Goodman Advisory Group, LLC
NEEDHAM MA · SEC CIK 0001864123
$4.35亿2026Q2 申报市值
69持仓数
51.0%前十大占比 · 第一大 13.0%
1 / 117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
SPYG 加仓+$2,027.72万
ILCG 加仓+$2,002.72万
FELG 加仓+$2,002.26万
RPRX 加仓+$592.83万
TSM 加仓+$350.68万
2026Q2 卖出最多 按季末市值估算
JVAL 清仓-$1,837.60万
PRF 清仓-$1,836.16万
SPYV 清仓-$1,826.77万
VEEV 清仓-$542.05万
MSCI 清仓-$531.08万
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 |
|---|---|---|---|---|---|---|---|---|
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$2,260 | 清仓 |
| HPE | HEWLETT PACKARD | $0 | 0.00% | 0 | -89 | -100.0% | -$2,119 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,113 | 清仓 |
| COIN | COINBASE GLOBAL | $0 | 0.00% | 0 | -12 | -100.0% | -$2,095 | 清仓 |
| EL | ESTEE LAUDER | $0 | 0.00% | 0 | -25 | -100.0% | -$1,794 | 清仓 |
| ACHR | ARCHER AVIATION | $0 | 0.00% | 0 | -281 | -100.0% | -$1,453 | 清仓 |
| VLY | VALLEY NATIONAL | $0 | 0.00% | 0 | -100 | -100.0% | -$1,228 | 清仓 |
| DKNG | DRAFTKINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,081 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -76 | -100.0% | -$1,027 | 清仓 |
| XLY | STATE STREET | $0 | 0.00% | 0 | -8 | -100.0% | -$872 | 清仓 |
| XBI | STATE STREET | $0 | 0.00% | 0 | -6 | -100.0% | -$766 | 清仓 |
| GEHC | GE HEALTHCARE | $0 | 0.00% | 0 | -10 | -100.0% | -$712 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -26 | -100.0% | -$689 | 清仓 |
| SOLS | SOLSTICE ADVANCED | $0 | 0.00% | 0 | -7 | -100.0% | -$533 | 清仓 |
| SNY | SANOFI | $0 | 0.00% | 0 | -10 | -100.0% | -$482 | 清仓 |
| — | INVESCO S&P | $0 | 0.00% | 0 | -2 | -100.0% | -$118 | 清仓 |
| FELC | FIDELITY ENHANCED | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES | $8.96万 | 0.02% | 11,050 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD | $17.98万 | 0.04% | 18,495 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $21.19万 | 0.05% | 1,550 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $21.49万 | 0.05% | 287 | 287 | — | $21.49万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR | $21.65万 | 0.05% | 330 | 12 | 3.8% | $7,871 | 加仓 |
| SPY | STATE STREET | $23.45万 | 0.05% | 314 | 60 | 23.6% | $4.48万 | 加仓 |
| VV | VANGUARD LARGE | $26.72万 | 0.06% | 777 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $28.21万 | 0.06% | 1,166 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO | $28.41万 | 0.07% | 489 | -323 | -39.8% | -$18.76万 | 减仓 |
| ETN | EATON CORP | $29.06万 | 0.07% | 682 | -472 | -40.9% | -$20.11万 | 减仓 |
| MUB | ISHARES NATIONAL | $36.69万 | 0.08% | 3,409 | -2,723 | -44.4% | -$29.30万 | 减仓 |
