Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/4 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 41
- 較 2024 年第 2 季 +1
- 總值
- $1.41 億
- 較 2024 年第 2 季 +$451.1 萬 (+3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 9,746 | $863.4 萬 | 6.1% | −240−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 31,228 | $727.6 萬 | 5.1% | −50.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,720 | $676.4 萬 | 4.8% | −25−0.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 74,260 | $558.1 萬 | 3.9% | −4,000−5.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 32,930 | $550.6 萬 | 3.9% | −875−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 68,157 | $550.4 萬 | 3.9% | −425−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,704 | $514.5 萬 | 3.6% | −879−2.9% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 14,165 | $511.7 萬 | 3.6% | −50.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,051 | $465.0 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 17,849 | $455.7 萬 | 3.2% | −1,225−6.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 9,075 | $448.1 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,284 | $428.0 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 21,465 | $400.0 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 25,795 | $395.0 萬 | 2.8% | +85+0.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 20,065 | $392.0 萬 | 2.8% | −20−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,999 | $388.9 萬 | 2.8% | −1,281−5.1% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 15,095 | $368.9 萬 | 2.6% | −205−1.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 22,565 | $362.5 萬 | 2.6% | −2,225−9.0% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 50,230 | $358.7 萬 | 2.5% | −2,230−4.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 13,228 | $355.1 萬 | 2.5% | −240−1.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 10,015 | $346.5 萬 | 2.5% | +25+0.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,363 | $312.6 萬 | 2.2% | −345−5.1% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 37,040 | $301.7 萬 | 2.1% | −335−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,270 | $294.6 萬 | 2.1% | +1,535+26.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 29,426 | $286.9 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 19,383 | $285.5 萬 | 2.0% | +40+0.2% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 41,240 | $276.5 萬 | 2.0% | −45−0.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 42,300 | $274.1 萬 | 1.9% | −525−1.2% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 16,865 | $268.0 萬 | 1.9% | +2,695+19.0% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 33,080 | $266.3 萬 | 1.9% | +465+1.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,449 | $258.6 萬 | 1.8% | −920−8.9% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 26,115 | $193.9 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| CSGPCostar Group, Inc. | COM | 23,415 | $176.6 萬 | 1.2% | +350+1.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 21,860 | $171.3 萬 | 1.2% | +186+0.9% | 加碼 | – |
| TOSTToast, Inc. | Stock | 56,120 | $158.9 萬 | 1.1% | +12,590+28.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,605 | $129.1 萬 | 0.9% | −3,332−18.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,953 | $100.8 萬 | 0.7% | +175+1.8% | 加碼 | – |
| XYLXylem Inc. | COM | 6,110 | $82.5 萬 | 0.6% | −980−13.8% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,600 | $77.3 萬 | 0.5% | −545−7.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,395 | $40.8 萬 | 0.3% | +2,395 | 新進 | 歷史 |