LifeGoal Investments, LLC
SARATOGA SPRINGS NY · SEC CIK 0002054684
$2.18亿2026Q2 申报市值
155持仓数
56.2%前十大占比 · 第一大 10.4%
48 / 7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
LRGF 加仓+$344.25万
CGGO 加仓+$267.11万
FEGE 加仓+$266.93万
DGRO 加仓+$170.30万
ALLW 新建仓+$117.88万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$126.10万
VUG 减仓-$60.81万
CGMU 减仓-$42.33万
JPIE 减仓-$37.50万
SGOV 减仓-$33.87万
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 |
|---|---|---|---|---|---|---|---|---|
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -385 | -100.0% | -$29.92万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,725 | -100.0% | -$29.65万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,655 | -100.0% | -$25.17万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$25.11万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,659 | -100.0% | -$24.30万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,819 | -100.0% | -$22.28万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,838 | -100.0% | -$20.91万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.69万 | 0.05% | 11,159 | 11,159 | — | $10.69万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $14.28万 | 0.07% | 10,349 | -872 | -7.8% | -$1.20万 | 减仓 |
| SNPS | SYNOPSYS INC | $20.16万 | 0.09% | 452 | 452 | — | $20.16万 | 新建仓 |
| V | VISA INC | $20.20万 | 0.09% | 589 | 2 | 0.3% | $686 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.40万 | 0.09% | 3,319 | 3,319 | — | $20.40万 | 新建仓 |
| ROST | ROSS STORES INC | $20.43万 | 0.09% | 960 | 960 | — | $20.43万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.62万 | 0.09% | 2,272 | 2,272 | — | $20.62万 | 新建仓 |
| ORCL | ORACLE CORP | $20.77万 | 0.10% | 1,417 | 1,417 | — | $20.77万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.77万 | 0.10% | 2,578 | 2,578 | — | $20.77万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.78万 | 0.10% | 4,606 | 4,606 | — | $20.78万 | 新建仓 |
| GM | GENERAL MTRS CO | $21.17万 | 0.10% | 2,746 | 2,746 | — | $21.17万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $21.17万 | 0.10% | 1,697 | 1,697 | — | $21.17万 | 新建仓 |
| SMH | VANECK ETF TRUST | $21.31万 | 0.10% | 325 | 325 | — | $21.31万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $21.40万 | 0.10% | 856 | 856 | — | $21.40万 | 新建仓 |
| GIS | GENERAL MILLS INC | $21.42万 | 0.10% | 6,155 | 6,155 | — | $21.42万 | 新建仓 |
| MLPA | GLOBAL X FDS | $21.44万 | 0.10% | 4,039 | 4,039 | — | $21.44万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $21.45万 | 0.10% | 250 | 250 | — | $21.45万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $21.78万 | 0.10% | 8,621 | 8,621 | — | $21.78万 | 新建仓 |
| IEFA | ISHARES TR | $21.92万 | 0.10% | 2,270 | 18 | 0.8% | $1,738 | 加仓 |
| EOG | EOG RES INC | $22.05万 | 0.10% | 1,700 | 1,700 | — | $22.05万 | 新建仓 |
| DHR | DANAHER CORP DEL | $22.10万 | 0.10% | 1,160 | 1,160 | — | $22.10万 | 新建仓 |
| MHK | MOHAWK INDS INC | $22.51万 | 0.10% | 1,855 | 1,855 | — | $22.51万 | 新建仓 |
| ESGD | ISHARES TR | $22.56万 | 0.10% | 2,194 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $22.67万 | 0.10% | 4,788 | -739 | -13.4% | -$3.50万 | 减仓 |
| VRSN | VERISIGN INC | $23.19万 | 0.11% | 922 | 922 | — | $23.19万 | 新建仓 |
| NYF | ISHARES TR | $23.27万 | 0.11% | 4,317 | -1,441 | -25.0% | -$7.77万 | 减仓 |
| COP | CONOCOPHILLIPS | $23.46万 | 0.11% | 2,257 | -236 | -9.5% | -$2.45万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $23.50万 | 0.11% | 381 | 381 | — | $23.50万 | 新建仓 |
| SHOP | SHOPIFY INC | $23.56万 | 0.11% | 2,063 | 2,063 | — | $23.56万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $23.64万 | 0.11% | 464 | -42 | -8.3% | -$2.14万 | 减仓 |
| CMI | CUMMINS INC | $24.04万 | 0.11% | 337 | 337 | — | $24.04万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.53万 | 0.11% | 1,804 | 1,804 | — | $24.53万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $24.65万 | 0.11% | 3,919 | 592 | 17.8% | $3.72万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $24.97万 | 0.11% | 3,219 | 33 | 1.0% | $2,560 | 加仓 |
| FTI | TECHNIPFMC PLC | $25.17万 | 0.12% | 3,796 | 27 | 0.7% | $1,790 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $25.47万 | 0.12% | 1,833 | 1,833 | — | $25.47万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $25.61万 | 0.12% | 723 | -128 | -15.0% | -$4.53万 | 减仓 |
| NFLX | NETFLIX INC. | $25.93万 | 0.12% | 3,631 | 1,391 | 62.1% | $9.93万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $26.10万 | 0.12% | 10,040 | 10,040 | — | $26.10万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $26.10万 | 0.12% | 11,654 | -289 | -2.4% | -$6,474 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.27万 | 0.12% | 550 | 550 | — | $26.27万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $26.44万 | 0.12% | 1,041 | -607 | -36.8% | -$15.42万 | 减仓 |
