Matthew Goff Investment Advisor, LLC
HOUSTON TX · SEC CIK 0000935359
$5.93亿2026Q2 申报市值
91持仓数
48.9%前十大占比 · 第一大 7.3%
4 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BSCR 新建仓+$772.50万
JPST 重新持有+$526.20万
IBDT 新建仓+$337.12万
IBDU 新建仓+$286.07万
BSCS 加仓+$170.70万
2026Q2 卖出最多 按季末市值估算
ISHARES TR 清仓-$1,862.74万
INTC 减仓-$1,802.16万
BWZ 清仓-$1,410.74万
RSPA 清仓-$1,368.43万
JEPI 清仓-$1,279.13万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $1,154.20万 | 1.95% | 78,758 | -2,076 | -2.6% | -$30.42万 | 减仓 |
| GEV | GE VERNOVA INC | $1,176.87万 | 1.99% | 10,017 | -237 | -2.3% | -$27.84万 | 减仓 |
| NVS | NOVARTIS AG | $1,300.32万 | 2.19% | 82,971 | -1,635 | -1.9% | -$25.62万 | 减仓 |
| RTX | RTX CORPORATION | $1,354.59万 | 2.29% | 71,395 | -949 | -1.3% | -$18.01万 | 减仓 |
| MRK | MERCK & CO INC | $1,480.43万 | 2.50% | 115,209 | -1,490 | -1.3% | -$19.15万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,498.37万 | 2.53% | 70,422 | -2,522 | -3.5% | -$53.66万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $1,669.51万 | 2.82% | 49,357 | -1,312 | -2.6% | -$44.38万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,732.84万 | 2.92% | 342,661 | 104,054 | 43.6% | $526.20万 | 重新持有 |
| IVE | ISHARES TR | $1,862.37万 | 3.14% | 82,021 | -1,181 | -1.4% | -$26.82万 | 减仓 |
| SHYG | ISHARES TR | $2,045.72万 | 3.45% | 482,367 | 37,356 | 8.4% | $158.43万 | 重新持有 |
| V | VISA INC | $2,253.65万 | 3.80% | 65,687 | -1,192 | -1.8% | -$40.90万 | 减仓 |
| INTC | INTEL CORP | $2,317.91万 | 3.91% | 166,004 | -129,067 | -43.7% | -$1,802.16万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,632.48万 | 4.44% | 462,000 | -8,629 | -1.8% | -$49.17万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3,597.68万 | 6.07% | 248,785 | -6,888 | -2.7% | -$99.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,087.60万 | 6.90% | 109,581 | -2,667 | -2.4% | -$99.48万 | 减仓 |
| GOOG | ALPHABET INC | $4,125.79万 | 6.96% | 116,769 | -2,457 | -2.1% | -$86.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,345.84万 | 7.33% | 86,849 | -2,378 | -2.7% | -$118.99万 | 减仓 |