Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/22 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 40
- 較 2023 年第 3 季 +1
- 總值
- $1.17 億
- 較 2023 年第 3 季 +$1,313 萬 (+12.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 11,162 | $650.7 萬 | 5.6% | −1,231−9.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,107 | $598.9 萬 | 5.1% | −750−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,588 | $548.6 萬 | 4.7% | −10−0.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 38,165 | $473.6 萬 | 4.1% | +240+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 33,430 | $471.1 萬 | 4.0% | −180−0.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 75,245 | $463.3 萬 | 4.0% | −200−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 10,232 | $436.4 萬 | 3.7% | −902−8.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,505 | $417.7 萬 | 3.6% | +555+2.0% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,050 | $387.9 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 12,930 | $387.2 萬 | 3.3% | −60−0.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 12,207 | $379.0 萬 | 3.2% | +130+1.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 24,036 | $376.7 萬 | 3.2% | +445+1.9% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 17,890 | $353.1 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 26,175 | $336.2 萬 | 2.9% | +85+0.3% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 16,944 | $336.1 萬 | 2.9% | +285+1.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,487 | $329.8 萬 | 2.8% | +221+3.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 50,777 | $328.9 萬 | 2.8% | −55−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,022 | $323.6 萬 | 2.8% | +700+3.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 20,275 | $319.6 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 21,905 | $286.8 萬 | 2.5% | +305+1.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,855 | $285.6 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,340 | $278.7 萬 | 2.4% | +450+2.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 27,277 | $261.9 萬 | 2.2% | +450+1.7% | 加碼 | 歷史 |
| AONAon plc | CL A | 8,775 | $255.4 萬 | 2.2% | +95+1.1% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 23,140 | $247.7 萬 | 2.1% | +750+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 16,592 | $247.5 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| HOLXHologic Inc | COM | 32,720 | $233.8 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 31,305 | $215.4 萬 | 1.8% | +6,775+27.6% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 26,690 | $178.5 萬 | 1.5% | −875−3.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,159 | $174.0 萬 | 1.5% | +110+2.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,770 | $165.3 萬 | 1.4% | +165+3.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 15,050 | $163.4 萬 | 1.4% | +115+0.8% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 18,839 | $143.9 萬 | 1.2% | −394−2.0% | 減碼 | – |
| CSGPCostar Group, Inc. | COM | 15,760 | $137.7 萬 | 1.2% | +1,225+8.4% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 10,125 | $127.2 萬 | 1.1% | −130−1.3% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 10,515 | $120.2 萬 | 1.0% | −1,670−13.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,621 | $85.6 萬 | 0.7% | +95+1.1% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 5,800 | $75.0 萬 | 0.6% | +5,800 | 新進 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $54.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,340 | $21.1 萬 | 0.2% | −3,925−62.6% | 減碼 | 歷史 |