CFO4Life Group, LLC
COPPELL TX · SEC CIK 0001706351
$7.43亿2026Q2 申报市值
237持仓数
48.5%前十大占比 · 第一大 13.3%
30 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGSH 加仓+$252.52万
SCHB 新建仓+$164.65万
GOVT 加仓+$114.38万
IVW 新建仓+$100.63万
SPTL 新建仓+$95.54万
2026Q2 卖出最多 按季末市值估算
VUSB 减仓-$125.00万
QQQ 减仓-$105.40万
SPY 减仓-$86.86万
PB 减仓-$79.76万
TSM 减仓-$66.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $40.91万 | 0.06% | 1,155 | 8 | 0.7% | $2,834 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.01万 | 0.06% | 425 | 12 | 2.9% | $1.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.88万 | 0.06% | 1,685 | 5 | 0.3% | $1,302 | 加仓 |
| ABBV | ABBVIE INC | $43.91万 | 0.06% | 1,745 | -405 | -18.8% | -$10.19万 | 减仓 |
| RMD | RESMED INC | $44.27万 | 0.06% | 2,272 | -52 | -2.2% | -$1.01万 | 减仓 |
| GEV | GE VERNOVA INC | $45.82万 | 0.06% | 390 | 4 | 1.0% | $4,699 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $46.47万 | 0.06% | 14,537 | 276 | 1.9% | $8,824 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.82万 | 0.06% | 11,059 | 1,350 | 13.9% | $5.72万 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.43万 | 0.06% | 656 | -722 | -52.4% | -$52.20万 | 重新持有 |
| FDX | FEDEX CORP | $47.50万 | 0.06% | 1,517 | 4 | 0.3% | $1,252 | 加仓 |
| AMGN | AMGEN INC | $48.53万 | 0.07% | 1,340 | 34 | 2.6% | $1.23万 | 加仓 |
| GLD | SPDR GOLD TR | $48.88万 | 0.07% | 1,327 | 216 | 19.4% | $7.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.48万 | 0.07% | 1,661 | 1,661 | — | $49.48万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $50.07万 | 0.07% | 3,099 | 3,099 | — | $50.07万 | 新建仓 |
| IEMG | ISHARES INC | $50.46万 | 0.07% | 6,091 | 82 | 1.4% | $6,793 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.74万 | 0.07% | 6,908 | 8 | 0.1% | $599 | 加仓 |
| CAT | CATERPILLAR INC | $51.75万 | 0.07% | 486 | 3 | 0.6% | $3,195 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $54.51万 | 0.07% | 7,432 | -612 | -7.6% | -$4.49万 | 减仓 |
| ENB | ENBRIDGE INC | $54.70万 | 0.07% | 10,091 | -19 | -0.2% | -$1,030 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $55.39万 | 0.07% | 5,544 | 35 | 0.6% | $3,497 | 加仓 |
| CI | THE CIGNA GROUP | $55.85万 | 0.08% | 2,026 | -85 | -4.0% | -$2.34万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $55.91万 | 0.08% | 16,315 | -3,791 | -18.9% | -$12.99万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $58.54万 | 0.08% | 11,185 | 11,185 | — | $58.54万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $58.95万 | 0.08% | 1,157 | 1 | 0.1% | $510 | 加仓 |
| BIZD | VANECK ETF TRUST | $59.53万 | 0.08% | 47,025 | -4,078 | -8.0% | -$5.16万 | 减仓 |
| MUB | ISHARES TR | $60.13万 | 0.08% | 5,587 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $61.51万 | 0.08% | 8,524 | -93 | -1.1% | -$6,711 | 减仓 |
| IUSB | ISHARES TR | $61.92万 | 0.08% | 13,418 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $63.06万 | 0.08% | 6,551 | -100 | -1.5% | -$9,625 | 减仓 |
| QQQ | INVESCO QQQ TR | $63.44万 | 0.09% | 862 | -1,432 | -62.4% | -$105.40万 | 减仓 |
