LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/17 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 119
- 較 2022 年第 2 季 −6
- 總值
- $5.61 億
- 較 2022 年第 2 季 −$7,092 萬 (−11.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 318,348 | $4,400 萬 | 7.8% | −24,200−7.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 380,980 | $2,830 萬 | 5.0% | −17,148−4.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 103,867 | $2,419 萬 | 4.3% | −9,225−8.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 208,985 | $2,184 萬 | 3.9% | −8,294−3.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 112,535 | $1,838 萬 | 3.3% | −8,148−6.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 88,473 | $1,792 萬 | 3.2% | −4,144−4.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 30,941 | $1,569 萬 | 2.8% | −1,888−5.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 103,097 | $1,489 萬 | 2.7% | −1,055−1.0% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 55,948 | $1,440 萬 | 2.6% | −1,312−2.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 123,770 | $1,389 萬 | 2.5% | −7,716−5.9% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 217,759 | $1,267 萬 | 2.3% | −315−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 91,511 | $1,228 萬 | 2.2% | −7,513−7.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 141,170 | $1,216 萬 | 2.2% | −11,323−7.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 147,445 | $1,207 萬 | 2.2% | −7,174−4.6% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 58,760 | $977.1 萬 | 1.7% | +231+0.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 223,796 | $960.3 萬 | 1.7% | −36,190−13.9% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 60,621 | $956.1 萬 | 1.7% | −5,322−8.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 31,713 | $929.4 萬 | 1.7% | +501+1.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 56,871 | $928.5 萬 | 1.7% | −9,614−14.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 112,006 | $904.4 萬 | 1.6% | −11,784−9.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 137,956 | $890.1 萬 | 1.6% | −7,785−5.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,559 | $878.8 萬 | 1.6% | +431+0.8% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 52,591 | $864.4 萬 | 1.5% | −589−1.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 145,460 | $814.9 萬 | 1.5% | −19,870−12.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 113,124 | $804.2 萬 | 1.4% | −9,114−7.5% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 73,361 | $780.6 萬 | 1.4% | −7,451−9.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 292,513 | $753.8 萬 | 1.3% | −20,178−6.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 28,641 | $739.8 萬 | 1.3% | +825+3.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 57,155 | $721.6 萬 | 1.3% | −5,579−8.9% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 88,334 | $709.0 萬 | 1.3% | −4,155−4.5% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 29,450 | $642.9 萬 | 1.1% | −476−1.6% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 89,877 | $642.1 萬 | 1.1% | −9,368−9.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 147,899 | $591.6 萬 | 1.1% | −6,653−4.3% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 114,930 | $577.8 萬 | 1.0% | −12,124−9.5% | 減碼 | – |
| TFCTruist Financial Corp | COM | 127,623 | $555.7 萬 | 1.0% | −7,075−5.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,091 | $522.3 萬 | 0.9% | −150−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 33,833 | $486.1 萬 | 0.9% | −2,684−7.4% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 196,965 | $469.6 萬 | 0.8% | −15,893−7.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,404 | $426.9 萬 | 0.8% | +704+1.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| CMAComerica Inc | COM | 59,442 | $422.6 萬 | 0.8% | +59,442 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 23,204 | $413.4 萬 | 0.7% | +4,220+22.2% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 38,849 | $407.5 萬 | 0.7% | −1,674−4.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 17,291 | $399.0 萬 | 0.7% | −4,022−18.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 38,350 | $371.1 萬 | 0.7% | −2,391−5.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 44,475 | $369.7 萬 | 0.7% | +2,458+5.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,645 | $357.6 萬 | 0.6% | +685+2.2% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 10,963 | $357.2 萬 | 0.6% | +585+5.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 69,647 | $348.9 萬 | 0.6% | −8,312−10.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,524 | $345.6 萬 | 0.6% | −30−0.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 26,045 | $337.8 萬 | 0.6% | +1,470+6.0% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 18,300 | $330.6 萬 | 0.6% | −300−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 34,634 | $302.4 萬 | 0.5% | −336−1.0% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 42,423 | $300.0 萬 | 0.5% | −361−0.8% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 12,130 | $282.3 萬 | 0.5% | +1,118+10.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,823 | $265.4 萬 | 0.5% | −35−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 18,497 | $249.5 萬 | 0.4% | +1,325+7.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,071 | $249.5 萬 | 0.4% | −1,737−13.6% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 46,595 | $229.6 萬 | 0.4% | −1,678−3.5% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 56,647 | $228.4 萬 | 0.4% | −4,545−7.4% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 67,719 | $225.8 萬 | 0.4% | −1,637−2.4% | 減碼 | 歷史 |
