CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/14 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 141
- 較 2021 年第 1 季 −4
- 總值
- $4.33 億
- 較 2021 年第 1 季 +$3,108 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BIOLBiolase, Inc | COM NEW | 33,200 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,003 | $4.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 39,920 | $10.2 萬 | <0.1% | +197+0.5% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,088 | $12.0 萬 | <0.1% | +10,088 | 新進 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 11,290 | $12.3 萬 | <0.1% | −6,174−35.4% | 減碼 | 歷史 |
| COMSCOMSovereign Holding Corp. | COM NEW | 66,067 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,245 | $20.3 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| RPAIRetail Properties of America, Inc. | CL A | 17,883 | $20.5 萬 | <0.1% | +114+0.6% | 加碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 4,288 | $21.1 萬 | <0.1% | +4,288 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 1,733 | $21.5 萬 | <0.1% | −192−10.0% | 減碼 | 歷史 |
| Churchill Capital Corp IV171439102 | CL A | 7,620 | $22.0 萬 | 0.1% | +7,620 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 910 | $22.1 萬 | 0.1% | −7−0.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,579 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,015 | $22.1 萬 | 0.1% | −769−43.1% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,579 | $22.3 萬 | 0.1% | +4,579 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,786 | $22.9 萬 | 0.1% | +10.0% | 加碼 | – |
| XHRXenia Hotels & Resorts, Inc. | COM | 12,628 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 13,071 | $23.8 萬 | 0.1% | +63+0.5% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,858 | $24.3 萬 | 0.1% | −40−2.1% | 減碼 | – |
| BEBloom Energy Corp | COM CL A | 9,100 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,689 | $25.8 萬 | 0.1% | +420+8.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,082 | $25.9 萬 | 0.1% | −11−1.0% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,325 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| GSBDGoldman Sachs BDC, Inc. | SHS | 13,326 | $26.1 萬 | 0.1% | +13,326 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,303 | $26.6 萬 | 0.1% | −158−10.8% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,347 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 4,207 | $28.1 萬 | 0.1% | −11−0.3% | 減碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,736 | $28.1 萬 | 0.1% | +43+0.8% | 加碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 28,196 | $28.6 萬 | 0.1% | +9,175+48.2% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 19,054 | $29.4 萬 | 0.1% | +19,054 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 435 | $29.6 萬 | 0.1% | −5−1.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,880 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 2,628 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,379 | $31.3 萬 | 0.1% | −88−6.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,817 | $31.7 萬 | 0.1% | −367−11.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 13,564 | $32.7 萬 | 0.1% | +98+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 417 | $33.4 萬 | 0.1% | −83−16.6% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $35.7 萬 | 0.1% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 7,500 | $35.8 萬 | 0.1% | −973−11.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,424 | $36.0 萬 | 0.1% | −266−4.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,632 | $36.0 萬 | 0.1% | +14+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,294 | $37.1 萬 | 0.1% | +2+0.2% | 加碼 | – |
| LAMRLamar Advertising Co | REIT | 3,637 | $38.0 萬 | 0.1% | −615−14.5% | 減碼 | 歷史 |
| Zix Corp98974P100 | COM | 55,000 | $38.8 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 3,970 | $39.2 萬 | 0.1% | −106−2.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,075 | $39.9 萬 | 0.1% | −10−0.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 187 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,707 | $41.6 萬 | 0.1% | +71+4.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,857 | $42.9 萬 | 0.1% | −7−0.4% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 4,166 | $43.2 萬 | 0.1% | +494+13.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $45.4 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 1,282 | $48.5 萬 | 0.1% | +152+13.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,783 | $52.0 萬 | 0.1% | +295+19.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,491 | $52.9 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 2,408 | $53.0 萬 | 0.1% | +8+0.3% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 5,828 | $53.2 萬 | 0.1% | −24−0.4% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,859 | $54.0 萬 | 0.1% | +36+0.4% | 加碼 | – |
