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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 21
增持 71
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
FBND
FIDELITY MERRIMACK STR TR
-$6.8M
0
-100%
清仓
BOND
PIMCO ETF TR
-$6.4M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$5.7M
320,058
+0%
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
DAR
DARLING INGREDIENTS INC
+$4.2M
475,562
+2%
减持
GOOG
ALPHABET INC
-$2.3M
28,865
-38%
增持
VOO
VANGUARD INDEX FDS
-$1.5M
139,476
+4%
减持
AAPL
APPLE INC
-$1.2M
138,379
-0%
建仓
HOMB
HOME BANCSHARES INC
+$1.0M
45,906
减持
V
VISA INC
-$1.0M
28,259
-3%
增持
VLUE
ISHARES TR
-$1.0M
232,308
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$912.0K
515,308
+5%
减持
GOOGL
ALPHABET INC
-$883.0K
22,920
-19%
增持
QUAL
ISHARES TR
-$784.0K
174,088
+5%
减持
FDX
FEDEX CORP
-$692.0K
1,709
-61%
增持
MSFT
MICROSOFT CORP
-$657.0K
39,644
+2%
减持
META
META PLATFORMS INC
-$650.0K
5,370
-35%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$648.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$622.0K
6,521
清仓
HPQ
HP INC
-$580.0K
0
-100%
建仓
MPLX
MPLX LP
+$570.0K
19,000
增持
AMZN
AMAZON COM INC
+$568.0K
57,367
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$559.0K
10,225
+287%
减持
IJR
ISHARES TR
-$537.0K
89,033
-0%
清仓
HSIC
HENRY SCHEIN INC
-$523.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$492.0K
13,879
+4%
建仓
CFG
CITIZENS FINL GROUP INC
+$426.0K
12,390
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$404.0K
72,257
-14%
清仓
EFA
ISHARES TR
-$389.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$387.0K
19,710
-2%
增持
HD
HOME DEPOT INC
-$386.0K
25,053
+1%
建仓
SACH
SACHEM CAP CORP
+$347.0K
104,200
减持
—
ALTERYX INC
+$338.0K
52,482
-5%
增持
TSLA
TESLA INC
+$316.0K
2,985
+352%
减持
WM
WASTE MGMT INC DEL
+$314.0K
30,545
-0%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$310.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$290.0K
0
-100%
减持
PFE
PFIZER INC
-$277.0K
27,453
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$261.0K
2,616
+48%
减持
JNJ
JOHNSON & JOHNSON
-$251.0K
12,127
-5%
建仓
ARCC
ARES CAPITAL CORP
+$245.0K
14,489
清仓
AMT
AMERICAN TOWER CORP NEW
-$241.0K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$235.0K
0
-100%
减持
INTC
INTEL CORP
-$233.0K
16,642
-3%
建仓
INTU
INTUIT
+$232.0K
598
增持
CSX
CSX CORP
-$224.0K
106,797
+0%
增持
COP
CONOCOPHILLIPS
+$223.0K
11,890
+2%
清仓
ABT
ABBOTT LABS
-$221.0K
0
-100%
建仓
CTAS
CINTAS CORP
+$219.0K
564
减持
USMV
ISHARES TR
-$213.0K
26,232
-5%
增持
FSK
FS KKR CAP CORP
+$213.0K
45,182
+67%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$212.0K
30,801
+48%
清仓
MRK
MERCK & CO INC
-$212.0K
0
-100%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$211.0K
10,900
增持
VTI
VANGUARD INDEX FDS
-$210.0K
18,421
+0%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$202.0K
10,791
+70%
建仓
—
FIRST TR ENERGY INCOME & GRO
+$198.0K
13,300
减持
ABBV
ABBVIE INC
-$178.0K
3,932
-17%
增持
—
BLACKROCK INC
-$164.0K
3,556
+0%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$162.0K
51,715
+0%
减持
QCOM
QUALCOMM INC
-$157.0K
5,255
-1%
建仓
ET
ENERGY TRANSFER L P
+$156.0K
14,100
减持
VZ
VERIZON COMMUNICATIONS INC
-$153.0K
6,549
-18%
减持
C
CITIGROUP INC
-$145.0K
12,234
-7%
增持
DVN
DEVON ENERGY CORP NEW
+$142.0K
12,722
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$139.0K
1,780
+21%
增持
WRB
BERKLEY W R CORP
+$132.0K
9,411
+23%
建仓
METV
LISTED FD TR
+$126.0K
17,000
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$124.0K
17,001
建仓
SLRC
SLR INVESTMENT CORP
+$123.0K
10,000
增持
LII
LENNOX INTL INC
+$123.0K
11,426
+0%
增持
IUSB
ISHARES TR
+$123.0K
89,273
+9%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$118.0K
10,000
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$117.0K
