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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 88
减持 33
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$6.8M
145,447
+0%
增持
AAPL
APPLE INC
+$6.3M
125,441
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.6M
312,084
-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。
增持
DYNF
BLACKROCK ETF TRUST
+$4.4M
734,491
+2%
增持
MSFT
MICROSOFT CORP
+$3.7M
47,151
+13%
增持
APP
APPLOVIN CORP
+$2.9M
7,155
+11%
增持
IEFA
ISHARES TR
+$2.4M
385,438
+3%
增持
QUAL
ISHARES TR
+$2.4M
178,347
+1%
增持
GOOG
ALPHABET INC
+$2.3M
29,415
+7%
增持
GOOGL
ALPHABET INC
+$2.1M
28,643
+4%
减持
DAR
DARLING INGREDIENTS INC
-$1.9M
213,212
-5%
增持
TSLA
TESLA INC
+$1.7M
6,981
+61%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$1.7M
473,236
+15%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
46,929
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.3M
330,165
+7%
增持
VFLO
VICTORY PORTFOLIOS II
+$1.1M
358,354
+2%
增持
IJR
ISHARES TR
+$982.0K
95,198
+1%
减持
HD
HOME DEPOT INC
+$965.5K
25,558
-0%
减持
IEI
ISHARES TR
-$961.3K
55,522
-13%
减持
WMT
WALMART INC
+$853.2K
173,950
-0%
清仓
—
CHUBB LIMITED
-$833.2K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$758.8K
6,412
+26%
减持
MTUM
ISHARES TR
+$735.9K
62,935
-2%
清仓
QCOM
QUALCOMM INC
-$706.9K
0
-100%
增持
AVGO
BROADCOM INC
+$686.2K
10,885
+3%
减持
VLUE
ISHARES TR
+$656.9K
68,084
-2%
增持
VTI
VANGUARD INDEX FDS
+$649.4K
26,456
+0%
增持
GSLC
GOLDMAN SACHS ETF TR
+$605.0K
59,299
+1%
增持
IXUS
ISHARES TR
+$562.4K
84,379
+2%
清仓
AEE
AMEREN CORP
-$546.5K
0
-100%
建仓
SSB
SOUTHSTATE BK CORP
+$542.3K
5,485
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$520.9K
29,037
清仓
—
SOUTHSTATE CORPORATION
-$498.7K
0
-100%
建仓
UGI
UGI CORP NEW
+$474.3K
14,261
减持
BE
BLOOM ENERGY CORP
+$420.1K
7,541
-17%
增持
BALT
INNOVATOR ETFS TRUST
+$411.9K
23,161
+113%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$395.4K
71,934
+2%
增持
JNJ
JOHNSON & JOHNSON
+$382.0K
10,855
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$365.7K
24,978
+26%
增持
VCRB
VANGUARD MALVERN FDS
+$336.4K
159,930
+2%
增持
BLK
BLACKROCK INC
+$328.5K
2,774
+0%
清仓
—
OXFORD LANE CAP CORP
-$308.3K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$306.4K
2,288
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$300.2K
7,555
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$273.6K
9,684
+1%
增持
CSX
CSX CORP
+$271.0K
93,994
+0%
增持
GSIE
GOLDMAN SACHS ETF TR
+$270.4K
143,474
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$268.5K
118,219
+4%
增持
META
META PLATFORMS INC
+$267.5K
8,162
+5%
减持
WM
WASTE MGMT INC DEL
-$254.8K
26,500
-1%
增持
QQQ
INVESCO QQQ TR
+$253.0K
3,317
+5%
增持
VPLS
VANGUARD MALVERN FDS
+$252.2K
55,086
+5%
清仓
ISRG
INTUITIVE SURGICAL INC
-$251.1K
0
-100%
增持
ORCL
ORACLE CORP
+$250.0K
3,564
+4%
建仓
OXLC
OXFORD LANE CAP CORP
+$248.6K
14,682
清仓
CMCSA
COMCAST CORP NEW
-$238.5K
0
-100%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$235.1K
125,515
+4%
减持
RDDT
REDDIT INC
+$235.0K
3,005
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$230.0K
5,223
+69%
建仓
URI
UNITED RENTALS INC
+$229.1K
240
建仓
SLV
ISHARES SILVER TR
+$228.4K
5,390
建仓
MRK
MERCK & CO INC
+$228.4K
2,721
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$226.6K
154,897
-3%
增持
DIVO
AMPLIFY ETF TR
+$225.5K
34,675
+12%
清仓
HON
HONEYWELL INTL INC
-$224.0K
0
-100%
建仓
—
ASML HOLDING N V
+$222.7K
230
建仓
GEV
GE VERNOVA INC
+$221.4K
360
建仓
FMB
FIRST TR EXCH TRADED FD III
+$220.8K
4,355
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$218.3K
450
增持
AMZN
AMAZON COM INC
+$215.8K
60,682
+2%
清仓
LPLA
LPL FINL HLDGS INC
-$211.9K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$211.2K
1,037
清仓
CRM
SALESFORCE INC
