Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 40
- 較 2024 年第 1 季 +1
- 總值
- $1.37 億
- 較 2024 年第 1 季 −$216.8 萬 (−1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 9,986 | $904.1 萬 | 6.6% | −889−8.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,745 | $703.7 萬 | 5.1% | −320−2.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,233 | $657.8 萬 | 4.8% | −1,041−3.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 33,805 | $620.1 萬 | 4.5% | −1,370−3.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 78,260 | $568.8 萬 | 4.2% | −3,000−3.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 30,583 | $504.4 萬 | 3.7% | −157−0.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 14,170 | $482.1 萬 | 3.5% | +50.0% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 41,285 | $468.1 萬 | 3.4% | −413−1.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 68,582 | $464.4 萬 | 3.4% | −168−0.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 19,074 | $454.0 萬 | 3.3% | +60+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,051 | $446.0 萬 | 3.3% | +304+1.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,465 | $414.8 萬 | 3.0% | +520+2.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 9,075 | $400.4 萬 | 2.9% | −857−8.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 13,468 | $370.7 萬 | 2.7% | −139−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 25,280 | $369.5 萬 | 2.7% | −1,156−4.4% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,284 | $369.5 萬 | 2.7% | +21+0.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 20,085 | $348.2 萬 | 2.5% | −295−1.4% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 15,300 | $342.0 萬 | 2.5% | −730−4.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 24,790 | $339.4 萬 | 2.5% | −3,250−11.6% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 52,460 | $329.7 萬 | 2.4% | −1,905−3.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 25,710 | $318.3 萬 | 2.3% | +605+2.4% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 42,825 | $315.6 萬 | 2.3% | +4,160+10.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,343 | $302.6 萬 | 2.2% | +51+0.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,708 | $298.4 萬 | 2.2% | +349+5.5% | 加碼 | 歷史 |
| AONAon plc | CL A | 9,990 | $293.3 萬 | 2.1% | −30−0.3% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 26,115 | $281.1 萬 | 2.1% | −25−0.1% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 37,375 | $277.5 萬 | 2.0% | −215−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,369 | $266.6 萬 | 1.9% | −1,091−9.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 32,615 | $249.0 萬 | 1.8% | +1,940+6.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 29,426 | $229.1 萬 | 1.7% | −351−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,735 | $197.4 萬 | 1.4% | +65+1.1% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,170 | $187.4 萬 | 1.4% | +2,675+23.3% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 23,065 | $171.0 萬 | 1.2% | +2,230+10.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 21,674 | $162.3 萬 | 1.2% | +1,960+9.9% | 加碼 | – |
| NKENIKE, Inc. | Stock | 17,937 | $135.2 萬 | 1.0% | +1,607+9.8% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 43,530 | $112.2 萬 | 0.8% | +43,530 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 7,090 | $96.2 萬 | 0.7% | −1,975−21.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,778 | $94.9 萬 | 0.7% | +1,070+12.3% | 加碼 | – |
| CNICanadian National Railway Co | Stock | 7,145 | $84.4 萬 | 0.6% | −1,135−13.7% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $61.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |