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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $36.07万 | 0.05% | 1,879 | 8 | 0.4% | $1,536 | 加仓 |
| ORCL | ORACLE CORP | $36.72万 | 0.06% | 2,496 | -390 | -13.5% | -$5.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.73万 | 0.06% | 5,390 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $37.12万 | 0.06% | 1,571 | -85 | -5.1% | -$2.01万 | 减仓 |
| AOM | ISHARES TR | $37.59万 | 0.06% | 7,935 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $38.47万 | 0.06% | 2,190 | -31 | -1.4% | -$5,445 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.37万 | 0.06% | 1,147 | -165 | -12.6% | -$5.66万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.04万 | 0.06% | 5,325 | -827 | -13.4% | -$6.22万 | 减仓 |
| COR | CENCORA INC | $41.08万 | 0.06% | 1,308 | -2 | -0.2% | -$628 | 减仓 |
| VLO | VALERO ENERGY CORP | $41.51万 | 0.06% | 1,680 | -1 | -0.1% | -$247 | 减仓 |
| IEMG | ISHARES INC | $41.92万 | 0.06% | 6,009 | -10 | -0.2% | -$698 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $42.03万 | 0.06% | 33,895 | 1,120 | 3.4% | $1.39万 | 加仓 |
| PSX | PHILLIPS 66 | $43.50万 | 0.07% | 2,388 | -2 | -0.1% | -$364 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $43.77万 | 0.07% | 2,667 | 223 | 9.1% | $3.66万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.96万 | 0.07% | 3,154 | -587 | -15.7% | -$8.18万 | 减仓 |
| EQT | EQT CORP | $44.05万 | 0.07% | 6,922 | -581 | -7.7% | -$3.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.86万 | 0.07% | 2,205 | -86 | -3.8% | -$1.75万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.30万 | 0.07% | 8,044 | 7 | 0.1% | $394 | 加仓 |
| MOAT | VANECK ETF TRUST | $45.58万 | 0.07% | 4,714 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.94万 | 0.07% | 1,306 | -629 | -32.5% | -$22.13万 | 减仓 |
| ABBV | ABBVIE INC | $46.76万 | 0.07% | 2,150 | -1,195 | -35.7% | -$25.99万 | 减仓 |
| MCD | MCDONALDS CORP | $47.76万 | 0.07% | 1,537 | -133 | -8.0% | -$4.13万 | 减仓 |
| GLD | SPDR GOLD TR | $47.81万 | 0.07% | 1,111 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $47.82万 | 0.07% | 14,261 | -895 | -5.9% | -$3.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.74万 | 0.07% | 9,709 | -1,639 | -14.4% | -$8.23万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $49.48万 | 0.08% | 33,078 | 4,000 | 13.8% | $5.98万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.47万 | 0.08% | 6,900 | 8 | 0.1% | $585 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $50.97万 | 0.08% | 5,509 | 3 | 0.1% | $278 | 加仓 |
| RMD | RESMED INC | $52.18万 | 0.08% | 2,324 | -225 | -8.8% | -$5.05万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.58万 | 0.08% | 1,943 | -602 | -23.7% | -$16.29万 | 减仓 |
| GOVT | ISHARES TR | $53.79万 | 0.08% | 23,479 | 23,479 | — | $53.79万 | 新建仓 |
| FDX | FEDEX CORP | $53.89万 | 0.08% | 1,513 | -145 | -8.7% | -$5.16万 | 减仓 |
| ENB | ENBRIDGE INC | $54.73万 | 0.08% | 10,110 | -3,221 | -24.2% | -$17.44万 | 减仓 |
| CI | THE CIGNA GROUP | $56.31万 | 0.09% | 2,111 | -50 | -2.3% | -$1.33万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.86万 | 0.09% | 2,661 | -1,067 | -28.6% | -$22.80万 | 减仓 |
| IWF | ISHARES TR | $57.52万 | 0.09% | 1,349 | 1 | 0.1% | $426 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.78万 | 0.09% | 9,788 | 1,994 | 25.6% | $11.77万 | 加仓 |
| MUB | ISHARES TR | $59.31万 | 0.09% | 5,587 | -325 | -5.5% | -$3.45万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $60.53万 | 0.09% | 7,849 | 3,037 | 63.1% | $23.42万 | 加仓 |
| IUSB | ISHARES TR | $61.98万 | 0.09% | 13,418 | -169 | -1.2% | -$7,806 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.98万 | 0.09% | 1,834 | -31 | -1.7% | -$1.05万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $61.98万 | 0.09% | 8,617 | -578 | -6.3% | -$4.16万 | 减仓 |
| MLN | VANECK ETF TRUST | $62.49万 | 0.10% | 35,830 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $62.86万 | 0.10% | 21,682 | -6,305 | -22.5% | -$18.28万 | 减仓 |
| DIS | DISNEY WALT CO | $64.11万 | 0.10% | 6,651 | -629 | -8.6% | -$6.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $64.25万 | 0.10% | 8,070 | 873 | 12.1% | $6.95万 | 加仓 |
| BAC | BANK AMERICA CORP | $64.30万 | 0.10% | 13,191 | -1,863 | -12.4% | -$9.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $64.46万 | 0.10% | 9,768 | -110 | -1.1% | -$7,259 | 减仓 |
| BIZD | VANECK ETF TRUST | $65.41万 | 0.10% | 51,103 | 18,555 | 57.0% | $23.75万 | 加仓 |
