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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 33
减持 88
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$14.8M
230,192
+10%
减持
VB
VANGUARD SMALL-CAP ETF
-$6.2M
32,602
-44%
增持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$4.3M
23,782
+1152%
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。
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$2.3M
230,682
+46%
建仓
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$2.1M
19,046
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$1.3M
66,900
-26%
减持
VUG
VANGUARD GROWTH ETF
+$1.2M
74,887
-4%
清仓
—
ENERPLUS CORP COM
-$1.2M
0
-100%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$1.1M
246,840
+9%
建仓
AMLP
ALERIAN MLP ETF
+$1.1M
22,536
增持
NVDA
NVIDIA CORPORATION COM
+$986.0K
27,268
+934%
减持
GPC
GENUINE PARTS CO COM
-$956.1K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$600.8K
25,974
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$401.7K
5,493
-12%
减持
AAPL
APPLE INC COM
+$328.3K
10,380
-4%
减持
ABBV
ABBVIE INC COM
-$328.2K
13,860
-7%
减持
AVGO
BROADCOM INC COM
+$319.4K
1,240
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$316.8K
15,716
-7%
减持
MRK
MERCK & CO INC COM
-$292.0K
10,068
-14%
增持
NVO
NOVO-NORDISK A S ADR
+$281.6K
2,087
+1543%
减持
VLO
VALERO ENERGY CORP COM
-$256.1K
6,520
-13%
减持
MSFT
MICROSOFT CORP COM
-$255.2K
10,366
-11%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$249.2K
0
-100%
增持
NRG
NRG ENERGY INC COM NEW
+$240.8K
20,350
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$240.7K
52,631
-4%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$230.9K
34,294
+15%
减持
BX
BLACKSTONE INC COM
-$229.4K
16,425
-5%
减持
AMZN
AMAZON COM INC COM
-$222.8K
12,880
-14%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$189.6K
17,064
-4%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$184.1K
896
-68%
减持
WMT
WALMART INC COM
+$181.7K
24,922
-0%
清仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$180.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
-$175.3K
13,653
-7%
减持
SON
SONOCO PRODS CO COM
-$174.2K
19,261
-3%
减持
OKE
ONEOK INC NEW COM
-$173.8K
17,087
-13%
增持
CMCO
COLUMBUS MCKINNON CORP N Y COM
-$172.4K
19,740
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$170.3K
53,549
+4%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$168.9K
27,471
+12%
减持
TSLA
TESLA INC COM
+$165.7K
7,821
-1%
增持
LLY
ELI LILLY & CO COM
+$163.7K
1,181
+1%
清仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
-$161.6K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
-$151.1K
522
-78%
减持
PEP
PEPSICO INC COM
-$145.2K
9,958
-3%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$140.7K
503
-89%
增持
SHW
SHERWIN WILLIAMS CO COM
-$137.9K
2,855
+0%
增持
GNRC
GENERAC HLDGS INC COM
+$136.5K
16,779
+2%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$113.0K
5,100
-28%
增持
MCD
MCDONALDS CORP COM
-$111.0K
4,904
+2%
减持
WMB
WILLIAMS COS INC COM
-$110.5K
31,767
-15%
减持
PG
PROCTER AND GAMBLE CO COM
-$107.8K
8,159
-9%
减持
CVX
CHEVRON CORP NEW COM
-$107.6K
6,705
-9%
减持
—
EXXON MOBIL CORP COM
-$105.1K
329
-73%
减持
MA
MASTERCARD INCORPORATED CL A
-$96.6K
316
-36%
清仓
TPR
TAPESTRY INC COM
-$95.5K
0
-100%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$94.1K
9,659
-11%
减持
HD
HOME DEPOT INC COM
-$89.6K
230
-48%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$88.6K
487
+49%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$87.5K
28,571
+3%
清仓
DKNG
DRAFTKINGS INC NEW COM CL A
-$83.3K
0
-100%
减持
ARCC
ARES CAPITAL CORP COM
-$82.6K
56,322
-7%
增持
TSCO
TRACTOR SUPPLY CO COM
+$81.0K
8,050
+1%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$80.0K
12,450
+2%
清仓
JMUB
JPMORGAN MUNICIPAL ETF
-$78.7K
0
-100%
增持
BMO
BANK MONTREAL QUE COM
-$77.0K
6,983
+3%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$77.0K
0
-100%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$75.7K
2,044
+52%
减持
—
DHT HOLDINGS INC SHS NEW
-$75.3K
97,330
-7%
减持
SMMD
ISHARES RUSSELL 2500 ETF
-$73.1K
4,339
-17%
减持
COST
COSTCO WHSL CORP NEW COM
-$66.2K
229
-36%
减持
CNI
CANADIAN NATL RY CO COM
-$65.5K
2,400
-9%
减持
GOOG
ALPHABET INC CAP STK CL C
-$63.4K
1,152
