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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 20
减持 87
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$6.5M
41,932
-8%
减持
DAR
DARLING INGREDIENTS INC
+$4.4M
193,470
-8%
减持
AAPL
APPLE INC
-$3.6M
119,496
-4%
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
VOO
VANGUARD INDEX FDS
-$3.6M
144,500
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.6M
244,431
-17%
减持
APP
APPLOVIN CORP
-$1.9M
6,029
-5%
减持
AMZN
AMAZON COM INC
-$1.8M
58,942
-4%
增持
DYNF
BLACKROCK ETF TRUST
-$1.8M
729,026
+0%
减持
GOOG
ALPHABET INC
-$1.6M
26,693
-10%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
39,486
-13%
减持
V
VISA INC
-$1.6M
28,099
-2%
减持
GOOGL
ALPHABET INC
-$1.5M
26,216
-10%
减持
QUAL
ISHARES TR
-$1.4M
175,287
-1%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
12,604
-5%
减持
—
EXXON MOBIL CORP
+$1.2M
26,086
-3%
清仓
MPLX
MPLX LP
-$987.3K
0
-100%
减持
META
META PLATFORMS INC
-$980.0K
7,870
-5%
减持
AVGO
BROADCOM INC
-$951.6K
11,656
-12%
减持
JPM
JPMORGAN CHASE & CO
-$932.3K
7,488
-23%
减持
LII
LENNOX INTL INC
-$865.4K
3,607
-31%
减持
TSLA
TESLA INC
-$803.4K
6,422
-9%
减持
MTUM
ISHARES TR
-$718.3K
60,865
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$614.1K
46,348
+30%
清仓
RDDT
REDDIT INC
-$597.7K
0
-100%
减持
LLY
ELI LILLY & CO
-$592.1K
1,547
-17%
减持
HD
HOME DEPOT INC
-$571.7K
24,606
-2%
减持
GSLC
GOLDMAN SACHS ETF TR
-$555.7K
55,683
-2%
建仓
GOVT
ISHARES TR
+$537.9K
23,479
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$521.7K
3,876
-18%
减持
WMT
WALMART INC
+$503.1K
57,136
-4%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$476.9K
54,973
-19%
减持
QQQ
INVESCO QQQ TR
-$474.1K
2,294
-22%
清仓
GPIQ
GOLDMAN SACHS ETF TR
-$469.4K
0
-100%
减持
CSX
CSX CORP
+$450.1K
94,006
-0%
减持
COP
CONOCOPHILLIPS
+$428.9K
11,384
-1%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$423.5K
498,899
+5%
减持
BALT
INNOVATOR ETFS TRUST
-$413.2K
20,106
-38%
减持
VTI
VANGUARD INDEX FDS
-$410.9K
26,373
-0%
减持
TXN
TEXAS INSTRS INC
-$394.2K
5,376
-35%
清仓
AMAT
APPLIED MATLS INC
-$354.1K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$347.7K
0
-100%
减持
BLK
BLACKROCK INC
-$341.1K
2,726
-2%
减持
UPS
UNITED PARCEL SVCS INC
-$326.4K
311,009
-0%
减持
JNJ
JOHNSON & JOHNSON
+$324.2K
10,398
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$314.5K
1,943
-24%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$311.4K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$299.5K
6,399
-8%
减持
ABBV
ABBVIE INC
-$296.7K
2,150
-36%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$284.1K
5,463
+63%
清仓
OXLC
OXFORD LANE CAP CORP
-$282.3K
0
-100%
清仓
AGNC
AGNC INVT CORP
-$280.1K
0
-100%
减持
IEI
ISHARES TR
-$276.3K
48,680
-4%
清仓
NOW
SERVICENOW INC
-$273.3K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$271.8K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$271.5K
211
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$270.7K
88,092
-6%
增持
DIVO
AMPLIFY ETF TR
+$268.3K
41,165
+16%
清仓
MCK
MCKESSON CORP
-$268.2K
0
-100%
清仓
DVY
ISHARES TR
-$268.2K
0
-100%
清仓
INTU
INTUIT
-$266.3K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$259.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$258.6K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$251.5K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$244.8K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$242.3K
7,849
+63%
减持
IJR
ISHARES TR
-$240.5K
88,204
-5%
清仓
IWV
ISHARES TR
-$232.1K
0
-100%
清仓
PINS
PINTEREST INC
-$230.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$228.8K
0
-100%
建仓
PAGP
PLAINS GP HLDGS L P
+$226.7K
9,339
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$226.7K
17,338
-37%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$225.2K
0
-100%
清仓
CTAS
CINTAS CORP
-$220.8K
0
-100%
清仓
—
LINDE PLC
-$220.4K
0
