CFO4Life Group, LLC
COPPELL TX · SEC CIK 0001706351
$6.56亿2026Q1 申报市值
210持仓数
48.5%前十大占比 · 第一大 13.2%
6 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$66.99万
VGSH 加仓+$62.09万
GOVT 新建仓+$53.79万
MMIT 加仓+$53.08万
VT 加仓+$29.32万
2026Q1 卖出最多 按季末市值估算
VUSB 减仓-$257.24万
MSFT 减仓-$136.22万
AAPL 减仓-$135.78万
DAR 减仓-$108.95万
NVDA 减仓-$106.28万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP | $0 | 0.00% | 0 | -18,500 | -100.0% | -$98.73万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$59.77万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -8,879 | -100.0% | -$46.94万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -19,632 | -100.0% | -$34.77万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | -19,282 | -100.0% | -$28.23万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -26,129 | -100.0% | -$28.01万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,784 | -100.0% | -$27.33万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,888 | -100.0% | -$27.18万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -327 | -100.0% | -$26.82万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,900 | -100.0% | -$26.82万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -402 | -100.0% | -$26.63万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -447 | -100.0% | -$25.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,064 | -100.0% | -$25.86万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -444 | -100.0% | -$25.15万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -14,847 | -100.0% | -$24.48万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,883 | -100.0% | -$23.00万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -17,458 | -100.0% | -$22.52万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,174 | -100.0% | -$22.08万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -517 | -100.0% | -$22.04万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,250 | -100.0% | -$21.80万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$21.62万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -36,175 | -100.0% | -$20.84万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -583 | -100.0% | -$20.82万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -876 | -100.0% | -$20.04万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -38,800 | -100.0% | -$18.62万 | 清仓 |
| SLRC | SLR INVESTMENT CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$18.55万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -14,310 | -100.0% | -$17.79万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -11,875 | -100.0% | -$16.64万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$16.19万 | 清仓 |
| — | SACHEM CAP CORP | $0 | 0.00% | 0 | -118,940 | -100.0% | -$12.37万 | 清仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $0 | 0.00% | 0 | -13,610 | -100.0% | -$8.90万 | 清仓 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -17,000 | -100.0% | -$8.13万 | 清仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $0 | 0.00% | 0 | -14,500 | -100.0% | -$8.12万 | 清仓 |
| — | GENIUS GROUP LTD | $4,881 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WM TECHNOLOGY INC | $8,256 | 0.00% | 12,539 | 0 | 0.0% | — | 不变 |
| — | MUSTANG BIO INC | $1.49万 | 0.00% | 20,461 | 7,500 | 57.9% | $5,460 | 加仓 |
| — | VENU HLDG CORP | $3.31万 | 0.01% | 10,000 | 10,000 | — | $3.31万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.74万 | 0.01% | 10,665 | 10,665 | — | $9.74万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $11.48万 | 0.02% | 22,828 | -4,331 | -15.9% | -$2.18万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $13.04万 | 0.02% | 14,852 | 318 | 2.2% | $2,792 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $13.22万 | 0.02% | 12,084 | 12,084 | — | $13.22万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $17.02万 | 0.03% | 13,443 | 377 | 2.9% | $4,773 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $19.08万 | 0.03% | 17,767 | -1,031 | -5.5% | -$1.11万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.11万 | 0.03% | 3,622 | -330 | -8.4% | -$1.83万 | 减仓 |
| MS | MORGAN STANLEY | $20.37万 | 0.03% | 1,238 | -427 | -25.6% | -$7.03万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $20.41万 | 0.03% | 2,811 | 10 | 0.4% | $726 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $20.68万 | 0.03% | 14,813 | 14,813 | — | $20.68万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.68万 | 0.03% | 952 | 5 | 0.5% | $1,086 | 加仓 |