| MLN | VANECK ETF TRUST | $63.71万 | 0.09% | 35,830 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $63.93万 | 0.09% | 3,534 | -609 | -14.7% | -$11.02万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.55万 | 0.09% | 17,560 | 222 | 1.3% | $8,161 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $65.42万 | 0.09% | 11,772 | 5,406 | 84.9% | $30.04万 | 加仓 |
| GME | GAMESTOP CORP 看跌期权 | $66.24万 | 0.09% | 30,000 | 30,000 | — | $66.24万 | 新建仓 |
| WFC | WELLS FARGO & CO | $67.01万 | 0.09% | 8,109 | 39 | 0.5% | $3,223 | 加仓 |
| IWF | ISHARES TR | $67.03万 | 0.09% | 5,398 | 2 | 0.0% | $248 | 加仓 |
| VXUS | VANGUARD STAR FDS | $67.53万 | 0.09% | 7,899 | 50 | 0.6% | $4,275 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.70万 | 0.09% | 1,653 | -290 | -14.9% | -$12.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.56万 | 0.09% | 4,257 | -28 | -0.7% | -$4,641 | 减仓 |
| MO | ALTRIA GROUP INC | $70.96万 | 0.10% | 9,863 | 95 | 1.0% | $6,835 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $73.17万 | 0.10% | 47,086 | 849 | 1.8% | $1.32万 | 加仓 |
| IVV | ISHARES TR | $73.63万 | 0.10% | 983 | -133 | -11.9% | -$9.96万 | 减仓 |
| ITOT | ISHARES TR | $75.56万 | 0.10% | 4,600 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $75.86万 | 0.10% | 14,861 | 5,073 | 51.8% | $25.90万 | 加仓 |
| UNP | UNION PAC CORP | $76.55万 | 0.10% | 2,814 | 31 | 1.1% | $8,433 | 加仓 |
| NVS | NOVARTIS AG | $77.05万 | 0.10% | 4,916 | -94 | -1.9% | -$1.47万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $78.17万 | 0.11% | 14,828 | 14,828 | — | $78.17万 | 新建仓 |
| BAC | BANK OF AMER CORP | $78.19万 | 0.11% | 13,723 | 532 | 4.0% | $3.03万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $78.37万 | 0.11% | 5,914 | 72 | 1.2% | $9,541 | 加仓 |
| PGR | PROGRESSIVE CORP | $78.69万 | 0.11% | 3,602 | -42 | -1.2% | -$9,176 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $82.35万 | 0.11% | 34,014 | 320 | 0.9% | $7,747 | 加仓 |
| VUG | VANGUARD INDEX FDS | $82.99万 | 0.11% | 9,634 | 10 | 0.1% | $861 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.05万 | 0.11% | 7,204 | 805 | 12.6% | $9.39万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $86.56万 | 0.12% | 5,515 | 52 | 1.0% | $8,161 | 加仓 |
| BOND | PIMCO ETF TR | $90.67万 | 0.12% | 9,833 | -166 | -1.7% | -$1.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $91.28万 | 0.12% | 19,501 | 19,501 | — | $91.28万 | 新建仓 |
| IVE | ISHARES TR | $91.30万 | 0.12% | 4,021 | 4,021 | — | $91.30万 | 新建仓 |
| TFLO | ISHARES TR | $91.69万 | 0.12% | 18,109 | -65 | -0.4% | -$3,291 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $92.04万 | 0.12% | 5,164 | -111 | -2.1% | -$1.98万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $92.90万 | 0.13% | 35,525 | 204 | 0.6% | $5,335 | 加仓 |
| SPTL | SPDR SERIES TRUST | $95.54万 | 0.13% | 36,423 | 36,423 | — | $95.54万 | 新建仓 |
| C | CITIGROUP INC | $98.64万 | 0.13% | 7,048 | 72 | 1.0% | $1.01万 | 加仓 |
| IVW | ISHARES TR | $100.63万 | 0.14% | 7,317 | 7,317 | — | $100.63万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $100.87万 | 0.14% | 5,803 | 1 | 0.0% | $174 | 加仓 |
