Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 40
- 較 2025 年第 1 季 −1
- 總值
- $1.33 億
- 較 2025 年第 1 季 +$666.1 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,695 | $681.2 萬 | 5.1% | −325−2.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,258 | $643.7 萬 | 4.8% | −253−3.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 66,265 | $618.3 萬 | 4.6% | −1,730−2.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,501 | $565.4 萬 | 4.2% | −430−2.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,680 | $547.4 萬 | 4.1% | −950−3.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 54,384 | $531.8 萬 | 4.0% | −2,405−4.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,375 | $489.6 萬 | 3.7% | −400−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 26,750 | $474.5 萬 | 3.6% | −2,060−7.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,098 | $455.1 萬 | 3.4% | −180−2.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,030 | $417.5 萬 | 3.1% | −255−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,119 | $416.1 萬 | 3.1% | −540−2.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 11,868 | $394.2 萬 | 3.0% | −205−1.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,368 | $388.5 萬 | 2.9% | −135−1.8% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 91,250 | $383.3 萬 | 2.9% | −1,670−1.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 24,550 | $378.0 萬 | 2.8% | −475−1.9% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,329 | $359.1 萬 | 2.7% | −335−2.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 19,275 | $353.6 萬 | 2.7% | −460−2.3% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,120 | $338.9 萬 | 2.5% | +70+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,984 | $335.8 萬 | 2.5% | −370−1.7% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,285 | $333.3 萬 | 2.5% | −1,075−4.6% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 37,650 | $328.6 萬 | 2.5% | −135−0.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 9,125 | $325.5 萬 | 2.4% | −110−1.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,628 | $305.8 萬 | 2.3% | −135−2.3% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 28,570 | $303.4 萬 | 2.3% | −1,330−4.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,875 | $259.6 萬 | 1.9% | +2,775+30.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,005 | $256.8 萬 | 1.9% | −85−1.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 17,455 | $249.9 萬 | 1.9% | −173−1.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 14,955 | $233.2 萬 | 1.8% | −829−5.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,414 | $229.4 萬 | 1.7% | −195−2.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 9,905 | $226.6 萬 | 1.7% | +2,010+25.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 24,081 | $220.7 萬 | 1.7% | −845−3.4% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 49,475 | $219.1 萬 | 1.6% | −870−1.7% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,790 | $211.8 萬 | 1.6% | −1,125−7.1% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 24,505 | $197.0 萬 | 1.5% | +555+2.3% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,075 | $162.7 萬 | 1.2% | +3,075 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,714 | $152.5 萬 | 1.1% | −2,575−11.6% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 11,680 | $121.7 萬 | 0.9% | +11,680 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,368 | $102.9 萬 | 0.8% | +160+1.6% | 加碼 | – |
| XYLXylem Inc. | COM | 4,045 | $52.3 萬 | 0.4% | −1,050−20.6% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 5,025 | $52.3 萬 | 0.4% | −715−12.5% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。