GoalFusion Wealth Management, LLC 13F 持仓 · 2026年Q3
GoalFusion Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 2.50 亿美元。前几大持仓：IVV（25.62%）、AGG（20.06%）、VT（12.89%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $64.1M | 25.62% | 83,672 | 增持 |
| 2 | AGG | ISHARES TR | $50.2M | 20.06% | 530,531 | 减持 |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $32.2M | 12.89% | 204,268 | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $20.0M | 7.99% | 255,217 | 减持 |
| 5 | VB | VANGUARD INDEX FDS | $16.6M | 6.62% | 58,201 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $11.3M | 4.51% | 125,237 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $9.9M | 3.97% | 45,957 | 减持 |
| 8 | BND | VANGUARD BD INDEX FDS | $7.0M | 2.79% | 99,469 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.67% | 112,651 | 增持 |
| 10 | GLD | SPDR GOLD TR | $6.1M | 2.46% | 16,124 | 减持 |
| 11 | VDE | VANGUARD WORLD FD | $5.6M | 2.24% | 32,493 | 减持 |
| 12 | VO | VANGUARD INDEX FDS | $4.4M | 1.75% | 55,747 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $2.8M | 1.12% | 12,316 | 增持 |
| 14 | AAPL | APPLE INC | $2.0M | 0.80% | 6,028 | 增持 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.71% | 2,920 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $1.3M | 0.51% | 2,508 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.47% | 2,355 | 新建仓 |
| 18 | GOOG | ALPHABET INC | $984,820 | 0.39% | 2,890 | 增持 |
| 19 | META | META PLATFORMS INC | $635,258 | 0.25% | 876 | 减持 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $635,016 | 0.25% | 1,392 | 增持 |
| 21 | AIZ | ASSURANT INC | $572,830 | 0.23% | 2,174 | 持平 |
| 22 | VTI | VANGUARD INDEX FDS | $507,095 | 0.20% | 1,355 | 持平 |
| 23 | DELL | DELL TECHNOLOGIES INC | $486,307 | 0.19% | 904 | 减持 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $466,706 | 0.19% | 5,625 | 持平 |
| 25 | HD | HOME DEPOT INC | $358,672 | 0.14% | 1,261 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR