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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,275.76万 | 7.13% | 89,227 | -885 | -1.0% | -$42.41万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,155.08万 | 6.93% | 112,248 | -613 | -0.5% | -$22.69万 | 减仓 |
| GOOG | ALPHABET INC | $3,420.11万 | 5.70% | 119,226 | -3,631 | -3.0% | -$104.16万 | 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 |
| BAC | BANK AMERICA CORP | $2,294.32万 | 3.82% | 470,629 | -6,273 | -1.3% | -$30.58万 | 减仓 |
| V | VISA INC | $2,021.35万 | 3.37% | 66,879 | -972 | -1.4% | -$29.38万 | 减仓 |
| — | ISHARES TR | $1,862.74万 | 3.11% | 440,261 | 440,261 | — | $1,862.74万 | 新建仓 |
| IVE | ISHARES TR | $1,756.81万 | 2.93% | 83,202 | -1,039 | -1.2% | -$21.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,532.62万 | 2.55% | 50,669 | -1,256 | -2.4% | -$37.99万 | 减仓 |
| BWZ | SPDR Series Trust Short-term H | $1,410.74万 | 2.35% | 564,750 | 564,750 | — | $1,410.74万 | 新建仓 |
| MRK | MERCK & CO INC | $1,403.78万 | 2.34% | 116,699 | 332 | 0.3% | $3.99万 | 加仓 |
| RTX | RTX CORPORATION | $1,395.51万 | 2.33% | 72,344 | 117 | 0.2% | $2.26万 | 加仓 |
| 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 |
| INTC | INTEL CORP | $1,302.15万 | 2.17% | 295,071 | -8,481 | -2.8% | -$37.43万 | 减仓 |
| NVS | NOVARTIS AG | $1,292.35万 | 2.15% | 84,606 | -1,249 | -1.5% | -$19.08万 | 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 |
| ORCL | ORACLE CORP | $1,189.15万 | 1.98% | 80,834 | -352 | -0.4% | -$5.18万 | 减仓 |
| GE | General Electric Co | $1,024.99万 | 1.71% | 36,120 | 36,120 | — | $1,024.99万 | 新建仓 |
| PEP | PEPSICO INC | $1,014.47万 | 1.69% | 65,327 | 646 | 1.0% | $10.03万 | 加仓 |
| VRP | Invesco Variable Preferred ETF | $970.81万 | 1.62% | 404,841 | -19,815 | -4.7% | -$47.52万 | 重新持有 |
| DIS | DISNEY WALT CO | $968.58万 | 1.61% | 100,496 | -616 | -0.6% | -$5.94万 | 减仓 |
| BSJQ | Invesco BulletShares 2026 Corp | $949.36万 | 1.58% | 486,104 | 486,104 | — | $949.36万 | 新建仓 |
| UL | Unilever PLC ADR | $943.76万 | 1.57% | 165,660 | 165,660 | — | $943.76万 | 新建仓 |
| GEV | GE VERNOVA INC | $895.08万 | 1.49% | 10,254 | -300 | -2.8% | -$26.19万 | 减仓 |
| IEMG | ISHARES INC | $881.96万 | 1.47% | 126,446 | -191 | -0.2% | -$1.33万 | 减仓 |
| — | SPDR SERIES TRUST | $860.35万 | 1.43% | 214,338 | 214,338 | — | $860.35万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $849.07万 | 1.42% | 416,009 | -4,683 | -1.1% | -$9.56万 | 减仓 |
| EMXC | ISHARES INC | $760.55万 | 1.27% | 96,688 | -699 | -0.7% | -$5.50万 | 减仓 |
| IBMP | iShares iBonds Dec 2027 Corpor | $753.44万 | 1.26% | 310,824 | 310,824 | — | $753.44万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $682.27万 | 1.14% | 138,195 | 4,906 | 3.7% | $24.22万 | 加仓 |
| EFA | ISHARES TR | $639.05万 | 1.07% | 67,582 | 67,582 | — | $639.05万 | 新建仓 |
| CSCO | CISCO SYS INC | $614.97万 | 1.03% | 79,259 | -163 | -0.2% | -$1.26万 | 减仓 |
| ITOT | ISHARES TR | $613.02万 | 1.02% | 43,040 | -2,514 | -5.5% | -$35.81万 | 减仓 |