| C | CITIGROUP INC | $26.49万 | 0.12% | 1,893 | 1,893 | — | $26.49万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $26.51万 | 0.12% | 6,313 | 6,313 | — | $26.51万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $26.53万 | 0.12% | 3,671 | 3,671 | — | $26.53万 | 新建仓 |
| PSX | PHILLIPS 66 | $26.81万 | 0.12% | 1,586 | 410 | 34.9% | $6.93万 | 加仓 |
| SNOW | SNOWFLAKE INC | $27.05万 | 0.12% | 1,063 | 1,063 | — | $27.05万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $27.06万 | 0.12% | 893 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.22万 | 0.12% | 1,797 | 78 | 4.5% | $1.18万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $27.44万 | 0.13% | 1,646 | 1,646 | — | $27.44万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.47万 | 0.13% | 380 | 380 | — | $27.47万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.50万 | 0.13% | 1,875 | -509 | -21.4% | -$7.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $28.22万 | 0.13% | 1,560 | 39 | 2.6% | $7,056 | 加仓 |
| IAU | ISHARES GOLD TR | $28.50万 | 0.13% | 3,774 | 282 | 8.1% | $2.13万 | 加仓 |
| CB | CHUBB LIMITED | $28.69万 | 0.13% | 842 | 86 | 11.4% | $2.93万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.81万 | 0.13% | 3,487 | 163 | 4.9% | $1.35万 | 加仓 |
| TMUS | T-MOBILE US INC | $29.35万 | 0.13% | 1,750 | 1,750 | — | $29.35万 | 新建仓 |
| AON | AON PLC | $29.52万 | 0.14% | 890 | 890 | — | $29.52万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.82万 | 0.14% | 1,211 | 217 | 21.8% | $5.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $29.95万 | 0.14% | 952 | 201 | 26.8% | $6.32万 | 加仓 |
| EIX | EDISON INTL | $30.21万 | 0.14% | 4,058 | 133 | 3.4% | $9,902 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $31.60万 | 0.14% | 3,019 | 3,019 | — | $31.60万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.37万 | 0.15% | 5,618 | -1,206 | -17.7% | -$6.95万 | 减仓 |
| EME | EMCOR GROUP INC | $32.45万 | 0.15% | 391 | 13 | 3.4% | $1.08万 | 加仓 |
| BAC | BANK OF AMER CORP | $32.99万 | 0.15% | 5,789 | 5,789 | — | $32.99万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.10万 | 0.15% | 5,860 | 5,860 | — | $33.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.78万 | 0.15% | 675 | 49 | 7.8% | $2.45万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $33.80万 | 0.15% | 1,478 | 1,478 | — | $33.80万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $33.83万 | 0.15% | 9,999 | 9,999 | — | $33.83万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $33.92万 | 0.16% | 1,172 | 196 | 20.1% | $5.67万 | 加仓 |
| ASML | ASML HLDG NV | $34.62万 | 0.16% | 174 | 8 | 4.8% | $1.59万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $36.91万 | 0.17% | 13,926 | -4,164 | -23.0% | -$11.03万 | 减仓 |
| PCG | PG&E CORP | $37.03万 | 0.17% | 22,018 | -463 | -2.1% | -$7,788 | 减仓 |
| GDX | VANECK ETF TRUST | $37.10万 | 0.17% | 4,917 | 152 | 3.2% | $1.15万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $38.00万 | 0.17% | 1,135 | 307 | 37.1% | $10.28万 | 加仓 |
| EEM | ISHARES TR | $38.88万 | 0.18% | 5,684 | 5,684 | — | $38.88万 | 新建仓 |
| TER | TERADYNE INC | $40.01万 | 0.18% | 827 | 24 | 3.0% | $1.16万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.47万 | 0.19% | 2,017 | 831 | 70.1% | $16.67万 | 重新持有 |
| BLK | BLACKROCK INC | $41.35万 | 0.19% | 430 | 89 | 26.1% | $8.56万 | 加仓 |
| QUAL | ISHARES TR | $41.87万 | 0.19% | 1,908 | 3 | 0.2% | $658 | 加仓 |
| FTNT | FORTINET INC | $43.92万 | 0.20% | 2,859 | -261 | -8.4% | -$4.01万 | 减仓 |
| GE | GE AEROSPACE | $44.88万 | 0.21% | 1,201 | 223 | 22.8% | $8.33万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $45.00万 | 0.21% | 6,692 | -469 | -6.5% | -$3.15万 | 减仓 |
| ABNB | AIRBNB INC | $45.72万 | 0.21% | 3,195 | 632 | 24.7% | $9.04万 | 加仓 |
| — | EXXON MOBIL CORP | $46.38万 | 0.21% | 3,392 | -981 | -22.4% | -$13.41万 | 减仓 |
| INTU | INTUIT | $47.03万 | 0.22% | 1,802 | 12 | 0.7% | $3,132 | 加仓 |
| SPYG | SPDR SERIES TRUST | $47.05万 | 0.22% | 3,954 | 179 | 4.7% | $2.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.15万 | 0.22% | 504 | 77 | 18.0% | $7.20万 | 加仓 |
| GLD | SPDR GOLD TR | $48.41万 | 0.22% | 1,314 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $48.71万 | 0.22% | 25,392 | -657 | -2.5% | -$1.26万 | 减仓 |
| WMT | WALMART INC | $49.99万 | 0.23% | 4,413 | -2,277 | -34.0% | -$25.79万 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.34万 | 0.23% | 3,037 | 1,029 | 51.2% | $17.06万 | 加仓 |
| MUB | ISHARES TR | $50.89万 | 0.23% | 4,729 | 23 | 0.5% | $2,475 | 加仓 |