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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $6,848.11万 | 9.90% | 200,378 | 8,196 | 4.3% | $280.11万 | 加仓 |
| AAPL | APPLE INC | $4,255.63万 | 6.15% | 147,071 | 9,454 | 6.9% | $273.56万 | 加仓 |
| GOOG | ALPHABET INC | $2,013.99万 | 2.91% | 56,356 | 18,848 | 50.3% | $673.57万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,932.76万 | 2.79% | 563,980 | 13,702 | 2.5% | $46.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,890.77万 | 2.73% | 94,496 | 5,632 | 6.3% | $112.69万 | 加仓 |
| AMZN | AMAZON COM INC | $1,524.62万 | 2.20% | 63,968 | 5,167 | 8.8% | $123.15万 | 加仓 |
| EFA | ISHARES TR | $1,429.37万 | 2.07% | 137,598 | 130,536 | 1,848.4% | $1,356.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,353.99万 | 1.96% | 36,298 | 1,676 | 4.8% | $62.52万 | 加仓 |
| GOOGL | ALPHABET INC | $1,303.43万 | 1.88% | 36,890 | -20,272 | -35.5% | -$716.27万 | 减仓 |
| TMB | THORNBURG ETF TR | $1,182.71万 | 1.71% | 466,553 | 22,001 | 4.9% | $55.77万 | 加仓 |
| ITT | ITT INC | $1,175.75万 | 1.70% | 59,338 | -41 | -0.1% | -$8,124 | 减仓 |
| IWF | ISHARES TR | $972.23万 | 1.41% | 78,298 | 59,969 | 327.2% | $744.63万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $866.10万 | 1.25% | 18,102 | 995 | 5.8% | $47.61万 | 加仓 |
| IQLT | ISHARES TR | $808.20万 | 1.17% | 163,109 | 5,803 | 3.7% | $28.75万 | 加仓 |
| EFG | ISHARES TR | $688.05万 | 0.99% | 55,301 | 526 | 1.0% | $6.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $673.00万 | 0.97% | 8,989 | -174 | -1.9% | -$13.03万 | 减仓 |
| AVGO | BROADCOM INC | $645.47万 | 0.93% | 17,087 | -540 | -3.1% | -$20.40万 | 减仓 |
| TSLA | TESLA INC | $542.99万 | 0.78% | 12,910 | 696 | 5.7% | $29.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $538.85万 | 0.78% | 10,769 | 189 | 1.8% | $9.46万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $492.26万 | 0.71% | 5,097 | -333 | -6.1% | -$32.16万 | 减仓 |
| LLY | ELI LILLY & CO | $484.65万 | 0.70% | 4,041 | -439 | -9.8% | -$52.65万 | 减仓 |
| META | META PLATFORMS INC | $480.68万 | 0.69% | 8,533 | 1,141 | 15.4% | $64.27万 | 加仓 |
| LIN | LINDE PLC | $440.98万 | 0.64% | 8,498 | 189 | 2.3% | $9.81万 | 加仓 |
| GLD | SPDR GOLD TR | $417.95万 | 0.60% | 11,346 | -1,218 | -9.7% | -$44.87万 | 减仓 |
| CVX | CHEVRON CORPORATION | $403.04万 | 0.58% | 24,314 | 52 | 0.2% | $8,620 | 加仓 |
| BA | BOEING CO | $393.46万 | 0.57% | 18,176 | -33 | -0.2% | -$7,144 | 减仓 |
| V | VISA INC | $380.53万 | 0.55% | 11,091 | -1,245 | -10.1% | -$42.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $379.15万 | 0.55% | 14,929 | 1,559 | 11.7% | $39.59万 | 加仓 |
| HYG | ISHARES TR | $371.43万 | 0.54% | 46,446 | 4,257 | 10.1% | $34.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $354.49万 | 0.51% | 10,480 | -142 | -1.3% | -$4.80万 | 减仓 |
| ASML | ASML HLDG NV | $332.69万 | 0.48% | 1,672 | -39 | -2.3% | -$7.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $326.74万 | 0.47% | 9,982 | 131 | 1.3% | $4.29万 | 加仓 |
| MRK | MERCK & CO INC | $317.03万 | 0.46% | 24,511 | 607 | 2.5% | $7.85万 | 加仓 |
