LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/26 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 125
- 較 2022 年第 1 季 −7
- 總值
- $6.32 億
- 較 2022 年第 1 季 −$1.13 億 (−15.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 342,548 | $4,683 萬 | 7.4% | −2,526−0.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 398,128 | $3,036 萬 | 4.8% | −32,757−7.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 113,092 | $2,905 萬 | 4.6% | +4,403+4.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 217,279 | $2,447 萬 | 3.9% | +25,079+13.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 120,683 | $2,142 萬 | 3.4% | −1,043−0.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 92,617 | $1,842 萬 | 2.9% | +3,065+3.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 32,829 | $1,784 萬 | 2.8% | −699−2.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 104,152 | $1,601 萬 | 2.5% | +13,715+15.2% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 218,074 | $1,524 萬 | 2.4% | +6,146+2.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 99,024 | $1,517 萬 | 2.4% | −22,693−18.6% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 131,486 | $1,497 萬 | 2.4% | −5,941−4.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 154,619 | $1,486 萬 | 2.4% | +814+0.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 152,493 | $1,390 萬 | 2.2% | −6,620−4.2% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 57,260 | $1,368 萬 | 2.2% | +15,413+36.8% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 58,529 | $1,207 萬 | 1.9% | −1,521−2.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 312,691 | $1,170 萬 | 1.9% | +4,944+1.6% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 259,986 | $1,132 萬 | 1.8% | +6,778+2.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 123,790 | $1,111 萬 | 1.8% | +20,951+20.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 66,485 | $1,108 萬 | 1.8% | −1,328−2.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 165,330 | $1,040 萬 | 1.6% | −2,863−1.7% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 145,741 | $1,010 萬 | 1.6% | −3,200−2.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,128 | $949.7 萬 | 1.5% | −2,127−3.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 122,238 | $941.2 萬 | 1.5% | −59,980−32.9% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 65,943 | $937.1 萬 | 1.5% | −2,413−3.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 31,212 | $927.1 萬 | 1.5% | +11,026+54.6% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 99,245 | $919.6 萬 | 1.5% | −4,455−4.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 62,734 | $902.0 萬 | 1.4% | −1,610−2.5% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 80,812 | $878.1 萬 | 1.4% | −1,301−1.6% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 92,489 | $855.4 萬 | 1.4% | −156−0.2% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 53,180 | $795.1 萬 | 1.3% | +18,574+53.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 27,816 | $705.2 萬 | 1.1% | +7,435+36.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 154,552 | $659.0 萬 | 1.0% | −19,720−11.3% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 134,698 | $638.9 萬 | 1.0% | +19,165+16.6% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 127,054 | $634.3 萬 | 1.0% | −9,229−6.8% | 減碼 | – |
| RMDResmed Inc | COM | 29,926 | $627.3 萬 | 1.0% | +2,580+9.4% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 212,858 | $595.4 萬 | 0.9% | +40.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 36,517 | $528.7 萬 | 0.8% | +353+1.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 21,313 | $526.2 萬 | 0.8% | −504−2.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,241 | $488.1 萬 | 0.8% | −750−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,185 | $478.0 萬 | 0.8% | −37−1.7% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 40,523 | $461.6 萬 | 0.7% | −1,352−3.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 40,741 | $442.7 萬 | 0.7% | +443+1.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 77,959 | $431.0 萬 | 0.7% | +40,319+107.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 42,017 | $429.4 萬 | 0.7% | −1,066−2.5% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 18,984 | $399.8 萬 | 0.6% | +18,984 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 10,378 | $364.0 萬 | 0.6% | +9,068+692.2% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 53,389 | $363.7 萬 | 0.6% | −88,532−62.4% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 42,784 | $362.4 萬 | 0.6% | −901−2.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,554 | $344.3 萬 | 0.5% | −421−3.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 18,600 | $339.0 萬 | 0.5% | −480−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,960 | $328.8 萬 | 0.5% | +7,480+31.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| VZVerizon Communications Inc | Stock | 63,630 | $322.9 萬 | 0.5% | +27,810+77.