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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 25
增持 54
减持 61
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.4M
638,592
+84%
减持
IEMG
ISHARES INC
-$9.6M
24,648
-88%
减持
FBND
FIDELITY MERRIMACK STR TR
-$5.5M
27,440
-81%
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
VOO
VANGUARD INDEX FDS
+$4.7M
87,285
+2%
减持
BOND
PIMCO ETF TR
-$4.5M
13,779
-78%
增持
MTUM
ISHARES TR
+$4.0M
124,220
+1%
增持
QUAL
ISHARES TR
+$3.8M
177,764
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.6M
568,517
+7%
减持
AAPL
APPLE INC
-$3.4M
131,636
-2%
增持
VLUE
ISHARES TR
+$3.2M
261,200
+5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.5M
227,366
+28%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.4M
231,508
+25%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.9M
322,198
+2%
清仓
—
ALTERYX INC
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.6M
55,968
-0%
减持
MSFT
MICROSOFT CORP
+$1.5M
39,621
-2%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.4M
34,082
-63%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
3,099
+2%
减持
DAR
DARLING INGREDIENTS INC
-$1.2M
364,036
-0%
清仓
EFV
ISHARES TR
-$1.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
3,915
+101%
清仓
ADBE
ADOBE INC
-$1.1M
0
-100%
增持
IEI
ISHARES TR
+$1.0M
160,599
+7%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
191,298
-9%
减持
MMIN
INDEXIQ ACTIVE ETF TR
-$971.0K
31,937
-55%
建仓
TMUS
T-MOBILE US INC
+$931.9K
5,709
减持
META
META PLATFORMS INC
+$913.2K
7,168
-1%
减持
HD
HOME DEPOT INC
+$850.4K
23,343
-0%
减持
WM
WASTE MGMT INC DEL
+$832.5K
28,506
-3%
清仓
EOG
EOG RES INC
-$818.6K
0
-100%
减持
IWM
ISHARES TR
-$817.7K
4,169
-51%
减持
UNH
UNITEDHEALTH GROUP INC
-$808.4K
2,426
-36%
建仓
QCOM
QUALCOMM INC
+$793.4K
4,686
增持
IJR
ISHARES TR
+$792.7K
94,870
+6%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$769.5K
7,467
增持
VEA
VANGUARD TAX-MANAGED FDS
+$758.2K
27,334
+114%
建仓
CI
THE CIGNA GROUP
+$734.6K
2,023
建仓
APP
APPLOVIN CORP
+$696.2K
10,058
增持
GSLC
GOLDMAN SACHS ETF TR
+$681.5K
55,540
+3%
减持
MA
MASTERCARD INCORPORATED
+$667.4K
13,110
-1%
清仓
ULTA
ULTA BEAUTY INC
-$633.1K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$604.1K
26,468
+0%
增持
JPM
JPMORGAN CHASE & CO
+$460.1K
10,041
+10%
清仓
NEAR
ISHARES U S ETF TR
-$389.0K
0
-100%
清仓
REM
ISHARES TR
-$385.7K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$384.6K
7,092
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$368.1K
2,173
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$364.5K
4,424
+5%
增持
IXUS
ISHARES TR
+$354.5K
69,276
+3%
增持
GSIE
GOLDMAN SACHS ETF TR
+$346.1K
118,108
+4%
减持
DELL
DELL TECHNOLOGIES INC
+$332.6K
8,892
-0%
减持
GILD
GILEAD SCIENCES INC
-$328.9K
5,819
-38%
增持
AVGO
BROADCOM INC
+$325.1K
1,225
+5%
建仓
SCHW
SCHWAB CHARLES CORP
+$320.6K
4,432
增持
WMT
WALMART INC
+$306.9K
57,265
+188%
建仓
ORCL
ORACLE CORP
+$306.3K
2,439
减持
TSLA
TESLA INC
-$293.8K
3,926
-1%
减持
—
EXXON MOBIL CORP
+$292.2K
22,890
-3%
减持
V
VISA INC
+$289.2K
29,203
-3%
清仓
YYY
AMPLIFY ETF TR
-$288.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$264.7K
2,907
+55%
减持
GOOG
ALPHABET INC
+$256.4K
27,779
-1%
建仓
GSK
GSK PLC
+$235.3K
5,489
建仓
XT
ISHARES TR
+$234.6K
3,935
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$233.6K
402
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$233.2K
4,300
减持
PG
PROCTER AND GAMBLE CO
+$226.8K
18,218
-2%
增持
MOAT
VANECK ETF TRUST
+$219.5K
4,847
+90%
建仓
VV
VANGUARD INDEX FDS
+$213.1K
889
建仓
PGR
PROGRESSIVE CORP
+$210.5K
1,018
增持
COP
CONOCOPHILLIPS
+$208.6K
12,432
+5%
建仓
TFC
TRUIST FINL CORP
+$205.5K
5,271
建仓
PDN
