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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 29
增持 46
减持 58
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
IEI
ISHARES TR
+$17.6M
150,036
增持
IEMG
ISHARES INC
+$10.6M
214,285
+4614%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$9.4M
184,539
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
JMUB
J P MORGAN EXCHANGE TRADED F
+$9.1M
178,282
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.4M
347,325
-40%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$6.7M
145,507
建仓
BOND
PIMCO ETF TR
+$5.8M
62,835
增持
VOO
VANGUARD INDEX FDS
+$4.2M
85,322
+1%
增持
VLUE
ISHARES TR
+$3.4M
248,449
+4%
增持
QUAL
ISHARES TR
+$3.0M
172,550
+2%
减持
AAPL
APPLE INC
+$2.7M
134,966
-1%
减持
MSFT
MICROSOFT CORP
+$2.4M
40,373
-0%
增持
MTUM
ISHARES TR
+$2.2M
122,575
+0%
建仓
IWM
ISHARES TR
+$1.7M
8,442
减持
DAR
DARLING INGREDIENTS INC
-$1.5M
364,120
-3%
增持
AMZN
AMAZON COM INC
+$1.4M
56,023
+0%
增持
IUSB
ISHARES TR
+$1.4M
130,810
+23%
增持
IJR
ISHARES TR
+$1.3M
89,537
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
532,834
+2%
建仓
EFV
ISHARES TR
+$1.1M
21,685
建仓
VTEB
VANGUARD MUN BD FDS
+$1.1M
21,624
增持
META
META PLATFORMS INC
+$948.0K
7,254
+34%
减持
HD
HOME DEPOT INC
+$929.5K
23,385
-2%
建仓
MLN
VANECK ETF TRUST
+$866.5K
47,480
清仓
ON
ON SEMICONDUCTOR CORP
-$835.9K
0
-100%
减持
V
VISA INC
+$814.1K
30,193
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$795.5K
91,279
+49%
清仓
URI
UNITED RENTALS INC
-$782.6K
0
-100%
建仓
IR
INGERSOLL RAND INC
+$782.2K
10,114
建仓
MUB
ISHARES TR
+$755.7K
6,971
减持
WM
WASTE MGMT INC DEL
+$755.3K
29,277
-1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$731.3K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$696.2K
69,131
-17%
建仓
DELL
DELL TECHNOLOGIES INC
+$682.0K
8,915
减持
CSCO
CISCO SYS INC
-$656.9K
29,827
-26%
清仓
AXP
AMERICAN EXPRESS CO
-$635.8K
0
-100%
建仓
PCAR
PACCAR INC
+$633.9K
6,492
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$628.7K
5,312
减持
VTI
VANGUARD INDEX FDS
+$625.9K
26,452
-1%
增持
IXUS
ISHARES TR
+$584.6K
66,943
+7%
清仓
BWA
BORGWARNER INC
-$563.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$555.1K
23,690
-5%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$551.7K
11,570
增持
GSLC
GOLDMAN SACHS ETF TR
+$545.5K
54,184
+1%
减持
AGG
ISHARES TR
-$545.2K
6,096
-50%
增持
GSIE
GOLDMAN SACHS ETF TR
+$536.5K
113,405
+8%
减持
—
BLACKROCK INC
+$506.0K
3,284
-2%
增持
BND
VANGUARD BD INDEX FDS
+$505.5K
33,159
+20%
增持
—
ALTERYX INC
+$502.4K
38,554
+10%
清仓
—
LINDE PLC
-$426.3K
0
-100%
增持
PB
PROSPERITY BANCSHARES INC
+$398.8K
30,139
+0%
建仓
NEAR
ISHARES U S ETF TR
+$389.0K
7,701
减持
MA
MASTERCARD INCORPORATED
+$386.9K
13,238
-0%
增持
CSX
CSX CORP
+$385.6K
97,965
+0%
增持
AVGO
BROADCOM INC
+$352.8K
1,164
+2%
减持
UPS
UNITED PARCEL SERVICE INC
+$342.3K
316,870
-0%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$317.4K
5,989
建仓
HYIN
WISDOMTREE TR
+$305.6K
16,187
增持
GOOGL
ALPHABET INC
+$297.5K
27,398
+2%
建仓
YYY
AMPLIFY ETF TR
+$288.9K
24,866
减持
IWF
ISHARES TR
-$277.9K
1,071
-53%
建仓
GS
GOLDMAN SACHS GROUP INC
+$263.5K
683
增持
CRM
SALESFORCE INC
+$251.1K
3,609
+5%
建仓
TGT
TARGET CORP
+$249.4K
1,751
减持
CVX
CHEVRON CORP NEW
-$247.3K
7,981
-6%
清仓
OKE
ONEOK INC NEW
-$239.2K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$237.6K
9,321
-30%
增持
JPM
JPMORGAN CHASE & CO
+$234.6K
9,119
+0%
减持
INTC
INTEL CORP
+$233.8K
15,972
-0%
减持
GOOG
ALPHABET INC
+$230.0K
28,193
-1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$229.3K
1,062
建仓
FIS
FIDELITY NATL INFORMATION SV
+$228.8K
3,809
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$225.8K
0
-100%
建仓
IWV
ISHARES TR
+$225.6K
824
建仓
COR
CENCORA INC
