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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 93
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$4.7M
94,210
+175%
增持
VOO
VANGUARD S&P 500 ETF
-$4.3M
238,906
+1%
减持
VTWO
VANGUARD RUSSELL 2000 ETF
-$3.5M
0
-100%
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。
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$3.2M
71,686
-43%
减持
VUG
VANGUARD GROWTH ETF
-$3.1M
77,761
-0%
增持
BKLN
INVESCO SENIOR LOAN ETF
+$2.9M
180,024
+344%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.6M
43,128
-7%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$1.6M
26
-100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.4M
2,963
+2309%
减持
VB
VANGUARD SMALL-CAP ETF
-$1.4M
30,640
-10%
清仓
OBIL
US TREASURY 12 MONTH BILL ETF
-$1.4M
0
-100%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$1.1M
470,098
+6%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$882.6K
41,242
+16%
增持
ORCL
ORACLE CORP COM
+$798.2K
6,186
+1447%
增持
AVGO
BROADCOM INC COM
-$771.8K
12,505
+1%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$725.7K
59,119
-5%
增持
ABBV
ABBVIE INC COM
+$691.0K
14,668
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$579.6K
18,589
+2%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$539.6K
5,700
-65%
增持
T
AT&T INC COM
+$442.3K
77,718
+1%
增持
GNRC
GENERAC HLDGS INC COM
-$432.5K
16,866
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$430.5K
5,754
-1%
增持
KVUE
KENVUE INC COM
+$415.5K
101,816
+7%
增持
PEP
PEPSICO INC COM
+$401.5K
11,892
+31%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$398.9K
21,498
+18%
减持
CMCO
COLUMBUS MCKINNON CORP N Y COM
-$394.5K
18,690
-2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$386.2K
15,179
+9%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$382.8K
13,950
+12%
建仓
DINO
HF SINCLAIR CORP COM
+$368.3K
11,200
增持
PM
PHILIP MORRIS INTL INC COM
+$362.8K
9,290
+1%
增持
—
DHT HOLDINGS INC SHS NEW
+$360.0K
112,589
+27%
增持
NVDA
NVIDIA CORPORATION COM
+$358.2K
35,480
+37%
增持
MCD
MCDONALDS CORP COM
+$355.0K
6,041
+14%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$353.1K
51,989
-3%
增持
AMLP
ALERIAN MLP ETF
+$348.4K
29,623
+20%
增持
MO
ALTRIA GROUP INC COM
+$345.5K
27,919
+10%
增持
SO
SOUTHERN CO COM
+$342.8K
15,415
+18%
增持
SON
SONOCO PRODS CO COM
+$333.6K
25,586
+43%
增持
BX
BLACKSTONE INC COM
-$327.2K
16,584
+8%
增持
VLO
VALERO ENERGY CORP COM
+$319.8K
8,858
+28%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$311.6K
1,040
+202%
增持
AMZN
AMAZON COM INC COM
-$305.2K
14,026
+3%
增持
PG
PROCTER AND GAMBLE CO COM
+$302.8K
10,218
+19%
增持
VICI
VICI PPTYS INC COM
+$287.2K
36,679
+18%
增持
CSCO
CISCO SYS INC COM
+$285.8K
47,379
+6%
增持
MRK
MERCK & CO INC COM
+$284.5K
14,287
+42%
增持
—
UNILEVER PLC SPON ADR NEW
+$283.3K
22,515
+21%
减持
V
VISA INC COM CL A
+$283.2K
9,771
-2%
增持
PGR
PROGRESSIVE CORP COM
+$274.9K
5,301
+4%
减持
WMT
WALMART INC COM
-$268.4K
22,260
-10%
增持
LMT
LOCKHEED MARTIN CORP COM
+$266.5K
3,400
+32%
增持
WMB
WILLIAMS COS INC COM
+$263.6K
31,947
+5%
增持
STWD
STARWOOD PPTY TR INC COM
+$257.7K
59,046
+23%
增持
CVX
CHEVRON CORP NEW COM
+$245.4K
7,822
+7%
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$243.1K
1,311
-79%
增持
TSLA
TESLA INC COM
-$238.7K
14,931
+47%
增持
MSFT
MICROSOFT CORP COM
-$233.9K
11,692
+7%
增持
ARCC
ARES CAPITAL CORP COM
+$210.2K
68,590
+15%
增持
SHW
SHERWIN WILLIAMS CO COM
+$204.5K
3,365
+18%
增持
TSCO
TRACTOR SUPPLY CO COM
+$195.8K
41,303
+5%
增持
FSK
FS KKR CAP CORP COM
+$187.2K
68,757
+19%
增持
XNTK
SPDR NYSE TECHNOLOGY ETF
-$172.0K
27,287
+2%
增持
SCCO
SOUTHERN COPPER CORP COM
+$171.2K
18,045
+9%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$169.4K
7,000
+4%
增持
L
LOEWS CORP COM
+$168.2K
16,228
+4%
增持
OHI
OMEGA HEALTHCARE INVS INC COM
+$160.6K
37,909
+12%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$155.5K
42,117
+2%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP SHS NEW
-$149.8K
18,900
-6%
增持
NRG
NRG ENERGY INC COM NEW
+$140.0K
19,754
+2%
增持
OKE
ONEOK INC NEW COM
+$135.3K
18,394
+9%
增持
IP
INTERNATIONAL PAPER CO COM
+$128.3K
29,933
+10%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$127.5K
28,382
+14%
增持
TMUS
T-MOBILE US INC COM
+$122.7K
969
+58%
增持
AAPL
APPLE INC COM
-$110.6K
12,311
+8%
增持
TJX
TJX COS INC NEW COM
