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 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | $51.49万 | 0.06% | 4,835 | 525 | 12.2% | $5.59万 | 加仓 |
| NVS | NOVARTIS AG | $50.97万 | 0.06% | 3,337 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $48.94万 | 0.06% | 1,426 | 36 | 2.6% | $1.24万 | 加仓 |
| WDAY | WORKDAY INC | $47.80万 | 0.06% | 3,679 | 171 | 4.9% | $2.22万 | 加仓 |
| IVW | ISHARES TR | $45.30万 | 0.06% | 4,005 | -620 | -13.4% | -$7.01万 | 减仓 |
| GLD | SPDR GOLD TR | $45.18万 | 0.06% | 1,050 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $42.19万 | 0.05% | 4,950 | 150 | 3.1% | $1.28万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $39.37万 | 0.05% | 16,884 | 575 | 3.5% | $1.34万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $38.22万 | 0.05% | 5,019 | -5,148 | -50.6% | -$39.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.65万 | 0.05% | 378 | 30 | 8.6% | $2.99万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $36.70万 | 0.05% | 4,755 | 458 | 10.7% | $3.53万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.54万 | 0.04% | 771 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $34.88万 | 0.04% | 3,615 | -95 | -2.6% | -$9,166 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $34.28万 | 0.04% | 13,021 | -19 | -0.1% | -$500 | 减仓 |
| IJT | ISHARES TR | $33.28万 | 0.04% | 2,300 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $33.25万 | 0.04% | 1,556 | -70 | -4.3% | -$1.50万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $33.22万 | 0.04% | 744 | 262 | 54.4% | $11.70万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.79万 | 0.04% | 11,255 | -270 | -2.3% | -$7,865 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $32.57万 | 0.04% | 964 | 165 | 20.7% | $5.57万 | 加仓 |
| INTC | INTEL CORP | $31.87万 | 0.04% | 7,222 | -154 | -2.1% | -$6,796 | 减仓 |
| VBK | VANGUARD INDEX FDS | $31.77万 | 0.04% | 1,051 | -17 | -1.6% | -$5,138 | 减仓 |
| IVE | ISHARES TR | $31.14万 | 0.04% | 1,475 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $29.64万 | 0.04% | 600 | 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 |
| DIS | DISNEY WALT CO | $28.91万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $28.48万 | 0.04% | 668 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $28.21万 | 0.04% | 4,932 | 27 | 0.6% | $1,544 | 加仓 |
| IHI | ISHARES TR | $27.68万 | 0.03% | 5,189 | 169 | 3.4% | $9,016 | 加仓 |
| GDX | VANECK ETF TRUST | $24.81万 | 0.03% | 2,704 | -390 | -12.6% | -$3.58万 | 减仓 |
| ETR | ENTERGY CORP NEW | $24.72万 | 0.03% | 2,200 | -325 | -12.9% | -$3.65万 | 减仓 |
| MFC | MANULIFE FINL CORP | $24.47万 | 0.03% | 7,106 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.26万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.65万 | 0.03% | 362 | 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 |
| IJK | ISHARES TR | $23.01万 | 0.03% | 2,287 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.54万 | 0.03% | 667 | -450 | -40.3% | -$15.21万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $21.76万 | 0.03% | 13,902 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.58万 | 0.03% | 1,598 | -828 | -34.1% | -$10.66万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $20.53万 | 0.03% | 2,861 | -609 | -17.6% | -$4.37万 | 重新持有 |
| IWS | ISHARES TR | $20.37万 | 0.03% | 1,398 | -62 | -4.2% | -$9,036 | 重新持有 |
| RIG | TRANSOCEAN LTD | $8.15万 | 0.01% | 12,300 | 0 | 0.0% | — | 不变 |
| — | 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 |