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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 93
减持 29
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$13.0M
239,109
+0%
减持
VB
VANGUARD SMALL-CAP ETF
-$6.8M
2
-100%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$6.3M
81,008
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
VUG
VANGUARD GROWTH ETF
+$5.3M
77,773
+0%
减持
BKLN
INVESCO SENIOR LOAN ETF
-$3.1M
31,637
-82%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$2.2M
67,620
增持
NVDA
NVIDIA CORPORATION COM
+$2.1M
37,817
+7%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$2.0M
524,943
+12%
清仓
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
-$1.9M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.9M
46,267
-11%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.8M
106,398
+13%
增持
MSFT
MICROSOFT CORP COM
+$1.7M
12,182
+4%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.6M
295
-91%
减持
NRG
NRG ENERGY INC COM NEW
+$1.3M
19,750
-0%
减持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$1.2M
27,156
-0%
增持
TSLA
TESLA INC COM
+$929.4K
15,107
+1%
增持
—
CHUBB LIMITED COM
+$892.3K
3,081
+308000%
增持
JPM
JPMORGAN CHASE & CO. COM
+$777.7K
15,526
+2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$757.0K
41,491
-4%
增持
ORCL
ORACLE CORP COM
+$604.3K
6,720
+9%
增持
AMZN
AMAZON COM INC COM
+$584.5K
14,828
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$535.1K
19,348
+4%
减持
PEP
PEPSICO INC COM
-$512.4K
9,624
-19%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$505.5K
45,508
+10%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$466.3K
2,695
+2%
增持
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
+$461.2K
11,539
+32%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$459.8K
54,670
-8%
增持
CSCO
CISCO SYS INC COM
+$420.8K
48,207
+2%
建仓
BWXT
BWX TECHNOLOGIES INC COM
+$373.1K
2,590
建仓
FLR
FLUOR CORP NEW COM
+$343.5K
6,700
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP SHS NEW
+$332.3K
18,400
-3%
清仓
CMCO
COLUMBUS MCKINNON CORP N Y COM
-$316.4K
0
-100%
增持
ABBV
ABBVIE INC COM
-$299.1K
14,945
+2%
减持
NEE
NEXTERA ENERGY INC COM
-$271.9K
5,544
-40%
增持
TBIL
US TREASURY 3 MONTH BILL ETF
+$267.5K
6,661
+408%
增持
KVUE
KENVUE INC COM
-$264.3K
104,023
+2%
增持
WMT
WALMART INC COM
+$259.9K
22,644
+2%
减持
GNRC
GENERAC HLDGS INC COM
+$257.8K
16,716
-1%
增持
PM
PHILIP MORRIS INTL INC COM
+$257.8K
9,512
+2%
增持
OKE
ONEOK INC NEW COM
-$255.6K
19,227
+5%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$251.9K
3,164
+7%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$231.6K
9,900
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
-$212.4K
352
-54%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD COM
+$198.0K
9,119
增持
V
VISA INC COM CL A
+$191.1K
10,183
+4%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$191.1K
1,894
+257%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$190.9K
1,117
+116%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$180.7K
43,276
+3%
增持
CTAS
CINTAS CORP COM
+$178.0K
1,966
+55%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$164.9K
1,061
+231%
建仓
DECK
DECKERS OUTDOOR CORP COM
+$164.9K
1,600
建仓
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
+$163.0K
5,288
增持
META
META PLATFORMS INC CL A
+$162.0K
517
+36%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$161.5K
1,546
增持
APD
AIR PRODS & CHEMS INC COM
+$161.5K
650
+778%
增持
SCCO
SOUTHERN COPPER CORP COM
+$156.0K
18,212
+1%
减持
FCX
FREEPORT-MCMORAN INC CL B
+$155.3K
28,371
-0%
清仓
NRK
NUVEEN NEW YORK AMT QLT MUNICP COM
-$154.5K
0
-100%
增持
PWR
QUANTA SVCS INC COM
+$150.5K
415
+1560%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$149.4K
69,900
-2%
减持
AVGO
BROADCOM INC COM
+$144.0K
8,118
-35%
增持
WMB
WILLIAMS COS INC COM
+$140.2K
32,628
+2%
增持
EL
LAUDER ESTEE COS INC CL A
+$137.2K
1,700
+56567%
减持
SMMD
ISHARES RUSSELL 2500 ETF
-$133.2K
2,039
-53%
增持
SNPS
SYNOPSYS INC COM
+$131.8K
355
+203%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$129.5K
430
+147%
增持
COST
COSTCO WHSL CORP NEW COM
+$128.1K
394
+42%
减持
SYK
STRYKER CORPORATION COM
-$126.6K
1,001
-29%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$118.2K
20,117
-2%
增持
LLY
ELI LILLY & CO COM
+$116.4K
1,479
+18%
增持
T
AT&T INC COM
+$114.9K
79,916
