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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,345.84万 | 7.33% | 86,849 | -2,378 | -2.7% | -$118.99万 | 减仓 |
| GOOG | ALPHABET INC | $4,125.79万 | 6.96% | 116,769 | -2,457 | -2.1% | -$86.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,087.60万 | 6.90% | 109,581 | -2,667 | -2.4% | -$99.48万 | 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 |
| BAC | BANK OF AMER CORP | $2,632.48万 | 4.44% | 462,000 | -8,629 | -1.8% | -$49.17万 | 减仓 |
| INTC | INTEL CORP | $2,317.91万 | 3.91% | 166,004 | -129,067 | -43.7% | -$1,802.16万 | 减仓 |
| V | VISA INC | $2,253.65万 | 3.80% | 65,687 | -1,192 | -1.8% | -$40.90万 | 减仓 |
| SHYG | ISHARES TR | $2,045.72万 | 3.45% | 482,367 | 37,356 | 8.4% | $158.43万 | 重新持有 |
| IVE | ISHARES TR | $1,862.37万 | 3.14% | 82,021 | -1,181 | -1.4% | -$26.82万 | 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 |
| AXP | AMERICAN EXPRESS CO | $1,669.51万 | 2.82% | 49,357 | -1,312 | -2.6% | -$44.38万 | 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 |
| MRK | MERCK & CO INC | $1,480.43万 | 2.50% | 115,209 | -1,490 | -1.3% | -$19.15万 | 减仓 |
| RTX | RTX CORPORATION | $1,354.59万 | 2.29% | 71,395 | -949 | -1.3% | -$18.01万 | 减仓 |
| NVS | NOVARTIS AG | $1,300.32万 | 2.19% | 82,971 | -1,635 | -1.9% | -$25.62万 | 减仓 |
| GEV | GE VERNOVA INC | $1,176.87万 | 1.99% | 10,017 | -237 | -2.3% | -$27.84万 | 减仓 |
| ORCL | ORACLE CORP | $1,154.20万 | 1.95% | 78,758 | -2,076 | -2.6% | -$30.42万 | 减仓 |
| IEMG | ISHARES INC | $1,014.49万 | 1.71% | 122,464 | -3,982 | -3.1% | -$32.99万 | 减仓 |
| EMXC | ISHARES INC | $983.94万 | 1.66% | 96,181 | -507 | -0.5% | -$5.19万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $964.50万 | 1.63% | 396,749 | -8,092 | -2.0% | -$19.67万 | 减仓 |
| DIS | DISNEY WALT CO | $955.33万 | 1.61% | 99,255 | -1,241 | -1.2% | -$11.94万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $929.90万 | 1.57% | 476,260 | 14,335 | 3.1% | $27.99万 | 重新持有 |
| CSCO | CISCO SYS INC | $922.32万 | 1.56% | 78,522 | -737 | -0.9% | -$8.66万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $910.93万 | 1.54% | 447,190 | 31,181 | 7.5% | $63.52万 | 加仓 |
| PEP | PEPSICO INC | $867.30万 | 1.46% | 64,054 | -1,273 | -1.9% | -$17.24万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $853.60万 | 1.44% | 211,865 | -6,746 | -3.1% | -$27.18万 | 重新持有 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $772.50万 | 1.30% | 393,829 | 393,829 | — | $772.50万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $736.85万 | 1.24% | 137,447 | -748 | -0.5% | -$4.01万 | 减仓 |
| ITOT | ISHARES TR | $707.50万 | 1.19% | 43,069 | 29 | 0.1% | $4,764 | 加仓 |
| IYR | ISHARES TR | $667.34万 | 1.13% | 65,266 | -3,598 | -5.2% | -$36.79万 | 重新持有 |
| UNP | UNION PAC CORP | $650.98万 | 1.10% | 23,933 | -816 | -3.3% | -$22.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $572.95万 | 0.97% | 22,560 | -473 | -2.1% | -$12.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $565.24万 | 0.95% | 38,546 | -447 | -1.1% | -$6.55万 | 减仓 |
| AVGO | BROADCOM INC | $553.55万 | 0.93% | 14,654 | -1,472 | -9.1% | -$55.60万 | 减仓 |
| IYW | ISHARES TR | $420.46万 | 0.71% | 16,670 | -233 | -1.4% | -$5.88万 | 减仓 |
| ABBV | ABBVIE INC | $420.32万 | 0.71% | 16,703 | -119 | -0.7% | -$2.99万 | 减仓 |
| IVW | ISHARES TR | $390.39万 | 0.66% | 28,385 | -1,599 | -5.3% | -$21.99万 | 减仓 |
| IBDT | ISHARES TR | $337.12万 | 0.57% | 133,514 | 133,514 | — | $337.12万 | 新建仓 |
| — | EXXON MOBIL CORP | $320.44万 | 0.54% | 23,438 | -584 | -2.4% | -$7.98万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $318.08万 | 0.54% | 156,188 | 83,822 | 115.8% | $170.70万 | 加仓 |
| IBDU | ISHARES TR | $286.07万 | 0.48% | 123,519 | 123,519 | — | $286.07万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $262.75万 | 0.44% | 75,481 | -1,310 | -1.7% | -$4.56万 | 减仓 |
| C | CITIGROUP INC | $259.71万 | 0.44% | 18,556 | -84 | -0.5% | -$1.18万 | 减仓 |
| LLY | ELI LILLY & CO | $231.49万 | 0.39% | 1,930 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $198.11万 | 0.33% | 12,486 | 263 | 2.2% | $4.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $182.98万 | 0.31% | 9,604 | 73 | 0.8% | $1.39万 | 加仓 |
| IYK | ISHARES TR | $182.09万 | 0.31% | 25,060 | -952 | -3.7% | -$6.92万 | 减仓 |
| AAPL | APPLE INC | $176.89万 | 0.30% | 6,113 | -115 | -1.8% | -$3.33万 | 减仓 |