| AKAMAkamai Technologies Inc | COM | 4,656 | $54.3 萬 | 0.1% | +193+4.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 15,934 | $57.1 萬 | 0.1% | +5,507+52.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,107 | $57.2 萬 | 0.1% | +4+0.2% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 26,737 | $57.5 萬 | 0.1% | +26,737 | 新進 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 7,876 | $58.3 萬 | 0.1% | −2,455−23.8% | 減碼 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 28,399 | $58.5 萬 | 0.1% | +2,767+10.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,385 | $59.5 萬 | 0.1% | +62+1.9% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 4,162 | $60.2 萬 | 0.1% | +205+5.2% | 加碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 12,195 | $60.8 萬 | 0.1% | +12,195 | 新進 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 19,582 | $61.4 萬 | 0.1% | +887+4.7% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 6,810 | $61.7 萬 | 0.1% | +295+4.5% | 加碼 | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 40,745 | $62.3 萬 | 0.1% | −6,210−13.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,254 | $63.3 萬 | 0.1% | +32+2.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 6,512 | $64.0 萬 | 0.1% | +193+3.1% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,102 | $64.5 萬 | 0.1% | +77+3.8% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,307 | $64.7 萬 | 0.1% | +101+3.2% | 加碼 | 歷史 |
| LEN.BLennar Corp | CL B | 8,055 | $65.6 萬 | 0.2% | +264+3.4% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 16,857 | $67.5 萬 | 0.2% | +75+0.4% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 13,972 | $68.8 萬 | 0.2% | +459+3.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,372 | $69.3 萬 | 0.2% | −750−6.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 24,351 | $70.1 萬 | 0.2% | −564−2.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 4,501 | $71.9 萬 | 0.2% | +123+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,660 | $73.9 萬 | 0.2% | −11−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,735 | $74.3 萬 | 0.2% | +81+4.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,270 | $74.4 萬 | 0.2% | −71−5.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,415 | $78.0 萬 | 0.2% | +107+0.7% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 48,045 | $80.6 萬 | 0.2% | −4,752−9.0% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,295 | $81.0 萬 | 0.2% | +53+1.6% | 加碼 | – |
| CRLCharles River Laboratories International, Inc. | COM | 2,338 | $86.5 萬 | 0.2% | +7+0.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 15,420 | $87.9 萬 | 0.2% | +195+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,582 | $89.9 萬 | 0.2% | +186+2.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,428 | $92.9 萬 | 0.2% | +22+1.6% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,417 | $100.0 萬 | 0.2% | +1,554+9.2% | 加碼 | – |
| CCitigroup Inc | Stock | 14,329 | $101.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,363 | $104.9 萬 | 0.2% | +102+1.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,191 | $107.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $111.0 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,783 | $111.4 萬 | 0.3% | +32+1.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,995 | $111.6 萬 | 0.3% | +2,848+28.1% | 加碼 | – |
| FDXFedEx Corp | Stock | 3,910 | $116.6 萬 | 0.3% | +2,193+127.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 31,201 | $122.2 萬 | 0.3% | −2,227−6.7% | 減碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,825 | $123.2 萬 | 0.3% | −3,664−10.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,362 | $130.1 萬 | 0.3% | +168+2.1% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（12 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABRArbor Realty Trust Inc | COM | 55,037 | $87.5 萬 | 0.2% | 歷史 |
| TRMBTrimble Inc. | COM | 9,106 | $70.8 萬 | 0.2% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,311 | $63.6 萬 | 0.2% | 歷史 |
| FS KKR Cap Corp II35952V303 | COM | 27,542 | $53.8 萬 | 0.1% | – |
| CPCanadian Pacific Kansas City Ltd | COM | 1,381 | $52.4 萬 | 0.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 4,480 | $51.3 萬 | 0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 3,728 | $50.5 萬 | 0.1% | 歷史 |
| HOLXHologic Inc | COM | 6,082 | $45.2 萬 | 0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 716 | $44.2 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,543 | $37.5 萬 | 0.1% | – |
| TCPCBlackRock TCP Capital Corp. | COM | 24,522 | $33.9 萬 | 0.1% | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 2,828 | $22.8 萬 | 0.1% | 歷史 |