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 |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,325 | -100.0% | -$40.04万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,931 | -100.0% | -$35.72万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -16,888 | -100.0% | -$31.07万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,682 | -100.0% | -$25.67万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,655 | -100.0% | -$23.58万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,048 | -100.0% | -$22.17万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | -17,767 | -100.0% | -$19.08万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -12,539 | -100.0% | -$8,256 | 清仓 |
| — | GENIUS GROUP LTD | $2,805 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | MUSTANG BIO INC | $2.35万 | 0.00% | 33,510 | 13,049 | 63.8% | $9,160 | 加仓 |
| — | VENU HLDG CORP | $4.54万 | 0.01% | 20,000 | 10,000 | 100.0% | $2.27万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $9.62万 | 0.01% | 10,143 | 10,143 | — | $9.62万 | 新建仓 |
| CGBD | CARLYLE SECURED LENDING INC | $12.93万 | 0.02% | 12,277 | 193 | 1.6% | $2,032 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.59万 | 0.02% | 23,313 | 485 | 2.1% | $2,828 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $14.62万 | 0.02% | 15,166 | 314 | 2.1% | $3,027 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $17.61万 | 0.02% | 13,669 | 226 | 1.7% | $2,911 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $19.69万 | 0.03% | 22,504 | 11,839 | 111.0% | $10.36万 | 加仓 |
| MAT | MATTEL INC | $20.16万 | 0.03% | 14,522 | -174 | -1.2% | -$2,415 | 减仓 |
| IWV | ISHARES TR | $20.21万 | 0.03% | 474 | -126 | -21.0% | -$5.37万 | 重新持有 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.43万 | 0.03% | 3,167 | 3,167 | — | $20.43万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.96万 | 0.03% | 401 | 401 | — | $20.96万 | 新建仓 |
| AIQ | GLOBAL X FDS | $21.14万 | 0.03% | 3,222 | 3,222 | — | $21.14万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.25万 | 0.03% | 445 | -1,389 | -75.7% | -$66.33万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $22.18万 | 0.03% | 1,041 | -7 | -0.7% | -$1,492 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.40万 | 0.03% | 3,644 | 22 | 0.6% | $1,352 | 加仓 |
| MOAT | VANECK ETF TRUST | $22.52万 | 0.03% | 2,166 | -2,548 | -54.1% | -$26.49万 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $22.63万 | 0.03% | 14,964 | 151 | 1.0% | $2,283 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.81万 | 0.03% | 9,698 | 9,698 | — | $22.81万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $22.94万 | 0.03% | 2,820 | 9 | 0.3% | $732 | 加仓 |
| GME | GAMESTOP CORP | $22.96万 | 0.03% | 10,398 | 98 | 1.0% | $2,164 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $23.04万 | 0.03% | 9,492 | 153 | 1.6% | $3,713 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.05万 | 0.03% | 2,548 | -1,105 | -30.2% | -$10.00万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $23.22万 | 0.03% | 956 | 4 | 0.4% | $972 | 加仓 |
| AMT | AMERICAN TOWER CORP | $23.37万 | 0.03% | 1,429 | 126 | 9.7% | $2.06万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $23.66万 | 0.03% | 2,359 | 2,359 | — | $23.66万 | 新建仓 |
| UGI | UGI CORP NEW | $23.70万 | 0.03% | 6,861 | -185 | -2.6% | -$6,390 | 减仓 |
| TRI | THOMSON REUTERS CORP | $23.86万 | 0.03% | 2,922 | 2,922 | — | $23.86万 | 新建仓 |
| FSK | FS KKR CAP CORP | $24.31万 | 0.03% | 23,150 | 965 | 4.3% | $1.01万 | 加仓 |
| RTX | RTX CORPORATION | $25.00万 | 0.03% | 1,318 | 27 | 2.1% | $5,122 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $25.20万 | 0.03% | 4,907 | 11 | 0.2% | $565 | 加仓 |
| — | FIDELITY ETHEREUM FD | $25.32万 | 0.03% | 16,088 | 16,088 | — | $25.32万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $25.57万 | 0.03% | 3,483 | -23 | -0.7% | -$1,689 | 减仓 |
| BOTZ | GLOBAL X FDS | $25.62万 | 0.03% | 6,753 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.72万 | 0.03% | 337 | 337 | — | $25.72万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $25.80万 | 0.03% | 404 | 404 | — | $25.80万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.83万 | 0.03% | 26,986 | 527 | 2.0% | $5,043 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $26.06万 | 0.04% | 5,375 | 0 | 0.0% | — | 不变 |
| INMU | BLACKROCK ETF TRUST II | $26.15万 | 0.04% | 10,783 | 10,783 | — | $26.15万 | 新建仓 |
| VST | VISTRA CORP | $26.35万 | 0.04% | 1,661 | -11 | -0.7% | -$1,745 | 减仓 |
