LifeGoal Investments, LLC
CIK 2054684 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $218.5M
- 持仓
- 155
- 截至
- 2026年6月30日
按 13F 价值排名第 6151（共 9443） · 前 65.1%
投资组合价值同比（季度）：+25.0% 13F不披露现金
- 前十大持仓权重
- 56.15%
- 前二十五大持仓权重
- 73.72%
- 持仓高于 1%
- 19
- 有效持仓数量
- 22.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.98% 估计买入 $43429569 · 卖出 $5853936
中位数持有期：2.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.7% 仍持有
- 新仓位
- 50
- 增加
- 66
- 减少
- 34
- 已结清
- 7
本页内容
行业细分
Technology
8.7%
Industrials
2.5%
Communication Services
2.1%
Retail
1.8%
Financials
1.1%
Healthcare
1.1%
Consumer Discretionary
0.9%
Energy
0.9%
Financial Services
0.5%
Utilities
0.4%
Consumer Staples
0.2%
Consumer products
0.2%
Telecommunication
0.1%
Real Estate
0.1%
Materials
0.1%
Communications
0.1%
其他/未映射
79.1%
完整投资组合 155 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| CGGO | $22728649 | 10.40% | 536940 | $6630658 | 上涨 ×4 | ||
| LRGF | $22375848 | 10.24% | 295859 | $5739966 | 上涨 ×6 | ||
| DGRO | $17629866 | 8.07% | 232615 | $2884233 | 上涨 ×5 | ||
| FEGE First Eagle Global Equity ETF | $16557739 | 7.58% | 338466 | $3121645 | 上涨 ×5 | ||
| VUG | $10741721 | 4.92% | 124701 | $1042824 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $8628313 | 3.95% | 117536 | $-1258201 | 下跌 ×1 | ||
| PYLD | $7103820 | 3.25% | 267867 | $173911 | 上涨 ×6 | ||
| BOXX | $6335974 | 2.90% | 54112 | $852140 | 上涨 ×3 | ||
| JPIE | $5458262 | 2.50% | 118529 | $-357349 | 下跌 ×2 | ||
| EMGF | $5116107 | 2.34% | 69835 | $1216855 | 上涨 ×5 | ||
| AAPL Apple Inc. - Common Stock | $4987464 | 2.28% | 17236 | $1006253 | 上涨 ×3 | ||
| CGMS | $4311744 | 1.97% | 157766 | $-10783 | 下跌 ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2955809 | 1.35% | 31654 | $549015 | 上涨 ×5 | ||
| VTI | $2848445 | 1.30% | 7698 | $362718 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2771656 | 1.27% | 13852 | $1049412 | 上涨 ×3 | ||
| IGRO | $2537732 | 1.16% | 28861 | $514165 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2381732 | 1.09% | 9993 | $863943 | 上涨 ×1 | ||
| XLRE XLRE | $2245796 | 1.03% | 51006 | $672867 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2215269 | 1.01% | 6270 | $460200 | 上涨 ×3 | ||
| GLDM | $2169993 | 0.99% | 27323 | $-189016 | 上涨 ×1 | ||
| FLIN | $2040295 | 0.93% | 57360 | $474875 | 上涨 ×1 | ||
| VOO | $2022257 | 0.93% | 2944 | $248101 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1703903 | 0.78% | 4568 | $333619 | 上涨 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1613094 | 0.74% | 1397 | $1085813 | 下跌 ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $1579709 | 0.72% | 20993 | $-38891 | 下跌 ×1 | ||
| CGDG | $1529769 | 0.70% | 40783 | $-42317 | 下跌 ×1 | ||
| GLOF | $1428415 | 0.65% | 24288 | $90580 | 下跌 ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $1358969 | 0.62% | 3598 | $456118 | 上涨 ×3 | ||
| MUNI | $1287304 | 0.59% | 24473 | $17971 | 上涨 ×2 | ||
| AGG | $1252450 | 0.57% | 12654 | $5461 | 上涨 ×1 | ||
| ALLW SPDR Bridgewater All Weather ETF | $1178849 | 0.54% | 40275 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1172556 | 0.54% | 3281 | $306839 | 上涨 ×4 | ||
| VTEB | $1024165 | 0.47% | 20248 | $-59003 | 下跌 ×2 | ||
| FBTC | $989400 | 0.45% | 19381 | $-161056 | |||
| CGMU | $901195 | 0.41% | 32807 | $-410244 | 下跌 ×1 | ||
| IVVM | $900618 | 0.41% | 24372 | $212352 | 上涨 ×1 | ||
| MUNY | $887784 | 0.41% | 8536 | $20797 | 上涨 ×2 | ||
| LONZ | $841385 | 0.39% | 17063 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $802818 | 0.37% | 1382 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $745508 | 0.34% | 1012 | $153387 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $734201 | 0.34% | 2243 | $184794 | 上涨 ×4 | ||
