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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 80
减持 32
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
+$10.5M
318,021
+0%
增持
VOO
VANGUARD INDEX FDS
+$7.5M
123,945
+5%
增持
AAPL
APPLE INC
+$5.2M
139,606
+1%
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
VLUE
ISHARES TR
+$3.1M
213,611
+6%
增持
QUAL
ISHARES TR
+$2.8M
156,639
+3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.5M
409,203
+14%
增持
MSFT
MICROSOFT CORP
+$2.5M
40,791
+2%
增持
HD
HOME DEPOT INC
+$2.3M
25,540
+1%
增持
MTUM
ISHARES TR
+$1.4M
115,107
+4%
增持
VXF
VANGUARD INDEX FDS
+$1.2M
82,113
+8%
增持
—
INDEPENDENT BANK GROUP INC
+$1.1M
23,435
+196%
建仓
GILD
GILEAD SCIENCES INC
+$1.1M
14,754
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$1.0M
8,409
-71%
清仓
CRL
CHARLES RIV LABS INTL INC
-$939.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$912.0K
4,987
减持
CSX
CSX CORP
+$847.0K
109,956
-1%
建仓
ON
ON SEMICONDUCTOR CORP
+$783.0K
11,521
减持
LII
LENNOX INTL INC
-$779.0K
10,613
-26%
清仓
—
GARMIN LTD
-$745.0K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$724.0K
11,316
建仓
—
SYNOVUS FINL CORP
+$709.0K
14,809
减持
CMCSA
COMCAST CORP NEW
-$707.0K
5,715
-68%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$682.0K
83,459
+20%
建仓
DELL
DELL TECHNOLOGIES INC
+$667.0K
11,877
增持
—
ALTERYX INC
-$660.0K
52,977
+0%
清仓
MDU
MDU RES GROUP INC
-$624.0K
0
-100%
增持
GOOG
ALPHABET INC
+$624.0K
1,495
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$615.0K
3,564
+19%
增持
GSLC
GOLDMAN SACHS ETF TR
+$613.0K
37,534
+9%
增持
GOOGL
ALPHABET INC
+$612.0K
1,220
+12%
清仓
QRVO
QORVO INC
-$574.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$528.0K
21,659
+0%
减持
WM
WASTE MGMT INC DEL
+$505.0K
32,403
-1%
增持
IUSB
ISHARES TR
+$461.0K
67,862
+15%
减持
PFE
PFIZER INC
+$458.0K
32,633
-4%
减持
V
VISA INC
-$436.0K
30,225
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$409.0K
31,557
+37%
增持
GSIE
GOLDMAN SACHS ETF TR
+$398.0K
65,918
+17%
增持
IXUS
ISHARES TR
+$396.0K
36,786
+18%
清仓
—
ZIX CORP
-$389.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$386.0K
3,327
清仓
YUM
YUM BRANDS INC
-$381.0K
0
-100%
建仓
EFA
ISHARES TR
+$365.0K
4,642
清仓
EW
EDWARDS LIFESCIENCES CORP
-$360.0K
0
-100%
增持
—
LAM RESEARCH CORP
+$357.0K
1,641
+13%
增持
VTI
VANGUARD INDEX FDS
+$346.0K
17,583
+0%
建仓
DVY
ISHARES TR
+$332.0K
2,710
增持
UNP
UNION PAC CORP
+$319.0K
3,594
+20%
增持
AMAT
APPLIED MATLS INC
+$318.0K
8,193
+9%
增持
DIVO
AMPLIFY ETF TR
+$295.0K
23,497
+36%
增持
ABBV
ABBVIE INC
+$289.0K
4,381
+56%
建仓
NKE
NIKE INC
+$287.0K
1,722
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$265.0K
13,676
+59%
减持
C
CITIGROUP INC
-$265.0K
14,074
-11%
减持
PYPL
PAYPAL HLDGS INC
-$263.0K
1,929
-20%
清仓
BDX
BECTON DICKINSON & CO
-$262.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$258.0K
4,407
增持
DHR
DANAHER CORPORATION
+$256.0K
3,276
+21%
减持
CSCO
CISCO SYS INC
+$254.0K
30,907
-1%
建仓
IJK
ISHARES TR
+$252.0K
2,950
建仓
EIX
EDISON INTL
+$251.0K
3,680
建仓
GLD
SPDR GOLD TR
+$249.0K
1,458
建仓
KRG
KITE RLTY GROUP TR
+$246.0K
11,275
建仓
CAT
CATERPILLAR INC
+$238.0K
1,153
减持
—
BLACKROCK INC
+$236.0K
3,693
-2%
建仓
FFIN
FIRST FINL BANKSHARES INC
+$235.0K
4,625
清仓
—
RETAIL PPTYS AMER INC
-$232.0K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$225.0K
768
建仓
—
VERITEX HLDGS INC
+$219.0K
5,510
建仓
—
SPIRIT RLTY CAP INC NEW
+$216.0K
4,481
建仓
JBHT
HUNT J B TRANS SVCS INC
+$212.0K
1,038
建仓
BITO
PROSHARES TR
+$211.0K
7,303
建仓
SCHX
SCHWAB STRATEGIC TR
+$210.0K
1,846
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$209.0K
1,533
+8%
建仓
COR
AMERISOURCEBERGEN CORP
+$206.0K
1,552
清仓
ARKK
