CFO4Life Group, LLC
- SEC CIK
- 0001706351
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 236
- 較 2026 年第 1 季 +26
- 總值
- $7.42 億
- 較 2026 年第 1 季 +$8,615 萬 (+13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 656 | $47.4 萬 | 0.1% | +656 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 1,517 | $47.5 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,340 | $48.5 萬 | 0.1% | +34+2.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,327 | $48.9 萬 | 0.1% | +216+19.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,661 | $49.5 萬 | 0.1% | +1,661 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,099 | $50.1 萬 | 0.1% | +3,099 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,091 | $50.5 萬 | 0.1% | +82+1.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,908 | $51.7 萬 | 0.1% | +8+0.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 486 | $51.8 萬 | 0.1% | +3+0.6% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 7,432 | $54.5 萬 | 0.1% | −612−7.6% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 10,091 | $54.7 萬 | 0.1% | −19−0.2% | 減碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 5,544 | $55.4 萬 | 0.1% | +35+0.6% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,026 | $55.9 萬 | 0.1% | −85−4.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 16,315 | $55.9 萬 | 0.1% | −3,791−18.9% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 11,185 | $58.5 萬 | 0.1% | +11,185 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 1,157 | $59.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| VanEck ETF Trust92189F411 | BDC INCOME ETF | 47,025 | $59.5 萬 | 0.1% | −4,078−8.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,587 | $60.1 萬 | 0.1% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 8,524 | $61.5 萬 | 0.1% | −93−1.1% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 13,418 | $61.9 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 6,551 | $63.1 萬 | 0.1% | −100−1.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 862 | $63.4 萬 | 0.1% | −1,432−62.4% | 減碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 35,830 | $63.7 萬 | 0.1% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 3,534 | $63.9 萬 | 0.1% | −609−14.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 17,560 | $64.6 萬 | 0.1% | +222+1.3% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 11,772 | $65.4 萬 | 0.1% | +5,406+84.9% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 8,109 | $67.0 萬 | 0.1% | +39+0.5% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,398 | $67.0 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,899 | $67.5 萬 | 0.1% | +50+0.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,653 | $68.7 萬 | 0.1% | −290−14.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,257 | $70.6 萬 | 0.1% | −28−0.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,863 | $71.0 萬 | 0.1% | +95+1.0% | 加碼 | 歷史 |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 47,086 | $73.2 萬 | 0.1% | +849+1.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 983 | $73.6 萬 | 0.1% | −133−11.9% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,600 | $75.6 萬 | 0.1% | 00.0% | 不變 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 14,861 | $75.9 萬 | 0.1% | +5,073+51.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,814 | $76.6 萬 | 0.1% | +31+1.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 4,916 | $77.0 萬 | 0.1% | −94−1.9% | 減碼 | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 14,828 | $78.2 萬 | 0.1% | +14,828 | 新進 | – |
| BACBank of America Corp | Stock | 13,723 | $78.2 萬 | 0.1% | +532+4.0% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 5,914 | $78.4 萬 | 0.1% | +72+1.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 3,602 | $78.7 萬 | 0.1% | −42−1.2% | 減碼 | 歷史 |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 34,014 | $82.3 萬 | 0.1% | +320+0.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,634 | $83.0 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| PLTRPalantir Technologies Inc. | Stock | 7,204 | $84.0 萬 | 0.1% | +805+12.6% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 5,515 | $86.6 萬 | 0.1% | +52+1.0% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 9,833 | $90.7 萬 | 0.1% | −166−1.7% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 19,501 | $91.3 萬 | 0.1% | +19,501 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 4,021 | $91.3 萬 | 0.1% | +4,021 | 新進 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 18,109 | $91.7 萬 | 0.1% | −65−0.4% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 5,164 | $92.0 萬 | 0.1% | −111−2.1% | 減碼依 25 比 1 拆股換算 | 歷史 |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 35,525 | $92.9 萬 | 0.1% | +204+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 36,423 | $95.5 萬 | 0.1% | +36,423 | 新進 | – |
