Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 41
- 較 2024 年第 3 季 0
- 總值
- $1.27 億
- 較 2024 年第 3 季 −$1,431 萬 (−10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 28,368 | $710.4 萬 | 5.6% | −2,860−9.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,471 | $654.0 萬 | 5.1% | −1,275−13.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,053 | $592.3 萬 | 4.7% | −1,667−10.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 29,210 | $556.3 萬 | 4.4% | −3,720−11.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 60,687 | $548.3 萬 | 4.3% | −7,470−11.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,796 | $474.5 萬 | 3.7% | −2,255−10.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,740 | $458.7 萬 | 3.6% | −1,425−10.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,439 | $443.2 萬 | 3.5% | −3,265−11.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,300 | $437.1 萬 | 3.4% | −775−8.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,170 | $420.6 萬 | 3.3% | −2,295−10.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 67,635 | $408.0 萬 | 3.2% | −6,625−8.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 23,525 | $405.6 萬 | 3.2% | −2,270−8.8% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,360 | $366.6 萬 | 2.9% | −924−11.2% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 13,940 | $359.7 萬 | 2.8% | −1,155−7.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 14,519 | $340.2 萬 | 2.7% | −3,330−18.7% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 11,798 | $337.2 萬 | 2.7% | −1,430−10.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 9,220 | $331.1 萬 | 2.6% | −795−7.9% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 45,995 | $330.8 萬 | 2.6% | −4,235−8.4% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 20,595 | $306.9 萬 | 2.4% | −1,970−8.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,713 | $298.2 萬 | 2.3% | −650−10.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,979 | $288.9 萬 | 2.3% | −4,020−16.8% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 17,420 | $283.8 萬 | 2.2% | −2,645−13.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,459 | $282.8 萬 | 2.2% | −990−10.5% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 37,820 | $279.9 萬 | 2.2% | −4,480−10.6% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 29,750 | $268.4 萬 | 2.1% | −3,330−10.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,805 | $264.7 萬 | 2.1% | −465−6.4% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 33,335 | $259.2 萬 | 2.0% | −7,905−19.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 17,493 | $253.4 萬 | 2.0% | −1,890−9.8% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 15,175 | $235.3 萬 | 1.9% | −1,690−10.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 25,731 | $234.8 萬 | 1.8% | −3,695−12.6% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 23,925 | $215.7 萬 | 1.7% | −2,190−8.4% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 49,770 | $181.4 萬 | 1.4% | −6,350−11.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 22,239 | $166.2 萬 | 1.3% | +379+1.7% | 加碼 | – |
| HOLXHologic Inc | COM | 18,515 | $133.5 萬 | 1.1% | −18,525−50.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 18,175 | $130.1 萬 | 1.0% | −5,240−22.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,190 | $119.8 萬 | 0.9% | +4,795+200.2% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,133 | $98.2 萬 | 0.8% | +180+1.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $68.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 6,370 | $64.7 萬 | 0.5% | −230−3.5% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 5,420 | $62.9 萬 | 0.5% | −690−11.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,290 | $40.0 萬 | 0.3% | −9,315−63.8% | 減碼 | 歷史 |