Kampmann Melissa S.
- SEC CIK
- 0001999898
- 最新申報
- 2026/7/29
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/29 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 44
- 較 2026 年第 1 季 +1
- 總值
- $1.32 億
- 較 2026 年第 1 季 +$775.0 萬 (+6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 7,762 | $931.0 萬 | 7.0% | −99−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 25,524 | $901.8 萬 | 6.8% | −101−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,685 | $743.2 萬 | 5.6% | −140−0.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 12,327 | $610.3 萬 | 4.6% | +13+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,640 | $610.1 萬 | 4.6% | −56−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,188 | $538.1 萬 | 4.1% | −210−1.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,437 | $521.3 萬 | 3.9% | −13−0.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 45,836 | $519.1 萬 | 3.9% | −1,224−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,457 | $502.0 萬 | 3.8% | −93−0.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 98,373 | $472.5 萬 | 3.6% | +298+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,955 | $451.8 萬 | 3.4% | −40−0.2% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 14,421 | $422.3 萬 | 3.2% | +166+1.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 58,265 | $420.4 萬 | 3.2% | −1,700−2.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 7,987 | $410.2 萬 | 3.1% | −16−0.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 12,258 | $385.9 萬 | 2.9% | −152−1.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,652 | $376.2 萬 | 2.8% | −20.0% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 13,423 | $374.0 萬 | 2.8% | +69+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 18,701 | $310.0 萬 | 2.3% | +686+3.8% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 23,902 | $278.3 萬 | 2.1% | −1,258−5.0% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 21,012 | $249.9 萬 | 1.9% | −998−4.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 36,343 | $244.8 萬 | 1.8% | −437−1.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,725 | $237.2 萬 | 1.8% | −40−0.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,463 | $217.3 萬 | 1.6% | +15+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,076 | $194.2 萬 | 1.5% | +216+11.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 19,020 | $188.8 萬 | 1.4% | +7,415+63.9% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 15,074 | $185.6 萬 | 1.4% | −1,216−7.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 11,732 | $171.9 萬 | 1.3% | −33−0.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 14,260 | $167.8 萬 | 1.3% | −4,330−23.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,020 | $160.5 萬 | 1.2% | +6,445+409.2% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,945 | $154.8 萬 | 1.2% | +360+5.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,151 | $154.6 萬 | 1.2% | −213−1.0% | 減碼 | – |
| BABoeing Co | Stock | 6,699 | $145.0 萬 | 1.1% | +514+8.3% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 11,680 | $136.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AONAon plc | CL A | 3,900 | $129.4 萬 | 1.0% | −3,455−47.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 12,479 | $127.5 萬 | 1.0% | +874+7.5% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 43,709 | $121.6 萬 | 0.9% | −6,101−12.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,797 | $113.9 萬 | 0.9% | −2,799−50.0% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,053 | $109.4 萬 | 0.8% | +545+5.2% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 4,240 | $66.4 萬 | 0.5% | −2,374−35.9% | 減碼 | 歷史 |
| MDLNMedline Inc. | COM CL A | 13,938 | $55.0 萬 | 0.4% | +8,498+156.2% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 3,365 | $40.1 萬 | 0.3% | −400−10.6% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,895 | $32.2 萬 | 0.2% | +1,895 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 250 | $26.6 萬 | 0.2% | +250 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 2,150 | $25.4 萬 | 0.2% | −995−31.6% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。