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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $63.99万 | 0.09% | 3,786 | 39 | 1.0% | $6,592 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $64.51万 | 0.09% | 12,042 | -592 | -4.7% | -$3.17万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.68万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $64.92万 | 0.09% | 2,324 | 57 | 2.5% | $1.59万 | 加仓 |
| COHR | COHERENT CORP | $65.17万 | 0.09% | 1,652 | 183 | 12.5% | $7.22万 | 加仓 |
| TRP | TC ENERGY CORP | $65.78万 | 0.10% | 9,831 | 9,831 | — | $65.78万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $66.33万 | 0.10% | 4,587 | -82 | -1.8% | -$1.19万 | 减仓 |
| MCO | MOODYS CORP | $66.50万 | 0.10% | 1,468 | -54 | -3.5% | -$2.45万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $66.53万 | 0.10% | 2,475 | 836 | 51.0% | $22.47万 | 加仓 |
| SNPS | SYNOPSYS INC | $66.75万 | 0.10% | 1,496 | -1,186 | -44.2% | -$52.92万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $66.93万 | 0.10% | 8,247 | -68 | -0.8% | -$5,519 | 减仓 |
| HPQ | HP INC | $67.07万 | 0.10% | 30,162 | -894 | -2.9% | -$1.99万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $67.74万 | 0.10% | 7,482 | -16 | -0.2% | -$1,448 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $67.79万 | 0.10% | 3,199 | 112 | 3.6% | $2.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $67.88万 | 0.10% | 7,481 | 2,156 | 40.5% | $19.56万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $68.01万 | 0.10% | 10,031 | -517 | -4.9% | -$3.51万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $68.12万 | 0.10% | 6,739 | 145 | 2.2% | $1.47万 | 加仓 |
| SHY | ISHARES TR | $68.47万 | 0.10% | 8,339 | 4,801 | 135.7% | $39.42万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $68.57万 | 0.10% | 5,847 | 72 | 1.2% | $8,444 | 重新持有 |
| TMUS | T-MOBILE US INC | $69.07万 | 0.10% | 4,118 | -451 | -9.9% | -$7.56万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.31万 | 0.10% | 18,855 | 21 | 0.1% | $772 | 加仓 |
| MSCI | MSCI INC | $69.32万 | 0.10% | 1,238 | -506 | -29.0% | -$28.33万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $69.97万 | 0.10% | 120,012 | 853 | 0.7% | $4,973 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $70.82万 | 0.10% | 7,368 | 180 | 2.5% | $1.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $71.21万 | 0.10% | 2,127 | 193 | 10.0% | $6.46万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $72.96万 | 0.11% | 14,353 | -1,420 | -9.0% | -$7.22万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $73.27万 | 0.11% | 29,750 | -1,677 | -5.3% | -$4.13万 | 减仓 |
| MCD | MCDONALDS CORP | $73.49万 | 0.11% | 2,719 | -200 | -6.9% | -$5.41万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $73.85万 | 0.11% | 1,857 | -505 | -21.4% | -$20.08万 | 减仓 |
| IDXX | IDEXX LABS INC | $74.44万 | 0.11% | 1,414 | -298 | -17.4% | -$15.69万 | 减仓 |
| PLD | PROLOGIS INC. | $74.61万 | 0.11% | 5,508 | 547 | 11.0% | $7.41万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $74.63万 | 0.11% | 2,702 | 2,702 | — | $74.63万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $74.76万 | 0.11% | 16,979 | -1,766 | -9.4% | -$7.78万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $74.99万 | 0.11% | 2,581 | 628 | 32.2% | $18.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $75.05万 | 0.11% | 5,929 | 706 | 13.5% | $8.94万 | 加仓 |
