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 |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $39.44万 | 0.06% | 3,615 | -183 | -4.8% | -$2.00万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $39.24万 | 0.06% | 3,989 | 199 | 5.3% | $1.96万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $39.06万 | 0.05% | 19,777 | 1,223 | 6.6% | $2.42万 | 加仓 |
| TTE | TOTALENERGIES SE | $38.87万 | 0.05% | 4,227 | -152 | -3.5% | -$1.40万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $38.74万 | 0.05% | 1,898 | 220 | 13.1% | $4.49万 | 加仓 |
| BX | BLACKSTONE INC | $38.67万 | 0.05% | 3,363 | -958 | -22.2% | -$11.02万 | 减仓 |
| FTI | TECHNIPFMC PLC | $38.66万 | 0.05% | 5,592 | -2,167 | -27.9% | -$14.98万 | 减仓 |
| HXL | HEXCEL CORP NEW | $38.52万 | 0.05% | 4,760 | 98 | 2.1% | $7,931 | 加仓 |
| GWW | WW GRAINGER INC | $38.43万 | 0.05% | 352 | 82 | 30.4% | $8.95万 | 加仓 |
| YOU | CLEAR SECURE INC | $37.99万 | 0.05% | 7,848 | -1,899 | -19.5% | -$9.19万 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $37.79万 | 0.05% | 24,587 | 607 | 2.5% | $9,330 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $37.77万 | 0.05% | 1,639 | 126 | 8.3% | $2.90万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $37.64万 | 0.05% | 6,513 | 237 | 3.8% | $1.37万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $37.34万 | 0.05% | 5,397 | -302 | -5.3% | -$2.09万 | 减仓 |
| — | GATES INDL CORP PLC | $37.21万 | 0.05% | 16,459 | 1,077 | 7.0% | $2.44万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $36.67万 | 0.05% | 2,868 | 250 | 9.5% | $3.20万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $36.66万 | 0.05% | 2,794 | -91 | -3.2% | -$1.19万 | 减仓 |
| VST | VISTRA CORP | $36.50万 | 0.05% | 2,428 | -769 | -24.1% | -$11.56万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $36.22万 | 0.05% | 1,733 | -98 | -5.4% | -$2.05万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $36.17万 | 0.05% | 1,106 | 34 | 3.2% | $1.11万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $35.87万 | 0.05% | 28,400 | -146 | -0.5% | -$1,844 | 减仓 |
| IJK | ISHARES TR | $35.79万 | 0.05% | 3,557 | 256 | 7.8% | $2.58万 | 加仓 |
| IVLU | ISHARES TR | $35.69万 | 0.05% | 8,995 | 8,995 | — | $35.69万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $35.64万 | 0.05% | 2,065 | 398 | 23.9% | $6.87万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.40万 | 0.05% | 1,898 | -145 | -7.1% | -$2.70万 | 减仓 |
| CXT | CRANE NXT CO | $35.13万 | 0.05% | 8,654 | 967 | 12.6% | $3.93万 | 加仓 |
| ESLT | ELBIT SYS LTD | $35.07万 | 0.05% | 413 | 413 | — | $35.07万 | 新建仓 |
| COHR | COHERENT CORP | $34.99万 | 0.05% | 1,469 | -108 | -6.8% | -$2.57万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $34.89万 | 0.05% | 6,546 | -558 | -7.9% | -$2.97万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $34.85万 | 0.05% | 14,550 | 1,644 | 12.7% | $3.94万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $34.85万 | 0.05% | 6,276 | 38 | 0.6% | $2,110 | 加仓 |
