GoalVest Advisory LLC
New York NY · SEC CIK 0001839307
$5.39亿2026Q2 申报市值
500持仓数
67.6%前十大占比 · 第一大 38.5%
108 / 70新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$1,050.89万
SPEAR ALPHA ETF 加仓+$560.63万
TER 加仓+$397.38万
GMUB 加仓+$212.09万
IEFA 加仓+$167.31万
2026Q2 卖出最多 按季末市值估算
VGK 减仓-$597.94万
VUG 减仓-$531.14万
GNRC 减仓-$445.83万
LRCX 减仓-$428.65万
NVDA 减仓-$420.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LAMR | LAMAR ADVERTISING CO CL A | $3,744 | 0.00% | 24 | 24 | — | $3,744 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $3,633 | 0.00% | 58 | 58 | — | $3,633 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $3,585 | 0.00% | 15 | -6,600 | -99.8% | -$157.74万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3,578 | 0.00% | 16 | -50 | -75.8% | -$1.12万 | 重新持有 |
| ADI | ANALOG DEVICES INC COM | $3,575 | 0.00% | 9 | 2 | 28.6% | $794 | 加仓 |
| FAST | FASTENAL CO COM | $3,554 | 0.00% | 74 | 74 | — | $3,554 | 新建仓 |
| NTR | NUTRIEN LTD COM | $3,525 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $3,516 | 0.00% | 20 | 20 | — | $3,516 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $3,348 | 0.00% | 43 | 43 | — | $3,348 | 新建仓 |
| ICLR | ICON PUB LTD CO SHS | $3,300 | 0.00% | 19 | 19 | — | $3,300 | 新建仓 |
| SSNC | SS&C TECH HLDGS COM | $3,289 | 0.00% | 53 | 53 | — | $3,289 | 新建仓 |
| — | OSPREY BITCOIN TRUST | $3,258 | 0.00% | 173 | 173 | — | $3,258 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $3,194 | 0.00% | 5 | 5 | — | $3,194 | 新建仓 |
| — | INVESCO QUALITY MUN INCOME TR COM | $3,168 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| AGNT | AGNT INC COM | $3,138 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $3,134 | 0.00% | 37 | 37 | — | $3,134 | 新建仓 |
| FDX | FEDEX CORP COM | $3,131 | 0.00% | 10 | 10 | — | $3,131 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC COM | $3,090 | 0.00% | 15 | 15 | — | $3,090 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM | $3,069 | 0.00% | 9 | -12,183 | -99.9% | -$415.44万 | 重新持有 |
| MCK | MCKESSON CORP COM | $3,022 | 0.00% | 4 | 4 | — | $3,022 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $3,015 | 0.00% | 29 | 29 | — | $3,015 | 新建仓 |
| HXL | HEXCEL CORP NEW COM | $3,002 | 0.00% | 30 | 30 | — | $3,002 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $2,988 | 0.00% | 14 | 14 | — | $2,988 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $2,955 | 0.00% | 12 | 12 | — | $2,955 | 新建仓 |
| FRMI | FERMI INC COM | $2,931 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $2,874 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $2,842 | 0.00% | 34 | 34 | — | $2,842 | 新建仓 |
| SNY | SANOFI SA SPONSORED ADR | $2,773 | 0.00% | 65 | 65 | — | $2,773 | 新建仓 |
| MMM | 3M CO COM | $2,752 | 0.00% | 17 | -115 | -87.1% | -$1.86万 | 重新持有 |
| EFX | EQUIFAX INC COM | $2,698 | 0.00% | 17 | 17 | — | $2,698 | 新建仓 |
| OMC | OMNICOM GROUP INC COM | $2,695 | 0.00% | 37 | -36 | -49.3% | -$2,622 | 重新持有 |
| MDT | MEDTRONIC PLC SHS | $2,660 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $2,621 | 0.00% | 50 | 50 | — | $2,621 | 新建仓 |
| INTU | INTUIT COM | $2,610 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD SHS | $2,578 | 0.00% | 51 | 51 | — | $2,578 | 新建仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $2,570 | 0.00% | 9 | 9 | — | $2,570 | 新建仓 |
| ROST | ROSS STORES INC COM | $2,554 | 0.00% | 12 | -49 | -80.3% | -$1.04万 | 减仓 |
| MHK | MOHAWK INDS INC COM | $2,548 | 0.00% | 21 | 21 | — | $2,548 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2,525 | 0.00% | 11 | -104 | -90.4% | -$2.39万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC COM | $2,495 | 0.00% | 11 | 11 | — | $2,495 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $2,445 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $2,434 | 0.00% | 17 | -128 | -88.3% | -$1.83万 | 重新持有 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2,352 | 0.00% | 9 | 9 | — | $2,352 | 新建仓 |
| TGT | TARGET CORP COM | $2,351 | 0.00% | 18 | 18 | — | $2,351 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $2,314 | 0.00% | 18 | 18 | — | $2,314 | 新建仓 |
| ZTS | ZOETIS INC CL A | $2,300 | 0.00% | 32 | -148 | -82.2% | -$1.06万 | 减仓 |
| SNDK | SANDISK CORP COM | $2,274 | 0.00% | 1 | 1 | — | $2,274 | 新建仓 |
| INGR | INGREDION INC COM | $2,273 | 0.00% | 24 | 24 | — | $2,273 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $2,160 | 0.00% | 88 | 88 | — | $2,160 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $2,155 | 0.00% | 26 | 26 | — | $2,155 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $2,029 | 0.00% | 18 | 18 | — | $2,029 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $1,960 | 0.00% | 7 | -26 | -78.8% | -$7,280 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,948 | 0.00% | 46 | -2,028 | -97.8% | -$8.59万 | 重新持有 |
| CAH | CARDINAL HEALTH INC COM | $1,900 | 0.00% | 8 | 8 | — | $1,900 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $1,898 | 0.00% | 26 | 26 | — | $1,898 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1,892 | 0.00% | 17 | -4 | -19.0% | -$445 | 重新持有 |
| CAE | CAE INC COM | $1,829 | 0.00% | 73 | 73 | — | $1,829 | 新建仓 |
| NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | $1,789 | 0.00% | 60 | 60 | — | $1,789 | 新建仓 |
| WKC | WORLD KINECT CORPORATION COM | $1,746 | 0.00% | 53 | 53 | — | $1,746 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1,704 | 0.00% | 44 | 44 | — | $1,704 | 新建仓 |
| STT | STATE STR CORP COM | $1,696 | 0.00% | 10 | 10 | — | $1,696 | 新建仓 |
| UGI | UGI CORP NEW COM | $1,658 | 0.00% | 48 | 48 | — | $1,658 | 新建仓 |
| NTRA | NATERA INC COM | $1,629 | 0.00% | 6 | 6 | — | $1,629 | 新建仓 |
| FLEX | FLEX LTD ORD | $1,621 | 0.00% | 10 | 10 | — | $1,621 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $1,567 | 0.00% | 7 | -8 | -53.3% | -$1,791 | 减仓 |
| PYPL | PAYPAL HLDGS INC COM | $1,554 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $1,548 | 0.00% | 7 | 7 | — | $1,548 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1,538 | 0.00% | 16 | -47 | -74.6% | -$4,518 | 减仓 |
| EPAM | EPAM SYS INC COM | $1,508 | 0.00% | 19 | 19 | — | $1,508 | 新建仓 |
| KVUE | KENVUE INC COM | $1,491 | 0.00% | 78 | -550 | -87.6% | -$1.05万 | 重新持有 |
| LKQ | LKQ CORP COM | $1,474 | 0.00% | 56 | 56 | — | $1,474 | 新建仓 |
| — | QORVO INC COM | $1,399 | 0.00% | 15 | 15 | — | $1,399 | 新建仓 |
| FEZ | STATE STREET SPDR EURO STOXX 50 ETF | $1,374 | 0.00% | 20 | 20 | — | $1,374 | 新建仓 |
| FISV | FISERV INC COM | $1,373 | 0.00% | 28 | 28 | — | $1,373 | 新建仓 |
| WELL | WELLTOWER INC COM | $1,362 | 0.00% | 6 | 6 | — | $1,362 | 新建仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,303 | 0.00% | 18 | 18 | — | $1,303 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $1,199 | 0.00% | 17 | 17 | — | $1,199 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $1,157 | 0.00% | 8 | 8 | — | $1,157 | 新建仓 |
| UNP | UNION PAC CORP COM | $1,088 | 0.00% | 4 | -211 | -98.1% | -$5.74万 | 重新持有 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $889 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $858 | 0.00% | 1 | 1 | — | $858 | 新建仓 |
| TWLO | TWILIO INC CL A | $825 | 0.00% | 4 | 4 | — | $825 | 新建仓 |
| STRA | STRATEGIC ED INC COM | $766 | 0.00% | 10 | 10 | — | $766 | 新建仓 |
| CLS | CELESTICA INC COM | $730 | 0.00% | 2 | 2 | — | $730 | 新建仓 |
| INSM | INSMED INC COM PAR $.01 | $640 | 0.00% | 6 | 6 | — | $640 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $610 | 0.00% | 6 | 6 | — | $610 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $606 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $512 | 0.00% | 8 | 8 | — | $512 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $471 | 0.00% | 3 | 3 | — | $471 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $412 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $367 | 0.00% | 10 | -1,990 | -99.5% | -$7.30万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $358 | 0.00% | 2 | 2 | — | $358 | 新建仓 |
| UNIT | UNITI GROUP LLC COM SHS | $333 | 0.00% | 29 | 29 | — | $333 | 新建仓 |
| — | GYRE THERAPEUTICS INC COM | $330 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $288 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $177 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $70 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CINGULATE INC WT EXP 121026 | $57 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | WW INTL INC COM NEW | $16 | 0.00% | 1 | 1 | — | $16 | 新建仓 |
| — | MICROCLOUD HOLOGRAM INC SHS CL A NEW | $3 | 0.00% | 2 | 2 | — | $3 | 新建仓 |