LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/19 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 118
- 較 2021 年第 1 季 +28
- 總值
- $6.99 億
- 較 2021 年第 1 季 +$1.85 億 (+36.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 351,831 | $4,819 萬 | 6.9% | +52,584+17.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 426,790 | $3,530 萬 | 5.1% | +411,693+2,727.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 185,252 | $2,881 萬 | 4.1% | +25,159+15.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 98,789 | $2,677 萬 | 3.8% | +24,863+33.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 89,383 | $2,322 萬 | 3.3% | +3,863+4.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 127,891 | $2,107 萬 | 3.0% | +26,938+26.7% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 88,295 | $1,819 萬 | 2.6% | +1,173+1.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 35,120 | $1,772 萬 | 2.5% | −405−1.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 146,024 | $1,567 萬 | 2.2% | +867+0.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 159,994 | $1,365 萬 | 2.0% | −1,775−1.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 239,404 | $1,344 萬 | 1.9% | +66,425+38.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 117,222 | $1,321 萬 | 1.9% | +3,348+2.9% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 75,743 | $1,319 萬 | 1.9% | −2,281−2.9% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 61,046 | $1,259 萬 | 1.8% | +4,072+7.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 55,923 | $1,217 萬 | 1.7% | −6,171−9.9% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 91,550 | $1,207 萬 | 1.7% | −2,858−3.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 153,324 | $1,192 萬 | 1.7% | +31,189+25.5% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 164,280 | $1,154 萬 | 1.7% | +7,921+5.1% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 196,281 | $1,145 萬 | 1.6% | +24,105+14.0% | 加碼 | 歷史 |
| WWDWoodward, Inc. | COM | 92,103 | $1,132 萬 | 1.6% | −495−0.5% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 38,115 | $1,093 萬 | 1.6% | −184−0.5% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 50,310 | $1,087 萬 | 1.6% | +10,757+27.2% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 282,831 | $1,081 萬 | 1.5% | +455+0.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 119,158 | $1,079 萬 | 1.5% | +28,086+30.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 148,360 | $991.3 萬 | 1.4% | +34,098+29.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 181,556 | $962.2 萬 | 1.4% | −972−0.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 175,525 | $949.8 萬 | 1.4% | +36,257+26.0% | 加碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 56,300 | $936.2 萬 | 1.3% | +3,361+6.3% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 109,533 | $933.4 萬 | 1.3% | −895−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 61,277 | $907.9 萬 | 1.3% | +18,364+42.8% | 加碼 | 歷史 |
| CIENCiena Corp | COM NEW | 154,683 | $880.0 萬 | 1.3% | +1,810+1.2% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 128,980 | $860.6 萬 | 1.2% | +8,700+7.2% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 31,423 | $774.6 萬 | 1.1% | +1,404+4.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,980 | $742.2 萬 | 1.1% | +28,923+111.0% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 215,036 | $711.6 萬 | 1.0% | −1,591−0.7% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 130,488 | $663.1 萬 | 0.9% | +18,195+16.2% | 加碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 41,045 | $660.1 萬 | 0.9% | −212−0.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 41,616 | $642.9 萬 | 0.9% | +41,616 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 114,124 | $625.5 萬 | 0.9% | +3,710+3.4% | 加碼 | – |
| DHRDanaher Corp | Stock | 21,096 | $566.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 43,880 | $561.7 萬 | 0.8% | −1,747−3.8% | 減碼 | – |
| DISWalt Disney Co | Stock | 30,467 | $535.5 萬 | 0.8% | +3,720+13.9% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 33,184 | $530.8 萬 | 0.8% | −271−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,001 | $501.5 萬 | 0.7% | +2,001 | 新進 | 歷史 |
| MMM3M Co | Stock | 24,905 | $494.7 萬 | 0.7% | +11,520+86.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 12,944 | $491.3 萬 | 0.7% | −275−2.1% | 減碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 17,409 | $486.7 萬 | 0.7% | +1,888+12.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,476 | $466.3 萬 | 0.7% | +23,476 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,812 | $440.5 萬 | 0.6% | +11,471+490.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,853 | $424.6 萬 | 0.6% | +4,853 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 18,500 | $413.6 萬 | 0.6% | +18,500 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 74,083 | $411.2 萬 | 0.6% | +5,024+7.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,832 | $409.8 萬 | 0.6% | +364+3.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 72,388 | $405.6 萬 | 0.6% | +16,404+29.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 17,239 | $398.2 萬 | 0.6% | +17,239 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 66,577 | $379.3 萬 | 0.5% | −3,532−5.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 32,078 | $371.9 萬 | 0.5% | +32,078 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,942 | $332.2 萬 | 0.5% | −1,111−3.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 23,097 | $325.7 萬 | 0.5% | +23,097 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 41,296 | $321.1 萬 | 0.5% | +14,901+56.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 29,303 | $306.9 萬 | 0.4% | +2,913+11.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 12,765 | $304.8 萬 | 0.4% | +5,508+75.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,728 | $285.9 萬 | 0.4% | +7,175+157.6% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 69,986 | $285.4 萬 | 0.4% | −3,223−4.4% | 減碼 | 歷史 |
| WATWaters Corp | COM | 8,155 | $281.8 萬 | 0.4% | +8,155 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,692 | $278.8 萬 | 0.4% | +9,692 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 757 | $260.4 萬 | 0.4% | +464+158.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,492 | $256.0 萬 | 0.4% | +15,492 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,858 | $250.8 萬 | 0.4% | +5,858 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 18,950 | $235.3 萬 | 0.3% | +13,140+226.2% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,623 | $225.1 萬 | 0.3% | +240+2.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 70,543 | $203.0 萬 | 0.3% | +15,989+29.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 29,900 | $188.6 萬 | 0.3% | +17,525+141.6% | 加碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 28,193 | $178.3 萬 | 0.3% | −1,300−4.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 20,050 | $167.3 萬 | 0.2% | +20,050 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,990 | $156.5 萬 | 0.2% | +10,990 | 新進 | 歷史 |
| MBWMMercantile Bank Corp | COM | 51,314 | $155.0 萬 | 0.2% | −3,140−5.8% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 7,150 | $146.6 萬 | 0.2% | +7,150 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 15,881 | $144.8 萬 | 0.2% | −100−0.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,762 | $144.0 萬 | 0.2% | +10,762 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,830 | $134.2 萬 | 0.2% | +4,040+511.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,388 | $127.6 萬 | 0.2% | −275−16.5% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 25,320 | $127.0 萬 | 0.2% | −5,115−16.8% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 79,850 | $122.9 萬 | 0.2% | −11,350−12.4% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,285 | $121.7 萬 | 0.2% | −700−5.8% | 減碼 | – |
| BABoeing Co | Stock | 4,865 | $116.5 萬 | 0.2% | −165−3.3% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 18,470 | $111.8 萬 | 0.2% | −19,165−50.9% | 減碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 5,032 | $108.8 萬 | 0.2% | +5,032 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,545 | $101.9 萬 | 0.1% | +2,545 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 404 | $98.6 萬 | 0.1% | +404 | 新進 | 歷史 |
| SOSouthern Co | Stock | 16,175 | $98.3 萬 | 0.1% | +16,175 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,907 | $89.7 萬 | 0.1% | −15−0.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,136 | $86.7 萬 | 0.1% | +1,053+5.0% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,950 | $85.0 萬 | 0.1% | +7,950 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,345 | $84.9 萬 | 0.1% | −20−1.5% | 減碼 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 13,635 | $68.9 萬 | 0.1% | −11,985−46.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,352 | $52.4 萬 | 0.1% | +2,352 | 新進 | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,749 | $52.2 萬 | 0.1% | +4,749 | 新進 | – |
| BPBP PLC | ADR | 18,800 | $49.7 萬 | 0.1% | +18,800 | 新進 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 3,080 | $48.5 萬 | 0.1% | +1,425+86.1% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。