| TMUS | T-MOBILE US INC | $102.28万 | 0.14% | 6,098 | -947 | -13.4% | -$15.88万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $105.20万 | 0.14% | 3,110 | 17 | 0.5% | $5,750 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.42万 | 0.14% | 1,138 | -25 | -2.1% | -$2.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $114.55万 | 0.15% | 22,647 | 79 | 0.4% | $3,996 | 加仓 |
| KO | COCA COLA CO | $115.60万 | 0.16% | 14,224 | -60 | -0.4% | -$4,876 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $117.07万 | 0.16% | 2,713 | 46 | 1.7% | $1.98万 | 加仓 |
| USMV | ISHARES TR | $117.45万 | 0.16% | 12,176 | 400 | 3.4% | $3.86万 | 加仓 |
| APH | AMPHENOL CORP | $118.32万 | 0.16% | 6,711 | 32 | 0.5% | $5,642 | 加仓 |
| COP | CONOCOPHILLIPS | $118.97万 | 0.16% | 11,443 | 59 | 0.5% | $6,134 | 加仓 |
| IUSV | ISHARES TR | $121.12万 | 0.16% | 10,996 | -4,570 | -29.4% | -$50.34万 | 减仓 |
| EME | EMCOR GROUP INC | $122.33万 | 0.16% | 1,474 | 2 | 0.1% | $1,660 | 加仓 |
| LRCX | LAM RESEARCH CORP | $122.82万 | 0.17% | 2,834 | 173 | 6.5% | $7.50万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $130.88万 | 0.18% | 17,922 | -10,922 | -37.9% | -$79.76万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $133.22万 | 0.18% | 56,186 | 1,213 | 2.2% | $2.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.73万 | 0.20% | 2,543 | 338 | 15.3% | $19.63万 | 加仓 |
| PEP | PEPSICO INC | $149.28万 | 0.20% | 11,025 | -126 | -1.1% | -$1.71万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.17万 | 0.21% | 3,061 | -815 | -21.0% | -$40.78万 | 减仓 |
| TXN | TEXAS INSTRS INC | $157.48万 | 0.21% | 5,283 | -93 | -1.7% | -$2.77万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $164.65万 | 0.22% | 56,853 | 56,853 | — | $164.65万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $166.88万 | 0.22% | 5,513 | -28 | -0.5% | -$8,476 | 减仓 |
| GOVT | ISHARES TR | $167.86万 | 0.23% | 73,689 | 50,210 | 213.9% | $114.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.51万 | 0.23% | 24,212 | 105 | 0.4% | $7,481 | 加仓 |
| LLY | ELI LILLY & CO | $190.60万 | 0.26% | 1,589 | 42 | 2.7% | $5.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $193.80万 | 0.26% | 2,595 | -1,163 | -30.9% | -$86.86万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $204.12万 | 0.27% | 40,365 | 3 | 0.0% | $152 | 加仓 |
| LII | LENNOX INTL INC | $207.07万 | 0.28% | 3,614 | 7 | 0.2% | $4,011 | 加仓 |
| DIVO | AMPLIFY ETF TR | $210.57万 | 0.28% | 46,078 | 4,913 | 11.9% | $22.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $237.06万 | 0.32% | 16,166 | -117 | -0.7% | -$1.72万 | 减仓 |
| INTC | INTEL CORP | $246.20万 | 0.33% | 17,632 | 949 | 5.7% | $13.25万 | 加仓 |
| KLAC | KLA CORP | $246.78万 | 0.33% | 8,179 | 79 | 1.0% | $2.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $247.35万 | 0.33% | 7,557 | 69 | 0.9% | $2.26万 | 加仓 |
| BLK | BLACKROCK INC | $261.92万 | 0.35% | 2,724 | -2 | -0.1% | -$1,923 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $267.66万 | 0.36% | 10,539 | 141 | 1.4% | $3.58万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.40% | 4 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $302.22万 | 0.41% | 2,618 | 303 | 13.1% | $34.98万 | 加仓 |