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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 76
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
UPS
UNITED PARCEL SERVICE INC
-$4.8M
319,121
-0%
增持
AAPL
APPLE INC
+$4.2M
138,807
+1%
增持
DAR
DARLING INGREDIENTS INC
+$3.7M
488,191
+4%
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
MSFT
MICROSOFT CORP
+$2.3M
40,583
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
497,155
+5%
增持
AMZN
AMAZON COM INC
+$1.7M
56,184
+3%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
81,954
-3%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
27,670
+12%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$936.4K
1,915
增持
IUSB
ISHARES TR
+$880.8K
99,586
+26%
减持
QUAL
ISHARES TR
+$784.5K
168,945
-5%
建仓
PH
PARKER-HANNIFIN CORP
+$752.4K
1,929
清仓
WLK
WESTLAKE CORPORATION
-$741.9K
0
-100%
减持
—
ALTERYX INC
-$711.7K
52,890
-0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$696.8K
51,423
+10%
清仓
DVN
DEVON ENERGY CORP NEW
-$648.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$635.4K
3,147
+26%
建仓
ADI
ANALOG DEVICES INC
+$631.1K
3,240
建仓
HUBB
HUBBELL INC
+$624.7K
1,884
减持
AGG
ISHARES TR
-$594.4K
12,636
-31%
增持
GOOGL
ALPHABET INC
+$518.6K
26,691
+3%
增持
GOOG
ALPHABET INC
+$515.5K
28,850
+1%
减持
LII
LENNOX INTL INC
+$492.7K
10,332
-10%
增持
HD
HOME DEPOT INC
+$458.9K
23,898
+1%
建仓
IEFA
ISHARES TR
+$452.2K
6,699
增持
QQQ
INVESCO QQQ TR
+$445.8K
3,345
+36%
建仓
—
LINDE PLC
+$445.5K
1,169
清仓
CFG
CITIZENS FINL GROUP INC
-$430.7K
0
-100%
增持
META
META PLATFORMS INC
+$427.2K
5,523
+1%
增持
IJR
ISHARES TR
+$398.8K
87,719
+2%
增持
IXUS
ISHARES TR
+$385.9K
56,731
+11%
增持
TSLA
TESLA INC
+$385.6K
4,125
+23%
减持
CSX
CSX CORP
+$378.4K
99,628
-1%
建仓
LLY
LILLY ELI & CO
+$374.2K
798
减持
MA
MASTERCARD INCORPORATED
+$371.0K
13,434
-1%
增持
GSIE
GOLDMAN SACHS ETF TR
+$365.1K
96,142
+12%
建仓
AVGO
BROADCOM INC
+$349.7K
403
增持
BND
VANGUARD BD INDEX FDS
+$336.9K
26,173
+23%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$305.7K
0
-100%
减持
V
VISA INC
+$305.0K
31,112
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$303.6K
8,837
-30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$303.3K
548,256
+1%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$284.2K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$268.0K
103,344
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$261.0K
4,171
+11%
增持
VXUS
VANGUARD STAR FDS
+$255.2K
10,282
+77%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$247.9K
214,336
-1%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$226.1K
4,605
增持
JPM
JPMORGAN CHASE & CO
+$220.6K
9,315
+7%
建仓
HON
HONEYWELL INTL INC
+$213.8K
1,030
清仓
CAT
CATERPILLAR INC
-$208.1K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$207.2K
1,224
建仓
COR
AMERISOURCEBERGEN CORP
+$204.2K
1,061
建仓
MOAT
VANECK ETF TRUST
+$203.3K
2,548
建仓
—
ISHARES TR
+$202.9K
8,025
增持
GILD
GILEAD SCIENCES INC
+$202.8K
14,680
+31%
建仓
GS
GOLDMAN SACHS GROUP INC
+$202.0K
626
增持
PEP
PEPSICO INC
+$196.8K
15,616
+6%
减持
WM
WASTE MGMT INC DEL
+$192.2K
29,553
-2%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
-$185.3K
6,367
-41%
增持
JNJ
JOHNSON & JOHNSON
+$176.6K
11,825
+3%
减持
WMT
WALMART INC
+$172.0K
20,470
-1%
建仓
SLRC
SLR INVESTMENT CORP
+$171.2K
12,000
减持
ABBV
ABBVIE INC
-$165.2K
3,758
-11%
减持
MTUM
ISHARES TR
+$157.5K
121,215
-3%
减持
AMAT
APPLIED MATLS INC
+$153.6K
7,350
-1%
增持
MRK
MERCK & CO INC
+$143.0K
8,457
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$138.8K
4,003
+6%
增持
PB
PROSPERITY BANCSHARES INC
-$138.4K
29,815
+1%
建仓
AMTX
AEMETIS INC
+$135.3K
18,460
增持
COP
CONOCOPHILLIPS
+$133.7K
11,843
+7%
减持
—
EXXON MOBIL CORP
-$129.7K
23,558
-3%
减持
PFE
PFIZER INC
-$128.6K
28,248
-1%
建仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
+$117.8K
10,000
减持
—
LAM RESEARCH CORP
+$116.7K
1,476
-6%
清仓
PR
PERMIAN RESOURCES CORP
-$113.4K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$109.7K
1,582
-2%
增持
SACH
SACHEM CAP CORP
+$108.1K
49,100
+189%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$107.6K
2,013
+6%
增持
AAL
AMERICAN AIRLS GROUP INC
+$104.4K
24,351
+8%
增持
NVS
NOVARTIS AG
+$104.0K
6,265
+9%
建仓
—
XAI OCTAGON FLOATING RATE &
+$100.2K
15,000
减持
ULTA
ULTA BEAUTY INC
-$97.7K
1,199
-1%
建仓
BRSP
BRIGHTSPIRE CAPITAL INC
+$97.6K
14,500
增持
—
INDEPENDENT BANK GROUP INC
-$97.4K
8,597
+1%
减持
PSX
PHILLIPS 66
-$95.4K
8,824
-5%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$93.2K
68,788
-4%
增持
CVX
CHEVRON CORP NEW
+$91.6K
8,387
+11%
减持
GWW
GRAINGER W W INC
+$90.6K
1,029
-2%
增持
URI
UNITED RENTALS INC
+$89.6K
1,776
+0%
减持
VLUE
ISHARES TR
+$87.1K
236,167
-1%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$86.4K
11,096
减持
ON
ON SEMICONDUCTOR CORP
+$79.8K
10,071
-5%
增持
COST
COSTCO WHSL CORP NEW
+$78.9K
941
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$76.2K
1,943
+1%
增持
FISV
FISERV INC
+$76.1K
5,474
+1%
减持
TGT
TARGET CORP
-$76.1K
1,794
-5%
增持
BAC
BANK AMERICA CORP
+$75.2K
13,570
+24%
增持
MCD
MCDONALDS CORP
+$71.1K
2,158
+5%
减持
GBDC
GOLUB CAP BDC INC
-$71.0K
13,148
-28%
增持
IWF
ISHARES TR
+$70.6K
2,265
+0%
增持
IRT
INDEPENDENCE RLTY TR INC
+$66.9K
29,626
+0%
增持
T
AT&T INC
-$66.1K
27,552
+5%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$65.9K
33,547
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$62.1K
86,921
-1%
增持
CMCSA
COMCAST CORP NEW
+$61.9K
8,240
+11%
增持
WFC
WELLS FARGO CO NEW
+$60.9K
6,312
+13%
增持
GLD
SPDR GOLD TR
+$58.4K
1,795
+26%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$58.3K
53,655
+2%
增持
PM
PHILIP MORRIS INTL INC
+$58.1K
4,596
+14%
减持
XLU
SELECT SECTOR SPDR TR
-$56.7K
6,201
-9%
增持
IVV
ISHARES TR
+$51.7K
648
+13%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$51.6K
9,718
-6%
增持
VUG
VANGUARD INDEX FDS
+$51.3K
1,428
+1%
减持
PG
PROCTER AND GAMBLE CO
+$51.3K
19,500
-0%
建仓
—
HANESBRANDS INC
+$47.4K
10,441
减持
—
MEDTRONIC PLC
-$44.5K
3,571
-20%
增持
FDX
FEDEX CORP
+$41.5K
1,815
+2%
减持
TXT
TEXTRON INC
-$39.5K
8,328
-2%
减持
AXP
AMERICAN EXPRESS CO
+$36.0K
4,367
-1%
增持
INTC
INTEL CORP
+$35.8K
16,476
+4%
减持
XLRE
SELECT SECTOR SPDR TR
-$35.1K
9,369
-10%
增持
FSK
FS KKR CAP CORP
+$34.3K
28,657
+3%
增持
HOMB
HOME BANCSHARES INC
+$31.2K
28,370
+0%
减持
USMV
ISHARES TR
-$30.8K
18,791
-4%
减持
GSBD
GOLDMAN SACHS BDC INC
-$28.8K
10,118
-18%
减持
ENB
ENBRIDGE INC
-$28.3K
17,614
-2%
减持
C
CITIGROUP INC
-$27.0K
9,173
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$25.7K
1,678
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$25.1K
6,216
+0%
增持
UNP
UNION PAC CORP
+$24.4K
3,282
+2%
增持
CSCO
CISCO SYS INC
+$23.3K
31,380
+3%
增持
DIVO
AMPLIFY ETF TR
+$21.8K
24,460
+1%
增持
PAGP
PLAINS GP HLDGS L P
+$21.6K
11,383
+1%
增持
CII
BLACKROCK ENHANCD CAP & INM
+$20.8K
31,202
+0%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$20.7K
21,276
+1%
增持
KMI
KINDER MORGAN INC DEL
+$20.7K
16,160
+10%
减持
DVY
ISHARES TR
-$20.3K
2,200
-4%
增持
KRG
KITE RLTY GROUP TR
+$20.0K
12,048
+1%
增持
MPT
MEDICAL PPTYS TRUST INC
+$18.9K
14,828
+3%
增持
AMGN
AMGEN INC
-$18.2K
2,320
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$17.0K
31,025
+0%
增持
BA
BOEING CO
+$16.5K
1,415
+6%
增持
MO
ALTRIA GROUP INC
+$16.3K
9,021
+3%
增持
—
CHUBB LIMITED
+$15.5K
3,362
+3%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$14.6K
27,090
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$14.5K
192
+1%
增持
TXN
TEXAS INSTRS INC
+$14.4K
3,087
+6%
减持
APD
AIR PRODS & CHEMS INC
-$11.7K
801
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$10.8K
14,452
-4%
