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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $303.52万 | 0.41% | 7,216 | 794 | 12.4% | $33.40万 | 加仓 |
| CSCO | CISCO SYS INC | $310.39万 | 0.42% | 26,425 | -90 | -0.3% | -$1.06万 | 减仓 |
| APP | APPLOVIN CORP | $310.84万 | 0.42% | 6,033 | 4 | 0.1% | $2,061 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $328.76万 | 0.44% | 75,387 | 1,688 | 2.3% | $7.36万 | 加仓 |
| — | EXXON MOBIL CORP | $357.39万 | 0.48% | 26,140 | 54 | 0.2% | $7,383 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $409.49万 | 0.55% | 68,603 | -1,321 | -1.9% | -$7.89万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $418.22万 | 0.56% | 123,973 | -380 | -0.3% | -$1.28万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $425.14万 | 0.57% | 54,803 | -256 | -0.5% | -$1.99万 | 减仓 |
| META | META PLATFORMS INC | $437.01万 | 0.59% | 7,758 | -112 | -1.4% | -$6.31万 | 减仓 |
| CSX | CSX CORP | $446.95万 | 0.60% | 94,036 | 30 | 0.0% | $1,426 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $448.10万 | 0.60% | 87,863 | -229 | -0.3% | -$1.17万 | 减仓 |
| AVGO | BROADCOM INC | $467.64万 | 0.63% | 12,380 | 724 | 6.2% | $27.35万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $521.06万 | 0.70% | 114,545 | -1,354 | -1.2% | -$6.16万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $522.26万 | 0.70% | 89,736 | 43,388 | 93.6% | $252.52万 | 加仓 |
| IEI | ISHARES TR | $545.21万 | 0.73% | 46,421 | -2,259 | -4.6% | -$26.53万 | 减仓 |
| WM | WASTE MGMT INC DEL | $582.29万 | 0.78% | 26,126 | -11 | -0.0% | -$2,452 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $594.47万 | 0.80% | 130,080 | -4,629 | -3.4% | -$21.15万 | 减仓 |
| WMT | WALMART INC | $649.08万 | 0.87% | 57,309 | 173 | 0.3% | $1.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $652.46万 | 0.88% | 12,704 | 100 | 0.8% | $5.14万 | 加仓 |
| IXUS | ISHARES TR | $737.43万 | 0.99% | 77,266 | -2,635 | -3.3% | -$25.15万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $758.60万 | 1.02% | 53,464 | -2,219 | -4.0% | -$31.49万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $811.42万 | 1.09% | 143,665 | 16 | 0.0% | $904 | 加仓 |
| HD | HOME DEPOT INC | $859.94万 | 1.16% | 24,383 | -223 | -0.9% | -$7.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $864.62万 | 1.16% | 43,211 | 3,725 | 9.4% | $74.53万 | 加仓 |
| V | VISA INC | $955.77万 | 1.29% | 27,858 | -241 | -0.9% | -$8.27万 | 减仓 |
| GOOG | ALPHABET INC | $959.15万 | 1.29% | 27,146 | 453 | 1.7% | $16.01万 | 加仓 |
| GOOGL | ALPHABET INC | $975.16万 | 1.31% | 27,287 | 1,071 | 4.1% | $38.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $975.48万 | 1.31% | 26,362 | -11 | -0.0% | -$4,070 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1,083.43万 | 1.46% | 198,358 | 4,888 | 2.5% | $26.70万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,091.78万 | 1.47% | 219,320 | -25,111 | -10.3% | -$125.00万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1,230.90万 | 1.66% | 505,504 | 6,605 | 1.3% | $16.08万 | 加仓 |
| VLUE | ISHARES TR | $1,263.81万 | 1.70% | 63,250 | -31 | -0.0% | -$6,194 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,280.69万 | 1.72% | 165,823 | -46 | -0.0% | -$3,553 | 减仓 |
| IJR | ISHARES TR | $1,283.10万 | 1.73% | 86,515 | -1,689 | -1.9% | -$25.05万 | 减仓 |
| AMZN | AMAZON COM INC | $1,414.52万 | 1.90% | 59,349 | 407 | 0.7% | $9.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,529.33万 | 2.06% | 40,999 | -933 | -2.2% | -$34.80万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,616.59万 | 2.18% | 353,353 | 652 | 0.2% | $2.98万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,681.42万 | 2.26% | 331,936 | 6,275 | 1.9% | $31.79万 | 加仓 |
| MTUM | ISHARES TR | $2,076.95万 | 2.80% | 60,583 | -282 | -0.5% | -$9.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,341.49万 | 4.50% | 310,836 | -173 | -0.1% | -$1.86万 | 减仓 |
| AAPL | APPLE INC | $3,476.76万 | 4.68% | 120,154 | 658 | 0.6% | $19.04万 | 加仓 |
| IEFA | ISHARES TR | $3,629.99万 | 4.89% | 375,853 | -3,342 | -0.9% | -$32.28万 | 减仓 |
| QUAL | ISHARES TR | $3,859.50万 | 5.20% | 175,888 | 601 | 0.3% | $13.19万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,948.69万 | 6.66% | 727,641 | -1,385 | -0.2% | -$9.42万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,900.72万 | 13.33% | 144,155 | -345 | -0.2% | -$23.69万 | 减仓 |