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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $64.46万 | 0.10% | 9,768 | -110 | -1.1% | -$7,259 | 减仓 |
| BAC | BANK AMERICA CORP | $64.30万 | 0.10% | 13,191 | -1,863 | -12.4% | -$9.08万 | 减仓 |
| WFC | WELLS FARGO & CO | $64.25万 | 0.10% | 8,070 | 873 | 12.1% | $6.95万 | 加仓 |
| DIS | DISNEY WALT CO | $64.11万 | 0.10% | 6,651 | -629 | -8.6% | -$6.06万 | 减仓 |
| T | AT&T INC | $62.86万 | 0.10% | 21,682 | -6,305 | -22.5% | -$18.28万 | 减仓 |
| MLN | VANECK ETF TRUST | $62.49万 | 0.10% | 35,830 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $61.98万 | 0.09% | 8,617 | -578 | -6.3% | -$4.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $61.98万 | 0.09% | 1,834 | -31 | -1.7% | -$1.05万 | 减仓 |
| IUSB | ISHARES TR | $61.98万 | 0.09% | 13,418 | -169 | -1.2% | -$7,806 | 减仓 |
| VXUS | VANGUARD STAR FDS | $60.53万 | 0.09% | 7,849 | 3,037 | 63.1% | $23.42万 | 加仓 |
| MUB | ISHARES TR | $59.31万 | 0.09% | 5,587 | -325 | -5.5% | -$3.45万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $57.78万 | 0.09% | 9,788 | 1,994 | 25.6% | $11.77万 | 加仓 |
| IWF | ISHARES TR | $57.52万 | 0.09% | 1,349 | 1 | 0.1% | $426 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.86万 | 0.09% | 2,661 | -1,067 | -28.6% | -$22.80万 | 减仓 |
| CI | THE CIGNA GROUP | $56.31万 | 0.09% | 2,111 | -50 | -2.3% | -$1.33万 | 减仓 |
| ENB | ENBRIDGE INC | $54.73万 | 0.08% | 10,110 | -3,221 | -24.2% | -$17.44万 | 减仓 |
| FDX | FEDEX CORP | $53.89万 | 0.08% | 1,513 | -145 | -8.7% | -$5.16万 | 减仓 |
| GOVT | ISHARES TR | $53.79万 | 0.08% | 23,479 | 23,479 | — | $53.79万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $52.58万 | 0.08% | 1,943 | -602 | -23.7% | -$16.29万 | 减仓 |
| RMD | RESMED INC | $52.18万 | 0.08% | 2,324 | -225 | -8.8% | -$5.05万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $50.97万 | 0.08% | 5,509 | 3 | 0.1% | $278 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.47万 | 0.08% | 6,900 | 8 | 0.1% | $585 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $49.48万 | 0.08% | 33,078 | 4,000 | 13.8% | $5.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.74万 | 0.07% | 9,709 | -1,639 | -14.4% | -$8.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $47.82万 | 0.07% | 14,261 | -895 | -5.9% | -$3.00万 | 减仓 |
| GLD | SPDR GOLD TR | $47.81万 | 0.07% | 1,111 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $47.76万 | 0.07% | 1,537 | -133 | -8.0% | -$4.13万 | 减仓 |
| ABBV | ABBVIE INC | $46.76万 | 0.07% | 2,150 | -1,195 | -35.7% | -$25.99万 | 减仓 |
| AMGN | AMGEN INC | $45.94万 | 0.07% | 1,306 | -629 | -32.5% | -$22.13万 | 减仓 |
| MOAT | VANECK ETF TRUST | $45.58万 | 0.07% | 4,714 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $45.30万 | 0.07% | 8,044 | 7 | 0.1% | $394 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.86万 | 0.07% | 2,205 | -86 | -3.8% | -$1.75万 | 减仓 |
| EQT | EQT CORP | $44.05万 | 0.07% | 6,922 | -581 | -7.7% | -$3.70万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.96万 | 0.07% | 3,154 | -587 | -15.7% | -$8.18万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $43.77万 | 0.07% | 2,667 | 223 | 9.1% | $3.66万 | 加仓 |
| PSX | PHILLIPS 66 | $43.50万 | 0.07% | 2,388 | -2 | -0.1% | -$364 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $42.03万 | 0.06% | 33,895 | 1,120 | 3.4% | $1.39万 | 加仓 |
| IEMG | ISHARES INC | $41.92万 | 0.06% | 6,009 | -10 | -0.2% | -$698 | 减仓 |
| VLO | VALERO ENERGY CORP | $41.51万 | 0.06% | 1,680 | -1 | -0.1% | -$247 | 减仓 |
| COR | CENCORA INC | $41.08万 | 0.06% | 1,308 | -2 | -0.2% | -$628 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.04万 | 0.06% | 5,325 | -827 | -13.4% | -$6.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.37万 | 0.06% | 1,147 | -165 | -12.6% | -$5.66万 | 减仓 |
| VEEV | VEEVA SYS INC | $38.47万 | 0.06% | 2,190 | -31 | -1.4% | -$5,445 | 减仓 |
| AOM | ISHARES TR | $37.59万 | 0.06% | 7,935 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $37.12万 | 0.06% | 1,571 | -85 | -5.1% | -$2.01万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.73万 | 0.06% | 5,390 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $36.72万 | 0.06% | 2,496 | -390 | -13.5% | -$5.74万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.07万 | 0.05% | 1,879 | 8 | 0.4% | $1,536 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.02万 | 0.05% | 1,675 | 35 | 2.1% | $7,527 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.72万 | 0.05% | 13,931 | -40 | -0.3% | -$1,026 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.98万 | 0.05% | 413 | -139 | -25.2% | -$11.77万 | 减仓 |
