CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 179
- 較 2023 年第 1 季 +14
- 總值
- $4.66 億
- 較 2023 年第 1 季 +$2,598 萬 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HBIHanesbrands Inc. | COM | 10,441 | $4.74 萬 | <0.1% | +10,441 | 新進 | 歷史 |
| SMRNuscale Power Corp | CL A COM | 10,240 | $6.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 16,027 | $7.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 10,305 | $8.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 11,096 | $8.64 萬 | <0.1% | +11,096 | 新進 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 11,664 | $9.59 萬 | <0.1% | +246+2.2% | 加碼 | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 14,500 | $9.76 萬 | <0.1% | +14,500 | 新進 | 歷史 |
| XFLTXAI Floating Rate & Alternative Income Trust | COM | 15,000 | $10.0 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 10,000 | $10.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 46,300 | $10.2 萬 | <0.1% | +807+1.8% | 加碼 | 歷史 |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 10,000 | $11.8 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 11,855 | $12.0 萬 | <0.1% | +49+0.4% | 加碼 | 歷史 |
| AMTXAemetis, Inc | COM NEW | 18,460 | $13.5 萬 | <0.1% | +18,460 | 新進 | 歷史 |
| MPTMedical Properties Trust Inc | COM | 14,828 | $13.7 萬 | <0.1% | +429+3.0% | 加碼 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 10,118 | $14.0 萬 | <0.1% | −2,265−18.3% | 減碼 | 歷史 |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 10,986 | $14.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 12,803 | $15.8 萬 | <0.1% | +63+0.5% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 11,305 | $15.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 11,383 | $16.9 萬 | <0.1% | +166+1.5% | 加碼 | 歷史 |
| SLRCSLR Investment Corp. | COM | 12,000 | $17.1 萬 | <0.1% | +12,000 | 新進 | 歷史 |
| SACHSachem Capital Corp. | COM | 49,100 | $17.1 萬 | <0.1% | +32,100+188.8% | 加碼 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 13,148 | $17.7 萬 | <0.1% | −5,177−28.3% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,105 | $17.9 萬 | <0.1% | +50.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 626 | $20.2 萬 | <0.1% | +626 | 新進 | 歷史 |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 8,025 | $20.3 萬 | <0.1% | +8,025 | 新進 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,548 | $20.3 萬 | <0.1% | +2,548 | 新進 | – |
| CORCencora, Inc. | Stock | 1,061 | $20.4 萬 | <0.1% | +1,061 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,269 | $20.6 萬 | <0.1% | −64−4.8% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 1,224 | $20.7 萬 | <0.1% | +1,224 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,232 | $20.9 萬 | <0.1% | −120−2.8% | 減碼 | – |
| HONHoneywell International Inc | COM | 1,030 | $21.4 萬 | <0.1% | +1,030 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,950 | $22.1 萬 | <0.1% | 00.0% | 不變 | – |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 26,790 | $22.3 萬 | <0.1% | +415+1.6% | 加碼 | 歷史 |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 4,605 | $22.6 萬 | <0.1% | +4,605 | 新進 | – |
| TGTTarget Corp | Stock | 1,794 | $23.7 萬 | 0.1% | −94−5.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 801 | $24.0 萬 | 0.1% | −75−8.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,768 | $24.1 萬 | 0.1% | +332+9.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,448 | $24.2 萬 | 0.1% | +50+2.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,200 | $24.9 萬 | 0.1% | −100−4.3% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 7,012 | $26.1 萬 | 0.1% | +178+2.6% | 加碼 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 12,048 | $26.9 萬 | 0.1% | +139+1.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,312 | $26.9 萬 | 0.1% | +733+13.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 16,160 | $27.8 萬 | 0.1% | +1,452+9.9% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 21,276 | $28.6 萬 | 0.1% | +279+1.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 648 | $28.9 萬 | 0.1% | +72+12.5% | 加碼 | – |
| IBTXIndependent Bank Group, Inc. | COM | 8,597 | $29.7 萬 | 0.1% | +91+1.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,415 | $29.9 萬 | 0.1% | +86+6.5% | 加碼 | 歷史 |
| iShares Tr46435G342 | MORTGE REL ETF | 12,891 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,152 | $31.0 萬 | 0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 3,571 | $31.5 萬 | 0.1% | −883−19.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,795 | $32.0 萬 | 0.1% | +367+25.7% | 加碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,216 | $32.6 萬 | 0.1% | +5+0.1% | 加碼 | – |
