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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $514.80万 | 0.64% | 15,062 | -1,847 | -10.9% | -$63.13万 | 减仓 |
| TFC | TRUIST FINL CORP | $542.07万 | 0.67% | 117,917 | -1,789 | -1.5% | -$8.22万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $552.79万 | 0.69% | 16,016 | -1,112 | -6.5% | -$38.38万 | 减仓 |
| CSCO | CISCO SYS INC | $589.72万 | 0.73% | 76,005 | -1,961 | -2.5% | -$15.22万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $638.24万 | 0.79% | 67,912 | 4,680 | 7.4% | $43.98万 | 加仓 |
| GOOGL | ALPHABET INC | $639.27万 | 0.80% | 22,231 | -54 | -0.2% | -$1.55万 | 减仓 |
| CPRT | COPART INC | $649.66万 | 0.81% | 195,681 | -1,600 | -0.8% | -$5.31万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $661.98万 | 0.82% | 279,435 | 22,575 | 8.8% | $53.48万 | 加仓 |
| STE | STERIS PLC | $700.47万 | 0.87% | 31,677 | -2,347 | -6.9% | -$51.90万 | 减仓 |
| PEP | PEPSICO INC | $705.47万 | 0.88% | 45,429 | -984 | -2.1% | -$15.28万 | 减仓 |
| ZS | ZSCALER INC | $719.93万 | 0.90% | 51,317 | -1,631 | -3.1% | -$22.88万 | 减仓 |
| WMT | WALMART INC | $721.76万 | 0.90% | 58,076 | -8,101 | -12.2% | -$100.68万 | 减仓 |
| GOOG | ALPHABET INC | $743.95万 | 0.93% | 25,934 | -2,028 | -7.3% | -$58.18万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $748.79万 | 0.93% | 51,841 | -136 | -0.3% | -$1.96万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $805.17万 | 1.00% | 78,424 | -4,743 | -5.7% | -$48.70万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $817.14万 | 1.02% | 87,563 | 170 | 0.2% | $1.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $888.21万 | 1.11% | 36,644 | 2,278 | 6.6% | $55.22万 | 加仓 |
| PAYX | PAYCHEX INC | $999.49万 | 1.24% | 108,499 | 316 | 0.3% | $2.91万 | 加仓 |
| APH | AMPHENOL CORP | $999.71万 | 1.24% | 79,122 | -831 | -1.0% | -$10.50万 | 减仓 |
| MRK | MERCK & CO INC | $1,060.38万 | 1.32% | 88,152 | -4,049 | -4.4% | -$48.71万 | 减仓 |
| NFLX | NETFLIX INC. | $1,069.21万 | 1.33% | 111,202 | 101,283 | 1,021.1% | $973.84万 | 加仓 |
| — | HONEYWELL INTL INC | $1,141.65万 | 1.42% | 50,509 | -1,446 | -2.8% | -$32.68万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,298.06万 | 1.62% | 42,914 | 78 | 0.2% | $2.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,310.56万 | 1.63% | 141,102 | 7,341 | 5.5% | $68.18万 | 加仓 |
| WSO | WATSCO INC | $1,347.12万 | 1.68% | 37,030 | 31 | 0.1% | $1.13万 | 加仓 |
| ALC | ALCON AG | $1,359.06万 | 1.69% | 180,366 | -3,313 | -1.8% | -$24.96万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1,388.06万 | 1.73% | 20,379 | -478 | -2.3% | -$32.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,393.48万 | 1.73% | 67,350 | -93 | -0.1% | -$1.92万 | 减仓 |
| AMZN | AMAZON COM INC | $1,439.20万 | 1.79% | 69,103 | 1,623 | 2.4% | $33.80万 | 加仓 |
| GEV | GE VERNOVA INC | $1,479.39万 | 1.84% | 16,948 | -445 | -2.6% | -$38.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,506.54万 | 1.88% | 30,650 | 786 | 2.6% | $38.63万 | 加仓 |
| VMC | VULCAN MATLS CO | $1,540.10万 | 1.92% | 56,559 | -52 | -0.1% | -$1.42万 | 减仓 |
| ABBV | ABBVIE INC | $1,547.99万 | 1.93% | 71,175 | -514 | -0.7% | -$11.18万 | 减仓 |
| — | EXXON MOBIL CORP | $1,586.55万 | 1.98% | 93,514 | -2,824 | -2.9% | -$47.91万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,745.65万 | 2.17% | 62,512 | 2,123 | 3.5% | $59.28万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,757.07万 | 2.19% | 120,117 | -3,096 | -2.5% | -$45.29万 | 减仓 |
| ECL | ECOLAB INC | $1,899.56万 | 2.36% | 71,407 | -846 | -1.2% | -$22.51万 | 减仓 |
| WWD | WOODWARD INC | $2,122.72万 | 2.64% | 59,307 | -1,856 | -3.0% | -$66.43万 | 减仓 |
| AVGO | BROADCOM INC | $2,274.31万 | 2.83% | 73,481 | -1,968 | -2.6% | -$60.91万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,369.86万 | 2.95% | 72,122 | 1,282 | 1.8% | $42.13万 | 加仓 |
| FLOT | ISHARES TR | $2,374.95万 | 2.96% | 466,134 | 60,487 | 14.9% | $308.18万 | 加仓 |
| RTX | RTX CORPORATION | $2,638.33万 | 3.28% | 136,772 | -4,460 | -3.2% | -$86.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,001.70万 | 3.74% | 81,090 | 1,403 | 1.8% | $51.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,221.64万 | 4.01% | 131,797 | -2,970 | -2.2% | -$72.60万 | 减仓 |
| CAT | CATERPILLAR INC | $3,264.63万 | 4.06% | 46,081 | -1,462 | -3.1% | -$103.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3,686.98万 | 4.59% | 125,339 | -2,298 | -1.8% | -$67.60万 | 减仓 |
| AAPL | APPLE INC | $5,233.83万 | 6.52% | 206,227 | -7,271 | -3.4% | -$184.53万 | 减仓 |