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 |
|---|---|---|---|---|---|---|---|---|
| UPBD | UPBOUND GROUP INC | $451 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $448 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $447 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $442 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $438 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $438 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $436 | 0.00% | 3 | 3 | — | $436 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $432 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $430 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $428 | 0.00% | 7 | -5 | -41.7% | -$306 | 减仓 |
| CSX | CSX CORP | $411 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $407 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $402 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $399 | 0.00% | 6 | 4 | 200.0% | $266 | 加仓 |
| CC | CHEMOURS CO | $397 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $392 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $390 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $387 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $386 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $382 | 0.00% | 24 | 11 | 84.6% | $175 | 加仓 |
| WHD | CACTUS INC | $379 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $376 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $374 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $373 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $369 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $369 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $368 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $364 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $362 | 0.00% | 2 | 2 | — | $362 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $359 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $357 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $354 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $354 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $349 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $347 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $338 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE &DATA SYS INC | $337 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $333 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $332 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $328 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $325 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HP | HELMERICH &PAYNE INC | $324 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $318 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $316 | 0.00% | 4 | 4 | — | $316 | 新建仓 |
| COR | CENCORA INC | $314 | 0.00% | 1 | -1 | -50.0% | -$314 | 减仓 |
| QDEL | QUIDELORTHO CORP | $312 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $312 | 0.00% | 8 | 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 |
| NTAP | NETAPP INC | $307 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $305 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $302 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $293 | 0.00% | 2 | 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 |
| WTS | WATTS WATER TECHNOLOGIES INC | $290 | 0.00% | 1 | 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 |
| 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 |
| AMN | AMN HEALTHCARE SVCS INC | $275 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $271 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $268 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $267 | 0.00% | 13 | 13 | — | $267 | 新建仓 |
| OBE | OBSIDIAN ENERGY LTD | $265 | 0.00% | 28 | 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 |
| TXT | TEXTRON INC | $263 | 0.00% | 3 | 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 |
| 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 |
| GMED | GLOBUS MED INC | $258 | 0.00% | 3 | 3 | — | $258 | 新建仓 |
| BG | BUNGE GLOBAL SA | $256 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC | $250 | 0.00% | 21 | 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 |
| KNF | KNIFE RIVER CORP | $245 | 0.00% | 3 | 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 |
| CORZ | CORE SCIENTIFIC INC NEW | $239 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $238 | 0.00% | 25 | 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 |
| BALL | BALL CORP | $236 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $234 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $233 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $231 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $229 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $226 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $224 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $220 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $216 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $212 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $210 | 0.00% | 5 | 5 | — | $210 | 新建仓 |
| 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 |
| FE | FIRSTENERGY CORP | $203 | 0.00% | 4 | 0 | 0.0% | — | 不变 |