GoalFusion Wealth Management, LLC
AUSTIN TX · SEC CIK 0001895678
$2.20亿2026Q1 申报市值
30持仓数
92.8%前十大占比 · 第一大 24.4%
4 / 1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
AGG 加仓+$237.03万
IVV 加仓+$147.17万
VUG 加仓+$98.15万
VCIT 加仓+$74.89万
CMF 新建仓+$42.65万
2026Q1 卖出最多 按季末市值估算
VDE 减仓-$92.23万
BLACKBOXSTOCKS I 清仓-$22.26万
AAPL 减仓-$1.80万
HD 减仓-$3,617
META 减仓-$2,861
2026Q1 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 | $5,374.42万 | 24.38% | 82,277 | 2,253 | 2.8% | $147.17万 | 加仓 |
| AGG | ISHARES TR | $5,198.55万 | 23.58% | 523,677 | 23,877 | 4.8% | $237.03万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,778.22万 | 12.60% | 200,854 | 1,698 | 0.9% | $23.49万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,052.61万 | 9.31% | 248,049 | 9,050 | 3.8% | $74.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,484.29万 | 6.73% | 56,670 | 788 | 1.4% | $20.64万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $887.95万 | 4.03% | 20,329 | 2,247 | 12.4% | $98.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $878.32万 | 3.98% | 44,766 | 1,394 | 3.2% | $27.35万 | 加仓 |
| GLD | SPDR GOLD TR | $674.05万 | 3.06% | 15,665 | 30 | 0.2% | $1.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $581.40万 | 2.64% | 107,568 | 2,683 | 2.6% | $14.50万 | 加仓 |
| VDE | VANGUARD WORLD FD | $544.99万 | 2.47% | 31,495 | -5,330 | -14.5% | -$92.23万 | 减仓 |
| VO | VANGUARD INDEX FDS | $365.49万 | 1.66% | 12,727 | 748 | 6.2% | $21.48万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $311.86万 | 1.41% | 42,349 | 462 | 1.1% | $3.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $184.73万 | 0.84% | 10,592 | 756 | 7.7% | $13.19万 | 加仓 |
| AAPL | APPLE INC | $106.67万 | 0.48% | 4,203 | -71 | -1.7% | -$1.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $84.83万 | 0.38% | 4,170 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $69.25万 | 0.31% | 1,871 | 273 | 17.1% | $10.10万 | 加仓 |
| AIZ | ASSURANT INC | $51.71万 | 0.23% | 2,374 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $50.29万 | 0.23% | 879 | -5 | -0.6% | -$2,861 | 减仓 |
| GOOG | ALPHABET INC | $44.24万 | 0.20% | 1,542 | 18 | 1.2% | $5,164 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.47万 | 0.20% | 1,355 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $43.28万 | 0.20% | 4,660 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $42.65万 | 0.19% | 7,500 | 7,500 | — | $42.65万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $42.24万 | 0.19% | 5,625 | 500 | 9.8% | $3.76万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $24.99万 | 0.11% | 1,260 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.92万 | 0.11% | 758 | -11 | -1.4% | -$3,617 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $23.72万 | 0.11% | 691 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.28万 | 0.11% | 1,125 | 1,125 | — | $23.28万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.98万 | 0.10% | 1,400 | 1,400 | — | $22.98万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.22万 | 0.09% | 834 | 0 | 0.0% | — | 不变 |
| ALOY | REALLOYS INC | $12.69万 | 0.06% | 13,000 | 13,000 | — | $12.69万 | 新建仓 |
| — | BLACKBOXSTOCKS INC | $0 | 0.00% | 0 | -27,500 | -100.0% | -$22.26万 | 清仓 |