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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,272.86万 | 10.40% | 536,940 | 63,101 | 13.3% | $267.11万 | 加仓 |
| LRGF | ISHARES TR | $2,237.58万 | 10.24% | 295,859 | 45,518 | 18.2% | $344.25万 | 加仓 |
| DGRO | ISHARES TR | $1,762.99万 | 8.07% | 232,615 | 22,470 | 10.7% | $170.30万 | 加仓 |
| FEGE | RBB FUND TRUST | $1,655.77万 | 7.58% | 338,466 | 54,564 | 19.2% | $266.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,074.17万 | 4.92% | 124,701 | -7,059 | -5.4% | -$60.81万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $862.83万 | 3.95% | 117,536 | -17,177 | -12.8% | -$126.10万 | 减仓 |
| PYLD | PIMCO ETF TR | $710.38万 | 3.25% | 267,867 | 2,975 | 1.1% | $7.89万 | 加仓 |
| BOXX | EA SERIES TRUST | $633.60万 | 2.90% | 54,112 | 6,923 | 14.7% | $81.06万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $545.83万 | 2.50% | 118,529 | -8,144 | -6.4% | -$37.50万 | 减仓 |
| EMGF | ISHARES INC | $511.61万 | 2.34% | 69,835 | 6,080 | 9.5% | $44.54万 | 加仓 |
| AAPL | APPLE INC | $498.75万 | 2.28% | 17,236 | 1,662 | 10.7% | $48.09万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $431.17万 | 1.97% | 157,766 | -598 | -0.4% | -$1.63万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $295.58万 | 1.35% | 31,654 | 4,808 | 17.9% | $44.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $284.84万 | 1.30% | 7,698 | 8 | 0.1% | $2,960 | 加仓 |
| NVDA | NVIDIA CORPORATION | $277.17万 | 1.27% | 13,852 | 4,053 | 41.4% | $81.10万 | 加仓 |
| IGRO | ISHARES TR | $253.77万 | 1.16% | 28,861 | 4,973 | 20.8% | $43.73万 | 加仓 |
| AMZN | AMAZON COM INC | $238.17万 | 1.09% | 9,993 | 2,785 | 38.6% | $66.38万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $224.58万 | 1.03% | 51,006 | 12,695 | 33.1% | $55.90万 | 加仓 |
| GOOG | ALPHABET INC | $221.53万 | 1.01% | 6,270 | 319 | 5.4% | $11.27万 | 加仓 |
| GLDM | WORLD GOLD TR | $217.00万 | 0.99% | 27,323 | 2,312 | 9.2% | $18.36万 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $204.03万 | 0.93% | 57,360 | 10,250 | 21.8% | $36.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $202.23万 | 0.93% | 2,944 | -2 | -0.1% | -$1,374 | 减仓 |
| MSFT | MICROSOFT CORP | $170.39万 | 0.78% | 4,568 | 858 | 23.1% | $32.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $161.31万 | 0.74% | 1,397 | -36 | -2.5% | -$4.16万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $157.97万 | 0.72% | 20,993 | -739 | -3.4% | -$5.56万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $152.98万 | 0.70% | 40,783 | -2,813 | -6.5% | -$10.55万 | 减仓 |
| — | ISHARES TR | $142.84万 | 0.65% | 24,288 | -1,088 | -4.3% | -$6.40万 | 减仓 |
| AVGO | BROADCOM INC | $135.90万 | 0.62% | 3,598 | 718 | 24.9% | $27.12万 | 加仓 |
| MUNI | PIMCO ETF TR | $128.73万 | 0.59% | 24,473 | 124 | 0.5% | $6,523 | 加仓 |
| AGG | ISHARES TR | $125.25万 | 0.57% | 12,654 | 58 | 0.5% | $5,741 | 加仓 |
| ALLW | SSGA ACTIVE TR | $117.88万 | 0.54% | 40,275 | 40,275 | — | $117.88万 | 新建仓 |
