My Personal CFO, LLC
VANCOUVER WA · SEC CIK 0001916366
$2.28亿2026Q1 申报市值
88持仓数
56.6%前十大占比 · 第一大 15.2%
5 / 10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
DFAI 加仓+$370.84万
OKTA 加仓+$141.67万
TFLR 加仓+$106.52万
VYMI 新建仓+$95.03万
MSFT 加仓+$70.44万
2026Q1 卖出最多 按季末市值估算
STGW 减仓-$315.05万
AVUS 减仓-$75.61万
SCHB 清仓-$66.25万
META 减仓-$57.28万
AAPL 减仓-$50.22万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,477.78万 | 15.23% | 108,406 | -1,327 | -1.2% | -$42.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,785.06万 | 7.82% | 48,223 | 1,903 | 4.1% | $70.44万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,302.91万 | 5.71% | 117,189 | -6,801 | -5.5% | -$75.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,295.99万 | 5.68% | 332,646 | 95,184 | 40.1% | $370.84万 | 加仓 |
| AAPL | APPLE INC | $1,096.90万 | 4.80% | 43,221 | -1,979 | -4.4% | -$50.22万 | 减仓 |
| OKTA | OKTA INC | $880.01万 | 3.85% | 111,804 | 17,999 | 19.2% | $141.67万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $861.92万 | 3.77% | 171,151 | 21,152 | 14.1% | $106.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $825.92万 | 3.62% | 14,310 | -384 | -2.6% | -$22.16万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $753.50万 | 3.30% | 167,000 | 5,488 | 3.4% | $24.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $636.79万 | 2.79% | 9,792 | 110 | 1.1% | $7.15万 | 加仓 |
| SCZ | ISHARES TR | $558.25万 | 2.44% | 71,196 | 1,332 | 1.9% | $10.44万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $514.96万 | 2.26% | 8,618 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $412.95万 | 1.81% | 27,273 | 411 | 1.5% | $6.22万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $386.10万 | 1.69% | 78,828 | -1,000 | -1.3% | -$4.90万 | 减仓 |
| VDE | VANGUARD WORLD FD | $371.28万 | 1.63% | 21,456 | 18 | 0.1% | $3,115 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $351.49万 | 1.54% | 73,685 | 5,370 | 7.9% | $25.62万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $317.67万 | 1.39% | 66,181 | -8,195 | -11.0% | -$39.34万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $303.35万 | 1.33% | 34,199 | 620 | 1.8% | $5.50万 | 加仓 |
| VO | VANGUARD INDEX FDS | $301.14万 | 1.32% | 10,486 | -1,092 | -9.4% | -$31.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $274.59万 | 1.20% | 5,730 | -40 | -0.7% | -$1.92万 | 减仓 |
| IQLT | ISHARES TR | $266.97万 | 1.17% | 57,749 | -723 | -1.2% | -$3.34万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $254.21万 | 1.11% | 17,165 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $253.58万 | 1.11% | 58,940 | -6,570 | -10.0% | -$28.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $242.15万 | 1.06% | 13,885 | -1,250 | -8.3% | -$21.80万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $233.88万 | 1.02% | 44,558 | -3,732 | -7.7% | -$19.59万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $232.31万 | 1.02% | 46,755 | -7,000 | -13.0% | -$34.78万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $227.46万 | 1.00% | 29,718 | -343 | -1.1% | -$2.63万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $224.17万 | 0.98% | 42,035 | 177 | 0.4% | $9,439 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $214.76万 | 0.94% | 62,124 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $205.45万 | 0.90% | 56,630 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $194.11万 | 0.85% | 2,972 | -121 | -3.9% | -$7.90万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $192.13万 | 0.84% | 36,000 | -3,000 | -7.7% | -$16.01万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $185.53万 | 0.81% | 60,471 | -110 | -0.2% | -$3,375 | 减仓 |
| ITOT | ISHARES TR | $175.00万 | 0.77% | 12,287 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $165.46万 | 0.72% | 4,841 | -1,000 | -17.1% | -$34.18万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $133.22万 | 0.58% | 24,647 | 43 | 0.2% | $2,324 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $119.84万 | 0.52% | 5,891 | -235 | -3.8% | -$4.78万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $113.90万 | 0.50% | 23,735 | -2,200 | -8.5% | -$10.56万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $113.53万 | 0.50% | 23,610 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $110.95万 | 0.49% | 18,000 | -6,750 | -27.3% | -$41.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.18万 | 0.45% | 4,221 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $97.63万 | 0.43% | 8,696 | -602 | -6.5% | -$6.76万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $95.03万 | 0.42% | 10,084 | 10,084 | — | $95.03万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $91.58万 | 0.40% | 26,990 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $90.56万 | 0.40% | 19,580 | -1,000 | -4.9% | -$4.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $81.92万 | 0.36% | 2,785 | -75 | -2.6% | -$2.21万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $81.70万 | 0.36% | 10,420 | -531 | -4.8% | -$4.16万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $72.74万 | 0.32% | 29,391 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.13万 | 0.29% | 10,476 | -4,569 | -30.4% | -$29.28万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $66.85万 | 0.29% | 11,419 | -246 | -2.1% | -$1.44万 | 减仓 |