+$103.5K
5,908
+16%
增持
CTAS
CINTAS CORP COM
+$103.1K
1,266
+47%
增持
META
META PLATFORMS INC CL A
+$101.3K
381
+89%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$101.2K
2,638
+13%
增持
LLY
ELI LILLY & CO COM
+$100.1K
1,255
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$98.3K
483
+53%
增持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
-$96.9K
28,237
+8%
增持
RTX
RTX CORPORATION COM
+$89.0K
1,149
+110%
减持
ADI
ANALOG DEVICES INC COM
-$81.4K
4
-99%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$73.6K
3,268
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$70.2K
325
+85%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$70.1K
1,613
-1%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$65.8K
20,440
-0%
增持
ABT
ABBOTT LABS COM
+$65.4K
3,266
+0%
建仓
INDS
PACER INDUSTRIAL REAL ESTATE ETF
+$62.9K
1,703
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$62.5K
959
+39%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
-$62.2K
291
-21%
增持
GOOG
ALPHABET INC CAP STK CL C
+$58.0K
1,401
+66%
增持
RGLD
ROYAL GOLD INC COM
+$57.5K
1,505
+5%
增持
PAYX
PAYCHEX INC COM
+$57.3K
1,633
+18%
增持
COST
COSTCO WHSL CORP NEW COM
+$56.7K
277
+24%
减持
NVO
NOVO-NORDISK A S ADR
-$52.0K
1,837
-12%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$51.6K
10,070
-7%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$50.8K
232
-41%
建仓
SNPS
SYNOPSYS INC COM
+$50.2K
117
增持
PYPL
PAYPAL HLDGS INC COM
-$46.8K
2,342
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$46.8K
1,350
-1%
减持
CRM
SALESFORCE INC COM
-$44.7K
667
-0%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$43.3K
14,100
-8%
增持
HD
HOME DEPOT INC COM
+$43.2K
430
+46%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$42.7K
1,248
+93%
增持
—
NXP SEMICONDUCTORS N V COM
+$42.3K
275
+473%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$41.8K
2,696
+9%
减持
AMGN
AMGEN INC COM
+$40.0K
1,134
-6%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$39.9K
622
-39%
增持
EVRG
EVERGY INC COM
+$37.9K
5,096
+0%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$36.0K
458
-50%
减持
ATO
ATMOS ENERGY CORP COM
+$35.6K
5,967
-6%
增持
CME
CME GROUP INC COM
+$32.1K
262
+63%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$32.1K
0
-100%
清仓
DIG
PROSHARES ULTRA ENERGY
-$31.7K
0
-100%
增持
JOBY
JOBY AVIATION INC COMMON STOCK
-$28.9K
19,500
+8%
增持
ZTS
ZOETIS INC CL A
+$28.9K
440
+65%
增持
MAA
MID-AMER APT CMNTYS INC COM
+$27.9K
240
+200%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$27.8K
8,017
+4%
减持
BEPC
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
-$27.3K
1,200
-45%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$27.0K
518
-15%
增持
—
SPOTIFY TECHNOLOGY S A SHS
+$26.7K
116
+40%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$25.4K
174
+93%
减持
EFA
ISHARES MSCI EAFE ETF
-$24.1K
188
-64%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$24.0K
0
-100%
减持
COP
CONOCOPHILLIPS COM
-$22.9K
82
-74%
减持
NSC
NORFOLK SOUTHN CORP COM
-$22.9K
37
-73%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$22.5K
56
-49%
减持
GLD
SPDR GOLD SHARES
-$21.2K
524
-26%
减持
FITB
FIFTH THIRD BANCORP COM
-$19.9K
216
-68%
增持
IVV
ISHARES CORE S&P 500 ETF
-$19.4K
767
+0%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$19.3K
0
-100%
增持
ADBE
ADOBE INC COM
+$19.3K
201
+55%
增持
UAL
UNITED AIRLS HLDGS INC COM
-$19.2K
695
+0%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$18.3K
89
-32%
减持
VV
VANGUARD LARGE-CAP ETF
-$17.2K
652
-5%
增持
AAL
AMERICAN AIRLS GROUP INC COM
-$17.1K
2,518
+1%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
-$17.0K
1,057
+1%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$16.5K
0
-100%
清仓
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
-$16.3K
0
-100%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$16.2K
209
增持
CINF
CINCINNATI FINL CORP COM
+$15.7K
258
+65%
清仓
IVOG
VANGUARD S&P MID-CAP 400 GROWTH ETF
-$15.1K
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$14.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC COM
+$14.3K
9,265
+3%
减持
HCA
HCA HEALTHCARE INC COM
-$13.2K
205
-27%
减持
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
-$13.1K
1,353
-20%
减持
—
CHUBB LIMITED COM
-$12.1K
1
-98%
减持
MET
METLIFE INC COM
-$12.0K
3
-98%
减持
JNJ
JOHNSON & JOHNSON COM
-$11.7K
1,227
-18%
