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GoalVest Advisory LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GoalVest Advisory LLC
报告期 2026-03-31 · CIK 0001839307
持仓数
445
前50大市值合计
$431.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q2
22Q1 调仓
2021-06-30 → 2022-03-31 · 共 150 项
建仓 26
增持 61
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD GROWTH INDEX FUND
+$7.5M
43,883
+148%
减持
ARKK
ARK INNOVATION ETF
-$6.0M
42,324
-37%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$4.6M
0
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-100%
建仓
IYR
ISHARES U.S. REAL ESTATE ETF
+$4.0M
37,409
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$4.0M
8,067
-83%
建仓
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$3.1M
37,395
增持
ESGE
ISHARES MSCI EM ESG SELECT ETF
+$2.7M
73,464
+18220%
清仓
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
-$2.3M
0
-100%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$2.2M
16,208
建仓
KBWB
INVESCO KBW BANK ETF
+$2.2M
34,563
清仓
BAR
GRANITESHARES GOLD SHARES
-$2.1M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$1.8M
22,385
+18%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.7M
45,390
+130%
增持
VOO
VANGUARD S&P 500 ETF
+$1.4M
13,858
+24%
增持
—
MEDTRONIC PLC SHS
+$1.3M
17,702
+242%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.2M
129,809
+14%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
3,799
+188%
增持
AMZN
AMAZON COM INC COM
+$1.0M
1,971
+25%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$1.0M
4,205
-61%
增持
CMCSA
COMCAST CORP NEW CL A
+$973.0K
20,904
+19621%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$949.0K
68,022
+16%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$916.0K
1,353
+16%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$851.0K
24,665
-19%
减持
—
BLACKROCK INC COM
-$782.0K
740
-52%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$739.0K
16,628
-12%
增持
MA
MASTERCARD INCORPORATED CL A
+$738.0K
4,363
+94%
减持
JETS
U.S. GLOBAL JETS ETF
-$733.0K
1,215
-96%
增持
BAC
BK OF AMERICA CORP COM
+$732.0K
46,544
+62%
减持
MRK
MERCK & CO INC COM
-$710.0K
10,467
-48%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$706.0K
34,636
-4%
建仓
WFC
WELLS FARGO CO NEW COM
+$693.0K
14,294
增持
JNJ
JOHNSON & JOHNSON COM
+$692.0K
10,977
+44%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$681.0K
11,932
+123%
减持
LMT
LOCKHEED MARTIN CORP COM
-$661.0K
2,019
-51%
增持
CSCO
CISCO SYS INC COM
+$654.0K
16,863
+212%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$635.0K
978
-85%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$634.0K
1,019
减持
AAPL
APPLE INC COM
+$622.0K
18,031
-2%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$597.0K
61,582
+25%
增持
META
META PLATFORMS INC CL A
-$564.0K
6,656
+13%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$561.0K
8,024
-45%
建仓
SLM
SLM CORP COM
+$551.0K
30,000
建仓
APD
AIR PRODS & CHEMS INC COM
+$529.0K
2,116
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$517.0K
7,462
-2%
减持
—
DRAFTKINGS INC COM CL A
-$501.0K
9,452
-28%
增持
PEP
PEPSICO INC COM
+$500.0K
6,543
+63%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$500.0K
19,209
-27%
清仓
—
TREBIA ACQUISITION CORP COM CL A
-$490.0K
0
-100%
增持
AVGO
BROADCOM INC COM
+$484.0K
1,424
+64%
减持
DLR
DIGITAL RLTY TR INC COM
-$478.0K
357
-90%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$473.0K
40,976
+14%
清仓
—
ALTERYX INC COM CL A
-$465.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$455.0K
3,031
+552%
减持
SPGI
S&P GLOBAL INC COM
-$452.0K
1,861
-37%
减持
WELL
WELLTOWER INC COM
-$450.0K
10
-100%
减持
—
ZENDESK INC COM
-$449.0K
704
-81%
减持
—
LIVENT CORP COM
-$446.0K
1,500
-94%
增持
CAT
CATERPILLAR INC COM
+$443.0K
5,404
+55%
增持
USB
US BANCORP DEL COM NEW
+$438.0K
13,294
+182%
增持
RSPM
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
+$434.0K
14,635
+6%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$428.0K
48,711
+39%
增持
ABT
ABBOTT LABS COM
+$408.0K
14,163
+30%
增持
NEM
NEWMONT CORP COM
+$397.0K
13,519
+26%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$383.0K
3
-100%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$383.0K
1,350
-27%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$380.0K
3,301
+1%
减持
CIEN
CIENA CORP COM NEW
-$376.0K
14,826
-34%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$365.0K
2,773
-43%
增持
PLD
PROLOGIS INC. COM
+$361.0K
2,957
+206%
减持
BA
BOEING CO COM
-$358.0K
