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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 40
增持 37
减持 64
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$20.9M
173,303
+31%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$5.6M
2,026
-97%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$3.3M
165,538
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。
+70%
增持
VUG
VANGUARD GROWTH ETF
+$2.9M
40,469
+18%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.6M
43,660
+37%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$1.1M
80,025
-18%
建仓
SMMD
ISHARES RUSSELL 2500 ETF
+$1.1M
18,724
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$970.1K
57,369
+0%
减持
MRK
MERCK & CO INC COM
-$956.5K
9,908
-50%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$944.7K
21,027
+571%
减持
MCD
MCDONALDS CORP COM
-$913.3K
2,628
-57%
增持
EFA
ISHARES MSCI EAFE ETF
+$895.2K
12,861
+2369%
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$810.1K
23,564
减持
PG
PROCTER AND GAMBLE CO COM
-$642.4K
6,923
-39%
减持
PEP
PEPSICO INC COM
-$599.1K
3,576
-48%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$591.7K
14,093
+162%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$589.4K
11,600
+3002%
减持
JNJ
JOHNSON & JOHNSON COM
-$502.6K
6,123
-37%
减持
LMT
LOCKHEED MARTIN CORP COM
-$501.3K
1,964
-34%
建仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$501.3K
5,353
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$463.4K
101,480
-2%
减持
SON
SONOCO PRODS CO COM
-$434.9K
15,072
-31%
减持
OGE
OGE ENERGY CORP COM
-$429.9K
28,140
-26%
增持
AVGO
BROADCOM INC COM
+$420.8K
1,361
+15%
减持
AMZN
AMAZON COM INC COM
+$419.7K
16,105
-1%
增持
AAPL
APPLE INC COM
+$411.2K
6,669
+25%
减持
KMB
KIMBERLY-CLARK CORP COM
-$389.7K
6,561
-32%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$381.7K
15,325
-15%
减持
PFE
PFIZER INC COM
-$378.0K
26,697
-20%
减持
CSCO
CISCO SYS INC COM
-$375.3K
18,430
-28%
减持
CAG
CONAGRA BRANDS INC COM
-$371.2K
22,519
-25%
减持
SO
SOUTHERN CO COM
-$370.5K
10,640
-34%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$361.8K
15,011
+155%
减持
MSFT
MICROSOFT CORP COM
+$360.2K
10,049
-5%
减持
—
UNILEVER PLC SPON ADR NEW
-$358.4K
14,702
-32%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$357.4K
3,649
减持
ARCC
ARES CAPITAL CORP COM
-$353.1K
48,481
-30%
减持
T
AT&T INC COM
-$350.5K
75,951
-6%
减持
UGI
UGI CORP NEW COM
-$342.8K
30,390
-9%
减持
IP
INTERNATIONAL PAPER CO COM
-$340.6K
27,797
-18%
减持
VLO
VALERO ENERGY CORP COM
-$336.7K
6,378
-18%
减持
GPC
GENUINE PARTS CO COM
-$333.1K
5,639
-27%
减持
D
DOMINION ENERGY INC COM
-$327.7K
19,147
-19%
减持
WPC
WP CAREY INC COM
-$324.9K
12,924
-16%
减持
OKE
ONEOK INC NEW COM
-$324.3K
17,177
-21%
建仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$301.8K
8,549
减持
CCI
CROWN CASTLE INC COM
-$298.5K
7,794
-12%
减持
NHI
NATIONAL HEALTH INVS INC COM
-$285.0K
17,387
-25%
减持
VICI
VICI PPTYS INC COM
-$242.4K
23,571
-22%
减持
MO
ALTRIA GROUP INC COM
-$242.2K
19,031
-23%
增持
SPY
SPDR S&P 500 ETF TRUST
+$227.2K
1,267
+55%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$205.8K
16,963
-4%
减持
META
META PLATFORMS INC CL A
-$202.0K
133
-88%
减持
WMB
WILLIAMS COS INC COM
-$199.2K
32,325
-23%
清仓
NAVI
NAVIENT CORPORATION COM
-$193.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
-$185.9K
179
-68%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$179.2K
14,982
-15%
减持
TFC
TRUIST FINL CORP COM
-$172.6K
28,685
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$162.2K
89
-75%
减持
STWD
STARWOOD PPTY TR INC COM
-$160.5K
37,945
-25%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$157.9K
2,815
+11%
减持
PM
PHILIP MORRIS INTL INC COM
-$155.3K
8,419
-16%
建仓
LOW
LOWES COS INC COM
+$150.5K
667
建仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$150.2K
1,736
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$143.9K
86,110
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$136.1K
6,113
-3%
建仓
KLAC
KLA CORP COM NEW
+$130.5K
269
减持
KO
COCA COLA CO COM
-$124.6K
342
-85%
减持
ZTS
ZOETIS INC CL A
-$120.0K
351
-68%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$119.7K
630
+250%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$119.6K
1,602
+5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$115.4K
