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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,862.68万 | 6.96% | 202,608 | -3,619 | -1.8% | -$104.72万 | 减仓 |
| CAT | CATERPILLAR INC | $4,296.08万 | 5.10% | 40,343 | -5,738 | -12.5% | -$611.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,020.55万 | 4.77% | 122,829 | -2,510 | -2.0% | -$82.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,206.26万 | 3.81% | 126,245 | -5,552 | -4.2% | -$141.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,128.51万 | 3.72% | 83,870 | 2,780 | 3.4% | $103.70万 | 加仓 |
| AVGO | BROADCOM INC | $2,584.49万 | 3.07% | 68,418 | -5,063 | -6.9% | -$191.25万 | 减仓 |
| RTX | RTX CORPORATION | $2,504.66万 | 2.97% | 132,012 | -4,760 | -3.5% | -$90.31万 | 减仓 |
| FLOT | ISHARES TR | $2,473.64万 | 2.94% | 484,553 | 18,419 | 4.0% | $94.03万 | 加仓 |
| WWD | WOODWARD INC | $2,389.19万 | 2.84% | 56,158 | -3,149 | -5.3% | -$133.97万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,385.42万 | 2.83% | 75,766 | 3,644 | 5.1% | $114.73万 | 加仓 |
| ECL | ECOLAB INC | $1,996.37万 | 2.37% | 71,655 | 248 | 0.3% | $6.91万 | 加仓 |
| ABBV | ABBVIE INC | $1,839.97万 | 2.18% | 73,119 | 1,944 | 2.7% | $48.92万 | 加仓 |
| GEV | GE VERNOVA INC | $1,713.77万 | 2.04% | 14,587 | -2,361 | -13.9% | -$277.38万 | 减仓 |
| VMC | VULCAN MATLS CO | $1,651.08万 | 1.96% | 55,967 | -592 | -1.0% | -$17.46万 | 减仓 |
| AMZN | AMAZON COM INC | $1,635.62万 | 1.94% | 68,626 | -477 | -0.7% | -$11.37万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,602.61万 | 1.90% | 64,525 | 2,013 | 3.2% | $50.00万 | 加仓 |
| WSO | WATSCO INC | $1,523.28万 | 1.81% | 36,553 | -477 | -1.3% | -$19.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,508.14万 | 1.79% | 30,081 | -569 | -1.9% | -$28.53万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1,451.04万 | 1.72% | 19,149 | -1,230 | -6.0% | -$93.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,438.88万 | 1.71% | 42,539 | -375 | -0.9% | -$12.68万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,432.73万 | 1.70% | 122,802 | 2,685 | 2.2% | $31.33万 | 加仓 |
| NFLX | NETFLIX INC. | $1,432.60万 | 1.70% | 200,644 | 89,442 | 80.4% | $638.62万 | 加仓 |
| APH | AMPHENOL CORP | $1,314.32万 | 1.56% | 74,542 | -4,580 | -5.8% | -$80.75万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,283.79万 | 1.52% | 146,268 | 5,166 | 3.7% | $45.34万 | 加仓 |
| ALC | ALCON AG | $1,179.44万 | 1.40% | 175,773 | -4,593 | -2.5% | -$30.82万 | 减仓 |
| PAYX | PAYCHEX INC | $1,163.00万 | 1.38% | 118,275 | 9,776 | 9.0% | $96.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,108.35万 | 1.32% | 39,414 | 2,770 | 7.6% | $77.89万 | 加仓 |
| MRK | MERCK & CO INC | $1,098.37万 | 1.30% | 85,476 | -2,676 | -3.0% | -$34.39万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,078.74万 | 1.28% | 65,078 | -2,272 | -3.4% | -$37.66万 | 减仓 |
| AMAT | APPLIED MATLS INC | $936.57万 | 1.11% | 12,954 | -2,108 | -14.0% | -$152.41万 | 减仓 |
| GOOG | ALPHABET INC | $899.98万 | 1.07% | 25,471 | -463 | -1.8% | -$16.36万 | 减仓 |
