GoalVest Advisory LLC
New York NY · SEC CIK 0001839307
$5.12亿2026Q1 申报市值
445持仓数
59.7%前十大占比 · 第一大 33.5%
41 / 95新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$689.91万
VOO 加仓+$653.66万
SPEAR ALPHA ETF 新建仓+$540.91万
RSP 加仓+$387.70万
XNTK 加仓+$227.25万
2026Q1 卖出最多 按季末市值估算
BKLN 减仓-$657.18万
VUG 减仓-$629.50万
JQUA 减仓-$323.43万
COIN 清仓-$159.54万
VFH 清仓-$144.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -7,055 | -100.0% | -$159.54万 | 清仓 |
| VFH | VANGUARD FINANCIALS ETF | $0 | 0.00% | 0 | -10,836 | -100.0% | -$144.65万 | 清仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | -2,500 | -100.0% | -$25.03万 | 清仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -2,618 | -100.0% | -$11.22万 | 清仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -1,302 | -100.0% | -$10.50万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -1,625 | -100.0% | -$7.56万 | 清仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $0 | 0.00% | 0 | -1,187 | -100.0% | -$6.09万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -650 | -100.0% | -$5.31万 | 清仓 |
| UNP | UNION PAC CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -99 | -100.0% | -$4.41万 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | -495 | -100.0% | -$3.29万 | 清仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $0 | 0.00% | 0 | -659 | -100.0% | -$3.03万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC COM NON VTG | $0 | 0.00% | 0 | -416 | -100.0% | -$2.83万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC COM | $0 | 0.00% | 0 | -659 | -100.0% | -$2.53万 | 清仓 |
| HRL | HORMEL FOODS CORP COM | $0 | 0.00% | 0 | -1,048 | -100.0% | -$2.48万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $0 | 0.00% | 0 | -1,501 | -100.0% | -$2.41万 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM | $0 | 0.00% | 0 | -266 | -100.0% | -$2.39万 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KDP | KEURIG DR PEPPER INC COM | $0 | 0.00% | 0 | -828 | -100.0% | -$2.32万 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | $0 | 0.00% | 0 | -405 | -100.0% | -$2.21万 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | -193 | -100.0% | -$2.18万 | 清仓 |
| TFSL | TFS FINL CORP COM | $0 | 0.00% | 0 | -1,601 | -100.0% | -$2.14万 | 清仓 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY COM | $0 | 0.00% | 0 | -747 | -100.0% | -$2.08万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A COM | $0 | 0.00% | 0 | -344 | -100.0% | -$2.01万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $0 | 0.00% | 0 | -99 | -100.0% | -$1.97万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $0 | 0.00% | 0 | -230 | -100.0% | -$1.97万 | 清仓 |
| BIO | BIO RAD LABS INC CL A | $0 | 0.00% | 0 | -64 | -100.0% | -$1.94万 | 清仓 |
| PGR | PROGRESSIVE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | -74 | -100.0% | -$1.90万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -287 | -100.0% | -$1.84万 | 清仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $0 | 0.00% | 0 | -162 | -100.0% | -$1.78万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $0 | 0.00% | 0 | -354 | -100.0% | -$1.77万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ELECTRONIC ARTS INC COM | $0 | 0.00% | 0 | -84 | -100.0% | -$1.72万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $0 | 0.00% | 0 | -90 | -100.0% | -$1.63万 | 清仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $0 | 0.00% | 0 | -559 | -100.0% | -$1.61万 | 清仓 |
| CNA | CNA FINL CORP COM | $0 | 0.00% | 0 | -335 | -100.0% | -$1.60万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC COM | $0 | 0.00% | 0 | -664 | -100.0% | -$1.59万 | 清仓 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $0 | 0.00% | 0 | -261 | -100.0% | -$1.57万 | 清仓 |
| DG | DOLLAR GEN CORP NEW COM | $0 | 0.00% | 0 | -118 | -100.0% | -$1.57万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -367 | -100.0% | -$1.52万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $0 | 0.00% | 0 | -306 | -100.0% | -$1.50万 | 清仓 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | -325 | -100.0% | -$1.42万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $0 | 0.00% | 0 | -54 | -100.0% | -$1.40万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $0 | 0.00% | 0 | -622 | -100.0% | -$1.39万 | 清仓 |
