GoalFusion Wealth Management, LLC
AUSTIN TX · SEC CIK 0001895678
$2.48亿2026Q2 申报市值
32持仓数
91.6%前十大占比 · 第一大 25.2%
5 / 3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
AGG 加仓+$361.37万
VCIT 加仓+$117.96万
IVV 加仓+$68.07万
TSM 新建仓+$65.62万
AAPL 加仓+$52.40万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$46.47万
ACN 清仓-$24.99万
CVX 清仓-$23.28万
BND 减仓-$16.45万
DELL 减仓-$14.37万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $6,229.72万 | 25.15% | 83,186 | 909 | 1.1% | $68.07万 | 加仓 |
| AGG | ISHARES TR | $5,544.72万 | 22.39% | 560,186 | 36,509 | 7.0% | $361.37万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,168.02万 | 12.79% | 201,849 | 995 | 0.5% | $15.62万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,168.08万 | 8.75% | 262,321 | 14,272 | 5.8% | $117.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,740.33万 | 7.03% | 57,414 | 744 | 1.3% | $22.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,054.90万 | 4.26% | 122,463 | 489 | 0.4% | $4.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,002.81万 | 4.05% | 46,015 | 1,249 | 2.8% | $27.22万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $656.85万 | 2.65% | 110,044 | 2,476 | 2.3% | $14.78万 | 加仓 |
| GLD | SPDR GOLD TR | $595.63万 | 2.41% | 16,169 | 504 | 3.2% | $18.57万 | 加仓 |
| VDE | VANGUARD WORLD FD | $520.03万 | 2.10% | 34,639 | 3,144 | 10.0% | $47.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $433.41万 | 1.75% | 53,793 | 2,885 | 5.7% | $23.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $294.43万 | 1.19% | 40,108 | -2,241 | -5.3% | -$16.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $241.60万 | 0.98% | 12,074 | 1,482 | 14.0% | $29.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $195.77万 | 0.79% | 3,370 | -800 | -19.2% | -$46.47万 | 减仓 |
| AAPL | APPLE INC | $174.02万 | 0.70% | 6,014 | 1,811 | 43.1% | $52.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $78.89万 | 0.32% | 2,115 | 244 | 13.0% | $9.10万 | 加仓 |
| GOOG | ALPHABET INC | $73.25万 | 0.30% | 2,073 | 531 | 34.4% | $18.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.62万 | 0.26% | 1,374 | 1,374 | — | $65.62万 | 新建仓 |
| AIZ | ASSURANT INC | $58.38万 | 0.24% | 2,174 | -200 | -8.4% | -$5.37万 | 减仓 |
| META | META PLATFORMS INC | $52.33万 | 0.21% | 929 | 50 | 5.7% | $2.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $50.14万 | 0.20% | 1,355 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.11万 | 0.19% | 5,625 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $46.04万 | 0.19% | 1,067 | -333 | -23.8% | -$14.37万 | 减仓 |
| HD | HOME DEPOT INC | $44.53万 | 0.18% | 1,263 | 505 | 66.6% | $17.81万 | 加仓 |
| CMF | ISHARES TR | $43.23万 | 0.17% | 7,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $40.90万 | 0.17% | 4,660 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $32.09万 | 0.13% | 905 | 905 | — | $32.09万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $24.48万 | 0.10% | 691 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $23.83万 | 0.10% | 600 | 600 | — | $23.83万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.45万 | 0.09% | 834 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $21.69万 | 0.09% | 910 | 910 | — | $21.69万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $20.13万 | 0.08% | 2,290 | 2,290 | — | $20.13万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,260 | -100.0% | -$24.99万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,125 | -100.0% | -$23.28万 | 清仓 |
| ALOY | REALLOYS INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$12.69万 | 清仓 |