LifeGoal Investments, LLC
SARATOGA SPRINGS NY · SEC CIK 0002054684
$1.75亿2026Q1 申报市值
112持仓数
59.0%前十大占比 · 第一大 9.5%
42 / 3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
BOXX 加仓+$297.94万
LRGF 加仓+$240.98万
FEGE 加仓+$239.27万
GLDM 新建仓+$235.90万
CGGO 加仓+$192.84万
2026Q1 卖出最多 按季末市值估算
RING 减仓-$254.48万
GPZ 清仓-$203.12万
HTAB 减仓-$86.80万
NYF 减仓-$61.75万
SHYG 清仓-$43.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $177.42万 | 1.02% | 2,946 | -7 | -0.2% | -$4,216 | 减仓 |
| IGRO | ISHARES TR | $202.36万 | 1.16% | 23,888 | 3,546 | 17.4% | $30.04万 | 加仓 |
| GLDM | WORLD GOLD TR | $235.90万 | 1.35% | 25,011 | 25,011 | — | $235.90万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $240.68万 | 1.38% | 26,846 | 2,286 | 9.3% | $20.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $248.57万 | 1.42% | 7,690 | 8 | 0.1% | $2,586 | 加仓 |
| EMGF | ISHARES INC | $389.93万 | 2.23% | 63,755 | 6,624 | 11.6% | $40.51万 | 加仓 |
| AAPL | APPLE INC | $398.12万 | 2.28% | 15,574 | 2,635 | 20.4% | $67.36万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $432.25万 | 2.47% | 158,364 | 22,492 | 16.6% | $61.39万 | 加仓 |
| BOXX | EA SERIES TRUST | $548.38万 | 3.14% | 47,189 | 25,638 | 119.0% | $297.94万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $581.56万 | 3.33% | 126,673 | -9,029 | -6.7% | -$41.45万 | 减仓 |
| PYLD | PIMCO ETF TR | $692.99万 | 3.97% | 264,892 | 37,226 | 16.4% | $97.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $969.89万 | 5.55% | 21,960 | 278 | 1.3% | $12.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $988.65万 | 5.66% | 134,713 | 4,143 | 3.2% | $30.41万 | 加仓 |
| FEGE | RBB FUND TRUST | $1,343.61万 | 7.69% | 283,902 | 50,557 | 21.7% | $239.27万 | 加仓 |
| DGRO | ISHARES TR | $1,474.56万 | 8.44% | 210,145 | 16,518 | 8.5% | $115.90万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,609.80万 | 9.21% | 473,839 | 56,762 | 13.6% | $192.84万 | 加仓 |
| LRGF | ISHARES TR | $1,663.59万 | 9.52% | 250,341 | 36,263 | 16.9% | $240.98万 | 加仓 |