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My Personal CFO, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
My Personal CFO, LLC
报告期 2026-03-31 · CIK 0001916366
持仓数
88
前50大市值合计
$214.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 3
增持 43
减持 3
清仓 101
方向
标的
Δ市值
现股数(环比)
减持
STGW
STAGWELL INC
-$6.4M
607,744
-60%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
67,279
+146%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.6M
64,204
+430%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$2.0M
35,298
+45%
增持
OKTA
OKTA INC
+$1.9M
105,334
+541%
建仓
IJAN
INNOVATOR ETFS TR
+$1.7M
61,150
建仓
NJAN
INNOVATOR ETFS TR
+$1.5M
39,000
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
87,794
+912%
减持
VTEB
VANGUARD MUN BD FDS
-$975.8K
12,000
-45%
建仓
EJAN
INNOVATOR ETFS TR
+$955.4K
33,890
增持
AAPL
APPLE INC
+$898.2K
25,229
+1220%
增持
BFEB
INNOVATOR ETFS TR
+$883.5K
68,900
+646%
增持
BND
VANGUARD BD INDEX FDS
+$802.5K
29,151
+607%
增持
SCZ
ISHARES TR
+$790.8K
65,268
+94%
增持
QQQ
INVESCO QQQ TR
+$777.2K
14,222
+82%
增持
BJAN
INNOVATOR ETFS TR
+$756.2K
33,160
+636%
增持
BMAR
INNOVATOR ETFS TR
+$640.8K
35,200
+220%
增持
BDEC
INNOVATOR ETFS TR
+$484.1K
55,640
+146%
增持
VNQ
VANGUARD INDEX FDS
+$462.5K
24,812
+155%
增持
PJAN
INNOVATOR ETFS TR
+$453.9K
16,214
+1002%
增持
BAPR
INNOVATOR ETFS TR
+$423.3K
56,900
+144%
增持
IQLT
ISHARES TR
+$404.8K
27,805
+1290%
增持
IWR
ISHARES TR
+$371.5K
15,211
+141%
增持
IJH
ISHARES TR
+$350.4K
1,420
+7000%
清仓
XLK
SELECT SECTOR SPDR TR
-$292.3K
0
-100%
增持
DVY
ISHARES TR
+$272.5K
23,456
+105%
增持
INTC
INTEL CORP
+$266.2K
20,481
+742%
清仓
XLRE
SELECT SECTOR SPDR TR
-$263.3K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$234.8K
13,165
+42%
增持
ESGV
VANGUARD WORLD FD
-$233.6K
27,716
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$231.8K
8,597
+57%
清仓
IWV
ISHARES TR
-$212.7K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$197.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$191.5K
6,089
+3283%
增持
AMAT
APPLIED MATLS INC
+$181.7K
7,139
+101886%
清仓
SPMD
SPDR SER TR
-$174.3K
0
-100%
清仓
ETSY
ETSY INC
-$174.2K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$166.4K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$165.3K
9,690
+142%
清仓
VV
VANGUARD INDEX FDS
-$162.2K
0
-100%
清仓
IWN
ISHARES TR
-$154.6K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$150.9K
0
-100%
清仓
ESGU
ISHARES TR
-$129.9K
0
-100%
清仓
PBE
INVESCO EXCHANGE TRADED FD T
-$127.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$125.5K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$125.0K
0
-100%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$123.9K
0
-100%
增持
POCT
INNOVATOR ETFS TR
+$123.2K
7,519
+384%
增持
PAPR
INNOVATOR ETFS TR
+$122.0K
7,009
+326%
增持
PJUL
INNOVATOR ETFS TR
+$121.8K
6,466
+334%
清仓
VXUS
VANGUARD STAR FDS
-$118.2K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$116.0K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$115.3K
50,079
+179%
增持
UNH
UNITEDHEALTH GROUP INC
-$112.9K
1,942
+194100%
增持
VDE
VANGUARD WORLD FDS
-$112.6K
16,010
+137%
清仓
CAT
CATERPILLAR INC
-$111.4K
0
-100%
清仓
BA
BOEING CO
-$110.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$109.4K
4,587
+573%
增持
TSLA
TESLA INC
+$103.2K
1,114
+7%
清仓
IWM
ISHARES TR
-$101.0K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$100.3K
0
-100%
清仓
PEP
PEPSICO INC
-$100.3K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$99.6K
0
-100%
清仓
ROST
ROSS STORES INC
-$99.5K
0
-100%
清仓
SLYV
SPDR SER TR
-$99.2K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$96.7K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$93.4K
0
-100%
清仓
GOOGL
ALPHABET INC
-$93.2K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$89.2K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$88.6K