| UNP | UNION PAC CORP | $75.49万 | 0.11% | 2,776 | -143 | -4.9% | -$3.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $77.14万 | 0.11% | 14,389 | 14,389 | — | $77.14万 | 新建仓 |
| EME | EMCOR GROUP INC | $77.21万 | 0.11% | 930 | 60 | 6.9% | $4.98万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $77.72万 | 0.11% | 3,262 | -15 | -0.5% | -$3,574 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $77.76万 | 0.11% | 17,151 | -105 | -0.6% | -$4,761 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $78.03万 | 0.11% | 9,393 | -455 | -4.6% | -$3.78万 | 减仓 |
| GSK | GSK PLC | $78.79万 | 0.11% | 14,903 | -527 | -3.4% | -$2.79万 | 减仓 |
| SXI | STANDEX INTL CORP | $79.67万 | 0.12% | 2,227 | -150 | -6.3% | -$5.37万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $81.04万 | 0.12% | 30,396 | -2,186 | -6.7% | -$5.83万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $81.05万 | 0.12% | 7,487 | -689 | -8.4% | -$7.46万 | 减仓 |
| CSGP | COSTAR GROUP INC | $82.37万 | 0.12% | 29,084 | -5,501 | -15.9% | -$15.58万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $82.72万 | 0.12% | 33,008 | 2,097 | 6.8% | $5.26万 | 加仓 |
| DHI | D R HORTON INC | $83.34万 | 0.12% | 5,117 | 39 | 0.8% | $6,352 | 加仓 |
| CI | THE CIGNA GROUP | $83.74万 | 0.12% | 3,038 | -259 | -7.9% | -$7.14万 | 减仓 |
| BCS | BARCLAYS PLC | $83.77万 | 0.12% | 31,188 | -140 | -0.4% | -$3,760 | 减仓 |
| DE | DEERE & CO | $84.04万 | 0.12% | 1,322 | -23 | -1.7% | -$1.46万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $85.43万 | 0.12% | 1,127 | 7 | 0.6% | $5,306 | 加仓 |
| KHC | KRAFT HEINZ CO | $86.55万 | 0.13% | 36,641 | -1,257 | -3.3% | -$2.97万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $87.08万 | 0.13% | 12,068 | -6,473 | -34.9% | -$46.71万 | 减仓 |
| INCY | INCYTE CORP | $87.30万 | 0.13% | 7,701 | 75 | 1.0% | $8,502 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $87.89万 | 0.13% | 10,494 | -19 | -0.2% | -$1,591 | 减仓 |
| NVO | NOVO-NORDISK A S | $88.34万 | 0.13% | 18,427 | 536 | 3.0% | $2.57万 | 加仓 |
| LOW | LOWES COS INC | $88.44万 | 0.13% | 4,011 | -287 | -6.7% | -$6.33万 | 减仓 |
| ADI | ANALOG DEVICES INC | $89.30万 | 0.13% | 2,248 | 23 | 1.0% | $9,137 | 加仓 |
| NGG | NATIONAL GRID PLC | $89.44万 | 0.13% | 10,512 | 10,512 | — | $89.44万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $89.88万 | 0.13% | 4,718 | -1,783 | -27.4% | -$33.97万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $89.90万 | 0.13% | 4,854 | -5 | -0.1% | -$926 | 减仓 |
| AMP | AMERIPRISE FINL INC | $89.92万 | 0.13% | 1,960 | -63 | -3.1% | -$2.89万 | 减仓 |
| VTR | VENTAS INC | $91.62万 | 0.13% | 10,257 | 4,937 | 92.8% | $44.10万 | 加仓 |
| ETN | EATON CORP PLC | $92.08万 | 0.13% | 2,161 | -116 | -5.1% | -$4.94万 | 减仓 |
