LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/15 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 149
- 較 2026 年第 1 季 +8
- 總值
- $8.42 億
- 較 2026 年第 1 季 +$3,888 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 202,608 | $5,863 萬 | 7.0% | −3,619−1.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 40,343 | $4,296 萬 | 5.1% | −5,738−12.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 122,829 | $4,021 萬 | 4.8% | −2,510−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 126,245 | $3,206 萬 | 3.8% | −5,552−4.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 83,870 | $3,129 萬 | 3.7% | +2,780+3.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 68,418 | $2,584 萬 | 3.1% | −5,063−6.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 132,012 | $2,505 萬 | 3.0% | −4,760−3.5% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 484,553 | $2,474 萬 | 2.9% | +18,419+4.0% | 加碼 | – |
| WWDWoodward, Inc. | COM | 56,158 | $2,389 萬 | 2.8% | −3,149−5.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 75,766 | $2,385 萬 | 2.8% | +3,644+5.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 71,655 | $1,996 萬 | 2.4% | +248+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 73,119 | $1,840 萬 | 2.2% | +1,944+2.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 14,587 | $1,714 萬 | 2.0% | −2,361−13.9% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 55,967 | $1,651 萬 | 2.0% | −592−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,626 | $1,636 萬 | 1.9% | −477−0.7% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 64,525 | $1,603 萬 | 1.9% | +2,013+3.2% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 36,553 | $1,523 萬 | 1.8% | −477−1.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 30,081 | $1,508 萬 | 1.8% | −569−1.9% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 19,149 | $1,451 萬 | 1.7% | −1,230−6.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 42,539 | $1,439 萬 | 1.7% | −375−0.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 122,802 | $1,433 萬 | 1.7% | +2,685+2.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 200,644 | $1,433 萬 | 1.7% | +89,442+80.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 74,542 | $1,314 萬 | 1.6% | −4,580−5.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 146,268 | $1,284 萬 | 1.5% | +5,166+3.7% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 175,773 | $1,179 萬 | 1.4% | −4,593−2.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 118,275 | $1,163 萬 | 1.4% | +9,776+9.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 39,414 | $1,108 萬 | 1.3% | +2,770+7.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 85,476 | $1,098 萬 | 1.3% | −2,676−3.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 65,078 | $1,079 萬 | 1.3% | −2,272−3.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,954 | $936.6 萬 | 1.1% | −2,108−14.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,471 | $900.0 萬 | 1.1% | −463−1.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 73,103 | $858.7 萬 | 1.0% | −2,902−3.8% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 84,388 | $817.6 萬 | 1.0% | −3,175−3.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,462 | $767.0 萬 | 0.9% | −769−3.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 50,375 | $738.7 萬 | 0.9% | −1,466−2.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 45,803 | $717.5 萬 | 0.9% | +45,803 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 77,206 | $700.6 萬 | 0.8% | −1,218−1.6% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 277,925 | $659.0 萬 | 0.8% | −1,510−0.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 30,086 | $633.5 萬 | 0.8% | −1,591−5.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,907 | $633.2 萬 | 0.8% | −2,169−3.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 66,139 | $610.3 萬 | 0.7% | −1,773−2.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 44,826 | $606.9 萬 | 0.7% | −603−1.3% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 114,371 | $569.8 萬 | 0.7% | −3,546−3.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,559 | $554.5 萬 | 0.7% | −52,955−56.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | Stock | 24,746 | $554.1 萬 | 0.7% | +24,746 | 新進 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 24,674 | $545.5 萬 | 0.6% | +24,674 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 179,485 | $506.0 萬 | 0.6% | −16,196−8.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,915 | $446.1 萬 | 0.5% | +615+7.4% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 15,345 | $445.9 萬 | 0.5% | −671−4.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 8,234 | $433.5 萬 | 0.5% | −126−1.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 12,282 | $360.1 萬 | 0.4% | −706−5.4% | 減碼 | 歷史 |
