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 |
|---|---|---|---|---|---|---|---|---|
| AAL | AMERICAN AIRLINES GROUP INC | $19.08万 | 0.03% | 17,767 | -1,031 | -5.5% | -$1.11万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $17.02万 | 0.03% | 13,443 | 377 | 2.9% | $4,773 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $13.22万 | 0.02% | 12,084 | 12,084 | — | $13.22万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $13.04万 | 0.02% | 14,852 | 318 | 2.2% | $2,792 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $11.48万 | 0.02% | 22,828 | -4,331 | -15.9% | -$2.18万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $9.74万 | 0.01% | 10,665 | 10,665 | — | $9.74万 | 新建仓 |
| — | VENU HLDG CORP | $3.31万 | 0.01% | 10,000 | 10,000 | — | $3.31万 | 新建仓 |
| — | MUSTANG BIO INC | $1.49万 | 0.00% | 20,461 | 7,500 | 57.9% | $5,460 | 加仓 |
| — | WM TECHNOLOGY INC | $8,256 | 0.00% | 12,539 | 0 | 0.0% | — | 不变 |
| — | GENIUS GROUP LTD | $4,881 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -18,500 | -100.0% | -$98.73万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$59.77万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -8,879 | -100.0% | -$46.94万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -19,632 | -100.0% | -$34.77万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXLC | OXFORD LANE CAP CORP | $0 | 0.00% | 0 | -19,282 | -100.0% | -$28.23万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -26,129 | -100.0% | -$28.01万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,784 | -100.0% | -$27.33万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,888 | -100.0% | -$27.18万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -327 | -100.0% | -$26.82万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,900 | -100.0% | -$26.82万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -402 | -100.0% | -$26.63万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -447 | -100.0% | -$25.90万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,064 | -100.0% | -$25.86万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -444 | -100.0% | -$25.15万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -14,847 | -100.0% | -$24.48万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,883 | -100.0% | -$23.00万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -17,458 | -100.0% | -$22.52万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,174 | -100.0% | -$22.08万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -517 | -100.0% | -$22.04万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,250 | -100.0% | -$21.80万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$21.62万 | 清仓 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -36,175 | -100.0% | -$20.84万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -583 | -100.0% | -$20.82万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -876 | -100.0% | -$20.04万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -38,800 | -100.0% | -$18.62万 | 清仓 |
| SLRC | SLR INVESTMENT CORP | $0 | 0.00% | 0 | -12,000 | -100.0% | -$18.55万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -14,310 | -100.0% | -$17.79万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -11,875 | -100.0% | -$16.64万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$16.19万 | 清仓 |
| — | SACHEM CAP CORP | $0 | 0.00% | 0 | -118,940 | -100.0% | -$12.37万 | 清仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $0 | 0.00% | 0 | -13,610 | -100.0% | -$8.90万 | 清仓 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -17,000 | -100.0% | -$8.13万 | 清仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $0 | 0.00% | 0 | -14,500 | -100.0% | -$8.12万 | 清仓 |