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CFO4Life Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CFO4Life Group, LLC
报告期 2026-03-31 · CIK 0001706351
持仓数
210
前50大市值合计
$563.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 139 项
建仓 13
增持 94
减持 20
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
-$7.3M
316,870
+1%
减持
NEAR
ISHARES U S ETF TR
-$3.6M
5,704
-93%
清仓
MMM
3M CO
-$2.7M
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。
增持
VOO
VANGUARD INDEX FDS
+$2.1M
118,190
+5%
减持
LII
LENNOX INTL INC
-$2.0M
14,353
-19%
减持
DAR
DARLING INGREDIENTS INC
-$2.0M
394,884
-12%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.8M
359,345
+10%
增持
AAPL
APPLE INC
+$1.1M
138,507
+3%
减持
—
ALTERYX INC
-$1.1M
52,877
-8%
增持
MSFT
MICROSOFT CORP
+$1.0M
39,944
+6%
增持
VXF
VANGUARD INDEX FDS
+$943.0K
75,739
+11%
建仓
DHR
DANAHER CORPORATION
+$822.0K
2,700
建仓
TGT
TARGET CORP
+$762.0K
3,332
清仓
WSM
WILLIAMS SONOMA INC
-$719.0K
0
-100%
清仓
PH
PARKER-HANNIFIN CORP
-$645.0K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$640.0K
0
-100%
建仓
—
ICON PLC
+$639.0K
2,439
建仓
NTAP
NETAPP INC
+$619.0K
6,894
建仓
—
CHUBB LIMITED
+$597.0K
3,439
建仓
—
LABORATORY CORP AMER HLDGS
+$592.0K
2,105
建仓
DOV
DOVER CORP
+$591.0K
3,798
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$543.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$488.0K
1,093
+10%
增持
GOOG
ALPHABET INC
+$449.0K
1,389
+7%
增持
JNJ
JOHNSON & JOHNSON
+$448.0K
12,474
+31%
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$433.0K
8,576
增持
IUSB
ISHARES TR
+$430.0K
58,805
+16%
增持
HD
HOME DEPOT INC
+$403.0K
25,248
+2%
增持
MTUM
ISHARES TR
+$337.0K
111,195
+0%
增持
WM
WASTE MGMT INC DEL
+$318.0K
32,825
+0%
增持
JPM
JPMORGAN CHASE & CO
+$316.0K
9,877
+18%
增持
GSLC
GOLDMAN SACHS ETF TR
+$314.0K
34,379
+12%
增持
WMT
WALMART INC
+$282.0K
22,732
+11%
增持
FDX
FEDEX CORP
-$281.0K
4,034
+3%
建仓
BAC
BK OF AMERICA CORP
+$275.0K
6,488
增持
QUAL
ISHARES TR
+$272.0K
151,687
+2%
建仓
ABT
ABBOTT LABS
+$267.0K
2,262
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$266.0K
4,500
-49%
增持
QQQ
INVESCO QQQ TR
+$258.0K
2,198
+47%
增持
PFE
PFIZER INC
+$247.0K
34,159
+9%
增持
VLUE
ISHARES TR
+$245.0K
201,038
+6%
清仓
BE
BLOOM ENERGY CORP
-$245.0K
0
-100%
减持
USMV
ISHARES TR
-$240.0K
32,340
-9%
建仓
COST
COSTCO WHSL CORP NEW
+$240.0K
533
建仓
EEM
ISHARES TR
+$237.0K
4,710
增持
V
VISA INC
-$230.0K
31,361
+2%
增持
IXUS
ISHARES TR
+$230.0K
31,177
+15%
清仓
BSV
VANGUARD BD INDEX FDS
-$229.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$221.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$221.0K
0
-100%
清仓
—
CHURCHILL CAPITAL CORP IV
-$220.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$212.0K
21,568
+4%
增持
GSIE
GOLDMAN SACHS ETF TR
+$212.0K
56,386
+15%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$211.0K
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$203.0K
0
-100%
建仓
—
CUSHMAN WAKEFIELD PLC
+$192.0K
10,325
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$181.0K
1,425
+14%
增持
PWR
QUANTA SVCS INC
+$181.0K
7,008
+3%
增持
IJR
ISHARES TR
-$173.0K
96,532
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$173.0K
69,618
-5%
增持
BND
VANGUARD BD INDEX FDS
+$171.0K
15,064
+16%
增持
CSCO
CISCO SYS INC
+$154.0K
31,317
+7%
增持
TSLA
TESLA INC
+$152.0K
578
+33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$152.0K
23,041
+25%
增持
COP
CONOCOPHILLIPS
+$148.0K
12,412
+9%
增持
—
GARMIN LTD
+$143.0K
4,791
+15%
增持
META
FACEBOOK INC
+$135.0K
8,503
+7%
增持
NVDA
NVIDIA CORPORATION
+$129.0K
2,235
