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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 35
减持 73
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$5.9M
442,404
+74%
增持
VOO
VANGUARD S&P 500 ETF
+$5.6M
235,839
+2%
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$5.3M
41,169
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。
-54%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$3.5M
126,373
-33%
增持
TSLA
TESLA INC COM
+$2.1M
10,173
+30%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
+$2.0M
26,258
+18392%
减持
VUG
VANGUARD GROWTH ETF
+$2.0M
77,926
-0%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$1.5M
368
-82%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$1.5M
6,750
建仓
VFH
VANGUARD FINANCIALS ETF
+$1.4M
12,156
建仓
L
LOEWS CORP COM
+$1.3M
15,625
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
2,340
+1070%
建仓
PGR
PROGRESSIVE CORP COM
+$1.2M
5,114
增持
CSCO
CISCO SYS INC COM
+$1.0M
44,560
+48%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$963.3K
35,462
+30%
建仓
BKLN
INVESCO SENIOR LOAN ETF
+$853.4K
40,505
增持
GOOGL
ALPHABET INC CAP STK CL A
+$753.5K
18,247
+12%
建仓
WULF
TERAWULF INC COM
+$650.9K
115,000
减持
AVGO
BROADCOM INC COM
+$606.1K
12,360
-6%
清仓
PXE
INVESCO ENERGY EXPLORATION & PRODUCTION ETF
-$413.7K
0
-100%
增持
KVUE
KENVUE INC COM
+$405.5K
94,897
+35%
建仓
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+$401.1K
16,790
增持
SCCO
SOUTHERN COPPER CORP COM
-$397.9K
16,628
+1%
减持
AMZN
AMAZON COM INC COM
+$391.7K
13,555
-2%
减持
V
VISA INC COM CL A
+$373.5K
9,939
-1%
减持
PEP
PEPSICO INC COM
-$369.3K
9,086
-12%
减持
JPM
JPMORGAN CHASE & CO. COM
+$341.6K
13,922
-2%
建仓
HUT
HUT 8 CORP COM
+$329.9K
16,100
减持
—
DHT HOLDINGS INC SHS NEW
-$325.3K
88,505
-15%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$319.4K
24,871
-2%
增持
BX
BLACKSTONE INC COM
+$298.6K
15,342
+0%
减持
LMT
LOCKHEED MARTIN CORP COM
-$298.0K
2,577
-3%
减持
ABBV
ABBVIE INC COM
-$298.0K
13,406
-1%
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$296.8K
6,191
-49%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$273.0K
46,533
-4%
减持
SON
SONOCO PRODS CO COM
-$265.8K
17,914
-14%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$261.1K
3,238
-0%
减持
MRK
MERCK & CO INC COM
-$222.3K
10,031
-7%
增持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$218.9K
26,786
+2%
增持
TSCO
TRACTOR SUPPLY CO COM
-$200.9K
39,200
+400%
减持
VICI
VICI PPTYS INC COM
-$181.8K
31,127
-5%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$180.2K
38,593
-1%
减持
WMT
WALMART INC COM
+$180.2K
24,600
-3%
减持
NEE
NEXTERA ENERGY INC COM
-$170.0K
8,962
-7%
增持
FSK
FS KKR CAP CORP COM
+$169.1K
57,702
+5%
减持
AAPL
APPLE INC COM
+$163.7K
11,362
-1%
减持
—
UNILEVER PLC SPON ADR NEW
-$155.2K
18,650
-0%
减持
WMB
WILLIAMS COS INC COM
+$150.9K
30,405
-7%
建仓
JOBY
JOBY AVIATION INC COMMON STOCK
+$146.3K
18,000
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$133.4K
18,278
+1%
清仓
VMC
VULCAN MATLS CO COM
-$125.5K
0
-100%
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$119.6K
533
增持
AMGN
AMGEN INC COM
+$119.3K
1,202
+100%
减持
SO
SOUTHERN CO COM
-$113.6K
13,054
-1%
清仓
FXE
INVESCO CURRENCYSHARES EURO TRUST
-$112.1K
0
-100%
减持
OHI
OMEGA HEALTHCARE INVS INC COM
-$109.6K
33,895
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$105.4K
765
+28%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$102.8K
8,717
-10%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$102.5K
7,717
-1%
增持
LRCX
LAM RESEARCH CORP COM NEW
-$101.8K
10,850
+900%
增持
LLY
ELI LILLY & CO COM
-$101.0K
1,213
+4%
减持
MSFT
MICROSOFT CORP COM
-$100.3K
10,968
-0%
减持
VLO
VALERO ENERGY CORP COM
-$98.4K
6,934
-1%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$90.0K
34,229
+7%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
+$85.2K
38,665
+3%
减持
META
META PLATFORMS INC CL A
-$83.8K
202
-43%
减持
OKE
ONEOK INC NEW COM
+$80.3K
16,830
-5%
减持
PM
PHILIP MORRIS INTL INC COM
-$78.8K
9,238
-6%
减持
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$77.4K
5,000
-13%
减持
GOOG
ALPHABET INC CAP STK CL C
-$75.0K
845
-40%
减持
GNRC
GENERAC HLDGS INC COM
-$73.0K
16,566
-0%
清仓
—
BROOKFIELD RENEWABLE CORP CL A SUB VTG
-$71.9K
0
-100%
减持
VB
VANGUARD SMALL-CAP ETF
+$71.6K
33,998
-0%
增持
SYK
STRYKER CORPORATION COM
+$71.0K
1,454
+16%
减持
NVDA
NVIDIA CORPORATION COM
+$68.8K
