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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $126.14万 | 0.18% | 15,845 | -202 | -1.3% | -$1.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $125.26万 | 0.18% | 8,672 | -1,126 | -11.5% | -$16.26万 | 减仓 |
| QCOM | QUALCOMM INC | $123.74万 | 0.17% | 9,609 | 267 | 2.9% | $3.44万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $123.52万 | 0.17% | 15,670 | 921 | 6.2% | $7.26万 | 加仓 |
| IVE | ISHARES TR | $122.39万 | 0.17% | 5,796 | 5,796 | — | $122.39万 | 新建仓 |
| HD | HOME DEPOT INC | $119.62万 | 0.17% | 3,637 | 366 | 11.2% | $12.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $119.19万 | 0.17% | 19,653 | -5,345 | -21.4% | -$32.42万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $118.65万 | 0.17% | 5,615 | 3,581 | 176.1% | $75.67万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $118.25万 | 0.17% | 6,482 | -876 | -11.9% | -$15.98万 | 减仓 |
| ZTS | ZOETIS INC | $117.61万 | 0.17% | 9,949 | -218 | -2.1% | -$2.58万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $114.58万 | 0.16% | 2,329 | 195 | 9.1% | $9.59万 | 加仓 |
| MS | MORGAN STANLEY | $114.23万 | 0.16% | 6,941 | 790 | 12.8% | $13.00万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $112.82万 | 0.16% | 12,004 | -3 | -0.0% | -$282 | 减仓 |
| VUG | VANGUARD INDEX FDS | $112.62万 | 0.16% | 2,578 | -122 | -4.5% | -$5.33万 | 减仓 |
| SBUX | STARBUCKS CORP | $110.38万 | 0.16% | 12,320 | -564 | -4.4% | -$5.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $108.89万 | 0.15% | 2,362 | 41 | 1.8% | $1.89万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $108.80万 | 0.15% | 18,345 | 10,390 | 130.6% | $61.62万 | 加仓 |
| RBA | RB GLOBAL INC | $107.28万 | 0.15% | 11,192 | 96 | 0.9% | $9,202 | 加仓 |
| ALL | ALLSTATE CORP | $106.56万 | 0.15% | 5,113 | 3,890 | 318.1% | $81.07万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $106.40万 | 0.15% | 11,455 | -479 | -4.0% | -$4.45万 | 减仓 |
| SNPS | SYNOPSYS INC | $106.34万 | 0.15% | 2,682 | 36 | 1.4% | $1.43万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $106.16万 | 0.15% | 8,176 | 89 | 1.1% | $1.16万 | 加仓 |
| DIS | DISNEY WALT CO | $104.18万 | 0.15% | 10,809 | 888 | 9.0% | $8.56万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $103.83万 | 0.15% | 2,141 | 149 | 7.5% | $7.23万 | 加仓 |
| LOW | LOWES COS INC | $101.56万 | 0.14% | 4,298 | -229 | -5.1% | -$5.41万 | 减仓 |
| AMGN | AMGEN INC | $99.69万 | 0.14% | 2,833 | 11 | 0.4% | $3,871 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $99.55万 | 0.14% | 3,469 | -377 | -9.8% | -$10.82万 | 减仓 |
| USB | US BANCORP | $98.92万 | 0.14% | 18,832 | 2,667 | 16.5% | $14.01万 | 加仓 |
| WELL | WELLTOWER INC | $98.69万 | 0.14% | 4,991 | 1,106 | 28.5% | $21.87万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $98.27万 | 0.14% | 10,238 | 145 | 1.4% | $1.39万 | 加仓 |
| APP | APPLOVIN CORP | $97.93万 | 0.14% | 2,461 | 459 | 22.9% | $18.26万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $96.26万 | 0.14% | 3,314 | 104 | 3.2% | $3.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $96.20万 | 0.14% | 1,712 | 72 | 4.4% | $4.05万 | 加仓 |
