Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/9 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 76
- 較 2022 年第 3 季 +2
- 總值
- $2.77 億
- 較 2022 年第 3 季 +$1,385 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 96,495 | $1,254 萬 | 4.5% | −3,306−3.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 67,394 | $1,191 萬 | 4.3% | −202−0.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 49,623 | $1,185 萬 | 4.3% | −2,732−5.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 76,599 | $1,161 萬 | 4.2% | +991+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 32,741 | $1,139 萬 | 4.1% | −46−0.1% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 94,523 | $1,124 萬 | 4.1% | −470−0.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 38,712 | $1,027 萬 | 3.7% | −1,114−2.8% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 82,611 | $952.8 萬 | 3.4% | +1,275+1.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 86,382 | $948.4 萬 | 3.4% | +377+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,177 | $939.5 萬 | 3.4% | +288+0.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 56,747 | $930.8 萬 | 3.4% | −351−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 104,239 | $919.7 萬 | 3.3% | +299+0.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 86,019 | $868.1 萬 | 3.1% | +1,035+1.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 45,120 | $809.9 萬 | 2.9% | −55−0.1% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 79,502 | $803.5 萬 | 2.9% | +75+0.1% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 72,433 | $796.6 萬 | 2.9% | −253−0.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 27,529 | $709.1 萬 | 2.6% | −278−1.0% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 77,799 | $705.8 萬 | 2.5% | +75+0.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $703.1 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,272 | $640.3 萬 | 2.3% | −804−3.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,384 | $603.6 萬 | 2.2% | −80−0.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 75,312 | $599.5 萬 | 2.2% | −50−0.1% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 53,250 | $588.8 萬 | 2.1% | +1,674+3.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 62,763 | $584.9 萬 | 2.1% | −325−0.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 87,210 | $564.9 萬 | 2.0% | +1,203+1.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 18,673 | $474.9 萬 | 1.7% | +1,755+10.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,395 | $434.5 萬 | 1.6% | −1,315−3.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,394 | $372.8 萬 | 1.3% | +300+1.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,471 | $333.7 萬 | 1.2% | −69−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,546 | $315.4 萬 | 1.1% | −3,284−8.0% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 75,421 | $295.3 萬 | 1.1% | −3,000−3.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,350 | $259.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 20,925 | $244.8 萬 | 0.9% | −14,452−40.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,398 | $200.4 萬 | 0.7% | −50−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 13,356 | $195.2 萬 | 0.7% | +767+6.1% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 8,200 | $165.8 萬 | 0.6% | −3,843−31.9% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $160.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 60,240 | $159.2 萬 | 0.6% | −4,100−6.4% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $145.3 萬 | 0.5% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 14,642 | $140.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 13,559 | $117.8 萬 | 0.4% | −33,682−71.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,073 | $117.1 萬 | 0.4% | −19,459−56.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 16,426 | $117.0 萬 | 0.4% | −11,471−41.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,400 | $102.9 萬 | 0.4% | −25−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,025 | $96.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,030 | $93.6 萬 | 0.3% | −260−7.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,550 | $93.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 17,070 | $86.2 萬 | 0.3% | −1,875−9.9% | 減碼 | – |
| SHELShell plc | ADR | 14,250 | $81.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,725 | $77.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,600 | $74.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 7,735 | $72.0 萬 | 0.3% | −4,305−35.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,100 | $69.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 13,325 | $68.3 萬 | 0.2% | −25−0.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,060 | $65.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 16,135 | $64.6 萬 | 0.2% | −3,040−15.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 8,300 | $61.9 萬 | 0.2% | −11,660−58.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,125 | $56.1 萬 | 0.2% | −15−0.2% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,924 | $55.0 萬 | 0.2% | −5,415−33.1% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,400 | $41.3 萬 | 0.1% | −500−8.5% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,975 | $40.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Orsted A SBYT16L900 | COM | 4,250 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 2,200 | $36.3 萬 | 0.1% | −200−8.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $31.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 650 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,125 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,865 | $24.2 萬 | 0.1% | −200−9.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $23.7 萬 | 0.1% | +1,800 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,700 | $23.2 萬 | 0.1% | +2,700 | 新進 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,500 | $21.4 萬 | 0.1% | +4,500 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 16,200 | $10.6 萬 | <0.1% | −7,600−31.9% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Koninklijke DSM NV780249108 | COM | 78,980 | $224.3 萬 | 0.9% | – |