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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 25
增持 71
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
WMT
WALMART INC
+$10.8M
182,155
+216%
减持
DAR
DARLING INGREDIENTS INC
-$4.2M
244,025
-33%
减持
VOO
VANGUARD INDEX FDS
+$2.3M
87,584
-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。
建仓
RDDT
REDDIT INC
+$2.3M
34,219
减持
AAPL
APPLE INC
+$2.1M
127,892
-3%
建仓
QQQ
INVESCO QQQ TR
+$1.6M
3,258
清仓
—
INVESCO QQQ TR
-$1.6M
0
-100%
增持
HD
HOME DEPOT INC
+$1.4M
23,082
+0%
减持
VLUE
ISHARES TR
+$1.4M
261,308
-0%
清仓
—
LAM RESEARCH CORP
-$1.1M
0
-100%
减持
QUAL
ISHARES TR
+$1.1M
173,786
-1%
增持
IJR
ISHARES TR
+$1.1M
95,539
+1%
增持
IEI
ISHARES TR
+$980.4K
161,816
+2%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$837.1K
0
-100%
减持
MTUM
ISHARES TR
+$725.3K
122,171
-1%
增持
PGR
PROGRESSIVE CORP
+$721.5K
3,705
+252%
建仓
SLB
SCHLUMBERGER LTD
+$706.0K
16,829
增持
MA
MASTERCARD INCORPORATED
+$698.2K
13,149
+0%
清仓
SNX
TD SYNNEX CORPORATION
-$683.5K
0
-100%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$680.2K
2,970
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$675.1K
224,308
-6%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$656.3K
67,418
-22%
建仓
LDOS
LEIDOS HOLDINGS INC
+$650.9K
3,993
增持
MSFT
MICROSOFT CORP
-$639.2K
40,309
+0%
清仓
PCAR
PACCAR INC
-$631.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$620.0K
30,992
+102%
增持
IUSB
ISHARES TR
+$613.9K
149,756
+5%
减持
CVX
CHEVRON CORP NEW
-$574.3K
4,846
-41%
建仓
DYNF
BLACKROCK ETF TRUST
+$533.6K
10,787
增持
META
META PLATFORMS INC
+$515.2K
7,246
+1%
增持
IXUS
ISHARES TR
+$497.9K
74,716
+2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$480.4K
191,006
+1%
减持
—
BLACKROCK INC
+$473.8K
3,203
-2%
减持
GOOG
ALPHABET INC
-$464.2K
27,986
-0%
增持
IVV
ISHARES TR
+$457.7K
1,707
+77%
减持
APP
APPLOVIN CORP
+$452.8K
10,093
-3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$442.0K
58,550
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$439.0K
554,282
-3%
增持
GOOGL
ALPHABET INC
-$429.8K
26,565
+0%
增持
VTI
VANGUARD INDEX FDS
+$419.1K
26,487
+0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$407.9K
127,325
+2%
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$345.4K
31,861
增持
PB
PROSPERITY BANCSHARES INC
+$331.9K
30,248
+0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$328.3K
230,253
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$323.1K
320,047
-0%
建仓
VO
VANGUARD INDEX FDS
+$316.4K
1,199
清仓
HYIN
WISDOMTREE TR
-$298.7K
0
-100%
减持
HOMB
HOME BANCSHARES INC
-$294.6K
14,188
-50%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$292.6K
73,547
-0%
增持
NVDA
NVIDIA CORPORATION
+$290.0K
34,118
+9%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$284.1K
1,636
清仓
NVO
NOVO-NORDISK A S
-$279.3K
0
-100%
建仓
RTX
RTX CORPORATION
+$278.1K
2,295
清仓
—
CENCORA INC
-$275.5K
0
-100%
建仓
COR
CENCORA INC
+$271.5K
1,206
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$261.0K
7,017
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$253.0K
52,945
-9%
建仓
FNDF
SCHWAB STRATEGIC TR
+$252.8K
6,764
减持
TSLA
TESLA INC
+$250.0K
4,118
-2%
建仓
VB
VANGUARD INDEX FDS
+$245.5K
1,035
增持
LII
LENNOX INTL INC
+$238.5K
3,422
+0%
减持
V
VISA INC
+$235.2K
28,759
-2%
建仓
O
REALTY INCOME CORP
+$234.8K
3,703
增持
UNH
UNITEDHEALTH GROUP INC
+$234.3K
2,571
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$231.0K
4,527
-1%
增持
IWF
ISHARES TR
+$228.7K
2,008
+39%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$227.1K
4,388
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$227.0K
4,734
清仓
—
RTX CORPORATION
-$225.0K
0
-100%
建仓
DHI
D R HORTON INC
+$222.1K
1,164
