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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 47
减持 79
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
DAR
DARLING INGREDIENTS INC
-$11.5M
376,119
-23%
减持
UPS
UNITED PARCEL SERVICE INC
-$7.7M
317,438
-1%
减持
AAPL
APPLE INC
-$3.6M
136,232
-2%
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
LII
LENNOX INTL INC
-$2.0M
3,556
-66%
减持
—
ALTERYX INC
-$1.1M
34,911
-34%
减持
MSFT
MICROSOFT CORP
-$1.0M
40,455
-0%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$825.2K
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$808.0K
61,203
+126%
建仓
CRM
SALESFORCE INC
+$698.6K
3,445
建仓
PFFD
GLOBAL X FDS
+$697.8K
37,095
减持
MRK
MERCK & CO INC
-$689.2K
2,784
-67%
增持
BKNG
BOOKING HOLDINGS INC
+$678.1K
388
+102%
减持
WM
WASTE MGMT INC DEL
-$637.0K
29,442
-0%
清仓
ADI
ANALOG DEVICES INC
-$631.1K
0
-100%
增持
AVGO
BROADCOM INC
+$596.5K
1,139
+183%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$585.9K
2,910
-67%
增持
CSCO
CISCO SYS INC
+$540.1K
40,247
+28%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$503.0K
522,975
+5%
增持
VLUE
ISHARES TR
-$461.5K
239,072
+1%
减持
VTI
VANGUARD INDEX FDS
-$446.1K
26,595
-4%
增持
QUAL
ISHARES TR
-$427.5K
169,649
+0%
清仓
XLU
SELECT SECTOR SPDR TR
-$405.8K
0
-100%
增持
MTUM
ISHARES TR
-$404.8K
122,265
+1%
增持
TXN
TEXAS INSTRS INC
+$404.4K
6,038
+96%
增持
—
EXXON MOBIL CORP
+$397.0K
24,865
+6%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$396.8K
0
-100%
增持
IJR
ISHARES TR
-$386.6K
88,568
+1%
减持
CSX
CSX CORP
-$386.5K
97,913
-2%
清仓
XLRE
SELECT SECTOR SPDR TR
-$353.1K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$352.6K
577,802
+5%
减持
V
VISA INC
-$341.7K
30,637
-2%
增持
GOOGL
ALPHABET INC
+$334.8K
26,973
+1%
减持
VXUS
VANGUARD STAR FDS
-$327.3K
4,658
-55%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$314.5K
217,638
+2%
增持
VOO
VANGUARD INDEX FDS
-$298.8K
84,236
+3%
增持
LLY
ELI LILLY & CO
+$283.2K
1,224
+53%
减持
PEP
PEPSICO INC
-$282.5K
15,403
-1%
减持
GOOG
ALPHABET INC
+$253.2K
28,390
-2%
减持
HD
HOME DEPOT INC
-$249.2K
23,744
-1%
建仓
OKE
ONEOK INC NEW
+$239.2K
3,771
清仓
TGT
TARGET CORP
-$236.7K
0
-100%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$226.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$222.5K
55,866
-1%
建仓
NVO
NOVO-NORDISK A S
+$214.3K
2,357
清仓
HON
HONEYWELL INTL INC
-$213.8K
0
-100%
建仓
CAT
CATERPILLAR INC
+$213.1K
780
减持
AAL
AMERICAN AIRLS GROUP INC
-$210.8K
17,643
-28%
增持
IXUS
ISHARES TR
+$209.5K
62,711
+11%
清仓
GPC
GENUINE PARTS CO
-$207.2K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$206.2K
0
-100%
减持
PSX
PHILLIPS 66
+$206.2K
8,720
-1%
清仓
COR
AMERISOURCEBERGEN CORP
-$204.2K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$203.3K
0
-100%
清仓
—
ISHARES TR
-$202.9K
0
-100%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$202.4K
1,074
清仓
GS
GOLDMAN SACHS GROUP INC
-$202.0K
0
-100%
减持
—
BLACKROCK INC
-$193.3K
3,342
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$189.6K
83,074
-4%
减持
COP
CONOCOPHILLIPS
+$186.5K
11,799
-0%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$181.9K
10,524
减持
PFE
PFIZER INC
-$180.5K
25,796
-9%
减持
PG
PROCTER AND GAMBLE CO
-$173.9K
19,094
-2%
清仓
PAGP
PLAINS GP HLDGS L P
-$168.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$167.2K
11,493
-3%
增持
GSIE
GOLDMAN SACHS ETF TR
+$153.2K
105,470
+10%
减持
KO
COCA COLA CO
-$151.1K
13,760
-10%
减持
GILD
GILEAD SCIENCES INC
-$138.7K
13,246
-10%
清仓
AMTX
AEMETIS INC
-$135.3K
0
-100%
减持
USMV
ISHARES TR
-$132.6K
17,465
-7%
减持
IRT
INDEPENDENCE RLTY TR INC
-$126.9K
29,345
-1%
减持
AXP
AMERICAN EXPRESS CO
-$125.0K
4,262
-2%
减持
BWA
BORGWARNER INC
-$119.8K
13,964
-0%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$119.2K
