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
VOO VANGUARD INDEX FDS $1.10亿31.60%184,473 33,24622.0% $1,986.61万 加仓
USTB VICTORY PORTFOLIOS II $1.03亿29.48%2,033,741 316,48118.4% $1,600.76万 加仓
IWF ISHARES TR $4,288.78万12.29%100,581 20,00224.8% $852.89万 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
VUG VANGUARD INDEX FDS $1,578.20万4.52%36,132 5,51818.0% $241.02万 加仓
BIV VANGUARD BD INDEX FDS $864.82万2.48%112,053 112,053— $864.82万 新建仓
FTEC FIDELITY COVINGTON TRUST $592.26万1.70%28,467 1,9647.4% $40.86万 加仓
SGOL ETFS GOLD TR $469.89万1.35%105,310 22,70227.5% $101.30万 加仓
VGT VANGUARD WORLD FD $437.24万1.25%6,267 1,19423.5% $83.30万 加仓
VDE VANGUARD WORLD FD $301.50万0.86%17,424 3,90828.9% $67.62万 加仓
ICSH ISHARES TR $196.04万0.56%38,728 12,47947.5% $63.17万 加仓
FNDX SCHWAB STRATEGIC TR $115.88万0.33%41,610 5,94316.7% $16.55万 加仓
IBIT ISHARES BITCOIN TRUST ETF $108.41万0.31%28,218 7,49136.1% $28.78万 加仓
VHT VANGUARD WORLD FD $104.81万0.30%3,849 -485-11.2% -$13.21万 减仓
IJR ISHARES TR $89.84万0.26%7,227 3635.3% $4.51万 加仓
IQLT ISHARES TR $84.93万0.24%18,372 -686,584-97.4% -$3,174.10万 减仓
SPSM SPDR SERIES TRUST $84.54万0.24%17,495 6954.1% $3.36万 加仓
FNCL FIDELITY COVINGTON TRUST $79.50万0.23%11,325 1,11911.0% $7.86万 加仓
XLRE SELECT SECTOR SPDR TR $72.49万0.21%17,755 4,32032.2% $17.64万 加仓
SPYG SPDR SERIES TRUST $71.03万0.20%7,255 3735.4% $3.65万 加仓
JPSE J P MORGAN EXCHANGE TRADED F $57.45万0.16%10,958 1,61517.3% $8.47万 加仓
REZ ISHARES TR $29.89万0.09%3,592 52217.0% $4.34万 加仓
VTV VANGUARD INDEX FDS $25.96万0.07%1,323 90.7% $1,766 加仓
BITQ BITWISE FUNDS TRUST $23.05万0.07%12,221 9428.4% $1.78万 加仓
VEA VANGUARD TAX-MANAGED FDS $19.00万0.05%2,965 60.2% $384 加仓
— CAMBRIA ETF TR $15.37万0.04%5,149 3,880305.8% $11.58万 加仓
VTI VANGUARD INDEX FDS $15.22万0.04%474 71.5% $2,247 加仓
VB VANGUARD INDEX FDS $13.01万0.04%497 153.1% $3,926 加仓
IWY ISHARES TR $12.88万0.04%518 132.6% $3,233 加仓
VO VANGUARD INDEX FDS $12.40万0.04%432 194.6% $5,453 加仓
QUAL ISHARES TR $11.88万0.03%619 284.7% $5,373 加仓
SPYD SPDR SERIES TRUST $11.18万0.03%2,456 -185-7.0% -$8,420 减仓
VWO VANGUARD INTL EQUITY INDEX F $9.18万0.03%1,698 -2-0.1% -$108 减仓
IVV ISHARES TR $8.91万0.03%136 10.7% $655 加仓
QQQ INVESCO QQQ TR $7.76万0.02%135 97.1% $5,176 加仓
BNDX VANGUARD CHARLOTTE FDS $7.70万0.02%1,602 734.8% $3,507 加仓
— FLEXSHARES TR $7.44万0.02%490 367.9% $5,464 加仓
AIQ GLOBAL X FDS $7.28万0.02%1,560 1258.7% $5,834 加仓
BND VANGUARD BD INDEX FDS $5.60万0.02%760 273.7% $1,988 加仓
— DIMENSIONAL ETF TRUST $5.26万0.02%1,354 1,354— $5.26万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $4.70万0.01%797 13019.5% $7,670 加仓
PTL NORTHERN LTS FD TR IV $3.94万0.01%157 85.4% $2,008 加仓
SMH VANECK ETF TRUST $3.79万0.01%99 88.8% $3,064 加仓
IDGT ISHARES TR $3.58万0.01%367 10.3% $98 加仓
EWJ ISHARES INC $3.40万0.01%403 -43-9.6% -$3,629 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $3.02万0.01%573 6613.0% $3,483 加仓
EMXC ISHARES INC $2.94万0.01%374 00.0% — 不变
