PUZO MICHAEL J
- SEC CIK
- 0001053914
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/10。SEC
- 持股檔數
- 66
- 較 2026 年第 1 季 −1
- 總值
- $3.88 億
- 較 2026 年第 1 季 +$4,446.35 萬 (+12.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AMDADVANCED MICRO DEVICES INC COM | Stock | 48,290 | $2,805.21 萬 | 7.23% | −5,977−11.0% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 67,922 | $2,427.33 萬 | 6.26% | −6,576−8.8% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 104,542 | $2,091.78 萬 | 5.39% | −2,529−2.4% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 70,293 | $2,034 萬 | 5.24% | −2,651−3.6% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 25,035 | $1,810.03 萬 | 4.67% | −542−2.1% | 減碼 | 查看 |
| ADIANALOG DEVICES INC COM | Stock | 43,236 | $1,717.2 萬 | 4.43% | −5,015−10.4% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 59,597 | $1,513.58 萬 | 3.90% | −1,611−2.6% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 38,446 | $1,434.11 萬 | 3.70% | +424+1.1% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 59,827 | $1,425.92 萬 | 3.68% | +249+0.4% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 25,086 | $1,288.42 萬 | 3.32% | +225+0.9% | 加碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 67,846 | $1,287.24 萬 | 3.32% | −2,813−4.0% | 減碼 | 查看 |
| ROKROCKWELL AUTOMATION INC COM | Stock | 25,511 | $1,263 萬 | 3.26% | −574−2.2% | 減碼 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 77,779 | $1,178.35 萬 | 3.04% | −648−0.8% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 9,392 | $1,126.5 萬 | 2.90% | +576+6.5% | 加碼 | 查看 |
| SCHNEIDER ELECTRIC SE80687P106 | COM | 170,477 | $1,111.17 萬 | 2.86% | −1,118−0.7% | 減碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 66,746 | $978.76 萬 | 2.52% | −1,006−1.5% | 減碼 | 查看 |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 39,376 | $881.83 萬 | 2.27% | −570−1.4% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 24,726 | $872.04 萬 | 2.25% | +93+0.4% | 加碼 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 45,274 | $862.38 萬 | 2.22% | −508−1.1% | 減碼 | 查看 |
| ABTABBOTT LABORATORIES COM | Stock | 91,512 | $830.38 萬 | 2.14% | −329−0.4% | 減碼 | 查看 |
| VRTXVERTEX PHARMACEUTICALS INC COM | Stock | 15,907 | $790.15 萬 | 2.04% | +493+3.2% | 加碼 | 查看 |
| XYLXYLEM INC | COM | 65,331 | $772.28 萬 | 1.99% | −123−0.2% | 減碼 | 查看 |
| ATRAPTARGROUP INC COM | Stock | 60,108 | $752.55 萬 | 1.94% | −6,779−10.1% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 44,480 | $737.3 萬 | 1.90% | −150−0.3% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 19,362 | $654.92 萬 | 1.69% | +3,076+18.9% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 8 | $599.08 萬 | 1.54% | −1−11.1% | 減碼 | 查看 |
| CNICANADIAN NATL RY CO COM | Stock | 49,603 | $591.47 萬 | 1.52% | −3,095−5.9% | 減碼 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 75,833 | $547.21 萬 | 1.41% | +7,256+10.6% | 加碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 55,627 | $513.27 萬 | 1.32% | +6,070+12.2% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 32,671 | $446.68 萬 | 1.15% | −300−0.9% | 減碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 9,864 | $372.61 萬 | 0.96% | +4,357+79.1% | 加碼 | 查看 |
| WCNWASTE CONNECTIONS INC | COM | 21,257 | $354.33 萬 | 0.91% | +12,732+149.3% | 加碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 30,272 | $265.7 萬 | 0.68% | +19,157+172.4% | 加碼 | 查看 |