-$211.1K
0
-100%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$208.7K
2,793
建仓
—
VERITEX HLDGS INC
+$208.0K
6,202
清仓
CORZW
CORE SCIENTIFIC INC NEW
-$206.1K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$201.9K
2,402
增持
KLAC
KLA CORP
+$192.1K
987
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$189.6K
3,783
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
-$189.1K
66,943
+6%
减持
INTC
INTEL CORP
+$178.8K
16,419
-1%
减持
EME
EMCOR GROUP INC
+$174.7K
1,546
-0%
增持
ABBV
ABBVIE INC
+$171.3K
3,378
+3%
增持
PEP
PEPSICO INC
+$170.6K
13,754
+3%
减持
APH
AMPHENOL CORP NEW
+$164.2K
6,834
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$162.8K
21,651
+15%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$155.8K
6,937
+44%
增持
UNH
UNITEDHEALTH GROUP INC
+$152.1K
2,589
+9%
增持
LII
LENNOX INTL INC
-$149.7K
3,433
+0%
建仓
DX
DYNEX CAP INC
+$145.9K
11,875
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$142.7K
2,008
+9%
增持
TXN
TEXAS INSTRS INC
-$135.5K
8,377
+4%
减持
—
EXXON MOBIL CORP
+$135.0K
27,318
-0%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$132.1K
0
-100%
减持
C
CITIGROUP INC
+$115.7K
7,199
-0%
增持
PB
PROSPERITY BANCSHARES INC
-$113.1K
29,096
+0%
减持
CI
THE CIGNA GROUP
-$109.8K
2,204
-2%
增持
FSK
FS KKR CAP CORP
-$108.0K
20,676
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$105.5K
2,662
+16%
增持
CARR
CARRIER GLOBAL CORPORATION
-$101.7K
8,001
+1%
增持
CVX
CHEVRON CORP NEW
+$100.7K
4,689
+7%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$99.4K
99,044
-2%
减持
PM
PHILIP MORRIS INTL INC
-$98.8K
4,151
-2%
减持
PGR
PROGRESSIVE CORP
-$96.5K
3,417
-3%
增持
—
TIDAL TRUST II
-$88.3K
21,614
+23%
增持
BAC
BANK AMERICA CORP
+$88.3K
16,425
+2%
减持
BA
BOEING CO
-$84.1K
1,820
-20%
增持
IWF
ISHARES TR
+$82.0K
1,862
+0%
增持
MO
ALTRIA GROUP INC
+$80.9K
10,043
+1%
增持
MMIN
NEW YORK LIFE INVTS ACTIVE E
+$80.2K
32,441
+9%
增持
PG
PROCTER AND GAMBLE CO
-$80.0K
17,768
+1%
减持
GLD
SPDR GOLD TR
+$77.3K
1,622
-1%
增持
GE
GE AEROSPACE
+$68.0K
1,287
+4%
增持
VUG
VANGUARD INDEX FDS
+$65.8K
1,580
+0%
增持
KO
COCA COLA CO
-$65.3K
15,796
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$65.3K
570
+4%
增持
PINS
PINTEREST INC
-$64.5K
18,493
+1%
增持
CAT
CATERPILLAR INC
+$64.0K
611
+4%
增持
DIS
DISNEY WALT CO
-$63.7K
7,894
+1%
减持
ENB
ENBRIDGE INC
+$62.5K
13,324
-1%
增持
VLO
VALERO ENERGY CORP
+$62.4K
1,685
+1%
增持
COP
CONOCOPHILLIPS
+$60.9K
11,626
+0%
增持
BKNG
BOOKING HOLDINGS INC
-$60.1K
217
+2%
增持
NVS
NOVARTIS AG
+$58.9K
5,697
+3%
增持
CII
BLACKROCK ENHANCED LARGE CAP
+$58.3K
32,758
+1%
增持
LOW
LOWES COS INC
+$57.1K
1,675
+2%
减持
PAYC
PAYCOM SOFTWARE INC
-$56.1K
2,392
-0%
增持
AXP
AMERICAN EXPRESS CO
+$55.4K
3,285
+1%
增持
RTX
RTX CORPORATION
+$55.2K
2,172
+3%
增持
DELL
DELL TECHNOLOGIES INC
+$54.4K
2,493
+2%
增持
NTRS
NORTHERN TR CORP
+$53.7K
6,250
+1%
增持
ETB
EATON VANCE TAX MNGED BUY WR
+$51.9K
61,769
+2%
增持
PFE
PFIZER INC
+$51.7K
26,803
+3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$49.6K
80,097
-3%
减持
IWM
ISHARES TR
-$45.9K
982
-25%
减持
INTU
INTUIT
-$44.8K
390
-1%
增持
RMD
RESMED INC
+$44.2K
2,649
+0%
增持
WFC
WELLS FARGO CO NEW
+$43.6K
8,049
+2%
增持
UBER
UBER TECHNOLOGIES INC
+$43.0K
8,752
+0%
减持
IUSB
ISHARES TR
-$42.7K
14,018
-7%
增持
PSX
PHILLIPS 66
+$42.4K
2,394
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$42.1K
3,326
+3%
减持
MA
MASTERCARD INCORPORATED
+$41.8K
13,196
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$41.7K
1,346
-1%
增持
NFLX
NETFLIX INC
-$40.9K
454
+4%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$39.6K
5,962
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$39.4K
39,610
-2%
减持
MPLX
MPLX LP
-$39.4K
18,500
-1%
增持
MS
MORGAN STANLEY
+$38.7K
1,688
+4%
增持
IEMG
ISHARES INC
+$37.4K
5,978
+1%
