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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 67
增持 6
减持 13
清仓 64
方向
标的
Δ市值
现股数(环比)
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$20.9M
248,946
减持
MSFT
MICROSOFT CORP
-$17.4M
1,276
-96%
清仓
AVUS
AMERICAN CENTY ETF TR
-$14.0M
0
-100%
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。
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$13.3M
165,923
建仓
DFAC
DIMENSIONAL ETF TRUST
+$12.6M
325,976
增持
IVV
ISHARES TR
+$11.6M
20,361
+522%
清仓
OKTA
OKTA INC
-$11.0M
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$10.7M
284,045
建仓
DFSV
DIMENSIONAL ETF TRUST
+$10.6M
333,662
减持
AAPL
APPLE INC
-$10.0M
5,510
-90%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$9.7M
301,360
减持
VTI
VANGUARD INDEX FDS
-$8.8M
77,866
-31%
建仓
SCHR
SCHWAB STRATEGIC TR
+$8.7M
347,192
清仓
QQQ
INVESCO QQQ TR
-$8.5M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$7.5M
99,022
+2204%
建仓
EFA
ISHARES TR
+$7.4M
79,724
清仓
DFAU
DIMENSIONAL ETF TRUST
-$6.8M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.4M
121,644
+711%
建仓
IWF
ISHARES TR
+$6.2M
13,155
减持
SPY
SPDR S&P 500 ETF TR
-$5.6M
1,163
-89%
清仓
VOO
VANGUARD INDEX FDS
-$4.9M
0
-100%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$4.5M
148,801
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$4.3M
60,193
建仓
VTIP
VANGUARD MALVERN FDS
+$4.2M
82,592
清仓
BAPR
INNOVATOR ETFS TRUST
-$4.2M
0
-100%
建仓
DISV
DIMENSIONAL ETF TRUST
+$4.1M
114,395
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$3.9M
119,576
建仓
IWD
ISHARES TR
+$3.8M
18,811
建仓
IWN
ISHARES TR
+$3.8M
21,255
减持
VO
VANGUARD INDEX FDS
-$3.6M
1,090
-92%
减持
DFAI
DIMENSIONAL ETF TRUST
-$3.6M
17,547
-86%
增持
VNQ
VANGUARD INDEX FDS
+$3.6M
71,956
+112%
建仓
IWV
ISHARES TR
+$3.5M
9,286
清仓
BFEB
INNOVATOR ETFS TRUST
-$3.4M
0
-100%
清仓
BDEC
INNOVATOR ETFS TRUST
-$3.4M
0
-100%
清仓
ESGV
VANGUARD WORLD FD
-$3.0M
0
-100%
建仓
—
ASTRAZENECA PLC
+$2.9M
38,411
清仓
DVY
ISHARES TR
-$2.9M
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.9M
20,322
清仓
BJUL
INNOVATOR ETFS TRUST
-$2.8M
0
-100%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$2.8M
57,733
清仓
VDE
VANGUARD WORLD FD
-$2.7M
0
-100%
清仓
BNOV
INNOVATOR ETFS TRUST
-$2.7M
0
-100%
建仓
IWO
ISHARES TR
+$2.6M
8,129
清仓
IQLT
ISHARES TR
-$2.6M
0
-100%
建仓
IWB
ISHARES TR
+$2.6M
6,979
建仓
IJR
ISHARES TR
+$2.5M
21,457
建仓
DFSU
DIMENSIONAL ETF TRUST
+$2.5M
59,358
清仓
STGW
STAGWELL INC
-$2.5M
0
-100%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$2.5M
55,093
清仓
BMAR
INNOVATOR ETFS TRUST
-$2.4M
0
-100%
清仓
TFLR
T ROWE PRICE ETF INC
-$2.4M
0
-100%
建仓
SPYV
SPDR SERIES TRUST
+$2.4M
42,850
建仓
IWM
ISHARES TR
+$2.3M
9,668
清仓
BJAN
INNOVATOR ETFS TRUST
-$2.3M
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$2.3M
0
-100%
清仓
SPYM
SPDR SERIES TRUST
-$2.3M
0
-100%
建仓
SLYV
SPDR SERIES TRUST
+$2.2M
25,275
清仓
NJAN
INNOVATOR ETFS TRUST
-$2.0M
0
-100%
清仓
IJAN
INNOVATOR ETFS TRUST
-$1.9M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
55,198
+140%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
3,653
-77%
减持
SCZ
ISHARES TR
-$1.8M
39,687
-40%
清仓
ITOT
ISHARES TR
-$1.7M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$1.6M
0
-100%
建仓
EFV
ISHARES TR
+$1.6M
22,972
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.5M
25,679
清仓
IYH
ISHARES TR
-$1.4M
0
-100%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
28,249
清仓
AMAT
APPLIED MATLS INC
-$1.3M
0
-100%
减持
META
META PLATFORMS INC
-$1.3M
349
-83%
建仓
TIP
ISHARES TR
+$1.2M
10,646
清仓
BOCT
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.1M
33,627
清仓
BSEP
