13F 机构持仓

Goodman Advisory Group, LLC

NEEDHAM MA · SEC CIK 0001864123

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CWB 13.0%
SPYM 6.0%
SPYG 4.7%
ILCG 4.6%
FELG 4.6%
TSM 4.1%
NVDA 4.0%
RPRX 3.5%
GOOGL 3.5%
TOPT 2.9%

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
JVAL JPMORGAN US $00.00%0 -376,094-100.0% -$1,837.60万 清仓
PRF INVESCO FTSE $00.00%0 -386,316-100.0% -$1,836.16万 清仓
SPYV STATE STREET $00.00%0 -322,865-100.0% -$1,826.77万 清仓
VEEV VEEVA SYSTEMS $00.00%0 -30,858-100.0% -$542.05万 清仓
MSCI MSCI INC $00.00%0 -9,853-100.0% -$531.08万 清仓
FTNT FORTINET INC $00.00%0 -33,000-100.0% -$269.68万 清仓
GIL GILDAN ACTIVEWEAR $00.00%0 -42,976-100.0% -$239.16万 清仓
ALLE ALLEGION PUBLIC $00.00%0 -15,935-100.0% -$231.52万 清仓
MSI MOTOROLA SOLUTIONS $00.00%0 -4,959-100.0% -$215.21万 清仓
MCK MCKESSON CORP $00.00%0 -2,450-100.0% -$212.01万 清仓
PODD INSULET CORP $00.00%0 -8,620-100.0% -$180.88万 清仓
IQV IQVIA HOLDINGS $00.00%0 -8,997-100.0% -$153.44万 清仓
HUBB HUBBELL INC $00.00%0 -3,069-100.0% -$150.61万 清仓
BKNG BOOKING HOLDINGS $00.00%0 -8,875-100.0% -$149.47万 清仓
ABNB AIRBNB INC $00.00%0 -7,898-100.0% -$99.74万 清仓
HEI HEICO CORP $00.00%0 -1,932-100.0% -$52.98万 清仓
IYW ISHARES TECHNOLOGY $00.00%0 -2,809-100.0% -$50.96万 清仓
DXCM DEXCOM INC $00.00%0 -7,544-100.0% -$47.38万 清仓
SPGI S&P GLOBAL $00.00%0 -814-100.0% -$34.62万 清仓
LHX L3HARRIS TECHNOLOGIES $00.00%0 -607-100.0% -$20.95万 清仓
KTB KONTOOR BRANDS $00.00%0 -2,909-100.0% -$20.45万 清仓
MOAT VANECK MORNINGSTAR $00.00%0 -1,726-100.0% -$16.69万 清仓
AON AON PLC $00.00%0 -496-100.0% -$16.01万 清仓
LRGF ISHARES U S $00.00%0 -2,304-100.0% -$15.21万 清仓
OMFL INVESCO RUSSELL $00.00%0 -2,433-100.0% -$14.63万 清仓
— ISHARES INTEREST $00.00%0 -6,031-100.0% -$14.58万 清仓
IVW ISHARES S&P $00.00%0 -1,258-100.0% -$14.23万 清仓
VRTX VERTEX PHARMACEUTICALS $00.00%0 -311-100.0% -$13.89万 清仓
BOND PIMCO ACTIVE $00.00%0 -1,460-100.0% -$13.47万 清仓
GTO INVESCO TOTAL $00.00%0 -2,865-100.0% -$13.42万 清仓
TJX TJX COS $00.00%0 -840-100.0% -$13.41万 清仓
ACN ACCENTURE PLC $00.00%0 -650-100.0% -$12.89万 清仓
BRK/B BERKSHIRE HATHAWAY $00.00%0 -257-100.0% -$12.32万 清仓
PNC PNC FINANCIAL $00.00%0 -572-100.0% -$11.90万 清仓
WAB WABTEC $00.00%0 -470-100.0% -$11.75万 清仓
MRVL MARVELL TECHNOLOGY $00.00%0 -1,053-100.0% -$10.43万 清仓
CVX CHEVRON CORP $00.00%0 -499-100.0% -$10.32万 清仓
MUSA MURPHY USA $00.00%0 -201-100.0% -$9.93万 清仓
VOO VANGUARD S&P $00.00%0 -144-100.0% -$8.60万 清仓
WTW WILLIS TOWERS $00.00%0 -293-100.0% -$8.52万 清仓
TEL TE CONNECTIVITY $00.00%0 -386-100.0% -$8.07万 清仓
DHR DANAHER CORP $00.00%0 -388-100.0% -$7.36万 清仓
XLG INVESCO S&P $00.00%0 -1,344-100.0% -$7.33万 清仓
RTX RTX CORP $00.00%0 -346-100.0% -$6.67万 清仓
WSM WILLIAMS SONOMA $00.00%0 -356-100.0% -$6.49万 清仓
GLW CORNING INC $00.00%0 -462-100.0% -$6.28万 清仓
