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 |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | $1,663.59万 | 9.52% | 250,341 | 36,263 | 16.9% | $240.98万 | 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 |
| DGRO | ISHARES TR | $1,474.56万 | 8.44% | 210,145 | 16,518 | 8.5% | $115.90万 | 加仓 |
| FEGE | RBB FUND TRUST | $1,343.61万 | 7.69% | 283,902 | 50,557 | 21.7% | $239.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $988.65万 | 5.66% | 134,713 | 4,143 | 3.2% | $30.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $969.89万 | 5.55% | 21,960 | 278 | 1.3% | $12.28万 | 加仓 |
| PYLD | PIMCO ETF TR | $692.99万 | 3.97% | 264,892 | 37,226 | 16.4% | $97.39万 | 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 |
| BOXX | EA SERIES TRUST | $548.38万 | 3.14% | 47,189 | 25,638 | 119.0% | $297.94万 | 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 |
| AAPL | APPLE INC | $398.12万 | 2.28% | 15,574 | 2,635 | 20.4% | $67.36万 | 加仓 |
| EMGF | ISHARES INC | $389.93万 | 2.23% | 63,755 | 6,624 | 11.6% | $40.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $248.57万 | 1.42% | 7,690 | 8 | 0.1% | $2,586 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $240.68万 | 1.38% | 26,846 | 2,286 | 9.3% | $20.49万 | 加仓 |
| GLDM | WORLD GOLD TR | $235.90万 | 1.35% | 25,011 | 25,011 | — | $235.90万 | 新建仓 |
| IGRO | ISHARES TR | $202.36万 | 1.16% | 23,888 | 3,546 | 17.4% | $30.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $177.42万 | 1.02% | 2,946 | -7 | -0.2% | -$4,216 | 减仓 |
| GOOG | ALPHABET INC | $175.51万 | 1.00% | 5,951 | 489 | 9.0% | $14.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.22万 | 0.99% | 9,799 | 3,738 | 61.7% | $65.70万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $161.86万 | 0.93% | 21,732 | 1,065 | 5.2% | $7.93万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $157.29万 | 0.90% | 38,311 | 38,311 | — | $157.29万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $157.21万 | 0.90% | 43,596 | 56 | 0.1% | $2,019 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $156.54万 | 0.90% | 47,110 | 47,110 | — | $156.54万 | 新建仓 |
| AMZN | AMAZON COM INC | $151.78万 | 0.87% | 7,208 | -225 | -3.0% | -$4.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $137.03万 | 0.78% | 3,710 | 1,525 | 69.8% | $56.33万 | 加仓 |
| — | ISHARES TR | $133.78万 | 0.77% | 25,376 | -28 | -0.1% | -$1,476 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $131.14万 | 0.75% | 48,215 | 3,015 | 6.7% | $8.20万 | 加仓 |
| MUNI | PIMCO ETF TR | $126.93万 | 0.73% | 24,349 | 4,858 | 24.9% | $25.33万 | 加仓 |
| AGG | ISHARES TR | $124.70万 | 0.71% | 12,596 | -1,490 | -10.6% | -$14.75万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $115.05万 | 0.66% | 19,381 | -320 | -1.6% | -$1.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $108.32万 | 0.62% | 21,702 | -99 | -0.5% | -$4,941 | 减仓 |
| AVGO | BROADCOM INC | $90.29万 | 0.52% | 2,880 | 1,046 | 57.0% | $32.79万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $86.70万 | 0.50% | 8,468 | 8,468 | — | $86.70万 | 新建仓 |
| GOOGL | ALPHABET INC | $86.57万 | 0.50% | 2,911 | 677 | 30.3% | $20.13万 | 加仓 |
| SGOV | ISHARES TR | $85.10万 | 0.49% | 8,477 | -1,149 | -11.9% | -$11.53万 | 减仓 |
| RING | ISHARES INC | $84.62万 | 0.48% | 10,242 | -30,801 | -75.0% | -$254.48万 | 减仓 |
| WMT | WALMART INC | $83.46万 | 0.48% | 6,690 | 834 | 14.2% | $10.40万 | 加仓 |
| INTU | INTUIT | $76.23万 | 0.44% | 1,790 | 1,790 | — | $76.23万 | 新建仓 |
| META | META PLATFORMS INC | $76.21万 | 0.44% | 1,316 | 77 | 6.2% | $4.46万 | 加仓 |
| — | EXXON MOBIL CORP | $70.31万 | 0.40% | 4,373 | -53 | -1.2% | -$8,521 | 减仓 |
| — | BLACKROCK ETF TRUST II | $68.83万 | 0.39% | 20,078 | -5,286 | -20.8% | -$18.12万 | 减仓 |
| VHT | VANGUARD WORLD FD | $66.26万 | 0.38% | 2,414 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $63.91万 | 0.37% | 8,405 | -15 | -0.2% | -$1,141 | 减仓 |
| ACWV | ISHARES INC | $61.67万 | 0.35% | 5,160 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.72万 | 0.35% | 2,815 | 11 | 0.4% | $2,373 | 加仓 |
| QQQ | INVESCO QQQ TR | $59.21万 | 0.34% | 1,013 | 553 | 120.2% | $32.32万 | 加仓 |
| GLD | SPDR GOLD TR | $57.53万 | 0.33% | 1,314 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.94万 | 0.31% | 1,860 | 468 | 33.6% | $13.82万 | 加仓 |
| IUSB | ISHARES TR | $53.42万 | 0.31% | 11,591 | -1,743 | -13.1% | -$8.03万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $52.73万 | 0.30% | 1,433 | 1,433 | — | $52.73万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.90万 | 0.29% | 7,814 | 574 | 7.9% | $3.74万 | 加仓 |
