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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $43.78万 | 0.06% | 5,320 | 896 | 20.3% | $7.37万 | 加仓 |
| NET | CLOUDFLARE INC | $43.93万 | 0.06% | 2,129 | -6 | -0.3% | -$1,238 | 减仓 |
| JBL | JABIL INC | $43.99万 | 0.06% | 1,656 | -153 | -8.5% | -$4.06万 | 减仓 |
| TLT | ISHARES TR | $44.35万 | 0.06% | 5,116 | -1,020 | -16.6% | -$8.84万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $44.92万 | 0.06% | 742 | -66 | -8.2% | -$4.00万 | 减仓 |
| WM | WASTE MGMT INC DEL | $45.77万 | 0.06% | 1,992 | -53 | -2.6% | -$1.22万 | 减仓 |
| IEMG | ISHARES INC | $46.06万 | 0.06% | 6,604 | 6,604 | — | $46.06万 | 新建仓 |
| SNY | SANOFI SA | $46.10万 | 0.06% | 9,568 | 1,796 | 23.1% | $8.65万 | 加仓 |
| TGT | TARGET CORP | $46.51万 | 0.07% | 3,838 | -4,057 | -51.4% | -$49.17万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $47.44万 | 0.07% | 3,612 | 182 | 5.3% | $2.39万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $47.53万 | 0.07% | 1,563 | 186 | 13.5% | $5.66万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $47.72万 | 0.07% | 253 | 32 | 14.5% | $6.04万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $48.46万 | 0.07% | 1,934 | -416 | -17.7% | -$10.42万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $49.25万 | 0.07% | 2,489 | -64 | -2.5% | -$1.27万 | 减仓 |
| ENB | ENBRIDGE INC | $49.31万 | 0.07% | 9,107 | -1,993 | -18.0% | -$10.79万 | 减仓 |
| FDX | FEDEX CORP | $49.37万 | 0.07% | 1,381 | 224 | 19.4% | $8.01万 | 加仓 |
| VMI | VALMONT INDS INC | $49.75万 | 0.07% | 1,243 | -143 | -10.3% | -$5.72万 | 减仓 |
| NE | NOBLE CORP PLC | $49.96万 | 0.07% | 10,182 | -572 | -5.3% | -$2.81万 | 减仓 |
| EOG | EOG RES INC | $49.97万 | 0.07% | 3,456 | -3,461 | -50.0% | -$50.04万 | 减仓 |
| XYL | XYLEM INC | $50.33万 | 0.07% | 4,212 | -41 | -1.0% | -$4,899 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $50.48万 | 0.07% | 14,006 | 563 | 4.2% | $2.03万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $50.58万 | 0.07% | 859 | 60 | 7.5% | $3.53万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $50.94万 | 0.07% | 6,759 | 290 | 4.5% | $2.19万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $51.22万 | 0.07% | 7,498 | -29 | -0.4% | -$1,981 | 减仓 |
| PPL | PPL CORP | $51.55万 | 0.07% | 13,395 | 764 | 6.0% | $2.94万 | 加仓 |
| GFI | GOLD FIELDS LTD | $51.75万 | 0.07% | 11,398 | 341 | 3.1% | $1.55万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $52.08万 | 0.07% | 7,188 | -394 | -5.2% | -$2.85万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $52.25万 | 0.07% | 3,809 | 1,812 | 90.7% | $24.85万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $53.16万 | 0.07% | 1,822 | 32 | 1.8% | $9,336 | 加仓 |
| CME | CME GROUP INC | $53.23万 | 0.07% | 1,802 | 107 | 6.3% | $3.16万 | 加仓 |
| EFV | ISHARES TR | $53.28万 | 0.07% | 7,165 | 7,165 | — | $53.28万 | 新建仓 |
| CNC | CENTENE CORP DEL | $53.35万 | 0.07% | 16,296 | 10,861 | 199.8% | $35.56万 | 加仓 |
| — | APTIV PLC | $53.73万 | 0.08% | 7,737 | 7,737 | — | $53.73万 | 新建仓 |