| IBN | ICICI BANK LIMITED | $93.45万 | 0.14% | 32,192 | -441 | -1.4% | -$1.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $93.59万 | 0.14% | 3,192 | -122 | -3.7% | -$3.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $93.73万 | 0.14% | 9,172 | -3,148 | -25.6% | -$32.17万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $94.80万 | 0.14% | 5,975 | -351 | -5.5% | -$5.57万 | 减仓 |
| BBY | BEST BUY INC | $94.88万 | 0.14% | 12,350 | -711 | -5.4% | -$5.46万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $95.57万 | 0.14% | 9,847 | -391 | -3.8% | -$3.79万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $96.33万 | 0.14% | 985 | 5 | 0.5% | $4,890 | 加仓 |
| UBS | UBS GROUP AG | $96.58万 | 0.14% | 19,488 | 266 | 1.4% | $1.32万 | 加仓 |
| TXN | TEXAS INSTRS INC | $97.08万 | 0.14% | 3,257 | -516 | -13.7% | -$15.38万 | 减仓 |
| CNC | CENTENE CORP DEL | $97.45万 | 0.14% | 15,182 | -1,114 | -6.8% | -$7.15万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $100.79万 | 0.15% | 3,939 | 349 | 9.7% | $8.93万 | 加仓 |
| FIX | COMFORT SYS USA INC | $101.20万 | 0.15% | 511 | -142 | -21.7% | -$28.12万 | 减仓 |
| CAT | CATERPILLAR INC | $104.75万 | 0.15% | 984 | -41 | -4.0% | -$4.36万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $105.31万 | 0.15% | 2,120 | 565 | 36.3% | $28.07万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $105.49万 | 0.15% | 1,692 | -3 | -0.2% | -$1,870 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $105.97万 | 0.15% | 2,112 | -217 | -9.3% | -$10.89万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $106.07万 | 0.15% | 52,479 | -1,140 | -2.1% | -$2.30万 | 减仓 |
| IWD | ISHARES TR | $107.21万 | 0.15% | 4,422 | -1,515 | -25.5% | -$36.73万 | 减仓 |
| SHOP | SHOPIFY INC | $108.20万 | 0.16% | 9,476 | -8,272 | -46.6% | -$94.45万 | 减仓 |
| DIS | DISNEY WALT CO | $109.08万 | 0.16% | 11,245 | 436 | 4.0% | $4.23万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $109.49万 | 0.16% | 32,316 | 833 | 2.6% | $2.82万 | 加仓 |
| USB | US BANCORP | $109.73万 | 0.16% | 18,012 | -820 | -4.4% | -$5.00万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $110.16万 | 0.16% | 3,502 | 33 | 1.0% | $1.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $111.04万 | 0.16% | 12,651 | 1,196 | 10.4% | $10.50万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $111.13万 | 0.16% | 45,265 | -3,633 | -7.4% | -$8.92万 | 减仓 |
| CVS | CVS HEALTH CORP | $111.28万 | 0.16% | 10,757 | -203 | -1.9% | -$2.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $111.77万 | 0.16% | 19,397 | -256 | -1.3% | -$1.48万 | 减仓 |
| APP | APPLOVIN CORP | $111.91万 | 0.16% | 2,172 | -289 | -11.7% | -$14.89万 | 减仓 |
| COP | CONOCOPHILLIPS | $112.01万 | 0.16% | 10,774 | 369 | 3.5% | $3.84万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.30万 | 0.16% | 2,468 | 327 | 15.3% | $15.01万 | 加仓 |
| ALL | ALLSTATE CORP | $114.85万 | 0.17% | 4,805 | -308 | -6.0% | -$7.36万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $115.26万 | 0.17% | 18,663 | 318 | 1.7% | $1.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $116.47万 | 0.17% | 12,622 | 618 | 5.1% | $5.70万 | 加仓 |
| AMGN | AMGEN INC | $116.56万 | 0.17% | 3,219 | 386 | 13.6% | $13.98万 | 加仓 |
| WFC | WELLS FARGO & CO | $117.94万 | 0.17% | 14,272 | -1,573 | -9.9% | -$13.00万 | 减仓 |