| TMUS | T-MOBILE US INC | $95.97万 | 0.13% | 4,569 | 2,784 | 156.0% | $58.47万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $94.83万 | 0.13% | 31,483 | 22,441 | 248.2% | $67.59万 | 加仓 |
| MSCI | MSCI INC | $93.98万 | 0.13% | 1,744 | -279 | -13.8% | -$15.03万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $92.75万 | 0.13% | 6,326 | 62 | 1.0% | $9,090 | 加仓 |
| NTAP | NETAPP INC | $91.80万 | 0.13% | 8,966 | 6,715 | 298.3% | $68.75万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $90.99万 | 0.13% | 53,619 | 1,870 | 3.6% | $3.17万 | 加仓 |
| MCD | MCDONALDS CORP | $90.71万 | 0.13% | 2,919 | -20 | -0.7% | -$6,215 | 减仓 |
| FIX | COMFORT SYS USA INC | $90.06万 | 0.13% | 653 | 243 | 59.3% | $33.51万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $89.89万 | 0.13% | 2,023 | 33 | 1.7% | $1.47万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $89.47万 | 0.13% | 32,582 | -1,718 | -5.0% | -$4.72万 | 减仓 |
| CI | THE CIGNA GROUP | $87.95万 | 0.12% | 3,297 | 2,094 | 174.1% | $55.86万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $87.76万 | 0.12% | 980 | -111 | -10.2% | -$9.94万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $86.39万 | 0.12% | 6,501 | 676 | 11.6% | $8.98万 | 加仓 |
| APH | AMPHENOL CORP | $86.21万 | 0.12% | 6,810 | -738 | -9.8% | -$9.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.00万 | 0.12% | 4,227 | -14 | -0.3% | -$2,848 | 减仓 |
| GSK | GSK PLC | $85.62万 | 0.12% | 15,430 | 5,415 | 54.1% | $30.05万 | 加仓 |
| KHC | KRAFT HEINZ CO | $85.23万 | 0.12% | 37,898 | 24,661 | 186.3% | $55.46万 | 加仓 |
| BBY | BEST BUY INC | $85.11万 | 0.12% | 13,061 | 9,327 | 249.8% | $60.78万 | 加仓 |
| IBN | ICICI BANK LIMITED | $84.52万 | 0.12% | 32,633 | 1,861 | 6.0% | $4.82万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $82.89万 | 0.12% | 3,590 | -609 | -14.5% | -$14.06万 | 减仓 |
| INTC | INTEL CORP | $82.14万 | 0.12% | 18,613 | 718 | 4.0% | $3.17万 | 加仓 |
| IWM | ISHARES TR | $82.09万 | 0.12% | 3,310 | -55,831 | -94.4% | -$1,384.64万 | 减仓 |
| ETN | EATON CORP PLC | $81.45万 | 0.11% | 2,277 | 45 | 2.0% | $1.61万 | 加仓 |
| DHR | DANAHER CORP DEL | $81.16万 | 0.11% | 4,272 | 147 | 3.6% | $2.79万 | 加仓 |
| SAP | SAP SE | $80.81万 | 0.11% | 4,720 | -1,933 | -29.1% | -$33.10万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $80.73万 | 0.11% | 9,848 | 9,848 | — | $80.73万 | 新建仓 |
| BLK | BLACKROCK INC | $79.32万 | 0.11% | 825 | -124 | -13.1% | -$11.92万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $79.19万 | 0.11% | 17,256 | -71 | -0.4% | -$3,258 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $78.95万 | 0.11% | 10,513 | 34 | 0.3% | $2,553 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $78.82万 | 0.11% | 15,773 | 978 | 6.6% | $4.89万 | 加仓 |
| CVS | CVS HEALTH CORP | $78.71万 | 0.11% | 10,960 | 225 | 2.1% | $1.62万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $78.59万 | 0.11% | 4,859 | 240 | 5.2% | $3.88万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $76.74万 | 0.11% | 3,277 | 24 | 0.7% | $5,621 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $76.53万 | 0.11% | 18,745 | 1,451 | 8.4% | $5.92万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $76.34万 | 0.11% | 1,120 | 83 | 8.0% | $5.66万 | 加仓 |