| MAT | MATTEL INC | $21.35万 | 0.03% | 14,696 | 78 | 0.5% | $1,133 | 加仓 |
| NEM | NEWMONT CORP | $22.17万 | 0.03% | 2,048 | -300 | -12.8% | -$3.25万 | 减仓 |
| BOTZ | GLOBAL X FDS | $22.43万 | 0.03% | 6,753 | 9 | 0.1% | $299 | 加仓 |
| FSK | FS KKR CAP CORP | $22.58万 | 0.03% | 22,185 | -1,435 | -6.1% | -$1.46万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $22.67万 | 0.03% | 9,339 | 9,339 | — | $22.67万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $22.81万 | 0.03% | 26,459 | 523 | 2.0% | $4,508 | 加仓 |
| RSG | REPUBLIC SVCS INC | $22.95万 | 0.03% | 1,048 | 30 | 2.9% | $6,571 | 加仓 |
| PTC | PTC INC | $23.58万 | 0.04% | 1,655 | 29 | 1.8% | $4,132 | 加仓 |
| GME | GAMESTOP CORP | $23.73万 | 0.04% | 10,300 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $24.02万 | 0.04% | 3,231 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.08万 | 0.04% | 2,688 | -196 | -6.8% | -$1.76万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $24.25万 | 0.04% | 16,289 | -3,336 | -17.0% | -$4.97万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $24.80万 | 0.04% | 4,896 | 12 | 0.2% | $608 | 加仓 |
| RTX | RTX CORPORATION | $24.90万 | 0.04% | 1,291 | -845 | -39.6% | -$16.30万 | 减仓 |
| VST | VISTRA CORP | $25.14万 | 0.04% | 1,672 | -103 | -5.8% | -$1.55万 | 减仓 |
| VV | VANGUARD INDEX FDS | $25.25万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $25.48万 | 0.04% | 9,462 | -49 | -0.5% | -$1,320 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $25.55万 | 0.04% | 5,375 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $25.66万 | 0.04% | 7,046 | -604 | -7.9% | -$2.20万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.67万 | 0.04% | 6,682 | 75 | 1.1% | $2,881 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $25.82万 | 0.04% | 3,506 | -83 | -2.3% | -$6,112 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.55万 | 0.04% | 9,927 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $26.87万 | 0.04% | 8,862 | 48 | 0.5% | $1,455 | 加仓 |
| XT | ISHARES TR | $26.99万 | 0.04% | 3,961 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.43万 | 0.04% | 17,528 | 4,274 | 32.2% | $6.69万 | 加仓 |
| GE | GE AEROSPACE | $28.51万 | 0.04% | 1,005 | -217 | -17.8% | -$6.15万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $28.62万 | 0.04% | 4,123 | 15 | 0.4% | $1,041 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $28.94万 | 0.04% | 6,672 | 43 | 0.6% | $1,865 | 加仓 |
| MRK | MERCK & CO INC | $29.00万 | 0.04% | 2,411 | -137 | -5.4% | -$1.65万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.10万 | 0.04% | 1,595 | -52 | -3.2% | -$9,488 | 减仓 |
| NFLX | NETFLIX INC. | $29.31万 | 0.04% | 3,048 | -1,494 | -32.9% | -$14.36万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.77万 | 0.05% | 6,084 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $29.90万 | 0.05% | 3,182 | -645 | -16.9% | -$6.06万 | 减仓 |
| PFFD | GLOBAL X FDS | $31.07万 | 0.05% | 16,888 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $31.86万 | 0.05% | 6,366 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $32.25万 | 0.05% | 1,543 | 17 | 1.1% | $3,553 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $32.70万 | 0.05% | 2,582 | 23 | 0.9% | $2,913 | 加仓 |
| BA | BOEING CO | $32.90万 | 0.05% | 1,653 | -83 | -4.8% | -$1.65万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $33.59万 | 0.05% | 13,683 | 141 | 1.0% | $3,462 | 加仓 |
| DBEF | DBX ETF TR | $33.66万 | 0.05% | 6,815 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $33.69万 | 0.05% | 2,573 | -72 | -2.7% | -$9,427 | 减仓 |
| GEV | GE VERNOVA INC | $33.69万 | 0.05% | 386 | 24 | 6.6% | $2.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.87万 | 0.05% | 1,398 | -165 | -10.6% | -$4.00万 | 减仓 |
| CAT | CATERPILLAR INC | $34.22万 | 0.05% | 483 | -143 | -22.8% | -$10.13万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.98万 | 0.05% | 413 | -139 | -25.2% | -$11.77万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.72万 | 0.05% | 13,931 | -40 | -0.3% | -$1,026 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.02万 | 0.05% | 1,675 | 35 | 2.1% | $7,527 | 加仓 |