Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 75
- 較 2023 年第 4 季 0
- 總值
- $3.61 億
- 較 2023 年第 4 季 +$4,593 萬 (+14.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 39,955 | $1,681 萬 | 4.7% | +1,483+3.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 104,726 | $1,581 萬 | 4.4% | +6,471+6.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 90,199 | $1,547 萬 | 4.3% | +3,856+4.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 85,627 | $1,545 萬 | 4.3% | +3,481+4.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 32,019 | $1,542 萬 | 4.3% | +1,429+4.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,731 | $1,421 萬 | 3.9% | −552−3.4% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 85,189 | $1,361 萬 | 3.8% | +5,003+6.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 79,088 | $1,283 萬 | 3.6% | +3,179+4.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 50,533 | $1,262 萬 | 3.5% | +2,760+5.8% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 93,398 | $1,230 萬 | 3.4% | +207+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 76,366 | $1,208 萬 | 3.3% | +7,049+10.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 58,341 | $1,154 萬 | 3.2% | +3,340+6.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,993 | $1,149 萬 | 3.2% | +3,788+9.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 99,902 | $1,135 萬 | 3.1% | +7,164+7.7% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 77,950 | $1,122 萬 | 3.1% | +3,770+5.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,382 | $1,089 萬 | 3.0% | +5,747+10.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,691 | $985.5 萬 | 2.7% | +2,541+11.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 33,178 | $966.6 萬 | 2.7% | +2,759+9.1% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 87,980 | $934.3 萬 | 2.6% | +4,679+5.6% | 加碼 | – |
| RTXRTX Corp | Stock | 93,327 | $910.2 萬 | 2.5% | +6,770+7.8% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 67,435 | $871.5 萬 | 2.4% | +4,747+7.6% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,563 | $857.6 萬 | 2.4% | +6,123+7.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 50,479 | $796.3 萬 | 2.2% | +3,853+8.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,557 | $769.6 萬 | 2.1% | +1,755+12.7% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $761.3 萬 | 2.1% | −1−7.7% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 135,495 | $613.8 萬 | 1.7% | +37,082+37.7% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 21,303 | $527.1 萬 | 1.5% | +540+2.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,629 | $460.6 萬 | 1.3% | +3,498+9.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 50,923 | $443.8 萬 | 1.2% | +3,019+6.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 46,845 | $440.2 萬 | 1.2% | +4,779+11.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,639 | $343.7 萬 | 1.0% | +1,749+9.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 34,810 | $336.7 萬 | 0.9% | −29,702−46.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,310 | $281.2 萬 | 0.8% | −940−4.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,275 | $221.8 萬 | 0.6% | +875+19.9% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $217.6 萬 | 0.6% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 11,069 | $201.6 萬 | 0.6% | −55−0.5% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 29,868 | $201.2 萬 | 0.6% | +29,868 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 4,613 | $192.8 萬 | 0.5% | +3,763+442.7% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 32,143 | $186.8 萬 | 0.5% | +32,143 | 新進 | 歷史 |
| APTVAptiv PLC | SHS | 19,620 | $156.3 萬 | 0.4% | +2,865+17.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 18,710 | $149.2 萬 | 0.4% | −14,784−44.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 30,170 | $133.3 萬 | 0.4% | −610−2.0% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 16,350 | $125.6 萬 | 0.3% | −3,450−17.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,150 | $115.4 萬 | 0.3% | −250−7.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 10,117 | $114.7 萬 | 0.3% | −135−1.3% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 35,025 | $111.8 萬 | 0.3% | −16,875−32.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 15,897 | $95.7 萬 | 0.3% | +15,897 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,100 | $85.6 萬 | 0.2% | −175−13.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,985 | $83.3 萬 | 0.2% | −225−7.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 775 | $75.2 萬 | 0.2% | +15+2.0% | 加碼 | 歷史 |
| SHELShell plc | ADR | 10,750 | $72.1 萬 | 0.2% | −3,500−24.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,726 | $70.9 萬 | 0.2% | −55−3.1% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,100 | $65.5 萬 | 0.2% | −600−10.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,660 | $65.4 萬 | 0.2% | −400−13.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,830 | $52.5 萬 | 0.1% | −560−8.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,225 | $51.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 6,015 | $48.8 萬 | 0.1% | +965+19.1% | 加碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 7,025 | $41.1 萬 | 0.1% | −310−4.2% | 減碼 | – |
| OZKBank OZK | COM | 8,675 | $39.4 萬 | 0.1% | −760−8.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,200 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $34.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,500 | $34.2 萬 | 0.1% | −100−6.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,654 | $33.9 萬 | 0.1% | −1,848−52.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,100 | $33.1 萬 | 0.1% | −550−8.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 637 | $32.1 萬 | 0.1% | +299+88.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,350 | $32.0 萬 | 0.1% | −2,250−40.2% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $30.0 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,650 | $28.7 萬 | 0.1% | −150−8.3% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 2,300 | $28.2 萬 | 0.1% | −115−4.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,820 | $27.7 萬 | 0.1% | −40−2.2% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $27.1 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,000 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（3 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。