1,666
-41%
减持
TDOC
TELADOC HEALTH INC COM
-$357.0K
435
-81%
减持
ABNB
AIRBNB INC COM CL A
-$350.0K
261
-90%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$346.0K
6,228
+93%
减持
FDX
FEDEX CORP COM
-$346.0K
1
-100%
建仓
ELV
ANTHEM INC COM
+$323.0K
657
减持
COST
COSTCO WHSL CORP NEW COM
+$314.0K
2,146
-8%
减持
GOOG
ALPHABET INC CAP STK CL C
-$300.0K
89
-59%
增持
MCD
MCDONALDS CORP COM
+$296.0K
3,730
+38%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$291.0K
0
-100%
减持
NKE
NIKE INC CL B
-$278.0K
2,921
-33%
减持
SYK
STRYKER CORPORATION COM
-$269.0K
308
-77%
增持
PFM
INVESCO DIVIDEND ACHIEVERS ETF
+$254.0K
11,844
+114%
减持
ABBV
ABBVIE INC COM
-$246.0K
205
-92%
清仓
SHM
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
-$242.0K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$241.0K
4,027
-25%
增持
V
VISA INC COM CL A
+$236.0K
7,940
+22%
建仓
MO
ALTRIA GROUP INC COM
+$232.0K
4,446
增持
WMT
WALMART INC COM
+$232.0K
8,904
+15%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$229.0K
2,067
-61%
减持
QSR
RESTAURANT BRANDS INTL INC COM
-$225.0K
7,534
-27%
增持
PG
PROCTER AND GAMBLE CO COM
+$223.0K
6,480
+14%
增持
NEE
NEXTERA ENERGY INC COM
+$222.0K
12,138
+10%
建仓
INTU
INTUIT COM
+$212.0K
441
建仓
VHT
VANGUARD HEALTH CARE INDEX FUND
+$207.0K
812
建仓
NAVI
NAVIENT CORPORATION COM
+$206.0K
12,078
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$200.0K
33,728
+5%
增持
DIS
DISNEY WALT CO COM
-$193.0K
7,125
+7%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$186.0K
218
-64%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$183.0K
1,777
+127%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$183.0K
5,110
+325%
增持
DOCU
DOCUSIGN INC COM
-$174.0K
4,225
+88%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
-$163.0K
125,130
+6%
建仓
RITM
NEW RESIDENTIAL INVT CORP COM NEW
+$157.0K
14,254
增持
KO
COCA COLA CO COM
+$154.0K
12,014
+10%
增持
SO
SOUTHERN CO COM
+$152.0K
9,449
+7%
减持
QCOM
QUALCOMM INC COM
-$147.0K
1,195
-48%
增持
—
LINDE PLC SHS
+$135.0K
2,321
+11%
增持
PYPL
PAYPAL HLDGS INC COM
-$135.0K
21,148
+139%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$134.0K
18,443
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$121.0K
1,377
+0%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$120.0K
11,439
-23%
增持
KBE
SPDR S&P BANK ETF
+$120.0K
19,764
+11%
增持
DHR
DANAHER CORPORATION COM
+$117.0K
2,465
+9%
减持
XEL
XCEL ENERGY INC COM
-$115.0K
6,499
-27%
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNICP COM
+$110.0K
9,100
增持
IJR
ISHARES S&P SMALL-CAP FUND
+$110.0K
5,937
+27%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$104.0K
1,438
-55%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$100.0K
4,578
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$99.0K
2,037
+16%
建仓
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
+$97.0K
2,110
建仓
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$97.0K
601
建仓
XITK
SPDR FACTSET INNOVATIVE TECHNOLOGY ETF
+$95.0K
620
建仓
SDY
SPDR S&P DIVIDEND ETF
+$88.0K
685
清仓
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$88.0K
0
-100%
建仓
LYFT
LYFT INC CL A COM
+$83.0K
2,155
减持
VV
VANGUARD LARGE-CAP INDEX FUND
-$80.0K
878
-33%
建仓
MBI
MBIA INC COM
+$77.0K
5,000
增持
INTC
INTEL CORP COM
+$77.0K
7,940
+41%
增持
SCHW
SCHWAB CHARLES CORP COM
+$76.0K
4,218
+10%
建仓
—
CRISPR THERAPEUTICS AG NAMEN AKT
+$71.0K
1,132
清仓
TIP
ISHARES TIPS BOND ETF
-$71.0K
0
-100%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$69.0K
3,621
-15%
减持
—
EXXON MOBIL CORP COM
-$69.0K
466
-72%
清仓
IXC
ISHARES GLOBAL ENERGY ETF
-$66.0K
0
-100%
增持
TSLA
TESLA INC COM
+$66.0K
93
+86%
减持
—
LAM RESEARCH CORP COM
-$65.0K
0
-100%
建仓
PWB
INVESCO DYNAMIC LARGE CAP GROWTH ETF
+$63.0K
866
增持
CRM
SALESFORCE INC COM
-$62.0K
4,326
+8%
减持
VMC
VULCAN MATLS CO COM
-$61.0K
3,608
-13%
减持
BP
BP PLC SPONSORED ADR
-$58.0K
545
-80%
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$57.0K
1,056
增持
PAA
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
+$53.0K
133,233
+10%
增持
QQQ
INVESCO QQQ TRUST
+$52.0K
158
+953%
建仓
FLNA
CASSAVA SCIENCES INC COM
+$51.0K
1,372
建仓
RING
ISHARES MSCI GLOBAL GOLD MINERS ETF
+$49.0K
1,583
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$49.0K
12,441
-9%
减持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
-$48.0K
863
-51%
建仓
SNOW
SNOWFLAKE INC CL A
+$48.0K
209
减持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
-$47.0K
588
-23%
清仓
SFIX
STITCH FIX INC COM CL A
-$47.0K
0
-100%