NFLX NETFLIX INC $00.00%0 -620-100.0% -$5.96万 清仓
OTTR OTTER TAIL $00.00%0 -667-100.0% -$5.85万 清仓
NXPI NXP SEMICONDUCTORS $00.00%0 -284-100.0% -$5.59万 清仓
PG PROCTER & GAMBLE $00.00%0 -351-100.0% -$5.07万 清仓
HD HOME DEPOT $00.00%0 -152-100.0% -$5.00万 清仓
ABBV ABBVIE INC $00.00%0 -205-100.0% -$4.46万 清仓
IXP ISHARES GLOBAL $00.00%0 -344-100.0% -$3.95万 清仓
T AT&T INC $00.00%0 -1,358-100.0% -$3.94万 清仓
JMUB JPMORGAN $00.00%0 -728-100.0% -$3.64万 清仓
TMO THERMO FISHER $00.00%0 -70-100.0% -$3.44万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -129-100.0% -$3.15万 清仓
XLV STATE STREET $00.00%0 -209-100.0% -$3.06万 清仓
SYK STRYKER CORP $00.00%0 -85-100.0% -$2.79万 清仓
JPM JPMORGAN CHASE $00.00%0 -93-100.0% -$2.74万 清仓
QQQJ INVESCO NASDAQ $00.00%0 -738-100.0% -$2.67万 清仓
CL COLGATE-PALMOLIVE $00.00%0 -280-100.0% -$2.39万 清仓
QQQ INVESCO QQQ $00.00%0 -41-100.0% -$2.37万 清仓
ADSK AUTODESK INC $00.00%0 -94-100.0% -$2.25万 清仓
AMG AFFILIATED MANAGERS $00.00%0 -81-100.0% -$2.24万 清仓
FISV FISERV INC $00.00%0 -395-100.0% -$2.20万 清仓
VZ VERIZON COMMUNICATIONS $00.00%0 -435-100.0% -$2.18万 清仓
XLF STATE STREET $00.00%0 -410-100.0% -$2.02万 清仓
GSLC GOLDMAN SACHS $00.00%0 -157-100.0% -$1.96万 清仓
RSP INVESCO S&P $00.00%0 -97-100.0% -$1.86万 清仓
PFE PFIZER INC $00.00%0 -614-100.0% -$1.72万 清仓
CTSH COGNIZANT TECH $00.00%0 -270-100.0% -$1.66万 清仓
OMC OMNICOM GROUP $00.00%0 -212-100.0% -$1.60万 清仓
JCI JOHNSON CONTROLS $00.00%0 -114-100.0% -$1.49万 清仓
SAN BANCO SANTANDER $00.00%0 -1,291-100.0% -$1.46万 清仓
DDOG DATADOG INC $00.00%0 -109-100.0% -$1.29万 清仓
VLTO VERALTO CORP $00.00%0 -138-100.0% -$1.22万 清仓
HUBS HUBSPOT INC $00.00%0 -49-100.0% -$1.20万 清仓
SPLV INVESCO S&P $00.00%0 -126-100.0% -$9,216 清仓
RGTI RIGETTI COMPUTING $00.00%0 -649-100.0% -$9,112 清仓
BMY BRISTOL MYERS $00.00%0 -143-100.0% -$8,673 清仓
GE GE AEROSPACE $00.00%0 -30-100.0% -$8,526 清仓
BLK BLACKROCK FDG $00.00%0 -8-100.0% -$7,694 清仓
— HONEYWELL INTL $00.00%0 -31-100.0% -$7,007 清仓
PEP PEPSICO INC $00.00%0 -44-100.0% -$6,833 清仓
INOD INNODATA INC $00.00%0 -171-100.0% -$6,604 清仓
INTC INTEL CORP $00.00%0 -135-100.0% -$5,958 清仓
IONQ IONQ INC $00.00%0 -180-100.0% -$5,189 清仓
ADP AUTOMATIC DATA $00.00%0 -25-100.0% -$5,080 清仓
QBTS DWAVE QUANTUM $00.00%0 -340-100.0% -$4,906 清仓
UNH UNITEDHEALTH GROUP $00.00%0 -18-100.0% -$4,871 清仓
PNQI INVESCO NASDAQ $00.00%0 -102-100.0% -$4,562 清仓
KLAC KLA CORP $00.00%0 -30-100.0% -$4,417 清仓
SOXX ISHARES SEMICONDUCTOR $00.00%0 -13-100.0% -$4,272 清仓
MDLZ MONDELEZ INTERNATIONAL $00.00%0 -73-100.0% -$4,208 清仓
RDDT REDDIT INC $00.00%0 -30-100.0% -$4,040 清仓
OWL BLUE OWL $00.00%0 -425-100.0% -$3,880 清仓
VRT VERTIV HOLDINGS $00.00%0 -15-100.0% -$3,759 清仓
NEM NEWMONT CORP $00.00%0 -25-100.0% -$2,706 清仓
IBM INTL BUSINESS $00.00%0 -11-100.0% -$2,666 清仓