-100%
减持
PEP
PEPSICO INC
-$218.5K
11,151
-18%
减持
AXP
AMERICAN EXPRESS CO
-$218.5K
3,093
-1%
清仓
IJK
ISHARES TR
-$218.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$217.4K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$216.2K
0
-100%
清仓
ECC
EAGLE POINT CREDIT COMPANY I
-$208.4K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$208.2K
0
-100%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$206.8K
14,813
清仓
DHR
DANAHER CORPORATION
-$200.4K
0
-100%
减持
ORCL
ORACLE CORP
-$195.4K
2,496
-14%
增持
BIZD
VANECK ETF TRUST
+$192.6K
51,103
+57%
减持
WM
WASTE MGMT INC DEL
+$192.1K
26,137
-1%
减持
UNP
UNION PAC CORP
-$190.9K
2,783
-26%
减持
DIS
DISNEY WALT CO
-$187.2K
6,651
-9%
清仓
—
XAI OCTAGN FLT RAT & ALT INM
-$186.2K
0
-100%
清仓
SLRC
SLR INVESTMENT CORP
-$185.5K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$185.3K
4,285
-7%
减持
BAC
BANK AMERICA CORP
-$184.9K
13,191
-12%
减持
BE
BLOOM ENERGY CORP
+$182.3K
5,541
-15%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$177.9K
0
-100%
减持
AMGN
AMGEN INC
-$174.0K
1,306
-33%
清仓
DX
DYNEX CAP INC
-$166.4K
0
-100%
减持
EME
EMCOR GROUP INC
+$163.1K
1,472
-3%
清仓
—
CUSHMAN AND WAKEFIELD LTD
-$161.9K
0
-100%
减持
IEFA
ISHARES TR
-$157.1K
379,195
-2%
减持
VLUE
ISHARES TR
+$147.0K
63,281
-2%
增持
MU
MICRON TECHNOLOGY INC
+$146.5K
2,315
+4%
减持
RTX
RTX CORPORATION
-$142.8K
1,291
-40%
减持
VLO
VALERO ENERGY CORP
+$141.4K
1,680
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$135.8K
413
-25%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$135.6K
73,699
-2%
减持
NFLX
NETFLIX INC.
-$132.8K
3,048
-33%
建仓
CGBD
CARLYLE SECURED LENDING INC
+$132.2K
12,084
减持
UBER
UBER TECHNOLOGIES INC
-$131.5K
8,617
-6%
增持
DELL
DELL TECHNOLOGIES INC
+$130.1K
2,667
+9%
减持
CSCO
CISCO SYS INC
-$128.4K
26,515
-7%
减持
PSX
PHILLIPS 66
+$126.6K
2,388
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$124.8K
3,758
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$124.1K
1,398
-11%
减持
FSK
FS KKR CAP CORP
-$124.0K
22,185
-6%
清仓
SACH
SACHEM CAP CORP
-$123.7K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$121.7K
1,156
-3%
增持
VPLS
VANGUARD MALVERN FDS
+$120.3K
55,059
+4%
减持
IXUS
ISHARES TR
+$120.2K
79,901
-1%
增持
VCRB
VANGUARD MALVERN FDS
+$113.8K
165,869
+2%
减持
INTC
INTEL CORP
+$113.7K
16,683
-1%
减持
VFLO
VICTORY PORTFOLIOS II
-$113.4K
352,701
-1%
减持
VEEV
VEEVA SYS INC
-$111.1K
2,190
-1%
减持
PGR
PROGRESSIVE CORP
-$110.1K
3,644
-0%
减持
COF
CAPITAL ONE FINL CORP
-$108.2K
1,595
-3%
减持
COST
COSTCO WHOLESALE CORPORATION
-$106.3K
1,163
-21%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$103.8K
124,353
+4%
减持
IRT
INDEPENDENCE RLTY TR INC
-$100.5K
16,289
-17%
增持
GEV
GE VERNOVA INC
+$100.3K
386
+7%
建仓
OWL
BLUE OWL CAPITAL INC
+$97.4K
10,665
减持
AAL
AMERICAN AIRLINES GROUP INC
-$97.4K
17,767
-5%
减持
PG
PROCTER & GAMBLE CO
-$95.8K
16,283
-5%
减持
RMD
RESMED INC
-$92.2K
2,324
-9%
减持
MS
MORGAN STANLEY
-$91.8K
1,238
-26%
减持
GE
GE AEROSPACE
-$91.5K
1,005
-18%
减持
ENB
ENBRIDGE INC
-$90.3K
10,110
-24%
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$89.0K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$87.1K
115,899
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$83.3K
3,182
-17%
清仓
ACRE
ARES COML REAL ESTATE CORP
-$81.3K
0
-100%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$81.2K
0
-100%
减持
PB
PROSPERITY BANCSHARES INC
-$80.4K
28,844
-1%
增持
MAT
MATTEL INC
-$76.5K
14,696
+1%
减持
MO
ALTRIA GROUP INC
+$75.0K
9,768
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$73.7K
143,649
+0%
减持
GSIE
GOLDMAN SACHS ETF TR
-$72.4K
134,709
-2%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$71.5K
33,078
+14%
增持
VUG
VANGUARD INDEX FDS
-$71.5K
1,604
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$71.3K
6,682
+1%
减持
LRCX
LAM RESEARCH CORP
-$69.6K
2,661
-29%
减持
T
AT&T INC
-$66.6K
21,682
-23%
