Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/12 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 76
- 較 2024 年第 2 季 +3
- 總值
- $3.83 億
- 較 2024 年第 2 季 +$2,226 萬 (+6.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,350 | $2,059 萬 | 5.4% | −558−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,485 | $1,699 萬 | 4.4% | +32+0.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 137,644 | $1,672 萬 | 4.4% | −6,375−4.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 99,452 | $1,649 萬 | 4.3% | −278−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 31,631 | $1,562 萬 | 4.1% | +92+0.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 80,578 | $1,448 萬 | 3.8% | −379−0.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 48,565 | $1,344 萬 | 3.5% | −589−1.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 80,587 | $1,322 萬 | 3.5% | −842−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 75,836 | $1,313 萬 | 3.4% | −82−0.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 46,309 | $1,287 萬 | 3.4% | +247+0.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 55,599 | $1,280 萬 | 3.3% | −684−1.2% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 77,476 | $1,241 萬 | 3.2% | +470+0.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 74,759 | $1,212 萬 | 3.2% | −995−1.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 102,717 | $1,171 萬 | 3.1% | +834+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 62,735 | $1,169 萬 | 3.1% | +646+1.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 92,232 | $1,117 萬 | 2.9% | −1,312−1.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 26,415 | $1,070 萬 | 2.8% | +753+2.9% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 90,380 | $1,059 萬 | 2.8% | −494−0.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 84,945 | $998.4 萬 | 2.6% | +528+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,637 | $972.7 萬 | 2.5% | +123+0.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 33,919 | $910.6 萬 | 2.4% | +662+2.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 66,367 | $896.2 萬 | 2.3% | +160.0% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 168,666 | $889.2 萬 | 2.3% | +9,411+5.9% | 加碼 | – |
| Nestle SA ADR641069406 | COM | 85,237 | $858.5 萬 | 2.2% | +207+0.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $829.4 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 50,503 | $743.8 萬 | 1.9% | +662+1.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 87,489 | $704.2 萬 | 1.8% | +20,806+31.2% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 12,237 | $569.1 萬 | 1.5% | +2,671+27.9% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 80,069 | $543.7 萬 | 1.4% | +21,984+37.8% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 57,697 | $474.8 萬 | 1.2% | +17,325+42.9% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 19,165 | $462.1 萬 | 1.2% | −1,818−8.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 39,014 | $457.3 萬 | 1.2% | −150.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 35,294 | $317.8 萬 | 0.8% | −10,730−23.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 16,045 | $272.8 萬 | 0.7% | −3,174−16.5% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $248.1 萬 | 0.6% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 19,703 | $223.7 萬 | 0.6% | −1,102−5.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,647 | $210.3 萬 | 0.5% | −117−1.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,655 | $168.2 萬 | 0.4% | −215−5.6% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 26,970 | $107.7 萬 | 0.3% | −2,595−8.8% | 減碼 | – |
| WMTWalmart Inc. | Stock | 13,302 | $107.4 萬 | 0.3% | −1,197−8.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,812 | $107.3 萬 | 0.3% | +85+0.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,710 | $106.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 7,325 | $84.3 萬 | 0.2% | −5,820−44.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,885 | $79.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,726 | $72.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 830 | $69.3 萬 | 0.2% | +80+10.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 780 | $69.1 萬 | 0.2% | −170−17.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 26,282 | $61.7 萬 | 0.2% | −1,613−5.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,000 | $59.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,350 | $57.9 萬 | 0.2% | −100−4.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,067 | $55.2 萬 | 0.1% | +276+34.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 7,650 | $50.5 萬 | 0.1% | −3,100−28.8% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,925 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APTVAptiv PLC | SHS | 6,760 | $48.7 萬 | 0.1% | −13,330−66.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,360 | $45.3 萬 | 0.1% | −525−10.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 5,170 | $40.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $35.3 萬 | 0.1% | −100−7.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,800 | $34.5 萬 | 0.1% | −200−10.0% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| BMOBank of Montreal | COM | 3,500 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,500 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,443 | $30.6 萬 | 0.1% | +6,443 | 新進 | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 4,200 | $30.2 萬 | 0.1% | −575−12.0% | 減碼 | – |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,800 | $30.1 萬 | 0.1% | −20−1.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,454 | $30.1 萬 | 0.1% | −90−5.8% | 減碼 | 歷史 |
| OZKBank OZK | COM | 6,755 | $29.0 萬 | 0.1% | −1,060−13.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,000 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,830 | $25.0 萬 | 0.1% | −2,080−42.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,035 | $21.5 萬 | 0.1% | +4,035 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 375 | $21.5 萬 | 0.1% | +375 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 750 | $20.5 萬 | 0.1% | +750 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $20.2 萬 | 0.1% | +400 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 1,500 | $20.1 萬 | 0.1% | −500−25.0% | 減碼 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。