+3%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$114.3K
0
-100%
建仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$112.9K
2,618
增持
CVX
CHEVRON CORP NEW COM
-$112.9K
8,350
+7%
清仓
USO
UNITED STATES OIL FUND LP
-$111.6K
0
-100%
增持
IP
INTERNATIONAL PAPER CO COM
-$109.6K
31,760
+6%
减持
TSCO
TRACTOR SUPPLY CO COM
-$106.9K
41,100
-0%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$105.0K
1,302
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$103.6K
1,072
+3%
增持
VFH
VANGUARD FINANCIALS ETF
+$102.5K
12,119
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$100.6K
1,450
+51%
增持
TJX
TJX COS INC NEW COM
+$100.4K
6,640
+12%
建仓
ARDC
ARES DYNAMIC CR ALLOCATION FD COM
+$99.5K
7,000
增持
PANW
PALO ALTO NETWORKS INC COM
+$99.5K
808
+109%
增持
JOBY
JOBY AVIATION INC COMMON STOCK
+$98.9K
20,500
+5%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$97.8K
699
-58%
建仓
HYD
VanEck Muni ETF
+$95.4K
1,900
增持
MA
MASTERCARD INCORPORATED CL A
+$93.8K
638
+32%
增持
LMT
LOCKHEED MARTIN CORP COM
+$89.2K
3,472
+2%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$86.9K
658
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$84.8K
1,002
+101%
增持
MRK
MERCK & CO INC COM
-$83.9K
15,141
+6%
增持
NUDV
NUVEEN ESG DIVIDEND ETF
+$80.5K
9,308
+42%
增持
PG
PROCTER AND GAMBLE CO COM
-$78.2K
10,439
+2%
增持
PGR
PROGRESSIVE CORP COM
-$77.1K
5,333
+1%
增持
HD
HOME DEPOT INC COM
+$77.1K
640
+49%
建仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$75.1K
1,625
减持
BX
BLACKSTONE INC COM
+$72.2K
15,980
-4%
增持
VICI
VICI PPTYS INC COM
+$68.7K
38,809
+6%
增持
—
DHT HOLDINGS INC SHS NEW
+$67.2K
115,581
+3%
增持
AMLP
ALERIAN MLP ETF
-$66.4K
30,132
+2%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$65.6K
359
清仓
INDS
PACER INDUSTRIAL REAL ESTATE ETF
-$62.9K
0
-100%
增持
VLO
VALERO ENERGY CORP COM
+$61.3K
9,159
+3%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$60.5K
6,900
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$60.0K
430
+4200%
增持
SON
SONOCO PRODS CO COM
-$59.1K
26,391
+3%
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$58.4K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$57.3K
1,557
+11%
增持
—
UNILEVER PLC SPON ADR NEW
+$54.1K
22,803
+1%
增持
—
EXXON MOBIL CORP COM
+$52.6K
884
+146%
增持
SPGI
S&P GLOBAL INC COM
+$52.1K
224
+72%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$51.7K
590
+58900%
增持
CME
CME GROUP INC COM
+$51.5K
439
+68%
清仓
HSY
HERSHEY CO COM
-$51.3K
0
-100%
增持
NFLX
NETFLIX INC COM
+$49.8K
40
+900%
增持
EOG
EOG RES INC COM
+$49.7K
420
+10400%
增持
STWD
STARWOOD PPTY TR INC COM
+$46.9K
60,500
+2%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$43.7K
99
+371%
建仓
FTSL
FIRST TRUST SENIOR LOAN FUND
+$43.5K
947
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$43.1K
100
+3233%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$42.0K
22,306
+4%
建仓
B
BARRICK MNG CORP COM SHS
+$41.6K
2,000
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$40.6K
970
+3029%
增持
PH
PARKER-HANNIFIN CORP COM
+$40.2K
75
+275%
减持
CMI
CUMMINS INC COM
+$39.0K
2,840
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$38.2K
343
+36%
减持
AMGN
AMGEN INC COM
-$37.5K
1,131
-0%
清仓
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
-$37.1K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$35.7K
260
+8567%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$34.3K
189
增持
—
LINDE PLC SHS
+$34.0K
140
+106%
建仓
COF
CAPITAL ONE FINL CORP COM
+$31.9K
150
减持
CAT
CATERPILLAR INC COM
-$30.8K
133
-47%
增持
CFG
CITIZENS FINL GROUP INC COM
+$30.3K
680
+16900%
增持
ADBE
ADOBE INC COM
+$29.7K
276
+37%
减持
MPC
MARATHON PETE CORP COM
-$28.8K
946
-26%
增持
ETR
ENTERGY CORP NEW COM
+$28.6K
350
+5733%
增持
FSK
FS KKR CAP CORP COM
+$25.5K
70,648
+3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$25.4K
320
+31%
增持
CRM
SALESFORCE INC COM
+$25.2K
749
+12%
增持
GILD
GILEAD SCIENCES INC COM
+$25.2K
230
+7567%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$24.8K
212
-54%
增持
KO
COCA COLA CO COM
+$24.4K
772
+83%
增持
—
NXP SEMICONDUCTORS N V COM
+$24.2K
350
+27%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
+$24.1K
2,180
+10%
增持
MCD
MCDONALDS CORP COM
-$23.9K
6,377
+6%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$23.4K
313
+277%
增持
CINF
CINCINNATI FINL CORP COM
+$22.9K
410
+59%
增持
NI
NISOURCE INC COM
+$22.8K
570
+14150%