| — | AMCOR PLC ORD | $0 | 0.00% | 0 | -333 | -100.0% | -$1.39万 | 清仓 |
| VTRS | VIATRIS INC COM | $0 | 0.00% | 0 | -1,082 | -100.0% | -$1.35万 | 清仓 |
| DOV | DOVER CORP COM | $0 | 0.00% | 0 | -68 | -100.0% | -$1.33万 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC COM | $0 | 0.00% | 0 | -2,565 | -100.0% | -$1.28万 | 清仓 |
| SON | SONOCO PRODS CO COM | $0 | 0.00% | 0 | -291 | -100.0% | -$1.27万 | 清仓 |
| MTG | MGIC INVT CORP WIS COM | $0 | 0.00% | 0 | -430 | -100.0% | -$1.26万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -91 | -100.0% | -$1.24万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APA | APA CORPORATION COM | $0 | 0.00% | 0 | -475 | -100.0% | -$1.16万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -205 | -100.0% | -$1.11万 | 清仓 |
| KVUE | KENVUE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNC | LINCOLN NATL CORP IND COM | $0 | 0.00% | 0 | -243 | -100.0% | -$1.08万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1.05万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARENT COM | $0 | 0.00% | 0 | -272 | -100.0% | -$1.04万 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -216 | -100.0% | -$1.01万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -29 | -100.0% | -$9,862 | 清仓 |
| KKR | KKR & CO INC COM | $0 | 0.00% | 0 | -76 | -100.0% | -$9,688 | 清仓 |
| NWL | NEWELL BRANDS INC COM | $0 | 0.00% | 0 | -2,604 | -100.0% | -$9,687 | 清仓 |
| SOLV | SOLVENTUM CORP COM SHS | $0 | 0.00% | 0 | -122 | -100.0% | -$9,667 | 清仓 |
| WHR | WHIRLPOOL CORP COM | $0 | 0.00% | 0 | -131 | -100.0% | -$9,450 | 清仓 |
| AES | AES CORP COM | $0 | 0.00% | 0 | -614 | -100.0% | -$8,805 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE INC COM NEW | $0 | 0.00% | 0 | -54 | -100.0% | -$8,681 | 清仓 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXS | AXIS CAP HLDGS LTD SHS | $0 | 0.00% | 0 | -78 | -100.0% | -$8,353 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TROW | PRICE T ROWE GROUP INC COM | $0 | 0.00% | 0 | -79 | -100.0% | -$8,088 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $0 | 0.00% | 0 | -366 | -100.0% | -$7,214 | 清仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $0 | 0.00% | 0 | -710 | -100.0% | -$7,079 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -66 | -100.0% | -$7,068 | 清仓 |
| KHC | KRAFT HEINZ CO COM | $0 | 0.00% | 0 | -287 | -100.0% | -$6,960 | 清仓 |
| OGN | ORGANON & CO COMMON STOCK | $0 | 0.00% | 0 | -965 | -100.0% | -$6,919 | 清仓 |
| CNXC | CONCENTRIX CORP COM | $0 | 0.00% | 0 | -165 | -100.0% | -$6,861 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $0 | 0.00% | 0 | -95 | -100.0% | -$6,482 | 清仓 |
| VOYA | VOYA FINANCIAL INC COM | $0 | 0.00% | 0 | -86 | -100.0% | -$6,406 | 清仓 |
| HAS | HASBRO INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$6,314 | 清仓 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -172 | -100.0% | -$6,108 | 清仓 |
| RKT | ROCKET COS INC COM CL A | $0 | 0.00% | 0 | -314 | -100.0% | -$6,079 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | $0 | 0.00% | 0 | -140 | -100.0% | -$6,062 | 清仓 |
| EIX | EDISON INTL COM | $0 | 0.00% | 0 | -101 | -100.0% | -$6,062 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $0 | 0.00% | 0 | -22 | -100.0% | -$6,053 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | -250 | -100.0% | -$6,005 | 清仓 |
| O | REALTY INCOME CORP COM | $0 | 0.00% | 0 | -105 | -100.0% | -$5,919 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $0 | 0.00% | 0 | -182 | -100.0% | -$5,910 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XEL | XCEL ENERGY INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$5,540 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $0 | 0.00% | 0 | -205 | -100.0% | -$5,398 | 清仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$5,356 | 清仓 |
| GBDC | GOLUB CAP BDC INC COM | $0 | 0.00% | 0 | -392 | -100.0% | -$5,319 | 清仓 |