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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 80
减持 30
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$24.4M
261,688
+9%
建仓
GMUB
GOLDMAN SACHS MUNICIPAL INCOME ETF
+$8.0M
156,612
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$5.2M
5,856
-87%
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
+$4.2M
79,825
+3%
增持
XNTK
SPDR NYSE TECHNOLOGY ETF
+$3.7M
37,138
+37%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$3.0M
137,749
+104%
减持
KVUE
KENVUE INC COM
-$2.2M
763
-99%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.1M
46,268
+0%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.1M
10,899
+1249%
增持
TSLA
TESLA INC COM
+$1.9M
15,152
+0%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$1.8M
5,300
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.7M
121,675
+14%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.7M
124
-96%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$1.6M
568,062
+8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
20,253
+5%
增持
DLR
DIGITAL RLTY TR INC COM
+$1.5M
8,590
+4195%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.4M
3,377
+150%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$1.2M
93,480
+15%
增持
NVDA
NVIDIA CORPORATION COM
+$1.1M
38,132
+1%
减持
SHW
SHERWIN WILLIAMS CO COM
-$1.1M
300
-91%
清仓
—
CHUBB LIMITED COM
-$892.6K
0
-100%
增持
ABBV
ABBVIE INC COM
+$800.9K
15,440
+3%
减持
AVGO
BROADCOM INC COM
-$791.9K
4,382
-46%
增持
EL
LAUDER ESTEE COS INC CL A
+$709.5K
9,610
+465%
增持
DECK
DECKERS OUTDOOR CORP COM
+$706.9K
8,600
+438%
建仓
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
+$604.1K
21,990
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$565.5K
40,149
-3%
建仓
CAVA
CAVA GROUP INC COM
+$515.3K
8,530
增持
JPM
JPMORGAN CHASE & CO. COM
+$489.9K
15,823
+2%
增持
VLO
VALERO ENERGY CORP COM
+$488.0K
10,097
+10%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$457.0K
54,235
-1%
增持
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
+$453.2K
14,123
+22%
建仓
DAVE
DAVE INC CLASS A COM NEW
+$438.6K
2,200
增持
GNRC
GENERAC HLDGS INC COM
+$427.0K
16,851
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$402.3K
6,859
+9%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$394.1K
2,890
+7%
增持
SCCO
SOUTHERN COPPER CORP COM
+$388.8K
18,386
+1%
增持
MSFT
MICROSOFT CORP COM
+$364.7K
12,403
+2%
增持
BX
BLACKSTONE INC COM
+$348.3K
16,029
+0%
增持
PEP
PEPSICO INC COM
+$344.0K
11,498
+19%
增持
—
DHT HOLDINGS INC SHS NEW
+$323.5K
131,625
+14%
增持
CMI
CUMMINS INC COM
+$315.9K
2,950
+4%
增持
JOBY
JOBY AVIATION INC COMMON STOCK
+$313.1K
32,800
+60%
清仓
SLM
SLM CORP COM
-$311.5K
0
-100%
增持
OHI
OMEGA HEALTHCARE INVS INC COM
+$310.1K
41,955
+5%
增持
MRK
MERCK & CO INC COM
+$310.0K
17,974
+19%
增持
FSK
FS KKR CAP CORP COM
-$298.7K
78,182
+11%
增持
LMT
LOCKHEED MARTIN CORP COM
+$276.0K
3,774
+9%
增持
RGLD
ROYAL GOLD INC COM
+$274.9K
2,705
+80%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$266.9K
70,964
+2%
减持
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$251.1K
2,500
-50%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$249.9K
716
-87%
减持
HUT
HUT 8 CORP COM
+$247.1K
15,700
-2%
增持
WMT
WALMART INC COM
+$243.0K
23,842
+5%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$238.6K
24,247
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
+$238.2K
2,112
+36%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$228.7K
1,366
+27%
增持
CVX
CHEVRON CORP NEW COM
+$222.0K
9,129
+9%
增持
FLR
FLUOR CORP NEW COM
+$220.2K
13,400
+100%
增持
SON
SONOCO PRODS CO COM
+$185.9K
30,994
+17%
增持
MCD
MCDONALDS CORP COM
+$185.7K
6,742
+6%
增持
AMZN
AMAZON COM INC COM
+$176.3K
15,619
+5%
减持
MO
ALTRIA GROUP INC COM
+$174.7K
28,147
-2%
减持
PYPL
PAYPAL HLDGS INC COM
-$171.4K
36
-98%
建仓
IGEB
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
+$166.1K
3,608
建仓
AFLG
FIRST TRUST ACTIVE FACTOR LARGE CAP ETF
+$159.6K
4,112
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$150.0K
3,661
-45%
增持
VFH
VANGUARD FINANCIALS ETF
+$138.4K
12,810
+6%
清仓
SMMD
ISHARES RUSSELL 2500 ETF
-$138.2K
0
-100%
增持
WMB
WILLIAMS COS INC COM
+$136.9K
34,511
+6%
减持
TSCO
TRACTOR SUPPLY CO COM
+$134.4K
40,500
-1%
建仓
FLS
FLOWSERVE CORP COM
+$129.7K
2,440
增持
SO
SOUTHERN CO COM
