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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 65
增持 14
减持 5
清仓 66
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$21.7M
46,320
+3530%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$20.9M
0
-100%
建仓
AVUS
AMERICAN CENTY ETF TR
+$13.9M
123,990
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。
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$13.3M
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$12.6M
0
-100%
减持
IVV
ISHARES TR
-$11.5M
3,093
-85%
增持
VTI
VANGUARD INDEX FDS
+$11.2M
109,733
+41%
增持
AAPL
APPLE INC
+$10.9M
45,200
+720%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$10.7M
0
-100%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$10.6M
0
-100%
清仓
DFEM
DIMENSIONAL ETF TRUST
-$9.7M
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$9.0M
14,694
清仓
SCHR
SCHWAB STRATEGIC TR
-$8.7M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.4M
237,462
+1253%
建仓
OKTA
OKTA INC
+$8.1M
93,805
建仓
TFLR
T ROWE PRICE ETF INC
+$7.7M
149,999
建仓
DFAU
DIMENSIONAL ETF TRUST
+$7.6M
161,512
清仓
EFA
ISHARES TR
-$7.4M
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$7.0M
10,951
-89%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.3M
15,045
-88%
清仓
IWF
ISHARES TR
-$6.2M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
9,682
+733%
建仓
VOO
VANGUARD INDEX FDS
+$5.4M
8,618
清仓
DIHP
DIMENSIONAL ETF TRUST
-$4.5M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$4.3M
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$4.2M
0
-100%
清仓
DISV
DIMENSIONAL ETF TRUST
-$4.1M
0
-100%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$3.9M
0
-100%
建仓
BAPR
INNOVATOR ETFS TRUST
+$3.8M
79,828
清仓
IWD
ISHARES TR
-$3.8M
0
-100%
建仓
DVY
ISHARES TR
+$3.8M
26,862
清仓
IWN
ISHARES TR
-$3.8M
0
-100%
建仓
BDEC
INNOVATOR ETFS TRUST
+$3.7M
74,376
减持
VNQ
VANGUARD INDEX FDS
-$3.6M
33,579
-53%
清仓
IWV
ISHARES TR
-$3.5M
0
-100%
建仓
BFEB
INNOVATOR ETFS TRUST
+$3.3M
68,315
增持
VO
VANGUARD INDEX FDS
+$3.0M
11,578
+962%
清仓
—
ASTRAZENECA PLC
-$2.9M
0
-100%
建仓
BNOV
INNOVATOR ETFS TRUST
+$2.9M
65,510
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
5,770
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.9M
0
-100%
建仓
STGW
STAGWELL INC
+$2.9M
590,882
清仓
DFSD
DIMENSIONAL ETF TRUST
-$2.8M
0
-100%
建仓
BJUL
INNOVATOR ETFS TRUST
+$2.7M
53,755
建仓
VDE
VANGUARD WORLD FD
+$2.7M
21,438
建仓
IQLT
ISHARES TR
+$2.7M
58,472
清仓
IWO
ISHARES TR
-$2.6M
0
-100%
建仓
BMAR
INNOVATOR ETFS TRUST
+$2.6M
48,290
清仓
IWB
ISHARES TR
-$2.6M
0
-100%
清仓
IJR
ISHARES TR
-$2.5M
0
-100%
清仓
DFSU
DIMENSIONAL ETF TRUST
-$2.5M
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$2.5M
17,165
清仓
DFUV
DIMENSIONAL ETF TRUST
-$2.5M
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$2.4M
30,061
增持
SCZ
ISHARES TR
+$2.4M
69,864
+76%
清仓
SPYV
SPDR SERIES TRUST
-$2.4M
0
-100%
清仓
IWM
ISHARES TR
-$2.3M
0
-100%
建仓
BJAN
INNOVATOR ETFS TRUST
+$2.3M
41,858
清仓
SLYV
SPDR SERIES TRUST
-$2.2M
0
-100%
建仓
NJAN
INNOVATOR ETFS TRUST
+$2.1M
39,000
增持
NVDA
NVIDIA CORPORATION
+$2.1M
15,135
+314%
建仓
IJAN
INNOVATOR ETFS TRUST
+$2.0M
56,630
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$1.9M
62,124
建仓
ITOT
ISHARES TR
+$1.8M
12,287
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.7M
24,604
-55%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.7M
60,581
建仓
IYH
ISHARES TR
+$1.6M
24,750
清仓
EFV
ISHARES TR
-$1.6M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$1.5M
5,841
清仓
DFAT
DIMENSIONAL ETF TRUST
-$1.5M
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
6,126
清仓
DFIV
DIMENSIONAL ETF TRUST
-$1.3M
0
-100%
建仓
BOCT
INNOVATOR ETFS TRUST