| SMLF | $722931 | 0.33% | 8110 | $83848 | 下跌 ×2 | ||
| VHT | $721810 | 0.33% | 2414 | $59167 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $695098 | 0.32% | 1234 | $-66977 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $683666 | 0.31% | 642 | $261541 | 上涨 ×2 | ||
| VIG | $676254 | 0.31% | 2858 | $69095 | 上涨 ×2 | ||
| WDC Western Digital Corporation - Common Stock | $662353 | 0.30% | 1037 | $314604 | 下跌 ×1 | ||
| RING iShares MSCI Global Gold Miners ETF | $629125 | 0.29% | 9739 | $-217070 | 下跌 ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $624379 | 0.29% | 13529 | $90149 | 上涨 ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $610441 | 0.28% | 308 | $241883 | 上涨 ×1 | ||
| ACWV | $600373 | 0.27% | 4994 | $-16297 | 下跌 ×1 | ||
| SPY SPY | $588455 | 0.27% | 788 | $91128 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $587430 | 0.27% | 500 | $173147 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $578154 | 0.26% | 482 | $134302 | 上涨 ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $559244 | 0.26% | 2025 | 上涨 ×1 | |||
| VEA | $557875 | 0.26% | 7830 | $48900 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $544677 | 0.25% | 1295 | $205737 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $529779 | 0.24% | 233 | 上涨 ×1 | |||
| CNC Centene Corporation Common Stock | $528476 | 0.24% | 8233 | $267978 | 上涨 ×1 | ||
| USMV | $522853 | 0.24% | 5420 | 上涨 ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $515310 | 0.24% | 534 | 上涨 ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $514608 | 0.24% | 5112 | $-336351 | 下跌 ×3 | ||
| MUB | $508937 | 0.23% | 4729 | $8653 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $503413 | 0.23% | 3037 | $107080 | 上涨 ×2 | ||
| WMT Walmart Inc. - Common Stock | $499857 | 0.23% | 4413 | $-334698 | 下跌 ×1 | ||
| HTAB | $487079 | 0.22% | 25392 | $-9685 | 下跌 ×6 | ||
| GLD | $484051 | 0.22% | 1314 | $-91244 | |||
| COST Costco Wholesale Corporation - Common Stock | $471477 | 0.22% | 504 | $45946 | 上涨 ×1 | ||
| SPYG | $470488 | 0.22% | 3954 | $96008 | 上涨 ×1 | ||
| INTU Intuit Inc. - Common Stock | $470322 | 0.22% | 1802 | $-291985 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $463754 | 0.21% | 3392 | $-239337 | 下跌 ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $457205 | 0.21% | 3195 | $136343 | 上涨 ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $449965 | 0.21% | 6692 | $-19779 | 下跌 ×3 | ||
| GE GE Aerospace Common Stock | $448850 | 0.21% | 1201 | $162609 | 上涨 ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $439200 | 0.20% | 2859 | $186012 | 下跌 ×1 | ||
| QUAL | $418717 | 0.19% | 1908 | $51483 | 上涨 ×2 | ||
| BLK BlackRock, Inc. Common Stock | $413471 | 0.19% | 430 | $86998 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $404651 | 0.19% | 2017 | ||||
| TER Teradyne, Inc. - Common Stock | $400136 | 0.18% | 827 | $149439 | 上涨 ×1 | ||
| EEM | $388842 | 0.18% | 5684 | 上涨 ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $380021 | 0.17% | 1135 | $165263 | 上涨 ×1 | ||
| GDX GDX | $370966 | 0.17% | 4917 | $-86494 | 上涨 ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $370343 | 0.17% | 22018 | $-28695 | 下跌 ×1 | ||
| SCHP | $369051 | 0.17% | 13926 | $-111424 | 下跌 ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $346163 | 0.16% | 174 | $120443 | 上涨 ×1 | ||
| JBHT J.B. Hunt Transport Services, Inc. - Common Stock | $339212 | 0.16% | 1172 | $130895 | 上涨 ×1 | ||
| BALI | $338272 | 0.15% | 9999 | 上涨 ×1 | |||
| MOH Molina Healthcare Inc Common Stock | $338019 | 0.15% | 1478 | 上涨 ×1 | |||
| BRKB | $337763 | 0.15% | 675 | $38222 | 上涨 ×2 | ||
| JEPI | $330958 | 0.15% | 5860 | ||||
