CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/20 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 145
- 較 2022 年第 1 季 −10
- 總值
- $4.03 億
- 較 2022 年第 1 季 −$7,360 萬 (−15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| COMSCOMSovereign Holding Corp. | COM NEW | 66,067 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 41,370 | $8.40 萬 | <0.1% | −1,212−2.8% | 減碼 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 10,240 | $10.5 萬 | <0.1% | +10,240 | 新進 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 12,291 | $10.5 萬 | <0.1% | +299+2.5% | 加碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 10,764 | $11.4 萬 | <0.1% | +155+1.5% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 10,248 | $12.8 萬 | <0.1% | +234+2.3% | 加碼 | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 10,305 | $15.7 萬 | <0.1% | −20−0.2% | 減碼 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 10,907 | $17.8 萬 | <0.1% | −2,386−17.9% | 減碼 | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 12,628 | $19.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,642 | $20.1 萬 | <0.1% | +2,642 | 新進 | – |
| GISGeneral Mills Inc | Stock | 2,749 | $20.3 萬 | 0.1% | +2,749 | 新進 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 11,612 | $20.7 萬 | 0.1% | +241+2.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,297 | $21.2 萬 | 0.1% | −183−7.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,661 | $22.0 萬 | 0.1% | +44+1.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,065 | $22.1 萬 | 0.1% | +68+3.4% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,325 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 7,078 | $22.8 萬 | 0.1% | −3,813−35.0% | 減碼 | 歷史 |
| EIXEdison International | Stock | 3,758 | $22.9 萬 | 0.1% | +14+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,458 | $23.2 萬 | 0.1% | −300−17.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,697 | $23.5 萬 | 0.1% | −1,294−18.5% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,347 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| GBDCGolub Capital BDC, Inc. | COM | 17,167 | $23.5 萬 | 0.1% | −939−5.2% | 減碼 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 26,321 | $23.7 萬 | 0.1% | −3,954−13.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 14,167 | $24.0 萬 | 0.1% | −465−3.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 965 | $24.1 萬 | 0.1% | +53+5.8% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 1,618 | $24.2 萬 | 0.1% | +126+8.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 484 | $25.0 萬 | 0.1% | −177−26.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,712 | $27.4 萬 | 0.1% | −22−0.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,566 | $27.8 萬 | 0.1% | +23+0.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,193 | $28.0 萬 | 0.1% | +6,193 | 新進 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,147 | $28.7 萬 | 0.1% | −86,186−97.6% | 減碼 | – |
| CMCSAComcast Corp | Stock | 7,147 | $29.0 萬 | 0.1% | −115−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,321 | $30.3 萬 | 0.1% | +22+1.7% | 加碼 | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $30.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,150 | $31.0 萬 | 0.1% | +2,150 | 新進 | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 6,342 | $31.1 萬 | 0.1% | +239+3.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,710 | $31.6 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,019 | $32.5 萬 | 0.1% | −446−18.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,481 | $33.3 萬 | 0.1% | −76−2.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,905 | $33.4 萬 | 0.1% | −180−2.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,765 | $33.7 萬 | 0.1% | +205+5.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,576 | $34.5 萬 | 0.1% | −5,100−37.3% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 202 | $35.1 萬 | 0.1% | +8+4.1% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 3,894 | $36.1 萬 | 0.1% | +50+1.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,317 | $38.9 萬 | 0.1% | +2,000+46.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| CARRCarrier Global Corp | Stock | 11,110 | $39.5 萬 | 0.1% | +2,550+29.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,003 | $40.2 萬 | 0.1% | −229−2.8% | 減碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 11,510 | $40.4 萬 | 0.1% | −114−1.0% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 2,551 | $40.7 萬 | 0.1% | −165−6.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,937 | $41.5 萬 | 0.1% | −50−1.3% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 8,433 | $42.7 萬 | 0.1% | +18+0.2% | 加碼 | – |
| NVSNovartis AG | ADR | 5,473 | $45.3 萬 | 0.1% | −159−2.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,120 | $47.5 萬 | 0.1% | +4+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 660 | $47.6 萬 | 0.1% | +83+14.4% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 7,648 | $47.6 萬 | 0.1% | +7,648 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,929 | $48.7 萬 | 0.1% | +128+7.1% | 加碼 | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 34,666 | $48.7 萬 | 0.1% | +739+2.2% | 加碼 | 歷史 |