| GOOGL | ALPHABET INC | $117.26万 | 0.54% | 3,281 | 370 | 12.7% | $13.22万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $102.42万 | 0.47% | 20,248 | -1,454 | -6.7% | -$7.35万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $98.94万 | 0.45% | 19,381 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $90.12万 | 0.41% | 32,807 | -15,408 | -32.0% | -$42.33万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $90.06万 | 0.41% | 24,372 | 4,294 | 21.4% | $15.87万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $88.78万 | 0.41% | 8,536 | 68 | 0.8% | $7,072 | 加仓 |
| LONZ | PIMCO ETF TR | $84.14万 | 0.39% | 17,063 | 17,063 | — | $84.14万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.28万 | 0.37% | 1,382 | 1,382 | — | $80.28万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $74.55万 | 0.34% | 1,012 | -1 | -0.1% | -$737 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.42万 | 0.34% | 2,243 | 383 | 20.6% | $12.54万 | 加仓 |
| SMLF | ISHARES TR | $72.29万 | 0.33% | 8,110 | -295 | -3.5% | -$2.63万 | 减仓 |
| VHT | VANGUARD WORLD FD | $72.18万 | 0.33% | 2,414 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $69.51万 | 0.32% | 1,234 | -82 | -6.2% | -$4.62万 | 减仓 |
| CAT | CATERPILLAR INC | $68.37万 | 0.31% | 642 | 64 | 11.1% | $6.82万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $67.63万 | 0.31% | 2,858 | 43 | 1.5% | $1.02万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $66.24万 | 0.30% | 1,037 | -131 | -11.2% | -$8.37万 | 减仓 |
| RING | ISHARES INC | $62.91万 | 0.29% | 9,739 | -503 | -4.9% | -$3.25万 | 减仓 |
| IUSB | ISHARES TR | $62.44万 | 0.29% | 13,529 | 1,938 | 16.7% | $8.94万 | 加仓 |
| FIX | COMFORT SYS USA INC | $61.04万 | 0.28% | 308 | 50 | 19.4% | $9.91万 | 加仓 |
| ACWV | ISHARES INC | $60.04万 | 0.27% | 4,994 | -166 | -3.2% | -$2.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.85万 | 0.27% | 788 | 29 | 3.8% | $2.17万 | 加仓 |
| GEV | GE VERNOVA INC | $58.74万 | 0.27% | 500 | 37 | 8.0% | $4.35万 | 加仓 |
| LLY | ELI LILLY & CO | $57.82万 | 0.26% | 482 | 17 | 3.7% | $2.04万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $55.92万 | 0.26% | 2,025 | 2,025 | — | $55.92万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $55.79万 | 0.26% | 7,830 | 16 | 0.2% | $1,140 | 加仓 |
| TSLA | TESLA INC | $54.47万 | 0.25% | 1,295 | 406 | 45.7% | $17.08万 | 加仓 |
| SNDK | SANDISK CORP | $52.98万 | 0.24% | 233 | 233 | — | $52.98万 | 新建仓 |
| CNC | CENTENE CORP DEL | $52.85万 | 0.24% | 8,233 | 560 | 7.3% | $3.59万 | 加仓 |
| USMV | ISHARES TR | $52.29万 | 0.24% | 5,420 | 5,420 | — | $52.29万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $51.53万 | 0.24% | 534 | 534 | — | $51.53万 | 新建仓 |
| SGOV | ISHARES TR | $51.46万 | 0.24% | 5,112 | -3,365 | -39.7% | -$33.87万 | 减仓 |
| MUB | ISHARES TR | $50.89万 | 0.23% | 4,729 | 23 | 0.5% | $2,475 | 加仓 |
| CVX | CHEVRON CORPORATION | $50.34万 | 0.23% | 3,037 | 1,029 | 51.2% | $17.06万 | 加仓 |
| WMT | WALMART INC | $49.99万 | 0.23% | 4,413 | -2,277 | -34.0% | -$25.79万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $48.71万 | 0.22% | 25,392 | -657 | -2.5% | -$1.26万 | 减仓 |
