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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 73
减持 44
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$23.4M
73,734
-88%
增持
AAPL
APPLE INC
+$5.2M
131,708
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.9M
321,215
-0%
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
DAR
DARLING INGREDIENTS INC
-$3.6M
361,806
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
87,748
+1%
建仓
—
INVESCO QQQ TR
+$1.6M
3,245
清仓
QQQ
INVESCO QQQ TR
-$1.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.3M
40,238
+2%
增持
VLUE
ISHARES TR
-$1.2M
262,268
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
31,190
+906%
清仓
CRM
SALESFORCE INC
-$1.0M
0
-100%
减持
HD
HOME DEPOT INC
-$1.0M
23,069
-1%
建仓
TFLO
ISHARES TR
+$929.2K
18,341
增持
GOOG
ALPHABET INC
+$913.4K
28,040
+1%
清仓
IR
INGERSOLL RAND INC
-$887.4K
0
-100%
清仓
GWW
GRAINGER W W INC
-$880.5K
0
-100%
建仓
NTAP
NETAPP INC
+$874.9K
6,792
减持
PSX
PHILLIPS 66
-$874.0K
2,452
-67%
减持
QUAL
ISHARES TR
+$865.0K
176,157
-1%
增持
GOOGL
ALPHABET INC
+$859.1K
26,548
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$846.1K
3,654
减持
MTUM
ISHARES TR
+$773.5K
123,396
-1%
清仓
HUBB
HUBBELL INC
-$756.9K
0
-100%
清仓
TXT
TEXTRON INC
-$729.1K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$705.4K
9,962
建仓
SNX
TD SYNNEX CORPORATION
+$683.5K
5,923
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$596.8K
240,861
+6%
建仓
EME
EMCOR GROUP INC
+$593.6K
1,626
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$565.8K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$518.6K
13,136
+0%
减持
AMZN
AMAZON COM INC
+$492.7K
54,790
-2%
增持
V
VISA INC
-$477.8K
29,231
+0%
增持
WMT
WALMART INC
+$459.7K
57,678
+1%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$430.3K
85,923
-13%
增持
GSLC
GOLDMAN SACHS ETF TR
+$406.2K
57,697
+4%
减持
IEMG
ISHARES INC
-$389.9K
16,476
-33%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$386.5K
58,241
-12%
减持
IJR
ISHARES TR
-$374.2K
94,795
-0%
减持
MCD
MCDONALDS CORP
-$354.7K
1,824
-37%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$354.7K
238,474
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$348.1K
574,212
+1%
增持
CSX
CSX CORP
-$339.3K
95,097
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$314.7K
21,421
-37%
增持
IUSB
ISHARES TR
+$301.7K
142,472
+6%
减持
AVGO
BROADCOM INC
+$299.2K
1,198
-2%
建仓
PTL
NORTHERN LTS FD TR IV
+$295.4K
1,486
清仓
COR
CENCORA INC
-$287.9K
0
-100%
建仓
—
CENCORA INC
+$275.5K
1,223
建仓
DHR
DANAHER CORPORATION
+$243.2K
974
建仓
NFLX
NETFLIX INC
+$236.2K
350
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$233.2K
0
-100%
增持
IXUS
ISHARES TR
+$227.7K
72,953
+5%
建仓
KLAC
KLA CORP
+$225.9K
274
减持
IEI
ISHARES TR
-$225.4K
159,120
-1%
建仓
—
RTX CORPORATION
+$225.0K
2,241
建仓
APD
AIR PRODS & CHEMS INC
+$225.0K
872
建仓
ADBE
ADOBE INC
+$222.8K
401
建仓
—
LINDE PLC
+$220.7K
503
减持
DELL
DELL TECHNOLOGIES INC
+$209.6K
8,877
-0%
建仓
EEM
ISHARES TR
+$205.1K
4,816
清仓
RTX
RTX CORPORATION
-$204.5K
0
-100%
减持
INTC
INTEL CORP
-$204.2K
14,989
-1%
增持
VTI
VANGUARD INDEX FDS
+$201.7K
26,469
+0%
清仓
FNDF
SCHWAB STRATEGIC TR
-$201.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$197.5K
24,828
+8%
减持
COP
CONOCOPHILLIPS
-$191.3K
12,161
-2%
建仓
PAGP
PLAINS GP HLDGS L P
+$188.5K
10,013
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$179.9K
189,563
-1%
增持
LLY
ELI LILLY & CO
+$176.4K
985
+7%
增持
APP
APPLOVIN CORP
+$168.6K
10,392
+3%
增持
BKNG
BOOKING HOLDINGS INC
+$165.9K
386
+3%
减持
AMAT
APPLIED MATLS INC
+$164.9K
5,576
-0%
增持
LII
LENNOX INTL INC
+$159.4K
3,419
+0%
减持
JNJ
JOHNSON & JOHNSON
-$152.1K
9,944
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$152.1K