| EIXEdison International | Stock | 4,705 | $32.7 萬 | 0.1% | +97+2.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,741 | $33.4 萬 | 0.1% | +386+11.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 8,240 | $34.2 萬 | 0.1% | +841+11.4% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 9,695 | $34.3 萬 | 0.1% | +148+1.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 403 | $35.0 萬 | 0.1% | +403 | 新進 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 9,369 | $35.3 萬 | 0.1% | −1,017−9.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,670 | $35.6 萬 | 0.1% | +27+0.5% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 4,029 | $36.2 萬 | 0.1% | +295+7.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 798 | $37.4 萬 | 0.1% | +798 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 13,570 | $38.9 萬 | 0.1% | +2,589+23.6% | 加碼 | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 6,367 | $39.7 萬 | 0.1% | −4,360−40.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,428 | $40.4 萬 | 0.1% | +14+1.0% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,201 | $40.6 萬 | 0.1% | −631−9.2% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 9,021 | $40.9 萬 | 0.1% | +228+2.6% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 4,225 | $41.9 萬 | 0.1% | +29+0.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,173 | $42.2 萬 | 0.1% | −409−4.3% | 減碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 24,351 | $43.7 萬 | 0.1% | +1,812+8.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 27,552 | $43.9 萬 | 0.1% | +1,288+4.9% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,169 | $44.5 萬 | 0.1% | +1,169 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,596 | $44.9 萬 | 0.1% | +580+14.4% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,815 | $45.0 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $45.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,699 | $45.2 萬 | 0.1% | +6,699 | 新進 | – |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 33,547 | $45.3 萬 | 0.1% | +1,057+3.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,758 | $50.6 萬 | 0.1% | −456−10.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 941 | $50.7 萬 | 0.1% | +80+9.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,320 | $51.5 萬 | 0.1% | +114+5.2% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 192 | $51.8 萬 | 0.1% | +2+1.1% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 10,791 | $53.6 萬 | 0.1% | −733−6.4% | 減碼 | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 29,626 | $54.0 萬 | 0.1% | +128+0.4% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 28,657 | $55.0 萬 | 0.1% | +799+2.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,476 | $55.1 萬 | 0.1% | +706+4.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,087 | $55.6 萬 | 0.1% | +177+6.1% | 加碼 | 歷史 |
| TXTTextron Inc | COM | 8,328 | $56.3 萬 | 0.1% | −205−2.4% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,199 | $56.4 萬 | 0.1% | −14−1.2% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,282 | $57.7 萬 | 0.1% | +4,461+76.6% | 加碼 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 31,202 | $57.8 萬 | 0.1% | +150+0.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,332 | $59.2 萬 | 0.1% | +47+3.7% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,265 | $62.3 萬 | 0.1% | +3+0.1% | 加碼 | – |
| HUBBHubbell Inc | COM | 1,884 | $62.5 萬 | 0.1% | +1,884 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,240 | $63.1 萬 | 0.1% | +3,240 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 6,265 | $63.2 萬 | 0.1% | +523+9.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,158 | $64.4 萬 | 0.1% | +110+5.4% | 加碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 19,000 | $64.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HOMBHome Bancshares Inc | COM | 28,370 | $64.7 萬 | 0.1% | +110.0% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,362 | $64.7 萬 | 0.1% | +108+3.3% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 17,614 | $65.4 萬 | 0.1% | −281−1.6% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（8 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WLKWestlake Corp | COM | 6,397 | $74.2 萬 | 0.2% | 歷史 |
| DVNDevon Energy Corp | Stock | 12,803 | $64.8 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 14,181 | $43.1 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 6,019 | $30.6 萬 | 0.1% | – |
| ASOAcademy Sports & Outdoors, Inc. | COM | 4,355 | $28.4 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 910 | $20.8 萬 | <0.1% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 10,800 | $11.3 萬 | <0.1% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 10,000 | $3,650 | <0.1% | 歷史 |