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 |
|---|---|---|---|---|---|---|---|
| RDDTReddit, Inc. | Stock | 3,029 | $45.6 萬 | 0.1% | −1,417−31.9% | 減碼 | 歷史 |
| BCSFBain Capital Specialty Finance, Inc. | COM STK | 30,908 | $46.5 萬 | 0.1% | +836+2.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,447 | $46.9 萬 | 0.1% | +7+0.1% | 加碼 | – |
| BABoeing Co | Stock | 2,276 | $47.7 萬 | 0.1% | +858+60.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,635 | $47.8 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 5,419 | $49.9 萬 | 0.1% | +108+2.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,638 | $49.9 萬 | 0.1% | +36+2.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,926 | $53.8 萬 | 0.1% | −114−5.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,588 | $54.5 萬 | 0.1% | +1,695+15.6% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 5,691 | $54.7 萬 | 0.1% | +124+2.2% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 2,394 | $55.4 萬 | 0.1% | +2,394 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 7,916 | $57.9 萬 | 0.1% | −89−1.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,935 | $58.3 萬 | 0.1% | −8−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 437 | $58.5 萬 | 0.1% | +5+1.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 35,830 | $60.5 萬 | 0.1% | −5,800−13.9% | 減碼 | – |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 37,407 | $60.9 萬 | 0.1% | +22,695+154.3% | 加碼 | – |
| ENBEnbridge Inc | Stock | 13,457 | $61.0 萬 | 0.1% | −1,437−9.6% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,291 | $61.1 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 7,225 | $61.5 萬 | 0.1% | −508−6.6% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,912 | $61.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $62.1 萬 | 0.1% | −254−5.2% | 減碼 | – |
| CVXChevron Corp | Stock | 4,382 | $62.7 萬 | 0.1% | −306−6.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,877 | $63.1 萬 | 0.1% | −1,145−12.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 26,041 | $63.1 萬 | 0.1% | +707+2.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,403 | $65.0 萬 | 0.1% | −72−4.9% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 18,389 | $65.9 萬 | 0.1% | +1,068+6.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 5,551 | $67.2 萬 | 0.1% | −438−7.3% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 11,557 | $67.4 萬 | 0.1% | +11,557 | 新進 | 歷史 |
| RMDResmed Inc | COM | 2,640 | $68.1 萬 | 0.1% | +121+4.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 6,901 | $68.1 萬 | 0.1% | +6,901 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,378 | $68.5 萬 | 0.1% | +2,378 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,579 | $69.2 萬 | 0.1% | 00.0% | 不變 | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 29,697 | $69.2 萬 | 0.1% | +276+0.9% | 加碼 | – |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 32,557 | $69.5 萬 | 0.1% | +222+0.7% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 15,088 | $69.7 萬 | 0.1% | −11,928−44.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 4,439 | $70.7 萬 | 0.1% | +390+9.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,378 | $74.2 萬 | 0.1% | −155−6.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 2,254 | $74.5 萬 | 0.1% | +2,254 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 3,441 | $75.2 萬 | 0.1% | +870+33.8% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,956 | $75.6 萬 | 0.1% | −3−0.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 16,041 | $75.9 萬 | 0.1% | −423−2.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,239 | $77.2 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 6,212 | $78.8 萬 | 0.1% | +109+1.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,861 | $79.0 萬 | 0.1% | +1+0.1% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 8,729 | $81.4 萬 | 0.1% | +8,729 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 28,244 | $81.7 萬 | 0.1% | −6,394−18.5% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 1,551 | $83.0 萬 | 0.1% | −55−3.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 2,876 | $83.3 萬 | 0.1% | +56+2.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,708 | $85.3 萬 | 0.1% | +135+3.8% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 27,919 | $86.6 萬 | 0.1% | −1,137−3.9% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 974 | $87.2 萬 | 0.1% | +674+224.7% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 60,570 | $87.5 萬 | 0.1% | +1,256+2.1% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 18,789 | $92.1 萬 | 0.1% | +34+0.2% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 10,073 | $92.9 萬 | 0.1% | 00.0% | 不變 | – |
| PGRProgressive Corp | Stock | 3,524 | $94.0 萬 | 0.1% | −95−2.6% | 減碼 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 18,704 | $96.3 萬 | 0.2% | −496−2.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,802 | $96.8 萬 | 0.2% | +417+5.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,247 | $103.6 萬 | 0.2% | +98+3.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,576 | $103.9 萬 | 0.2% | −327−2.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,908 | $107.8 萬 | 0.2% | +646+8.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,738 | $107.9 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 1,110 | $109.9 萬 | 0.2% | +31+2.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,729 | $111.3 萬 | 0.2% | −443−2.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 19,839 | $113.1 萬 | 0.2% | +74+0.4% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,209 | $114.6 萬 | 0.2% | +7+0.1% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 24,188 | $122.5 萬 | 0.2% | +610+2.6% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 213 | $123.2 萬 | 0.2% | −148−41.0% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 31,022 | $132.0 萬 | 0.2% | +1,913+6.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,341 | $137.9 萬 | 0.2% | +159+3.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,828 | $142.5 萬 | 0.2% | −28−1.5% | 減碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 15,423 | $145.9 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 10,676 | $163.1 萬 | 0.3% | +1,522+16.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,065 | $167.5 萬 | 0.3% | +422+5.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,151 | $173.8 萬 | 0.3% | −51−1.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 13,337 | $176.1 萬 | 0.3% | −113−0.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,713 | $192.3 萬 | 0.3% | −625−2.2% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 62,903 | $193.4 萬 | 0.3% | +688+1.1% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 3,431 | $196.7 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 29,094 | $204.4 萬 | 0.3% | +53+0.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,426 | $204.9 萬 | 0.3% | −6,397−13.7% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 8,612 | $205.2 萬 | 0.3% | −53−0.6% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 6,438 | $225.4 萬 | 0.4% | −2,400−27.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,772 | $233.1 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,074 | $246.5 萬 | 0.4% | −295−5.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,592 | $278.1 萬 | 0.4% | −393−3.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,638 | $281.0 萬 | 0.4% | −682−3.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,538 | $290.5 萬 | 0.5% | +192+1.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,770 | $290.6 萬 | 0.5% | −280−9.2% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $291.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 27,320 | $294.5 萬 | 0.5% | −419−1.5% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 93,985 | $306.7 萬 | 0.5% | −655−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,804 | $350.2 萬 | 0.5% | −3,280−4.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 82,195 | $360.8 萬 | 0.6% | −10,239−11.1% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 120,132 | $406.9 萬 | 0.6% | −2,120−1.7% | 減碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 52,431 | $407.9 萬 | 0.6% | −1,052−2.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 27,525 | $485.1 萬 | 0.8% | −80.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 27,614 | $489.8 萬 | 0.8% | +405+1.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 101,230 | $515.5 萬 | 0.8% | −7,845−7.2% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 113,616 | $519.8 萬 | 0.8% | −2,069−1.8% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 141,903 | $562.8 萬 | 0.9% | +1,599+1.1% | 加碼 | – |
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 |