25,967
-8%
减持
IP
INTERNATIONAL PAPER CO COM
+$64.9K
27,288
-5%
增持
ARCC
ARES CAPITAL CORP COM
+$64.8K
59,835
+1%
建仓
BEPC
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
+$60.9K
2,200
减持
ADBE
ADOBE INC COM
-$59.7K
130
-43%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$58.4K
187
-93%
清仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$56.6K
0
-100%
增持
MCD
MCDONALDS CORP COM
-$56.0K
5,285
+1%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$55.5K
62,311
-5%
减持
TXN
TEXAS INSTRS INC COM
-$51.2K
74
-77%
减持
SPY
SPDR S&P 500 ETF TRUST
-$50.7K
1,368
-8%
清仓
—
EATON CORP PLC SHS
-$49.1K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$48.5K
20,451
+1%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$46.6K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$46.0K
240
-61%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$45.4K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$44.6K
267
-41%
清仓
HBAN
HUNTINGTON BANCSHARES INC COM
-$41.5K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM
-$40.3K
162
-50%
清仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
-$39.3K
0
-100%
减持
—
CHUBB LIMITED COM
-$38.9K
45
-75%
增持
AMLP
ALERIAN MLP ETF
+$38.2K
24,714
+1%
减持
QCOM
QUALCOMM INC COM
-$37.3K
115
-64%
清仓
CIEN
CIENA CORP COM NEW
-$37.1K
0
-100%
减持
CRM
SALESFORCE INC COM
-$36.6K
669
-30%
减持
MO
ALTRIA GROUP INC COM
-$36.6K
25,439
-5%
减持
TTD
THE TRADE DESK INC COM CL A
-$34.4K
642
-36%
减持
RWL
INVESCO S&P 500 REVENUE ETF
-$34.3K
309
-53%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$33.1K
0
-100%
减持
FTHI
FIRST TRUST BUYWRITE INCOME ETF
-$32.9K
863
-62%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$32.7K
0
-100%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$32.1K
126
减持
NUDV
NUVEEN ESG DIVIDEND ETF
-$31.5K
6,572
-8%
清仓
TGTX
TG THERAPEUTICS INC COM
-$31.4K
0
-100%
清仓
OKTA
OKTA INC CL A
-$30.5K
0
-100%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$30.1K
3,625
-4%
增持
STWD
STARWOOD PPTY TR INC COM
-$30.0K
48,002
+4%
建仓
KIE
SPDR S&P INSURANCE ETF
+$29.6K
524
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$28.7K
1,625
-10%
清仓
FLNA
CASSAVA SCIENCES INC COM
-$28.6K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE INC COM
-$28.4K
118
-52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$28.1K
5,811
+0%
增持
PG
PROCTER AND GAMBLE CO COM
-$28.0K
8,581
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
-$27.2K
382
+35%
减持
EQIX
EQUINIX INC COM
-$26.9K
11
-74%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$26.9K
284
-61%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$26.2K
90
-41%
减持
WSO
WATSCO INC COM
-$25.7K
33
-61%
增持
DIS
DISNEY WALT CO COM
+$24.4K
657
+30%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$24.0K
70
清仓
CWH
CAMPING WORLD HLDGS INC CL A
-$23.6K
0
-100%
清仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$23.6K
0
-100%
减持
WPC
WP CAREY INC COM
-$23.5K
222
-61%
清仓
REX
REX AMERICAN RES CORP COM
-$22.5K
0
-100%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$22.5K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$21.2K
308
-44%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$19.9K
10,896
+300%
减持
PAA
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
-$19.1K
9,399
-9%
清仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
-$18.8K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$18.7K
0
-100%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$18.5K
2,984
+17%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP
-$18.1K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$18.0K
691
-8%
清仓
PNQI
INVESCO NASDAQ INTERNET ETF
-$17.8K
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$17.4K
344
-13%
减持
HD
HOME DEPOT INC COM
-$17.3K
294
-10%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$17.0K
2,876
-2%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$16.7K
75
-82%
清仓
GIS
GENERAL MLS INC COM
-$16.6K
0
-100%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$16.5K
132
清仓
FF
FUTUREFUEL CORP COM
-$16.5K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$16.2K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$16.0K
2,493
+6%
减持
—
NXP SEMICONDUCTORS N V COM
-$15.7K
48
-55%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$15.5K
88
-38%
增持
JNJ
JOHNSON & JOHNSON COM
-$15.4K
1,488
+5%
