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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| IIPR | INNOVATIVE INDL PPTYS INC | $201 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $200 | 0.00% | 6 | 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 |
| WGS | GENEDX HOLDINGS CORP | $193 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $192 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $189 | 0.00% | 10 | 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 |
| — | 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 |
| MFG | MIZUHO FINANCIAL GROUP INC | $183 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $181 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| 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 |
| QLYS | QUALYS INC | $176 | 0.00% | 2 | 2 | — | $176 | 新建仓 |
| — | FREIGHTCAR AMER INC | $175 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $174 | 0.00% | 1 | 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 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $169 | 0.00% | 15 | 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 |
| PM | PHILIP MORRIS INTL INC | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $163 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $162 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $160 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $156 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $149 | 0.00% | 3 | 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 |
| PUK | PRUDENTIAL PLC | $142 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $141 | 0.00% | 2 | 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 |
| 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 |
| NSIT | INSIGHT ENTERPRISES INC | $134 | 0.00% | 2 | 1 | 100.0% | $67 | 加仓 |
| SOBO | SOUTH BOW CORP | $133 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $131 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $131 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $130 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $128 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $127 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $126 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $125 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $122 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $121 | 0.00% | 4 | -3 | -42.9% | -$91 | 减仓 |
| ARKQ | ARK ETF TR | $112 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $111 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $107 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC | $107 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $105 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $104 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $100 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $98 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $98 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNN | SMITH &NEPHEW PLC | $95 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $92 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $91 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC | $89 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $89 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $88 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $86 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $85 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $85 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $84 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC | $82 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $81 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $81 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $81 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS INC | $76 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $74 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC | $73 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $69 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP S P A | $69 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $68 | 0.00% | 2 | -40 | -95.2% | -$1,360 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD | $67 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $66 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $60 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $55 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $50 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ILTB | ISHARES TR | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $44 | 0.00% | 1 | -1 | -50.0% | -$44 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $37 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLSE | PULSE BIOSCIENCES INC | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $28 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $22 | 0.00% | 2 | 0 | 0.0% | — | 不变 |