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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 61
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IUSB
ISHARES TR
-$5.3M
38,866
-74%
建仓
VPLS
VANGUARD MALVERN FDS
+$3.8M
50,416
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.8M
113,624
-41%
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
UPS
UNITED PARCEL SERVICE INC
-$3.8M
316,288
-1%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$3.7M
110,323
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
108,847
+314%
建仓
BLK
BLACKROCK INC
+$3.3M
3,205
清仓
—
BLACKROCK INC
-$3.0M
0
-100%
减持
AAPL
APPLE INC
+$2.2M
127,858
-0%
减持
BND
VANGUARD BD INDEX FDS
-$2.1M
8,671
-76%
增持
AMZN
AMAZON COM INC
+$1.9M
58,077
+0%
减持
APP
APPLOVIN CORP
+$1.7M
9,328
-8%
减持
RDDT
REDDIT INC
-$1.4M
5,312
-84%
减持
WMT
WALMART INC
+$1.4M
177,763
-2%
增持
V
VISA INC
+$1.2M
28,787
+0%
减持
DAR
DARLING INGREDIENTS INC
-$1.1M
237,030
-3%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.0M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$855.8K
242,201
+8%
增持
MTUM
ISHARES TR
+$803.4K
123,597
+1%
增持
TMUS
T-MOBILE US INC
+$802.6K
9,132
+55%
建仓
DOCU
DOCUSIGN INC
+$777.8K
8,648
清仓
CI
THE CIGNA GROUP
-$747.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$714.6K
27,049
+2%
减持
VOO
VANGUARD INDEX FDS
+$713.3K
87,097
-1%
清仓
SLB
SCHLUMBERGER LTD
-$706.0K
0
-100%
减持
IEI
ISHARES TR
-$686.0K
161,558
-0%
增持
GOOG
ALPHABET INC
+$680.8K
28,144
+1%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$680.2K
0
-100%
建仓
NTRS
NORTHERN TR CORP
+$649.5K
6,336
增持
TSLA
TESLA INC
+$615.6K
4,192
+2%
增持
NVDA
NVIDIA CORPORATION
+$614.9K
35,432
+4%
清仓
ELV
ELEVANCE HEALTH INC
-$612.5K
0
-100%
减持
IEMG
ISHARES INC
-$597.9K
7,531
-56%
建仓
RMD
RESMED INC
+$593.7K
2,596
增持
DIS
DISNEY WALT CO
+$554.7K
8,047
+127%
增持
QUAL
ISHARES TR
+$525.7K
177,928
+2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$522.8K
245,819
+7%
增持
MA
MASTERCARD INCORPORATED
+$480.9K
13,244
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$465.4K
19,493
+81%
减持
AVGO
BROADCOM INC
+$461.4K
10,171
-8%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$420.0K
21,880
-21%
减持
HD
HOME DEPOT INC
-$376.1K
23,077
-0%
清仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$345.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$342.1K
10,279
+2%
清仓
GSK
GSK PLC
-$332.6K
0
-100%
减持
IJR
ISHARES TR
-$329.1K
94,125
-1%
建仓
THC
TENET HEALTHCARE CORP
+$312.9K
2,479
增持
WFC
WELLS FARGO CO NEW
+$298.0K
9,174
+50%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$297.5K
9,568
-55%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$281.6K
578,253
+4%
减持
PEP
PEPSICO INC
-$277.9K
14,284
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$263.4K
6,935
-1%
建仓
CRM
SALESFORCE INC
+$258.1K
772
清仓
FNDF
SCHWAB STRATEGIC TR
-$252.8K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$252.1K
376
-2%
建仓
NOW
SERVICENOW INC
+$249.1K
235
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$248.0K
74,277
+1%
清仓
VB
VANGUARD INDEX FDS
-$245.5K
0
-100%
增持
VLUE
ISHARES TR
-$244.0K
267,485
+2%
清仓
O
REALTY INCOME CORP
-$234.8K
0
-100%
减持
BOND
PIMCO ETF TR
-$234.6K
10,896
-15%
减持
FSK
FS KKR CAP CORP
-$225.5K
19,453
-41%
清仓
TGT
TARGET CORP
-$224.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$224.0K
2,528
-2%
清仓
DHI
D R HORTON INC
-$222.1K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$221.3K
2,990
减持
CSX
CSX CORP
-$221.3K
94,640
-0%
清仓
KLAC
KLA CORP
-$220.7K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$217.1K
416
建仓
INTU
INTUIT
+$216.8K
345
建仓
RSG
REPUBLIC SVCS INC
+$215.9K
1,073
增持
AMAT
APPLIED MATLS INC
-$213.5K
5,473
+0%
清仓
GE
GE AEROSPACE
-$211.6K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$211.4K
