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 |
|---|---|---|---|---|---|---|---|---|
| ADM | ARCHER DANIELS MIDLAND CO | $41.26万 | 0.06% | 5,401 | -6,638 | -55.1% | -$50.71万 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $41.53万 | 0.06% | 1,953 | 55 | 2.9% | $1.17万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $41.64万 | 0.06% | 14,217 | 211 | 1.5% | $6,180 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.03万 | 0.06% | 1,134 | 28 | 2.5% | $1.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.13万 | 0.06% | 7,459 | -3,434 | -31.5% | -$19.40万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $42.13万 | 0.06% | 5,513 | 116 | 2.1% | $8,866 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $42.27万 | 0.06% | 4,216 | 1,018 | 31.8% | $10.21万 | 加仓 |
| CSX | CSX CORP | $42.30万 | 0.06% | 8,900 | 699 | 8.5% | $3.32万 | 加仓 |
| BMI | BADGER METER INC | $42.34万 | 0.06% | 2,853 | 1,455 | 104.1% | $21.59万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $42.39万 | 0.06% | 2,981 | -143 | -4.6% | -$2.03万 | 减仓 |
| VSEC | VSE CORP | $42.48万 | 0.06% | 1,859 | 425 | 29.6% | $9.71万 | 加仓 |
| EOG | EOG RES INC | $42.76万 | 0.06% | 3,296 | -160 | -4.6% | -$2.08万 | 减仓 |
| ADSK | AUTODESK INC | $42.81万 | 0.06% | 2,202 | 1,198 | 119.3% | $23.29万 | 加仓 |
| AYI | ACUITY INC | $43.58万 | 0.06% | 1,157 | 36 | 3.2% | $1.36万 | 加仓 |
| NET | CLOUDFLARE INC | $43.81万 | 0.06% | 1,786 | -343 | -16.1% | -$8.41万 | 减仓 |
| YOU | CLEAR SECURE INC | $44.05万 | 0.06% | 7,904 | 56 | 0.7% | $3,121 | 加仓 |
| ABVX | ABIVAX SA | $44.15万 | 0.06% | 3,313 | 286 | 9.4% | $3.81万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44.21万 | 0.06% | 9,769 | -4,781 | -32.9% | -$21.64万 | 减仓 |
| DEO | DIAGEO PLC | $44.52万 | 0.06% | 5,539 | 79 | 1.4% | $6,350 | 加仓 |
| GM | GENERAL MTRS CO | $44.53万 | 0.06% | 5,777 | 271 | 4.9% | $2.09万 | 加仓 |
| COR | CENCORA INC | $44.54万 | 0.06% | 1,574 | 766 | 94.8% | $21.67万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $45.01万 | 0.07% | 3,068 | -544 | -15.1% | -$7.98万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $45.03万 | 0.07% | 1,538 | 41 | 2.7% | $1.20万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $45.12万 | 0.07% | 27,920 | 27,920 | — | $45.12万 | 新建仓 |
| CGNX | COGNEX CORP | $45.38万 | 0.07% | 6,266 | -527 | -7.8% | -$3.82万 | 减仓 |
| MTRN | MATERION CORP | $45.77万 | 0.07% | 1,539 | -194 | -11.2% | -$5.77万 | 减仓 |
| ABNB | AIRBNB INC | $45.96万 | 0.07% | 3,212 | -1,054 | -24.7% | -$15.08万 | 减仓 |
| SHEL | SHELL PLC | $46.03万 | 0.07% | 5,936 | 6 | 0.1% | $465 | 加仓 |
| APTV | APTIV PLC | $46.06万 | 0.07% | 7,504 | -2,205 | -22.7% | -$13.53万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $46.19万 | 0.07% | 2,065 | 167 | 8.8% | $3.74万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $46.53万 | 0.07% | 5,706 | 363 | 6.8% | $2.96万 | 加仓 |
| BX | BLACKSTONE INC | $46.60万 | 0.07% | 3,960 | 597 | 17.8% | $7.02万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $46.82万 | 0.07% | 3,661 | 3,661 | — | $46.82万 | 新建仓 |
