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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 47
减持 78
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD GROWTH ETF
-$10.6M
69,973
-17%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$7.0M
119,839
+473%
减持
BKLN
INVESCO SENIOR LOAN ETF
-$6.8M
28,305
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。
-92%
建仓
SPRX
SPEAR ALPHA ETF
+$5.4M
151,953
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.9M
20,390
+10688%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$3.3M
2,066
-96%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$2.9M
36,437
-21%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$2.2M
0
-100%
增持
GMUB
GOLDMAN SACHS MUNICIPAL INCOME ETF
+$1.7M
307,340
+13%
增持
CAVA
CAVA GROUP INC COM
+$1.7M
24,930
+355%
增持
VOO
VANGUARD S&P 500 ETF
-$1.6M
287,151
+4%
清仓
COIN
COINBASE GLOBAL INC COM CL A
-$1.6M
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.5M
37,239
-7%
清仓
VFH
VANGUARD FINANCIALS ETF
-$1.4M
0
-100%
增持
NEE
NEXTERA ENERGY INC COM
+$1.3M
29,251
+64%
增持
XNTK
STATE STREET SPDR NYSE TECHNOLOGY ETF
+$1.2M
55,614
+19%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.2M
10,225
+59%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$1.1M
2,600
+758%
减持
TSCO
TRACTOR SUPPLY CO COM
-$1.1M
15,400
-57%
增持
TSLA
TESLA INC COM
-$1.0M
14,187
+1%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$846.0K
5,151
-55%
减持
GNRC
GENERAC HLDGS INC COM
+$845.7K
15,361
-3%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$828.4K
47,565
-7%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$711.9K
119,785
+9%
增持
BKR
BAKER HUGHES COMPANY CL A
+$711.1K
37,914
+8%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
+$704.9K
202,375
-0%
增持
BAC
BANK AMERICA CORP COM
+$695.2K
39,161
+77%
增持
GE
GE AEROSPACE COM NEW
+$691.4K
6,164
+79%
增持
MSFT
MICROSOFT CORP COM
-$678.6K
15,134
+17%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$667.1K
6,641
+47336%
减持
JPM
JPMORGAN CHASE & CO COM
-$666.1K
14,332
-5%
增持
META
META PLATFORMS INC CL A
+$647.7K
3,623
+68%
增持
FLR
FLUOR CORP COM
+$645.4K
24,200
+98%
减持
BX
BLACKSTONE INC COM
-$629.4K
13,325
-5%
增持
RGLD
ROYAL GOLD INC COM
+$599.7K
4,817
+71%
减持
WULF
TERAWULF INC COM
-$595.3K
50,000
-56%
减持
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
-$591.6K
110,633
-12%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$578.3K
20,776
-1%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$576.4K
6,615
-1%
增持
SCCO
SOUTHERN COPPER CORP COM
+$536.5K
18,565
+0%
增持
AMZN
AMAZON COM INC COM
+$477.0K
21,836
+24%
增持
NVDA
NVIDIA CORPORATION COM
+$457.6K
42,882
+14%
减持
DIS
DISNEY WALT CO COM
-$451.6K
771
-83%
减持
ORCL
ORACLE CORP COM
-$450.6K
6,270
-11%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$427.2K
9,931
+0%
增持
AAPL
APPLE INC COM
+$421.2K
16,106
+19%
减持
NRG
NRG ENERGY INC COM NEW
-$387.6K
18,650
-5%
增持
V
VISA INC COM CL A
-$387.5K
11,736
+5%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$382.9K
3,508
+26%
减持
ABBV
ABBVIE INC COM
-$376.9K
12,748
-8%
增持
LLY
ELI LILLY & CO COM
+$366.0K
3,208
+33%
减持
CSCO
CISCO SYS INC COM
-$347.2K
23,972
-16%
增持
WMT
WALMART INC COM
+$339.0K
25,853
+0%
建仓
BBHL
BBH SELECT LARGE CAP ETF
+$335.1K
22,311
减持
—
DHT HOLDINGS INC SHS NEW
+$326.6K
92,653
-17%
减持
VLO
VALERO ENERGY CORP COM
+$317.2K
6,674
-18%
增持
EL
LAUDER ESTEE COS INC CL A
-$302.3K
9,810
+2%
减持
UL
UNILEVER PLC SPON ADR NEW
-$278.5K
16,719
-11%
减持
ARCC
ARES CAPITAL CORP COM
-$278.5K
58,604
-11%
减持
OKE
ONEOK INC NEW COM
+$251.6K
18,227
-4%
清仓
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$250.3K
0
-100%
增持
FCX
FREEPORT MCMORAN INC CL B
+$242.2K
29,888
+0%
减持
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$230.2K
611,069
-0%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$224.1K
18,568
-14%
减持
OHI
OMEGA HEALTHCARE INVS INC COM
-$223.6K
31,308
-13%
减持
PBDC
PUTNAM BDC INCOME ETF
-$213.7K
30,218
-12%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$201.3K
3,195
-3%
减持
FOXA
FOX CORP CL A COM
-$194.8K
5,800
-21%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$190.2K
13,965
+0%
减持
CVX
CHEVRON CORPORATION COM
+$186.5K
7,218
-16%
减持
PM
PHILIP MORRIS INTL INC COM
-$180.8K
7,590
-15%
增持
AVGO
BROADCOM INC COM
-$171.6K
4,802
+0%
减持
AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
-$154.3K
189
-89%
减持
MCD
MCDONALDS CORP COM
-$152.9K
5,489
-10%
增持
—
