CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 228
- 較 2025 年第 1 季 +7
- 總值
- $6.40 億
- 較 2025 年第 1 季 +$4,543 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GNSGenius Group Ltd | SHS NEW | 10,000 | $1.36 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 10,649 | $3.30 萬 | <0.1% | +10,649 | 新進 | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 14,500 | $7.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACREAres Commercial Real Estate Corp | COM | 17,000 | $8.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 13,610 | $9.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWKCushman & Wakefield Ltd. | SHS | 10,305 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 13,908 | $12.0 萬 | <0.1% | +327+2.4% | 加碼 | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 14,614 | $12.4 萬 | <0.1% | +4,182+40.1% | 加碼 | 歷史 |
| GSBDGoldman Sachs BDC, Inc. | SHS | 11,743 | $13.2 萬 | <0.1% | +298+2.6% | 加碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 31,519 | $13.4 萬 | <0.1% | +5,163+19.6% | 加碼 | 歷史 |
| SACHSachem Capital Corp. | COM | 118,940 | $14.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECCEagle Point Credit Co | COM | 23,475 | $18.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 12,451 | $18.2 萬 | <0.1% | +275+2.3% | 加碼 | 歷史 |
| SLRCSLR Investment Corp. | COM | 12,000 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,250 | $20.5 萬 | <0.1% | −700−23.7% | 減碼 | – |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 19,015 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 3,295 | $20.9 萬 | <0.1% | +3,295 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 774 | $21.1 萬 | <0.1% | −92−10.6% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 565 | $21.2 萬 | <0.1% | +565 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 9,100 | $21.8 萬 | <0.1% | +9,100 | 新進 | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 24,614 | $21.9 萬 | <0.1% | +528+2.2% | 加碼 | 歷史 |
| XFLTXAI Floating Rate & Alternative Income Trust | COM | 38,800 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 6,739 | $22.0 萬 | <0.1% | +6,739 | 新進 | – |
| HONHoneywell International Inc | COM | 962 | $22.4 萬 | <0.1% | +962 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,670 | $22.4 萬 | <0.1% | +90+5.7% | 加碼 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 20,025 | $22.5 萬 | <0.1% | +2,305+13.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 586 | $22.7 萬 | <0.1% | +586 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 1,630 | $23.0 萬 | <0.1% | +1,630 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 659 | $23.1 萬 | <0.1% | −165−20.0% | 減碼 | – |
| SOSouthern Co | Stock | 2,551 | $23.4 萬 | <0.1% | +159+6.6% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 5,908 | $23.6 萬 | <0.1% | +32+0.5% | 加碼 | – |
| CMCSAComcast Corp | Stock | 6,683 | $23.9 萬 | <0.1% | −1,179−15.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 944 | $23.9 萬 | <0.1% | −231−19.7% | 減碼 | – |
| MCKMcKesson Corp | Stock | 328 | $24.0 萬 | <0.1% | −8−2.4% | 減碼 | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 26,167 | $24.0 萬 | <0.1% | −344−1.3% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 845 | $24.1 萬 | <0.1% | 00.0% | 不變 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 17,458 | $24.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GMEGameStop Corp. | Stock | 10,200 | $24.9 萬 | <0.1% | +10,200 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 5,375 | $25.1 萬 | <0.1% | −846−13.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 462 | $25.1 萬 | <0.1% | +26+6.0% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,900 | $25.2 萬 | <0.1% | 00.0% | 不變 | – |
| CTASCintas Corp | Stock | 1,134 | $25.3 萬 | <0.1% | +90+8.6% | 加碼 | 歷史 |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 6,510 | $25.3 萬 | <0.1% | +59+0.9% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 4,675 | $25.4 萬 | <0.1% | +53+1.1% | 加碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,961 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 1,052 | $25.9 萬 | <0.1% | +16+1.5% | 加碼 | 歷史 |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 4,118 | $26.3 萬 | <0.1% | −150−3.5% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,627 | $26.5 萬 | <0.1% | +70.0% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 8,645 | $26.5 萬 | <0.1% | +8,645 | 新進 | – |
| AMATApplied Materials Inc | Stock | 1,449 | $26.5 萬 | <0.1% | +1,449 | 新進 | 歷史 |
| HOMBHome Bancshares Inc | COM | 9,511 | $27.1 萬 | <0.1% | −30−0.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,375 | $28.3 萬 | <0.1% | −87−3.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,314 | $28.4 萬 | <0.1% | −1,593−54.8% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,889 | $28.6 萬 | <0.1% | −2,400−38.2% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,099 | $29.1 萬 | <0.1% | +3,099 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 4,821 | $29.5 萬 | <0.1% | +16+0.3% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,439 | $29.9 萬 | <0.1% | +2,439 | 新進 | 歷史 |