| CCitigroup Inc | Stock | 7,048 | $98.6 萬 | 0.1% | +72+1.0% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,317 | $100.6 萬 | 0.1% | +7,317 | 新進 | – |
| NTRSNorthern Trust Corp | COM | 5,803 | $100.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,098 | $102.3 萬 | 0.1% | −947−13.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,110 | $105.2 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,138 | $106.4 萬 | 0.1% | −25−2.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,647 | $114.5 萬 | 0.2% | +79+0.4% | 加碼 | – |
| KOCoca Cola Co | Stock | 14,224 | $115.6 萬 | 0.2% | −60−0.4% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,713 | $117.1 萬 | 0.2% | +46+1.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,176 | $117.5 萬 | 0.2% | +400+3.4% | 加碼 | – |
| APHAmphenol Corp | CL A | 6,711 | $118.3 萬 | 0.2% | +32+0.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,443 | $119.0 萬 | 0.2% | +59+0.5% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 10,996 | $121.1 萬 | 0.2% | −4,570−29.4% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 1,474 | $122.3 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,834 | $122.8 萬 | 0.2% | +173+6.5% | 加碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 17,922 | $130.9 萬 | 0.2% | −10,922−37.9% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 56,186 | $133.2 萬 | 0.2% | +1,213+2.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,543 | $147.7 萬 | 0.2% | +338+15.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,025 | $149.3 萬 | 0.2% | −126−1.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,061 | $153.2 萬 | 0.2% | −815−21.0% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,283 | $157.5 萬 | 0.2% | −93−1.7% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 56,853 | $164.6 萬 | 0.2% | +56,853 | 新進 | – |
| BEBloom Energy Corp | COM CL A | 5,513 | $166.9 萬 | 0.2% | −28−0.5% | 減碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 73,689 | $167.9 萬 | 0.2% | +50,210+213.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,212 | $172.5 萬 | 0.2% | +105+0.4% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 1,589 | $190.6 萬 | 0.3% | +42+2.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,595 | $193.8 萬 | 0.3% | −1,163−30.9% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,365 | $204.1 萬 | 0.3% | +30.0% | 加碼 | – |
| LIILennox International Inc | COM | 3,614 | $207.1 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 46,078 | $210.6 萬 | 0.3% | +4,913+11.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 16,166 | $237.1 萬 | 0.3% | −117−0.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,632 | $246.2 萬 | 0.3% | +949+5.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 8,179 | $246.8 萬 | 0.3% | +79+1.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,557 | $247.4 萬 | 0.3% | +69+0.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,724 | $261.9 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,539 | $267.7 萬 | 0.4% | +141+1.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $299.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 2,618 | $302.2 萬 | 0.4% | +303+13.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,216 | $303.5 萬 | 0.4% | +794+12.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 26,425 | $310.4 萬 | 0.4% | −90−0.3% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 6,033 | $310.8 萬 | 0.4% | +4+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 75,387 | $328.8 萬 | 0.4% | +1,688+2.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 26,140 | $357.4 萬 | 0.5% | +54+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 68,603 | $409.5 萬 | 0.6% | −1,321−1.9% | 減碼 | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 123,973 | $418.2 萬 | 0.6% | −380−0.3% | 減碼 | – |
| Vanguard Malvern FDS922020755 | CORE-PLUS BD ETF | 54,803 | $425.1 萬 | 0.6% | −256−0.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 7,758 | $437.0 萬 | 0.6% | −112−1.4% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GMEGameStop Corp. | Stock | $66.2 萬 | – |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,325 | $40.0 萬 | 0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,931 | $35.7 萬 | 0.1% | – |
| Global X FDS37954Y657 | US PFD ETF | 16,888 | $31.1 萬 | <0.1% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 6,682 | $25.7 萬 | <0.1% | 歷史 |
| PTCPTC Inc. | Stock | 1,655 | $23.6 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 2,048 | $22.2 萬 | <0.1% | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 17,767 | $19.1 萬 | <0.1% | 歷史 |
| MAPSWM Technology, Inc. | COM | 12,539 | $8,256 | <0.1% | 歷史 |