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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 84
减持 41
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$20.5M
477,451
+1413%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$18.6M
63,907
-84%
增持
DAR
DARLING INGREDIENTS INC
+$15.6M
534,770
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。
+35%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$9.1M
84,339
-79%
增持
HD
HOME DEPOT INC
-$2.9M
25,667
+0%
减持
MSFT
MICROSOFT CORP
-$1.2M
40,687
-0%
减持
META
META PLATFORMS INC
-$1.2M
7,971
-8%
增持
MTUM
ISHARES TR
-$1.1M
117,638
+2%
减持
—
INDEPENDENT BANK GROUP INC
-$1.1M
7,993
-66%
建仓
EOG
EOG RES INC
+$980.0K
8,217
减持
JPM
JPMORGAN CHASE & CO
-$927.0K
6,097
-45%
清仓
LKQ
LKQ CORP
-$886.0K
0
-100%
减持
DBEF
DBX ETF TR
-$854.0K
11,624
-65%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$847.0K
0
-100%
增持
QUAL
ISHARES TR
-$832.0K
163,172
+4%
清仓
PWR
QUANTA SVCS INC
-$823.0K
0
-100%
清仓
LEN/B
LENNAR CORP
-$800.0K
0
-100%
清仓
—
ICON PLC
-$791.0K
0
-100%
减持
IJR
ISHARES TR
-$766.0K
89,060
-2%
建仓
DVN
DEVON ENERGY CORP NEW
+$733.0K
12,389
建仓
IRT
INDEPENDENCE RLTY TR INC
+$721.0K
27,275
建仓
XLU
SELECT SECTOR SPDR TR
+$711.0K
9,547
建仓
HPQ
HP INC
+$670.0K
18,449
清仓
ALLY
ALLY FINL INC
-$666.0K
0
-100%
增持
LII
LENNOX INTL INC
-$654.0K
10,815
+2%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$630.0K
12,890
建仓
CBRE
CBRE GROUP INC
+$627.0K
6,850
减持
TGT
TARGET CORP
-$623.0K
1,492
-63%
增持
VLUE
ISHARES TR
-$622.0K
217,676
+2%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$606.0K
21,734
减持
—
BLACKROCK INC
-$576.0K
3,671
-1%
减持
—
EXXON MOBIL CORP
+$496.0K
26,751
-4%
减持
AAPL
APPLE INC
-$465.0K
139,309
-0%
减持
WM
WASTE MGMT INC DEL
-$446.0K
31,309
-3%
减持
GOOG
ALPHABET INC
-$418.0K
1,399
-6%
清仓
VNQ
VANGUARD INDEX FDS
-$386.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$384.0K
20,676
-5%
增持
VXF
VANGUARD INDEX FDS
-$382.0K
88,333
+8%
减持
AMAT
APPLIED MATLS INC
-$370.0K
6,971
-15%
减持
—
LAM RESEARCH CORP
-$351.0K
1,543
-6%
减持
COP
CONOCOPHILLIPS
+$331.0K
12,212
-1%
减持
GOOGL
ALPHABET INC
-$297.0K
1,164
-5%
清仓
NKE
NIKE INC
-$287.0K
0
-100%
减持
PFE
PFIZER INC
-$272.0K
31,977
-2%
减持
CVX
CHEVRON CORP NEW
+$265.0K
7,873
-9%
减持
UPS
UNITED PARCEL SERVICE INC
-$255.0K
316,655
-0%
增持
IUSB
ISHARES TR
+$241.0K
77,225
+14%
清仓
NEAR
ISHARES U S ETF TR
-$240.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$238.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$236.0K
3,699
+3%
减持
USMV
ISHARES TR
-$234.0K
28,291
-6%
增持
VTI
VANGUARD INDEX FDS
-$231.0K
17,630
+0%
建仓
PSX
PHILLIPS 66
+$226.0K
2,617
建仓
BE
BLOOM ENERGY CORP
+$220.0K
9,100
建仓
FE
FIRSTENERGY CORP
+$212.0K
4,632
清仓
SCHX
SCHWAB STRATEGIC TR
-$210.0K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$210.0K
14,485
-2%
清仓
AME
AMETEK INC
-$204.0K
0
-100%
建仓
MRK
MERCK & CO INC
+$203.0K
2,480
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$182.0K
80,177
-4%
增持
CSCO
CISCO SYS INC
-$172.0K
32,048
+4%
增持
AMZN
AMAZON COM INC
+$163.0K
2,463
+4%
增持
JNJ
JOHNSON & JOHNSON
+$160.0K
12,524
+4%
增持
IXUS
ISHARES TR
+$149.0K
41,436
+13%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$148.0K
10,014
增持
ABBV
ABBVIE INC
+$146.0K
4,559
+4%
增持
ENB
ENBRIDGE INC
+$139.0K
18,073
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$138.0K
1,455
+3%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$138.0K
3,196
-4%
减持
PEP
PEPSICO INC
-$136.0K
16,704
-1%
减持
DHR
DANAHER CORPORATION
-$134.0K
3,218
-2%
增持
PYPL
PAYPAL HLDGS INC
-$130.0K
2,027
+5%
增持
QCOM
QUALCOMM INC
-$124.0K
5,155
+3%
减持
C
CITIGROUP INC
-$124.0K
13,594
-3%
减持
ABT
ABBOTT LABS
-$120.0K
1,997
-21%
增持
BND
