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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $75.86万 | 0.10% | 14,861 | 5,073 | 51.8% | $25.90万 | 加仓 |
| ITOT | ISHARES TR | $75.56万 | 0.10% | 4,600 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $73.63万 | 0.10% | 983 | -133 | -11.9% | -$9.96万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $73.17万 | 0.10% | 47,086 | 849 | 1.8% | $1.32万 | 加仓 |
| MO | ALTRIA GROUP INC | $70.96万 | 0.10% | 9,863 | 95 | 1.0% | $6,835 | 加仓 |
| CVX | CHEVRON CORPORATION | $70.56万 | 0.09% | 4,257 | -28 | -0.7% | -$4,641 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.70万 | 0.09% | 1,653 | -290 | -14.9% | -$12.05万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $67.53万 | 0.09% | 7,899 | 50 | 0.6% | $4,275 | 加仓 |
| IWF | ISHARES TR | $67.03万 | 0.09% | 5,398 | 2 | 0.0% | $248 | 加仓 |
| WFC | WELLS FARGO & CO | $67.01万 | 0.09% | 8,109 | 39 | 0.5% | $3,223 | 加仓 |
| GME | GAMESTOP CORP 看跌期权 | $66.24万 | 0.09% | 30,000 | 30,000 | — | $66.24万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $65.42万 | 0.09% | 11,772 | 5,406 | 84.9% | $30.04万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.55万 | 0.09% | 17,560 | 222 | 1.3% | $8,161 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $63.93万 | 0.09% | 3,534 | -609 | -14.7% | -$11.02万 | 减仓 |
| MLN | VANECK ETF TRUST | $63.71万 | 0.09% | 35,830 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $63.44万 | 0.09% | 862 | -1,432 | -62.4% | -$105.40万 | 减仓 |
| DIS | DISNEY WALT CO | $63.06万 | 0.08% | 6,551 | -100 | -1.5% | -$9,625 | 减仓 |
| IUSB | ISHARES TR | $61.92万 | 0.08% | 13,418 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $61.51万 | 0.08% | 8,524 | -93 | -1.1% | -$6,711 | 减仓 |
| MUB | ISHARES TR | $60.13万 | 0.08% | 5,587 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $59.53万 | 0.08% | 47,025 | -4,078 | -8.0% | -$5.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $58.95万 | 0.08% | 1,157 | 1 | 0.1% | $510 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $58.54万 | 0.08% | 11,185 | 11,185 | — | $58.54万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $55.91万 | 0.08% | 16,315 | -3,791 | -18.9% | -$12.99万 | 减仓 |
| CI | THE CIGNA GROUP | $55.85万 | 0.08% | 2,026 | -85 | -4.0% | -$2.34万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $55.39万 | 0.07% | 5,544 | 35 | 0.6% | $3,497 | 加仓 |
| ENB | ENBRIDGE INC | $54.70万 | 0.07% | 10,091 | -19 | -0.2% | -$1,030 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $54.51万 | 0.07% | 7,432 | -612 | -7.6% | -$4.49万 | 减仓 |
| CAT | CATERPILLAR INC | $51.75万 | 0.07% | 486 | 3 | 0.6% | $3,195 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.74万 | 0.07% | 6,908 | 8 | 0.1% | $599 | 加仓 |
| IEMG | ISHARES INC | $50.46万 | 0.07% | 6,091 | 82 | 1.4% | $6,793 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $50.07万 | 0.07% | 3,099 | 3,099 | — | $50.07万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.48万 | 0.07% | 1,661 | 1,661 | — | $49.48万 | 新建仓 |
| GLD | SPDR GOLD TR | $48.88万 | 0.07% | 1,327 | 216 | 19.4% | $7.96万 | 加仓 |
| AMGN | AMGEN INC | $48.53万 | 0.07% | 1,340 | 34 | 2.6% | $1.23万 | 加仓 |
| FDX | FEDEX CORP | $47.50万 | 0.06% | 1,517 | 4 | 0.3% | $1,252 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.43万 | 0.06% | 656 | -722 | -52.4% | -$52.20万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $46.82万 | 0.06% | 11,059 | 1,350 | 13.9% | $5.72万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $46.47万 | 0.06% | 14,537 | 276 | 1.9% | $8,824 | 加仓 |
| GEV | GE VERNOVA INC | $45.82万 | 0.06% | 390 | 4 | 1.0% | $4,699 | 加仓 |
| RMD | RESMED INC | $44.27万 | 0.06% | 2,272 | -52 | -2.2% | -$1.01万 | 减仓 |
| ABBV | ABBVIE INC | $43.91万 | 0.06% | 1,745 | -405 | -18.8% | -$10.19万 | 减仓 |
| VLO | VALERO ENERGY CORP | $43.88万 | 0.06% | 1,685 | 5 | 0.3% | $1,302 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.01万 | 0.06% | 425 | 12 | 2.9% | $1.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $40.91万 | 0.06% | 1,155 | 8 | 0.7% | $2,834 | 加仓 |
| DBEF | DBX ETF TR | $40.41万 | 0.05% | 7,398 | 583 | 8.6% | $3.18万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $40.36万 | 0.05% | 2,588 | 6 | 0.2% | $936 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $40.27万 | 0.05% | 8,008 | 8,008 | — | $40.27万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.14万 | 0.05% | 1,886 | 7 | 0.4% | $1,490 | 加仓 |
