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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $6,282.42万 | 8.82% | 192,182 | -843 | -0.4% | -$27.56万 | 减仓 |
| AAPL | APPLE INC | $3,492.57万 | 4.91% | 137,617 | -3,123 | -2.2% | -$79.26万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $2,737.88万 | 3.85% | 593,514 | 593,514 | — | $2,737.88万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $1,841.50万 | 2.59% | 550,278 | 550,278 | — | $1,841.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,643.76万 | 2.31% | 57,162 | -1,255 | -2.1% | -$36.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1,611.84万 | 2.26% | 540,694 | 540,694 | — | $1,611.84万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,549.88万 | 2.18% | 88,864 | 240 | 0.3% | $4.19万 | 加仓 |
| SHV | ISHARES TR | $1,416.63万 | 1.99% | 128,329 | 128,329 | — | $1,416.63万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,281.59万 | 1.80% | 34,622 | -1,033 | -2.9% | -$38.24万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $1,250.38万 | 1.76% | 234,460 | 234,460 | — | $1,250.38万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,224.65万 | 1.72% | 58,801 | -6,067 | -9.4% | -$126.36万 | 减仓 |
| TMB | THORNBURG ETF TR | $1,134.07万 | 1.59% | 444,552 | -3,425 | -0.8% | -$8.74万 | 减仓 |
| ITT | ITT INC | $1,133.65万 | 1.59% | 59,379 | -5 | -0.0% | -$955 | 减仓 |
| GOOG | ALPHABET INC | $1,075.96万 | 1.51% | 37,508 | -1,196 | -3.1% | -$34.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $847.13万 | 1.19% | 301,625 | 301,625 | — | $847.13万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $843.93万 | 1.19% | 269,799 | 269,799 | — | $843.93万 | 新建仓 |
| NJAN | INNOVATOR ETFS TRUST | $839.04万 | 1.18% | 157,211 | 157,211 | — | $839.04万 | 新建仓 |
| IQLT | ISHARES TR | $727.23万 | 1.02% | 157,306 | 36,755 | 30.5% | $169.92万 | 加仓 |
| EFG | ISHARES TR | $610.03万 | 0.86% | 54,775 | 3,526 | 6.9% | $39.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $597.56万 | 0.84% | 9,163 | -253 | -2.7% | -$16.50万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $579.76万 | 0.81% | 17,107 | 852 | 5.2% | $28.87万 | 加仓 |
| AVGO | BROADCOM INC | $545.57万 | 0.77% | 17,627 | 515 | 3.0% | $15.94万 | 加仓 |
| GLD | SPDR GOLD TR | $540.63万 | 0.76% | 12,564 | -844 | -6.3% | -$36.32万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $523.56万 | 0.74% | 170,652 | -5,236 | -3.0% | -$16.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $506.99万 | 0.71% | 10,580 | -443 | -4.0% | -$21.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $501.98万 | 0.71% | 24,262 | -927 | -3.7% | -$19.18万 | 减仓 |
| — | EXXON MOBIL CORP | $461.29万 | 0.65% | 27,189 | -3,967 | -12.7% | -$67.30万 | 减仓 |
| TSLA | TESLA INC | $454.05万 | 0.64% | 12,214 | 2,326 | 23.5% | $86.47万 | 加仓 |
| META | META PLATFORMS INC | $422.93万 | 0.59% | 7,392 | 726 | 10.9% | $41.54万 | 加仓 |
| LLY | ELI LILLY & CO | $412.06万 | 0.58% | 4,480 | -155 | -3.3% | -$14.26万 | 减仓 |
| LIN | LINDE PLC | $411.93万 | 0.58% | 8,309 | 5,238 | 170.6% | $259.68万 | 加仓 |
| V | VISA INC | $372.83万 | 0.52% | 12,336 | -459 | -3.6% | -$13.87万 | 减仓 |