| HSYHershey Co | COM | 20,463 | $359.0 萬 | 0.4% | −749−3.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 67,790 | $355.3 萬 | 0.4% | +6,150+10.0% | 加碼 | – |
| AMGNAmgen Inc | Stock | 9,444 | $342.0 萬 | 0.4% | −634−6.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 43,028 | $336.6 萬 | 0.4% | −7,897−15.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,998 | $317.4 萬 | 0.4% | −471−5.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 33,303 | $289.5 萬 | 0.3% | +1,442+4.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 64,718 | $274.0 萬 | 0.3% | +106+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 11,795 | $264.1 萬 | 0.3% | +68+0.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 13,460 | $256.4 萬 | 0.3% | −10−0.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,134 | $246.9 萬 | 0.3% | +100+1.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 10,996 | $245.1 萬 | 0.3% | −289−2.6% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 25,582 | $221.1 萬 | 0.3% | +25+0.1% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 38,328 | $219.4 萬 | 0.3% | +7,960+26.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 36,644 | $211.1 萬 | 0.3% | −177−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,514 | $202.5 萬 | 0.2% | +1,524+6.9% | 加碼依 6 比 1 拆股換算 | – |
| TTDTrade Desk, Inc. | Stock | 111,703 | $202.0 萬 | 0.2% | +43,509+63.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 19,535 | $199.6 萬 | 0.2% | −2,740−12.3% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 6,671 | $198.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TELTE Connectivity plc | Stock | 9,715 | $195.9 萬 | 0.2% | +9,715 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 23,504 | $191.0 萬 | 0.2% | +174+0.7% | 加碼 | 歷史 |
| STTState Street Corp | COM | 10,765 | $182.6 萬 | 0.2% | −2,080−16.2% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 7,689 | $181.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,533 | $176.7 萬 | 0.2% | +30.0% | 加碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 30,595 | $175.7 萬 | 0.2% | −904−2.9% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 58,883 | $148.8 萬 | 0.2% | −13,083−18.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,902 | $142.0 萬 | 0.2% | −170−8.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,290 | $124.0 萬 | 0.1% | −26−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,487 | $119.6 萬 | 0.1% | +269+5.2% | 加碼 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 11,989 | $117.9 萬 | 0.1% | +732+6.5% | 加碼 | – |
| MUMicron Technology Inc | Stock | 964 | $111.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 2,929 | $109.8 萬 | 0.1% | −93−3.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,015 | $104.0 萬 | 0.1% | −245−3.0% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,636 | $103.6 萬 | 0.1% | +953+11.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 7,410 | $103.5 萬 | 0.1% | +188+2.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,253 | $101.6 萬 | 0.1% | −291−11.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,275 | $100.5 萬 | 0.1% | −980−15.7% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 17,707 | $99.8 萬 | 0.1% | −8,204−31.7% | 減碼 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 10,340 | $94.5 萬 | 0.1% | +554+5.7% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,759 | $91.0 萬 | 0.1% | +178+3.2% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 2,591 | $87.7 萬 | 0.1% | −322−11.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,202 | $86.1 萬 | 0.1% | −901−17.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 18,569 | $85.5 萬 | 0.1% | +1,784+10.6% | 加碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 15,506 | $82.0 萬 | 0.1% | +83+0.5% | 加碼 | – |
| KAIKadant Inc | COM | 2,378 | $74.7 萬 | 0.1% | −280−10.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 7,403 | $70.9 萬 | 0.1% | +347+4.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,435 | $68.7 萬 | 0.1% | +421+14.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 8,048 | $67.3 萬 | 0.1% | −28−0.3% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,185 | $55.2 萬 | 0.1% | +350+7.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,005 | $55.1 萬 | 0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 50,509 | $1,142 萬 | 1.4% | 歷史 |
| MRCCMonroe Capital Corp | COM | 122,470 | $56.3 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,679 | $47.8 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,434 | $29.2 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,398 | $20.4 萬 | <0.1% | – |