小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 17
增持 61
减持 55
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD GROWTH INDEX FUND
-$7.7M
21,279
-52%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$6.9M
980
-99%
增持
VOO
VANGUARD S&P 500 ETF
+$6.3M
34,468
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。
+149%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$3.1M
50,752
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$3.1M
192
-99%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$2.8M
6,333
-86%
减持
ARKK
ARK INNOVATION ETF
-$2.7M
1,628
-96%
减持
ESGE
ISHARES MSCI EM ESG SELECT ETF
-$2.7M
396
-99%
减持
RSPM
INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
-$2.6M
516
-96%
减持
AAPL
APPLE INC COM
-$2.2M
6,679
-63%
清仓
KBWB
INVESCO KBW BANK ETF
-$2.2M
0
-100%
建仓
DVY
ISHARES SELECT DIVIDEND ETF
+$1.4M
11,678
减持
PAA
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
-$1.3M
9,777
-93%
增持
AMZN
AMAZON COM INC COM
-$1.3M
45,291
+2198%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$1.1M
987
-92%
增持
T
AT&T INC COM
+$1.1M
55,973
+2788%
增持
PFE
PFIZER INC COM
+$1.0M
21,454
+1544%
减持
KBE
SPDR S&P BANK ETF
-$1.0M
32
-100%
增持
TFC
TRUIST FINL CORP COM
+$1.0M
21,088
+150529%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.0M
13,882
+114%
建仓
OGE
OGE ENERGY CORP COM
+$1.0M
26,159
增持
D
DOMINION ENERGY INC COM
+$1.0M
12,862
+9794%
建仓
NHI
NATIONAL HEALTH INVS INC COM
+$1.0M
16,538
建仓
BXMT
BLACKSTONE MTG TR INC COM CL A
+$945.0K
33,291
建仓
AZO
AUTOZONE INC COM
+$910.0K
425
减持
DIS
DISNEY WALT CO COM
-$907.0K
721
-90%
增持
ARCC
ARES CAPITAL CORP COM
+$907.0K
48,927
+8484%
增持
MSFT
MICROSOFT CORP COM
-$887.0K
22,884
+2%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$883.0K
5,227
+6601%
增持
KMB
KIMBERLY-CLARK CORP COM
+$873.0K
6,413
建仓
UGI
UGI CORP NEW COM
+$864.0K
22,436
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$845.0K
12,712
+158800%
减持
CIEN
CIENA CORP COM NEW
-$842.0K
1,258
-92%
清仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$826.0K
0
-100%
增持
SON
SONOCO PRODS CO COM
+$819.0K
14,447
+7926%
增持
OKE
ONEOK INC NEW COM
+$809.0K
14,697
+86353%
增持
IP
INTERNATIONAL PAPER CO COM
+$784.0K
19,075
+8898%
增持
CAG
CONAGRA BRANDS INC COM
+$776.0K
22,579
+282138%
增持
WMB
WILLIAMS COS INC COM
+$757.0K
25,771
+4268%
建仓
STWD
STARWOOD PPTY TR INC COM
+$740.0K
34,622
增持
PM
PHILIP MORRIS INTL INC COM
+$738.0K
7,656
+5529%
增持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$735.0K
70,369
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$725.0K
14,989
+37%
建仓
—
UNILEVER PLC SPON ADR NEW
+$722.0K
15,761
增持
GPC
GENUINE PARTS CO COM
+$719.0K
5,379
+8865%
增持
PYPL
PAYPAL HLDGS INC COM
-$717.0K
23,239
+10%
建仓
WPC
WP CAREY INC COM
+$716.0K
8,721
减持
ABBNY
ABB LTD SPONSORED ADR
-$715.0K
960
-96%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$705.0K
58,317
+55974%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$684.0K
31,945
+73%
增持
MO
ALTRIA GROUP INC COM
+$669.0K
21,599
+386%
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$644.0K
36,475
-2%
增持
PEP
PEPSICO INC COM
+$620.0K
10,146
+55%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF
+$570.0K
164,024
+31%
增持
MRK
MERCK & CO INC COM
+$570.0K
15,420
+47%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$568.0K
7,490
+0%
减持
AB
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
-$557.0K
658
-95%
减持
BAC
BK OF AMERICA CORP COM
-$550.0K
43,813
-6%
清仓
APD
AIR PRODS & CHEMS INC COM
-$529.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP COM
+$517.0K
4,993
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$509.0K
130
-93%
增持
UNP
UNION PAC CORP COM
+$499.0K
2,387
+19792%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$482.0K
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
-$477.0K
3,248
-15%
建仓
KR
KROGER CO COM
+$475.0K
10,064
减持
XEL
XCEL ENERGY INC COM
-$458.0K
157
-98%
清仓
YUM
YUM BRANDS INC COM
-$454.0K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$444.0K
1,465
+8%
减持
—
MEDTRONIC PLC SHS
-$420.0K
17,061
-4%
减持
PFM
INVESCO DIVIDEND ACHIEVERS ETF
-$420.0K
1,016
-91%
减持
QSR
RESTAURANT BRANDS INTL INC COM
-$416.0K
464
-94%
增持
MCD
MCDONALDS CORP COM
+$416.0K
5,304
+42%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$414.0K
1
减持
PLD
PROLOGIS INC. COM
