Goodman Advisory Group, LLC
NEEDHAM MA · SEC CIK 0001864123
$3.85亿2026Q1 申报市值
183持仓数
47.1%前十大占比 · 第一大 12.4%
27 / 28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
MSCI 新建仓+$531.08万
ANET 加仓+$463.16万
FANG 新建仓+$312.77万
FER 新建仓+$279.92万
GIL 新建仓+$239.16万
2026Q1 卖出最多 按季末市值估算
RPRX 减仓-$549.72万
VUG 减仓-$306.80万
SHOP 清仓-$289.44万
USB 减仓-$287.21万
CBOE 减仓-$262.69万
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 |
|---|---|---|---|---|---|---|---|---|
| CWB | STATE STREET | $4,785.42万 | 12.42% | 522,882 | -13,432 | -2.5% | -$122.93万 | 减仓 |
| SPYM | STATE STREET | $2,306.64万 | 5.98% | 301,363 | -9,143 | -2.9% | -$69.98万 | 减仓 |
| JVAL | JPMORGAN US | $1,837.60万 | 4.77% | 376,094 | -22,137 | -5.6% | -$108.16万 | 减仓 |
| PRF | INVESCO FTSE | $1,836.16万 | 4.76% | 386,316 | -32,347 | -7.7% | -$153.75万 | 减仓 |
| SPYV | STATE STREET | $1,826.77万 | 4.74% | 322,865 | -20,731 | -6.0% | -$117.30万 | 减仓 |
| NVDA | NVIDIA CORP | $1,314.18万 | 3.41% | 75,354 | 1,110 | 1.5% | $19.36万 | 加仓 |
| GOOGL | ALPHABET INC | $1,190.41万 | 3.09% | 41,397 | -1,437 | -3.4% | -$41.32万 | 减仓 |
| TOPT | ISHARES TR | $1,096.93万 | 2.85% | 383,273 | -7,121 | -1.8% | -$20.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,013.15万 | 2.63% | 29,979 | -4,433 | -12.9% | -$149.82万 | 减仓 |
| AAPL | APPLE INC | $959.84万 | 2.49% | 37,820 | 2,815 | 8.0% | $71.44万 | 加仓 |
| QUS | STATE STREET | $956.75万 | 2.48% | 55,742 | -569 | -1.0% | -$9.77万 | 减仓 |
| IEF | ISHARES 7-10YR | $952.96万 | 2.47% | 99,849 | -3,604 | -3.5% | -$34.40万 | 减仓 |
| DYNF | ISHARES U S | $886.25万 | 2.30% | 152,328 | -5,289 | -3.4% | -$30.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $849.48万 | 2.20% | 22,948 | -2,082 | -8.3% | -$77.07万 | 减仓 |
| CBOE | CBOE GLOBAL | $845.83万 | 2.19% | 30,093 | -9,346 | -23.7% | -$262.69万 | 减仓 |
| TMFC | MOTLEY FOOL | $828.49万 | 2.15% | 125,586 | -2,769 | -2.2% | -$18.27万 | 减仓 |
| RPRX | ROYALTY PHARMA | $799.17万 | 2.07% | 166,598 | -114,596 | -40.8% | -$549.72万 | 减仓 |
| AMZN | AMAZON COM | $717.16万 | 1.86% | 34,434 | 1,541 | 4.7% | $32.09万 | 加仓 |
| — | XTRACKERS MUNI | $674.12万 | 1.75% | 273,644 | 28,787 | 11.8% | $70.92万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $660.40万 | 1.71% | 132,371 | -1,369 | -1.0% | -$6.83万 | 减仓 |
| MINT | PIMCO EHNANCED | $645.31万 | 1.67% | 64,165 | -1,749 | -2.7% | -$17.59万 | 减仓 |
| TLH | ISHARES 10-20YR | $641.90万 | 1.67% | 63,731 | -2,959 | -4.4% | -$29.80万 | 减仓 |
| USB | U S BANCORP DE | $637.91万 | 1.65% | 122,651 | -55,222 | -31.0% | -$287.21万 | 减仓 |
| AVGO | BROADCOM INC | $612.62万 | 1.59% | 19,793 | -638 | -3.1% | -$19.75万 | 减仓 |
| PZA | INVESCO NATIONAL | $561.64万 | 1.46% | 244,404 | -77,187 | -24.0% | -$177.38万 | 减仓 |
| PANW | PALO ALTO | $556.10万 | 1.44% | 34,687 | 7,710 | 28.6% | $123.61万 | 加仓 |
| VEEV | VEEVA SYSTEMS | $542.05万 | 1.41% | 30,858 | -246 | -0.8% | -$4.32万 | 减仓 |
| MSCI | MSCI INC | $531.08万 | 1.38% | 9,853 | 9,853 | — | $531.08万 | 新建仓 |