EXXON MOBIL CORP COM
+$139.4K
2,619
+3%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$135.4K
1,393
-10%
增持
STWD
STARWOOD PPTY TR INC COM
+$127.9K
53,884
+21%
减持
GOOG
ALPHABET INC CAP STK CL C
-$121.1K
2,446
-7%
减持
TBIL
F/M US TREASURY 3 MONTH BILL FUND
-$117.2K
520
-82%
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$116.0K
23
-98%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$112.2K
0
-100%
减持
ABT
ABBOTT LABORATORIES COM
-$111.5K
3,252
-9%
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$105.0K
0
-100%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$97.0K
7,917
-1%
减持
CRM
SALESFORCE INC COM
-$91.4K
813
-11%
增持
CMI
CUMMINS INC COM
+$91.0K
2,968
+1%
减持
LMT
LOCKHEED MARTIN CORP COM
+$90.1K
2,790
-15%
清仓
VZ
VERIZON COMMUNICATIONS INC COM
-$84.5K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$83.2K
151,038
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$82.5K
635
-13%
减持
WMB
WILLIAMS COS INC COM
+$82.1K
26,820
-14%
减持
DLR
DIGITAL RLTY TR INC COM
+$79.3K
7,073
-8%
减持
PEP
PEPSICO INC COM
+$76.3K
8,866
-2%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$75.9K
20,093
-0%
清仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$75.6K
0
-100%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP SHS NEW
+$73.8K
17,400
-3%
减持
MA
MASTERCARD INCORPORATED CL A
-$64.5K
737
-3%
减持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
-$62.7K
4,483
-4%
清仓
FRDM
FREEDOM 100 EMERGING MARKETS ETF
-$60.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$59.3K
8,448
+6%
减持
PG
PROCTER & GAMBLE CO COM
-$59.0K
9,331
-5%
增持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$58.8K
5,130
+21%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$58.7K
205
-41%
减持
CTAS
CINTAS CORP COM
-$57.6K
1,366
-11%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$55.8K
205
-71%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$53.8K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$53.1K
0
-100%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$52.0K
12,769
-9%
增持
SUSA
ISHARES ESG OPTIMIZED MSCI USA ETF
-$51.5K
16,096
+3%
清仓
UNP
UNION PAC CORP COM
-$49.7K
0
-100%
减持
MRK
MERCK & CO INC COM
-$49.6K
13,358
-15%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$49.3K
2,885
-20%
减持
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
-$48.5K
4,103
-6%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$46.9K
472
-4%
减持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$46.4K
668
-33%
增持
GLD
SPDR GOLD SHARES
+$44.8K
384
+26%
增持
TJX
TJX COS INC NEW COM
+$44.6K
6,666
+0%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$44.1K
0
-100%
增持
IP
INTERNATIONAL PAPER CO COM
-$43.1K
28,096
+6%
减持
HD
HOME DEPOT INC COM
-$42.3K
653
-13%
减持
FLS
FLOWSERVE CORP COM
-$42.2K
785
-45%
减持
SHW
SHERWIN WILLIAMS CO COM
-$41.5K
200
-39%
建仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$40.9K
807
减持
PAYX
PAYCHEX INC COM
-$39.3K
1,206
-10%
建仓
AKRE
AKRE FOCUS ETF
+$39.3K
743
减持
ZTS
ZOETIS INC CL A
-$39.1K
180
-63%
减持
RITM
RITHM CAPITAL CORP COM NEW
-$38.3K
14,254
-10%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$37.3K
4,341
+16%
清仓
EFA
ISHARES MSCI EAFE ETF
-$37.3K
0
-100%
减持
T
AT&T INC COM
+$36.4K
65,063
-13%
建仓
RSPE
INVESCO ESG S&P 500 EQUAL WEIGHT ETF
+$35.9K
1,220
增持
TDIV
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
+$33.6K
880
+75%
减持
NOW
SERVICENOW INC COM
-$33.3K
290
-30%
减持
SO
SOUTHERN CO COM
-$33.1K
12,863
-12%
清仓
FIS
FIDELITY NATL INFORMATION SVCS COM
-$32.9K
0
-100%
减持
—
NXP SEMICONDUCTORS N V COM
-$31.7K
225
-36%
建仓
FIX
COMFORT SYS USA INC COM
+$30.3K
22
清仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$30.3K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO COM
-$29.8K
0
-100%
增持
AFLG
FIRST TRUST ACTIVE FACTOR LARGE CAP ETF
+$29.4K
2,902
+37%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$28.7K
708
+89%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$28.3K
0
-100%
增持
RTX
RTX CORPORATION COM
+$27.8K
1,483
+5%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$27.2K
217
-22%
建仓
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$26.6K
524
增持
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
+$26.4K
2,212
+253%
减持
—
MEDTRONIC PLC SHS
-$26.3K
34
-89%
减持
MKL
MARKEL GROUP INC COM
-$25.8K
9
-55%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
-$25.8K
1,990
-9%
减持
IVOG
VANGUARD S&P MID-CAP 400 GROWTH ETF
-$25.3K
1,158
-18%