INNOVATOR ETFS TRUST
-$1.0M
0
-100%
清仓
W
WAYFAIR INC
-$987.1K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$967.6K
0
-100%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$955.5K
29,963
清仓
BJUN
INNOVATOR ETFS TRUST
-$900.6K
0
-100%
清仓
EJAN
INNOVATOR ETFS TRUST
-$864.7K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$840.9K
4,509
建仓
DFGR
DIMENSIONAL ETF TRUST
+$766.8K
28,078
建仓
SCHX
SCHWAB STRATEGIC TR
+$745.4K
28,299
清仓
HD
HOME DEPOT INC
-$721.2K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$718.6K
2,320
建仓
IWP
ISHARES TR
+$714.5K
5,017
清仓
IBB
ISHARES TR
-$650.3K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$648.2K
0
-100%
建仓
IVE
ISHARES TR
+$643.1K
3,114
清仓
XLK
SELECT SECTOR SPDR TR
-$624.7K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$614.4K
6,173
建仓
SPDW
SPDR INDEX SHS FDS
+$573.5K
13,403
清仓
BMAY
INNOVATOR ETFS TRUST
-$571.8K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$569.5K
12,166
建仓
DFSI
DIMENSIONAL ETF TRUST
+$565.1K
13,801
清仓
IWR
ISHARES TR
-$525.9K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$491.1K
14,926
建仓
MRK
MERCK & CO INC
+$481.7K
5,739
建仓
PG
PROCTER AND GAMBLE CO
+$473.7K
3,083
清仓
PJAN
INNOVATOR ETFS TRUST
-$449.5K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$448.4K
0
-100%
清仓
DIS
DISNEY WALT CO
-$446.6K
0
-100%
清仓
IJH
ISHARES TR
-$442.8K
0
-100%
建仓
AGG
ISHARES TR
+$423.3K
4,222
清仓
A
AGILENT TECHNOLOGIES INC
-$413.0K
0
-100%
清仓
KAPR
INNOVATOR ETFS TRUST
-$412.3K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$410.7K
3,435
-62%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$399.6K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$396.7K
0
-100%
减持
AMZN
AMAZON COM INC
-$393.5K
1,556
-54%
清仓
SDY
SPDR SERIES TRUST
-$380.0K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$370.0K
1,245
-57%
清仓
GOOG
ALPHABET INC
-$349.3K
0
-100%
清仓
IEMG
ISHARES INC
-$341.1K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$328.7K
0
-100%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$321.7K
4,472
清仓
BAC
BANK AMERICA CORP
-$314.1K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$307.8K
0
-100%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$284.7K
9,031
清仓
XLP
SELECT SECTOR SPDR TR
-$283.8K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$282.9K
1,778
-39%
建仓
CEG
CONSTELLATION ENERGY CORP
+$278.7K
847
建仓
BIV
VANGUARD BD INDEX FDS
+$278.6K
3,568
清仓
EFG
ISHARES TR
-$274.1K
0
-100%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$270.1K
5,377
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$266.5K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$266.1K
1,524
建仓
DFSE
DIMENSIONAL ETF TRUST
+$260.9K
6,350
建仓
CSCO
CISCO SYS INC
+$260.3K
3,804
清仓
IEI
ISHARES TR
-$249.6K
0
-100%
建仓
BX
BLACKSTONE INC
+$248.1K
1,452
建仓
IWS
ISHARES TR
+$243.4K
1,743
建仓
IJS
ISHARES TR
+$239.3K
2,164
建仓
ITW
ILLINOIS TOOL WKS INC
+$234.2K
898
清仓
SPMD
SPDR SERIES TRUST
-$229.9K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$228.6K
0
-100%
清仓
CRM
SALESFORCE INC
-$225.5K
0
-100%
建仓
MUB
ISHARES TR
+$225.0K
2,113
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$222.3K
1,134
清仓
VXUS
VANGUARD STAR FDS
-$221.4K
0
-100%
清仓
NFLX
NETFLIX INC
-$219.6K
0
-100%
建仓
SLYG
SPDR SERIES TRUST
+$217.9K
2,311
清仓
GS
GOLDMAN SACHS GROUP INC
-$215.9K
0
-100%
清仓
FLRN
SPDR SERIES TRUST
-$215.8K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$208.5K
4,215
建仓
SUB
ISHARES TR
+$208.1K
1,949
建仓
IAU
ISHARES GOLD TR
+$204.6K
2,812
增持
SCHB
SCHWAB STRATEGIC TR
+$174.0K
30,144
+20%
建仓
TMC
TMC THE METALS COMPANY INC
+$127.4K
20,000
