Matthew Goff Investment Advisor, LLC
HOUSTON TX · SEC CIK 0000935359
$6.00亿2026Q1 申报市值
107持仓数
42.9%前十大占比 · 第一大 7.1%
26 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ISHARES TR 新建仓+$1,862.74万
BWZ 新建仓+$1,410.74万
RSPA 新建仓+$1,368.43万
JEPI 新建仓+$1,279.13万
GE 新建仓+$1,024.99万
2026Q1 卖出最多 按季末市值估算
UNILEVER PLC 清仓-$1,087.17万
SPLV 清仓-$1,015.13万
OMFL 清仓-$529.40万
SCHG 清仓-$231.07万
IYE 清仓-$124.66万
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 |
|---|---|---|---|---|---|---|---|---|
| BSJQ | Invesco BulletShares 2026 Corp | $949.36万 | 1.58% | 486,104 | 486,104 | — | $949.36万 | 新建仓 |
| DIS | DISNEY WALT CO | $968.58万 | 1.61% | 100,496 | -616 | -0.6% | -$5.94万 | 减仓 |
| VRP | Invesco Variable Preferred ETF | $970.81万 | 1.62% | 404,841 | -19,815 | -4.7% | -$47.52万 | 重新持有 |
| PEP | PEPSICO INC | $1,014.47万 | 1.69% | 65,327 | 646 | 1.0% | $10.03万 | 加仓 |
| GE | General Electric Co | $1,024.99万 | 1.71% | 36,120 | 36,120 | — | $1,024.99万 | 新建仓 |
| ORCL | ORACLE CORP | $1,189.15万 | 1.98% | 80,834 | -352 | -0.4% | -$5.18万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,279.13万 | 2.13% | 252,742 | 252,742 | — | $1,279.13万 | 新建仓 |
| NVS | NOVARTIS AG | $1,292.35万 | 2.15% | 84,606 | -1,249 | -1.5% | -$19.08万 | 减仓 |
| INTC | INTEL CORP | $1,302.15万 | 2.17% | 295,071 | -8,481 | -2.8% | -$37.43万 | 减仓 |
| RSPA | Invesco S&P 500 Equal Weight E | $1,368.43万 | 2.28% | 71,302 | 71,302 | — | $1,368.43万 | 新建仓 |
| RTX | RTX CORPORATION | $1,395.51万 | 2.33% | 72,344 | 117 | 0.2% | $2.26万 | 加仓 |
| MRK | MERCK & CO INC | $1,403.78万 | 2.34% | 116,699 | 332 | 0.3% | $3.99万 | 加仓 |
| BWZ | SPDR Series Trust Short-term H | $1,410.74万 | 2.35% | 564,750 | 564,750 | — | $1,410.74万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $1,532.62万 | 2.55% | 50,669 | -1,256 | -2.4% | -$37.99万 | 减仓 |
| IVE | ISHARES TR | $1,756.81万 | 2.93% | 83,202 | -1,039 | -1.2% | -$21.94万 | 减仓 |
| — | ISHARES TR | $1,862.74万 | 3.11% | 440,261 | 440,261 | — | $1,862.74万 | 新建仓 |
| V | VISA INC | $2,021.35万 | 3.37% | 66,879 | -972 | -1.4% | -$29.38万 | 减仓 |
| BAC | BANK AMERICA CORP | $2,294.32万 | 3.82% | 470,629 | -6,273 | -1.3% | -$30.58万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $3,033.05万 | 5.06% | 255,673 | -5,338 | -2.0% | -$63.32万 | 减仓 |
| GOOG | ALPHABET INC | $3,420.11万 | 5.70% | 119,226 | -3,631 | -3.0% | -$104.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,155.08万 | 6.93% | 112,248 | -613 | -0.5% | -$22.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,275.76万 | 7.13% | 89,227 | -885 | -1.0% | -$42.41万 | 减仓 |