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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 56
减持 59
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$25.8M
472,938
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$25.3M
27,648
-97%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.3M
544,547
+144%
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。
减持
IEMG
ISHARES INC
-$11.2M
4,352
-98%
减持
VOO
VANGUARD INDEX FDS
-$10.0M
84,756
-29%
增持
VLUE
ISHARES TR
+$9.3M
238,288
+70%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$8.7M
0
-100%
清仓
IWM
ISHARES TR
-$8.0M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.5M
319,367
+0%
清仓
EFG
ISHARES TR
-$6.3M
0
-100%
清仓
IWB
ISHARES TR
-$6.1M
0
-100%
清仓
EFV
ISHARES TR
-$6.0M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$5.9M
24,776
-57%
增持
QUAL
ISHARES TR
+$5.7M
177,335
+24%
减持
AAPL
APPLE INC
+$4.7M
137,983
-1%
清仓
BOND
PIMCO ETF TR
-$3.7M
0
-100%
减持
AGG
ISHARES TR
-$3.4M
18,388
-66%
清仓
FQAL
FIDELITY COVINGTON TRUST
-$3.4M
0
-100%
清仓
ISCF
ISHARES TR
-$2.1M
0
-100%
清仓
FDMO
FIDELITY COVINGTON TRUST
-$2.0M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.9M
39,971
-1%
增持
DAR
DARLING INGREDIENTS INC
-$1.8M
469,798
+1%
增持
MTUM
ISHARES TR
+$1.7M
124,625
+16%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.2M
0
-100%
增持
V
VISA INC
+$1.1M
31,417
+10%
增持
IUSB
ISHARES TR
+$979.8K
79,034
+33%
清仓
DHR
DANAHER CORPORATION
-$896.8K
0
-100%
减持
AMZN
AMAZON COM INC
+$859.1K
54,686
-4%
清仓
BIZD
VANECK ETF TRUST
-$855.7K
0
-100%
增持
GSLC
GOLDMAN SACHS ETF TR
+$733.3K
46,694
+16%
建仓
URI
UNITED RENTALS INC
+$701.4K
1,772
减持
HD
HOME DEPOT INC
-$692.4K
23,600
-3%
建仓
BWA
BORGWARNER INC
+$687.0K
13,989
清仓
WRB
BERKLEY W R CORP
-$684.7K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$630.8K
0
-100%
建仓
FISV
FISERV INC
+$614.4K
5,436
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$612.0K
215,605
+4%
建仓
TXT
TEXTRON INC
+$602.7K
8,533
增持
GOOGL
ALPHABET INC
+$583.3K
25,801
+9%
增持
META
META PLATFORMS INC
+$522.2K
5,463
+3%
增持
GSIE
GOLDMAN SACHS ETF TR
+$492.8K
85,975
+15%
清仓
HDV
ISHARES TR
-$491.6K
0
-100%
增持
IXUS
ISHARES TR
+$474.5K
51,116
+10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$474.4K
12,603
+58%
增持
—
ALTERYX INC
+$453.6K
52,905
+1%
减持
GOOG
ALPHABET INC
+$412.9K
28,601
-1%
增持
TSLA
TESLA INC
+$399.1K
3,346
+40%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$395.5K
87,844
+9%
减持
JNJ
JOHNSON & JOHNSON
-$358.9K
11,488
-5%
减持
PB
PROSPERITY BANCSHARES INC
-$356.0K
29,622
-1%
清仓
EEM
ISHARES TR
-$345.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$340.9K
2,504
+3%
减持
PFE
PFIZER INC
-$308.3K
28,548
-1%
减持
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$282.5K
10,986
-66%
减持
VXUS
VANGUARD STAR FDS
-$262.2K
5,821
-48%
减持
EOG
EOG RES INC
-$261.0K
7,075
-15%
减持
SPY
SPDR S&P 500 ETF TR
-$240.3K
1,917
-28%
建仓
IVV
ISHARES TR
+$237.0K
576
清仓
VXF
VANGUARD INDEX FDS
-$229.9K
0
-100%
增持
IJR
ISHARES TR
+$225.3K
86,271
+1%
清仓
XYLD
GLOBAL X FDS
-$223.5K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$216.2K
0
-100%
减持
USMV
ISHARES TR
-$212.0K
19,625
-14%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$209.5K
0
-100%
减持
COP
CONOCOPHILLIPS
-$208.5K
11,020
-0%
清仓
GPC
GENUINE PARTS CO
-$205.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$193.1K
7,527
-5%
增持
—
LAM RESEARCH CORP
+$192.5K
1,570
+3%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$189.6K
0
-100%
减持
—
CHUBB LIMITED
-$176.8K
3,254
-11%
减持
MA
MASTERCARD INCORPORATED
+$174.7K
13,517
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$171.6K
6,832
-24%
减持
WM
WASTE MGMT INC DEL
+$166.7K
30,231
-0%
增持
GWW
GRAINGER W W INC
+$163.9K
1,046
