Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/19 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 73
- 較 2022 年第 1 季 −5
- 總值
- $2.82 億
- 較 2022 年第 1 季 −$5,066 萬 (−15.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 106,036 | $1,450 萬 | 5.1% | −3,927−3.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 67,708 | $1,202 萬 | 4.3% | −314−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,255 | $1,145 萬 | 4.1% | −70−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 54,179 | $1,138 萬 | 4.0% | −1,733−3.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 76,226 | $1,096 萬 | 3.9% | −363−0.5% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 96,193 | $1,082 萬 | 3.8% | −2,094−2.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 33,099 | $1,044 萬 | 3.7% | −394−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,312 | $1,022 萬 | 3.6% | −281−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,759 | $995.6 萬 | 3.5% | −146−0.4% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 82,269 | $957.6 萬 | 3.4% | −466−0.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 85,840 | $932.7 萬 | 3.3% | −190−0.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 57,535 | $840.5 萬 | 3.0% | −430−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 85,164 | $818.6 萬 | 2.9% | +80+0.1% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 72,496 | $748.2 萬 | 2.7% | +153+0.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 84,484 | $714.1 萬 | 2.5% | −1,975−2.3% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 79,862 | $710.6 萬 | 2.5% | +186+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,355 | $656.6 萬 | 2.3% | −330−0.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 85,726 | $655.6 萬 | 2.3% | −2,096−2.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $654.3 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,425 | $586.8 萬 | 2.1% | −45−0.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 62,875 | $582.6 萬 | 2.1% | −230.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,860 | $572.2 萬 | 2.0% | −66−0.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 27,751 | $553.0 萬 | 2.0% | +855+3.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 18,978 | $467.8 萬 | 1.7% | −3,225−14.5% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 46,528 | $439.2 萬 | 1.6% | +395+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,030 | $425.1 萬 | 1.5% | +1,110+2.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| TJXTJX Companies Inc | Stock | 74,647 | $416.9 萬 | 1.5% | +209+0.3% | 加碼 | 歷史 |
| Koninklijke DSM NV780249108 | COM | 110,974 | $398.8 萬 | 1.4% | +1,692+1.5% | 加碼 | – |
| XYLXylem Inc. | COM | 49,835 | $389.5 萬 | 1.4% | +1,866+3.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,735 | $348.8 萬 | 1.2% | −975−2.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 33,820 | $345.6 萬 | 1.2% | +1,627+5.1% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 78,466 | $327.3 萬 | 1.2% | −500−0.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 19,064 | $317.8 萬 | 1.1% | −150−0.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,148 | $298.0 萬 | 1.1% | +290+1.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 79,355 | $296.8 萬 | 1.1% | −7,815−9.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 27,740 | $248.9 萬 | 0.9% | +13,412+93.6% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 11,558 | $213.0 萬 | 0.8% | +917+8.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,350 | $212.9 萬 | 0.8% | −350−1.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,285 | $201.4 萬 | 0.7% | +7,181+117.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 28,481 | $199.0 萬 | 0.7% | +2,475+9.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,708 | $194.6 萬 | 0.7% | −460−3.5% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 42,304 | $193.9 萬 | 0.7% | −42,500−50.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $161.0 萬 | 0.6% | −200−1.0% | 減碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 24,275 | $145.4 萬 | 0.5% | −10,550−30.3% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 14,415 | $137.1 萬 | 0.5% | +3,838+36.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,642 | $116.4 萬 | 0.4% | −300−2.0% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 12,610 | $112.3 萬 | 0.4% | +4,965+64.9% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $104.4 萬 | 0.4% | 00.0% | 不變 | – |
| OZKBank OZK | COM | 22,225 | $83.4 萬 | 0.3% | −3,000−11.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,550 | $82.7 萬 | 0.3% | −200−7.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,990 | $81.6 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,184 | $78.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,600 | $76.8 萬 | 0.3% | −50−1.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,450 | $75.5 萬 | 0.3% | −1,150−7.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,700 | $72.9 萬 | 0.3% | −40−1.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,425 | $72.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 4,025 | $72.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,550 | $71.1 萬 | 0.3% | −296−2.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,600 | $62.4 萬 | 0.2% | −350−5.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,140 | $57.1 萬 | 0.2% | −100−1.4% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $50.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Orsted A SBYT16L900 | COM | 4,250 | $44.4 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 2,600 | $39.9 萬 | 0.1% | −200−7.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,975 | $36.1 萬 | 0.1% | −225−7.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,125 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,115 | $23.3 萬 | 0.1% | −125−5.6% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 650 | $22.8 萬 | 0.1% | −100−13.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 23,900 | $17.0 萬 | 0.1% | −5,500−18.7% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 4,900 | $27.3 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 1,800 | $26.8 萬 | 0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $24.2 萬 | 0.1% | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $23.3 萬 | 0.1% | – |
| Kerry Group PLC451957906 | COM | 1,800 | $20.2 萬 | 0.1% | – |