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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 40
减持 84
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
VUSB
VANGUARD BD INDEX FDS
+$14.8M
296,102
减持
WMT
WALMART INC
-$11.3M
59,221
-66%
减持
UPS
UNITED PARCEL SERVICE INC
+$4.9M
311,760
-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。
减持
MSFT
MICROSOFT CORP
-$2.4M
45,612
-3%
增持
GOOGL
ALPHABET INC
+$2.1M
28,996
+1%
增持
GOOG
ALPHABET INC
+$2.1M
29,560
+0%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$2.1M
35,742
减持
AAPL
APPLE INC
+$2.0M
124,846
-0%
减持
HD
HOME DEPOT INC
-$1.7M
25,180
-1%
减持
DAR
DARLING INGREDIENTS INC
+$1.0M
211,085
-1%
增持
AVGO
BROADCOM INC
+$968.2K
13,173
+21%
减持
APP
APPLOVIN CORP
-$886.7K
6,314
-12%
减持
VOO
VANGUARD INDEX FDS
+$848.4K
143,379
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$844.5K
4,733
-26%
增持
IEFA
ISHARES TR
+$833.0K
385,486
+0%
减持
MTUM
ISHARES TR
-$814.4K
61,225
-3%
增持
AMZN
AMAZON COM INC
+$799.0K
61,186
+1%
增持
LII
LENNOX INTL INC
+$722.3K
5,230
+52%
减持
DYNF
BLACKROCK ETF TRUST
+$716.8K
726,833
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$635.6K
2,227
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$628.9K
143,531
-7%
增持
LLY
ELI LILLY & CO
+$610.1K
1,875
+2%
减持
VFLO
VICTORY PORTFOLIOS II
+$599.7K
356,476
-1%
减持
IEI
ISHARES TR
-$585.6K
50,689
-9%
减持
TMUS
T-MOBILE US INC
-$549.6K
7,391
-14%
增持
META
META PLATFORMS INC
-$511.3K
8,306
+2%
减持
IVV
ISHARES TR
-$476.8K
1,002
-42%
建仓
GD
GENERAL DYNAMICS CORP
+$441.5K
1,312
减持
ORCL
ORACLE CORP
-$439.7K
2,886
-19%
建仓
COF
CAPITAL ONE FINL CORP
+$399.2K
1,647
减持
PINS
PINTEREST INC
-$364.9K
8,883
-52%
建仓
—
TE CONNECTIVITY PLC
+$347.1K
1,526
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$341.9K
323,198
-2%
减持
TFLO
ISHARES TR
-$338.9K
17,552
-27%
减持
VLUE
ISHARES TR
+$337.0K
64,733
-5%
增持
LRCX
LAM RESEARCH CORP
+$331.8K
3,728
+63%
增持
BALT
INNOVATOR ETFS TRUST
+$325.9K
32,411
+40%
减持
QUAL
ISHARES TR
+$314.3K
176,230
-1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$311.4K
3,653
清仓
—
TIDAL TRUST II
-$301.7K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$293.6K
93,476
-6%
建仓
MAT
MATTEL INC
+$290.0K
14,618
建仓
PTC
PTC INC
+$283.3K
1,626
减持
PG
PROCTER AND GAMBLE CO
-$282.3K
17,080
-4%
减持
PAYC
PAYCOM SOFTWARE INC
-$281.8K
1,356
-43%
减持
BLK
BLACKROCK INC
-$271.7K
2,768
-0%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$266.4K
9,927
减持
FBND
FIDELITY MERRIMACK STR TR
-$266.3K
112,949
-4%
减持
NVDA
NVIDIA CORPORATION
-$255.3K
45,580
-3%
建仓
ISRG
INTUITIVE SURGICAL INC
+$251.5K
444
清仓
SO
SOUTHERN CO
-$251.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$248.6K
28,374
+0%
减持
EQT
EQT CORP
-$246.0K
7,503
-37%
清仓
IWM
ISHARES TR
-$237.7K
0
-100%
建仓
NEM
NEWMONT CORP
+$234.4K
2,348
减持
IWF
ISHARES TR
-$234.2K
1,348
-28%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$230.0K
13,254
清仓
URI
UNITED RENTALS INC
-$229.1K
0
-100%
清仓
—
ASML HOLDING N V
-$222.7K
0
-100%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$212.0K
119,821
-5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$209.8K
75,543
-6%
建仓
LPLA
LPL FINL HLDGS INC
+$208.2K
583
清仓
—
VERITEX HLDGS INC
-$208.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$204.8K
10,715
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$202.1K
56,836
-4%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$201.9K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$200.6K
947
建仓
DHR
DANAHER CORPORATION
+$200.4K
876
减持
VEEV
VEEVA SYS INC
-$199.8K
2,221
-5%
减持
ETB
EATON VANCE TAX MNGED BUY WR
-$193.8K
47,987
-22%
减持
QQQ
INVESCO QQQ TR
-$193.6K
2,927
-12%
增持
VTI
VANGUARD INDEX FDS
+$189.8K
26,461
+0%
减持
UGI
UGI CORP NEW
-$188.0K
7,650
-46%
增持
VCRB
VANGUARD MALVERN FDS