SPMD SPDR SERIES TRUST $2.75万0.01%464 10.2% $59 加仓
MGK VANGUARD WORLD FD $2.65万0.01%72 00.0% — 不变
IUSG ISHARES TR $2.50万0.01%161 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $2.36万0.01%664 664— $2.36万 新建仓
SOXX ISHARES TR $2.25万0.01%68 23.0% $661 加仓
DFAX DIMENSIONAL ETF TRUST $2.10万0.01%617 6211.2% $2,107 加仓
IYW ISHARES TR $2.04万0.01%112 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $2.02万0.01%214 10.5% $94 加仓
IXN ISHARES TR $2.02万0.01%202 7053.0% $6,986 加仓
XLK SELECT SECTOR SPDR TR $1.98万0.01%149 10.7% $133 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $1.85万0.01%371 198114.5% $9,866 加仓
WWJD NORTHERN LTS FD TR IV $1.61万0.00%432 61.4% $224 加仓
TPIF TIMOTHY PLAN $1.61万0.00%446 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $1.50万0.00%181 21.1% $166 加仓
VOOG VANGUARD ADMIRAL FDS INC $1.47万0.00%36 12.9% $408 加仓
BITB BITWISE BITCOIN ETF TR $1.16万0.00%315 144.7% $515 加仓
BITO PROSHARES TR $1.16万0.00%1,242 675.7% $624 加仓
HODL VANECK BITCOIN ETF $1.16万0.00%603 6011.0% $1,150 加仓
IAU ISHARES GOLD TR $1.15万0.00%130 3942.9% $3,450 加仓
IEI ISHARES TR $1.13万0.00%95 11.1% $119 加仓
SPYV SPDR SERIES TRUST $1.08万0.00%191 2112.4% $1,190 加仓
IXUS ISHARES TR $1.08万0.00%124 86.9% $696 加仓
QQQM INVESCO EXCH TRADED FD TR II $9,8320.00%41 37.9% $719 加仓
DFEM DIMENSIONAL ETF TRUST $9,7800.00%283 283— $9,780 新建仓
GLDM WORLD GOLD TR $9,7170.00%105 77275.0% $7,126 加仓
XSD SPDR SERIES TRUST $6,9330.00%21 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $6,2000.00%29 13.6% $214 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $6,0170.00%178 178— $6,017 新建仓
AVUV AMERICAN CENTY ETF TR $5,8800.00%53 53— $5,880 新建仓
SECT NORTHERN LTS FD TR IV $5,6480.00%94 94— $5,648 新建仓
SCHG SCHWAB STRATEGIC TR $5,0630.00%174 100135.1% $2,910 加仓
— LISTED FDS TR $5,0240.00%85 2746.6% $1,596 加仓
SPUS TIDAL TRUST I $4,9430.00%103 3347.1% $1,584 加仓
VXUS VANGUARD STAR FDS $4,6830.00%61 61— $4,683 新建仓
XLE SELECT SECTOR SPDR TR $4,4720.00%73 -29-28.4% -$1,777 减仓
XAR SPDR SERIES TRUST $4,4070.00%17 321.4% $778 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $4,2700.00%247 247— $4,270 新建仓
COPX GLOBAL X FDS $3,9560.00%52 52— $3,956 新建仓
RSP INVESCO EXCHANGE TRADED FD T $3,8940.00%20 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $3,8910.00%127 -263,486-100.0% -$807.26万 减仓
SLYG SPDR SERIES TRUST $3,8880.00%40 00.0% — 不变
VOT VANGUARD INDEX FDS $3,8300.00%15 17.1% $255 加仓
URA GLOBAL X FDS $3,8180.00%79 79— $3,818 新建仓
IWO ISHARES TR $3,6740.00%12 00.0% — 不变
IEFA ISHARES TR $3,6030.00%40 411.1% $360 加仓
VIG VANGUARD SPECIALIZED FUNDS $3,3240.00%15 00.0% — 不变
ILF ISHARES TR $3,0080.00%85 -9-9.6% -$318 减仓
VGLT VANGUARD SCOTTSDALE FDS $3,0030.00%54 00.0% — 不变
— GLOBAL X FDS $2,9400.00%151 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $2,8450.00%50 00.0% — 不变
IDV ISHARES TR $2,7950.00%66 -6-8.3% -$254 减仓
IPAC ISHARES TR $2,7630.00%36 -3-7.7% -$230 减仓
EWY ISHARES INC $2,6300.00%21 21— $2,630 新建仓