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 |
|---|---|---|---|---|---|---|---|---|
| IGE | ISHARES TR | $4,406 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $4,434 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $4,462 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $4,475 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $4,483 | 0.00% | 56 | 56 | — | $4,483 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $4,484 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4,484 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $4,537 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $4,582 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $4,610 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $4,610 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4,705 | 0.00% | 45 | 5 | 12.5% | $523 | 加仓 |
| KSS | KOHLS CORP | $4,721 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $4,745 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $4,768 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $4,807 | 0.00% | 91 | 1 | 1.1% | $53 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $4,838 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $4,862 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $4,981 | 0.00% | 203 | 2 | 1.0% | $49 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $4,984 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $4,996 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $5,015 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,022 | 0.00% | 372 | -36 | -8.8% | -$486 | 减仓 |
| BGC | BGC GROUP INC | $5,027 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5,029 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $5,044 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $5,050 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $5,221 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $5,306 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,333 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $5,334 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $5,380 | 0.00% | 75 | -50 | -40.0% | -$3,587 | 减仓 |
| — | NUSHARES ETF TR | $5,380 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $5,439 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $5,445 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5,505 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $5,507 | 0.00% | 262 | 12 | 4.8% | $252 | 加仓 |
| ABCB | AMERIS BANCORP | $5,537 | 0.00% | 71 | 17 | 31.5% | $1,326 | 加仓 |
| ING | ING GROEP N.V. | $5,705 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $5,764 | 0.00% | 130 | 130 | — | $5,764 | 新建仓 |
| NOV | NOV INC | $5,812 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $5,902 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $5,962 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $6,004 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $6,013 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $6,095 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6,100 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6,172 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $6,253 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $6,274 | 0.01% | 106 | -14 | -11.7% | -$829 | 减仓 |
| APP | APPLOVIN CORP | $6,368 | 0.01% | 16 | 1 | 6.7% | $398 | 加仓 |
| HRI | HERC HLDGS INC | $6,371 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $6,391 | 0.01% | 284 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $6,395 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $6,453 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $6,459 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $6,466 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $6,484 | 0.01% | 283 | -1,619 | -85.1% | -$3.71万 | 减仓 |
| FNB | F N B CORP | $6,504 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,681 | 0.01% | 23 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6,712 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $6,784 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $6,839 | 0.01% | 135 | 50 | 58.8% | $2,533 | 加仓 |
| NVS | NOVARTIS AG | $6,874 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $6,898 | 0.01% | 33 | 9 | 37.5% | $1,881 | 加仓 |
| TLT | ISHARES TR | $6,935 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $7,005 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $7,036 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $7,045 | 0.01% | 75 | 3 | 4.2% | $282 | 加仓 |
| AVNT | AVIENT CORPORATION | $7,079 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| — | ADVISORS INNER CIRCLE FD III | $7,156 | 0.01% | 178 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $7,229 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $7,241 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $7,260 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $7,276 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $7,320 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $7,350 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $7,361 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $7,372 | 0.01% | 30 | -4 | -11.8% | -$983 | 减仓 |
| TOPT | ISHARES TR | $7,498 | 0.01% | 262 | 100 | 61.7% | $2,862 | 加仓 |
| DOCU | DOCUSIGN INC | $7,586 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $7,597 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $7,641 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,759 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $7,764 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,794 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $7,850 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $7,872 | 0.01% | 833 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $7,928 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FDS TR | $8,017 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $8,048 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $8,389 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8,442 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8,484 | 0.01% | 58 | 4 | 7.4% | $585 | 加仓 |
| BDX | BECTON DICKINSON &CO | $8,490 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $8,578 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8,781 | 0.01% | 143 | 1 | 0.7% | $61 | 加仓 |
| FHI | FEDERATED HERMES INC | $8,790 | 0.01% | 155 | -3 | -1.9% | -$170 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $8,794 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $8,794 | 0.01% | 124 | 0 | 0.0% | — | 不变 |