Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/23 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 43
- 較 2025 年第 4 季 +2
- 總值
- $1.25 億
- 較 2025 年第 4 季 −$1,062 萬 (−7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 25,625 | $735.1 萬 | 5.9% | −225−0.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,861 | $723.0 萬 | 5.8% | −62−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,825 | $655.4 萬 | 5.3% | −185−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 47,060 | $584.9 萬 | 4.7% | −560−1.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,696 | $550.0 萬 | 4.4% | −100−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,398 | $523.1 萬 | 4.2% | −140−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,550 | $501.6 萬 | 4.0% | −80−0.6% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 98,075 | $455.1 萬 | 3.7% | +455+0.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 12,314 | $441.9 萬 | 3.5% | −54−0.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 59,965 | $431.3 萬 | 3.5% | −3,645−5.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,410 | $407.8 萬 | 3.3% | −75−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 8,003 | $399.9 萬 | 3.2% | −50−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,995 | $395.6 萬 | 3.2% | −100−0.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,450 | $388.4 萬 | 3.1% | −10−0.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 18,015 | $372.7 萬 | 3.0% | −75−0.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,654 | $370.5 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 13,354 | $355.2 萬 | 2.9% | −30−0.2% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,255 | $278.4 萬 | 2.2% | −40−0.3% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 22,010 | $259.8 萬 | 2.1% | −610−2.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 16,290 | $256.2 萬 | 2.1% | −1,590−8.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,448 | $251.1 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| RBARB Global Inc. | COM | 25,160 | $241.2 萬 | 1.9% | −920−3.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,596 | $238.0 萬 | 1.9% | −1,240−18.1% | 減碼 | 歷史 |
| AONAon plc | CL A | 7,355 | $237.4 萬 | 1.9% | −1,130−13.3% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 36,780 | $231.0 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,765 | $222.5 萬 | 1.8% | −100−1.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 18,590 | $213.8 萬 | 1.7% | −3,680−16.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,860 | $185.3 萬 | 1.5% | +380+25.7% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,765 | $173.1 萬 | 1.4% | −145−1.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,364 | $157.2 萬 | 1.3% | +110+0.5% | 加碼 | – |
| WMWaste Management Inc | Stock | 6,585 | $151.3 萬 | 1.2% | +230+3.6% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 11,680 | $135.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| TOSTToast, Inc. | Stock | 49,810 | $132.0 萬 | 1.1% | −600−1.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,614 | $123.5 萬 | 1.0% | −180−2.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,185 | $123.1 萬 | 1.0% | +4,560+280.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 11,605 | $121.3 萬 | 1.0% | +3,155+37.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,508 | $104.3 萬 | 0.8% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 11,605 | $104.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 7,745 | $100.6 萬 | 0.8% | −4,330−35.9% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 3,765 | $38.7 萬 | 0.3% | −310−7.6% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 3,145 | $37.6 萬 | 0.3% | −125−3.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,575 | $27.5 萬 | 0.2% | +1,575 | 新進 | 歷史 |
| MDLNMedline Inc. | COM CL A | 5,440 | $24.2 萬 | 0.2% | +5,440 | 新進 | 歷史 |