1,262
+1402%
增持
WMT
WALMART INC COM
+$113.6K
7,255
+4%
建仓
SYK
STRYKER CORPORATION COM
+$104.3K
342
减持
—
MEDTRONIC PLC SHS
+$101.0K
15,597
-1%
清仓
MKSI
MKS INSTRS INC COM
-$98.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$98.7K
774
-62%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$95.4K
313
+7725%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$87.1K
816
增持
COP
CONOCOPHILLIPS COM
+$86.9K
1,025
+426%
建仓
HON
HONEYWELL INTL INC COM
+$85.9K
414
建仓
NUDV
NUVEEN ESG DIVIDEND ETF
+$82.5K
3,416
建仓
—
TE CONNECTIVITY LTD SHS
+$80.5K
574
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$80.3K
600
清仓
STM
STMICROELECTRONICS N V NY REGISTRY
-$80.2K
0
-100%
增持
V
VISA INC COM CL A
+$79.8K
914
+50%
增持
CMCSA
COMCAST CORP NEW CL A
+$77.5K
1,868
+46600%
减持
—
LAM RESEARCH CORP COM
-$76.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$75.4K
346
+107%
建仓
GLD
SPDR GOLD SHARES
+$71.7K
402
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$70.1K
705
-39%
建仓
APD
AIR PRODS & CHEMS INC COM
+$69.8K
233
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$67.9K
149
增持
ABT
ABBOTT LABS COM
+$66.3K
1,050
+121%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$63.4K
489
+209%
增持
LLY
LILLY ELI & CO COM
+$63.4K
245
+63%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
-$62.7K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$62.5K
512
+184%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$62.3K
1,264
建仓
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$60.0K
368
增持
JPM
JPMORGAN CHASE & CO COM
+$59.8K
2,300
+9%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$59.5K
402
-65%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$59.4K
525
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$56.6K
258
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$56.1K
5,919
+23%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$55.6K
1,110
增持
IVV
ISHARES CORE S&P 500 ETF
+$55.1K
961
+6%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$53.9K
48
-96%
减持
VV
VANGUARD LARGE-CAP ETF
-$53.6K
742
-32%
清仓
SWKS
SKYWORKS SOLUTIONS INC COM
-$53.4K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$53.1K
115
-78%
增持
ADI
ANALOG DEVICES INC COM
+$51.9K
909
+43%
清仓
KRE
SPDR S&P REGIONAL BANKING ETF
-$51.6K
0
-100%
建仓
EOG
EOG RES INC COM
+$50.6K
442
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$49.9K
8,925
-5%
建仓
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$48.6K
1,008
建仓
GDX
VANECK GOLD MINERS ETF
+$48.0K
1,595
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$46.9K
934
建仓
MCO
MOODYS CORP COM
+$45.6K
131
建仓
GCC
WISDOMTREE ENHANCED COMMODITY STGY FD
+$44.7K
2,622
增持
DE
DEERE & CO COM
+$42.1K
107
+3467%
建仓
—
SCILEX HOLDING CO COM
+$40.5K
7,279
减持
VNQ
VANGUARD REAL ESTATE ETF
-$37.7K
2,478
-16%
建仓
SIL
GLOBAL X SILVER MINERS ETF
+$36.3K
1,396
增持
SLV
ISHARES SILVER TRUST
+$35.4K
3,067
+137%
增持
—
EXXON MOBIL CORP COM
+$33.9K
953
+53%
清仓
GLW
CORNING INC COM
-$33.6K
0
-100%
清仓
ABBNY
ABB LTD SPONSORED ADR
-$32.9K
0
-100%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$31.7K
0
-100%
减持
SLM
SLM CORP COM
-$30.8K
9,500
-37%
减持
—
NXP SEMICONDUCTORS N V COM
-$30.6K
124
-59%
建仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$30.2K
849
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$29.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$29.0K
469
+3%
减持
ABBV
ABBVIE INC COM
-$28.5K
832
-6%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$27.5K
101
-50%
清仓
AMAT
APPLIED MATLS INC COM
-$26.0K
0
-100%
建仓
RELX
RELX PLC SPONSORED ADR
+$26.0K
777
减持
HD
HOME DEPOT INC COM
-$25.8K
238
-30%
建仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$25.4K
282
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$25.3K
101
建仓
—
AON PLC SHS CL A
+$25.2K
73
增持
SPGI
S&P GLOBAL INC COM
+$24.9K
112
+93%
增持
—
LINDE PLC SHS
+$24.8K
66
+6500%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$23.5K
1,737
-15%
建仓
ADP
AUTOMATIC DATA PROCESSING INC COM
+$23.3K
106
建仓
USA
LIBERTY ALL STAR EQUITY FD SH BEN INT
+$23.3K
3,600
建仓
NEAR
BLACKROCK SHORT MATURITY BOND ETF
+$23.0K
463
建仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$23.0K
453
建仓
FLTR
VANECK IG FLOATING RATE ETF
+$22.9K
907
