LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/20 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 129
- 較 2023 年第 1 季 +3
- 總值
- $6.68 億
- 較 2023 年第 1 季 +$5,749 萬 (+9.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 279,408 | $5,420 萬 | 8.1% | −8,424−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 103,093 | $3,511 萬 | 5.3% | −643−0.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 88,054 | $2,686 萬 | 4.0% | +1,226+1.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 353,281 | $2,673 萬 | 4.0% | −24,668−6.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 173,724 | $2,527 萬 | 3.8% | +2,443+1.4% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 52,869 | $2,017 萬 | 3.0% | −35−0.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 100,730 | $1,881 萬 | 2.8% | +2,017+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 113,333 | $1,876 萬 | 2.8% | +3,531+3.2% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 211,394 | $1,736 萬 | 2.6% | +2,984+1.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 31,553 | $1,646 萬 | 2.5% | +1,895+6.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 164,188 | $1,608 萬 | 2.4% | +6,690+4.2% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 68,104 | $1,535 萬 | 2.3% | +1,981+3.0% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 63,703 | $1,433 萬 | 2.1% | +420+0.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 123,728 | $1,384 萬 | 2.1% | +1,707+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 114,454 | $1,321 萬 | 2.0% | −660−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 52,805 | $1,299 萬 | 1.9% | +788+1.5% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 129,958 | $1,185 萬 | 1.8% | −6,055−4.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 87,829 | $1,183 萬 | 1.8% | +811+0.9% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 133,897 | $1,084 萬 | 1.6% | +6,315+4.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 678,971 | $1,041 萬 | 1.6% | +63,885+10.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 54,336 | $1,006 萬 | 1.5% | +306+0.6% | 加碼 | 歷史 |
| WWDWoodward, Inc. | COM | 84,613 | $1,006 萬 | 1.5% | −395−0.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,921 | $982.1 萬 | 1.5% | +3,797+10.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 58,580 | $921.8 萬 | 1.4% | +4,681+8.7% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 88,639 | $888.4 萬 | 1.3% | +1,135+1.3% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 56,303 | $839.6 萬 | 1.3% | +1,070+1.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 138,201 | $832.2 萬 | 1.2% | −1,451−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 54,086 | $820.7 萬 | 1.2% | −953−1.7% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 54,238 | $793.5 萬 | 1.2% | +3,190+6.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 72,692 | $779.6 萬 | 1.2% | +8,167+12.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 81,850 | $721.1 萬 | 1.1% | +2,250+2.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110,528 | $706.8 萬 | 1.1% | +370.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 118,695 | $672.8 萬 | 1.0% | +118,695 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 109,949 | $657.3 萬 | 1.0% | −205−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 118,698 | $614.1 萬 | 0.9% | −379−0.3% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 26,911 | $588.0 萬 | 0.9% | −2,635−8.9% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 192,738 | $564.0 萬 | 0.8% | +2,200+1.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 18,684 | $559.6 萬 | 0.8% | +2,671+16.7% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 11,143 | $559.6 萬 | 0.8% | +214+2.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 112,793 | $554.0 萬 | 0.8% | +11,940+11.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,109 | $533.6 萬 | 0.8% | −1,025−2.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,714 | $521.2 萬 | 0.8% | +1,193+5.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 46,854 | $517.1 萬 | 0.8% | +1,339+2.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 77,444 | $488.7 萬 | 0.7% | +9,365+13.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 15,960 | $476.3 萬 | 0.7% | −472−2.9% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 18,015 | $450.7 萬 | 0.7% | −481−2.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 39,775 | $433.6 萬 | 0.6% | +889+2.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,160 | $432.3 萬 | 0.6% | +1,306+4.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,919 | $407.4 萬 | 0.6% | +161+0.6% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 73,924 | $375.7 萬 | 0.6% | −3,051−4.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 11,839 | $367.8 萬 | 0.6% | −41−0.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 102,825 | $343.8 萬 | 0.5% | +7,826+8.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,520 | $340.0 萬 | 0.5% | −16−0.1% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 31,130 | $335.0 萬 | 0.5% | −1,395−4.3% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 4,470 | $308.9 萬 | 0.5% | −176−3.8% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 98,137 | $297.8 萬 | 0.4% | −2,540−2.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,031 | $274.7 萬 | 0.4% | +2,517+21.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 18,256 | $263.9 萬 | 0.4% | +95+0.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 22,307 | $255.3 萬 | 0.4% | −5,953−21.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,661 | $251.0 萬 | 0.4% | −303−5.1% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 58,995 | $249.9 萬 | 0.4% | −6,567−10.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,098 | $246.4 萬 | 0.4% | +705+6.8% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 18,550 | $234.0 萬 | 0.4% | −470−2.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 11,378 | $216.3 萬 | 0.3% | +95+0.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 29,461 | $203.7 萬 | 0.3% | +4,217+16.7% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 27,444 | $203.6 萬 | 0.3% | −66−0.2% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 23,125 | $196.4 萬 | 0.3% | +23,125 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,675 | $193.5 萬 | 0.3% | −170−2.9% | 減碼 | 歷史 |
| WATWaters Corp | COM | 6,619 | $176.4 萬 | 0.3% | −250−3.6% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 45,038 | $167.5 萬 | 0.3% | +3,567+8.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,538 | $162.0 萬 | 0.2% | −500−3.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,837 | $136.4 萬 | 0.2% | +328+13.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 6,032 | $136.3 萬 | 0.2% | +910+17.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,252 | $123.8 萬 | 0.2% | +6,780+274.3% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,953 | $118.5 萬 | 0.2% | +371+3.9% | 加碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 37,647 | $104.0 萬 | 0.2% | −827−2.1% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 3,306 | $95.3 萬 | 0.1% | +1,125+51.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,581 | $88.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 6,330 | $87.4 萬 | 0.1% | −45−0.7% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 23,956 | $85.0 萬 | 0.1% | +1,892+8.6% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 3,738 | $83.0 萬 | 0.1% | +455+13.9% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 11,448 | $80.4 萬 | 0.1% | −207−1.8% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,576 | $66.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 11,500 | $66.4 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 7,047 | $62.9 萬 | 0.1% | −189−2.6% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,205 | $57.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,052 | $56.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 1,679 | $51.8 萬 | 0.1% | +1,679 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,958 | $51.4 萬 | 0.1% | −402−12.0% | 減碼 | – |
| EVRGEvergy, Inc. | Stock | 8,780 | $51.3 萬 | 0.1% | +4,775+119.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,250 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,041 | $47.9 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,680 | $43.5 萬 | 0.1% | 00.0% | 不變 | – |
| VMIValmont Industries Inc | COM | 1,380 | $40.2 萬 | 0.1% | +280+25.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,972 | $40.1 萬 | 0.1% | −700−15.0% | 減碼 | 歷史 |
| BPBP PLC | ADR | 11,350 | $40.1 萬 | 0.1% | −850−7.0% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,460 | $38.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,800 | $37.0 萬 | 0.1% | −146−3.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,646 | $36.3 萬 | 0.1% | −320−16.3% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 12,927 | $33.9 萬 | 0.1% | +96+0.7% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 13,662 | $446.9 萬 | 0.7% | 歷史 |
| USBUS Bancorp DE | COM NEW | 43,648 | $157.4 萬 | 0.3% | 歷史 |
| BABoeing Co | Stock | 1,350 | $28.7 萬 | <0.1% | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 5,385 | $27.1 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 1,081 | $24.4 萬 | <0.1% | 歷史 |