| ABNB | AIRBNB INC | $53.87万 | 0.08% | 4,266 | -28 | -0.7% | -$3,536 | 减仓 |
| ENSG | ENSIGN GROUP INC | $53.89万 | 0.08% | 2,673 | -82 | -3.0% | -$1.65万 | 减仓 |
| GIS | GENERAL MILLS INC | $53.97万 | 0.08% | 14,500 | 2,154 | 17.4% | $8.02万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $54.37万 | 0.08% | 2,510 | 271 | 12.1% | $5.87万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.67万 | 0.08% | 2,627 | 32 | 1.2% | $6,659 | 加仓 |
| ABT | ABBOTT LABORATORIES | $54.67万 | 0.08% | 5,325 | -6,521 | -55.0% | -$66.95万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $54.75万 | 0.08% | 9,314 | 1,610 | 20.9% | $9.46万 | 加仓 |
| SHEL | SHELL PLC | $55.15万 | 0.08% | 5,930 | 707 | 13.5% | $6.58万 | 加仓 |
| TPR | TAPESTRY INC | $55.33万 | 0.08% | 3,921 | 1,460 | 59.3% | $20.60万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $55.38万 | 0.08% | 4,669 | 173 | 3.8% | $2.05万 | 加仓 |
| ADBE | ADOBE INC | $56.37万 | 0.08% | 2,319 | -1,766 | -43.2% | -$42.93万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $56.49万 | 0.08% | 10,548 | 10,548 | — | $56.49万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $56.61万 | 0.08% | 1,301 | 576 | 79.4% | $25.06万 | 加仓 |
| XEL | XCEL ENERGY INC | $56.68万 | 0.08% | 7,082 | 542 | 8.3% | $4.34万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $56.71万 | 0.08% | 4,326 | 775 | 21.8% | $10.16万 | 加仓 |
| NEM | NEWMONT CORP | $57.66万 | 0.08% | 5,327 | -1,066 | -16.7% | -$11.54万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $58.06万 | 0.08% | 3,574 | -1,286 | -26.5% | -$20.89万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $58.48万 | 0.08% | 5,092 | -462 | -8.3% | -$5.31万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $59.56万 | 0.08% | 12,634 | 12,634 | — | $59.56万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $59.56万 | 0.08% | 20,679 | 1,023 | 5.2% | $2.95万 | 加仓 |
| EMBJ | EMBRAER S.A. | $59.59万 | 0.08% | 10,043 | 405 | 4.2% | $2.40万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $59.94万 | 0.08% | 119,159 | 99,543 | 507.5% | $50.07万 | 加仓 |
| ECL | ECOLAB INC | $60.48万 | 0.08% | 2,267 | 72 | 3.3% | $1.92万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $60.51万 | 0.08% | 3,087 | 24 | 0.8% | $4,704 | 加仓 |
| HPQ | HP INC | $60.59万 | 0.09% | 31,056 | 10,628 | 52.0% | $20.73万 | 加仓 |
| SXI | STANDEX INTL CORP | $60.59万 | 0.09% | 2,377 | 54 | 2.3% | $1.38万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $60.74万 | 0.09% | 27,277 | 18,985 | 229.0% | $42.28万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $60.84万 | 0.09% | 31,427 | -2,154 | -6.4% | -$4.17万 | 减仓 |
| NKE | NIKE INC | $61.20万 | 0.09% | 11,486 | -8,430 | -42.3% | -$44.92万 | 减仓 |
| PGR | PROGRESSIVE CORP | $61.56万 | 0.09% | 3,105 | -95 | -3.0% | -$1.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $61.69万 | 0.09% | 6,997 | 6,997 | — | $61.69万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $61.74万 | 0.09% | 10,893 | -810 | -6.9% | -$4.59万 | 减仓 |
