Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 75
- 較 2023 年第 3 季 0
- 總值
- $3.15 億
- 較 2023 年第 3 季 +$2,002 萬 (+6.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 86,343 | $1,662 萬 | 5.3% | −2,270−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,472 | $1,447 萬 | 4.6% | −63−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 98,255 | $1,373 萬 | 4.4% | −779−0.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 30,590 | $1,305 萬 | 4.1% | −299−1.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 82,146 | $1,211 萬 | 3.8% | −2,291−2.7% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 93,191 | $1,171 萬 | 3.7% | −1,467−1.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 47,773 | $1,113 萬 | 3.5% | −155−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,909 | $1,112 萬 | 3.5% | −1,033−1.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 55,001 | $1,092 萬 | 3.5% | +190.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 69,317 | $1,086 萬 | 3.5% | +148+0.2% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,186 | $1,065 萬 | 3.4% | −188−0.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 92,738 | $1,021 萬 | 3.2% | +2,233+2.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 42,205 | $976.4 萬 | 3.1% | +2,099+5.2% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 83,301 | $965.1 萬 | 3.1% | +183+0.2% | 加碼 | – |
| ROKRockwell Automation, Inc | Stock | 30,419 | $944.4 萬 | 3.0% | +168+0.6% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 74,180 | $917.0 萬 | 2.9% | +45+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,635 | $830.1 萬 | 2.6% | +3,295+6.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 16,283 | $806.4 萬 | 2.6% | −97−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 23,150 | $802.3 萬 | 2.5% | +1,382+6.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 78,440 | $735.8 萬 | 2.3% | +1,460+1.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 86,557 | $728.3 萬 | 2.3% | +384+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,802 | $726.6 萬 | 2.3% | +1,012+7.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 62,688 | $716.9 萬 | 2.3% | +1,769+2.9% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 13 | $705.4 萬 | 2.2% | −1−7.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 46,626 | $695.5 萬 | 2.2% | +1,565+3.5% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 64,512 | $651.4 萬 | 2.1% | −11,348−15.0% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,763 | $506.3 萬 | 1.6% | +516+2.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 42,066 | $456.7 萬 | 1.5% | +1,618+4.0% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 98,413 | $395.2 萬 | 1.3% | +44,095+81.2% | 加碼 | – |
| MDTMedtronic plc | Stock | 47,904 | $394.6 萬 | 1.3% | +765+1.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,131 | $361.2 萬 | 1.1% | −265−0.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,890 | $303.8 萬 | 1.0% | −255−1.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 33,494 | $264.5 萬 | 0.8% | −16,413−32.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,250 | $242.6 萬 | 0.8% | −85−0.4% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 51,900 | $188.0 萬 | 0.6% | −9,852−16.0% | 減碼 | – |
| Munich Re Group529412900 | COM | 4,486 | $186.7 萬 | 0.6% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 11,124 | $172.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,400 | $156.9 萬 | 0.5% | +1,205+37.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 30,780 | $154.7 萬 | 0.5% | −3,150−9.3% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 16,755 | $150.3 萬 | 0.5% | +3,485+26.3% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,800 | $135.5 萬 | 0.4% | +450+2.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,400 | $100.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 10,252 | $99.8 萬 | 0.3% | −1,620−13.6% | 減碼 | 歷史 |
| SHELShell plc | ADR | 14,250 | $93.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 3,210 | $83.6 萬 | 0.3% | −365−10.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,060 | $75.2 萬 | 0.2% | −120−3.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,275 | $74.3 萬 | 0.2% | −200−13.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,502 | $73.4 萬 | 0.2% | −4,655−57.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,781 | $71.2 萬 | 0.2% | −129−6.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,700 | $59.0 萬 | 0.2% | −1,700−23.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 760 | $57.2 萬 | 0.2% | +60+8.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,390 | $50.9 萬 | 0.2% | −815−11.3% | 減碼 | 歷史 |
| OZKBank OZK | COM | 9,435 | $47.0 萬 | 0.1% | −665−6.6% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $44.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,600 | $42.7 萬 | 0.1% | −9,567−63.1% | 減碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 7,335 | $40.2 萬 | 0.1% | −2,250−23.5% | 減碼 | – |
| SYYSysco Corp | Stock | 5,050 | $36.9 萬 | 0.1% | −975−16.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,755 | $36.7 萬 | 0.1% | −3,270−20.4% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $34.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 850 | $34.6 萬 | 0.1% | +850 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,650 | $34.1 萬 | 0.1% | −1,500−18.4% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,200 | $33.8 萬 | 0.1% | −575−20.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,800 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,415 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,860 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,000 | $23.6 萬 | 0.1% | −50−1.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $22.2 萬 | 0.1% | +400 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,600 | $21.1 萬 | 0.1% | +2,600 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,100 | $20.7 萬 | 0.1% | −120−2.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 338 | $20.2 萬 | 0.1% | +338 | 新進 | 歷史 |
2023 年第 3 季之後清倉（4 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。