Godfrey Financial Associates, Inc.
GLENMONT NY · SEC CIK 0002097943
$1.31亿2026Q2 申报市值
1,090持仓数
49.4%前十大占比 · 第一大 11.4%
28 / 50新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IDV 加仓+$17.65万
EFIV 加仓+$13.72万
VEA 加仓+$10.49万
BRK/B 加仓+$9.81万
TLT 加仓+$9.35万
2026Q2 卖出最多 按季末市值估算
EFG 减仓-$50.71万
IJH 减仓-$29.66万
MSFT 减仓-$21.97万
AMZN 减仓-$21.16万
GOOGL 减仓-$10.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,299 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -2 | -100.0% | -$1,043 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,040 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,039 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -29 | -100.0% | -$916 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$871 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -32 | -100.0% | -$807 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$756 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$691 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$619 | 清仓 |
| — | SPOK HLDGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$545 | 清仓 |
| AGO | ASSURED GUARANTY LTD COM USD0.01 | $0 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$407 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -1 | -100.0% | -$392 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$390 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$364 | 清仓 |
| IRTC | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$354 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -2 | -100.0% | -$328 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$293 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$292 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$290 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -5 | -100.0% | -$278 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -5 | -100.0% | -$210 | 清仓 |
| — | FREIGHTCAR AMER INC | $0 | 0.00% | 0 | -22 | -100.0% | -$175 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$174 | 清仓 |
| — | DIANA SHIPPING INC | $0 | 0.00% | 0 | -57 | -100.0% | -$143 | 清仓 |
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$142 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$141 | 清仓 |
| SOBO | SOUTH BOW CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$133 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$130 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$111 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -4 | -100.0% | -$107 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$104 | 清仓 |
| SNN | SMITH &NEPHEW PLC | $0 | 0.00% | 0 | -3 | -100.0% | -$95 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$76 | 清仓 |
| STVN | STEVANATO GROUP S P A | $0 | 0.00% | 0 | -5 | -100.0% | -$69 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -2 | -100.0% | -$68 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$10 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$9 | 清仓 |
| — | DIANA SHIPPING INC | $0 | 0.00% | 0 | -11 | -100.0% | -$2 | 清仓 |