| EMR | EMERSON ELEC CO | $34.82万 | 0.05% | 2,658 | 50 | 1.9% | $6,551 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $34.76万 | 0.05% | 21,793 | 1,111 | 5.4% | $1.77万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $34.74万 | 0.05% | 1,519 | 64 | 4.4% | $1.46万 | 加仓 |
| APG | API GROUP CORP | $34.13万 | 0.05% | 8,424 | 481 | 6.1% | $1.95万 | 加仓 |
| ABVX | ABIVAX SA | $33.71万 | 0.05% | 3,027 | 288 | 10.5% | $3.21万 | 加仓 |
| FN | FABRINET | $33.69万 | 0.05% | 646 | 99 | 18.1% | $5.16万 | 加仓 |
| CSX | CSX CORP | $33.66万 | 0.05% | 8,201 | 2,653 | 47.8% | $10.89万 | 加仓 |
| IGV | ISHARES TR | $33.58万 | 0.05% | 4,195 | -16,102 | -79.3% | -$128.89万 | 减仓 |
| CWB | SPDR SERIES TRUST | $33.39万 | 0.05% | 3,648 | -39 | -1.1% | -$3,569 | 减仓 |
| CGNX | COGNEX CORP | $33.28万 | 0.05% | 6,793 | 212 | 3.2% | $1.04万 | 加仓 |
| FISV | FISERV INC | $33.20万 | 0.05% | 5,949 | 993 | 20.0% | $5.54万 | 加仓 |
| NRG | NRG ENERGY INC | $33.09万 | 0.05% | 2,264 | -421 | -15.7% | -$6.15万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $33.02万 | 0.05% | 5,009 | -1,127 | -18.4% | -$7.43万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $32.96万 | 0.05% | 1,191 | -256 | -17.7% | -$7.08万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $32.66万 | 0.05% | 1,232 | 108 | 9.6% | $2.86万 | 加仓 |
| ILMN | ILLUMINA INC | $32.63万 | 0.05% | 2,647 | 910 | 52.4% | $11.22万 | 加仓 |
| DOV | DOVER CORP | $32.58万 | 0.05% | 1,563 | 40 | 2.6% | $8,338 | 加仓 |
| AVA | AVISTA CORP | $32.38万 | 0.05% | 8,067 | -329 | -3.9% | -$1.32万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $32.31万 | 0.05% | 28,244 | 2,013 | 7.7% | $2.30万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $32.31万 | 0.05% | 5,882 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $32.24万 | 0.05% | 11,727 | 916 | 8.5% | $2.52万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $32.23万 | 0.05% | 1,147 | 23 | 2.0% | $6,462 | 加仓 |
| WMB | WILLIAMS COS INC | $32.09万 | 0.05% | 4,409 | -1,138 | -20.5% | -$8.28万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $31.95万 | 0.04% | 2,130 | -910 | -29.9% | -$13.65万 | 减仓 |
| ITOT | ISHARES TR | $31.85万 | 0.04% | 2,236 | 2,236 | — | $31.85万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.70万 | 0.04% | 1,141 | -112 | -8.9% | -$3.11万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $31.70万 | 0.04% | 34,945 | 5,995 | 20.7% | $5.44万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $31.67万 | 0.04% | 8,391 | 1,004 | 13.6% | $3.79万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $31.63万 | 0.04% | 1,634 | 143 | 9.6% | $2.77万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $31.48万 | 0.04% | 1,829 | -255 | -12.2% | -$4.39万 | 减仓 |
| AYI | ACUITY INC | $31.42万 | 0.04% | 1,121 | 120 | 12.0% | $3.36万 | 加仓 |
| LQD | ISHARES TR | $31.30万 | 0.04% | 2,872 | -126 | -4.2% | -$1.37万 | 减仓 |
| VNET | VNET GROUP INC | $31.21万 | 0.04% | 37,199 | 1,637 | 4.6% | $1.37万 | 加仓 |
| MORN | MORNINGSTAR INC | $31.10万 | 0.04% | 1,840 | 136 | 8.0% | $2.30万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $31.04万 | 0.04% | 7,850 | 218 | 2.9% | $8,620 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.99万 | 0.04% | 4,939 | -4,139 | -45.6% | -$25.97万 | 减仓 |