| MUB | ISHARES TR | $50.03万 | 0.29% | 4,706 | -1,753 | -27.1% | -$18.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $49.73万 | 0.28% | 759 | -6 | -0.8% | -$3,931 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $49.68万 | 0.28% | 26,049 | -45,516 | -63.6% | -$86.80万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.05万 | 0.27% | 18,090 | -7,212 | -28.5% | -$19.16万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $46.97万 | 0.27% | 7,161 | -2,811 | -28.2% | -$18.44万 | 减仓 |
| GDX | VANECK ETF TRUST | $45.75万 | 0.26% | 4,765 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $44.39万 | 0.25% | 465 | 230 | 97.9% | $21.95万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.55万 | 0.24% | 427 | 427 | — | $42.55万 | 新建仓 |
| CAT | CATERPILLAR INC | $42.21万 | 0.24% | 578 | 1 | 0.2% | $730 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $42.12万 | 0.24% | 6,824 | 6,824 | — | $42.12万 | 新建仓 |
| GEV | GE VERNOVA INC | $41.43万 | 0.24% | 463 | 463 | — | $41.43万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $40.23万 | 0.23% | 1,648 | -38 | -2.3% | -$9,277 | 减仓 |
| PCG | PG&E CORP | $39.90万 | 0.23% | 22,481 | 12,284 | 120.5% | $21.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.63万 | 0.23% | 2,008 | 178 | 9.7% | $3.51万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $37.45万 | 0.21% | 3,775 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $36.86万 | 0.21% | 258 | 258 | — | $36.86万 | 新建仓 |
| QUAL | ISHARES TR | $36.72万 | 0.21% | 1,905 | 20 | 1.1% | $3,855 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $34.77万 | 0.20% | 1,168 | 1,168 | — | $34.77万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $34.35万 | 0.20% | 2,384 | 2,384 | — | $34.35万 | 新建仓 |
| TSLA | TESLA INC | $33.89万 | 0.19% | 889 | 889 | — | $33.89万 | 新建仓 |
| BLK | BLACKROCK INC | $32.65万 | 0.19% | 341 | 341 | — | $32.65万 | 新建仓 |
| ABNB | AIRBNB INC | $32.09万 | 0.18% | 2,563 | 2,563 | — | $32.09万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.01万 | 0.18% | 2,493 | -292 | -10.5% | -$3.75万 | 减仓 |
| IAU | ISHARES GOLD TR | $31.32万 | 0.18% | 3,492 | 630 | 22.0% | $5.65万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $31.25万 | 0.18% | 506 | 506 | — | $31.25万 | 新建仓 |
| NYF | ISHARES TR | $30.60万 | 0.18% | 5,758 | -11,621 | -66.9% | -$61.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.95万 | 0.17% | 626 | 178 | 39.7% | $8.52万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.92万 | 0.17% | 385 | 385 | — | $29.92万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $29.83万 | 0.17% | 851 | 851 | — | $29.83万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.65万 | 0.17% | 1,725 | 1,725 | — | $29.65万 | 新建仓 |
| EIX | EDISON INTL | $28.88万 | 0.17% | 3,925 | 3,925 | — | $28.88万 | 新建仓 |
| EME | EMCOR GROUP INC | $28.71万 | 0.16% | 378 | 378 | — | $28.71万 | 新建仓 |
| GE | GE AEROSPACE | $28.62万 | 0.16% | 978 | 978 | — | $28.62万 | 新建仓 |
| TJX | TJX COS INC NEW | $27.85万 | 0.16% | 1,719 | 1,719 | — | $27.85万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $26.47万 | 0.15% | 11,943 | 19 | 0.2% | $421 | 加仓 |
| FTI | TECHNIPFMC PLC | $26.30万 | 0.15% | 3,769 | 3,769 | — | $26.30万 | 新建仓 |
| CNC | CENTENE CORP DEL | $26.05万 | 0.15% | 7,673 | 7,673 | — | $26.05万 | 新建仓 |
| JBBB | JANUS DETROIT STR TR | $25.92万 | 0.15% | 5,527 | -2,817 | -33.8% | -$13.21万 | 减仓 |
| FTNT | FORTINET INC | $25.32万 | 0.14% | 3,120 | 3,120 | — | $25.32万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $25.17万 | 0.14% | 7,655 | 7,655 | — | $25.17万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.11万 | 0.14% | 60 | 60 | — | $25.11万 | 新建仓 |
| TER | TERADYNE INC | $25.07万 | 0.14% | 803 | 803 | — | $25.07万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $24.73万 | 0.14% | 756 | 756 | — | $24.73万 | 新建仓 |
| VPLS | VANGUARD MALVERN FDS | $24.63万 | 0.14% | 3,186 | -51 | -1.6% | -$3,943 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.30万 | 0.14% | 1,659 | 1,659 | — | $24.30万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $23.93万 | 0.14% | 1,521 | 1,521 | — | $23.93万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $23.51万 | 0.13% | 893 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $22.89万 | 0.13% | 554 | -105 | -15.9% | -$4.34万 | 减仓 |
| ASML | ASML HLDG NV | $22.57万 | 0.13% | 166 | 166 | — | $22.57万 | 新建仓 |