Godfrey Financial Associates, Inc.
GLENMONT NY · SEC CIK 0002097943
$1.17亿2026Q1 申报市值
1,110持仓数
49.9%前十大占比 · 第一大 11.2%
31 / 32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
STIP 加仓+$172.83万
EFG 加仓+$39.27万
DVY 加仓+$13.43万
IGRO 新建仓+$10.82万
EFIV 加仓+$9.46万
2026Q1 卖出最多 按季末市值估算
SCHG 减仓-$78.05万
MCD 减仓-$52.27万
IVV 减仓-$44.74万
C 减仓-$43.55万
DSI 减仓-$13.65万
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 |
|---|---|---|---|---|---|---|---|---|
| NSIT | INSIGHT ENTERPRISES INC | $134 | 0.00% | 2 | 1 | 100.0% | $67 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $135 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NSP | INSPERITY INC | $135 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $140 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $140 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $141 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $142 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $143 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $143 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $149 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $156 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $160 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $162 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $163 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $168 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $168 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $169 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $170 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $174 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FREIGHTCAR AMER INC | $175 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $176 | 0.00% | 2 | 2 | — | $176 | 新建仓 |
| ANGI | ANGI INC | $178 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $178 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $181 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $183 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $184 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $184 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $188 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $188 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CNS | COHEN &STEERS INC | $188 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $189 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $192 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $193 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $198 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $198 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $200 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $201 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $202 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $203 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $208 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $208 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $210 | 0.00% | 5 | 5 | — | $210 | 新建仓 |
| PKG | PACKAGING CORP AMER | $212 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $216 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $220 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $224 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $226 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $229 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $231 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $233 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $234 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $237 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $237 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $238 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $239 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $244 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $244 | 0.00% | 1 | 1 | — | $244 | 新建仓 |
| KNF | KNIFE RIVER CORP | $245 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $247 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $247 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC | $250 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $256 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $258 | 0.00% | 3 | 3 | — | $258 | 新建仓 |
| WDAY | WORKDAY INC | $260 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $260 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $261 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $261 | 0.00% | 3 | 3 | — | $261 | 新建仓 |
| TXT | TEXTRON INC | $263 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | HERTZ GLOBAL HLDGS INC | $264 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $264 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $265 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $267 | 0.00% | 13 | 13 | — | $267 | 新建仓 |
| DB | DEUTSCHE BK AG | $268 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $271 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC | $275 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $278 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $278 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $285 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $285 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $290 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $292 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL &GAS INC | $292 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $292 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $293 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $302 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $305 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $307 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $310 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $310 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $312 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $312 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $314 | 0.00% | 1 | -1 | -50.0% | -$314 | 减仓 |