| BA | BOEING CO | $362.41万 | 0.51% | 18,209 | -515 | -2.8% | -$10.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $341.39万 | 0.48% | 6,832 | -267 | -3.8% | -$13.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $336.42万 | 0.47% | 67,015 | -808 | -1.2% | -$4.06万 | 减仓 |
| HYG | ISHARES TR | $335.66万 | 0.47% | 42,189 | -5,862 | -12.2% | -$46.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $326.82万 | 0.46% | 13,370 | -184 | -1.4% | -$4.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $321.29万 | 0.45% | 10,622 | 1,772 | 20.0% | $53.60万 | 加仓 |
| RTX | RTX CORPORATION | $305.39万 | 0.43% | 15,831 | -251 | -1.6% | -$4.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $289.79万 | 0.41% | 9,851 | -453 | -4.4% | -$13.33万 | 减仓 |
| MRK | MERCK & CO INC | $289.59万 | 0.41% | 23,904 | -535 | -2.2% | -$6.48万 | 减仓 |
| NFLX | NETFLIX INC. | $263.75万 | 0.37% | 27,431 | 3,983 | 17.0% | $38.30万 | 加仓 |
| ORCL | ORACLE CORP | $257.38万 | 0.36% | 17,496 | 1,311 | 8.1% | $19.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $253.06万 | 0.36% | 15,171 | 482 | 3.3% | $8.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $251.63万 | 0.35% | 74,162 | 74,162 | — | $251.63万 | 新建仓 |
| T | AT&T INC | $248.66万 | 0.35% | 85,776 | -2,288 | -2.6% | -$6.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $242.09万 | 0.34% | 36,105 | -11,188 | -23.7% | -$75.02万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $236.94万 | 0.33% | 38,677 | -4,262 | -9.9% | -$26.11万 | 减仓 |
| MCK | MCKESSON CORP | $232.76万 | 0.33% | 2,687 | 163 | 6.5% | $14.12万 | 加仓 |
| CBRE | CBRE GROUP INC | $227.84万 | 0.32% | 16,820 | -346 | -2.0% | -$4.69万 | 减仓 |
| ASML | ASML HLDG NV | $226.03万 | 0.32% | 1,711 | -456 | -21.0% | -$60.24万 | 减仓 |
| NOW | SERVICENOW INC | $225.62万 | 0.32% | 21,580 | 8,845 | 69.5% | $92.47万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $213.12万 | 0.30% | 5,430 | -304 | -5.3% | -$11.93万 | 减仓 |
| SHOP | SHOPIFY INC | $210.53万 | 0.30% | 17,748 | 1,880 | 11.8% | $22.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $209.73万 | 0.29% | 6,111 | -295 | -4.6% | -$10.12万 | 减仓 |
| GE | GE AEROSPACE | $208.32万 | 0.29% | 7,329 | 59 | 0.8% | $1.68万 | 加仓 |
| AZN | ASTRAZENECA PLC | $207.42万 | 0.29% | 10,517 | 10,517 | — | $207.42万 | 新建仓 |
| AON | AON PLC | $204.35万 | 0.29% | 6,331 | 1,394 | 28.2% | $44.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $203.08万 | 0.29% | 10,242 | 5,527 | 117.2% | $109.59万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $202.65万 | 0.28% | 2,395 | -326 | -12.0% | -$27.58万 | 减仓 |
| IVW | ISHARES TR | $199.83万 | 0.28% | 17,667 | 17,667 | — | $199.83万 | 新建仓 |
| WMT | WALMART INC | $197.39万 | 0.28% | 15,851 | -3,106 | -16.4% | -$38.68万 | 减仓 |
| KO | COCA COLA CO | $195.30万 | 0.27% | 25,502 | 323 | 1.3% | $2.47万 | 加仓 |
| PFE | PFIZER INC | $191.60万 | 0.27% | 68,233 | -233 | -0.3% | -$6,543 | 减仓 |
| NVS | NOVARTIS AG | $180.72万 | 0.25% | 11,831 | 8,720 | 280.3% | $133.20万 | 加仓 |
