LaFleur & Godfrey LLC
GRAND RAPIDS MI · SEC CIK 0001387458
$8.42亿2026Q2 申报市值
149持仓数
39.0%前十大占比 · 第一大 7.0%
12 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CRM 新建仓+$717.55万
NFLX 加仓+$638.62万
HONA 新建仓+$545.49万
TEL 新建仓+$195.86万
SYK 加仓+$114.73万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$724.00万
ZS 减仓-$697.71万
CAT 减仓-$611.03万
HON 减仓-$576.83万
GEV 减仓-$277.38万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | MONROE CAP CORP | $0 | 0.00% | 0 | -122,470 | -100.0% | -$56.34万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -3,679 | -100.0% | -$47.80万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$29.17万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -1,398 | -100.0% | -$20.37万 | 清仓 |
| RIG | TRANSOCEAN LTD | $6.01万 | 0.01% | 12,300 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $20.83万 | 0.02% | 1,524 | 1,524 | — | $20.83万 | 新建仓 |
| GDX | VANECK ETF TRUST | $21.32万 | 0.03% | 2,826 | 122 | 4.5% | $9,205 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $21.83万 | 0.03% | 2,861 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $21.93万 | 0.03% | 749 | 749 | — | $21.93万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $22.92万 | 0.03% | 12,926 | -976 | -7.0% | -$1.73万 | 减仓 |
| MARA | MARA HOLDINGS INC | $23.27万 | 0.03% | 16,750 | 16,750 | — | $23.27万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $23.27万 | 0.03% | 2,026 | -174 | -7.9% | -$2.00万 | 减仓 |
| NVT | NVENT ELEC PLC | $23.36万 | 0.03% | 1,377 | 1,377 | — | $23.36万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.93万 | 0.03% | 3,316 | 3,316 | — | $23.93万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $24.77万 | 0.03% | 2,179 | -427 | -16.4% | -$4.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $25.95万 | 0.03% | 775 | 775 | — | $25.95万 | 新建仓 |
| ZS | ZSCALER INC | $26.64万 | 0.03% | 1,887 | -49,430 | -96.3% | -$697.71万 | 减仓 |
| IJK | ISHARES TR | $26.87万 | 0.03% | 2,287 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $27.11万 | 0.03% | 362 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $28.26万 | 0.03% | 1,039 | 39 | 3.9% | $1.06万 | 加仓 |
| MFC | MANULIFE FINL CORP | $28.79万 | 0.03% | 7,106 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $29.53万 | 0.04% | 1,598 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.55万 | 0.04% | 3,070 | 70 | 2.3% | $6,738 | 加仓 |
| IHI | ISHARES TR | $30.20万 | 0.04% | 6,112 | 923 | 17.8% | $4.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.83万 | 0.04% | 1,449 | 1,449 | — | $30.83万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.90万 | 0.04% | 777 | 6 | 0.8% | $2,386 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $31.49万 | 0.04% | 3,554 | -1,465 | -29.2% | -$12.98万 | 减仓 |
| MUSA | MURPHY USA INC | $32.33万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $32.35万 | 0.04% | 2,605 | -67 | -2.5% | -$8,319 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.90万 | 0.04% | 689 | 22 | 3.3% | $1.05万 | 加仓 |
| IFRA | ISHARES TR | $32.93万 | 0.04% | 5,223 | 291 | 5.9% | $1.83万 | 加仓 |
| IVE | ISHARES TR | $33.49万 | 0.04% | 1,475 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $34.25万 | 0.04% | 926 | 926 | — | $34.25万 | 新建仓 |
| GLD | SPDR GOLD TR | $34.26万 | 0.04% | 930 | -120 | -11.4% | -$4.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.51万 | 0.04% | 369 | -9 | -2.4% | -$8,417 | 减仓 |
| IWD | ISHARES TR | $35.98万 | 0.04% | 1,484 | -72 | -4.6% | -$1.75万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $38.20万 | 0.05% | 769 | 25 | 3.4% | $1.24万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.23万 | 0.05% | 11,297 | 42 | 0.4% | $1,421 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $39.69万 | 0.05% | 3,615 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $40.45万 | 0.05% | 1,106 | 55 | 5.2% | $2.01万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $40.93万 | 0.05% | 12,505 | -516 | -4.0% | -$1.69万 | 减仓 |
| IJT | ISHARES TR | $41.08万 | 0.05% | 2,300 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $41.87万 | 0.05% | 5,459 | 704 | 14.8% | $5.40万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $43.71万 | 0.05% | 18,646 | 1,762 | 10.4% | $4.13万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $46.58万 | 0.06% | 5,081 | 131 | 2.6% | $1.20万 | 加仓 |
| NKE | NIKE INC | $46.62万 | 0.06% | 11,357 | -3,569 | -23.9% | -$14.65万 | 减仓 |
| NVS | NOVARTIS AG | $47.92万 | 0.06% | 3,058 | -279 | -8.4% | -$4.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $50.74万 | 0.06% | 6,420 | -255 | -3.8% | -$2.02万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $51.19万 | 0.06% | 1,445 | 19 | 1.3% | $6,731 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $51.79万 | 0.06% | 4,162 | -710 | -14.6% | -$8.84万 | 减仓 |
