Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/8 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 74
- 較 2022 年第 2 季 +1
- 總值
- $2.63 億
- 較 2022 年第 2 季 −$1,853 萬 (−6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 99,801 | $1,379 萬 | 5.2% | −6,235−5.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 52,355 | $1,184 萬 | 4.5% | −1,824−3.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 67,596 | $1,104 萬 | 4.2% | −112−0.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 39,826 | $1,029 萬 | 3.9% | −486−1.2% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 94,993 | $1,026 萬 | 3.9% | −1,200−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 103,940 | $994.2 萬 | 3.8% | −1,160−1.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,608 | $954.6 萬 | 3.6% | −618−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 32,787 | $932.4 萬 | 3.5% | −312−0.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,889 | $905.7 萬 | 3.4% | +130+0.3% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 81,336 | $875.4 萬 | 3.3% | −933−1.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 86,005 | $832.3 萬 | 3.2% | +165+0.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 57,098 | $795.6 萬 | 3.0% | −437−0.8% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 79,427 | $743.1 萬 | 2.8% | −435−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 84,984 | $695.6 萬 | 2.6% | −180−0.2% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 72,686 | $690.7 萬 | 2.6% | +190+0.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,175 | $649.1 萬 | 2.5% | −180−0.4% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $609.7 萬 | 2.3% | −1−6.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 63,088 | $601.6 萬 | 2.3% | +213+0.3% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 27,807 | $598.1 萬 | 2.3% | +56+0.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 77,724 | $590.8 萬 | 2.2% | −6,760−8.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,076 | $581.6 萬 | 2.2% | +216+1.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,464 | $578.9 萬 | 2.2% | +39+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 86,007 | $544.9 萬 | 2.1% | +281+0.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 75,362 | $468.3 萬 | 1.8% | +715+1.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40,830 | $461.4 萬 | 1.8% | +800+2.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 51,576 | $450.6 萬 | 1.7% | +1,741+3.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 47,241 | $445.7 萬 | 1.7% | +713+1.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 16,918 | $376.9 萬 | 1.4% | −2,060−10.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,710 | $355.4 萬 | 1.4% | −25−0.1% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 78,421 | $318.6 萬 | 1.2% | −45−0.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 18,540 | $302.7 萬 | 1.2% | −524−2.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 35,377 | $294.2 萬 | 1.1% | +1,557+4.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,094 | $285.5 萬 | 1.1% | −54−0.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 34,532 | $279.0 萬 | 1.1% | +6,792+24.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 27,897 | $240.1 萬 | 0.9% | −584−2.1% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 12,043 | $229.7 萬 | 0.9% | +485+4.2% | 加碼 | 歷史 |
| Koninklijke DSM NV780249108 | COM | 78,980 | $224.3 萬 | 0.9% | −31,994−28.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,350 | $201.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,448 | $167.0 萬 | 0.6% | −260−2.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 64,340 | $165.8 萬 | 0.6% | −15,015−18.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 19,960 | $164.9 萬 | 0.6% | +5,545+38.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,589 | $152.8 萬 | 0.6% | −696−5.2% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $138.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $108.2 萬 | 0.4% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 14,642 | $107.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 18,945 | $95.5 萬 | 0.4% | −5,330−22.0% | 減碼 | – |
| APTVAptiv PLC | SHS | 12,040 | $94.2 萬 | 0.4% | −570−4.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,290 | $87.9 萬 | 0.3% | +300+10.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,550 | $82.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,425 | $81.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 19,175 | $75.9 萬 | 0.3% | −3,050−13.7% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 16,339 | $71.7 萬 | 0.3% | −25,965−61.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,250 | $70.9 萬 | 0.3% | −200−1.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,600 | $70.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,725 | $66.2 萬 | 0.3% | +25+0.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,025 | $66.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,060 | $64.4 萬 | 0.2% | −1,124−11.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 13,350 | $58.4 萬 | 0.2% | −200−1.5% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,100 | $50.9 萬 | 0.2% | −500−8.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,140 | $50.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,400 | $37.1 萬 | 0.1% | −200−7.7% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,975 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Orsted A SBYT16L900 | COM | 4,250 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 3,000 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,125 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,065 | $23.0 萬 | 0.1% | −50−2.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 650 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $20.1 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 23,800 | $15.2 萬 | 0.1% | −100−0.4% | 減碼 | 歷史 |