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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 23
增持 43
减持 62
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
DYNF
BLACKROCK ETF TRUST
+$30.9M
653,852
+3254%
增持
VOO
VANGUARD INDEX FDS
+$25.9M
141,621
+63%
增持
IEFA
ISHARES TR
+$24.6M
333,509
+3514%
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
JEPI
J P MORGAN EXCHANGE TRADED F
-$22.1M
196,176
-66%
减持
VLUE
ISHARES TR
-$20.2M
75,691
-72%
减持
MTUM
ISHARES TR
-$12.2M
66,344
-46%
建仓
VCRB
VANGUARD MALVERN FDS
+$11.1M
143,598
建仓
VFLO
VICTORY PORTFOLIOS II
+$11.1M
323,494
减持
IEI
ISHARES TR
-$9.7M
75,699
-53%
建仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$7.8M
323,904
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$6.7M
109,075
-55%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.2M
315,636
-0%
增持
AAPL
APPLE INC
-$3.6M
127,867
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.3M
313,541
+28%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
MSFT
MICROSOFT CORP
-$1.8M
40,813
+0%
减持
QUAL
ISHARES TR
-$1.7M
175,299
-1%
增持
AMZN
AMAZON COM INC
-$1.4M
59,479
+2%
减持
GOOG
ALPHABET INC
-$1.1M
27,209
-3%
建仓
BALT
INNOVATOR ETFS TRUST
+$1.1M
34,692
减持
WMT
WALMART INC
-$978.2K
171,804
-3%
清仓
PH
PARKER-HANNIFIN CORP
-$940.9K
0
-100%
增持
IJR
ISHARES TR
-$931.4K
94,804
+1%
清仓
AMAT
APPLIED MATLS INC
-$890.1K
0
-100%
减持
V
VISA INC
+$885.8K
28,488
-1%
增持
GOOGL
ALPHABET INC
-$862.8K
27,533
+2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$830.1K
92,434
-19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$758.0K
5,369
+16%
减持
WM
WASTE MGMT INC DEL
+$733.0K
27,356
-1%
增持
LLY
ELI LILLY & CO
+$730.0K
1,856
+78%
清仓
NEE
NEXTERA ENERGY INC
-$694.2K
0
-100%
减持
APP
APPLOVIN CORP
-$678.9K
8,838
-5%
减持
BAC
BANK AMERICA CORP
-$654.1K
16,464
-46%
建仓
EXPE
EXPEDIA GROUP INC
+$646.3K
3,845
增持
AVGO
BROADCOM INC
-$625.9K
10,346
+2%
减持
HD
HOME DEPOT INC
-$619.3K
22,804
-1%
减持
TSLA
TESLA INC
-$609.1K
4,182
-0%
清仓
LDOS
LEIDOS HOLDINGS INC
-$577.8K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$560.1K
8,607
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$559.4K
7,913
建仓
AEE
AMEREN CORP
+$558.9K
5,567
建仓
PINS
PINTEREST INC
+$537.0K
17,321
清仓
—
INDEPENDENT BANK GROUP INC
-$528.1K
0
-100%
减持
IUSB
ISHARES TR
-$511.8K
27,016
-30%
增持
—
EXXON MOBIL CORP
+$508.2K
27,739
+7%
建仓
—
SOUTHSTATE CORPORATION
+$493.0K
5,311
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$462.4K
122,252
+11%
减持
PFFD
GLOBAL X FDS
-$402.2K
16,888
-54%
减持
RDDT
REDDIT INC
-$401.8K
4,446
-16%
减持
BLK
BLACKROCK INC
-$399.5K
3,050
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$397.1K
115,685
+6%
增持
VTI
VANGUARD INDEX FDS
-$386.6K
26,379
+0%
增持
DAR
DARLING INGREDIENTS INC
-$379.3K
243,479
+3%
减持
IWM
ISHARES TR
-$373.3K
2,907
-33%
增持
IXUS
ISHARES TR
+$352.4K
82,267
+1%
建仓
TJAN
INNOVATOR ETFS TRUST
+$335.0K
13,240
增持
GSIE
GOLDMAN SACHS ETF TR
+$331.4K
140,304
+0%
增持
MA
MASTERCARD INCORPORATED
+$329.8K
13,325
+1%
清仓
VO
VANGUARD INDEX FDS
-$324.7K
0
-100%
清仓
PTL
NORTHERN LTS FD TR IV
-$319.1K
0
-100%
增持
VPLS
VANGUARD MALVERN FDS
+$317.0K
53,483
+6%
清仓
THC
TENET HEALTHCARE CORP
-$312.9K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$307.8K
0
-100%
清仓
CAT
CATERPILLAR INC
-$295.4K
0
-100%
减持
TMUS
T-MOBILE US INC
+$295.3K
8,665
-5%
增持
NVDA
NVIDIA CORPORATION
-$289.3K
41,233
+16%
清仓
EIX
EDISON INTL
-$280.9K
0
-100%
增持
T
AT&T INC
+$274.9K
34,638
+12%
建仓
GE
GE AEROSPACE
+$265.5K
1,326
清仓
HON
HONEYWELL INTL INC
-$249.9K
0
-100%
清仓
NOW
SERVICENOW INC
-$249.1K
0
-100%
建仓
BIZD
VANECK ETF TRUST
+$246.6K
14,712
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$235.9K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$232.5K
