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PERSONAL CFO SOLUTIONS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PERSONAL CFO SOLUTIONS, LLC

报告期 2026-03-31 · CIK 0001677501

持仓数

520

前50大市值合计

$430.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— CHUBB LTD SWITZ

COM

$62.8M

192,182

14.6%

AAPL APPLE INC

COM

$34.9M

137,617

8.1%

PJAN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$27.4M

593,514

6.4%

BALT INNOVATOR ETFS TRUST

DEFINED WLT SHLD

$18.4M

550,278

4.3%

GOOGL ALPHABET INC

CAP STK CL A

$16.4M

57,162

3.8%

IFEB INNOVATOR ETFS TRUST

INTL DEVELOPED P

$16.1M

540,694

3.7%

NVDA NVIDIA CORPORATION

COM

$15.5M

88,864

3.6%

SHV ISHARES TR

TRUST ISHARE 0-1

$14.2M

128,329

3.3%

MSFT MICROSOFT CORP

COM

$12.8M

34,622

3.0%

BJAN INNOVATOR ETFS TRUST

US EQTY BUFR JAN

$12.5M

234,460

2.9%

AMZN AMAZON COM INC

COM

$12.2M

58,801

2.8%

TMB THORNBURG ETF TR

MULTI SECTOR BD

$11.3M

444,552

2.6%

ITT ITT INC

COM

$11.3M

59,379

2.6%

GOOG ALPHABET INC

CAP STK CL C

$10.8M

37,508

2.5%

KFEB INNOVATOR ETFS TRUST

US SM CAP BUFFER

$8.5M

301,625

2.0%

XBJA INNOVATOR ETFS TRUST

US EQT ACC 9 BFR

$8.4M

269,799

2.0%

NJAN INNOVATOR ETFS TRUST

GRWT100 PWR BF

$8.4M

157,211

2.0%

IQLT ISHARES TR

MSCI INTL QUALTY

$7.3M

157,306

1.7%

EFG ISHARES TR

EAFE GRWTH ETF

$6.1M

54,775

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$6.0M

9,163

1.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$5.8M

17,107

1.3%

AVGO BROADCOM INC

COM

$5.5M

17,627

1.3%

GLD SPDR GOLD TR

GOLD SHS

$5.4M

12,564

1.3%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$5.2M

170,652

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$5.1M

10,580

1.2%

CVX CHEVRON CORPORATION

COM

$5.0M

24,262

1.2%

— EXXON MOBIL CORP

COM

$4.6M

27,189

1.1%

TSLA TESLA INC

COM

$4.5M

12,214

1.1%

META META PLATFORMS INC

CL A

$4.2M

7,392

1.0%

LLY ELI LILLY & CO

COM

$4.1M

4,480

1.0%

— LINDE PLC

SHS

$4.1M

8,309

1.0%

V VISA INC

COM CL A

$3.7M

12,336

0.9%

BA BOEING CO

COM

$3.6M

18,209

0.8%

MA MASTERCARD INCORPORATED

CL A

$3.4M

6,832

0.8%

VZ VERIZON COMMUNICATIONS INC

COM

$3.4M

67,015

0.8%

HYG ISHARES TR

IBOXX HI YD ETF

$3.4M

42,189

0.8%

JNJ JOHNSON & JOHNSON

COM

$3.3M

13,370

0.8%

AXP AMERICAN EXPRESS CO

COM

$3.2M

10,622

0.7%

RTX RTX CORPORATION

COM

$3.1M

15,831

0.7%

JPM JPMORGAN CHASE & CO

COM

$2.9M

9,851

0.7%

MRK MERCK & CO INC

COM

$2.9M

23,904

0.7%

NFLX NETFLIX INC.

COM

$2.6M

27,431

0.6%

ORCL ORACLE CORP

COM

$2.6M

17,496

0.6%

PM PHILIP MORRIS INTL INC

COM

$2.5M

15,171

0.6%

EJAN INNOVATOR ETFS TRUST

EMRGNG MKT JAN

$2.5M

74,162

0.6%

T AT&T INC

COM

$2.5M

85,776

0.6%

MO ALTRIA GROUP INC

COM

$2.4M

36,105

0.6%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$2.4M

38,677

0.6%

MCK MCKESSON CORP

COM

$2.3M

2,687

0.5%

CBRE CBRE GROUP INC

CL A

$2.3M

16,820

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

CHUBB LTD SWITZ14.6%AAPL8.1%PJAN6.4%BALT4.3%GOOGL3.8%IFEB3.7%