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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,634.60万 | 13.16% | 144,500 | 1,121 | 0.8% | $66.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,241.47万 | 6.47% | 729,026 | 2,193 | 0.3% | $12.76万 | 加仓 |
| IEFA | ISHARES TR | $3,432.85万 | 5.23% | 379,195 | -6,291 | -1.6% | -$56.95万 | 减仓 |
| QUAL | ISHARES TR | $3,362.19万 | 5.13% | 175,287 | -943 | -0.5% | -$18.09万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,059.71万 | 4.66% | 311,009 | -751 | -0.2% | -$7.39万 | 减仓 |
| AAPL | APPLE INC | $3,032.69万 | 4.62% | 119,496 | -5,350 | -4.3% | -$135.78万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,627.98万 | 2.48% | 325,661 | 2,463 | 0.8% | $12.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,552.19万 | 2.37% | 41,932 | -3,680 | -8.1% | -$136.22万 | 减仓 |
| MTUM | ISHARES TR | $1,460.70万 | 2.23% | 60,865 | -360 | -0.6% | -$8.64万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,392.46万 | 2.12% | 352,701 | -3,775 | -1.1% | -$14.90万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,283.50万 | 1.96% | 165,869 | 2,557 | 1.6% | $19.79万 | 加仓 |
| AMZN | AMAZON COM INC | $1,227.58万 | 1.87% | 58,942 | -2,244 | -3.7% | -$46.74万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,216.90万 | 1.86% | 244,431 | -51,671 | -17.5% | -$257.24万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1,202.60万 | 1.83% | 498,899 | 22,020 | 4.6% | $53.08万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $1,196.61万 | 1.82% | 193,470 | -17,615 | -8.3% | -$108.95万 | 减仓 |
| IJR | ISHARES TR | $1,096.47万 | 1.67% | 88,204 | -5,033 | -5.4% | -$62.57万 | 减仓 |
| VLUE | ISHARES TR | $899.80万 | 1.37% | 63,281 | -1,452 | -2.2% | -$20.65万 | 减仓 |
| V | VISA INC | $849.27万 | 1.29% | 28,099 | -640 | -2.2% | -$19.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $846.08万 | 1.29% | 26,373 | -88 | -0.3% | -$2.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $814.20万 | 1.24% | 143,649 | 118 | 0.1% | $6,688 | 加仓 |
| HD | HOME DEPOT INC | $809.27万 | 1.23% | 24,606 | -574 | -2.3% | -$18.88万 | 减仓 |
| GOOG | ALPHABET INC | $765.71万 | 1.17% | 26,693 | -2,867 | -9.7% | -$82.24万 | 减仓 |
| GOOGL | ALPHABET INC | $753.87万 | 1.15% | 26,216 | -2,780 | -9.6% | -$79.94万 | 减仓 |
| WMT | WALMART INC | $710.09万 | 1.08% | 57,136 | -2,085 | -3.5% | -$25.91万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $696.77万 | 1.06% | 55,683 | -1,153 | -2.0% | -$14.43万 | 减仓 |
| IXUS | ISHARES TR | $692.26万 | 1.06% | 79,901 | -468 | -0.6% | -$4.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $688.63万 | 1.05% | 39,486 | -6,094 | -13.4% | -$106.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $629.79万 | 0.96% | 12,604 | -594 | -4.5% | -$29.68万 | 减仓 |
| WM | WASTE MGMT INC DEL | $600.60万 | 0.92% | 26,137 | -325 | -1.2% | -$7.47万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $581.00万 | 0.89% | 134,709 | -2,282 | -1.7% | -$9.84万 | 减仓 |
| IEI | ISHARES TR | $577.35万 | 0.88% | 48,680 | -2,009 | -4.0% | -$23.83万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $528.73万 | 0.81% | 115,899 | 2,950 | 2.6% | $13.46万 | 加仓 |
