Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 73
- 較 2024 年第 1 季 −2
- 總值
- $3.60 億
- 較 2024 年第 1 季 −$48.5 萬 (−0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,908 | $1,873 萬 | 5.2% | −1,291−1.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 99,730 | $1,817 萬 | 5.0% | −4,996−4.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 144,019 | $1,779 萬 | 4.9% | −13,291−8.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,453 | $1,763 萬 | 4.9% | −502−1.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 31,539 | $1,391 萬 | 3.9% | −480−1.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 81,429 | $1,321 萬 | 3.7% | −4,198−4.9% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 56,283 | $1,285 萬 | 3.6% | −2,058−3.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,918 | $1,252 萬 | 3.5% | −3,170−4.0% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,957 | $1,207 萬 | 3.3% | −4,232−5.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 62,089 | $1,200 萬 | 3.3% | +1,707+2.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 49,154 | $1,173 萬 | 3.3% | −1,379−2.7% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 46,062 | $1,151 萬 | 3.2% | +69+0.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 75,754 | $1,107 萬 | 3.1% | −612−0.8% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 77,006 | $1,084 萬 | 3.0% | −944−1.2% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 90,874 | $1,073 萬 | 3.0% | −2,524−2.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 101,883 | $1,059 萬 | 2.9% | +1,981+2.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 93,544 | $939.1 萬 | 2.6% | +217+0.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,417 | $929.4 萬 | 2.6% | −146−0.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 33,257 | $915.5 萬 | 2.5% | +79+0.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 66,351 | $899.9 萬 | 2.5% | −1,084−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,662 | $883.4 萬 | 2.5% | −29−0.1% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 85,030 | $871.1 萬 | 2.4% | −2,950−3.4% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 16,514 | $841.0 萬 | 2.3% | +957+6.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 49,841 | $779.6 萬 | 2.2% | −638−1.3% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 159,255 | $766.7 萬 | 2.1% | +23,760+17.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $734.7 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,983 | $490.4 萬 | 1.4% | −320−1.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,029 | $449.3 萬 | 1.2% | −600−1.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 9,566 | $448.4 萬 | 1.2% | +4,953+107.4% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 66,683 | $420.6 萬 | 1.2% | +34,540+107.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 46,024 | $362.3 萬 | 1.0% | −4,899−9.6% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 58,085 | $348.6 萬 | 1.0% | +28,217+94.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,219 | $317.0 萬 | 0.9% | −420−2.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 40,372 | $286.4 萬 | 0.8% | +24,022+146.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,805 | $257.6 萬 | 0.7% | −505−2.4% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $224.1 萬 | 0.6% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 10,764 | $184.6 萬 | 0.5% | −305−2.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,870 | $157.4 萬 | 0.4% | −1,405−26.6% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 20,090 | $141.5 萬 | 0.4% | +470+2.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 13,145 | $139.9 萬 | 0.4% | −21,665−62.2% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,727 | $107.2 萬 | 0.3% | −390−3.9% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 29,565 | $102.5 萬 | 0.3% | −5,460−15.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 14,499 | $98.2 萬 | 0.3% | −1,398−8.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,710 | $90.3 萬 | 0.3% | −440−14.0% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 27,895 | $86.4 萬 | 0.2% | −2,275−7.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 950 | $86.0 萬 | 0.2% | −150−13.6% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,750 | $77.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 750 | $77.4 萬 | 0.2% | −25−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,885 | $75.7 萬 | 0.2% | −100−3.4% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,000 | $71.4 萬 | 0.2% | −100−2.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,726 | $64.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 9,635 | $56.9 萬 | 0.2% | −9,075−48.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,450 | $55.4 萬 | 0.2% | −210−7.9% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,885 | $47.4 萬 | 0.1% | −945−16.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,925 | $45.8 萬 | 0.1% | −300−13.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 791 | $43.9 萬 | 0.1% | +154+24.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,910 | $37.0 萬 | 0.1% | −41,935−89.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,170 | $36.9 萬 | 0.1% | −845−14.0% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,000 | $36.1 萬 | 0.1% | −200−9.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,820 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,544 | $33.0 萬 | 0.1% | −110−6.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,400 | $32.4 萬 | 0.1% | −100−6.7% | 減碼 | 歷史 |
| OZKBank OZK | COM | 7,815 | $32.0 萬 | 0.1% | −860−9.9% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| BMOBank of Montreal | COM | 3,500 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,500 | $29.2 萬 | 0.1% | −150−9.1% | 減碼 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 4,775 | $29.1 萬 | 0.1% | −2,250−32.0% | 減碼 | – |
| NUENucor Corp | COM | 1,800 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,000 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 2,000 | $23.7 萬 | 0.1% | −300−13.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,300 | $22.0 萬 | 0.1% | −800−13.1% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。