CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/12 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 142
- 較 2021 年第 2 季 +1
- 總值
- $4.30 億
- 較 2021 年第 2 季 −$366.9 萬 (−0.8%)
| 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 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,000 | $4.00 萬 | <0.1% | −30.0% | 減碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 41,509 | $10.2 萬 | <0.1% | +1,589+4.0% | 加碼 | 歷史 |
| COMSCOMSovereign Holding Corp. | COM NEW | 66,067 | $10.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,363 | $11.2 萬 | <0.1% | +275+2.7% | 加碼 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 11,514 | $12.4 萬 | <0.1% | +224+2.0% | 加碼 | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 10,325 | $19.2 萬 | <0.1% | +10,325 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,303 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,379 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,857 | $20.5 萬 | <0.1% | −1−0.1% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 13,270 | $22.2 萬 | 0.1% | +199+1.5% | 加碼 | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 12,628 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RPAIRetail Properties of America, Inc. | CL A | 18,001 | $23.2 萬 | 0.1% | +118+0.7% | 加碼 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 12,758 | $23.4 萬 | 0.1% | −568−4.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,710 | $23.7 萬 | 0.1% | +4,710 | 新進 | – |
| BABoeing Co | Stock | 1,082 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 533 | $24.0 萬 | 0.1% | +533 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 4,787 | $24.8 萬 | 0.1% | +208+4.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,544 | $25.7 萬 | 0.1% | −145−2.5% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,325 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 1,064 | $26.2 萬 | 0.1% | +154+16.9% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,477 | $26.5 萬 | 0.1% | +270+6.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,262 | $26.7 萬 | 0.1% | +2,262 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,347 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 5,937 | $27.1 萬 | 0.1% | +201+3.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,500 | $27.4 萬 | 0.1% | −4,359−49.2% | 減碼 | – |
| BACBank of America Corp | Stock | 6,488 | $27.5 萬 | 0.1% | +6,488 | 新進 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 17,535 | $27.7 萬 | 0.1% | −1,519−8.0% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 28,616 | $28.0 萬 | 0.1% | +420+1.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 2,244 | $28.1 萬 | 0.1% | +511+29.5% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 5,704 | $28.6 萬 | 0.1% | −72,195−92.7% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 13,930 | $30.1 萬 | 0.1% | +366+2.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,817 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,552 | $33.0 萬 | 0.1% | −155−9.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,552 | $33.7 萬 | 0.1% | −80−2.2% | 減碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| EWEdwards Lifesciences Corp | Stock | 3,180 | $36.0 萬 | 0.1% | +300+10.4% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,918 | $36.0 萬 | 0.1% | +418+5.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,833 | $36.9 萬 | 0.1% | +409+6.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,295 | $37.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| YUMYum Brands Inc | Stock | 3,117 | $38.1 萬 | 0.1% | +489+18.6% | 加碼 | 歷史 |
| Zix Corp98974P100 | COM | 55,000 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 4,031 | $39.3 萬 | 0.1% | +61+1.5% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 3,792 | $43.0 萬 | 0.1% | +155+4.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,576 | $43.3 萬 | 0.1% | +8,576 | 新進 | – |
| TSLATesla, Inc. | Stock | 578 | $44.8 萬 | 0.1% | +143+32.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,862 | $44.9 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $45.3 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,235 | $46.3 萬 | 0.1% | +567+34.0% | 加碼依 4 比 1 拆股換算 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 195 | $46.3 萬 | 0.1% | +8+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,346 | $46.4 萬 | 0.1% | +64+5.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,615 | $50.3 萬 | 0.1% | +540+26.0% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 4,951 | $50.4 萬 | 0.1% | +785+18.8% | 加碼 | – |