| PEP | PEPSICO INC | $63.34万 | 0.09% | 4,079 | -184 | -4.3% | -$2.86万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $63.78万 | 0.09% | 6,594 | 1,004 | 18.0% | $9.71万 | 加仓 |
| EME | EMCOR GROUP INC | $64.26万 | 0.09% | 870 | 169 | 24.1% | $12.48万 | 加仓 |
| SONY | SONY GROUP CORP | $65.41万 | 0.09% | 31,600 | -6,875 | -17.9% | -$14.23万 | 减仓 |
| PLD | PROLOGIS INC. | $65.57万 | 0.09% | 4,961 | 596 | 13.7% | $7.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $65.75万 | 0.09% | 4,718 | 146 | 3.2% | $2.03万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $65.90万 | 0.09% | 3,568 | 740 | 26.2% | $13.67万 | 加仓 |
| BCS | BARCLAYS PLC | $66.29万 | 0.09% | 31,328 | 2,175 | 7.5% | $4.60万 | 加仓 |
| MCO | MOODYS CORP | $66.38万 | 0.09% | 1,522 | -78 | -4.9% | -$3.40万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $66.95万 | 0.09% | 30,911 | 135 | 0.4% | $2,924 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.31万 | 0.09% | 8,315 | -1,472 | -15.0% | -$11.92万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.40万 | 0.09% | 1,953 | -218 | -10.0% | -$7.52万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $67.44万 | 0.09% | 3,124 | 3,124 | — | $67.44万 | 新建仓 |
| NU | NU HLDGS LTD | $67.60万 | 0.09% | 47,042 | 5 | 0.0% | $72 | 加仓 |
| NVO | NOVO-NORDISK A S | $67.92万 | 0.10% | 17,891 | -3,979 | -18.2% | -$15.11万 | 减仓 |
| PSX | PHILLIPS 66 | $68.26万 | 0.10% | 3,747 | 3,747 | — | $68.26万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $68.39万 | 0.10% | 5,223 | 86 | 1.7% | $1.13万 | 加仓 |
| EFA | ISHARES TR | $68.59万 | 0.10% | 7,062 | -1,573 | -18.2% | -$15.28万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.44万 | 0.10% | 1,555 | 211 | 15.7% | $9.42万 | 加仓 |
| DHI | D R HORTON INC | $69.69万 | 0.10% | 5,078 | 3,477 | 217.2% | $47.71万 | 加仓 |
| — | HONEYWELL INTL INC | $69.70万 | 0.10% | 3,084 | -696 | -18.4% | -$15.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $70.55万 | 0.10% | 1,807 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $70.56万 | 0.10% | 2,088 | -274 | -11.6% | -$9.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $70.78万 | 0.10% | 2,225 | -128 | -5.4% | -$4.07万 | 减仓 |
| UNP | UNION PAC CORP | $70.82万 | 0.10% | 2,919 | 82 | 2.9% | $1.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.27万 | 0.10% | 18,834 | 23 | 0.1% | $870 | 加仓 |
| KLAC | KLA CORP | $71.50万 | 0.10% | 486 | 61 | 14.4% | $8.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.65万 | 0.10% | 3,733 | 96 | 2.6% | $1.84万 | 加仓 |
| INCY | INCYTE CORP | $71.78万 | 0.10% | 7,626 | -9 | -0.1% | -$847 | 减仓 |
| HCA | HCA HEALTHCARE INC | $71.91万 | 0.10% | 1,520 | -633 | -29.4% | -$29.95万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.25万 | 0.10% | 2,587 | -159 | -5.8% | -$4.44万 | 减仓 |
| CAT | CATERPILLAR INC | $72.59万 | 0.10% | 1,025 | 169 | 19.7% | $11.97万 | 加仓 |
| CRM | SALESFORCE INC | $72.82万 | 0.10% | 3,901 | 5 | 0.1% | $933 | 加仓 |
| TXN | TEXAS INSTRS INC | $73.26万 | 0.10% | 3,773 | 148 | 4.1% | $2.87万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $73.73万 | 0.10% | 6,651 | 885 | 15.3% | $9.81万 | 加仓 |