+$1.3M
25,935
清仓
TIP
ISHARES TR
-$1.2M
0
-100%
建仓
BSEP
INNOVATOR ETFS TRUST
+$1.2M
23,610
建仓
ESGV
VANGUARD WORLD FD
+$1.1M
9,298
清仓
DFAX
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
建仓
BJUN
INNOVATOR ETFS TRUST
+$961.9K
20,580
清仓
DFEV
DIMENSIONAL ETF TRUST
-$955.5K
0
-100%
建仓
EJAN
INNOVATOR ETFS TRUST
+$912.0K
26,990
清仓
VTV
VANGUARD INDEX FDS
-$840.9K
0
-100%
清仓
DFGR
DIMENSIONAL ETF TRUST
-$766.8K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$745.4K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$718.6K
0
-100%
清仓
IWP
ISHARES TR
-$714.5K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$706.6K
29,391
建仓
IBB
ISHARES TR
+$698.7K
4,140
建仓
XLK
SELECT SECTOR SPDR TR
+$690.2K
4,794
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$685.1K
11,665
增持
META
META PLATFORMS INC
+$664.3K
1,395
+300%
清仓
IVE
ISHARES TR
-$643.1K
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$614.4K
0
-100%
建仓
BMAY
INNOVATOR ETFS TRUST
+$582.6K
13,000
清仓
SPDW
SPDR INDEX SHS FDS
-$573.5K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$569.5K
0
-100%
清仓
DFSI
DIMENSIONAL ETF TRUST
-$565.1K
0
-100%
建仓
IWR
ISHARES TR
+$551.1K
5,725
清仓
DFLV
DIMENSIONAL ETF TRUST
-$491.1K
0
-100%
清仓
MRK
MERCK & CO INC
-$481.7K
0
-100%
建仓
PJAN
INNOVATOR ETFS TRUST
+$479.8K
10,205
增持
BND
VANGUARD BD INDEX FDS
+$479.6K
9,924
+189%
建仓
A
AGILENT TECHNOLOGIES INC
+$477.7K
3,511
清仓
PG
PROCTER AND GAMBLE CO
-$473.7K
0
-100%
建仓
IJH
ISHARES TR
+$472.2K
7,155
建仓
KAPR
INNOVATOR ETFS TRUST
+$447.2K
12,731
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$446.0K
3,663
建仓
VV
VANGUARD INDEX FDS
+$437.7K
1,391
增持
VB
VANGUARD INDEX FDS
+$434.6K
2,912
+134%
清仓
AGG
ISHARES TR
-$423.3K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$389.6K
2,800
建仓
IEMG
ISHARES INC
+$380.7K
5,664
建仓
XLV
SELECT SECTOR SPDR TR
+$379.6K
2,452
建仓
BAC
BANK AMERICA CORP
+$367.7K
6,686
建仓
HD
HOME DEPOT INC
+$367.5K
1,068
增持
JPM
JPMORGAN CHASE & CO.
+$360.7K
2,860
+61%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$353.2K
1,607
清仓
DCOR
DIMENSIONAL ETF TRUST
-$321.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$320.4K
4,221
+42%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$299.6K
674
清仓
DFAE
DIMENSIONAL ETF TRUST
-$284.7K
0
-100%
建仓
EFG
ISHARES TR
+$278.8K
2,447
清仓
CEG
CONSTELLATION ENERGY CORP
-$278.7K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$278.6K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$276.0K
314
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$270.1K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$266.1K
0
-100%
清仓
DFSE
DIMENSIONAL ETF TRUST
-$260.9K
0
-100%
清仓
CSCO
CISCO SYS INC
-$260.3K
0
-100%
建仓
BAUG
INNOVATOR ETFS TRUST
+$257.2K
5,140
建仓
VXUS
VANGUARD STAR FDS
+$251.8K
3,337
建仓
IEI
ISHARES TR
+$250.2K
2,096
清仓
BX
BLACKSTONE INC
-$248.1K
0
-100%
建仓
SPMD
SPDR SERIES TRUST
+$244.8K
4,228
建仓
GOOG
ALPHABET INC
+$244.8K
780
清仓
IWS
ISHARES TR
-$243.4K
0
-100%
清仓
IJS
ISHARES TR
-$239.3K
0
-100%
建仓
CAT
CATERPILLAR INC
+$236.0K
412
清仓
ITW
ILLINOIS TOOL WKS INC
-$234.2K
0
-100%
建仓
CRM
SALESFORCE INC
+$227.8K
860
清仓
MUB
ISHARES TR
-$225.0K
0
-100%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$222.3K
0
-100%
建仓
GLD
SPDR GOLD TR
+$218.8K
552
清仓
SLYG
SPDR SERIES TRUST
-$217.9K
0
-100%
建仓
NKE
NIKE INC
+$216.2K
3,394
建仓
FLRN
SPDR SERIES TRUST
+$215.1K
7,000
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$208.5K
0
-100%
清仓
SUB
ISHARES TR
-$208.1K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$204.6K
0
-100%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$202.3K
790
增持
GOOGL
ALPHABET INC
+$167.6K
1,301
+32%