| DE | DEERE & CO | $75.96万 | 0.11% | 1,345 | -41 | -3.0% | -$2.32万 | 减仓 |
| UBS | UBS GROUP AG | $75.10万 | 0.11% | 19,222 | 174 | 0.9% | $6,798 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $74.75万 | 0.10% | 15,199 | 251 | 1.7% | $1.23万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $74.33万 | 0.10% | 1,089 | 33 | 3.1% | $2.25万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $73.73万 | 0.10% | 6,651 | 885 | 15.3% | $9.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $73.26万 | 0.10% | 3,773 | 148 | 4.1% | $2.87万 | 加仓 |
| CRM | SALESFORCE INC | $72.82万 | 0.10% | 3,901 | 5 | 0.1% | $933 | 加仓 |
| CAT | CATERPILLAR INC | $72.59万 | 0.10% | 1,025 | 169 | 19.7% | $11.97万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.25万 | 0.10% | 2,587 | -159 | -5.8% | -$4.44万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $71.91万 | 0.10% | 1,520 | -633 | -29.4% | -$29.95万 | 减仓 |
| INCY | INCYTE CORP | $71.78万 | 0.10% | 7,626 | -9 | -0.1% | -$847 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.65万 | 0.10% | 3,733 | 96 | 2.6% | $1.84万 | 加仓 |
| KLAC | KLA CORP | $71.50万 | 0.10% | 486 | 61 | 14.4% | $8.97万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $71.27万 | 0.10% | 18,834 | 23 | 0.1% | $870 | 加仓 |
| UNP | UNION PAC CORP | $70.82万 | 0.10% | 2,919 | 82 | 2.9% | $1.99万 | 加仓 |
| ADI | ANALOG DEVICES INC | $70.78万 | 0.10% | 2,225 | -128 | -5.4% | -$4.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $70.56万 | 0.10% | 2,088 | -274 | -11.6% | -$9.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $70.55万 | 0.10% | 1,807 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $69.70万 | 0.10% | 3,084 | -696 | -18.4% | -$15.73万 | 减仓 |
| DHI | D R HORTON INC | $69.69万 | 0.10% | 5,078 | 3,477 | 217.2% | $47.71万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.44万 | 0.10% | 1,555 | 211 | 15.7% | $9.42万 | 加仓 |
| EFA | ISHARES TR | $68.59万 | 0.10% | 7,062 | -1,573 | -18.2% | -$15.28万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $68.39万 | 0.10% | 5,223 | 86 | 1.7% | $1.13万 | 加仓 |
| PSX | PHILLIPS 66 | $68.26万 | 0.10% | 3,747 | 3,747 | — | $68.26万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $67.92万 | 0.10% | 17,891 | -3,979 | -18.2% | -$15.11万 | 减仓 |
| NU | NU HLDGS LTD | $67.60万 | 0.09% | 47,042 | 5 | 0.0% | $72 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $67.44万 | 0.09% | 3,124 | 3,124 | — | $67.44万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.40万 | 0.09% | 1,953 | -218 | -10.0% | -$7.52万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.31万 | 0.09% | 8,315 | -1,472 | -15.0% | -$11.92万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $66.95万 | 0.09% | 30,911 | 135 | 0.4% | $2,924 | 加仓 |
| MCO | MOODYS CORP | $66.38万 | 0.09% | 1,522 | -78 | -4.9% | -$3.40万 | 减仓 |
| BCS | BARCLAYS PLC | $66.29万 | 0.09% | 31,328 | 2,175 | 7.5% | $4.60万 | 加仓 |