| NVSNovartis AG | ADR | 6,182 | $50.6 萬 | 0.1% | +354+6.1% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 24,268 | $53.5 萬 | 0.1% | −2,469−9.2% | 減碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 7,915 | $56.2 萬 | 0.1% | +39+0.5% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 3,431 | $57.4 萬 | 0.1% | +124+3.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,110 | $57.8 萬 | 0.1% | +3+0.1% | 加碼 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 28,776 | $58.1 萬 | 0.1% | +377+1.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,987 | $58.6 萬 | 0.1% | +579+24.0% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 3,798 | $59.1 萬 | 0.1% | +3,798 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,105 | $59.2 萬 | 0.1% | +2,105 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 3,439 | $59.7 萬 | 0.1% | +3,439 | 新進 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 17,232 | $60.2 萬 | 0.1% | +1,298+8.1% | 加碼 | – |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 41,659 | $61.8 萬 | 0.1% | +914+2.2% | 加碼 | 歷史 |
| LEN.BLennar Corp | CL B | 7,961 | $61.8 萬 | 0.1% | −94−1.2% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 6,894 | $61.9 萬 | 0.1% | +6,894 | 新進 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 21,030 | $62.4 萬 | 0.1% | +1,448+7.4% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,409 | $62.7 萬 | 0.1% | +626+35.1% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 2,439 | $63.9 萬 | 0.1% | +2,439 | 新進 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 13,172 | $67.2 萬 | 0.2% | +977+8.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,280 | $68.3 萬 | 0.2% | +929+3.8% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 17,203 | $68.5 萬 | 0.2% | +346+2.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,181 | $70.7 萬 | 0.2% | +796+23.5% | 加碼 | 歷史 |
| LKQLKQ Corp | COM | 14,152 | $71.2 萬 | 0.2% | +180+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,726 | $74.1 萬 | 0.2% | −9−0.5% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 4,791 | $74.5 萬 | 0.2% | +629+15.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 3,332 | $76.2 萬 | 0.2% | +3,332 | 新進 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 48,898 | $78.3 萬 | 0.2% | +853+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,198 | $78.7 萬 | 0.2% | +707+47.4% | 加碼 | – |
| PWRQuanta Services, Inc. | COM | 7,008 | $79.8 萬 | 0.2% | +198+2.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,425 | $81.4 萬 | 0.2% | +171+13.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,416 | $81.5 萬 | 0.2% | +146+11.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,591 | $81.8 萬 | 0.2% | +1,176+8.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,700 | $82.2 萬 | 0.2% | +2,700 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 1,446 | $82.3 萬 | 0.2% | +18+1.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 12,412 | $84.1 萬 | 0.2% | +1,040+9.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,514 | $86.4 萬 | 0.2% | −68−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,176 | $86.7 萬 | 0.2% | +516+19.4% | 加碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,240 | $88.2 萬 | 0.2% | −55−1.7% | 減碼 | – |
| FDXFedEx Corp | Stock | 4,034 | $88.5 萬 | 0.2% | +124+3.2% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 2,275 | $93.9 萬 | 0.2% | −63−2.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,539 | $97.1 萬 | 0.2% | +176+2.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 17,796 | $99.5 萬 | 0.2% | +2,376+15.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,191 | $102.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $109.3 萬 | 0.3% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 15,893 | $111.5 萬 | 0.3% | +1,564+10.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,041 | $115.2 萬 | 0.3% | +4,624+25.1% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,006 | $117.5 萬 | 0.3% | +223+8.0% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,879 | $124.1 萬 | 0.3% | +54+0.2% | 加碼 | – |
2021 年第 2 季之後清倉（12 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 13,603 | $270.2 萬 | 0.6% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 4,501 | $71.9 萬 | 0.2% | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,102 | $64.5 萬 | 0.1% | 歷史 |
| PGRProgressive Corp | Stock | 6,512 | $64.0 萬 | 0.1% | 歷史 |
| AKAMAkamai Technologies Inc | COM | 4,656 | $54.3 萬 | 0.1% | 歷史 |
| BEBloom Energy Corp | COM CL A | 9,100 | $24.5 萬 | 0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,786 | $22.9 萬 | 0.1% | – |
| PSXPhillips 66 | Stock | 2,579 | $22.1 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,015 | $22.1 萬 | 0.1% | 歷史 |
| Churchill Capital Corp IV171439102 | CL A | 7,620 | $22.0 萬 | 0.1% | – |
| FFINFirst Financial Bankshares Inc | COM | 4,288 | $21.1 萬 | <0.1% | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 1,245 | $20.3 萬 | <0.1% | 歷史 |