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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| — | NUVEEN DOW 30 DYNMC OVERWRT FD SHS | $0 | 0.00% | 0 | -339 | -100.0% | -$5,173 | 清仓 |
| VO | VANGUARD MID-CAP ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$4,934 | 清仓 |
| LAZ | LAZARD INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$4,856 | 清仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$4,710 | 清仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$3,851 | 清仓 |
| RELX | RELX PLC SPONSORED ADR | $0 | 0.00% | 0 | -91 | -100.0% | -$3,678 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$2,714 | 清仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,278 | 清仓 |
| RZLV | REZOLVE AI PLC ORD SHS | $0 | 0.00% | 0 | -500 | -100.0% | -$1,285 | 清仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$1,060 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $0 | 0.00% | 0 | -17 | -100.0% | -$524 | 清仓 |