Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 79
- 較 2023 年第 1 季 +2
- 總值
- $3.16 億
- 較 2023 年第 1 季 +$1,614 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 91,531 | $1,775 萬 | 5.6% | −4,386−4.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,852 | $1,323 萬 | 4.2% | −1,451−3.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 31,732 | $1,248 萬 | 4.0% | −658−2.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 102,286 | $1,224 萬 | 3.9% | −4,603−4.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 77,216 | $1,172 萬 | 3.7% | −996−1.3% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 94,929 | $1,149 萬 | 3.6% | −407−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 69,138 | $1,144 萬 | 3.6% | +725+1.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 48,789 | $1,072 萬 | 3.4% | −1,177−2.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 54,923 | $1,070 萬 | 3.4% | −761−1.4% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,074 | $1,010 萬 | 3.2% | −155−0.2% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 82,287 | $990.3 萬 | 3.1% | −639−0.8% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 29,995 | $988.2 萬 | 3.1% | +598+2.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 86,106 | $980.8 萬 | 3.1% | −3,422−3.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 88,548 | $965.4 萬 | 3.1% | −279−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 39,929 | $958.3 萬 | 3.0% | +100.0% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 73,960 | $856.9 萬 | 2.7% | +197+0.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 86,218 | $844.6 萬 | 2.7% | −10.0% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 79,985 | $807.1 萬 | 2.6% | +224+0.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $776.7 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,504 | $698.2 萬 | 2.2% | +26+0.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 43,655 | $686.9 萬 | 2.2% | +120.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 58,578 | $659.7 萬 | 2.1% | +1,876+3.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 76,870 | $651.8 萬 | 2.1% | +300+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,725 | $643.8 萬 | 2.0% | −171−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 46,363 | $604.4 萬 | 1.9% | +910+2.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,776 | $566.0 萬 | 1.8% | +160+1.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,353 | $537.3 萬 | 1.7% | +339+1.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 64,381 | $445.1 萬 | 1.4% | +168+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 37,807 | $417.3 萬 | 1.3% | +2,170+6.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 46,784 | $412.2 萬 | 1.3% | +6,099+15.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,021 | $397.1 萬 | 1.3% | −280−0.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 17,324 | $359.5 萬 | 1.1% | −141−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,820 | $348.6 萬 | 1.1% | −250−1.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 32,848 | $293.3 萬 | 0.9% | +448+1.4% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 69,351 | $264.9 萬 | 0.8% | −1,350−1.9% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 22,875 | $264.0 萬 | 0.8% | −225−1.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 11,630 | $218.1 萬 | 0.7% | +579+5.2% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $168.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $167.3 萬 | 0.5% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 11,809 | $159.1 萬 | 0.5% | −453−3.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,522 | $137.0 萬 | 0.4% | +920+6.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 39,600 | $132.4 萬 | 0.4% | −4,065−9.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,665 | $125.0 萬 | 0.4% | −45−1.2% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 13,247 | $119.7 萬 | 0.4% | −1,445−9.8% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 11,400 | $116.4 萬 | 0.4% | +505+4.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 17,072 | $113.9 萬 | 0.4% | −3,469−16.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,925 | $96.6 萬 | 0.3% | −100−2.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,900 | $89.1 萬 | 0.3% | −325−14.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,675 | $87.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 2,125 | $86.1 萬 | 0.3% | −125−5.6% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,250 | $86.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 4,400 | $71.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,430 | $70.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,875 | $68.4 萬 | 0.2% | +150+1.7% | 加碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 13,120 | $60.9 萬 | 0.2% | −200−1.5% | 減碼 | – |
| PFEPfizer Inc | Stock | 16,575 | $60.8 萬 | 0.2% | −50−0.3% | 減碼 | 歷史 |
| Orsted A SBYT16L900 | COM | 5,890 | $55.5 萬 | 0.2% | +20+0.3% | 加碼 | – |
| ASMLASML Holding NV | ADR | 750 | $54.0 萬 | 0.2% | −74−9.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,250 | $52.8 萬 | 0.2% | −200−2.4% | 減碼 | 歷史 |
| OZKBank OZK | COM | 13,135 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 6,650 | $49.3 萬 | 0.2% | +125+1.9% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 2,975 | $43.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $41.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,000 | $36.0 萬 | 0.1% | −200−9.1% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,715 | $30.4 萬 | 0.1% | −335−11.0% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,475 | $28.5 萬 | 0.1% | −1,024−15.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 550 | $27.6 萬 | 0.1% | −100−15.4% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,075 | $24.5 萬 | 0.1% | −50−1.2% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,860 | $22.5 萬 | 0.1% | +1,860 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,282 | $22.2 萬 | 0.1% | −400−8.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $21.3 萬 | 0.1% | +5,000 | 新進 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,765 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,600 | $20.0 萬 | 0.1% | −50−1.9% | 減碼 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 11,700 | $8.60 萬 | <0.1% | −3,100−20.9% | 減碼 | 歷史 |