LaFleur & Godfrey LLC
GRAND RAPIDS MI · SEC CIK 0001387458
$8.03亿2026Q1 申报市值
141持仓数
37.6%前十大占比 · 第一大 6.5%
0 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFLX 加仓+$973.84万
FLOT 加仓+$308.18万
TSN 加仓+$122.59万
FITB 加仓+$70.68万
NEE 加仓+$68.18万
2026Q1 卖出最多 按季末市值估算
HOLOGIC INC 清仓-$710.35万
AAPL 减仓-$184.53万
COMERICA INC 清仓-$116.29万
CAT 减仓-$103.58万
WMT 减仓-$100.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -95,362 | -100.0% | -$710.35万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -13,378 | -100.0% | -$116.29万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -4,156 | -100.0% | -$56.77万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,511 | -100.0% | -$48.94万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -346 | -100.0% | -$20.09万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,668 | -100.0% | -$20.09万 | 清仓 |
| RIG | TRANSOCEAN LTD | $8.15万 | 0.01% | 12,300 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $20.37万 | 0.03% | 1,398 | -62 | -4.2% | -$9,036 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $20.53万 | 0.03% | 2,861 | -609 | -17.6% | -$4.37万 | 重新持有 |
| QCOM | QUALCOMM INC | $20.58万 | 0.03% | 1,598 | -828 | -34.1% | -$10.66万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $21.76万 | 0.03% | 13,902 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.54万 | 0.03% | 667 | -450 | -40.3% | -$15.21万 | 减仓 |
| IJK | ISHARES TR | $23.01万 | 0.03% | 2,287 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $23.49万 | 0.03% | 2,606 | 26 | 1.0% | $2,344 | 加仓 |
| IVV | ISHARES TR | $23.65万 | 0.03% | 362 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.26万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $24.47万 | 0.03% | 7,106 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $24.72万 | 0.03% | 2,200 | -325 | -12.9% | -$3.65万 | 减仓 |
| GDX | VANECK ETF TRUST | $24.81万 | 0.03% | 2,704 | -390 | -12.6% | -$3.58万 | 减仓 |
| IHI | ISHARES TR | $27.68万 | 0.03% | 5,189 | 169 | 3.4% | $9,016 | 加仓 |
| IFRA | ISHARES TR | $28.21万 | 0.04% | 4,932 | 27 | 0.6% | $1,544 | 加仓 |
| IWF | ISHARES TR | $28.48万 | 0.04% | 668 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.91万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.17万 | 0.04% | 1,434 | 150 | 11.7% | $3.05万 | 加仓 |
| MUSA | MURPHY USA INC | $29.64万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $31.14万 | 0.04% | 1,475 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $31.77万 | 0.04% | 1,051 | -17 | -1.6% | -$5,138 | 减仓 |
| INTC | INTEL CORP | $31.87万 | 0.04% | 7,222 | -154 | -2.1% | -$6,796 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $32.57万 | 0.04% | 964 | 165 | 20.7% | $5.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.79万 | 0.04% | 11,255 | -270 | -2.3% | -$7,865 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $33.22万 | 0.04% | 744 | 262 | 54.4% | $11.70万 | 加仓 |
| IWD | ISHARES TR | $33.25万 | 0.04% | 1,556 | -70 | -4.3% | -$1.50万 | 减仓 |
| IJT | ISHARES TR | $33.28万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $34.28万 | 0.04% | 13,021 | -19 | -0.1% | -$500 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $34.88万 | 0.04% | 3,615 | -95 | -2.6% | -$9,166 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.54万 | 0.04% | 771 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $36.70万 | 0.05% | 4,755 | 458 | 10.7% | $3.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.65万 | 0.05% | 378 | 30 | 8.6% | $2.99万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $38.22万 | 0.05% | 5,019 | -5,148 | -50.6% | -$39.21万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $39.37万 | 0.05% | 16,884 | 575 | 3.5% | $1.34万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $42.19万 | 0.05% | 4,950 | 150 | 3.1% | $1.28万 | 加仓 |
| GLD | SPDR GOLD TR | $45.18万 | 0.06% | 1,050 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $45.30万 | 0.06% | 4,005 | -620 | -13.4% | -$7.01万 | 减仓 |
| WDAY | WORKDAY INC | $47.80万 | 0.06% | 3,679 | 171 | 4.9% | $2.22万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $48.94万 | 0.06% | 1,426 | 36 | 2.6% | $1.24万 | 加仓 |
| NVS | NOVARTIS AG | $50.97万 | 0.06% | 3,337 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $51.49万 | 0.06% | 4,835 | 525 | 12.2% | $5.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $52.56万 | 0.07% | 3,014 | 400 | 15.3% | $6.98万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $52.91万 | 0.07% | 6,675 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $53.33万 | 0.07% | 5,156 | 112 | 2.2% | $1.16万 | 加仓 |