| INTC | INTEL CORP | $301.41万 | 0.44% | 21,586 | 2,973 | 16.0% | $41.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $297.43万 | 0.43% | 5,791 | -1,041 | -15.2% | -$53.47万 | 减仓 |
| RTX | RTX CORPORATION | $294.56万 | 0.43% | 15,525 | -306 | -1.9% | -$5.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $291.08万 | 0.42% | 5,011 | 784 | 18.5% | $45.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $288.25万 | 0.42% | 68,080 | 1,065 | 1.6% | $4.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $287.19万 | 0.42% | 6,623 | -590 | -8.2% | -$25.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $286.21万 | 0.41% | 2,480 | 392 | 18.8% | $45.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $283.29万 | 0.41% | 15,533 | 362 | 2.4% | $6.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $282.22万 | 0.41% | 3,903 | 99 | 2.6% | $7.16万 | 加仓 |
| MO | ALTRIA GROUP INC | $262.14万 | 0.38% | 35,907 | -198 | -0.5% | -$1.45万 | 减仓 |
| GE | GE AEROSPACE | $258.44万 | 0.37% | 6,915 | -414 | -5.6% | -$15.47万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $247.02万 | 0.36% | 5,943 | 363 | 6.5% | $15.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $245.26万 | 0.35% | 2,425 | 30 | 1.3% | $3.03万 | 加仓 |
| ORCL | ORACLE CORP | $242.53万 | 0.35% | 16,549 | -947 | -5.4% | -$13.88万 | 减仓 |
| CBRE | CBRE GROUP INC | $227.96万 | 0.33% | 16,925 | 105 | 0.6% | $1.41万 | 加仓 |
| BAC | BANK OF AMER CORP | $227.76万 | 0.33% | 39,972 | 2,946 | 8.0% | $16.79万 | 加仓 |
| GEV | GE VERNOVA INC | $222.06万 | 0.32% | 1,889 | 418 | 28.4% | $49.14万 | 加仓 |
| KO | COCA COLA CO | $219.71万 | 0.32% | 26,859 | 1,357 | 5.3% | $11.10万 | 加仓 |
| NVS | NOVARTIS AG | $217.84万 | 0.31% | 13,900 | 2,069 | 17.5% | $32.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $216.83万 | 0.31% | 6,121 | 10 | 0.2% | $3,542 | 加仓 |
| SE | SEA LTD | $214.20万 | 0.31% | 22,352 | 2,510 | 12.6% | $24.05万 | 加仓 |
| AZN | ASTRAZENECA PLC | $210.92万 | 0.30% | 11,123 | 606 | 5.8% | $11.49万 | 加仓 |
| CSCO | CISCO SYS INC | $208.67万 | 0.30% | 17,765 | -1,890 | -9.6% | -$22.20万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $207.17万 | 0.30% | 39,007 | 330 | 0.9% | $1.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $206.05万 | 0.30% | 7,327 | -47 | -0.6% | -$1.32万 | 减仓 |
| MCK | MCKESSON CORP | $201.40万 | 0.29% | 2,662 | -25 | -0.9% | -$1.89万 | 减仓 |
| GLW | CORNING INC | $197.16万 | 0.28% | 7,719 | -1,814 | -19.0% | -$46.33万 | 减仓 |
| C | CITIGROUP INC | $196.32万 | 0.28% | 14,027 | 58 | 0.4% | $8,118 | 加仓 |
| YUM | YUM BRANDS INC | $193.28万 | 0.28% | 12,090 | 2,531 | 26.5% | $40.46万 | 加仓 |
| NFLX | NETFLIX INC. | $190.04万 | 0.27% | 26,616 | -815 | -3.0% | -$5.82万 | 减仓 |
| ABBV | ABBVIE INC | $188.23万 | 0.27% | 7,480 | 1,626 | 27.8% | $40.92万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $182.73万 | 0.26% | 24,912 | 241 | 1.0% | $1.77万 | 加仓 |