| ITOT | ISHARES TR | $65.52万 | 0.10% | 4,600 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $65.61万 | 0.10% | 17,338 | -10,196 | -37.0% | -$38.58万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $66.67万 | 0.10% | 46,237 | -1,750 | -3.6% | -$2.52万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $67.28万 | 0.10% | 20,106 | -12,305 | -38.0% | -$41.18万 | 减仓 |
| UNP | UNION PAC CORP | $67.51万 | 0.10% | 2,783 | -961 | -25.7% | -$23.31万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.50万 | 0.10% | 4,143 | -69 | -1.6% | -$1.14万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.87万 | 0.11% | 1,156 | -37 | -3.1% | -$2.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.08万 | 0.11% | 1,604 | 21 | 1.3% | $9,175 | 加仓 |
| PFE | PFIZER INC | $71.84万 | 0.11% | 25,583 | -1,413 | -5.2% | -$3.97万 | 减仓 |
| PGR | PROGRESSIVE CORP | $72.24万 | 0.11% | 3,644 | -12 | -0.3% | -$2,379 | 减仓 |
| IVV | ISHARES TR | $72.91万 | 0.11% | 1,116 | 114 | 11.4% | $7.45万 | 加仓 |
| INTC | INTEL CORP | $73.62万 | 0.11% | 16,683 | -187 | -1.1% | -$8,252 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $74.24万 | 0.11% | 35,321 | 2,206 | 6.7% | $4.64万 | 加仓 |
| BE | BLOOM ENERGY CORP | $75.08万 | 0.11% | 5,541 | -1,001 | -15.3% | -$13.56万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $75.56万 | 0.12% | 5,463 | 2,120 | 63.4% | $29.32万 | 加仓 |
| NVS | NOVARTIS AG | $76.53万 | 0.12% | 5,010 | -699 | -12.2% | -$10.68万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $78.21万 | 0.12% | 2,315 | 88 | 4.0% | $2.97万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $79.01万 | 0.12% | 5,842 | -47 | -0.8% | -$6,356 | 减仓 |
| C | CITIGROUP INC | $79.11万 | 0.12% | 6,976 | -348 | -4.8% | -$3.95万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $79.89万 | 0.12% | 33,694 | 253 | 0.8% | $5,999 | 加仓 |
| NTRS | NORTHERN TR CORP | $80.98万 | 0.12% | 5,802 | -163 | -2.7% | -$2.27万 | 减仓 |
| APH | AMPHENOL CORP | $84.39万 | 0.13% | 6,679 | -28 | -0.4% | -$3,538 | 减仓 |
| CVX | CHEVRON CORPORATION | $88.65万 | 0.14% | 4,285 | -315 | -6.8% | -$6.52万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $88.69万 | 0.14% | 211 | -5 | -2.3% | -$2.10万 | 减仓 |
| TFLO | ISHARES TR | $92.01万 | 0.14% | 18,174 | 622 | 3.5% | $3.15万 | 加仓 |
| BOND | PIMCO ETF TR | $92.27万 | 0.14% | 9,999 | -9 | -0.1% | -$831 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $93.55万 | 0.14% | 3,093 | -26 | -0.8% | -$7,864 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $93.60万 | 0.14% | 6,399 | -552 | -7.9% | -$8.07万 | 减仓 |
| TXN | TEXAS INSTRS INC | $104.36万 | 0.16% | 5,376 | -2,912 | -35.1% | -$56.53万 | 减仓 |
| KO | COCA COLA CO | $108.63万 | 0.17% | 14,284 | -1,176 | -7.6% | -$8.94万 | 减仓 |
| EME | EMCOR GROUP INC | $108.67万 | 0.17% | 1,472 | -38 | -2.5% | -$2.81万 | 减仓 |
| USMV | ISHARES TR | $109.21万 | 0.17% | 11,776 | 8 | 0.1% | $742 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $112.59万 | 0.17% | 22,568 | 7 | 0.0% | $349 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.84万 | 0.18% | 1,163 | -304 | -20.7% | -$30.28万 | 减仓 |
| KLAC | KLA CORP | $119.31万 | 0.18% | 810 | -148 | -15.4% | -$21.80万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $130.23万 | 0.20% | 54,973 | -12,600 | -18.6% | -$29.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $132.38万 | 0.20% | 2,294 | -633 | -21.6% | -$36.53万 | 减仓 |
| LLY | ELI LILLY & CO | $142.29万 | 0.22% | 1,547 | -328 | -17.5% | -$30.17万 | 减仓 |
| TMUS | T-MOBILE US INC | $147.97万 | 0.23% | 7,045 | -346 | -4.7% | -$7.27万 | 减仓 |
| COP | CONOCOPHILLIPS | $150.27万 | 0.23% | 11,384 | -87 | -0.8% | -$1.15万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $154.48万 | 0.24% | 24,107 | -1,228 | -4.8% | -$7.87万 | 减仓 |
| IUSV | ISHARES TR | $159.16万 | 0.24% | 15,566 | 60 | 0.4% | $6,135 | 加仓 |
| LII | LENNOX INTL INC | $167.41万 | 0.26% | 3,607 | -1,623 | -31.0% | -$75.33万 | 减仓 |
| PEP | PEPSICO INC | $173.17万 | 0.26% | 11,151 | -2,437 | -17.9% | -$37.85万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $184.62万 | 0.28% | 41,165 | 5,707 | 16.1% | $25.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.74万 | 0.28% | 3,876 | -857 | -18.1% | -$41.07万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $193.77万 | 0.30% | 28,844 | -358 | -1.2% | -$2.41万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $204.27万 | 0.31% | 40,362 | 896 | 2.3% | $4.53万 | 加仓 |
| CSCO | CISCO SYS INC | $205.73万 | 0.31% | 26,515 | -1,859 | -6.6% | -$14.42万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $220.26万 | 0.34% | 7,488 | -2,241 | -23.0% | -$65.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $235.19万 | 0.36% | 16,283 | -797 | -4.7% | -$11.51万 | 减仓 |