| CXT | CRANE NXT CO | $46.95万 | 0.07% | 9,177 | 523 | 6.0% | $2.68万 | 加仓 |
| HXL | HEXCEL CORP NEW | $47.45万 | 0.07% | 4,742 | -18 | -0.4% | -$1,801 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $47.59万 | 0.07% | 2,670 | 270 | 11.2% | $4.81万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $47.85万 | 0.07% | 8,203 | 1,041 | 14.5% | $6.07万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $47.87万 | 0.07% | 1,109 | 1,109 | — | $47.87万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $47.91万 | 0.07% | 20,073 | 296 | 1.5% | $7,065 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $48.31万 | 0.07% | 1,462 | -101 | -6.5% | -$3.34万 | 减仓 |
| ILMN | ILLUMINA INC | $48.34万 | 0.07% | 2,749 | 102 | 3.9% | $1.79万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $48.42万 | 0.07% | 2,402 | 669 | 38.6% | $13.49万 | 加仓 |
| WT | WISDOMTREE INC | $48.56万 | 0.07% | 28,664 | 251 | 0.9% | $4,252 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $48.75万 | 0.07% | 9,449 | 1,058 | 12.6% | $5.46万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $48.78万 | 0.07% | 731 | -11 | -1.5% | -$7,340 | 减仓 |
| NKE | NIKE INC | $48.98万 | 0.07% | 11,823 | 337 | 2.9% | $1.40万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $48.99万 | 0.07% | 2,134 | -376 | -15.0% | -$8.63万 | 减仓 |
| GWW | WW GRAINGER INC | $49.01万 | 0.07% | 360 | 8 | 2.3% | $1.09万 | 加仓 |
| ENB | ENBRIDGE INC | $49.13万 | 0.07% | 9,062 | -45 | -0.5% | -$2,439 | 减仓 |
| SNDK | SANDISK CORP | $49.45万 | 0.07% | 218 | 218 | — | $49.45万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $49.61万 | 0.07% | 860 | 1 | 0.1% | $577 | 加仓 |
| NEM | NEWMONT CORP | $49.88万 | 0.07% | 5,341 | 14 | 0.3% | $1,308 | 加仓 |
| ANET | ARISTA NETWORKS INC | $50.16万 | 0.07% | 2,953 | 606 | 25.8% | $10.29万 | 加仓 |
| DVA | DAVITA INC | $50.50万 | 0.07% | 2,270 | 2,270 | — | $50.50万 | 新建仓 |
| NOK | NOKIA CORP | $50.60万 | 0.07% | 38,101 | 38,101 | — | $50.60万 | 新建仓 |
| XYL | XYLEM INC | $50.74万 | 0.07% | 4,292 | 80 | 1.9% | $9,457 | 加仓 |
| WM | WASTE MGMT INC DEL | $51.34万 | 0.07% | 2,304 | 312 | 15.7% | $6.95万 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $51.34万 | 0.07% | 10,830 | 262 | 2.5% | $1.24万 | 加仓 |
| RBC | RBC BEARINGS INC | $51.78万 | 0.07% | 804 | 33 | 4.3% | $2.13万 | 加仓 |
| TGT | TARGET CORP | $51.97万 | 0.08% | 3,979 | 141 | 3.7% | $1.84万 | 加仓 |
| BIIB | BIOGEN INC | $52.20万 | 0.08% | 2,416 | 54 | 2.3% | $1.17万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $52.31万 | 0.08% | 1,065 | 76 | 7.7% | $3.73万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $52.38万 | 0.08% | 252 | -1 | -0.4% | -$2,079 | 减仓 |
| NRG | NRG ENERGY INC | $52.93万 | 0.08% | 3,624 | 1,360 | 60.1% | $19.86万 | 加仓 |
| GIS | GENERAL MILLS INC | $52.95万 | 0.08% | 15,217 | 717 | 4.9% | $2.50万 | 加仓 |
| MMM | 3M CO | $52.98万 | 0.08% | 3,272 | 297 | 10.0% | $4.81万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $53.26万 | 0.08% | 3,195 | 791 | 32.9% | $13.19万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $53.58万 | 0.08% | 1,286 | -15 | -1.2% | -$6,250 | 减仓 |