| IEFA | ISHARES TR | $65.72万 | 0.29% | 7,260 | 7,260 | — | $65.72万 | 新建仓 |
| BMAY | INNOVATOR ETFS TRUST | $57.44万 | 0.25% | 12,800 | -200 | -1.5% | -$8,975 | 减仓 |
| STGW | STAGWELL INC | $56.61万 | 0.25% | 90,000 | -500,882 | -84.8% | -$315.05万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $55.79万 | 0.24% | 7,576 | -2,348 | -23.7% | -$17.29万 | 减仓 |
| VB | VANGUARD INDEX FDS | $54.72万 | 0.24% | 2,089 | -823 | -28.3% | -$21.56万 | 减仓 |
| IBB | ISHARES TR | $54.71万 | 0.24% | 3,240 | -900 | -21.7% | -$15.20万 | 减仓 |
| IWR | ISHARES TR | $52.59万 | 0.23% | 5,409 | -316 | -5.5% | -$3.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $52.19万 | 0.23% | 748 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $48.95万 | 0.21% | 3,684 | -1,110 | -23.2% | -$14.75万 | 减仓 |
| IJH | ISHARES TR | $48.32万 | 0.21% | 7,155 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $47.46万 | 0.21% | 1,754 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $46.13万 | 0.20% | 10,000 | -205 | -2.0% | -$9,457 | 减仓 |
| VV | VANGUARD INDEX FDS | $41.56万 | 0.18% | 1,391 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $40.15万 | 0.18% | 11,076 | -1,655 | -13.0% | -$6.00万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $40.02万 | 0.18% | 3,511 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $39.51万 | 0.17% | 5,664 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $38.40万 | 0.17% | 3,501 | -162 | -4.4% | -$1.78万 | 减仓 |
| — | EXXON MOBIL CORP | $36.65万 | 0.16% | 2,160 | -1 | -0.0% | -$170 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $36.05万 | 0.16% | 2,459 | 7 | 0.3% | $1,026 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.07万 | 0.15% | 1,584 | -23 | -1.4% | -$4,947 | 减仓 |
| GOOGL | ALPHABET INC | $33.84万 | 0.15% | 1,177 | -124 | -9.5% | -$3.57万 | 减仓 |
| BAC | BANK AMERICA CORP | $32.59万 | 0.14% | 6,686 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $32.59万 | 0.14% | 1,500 | 4 | 0.3% | $869 | 加仓 |
| AMZN | AMAZON COM INC | $31.73万 | 0.14% | 1,523 | -452 | -22.9% | -$9.42万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $29.48万 | 0.13% | 675 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.48万 | 0.12% | 402 | -10 | -2.4% | -$7,085 | 减仓 |
| HD | HOME DEPOT INC | $27.82万 | 0.12% | 846 | -222 | -20.8% | -$7.30万 | 减仓 |
| EFG | ISHARES TR | $27.25万 | 0.12% | 2,447 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $26.14万 | 0.11% | 309 | -5 | -1.6% | -$4,230 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $25.11万 | 0.11% | 5,140 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $25.04万 | 0.11% | 4,228 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $24.86万 | 0.11% | 2,096 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $23.62万 | 0.10% | 3,063 | -274 | -8.2% | -$2.11万 | 减仓 |
| META | META PLATFORMS INC | $22.55万 | 0.10% | 394 | -1,001 | -71.8% | -$57.28万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $21.55万 | 0.09% | 7,000 | 0 | 0.0% | — | 不变 |
| PLBC | PLUMAS BANCORP | $20.61万 | 0.09% | 4,228 | 4,228 | — | $20.61万 | 新建仓 |
| TER | TERADYNE INC | $20.10万 | 0.09% | 678 | 678 | — | $20.10万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $20.00万 | 0.09% | 3,265 | 3,265 | — | $20.00万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -25,257 | -100.0% | -$66.25万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,800 | -100.0% | -$38.96万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -965 | -100.0% | -$33.41万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -674 | -100.0% | -$29.96万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -780 | -100.0% | -$24.48万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -860 | -100.0% | -$22.78万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -552 | -100.0% | -$21.88万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,394 | -100.0% | -$21.62万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -790 | -100.0% | -$20.23万 | 清仓 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$7.20万 | 清仓 |