My Personal CFO, LLC
VANCOUVER WA · SEC CIK 0001916366
$2.56亿2026Q2 申报市值
91持仓数
57.1%前十大占比 · 第一大 15.5%
4 / 1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
VYMI 加仓+$226.94万
DFAI 加仓+$222.47万
AMZN 加仓+$150.02万
MSFT 加仓+$142.64万
TFLR 加仓+$60.70万
2026Q2 卖出最多 按季末市值估算
OKTA 减仓-$602.39万
VOO 减仓-$343.33万
AVUS 减仓-$86.40万
AAPL 减仓-$73.03万
BAPR 减仓-$55.92万
2026Q2 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 | $3,967.81万 | 15.49% | 107,227 | -1,179 | -1.1% | -$43.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,941.47万 | 7.58% | 52,047 | 3,824 | 7.9% | $142.64万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,594.64万 | 6.22% | 386,579 | 53,933 | 16.2% | $222.47万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,414.55万 | 5.52% | 110,443 | -6,746 | -5.8% | -$86.40万 | 减仓 |
| AAPL | APPLE INC | $1,177.61万 | 4.60% | 40,697 | -2,524 | -5.8% | -$73.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,060.45万 | 4.14% | 14,401 | 91 | 0.6% | $6.70万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $923.47万 | 3.60% | 183,192 | 12,041 | 7.0% | $60.70万 | 加仓 |
| OKTA | OKTA INC | $923.18万 | 3.60% | 67,657 | -44,147 | -39.5% | -$602.39万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $888.18万 | 3.47% | 171,829 | 4,829 | 2.9% | $24.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $747.39万 | 2.92% | 10,008 | 216 | 2.2% | $16.13万 | 加仓 |
| SCZ | ISHARES TR | $599.29万 | 2.34% | 72,844 | 1,648 | 2.3% | $13.56万 | 加仓 |
| DVY | ISHARES TR | $430.55万 | 1.68% | 27,546 | 273 | 1.0% | $4.27万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $381.50万 | 1.49% | 72,470 | -1,215 | -1.6% | -$6.40万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $363.91万 | 1.42% | 68,328 | -10,500 | -13.3% | -$55.92万 | 减仓 |
| AMAT | APPLIED MATLS INC | $342.77万 | 1.34% | 4,741 | -100 | -2.1% | -$7.23万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $339.65万 | 1.33% | 63,841 | -2,340 | -3.5% | -$12.45万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $330.25万 | 1.29% | 34,247 | 48 | 0.1% | $4,629 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $325.97万 | 1.27% | 33,194 | 23,110 | 229.2% | $226.94万 | 加仓 |
| VDE | VANGUARD WORLD FD | $322.72万 | 1.26% | 21,496 | 40 | 0.2% | $6,005 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $313.17万 | 1.22% | 5,391 | -500 | -8.5% | -$29.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $298.53万 | 1.17% | 37,052 | -4,892 | -11.7% | -$39.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $286.73万 | 1.12% | 5,730 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $281.67万 | 1.10% | 58,915 | -25 | -0.0% | -$1,195 | 减仓 |
| IQLT | ISHARES TR | $275.56万 | 1.08% | 55,612 | -2,137 | -3.7% | -$10.59万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $265.13万 | 1.03% | 16,777 | -388 | -2.3% | -$6.13万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $260.62万 | 1.02% | 29,656 | -62 | -0.2% | -$5,449 | 减仓 |
| NVDA | NVIDIA CORPORATION | $258.81万 | 1.01% | 12,935 | -950 | -6.8% | -$19.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $248.55万 | 0.97% | 3,619 | -4,999 | -58.0% | -$343.33万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $246.63万 | 0.96% | 41,894 | -141 | -0.3% | -$8,301 | 减仓 |
| IVV | ISHARES TR | $225.16万 | 0.88% | 3,007 | 35 | 1.2% | $2.62万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $221.51万 | 0.86% | 38,438 | -6,120 | -13.7% | -$35.27万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $215.91万 | 0.84% | 39,755 | -7,000 | -15.0% | -$38.02万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $215.64万 | 0.84% | 56,629 | -1 | -0.0% | -$38 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $215.28万 | 0.84% | 67,890 | 7,419 | 12.3% | $23.53万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $214.13万 | 0.84% | 62,084 | -40 | -0.1% | -$1,380 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $212.47万 | 0.83% | 36,000 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $201.84万 | 0.79% | 12,287 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $186.32万 | 0.73% | 7,817 | 6,294 | 413.3% | $150.02万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $162.69万 | 0.64% | 27,256 | 2,609 | 10.6% | $15.57万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $124.50万 | 0.49% | 23,610 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $115.00万 | 0.45% | 8,696 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $107.22万 | 0.42% | 16,000 | -2,000 | -11.1% | -$13.