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$219.2K
518
减持
DELL
DELL TECHNOLOGIES INC
-$219.0K
8,480
-4%
增持
AMZN
AMAZON COM INC
+$217.7K
57,993
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$216.5K
1,735
+2%
建仓
ABT
ABBOTT LABS
+$214.5K
1,882
减持
AMAT
APPLIED MATLS INC
-$212.4K
5,462
-2%
建仓
GE
GE AEROSPACE
+$211.6K
1,122
建仓
CTAS
CINTAS CORP
+$207.9K
1,010
建仓
MSTR
MICROSTRATEGY INC
+$207.4K
1,230
清仓
EEM
ISHARES TR
-$205.1K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$202.4K
27,718
+14%
建仓
OMC
OMNICOM GROUP INC
+$200.8K
1,942
增持
JNJ
JOHNSON & JOHNSON
+$188.4K
10,131
+2%
减持
WM
WASTE MGMT INC DEL
-$186.6K
27,910
-0%
增持
TMUS
T-MOBILE US INC
+$178.4K
5,878
+0%
增持
CSCO
CISCO SYS INC
+$167.8K
27,750
+1%
增持
IEFA
ISHARES TR
+$163.0K
8,799
+22%
增持
PG
PROCTER AND GAMBLE CO
+$157.4K
18,537
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$152.2K
8,471
+1%
增持
NEE
NEXTERA ENERGY INC
+$150.8K
10,130
+2%
增持
NVS
NOVARTIS AG
+$150.1K
6,240
+17%
增持
BND
VANGUARD BD INDEX FDS
+$143.4K
36,186
+1%
减持
QCOM
QUALCOMM INC
-$142.0K
4,526
-1%
增持
KO
COCA COLA CO
+$140.3K
16,145
+1%
增持
NFLX
NETFLIX INC
+$139.0K
529
+51%
增持
MUB
ISHARES TR
+$138.5K
7,074
+20%
增持
TFLO
ISHARES TR
+$135.8K
21,046
+15%
减持
XLK
SELECT SECTOR SPDR TR
-$132.9K
1,100
-35%
减持
INTC
INTEL CORP
-$128.5K
14,308
-5%
增持
EME
EMCOR GROUP INC
+$127.1K
1,674
+3%
增持
TXN
TEXAS INSTRS INC
+$120.7K
6,657
+3%
增持
MCD
MCDONALDS CORP
+$115.1K
1,904
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$110.5K
10,062
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$109.8K
3,697
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$109.6K
7,519
+21%
增持
IEMG
ISHARES INC
+$109.3K
17,266
+5%
增持
COP
CONOCOPHILLIPS
-$109.3K
12,174
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$109.0K
27,766
+1%
增持
—
INDEPENDENT BANK GROUP INC
+$107.7K
8,654
+1%
增持
T
AT&T INC
+$102.4K
30,300
+3%
增持
AGG
ISHARES TR
+$100.2K
5,189
+18%
增持
PM
PHILIP MORRIS INTL INC
+$100.1K
4,657
+1%
减持
NTAP
NETAPP INC
-$100.0K
6,274
-8%
建仓
NWG
NATWEST GROUP PLC
+$99.4K
10,623
增持
ABBV
ABBVIE INC
+$94.6K
2,985
+3%
减持
CSX
CSX CORP
+$94.3K
94,855
-0%
增持
—
EXXON MOBIL CORP
+$93.0K
25,176
+1%
增持
GSK
GSK PLC
+$90.3K
8,136
+29%
增持
SBUX
STARBUCKS CORP
+$89.7K
3,010
+15%
减持
BKNG
BOOKING HOLDINGS INC
+$89.7K
384
-1%
增持
COST
COSTCO WHSL CORP NEW
+$88.8K
1,009
+7%
减持
HIG
HARTFORD FINL SVCS GROUP INC
+$85.2K
7,392
-5%
增持
UNP
UNION PAC CORP
+$82.6K
3,456
+2%
减持
ENB
ENBRIDGE INC
+$78.6K
16,620
-1%
减持
—
CHUBB LIMITED
+$78.3K
3,010
-3%
增持
CMCSA
COMCAST CORP NEW
+$73.4K
10,287
+13%
减持
USMV
ISHARES TR
+$72.0K
12,975
-2%
增持
ORCL
ORACLE CORP
+$71.9K
2,377
+1%
减持
AXP
AMERICAN EXPRESS CO
+$68.1K
3,371
-8%
增持
APD
AIR PRODS & CHEMS INC
+$68.0K
984
+13%
减持
PH
PARKER-HANNIFIN CORP
+$68.0K
1,492
-14%
增持
MO
ALTRIA GROUP INC
+$65.3K
9,886
+3%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$65.0K
13,793
-20%
增持
—
OXFORD LANE CAP CORP
+$60.7K
71,910
+23%
增持
FBND
FIDELITY MERRIMACK STR TR
+$57.6K
26,322
+1%
增持
KRG
KITE RLTY GROUP TR
+$57.0K
12,934
+1%
减持
GILD
GILEAD SCIENCES INC
-$56.7K
4,153
-30%
减持
PEP
PEPSICO INC
+$56.5K
14,407
-1%
减持
FISV
FISERV INC
+$53.7K
4,545
-11%
增持
PFE
PFIZER INC
+$51.1K
28,111
+3%
减持
DUK
DUKE ENERGY CORP NEW
+$49.6K
3,745
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$49.0K
1,206
+1%
减持
EIX
EDISON INTL
+$48.8K
3,631
-3%
增持
SACH
SACHEM CAP CORP
+$46.2K
79,840
+33%
减持
BA
BOEING CO
-$44.8K
1,368
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$44.0K
6,428
+0%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$43.7K
3,590
-2%
增持
FDX
FEDEX CORP
-$43.4K
1,740
+0%
增持
DVY
ISHARES TR
+$42.3K
2,284
+4%
增持
—
MEDTRONIC PLC
+$41.4K
3,498
+1%
