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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 41
增持 47
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$26.0M
1,076,901
建仓
IEMG
ISHARES INC
+$11.4M
244,893
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.1M
222,745
-57%
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。
建仓
FVAL
FIDELITY COVINGTON TRUST
+$8.7M
197,611
建仓
IWM
ISHARES TR
+$8.0M
46,001
增持
VTI
VANGUARD INDEX FDS
+$7.6M
57,219
+211%
建仓
EFG
ISHARES TR
+$6.3M
75,557
减持
VLUE
ISHARES TR
-$6.2M
140,291
-40%
建仓
IWB
ISHARES TR
+$6.1M
29,128
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$6.0M
207,266
+195%
建仓
EFV
ISHARES TR
+$6.0M
130,771
建仓
AGG
ISHARES TR
+$5.2M
53,862
减持
VOO
VANGUARD INDEX FDS
-$3.9M
119,138
-15%
减持
UPS
UNITED PARCEL SERVICE INC
+$3.8M
319,274
-0%
建仓
BOND
PIMCO ETF TR
+$3.7M
40,966
建仓
FQAL
FIDELITY COVINGTON TRUST
+$3.4M
76,347
减持
DAR
DARLING INGREDIENTS INC
-$2.3M
466,421
-2%
建仓
ISCF
ISHARES TR
+$2.1M
69,665
建仓
FDMO
FIDELITY COVINGTON TRUST
+$2.0M
47,747
减持
QUAL
ISHARES TR
-$1.8M
142,887
-18%
减持
AMZN
AMAZON COM INC
-$1.7M
57,017
-1%
减持
IUSB
ISHARES TR
-$1.3M
59,372
-33%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.2M
27,183
增持
AAPL
APPLE INC
-$1.1M
139,007
+0%
增持
V
VISA INC
+$926.3K
28,621
+1%
建仓
BIZD
VANECK ETF TRUST
+$855.7K
60,470
建仓
MRK
MERCK & CO INC
+$791.7K
7,136
减持
MA
MASTERCARD INCORPORATED
+$791.7K
13,625
-2%
增持
PSX
PHILLIPS 66
+$762.7K
9,442
+246%
减持
HD
HOME DEPOT INC
+$744.2K
24,242
-3%
清仓
NFG
NATIONAL FUEL GAS CO
-$693.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$654.0K
4,426
增持
BXSL
BLACKSTONE SECD LENDING FD
+$623.8K
113,145
+35%
清仓
—
SYNOVUS FINL CORP
-$599.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$594.0K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$583.6K
11,284
建仓
ULTA
ULTA BEAUTY INC
+$568.0K
1,211
建仓
GWW
GRAINGER W W INC
+$556.8K
1,001
减持
—
BLACKROCK INC
+$556.8K
3,547
-0%
减持
—
EXXON MOBIL CORP
+$556.4K
25,180
-1%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$542.6K
1,879
增持
JPM
JPMORGAN CHASE & CO
+$519.4K
8,460
+44%
减持
MTUM
ISHARES TR
-$514.9K
107,257
-13%
增持
PG
PROCTER AND GAMBLE CO
+$511.0K
19,788
+0%
减持
TSLA
TESLA INC
-$496.9K
2,396
-20%
建仓
HDV
ISHARES TR
+$491.6K
4,716
增持
VEA
VANGUARD TAX-MANAGED FDS
+$442.4K
17,998
+109%
增持
MSFT
MICROSOFT CORP
+$420.5K
40,253
+2%
建仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
+$418.7K
32,786
建仓
XLRE
SELECT SECTOR SPDR TR
+$391.7K
10,608
减持
HOMB
HOME BANCSHARES INC
-$388.1K
28,296
-38%
减持
IJR
ISHARES TR
+$354.1K
85,769
-4%
清仓
SACH
SACHEM CAP CORP
-$347.0K
0
-100%
建仓
EEM
ISHARES TR
+$345.4K
9,114
增持
CVX
CHEVRON CORP NEW
+$344.2K
7,918
+6%
减持
CSX
CSX CORP
+$329.6K
102,474
-4%
减持
FSK
FS KKR CAP CORP
-$293.0K
27,030
-40%
建仓
REM
ISHARES TR
+$292.5K
12,891
减持
GSLC
GOLDMAN SACHS ETF TR
-$281.8K
40,184
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$279.1K
3,788
+13%
建仓
APD
AIR PRODS & CHEMS INC
+$278.7K
904
增持
PFE
PFIZER INC
+$272.1K
28,748
+5%
增持
—
ALTERYX INC
-$271.7K
52,483
+0%
建仓
—
MEDTRONIC PLC
+$265.4K
3,415
建仓
BA
BOEING CO
+$253.7K
1,332
建仓
SBUX
STARBUCKS CORP
+$248.7K
2,507
增持
CSCO
CISCO SYS INC
+$245.2K
30,713
+1%
清仓
ARCC
ARES CAPITAL CORP
-$245.0K
0
-100%
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$244.9K
4,660
建仓
CAT
CATERPILLAR INC
+$236.7K
988
清仓
INTU
INTUIT
-$232.0K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$226.1K
6,465
建仓
XYLD
GLOBAL X FDS
+$223.5K
5,677
建仓
AAL
AMERICAN AIRLS GROUP INC
+$219.9K
17,285
清仓
CTAS
CINTAS CORP
-$219.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$216.2K
5,024
增持
GOOG
ALPHABET INC