ARK ETF TR
-$205.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$204.0K
0
-100%
建仓
AME
AMETEK INC
+$204.0K
1,387
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$202.0K
3,575
+13%
清仓
BIDU
BAIDU INC
-$200.0K
0
-100%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$194.0K
3,327
+3%
减持
NVDA
NVIDIA CORPORATION
+$194.0K
2,232
-0%
增持
FDX
FEDEX CORP
+$184.0K
4,134
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$183.0K
7,945
+66%
增持
LEN/B
LENNAR CORP
+$182.0K
8,363
+5%
增持
BAC
BK OF AMERICA CORP
+$182.0K
10,274
+58%
减持
PEP
PEPSICO INC
+$178.0K
16,877
-8%
增持
TGT
TARGET CORP
+$178.0K
4,063
+22%
增持
LKQ
LKQ CORP
+$174.0K
14,752
+4%
减持
IJR
ISHARES TR
-$166.0K
90,592
-6%
减持
AMZN
AMAZON COM INC
-$166.0K
2,359
-4%
增持
AMGN
AMGEN INC
+$160.0K
2,178
+40%
增持
BND
VANGUARD BD INDEX FDS
+$159.0K
17,067
+13%
增持
CVX
CHEVRON CORP NEW
+$153.0K
8,665
+2%
增持
—
ICON PLC
+$152.0K
2,555
+5%
增持
—
CHUBB LIMITED
+$144.0K
3,836
+12%
增持
JPM
JPMORGAN CHASE & CO
+$141.0K
11,104
+12%
增持
DOV
DOVER CORP
+$137.0K
4,008
+6%
减持
MA
MASTERCARD INCORPORATED
+$130.0K
14,314
-1%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$124.0K
410,640
+1%
减持
DIS
DISNEY WALT CO
-$124.0K
3,764
-10%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$113.0K
33,201
-20%
增持
COST
COSTCO WHSL CORP NEW
+$112.0K
619
+16%
增持
—
LABORATORY CORP AMER HLDGS
+$106.0K
2,221
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$104.0K
5,660
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$96.0K
1,762
+2%
增持
ABT
ABBOTT LABS
+$89.0K
2,528
+12%
减持
T
AT&T INC
-$87.0K
24,245
-4%
增持
MCD
MCDONALDS CORP
+$87.0K
1,998
+7%
减持
KO
COCA COLA CO
+$76.0K
15,095
-3%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$69.0K
49,753
+2%
减持
TSLA
TESLA INC
+$69.0K
489
-15%
减持
WMT
WALMART INC
+$69.0K
22,370
-2%
增持
IWF
ISHARES TR
+$68.0K
2,113
+0%
减持
—
MEDTRONIC PLC
-$65.0K
2,083
-7%
增持
CII
BLACKROCK ENHANCD CAP & INM
+$64.0K
29,176
+1%
增持
NTAP
NETAPP INC
+$58.0K
7,364
+7%
减持
USMV
ISHARES TR
+$52.0K
30,024
-7%
增持
DBEF
DBX ETF TR
+$51.0K
32,898
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$50.0K
8,061
+18%
减持
COP
CONOCOPHILLIPS
+$49.0K
12,333
-1%
减持
NEAR
ISHARES U S ETF TR
-$46.0K
4,810
-16%
减持
JNJ
JOHNSON & JOHNSON
+$45.0K
12,040
-3%
减持
—
EXXON MOBIL CORP
+$44.0K
27,993
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$40.0K
1,419
+5%
减持
QQQ
INVESCO QQQ TR
-$40.0K
1,878
-15%
增持
VUG
VANGUARD INDEX FDS
+$40.0K
1,297
+0%
增持
META
META PLATFORMS INC
+$39.0K
8,697
+2%
增持
WFC
WELLS FARGO CO NEW
+$37.0K
6,134
+11%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$36.0K
4,520
+0%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$35.0K
3,832
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$34.0K
3,709
-17%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$32.0K
1,493
+5%
增持
MO
ALTRIA GROUP INC
+$30.0K
8,221
+4%
增持
TXN
TEXAS INSTRS INC
+$28.0K
2,815
+8%
增持
PWR
QUANTA SVCS INC
+$25.0K
7,175
+2%
减持
DUK
DUKE ENERGY CORP NEW
+$24.0K
3,974
-1%
清仓
—
BIOLASE INC
-$21.0K
0
-100%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$20.0K
29,797
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$18.0K
14,526
+4%
增持
BA
BOEING CO
+$18.0K
1,270
+17%
增持
GSBD
GOLDMAN SACHS BDC INC
+$16.0K
13,031
+2%
减持
PB
PROSPERITY BANCSHARES INC
+$15.0K
30,892
-1%
增持
FSK
FS KKR CAP CORP
-$15.0K
24,837
+2%
增持
PM
PHILIP MORRIS INTL INC
+$14.0K
3,690
+4%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$10.0K
6,056
+2%
增持
ENB
ENBRIDGE INC
+$9.0K
17,761
+3%
增持
LYG
LLOYDS BANKING GROUP PLC
+$7.0K
42,582
+3%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$7.0K
11,743
+2%
增持
INTC
INTEL CORP
-$6.0K
19,733
+3%