1,685
+53%
增持
META
META PLATFORMS INC
+$151.9K
7,205
+1%
增持
—
BLACKROCK INC
-$149.0K
3,261
+0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$147.5K
124,739
+6%
建仓
AGNC
AGNC INVT CORP
+$139.9K
14,663
增持
TXN
TEXAS INSTRS INC
+$139.6K
6,449
+1%
增持
TSLA
TESLA INC
+$137.2K
4,181
+6%
增持
PB
PROSPERITY BANCSHARES INC
-$137.1K
30,227
+0%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$123.2K
0
-100%
增持
PCAR
PACCAR INC
-$122.2K
6,131
+1%
增持
BND
VANGUARD BD INDEX FDS
+$121.3K
35,732
+6%
增持
—
OXFORD LANE CAP CORP
+$120.1K
58,320
+51%
减持
QCOM
QUALCOMM INC
+$118.3K
4,577
-2%
减持
CSCO
CISCO SYS INC
-$117.8K
27,553
-4%
减持
DIS
DISNEY WALT CO
-$106.1K
3,041
-9%
增持
TMUS
T-MOBILE US INC
+$102.8K
5,873
+3%
减持
COST
COSTCO WHSL CORP NEW
+$99.0K
947
-2%
增持
PG
PROCTER AND GAMBLE CO
+$97.3K
18,513
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$95.6K
1,786
+1%
减持
WM
WASTE MGMT INC DEL
-$95.3K
28,033
-2%
减持
—
MEDTRONIC PLC
-$86.8K
3,475
-16%
减持
—
LAM RESEARCH CORP
+$85.8K
1,074
-1%
增持
PH
PARKER-HANNIFIN CORP
-$84.6K
1,729
+0%
减持
BOND
PIMCO ETF TR
-$83.1K
12,985
-6%
增持
IRT
INDEPENDENCE RLTY TR INC
+$80.2K
29,959
+0%
减持
TGT
TARGET CORP
-$77.2K
1,589
-10%
增持
BAC
BANK AMERICA CORP
+$76.4K
15,332
+9%
增持
IVV
ISHARES TR
+$74.5K
963
+12%
减持
CAT
CATERPILLAR INC
-$74.4K
890
-12%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$73.8K
17,319
-22%
增持
KO
COCA COLA CO
+$71.5K
16,024
+3%
减持
AGG
ISHARES TR
-$71.0K
4,381
-14%
减持
FBND
FIDELITY MERRIMACK STR TR
-$70.6K
26,100
-5%
增持
VUG
VANGUARD INDEX FDS
+$68.6K
1,667
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$68.4K
2,491
+3%
增持
WFC
WELLS FARGO CO NEW
+$67.1K
6,344
+19%
减持
NVO
NOVO-NORDISK A S
-$66.8K
1,957
-27%
增持
AAL
AMERICAN AIRLS GROUP INC
-$64.2K
19,717
+5%
增持
SACH
SACHEM CAP CORP
-$64.0K
59,840
+22%
增持
UNP
UNION PAC CORP
-$58.4K
3,400
+1%
增持
T
AT&T INC
+$56.6K
29,526
+2%
清仓
SMR
NUSCALE PWR CORP
-$54.4K
0
-100%
减持
NVS
NOVARTIS AG
-$52.0K
5,332
-17%
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$49.8K
15,390
+48%
增持
PFE
PFIZER INC
+$49.2K
27,248
+6%
增持
FISV
FISERV INC
-$48.6K
5,118
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$47.4K
3,813
+10%
增持
MO
ALTRIA GROUP INC
+$45.7K
9,643
+7%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$42.2K
55,923
+2%
减持
PM
PHILIP MORRIS INTL INC
+$41.6K
4,591
-1%
增持
IWF
ISHARES TR
+$39.9K
1,441
+0%
增持
FSK
FS KKR CAP CORP
+$37.7K
31,982
+3%
减持
AMGN
AMGEN INC
+$37.6K
2,094
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$36.9K
725
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$36.3K
3,696
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$36.1K
1,707
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$35.7K
1,475
+15%
减持
ABBV
ABBVIE INC
-$34.8K
2,885
-1%
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$30.5K
29,989
+3%
增持
CMCSA
COMCAST CORP NEW
-$30.0K
9,099
+2%
清仓
CORZZ
CORE SCIENTIFIC INC NEW
-$29.3K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$28.0K
14,682
+2%
减持
ORCL
ORACLE CORP
+$26.7K
2,359
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$26.4K
7,406
+4%
增持
SBUX
STARBUCKS CORP
-$25.9K
2,616
+4%
减持
ITOT
ISHARES TR
-$25.9K
4,600
-7%
减持
ELV
ELEVANCE HEALTH INC
+$24.9K
1,199
-0%
增持
HON
HONEYWELL INTL INC
+$24.5K
1,070
+8%
增持
FDX
FEDEX CORP
+$23.6K
1,733
+1%
增持
DIVO
AMPLIFY ETF TR
+$23.0K
24,272
+3%
增持
CVX
CHEVRON CORP NEW
+$22.9K
8,234
+3%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$21.4K
2,804
+5%
增持
GILD
GILEAD SCIENCES INC
-$21.3K
5,902
+1%
增持
CII
BLACKROCK ENHANCD CAP & INM
+$18.8K
31,797
+0%
增持
ACRE
ARES COML REAL ESTATE CORP
+$18.6K
14,000
+40%
增持
HOMB
HOME BANCSHARES INC
-$17.2K
28,336
+0%
