Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/9 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 40
- 較 2025 年第 2 季 0
- 總值
- $1.37 億
- 較 2025 年第 2 季 +$397.9 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,630 | $706.0 萬 | 5.1% | −65−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,020 | $662.5 萬 | 4.8% | −660−2.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 64,630 | $633.2 萬 | 4.6% | −1,635−2.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,865 | $629.9 萬 | 4.6% | −885−3.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 19,396 | $611.8 萬 | 4.5% | −105−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,984 | $609.2 萬 | 4.4% | −274−3.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 52,294 | $538.9 萬 | 3.9% | −2,090−3.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,520 | $462.8 萬 | 3.4% | +145+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 8,073 | $459.2 萬 | 3.3% | −25−0.3% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 91,340 | $447.9 萬 | 3.3% | +90+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,035 | $418.0 萬 | 3.0% | +50.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 11,858 | $414.5 萬 | 3.0% | −10−0.1% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 23,885 | $410.8 萬 | 3.0% | −665−2.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,873 | $405.6 萬 | 3.0% | −111−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,044 | $400.2 萬 | 2.9% | −75−0.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 22,320 | $381.3 萬 | 2.8% | +35+0.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,344 | $365.4 萬 | 2.7% | +15+0.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,368 | $358.6 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 14,015 | $337.4 萬 | 2.5% | −105−0.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,910 | $335.0 萬 | 2.4% | +35+0.3% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 19,080 | $321.5 萬 | 2.3% | −195−1.0% | 減碼 | 歷史 |
| AONAon plc | CL A | 8,805 | $314.0 萬 | 2.3% | −320−3.5% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 27,865 | $301.9 萬 | 2.2% | −705−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,065 | $286.3 萬 | 2.1% | +60+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 17,430 | $270.7 萬 | 2.0% | −25−0.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 37,340 | $251.3 萬 | 1.8% | −310−0.8% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,805 | $247.8 萬 | 1.8% | +15+0.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,458 | $244.1 萬 | 1.8% | −170−3.0% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 28,900 | $243.8 萬 | 1.8% | +4,395+17.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,905 | $240.1 萬 | 1.8% | +830+27.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 10,155 | $224.3 萬 | 1.6% | +250+2.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 7,869 | $186.5 萬 | 1.4% | −545−6.5% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 49,510 | $180.8 萬 | 1.3% | +35+0.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 12,345 | $180.6 萬 | 1.3% | −2,610−17.5% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,754 | $154.3 萬 | 1.1% | +40+0.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 17,915 | $151.6 萬 | 1.1% | −6,166−25.6% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 11,680 | $133.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,408 | $104.3 萬 | 0.8% | +40+0.4% | 加碼 | – |
| XYLXylem Inc. | COM | 3,310 | $48.8 萬 | 0.4% | −735−18.2% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 4,300 | $40.5 萬 | 0.3% | −725−14.4% | 減碼 | 歷史 |