Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 75
- 較 2023 年第 2 季 −4
- 總值
- $2.95 億
- 較 2023 年第 2 季 −$2,108 萬 (−6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,613 | $1,517 萬 | 5.1% | −2,918−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 99,034 | $1,296 萬 | 4.4% | −3,252−3.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 30,889 | $1,223 萬 | 4.1% | −843−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,535 | $1,217 萬 | 4.1% | −317−0.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 47,928 | $1,153 萬 | 3.9% | −861−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 76,942 | $1,122 萬 | 3.8% | −274−0.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 69,169 | $1,077 萬 | 3.7% | +310.0% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 94,658 | $1,025 萬 | 3.5% | −271−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 40,106 | $995.0 萬 | 3.4% | +177+0.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 54,982 | $962.7 萬 | 3.3% | +59+0.1% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 83,118 | $940.6 萬 | 3.2% | +831+1.0% | 加碼 | – |
| ATRAptargroup, Inc. | Stock | 74,135 | $927.0 萬 | 3.1% | +175+0.2% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,374 | $907.9 萬 | 3.1% | +300+0.4% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 90,505 | $876.5 萬 | 3.0% | +1,957+2.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 84,437 | $868.2 萬 | 2.9% | −1,669−1.9% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 30,251 | $864.8 萬 | 2.9% | +256+0.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 75,860 | $772.7 萬 | 2.6% | −4,125−5.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 45,061 | $759.8 萬 | 2.6% | +1,406+3.2% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 14 | $744.1 萬 | 2.5% | −1−6.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,380 | $712.5 萬 | 2.4% | −124−0.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 76,980 | $684.2 萬 | 2.3% | +110+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 21,768 | $657.7 萬 | 2.2% | +1,043+5.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51,340 | $652.6 萬 | 2.2% | +4,977+10.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,790 | $644.9 萬 | 2.2% | +1,014+8.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 86,173 | $620.2 萬 | 2.1% | −45−0.1% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 60,919 | $554.5 萬 | 1.9% | +2,341+4.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,247 | $523.4 萬 | 1.8% | −106−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,396 | $427.9 萬 | 1.5% | −625−1.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 40,448 | $386.8 萬 | 1.3% | +2,641+7.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 47,139 | $369.4 萬 | 1.3% | +355+0.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 49,907 | $348.5 萬 | 1.2% | −14,474−22.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,145 | $307.4 萬 | 1.0% | −675−3.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,335 | $229.9 萬 | 0.8% | −540−2.4% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 61,752 | $209.5 萬 | 0.7% | −7,599−11.0% | 減碼 | – |
| Schneider Electric SE80687P106 | COM | 54,318 | $179.2 萬 | 0.6% | +54,318 | 新進 | – |
| Munich Re Group529412900 | COM | 4,486 | $175.4 萬 | 0.6% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 11,124 | $165.8 萬 | 0.6% | −685−5.8% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 11,558 | $158.7 萬 | 0.5% | −72−0.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,157 | $150.7 萬 | 0.5% | −9,167−52.9% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,350 | $146.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 13,270 | $130.8 萬 | 0.4% | +1,870+16.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 33,930 | $120.6 萬 | 0.4% | −5,670−14.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 11,872 | $114.6 萬 | 0.4% | −1,375−10.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,195 | $111.9 萬 | 0.4% | −470−12.8% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 15,167 | $105.1 萬 | 0.4% | +645+4.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 11,735 | $95.1 萬 | 0.3% | −21,113−64.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,400 | $92.8 萬 | 0.3% | −525−13.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,250 | $91.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,575 | $82.2 萬 | 0.3% | −100−2.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,475 | $79.2 萬 | 0.3% | −425−22.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,910 | $72.1 萬 | 0.2% | −215−10.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 7,400 | $67.3 萬 | 0.2% | −1,400−15.9% | 減碼依 2 比 1 拆股換算 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,180 | $64.8 萬 | 0.2% | −250−7.3% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 16,025 | $53.2 萬 | 0.2% | −550−3.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,205 | $51.2 萬 | 0.2% | −1,670−18.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,150 | $47.3 萬 | 0.2% | −100−1.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 700 | $41.5 萬 | 0.1% | −50−6.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 6,025 | $39.8 萬 | 0.1% | −625−9.4% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,775 | $38.7 萬 | 0.1% | −200−6.7% | 減碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 9,585 | $38.6 萬 | 0.1% | −3,535−26.9% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,225 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 10,100 | $37.4 萬 | 0.1% | −3,035−23.1% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,800 | $28.6 萬 | 0.1% | −200−10.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,825 | $28.2 萬 | 0.1% | −12,247−71.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,415 | $27.9 萬 | 0.1% | −300−11.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,860 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,600 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,220 | $22.7 萬 | 0.1% | −62−1.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,050 | $22.7 萬 | 0.1% | −25−0.6% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $20.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 11,700 | $9.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Orsted A SBYT16L900 | COM | 5,890 | $55.5 萬 | 0.2% | – |
| ULUnilever PLC | SPON ADR NEW | 5,475 | $28.5 萬 | 0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 550 | $27.6 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,765 | $20.2 萬 | 0.1% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,600 | $20.0 萬 | 0.1% | 歷史 |