Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 82
- 較 2021 年第 3 季 +7
- 總值
- $3.54 億
- 較 2021 年第 3 季 +$3,857 萬 (+12.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 118,033 | $2,096 萬 | 5.9% | +170.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,526 | $1,601 萬 | 4.5% | −189−3.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 56,473 | $1,393 萬 | 3.9% | +386+0.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,379 | $1,358 萬 | 3.8% | +852+2.2% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 41,244 | $1,357 萬 | 3.8% | −818−1.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 77,090 | $1,261 萬 | 3.6% | +1,954+2.6% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 99,625 | $1,224 萬 | 3.5% | +789+0.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 33,585 | $1,207 萬 | 3.4% | +581+1.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 85,697 | $1,206 萬 | 3.4% | +1,225+1.5% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 83,071 | $1,166 萬 | 3.3% | −265−0.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 68,141 | $1,166 萬 | 3.3% | +1,811+2.7% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 54,798 | $1,162 萬 | 3.3% | −452−0.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 58,056 | $1,020 萬 | 2.9% | +580+1.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 26,632 | $929.1 萬 | 2.6% | +178+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,610 | $896.8 萬 | 2.5% | +268+1.3% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 72,075 | $882.8 萬 | 2.5% | +966+1.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 79,540 | $825.5 萬 | 2.3% | +1,265+1.6% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 89,569 | $783.4 萬 | 2.2% | −3,433−3.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 85,409 | $735.0 萬 | 2.1% | +2,544+3.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $721.1 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 45,456 | $704.0 萬 | 2.0% | +1,490+3.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 27,377 | $688.6 萬 | 1.9% | +663+2.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 63,663 | $656.7 萬 | 1.9% | −250.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,897 | $632.5 萬 | 1.8% | +60+3.3% | 加碼 | 歷史 |
| Koninklijke DSM NV780249108 | COM | 103,577 | $586.5 萬 | 1.7% | +8,164+8.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 11,630 | $583.9 萬 | 1.6% | +200+1.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 47,032 | $564.0 萬 | 1.6% | +1,094+2.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 103,474 | $556.6 萬 | 1.6% | +3,270+3.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 71,914 | $545.9 萬 | 1.5% | +6,222+9.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,795 | $537.5 萬 | 1.5% | +420+0.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 30,618 | $510.4 萬 | 1.4% | +2,543+9.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 93,075 | $479.4 萬 | 1.4% | −4,210−4.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 22,242 | $419.5 萬 | 1.2% | +1,376+6.6% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 80,195 | $414.6 萬 | 1.2% | −450−0.6% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 10,212 | $388.5 萬 | 1.1% | +452+4.6% | 加碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 45,900 | $376.1 萬 | 1.1% | −8,540−15.7% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 19,861 | $345.0 萬 | 1.0% | −118−0.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 14,436 | $301.0 萬 | 0.9% | +1,244+9.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 41,910 | $256.4 萬 | 0.7% | +135+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,103 | $191.0 萬 | 0.5% | +1,143+8.8% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,550 | $188.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,000 | $183.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 16,477 | $153.2 萬 | 0.4% | −250−1.5% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $132.2 萬 | 0.4% | 00.0% | 不變 | – |
| OZKBank OZK | COM | 28,225 | $131.3 萬 | 0.4% | −5,020−15.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,500 | $104.7 萬 | 0.3% | −500−12.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,750 | $94.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 4,475 | $92.5 萬 | 0.3% | +400+9.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 6,570 | $85.1 萬 | 0.2% | +6,570 | 新進 | 歷史 |
| VVisa Inc. | Stock | 3,915 | $84.8 萬 | 0.2% | −380−8.8% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,096 | $84.0 萬 | 0.2% | +5,096 | 新進 | 歷史 |
| DEDeere & Co | Stock | 2,425 | $83.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,996 | $82.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,750 | $76.0 萬 | 0.2% | −162−5.6% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 6,200 | $69.4 萬 | 0.2% | +1,100+21.6% | 加碼 | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 15,600 | $67.7 萬 | 0.2% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 3,500 | $63.5 萬 | 0.2% | −150−4.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,184 | $63.4 萬 | 0.2% | −600−5.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,240 | $61.8 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,000 | $56.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Orsted A SBYT16L900 | COM | 4,250 | $54.2 萬 | 0.2% | −125−2.9% | 減碼 | – |
| MMM3M Co | Stock | 3,008 | $53.5 萬 | 0.2% | −1,615−34.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 800 | $52.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $52.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $46.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,180 | $34.8 萬 | 0.1% | +1,180 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,300 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 34,000 | $30.2 萬 | 0.1% | −200−0.6% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $27.1 萬 | 0.1% | +1,642 | 新進 | – |
| AXPAmerican Express Co | Stock | 1,600 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $25.6 萬 | 0.1% | +1,303 | 新進 | – |
| KOCoca Cola Co | Stock | 4,125 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 800 | $23.4 萬 | 0.1% | −25−3.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,635 | $23.4 萬 | 0.1% | −30−1.1% | 減碼 | 歷史 |
| Kerry Group PLC451957906 | COM | 1,800 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 660 | $22.1 萬 | 0.1% | −75−10.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 750 | $22.0 萬 | 0.1% | +750 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,000 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $20.5 萬 | 0.1% | +1,800 | 新進 | 歷史 |