-36%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
+$63.1K
2,006
-2%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$61.4K
2,472
+2%
增持
AMGN
AMGEN INC COM
+$60.4K
682
+27%
减持
LOW
LOWES COS INC COM
-$56.2K
407
-29%
增持
TJX
TJX COS INC NEW COM
+$54.4K
5,100
+2%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$54.4K
3,124
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$53.6K
170
-33%
减持
CRM
SALESFORCE INC COM
-$52.7K
887
-5%
增持
V
VISA INC COM CL A
-$51.7K
9,230
+4%
减持
MPC
MARATHON PETE CORP COM
-$49.8K
951
-11%
减持
OHI
OMEGA HEALTHCARE INVS INC COM
+$49.2K
33,221
-3%
清仓
CTVA
CORTEVA INC COM
-$49.0K
0
-100%
减持
TMUS
T-MOBILE US INC COM
-$46.7K
615
-35%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$46.3K
8,067
+6%
减持
LMT
LOCKHEED MARTIN CORP COM
-$45.5K
2,600
-6%
增持
WHR
WHIRLPOOL CORP COM
+$45.3K
513
+755%
减持
EQIX
EQUINIX INC COM
-$44.2K
42
-54%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$43.5K
99
-45%
清仓
KLAC
KLA CORP COM NEW
-$43.3K
0
-100%
减持
NUDV
NUVEEN ESG DIVIDEND ETF
-$42.5K
7,175
-16%
减持
HCA
HCA HEALTHCARE INC COM
-$41.8K
280
-29%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$40.4K
21,127
-1%
清仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$39.8K
0
-100%
增持
SCCO
SOUTHERN COPPER CORP COM
+$39.6K
19,777
+1%
清仓
EOG
EOG RES INC COM
-$39.1K
0
-100%
减持
BP
BP PLC SPONSORED ADR
-$38.1K
545
-64%
减持
CINF
CINCINNATI FINL CORP COM
-$37.4K
125
-70%
减持
KO
COCA COLA CO COM
-$37.2K
365
-63%
减持
ZTS
ZOETIS INC CL A
-$36.7K
451
-34%
减持
SPGI
S&P GLOBAL INC COM
-$36.5K
129
-42%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$35.7K
200
-67%
清仓
NTR
NUTRIEN LTD COM
-$35.1K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$34.9K
507
-27%
减持
CTAS
CINTAS CORP COM
-$34.9K
215
-20%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$34.8K
0
-100%
减持
ABT
ABBOTT LABS COM
-$33.0K
3,252
-0%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$30.8K
238
-69%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$30.8K
3,764
-12%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$30.7K
45
-55%
增持
SLV
ISHARES SILVER TRUST
+$30.1K
4,912
+11%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$29.5K
121
-37%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$29.4K
566
-36%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$29.4K
540
减持
PH
PARKER-HANNIFIN CORP COM
-$28.8K
20
-71%
增持
CMI
CUMMINS INC COM
-$28.7K
2,620
+2%
清仓
MDYV
SPDR S&P 400 MID CAP VALUE ETF
-$28.0K
0
-100%
减持
SYK
STRYKER CORPORATION COM
-$25.7K
1,253
-1%
减持
CAT
CATERPILLAR INC COM
-$25.2K
250
-16%
建仓
—
SILA REALTY TRUST INC COMMON STOCK
+$25.2K
1,189
建仓
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$24.4K
600
减持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
-$24.3K
1,990
-16%
减持
—
UNILEVER PLC SPON ADR NEW
+$24.1K
18,012
-6%
清仓
DTE
DTE ENERGY CO COM
-$23.5K
0
-100%
减持
FSK
FS KKR CAP CORP COM
+$22.8K
54,761
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$22.0K
268
-25%
减持
SPY
SPDR S&P 500 ETF TRUST
+$21.9K
1,527
-1%
清仓
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$21.9K
0
-100%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$21.8K
0
-100%
减持
ADBE
ADOBE INC COM
-$21.7K
227
-23%
清仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$21.6K
0
-100%
增持
DE
DEERE & CO COM
+$21.2K
60
+1900%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$20.6K
4
-95%
清仓
—
DASEKE INC COM
-$20.2K
0
-100%
清仓
USB
US BANCORP DEL COM NEW
-$20.1K
0
-100%
增持
CSCO
CISCO SYS INC COM
-$20.1K
30,176
+4%
减持
IP
INTERNATIONAL PAPER CO COM
-$19.6K
27,701
-11%
清仓
PWR
QUANTA SVCS INC COM
-$19.5K
0
-100%
减持
CME
CME GROUP INC COM
-$19.2K
50
-63%
清仓
ETR
ENTERGY CORP NEW COM
-$19.0K
0
-100%
减持
F
FORD MTR CO DEL COM
-$18.6K
100
-93%
减持
SNOW
SNOWFLAKE INC CL A
-$18.6K
42
-72%
减持
MET
METLIFE INC COM
-$18.4K
150
-62%
减持
GIS
GENERAL MLS INC COM
-$17.6K
225
-51%
减持
GJUN
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE
-$17.4K
3,816
-14%
减持
ORCL
ORACLE CORP COM
-$17.3K
500
-29%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$17.3K
321
-18%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$16.7K
0
-100%
减持
FITB
FIFTH THIRD BANCORP COM
-$16.7K
670
-39%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$16.3K
610
-21%