| KRGKite Realty Group Trust | COM NEW | 13,220 | $29.9 萬 | <0.1% | +123+0.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,274 | $30.0 萬 | <0.1% | −437−11.8% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,360 | $30.1 萬 | <0.1% | +18+1.3% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 653 | $30.6 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,111 | $30.8 萬 | <0.1% | −31−1.4% | 減碼 | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 73,410 | $30.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 395 | $31.1 萬 | <0.1% | +22+5.9% | 加碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 2,564 | $31.1 萬 | <0.1% | −415−13.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,300 | $31.3 萬 | <0.1% | +93+4.2% | 加碼 | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 7,222 | $31.6 萬 | <0.1% | +105+1.5% | 加碼 | – |
| Global X FDS37954Y657 | US PFD ETF | 16,888 | $31.8 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 1,240 | $31.9 萬 | <0.1% | −86−6.5% | 減碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 22,444 | $32.2 萬 | 0.1% | +108+0.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,292 | $32.5 萬 | 0.1% | +2,292 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,758 | $32.9 萬 | 0.1% | +24+0.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,633 | $33.4 萬 | 0.1% | +49+3.1% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 6,766 | $33.7 萬 | 0.1% | +2,071+44.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,856 | $33.7 萬 | 0.1% | +8+0.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,954 | $34.1 萬 | 0.1% | +8+0.1% | 加碼 | – |
| IRTIndependence Realty Trust, Inc. | COM | 19,338 | $34.2 萬 | 0.1% | −1,662−7.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 10,856 | $34.8 萬 | 0.1% | −23,836−68.7% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 2,997 | $35.4 萬 | 0.1% | −318−9.6% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,941 | $35.7 萬 | 0.1% | +36+0.6% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 1,640 | $36.4 萬 | 0.1% | +1,640 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 354 | $36.4 萬 | 0.1% | +354 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,236 | $36.4 萬 | 0.1% | +425+52.4% | 加碼 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 7,935 | $36.5 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 16,609 | $37.2 萬 | 0.1% | +1,073+6.9% | 加碼 | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 19,632 | $37.2 萬 | 0.1% | +1,300+7.1% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,639 | $37.3 萬 | 0.1% | −26−1.6% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,960 | $38.0 萬 | 0.1% | +47+2.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,180 | $38.1 萬 | 0.1% | −216−4.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 549 | $38.8 萬 | 0.1% | +99+22.0% | 加碼 | 歷史 |
| Yieldmax MSTR Option Income Strategy ETF88634T493 | ETF | 17,594 | $39.0 萬 | 0.1% | +17,594 | 新進 | – |
| CORCencora, Inc. | Stock | 1,308 | $39.2 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,746 | $41.5 萬 | 0.1% | +30+0.8% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 3,239 | $41.6 萬 | 0.1% | +388+13.6% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 20,081 | $41.7 萬 | 0.1% | +578+3.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,846 | $41.8 萬 | 0.1% | +135+7.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 8,801 | $43.8 萬 | 0.1% | +30+0.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,152 | $43.8 萬 | 0.1% | 00.0% | 不變 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,685 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| KMIKinder Morgan, Inc. | Stock | 15,287 | $44.9 萬 | 0.1% | +140+0.9% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（17 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 3,960 | $87.4 萬 | 0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 3,845 | $64.6 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 7,513 | $61.2 萬 | 0.1% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 8,607 | $56.0 萬 | 0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,913 | $55.9 萬 | 0.1% | 歷史 |
| NTAPNetApp, Inc. | Stock | 5,858 | $51.5 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,279 | $42.3 萬 | 0.1% | – |
| Innovator ETFs Trust45784N825 | EQUITY JAN 20227 | 13,240 | $33.5 萬 | 0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 4,672 | $28.5 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,797 | $25.1 萬 | <0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 749 | $22.1 萬 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,430 | $21.8 萬 | <0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 429 | $21.3 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 1,009 | $20.7 萬 | <0.1% | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 9,517 | $20.3 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 14,503 | $8.75 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 12,954 | $3.13 萬 | <0.1% | 歷史 |