| GLD | SPDR GOLD TR | $48.41万 | 0.22% | 1,314 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $47.15万 | 0.22% | 504 | 77 | 18.0% | $7.20万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $47.05万 | 0.22% | 3,954 | 179 | 4.7% | $2.13万 | 加仓 |
| INTU | INTUIT | $47.03万 | 0.22% | 1,802 | 12 | 0.7% | $3,132 | 加仓 |
| — | EXXON MOBIL CORP | $46.38万 | 0.21% | 3,392 | -981 | -22.4% | -$13.41万 | 减仓 |
| ABNB | AIRBNB INC | $45.72万 | 0.21% | 3,195 | 632 | 24.7% | $9.04万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $45.00万 | 0.21% | 6,692 | -469 | -6.5% | -$3.15万 | 减仓 |
| GE | GE AEROSPACE | $44.88万 | 0.21% | 1,201 | 223 | 22.8% | $8.33万 | 加仓 |
| FTNT | FORTINET INC | $43.92万 | 0.20% | 2,859 | -261 | -8.4% | -$4.01万 | 减仓 |
| QUAL | ISHARES TR | $41.87万 | 0.19% | 1,908 | 3 | 0.2% | $658 | 加仓 |
| BLK | BLACKROCK INC | $41.35万 | 0.19% | 430 | 89 | 26.1% | $8.56万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.47万 | 0.19% | 2,017 | 831 | 70.1% | $16.67万 | 重新持有 |
| TER | TERADYNE INC | $40.01万 | 0.18% | 827 | 24 | 3.0% | $1.16万 | 加仓 |
| EEM | ISHARES TR | $38.88万 | 0.18% | 5,684 | 5,684 | — | $38.88万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $38.00万 | 0.17% | 1,135 | 307 | 37.1% | $10.28万 | 加仓 |
| GDX | VANECK ETF TRUST | $37.10万 | 0.17% | 4,917 | 152 | 3.2% | $1.15万 | 加仓 |
| PCG | PG&E CORP | $37.03万 | 0.17% | 22,018 | -463 | -2.1% | -$7,788 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $36.91万 | 0.17% | 13,926 | -4,164 | -23.0% | -$11.03万 | 减仓 |
| ASML | ASML HLDG NV | $34.62万 | 0.16% | 174 | 8 | 4.8% | $1.59万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $33.92万 | 0.16% | 1,172 | 196 | 20.1% | $5.67万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $33.83万 | 0.15% | 9,999 | 9,999 | — | $33.83万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $33.80万 | 0.15% | 1,478 | 1,478 | — | $33.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.78万 | 0.15% | 675 | 49 | 7.8% | $2.45万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.10万 | 0.15% | 5,860 | 5,860 | — | $33.10万 | 新建仓 |
| BAC | BANK OF AMER CORP | $32.99万 | 0.15% | 5,789 | 5,789 | — | $32.99万 | 新建仓 |
| EME | EMCOR GROUP INC | $32.45万 | 0.15% | 391 | 13 | 3.4% | $1.08万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.37万 | 0.15% | 5,618 | -1,206 | -17.7% | -$6.95万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $31.60万 | 0.14% | 3,019 | 3,019 | — | $31.60万 | 新建仓 |
| EIX | EDISON INTL | $30.21万 | 0.14% | 4,058 | 133 | 3.4% | $9,902 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $29.95万 | 0.14% | 952 | 201 | 26.8% | $6.32万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.82万 | 0.14% | 1,211 | 217 | 21.8% | $5.34万 | 加仓 |
| AON | AON PLC | $29.52万 | 0.14% | 890 | 890 | — | $29.52万 | 新建仓 |
| TMUS | T-MOBILE US INC | $29.35万 | 0.13% | 1,750 | 1,750 | — | $29.35万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.81万 | 0.13% | 3,487 | 163 | 4.9% | $1.35万 | 加仓 |