| — | MONROE CAP CORP | $56.34万 | 0.07% | 122,470 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $57.61万 | 0.07% | 8,076 | -52 | -0.6% | -$3,709 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $62.94万 | 0.08% | 15,423 | -239 | -1.5% | -$9,754 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $66.08万 | 0.08% | 6,671 | -2,115 | -24.1% | -$20.95万 | 减仓 |
| SO | SOUTHERN CO | $68.10万 | 0.08% | 7,056 | -2,284 | -24.5% | -$22.04万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $77.33万 | 0.10% | 16,785 | 1,013 | 6.4% | $4.67万 | 加仓 |
| KAI | KADANT INC | $77.71万 | 0.10% | 2,658 | -60 | -2.2% | -$1.75万 | 减仓 |
| NKE | NIKE INC | $78.84万 | 0.10% | 14,926 | -1,475 | -9.0% | -$7.79万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $82.65万 | 0.10% | 5,581 | 26 | 0.5% | $3,851 | 加仓 |
| IMCV | ISHARES TR | $82.97万 | 0.10% | 9,786 | -50 | -0.5% | -$4,239 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $83.13万 | 0.10% | 6,255 | -515 | -7.6% | -$6.84万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $85.42万 | 0.11% | 8,683 | 993 | 12.9% | $9.77万 | 加仓 |
| IMCG | ISHARES TR | $88.67万 | 0.11% | 11,257 | 104 | 0.9% | $8,192 | 加仓 |
| WAT | WATERS CORP | $90.00万 | 0.11% | 3,022 | -307 | -9.2% | -$9.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $96.61万 | 0.12% | 4,872 | 352 | 7.8% | $6.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $102.38万 | 0.13% | 5,218 | -15 | -0.3% | -$2,943 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $103.08万 | 0.13% | 2,913 | -94 | -3.1% | -$3.33万 | 减仓 |
| EOG | EOG RES INC | $119.41万 | 0.15% | 8,260 | 175 | 2.2% | $2.53万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $120.38万 | 0.15% | 25,911 | 15,214 | 142.2% | $70.68万 | 加仓 |
| ADBE | ADOBE INC | $124.04万 | 0.15% | 5,103 | -26 | -0.5% | -$6,320 | 减仓 |
| BLK | BLACKROCK INC | $126.56万 | 0.16% | 1,316 | -125 | -8.7% | -$12.02万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $132.98万 | 0.17% | 2,544 | -36 | -1.4% | -$1.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $134.75万 | 0.17% | 2,072 | -530 | -20.4% | -$34.47万 | 减仓 |
| FSLR | FIRST SOLAR INC | $151.67万 | 0.19% | 7,689 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $154.73万 | 0.19% | 68,194 | 13,967 | 25.8% | $31.69万 | 加仓 |
| GNTX | GENTEX CORP | $157.25万 | 0.20% | 71,966 | -27,604 | -27.7% | -$60.31万 | 减仓 |
| MBWM | MERCANTILE BK CORP | $159.07万 | 0.20% | 31,499 | 2,266 | 7.8% | $11.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $160.10万 | 0.20% | 3,665 | 20 | 0.5% | $8,737 | 加仓 |
| STT | STATE STR CORP | $162.57万 | 0.20% | 12,845 | 445 | 3.6% | $5.63万 | 加仓 |
| ZTS | ZOETIS INC | $164.38万 | 0.20% | 13,906 | -768 | -5.2% | -$9.08万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $169.97万 | 0.21% | 6,530 | -205 | -3.0% | -$5.34万 | 减仓 |
| KO | COCA COLA CO | $177.42万 | 0.22% | 23,330 | -6,705 | -22.3% | -$50.99万 | 减仓 |
| TSN | TYSON FOODS INC | $194.57万 | 0.24% | 30,368 | 19,134 | 170.3% | $122.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $199.56万 | 0.25% | 22,275 | 3,112 | 16.2% | $27.88万 | 加仓 |
| EVRG | EVERGY INC | $209.36万 | 0.26% | 25,557 | 203 | 0.8% | $1.66万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $223.32万 | 0.28% | 36,821 | 1,636 | 4.6% | $9.92万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $238.27万 | 0.30% | 11,727 | -1,524 | -11.5% | -$30.96万 | 减仓 |
| DHR | DANAHER CORP DEL | $255.39万 | 0.32% | 13,470 | -3,876 | -22.3% | -$73.49万 | 减仓 |
| WM | WASTE MGMT INC DEL | $259.32万 | 0.32% | 11,285 | -93 | -0.8% | -$2.14万 | 减仓 |
| MCD | MCDONALDS CORP | $280.78万 | 0.35% | 9,034 | -1,395 | -13.4% | -$43.36万 | 减仓 |
| OKE | ONEOK INC NEW | $287.99万 | 0.36% | 31,861 | -800 | -2.4% | -$7.23万 | 减仓 |
| HD | HOME DEPOT INC | $311.44万 | 0.39% | 9,469 | -85 | -0.9% | -$2.80万 | 减仓 |
| IGSB | ISHARES TR | $323.98万 | 0.40% | 61,640 | 12,655 | 25.8% | $66.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $324.35万 | 0.40% | 64,612 | 7,183 | 12.5% | $36.06万 | 加仓 |
| AMGN | AMGEN INC | $354.60万 | 0.44% | 10,078 | -790 | -7.3% | -$27.80万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $377.29万 | 0.47% | 12,988 | -246 | -1.9% | -$7.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $397.74万 | 0.50% | 8,300 | -73 | -0.9% | -$3.50万 | 减仓 |
| HSY | HERSHEY CO | $440.98万 | 0.55% | 21,212 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $441.26万 | 0.55% | 50,925 | -849 | -1.6% | -$7.36万 | 减仓 |
| IDXX | IDEXX LABS INC | $469.74万 | 0.58% | 8,360 | -121 | -1.4% | -$6.80万 | 减仓 |