小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 62
减持 56
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
DAR
DARLING INGREDIENTS INC
-$15.7M
464,249
-13%
减持
VXF
VANGUARD INDEX FDS
-$14.3M
2,147
-98%
增持
UPS
UNITED PARCEL SERVICE INC
-$10.5M
318,885
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。
+1%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$6.8M
144,698
增持
VOO
VANGUARD INDEX FDS
-$6.7M
134,688
+4%
建仓
BOND
PIMCO ETF TR
+$6.4M
67,539
减持
AAPL
APPLE INC
-$4.0M
138,425
-1%
增持
MTUM
ISHARES TR
-$3.6M
119,307
+1%
增持
QUAL
ISHARES TR
-$3.1M
166,131
+2%
增持
VLUE
ISHARES TR
-$2.7M
219,079
+1%
减持
MSFT
MICROSOFT CORP
-$2.7M
38,899
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.3M
489,223
+2%
增持
AMZN
AMAZON COM INC
-$2.1M
51,990
+2011%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$1.3M
83,668
+285%
增持
IJR
ISHARES TR
-$1.3M
89,123
+0%
增持
GOOG
ALPHABET INC
+$1.2M
46,497
+3224%
增持
—
ALTERYX INC
-$1.2M
55,030
+4%
减持
CSX
CSX CORP
-$956.0K
106,468
-1%
减持
MA
MASTERCARD INCORPORATED
-$730.0K
13,409
-7%
减持
—
BLACKROCK INC
-$684.0K
3,549
-3%
清仓
DOV
DOVER CORP
-$647.0K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$630.0K
0
-100%
清仓
CBRE
CBRE GROUP INC
-$627.0K
0
-100%
清仓
NTAP
NETAPP INC
-$621.0K
0
-100%
减持
V
VISA INC
-$610.0K
29,143
-3%
清仓
DELL
DELL TECHNOLOGIES INC
-$610.0K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$599.0K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$596.0K
1,240
建仓
HSIC
HENRY SCHEIN INC
+$523.0K
6,829
建仓
WLK
WESTLAKE CORPORATION
+$510.0K
5,528
增持
VTI
VANGUARD INDEX FDS
-$498.0K
18,390
+4%
减持
WMT
WALMART INC
-$487.0K
22,074
-1%
建仓
WRB
BERKLEY W R CORP
+$476.0K
7,648
减持
CSCO
CISCO SYS INC
-$456.0K
31,248
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$401.0K
3,274
-11%
增持
META
META PLATFORMS INC
-$393.0K
8,244
+3%
减持
HD
HOME DEPOT INC
-$384.0K
24,907
-3%
减持
WM
WASTE MGMT INC DEL
-$382.0K
30,685
-2%
增持
LII
LENNOX INTL INC
-$368.0K
11,408
+5%
减持
NVDA
NVIDIA CORPORATION
-$348.0K
2,019
-18%
减持
UNP
UNION PAC CORP
-$313.0K
3,319
-10%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$312.0K
8,576
-37%
增持
GSLC
GOLDMAN SACHS ETF TR
-$310.0K
44,382
+7%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$310.0K
2,150
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$290.0K
3,303
+3%
减持
PG
PROCTER AND GAMBLE CO
-$284.0K
20,062
-3%
建仓
SCHX
SCHWAB STRATEGIC TR
+$280.0K
6,193
清仓
—
MEDTRONIC PLC
-$264.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$250.0K
0
-100%
减持
USMV
ISHARES TR
-$248.0K
27,740
-2%
减持
INTC
INTEL CORP
-$248.0K
17,103
-7%
清仓
BA
BOEING CO
-$243.0K
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$241.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$234.0K
0
-100%
清仓
IJK
ISHARES TR
-$228.0K
0
-100%
减持
COP
CONOCOPHILLIPS
-$227.0K
11,681
-4%
增持
AMAT
APPLIED MATLS INC
-$224.0K
7,459
+7%
减持
PEP
PEPSICO INC
-$224.0K
15,285
-8%
减持
BAC
BK OF AMERICA CORP
-$221.0K
7,078
-35%
清仓
BE
BLOOM ENERGY CORP
-$220.0K
0
-100%
清仓
EEM
ISHARES TR
-$214.0K
0
-100%
增持
IXUS
ISHARES TR
-$214.0K
45,446
+10%
清仓
—
SPIRIT RLTY CAP INC NEW
-$212.0K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$212.0K
0
-100%
清仓
—
VERITEX HLDGS INC
-$211.0K
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$209.0K
0
-100%
清仓
BITO
PROSHARES TR
-$209.0K
0
-100%
清仓
FFIN
FIRST FINL BANKSHARES INC
-$205.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$203.0K
2,749
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$201.0K
2,642
增持
GSIE
GOLDMAN SACHS ETF TR
-$187.0K
81,136
+10%
减持
EOG
EOG RES INC
-$181.0K
8,028
-2%
减持
PFE
PFIZER INC
-$177.0K
29,123
-9%
增持
CVX
CHEVRON CORP NEW
-$173.0K
7,945
+1%
增持
GOOGL
ALPHABET INC
-$162.0K
28,204