+$126.6K
16,465
+5%
减持
NVO
NOVO-NORDISK A S ADR
-$122.2K
101
-95%
增持
PM
PHILIP MORRIS INTL INC COM
-$121.6K
9,931
+4%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$105.0K
531
-66%
增持
IP
INTERNATIONAL PAPER CO COM
+$94.6K
34,094
+7%
增持
VICI
VICI PPTYS INC COM
+$79.7K
41,241
+6%
增持
PG
PROCTER AND GAMBLE CO COM
+$77.3K
11,327
+9%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$70.7K
6,850
-1%
增持
AMLP
ALERIAN MLP ETF
+$69.1K
32,844
+9%
减持
LLY
ELI LILLY & CO COM
-$64.1K
1,427
-4%
增持
BUFZ
FT VEST LADDERED MODERATE BUFFER ETF
+$61.5K
18,536
+10%
建仓
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$60.9K
843
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$59.9K
3,592
+28%
增持
GD
GENERAL DYNAMICS CORP COM
+$58.3K
324
+81%
建仓
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$57.5K
583
建仓
APH
AMPHENOL CORP NEW CL A
+$55.7K
450
减持
AAPL
APPLE INC COM
+$55.4K
10,868
-18%
建仓
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$52.6K
1,187
清仓
UNP
UNION PAC CORP COM
-$51.3K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$51.2K
403
+14%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$49.0K
500
增持
MODL
VICTORYSHARES WESTEND U.S. SECTOR ETF
+$48.6K
1,196
+667%
增持
STWD
STARWOOD PPTY TR INC COM
+$48.4K
65,187
+8%
建仓
WAB
WABTEC COM
+$47.1K
235
增持
MA
MASTERCARD INCORPORATED CL A
+$47.0K
713
+12%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$46.4K
99
-72%
建仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$46.0K
625
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$42.9K
245
-39%
减持
ADBE
ADOBE INC COM
-$40.8K
187
-32%
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$39.9K
42,477
-2%
增持
FCX
FREEPORT-MCMORAN INC CL B
-$38.7K
30,371
+7%
建仓
MKL
MARKEL GROUP INC COM
+$38.2K
20
增持
V
VISA INC COM CL A
-$37.8K
10,480
+3%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$37.7K
798
清仓
KEX
KIRBY CORP COM
-$37.7K
0
-100%
建仓
RMD
RESMED INC COM
+$37.0K
135
增持
PGR
PROGRESSIVE CORP COM
+$36.8K
5,912
+11%
增持
—
UNILEVER PLC SPON ADR NEW
+$36.2K
24,141
+6%
增持
CSCO
CISCO SYS INC COM
+$35.8K
49,407
+2%
建仓
INTC
INTEL CORP COM
+$33.5K
1,000
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$33.4K
941
+107%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$33.1K
696
增持
—
NXP SEMICONDUCTORS N V COM
+$32.8K
480
+37%
建仓
MAGS
ROUNDHILL MAGNIFICENT SEVEN ETF
+$32.8K
505
增持
LOW
LOWES COS INC COM
+$29.9K
298
+47%
建仓
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$29.5K
680
清仓
ROBO
ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF
-$29.4K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$28.7K
530
+1%
建仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$28.5K
211
建仓
CFR
CULLEN FROST BANKERS INC COM
+$28.4K
224
增持
OKE
ONEOK INC NEW COM
+$25.9K
21,864
+14%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$25.4K
669
建仓
NVR
NVR INC COM
+$24.1K
3
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$23.9K
4,509
-15%
减持
DIS
DISNEY WALT CO COM
-$23.4K
507
-23%
清仓
—
BANK AMERICA CORP 7.25CNV PFD L
-$23.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$21.2K
205
-31%
增持
VV
VANGUARD LARGE-CAP ETF
+$20.9K
672
+3%
建仓
FTCB
FIRST TRUST CORE INVESTMENT GRADE ETF
+$20.7K
972
增持
ARKK
ARK INNOVATION ETF
+$20.4K
986
+7%
减持
APD
AIR PRODS & CHEMS INC COM
-$19.7K
600
-8%
增持
NUDV
NUVEEN ESG DIVIDEND ETF
+$19.6K
9,741
+5%
减持
RWL
INVESCO S&P 500 REVENUE ETF
-$19.5K
49
-79%
增持
LEU
CENTRUS ENERGY CORP CL A
+$19.2K
115
+28%
增持
OKLO
OKLO INC COM CL A
+$19.2K
274
+34%
建仓
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
+$19.0K
753
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$18.9K
211
+90%
增持
AMGN
AMGEN INC COM
+$17.5K
1,181
+4%
增持
FTHI
FIRST TRUST BUYWRITE INCOME ETF
+$16.5K
1,481
+82%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$16.2K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC COM
-$16.1K
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$16.1K
250
-55%
减持
SLV
ISHARES SILVER TRUST
-$15.8K
3,431
-30%
增持
SYK
STRYKER CORPORATION COM
+$14.7K
1,111
+11%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$14.6K
365
+72%
清仓
DOCU
DOCUSIGN INC COM
-$14.1K
0
-100%
建仓
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
+$13.9K
823
建仓
DFEV
DIMENSIONAL EMERGING MARKETS VALUE ETF
+$13.2K
415
