Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 76
- 較 2021 年第 1 季 +1
- 總值
- $3.22 億
- 較 2021 年第 1 季 +$773.1 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 124,415 | $1,704 萬 | 5.3% | −6,816−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,098 | $1,489 萬 | 4.6% | −542−8.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 33,504 | $1,223 萬 | 3.8% | −1,366−3.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,141 | $1,211 萬 | 3.8% | −2,482−5.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 56,660 | $1,125 萬 | 3.5% | −1,442−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 41,407 | $1,122 萬 | 3.5% | −3,166−7.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 66,458 | $1,095 萬 | 3.4% | −1,270−1.9% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 83,484 | $1,041 萬 | 3.2% | −2,524−2.9% | 減碼 | – |
| CNICanadian National Railway Co | Stock | 98,554 | $1,040 萬 | 3.2% | −2,889−2.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,326 | $1,016 萬 | 3.2% | −672−0.9% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 70,704 | $995.8 萬 | 3.1% | −2,930−4.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 57,600 | $991.6 萬 | 3.1% | −1,387−2.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 84,732 | $982.3 萬 | 3.1% | −2,773−3.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 94,582 | $862.8 萬 | 2.7% | −3,405−3.5% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 78,495 | $839.0 萬 | 2.6% | −1,952−2.4% | 減碼 | 歷史 |
| XLNXXilinx Inc | COM | 55,457 | $802.2 萬 | 2.5% | −575−1.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 43,786 | $769.7 萬 | 2.4% | −595−1.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 26,626 | $761.5 萬 | 2.4% | +871+3.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,587 | $688.3 萬 | 2.1% | −534−2.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 80,462 | $686.4 萬 | 2.1% | +300.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $669.8 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 26,070 | $634.0 萬 | 2.0% | +806+3.2% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,614 | $630.1 萬 | 2.0% | −1,891−8.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,805 | $620.9 萬 | 1.9% | +8+0.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 105,075 | $590.0 萬 | 1.8% | −18,105−14.7% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 98,121 | $574.0 萬 | 1.8% | +2,002+2.1% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 45,997 | $551.8 萬 | 1.7% | −235−0.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 64,018 | $534.2 萬 | 1.7% | −2,583−3.9% | 減碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 62,960 | $473.5 萬 | 1.5% | −20,675−24.7% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 9,740 | $460.9 萬 | 1.4% | −244−2.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 43,825 | $459.0 萬 | 1.4% | −130−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,395 | $456.3 萬 | 1.4% | −150−1.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 63,697 | $429.3 萬 | 1.3% | +4,150+7.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 25,265 | $390.3 萬 | 1.2% | +4,553+22.0% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 81,025 | $380.7 萬 | 1.2% | −1,980−2.4% | 減碼 | – |
| Koninklijke DSM NV780249108 | COM | 79,483 | $371.8 萬 | 1.2% | +25,415+47.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 20,175 | $298.9 萬 | 0.9% | −1,500−6.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 41,965 | $264.7 萬 | 0.8% | −2,775−6.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 11,012 | $241.5 萬 | 0.8% | +1,920+21.1% | 加碼 | 歷史 |
| MMM3M Co | Stock | 10,090 | $200.5 萬 | 0.6% | −9,819−49.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,000 | $186.7 萬 | 0.6% | −100−0.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,550 | $172.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 17,527 | $168.7 萬 | 0.5% | −2,100−10.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,175 | $148.4 萬 | 0.5% | −3,000−18.5% | 減碼 | 歷史 |
| OZKBank OZK | COM | 33,245 | $140.2 萬 | 0.4% | −3,000−8.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,750 | $132.1 萬 | 0.4% | −1,500−24.0% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $123.5 萬 | 0.4% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 4,700 | $109.9 萬 | 0.3% | −200−4.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,275 | $93.0 萬 | 0.3% | −125−2.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,450 | $86.4 萬 | 0.3% | −25−1.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,872 | $85.2 萬 | 0.3% | −100−2.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,784 | $72.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,137 | $72.0 萬 | 0.2% | −100−3.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,400 | $65.4 萬 | 0.2% | −100−2.9% | 減碼 | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 15,600 | $63.0 萬 | 0.2% | 00.0% | 不變 | – |
| Orsted A SBYT16L900 | COM | 4,375 | $61.3 萬 | 0.2% | −50−1.1% | 減碼 | – |
| IDXXIDEXX Laboratories Inc | COM | 950 | $60.0 萬 | 0.2% | −50−5.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,250 | $59.0 萬 | 0.2% | −1,200−14.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,196 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 3,650 | $55.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,500 | $46.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $45.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $45.8 萬 | 0.1% | −25−1.1% | 減碼 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 34,500 | $41.6 萬 | 0.1% | −2,000−5.5% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 875 | $30.4 萬 | 0.1% | −25−2.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,500 | $29.1 萬 | 0.1% | −1,250−18.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,115 | $26.0 萬 | 0.1% | −50−1.6% | 減碼 | 歷史 |
| Kerry Group PLC451957906 | COM | 1,800 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $22.6 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,590 | $22.5 萬 | 0.1% | −510−24.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,125 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 825 | $22.3 萬 | 0.1% | +825 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,000 | $20.7 萬 | 0.1% | −1,400−31.8% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。