+2323%
减持
—
CHUBB LIMITED
-$159.0K
3,741
-4%
减持
DHR
DANAHER CORPORATION
-$157.0K
3,184
-1%
减持
DIS
DISNEY WALT CO
-$155.0K
3,481
-2%
增持
—
SYNOVUS FINL CORP
-$153.0K
15,956
+6%
增持
TSLA
TESLA INC
-$146.0K
660
+14%
增持
JPM
JPMORGAN CHASE & CO
-$146.0K
6,127
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$145.0K
1,468
-5%
增持
—
LAM RESEARCH CORP
-$142.0K
1,624
+5%
减持
COST
COSTCO WHSL CORP NEW
-$130.0K
484
-27%
增持
IRT
INDEPENDENCE RLTY TR INC
-$127.0K
28,883
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$126.0K
20,824
+36%
增持
SPY
SPDR S&P 500 ETF TR
-$122.0K
1,764
+0%
减持
DIVO
AMPLIFY ETF TR
-$122.0K
22,706
-4%
增持
IWF
ISHARES TR
-$112.0K
2,120
+0%
减持
DVN
DEVON ENERGY CORP NEW
-$110.0K
11,413
-8%
建仓
SMR
NUSCALE PWR CORP
+$105.0K
10,240
增持
BKNG
BOOKING HOLDINGS INC
-$105.0K
202
+4%
减持
WFC
WELLS FARGO CO NEW
-$104.0K
5,697
-19%
减持
XLU
SELECT SECTOR SPDR TR
-$99.0K
8,896
-7%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$94.0K
83,903
-1%
减持
TXN
TEXAS INSTRS INC
-$91.0K
2,551
-6%
减持
HPQ
HP INC
-$90.0K
18,416
-0%
减持
MO
ALTRIA GROUP INC
-$88.0K
7,905
-2%
减持
GLD
SPDR GOLD TR
-$86.0K
1,458
-17%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$86.0K
3,894
+1%
减持
GSBD
GOLDMAN SACHS BDC INC
-$83.0K
10,907
-18%
减持
T
AT&T INC
-$81.0K
24,992
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$78.0K
66,518
+4%
增持
CII
BLACKROCK ENHANCD CAP & INM
-$75.0K
30,076
+2%
增持
TGT
TARGET CORP
-$75.0K
1,618
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$75.0K
79,019
-1%
增持
EFA
ISHARES TR
+$71.0K
6,317
+46%
减持
C
CITIGROUP INC
-$71.0K
13,091
-4%
减持
KO
COCA COLA CO
-$70.0K
14,710
-7%
增持
VUG
VANGUARD INDEX FDS
-$70.0K
1,321
+2%
增持
ON
ON SEMICONDUCTOR CORP
-$67.0K
12,176
+4%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$63.0K
26,321
-13%
增持
LMT
LOCKHEED MARTIN CORP
-$62.0K
1,498
+3%
减持
NFG
NATIONAL FUEL GAS CO
-$62.0K
11,340
-2%
增持
ENB
ENBRIDGE INC
-$57.0K
18,277
+1%
减持
—
CUSHMAN WAKEFIELD PLC
-$55.0K
10,305
-0%
增持
KRG
KITE RLTY GROUP TR
-$52.0K
11,612
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$50.0K
6,696
+9%
减持
CMCSA
COMCAST CORP NEW
-$50.0K
7,147
-2%
增持
QQQ
INVESCO QQQ TR
-$43.0K
2,318
+18%
增持
MCD
MCDONALDS CORP
+$42.0K
1,929
+7%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
-$42.0K
34,666
+2%
减持
NVS
NOVARTIS AG
-$41.0K
5,473
-3%
减持
GBDC
GOLUB CAP BDC INC
-$40.0K
17,167
-5%
增持
GILD
GILEAD SCIENCES INC
+$40.0K
14,787
+2%
清仓
—
BRAINSTORM CELL THERAPEUTICS
-$40.0K
0
-100%
增持
PB
PROSPERITY BANCSHARES INC
-$38.0K
31,163
+0%
增持
QCOM
QUALCOMM INC
-$37.0K
5,297
+3%
减持
KMI
KINDER MORGAN INC DEL
-$37.0K
14,167
-3%
减持
DBEF
DBX ETF TR
-$34.0K
11,510
-1%
增持
EIX
EDISON INTL
-$33.0K
3,758
+0%
增持
ABBV
ABBVIE INC
-$33.0K
4,720
+4%
增持
FSK
FS KKR CAP CORP
-$30.0K
26,982
+6%
减持
DUK
DUKE ENERGY CORP NEW
-$30.0K
3,937
-1%
减持
—
EXXON MOBIL CORP
+$28.0K
25,987
-3%
增持
FDX
FEDEX CORP
-$27.0K
4,339
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$27.0K
4,566
+1%
增持
—
INDEPENDENT BANK GROUP INC
-$22.0K
8,037
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.0K
3,579
-3%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
-$20.0K
10,248
+2%
减持
LYG
LLOYDS BANKING GROUP PLC
-$19.0K
41,370
-3%
增持
IUSB
ISHARES TR
+$17.0K
82,161
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$17.0K
8,003
-3%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
-$17.0K
12,291
+2%
增持
AMGN
AMGEN INC
+$16.0K
2,230
+2%
增持
ABT
ABBOTT LABS
-$15.0K
2,065
+3%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$12.0K
6,342
+4%
增持
JNJ
JOHNSON & JOHNSON
+$12.0K
12,813
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$12.0K
965
+6%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$11.0K
51,608
+2%
