CIK: 0002054684
申报总市值
US$2.2亿
申报季度: 2026-06-30 · 持股只数: 155
LifeGoal Investments, LLC在最新一期 13F 报告中披露了 155 项持股，申报期为 2026-06-30，总持股市值约为 US$2.2亿，季度换手率为 29.2%。
LifeGoal Investments, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.044——换算下来相当于约 23 个等权重仓位，明显低于其实际披露的 155 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.41），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 20%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 BND
-12.8% -US$125.8万
加仓 CGGO
+13.3% US$663.1万
减仓 JPIE
-6.4% -US$35.7万
加仓 LRGF
+18.2% US$574.0万
减仓 VUG
+467.9% US$104.3万
新建仓 ALLW
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGO | Cap Group Global Growth | ETF-其他 | 10.40% | +1.19% | +13.32% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 10.24% | +0.72% | +18.18% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 8.07% | -0.37% | +10.69% | |
| 4 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 7.58% | -0.11% | +19.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.92% | -0.63% | +467.86% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.95% | -1.71% | -12.75% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.25% | — | +1.12% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 2.90% | -0.24% | +14.67% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.50% | -0.83% | -6.43% | |
| 10 | EMGF | Ishares Emerging Markets Equ | ETF-新兴市场 | 2.34% | +0.11% | +9.54% | |
| 11 | AAPL | Apple INC | 股票-科技 | 2.28% | — | +10.67% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.97% | — | -0.38% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.35% | -0.03% | +17.91% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.30% | -0.12% | +0.10% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.28% | +41.36% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-其他 | 1.16% | — | +20.82% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.09% | +0.22% | +38.64% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.03% | +0.13% | +33.14% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.01% | +0.01% | +5.36% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.99% | — | +9.24% | |
| 21 | FLIN | Franklin Ftse India ETF | ETF-其他 | 0.93% | +0.03% | +21.76% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.93% | — | -0.07% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | — | +23.13% | |
| 24 | MU | Micron Technology INC | 股票-科技 | 0.74% | +0.44% | -2.51% | |
| 25 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.72% | — | -3.40% | |
| 26 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.70% | — | -6.45% | |
| 27 | GLOF | Ishares Global Equity Factor | ETF-其他 | 0.65% | — | -4.29% | |
| 28 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.10% | +24.93% | |
| 29 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 0.59% | — | +0.51% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | — | +0.46% | |
| 31 | ALLW | State Street Brgwtr All Wthr | ETF-其他 | 0.54% | +0.54% | NEW | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.04% | +12.71% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.47% | — | -6.70% | |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.45% | — | — | |
| 35 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.41% | -0.34% | -31.96% | |
| 36 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-其他 | 0.41% | — | +21.39% | |
| 37 | MUNY | Vanguard Ny Tax-ex Bond | ETF-其他 | 0.41% | — | +0.80% | |
| 38 | LONZ | Pimco Senior Loan Active ETF | ETF-其他 | 0.39% | +0.39% | NEW | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.37% | NEW | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.34% | — | -0.10% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | +20.59% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.33% | — | -3.51% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.33% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | — | -6.23% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.31% | — | +11.07% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.31% | — | +1.53% | |
| 47 | WDC | Western Digital CORP | 股票-科技 | 0.30% | +0.10% | -11.22% | |
| 48 | RING | Ishares Msci Global Gold Min | ETF-避险与商品 | 0.29% | — | -4.91% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.29% | — | +16.72% | |
| 50 | FIX | Comfort Systems USA INC | 股票-工业 | 0.28% | — | +19.38% |
Q3 2026表现
+2.3%
近4个季度表现
+14.8%
基于可获取价格的持仓（占申报价值的89%）计算
LifeGoal Investments, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: State Street Brgwtr All Wthr (ALLW); 新建仓: Pimco Senior Loan Active ETF (LONZ); 新建仓: Advanced Micro Devices (AMD); 新建仓: Nebius Group NV (NBIS); 新建仓: Sandisk CORP (SNDK).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-08 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-05 | 13F-HR | 在 EDGAR 上查看 |
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