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 12,808 | $311.6 萬 | 0.5% | −318−2.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,970 | $299.5 萬 | 0.5% | −2,205−5.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,575 | $298.8 萬 | 0.5% | −443−1.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,858 | $295.9 萬 | 0.5% | −95−1.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 61,192 | $281.6 萬 | 0.4% | +312+0.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,012 | $264.8 萬 | 0.4% | +120+1.1% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 69,356 | $264.5 萬 | 0.4% | −7,016−9.2% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 57,175 | $261.3 萬 | 0.4% | −21,917−27.7% | 減碼 | 歷史 |
| WATWaters Corp | COM | 7,822 | $258.9 萬 | 0.4% | −500−6.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 19,718 | $255.2 萬 | 0.4% | +134+0.7% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 48,273 | $244.0 萬 | 0.4% | −42,471−46.8% | 減碼 | – |
| AXPAmerican Express Co | Stock | 17,172 | $238.0 萬 | 0.4% | −250−1.4% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 16,821 | $234.8 萬 | 0.4% | +2,872+20.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,160 | $222.8 萬 | 0.4% | −10−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,515 | $208.1 萬 | 0.3% | +50+0.9% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,770 | $201.7 萬 | 0.3% | −200−0.9% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,772 | $163.7 萬 | 0.3% | +175+2.7% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,924 | $161.4 萬 | 0.3% | −335−4.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,912 | $147.5 萬 | 0.2% | −370−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 665 | $144.9 萬 | 0.2% | +43+6.9% | 加碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 44,485 | $142.1 萬 | 0.2% | +122+0.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 67,242 | $140.9 萬 | 0.2% | −995−1.5% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 15,675 | $139.5 萬 | 0.2% | +1,975+14.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,565 | $131.7 萬 | 0.2% | −85−3.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,795 | $116.4 萬 | 0.2% | −200−1.5% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 21,070 | $103.8 萬 | 0.2% | −5,045−19.3% | 減碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,745 | $102.0 萬 | 0.2% | −700−6.7% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,671 | $101.6 萬 | 0.2% | −7,487−43.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,231 | $94.4 萬 | 0.1% | −743−5.3% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 8,350 | $87.6 萬 | 0.1% | −905−9.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,554 | $80.7 萬 | 0.1% | −42,809−83.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,948 | $73.1 萬 | 0.1% | −64−0.5% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,000 | $72.0 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,306 | $66.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,605 | $63.3 萬 | 0.1% | −67−4.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 4,215 | $57.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 16,093 | $57.5 萬 | 0.1% | −9,725−37.7% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 6,499 | $54.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 7,950 | $53.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,110 | $52.5 萬 | 0.1% | +4,110 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 8,954 | $51.4 萬 | 0.1% | −1,440−13.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,040 | $49.8 萬 | 0.1% | +445+74.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,200 | $48.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 9,185 | $46.0 萬 | 0.1% | −1,000−9.8% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 5,546 | $44.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,885 | $43.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 12,575 | $42.3 萬 | 0.1% | +55+0.4% | 加碼 | 歷史 |
| BPBP PLC | ADR | 14,900 | $42.2 萬 | 0.1% | −1,300−8.0% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（11 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VMWVmware LLC | CL A COM | 26,529 | $302.1 萬 | 0.4% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,500 | $41.2 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 6,660 | $39.5 萬 | 0.1% | – |
| NEENextera Energy Inc | Stock | 4,100 | $34.7 萬 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 4,521 | $32.6 萬 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 7,351 | $25.7 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,595 | $25.4 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,472 | $22.5 萬 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,722 | $21.5 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,786 | $20.7 萬 | <0.1% | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 12,020 | $20.4 萬 | <0.1% | 歷史 |