-$213.3K
28,870
+0%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$211.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$209.5K
2,075
减持
IXUS
ISHARES TR
+$209.2K
46,513
-5%
减持
WMT
WALMART INC
+$207.0K
20,841
-2%
建仓
GPC
GENUINE PARTS CO
+$205.2K
1,183
清仓
GIS
GENERAL MLS INC
-$204.0K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$202.0K
1,330
建仓
IJK
ISHARES TR
+$201.5K
2,950
减持
PEP
PEPSICO INC
+$198.7K
15,016
-2%
清仓
—
FIRST TR ENERGY INCOME & GRO
-$198.0K
0
-100%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$189.6K
22,145
减持
BND
VANGUARD BD INDEX FDS
-$188.6K
19,869
-12%
增持
ABBV
ABBVIE INC
+$185.4K
4,415
+12%
减持
LII
LENNOX INTL INC
+$180.4K
11,388
-0%
增持
NVS
NOVARTIS AG
+$160.6K
6,421
+16%
增持
EOG
EOG RES INC
+$160.1K
8,277
+1%
减持
JNJ
JOHNSON & JOHNSON
+$158.6K
12,112
-0%
增持
KO
COCA COLA CO
+$158.5K
15,336
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$142.1K
1,466
-1%
增持
AMGN
AMGEN INC
+$129.7K
2,359
+9%
增持
CFG
CITIZENS FINL GROUP INC
+$128.6K
14,087
+14%
减持
WM
WASTE MGMT INC DEL
-$127.9K
30,381
-1%
增持
AMAT
APPLIED MATLS INC
+$125.0K
7,651
+1%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$124.0K
0
-100%
减持
—
CHUBB LIMITED
+$123.7K
3,666
-3%
清仓
SLRC
SLR INVESTMENT CORP
-$123.0K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$122.8K
5,981
-29%
增持
PM
PHILIP MORRIS INTL INC
+$121.5K
4,204
+15%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$119.2K
7,962
+11%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$118.0K
0
-100%
建仓
PR
PERMIAN RESOURCES CORP
+$114.3K
12,160
清仓
ECC
EAGLE POINT CREDIT COMPANY I
-$110.0K
0
-100%
增持
WLK
WESTLAKE CORPORATION
+$109.1K
6,486
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$105.4K
3,673
+1%
减持
PB
PROSPERITY BANCSHARES INC
+$100.4K
29,972
-4%
增持
DIVO
AMPLIFY ETF TR
+$99.7K
23,974
+1%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$99.1K
10,723
-50%
增持
GOOGL
ALPHABET INC
-$98.9K
23,723
+4%
减持
USMV
ISHARES TR
-$94.5K
22,739
-13%
减持
META
META PLATFORMS INC
-$93.4K
5,282
-2%
清仓
—
SFL CORPORATION LTD
-$91.0K
0
-100%
减持
GSBD
GOLDMAN SACHS BDC INC
-$90.9K
11,453
-33%
增持
SPY
SPDR S&P 500 ETF TR
+$90.3K
2,681
+2%
清仓
OXSQ
OXFORD SQUARE CAP CORP
-$90.0K
0
-100%
增持
TGT
TARGET CORP
+$89.3K
2,176
+37%
清仓
PSEC
PROSPECT CAP CORP
-$87.0K
0
-100%
减持
COP
CONOCOPHILLIPS
+$84.8K
11,032
-7%
清仓
ARI
APOLLO COML REAL EST FIN INC
-$83.0K
0
-100%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$82.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$80.1K
8,555
+11%
增持
BAC
BANK AMERICA CORP
+$78.1K
8,820
+24%
减持
ELV
ELEVANCE HEALTH INC
+$77.4K
1,340
-0%
增持
WRB
BERKLEY W R CORP
+$76.7K
9,435
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$74.7K
11,436
+2%
减持
GILD
GILEAD SCIENCES INC
+$73.5K
11,270
-22%
增持
MMIN
INDEXIQ ACTIVE ETF TR
+$71.5K
72,907
+1%
减持
COST
COSTCO WHSL CORP NEW
-$70.9K
629
-17%
减持
ENB
ENBRIDGE INC
-$70.5K
17,966
-14%
增持
EIX
EDISON INTL
+$65.4K
4,391
+16%
增持
UNP
UNION PAC CORP
+$64.0K
3,376
+4%
增持
DHR
DANAHER CORPORATION
+$62.8K
3,379
+5%
增持
FDX
FEDEX CORP
+$61.6K
1,822
+7%
减持
T
AT&T INC
-$61.3K
23,829
-27%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$59.8K
4,172
+3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$58.7K
6,152
+16%
增持
TXN
TEXAS INSTRS INC
+$55.2K
2,634
+7%
减持
BKNG
BOOKING HOLDINGS INC
+$52.9K
191
-5%
减持
—
LAM RESEARCH CORP
+$52.9K
1,522
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$52.8K
80,288
+1%
减持
C
CITIGROUP INC
-$52.3K
10,118
-17%
增持
KRG
KITE RLTY GROUP TR
+$47.9K
11,777
+1%
增持
GLD
SPDR GOLD TR
+$45.0K
1,568
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$40.5K
3,898
+0%