| UNP | UNION PAC CORP | $600.47万 | 1.00% | 24,749 | -338 | -1.3% | -$8.20万 | 减仓 |
| BSJR | Invesco BulletShares 2027 Corp | $594.97万 | 0.99% | 303,170 | 303,170 | — | $594.97万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $563.22万 | 0.94% | 38,993 | 138 | 0.4% | $1.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $563.01万 | 0.94% | 23,033 | 132 | 0.6% | $3.23万 | 加仓 |
| AVGO | BROADCOM INC | $499.12万 | 0.83% | 16,126 | 1,280 | 8.6% | $39.62万 | 加仓 |
| VFH | Vanguard Financials | $422.88万 | 0.70% | 35,004 | 35,004 | — | $422.88万 | 新建仓 |
| — | EXXON MOBIL CORP | $407.56万 | 0.68% | 24,022 | 2,672 | 12.5% | $45.33万 | 加仓 |
| — | iShares iBonds Dec 2026 Corpor | $388.43万 | 0.65% | 160,242 | 160,242 | — | $388.43万 | 新建仓 |
| ABBV | ABBVIE INC | $365.86万 | 0.61% | 16,822 | -390 | -2.3% | -$8.48万 | 减仓 |
| VDC | Vanguard Consumer Staples Inde | $365.00万 | 0.61% | 16,252 | 16,252 | — | $365.00万 | 新建仓 |
| IBMQ | iShares iBonds Dec 2028 Corpor | $341.05万 | 0.57% | 134,643 | 134,643 | — | $341.05万 | 新建仓 |
| IVW | ISHARES TR | $339.15万 | 0.57% | 29,984 | -369 | -1.2% | -$4.17万 | 减仓 |
| IYW | ISHARES TR | $306.65万 | 0.51% | 16,903 | -208 | -1.2% | -$3.77万 | 减仓 |
| IBMR | iShares iBonds Dec 2029 Corpor | $289.24万 | 0.48% | 124,349 | 124,349 | — | $289.24万 | 新建仓 |
| MGC | Vanguard Mega Cap 300 | $264.26万 | 0.44% | 11,181 | 11,181 | — | $264.26万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $234.21万 | 0.39% | 76,791 | -1,723 | -2.2% | -$5.26万 | 重新持有 |
| VIG | Vanguard Dividend Appreciation | $222.62万 | 0.37% | 10,351 | 10,351 | — | $222.62万 | 新建仓 |
| C | CITIGROUP INC | $211.39万 | 0.35% | 18,640 | -522 | -2.7% | -$5.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $209.68万 | 0.35% | 12,023 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $182.16万 | 0.30% | 26,012 | -123 | -0.5% | -$8,614 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $179.20万 | 0.30% | 12,223 | 2,078 | 20.5% | $30.47万 | 加仓 |
| LLY | ELI LILLY & CO | $177.52万 | 0.30% | 1,930 | 377 | 24.3% | $34.68万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $163.87万 | 0.27% | 26,749 | 5,037 | 23.2% | $30.86万 | 加仓 |
| MGV | Vanguard Mega Cap 300 Value | $159.70万 | 0.27% | 11,018 | 11,018 | — | $159.70万 | 新建仓 |
| AAPL | APPLE INC | $158.07万 | 0.26% | 6,228 | -76 | -1.2% | -$1.93万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $153.81万 | 0.26% | 2,365 | 2,365 | — | $153.81万 | 新建仓 |
| BSCS | Invesco BulletShares 2028 Corp | $147.79万 | 0.25% | 72,366 | -4,084 | -5.3% | -$8.34万 | 减仓 |
| USRT | ISHARES TR | $145.96万 | 0.24% | 24,660 | 5,820 | 30.9% | $34.45万 | 加仓 |
| BSCT | Invesco BulletShares 2029 Corp | $144.76万 | 0.24% | 77,576 | -4,470 | -5.4% | -$8.34万 | 减仓 |
| AMZN | AMAZON COM INC | $133.74万 | 0.22% | 6,422 | -3,720 | -36.7% | -$77.47万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $133.43万 | 0.22% | 35,261 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $126.67万 | 0.21% | 9,531 | 1,649 | 20.9% | $21.92万 | 加仓 |