| AA | ALCOA CORP | $30.93万 | 0.04% | 4,663 | 4,663 | — | $30.93万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $30.91万 | 0.04% | 1,966 | -405 | -17.1% | -$6.37万 | 减仓 |
| MFC | MANULIFE FINL CORP | $30.79万 | 0.04% | 8,941 | 168 | 1.9% | $5,786 | 加仓 |
| PRDO | PERDOCEO ED CORP | $30.58万 | 0.04% | 8,219 | -181 | -2.2% | -$6,735 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $30.58万 | 0.04% | 1,835 | 1,835 | — | $30.58万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $30.42万 | 0.04% | 19,352 | -20,100 | -50.9% | -$31.60万 | 减仓 |
| TSN | TYSON FOODS INC | $30.37万 | 0.04% | 4,739 | -535 | -10.1% | -$3.43万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $30.09万 | 0.04% | 10,983 | 2,380 | 27.7% | $6.52万 | 加仓 |
| PHM | PULTE GROUP INC | $30.07万 | 0.04% | 2,551 | 234 | 10.1% | $2.76万 | 加仓 |
| URI | UNITED RENTALS INC | $30.04万 | 0.04% | 412 | -14 | -3.3% | -$1.02万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $29.96万 | 0.04% | 3,305 | -70 | -2.1% | -$6,346 | 减仓 |
| LEN | LENNAR CORP | $29.81万 | 0.04% | 3,432 | -3,482 | -50.4% | -$30.24万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.76万 | 0.04% | 492 | -64 | -11.5% | -$3.87万 | 减仓 |
| PATK | PATRICK INDS INC | $29.70万 | 0.04% | 2,674 | -316 | -10.6% | -$3.51万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $29.58万 | 0.04% | 3,642 | -106 | -2.8% | -$8,610 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $29.45万 | 0.04% | 775 | 28 | 3.7% | $1.06万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $29.34万 | 0.04% | 10,896 | -335 | -3.0% | -$9,022 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $29.33万 | 0.04% | 4,724 | 4,724 | — | $29.33万 | 新建仓 |
| OSK | OSHKOSH CORP | $29.32万 | 0.04% | 1,992 | 92 | 4.8% | $1.35万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $29.23万 | 0.04% | 1,497 | -187 | -11.1% | -$3.65万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $29.22万 | 0.04% | 2,055 | 2,055 | — | $29.22万 | 新建仓 |
| SHY | ISHARES TR | $29.21万 | 0.04% | 3,538 | 3,538 | — | $29.21万 | 新建仓 |
| GMAB | GENMAB A/S | $29.15万 | 0.04% | 10,866 | 386 | 3.7% | $1.04万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $29.06万 | 0.04% | 11,632 | -1,844 | -13.7% | -$4.61万 | 减仓 |
| RPM | RPM INTL INC | $28.85万 | 0.04% | 2,902 | -42 | -1.4% | -$4,175 | 减仓 |
| ANET | ARISTA NETWORKS INC | $28.82万 | 0.04% | 2,347 | -82 | -3.4% | -$1.01万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $28.78万 | 0.04% | 1,525 | 28 | 1.9% | $5,284 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.75万 | 0.04% | 5,762 | 5,762 | — | $28.75万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.74万 | 0.04% | 4,449 | -5,573 | -55.6% | -$36.01万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $28.69万 | 0.04% | 2,613 | 2,613 | — | $28.69万 | 新建仓 |
| ALC | ALCON AG | $28.54万 | 0.04% | 3,788 | -1,044 | -21.6% | -$7.87万 | 减仓 |
| LOB | LIVE OAK BANCSHARES INC | $28.46万 | 0.04% | 8,606 | 1,843 | 27.3% | $6.09万 | 加仓 |
| CCJ | CAMECO CORP | $28.45万 | 0.04% | 2,619 | -224 | -7.9% | -$2.43万 | 减仓 |