| NFLX | NETFLIX INC. | $26.60万 | 0.04% | 3,726 | 678 | 22.2% | $4.84万 | 加仓 |
| EFV | ISHARES TR | $26.79万 | 0.04% | 3,500 | 269 | 8.3% | $2.06万 | 加仓 |
| GLW | CORNING INC | $26.83万 | 0.04% | 1,050 | 1,050 | — | $26.83万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $27.00万 | 0.04% | 9,458 | -4 | -0.0% | -$114 | 减仓 |
| MS | MORGAN STANLEY | $27.18万 | 0.04% | 1,300 | 62 | 5.0% | $1.30万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $27.29万 | 0.04% | 16,353 | 64 | 0.4% | $1,068 | 加仓 |
| PFF | ISHARES TR | $27.37万 | 0.04% | 8,975 | 113 | 1.3% | $3,446 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.41万 | 0.04% | 9,927 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $27.49万 | 0.04% | 2,979 | -203 | -6.4% | -$1.87万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.59万 | 0.04% | 2,700 | 12 | 0.4% | $1,226 | 加仓 |
| ASML | ASML HLDG NV | $28.05万 | 0.04% | 141 | 141 | — | $28.05万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.64万 | 0.04% | 9,494 | 9,494 | — | $28.64万 | 新建仓 |
| SLV | ISHARES SILVER TR | $28.82万 | 0.04% | 5,390 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $29.06万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $29.32万 | 0.04% | 447 | 447 | — | $29.32万 | 新建仓 |
| IAGG | ISHARES TR | $30.06万 | 0.04% | 5,940 | 5,940 | — | $30.06万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $30.28万 | 0.04% | 6,732 | 60 | 0.9% | $2,699 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $30.50万 | 0.04% | 6,054 | 6,054 | — | $30.50万 | 新建仓 |
| SNDK | SANDISK CORP | $31.15万 | 0.04% | 137 | 137 | — | $31.15万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $31.32万 | 0.04% | 17,666 | 138 | 0.8% | $2,447 | 加仓 |
| LOW | LOWES COS INC | $31.60万 | 0.04% | 1,433 | -138 | -8.8% | -$3.04万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.09万 | 0.04% | 1,599 | 4 | 0.3% | $803 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $32.22万 | 0.04% | 2,546 | -27 | -1.0% | -$3,417 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $32.24万 | 0.04% | 4,137 | 14 | 0.3% | $1,091 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.28万 | 0.04% | 6,118 | 34 | 0.6% | $1,794 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $32.67万 | 0.04% | 1,621 | 78 | 5.1% | $1.57万 | 加仓 |
| XT | ISHARES TR | $32.73万 | 0.04% | 3,961 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.75万 | 0.04% | 2,549 | 138 | 5.7% | $1.77万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $33.38万 | 0.04% | 13,044 | -20,034 | -60.6% | -$51.27万 | 减仓 |
| SHLD | GLOBAL X FDS | $34.84万 | 0.05% | 5,835 | 5,835 | — | $34.84万 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $35.34万 | 0.05% | 28,226 | -5,669 | -16.7% | -$7.10万 | 减仓 |
| BA | BOEING CO | $35.67万 | 0.05% | 1,648 | -5 | -0.3% | -$1,082 | 减仓 |
| EQT | EQT CORP | $36.22万 | 0.05% | 6,812 | -110 | -1.6% | -$5,849 | 减仓 |
| ORCL | ORACLE CORP | $36.49万 | 0.05% | 2,490 | -6 | -0.2% | -$879 | 减仓 |
| COR | CENCORA INC | $36.62万 | 0.05% | 1,294 | -14 | -1.1% | -$3,962 | 减仓 |
| PFE | PFIZER INC | $37.09万 | 0.05% | 15,403 | -10,180 | -39.8% | -$24.51万 | 减仓 |
| GE | GE AEROSPACE | $37.13万 | 0.05% | 994 | -11 | -1.1% | -$4,109 | 减仓 |
| T | AT&T INC | $38.53万 | 0.05% | 18,612 | -3,070 | -14.2% | -$6.35万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.74万 | 0.05% | 1,136 | -44 | -3.7% | -$1.50万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.96万 | 0.05% | 1,386 | -12 | -0.9% | -$3,373 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $39.27万 | 0.05% | 13,837 | 154 | 1.1% | $4,370 | 加仓 |
| AOM | ISHARES TR | $39.59万 | 0.05% | 7,935 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.70万 | 0.05% | 1,678 | 3 | 0.2% | $710 | 加仓 |
| PSX | PHILLIPS 66 | $39.75万 | 0.05% | 2,351 | -37 | -1.5% | -$6,256 | 减仓 |
| MCD | MCDONALDS CORP | $39.83万 | 0.05% | 1,473 | -64 | -4.2% | -$1.73万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $39.88万 | 0.05% | 3,156 | 2 | 0.1% | $253 | 加仓 |
| VEEV | VEEVA SYS INC | $39.91万 | 0.05% | 2,249 | 59 | 2.7% | $1.05万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.14万 | 0.05% | 1,886 | 7 | 0.4% | $1,490 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $40.27万 | 0.05% | 8,008 | 8,008 | — | $40.27万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $40.36万 | 0.05% | 2,588 | 6 | 0.2% | $936 | 加仓 |
| DBEF | DBX ETF TR | $40.41万 | 0.05% | 7,398 | 583 | 8.6% | $3.18万 | 加仓 |