+436%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$128.0K
3,176
+19%
增持
—
BLACKROCK INC
-$128.0K
3,750
+0%
增持
CMCSA
COMCAST CORP NEW
+$116.0K
17,796
+15%
增持
PEP
PEPSICO INC
+$112.0K
18,312
+3%
增持
DIS
DISNEY WALT CO
+$112.0K
4,181
+24%
增持
PYPL
PAYPAL HLDGS INC
+$107.0K
2,409
+35%
增持
—
LAM RESEARCH CORP
-$106.0K
1,446
+1%
增持
TXN
TEXAS INSTRS INC
+$104.0K
2,615
+26%
增持
C
CITIGROUP INC
+$101.0K
15,893
+11%
增持
MA
MASTERCARD INCORPORATED
-$95.0K
14,420
+3%
减持
AMGN
AMGEN INC
-$86.0K
1,552
-9%
增持
YUM
YUM BRANDS INC
+$79.0K
3,117
+19%
增持
AMAT
APPLIED MATLS INC
-$78.0K
7,539
+2%
减持
CRL
CHARLES RIV LABS INTL INC
+$74.0K
2,275
-3%
增持
QRVO
QORVO INC
-$73.0K
3,431
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$72.0K
4,951
+19%
减持
SBNY
SIGNATURE BK NEW YORK N Y
+$72.0K
3,240
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$71.0K
1,416
+11%
增持
—
MEDTRONIC PLC
+$66.0K
2,244
+29%
增持
ALLY
ALLY FINL INC
+$64.0K
13,172
+8%
增持
EW
EDWARDS LIFESCIENCES CORP
+$62.0K
3,180
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$61.0K
3,006
+8%
增持
AMZN
AMAZON COM INC
-$59.0K
2,445
+4%
增持
UNP
UNION PAC CORP
+$56.0K
2,987
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$54.0K
195
+4%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$50.0K
3,792
+4%
增持
BDX
BECTON DICKINSON & CO
+$41.0K
1,064
+17%
减持
FSK
FS KKR CAP CORP
-$40.0K
24,268
-9%
减持
LEN/B
LENNAR CORP
-$38.0K
7,961
-1%
增持
KO
COCA COLA CO
+$38.0K
15,591
+8%
减持
ARKK
ARK ETF TR
-$38.0K
1,857
-0%
减持
CVX
CHEVRON CORP NEW
-$35.0K
8,514
-1%
增持
DIVO
AMPLIFY ETF TR
+$31.0K
17,232
+8%
增持
—
RETAIL PPTYS AMER INC
+$27.0K
18,001
+1%
减持
GSBD
GOLDMAN SACHS BDC INC
-$27.0K
12,758
-4%
增持
NVS
NOVARTIS AG
-$26.0K
6,182
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$26.0K
13,930
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$25.0K
4,787
+5%
增持
LKQ
LKQ CORP
+$24.0K
14,152
+1%
减持
PM
PHILIP MORRIS INTL INC
-$23.0K
3,552
-2%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$23.0K
48,898
+2%
增持
LMT
LOCKHEED MARTIN CORP
-$21.0K
1,346
+5%
增持
—
INDEPENDENT BANK GROUP INC
-$21.0K
7,915
+0%
增持
MCD
MCDONALDS CORP
+$20.0K
1,862
+0%
增持
—
EXXON MOBIL CORP
+$19.0K
28,379
+9%
增持
T
AT&T INC
-$18.0K
25,280
+4%
减持
GBDC
GOLUB CAP BDC INC
-$17.0K
17,535
-8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$16.0K
4,477
+6%
增持
KMI
KINDER MORGAN INC DEL
-$16.0K
13,270
+2%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$10.0K
5,937
+4%
增持
MDU
MDU RES GROUP INC
+$10.0K
21,030
+7%
增持
ENB
ENBRIDGE INC
+$10.0K
17,203
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.0K
6,833
+6%
增持
DBEF
DBX ETF TR
+$9.0K
32,879
+0%
增持
PB
PROSPERITY BANCSHARES INC
-$9.0K
31,202
+1%
增持
VTI
VANGUARD INDEX FDS
-$8.0K
17,558
+0%
增持
PAGP
PLAINS GP HLDGS L P
-$8.0K
10,363
+3%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$6.0K
28,616
+1%
增持
IWF
ISHARES TR
+$6.0K
2,110
+0%
减持
—
BRAINSTORM CELL THERAPEUTICS
-$6.0K
12,000
-0%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$5.0K
407,458
+1%
增持
VUG
VANGUARD INDEX FDS
+$5.0K
1,295
+0%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
-$5.0K
41,659
+2%
增持
CII
BLACKROCK ENHANCD CAP & INM
-$4.0K
28,776
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0K
1,726
-1%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$2.0K
28,596
+0%
增持
MO
ALTRIA GROUP INC
+$2.0K
7,918
+6%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$1.0K
11,514
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$1.0K
4,031
+2%
减持
WFC
WELLS FARGO CO NEW
-$1.0K
5,544
-3%
增持
LYG
LLOYDS BANKING GROUP PLC
+$0
41,509
+4%