+4%
减持
AMAT
APPLIED MATLS INC
+$163.7K
7,398
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$162.4K
3,777
+3%
减持
CSX
CSX CORP
-$155.7K
100,834
-2%
减持
—
BLACKROCK INC
-$152.9K
3,528
-1%
增持
LII
LENNOX INTL INC
+$151.8K
11,446
+1%
减持
DVN
DEVON ENERGY CORP NEW
-$150.1K
12,803
-1%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$141.0K
11,305
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$140.9K
20,997
+96%
增持
COST
COSTCO WHSL CORP NEW
+$140.7K
861
+37%
增持
BND
VANGUARD BD INDEX FDS
+$138.2K
21,206
+7%
减持
CSCO
CISCO SYS INC
+$137.2K
30,613
-0%
减持
ON
ON SEMICONDUCTOR CORP
+$124.6K
10,602
-12%
增持
CFG
CITIZENS FINL GROUP INC
-$123.9K
14,181
+1%
清仓
METV
LISTED FD TR
-$122.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$121.8K
2,461
-2%
减持
—
EXXON MOBIL CORP
-$121.1K
24,223
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$119.0K
190
-1%
建仓
AGNC
AGNC INVT CORP
+$119.0K
11,806
建仓
MPT
MEDICAL PPTYS TRUST INC
+$118.4K
14,399
增持
AAL
AMERICAN AIRLS GROUP INC
+$112.6K
22,539
+30%
增持
INTC
INTEL CORP
+$107.6K
15,770
+2%
增持
TXN
TEXAS INSTRS INC
+$106.1K
2,910
+10%
减持
ELV
ELEVANCE HEALTH INC
-$96.6K
1,285
-4%
增持
IWF
ISHARES TR
+$96.3K
2,262
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$94.7K
30,907
+6%
增持
—
INDEPENDENT BANK GROUP INC
-$94.0K
8,506
+5%
增持
ULTA
ULTA BEAUTY INC
+$93.9K
1,213
+0%
增持
—
MEDTRONIC PLC
+$93.6K
4,454
+30%
减持
FDX
FEDEX CORP
+$92.9K
1,788
-2%
减持
PG
PROCTER AND GAMBLE CO
-$91.4K
19,555
-1%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$90.9K
10,000
减持
WMT
WALMART INC
+$90.5K
20,655
-1%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$88.3K
10,727
+9%
减持
AMGN
AMGEN INC
-$86.3K
2,206
-6%
建仓
—
OXFORD LANE CAP CORP
+$83.8K
16,027
减持
VEA
VANGUARD TAX-MANAGED FDS
-$77.1K
15,016
-17%
减持
WLK
WESTLAKE CORPORATION
+$76.8K
6,397
-1%
增持
MCD
MCDONALDS CORP
+$76.5K
2,048
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$71.1K
1,622
+3%
减持
AXP
AMERICAN EXPRESS CO
+$70.8K
4,394
-1%
增持
DIS
DISNEY WALT CO
+$67.9K
3,355
+9%
增持
T
AT&T INC
+$66.9K
26,264
+10%
建仓
SACH
SACHEM CAP CORP
+$63.2K
17,000
增持
VUG
VANGUARD INDEX FDS
+$61.5K
1,414
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$58.2K
1,907
+1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$57.1K
5,643
+22%
增持
CARR
CARRIER GLOBAL CORPORATION
+$55.5K
11,524
+1%
增持
CMCSA
COMCAST CORP NEW
+$54.4K
7,399
+14%
减持
NVS
NOVARTIS AG
-$54.3K
5,742
-11%
减持
UNP
UNION PAC CORP
-$51.9K
3,215
-5%
减持
KO
COCA COLA CO
-$50.9K
14,907
-3%
增持
EIX
EDISON INTL
+$45.9K
4,608
+5%
减持
PSX
PHILLIPS 66
-$45.8K
9,242
-2%
增持
FSK
FS KKR CAP CORP
+$42.4K
27,858
+3%
减持
ABBV
ABBVIE INC
-$41.9K
4,214
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$41.2K
3,734
-4%
增持
MRK
MERCK & CO INC
+$41.1K
7,828
+10%
减持
ASO
ACADEMY SPORTS & OUTDOORS IN
+$39.3K
4,355
-7%
减持
GILD
GILEAD SCIENCES INC
-$38.9K
11,191
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$38.0K
3,436
-10%
减持
PM
PHILIP MORRIS INTL INC
-$34.9K
4,016
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$33.8K
1,580
+8%
减持
BXSL
BLACKSTONE SECD LENDING FD
+$30.7K
102,669
-9%
增持
HOMB
HOME BANCSHARES INC
-$29.2K
28,359
+0%
减持
CAT
CATERPILLAR INC
-$28.6K
910
-8%
减持
BA
BOEING CO
+$28.6K
1,329
-0%
增持
CII
BLACKROCK ENHANCD CAP & INM
+$27.7K
31,052
+0%
减持
APD
AIR PRODS & CHEMS INC
-$27.1K
876
-3%
减持
MMIN
INDEXIQ ACTIVE ETF TR
+$27.1K
72,015
-1%
增持
LYG
LLOYDS BANKING GROUP PLC
+$26.5K
45,493
+27%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$25.3K
4,196
+1%
增持
BAC
BANK AMERICA CORP
+$21.9K
10,981
+25%
增持
SCHX
SCHWAB STRATEGIC TR
+$20.2K
6,211
+0%
减持
—
CUSHMAN WAKEFIELD PLC
-$19.8K
10,305
-0%
减持
ENB
ENBRIDGE INC
-$19.8K
17,895
-0%
减持
PEP
PEPSICO INC
-$17.2K
14,786
-2%
