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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $0 | 0.00% | 0 | -67,582 | -100.0% | -$639.05万 | 清仓 |
| BSJR | Invesco BulletShares 2027 Corp | $0 | 0.00% | 0 | -303,170 | -100.0% | -$594.97万 | 清仓 |
| VFH | Vanguard Financials | $0 | 0.00% | 0 | -35,004 | -100.0% | -$422.88万 | 清仓 |
| — | iShares iBonds Dec 2026 Corpor | $0 | 0.00% | 0 | -160,242 | -100.0% | -$388.43万 | 清仓 |
| VDC | Vanguard Consumer Staples Inde | $0 | 0.00% | 0 | -16,252 | -100.0% | -$365.00万 | 清仓 |
| IBMQ | iShares iBonds Dec 2028 Corpor | $0 | 0.00% | 0 | -134,643 | -100.0% | -$341.05万 | 清仓 |
| IBMR | iShares iBonds Dec 2029 Corpor | $0 | 0.00% | 0 | -124,349 | -100.0% | -$289.24万 | 清仓 |
| MGC | Vanguard Mega Cap 300 | $0 | 0.00% | 0 | -11,181 | -100.0% | -$264.26万 | 清仓 |
| VIG | Vanguard Dividend Appreciation | $0 | 0.00% | 0 | -10,351 | -100.0% | -$222.62万 | 清仓 |
| MGV | Vanguard Mega Cap 300 Value | $0 | 0.00% | 0 | -11,018 | -100.0% | -$159.70万 | 清仓 |
| SPY | SPDR S&P 500 ETF | $0 | 0.00% | 0 | -2,365 | -100.0% | -$153.81万 | 清仓 |
| — | Sandoz Group Ag Spon Ads Each | $0 | 0.00% | 0 | -13,712 | -100.0% | -$107.23万 | 清仓 |
| — | Vanguard Emerging Markets ETF | $0 | 0.00% | 0 | -16,153 | -100.0% | -$87.31万 | 清仓 |
| OEF | iShares S&P 100 ETF | $0 | 0.00% | 0 | -2,369 | -100.0% | -$75.35万 | 清仓 |
| VYM | Vanguard High Dividend Yield | $0 | 0.00% | 0 | -4,132 | -100.0% | -$61.20万 | 清仓 |
| MGK | Vanguard Mega Cap 300 Growth | $0 | 0.00% | 0 | -7,415 | -100.0% | -$54.49万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -914 | -100.0% | -$20.02万 | 清仓 |