| COST | COSTCO WHOLESALE | $39.20万 | 0.09% | 419 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $39.70万 | 0.09% | 773 | -522 | -40.3% | -$26.81万 | 减仓 |
| MELI | MERCADOLIBRE INC | $41.59万 | 0.10% | 245 | 79 | 47.6% | $13.41万 | 加仓 |
| CSCO | CISCO SYSTEMS | $48.17万 | 0.11% | 4,101 | -4,928 | -54.6% | -$57.88万 | 减仓 |
| LLY | ELI LILLY | $55.17万 | 0.13% | 460 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET | $56.14万 | 0.13% | 5,241 | -216 | -4.0% | -$2.31万 | 减仓 |
| GOOG | ALPHABET INC | $72.57万 | 0.17% | 2,054 | 79 | 4.0% | $2.79万 | 加仓 |
| IXN | ISHARES GLOBAL | $77.54万 | 0.18% | 5,367 | 25 | 0.5% | $3,612 | 加仓 |
| BBUS | JPMORGAN BETABUILDERS | $82.17万 | 0.19% | 6,099 | -1,312 | -17.7% | -$17.68万 | 减仓 |
| XNTK | STATE STREET | $84.85万 | 0.20% | 2,172 | -42 | -1.9% | -$1.64万 | 减仓 |
| XLK | STATE STREET | $111.73万 | 0.26% | 5,865 | 413 | 7.6% | $7.87万 | 加仓 |
| QQQM | INVESCO NASDAQ | $123.15万 | 0.28% | 4,065 | -180 | -4.2% | -$5.45万 | 减仓 |
| JHML | JOHN HANCOCK | $127.56万 | 0.29% | 14,304 | -988 | -6.5% | -$8.81万 | 减仓 |
| SPTL | STATE STREET | $141.02万 | 0.32% | 53,763 | -3,687 | -6.4% | -$9.67万 | 减仓 |
| ZROZ | PIMCO 25 | $143.59万 | 0.33% | 22,401 | -826 | -3.6% | -$5.29万 | 减仓 |
| CDNS | CADENCE DESIGN | $174.45万 | 0.40% | 4,648 | 4,000 | 617.3% | $150.13万 | 加仓 |
| NOW | SERVICENOW INC | $181.94万 | 0.42% | 18,326 | -23,016 | -55.7% | -$228.50万 | 重新持有 |
| GEV | GE VERNOVA | $187.62万 | 0.43% | 1,597 | 1,590 | 22,714.3% | $186.80万 | 加仓 |
| VUG | VANGUARD GROWTH | $233.76万 | 0.54% | 27,137 | -39,937 | -59.5% | -$344.02万 | 减仓 |
| MU | MICRON TECHNOLOGY | $301.50万 | 0.69% | 2,612 | -442 | -14.5% | -$51.02万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $323.05万 | 0.74% | 10,838 | 328 | 3.1% | $9.78万 | 加仓 |
| CME | CME GROUP | $336.48万 | 0.77% | 15,237 | 14,808 | 3,451.7% | $327.01万 | 加仓 |
| LRCX | LAM RESEARCH | $345.71万 | 0.79% | 7,978 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO | $355.95万 | 0.82% | 142,039 | 30,124 | 26.9% | $75.49万 | 加仓 |
| SNPS | SYNOPSYS INC | $375.55万 | 0.86% | 8,419 | 2,843 | 51.0% | $126.82万 | 加仓 |
| TDG | TRANSDIGM GROUP | $380.63万 | 0.87% | 2,857 | 1,660 | 138.7% | $221.16万 | 加仓 |
| FANG | DIAMONDBACK ENERGY | $382.26万 | 0.88% | 21,747 | 5,934 | 37.5% | $104.31万 | 加仓 |
| META | META PLATFORMS | $401.08万 | 0.92% | 7,120 | 196 | 2.8% | $11.04万 | 加仓 |
| V | VISA INC | $401.20万 | 0.92% | 11,694 | 4,827 | 70.3% | $165.60万 | 加仓 |
| MINT | PIMCO EHNANCED | $479.66万 | 1.10% | 47,581 | -16,584 | -25.8% | -$167.18万 | 减仓 |