| CSCO | CISCO SYS INC | $858.66万 | 1.02% | 73,103 | -2,902 | -3.8% | -$34.09万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $817.55万 | 0.97% | 84,388 | -3,175 | -3.6% | -$30.76万 | 减仓 |
| GOOGL | ALPHABET INC | $766.99万 | 0.91% | 21,462 | -769 | -3.5% | -$27.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $738.69万 | 0.88% | 50,375 | -1,466 | -2.8% | -$21.50万 | 减仓 |
| CRM | SALESFORCE INC | $717.55万 | 0.85% | 45,803 | 45,803 | — | $717.55万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $700.56万 | 0.83% | 77,206 | -1,218 | -1.6% | -$11.05万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $658.96万 | 0.78% | 277,925 | -1,510 | -0.5% | -$3.58万 | 减仓 |
| STE | STERIS PLC | $633.52万 | 0.75% | 30,086 | -1,591 | -5.0% | -$33.50万 | 减仓 |
| WMT | WALMART INC | $633.20万 | 0.75% | 55,907 | -2,169 | -3.7% | -$24.57万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $610.26万 | 0.72% | 66,139 | -1,773 | -2.6% | -$16.36万 | 减仓 |
| PEP | PEPSICO INC | $606.94万 | 0.72% | 44,826 | -603 | -1.3% | -$8.16万 | 减仓 |
| TFC | TRUIST FINL CORP | $569.80万 | 0.68% | 114,371 | -3,546 | -3.0% | -$17.67万 | 减仓 |
| — | EXXON MOBIL CORP | $554.52万 | 0.66% | 40,559 | -52,955 | -56.6% | -$724.00万 | 减仓 |
| HON | HONEYWELL INTL INC | $554.06万 | 0.66% | 24,746 | -25,763 | -51.0% | -$576.83万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $545.49万 | 0.65% | 24,674 | 24,674 | — | $545.49万 | 新建仓 |
| CPRT | COPART INC | $505.97万 | 0.60% | 179,485 | -16,196 | -8.3% | -$45.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $446.10万 | 0.53% | 8,915 | 615 | 7.4% | $30.77万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $445.91万 | 0.53% | 15,345 | -671 | -4.2% | -$19.50万 | 减仓 |
| IDXX | IDEXX LABS INC | $433.47万 | 0.51% | 8,234 | -126 | -1.5% | -$6.63万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $360.08万 | 0.43% | 12,282 | -706 | -5.4% | -$20.70万 | 减仓 |
| HSY | HERSHEY CO | $359.02万 | 0.43% | 20,463 | -749 | -3.5% | -$13.14万 | 减仓 |
| IGSB | ISHARES TR | $355.29万 | 0.42% | 67,790 | 6,150 | 10.0% | $32.23万 | 加仓 |
| AMGN | AMGEN INC | $341.99万 | 0.41% | 9,444 | -634 | -6.3% | -$22.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $336.61万 | 0.40% | 43,028 | -7,897 | -15.5% | -$61.78万 | 减仓 |
| HD | HOME DEPOT INC | $317.35万 | 0.38% | 8,998 | -471 | -5.0% | -$16.61万 | 减仓 |
| OKE | ONEOK INC NEW | $289.53万 | 0.34% | 33,303 | 1,442 | 4.5% | $12.54万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $274.02万 | 0.33% | 64,718 | 106 | 0.2% | $4,488 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $264.15万 | 0.31% | 11,795 | 68 | 0.6% | $1.52万 | 加仓 |
| DHR | DANAHER CORP DEL | $256.39万 | 0.30% | 13,460 | -10 | -0.1% | -$1,905 | 减仓 |
| MCD | MCDONALDS CORP | $246.91万 | 0.29% | 9,134 | 100 | 1.1% | $2.70万 | 加仓 |
| WM | WASTE MGMT INC DEL | $245.08万 | 0.29% | 10,996 | -289 | -2.6% | -$6.44万 | 减仓 |
| EVRG | EVERGY INC | $221.11万 | 0.26% | 25,582 | 25 | 0.1% | $2,161 | 加仓 |
| TSN | TYSON FOODS INC | $219.43万 | 0.26% | 38,328 | 7,960 | 26.2% | $45.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $211.14万 | 0.25% | 36,644 | -177 | -0.5% | -$1.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $202.55万 | 0.24% | 23,514 | 1,524 | 6.9% | $13.13万 | 加仓 |
