 7,619 | — | $34.38万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $34.41万 | 0.05% | 4,086 | 444 | 12.2% | $3.74万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $34.66万 | 0.05% | 3,832 | 3,832 | — | $34.66万 | 新建仓 |
| CLX | CLOROX CO DEL | $34.69万 | 0.05% | 3,634 | -227 | -5.9% | -$2.17万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $34.80万 | 0.05% | 9,763 | 1,124 | 13.0% | $4.01万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $34.85万 | 0.05% | 26,024 | 9,698 | 59.4% | $12.99万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $34.92万 | 0.05% | 2,138 | 239 | 12.6% | $3.90万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $35.00万 | 0.05% | 13,365 | -7,314 | -35.4% | -$19.15万 | 减仓 |
| SAP | SAP SE | $35.06万 | 0.05% | 2,275 | -2,445 | -51.8% | -$37.68万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $35.16万 | 0.05% | 2,783 | -1,935 | -41.0% | -$24.45万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $35.36万 | 0.05% | 1,617 | 3 | 0.2% | $656 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $35.55万 | 0.05% | 4,244 | -1,283 | -23.2% | -$10.75万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $35.74万 | 0.05% | 5,815 | -461 | -7.3% | -$2.83万 | 减仓 |
| DOV | DOVER CORP | $35.82万 | 0.05% | 1,597 | 34 | 2.2% | $7,627 | 加仓 |
| FISV | FISERV INC | $35.87万 | 0.05% | 7,312 | 1,363 | 22.9% | $6.69万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $36.00万 | 0.05% | 2,179 | 114 | 5.5% | $1.88万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $36.01万 | 0.05% | 26,755 | 7,403 | 38.3% | $9.96万 | 加仓 |
| LEN | LENNAR CORP | $36.06万 | 0.05% | 3,985 | 553 | 16.1% | $5.00万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $36.15万 | 0.05% | 1,913 | 78 | 4.3% | $1.47万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $36.38万 | 0.05% | 3,269 | -346 | -9.6% | -$3.85万 | 减仓 |
| MORN | MORNINGSTAR INC | $36.59万 | 0.05% | 2,345 | 505 | 27.4% | $7.88万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $36.67万 | 0.05% | 3,821 | 53 | 1.4% | $5,086 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $36.75万 | 0.05% | 1,386 | -248 | -15.2% | -$6.58万 | 减仓 |
| EQIX | EQUINIX INC | $37.45万 | 0.05% | 359 | 100 | 38.6% | $10.43万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $37.77万 | 0.05% | 2,192 | -1,376 | -38.6% | -$23.71万 | 减仓 |
| APG | API GROUP CORP | $37.79万 | 0.05% | 8,923 | 499 | 5.9% | $2.11万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $37.91万 | 0.05% | 5,519 | -1,240 | -18.3% | -$8.52万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.93万 | 0.05% | 1,563 | 416 | 36.3% | $10.09万 | 加仓 |
| FN | FABRINET | $38.42万 | 0.06% | 684 | 38 | 5.9% | $2.13万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $38.43万 | 0.06% | 1,441 | 1,441 | — | $38.43万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $38.47万 | 0.06% | 1,206 | 15 | 1.3% | $4,785 | 加仓 |
| GFI | GOLD FIELDS LTD | $38.54万 | 0.06% | 11,474 | 76 | 0.7% | $2,553 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $38.56万 | 0.06% | 16,195 | 16,195 | — | $38.56万 | 新建仓 |
| MOG/A | MOOG INC | $38.83万 | 0.06% | 916 | -41 | -4.3% | -$1.74万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.96万 | 0.06% | 2,721 | 63 | 2.4% | $9,020 | 加仓 |
| CWB | SPDR SERIES TRUST | $39.03万 | 0.06% | 3,620 | -28 | -0.8% | -$3,019 | 减仓 |
| SNOW | SNOWFLAKE INC | $39.37万 | 0.06% | 1,547 | -60 | -3.7% | -$1.53万 | 减仓 |
| HAS | HASBRO INC | $39.43万 | 0.06% | 4,774 | 144 | 3.1% | $1.19万 | 加仓 |
| EXEL | EXELIXIS INC | $39.46万 | 0.06% | 7,252 | 7,252 | — | $39.46万 | 新建仓 |
| TIP | ISHARES TR | $39.88万 | 0.06% | 3,644 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $39.93万 | 0.06% | 2,517 | 89 | 3.7% | $1.41万 | 加仓 |
| CME | CME GROUP INC | $39.95万 | 0.06% | 1,809 | 7 | 0.4% | $1,546 | 加仓 |
| IWB | ISHARES TR | $39.97万 | 0.06% | 976 | -182 | -15.7% | -$7.45万 | 减仓 |
| AAON | AAON INC | $40.09万 | 0.06% | 3,160 | -97 | -3.0% | -$1.23万 | 减仓 |
| FTI | TECHNIPFMC PLC | $40.37万 | 0.06% | 6,089 | 497 | 8.9% | $3.30万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $40.38万 | 0.06% | 5,582 | -8 | -0.1% | -$579 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $40.40万 | 0.06% | 4,430 | -19 | -0.4% | -$1,733 | 减仓 |
| FDX | FEDEX CORP | $40.51万 | 0.06% | 1,287 | -94 | -6.8% | -$2.96万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $40.61万 | 0.06% | 3,778 | -211 | -5.3% | -$2.27万 | 减仓 |
| HON | HONEYWELL INTL INC | $40.64万 | 0.06% | 1,750 | -1,334 | -43.3% | -$30.98万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $40.89万 | 0.06% | 1,090 | -51 | -4.5% | -$1.91万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $41.04万 | 0.06% | 12,127 | 3,686 | 43.7% | $12.47万 | 重新持有 |
| FTNT | FORTINET INC | $41.13万 | 0.06% | 2,678 | 8 | 0.3% | $1,229 | 加仓 |
| ENSG | ENSIGN GROUP INC | $41.24万 | 0.06% | 2,571 | -102 | -3.8% | -$1.64万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $41.25万 | 0.06% | 5,534 | -159 | -2.8% | -$1.19万 | 减仓 |
| MFC | MANULIFE FINL CORP | $41.25万 | 0.06% | 10,184 | 1,243 | 13.9% | $5.04万 | 加仓 |