13F 机构持仓

Go Invest LLC

WEST JORDAN UT · SEC CIK 0002139692

2026Q22026Q1 更早 9 个季度 🔒
$3.49亿2026Q1 申报市值
121持仓数
96.0%前十大占比 · 第一大 31.6%
13 / 4新建仓 / 清仓
申报市值走势$4.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 31.6%
USTB 29.5%
IWF 12.3%
HFXI 10.5%
VUG 4.5%
BIV 2.5%
FTEC 1.7%
SGOL 1.3%
VGT 1.3%
VDE 0.9%

2026Q1 买入最多 按季末市值估算

HFXI 加仓+$3,303.83万
VOO 加仓+$1,986.61万
USTB 加仓+$1,600.76万
BIV 新建仓+$864.82万
IWF 加仓+$852.89万

2026Q1 卖出最多 按季末市值估算

IQLT 减仓-$3,174.10万
SCHD 减仓-$807.26万
VHT 减仓-$13.21万
SPYD 减仓-$8,420
THNQ 清仓-$5,731

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
— CAMBRIA ETF TR $15.37万0.04%5,149 3,880305.8% $11.58万 加仓
VEA VANGUARD TAX-MANAGED FDS $19.00万0.05%2,965 60.2% $384 加仓
BITQ BITWISE FUNDS TRUST $23.05万0.07%12,221 9428.4% $1.78万 加仓
VTV VANGUARD INDEX FDS $25.96万0.07%1,323 90.7% $1,766 加仓
REZ ISHARES TR $29.89万0.09%3,592 52217.0% $4.34万 加仓
JPSE J P MORGAN EXCHANGE TRADED F $57.45万0.16%10,958 1,61517.3% $8.47万 加仓
SPYG SPDR SERIES TRUST $71.03万0.20%7,255 3735.4% $3.65万 加仓
XLRE SELECT SECTOR SPDR TR $72.49万0.21%17,755 4,32032.2% $17.64万 加仓
FNCL FIDELITY COVINGTON TRUST $79.50万0.23%11,325 1,11911.0% $7.86万 加仓
SPSM SPDR SERIES TRUST $84.54万0.24%17,495 6954.1% $3.36万 加仓
IQLT ISHARES TR $84.93万0.24%18,372 -686,584-97.4% -$3,174.10万 减仓
IJR ISHARES TR $89.84万0.26%7,227 3635.3% $4.51万 加仓
VHT VANGUARD WORLD FD $104.81万0.30%3,849 -485-11.2% -$13.21万 减仓
IBIT ISHARES BITCOIN TRUST ETF $108.41万0.31%28,218 7,49136.1% $28.78万 加仓
FNDX SCHWAB STRATEGIC TR $115.88万0.33%41,610 5,94316.7% $16.55万 加仓
ICSH ISHARES TR $196.04万0.56%38,728 12,47947.5% $63.17万 加仓
VDE VANGUARD WORLD FD $301.50万0.86%17,424 3,90828.9% $67.62万 加仓
VGT VANGUARD WORLD FD $437.24万1.25%6,267 1,19423.5% $83.30万 加仓
SGOL ETFS GOLD TR $469.89万1.35%105,310 22,70227.5% $101.30万 加仓
FTEC FIDELITY COVINGTON TRUST $592.26万1.70%28,467 1,9647.4% $40.86万 加仓
BIV VANGUARD BD INDEX FDS $864.82万2.48%112,053 112,053— $864.82万 新建仓
VUG VANGUARD INDEX FDS $1,578.20万4.52%36,132 5,51818.0% $241.02万 加仓
HFXI NEW YORK LIFE INVESTMENTS ET $3,650.00万10.46%1,086,956 983,867954.4% $3,303.83万 加仓
IWF ISHARES TR $4,288.78万12.29%100,581 20,00224.8% $852.89万 加仓
USTB VICTORY PORTFOLIOS II $1.03亿29.48%2,033,741 316,48118.4% $1,600.76万 加仓
VOO VANGUARD INDEX FDS $1.10亿31.60%184,473 33,24622.0% $1,986.61万 加仓