| VUG | VANGUARD GROWTH | $488.29万 | 1.27% | 11,179 | -7,024 | -38.6% | -$306.80万 | 减仓 |
| ANET | ARISTA NETWORKS | $463.63万 | 1.20% | 37,761 | 37,723 | 99,271.1% | $463.16万 | 加仓 |
| META | META PLATFORMS | $396.16万 | 1.03% | 6,924 | -3,227 | -31.8% | -$184.63万 | 减仓 |
| FANG | DIAMONDBACK ENERGY | $312.77万 | 0.81% | 15,813 | 15,813 | — | $312.77万 | 新建仓 |
| FER | FERROVIAL INTL | $279.92万 | 0.73% | 43,032 | 43,032 | — | $279.92万 | 新建仓 |
| FTNT | FORTINET INC | $269.68万 | 0.70% | 33,000 | 12,220 | 58.8% | $99.86万 | 加仓 |
| APH | AMPHENOL CORP | $269.02万 | 0.70% | 21,292 | -7,863 | -27.0% | -$99.35万 | 减仓 |
| BBVA | BANCO BILBAO | $242.41万 | 0.63% | 111,915 | -102,134 | -47.7% | -$221.22万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR | $239.16万 | 0.62% | 42,976 | 42,976 | — | $239.16万 | 新建仓 |
| ALLE | ALLEGION PUBLIC | $231.52万 | 0.60% | 15,935 | 15,935 | — | $231.52万 | 新建仓 |
| SNPS | SYNOPSYS INC | $221.08万 | 0.57% | 5,576 | 5,576 | — | $221.08万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS | $215.21万 | 0.56% | 4,959 | 4,959 | — | $215.21万 | 新建仓 |
| MCK | MCKESSON CORP | $212.01万 | 0.55% | 2,450 | 2,450 | — | $212.01万 | 新建仓 |
| V | VISA INC | $207.53万 | 0.54% | 6,867 | -3,835 | -35.8% | -$115.90万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $204.04万 | 0.53% | 10,510 | 10,510 | — | $204.04万 | 新建仓 |
| PODD | INSULET CORP | $180.88万 | 0.47% | 8,620 | 2,060 | 31.4% | $43.23万 | 加仓 |
| LRCX | LAM RESEARCH | $170.46万 | 0.44% | 7,978 | -60 | -0.7% | -$1.28万 | 减仓 |
| IQV | IQVIA HOLDINGS | $153.44万 | 0.40% | 8,997 | 8,997 | — | $153.44万 | 新建仓 |
| SPTL | STATE STREET | $151.10万 | 0.39% | 57,450 | -2,708 | -4.5% | -$7.12万 | 减仓 |
| HUBB | HUBBELL INC | $150.61万 | 0.39% | 3,069 | 3,069 | — | $150.61万 | 新建仓 |
| BKNG | BOOKING HOLDINGS | $149.47万 | 0.39% | 355 | -462 | -56.5% | -$194.52万 | 减仓 |
| ZROZ | PIMCO 25 | $148.67万 | 0.39% | 23,227 | -882 | -3.7% | -$5.65万 | 减仓 |
| TDG | TRANSDIGM GROUP | $138.78万 | 0.36% | 1,197 | -1,721 | -59.0% | -$199.54万 | 减仓 |
| JHML | JOHN HANCOCK | $119.69万 | 0.31% | 15,292 | -2,977 | -16.3% | -$23.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $103.18万 | 0.27% | 3,054 | 7 | 0.2% | $2,365 | 加仓 |
| QQQM | INVESCO NASDAQ | $100.87万 | 0.26% | 4,245 | 82 | 2.0% | $1.95万 | 加仓 |
| ABNB | AIRBNB INC | $99.74万 | 0.26% | 7,898 | 7,898 | — | $99.74万 | 新建仓 |
| BBUS | JPMORGAN BETABUILDERS | $86.84万 | 0.23% | 7,411 | 2,741 | 58.7% | $32.12万 | 加仓 |
| XLK | STATE STREET | $72.46万 | 0.19% | 5,452 | 305 | 5.9% | $4.05万 | 加仓 |
| CSCO | CISCO SYSTEMS | $70.06万 | 0.18% | 9,029 | 8,872 | 5,651.0% | $68.84万 | 加仓 |
| MUB | ISHARES NATIONAL | $65.09万 | 0.17% | 6,132 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $64.71万 | 0.17% | 1,295 | 134 | 11.5% | $6.70万 | 加仓 |
| XLC | STATE STREET | $60.50万 | 0.16% | 5,457 | 1,512 | 38.3% | $16.76万 | 加仓 |
| GOOG | ALPHABET INC | $56.65万 | 0.15% | 1,975 | -42 | -2.1% | -$1.20万 | 减仓 |
| XNTK | STATE STREET | $56.52万 | 0.15% | 2,214 | 70 | 3.3% | $1.79万 | 加仓 |