| WATWaters Corp | COM | 7,769 | $209.4 萬 | 0.4% | −53−0.7% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 13,689 | $208.4 萬 | 0.4% | −3,132−18.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,770 | $207.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,612 | $200.5 萬 | 0.4% | +97+1.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 52,327 | $198.7 萬 | 0.4% | −11,303−17.8% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 14,058 | $185.9 萬 | 0.3% | −39,331−73.7% | 減碼 | 歷史 |
| MMM3M Co | Stock | 15,614 | $172.5 萬 | 0.3% | −4,104−20.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,087 | $159.2 萬 | 0.3% | +9,977+242.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 16,590 | $155.2 萬 | 0.3% | +915+5.8% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,752 | $155.1 萬 | 0.3% | −172−2.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 6,932 | $144.1 萬 | 0.3% | +160+2.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,260 | $140.5 萬 | 0.3% | −2,900−35.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,580 | $130.3 萬 | 0.2% | +15+0.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,300 | $127.2 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| MBWMMercantile Bank Corp | COM | 41,974 | $124.7 萬 | 0.2% | −2,511−5.6% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 10,189 | $114.7 萬 | 0.2% | −723−6.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 13,402 | $109.8 萬 | 0.2% | +607+4.7% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 20,495 | $101.0 萬 | 0.2% | −575−2.7% | 減碼 | – |
| SOSouthern Co | Stock | 13,238 | $90.0 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 55,671 | $85.4 萬 | 0.2% | −11,571−17.2% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 11,109 | $83.6 萬 | 0.1% | +2,759+33.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,544 | $80.6 萬 | 0.1% | −10−0.1% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,730 | $67.4 萬 | 0.1% | +3,780+47.5% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,983 | $62.6 萬 | 0.1% | −3,688−38.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,306 | $62.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,605 | $57.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,040 | $49.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PODDInsulet Corp | Stock | 2,018 | $46.3 萬 | 0.1% | +2,018 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,000 | $46.2 萬 | 0.1% | +8,000 | 新進 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 9,085 | $45.4 萬 | 0.1% | −100−1.1% | 減碼 | – |
| DOCUDocuSign, Inc. | Stock | 8,199 | $43.8 萬 | 0.1% | −755−8.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,727 | $42.6 萬 | 0.1% | −4,221−30.3% | 減碼 | 歷史 |
| BPBP PLC | ADR | 14,900 | $42.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 12,641 | $40.4 萬 | 0.1% | +66+0.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,360 | $39.9 萬 | 0.1% | +1,000+42.4% | 加碼 | – |
| COPConocoPhillips | Stock | 3,785 | $38.7 萬 | 0.1% | −1,100−22.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,071 | $37.2 萬 | 0.1% | −15−0.7% | 減碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 3,460 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,250 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,946 | $34.7 萬 | 0.1% | −600−10.8% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（13 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CIENCiena Corp | COM NEW | 57,175 | $261.3 萬 | 0.4% | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9,745 | $102.0 萬 | 0.2% | – |
| iShares Tr464287721 | U.S. TECH ETF | 9,000 | $72.0 萬 | 0.1% | – |
| GDGeneral Dynamics Corp | Stock | 2,200 | $48.7 萬 | 0.1% | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 4,449 | $40.4 萬 | 0.1% | – |
| HSYHershey Co | COM | 1,500 | $32.3 萬 | 0.1% | 歷史 |
| CLXClorox Co | Stock | 2,018 | $28.4 萬 | <0.1% | 歷史 |
| RPMRPM International Inc | COM | 3,199 | $25.2 萬 | <0.1% | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,000 | $21.3 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,235 | $20.8 萬 | <0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 5,287 | $20.8 萬 | <0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 3,470 | $20.3 萬 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 12,901 | $18.9 萬 | <0.1% | 歷史 |