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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 53
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$9.5M
144,877
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$7.2M
718,287
+10%
增持
IEFA
ISHARES TR
+$6.0M
373,990
+12%
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
MSFT
MICROSOFT CORP
+$5.4M
41,584
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.1M
313,371
-1%
减持
AAPL
APPLE INC
-$2.7M
125,035
-2%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
45,103
+9%
增持
QUAL
ISHARES TR
+$2.4M
176,754
+1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.1M
159,564
-19%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$2.0M
411,040
+27%
减持
MTUM
ISHARES TR
+$2.0M
64,097
-3%
增持
WMT
WALMART INC
+$2.0M
174,617
+2%
增持
AMZN
AMAZON COM INC
+$1.8M
59,748
+0%
增持
META
META PLATFORMS INC
+$1.4M
7,759
+3%
减持
IEI
ISHARES TR
-$1.3M
63,790
-16%
增持
VFLO
VICTORY PORTFOLIOS II
+$1.3M
350,388
+8%
增持
AVGO
BROADCOM INC
+$1.2M
10,538
+2%
增持
VCRB
VANGUARD MALVERN FDS
+$1.1M
157,305
+10%
增持
HD
HOME DEPOT INC
+$1.0M
25,612
+12%
减持
DAR
DARLING INGREDIENTS INC
+$903.5K
224,295
-8%
增持
GSLC
GOLDMAN SACHS ETF TR
+$880.5K
58,662
+3%
清仓
FISV
FISERV INC
-$874.5K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$814.4K
8,729
增持
VTI
VANGUARD INDEX FDS
+$782.6K
26,429
+0%
建仓
CI
THE CIGNA GROUP
+$745.1K
2,254
减持
BALT
INNOVATOR ETFS TRUST
-$740.4K
10,856
-69%
建仓
VEEV
VEEVA SYS INC
+$684.8K
2,378
建仓
APH
AMPHENOL CORP NEW
+$681.5K
6,901
建仓
EQT
EQT CORP
+$674.0K
11,557
增持
KLAC
KLA CORP
+$668.5K
974
+225%
增持
IXUS
ISHARES TR
+$662.6K
82,856
+1%
增持
GOOG
ALPHABET INC
+$647.6K
27,614
+1%
清仓
EXPE
EXPEDIA GROUP INC
-$646.3K
0
-100%
增持
GSIE
GOLDMAN SACHS ETF TR
+$626.0K
141,903
+1%
清仓
DOCU
DOCUSIGN INC
-$611.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$593.2K
27,525
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$584.8K
2,378
-6%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$560.1K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$559.4K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$554.0K
2,394
减持
IUSB
ISHARES TR
-$547.4K
15,088
-44%
清仓
NTAP
NETAPP INC
-$514.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$465.1K
7,908
+9%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$444.8K
82,195
-11%
减持
BKNG
BOOKING HOLDINGS INC
-$429.1K
213
-41%
清仓
AGG
ISHARES TR
-$423.3K
0
-100%
减持
IJR
ISHARES TR
+$416.7K
94,523
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$394.6K
5,074
-5%
增持
ORCL
ORACLE CORP
+$392.8K
3,441
+34%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$391.9K
101,230
-7%
建仓
—
TIDAL TR II
+$390.1K
17,594
建仓
NOW
SERVICENOW INC
+$363.9K
354
建仓
LOW
LOWES COS INC
+$363.8K
1,640
增持
BIZD
VANECK ETF TRUST
+$362.4K
37,407
+154%
减持
—
EXXON MOBIL CORP
-$354.0K
27,320
-2%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$342.3K
308,920
-1%
清仓
TJAN
INNOVATOR ETFS TRUST
-$335.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$331.7K
9,592
-4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$325.2K
2,292
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$321.9K
40,426
-14%
减持
PG
PROCTER AND GAMBLE CO
-$312.1K
17,638
-4%
增持
TXN
TEXAS INSTRS INC
+$301.1K
8,065
+6%
建仓
DELL
DELL TECHNOLOGIES INC
+$299.0K
2,439
减持
IWM
ISHARES TR
-$296.3K
1,314
-55%
增持
TSLA
TESLA INC
+$295.2K
4,341
+4%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$291.3K
3,099
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$284.9K
0
-100%
减持
CSX
CSX CORP
+$281.5K
93,985
-1%
建仓
AMAT
APPLIED MATLS INC
+$265.3K
1,449
建仓
PFF
ISHARES TR
+$265.2K
8,645
减持
TMUS
T-MOBILE US INC
-$259.2K
8,612
-1%
减持
PEP
PEPSICO INC
-$255.7K
13,337
-1%
清仓
MRK
MERCK & CO INC
-$251.1K
0
-100%
建仓
GME
