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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $25.80万 | 0.03% | 404 | 404 | — | $25.80万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.72万 | 0.03% | 337 | 337 | — | $25.72万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $25.62万 | 0.03% | 6,753 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $25.57万 | 0.03% | 3,483 | -23 | -0.7% | -$1,689 | 减仓 |
| — | FIDELITY ETHEREUM FD | $25.32万 | 0.03% | 16,088 | 16,088 | — | $25.32万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $25.20万 | 0.03% | 4,907 | 11 | 0.2% | $565 | 加仓 |
| RTX | RTX CORPORATION | $25.00万 | 0.03% | 1,318 | 27 | 2.1% | $5,122 | 加仓 |
| FSK | FS KKR CAP CORP | $24.31万 | 0.03% | 23,150 | 965 | 4.3% | $1.01万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $23.86万 | 0.03% | 2,922 | 2,922 | — | $23.86万 | 新建仓 |
| UGI | UGI CORP NEW | $23.70万 | 0.03% | 6,861 | -185 | -2.6% | -$6,390 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $23.66万 | 0.03% | 2,359 | 2,359 | — | $23.66万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $23.37万 | 0.03% | 1,429 | 126 | 9.7% | $2.06万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $23.22万 | 0.03% | 956 | 4 | 0.4% | $972 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $23.05万 | 0.03% | 2,548 | -1,105 | -30.2% | -$10.00万 | 重新持有 |
| PAGP | PLAINS GP HLDGS L P | $23.04万 | 0.03% | 9,492 | 153 | 1.6% | $3,713 | 加仓 |
| GME | GAMESTOP CORP | $22.96万 | 0.03% | 10,398 | 98 | 1.0% | $2,164 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $22.94万 | 0.03% | 2,820 | 9 | 0.3% | $732 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.81万 | 0.03% | 9,698 | 9,698 | — | $22.81万 | 新建仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $22.63万 | 0.03% | 14,964 | 151 | 1.0% | $2,283 | 加仓 |
| MOAT | VANECK ETF TRUST | $22.52万 | 0.03% | 2,166 | -2,548 | -54.1% | -$26.49万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $22.40万 | 0.03% | 3,644 | 22 | 0.6% | $1,352 | 加仓 |
| RSG | REPUBLIC SVCS INC | $22.18万 | 0.03% | 1,041 | -7 | -0.7% | -$1,492 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.25万 | 0.03% | 445 | -1,389 | -75.7% | -$66.33万 | 减仓 |
| AIQ | GLOBAL X FDS | $21.14万 | 0.03% | 3,222 | 3,222 | — | $21.14万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $20.96万 | 0.03% | 401 | 401 | — | $20.96万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.43万 | 0.03% | 3,167 | 3,167 | — | $20.43万 | 新建仓 |
| IWV | ISHARES TR | $20.21万 | 0.03% | 474 | -126 | -21.0% | -$5.37万 | 重新持有 |
| MAT | MATTEL INC | $20.16万 | 0.03% | 14,522 | -174 | -1.2% | -$2,415 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $19.69万 | 0.03% | 22,504 | 11,839 | 111.0% | $10.36万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $17.61万 | 0.02% | 13,669 | 226 | 1.7% | $2,911 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $14.62万 | 0.02% | 15,166 | 314 | 2.1% | $3,027 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.59万 | 0.02% | 23,313 | 485 | 2.1% | $2,828 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $12.93万 | 0.02% | 12,277 | 193 | 1.6% | $2,032 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $9.62万 | 0.01% | 10,143 | 10,143 | — | $9.62万 | 新建仓 |
| — | VENU HLDG CORP | $4.54万 | 0.01% | 20,000 | 10,000 | 100.0% | $2.27万 | 加仓 |
| — | MUSTANG BIO INC | $2.35万 | 0.00% | 33,510 | 13,049 | 63.8% | $9,160 | 加仓 |
| — | GENIUS GROUP LTD | $2,805 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| 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 |