| BLK | BLACKROCK INC | $53.75万 | 0.08% | 559 | -266 | -32.2% | -$25.58万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $53.87万 | 0.08% | 3,232 | -342 | -9.6% | -$5.70万 | 减仓 |
| LFUS | LITTELFUSE INC | $53.95万 | 0.08% | 1,185 | -10 | -0.8% | -$4,553 | 减仓 |
| PSMT | PRICESMART INC | $53.97万 | 0.08% | 2,763 | 15 | 0.5% | $2,930 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $53.97万 | 0.08% | 4,566 | -526 | -10.3% | -$6.22万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $54.20万 | 0.08% | 3,738 | 870 | 30.3% | $12.61万 | 加仓 |
| URI | UNITED RENTALS INC | $54.59万 | 0.08% | 482 | 70 | 17.0% | $7.93万 | 加仓 |
| ADBE | ADOBE INC | $56.38万 | 0.08% | 2,750 | 431 | 18.6% | $8.84万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $56.44万 | 0.08% | 4,162 | -5,119 | -55.2% | -$69.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $56.69万 | 0.08% | 1,663 | 394 | 31.0% | $13.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $57.29万 | 0.08% | 2,623 | -482 | -15.5% | -$10.53万 | 减仓 |
| JBL | JABIL INC | $57.29万 | 0.08% | 1,486 | -170 | -10.3% | -$6.55万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $57.43万 | 0.08% | 3,361 | 3,361 | — | $57.43万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $57.56万 | 0.08% | 4,297 | -712 | -14.2% | -$9.54万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $57.67万 | 0.08% | 3,956 | 147 | 3.9% | $2.14万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $57.83万 | 0.08% | 2,050 | -439 | -17.6% | -$12.38万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $57.97万 | 0.08% | 1,487 | -33 | -2.2% | -$1.29万 | 减仓 |
| PEP | PEPSICO INC | $58.12万 | 0.08% | 4,293 | 214 | 5.2% | $2.90万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $58.16万 | 0.08% | 1,142 | 53 | 4.9% | $2.70万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $58.58万 | 0.08% | 9,314 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $58.64万 | 0.08% | 7,250 | 168 | 2.4% | $1.36万 | 加仓 |
| DHR | DANAHER CORP DEL | $59.96万 | 0.09% | 3,141 | -1,131 | -26.5% | -$21.59万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $60.13万 | 0.09% | 15,056 | -143 | -0.9% | -$5,711 | 减仓 |
| SONY | SONY GROUP CORP | $60.27万 | 0.09% | 30,042 | -1,558 | -4.9% | -$3.13万 | 减仓 |
| NU | NU HLDGS LTD | $60.28万 | 0.09% | 45,123 | -1,919 | -4.1% | -$2.56万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $60.69万 | 0.09% | 1,839 | 17 | 0.9% | $5,611 | 加仓 |
| CRM | SALESFORCE INC | $61.05万 | 0.09% | 3,886 | -15 | -0.4% | -$2,357 | 减仓 |
| TPR | TAPESTRY INC | $61.31万 | 0.09% | 4,188 | 267 | 6.8% | $3.91万 | 加仓 |
| VMI | VALMONT INDS INC | $61.91万 | 0.09% | 1,070 | -173 | -13.9% | -$10.01万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $62.62万 | 0.09% | 28,120 | 843 | 3.1% | $1.88万 | 加仓 |
| INTU | INTUIT | $62.76万 | 0.09% | 2,405 | -700 | -22.5% | -$18.27万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $63.52万 | 0.09% | 2,558 | -29 | -1.1% | -$7,202 | 减仓 |