55,577
-5%
清仓
ADBE
ADOBE INC
-$208.7K
0
-100%
清仓
CTAS
CINTAS CORP
-$207.9K
0
-100%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$207.8K
6,221
-40%
清仓
MSTR
MICROSTRATEGY INC
-$207.4K
0
-100%
建仓
GME
GAMESTOP CORP NEW
+$203.7K
6,500
建仓
BE
BLOOM ENERGY CORP
+$202.1K
9,100
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$201.0K
3,789
清仓
OMC
OMNICOM GROUP INC
-$200.8K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$200.8K
1,013
减持
WM
WASTE MGMT INC DEL
-$194.0K
27,752
-1%
增持
MSFT
MICROSOFT CORP
-$185.9K
40,709
+1%
增持
CSCO
CISCO SYS INC
+$182.8K
28,035
+1%
增持
JNJ
JOHNSON & JOHNSON
-$169.1K
10,184
+1%
减持
NEE
NEXTERA ENERGY INC
-$162.1K
9,683
-4%
增持
—
EXXON MOBIL CORP
-$160.3K
25,945
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$151.0K
1,776
+2%
增持
META
META PLATFORMS INC
+$141.2K
7,325
+1%
减持
VTI
VANGUARD INDEX FDS
+$136.7K
26,350
-1%
增持
KO
COCA COLA CO
-$130.6K
16,537
+2%
增持
AMGN
AMGEN INC
-$130.4K
2,150
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$128.2K
8,111
-4%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$126.7K
15,714
增持
PDI
PIMCO DYNAMIC INCOME FD
+$116.1K
18,332
+69%
减持
BAC
BANK AMERICA CORP
+$111.3K
30,514
-2%
减持
MMIN
NEW YORK LIFE INVTS ACTIVE E
-$103.7K
29,175
-10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$99.2K
51,366
-3%
减持
AGG
ISHARES TR
-$99.0K
4,401
-15%
增持
AXP
AMERICAN EXPRESS CO
+$97.9K
3,410
+1%
减持
FISV
FISERV INC
+$97.0K
4,447
-2%
增持
VUG
VANGUARD INDEX FDS
+$95.9K
1,796
+8%
减持
PGR
PROGRESSIVE CORP
-$90.8K
3,545
-4%
减持
MUB
ISHARES TR
-$90.0K
6,367
-10%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$88.2K
17,458
+54%
增持
LLY
ELI LILLY & CO
-$87.7K
1,040
+3%
增持
KMI
KINDER MORGAN INC DEL
+$86.4K
15,171
+2%
增持
SCHX
SCHWAB STRATEGIC TR
-$83.6K
18,400
+145%
增持
PG
PROCTER AND GAMBLE CO
-$82.4K
18,659
+1%
减持
AAL
AMERICAN AIRLS GROUP INC
+$81.0K
17,402
-12%
增持
TFLO
ISHARES TR
+$78.5K
22,656
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$78.0K
31,754
+1%
增持
QQQ
INVESCO QQQ TR
+$76.6K
3,261
+0%
增持
COST
COSTCO WHSL CORP NEW
+$74.7K
1,057
+5%
增持
MPLX
MPLX LP
+$74.2K
19,200
+1%
增持
NVS
NOVARTIS AG
-$73.6K
6,619
+6%
增持
LDOS
LEIDOS HOLDINGS INC
-$73.0K
4,011
+0%
减持
USMV
ISHARES TR
-$72.1K
12,532
-3%
增持
AGNC
AGNC INVT CORP
+$71.9K
24,537
+67%
减持
CMCSA
COMCAST CORP NEW
-$70.6K
9,567
-7%
减持
NTAP
NETAPP INC
-$69.6K
6,075
-3%
增持
C
CITIGROUP INC
+$69.3K
7,735
+2%
增持
IWF
ISHARES TR
+$68.3K
2,047
+2%
增持
COP
CONOCOPHILLIPS
-$67.7K
12,241
+1%
增持
QCOM
QUALCOMM INC
-$67.7K
4,570
+1%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$66.4K
7,340
-1%
增持
GSIE
GOLDMAN SACHS ETF TR
+$65.1K
140,086
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$64.4K
9,580
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$61.5K
1,750
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$61.3K
650
+4%
减持
INTC
INTEL CORP
-$59.4K
13,781
-4%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
-$57.5K
23,583
-19%
减持
MRK
MERCK & CO INC
-$57.4K
2,630
-6%
增持
UNP
UNION PAC CORP
-$56.2K
3,489
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$55.3K
1,923
-12%
增持
AMT
AMERICAN TOWER CORP NEW
-$53.8K
1,235
+2%
减持
BXSL
BLACKSTONE SECD LENDING FD
+$52.3K
62,735
-7%
增持
ET
ENERGY TRANSFER L P
+$51.7K
14,574
+0%
增持
PFE
PFIZER INC
-$51.5K
28,725
+2%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$50.4K
3,525
-2%
减持
PSX
PHILLIPS 66
-$49.7K
2,437
-2%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$48.8K
58,130
+2%
增持
GILD
GILEAD SCIENCES INC
+$45.8K
4,265
+3%
减持
DVY
ISHARES TR
-$45.4K
2,004
-12%
增持
HON
HONEYWELL INTL INC
+$45.0K
1,106
+12%
增持
DHR
DANAHER CORPORATION
-$44.7K
1,025
+2%
增持
SACH
SACHEM CAP CORP
-$43.7K
116,640
+46%
减持
—
MEDTRONIC PLC
-$43.1K
3,403
-3%