+$181.1K
163,312
+2%
减持
VPLS
VANGUARD MALVERN FDS
-$179.6K
53,148
-4%
减持
IXUS
ISHARES TR
-$165.6K
80,369
-5%
清仓
—
CUSHMAN WAKEFIELD PLC
-$164.1K
0
-100%
建仓
—
CUSHMAN AND WAKEFIELD LTD
+$161.9K
10,000
减持
BIZD
VANECK ETF TRUST
-$160.7K
32,548
-22%
减持
—
EXXON MOBIL CORP
+$146.4K
26,811
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$142.6K
6,951
-8%
减持
GLD
SPDR GOLD TR
-$136.3K
1,111
-32%
增持
COST
COSTCO WHSL CORP NEW
+$130.3K
1,467
+20%
增持
C
CITIGROUP INC
+$124.0K
7,324
+2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$122.9K
6,607
-5%
减持
V
VISA INC
+$122.7K
28,739
-1%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$119.2K
0
-100%
增持
NFLX
NETFLIX INC
-$118.5K
4,542
+900%
减持
RMD
RESMED INC
-$111.2K
2,549
-4%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$110.0K
14,310
-37%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$109.4K
70,461
-2%
减持
IJR
ISHARES TR
-$107.2K
93,237
-2%
减持
T
AT&T INC
-$106.5K
27,987
-1%
增持
UBER
UBER TECHNOLOGIES INC
-$106.1K
9,195
+5%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$102.8K
476,879
+1%
减持
TXN
TEXAS INSTRS INC
-$101.2K
8,288
-1%
减持
KLAC
KLA CORP
+$99.6K
958
-3%
增持
CORZ
CORE SCIENTIFIC INC NEW
-$97.5K
29,078
+0%
减持
—
LINDE PLC
-$97.3K
517
-23%
减持
LMT
LOCKHEED MARTIN CORP
-$94.8K
1,193
-11%
减持
MO
ALTRIA GROUP INC
-$93.8K
9,878
-2%
减持
RDDT
REDDIT INC
-$93.5K
2,600
-13%
增持
PB
PROSPERITY BANCSHARES INC
+$87.6K
29,202
+0%
增持
TSLA
TESLA INC
+$86.2K
7,095
+2%
减持
AMGN
AMGEN INC
+$86.1K
1,935
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$86.0K
25,335
+1%
减持
FDX
FEDEX CORP
+$85.3K
1,658
-1%
增持
NOW
SERVICENOW INC
-$84.7K
1,784
+359%
减持
EME
EMCOR GROUP INC
-$80.9K
1,510
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$80.5K
9,729
+0%
减持
GME
GAMESTOP CORP NEW
-$77.9K
10,300
-49%
减持
DIS
DISNEY WALT CO
-$75.6K
7,280
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$72.9K
1,563
+13%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$72.8K
7,794
+49%
增持
INTC
INTEL CORP
+$71.6K
16,870
+3%
增持
CSX
CSX CORP
+$71.1K
94,037
+0%
减持
BE
BLOOM ENERGY CORP
-$69.3K
6,542
-13%
增持
CAT
CATERPILLAR INC
+$67.1K
626
+2%
减持
AMAT
APPLIED MATLS INC
+$64.8K
1,378
-2%
减持
AXP
AMERICAN EXPRESS CO
+$62.6K
3,119
-5%
减持
APH
AMPHENOL CORP NEW
+$60.7K
6,707
-2%
减持
AAL
AMERICAN AIRLS GROUP INC
+$60.4K
18,798
-7%
增持
VST
VISTRA CORP
-$60.4K
1,775
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$60.0K
2,291
-14%
减持
DUK
DUKE ENERGY CORP NEW
-$58.7K
2,645
-11%
增持
NVS
NOVARTIS AG
+$56.5K
5,709
+0%
减持
USMV
ISHARES TR
-$54.6K
11,768
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$53.8K
2,545
-2%
增持
ECC
EAGLE POINT CREDIT COMPANY I
+$53.2K
36,175
+54%
增持
CARR
CARRIER GLOBAL CORPORATION
-$53.0K
8,037
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$50.5K
22,561
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$48.6K
3,767
-0%
增持
IUSV
ISHARES TR
+$48.4K
15,506
+1%
减持
ABT
ABBOTT LABS
-$47.8K
2,064
-10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$47.4K
11,348
-2%
减持
DELL
DELL TECHNOLOGIES INC
-$45.8K
2,444
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$41.5K
3,952
-16%
增持
FSK
FS KKR CAP CORP
+$41.1K
23,620
+14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$40.8K
447
-1%
减持
CI
THE CIGNA GROUP
-$40.5K
2,161
-2%
减持
MRK
MERCK & CO INC
+$39.8K
2,548
-6%
减持
GILD
GILEAD SCIENCES INC
+$39.6K
3,741
-1%
减持
WM
WASTE MGMT INC DEL
-$38.1K
26,462
-0%
增持
ENB
ENBRIDGE INC
-$34.7K
13,331
+0%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$34.0K
67,573
+1%
增持
OXLC
OXFORD LANE CAP CORP
+$33.7K
19,282
+31%
减持
KO
COCA COLA CO
+$33.2K
15,460
-2%
增持
DIVO
AMPLIFY ETF TR
+$32.4K
35,458
+2%
减持
COR
CENCORA INC
+$32.0K
1,310
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$32.0K
552
-3%
