Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 77
- 較 2022 年第 4 季 +1
- 總值
- $3.00 億
- 較 2022 年第 4 季 +$2,283 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 95,917 | $1,582 萬 | 5.3% | −578−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 32,390 | $1,177 萬 | 3.9% | −351−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 78,212 | $1,163 萬 | 3.9% | +1,613+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,303 | $1,162 萬 | 3.9% | +1,126+2.9% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 95,336 | $1,125 萬 | 3.8% | +813+0.9% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 49,966 | $1,112 萬 | 3.7% | +343+0.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 106,889 | $1,109 萬 | 3.7% | +2,650+2.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 55,684 | $1,098 萬 | 3.7% | −1,063−1.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 68,413 | $1,060 萬 | 3.5% | +1,019+1.5% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 82,926 | $1,009 萬 | 3.4% | +315+0.4% | 加碼 | – |
| DHRDanaher Corp | Stock | 39,919 | $1,006 萬 | 3.4% | +1,207+3.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,229 | $906.8 萬 | 3.0% | +727+0.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 88,827 | $899.5 萬 | 3.0% | +2,445+2.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 89,528 | $877.5 萬 | 2.9% | +2,318+2.7% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 73,763 | $871.8 萬 | 2.9% | +1,330+1.8% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 29,397 | $862.7 萬 | 2.9% | +1,868+6.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 86,219 | $844.3 萬 | 2.8% | +200+0.2% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 79,761 | $733.8 萬 | 2.4% | +1,962+2.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 43,643 | $712.1 萬 | 2.4% | −1,477−3.3% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $698.4 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,896 | $616.7 萬 | 2.1% | +624+3.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 76,570 | $600.0 萬 | 2.0% | +1,258+1.7% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 56,702 | $593.7 萬 | 2.0% | +3,452+6.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,616 | $549.0 萬 | 1.8% | +232+2.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,014 | $495.4 萬 | 1.7% | +1,341+7.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 64,213 | $477.2 萬 | 1.6% | +1,450+2.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,453 | $469.5 萬 | 1.6% | +7,907+21.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,478 | $457.7 萬 | 1.5% | +3,122+23.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 35,637 | $437.1 萬 | 1.5% | +14,712+70.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,301 | $409.0 萬 | 1.4% | −2,094−5.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,070 | $347.6 萬 | 1.2% | +599+3.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,465 | $333.8 萬 | 1.1% | +71+0.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 40,685 | $328.0 萬 | 1.1% | +25,612+169.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 32,400 | $324.4 萬 | 1.1% | +18,841+139.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 11,051 | $257.0 萬 | 0.9% | +2,851+34.8% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 70,701 | $253.5 萬 | 0.8% | −4,720−6.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 23,100 | $245.8 萬 | 0.8% | −250−1.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,262 | $195.4 萬 | 0.7% | −136−1.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $161.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $157.2 萬 | 0.5% | 00.0% | 不變 | – |
| PYPLPayPal Holdings, Inc. | Stock | 20,541 | $156.0 萬 | 0.5% | +4,115+25.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 43,665 | $142.7 萬 | 0.5% | −16,575−27.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 14,692 | $128.0 萬 | 0.4% | +50+0.3% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 10,895 | $122.2 萬 | 0.4% | +3,160+40.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,710 | $114.6 萬 | 0.4% | +680+22.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 13,602 | $112.5 萬 | 0.4% | +5,302+63.9% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,250 | $92.9 萬 | 0.3% | −150−6.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,025 | $92.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,675 | $82.9 萬 | 0.3% | −50−1.3% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,250 | $82.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,225 | $76.4 萬 | 0.3% | −325−12.7% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 4,400 | $70.0 萬 | 0.2% | −700−13.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,430 | $69.0 萬 | 0.2% | −170−4.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 16,625 | $67.8 萬 | 0.2% | +3,300+24.8% | 加碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 13,320 | $67.8 萬 | 0.2% | −3,750−22.0% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 8,725 | $65.6 萬 | 0.2% | +1,600+22.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,450 | $58.6 萬 | 0.2% | −610−6.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 824 | $56.0 萬 | 0.2% | +824 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 6,525 | $50.4 萬 | 0.2% | +1,125+20.8% | 加碼 | 歷史 |
| Orsted A SBYT16L900 | COM | 5,870 | $49.7 萬 | 0.2% | +1,620+38.1% | 加碼 | – |
| DOVDOVER Corp | COM | 2,975 | $45.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 13,135 | $44.9 萬 | 0.1% | −3,000−18.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,200 | $40.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,050 | $34.9 萬 | 0.1% | +50+1.7% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 6,499 | $33.7 萬 | 0.1% | −4,425−40.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 650 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,125 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,682 | $24.5 萬 | 0.1% | +182+4.0% | 加碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 2,650 | $22.0 萬 | 0.1% | −50−1.9% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,765 | $20.2 萬 | 0.1% | −100−5.4% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $20.1 萬 | 0.1% | +1,303 | 新進 | – |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 14,800 | $9.59 萬 | <0.1% | −1,400−8.6% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。