| BAC Bank of America Corporation Common Stock | $329882 | 0.15% | 5789 | 上涨 ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $324483 | 0.15% | 391 | $37373 | 上涨 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $323709 | 0.15% | 5618 | $-97537 | 下跌 ×1 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $315999 | 0.14% | 3019 | 上涨 ×1 | |||
| EIX Edison International Common Stock | $302118 | 0.14% | 4058 | $13316 | 上涨 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $299490 | 0.14% | 952 | $83953 | 上涨 ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $298172 | 0.14% | 1211 | $90187 | 上涨 ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $295204 | 0.14% | 890 | 上涨 ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $293528 | 0.13% | 1750 | 上涨 ×1 | |||
| VOOG | $288118 | 0.13% | 3487 | $59263 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| CGGO | $22728649 | 10.40% | 上涨 ×4 |
| LRGF | $22375848 | 10.24% | 上涨 ×6 |
| DGRO | $17629866 | 8.07% | 上涨 ×5 |
| FEGE | $16557739 | 7.58% | 上涨 ×5 |
| VUG | $10741721 | 4.92% | 上涨 ×6 |
| PYLD | $7103820 | 3.25% | 上涨 ×6 |
| BOXX | $6335974 | 2.90% | 上涨 ×3 |
| EMGF | $5116107 | 2.34% | 上涨 ×5 |
| AAPL | $4987464 | 2.28% | 上涨 ×3 |
| VIGI | $2955809 | 1.35% | 上涨 ×5 |
| NVDA | $2771656 | 1.27% | 上涨 ×3 |
| IGRO | $2537732 | 1.16% | 上涨 ×3 |
| GOOG | $2215269 | 1.01% | 上涨 ×3 |
| MSFT | $1703903 | 0.78% | 上涨 ×6 |
| AVGO | $1358969 | 0.62% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| ALLW | $1178849 | 40275 | 0.54% |
| LONZ | $841385 | 17063 | 0.39% |
| AMD | $802818 | 1382 | 0.37% |
| NBIS | $559244 | 2025 | 0.26% |
| SNDK | $529779 | 233 | 0.24% |
| USMV | $522853 | 5420 | 0.24% |
| STX | $515310 | 534 | 0.24% |
| COF | $404651 | 2017 | 0.19% |
| EEM | $388842 | 5684 | 0.18% |
| BALI | $338272 | 9999 | 0.15% |
| MOH | $338019 | 1478 | 0.15% |
| JEPI | $330958 | 5860 | 0.15% |
| BAC | $329882 | 5789 | 0.15% |
| VIK | $315999 | 3019 | 0.14% |
| AON | $295204 | 890 | 0.14% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| GPZ | 2026年3月31日 | 74814 | $2031199 | 不再跟踪 |
| SUB | 2025年3月31日 | 8795 | $927707 | 不再跟踪 |
| JAAA | 2025年9月30日 | 13832 | $701952 | 不再跟踪 |
| VUSB | 2025年12月31日 | 12871 | $643484 | 不再跟踪 |
| CLOA | 2025年6月30日 | 10537 | $545630 | |
| IBIT | 2025年12月31日 | 7980 | $518700 | |
| SHYG | 2026年3月31日 | 12750 | $438362 | 不再跟踪 |
| MINT | 2025年12月31日 | 4091 | $411885 | 不再跟踪 |
| FENY | 2025年3月31日 | 15185 | $362007 | 不再跟踪 |
| REGN | 2026年6月30日 | 385 | $299241 | 34.4% |
| BIL | 2025年9月30日 | 3251 | $298178 | 不再跟踪 |
| MRSH | 2026年6月30日 | 1725 | $296476 | 14.7% |
| SPTS | 2025年12月31日 | 9962 | $292073 | 不再跟踪 |
| VGT | 2026年3月31日 | 386 | $290959 | 不再跟踪 |
| NSC | 2025年12月31日 | 958 | $287793 | 20.5% |
| COF | 2026年3月31日 | 1186 | $287439 | 19.3% |
| QQQ | 2025年6月30日 | 549 | $257409 | |
| BRKB | 2025年6月30日 | 482 | $256704 | 不再跟踪 |
| SRLN | 2025年12月31日 | 6107 | $253948 | 不再跟踪 |
| KMI | 2026年6月30日 | 7655 | $251696 | -1.3% |
| BKNG | 2026年6月30日 | 60 | $251074 | 16.1% |
| NFLX | 2025年9月30日 | 187 | $250417 | -93.4% |
| VTIP | 2025年9月30日 | 4976 | $250144 | |
| SHOP | 2025年3月31日 | 2340 | $248812 | 52.7% |
| PLTR | 2026年6月30日 | 1659 | $243027 | 48.3% |
| SCMB | 2025年3月31日 | 8920 | $229078 | 不再跟踪 |
| ISCF | 2025年3月31日 | 6958 | $224613 | 不再跟踪 |
| VCSH | 2026年6月30日 | 2819 | $222840 | |
| VTV | 2025年3月31日 | 1286 | $217685 | 不再跟踪 |
| RSP | 2025年6月30日 | 1246 | $215845 | 不再跟踪 |
| VCSH | 2025年6月30日 | 2660 | $209994 | |
| MUNI | 2025年6月30日 | 4059 | $209223 | 不再跟踪 |
| NEM | 2026年6月30日 | 1838 | $209146 | 40.1% |
| V | 2026年3月31日 | 587 | $205946 | 21.7% |
| JEPI | 2025年12月31日 | 3601 | $205636 | 不再跟踪 |
| NKX | 2025年6月30日 | 16140 | $203203 | 2.5% |
| NEA | 2025年6月30日 | 14522 | $162646 | 2.2% |
| AFB | 2025年6月30日 | 10698 | $116180 | 6.2% |