+$219.7K
1,069
建仓
XLK
SELECT SECTOR SPDR TR
+$219.0K
1,138
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$217.5K
1,276
建仓
MOAT
VANECK ETF TRUST
+$216.2K
2,548
增持
QQQ
INVESCO QQQ TR
+$215.5K
3,500
+3%
减持
JNJ
JOHNSON & JOHNSON
-$214.3K
10,054
-13%
清仓
APD
AIR PRODS & CHEMS INC
-$206.0K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$205.8K
209,810
-4%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$202.4K
0
-100%
建仓
ABT
ABBOTT LABS
+$201.0K
1,827
减持
LII
LENNOX INTL INC
+$189.6K
3,399
-4%
减持
USMV
ISHARES TR
-$183.5K
13,849
-21%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$181.9K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$176.2K
387
-0%
增持
IUSV
ISHARES TR
+$165.6K
15,611
+1%
增持
UNP
UNION PAC CORP
+$156.9K
3,366
+2%
增持
ULTA
ULTA BEAUTY INC
+$154.5K
1,292
+8%
清仓
—
OXFORD LANE CAP CORP
-$154.3K
0
-100%
减持
PFE
PFIZER INC
-$144.0K
24,718
-4%
增持
KO
COCA COLA CO
+$132.9K
15,327
+11%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$130.5K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
+$126.3K
1,863
-1%
增持
HOMB
HOME BANCSHARES INC
+$125.7K
28,354
+0%
减持
—
LAM RESEARCH CORP
+$124.0K
1,290
-9%
减持
WMT
WALMART INC
-$122.6K
19,910
-2%
减持
NVDA
NVIDIA CORPORATION
+$119.8K
3,043
-5%
减持
AMAT
APPLIED MATLS INC
+$113.3K
6,658
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$112.9K
1,699
+6%
清仓
AGNC
AGNC INVT CORP
-$111.0K
0
-100%
减持
MMIN
INDEXIQ ACTIVE ETF TR
+$110.0K
71,135
-1%
减持
FISV
FISERV INC
+$107.0K
5,429
-0%
减持
ADBE
ADOBE INC
+$99.2K
1,768
-6%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$97.9K
28,461
-17%
增持
REM
ISHARES TR
+$97.8K
16,352
+27%
减持
PSX
PHILLIPS 66
+$95.4K
8,586
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$92.7K
1,943
-0%
减持
GWW
GRAINGER W W INC
+$92.5K
960
-6%
减持
LLY
ELI LILLY & CO
-$92.0K
970
-21%
减持
EOG
EOG RES INC
-$91.6K
6,768
-6%
减持
COST
COSTCO WHSL CORP NEW
+$87.8K
940
-0%
减持
—
INDEPENDENT BANK GROUP INC
+$87.1K
8,451
-3%
减持
ABBV
ABBVIE INC
-$84.3K
3,160
-18%
减持
PEP
PEPSICO INC
-$83.5K
14,874
-3%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$82.6K
0
-100%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$81.0K
3,586
-0%
增持
—
XAI OCTAGON FLOATING RATE &
+$80.0K
25,800
+72%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$79.1K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$77.9K
1,876
-5%
增持
DIS
DISNEY WALT CO
+$76.5K
3,750
+16%
减持
C
CITIGROUP INC
+$76.1K
7,748
-1%
减持
BA
BOEING CO
+$71.4K
1,310
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$70.7K
3,815
-1%
增持
T
AT&T INC
+$62.0K
28,766
+3%
减持
PG
PROCTER AND GAMBLE CO
-$56.1K
18,623
-2%
减持
TXN
TEXAS INSTRS INC
+$55.6K
5,959
-1%
增持
VUG
VANGUARD INDEX FDS
+$55.4K
1,420
+0%
减持
TSLA
TESLA INC
-$54.9K
3,960
-5%
减持
—
CHUBB LIMITED
+$51.1K
3,318
-1%
增持
IEFA
ISHARES TR
+$48.4K
7,156
+1%
增持
SBUX
STARBUCKS CORP
+$46.0K
2,696
+16%
增持
IRT
INDEPENDENCE RLTY TR INC
+$42.8K
29,782
+1%
清仓
—
HANESBRANDS INC
-$40.2K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$40.1K
6,293
+1%
增持
COP
CONOCOPHILLIPS
-$39.8K
11,835
+0%
增持
IVV
ISHARES TR
+$38.9K
600
+4%
减持
WFC
WELLS FARGO CO NEW
+$36.5K
5,232
-3%
减持
ENB
ENBRIDGE INC
+$34.9K
16,263
-2%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$34.5K
55,430
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.3K
4,194
+0%
减持
—
MEDTRONIC PLC
-$31.7K
2,932
-16%
减持
GBDC
GOLUB CAP BDC INC
-$30.4K
10,741
-18%
减持
BAC
BANK AMERICA CORP
+$29.4K
11,851
-12%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$27.8K
30,517
+0%
增持
FSK
FS KKR CAP CORP
+$26.1K
30,335
+3%
增持
XHR
XENIA HOTELS & RESORTS INC
+$24.7K
12,940
+1%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$23.6K
21,817
+1%