| WLKWestlake Corp | COM | 5,528 | $51.0 萬 | 0.1% | +5,528 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 24,992 | $51.3 萬 | 0.1% | −136−0.5% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 20,824 | $52.0 萬 | 0.1% | +5,549+36.3% | 加碼 | 歷史 |
| HSICHenry Schein Inc | COM | 6,829 | $52.3 萬 | 0.1% | +6,829 | 新進 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 30,076 | $54.3 萬 | 0.1% | +472+1.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,230 | $54.4 萬 | 0.1% | +46+2.1% | 加碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,037 | $54.7 萬 | 0.1% | +44+0.6% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 26,982 | $55.3 萬 | 0.1% | +1,430+5.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,696 | $57.1 萬 | 0.1% | +569+9.3% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 1,498 | $58.0 萬 | 0.1% | +43+3.0% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 18,416 | $58.0 萬 | 0.1% | −33−0.2% | 減碼 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 15,956 | $58.6 萬 | 0.1% | +875+5.8% | 加碼 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 28,883 | $59.4 萬 | 0.1% | +1,608+5.9% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,240 | $59.6 萬 | 0.1% | +1,240 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,896 | $61.2 萬 | 0.2% | −651−6.8% | 減碼 | – |
| DVNDevon Energy Corp | Stock | 11,413 | $62.3 萬 | 0.2% | −976−7.9% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 3,303 | $64.8 萬 | 0.2% | +107+3.3% | 加碼 | – |
| CCitigroup Inc | Stock | 13,091 | $65.5 萬 | 0.2% | −503−3.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,103 | $66.2 萬 | 0.2% | −1,254−6.8% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 12,176 | $66.9 萬 | 0.2% | +418+3.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,318 | $67.1 萬 | 0.2% | +347+17.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,764 | $67.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,741 | $67.8 萬 | 0.2% | −173−4.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,127 | $68.5 萬 | 0.2% | +30+0.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,624 | $68.7 萬 | 0.2% | +81+5.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,459 | $69.5 萬 | 0.2% | +488+7.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,319 | $69.8 萬 | 0.2% | −380−10.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,720 | $70.6 萬 | 0.2% | +161+3.5% | 加碼 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 11,340 | $73.1 萬 | 0.2% | −200−1.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,297 | $75.1 萬 | 0.2% | +142+2.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,468 | $76.4 萬 | 0.2% | −71−4.6% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 22,706 | $76.7 萬 | 0.2% | −1,023−4.3% | 減碼 | – |
| ENBEnbridge Inc | Stock | 18,277 | $77.6 萬 | 0.2% | +204+1.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,184 | $78.7 萬 | 0.2% | −34−1.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,028 | $79.9 萬 | 0.2% | −189−2.3% | 減碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 51,608 | $84.5 萬 | 0.2% | +966+1.9% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,787 | $90.1 萬 | 0.2% | +302+2.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,274 | $90.4 萬 | 0.2% | −425−11.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,710 | $90.7 萬 | 0.2% | −1,049−6.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,339 | $94.6 萬 | 0.2% | +136+3.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,681 | $99.4 萬 | 0.2% | −531−4.3% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $103.1 萬 | 0.3% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（21 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DOVDOVER Corp | COM | 4,123 | $64.7 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 12,890 | $63.0 萬 | 0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 6,850 | $62.7 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 7,479 | $62.1 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 12,150 | $61.0 萬 | 0.1% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,272 | $59.9 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,376 | $26.4 萬 | 0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 4,416 | $25.0 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 1,271 | $24.3 萬 | 0.1% | 歷史 |
| CORCencora, Inc. | Stock | 1,557 | $24.1 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,027 | $23.4 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,950 | $22.8 萬 | <0.1% | – |
| BEBloom Energy Corp | COM CL A | 9,100 | $22.0 萬 | <0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,731 | $21.4 萬 | <0.1% | – |
| FEFirstenergy Corp | COM | 4,632 | $21.2 萬 | <0.1% | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,605 | $21.2 萬 | <0.1% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 5,538 | $21.1 萬 | <0.1% | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 7,320 | $20.9 萬 | <0.1% | – |
| JBHTHunt J B Transport Services Inc | COM | 1,041 | $20.9 萬 | <0.1% | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 4,637 | $20.5 萬 | <0.1% | 歷史 |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 12,000 | $4.00 萬 | <0.1% | 歷史 |