| TTD | THE TRADE DESK INC | $201.96万 | 0.24% | 111,703 | 43,509 | 63.8% | $78.66万 | 加仓 |
| SBUX | STARBUCKS CORP | $199.63万 | 0.24% | 19,535 | -2,740 | -12.3% | -$28.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $198.72万 | 0.24% | 6,671 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $195.86万 | 0.23% | 9,715 | 9,715 | — | $195.86万 | 新建仓 |
| KO | COCA COLA CO | $191.02万 | 0.23% | 23,504 | 174 | 0.7% | $1.41万 | 加仓 |
| STT | STATE STR CORP | $182.57万 | 0.22% | 10,765 | -2,080 | -16.2% | -$35.28万 | 减仓 |
| FSLR | FIRST SOLAR INC | $181.43万 | 0.22% | 7,689 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $176.70万 | 0.21% | 6,533 | 3 | 0.0% | $811 | 加仓 |
| MBWM | MERCANTILE BK CORP | $175.68万 | 0.21% | 30,595 | -904 | -2.9% | -$5.19万 | 减仓 |
| GNTX | GENTEX CORP | $148.80万 | 0.18% | 58,883 | -13,083 | -18.2% | -$33.06万 | 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 |
| BLK | BLACKROCK INC | $124.04万 | 0.15% | 1,290 | -26 | -2.0% | -$2.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $119.58万 | 0.14% | 5,487 | 269 | 5.2% | $5.86万 | 加仓 |
| IMCG | ISHARES TR | $117.85万 | 0.14% | 11,989 | 732 | 6.5% | $7.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $111.27万 | 0.13% | 964 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $109.85万 | 0.13% | 2,929 | -93 | -3.1% | -$3.49万 | 减仓 |
| EOG | EOG RES INC | $103.98万 | 0.12% | 8,015 | -245 | -3.0% | -$3.18万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $103.59万 | 0.12% | 9,636 | 953 | 11.0% | $10.24万 | 加仓 |
| INTC | INTEL CORP | $103.47万 | 0.12% | 7,410 | 188 | 2.6% | $2.63万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $101.61万 | 0.12% | 2,253 | -291 | -11.4% | -$13.12万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $100.50万 | 0.12% | 5,275 | -980 | -15.7% | -$18.67万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $99.82万 | 0.12% | 17,707 | -8,204 | -31.7% | -$46.25万 | 减仓 |
| IMCV | ISHARES TR | $94.48万 | 0.11% | 10,340 | 554 | 5.7% | $5.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $91.01万 | 0.11% | 5,759 | 178 | 3.2% | $2.81万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $87.68万 | 0.10% | 2,591 | -322 | -11.1% | -$10.90万 | 减仓 |
| ADBE | ADOBE INC | $86.15万 | 0.10% | 4,202 | -901 | -17.7% | -$18.47万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $85.51万 | 0.10% | 18,569 | 1,784 | 10.6% | $8.22万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $82.00万 | 0.10% | 15,506 | 83 | 0.5% | $4,389 | 加仓 |
| KAI | KADANT INC | $74.72万 | 0.09% | 2,378 | -280 | -10.5% | -$8.80万 | 减仓 |
| SO | SOUTHERN CO | $70.86万 | 0.08% | 7,403 | 347 | 4.9% | $3.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $68.73万 | 0.08% | 3,435 | 421 | 14.0% | $8.42万 | 加仓 |
| SYY | SYSCO CORP | $67.27万 | 0.08% | 8,048 | -28 | -0.3% | -$2,340 | 减仓 |
| SUB | ISHARES TR | $55.20万 | 0.07% | 5,185 | 350 | 7.2% | $3.73万 | 加仓 |
| IVW | ISHARES TR | $55.08万 | 0.07% | 4,005 | 0 | 0.0% | — | 不变 |