INVESCO EXCH TRADED FD TR II
+$205.1K
6,237
建仓
RTX
RTX CORPORATION
+$204.5K
2,097
建仓
HON
HONEYWELL INTL INC
+$204.1K
994
建仓
FNDF
SCHWAB STRATEGIC TR
+$201.4K
5,655
清仓
ABT
ABBOTT LABS
-$201.0K
0
-100%
建仓
—
OXFORD LANE CAP CORP
+$196.0K
38,575
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$192.9K
10,000
增持
IVV
ISHARES TR
+$166.0K
861
+44%
增持
IWF
ISHARES TR
+$160.7K
1,440
+34%
减持
BXSL
BLACKSTONE SECD LENDING FD
+$159.1K
98,276
-6%
减持
HUBB
HUBBELL INC
+$152.1K
1,824
-1%
减持
LLY
ELI LILLY & CO
+$150.3K
920
-5%
减持
GOOGL
ALPHABET INC
+$149.3K
26,347
-4%
增持
LII
LENNOX INTL INC
+$148.7K
3,416
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$146.5K
65,926
-5%
增持
CAT
CATERPILLAR INC
+$144.8K
1,012
+32%
增持
BAC
BANK AMERICA CORP
+$134.3K
14,066
+19%
减持
INTC
INTEL CORP
-$134.2K
15,133
-5%
清仓
PFLT
PENNANTPARK FLOATING RATE CA
-$127.8K
0
-100%
减持
CSX
CSX CORP
+$123.9K
94,964
-3%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$123.2K
11,206
减持
VTEB
VANGUARD MUN BD FDS
-$121.6K
19,413
-10%
减持
MUB
ISHARES TR
-$119.6K
5,912
-15%
减持
PCAR
PACCAR INC
+$119.4K
6,081
-6%
增持
—
MEDTRONIC PLC
+$118.8K
4,135
+41%
减持
MLN
VANECK ETF TRUST
-$116.8K
41,630
-12%
增持
IUSB
ISHARES TR
+$114.5K
134,698
+3%
增持
VUG
VANGUARD INDEX FDS
+$113.3K
1,612
+14%
增持
NVO
NOVO-NORDISK A S
+$111.2K
2,696
+19%
减持
AGG
ISHARES TR
-$108.8K
5,067
-17%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$108.6K
6,414
+28%
减持
IR
INGERSOLL RAND INC
+$105.2K
9,346
-8%
建仓
ECC
EAGLE POINT CREDIT COMPANY I
+$104.8K
10,370
减持
PH
PARKER-HANNIFIN CORP
+$101.0K
1,726
-7%
增持
TXN
TEXAS INSTRS INC
+$99.2K
6,400
+7%
减持
FISV
FISERV INC
+$90.2K
5,077
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$90.0K
30,642
+0%
减持
NVS
NOVARTIS AG
-$88.7K
6,406
-9%
增持
ITOT
ISHARES TR
+$88.2K
4,963
+8%
增持
COST
COSTCO WHSL CORP NEW
+$85.7K
964
+3%
减持
GWW
GRAINGER W W INC
+$85.0K
866
-10%
减持
CRM
SALESFORCE INC
+$83.4K
3,430
-5%
增持
BA
BOEING CO
-$82.3K
1,343
+3%
减持
CSCO
CISCO SYS INC
-$80.0K
28,589
-4%
减持
IUSV
ISHARES TR
+$78.4K
15,423
-1%
减持
PSX
PHILLIPS 66
+$77.0K
7,470
-13%
增持
CVX
CHEVRON CORP NEW
+$74.6K
8,020
+0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$73.9K
4,080
+7%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$73.7K
15,677
减持
AMAT
APPLIED MATLS INC
+$71.9K
5,581
-16%
增持
—
XAI OCTAGN FLT RAT & ALT INM
+$69.6K
35,800
+39%
减持
DIS
DISNEY WALT CO
+$69.5K
3,335
-11%
增持
COR
CENCORA INC
+$68.2K
1,185
+11%
增持
DIVO
AMPLIFY ETF TR
+$68.1K
23,569
+2%
减持
C
CITIGROUP INC
+$67.6K
7,371
-5%
减持
TXT
TEXTRON INC
+$65.7K
7,600
-8%
增持
AAL
AMERICAN AIRLS GROUP INC
+$64.7K
18,738
+15%
增持
TGT
TARGET CORP
+$63.1K
1,763
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$62.9K
5,202
-2%
增持
CMCSA
COMCAST CORP NEW
+$62.2K
8,911
+21%
减持
QQQ
INVESCO QQQ TR
+$61.7K
3,368
-4%
增持
PB
PROSPERITY BANCSHARES INC
-$56.1K
30,179
+0%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$56.0K
10,288
-11%
增持
WFC
WELLS FARGO CO NEW
+$52.1K
5,342
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.1K
9,455
+3%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$51.4K
3,623
+1%
减持
—
BLACKROCK INC
+$50.5K
3,259
-1%
减持
FVAL
FIDELITY COVINGTON TRUST
-$48.6K
4,712
-21%
减持
ELV
ELEVANCE HEALTH INC
+$48.5K
1,205
-1%
减持
—
LAM RESEARCH CORP
+$47.3K
1,088
-16%
减持
—
CHUBB LIMITED
+$45.9K
3,071
-7%
增持
KO
COCA COLA CO
+$45.1K
15,501
+1%
减持
MRK
MERCK & CO INC
+$43.3K
2,633
-6%
增持
—
INDEPENDENT BANK GROUP INC
-$41.1K
8,520
+1%
减持
ABBV
ABBVIE INC
+$40.0K
2,908
-8%
减持
FDX
FEDEX CORP
+$33.7K
1,712
-6%
减持
DBEF
DBX ETF TR
+$33.3K
9,577
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$31.8K
6,232
-1%