3,596
-15%
增持
CVX
CHEVRON CORP NEW
+$118.1K
8,527
+2%
减持
ON
ON SEMICONDUCTOR CORP
-$116.6K
8,993
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$115.3K
1,607
-4%
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$111.5K
10,464
减持
GWW
GRAINGER W W INC
-$108.4K
1,016
-1%
增持
IUSB
ISHARES TR
+$104.1K
105,965
+6%
减持
ENB
ENBRIDGE INC
-$103.5K
16,562
-6%
增持
EOG
EOG RES INC
+$100.9K
7,181
+2%
减持
C
CITIGROUP INC
-$99.9K
7,839
-15%
减持
AMGN
AMGEN INC
+$98.5K
2,283
-2%
减持
AMAT
APPLIED MATLS INC
-$96.6K
6,975
-5%
增持
NVS
NOVARTIS AG
+$96.2K
7,151
+14%
减持
MCD
MCDONALDS CORP
-$93.1K
2,091
-3%
减持
AGG
ISHARES TR
-$87.5K
12,231
-3%
减持
ULTA
ULTA BEAUTY INC
-$85.7K
1,198
-0%
减持
TXT
TEXTRON INC
+$81.6K
8,252
-1%
增持
—
OXFORD LANE CAP CORP
+$76.8K
30,927
+93%
减持
FISV
FISERV INC
-$76.4K
5,437
-1%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$73.6K
34,408
+3%
减持
DIS
DISNEY WALT CO
-$71.9K
3,234
-14%
增持
ABBV
ABBVIE INC
+$67.7K
3,851
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$67.4K
13,724
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$64.1K
10,025
+43%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$63.2K
4,982
-12%
减持
—
LAM RESEARCH CORP
-$62.9K
1,414
-4%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$60.3K
54,322
+1%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$59.6K
105,524
+2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$58.2K
14,518
-2%
增持
NVDA
NVIDIA CORPORATION
+$56.0K
3,189
+1%
减持
HOMB
HOME BANCSHARES INC
-$54.3K
28,296
-0%
减持
KMI
KINDER MORGAN INC DEL
-$53.7K
13,542
-16%
减持
—
CHUBB LIMITED
+$51.5K
3,357
-0%
减持
WFC
WELLS FARGO CO NEW
-$48.4K
5,408
-14%
增持
GSLC
GOLDMAN SACHS ETF TR
+$48.2K
53,869
+5%
减持
EIX
EDISON INTL
-$47.8K
4,408
-6%
增持
—
INDEPENDENT BANK GROUP INC
+$46.0K
8,669
+1%
减持
WMT
WALMART INC
+$43.9K
20,393
-0%
增持
PB
PROSPERITY BANCSHARES INC
-$41.4K
30,095
+1%
减持
—
MEDTRONIC PLC
-$41.3K
3,487
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.2K
4,178
+0%
减持
IVV
ISHARES TR
-$41.0K
577
-11%
增持
TSLA
TESLA INC
-$40.9K
4,152
+1%
增持
ET
ENERGY TRANSFER L P
+$40.3K
15,643
+11%
减持
HUBB
HUBBELL INC
-$39.5K
1,867
-1%
减持
JPM
JPMORGAN CHASE & CO
-$38.3K
9,078
-3%
减持
DIVO
AMPLIFY ETF TR
-$36.2K
24,312
-1%
减持
META
META PLATFORMS INC
+$34.6K
5,395
-2%
增持
FDX
FEDEX CORP
+$34.4K
1,829
+1%
减持
APD
AIR PRODS & CHEMS INC
-$33.9K
727
-9%
增持
BND
VANGUARD BD INDEX FDS
+$30.8K
27,706
+6%
减持
CARR
CARRIER GLOBAL CORPORATION
-$30.4K
9,166
-15%
增持
SPY
SPDR S&P 500 ETF TR
-$30.1K
1,944
+0%
增持
FSK
FS KKR CAP CORP
+$30.1K
29,441
+3%
减持
SBUX
STARBUCKS CORP
-$29.7K
2,331
-5%
减持
MO
ALTRIA GROUP INC
-$29.7K
9,012
-0%
减持
BA
BOEING CO
-$28.7K
1,409
-0%
增持
MMIN
INDEXIQ ACTIVE ETF TR
-$28.3K
71,645
+4%
增持
COST
COSTCO WHSL CORP NEW
+$26.1K
943
+0%
减持
ELV
ELEVANCE HEALTH INC
-$24.8K
1,303
-2%
减持
MA
MASTERCARD INCORPORATED
-$24.3K
13,284
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$23.0K
1,971
-2%
增持
GSBD
GOLDMAN SACHS BDC INC
+$21.3K
11,091
+10%
减持
PH
PARKER-HANNIFIN CORP
-$20.5K
1,879
-3%
减持
BAC
BANK AMERICA CORP
-$19.7K
13,500
-1%
减持
—
LINDE PLC
-$19.1K
1,145
-2%
减持
ADBE
ADOBE INC
+$19.1K
1,874
-2%
增持
T
AT&T INC
-$18.8K
28,007
+2%
减持
VUG
VANGUARD INDEX FDS
-$18.0K
1,418
-1%
减持
INTC
INTEL CORP
+$17.8K
15,999
-3%
增持
QQQ
INVESCO QQQ TR
-$17.7K
3,400
+2%
增持
PM
PHILIP MORRIS INTL INC
-$17.5K
4,658
+1%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$17.4K
27,076
+1%
减持
LYG
LLOYDS BANKING GROUP PLC
-$16.4K
40,128
-13%
减持
GBDC
GOLUB CAP BDC INC
+$15.1K
13,129
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$15.1K
3,891
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$14.4K
30,395
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$14.2K
3,844
-4%
