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 |
|---|---|---|---|---|---|---|---|---|
| BOTZ | GLOBAL X FDS | $20.63万 | 0.03% | 6,209 | 6,209 | — | $20.63万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $20.63万 | 0.03% | 21,667 | -40,733 | -65.3% | -$38.78万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $20.62万 | 0.03% | 3,275 | -27 | -0.8% | -$1,700 | 减仓 |
| PEGA | PEGASYSTEMS INC | $20.62万 | 0.03% | 4,844 | 4,844 | — | $20.62万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $20.60万 | 0.03% | 4,554 | 1,296 | 39.8% | $5.86万 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD | $20.39万 | 0.03% | 686 | 686 | — | $20.39万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.34万 | 0.03% | 1,269 | -428 | -25.2% | -$6.86万 | 重新持有 |
| GEN | GEN DIGITAL INC | $20.26万 | 0.03% | 10,759 | 2,784 | 34.9% | $5.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $20.26万 | 0.03% | 6,042 | -1,854 | -23.5% | -$6.22万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $20.11万 | 0.03% | 1,445 | -156 | -9.7% | -$2.17万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.11万 | 0.03% | 627 | 41 | 7.0% | $1.32万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $20.11万 | 0.03% | 3,528 | -300 | -7.8% | -$1.71万 | 减仓 |
| EG | EVEREST GROUP LTD | $20.10万 | 0.03% | 615 | -5 | -0.8% | -$1,634 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $20.06万 | 0.03% | 1,800 | 155 | 9.4% | $1.73万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $20.02万 | 0.03% | 16,326 | 1,650 | 11.2% | $2.02万 | 加仓 |
| VTRS | VIATRIS INC | $18.45万 | 0.03% | 13,654 | -1,596 | -10.5% | -$2.16万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $15.75万 | 0.02% | 11,344 | 11,344 | — | $15.75万 | 新建仓 |
| HLN | HALEON PLC | $15.69万 | 0.02% | 15,673 | 1,620 | 11.5% | $1.62万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $13.64万 | 0.02% | 11,706 | 11,706 | — | $13.64万 | 新建仓 |
| CLVT | CLARIVATE PLC | $3.02万 | 0.00% | 11,944 | 11,944 | — | $3.02万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -116,387 | -100.0% | -$904.80万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -10,072 | -100.0% | -$185.19万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -16,956 | -100.0% | -$136.92万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -17,091 | -100.0% | -$110.10万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -2,902 | -100.0% | -$102.62万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -18,400 | -100.0% | -$82.91万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -19,982 | -100.0% | -$76.69万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -30,082 | -100.0% | -$70.96万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -1,725 | -100.0% | -$63.77万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -6,261 | -100.0% | -$55.78万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -17,845 | -100.0% | -$53.89万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -3,302 | -100.0% | -$48.72万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URTH | ISHARES INC | $0 | 0.00% | 0 | -2,418 | -100.0% | -$44.91万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,651 | -100.0% | -$42.25万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,057 | -100.0% | -$37.10万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -3,286 | -100.0% | -$33.83万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -801 | -100.0% | -$33.80万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -12,704 | -100.0% | -$33.77万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,400 | -100.0% | -$32.74万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -32,372 | -100.0% | -$30.95万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -11,306 | -100.0% | -$30.20万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$28.91万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -10,869 | -100.0% | -$28.61万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,213 | -100.0% | -$27.08万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,615 | -100.0% | -$26.71万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -18,487 | -100.0% | -$26.51万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,884 | -100.0% | -$26.30万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -7,746 | -100.0% | -$25.98万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -1,309 | -100.0% | -$25.25万 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$24.13万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -6,403 | -100.0% | -$23.40万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -514 | -100.0% | -$22.93万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -2,792 | -100.0% | -$22.88万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -577 | -100.0% | -$22.68万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -16,875 | -100.0% | -$22.14万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -949 | -100.0% | -$21.81万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,581 | -100.0% | -$21.42万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -1,034 | -100.0% | -$21.33万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -27,653 | -100.0% | -$21.32万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -981 | -100.0% | -$21.07万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -5,016 | -100.0% | -$20.16万 | 清仓 |