| IXN | ISHARES GLOBAL | $53.40万 | 0.14% | 5,342 | 5,342 | — | $53.40万 | 新建仓 |
| HEI | HEICO CORP | $52.98万 | 0.14% | 1,932 | 1,932 | — | $52.98万 | 新建仓 |
| IYW | ISHARES TECHNOLOGY | $50.96万 | 0.13% | 2,809 | 2,809 | — | $50.96万 | 新建仓 |
| DXCM | DEXCOM INC | $47.38万 | 0.12% | 7,544 | -11,944 | -61.3% | -$75.01万 | 减仓 |
| LLY | ELI LILLY | $42.31万 | 0.11% | 460 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $41.75万 | 0.11% | 419 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $41.28万 | 0.11% | 1,154 | 1,154 | — | $41.28万 | 新建仓 |
| SPGI | S&P GLOBAL | $34.62万 | 0.09% | 814 | 611 | 301.0% | $25.99万 | 加仓 |
| MELI | MERCADOLIBRE INC | $28.70万 | 0.07% | 166 | -96 | -36.6% | -$16.60万 | 减仓 |
| EQX | EQUINOX GOLD | $26.74万 | 0.07% | 18,495 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $26.30万 | 0.07% | 1,550 | 590 | 61.5% | $10.01万 | 加仓 |
| AME | AMETEK INC | $24.99万 | 0.06% | 1,166 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE | $23.22万 | 0.06% | 777 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES | $20.95万 | 0.05% | 607 | 607 | — | $20.95万 | 新建仓 |
| KTB | KONTOOR BRANDS | $20.45万 | 0.05% | 2,909 | 2,909 | — | $20.45万 | 新建仓 |
| CDNS | CADENCE DESIGN | $18.01万 | 0.05% | 648 | 648 | — | $18.01万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR | $16.69万 | 0.04% | 1,726 | 1,659 | 2,476.1% | $16.04万 | 加仓 |
| SPY | STATE STREET | $16.52万 | 0.04% | 254 | -48 | -15.9% | -$3.12万 | 减仓 |
| AMD | ADVANCED MICRO | $16.52万 | 0.04% | 812 | 762 | 1,524.0% | $15.50万 | 加仓 |
| AON | AON PLC | $16.01万 | 0.04% | 496 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES U S | $15.21万 | 0.04% | 2,304 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO RUSSELL | $14.63万 | 0.04% | 2,433 | 2,429 | 60,725.0% | $14.60万 | 加仓 |
| — | ISHARES INTEREST | $14.58万 | 0.04% | 6,031 | -345 | -5.4% | -$8,342 | 减仓 |
| IVW | ISHARES S&P | $14.23万 | 0.04% | 1,258 | -885 | -41.3% | -$10.01万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $13.89万 | 0.04% | 311 | -68 | -17.9% | -$3.04万 | 减仓 |
| BOND | PIMCO ACTIVE | $13.47万 | 0.03% | 1,460 | -84 | -5.4% | -$7,751 | 减仓 |
| GTO | INVESCO TOTAL | $13.42万 | 0.03% | 2,865 | -165 | -5.4% | -$7,727 | 减仓 |
| TJX | TJX COS | $13.41万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $12.89万 | 0.03% | 650 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $12.67万 | 0.03% | 429 | 273 | 175.0% | $8.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $12.32万 | 0.03% | 257 | -884 | -77.5% | -$42.36万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $12.19万 | 0.03% | 318 | 23 | 7.8% | $8,818 | 加仓 |
| PNC | PNC FINANCIAL | $11.90万 | 0.03% | 572 | 572 | — | $11.90万 | 新建仓 |
| WAB | WABTEC | $11.75万 | 0.03% | 470 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $10.43万 | 0.03% | 1,053 | 1,053 | — | $10.43万 | 新建仓 |
| CVX | CHEVRON CORP | $10.32万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA | $9.93万 | 0.03% | 201 | 0 | 0.0% | — | 不变 |