Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/17 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 78
- 較 2021 年第 4 季 −4
- 總值
- $3.32 億
- 較 2021 年第 4 季 −$2,180 萬 (−6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 109,963 | $1,920 萬 | 5.8% | −8,070−6.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,325 | $1,481 萬 | 4.5% | −201−3.6% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 98,287 | $1,318 萬 | 4.0% | −1,338−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 55,912 | $1,272 萬 | 3.8% | −561−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 68,022 | $1,206 萬 | 3.6% | −119−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,905 | $1,200 萬 | 3.6% | −1,474−3.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 33,493 | $1,197 萬 | 3.6% | −92−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,593 | $1,191 萬 | 3.6% | −651−1.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 76,589 | $1,170 萬 | 3.5% | −501−0.6% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 82,735 | $1,076 萬 | 3.2% | −336−0.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 86,030 | $1,018 萬 | 3.1% | +333+0.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 87,822 | $960.3 萬 | 2.9% | +87,822 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 57,965 | $957.6 萬 | 2.9% | −91−0.2% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 72,343 | $850.0 萬 | 2.6% | +268+0.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $846.3 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 85,084 | $843.0 萬 | 2.5% | −325−0.4% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 79,676 | $807.9 萬 | 2.4% | +136+0.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 86,459 | $758.7 萬 | 2.3% | −3,110−3.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 26,896 | $753.2 萬 | 2.3% | +264+1.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,685 | $743.8 萬 | 2.2% | −110−0.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 62,898 | $636.6 萬 | 1.9% | −765−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,946 | $634.5 萬 | 1.9% | +49+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 46,133 | $632.6 萬 | 1.9% | +677+1.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,926 | $626.4 萬 | 1.9% | −684−3.2% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 22,203 | $590.7 萬 | 1.8% | −5,174−18.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,470 | $584.9 萬 | 1.8% | −160−1.4% | 減碼 | 歷史 |
| Koninklijke DSM NV780249108 | COM | 109,282 | $489.9 萬 | 1.5% | +5,705+5.5% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 74,438 | $450.9 萬 | 1.4% | +2,524+3.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 32,193 | $433.2 萬 | 1.3% | +1,575+5.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 87,170 | $432.0 萬 | 1.3% | −5,905−6.3% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 47,969 | $409.1 萬 | 1.2% | +937+2.0% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 78,966 | $390.1 萬 | 1.2% | −1,229−1.5% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 84,804 | $386.4 萬 | 1.2% | −18,670−18.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 10,641 | $371.8 萬 | 1.1% | +429+4.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 41,710 | $344.5 萬 | 1.0% | −200−0.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 16,858 | $328.0 萬 | 1.0% | +2,422+16.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,214 | $321.6 萬 | 1.0% | −647−3.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 26,006 | $300.7 萬 | 0.9% | +3,764+16.9% | 加碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 34,825 | $239.2 萬 | 0.7% | −11,075−24.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 13,168 | $213.4 萬 | 0.6% | −935−6.6% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,550 | $195.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,700 | $194.5 萬 | 0.6% | −300−1.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,104 | $166.5 萬 | 0.5% | +4,924+417.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 14,328 | $159.1 萬 | 0.5% | +14,328 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 14,942 | $146.5 萬 | 0.4% | −1,535−9.3% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 10,577 | $124.5 萬 | 0.4% | +4,007+61.0% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $120.4 萬 | 0.4% | 00.0% | 不變 | – |
| OZKBank OZK | COM | 25,225 | $107.7 萬 | 0.3% | −3,000−10.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,000 | $105.9 萬 | 0.3% | −500−14.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,425 | $100.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,650 | $99.7 萬 | 0.3% | −100−2.7% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 7,645 | $91.5 萬 | 0.3% | +2,549+50.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,025 | $89.7 萬 | 0.3% | −450−10.1% | 減碼 | 歷史 |
| SHELShell plc | ADR | 15,600 | $85.7 萬 | 0.3% | +15,600 | 新進 | 歷史 |
| VVisa Inc. | Stock | 3,740 | $82.9 萬 | 0.2% | −175−4.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,750 | $78.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,184 | $74.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,846 | $71.7 萬 | 0.2% | −150−1.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,950 | $66.0 萬 | 0.2% | −250−4.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,240 | $54.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Orsted A SBYT16L900 | COM | 4,250 | $53.5 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 2,800 | $51.4 萬 | 0.2% | −200−6.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 3,200 | $50.2 萬 | 0.2% | −300−8.6% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $48.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 750 | $41.0 萬 | 0.1% | −50−6.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $39.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 29,400 | $28.8 萬 | 0.1% | −4,600−13.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,900 | $27.3 萬 | 0.1% | −400−7.5% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,240 | $26.7 萬 | 0.1% | −395−15.0% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,125 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| Kerry Group PLC451957906 | COM | 1,800 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
2021 年第 4 季之後清倉（7 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XLNXXilinx Inc | COM | 54,798 | $1,162 萬 | 3.3% | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 15,600 | $67.7 萬 | 0.2% | – |
| MMM3M Co | Stock | 3,008 | $53.5 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 800 | $23.4 萬 | 0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 660 | $22.1 萬 | 0.1% | 歷史 |
| EFXEquifax Inc | COM | 750 | $22.0 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,000 | $21.8 萬 | 0.1% | 歷史 |