| MUNICH RE GROUP529412900 | COM | 4,436 | $247.01 萬 | 0.64% | 00.0% | 不變 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 4,485 | $224.42 萬 | 0.58% | −105−2.3% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 17,353 | $222.99 萬 | 0.57% | −200−1.1% | 減碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 8,766 | $220.59 萬 | 0.57% | −656−7.0% | 減碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 915 | $179.47 萬 | 0.46% | −5−0.5% | 減碼 | 查看 |
| ROCHE HLDG LTD ADR771195104 | COM | 23,940 | $122.93 萬 | 0.32% | −100.0% | 減碼 | – |
| CATCATERPILLAR INC COM | Stock | 1,050 | $111.81 萬 | 0.29% | −75−6.7% | 減碼 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 6,987 | $100.02 萬 | 0.26% | 00.0% | 不變 | 查看 |
| WMTWALMART INC COM | Stock | 7,200 | $81.55 萬 | 0.21% | 00.0% | 不變 | 查看 |
| DEDEERE & CO COM | Stock | 1,010 | $64.07 萬 | 0.17% | −70−6.5% | 減碼 | 查看 |
| BMOBANK MONTREAL MEDIUM | COM | 3,500 | $61.85 萬 | 0.16% | 00.0% | 不變 | 查看 |
| UNPUNION PAC CORP COM | Stock | 2,245 | $61.06 萬 | 0.16% | −5−0.2% | 減碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 1,415 | $58.81 萬 | 0.15% | −10,087−87.7% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,560 | $55.12 萬 | 0.14% | 00.0% | 不變 | 查看 |
| FISVFISERV INC COM | Stock | 11,110 | $54.49 萬 | 0.14% | −32,863−74.7% | 減碼 | 查看 |
| INTCINTEL CORP COM | Stock | 3,332 | $46.52 萬 | 0.12% | +3,332 | 新進 | 查看 |
| PEPPEPSICO INC COM | Stock | 3,200 | $43.33 萬 | 0.11% | −2,175−40.5% | 減碼 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 5,450 | $42.26 萬 | 0.11% | 00.0% | 不變 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 5,000 | $41.32 萬 | 0.11% | 00.0% | 不變 | 查看 |
| CPCANADIAN PACIFIC KANSAS CITY | COM | 4,639 | $40.2 萬 | 0.10% | +1,398+43.1% | 加碼 | 查看 |
| VVISA INC COM CL A | Stock | 1,150 | $39.46 萬 | 0.10% | 00.0% | 不變 | 查看 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,442 | $37.66 萬 | 0.10% | 00.0% | 不變 | – |
| FIDELITY COMWLTH TR NASD COMP315912709 | Equity Mutual Fu | 1,103 | $36.79 萬 | 0.09% | 00.0% | 不變 | – |
| CSCOCISCO SYS INC COM | Stock | 3,060 | $35.94 萬 | 0.09% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 3,920 | $31.86 萬 | 0.08% | 00.0% | 不變 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 545 | $30.7 萬 | 0.08% | −70−11.4% | 減碼 | 查看 |
| GILDGILEAD SCIENCES INC COM | Stock | 1,976 | $24.96 萬 | 0.06% | 00.0% | 不變 | 查看 |
| VANGUARD INDEX FDS922908686 | SMCP INDEX ADM | 1,700 | $24.67 萬 | 0.06% | −1,700−50.0% | 減碼 | – |
| GLWCORNING INC | COM | 950 | $24.27 萬 | 0.06% | +950 | 新進 | 查看 |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 3,285 | $24.1 萬 | 0.06% | −19,000−85.3% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 700 | $22.91 萬 | 0.06% | −760−52.1% | 減碼 | 查看 |
| DOVDOVER CORP | COM | 900 | $20.19 萬 | 0.05% | +900 | 新進 | 查看 |
| ADVISORS INNER CIRCLE FD III00771X419 | GQG PRTN INSTL | 10,400 | $19.27 萬 | 0.05% | +10,400 | 新進 | – |
2026 年第 1 季 之後清倉（5 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| MKCMCCORMICK & CO INC COM NON VTG | Stock | 25,009 | $126.15 萬 | 0.37% |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 1,000 | $29.05 萬 | 0.08% |
| CLCOLGATE PALMOLIVE CO COM | Stock | 3,115 | $26.55 萬 | 0.08% |
| EOGEOG RES INC COM | Stock | 1,540 | $22.26 萬 | 0.06% |
| RELXRELX PLC | SPONSORED ADR | 6,035 | $20.01 萬 | 0.06% |