0
-100%
建仓
MCK
MCKESSON CORP
+$226.1K
336
建仓
VST
VISTRA CORP
+$224.6K
1,913
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$221.3K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$220.9K
0
-100%
建仓
SO
SOUTHERN CO
+$220.0K
2,392
建仓
GPIX
GOLDMAN SACHS ETF TR
+$218.8K
4,695
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$216.7K
46,823
-9%
建仓
CTAS
CINTAS CORP
+$214.6K
1,044
建仓
FNDF
SCHWAB STRATEGIC TR
+$212.4K
5,876
建仓
VLO
VALERO ENERGY CORP
+$208.7K
1,580
减持
BKNG
BOOKING HOLDINGS INC
-$208.2K
361
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$204.2K
1,475
-17%
建仓
KLAC
KLA CORP
+$203.9K
300
清仓
GME
GAMESTOP CORP NEW
-$203.7K
0
-100%
清仓
BE
BLOOM ENERGY CORP
-$202.1K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$201.7K
811
清仓
VBR
VANGUARD INDEX FDS
-$200.8K
0
-100%
清仓
XHR
XENIA HOTELS & RESORTS INC
-$196.4K
0
-100%
减持
NTAP
NETAPP INC
-$190.7K
5,858
-4%
增持
PGR
PROGRESSIVE CORP
+$174.8K
3,619
+2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$174.0K
4,622
-37%
减持
LII
LENNOX INTL INC
-$167.7K
3,427
-0%
减持
DIS
DISNEY WALT CO
-$167.1K
7,385
-8%
减持
DOCU
DOCUSIGN INC
-$166.2K
7,513
-13%
减持
QQQ
INVESCO QQQ TR
-$165.6K
3,202
-2%
减持
AXP
AMERICAN EXPRESS CO
-$164.9K
3,149
-8%
减持
EME
EMCOR GROUP INC
-$163.5K
1,606
-4%
减持
BND
VANGUARD BD INDEX FDS
-$161.6K
6,289
-27%
增持
GSLC
GOLDMAN SACHS ETF TR
-$161.4K
56,685
+2%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$159.1K
8,771
+85%
减持
PEP
PEPSICO INC
-$155.3K
13,450
-6%
减持
VUG
VANGUARD INDEX FDS
-$151.7K
1,579
-12%
减持
IWF
ISHARES TR
-$150.4K
1,860
-9%
减持
HOMB
HOME BANCSHARES INC
-$132.9K
9,541
-33%
减持
KO
COCA COLA CO
+$128.7K
16,172
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$126.5K
450
-31%
增持
ABBV
ABBVIE INC
+$125.6K
3,311
+4%
减持
PFE
PFIZER INC
-$120.1K
25,334
-12%
减持
SCHX
SCHWAB STRATEGIC TR
-$118.6K
13,946
-24%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$117.5K
22,336
+61%
增持
AAL
AMERICAN AIRLS GROUP INC
-$116.4K
17,720
+2%
减持
PB
PROSPERITY BANCSHARES INC
-$116.2K
29,041
-0%
增持
GLD
SPDR GOLD TR
+$116.1K
1,602
+12%
清仓
NWG
NATWEST GROUP PLC
-$111.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$111.0K
10,893
+14%
减持
PM
PHILIP MORRIS INTL INC
+$99.5K
4,227
-11%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$90.2K
2,979
-15%
减持
IRT
INDEPENDENCE RLTY TR INC
-$89.4K
21,000
-22%
增持
CSCO
CISCO SYS INC
+$89.1K
28,338
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$88.4K
7,262
+5%
减持
FDX
FEDEX CORP
-$87.2K
1,665
-5%
增持
CORZW
CORE SCIENTIFIC INC NEW
-$82.2K
19,015
+12%
增持
SBUX
STARBUCKS CORP
+$82.0K
3,711
+20%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$81.9K
74,084
-0%
减持
QCOM
QUALCOMM INC
-$80.0K
4,049
-11%
减持
VTEB
VANGUARD MUN BD FDS
-$79.5K
18,755
-7%
减持
DBEF
DBX ETF TR
-$77.9K
7,117
-24%
增持
INTC
INTEL CORP
+$76.5K
15,536
+13%
减持
APD
AIR PRODS & CHEMS INC
-$75.7K
749
-27%
减持
AMGN
AMGEN INC
+$75.1K
2,040
-5%
减持
IEMG
ISHARES INC
-$74.6K
5,905
-22%
增持
COR
CENCORA INC
+$72.5K
1,306
+1%
减持
MO
ALTRIA GROUP INC
+$72.3K
9,943
-1%
增持
META
META PLATFORMS INC
+$69.4K
7,562
+3%
减持
CMCSA
COMCAST CORP NEW
-$69.0K
7,862
-18%
增持
—
LINDE PLC
+$68.3K
651
+16%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$65.7K
5,959
-19%
增持
AMT
AMERICAN TOWER CORP NEW
+$65.5K
1,342
+9%
增持
NFLX
NETFLIX INC
+$62.4K
432
+13%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$62.3K
59,314
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$61.6K
1,711
-2%
减持
CVX
CHEVRON CORP NEW
+$59.2K
4,688
-6%
增持
ABT
ABBOTT LABS
+$58.1K
2,207
+6%
减持
MUB
ISHARES TR
-$55.0K
5,912
-7%
减持
BOND
PIMCO ETF TR
-$53.8K
10,073
-8%
减持
—
MEDTRONIC PLC
-$53.5K
2,430
-29%
