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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9,900.72万 | 13.33% | 144,155 | -345 | -0.2% | -$23.69万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $4,948.69万 | 6.66% | 727,641 | -1,385 | -0.2% | -$9.42万 | 减仓 |
| QUAL | ISHARES TR | $3,859.50万 | 5.20% | 175,888 | 601 | 0.3% | $13.19万 | 加仓 |
| IEFA | ISHARES TR | $3,629.99万 | 4.89% | 375,853 | -3,342 | -0.9% | -$32.28万 | 减仓 |
| AAPL | APPLE INC | $3,476.76万 | 4.68% | 120,154 | 658 | 0.6% | $19.04万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,341.49万 | 4.50% | 310,836 | -173 | -0.1% | -$1.86万 | 减仓 |
| MTUM | ISHARES TR | $2,076.95万 | 2.80% | 60,583 | -282 | -0.5% | -$9.67万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,681.42万 | 2.26% | 331,936 | 6,275 | 1.9% | $31.79万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,616.59万 | 2.18% | 353,353 | 652 | 0.2% | $2.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,529.33万 | 2.06% | 40,999 | -933 | -2.2% | -$34.80万 | 减仓 |
| AMZN | AMAZON COM INC | $1,414.52万 | 1.90% | 59,349 | 407 | 0.7% | $9.70万 | 加仓 |
| IJR | ISHARES TR | $1,283.10万 | 1.73% | 86,515 | -1,689 | -1.9% | -$25.05万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $1,280.69万 | 1.72% | 165,823 | -46 | -0.0% | -$3,553 | 减仓 |
| VLUE | ISHARES TR | $1,263.81万 | 1.70% | 63,250 | -31 | -0.0% | -$6,194 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1,230.90万 | 1.66% | 505,504 | 6,605 | 1.3% | $16.08万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,091.78万 | 1.47% | 219,320 | -25,111 | -10.3% | -$125.00万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1,083.43万 | 1.46% | 198,358 | 4,888 | 2.5% | $26.70万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $975.48万 | 1.31% | 26,362 | -11 | -0.0% | -$4,070 | 减仓 |
| GOOGL | ALPHABET INC | $975.16万 | 1.31% | 27,287 | 1,071 | 4.1% | $38.27万 | 加仓 |
| GOOG | ALPHABET INC | $959.15万 | 1.29% | 27,146 | 453 | 1.7% | $16.01万 | 加仓 |
| V | VISA INC | $955.77万 | 1.29% | 27,858 | -241 | -0.9% | -$8.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $864.62万 | 1.16% | 43,211 | 3,725 | 9.4% | $74.53万 | 加仓 |
| HD | HOME DEPOT INC | $859.94万 | 1.16% | 24,383 | -223 | -0.9% | -$7.86万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $811.42万 | 1.09% | 143,665 | 16 | 0.0% | $904 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $758.60万 | 1.02% | 53,464 | -2,219 | -4.0% | -$31.49万 | 减仓 |
| IXUS | ISHARES TR | $737.43万 | 0.99% | 77,266 | -2,635 | -3.3% | -$25.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $652.46万 | 0.88% | 12,704 | 100 | 0.8% | $5.14万 | 加仓 |
| WMT | WALMART INC | $649.08万 | 0.87% | 57,309 | 173 | 0.3% | $1.96万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $594.47万 | 0.80% | 130,080 | -4,629 | -3.4% | -$21.15万 | 减仓 |
| WM | WASTE MGMT INC DEL | $582.29万 | 0.78% | 26,126 | -11 | -0.0% | -$2,452 | 减仓 |
| IEI | ISHARES TR | $545.21万 | 0.73% | 46,421 | -2,259 | -4.6% | -$26.53万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $522.26万 | 0.70% | 89,736 | 43,388 | 93.6% | $252.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $521.06万 | 0.70% | 114,545 | -1,354 | -1.2% | -$6.16万 | 减仓 |
| AVGO | BROADCOM INC | $467.64万 | 0.63% | 12,380 | 724 | 6.2% | $27.35万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $448.10万 | 0.60% | 87,863 | -229 | -0.3% | -$1.17万 | 减仓 |
| CSX | CSX CORP | $446.95万 | 0.60% | 94,036 | 30 | 0.0% | $1,426 | 加仓 |
| META | META PLATFORMS INC | $437.01万 | 0.59% | 7,758 | -112 | -1.4% | -$6.31万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $425.14万 | 0.57% | 54,803 | -256 | -0.5% | -$1.99万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $418.22万 | 0.56% | 123,973 | -380 | -0.3% | -$1.28万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $409.49万 | 0.55% | 68,603 | -1,321 | -1.9% | -$7.89万 | 减仓 |
| — | EXXON MOBIL CORP | $357.39万 | 0.48% | 26,140 | 54 | 0.2% | $7,383 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $328.76万 | 0.44% | 75,387 | 1,688 | 2.3% | $7.36万 | 加仓 |
| APP | APPLOVIN CORP | $310.84万 | 0.42% | 6,033 | 4 | 0.1% | $2,061 | 加仓 |
| CSCO | CISCO SYS INC | $310.39万 | 0.42% | 26,425 | -90 | -0.3% | -$1.06万 | 减仓 |
| TSLA | TESLA INC | $303.52万 | 0.41% | 7,216 | 794 | 12.4% | $33.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $302.22万 | 0.41% | 2,618 | 303 | 13.1% | $34.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.40% | 4 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $267.66万 | 0.36% | 10,539 | 141 | 1.4% | $3.58万 | 加仓 |
| BLK | BLACKROCK INC | $261.92万 | 0.35% | 2,724 | -2 | -0.1% | -$1,923 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $247.35万 | 0.33% | 7,557 | 69 | 0.9% | $2.26万 | 加仓 |
| KLAC | KLA CORP | $246.78万 | 0.33% | 8,179 | 79 | 1.0% | $2.38万 | 加仓 |
| INTC | INTEL CORP | $246.20万 | 0.33% | 17,632 | 949 | 5.7% | $13.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $237.06万 | 0.32% | 16,166 | -117 | -0.7% | -$1.72万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $210.57万 | 0.28% | 46,078 | 4,913 | 11.9% | $22.45万 | 加仓 |
| LII | LENNOX INTL INC | $207.07万 | 0.28% | 3,614 | 7 | 0.2% | $4,011 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $204.12万 | 0.27% | 40,365 | 3 | 0.0% | $152 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $193.80万 | 0.26% | 2,595 | -1,163 | -30.9% | -$86.86万 | 减仓 |
| LLY | ELI LILLY & CO | $190.60万 | 0.26% | 1,589 | 42 | 2.7% | $5.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.51万 | 0.23% | 24,212 | 105 | 0.4% | $7,481 | 加仓 |
| GOVT | ISHARES TR | $167.86万 | 0.23% | 73,689 | 50,210 | 213.9% | $114.38万 | 加仓 |
| BE | BLOOM ENERGY CORP | $166.88万 | 0.22% | 5,513 | -28 | -0.5% | -$8,476 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $164.65万 | 0.22% | 56,853 | 56,853 | — | $164.65万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $157.48万 | 0.21% | 5,283 | -93 | -1.7% | -$2.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $153.17万 | 0.21% | 3,061 | -815 | -21.0% | -$40.78万 | 减仓 |
| PEP | PEPSICO INC | $149.28万 | 0.20% | 11,025 | -126 | -1.1% | -$1.71万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $147.73万 | 0.20% | 2,543 | 338 | 15.3% | $19.63万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $133.22万 | 0.18% | 56,186 | 1,213 | 2.2% | $2.88万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $130.88万 | 0.18% | 17,922 | -10,922 | -37.9% | -$79.76万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $122.82万 | 0.17% | 2,834 | 173 | 6.5% | $7.50万 | 加仓 |
| EME | EMCOR GROUP INC | $122.33万 | 0.16% | 1,474 | 2 | 0.1% | $1,660 | 加仓 |
| IUSV | ISHARES TR | $121.12万 | 0.16% | 10,996 | -4,570 | -29.4% | -$50.34万 | 减仓 |
| COP | CONOCOPHILLIPS | $118.97万 | 0.16% | 11,443 | 59 | 0.5% | $6,134 | 加仓 |
| APH | AMPHENOL CORP | $118.32万 | 0.16% | 6,711 | 32 | 0.5% | $5,642 | 加仓 |
| USMV | ISHARES TR | $117.45万 | 0.16% | 12,176 | 400 | 3.4% | $3.86万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $117.07万 | 0.16% | 2,713 | 46 | 1.7% | $1.98万 | 加仓 |
| KO | COCA COLA CO | $115.60万 | 0.16% | 14,224 | -60 | -0.4% | -$4,876 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $114.55万 | 0.15% | 22,647 | 79 | 0.4% | $3,996 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $106.42万 | 0.14% | 1,138 | -25 | -2.1% | -$2.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $105.20万 | 0.14% | 3,110 | 17 | 0.5% | $5,750 | 加仓 |
| TMUS | T-MOBILE US INC | $102.28万 | 0.14% | 6,098 | -947 | -13.4% | -$15.88万 | 减仓 |
| NTRS | NORTHERN TR CORP | $100.87万 | 0.14% | 5,803 | 1 | 0.0% | $174 | 加仓 |
| IVW | ISHARES TR | $100.63万 | 0.14% | 7,317 | 7,317 | — | $100.63万 | 新建仓 |
| C | CITIGROUP INC | $98.64万 | 0.13% | 7,048 | 72 | 1.0% | $1.01万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $95.54万 | 0.13% | 36,423 | 36,423 | — | $95.54万 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $92.90万 | 0.13% | 35,525 | 204 | 0.6% | $5,335 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $92.04万 | 0.12% | 5,164 | -111 | -2.1% | -$1.98万 | 减仓 |
| TFLO | ISHARES TR | $91.69万 | 0.12% | 18,109 | -65 | -0.4% | -$3,291 | 减仓 |
| IVE | ISHARES TR | $91.30万 | 0.12% | 4,021 | 4,021 | — | $91.30万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $91.28万 | 0.12% | 19,501 | 19,501 | — | $91.28万 | 新建仓 |
| BOND | PIMCO ETF TR | $90.67万 | 0.12% | 9,833 | -166 | -1.7% | -$1.53万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $86.56万 | 0.12% | 5,515 | 52 | 1.0% | $8,161 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $84.05万 | 0.11% | 7,204 | 805 | 12.6% | $9.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $82.99万 | 0.11% | 9,634 | 10 | 0.1% | $861 | 加仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $82.35万 | 0.11% | 34,014 | 320 | 0.9% | $7,747 | 加仓 |
| PGR | PROGRESSIVE CORP | $78.69万 | 0.11% | 3,602 | -42 | -1.2% | -$9,176 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $78.37万 | 0.11% | 5,914 | 72 | 1.2% | $9,541 | 加仓 |
| BAC | BANK OF AMER CORP | $78.19万 | 0.11% | 13,723 | 532 | 4.0% | $3.03万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $78.17万 | 0.11% | 14,828 | 14,828 | — | $78.17万 | 新建仓 |
| NVS | NOVARTIS AG | $77.05万 | 0.10% | 4,916 | -94 | -1.9% | -$1.47万 | 减仓 |
| UNP | UNION PAC CORP | $76.55万 | 0.10% | 2,814 | 31 | 1.1% | $8,433 | 加仓 |