30,823
-11%
增持
EOG
EOG RES INC
+$113.0K
8,161
+2%
减持
CSCO
CISCO SYS INC
-$113.0K
30,462
-3%
增持
IRT
INDEPENDENCE RLTY TR INC
-$110.0K
28,946
+0%
建仓
ECC
EAGLE POINT CREDIT COMPANY I
+$110.0K
10,000
增持
COST
COSTCO WHSL CORP NEW
+$108.0K
759
+57%
减持
—
LAM RESEARCH CORP
-$100.0K
1,603
-1%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$95.0K
21,480
+110%
减持
WMT
WALMART INC
-$95.0K
21,187
-4%
增持
ON
ON SEMICONDUCTOR CORP
+$94.0K
12,242
+1%
建仓
—
SFL CORPORATION LTD
+$91.0K
10,000
减持
KO
COCA COLA CO
-$90.0K
14,589
-1%
建仓
OXSQ
OXFORD SQUARE CAP CORP
+$90.0K
30,000
建仓
PSEC
PROSPECT CAP CORP
+$87.0K
14,000
建仓
ARI
APOLLO COML REAL EST FIN INC
+$83.0K
10,000
建仓
BRSP
BRIGHTSPIRE CAPITAL INC
+$82.0K
13,000
增持
AMAT
APPLIED MATLS INC
-$75.0K
7,561
+1%
减持
DBEF
DBX ETF TR
-$72.0K
9,914
-14%
增持
GSBD
GOLDMAN SACHS BDC INC
+$70.0K
17,164
+57%
减持
JPM
JPMORGAN CHASE & CO
-$70.0K
5,882
-4%
增持
GSIE
GOLDMAN SACHS ETF TR
-$67.0K
87,294
+8%
减持
UNP
UNION PAC CORP
-$63.0K
3,260
-2%
增持
IXUS
ISHARES TR
-$62.0K
48,757
+7%
减持
VXF
VANGUARD INDEX FDS
-$59.0K
1,790
-17%
增持
PEP
PEPSICO INC
-$58.0K
15,398
+1%
减持
AMGN
AMGEN INC
-$54.0K
2,174
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$54.0K
3,881
-1%
增持
—
INDEPENDENT BANK GROUP INC
-$51.0K
8,078
+1%
增持
BND
VANGUARD BD INDEX FDS
+$48.0K
22,652
+9%
增持
DHR
DANAHER CORPORATION
+$47.0K
3,229
+1%
增持
WLK
WESTLAKE CORPORATION
+$46.0K
6,398
+16%
增持
CII
BLACKROCK ENHANCD CAP & INM
-$44.0K
30,325
+1%
减持
DIS
DISNEY WALT CO
-$42.0K
3,084
-11%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$40.0K
83,783
+0%
增持
QQQ
INVESCO QQQ TR
-$39.0K
2,366
+2%
增持
—
CUSHMAN WAKEFIELD PLC
-$39.0K
10,310
+0%
减持
NFG
NATIONAL FUEL GAS CO
-$38.0K
11,256
-1%
减持
PM
PHILIP MORRIS INTL INC
-$33.0K
3,657
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$32.0K
8,606
+0%
减持
CVX
CHEVRON CORP NEW
-$32.0K
7,500
-6%
增持
NVS
NOVARTIS AG
-$31.0K
5,556
+2%
增持
GSLC
GOLDMAN SACHS ETF TR
-$31.0K
47,048
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$30.0K
70,281
+6%
增持
IWF
ISHARES TR
-$28.0K
2,126
+0%
增持
LAMR
LAMAR ADVERTISING CO NEW
-$27.0K
4,053
+4%
减持
TXN
TEXAS INSTRS INC
-$27.0K
2,453
-4%
减持
VUG
VANGUARD INDEX FDS
-$24.0K
1,303
-1%
减持
WFC
WELLS FARGO CO NEW
-$24.0K
5,247
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$23.0K
3,531
-5%
减持
MO
ALTRIA GROUP INC
-$23.0K
7,697
-3%
减持
ETW
EATON VANCE TAX-MANAGED GLOB
-$22.0K
10,919
-11%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$20.0K
26,733
+2%
减持
KMI
KINDER MORGAN INC DEL
-$20.0K
13,247
-6%
增持
XHR
XENIA HOTELS & RESORTS INC
-$19.0K
12,633
+0%
增持
GBDC
GOLUB CAP BDC INC
-$18.0K
17,542
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$17.0K
3,647
+2%
增持
SCHX
SCHWAB STRATEGIC TR
-$17.0K
6,199
+0%
减持
—
EXXON MOBIL CORP
-$16.0K
25,439
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$16.0K
79,187
+0%
增持
EIX
EDISON INTL
-$15.0K
3,786
+1%
增持
ELV
ELEVANCE HEALTH INC
+$14.0K
1,343
+8%
增持
BAC
BK OF AMERICA CORP
-$14.0K
7,087
+0%
增持
T
AT&T INC
-$13.0K
32,617
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.0K
3,338
+2%
增持
—
SYNOVUS FINL CORP
+$13.0K
15,979
+0%
增持
MTUM
ISHARES TR
-$12.0K
123,249
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$12.0K
4,591
+1%
减持
GLD
SPDR GOLD TR
-$11.0K
1,428
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$9.0K
1,479
-1%
增持
LYG
LLOYDS BANKING GROUP PLC
-$9.0K
41,714
+1%
增持
KRG
KITE RLTY GROUP TR
-$7.0K
11,622
+0%
减持
GILD
GILEAD SCIENCES INC
-$7.0K
14,499
-2%
增持
MCD
MCDONALDS CORP
-$7.0K
2,081
+8%
增持
DIVO
AMPLIFY ETF TR
-$7.0K
23,739
+5%
减持
TGT
TARGET CORP
-$7.0K
1,584
-2%
增持
—
CHUBB LIMITED
+$7.0K
3,769
+1%
增持
PAGP
PLAINS GP HLDGS L P
+$5.0K
10,915
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$4.0K
7,186
+7%