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $107.20万 | 0.42% | 4,221 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $102.86万 | 0.40% | 19,400 | -4,335 | -18.3% | -$22.98万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $97.16万 | 0.38% | 26,990 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $92.88万 | 0.36% | 19,080 | -500 | -2.6% | -$2.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $89.36万 | 0.35% | 2,730 | -55 | -2.0% | -$1.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $80.86万 | 0.32% | 11,015 | 3,439 | 45.4% | $25.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $79.94万 | 0.31% | 28,861 | -530 | -1.8% | -$1.47万 | 减仓 |
| VGT | VANGUARD WORLD FD | $71.55万 | 0.28% | 5,987 | 3 | 0.1% | $359 | 加仓 |
| IEFA | ISHARES TR | $71.32万 | 0.28% | 7,385 | 125 | 1.7% | $1.21万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $67.78万 | 0.26% | 3,558 | -126 | -3.4% | -$2.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $63.39万 | 0.25% | 2,091 | 2 | 0.1% | $606 | 加仓 |
| IBB | ISHARES TR | $61.62万 | 0.24% | 3,240 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $61.51万 | 0.24% | 12,990 | 190 | 1.5% | $8,997 | 加仓 |
| IWR | ISHARES TR | $59.68万 | 0.23% | 5,409 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $58.58万 | 0.23% | 7,519 | -2,901 | -27.8% | -$22.60万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.19万 | 0.22% | 8,026 | -2,450 | -23.4% | -$17.46万 | 减仓 |
| IJH | ISHARES TR | $55.17万 | 0.22% | 7,155 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $50.83万 | 0.20% | 1,223 | -531 | -30.3% | -$22.07万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.34万 | 0.20% | 6,144 | 6,144 | — | $50.34万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $49.49万 | 0.19% | 10,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $47.82万 | 0.19% | 1,391 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $46.64万 | 0.18% | 3,511 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $44.25万 | 0.17% | 3,462 | -39 | -1.1% | -$4,985 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $44.08万 | 0.17% | 11,076 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $42.81万 | 0.17% | 402 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $41.99万 | 0.16% | 1,175 | -2 | -0.2% | -$715 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.12万 | 0.15% | 2,466 | 7 | 0.3% | $1,110 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $39.11万 | 0.15% | 6,720 | -4,699 | -41.2% | -$27.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.50万 | 0.15% | 1,585 | 1 | 0.1% | $237 | 加仓 |
| VBR | VANGUARD INDEX FDS | $36.54万 | 0.14% | 1,504 | 4 | 0.3% | $972 | 加仓 |
| IEMG | ISHARES INC | $35.07万 | 0.14% | 4,233 | -1,431 | -25.3% | -$11.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.88万 | 0.14% | 4,049 | -1 | -0.0% | -$86 | 减仓 |
| TER | TERADYNE INC | $32.80万 | 0.13% | 678 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $31.32万 | 0.12% | 489 | 489 | — | $31.32万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $31.25万 | 0.12% | 309 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $30.46万 | 0.12% | 5,346 | -1,340 | -20.0% | -$7.64万 | 减仓 |
| EFG | ISHARES TR | $30.45万 | 0.12% | 2,447 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $29.53万 | 0.12% | 2,160 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.41万 | 0.11% | 834 | -12 | -1.4% | -$4,232 | 减仓 |
| SPMD | SPDR SERIES TRUST | $28.56万 | 0.11% | 4,228 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.58万 | 0.11% | 1,975 | 1,975 | — | $27.58万 | 新建仓 |
| BAUG | INNOVATOR ETFS TRUST | $27.56万 | 0.11% | 5,140 | 0 | 0.0% | — | 不变 |
| STGW | STAGWELL INC | $27.52万 | 0.11% | 37,035 | -52,965 | -58.9% | -$39.35万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.74万 | 0.10% | 560 | 560 | — | $26.74万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $26.08万 | 0.10% | 3,051 | -12 | -0.4% | -$1,026 | 减仓 |
| PLBC | PLUMAS BANCORP | $24.74万 | 0.10% | 4,228 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $24.62万 | 0.10% | 2,096 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $21.59万 | 0.08% | 7,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $20.79万 | 0.08% | 369 | -25 | -6.3% | -$1.41万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,265 | -100.0% | -$20.00万 | 清仓 |