| META | META PLATFORMS INC | $450.27万 | 0.69% | 7,870 | -436 | -5.2% | -$24.95万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $449.10万 | 0.68% | 88,092 | -5,384 | -5.8% | -$27.45万 | 减仓 |
| — | EXXON MOBIL CORP | $442.58万 | 0.67% | 26,086 | -725 | -2.7% | -$12.30万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $427.20万 | 0.65% | 55,059 | 1,911 | 3.6% | $14.83万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $419.57万 | 0.64% | 124,353 | 4,532 | 3.8% | $15.29万 | 加仓 |
| CSX | CSX CORP | $385.89万 | 0.59% | 94,006 | -31 | -0.0% | -$1,273 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $377.94万 | 0.58% | 69,924 | -537 | -0.8% | -$2.90万 | 减仓 |
| AVGO | BROADCOM INC | $360.76万 | 0.55% | 11,656 | -1,517 | -11.5% | -$46.95万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $321.25万 | 0.49% | 73,699 | -1,844 | -2.4% | -$8.04万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.44% | 4 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $271.32万 | 0.41% | 46,348 | 10,606 | 29.7% | $62.09万 | 加仓 |
| BLK | BLACKROCK INC | $262.16万 | 0.40% | 2,726 | -42 | -1.5% | -$4.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $254.17万 | 0.39% | 10,398 | -317 | -3.0% | -$7.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $244.41万 | 0.37% | 3,758 | -9 | -0.2% | -$5,853 | 减仓 |
| APP | APPLOVIN CORP | $239.95万 | 0.37% | 6,029 | -285 | -4.5% | -$11.34万 | 减仓 |
| TSLA | TESLA INC | $238.76万 | 0.36% | 6,422 | -673 | -9.5% | -$25.02万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $235.19万 | 0.36% | 16,283 | -797 | -4.7% | -$11.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $220.26万 | 0.34% | 7,488 | -2,241 | -23.0% | -$65.92万 | 减仓 |
| CSCO | CISCO SYS INC | $205.73万 | 0.31% | 26,515 | -1,859 | -6.6% | -$14.42万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $204.27万 | 0.31% | 40,362 | 896 | 2.3% | $4.53万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $193.77万 | 0.30% | 28,844 | -358 | -1.2% | -$2.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.74万 | 0.28% | 3,876 | -857 | -18.1% | -$41.07万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $184.62万 | 0.28% | 41,165 | 5,707 | 16.1% | $25.60万 | 加仓 |
| PEP | PEPSICO INC | $173.17万 | 0.26% | 11,151 | -2,437 | -17.9% | -$37.85万 | 减仓 |
| LII | LENNOX INTL INC | $167.41万 | 0.26% | 3,607 | -1,623 | -31.0% | -$75.33万 | 减仓 |
| IUSV | ISHARES TR | $159.16万 | 0.24% | 15,566 | 60 | 0.4% | $6,135 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $154.48万 | 0.24% | 24,107 | -1,228 | -4.8% | -$7.87万 | 减仓 |
| COP | CONOCOPHILLIPS | $150.27万 | 0.23% | 11,384 | -87 | -0.8% | -$1.15万 | 减仓 |
| TMUS | T-MOBILE US INC | $147.97万 | 0.23% | 7,045 | -346 | -4.7% | -$7.27万 | 减仓 |
| LLY | ELI LILLY & CO | $142.29万 | 0.22% | 1,547 | -328 | -17.5% | -$30.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $132.38万 | 0.20% | 2,294 | -633 | -21.6% | -$36.53万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $130.23万 | 0.20% | 54,973 | -12,600 | -18.6% | -$29.85万 | 减仓 |
| KLAC | KLA CORP | $119.31万 | 0.18% | 810 | -148 | -15.4% | -$21.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $115.84万 | 0.18% | 1,163 | -304 | -20.7% | -$30.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $112.59万 | 0.17% | 22,568 | 7 | 0.0% | $349 | 加仓 |
| USMV | ISHARES TR | $109.21万 | 0.17% | 11,776 | 8 | 0.1% | $742 | 加仓 |
| EME | EMCOR GROUP INC | $108.67万 | 0.17% | 1,472 | -38 | -2.5% | -$2.81万 | 减仓 |
| KO | COCA COLA CO | $108.63万 | 0.17% | 14,284 | -1,176 | -7.6% | -$8.94万 | 减仓 |
| TXN | TEXAS INSTRS INC | $104.36万 | 0.16% | 5,376 | -2,912 | -35.1% | -$56.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $93.60万 | 0.14% | 6,399 | -552 | -7.9% | -$8.07万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $93.55万 | 0.14% | 3,093 | -26 | -0.8% | -$7,864 | 减仓 |
| BOND | PIMCO ETF TR | $92.27万 | 0.14% | 9,999 | -9 | -0.1% | -$831 | 减仓 |
| TFLO | ISHARES TR | $92.01万 | 0.14% | 18,174 | 622 | 3.5% | $3.15万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $88.69万 | 0.14% | 211 | -5 | -2.3% | -$2.10万 | 减仓 |
| CVX | CHEVRON CORPORATION | $88.65万 | 0.14% | 4,285 | -315 | -6.8% | -$6.52万 | 减仓 |
| APH | AMPHENOL CORP | $84.39万 | 0.13% | 6,679 | -28 | -0.4% | -$3,538 | 减仓 |
| NTRS | NORTHERN TR CORP | $80.98万 | 0.12% | 5,802 | -163 | -2.7% | -$2.27万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $79.89万 | 0.12% | 33,694 | 253 | 0.8% | $5,999 | 加仓 |
| C | CITIGROUP INC | $79.11万 | 0.12% | 6,976 | -348 | -4.8% | -$3.95万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $79.01万 | 0.12% | 5,842 | -47 | -0.8% | -$6,356 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $78.21万 | 0.12% | 2,315 | 88 | 4.0% | $2.97万 | 加仓 |
| NVS | NOVARTIS AG | $76.53万 | 0.12% | 5,010 | -699 | -12.2% | -$10.68万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $75.56万 | 0.12% | 5,463 | 2,120 | 63.4% | $29.32万 | 加仓 |
| BE | BLOOM ENERGY CORP | $75.08万 | 0.11% | 5,541 | -1,001 | -15.3% | -$13.56万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $74.24万 | 0.11% | 35,321 | 2,206 | 6.7% | $4.64万 | 加仓 |
| INTC | INTEL CORP | $73.62万 | 0.11% | 16,683 | -187 | -1.1% | -$8,252 | 减仓 |
| IVV | ISHARES TR | $72.91万 | 0.11% | 1,116 | 114 | 11.4% | $7.45万 | 加仓 |
| PGR | PROGRESSIVE CORP | $72.24万 | 0.11% | 3,644 | -12 | -0.3% | -$2,379 | 减仓 |
| PFE | PFIZER INC | $71.84万 | 0.11% | 25,583 | -1,413 | -5.2% | -$3.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.08万 | 0.11% | 1,604 | 21 | 1.3% | $9,175 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.87万 | 0.11% | 1,156 | -37 | -3.1% | -$2.24万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $68.50万 | 0.10% | 4,143 | -69 | -1.6% | -$1.14万 | 减仓 |
| UNP | UNION PAC CORP | $67.51万 | 0.10% | 2,783 | -961 | -25.7% | -$23.31万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $67.28万 | 0.10% | 20,106 | -12,305 | -38.0% | -$41.18万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $66.67万 | 0.10% | 46,237 | -1,750 | -3.6% | -$2.52万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $65.61万 | 0.10% | 17,338 | -10,196 | -37.0% | -$38.58万 | 减仓 |
| ITOT | ISHARES TR | $65.52万 | 0.10% | 4,600 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $65.41万 | 0.10% | 51,103 | 18,555 | 57.0% | $23.75万 | 加仓 |