| FER | FERROVIAL NV | $482.06万 | 1.11% | 70,261 | 27,229 | 63.3% | $186.82万 | 加仓 |
| APH | AMPHENOL CORP | $490.09万 | 1.13% | 27,796 | 6,504 | 30.5% | $114.68万 | 加仓 |
| PZA | INVESCO NATIONAL | $527.80万 | 1.21% | 224,404 | -20,000 | -8.2% | -$47.04万 | 减仓 |
| ANET | ARISTA NETWORKS | $582.72万 | 1.34% | 34,302 | -3,459 | -9.2% | -$58.76万 | 减仓 |
| TLH | ISHARES 10-20YR | $598.69万 | 1.38% | 59,660 | -4,071 | -6.4% | -$40.85万 | 减仓 |
| VTEB | VANGUARD MUNICIPAL | $605.78万 | 1.39% | 119,766 | -12,605 | -9.5% | -$63.76万 | 减仓 |
| — | XTRACKERS MUNI | $749.77万 | 1.72% | 296,233 | 22,589 | 8.3% | $57.17万 | 加仓 |
| AVGO | BROADCOM INC | $820.94万 | 1.89% | 21,732 | 1,939 | 9.8% | $73.25万 | 加仓 |
| IEF | ISHARES 7-10YR | $872.72万 | 2.01% | 92,283 | -7,566 | -7.6% | -$71.55万 | 减仓 |
| AMZN | AMAZON COM | $885.17万 | 2.03% | 37,139 | 2,705 | 7.9% | $64.47万 | 加仓 |
| USB | U S BANCORP DE | $913.84万 | 2.10% | 151,298 | 28,647 | 23.4% | $173.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $923.69万 | 2.12% | 24,763 | 1,815 | 7.9% | $67.70万 | 加仓 |
| CBOE | CBOE GLOBAL | $971.37万 | 2.23% | 40,028 | 9,935 | 33.0% | $241.10万 | 加仓 |
| TMFC | MOTLEY FOOL | $995.18万 | 2.29% | 130,669 | 5,083 | 4.0% | $38.71万 | 加仓 |
| PANW | PALO ALTO | $1,058.90万 | 2.43% | 31,051 | -3,636 | -10.5% | -$123.99万 | 减仓 |
| DYNF | ISHARES U S | $1,109.01万 | 2.55% | 163,066 | 10,738 | 7.0% | $73.03万 | 加仓 |
| QUS | STATE STREET | $1,120.83万 | 2.58% | 59,982 | 4,240 | 7.6% | $79.23万 | 加仓 |
| AAPL | APPLE INC | $1,218.42万 | 2.80% | 42,107 | 4,287 | 11.3% | $124.05万 | 加仓 |
| TOPT | ISHARES TR | $1,279.63万 | 2.94% | 388,708 | 5,435 | 1.4% | $17.89万 | 加仓 |
| GOOGL | ALPHABET INC | $1,526.11万 | 3.51% | 42,704 | 1,307 | 3.2% | $46.71万 | 加仓 |
| RPRX | ROYALTY PHARMA | $1,526.94万 | 3.51% | 272,328 | 105,730 | 63.5% | $592.83万 | 加仓 |
| NVDA | NVIDIA CORP | $1,739.24万 | 4.00% | 86,923 | 11,569 | 15.4% | $231.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,782.37万 | 4.10% | 37,322 | 7,343 | 24.5% | $350.68万 | 加仓 |
| FELG | FIDELITY ENHANCED | $2,005.13万 | 4.61% | 458,314 | 457,658 | 69,764.9% | $2,002.26万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR | $2,009.96万 | 4.62% | 171,762 | 171,143 | 27,648.3% | $2,002.72万 | 加仓 |
| SPYG | STATE STREET | $2,037.83万 | 4.68% | 171,260 | 170,410 | 20,048.2% | $2,027.72万 | 加仓 |
| SPYM | STATE STREET | $2,628.99万 | 6.04% | 299,157 | -2,206 | -0.7% | -$19.39万 | 减仓 |
| CWB | STATE STREET | $5,671.66万 | 13.04% | 526,030 | 3,148 | 0.6% | $33.94万 | 加仓 |