| ZTS | ZOETIS INC | $53.82万 | 0.06% | 7,489 | -6,417 | -46.1% | -$46.11万 | 减仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $54.17万 | 0.06% | 114,526 | 114,526 | — | $54.17万 | 新建仓 |
| STIP | ISHARES TR | $54.83万 | 0.07% | 5,367 | 211 | 4.1% | $2.16万 | 加仓 |
| IVW | ISHARES TR | $55.08万 | 0.07% | 4,005 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $55.20万 | 0.07% | 5,185 | 350 | 7.2% | $3.73万 | 加仓 |
| SYY | SYSCO CORP | $67.27万 | 0.08% | 8,048 | -28 | -0.3% | -$2,340 | 减仓 |
| NVDA | NVIDIA CORPORATION | $68.73万 | 0.08% | 3,435 | 421 | 14.0% | $8.42万 | 加仓 |
| SO | SOUTHERN CO | $70.86万 | 0.08% | 7,403 | 347 | 4.9% | $3.32万 | 加仓 |
| KAI | KADANT INC | $74.72万 | 0.09% | 2,378 | -280 | -10.5% | -$8.80万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $82.00万 | 0.10% | 15,506 | 83 | 0.5% | $4,389 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $85.51万 | 0.10% | 18,569 | 1,784 | 10.6% | $8.22万 | 加仓 |
| ADBE | ADOBE INC | $86.15万 | 0.10% | 4,202 | -901 | -17.7% | -$18.47万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $87.68万 | 0.10% | 2,591 | -322 | -11.1% | -$10.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $91.01万 | 0.11% | 5,759 | 178 | 3.2% | $2.81万 | 加仓 |
| IMCV | ISHARES TR | $94.48万 | 0.11% | 10,340 | 554 | 5.7% | $5.06万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $99.82万 | 0.12% | 17,707 | -8,204 | -31.7% | -$46.25万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $100.50万 | 0.12% | 5,275 | -980 | -15.7% | -$18.67万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $101.61万 | 0.12% | 2,253 | -291 | -11.4% | -$13.12万 | 减仓 |
| INTC | INTEL CORP | $103.47万 | 0.12% | 7,410 | 188 | 2.6% | $2.63万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $103.59万 | 0.12% | 9,636 | 953 | 11.0% | $10.24万 | 加仓 |
| EOG | EOG RES INC | $103.98万 | 0.12% | 8,015 | -245 | -3.0% | -$3.18万 | 减仓 |
| WAT | WATERS CORP | $109.85万 | 0.13% | 2,929 | -93 | -3.1% | -$3.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $111.27万 | 0.13% | 964 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $117.85万 | 0.14% | 11,989 | 732 | 6.5% | $7.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $119.58万 | 0.14% | 5,487 | 269 | 5.2% | $5.86万 | 加仓 |
| BLK | BLACKROCK INC | $124.04万 | 0.15% | 1,290 | -26 | -2.0% | -$2.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $142.04万 | 0.17% | 1,902 | -170 | -8.2% | -$12.70万 | 减仓 |
| GNTX | GENTEX CORP | $148.80万 | 0.18% | 58,883 | -13,083 | -18.2% | -$33.06万 | 减仓 |
| MBWM | MERCANTILE BK CORP | $175.68万 | 0.21% | 30,595 | -904 | -2.9% | -$5.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $176.70万 | 0.21% | 6,533 | 3 | 0.0% | $811 | 加仓 |
| FSLR | FIRST SOLAR INC | $181.43万 | 0.22% | 7,689 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $182.57万 | 0.22% | 10,765 | -2,080 | -16.2% | -$35.28万 | 减仓 |
| KO | COCA COLA CO | $191.02万 | 0.23% | 23,504 | 174 | 0.7% | $1.41万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $195.86万 | 0.23% | 9,715 | 9,715 | — | $195.86万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $198.72万 | 0.24% | 6,671 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $199.63万 | 0.24% | 19,535 | -2,740 | -12.3% | -$28.00万 | 减仓 |
| TTD | THE TRADE DESK INC | $201.96万 | 0.24% | 111,703 | 43,509 | 63.8% | $78.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $202.55万 | 0.24% | 23,514 | 1,524 | 6.9% | $13.13万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $211.14万 | 0.25% | 36,644 | -177 | -0.5% | -$1.02万 | 减仓 |
| TSN | TYSON FOODS INC | $219.43万 | 0.26% | 38,328 | 7,960 | 26.2% | $45.57万 | 加仓 |
| EVRG | EVERGY INC | $221.11万 | 0.26% | 25,582 | 25 | 0.1% | $2,161 | 加仓 |
| WM | WASTE MGMT INC DEL | $245.08万 | 0.29% | 10,996 | -289 | -2.6% | -$6.44万 | 减仓 |
| MCD | MCDONALDS CORP | $246.91万 | 0.29% | 9,134 | 100 | 1.1% | $2.70万 | 加仓 |
| DHR | DANAHER CORP DEL | $256.39万 | 0.30% | 13,460 | -10 | -0.1% | -$1,905 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $264.15万 | 0.31% | 11,795 | 68 | 0.6% | $1.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $274.02万 | 0.33% | 64,718 | 106 | 0.2% | $4,488 | 加仓 |
| OKE | ONEOK INC NEW | $289.53万 | 0.34% | 33,303 | 1,442 | 4.5% | $12.54万 | 加仓 |
| HD | HOME DEPOT INC | $317.35万 | 0.38% | 8,998 | -471 | -5.0% | -$16.61万 | 减仓 |
| MDT | MEDTRONIC PLC | $336.61万 | 0.40% | 43,028 | -7,897 | -15.5% | -$61.78万 | 减仓 |
| AMGN | AMGEN INC | $341.99万 | 0.41% | 9,444 | -634 | -6.3% | -$22.96万 | 减仓 |