| CAT | CATERPILLAR INC | $34.22万 | 0.05% | 483 | -143 | -22.8% | -$10.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.87万 | 0.05% | 1,398 | -165 | -10.6% | -$4.00万 | 减仓 |
| GEV | GE VERNOVA INC | $33.69万 | 0.05% | 386 | 24 | 6.6% | $2.09万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.69万 | 0.05% | 2,573 | -72 | -2.7% | -$9,427 | 减仓 |
| DBEF | DBX ETF TR | $33.66万 | 0.05% | 6,815 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $33.59万 | 0.05% | 13,683 | 141 | 1.0% | $3,462 | 加仓 |
| BA | BOEING CO | $32.90万 | 0.05% | 1,653 | -83 | -4.8% | -$1.65万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $32.70万 | 0.05% | 2,582 | 23 | 0.9% | $2,913 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $32.25万 | 0.05% | 1,543 | 17 | 1.1% | $3,553 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $31.86万 | 0.05% | 6,366 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $31.07万 | 0.05% | 16,888 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $29.90万 | 0.05% | 3,182 | -645 | -16.9% | -$6.06万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $29.77万 | 0.05% | 6,084 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.31万 | 0.04% | 3,048 | -1,494 | -32.9% | -$14.36万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.10万 | 0.04% | 1,595 | -52 | -3.2% | -$9,488 | 减仓 |
| MRK | MERCK & CO INC | $29.00万 | 0.04% | 2,411 | -137 | -5.4% | -$1.65万 | 减仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $28.94万 | 0.04% | 6,672 | 43 | 0.6% | $1,865 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $28.62万 | 0.04% | 4,123 | 15 | 0.4% | $1,041 | 加仓 |
| GE | GE AEROSPACE | $28.51万 | 0.04% | 1,005 | -217 | -17.8% | -$6.15万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.43万 | 0.04% | 17,528 | 4,274 | 32.2% | $6.69万 | 加仓 |
| XT | ISHARES TR | $26.99万 | 0.04% | 3,961 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $26.87万 | 0.04% | 8,862 | 48 | 0.5% | $1,455 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.55万 | 0.04% | 9,927 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $25.82万 | 0.04% | 3,506 | -83 | -2.3% | -$6,112 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.67万 | 0.04% | 6,682 | 75 | 1.1% | $2,881 | 加仓 |
| UGI | UGI CORP NEW | $25.66万 | 0.04% | 7,046 | -604 | -7.9% | -$2.20万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $25.55万 | 0.04% | 5,375 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $25.48万 | 0.04% | 9,462 | -49 | -0.5% | -$1,320 | 减仓 |
| VV | VANGUARD INDEX FDS | $25.25万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $25.14万 | 0.04% | 1,672 | -103 | -5.8% | -$1.55万 | 减仓 |
| RTX | RTX CORPORATION | $24.90万 | 0.04% | 1,291 | -845 | -39.6% | -$16.30万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $24.80万 | 0.04% | 4,896 | 12 | 0.2% | $608 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $24.25万 | 0.04% | 16,289 | -3,336 | -17.0% | -$4.97万 | 减仓 |
| SBUX | STARBUCKS CORP | $24.08万 | 0.04% | 2,688 | -196 | -6.8% | -$1.76万 | 减仓 |
| EFV | ISHARES TR | $24.02万 | 0.04% | 3,231 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $23.73万 | 0.04% | 10,300 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $23.58万 | 0.04% | 1,655 | 29 | 1.8% | $4,132 | 加仓 |
| RSG | REPUBLIC SVCS INC | $22.95万 | 0.03% | 1,048 | 30 | 2.9% | $6,571 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $22.81万 | 0.03% | 26,459 | 523 | 2.0% | $4,508 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $22.67万 | 0.03% | 9,339 | 9,339 | — | $22.67万 | 新建仓 |
| FSK | FS KKR CAP CORP | $22.58万 | 0.03% | 22,185 | -1,435 | -6.1% | -$1.46万 | 减仓 |
| BOTZ | GLOBAL X FDS | $22.43万 | 0.03% | 6,753 | 9 | 0.1% | $299 | 加仓 |
| NEM | NEWMONT CORP | $22.17万 | 0.03% | 2,048 | -300 | -12.8% | -$3.25万 | 减仓 |
| MAT | MATTEL INC | $21.35万 | 0.03% | 14,696 | 78 | 0.5% | $1,133 | 加仓 |
| VBR | VANGUARD INDEX FDS | $20.68万 | 0.03% | 952 | 5 | 0.5% | $1,086 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $20.68万 | 0.03% | 14,813 | 14,813 | — | $20.68万 | 新建仓 |
| FQAL | FIDELITY COVINGTON TRUST | $20.41万 | 0.03% | 2,811 | 10 | 0.4% | $726 | 加仓 |
| MS | MORGAN STANLEY | $20.37万 | 0.03% | 1,238 | -427 | -25.6% | -$7.03万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.11万 | 0.03% | 3,622 | -330 | -8.4% | -$1.83万 | 减仓 |