| USRT | ISHARES TR | $172.16万 | 0.29% | 25,909 | 1,249 | 5.1% | $8.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $168.86万 | 0.28% | 8,439 | -3,584 | -29.8% | -$71.71万 | 减仓 |
| AMZN | AMAZON COM INC | $151.62万 | 0.26% | 6,362 | -60 | -0.9% | -$1.43万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $142.73万 | 0.24% | 26,875 | 126 | 0.5% | $6,692 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $140.43万 | 0.24% | 75,600 | -1,976 | -2.5% | -$3.67万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $129.62万 | 0.22% | 35,261 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $118.96万 | 0.20% | 3,329 | -345 | -9.4% | -$12.33万 | 减仓 |
| IYF | ISHARES TR | $117.70万 | 0.20% | 9,230 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $106.18万 | 0.18% | 47,960 | 47,960 | — | $106.18万 | 新建仓 |
| PSX | PHILLIPS 66 | $100.38万 | 0.17% | 5,938 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $98.41万 | 0.17% | 15,374 | -325 | -2.1% | -$2.08万 | 减仓 |
| IWD | ISHARES TR | $95.81万 | 0.16% | 3,952 | -292 | -6.9% | -$7.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $95.46万 | 0.16% | 9,182 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $95.08万 | 0.16% | 6,436 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $82.40万 | 0.14% | 9,919 | 716 | 7.8% | $5.95万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $79.43万 | 0.13% | 17,519 | 12 | 0.1% | $544 | 加仓 |
| IWF | ISHARES TR | $69.34万 | 0.12% | 5,584 | -856 | -13.3% | -$10.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $67.63万 | 0.11% | 4,080 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $62.48万 | 0.11% | 3,749 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $61.17万 | 0.10% | 35,137 | -1,148 | -3.2% | -$2.00万 | 减仓 |
| AMAT | APPLIED MATLS INC | $54.44万 | 0.09% | 753 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $53.52万 | 0.09% | 1,980 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $51.99万 | 0.09% | 706 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $51.83万 | 0.09% | 6,377 | -281 | -4.2% | -$2.28万 | 减仓 |
| MS | MORGAN STANLEY | $48.41万 | 0.08% | 2,316 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $48.09万 | 0.08% | 3,707 | -53 | -1.4% | -$6,876 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $46.08万 | 0.08% | 1,408 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.20万 | 0.07% | 590 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $41.87万 | 0.07% | 1,182 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $41.55万 | 0.07% | 8,555 | -145 | -1.7% | -$7,043 | 减仓 |
| LAW | CS DISCO INC | $40.45万 | 0.07% | 107,019 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $37.66万 | 0.06% | 3,205 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $35.85万 | 0.06% | 3,957 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $35.79万 | 0.06% | 3,615 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $35.35万 | 0.06% | 868 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.87万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $25.81万 | 0.04% | 1,549 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $25.08万 | 0.04% | 1,549 | -443 | -22.2% | -$7.17万 | 减仓 |
| IJH | ISHARES TR | $25.07万 | 0.04% | 3,251 | -417 | -11.4% | -$3.22万 | 减仓 |
| MOAT | VANECK ETF TRUST | $21.99万 | 0.04% | 2,115 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $20.82万 | 0.04% | 1,071 | -58 | -5.1% | -$1.13万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $20.75万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $20.12万 | 0.03% | 4,302 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $0 | 0.00% | 0 | -440,261 | -100.0% | -$1,862.74万 | 清仓 |
| BWZ | SPDR Series Trust Short-term H | $0 | 0.00% | 0 | -564,750 | -100.0% | -$1,410.74万 | 清仓 |
| RSPA | Invesco S&P 500 Equal Weight E | $0 | 0.00% | 0 | -71,302 | -100.0% | -$1,368.43万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -252,742 | -100.0% | -$1,279.13万 | 清仓 |
| GE | General Electric Co | $0 | 0.00% | 0 | -36,120 | -100.0% | -$1,024.99万 | 清仓 |
| BSJQ | Invesco BulletShares 2026 Corp | $0 | 0.00% | 0 | -486,104 | -100.0% | -$949.36万 | 清仓 |
| UL | Unilever PLC ADR | $0 | 0.00% | 0 | -165,660 | -100.0% | -$943.76万 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -214,338 | -100.0% | -$860.35万 | 清仓 |
| IBMP | iShares iBonds Dec 2027 Corpor | $0 | 0.00% | 0 | -310,824 | -100.0% | -$753.44万 | 清仓 |