| NOW | SERVICENOW INC | $182.71万 | 0.26% | 18,404 | -3,176 | -14.7% | -$31.53万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $179.59万 | 0.26% | 2,812 | -2,045 | -42.1% | -$130.61万 | 减仓 |
| WMT | WALMART INC | $179.02万 | 0.26% | 15,806 | -45 | -0.3% | -$5,097 | 减仓 |
| T | AT&T INC | $176.52万 | 0.26% | 85,277 | -499 | -0.6% | -$1.03万 | 减仓 |
| ET | ENERGY TRANSFER L P | $170.04万 | 0.25% | 88,931 | 9,013 | 11.3% | $17.23万 | 加仓 |
| WRB | BERKLEY W R CORP | $169.69万 | 0.25% | 23,856 | 54 | 0.2% | $3,841 | 加仓 |
| PFE | PFIZER INC | $160.22万 | 0.23% | 66,535 | -1,698 | -2.5% | -$4.09万 | 减仓 |
| JNK | SPDR SERIES TRUST | $159.31万 | 0.23% | 16,531 | 1,612 | 10.8% | $15.53万 | 加仓 |
| MPC | MARATHON PETE CORP | $150.97万 | 0.22% | 5,905 | -141 | -2.3% | -$3.60万 | 减仓 |
| MS | MORGAN STANLEY | $149.62万 | 0.22% | 7,157 | 216 | 3.1% | $4.52万 | 加仓 |
| VLO | VALERO ENERGY CORP | $149.21万 | 0.22% | 5,729 | -93 | -1.6% | -$2.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.23万 | 0.21% | 1,574 | 27 | 1.7% | $2.53万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $142.07万 | 0.21% | 16,493 | 1,025 | 6.6% | $8.83万 | 加仓 |
| D | DOMINION ENERGY INC | $140.40万 | 0.20% | 20,559 | -472 | -2.2% | -$3.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $138.81万 | 0.20% | 11,898 | 44 | 0.4% | $5,133 | 加仓 |
| QCOM | QUALCOMM INC | $137.41万 | 0.20% | 7,436 | -2,173 | -22.6% | -$40.15万 | 减仓 |
| CTVA | CORTEVA INC | $135.07万 | 0.20% | 15,949 | 246 | 1.6% | $2.08万 | 加仓 |
| KLAC | KLA CORP | $134.78万 | 0.19% | 4,467 | -393 | -8.1% | -$11.86万 | 减仓 |
| SO | SOUTHERN CO | $132.65万 | 0.19% | 13,859 | 25 | 0.2% | $2,393 | 加仓 |
| AON | AON PLC | $132.43万 | 0.19% | 3,993 | -2,338 | -36.9% | -$77.54万 | 减仓 |
| RBA | RB GLOBAL INC | $131.45万 | 0.19% | 11,288 | 96 | 0.9% | $1.12万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $131.05万 | 0.19% | 5,517 | -98 | -1.7% | -$2.33万 | 减仓 |
| HD | HOME DEPOT INC | $130.32万 | 0.19% | 3,695 | 58 | 1.6% | $2.05万 | 加仓 |
| WELL | WELLTOWER INC | $130.01万 | 0.19% | 5,728 | 737 | 14.8% | $16.73万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $129.35万 | 0.19% | 10,395 | 153 | 1.5% | $1.90万 | 加仓 |
| TJX | TJX COS INC NEW | $129.21万 | 0.19% | 8,529 | -129 | -1.5% | -$1.95万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $128.81万 | 0.19% | 14,833 | -837 | -5.3% | -$7.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $128.54万 | 0.19% | 6,407 | -75 | -1.2% | -$1.50万 | 减仓 |
| NTAP | NETAPP INC | $128.26万 | 0.19% | 8,288 | -678 | -7.6% | -$10.49万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $127.93万 | 0.18% | 8,724 | 52 | 0.6% | $7,625 | 加仓 |
| APH | AMPHENOL CORP | $127.72万 | 0.18% | 7,234 | 424 | 6.2% | $7.49万 | 加仓 |
| MDT | MEDTRONIC PLC | $125.04万 | 0.18% | 15,838 | -1,851 | -10.5% | -$14.61万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $124.01万 | 0.18% | 1,625 | -182 | -10.1% | -$13.89万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $118.45万 | 0.17% | 8,658 | 4,332 | 100.1% | $59.27万 | 加仓 |
| L | LOEWS CORP | $117.95万 | 0.17% | 10,419 | 10,419 | — | $117.95万 | 新建仓 |