| VEEV | VEEVA SYS INC | $39.91万 | 0.05% | 2,249 | 59 | 2.7% | $1.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $39.88万 | 0.05% | 3,156 | 2 | 0.1% | $253 | 加仓 |
| MCD | MCDONALDS CORP | $39.83万 | 0.05% | 1,473 | -64 | -4.2% | -$1.73万 | 减仓 |
| PSX | PHILLIPS 66 | $39.75万 | 0.05% | 2,351 | -37 | -1.5% | -$6,256 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.70万 | 0.05% | 1,678 | 3 | 0.2% | $710 | 加仓 |
| AOM | ISHARES TR | $39.59万 | 0.05% | 7,935 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $39.27万 | 0.05% | 13,837 | 154 | 1.1% | $4,370 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.96万 | 0.05% | 1,386 | -12 | -0.9% | -$3,373 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.74万 | 0.05% | 1,136 | -44 | -3.7% | -$1.50万 | 重新持有 |
| T | AT&T INC | $38.53万 | 0.05% | 18,612 | -3,070 | -14.2% | -$6.35万 | 减仓 |
| GE | GE AEROSPACE | $37.13万 | 0.05% | 994 | -11 | -1.1% | -$4,109 | 减仓 |
| PFE | PFIZER INC | $37.09万 | 0.05% | 15,403 | -10,180 | -39.8% | -$24.51万 | 减仓 |
| COR | CENCORA INC | $36.62万 | 0.05% | 1,294 | -14 | -1.1% | -$3,962 | 减仓 |
| ORCL | ORACLE CORP | $36.49万 | 0.05% | 2,490 | -6 | -0.2% | -$879 | 减仓 |
| EQT | EQT CORP | $36.22万 | 0.05% | 6,812 | -110 | -1.6% | -$5,849 | 减仓 |
| BA | BOEING CO | $35.67万 | 0.05% | 1,648 | -5 | -0.3% | -$1,082 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $35.34万 | 0.05% | 28,226 | -5,669 | -16.7% | -$7.10万 | 减仓 |
| SHLD | GLOBAL X FDS | $34.84万 | 0.05% | 5,835 | 5,835 | — | $34.84万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $33.38万 | 0.04% | 13,044 | -20,034 | -60.6% | -$51.27万 | 减仓 |
| MRK | MERCK & CO INC | $32.75万 | 0.04% | 2,549 | 138 | 5.7% | $1.77万 | 加仓 |
| XT | ISHARES TR | $32.73万 | 0.04% | 3,961 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $32.67万 | 0.04% | 1,621 | 78 | 5.1% | $1.57万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.28万 | 0.04% | 6,118 | 34 | 0.6% | $1,794 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $32.24万 | 0.04% | 4,137 | 14 | 0.3% | $1,091 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $32.22万 | 0.04% | 2,546 | -27 | -1.0% | -$3,417 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $32.09万 | 0.04% | 1,599 | 4 | 0.3% | $803 | 加仓 |
| LOW | LOWES COS INC | $31.60万 | 0.04% | 1,433 | -138 | -8.8% | -$3.04万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $31.32万 | 0.04% | 17,666 | 138 | 0.8% | $2,447 | 加仓 |
| SNDK | SANDISK CORP | $31.15万 | 0.04% | 137 | 137 | — | $31.15万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $30.50万 | 0.04% | 6,054 | 6,054 | — | $30.50万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $30.28万 | 0.04% | 6,732 | 60 | 0.9% | $2,699 | 加仓 |
| IAGG | ISHARES TR | $30.06万 | 0.04% | 5,940 | 5,940 | — | $30.06万 | 新建仓 |
| SMH | VANECK ETF TRUST | $29.32万 | 0.04% | 447 | 447 | — | $29.32万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $29.06万 | 0.04% | 845 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $28.82万 | 0.04% | 5,390 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.64万 | 0.04% | 9,494 | 9,494 | — | $28.64万 | 新建仓 |
| ASML | ASML HLDG NV | $28.05万 | 0.04% | 141 | 141 | — | $28.05万 | 新建仓 |
| SBUX | STARBUCKS CORP | $27.59万 | 0.04% | 2,700 | 12 | 0.4% | $1,226 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $27.49万 | 0.04% | 2,979 | -203 | -6.4% | -$1.87万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.41万 | 0.04% | 9,927 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $27.37万 | 0.04% | 8,975 | 113 | 1.3% | $3,446 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $27.29万 | 0.04% | 16,353 | 64 | 0.4% | $1,068 | 加仓 |
| MS | MORGAN STANLEY | $27.18万 | 0.04% | 1,300 | 62 | 5.0% | $1.30万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $27.00万 | 0.04% | 9,458 | -4 | -0.0% | -$114 | 减仓 |
| GLW | CORNING INC | $26.83万 | 0.04% | 1,050 | 1,050 | — | $26.83万 | 新建仓 |
| EFV | ISHARES TR | $26.79万 | 0.04% | 3,500 | 269 | 8.3% | $2.06万 | 加仓 |
| NFLX | NETFLIX INC. | $26.60万 | 0.04% | 3,726 | 678 | 22.2% | $4.84万 | 加仓 |
| VST | VISTRA CORP | $26.35万 | 0.04% | 1,661 | -11 | -0.7% | -$1,745 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $26.15万 | 0.04% | 10,783 | 10,783 | — | $26.15万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $26.06万 | 0.04% | 5,375 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $25.83万 | 0.03% | 26,986 | 527 | 2.0% | $5,043 | 加仓 |