Personal Cfo Solutions, LLC 13F 持仓 · 2026年Q2
Personal Cfo Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 529 只证券，申报市值合计 6.92 亿美元。前几大持仓：CB（9.90%）、AAPL（6.15%）、GOOG（2.91%）。本季前 25 大持仓中：新建仓 1 只、增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | $68.5M | 9.90% | 200,378 | 增持 |
| 2 | AAPL | APPLE INC | $42.6M | 6.15% | 147,071 | 增持 |
| 3 | GOOG | ALPHABET INC | $20.1M | 2.91% | 56,356 | 增持 |
| 4 | BALT | INNOVATOR ETFS TRUST | $19.3M | 2.79% | 563,980 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $18.9M | 2.73% | 94,496 | 增持 |
| 6 | AMZN | AMAZON COM INC | $15.2M | 2.20% | 63,968 | 增持 |
| 7 | EFA | ISHARES TR | $14.3M | 2.07% | 137,598 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $13.5M | 1.96% | 36,298 | 增持 |
| 9 | GOOGL | ALPHABET INC | $13.0M | 1.88% | 36,890 | 减持 |
| 10 | TMB | THORNBURG ETF TR | $11.8M | 1.71% | 466,553 | 增持 |
| 11 | ITT | ITT INC | $11.8M | 1.70% | 59,338 | 减持 |
| 12 | IWF | ISHARES TR | $9.7M | 1.41% | 78,298 | 新建仓 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.7M | 1.25% | 18,102 | 增持 |
| 14 | IQLT | ISHARES TR | $8.1M | 1.17% | 163,109 | 增持 |
| 15 | EFG | ISHARES TR | $6.9M | 0.99% | 55,301 | 增持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 0.97% | 8,989 | 减持 |
| 17 | AVGO | BROADCOM INC | $6.5M | 0.93% | 17,087 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.4M | 0.78% | 10,769 | 增持 |
| 19 | TSLA | TESLA INC | $5.4M | 0.78% | 12,910 | 增持 |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.9M | 0.71% | 5,097 | 减持 |
| 21 | LLY | ELI LILLY & CO | $4.8M | 0.70% | 4,041 | 减持 |
| 22 | META | META PLATFORMS INC | $4.8M | 0.69% | 8,533 | 增持 |
| 23 | LIN | LINDE PLC | $4.4M | 0.64% | 8,498 | 增持 |
| 24 | GLD | SPDR GOLD TR | $4.2M | 0.60% | 11,346 | 减持 |
| 25 | CVX | CHEVRON CORPORATION | $4.0M | 0.58% | 24,314 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR