CFO CAPITAL MANAGEMENT LLC
FAIRFIELD CT · SEC CIK 0002114167
$1.33亿2026Q1 申报市值
104持仓数
43.2%前十大占比 · 第一大 10.0%
9 / 15新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EXXON MOBIL CORP 加仓+$1,202.89万
CAT 加仓+$166.83万
IDEF 新建仓+$135.83万
DE 新建仓+$102.35万
HONEYWELL INTL I 新建仓+$88.36万
2026Q1 卖出最多 按季末市值估算
BLK 清仓-$146.56万
ABBV 减仓-$144.85万
IONQ 清仓-$106.45万
SPY 清仓-$104.65万
GLW 清仓-$92.53万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $189.52万 | 1.42% | 3,955 | -336 | -7.8% | -$16.10万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $193.70万 | 1.45% | 61,747 | 3,384 | 5.8% | $10.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $203.94万 | 1.53% | 14,609 | 312 | 2.2% | $4.36万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $234.73万 | 1.76% | 22,622 | -591 | -2.5% | -$6.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $252.26万 | 1.89% | 4,342 | 172 | 4.1% | $9.99万 | 加仓 |
| GOOGL | ALPHABET INC | $257.32万 | 1.93% | 9,309 | 109 | 1.2% | $3.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $264.38万 | 1.98% | 10,850 | -314 | -2.8% | -$7.65万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $272.13万 | 2.04% | 6,479 | 430 | 7.1% | $18.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $286.60万 | 2.15% | 10,008 | 301 | 3.1% | $8.62万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $302.81万 | 2.27% | 102,927 | -2,553 | -2.4% | -$7.51万 | 减仓 |
| VGT | VANGUARD WORLD FD | $310.66万 | 2.33% | 4,646 | -221 | -4.5% | -$14.78万 | 减仓 |
| CAT | CATERPILLAR INC | $322.55万 | 2.42% | 4,588 | 2,373 | 107.1% | $166.83万 | 加仓 |
| GOOG | ALPHABET INC | $349.22万 | 2.62% | 12,241 | -42 | -0.3% | -$1.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $367.42万 | 2.75% | 9,961 | 887 | 9.8% | $32.72万 | 加仓 |
| AVGO | BROADCOM INC | $376.77万 | 2.82% | 12,173 | -342 | -2.7% | -$10.59万 | 减仓 |
| AMZN | AMAZON COM INC | $491.82万 | 3.68% | 23,916 | 822 | 3.6% | $16.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $879.96万 | 6.59% | 50,873 | -1,639 | -3.1% | -$28.35万 | 减仓 |
| AAPL | APPLE INC | $1,027.95万 | 7.70% | 40,973 | -1,904 | -4.4% | -$47.77万 | 减仓 |
| — | EXXON MOBIL CORP | $1,334.48万 | 10.00% | 78,656 | 70,900 | 914.1% | $1,202.89万 | 加仓 |