| COP | CONOCOPHILLIPS | $121.20万 | 0.20% | 9,182 | -313 | -3.3% | -$4.13万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $111.75万 | 0.19% | 15,699 | -452 | -2.8% | -$3.22万 | 减仓 |
| IYF | ISHARES TR | $108.61万 | 0.18% | 9,230 | -439 | -4.5% | -$5.17万 | 重新持有 |
| PSX | PHILLIPS 66 | $108.18万 | 0.18% | 5,938 | 0 | 0.0% | — | 不变 |
| — | Sandoz Group Ag Spon Ads Each | $107.23万 | 0.18% | 13,712 | 13,712 | — | $107.23万 | 新建仓 |
| GOOGL | ALPHABET INC | $105.64万 | 0.18% | 3,674 | 160 | 4.6% | $4.60万 | 加仓 |
| IWD | ISHARES TR | $90.68万 | 0.15% | 4,244 | -92 | -2.1% | -$1.97万 | 减仓 |
| — | Vanguard Emerging Markets ETF | $87.31万 | 0.15% | 16,153 | 16,153 | — | $87.31万 | 新建仓 |
| IJJ | ISHARES TR | $85.28万 | 0.14% | 6,436 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $84.42万 | 0.14% | 4,080 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $80.34万 | 0.13% | 17,507 | 14 | 0.1% | $642 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $75.45万 | 0.13% | 9,203 | 2,309 | 33.5% | $18.93万 | 加仓 |
| OEF | iShares S&P 100 ETF | $75.35万 | 0.13% | 2,369 | 2,369 | — | $75.35万 | 新建仓 |
| IWF | ISHARES TR | $68.65万 | 0.11% | 1,610 | -22 | -1.3% | -$9,381 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $65.03万 | 0.11% | 3,749 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $61.54万 | 0.10% | 1,980 | 169 | 9.3% | $5.25万 | 加仓 |
| VYM | Vanguard High Dividend Yield | $61.20万 | 0.10% | 4,132 | 4,132 | — | $61.20万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $56.55万 | 0.09% | 8,700 | -250 | -2.8% | -$1.62万 | 减仓 |
| MGK | Vanguard Mega Cap 300 Growth | $54.49万 | 0.09% | 1,483 | 1,483 | — | $54.49万 | 新建仓 |
| EOG | EOG RES INC | $54.36万 | 0.09% | 3,760 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $54.25万 | 0.09% | 36,285 | -833 | -2.2% | -$1.25万 | 减仓 |
| KO | COCA COLA CO | $50.63万 | 0.08% | 6,658 | -431 | -6.1% | -$3.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $41.41万 | 0.07% | 1,408 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC | $40.88万 | 0.07% | 107,019 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $40.75万 | 0.07% | 706 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $40.57万 | 0.07% | 1,182 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.55万 | 0.06% | 590 | 15 | 2.6% | $9,802 | 加仓 |
| MS | MORGAN STANLEY | $38.11万 | 0.06% | 2,316 | 298 | 14.8% | $4.90万 | 加仓 |
| SPGI | S&P GLOBAL INC | $36.92万 | 0.06% | 868 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.25万 | 0.05% | 3,205 | 6 | 0.2% | $604 | 加仓 |
| IGV | ISHARES TR | $31.68万 | 0.05% | 3,957 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $31.33万 | 0.05% | 3,615 | 0 | 0.0% | — | 重新持有 |
| MMM | 3M CO | $28.93万 | 0.05% | 1,992 | -250 | -11.2% | -$3.63万 | 减仓 |
| ADSK | AUTODESK INC | $27.03万 | 0.05% | 1,129 | -15 | -1.3% | -$3,591 | 减仓 |
| AMAT | APPLIED MATLS INC | $25.74万 | 0.04% | 753 | 753 | — | $25.74万 | 新建仓 |