GAMESTOP CORP NEW
+$248.8K
10,200
增持
DIS
DISNEY WALT CO
+$238.6K
7,802
+6%
减持
QQQ
INVESCO QQQ TR
+$237.2K
3,151
-2%
减持
EME
EMCOR GROUP INC
+$236.1K
1,551
-3%
增持
BA
BOEING CO
+$235.1K
2,276
+61%
建仓
MS
MORGAN STANLEY
+$229.6K
1,630
建仓
CAT
CATERPILLAR INC
+$227.5K
586
减持
WM
WASTE MGMT INC DEL
-$226.2K
26,689
-2%
建仓
HON
HONEYWELL INTL INC
+$224.0K
962
清仓
APD
AIR PRODS & CHEMS INC
-$220.8K
0
-100%
建仓
BOTZ
GLOBAL X FDS
+$220.0K
6,739
减持
SPY
SPDR S&P 500 ETF TR
+$219.5K
3,772
-0%
清仓
—
MEDTRONIC PLC
-$218.3K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$217.7K
9,100
减持
VLUE
ISHARES TR
-$215.4K
69,402
-8%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$213.5K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$211.9K
565
减持
COP
CONOCOPHILLIPS
-$211.2K
11,576
-3%
建仓
EFV
ISHARES TR
+$209.2K
3,295
清仓
DHR
DANAHER CORPORATION
-$206.8K
0
-100%
清仓
PAGP
PLAINS GP HLDGS L P
-$203.3K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$188.7K
3,247
+3%
增持
NTRS
NORTHERN TR CORP
+$185.6K
6,212
+2%
增持
NFLX
NETFLIX INC
+$182.3K
437
+1%
减持
BND
VANGUARD BD INDEX FDS
-$175.6K
3,889
-38%
减持
CSCO
CISCO SYS INC
+$174.0K
27,713
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$162.7K
1,236
+52%
减持
T
AT&T INC
-$162.2K
28,244
-18%
减持
MA
MASTERCARD INCORPORATED
+$160.6K
13,283
-0%
减持
CVX
CHEVRON CORP NEW
-$156.9K
4,382
-7%
增持
VST
VISTRA CORP
+$155.2K
1,960
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$148.9K
70,804
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$142.6K
549
+22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$134.1K
1,846
+8%
增持
DIVO
AMPLIFY ETF TR
+$133.2K
31,022
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$126.3K
19,839
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$126.2K
27,919
-4%
增持
PINS
PINTEREST INC
+$122.5K
18,389
+6%
减持
MLN
VANECK ETF TRUST
-$118.8K
35,830
-14%
增持
IWF
ISHARES TR
+$118.5K
1,861
+0%
增持
GPIX
GOLDMAN SACHS ETF TR
+$118.2K
6,766
+44%
增持
RMD
RESMED INC
+$117.2K
2,640
+5%
增持
JNJ
JOHNSON & JOHNSON
+$112.6K
10,676
+17%
减持
LLY
ELI LILLY & CO
-$107.9K
1,828
-2%
减持
IRT
INDEPENDENCE RLTY TR INC
-$103.7K
19,338
-8%
增持
PM
PHILIP MORRIS INTL INC
+$101.1K
4,239
+0%
增持
CII
BLACKROCK ENHANCED LARGE CAP
+$97.9K
32,557
+1%
减持
AMGN
AMGEN INC
-$97.8K
1,926
-6%
减持
APP
APPLOVIN CORP
-$88.0K
6,438
-27%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$87.5K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$85.7K
3,239
+14%
增持
QCOM
QUALCOMM INC
+$84.9K
4,439
+10%
减持
PGR
PROGRESSIVE CORP
-$83.8K
3,524
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
-$83.1K
113,616
-2%
减持
ABBV
ABBVIE INC
-$82.8K
3,291
-1%
增持
INTU
INTUIT
+$82.1K
395
+6%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$79.0K
62,903
+1%
增持
COST
COSTCO WHSL CORP NEW
+$78.4K
1,110
+3%
减持
BAC
BANK AMERICA CORP
+$72.0K
16,041
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$71.9K
7,916
-1%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$70.6K
120,132
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$70.2K
4,821
+0%
减持
VPLS
VANGUARD MALVERN FDS
-$69.1K
52,431
-2%
减持
C
CITIGROUP INC
+$66.0K
7,225
-7%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$65.0K
60,570
+2%
减持
V
VISA INC
-$64.4K
27,938
-2%
减持
MPLX
MPLX LP
-$64.2K
18,704
-3%
减持
SBUX
STARBUCKS CORP
-$64.0K
3,274
-12%
减持
GE
GE AEROSPACE
+$53.8K
1,240
-6%
减持
CMCSA
COMCAST CORP NEW
-$51.6K
6,683
-15%
减持
DUK
DUKE ENERGY CORP NEW
-$50.8K
2,997
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$50.6K
12,588
+16%
减持
ENB
ENBRIDGE INC
-$50.1K
13,457
-10%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$47.2K
8,801
+0%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$46.4K
5,375
-14%
减持
KO
COCA COLA CO
-$45.4K
15,729
-3%
增持
LII
LENNOX INTL INC
+$45.1K
3,431
+0%