0
-100%
增持
IVV
ISHARES TR
+$86.1K
3,149
+207%
增持
NKE
NIKE INC
-$84.8K
4,556
+15%
清仓
IEFA
ISHARES TR
-$83.5K
0
-100%
清仓
MDYV
SPDR SER TR
-$81.6K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$81.4K
0
-100%
清仓
MCD
MCDONALDS CORP
-$80.1K
0
-100%
清仓
IYJ
ISHARES TR
-$79.0K
0
-100%
清仓
POWR
ISHARES INC
-$75.3K
0
-100%
清仓
ISCV
ISHARES TR
-$75.0K
0
-100%
清仓
IJR
ISHARES TR
-$75.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$74.5K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$72.6K
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$71.4K
0
-100%
清仓
IVE
ISHARES TR
-$71.1K
0
-100%
清仓
EFV
ISHARES TR
-$69.2K
0
-100%
清仓
IVW
ISHARES TR
-$68.9K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$66.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$65.5K
4,998
+918%
清仓
ICLN
ISHARES TR
-$65.5K
0
-100%
清仓
SYY
SYSCO CORP
-$65.1K
0
-100%
清仓
TER
TERADYNE INC
-$63.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$62.9K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$62.6K
0
-100%
清仓
TKR
TIMKEN CO
-$59.8K
0
-100%
清仓
MRK
MERCK & CO INC
-$58.6K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$58.5K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$57.4K
0
-100%
清仓
PFEB
INNOVATOR ETFS TR
-$56.8K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$56.5K
0
-100%
清仓
SPYV
SPDR SER TR
-$56.0K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$55.8K
0
-100%
清仓
NFLX
NETFLIX INC
-$53.7K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$53.0K
0
-100%
清仓
AFL
AFLAC INC
-$52.8K
0
-100%
增持
IYH
ISHARES TR
-$52.7K
4,950
+123650%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$52.4K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$52.1K
0
-100%
清仓
META
META PLATFORMS INC
-$51.9K
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$50.3K
0
-100%
清仓
NSIT
INSIGHT ENTERPRISES INC
-$50.1K
0
-100%
清仓
IWB
ISHARES TR
-$49.5K
0
-100%
清仓
—
CHUBB LIMITED
-$49.4K
0
-100%
清仓
LOW
LOWES COS INC
-$49.0K
0
-100%
清仓
LOUP
INNOVATOR ETFS TR
-$48.3K
0
-100%
清仓
DE
DEERE & CO
-$48.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$47.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$46.4K
0
-100%
清仓
CSW
CSW INDUSTRIALS INC
-$46.4K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$45.4K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$45.3K
0
-100%
增持
BNOV
INNOVATOR ETFS TR
-$45.0K
25,840
+166%
清仓
TGT
TARGET CORP
-$44.4K
0
-100%
清仓
RSPU
INVESCO EXCHANGE TRADED FD T
-$44.2K
0
-100%
清仓
—
LINDE PLC
-$44.0K
0
-100%
增持
HD
HOME DEPOT INC
-$43.1K
2,065
+244%
清仓
ING
ING GROEP N.V.
-$42.6K
0
-100%
增持
BAC
BANK AMERICA CORP
-$42.5K
9,271
+102911%
清仓
BJUN
INNOVATOR ETFS TR
-$39.7K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
-$39.6K
3,503
+116667%
清仓
QCOM
QUALCOMM INC
-$38.4K
0
-100%
清仓
SO
SOUTHERN CO
-$37.7K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$37.1K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$36.6K
0
-100%
清仓
RRX
REGAL REXNORD CORPORATION
-$36.1K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$34.5K
0
-100%
清仓
GOOG
ALPHABET INC
-$33.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$33.1K
2,148
-4%
清仓
VEEV
VEEVA SYS INC
-$32.8K
0
-100%
清仓
PFE
PFIZER INC
-$32.5K
0
-100%
清仓
ABBV
ABBVIE INC
-$32.2K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$31.7K
0
-100%
清仓
BUG
GLOBAL X FDS
-$31.6K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$31.4K
0
-100%
清仓
FDX
FEDEX CORP
-$31.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$30.6K
0
-100%
清仓
IUSB
ISHARES TR
-$30.4K
0
-100%
清仓
MS
MORGAN STANLEY
-$30.4K
0
-100%
清仓
ESGE
ISHARES INC
-$30.3K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$29.7K
0
-100%
清仓
DGRO
ISHARES TR
-$29.7K
0
-100%