-$407.0K
578
-80%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$384.0K
26,508
+38%
增持
LMT
LOCKHEED MARTIN CORP COM
+$376.0K
3,050
+51%
减持
WFC
WELLS FARGO CO NEW COM
-$374.0K
7,955
-44%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$371.0K
13,104
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$368.0K
2,918
-51%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$365.0K
180
-89%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$365.0K
17,679
+6%
增持
NVDA
NVIDIA CORPORATION COM
-$359.0K
3,129
+3%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$357.0K
22,285
-10%
增持
META
META PLATFORMS INC CL A
-$352.0K
6,705
+1%
清仓
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$345.0K
0
-100%
减持
NKE
NIKE INC CL B
-$345.0K
464
-84%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$337.0K
1,307
-3%
减持
JPM
JPMORGAN CHASE & CO COM
-$324.0K
10,985
-4%
减持
USB
US BANCORP DEL COM NEW
-$323.0K
8,259
-38%
清仓
NVS
NOVARTIS AG SPONSORED ADR
-$318.0K
0
-100%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$312.0K
68,115
+11%
减持
SLM
SLM CORP COM
-$308.0K
15,000
-50%
减持
AVGO
BROADCOM INC COM
-$294.0K
1,265
-11%
减持
CAT
CATERPILLAR INC COM
-$283.0K
5,299
-2%
减持
NEM
NEWMONT CORP COM
-$276.0K
13,370
-1%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$261.0K
34,252
-1%
建仓
EVRG
EVERGY INC COM
+$255.0K
3,983
减持
AXP
AMERICAN EXPRESS CO COM
-$217.0K
4,276
-2%
增持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$214.0K
34,188
+1%
减持
MMM
3M CO COM
-$209.0K
415
-77%
清仓
VHT
VANGUARD HEALTH CARE INDEX FUND
-$207.0K
0
-100%
增持
INTC
INTEL CORP COM
+$191.0K
15,933
+101%
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$189.0K
59,941
+23%
减持
—
LINDE PLC SHS
-$188.0K
2,045
-12%
减持
BA
BOEING CO COM
-$185.0K
976
-41%
清仓
—
DRAFTKINGS INC COM CL A
-$184.0K
0
-100%
减持
DOCU
DOCUSIGN INC COM
-$179.0K
4,194
-1%
减持
CRM
SALESFORCE INC COM
-$174.0K
4,323
-0%
增持
DE
DEERE & CO COM
+$174.0K
598
+19833%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$172.0K
5,441
-13%
增持
COST
COSTCO WHSL CORP NEW COM
-$171.0K
2,182
+2%
增持
WMT
WALMART INC COM
+$169.0K
12,035
+35%
增持
LOW
LOWES COS INC COM
+$168.0K
939
+31200%
减持
VMC
VULCAN MATLS CO COM
-$162.0K
3,466
-4%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
+$151.0K
1,909
+117%
增持
MA
MASTERCARD INCORPORATED CL A
-$151.0K
4,411
+1%
增持
SO
SOUTHERN CO COM
+$144.0K
11,712
+24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$144.0K
2,083
+2%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$144.0K
14
-94%
减持
QCOM
QUALCOMM INC COM
-$143.0K
314
-74%
增持
V
VISA INC COM CL A
-$140.0K
8,081
+2%
减持
ABT
ABBOTT LABS COM
-$138.0K
14,067
-1%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$135.0K
4,198
-1%
增持
INTU
INTUIT COM
+$133.0K
863
+96%
增持
ABBV
ABBVIE INC COM
+$130.0K
1,059
+417%
减持
PFF
ISHARES PREFERRED AND INCOME SECURITIES ETF
-$128.0K
16,773
-10%
增持
CMCSA
COMCAST CORP NEW CL A
-$127.0K
21,391
+2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$127.0K
3,908
-7%
增持
CSCO
CISCO SYS INC COM
+$126.0K
25,402
+51%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$123.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC COM
-$119.0K
988
-3%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$116.0K
43,552
+6%
增持
SPGI
S&P GLOBAL INC COM
-$114.0K
1,884
+1%
清仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$114.0K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$112.0K
2,498
-10%
清仓
NRK
NUVEEN NEW YORK AMT QLT MUNICP COM
-$110.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$110.0K
1,622
+39%
增持
—
DUPONT DE NEMOURS INC COM
+$110.0K
2,051
+29200%
减持
—
BLACKROCK INC COM
-$108.0K
736
-1%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$107.0K
0
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$103.0K
2,174
-48%
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$98.0K
462
清仓
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
-$97.0K
0
-100%
清仓
XITK
SPDR FACTSET INNOVATIVE TECHNOLOGY ETF
-$95.0K
0
-100%
建仓
CTVA
CORTEVA INC COM
+$92.0K
1,761
增持
SCHW
SCHWAB CHARLES CORP COM
-$86.0K
4,259
+1%
清仓
—
ZENDESK INC COM
-$85.0K
0
-100%
增持
DHR
DANAHER CORPORATION COM
-$84.0K
2,499
+1%
清仓
LYFT
LYFT INC CL A COM
-$83.0K
0
-100%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$81.0K
17,845
+10%
