LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/23 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 136
- 較 2024 年第 1 季 +2
- 總值
- $6.82 億
- 較 2024 年第 1 季 +$598.9 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 231,756 | $4,881 萬 | 7.2% | −11,101−4.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 90,399 | $4,040 萬 | 5.9% | −1,929−2.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 148,287 | $2,999 萬 | 4.4% | −3,858−2.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 78,836 | $2,682 萬 | 3.9% | −850−1.1% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 83,928 | $1,997 萬 | 2.9% | −1,859−2.2% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 42,404 | $1,964 萬 | 2.9% | −1,087−2.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 131,689 | $1,925 萬 | 2.8% | +3,570+2.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 180,279 | $1,810 萬 | 2.7% | −381−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,073 | $1,768 萬 | 2.6% | +1,383+2.7% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 177,419 | $1,580 萬 | 2.3% | +1,862+1.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 27,501 | $1,521 萬 | 2.2% | +187+0.7% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 60,967 | $1,516 萬 | 2.2% | −455−0.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 570,381 | $1,445 萬 | 2.1% | +37,275+7.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 117,028 | $1,387 萬 | 2.0% | +561+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 78,093 | $1,339 萬 | 2.0% | −1,259−1.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 105,413 | $1,305 萬 | 1.9% | −1,186−1.1% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 73,699 | $1,285 萬 | 1.9% | −1,730−2.3% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 57,713 | $1,267 萬 | 1.9% | +400+0.7% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 223,305 | $1,209 萬 | 1.8% | −575−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 76,966 | $1,204 萬 | 1.8% | +2,225+3.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 99,235 | $1,142 萬 | 1.7% | +1,465+1.5% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 58,052 | $1,116 萬 | 1.6% | +4,671+8.8% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 131,198 | $974.1 萬 | 1.4% | +3,960+3.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 53,493 | $882.3 萬 | 1.3% | −66−0.1% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 82,098 | $851.2 萬 | 1.2% | +133+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 50,780 | $837.5 萬 | 1.2% | −2,280−4.3% | 減碼 | 歷史 |
| HSYHershey Co | COM | 45,406 | $834.7 萬 | 1.2% | +45,406 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 62,968 | $828.2 萬 | 1.2% | +725+1.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 30,814 | $769.9 萬 | 1.1% | +321+1.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 44,279 | $765.8 萬 | 1.1% | +4,836+12.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 96,171 | $708.7 萬 | 1.0% | −4,934−4.9% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 32,834 | $701.1 萬 | 1.0% | +605+1.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,987 | $676.1 萬 | 1.0% | −733−2.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 36,231 | $664.6 萬 | 1.0% | −2,673−6.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 35,589 | $617.0 萬 | 0.9% | +3,459+10.8% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 86,034 | $601.4 萬 | 0.9% | −1,179−1.4% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 173,051 | $583.4 萬 | 0.9% | +1,663+1.0% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 43,365 | $573.4 萬 | 0.8% | +2,352+5.7% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 117,487 | $554.3 萬 | 0.8% | −1,964−1.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 71,411 | $551.8 萬 | 0.8% | −2,705−3.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 49,433 | $513.7 萬 | 0.8% | +1,648+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 107,738 | $511.9 萬 | 0.8% | −488−0.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 10,297 | $501.7 萬 | 0.7% | −72−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 20,439 | $473.3 萬 | 0.7% | −325−1.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 69,857 | $473.0 萬 | 0.7% | −6,211−8.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 54,791 | $431.3 萬 | 0.6% | −4,035−6.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,347 | $416.6 萬 | 0.6% | −360−2.2% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 102,290 | $397.4 萬 | 0.6% | −262−0.3% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,556 | $394.3 萬 | 0.6% | −109−0.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 57,281 | $385.9 萬 | 0.6% | −1,767−3.0% | 減碼依 2 比 1 拆股換算 | 歷史 |
| VMIValmont Industries Inc | COM | 13,965 | $383.3 萬 | 0.6% | −539−3.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 11,353 | $354.7 萬 | 0.5% | +146+1.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,296 | $354.4 萬 | 0.5% | −184−1.8% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,630 | $351.7 萬 | 0.5% | +556+4.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,448 | $344.9 萬 | 0.5% | −188−1.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 14,375 | $339.2 萬 | 0.5% | −732−4.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 45,008 | $339.2 萬 | 0.5% | −2,584−5.4% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 66,102 | $337.7 萬 | 0.5% | −1,725−2.5% | 減碼 | – |
| CMAComerica Inc | COM | 63,537 | $324.3 萬 | 0.5% | +7,496+13.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 7,838 | $318.8 萬 | 0.5% | −37−0.5% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 19,461 | $290.0 萬 | 0.4% | −483−2.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,838 | $288.5 萬 | 0.4% | −305−1.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 79,686 | $246.8 萬 | 0.4% | −5,967−7.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 37,102 | $236.2 萬 | 0.3% | −93,892−71.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,414 | $224.8 萬 | 0.3% | +57+1.3% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 8,602 | $193.9 萬 | 0.3% | −165−1.9% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 8,134 | $192.7 萬 | 0.3% | −715−8.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,031 | $164.0 萬 | 0.2% | −475−3.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 38,842 | $161.3 萬 | 0.2% | −12,648−24.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,867 | $156.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 36,921 | $152.3 萬 | 0.2% | −3,645−9.0% | 減碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 35,565 | $144.3 萬 | 0.2% | −293−0.8% | 減碼 | 歷史 |
| WATWaters Corp | COM | 4,539 | $131.7 萬 | 0.2% | −525−10.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 9,355 | $129.3 萬 | 0.2% | −756−7.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,388 | $126.7 萬 | 0.2% | +859+34.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 21,166 | $122.7 萬 | 0.2% | +1,378+7.0% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,553 | $122.3 萬 | 0.2% | −110−6.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 3,825 | $116.1 萬 | 0.2% | +87+2.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,256 | $106.8 萬 | 0.2% | −31−2.4% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,588 | $105.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KVUEKenvue Inc. | Stock | 55,665 | $101.2 萬 | 0.1% | +16,645+42.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,101 | $93.5 萬 | 0.1% | −105−4.8% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,113 | $92.0 萬 | 0.1% | +1,195+41.0% | 加碼 | 歷史 |
| MRCYMercury Systems Inc | COM | 32,370 | $87.4 萬 | 0.1% | −5,375−14.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 11,148 | $86.5 萬 | 0.1% | −192−1.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 11,278 | $80.5 萬 | 0.1% | −3,087−21.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,496 | $69.2 萬 | 0.1% | −159−1.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,216 | $67.6 萬 | 0.1% | +1,359+47.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,958 | $66.9 萬 | 0.1% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 12,292 | $65.1 萬 | 0.1% | −293−2.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,080 | $60.9 萬 | 0.1% | −15−1.4% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 5,244 | $59.5 萬 | 0.1% | +261+5.2% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,545 | $57.9 萬 | 0.1% | +2,677+45.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 7,528 | $57.7 萬 | 0.1% | +3,347+80.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,826 | $56.3 萬 | 0.1% | −190−6.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,250 | $55.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 7,455 | $52.4 萬 | 0.1% | +2,388+47.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,323 | $51.3 萬 | 0.1% | +572+15.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 10,883 | $49.5 萬 | 0.1% | +5,045+86.4% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,941 | $49.2 萬 | 0.1% | +845+20.6% | 加碼 | – |
2024 年第 1 季之後清倉（5 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。