| BAC | BANK AMERICA CORP | $180.50万 | 0.25% | 37,026 | 68 | 0.2% | $3,315 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $178.74万 | 0.25% | 7,374 | 2,164 | 41.5% | $52.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $173.40万 | 0.24% | 11,854 | -638 | -5.1% | -$9.33万 | 减仓 |
| SE | SEA LTD | $164.31万 | 0.23% | 19,842 | 4,479 | 29.2% | $37.09万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $163.78万 | 0.23% | 14,977 | -397 | -2.6% | -$4.34万 | 减仓 |
| C | CITIGROUP INC | $158.42万 | 0.22% | 13,969 | 1,600 | 12.9% | $18.15万 | 加仓 |
| WRB | BERKLEY W R CORP | $157.76万 | 0.22% | 23,802 | 364 | 1.6% | $2.41万 | 加仓 |
| MDT | MEDTRONIC PLC | $154.55万 | 0.22% | 17,689 | 6,643 | 60.1% | $58.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $154.31万 | 0.22% | 7,213 | 1,014 | 16.4% | $21.69万 | 加仓 |
| ET | ENERGY TRANSFER L P | $154.24万 | 0.22% | 79,918 | 13 | 0.0% | $251 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $154.17万 | 0.22% | 1,547 | 64 | 4.3% | $6.38万 | 加仓 |
| CSCO | CISCO SYS INC | $152.50万 | 0.21% | 19,655 | 847 | 4.5% | $6.57万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $150.98万 | 0.21% | 5,580 | 931 | 20.0% | $25.19万 | 加仓 |
| YUM | YUM BRANDS INC | $148.62万 | 0.21% | 9,559 | 25 | 0.3% | $3,887 | 加仓 |
| MPC | MARATHON PETE CORP | $147.64万 | 0.21% | 6,046 | 52 | 0.9% | $1.27万 | 加仓 |
| QUAL | ISHARES TR | $147.15万 | 0.21% | 7,672 | 7,672 | — | $147.15万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $143.86万 | 0.20% | 5,822 | -560 | -8.8% | -$13.84万 | 减仓 |
| JNK | SPDR SERIES TRUST | $142.81万 | 0.20% | 14,919 | -2,341 | -13.6% | -$22.41万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $140.38万 | 0.20% | 48,898 | 1,669 | 3.5% | $4.79万 | 加仓 |
| CSGP | COSTAR GROUP INC | $139.52万 | 0.20% | 34,585 | 23,614 | 215.2% | $95.26万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $138.92万 | 0.20% | 24,671 | 181 | 0.7% | $1.02万 | 加仓 |
| TJX | TJX COS INC NEW | $138.26万 | 0.19% | 8,658 | 550 | 6.8% | $8.78万 | 加仓 |
| COP | CONOCOPHILLIPS | $137.34万 | 0.19% | 10,405 | -821 | -7.3% | -$10.84万 | 减仓 |
| INTU | INTUIT | $134.27万 | 0.19% | 3,105 | 422 | 15.7% | $18.25万 | 加仓 |
| SO | SOUTHERN CO | $133.52万 | 0.19% | 13,834 | 219 | 1.6% | $2.11万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $133.37万 | 0.19% | 18,541 | 731 | 4.1% | $5.26万 | 加仓 |
| CTVA | CORTEVA INC | $131.45万 | 0.18% | 15,703 | 1,001 | 6.8% | $8.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $131.38万 | 0.18% | 4,857 | 1,581 | 48.3% | $42.77万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $130.98万 | 0.18% | 1,695 | -157 | -8.5% | -$12.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $130.02万 | 0.18% | 3,804 | -417 | -9.9% | -$14.25万 | 减仓 |
| D | DOMINION ENERGY INC | $130.01万 | 0.18% | 21,031 | -2,955 | -12.3% | -$18.27万 | 减仓 |
| GLW | CORNING INC | $129.62万 | 0.18% | 9,533 | -1,372 | -12.6% | -$18.66万 | 减仓 |
| GEV | GE VERNOVA INC | $128.42万 | 0.18% | 1,471 | -231 | -13.6% | -$20.17万 | 减仓 |
| ABBV | ABBVIE INC | $127.31万 | 0.18% | 5,854 | -568 | -8.8% | -$12.35万 | 减仓 |
| IWD | ISHARES TR | $126.85万 | 0.18% | 5,937 | -1,380 | -18.9% | -$29.48万 | 减仓 |