VANGUARD BD INDEX FDS
+$118.0K
19,659
+15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$114.0K
1,539
+0%
增持
VOO
VANGUARD INDEX FDS
-$114.0K
130,060
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$111.0K
41,352
+10%
减持
CSX
CSX CORP
-$109.0K
107,482
-2%
增持
UNP
UNION PAC CORP
+$106.0K
3,699
+3%
减持
INTC
INTEL CORP
-$106.0K
18,357
-7%
增持
TSLA
TESLA INC
+$105.0K
577
+18%
增持
—
LABORATORY CORP AMER HLDGS
-$99.0K
2,272
+2%
减持
V
VISA INC
+$99.0K
29,981
-1%
增持
FDX
FEDEX CORP
-$96.0K
4,203
+2%
增持
—
CHUBB LIMITED
+$96.0K
3,914
+2%
减持
DIS
DISNEY WALT CO
-$95.0K
3,557
-5%
减持
WMT
WALMART INC
+$93.0K
22,361
-0%
减持
MCD
MCDONALDS CORP
-$91.0K
1,801
-10%
增持
GSIE
GOLDMAN SACHS ETF TR
+$90.0K
73,785
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$89.0K
3,684
+3%
增持
KO
COCA COLA CO
+$83.0K
15,759
+4%
增持
DOV
DOVER CORP
-$81.0K
4,123
+3%
增持
PB
PROSPERITY BANCSHARES INC
-$79.0K
31,066
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$75.0K
15,275
+5%
增持
GLD
SPDR GOLD TR
+$69.0K
1,758
+21%
增持
NFG
NATIONAL FUEL GAS CO
+$69.0K
11,540
+2%
增持
FSK
FS KKR CAP CORP
+$63.0K
25,552
+3%
增持
IWF
ISHARES TR
-$59.0K
2,116
+0%
增持
DELL
DELL TECHNOLOGIES INC
-$57.0K
12,150
+2%
增持
NTAP
NETAPP INC
-$56.0K
7,479
+2%
增持
KMI
KINDER MORGAN INC DEL
+$54.0K
14,632
+4%
增持
CMCSA
COMCAST CORP NEW
+$52.0K
7,262
+27%
增持
—
MEDTRONIC PLC
+$48.0K
2,376
+14%
减持
EFA
ISHARES TR
-$47.0K
4,317
-7%
增持
ON
ON SEMICONDUCTOR CORP
-$47.0K
11,758
+2%
增持
WFC
WELLS FARGO CO NEW
+$45.0K
6,991
+14%
增持
VUG
VANGUARD INDEX FDS
-$43.0K
1,299
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$42.0K
3,734
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$41.0K
1,763
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$38.0K
8,560
+8%
增持
AMGN
AMGEN INC
+$38.0K
2,184
+0%
增持
COR
AMERISOURCEBERGEN CORP
+$35.0K
1,557
+0%
增持
QQQ
INVESCO QQQ TR
-$33.0K
1,971
+5%
减持
TXN
TEXAS INSTRS INC
-$33.0K
2,716
-4%
减持
MO
ALTRIA GROUP INC
+$32.0K
8,085
-2%
增持
FFIN
FIRST FINL BANKSHARES INC
-$30.0K
4,637
+0%
增持
—
SYNOVUS FINL CORP
+$30.0K
15,081
+2%
增持
COST
COSTCO WHSL CORP NEW
+$28.0K
661
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$28.0K
3,987
+0%
增持
CII
BLACKROCK ENHANCD CAP & INM
-$27.0K
29,604
+1%
增持
MA
MASTERCARD INCORPORATED
+$25.0K
14,460
+1%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$24.0K
33,927
+2%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$18.0K
3,844
+0%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$18.0K
6,103
+1%
减持
PM
PHILIP MORRIS INTL INC
-$17.0K
3,560
-4%
增持
EEM
ISHARES TR
-$17.0K
4,731
+0%
增持
PAGP
PLAINS GP HLDGS L P
+$17.0K
10,609
+1%
减持
NVS
NOVARTIS AG
-$16.0K
5,632
-3%
增持
NVDA
NVIDIA CORPORATION
+$16.0K
2,465
+10%
增持
KRG
KITE RLTY GROUP TR
+$13.0K
11,371
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$13.0K
6,127
+8%
增持
BA
BOEING CO
-$13.0K
1,271
+0%
增持
EIX
EDISON INTL
+$11.0K
3,744
+2%
增持
GSBD
GOLDMAN SACHS BDC INC
+$11.0K
13,293
+2%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$9.0K
11,992
+2%
增持
—
VERITEX HLDGS INC
-$8.0K
5,538
+1%
增持
DIVO
AMPLIFY ETF TR
-$8.0K
23,729
+1%
增持
BAC
BK OF AMERICA CORP
-$8.0K
10,891
+6%
增持
TFC
TRUIST FINL CORP
-$8.0K
4,416
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$5.0K
4,543
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.0K
912
+19%
增持
—
SPIRIT RLTY CAP INC NEW
-$4.0K
4,605
+3%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$4.0K
50,642
+2%
增持
JBHT
HUNT J B TRANS SVCS INC
-$3.0K
1,041
+0%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
-$3.0K
8,415
+0%
增持
T
AT&T INC
-$2.0K
25,128
+4%
增持
BITO
PROSHARES TR
-$2.0K
7,320
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$0
8,232
+2%
