Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 73
- 較 2024 年第 3 季 −3
- 總值
- $3.58 億
- 較 2024 年第 3 季 −$2,484 萬 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 83,809 | $2,099 萬 | 5.9% | −4,541−5.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 94,545 | $1,790 萬 | 5.0% | −4,907−4.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 125,674 | $1,688 萬 | 4.7% | −11,970−8.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 30,658 | $1,614 萬 | 4.5% | −973−3.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,198 | $1,610 萬 | 4.5% | −1,287−3.3% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 74,521 | $1,531 萬 | 4.3% | −6,057−7.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 45,634 | $1,336 萬 | 3.7% | −2,931−6.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,225 | $1,321 萬 | 3.7% | −2,510−4.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 72,158 | $1,210 萬 | 3.4% | −3,678−4.8% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 73,754 | $1,159 萬 | 3.2% | −3,722−4.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 52,979 | $1,126 萬 | 3.1% | −2,620−4.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 98,569 | $1,115 萬 | 3.1% | −4,148−4.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,302 | $1,040 萬 | 2.9% | −1,007−2.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 71,332 | $1,032 萬 | 2.9% | −3,427−4.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 87,898 | $1,017 萬 | 2.8% | −4,334−4.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,741 | $1,001 萬 | 2.8% | −674−2.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 81,372 | $983.1 萬 | 2.7% | −3,573−4.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 33,569 | $959.4 萬 | 2.7% | −350−1.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 77,682 | $938.3 萬 | 2.6% | −2,905−3.6% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 85,759 | $870.5 萬 | 2.4% | −4,621−5.1% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 169,510 | $841.4 萬 | 2.4% | +844+0.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 12 | $817.1 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,833 | $800.9 萬 | 2.2% | −804−4.8% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 65,807 | $763.5 萬 | 2.1% | −560−0.8% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 101,577 | $693.4 萬 | 1.9% | +14,088+16.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 47,405 | $686.6 萬 | 1.9% | −3,098−6.1% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 76,114 | $621.9 萬 | 1.7% | −9,123−10.7% | 減碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,109 | $568.2 萬 | 1.6% | +1,872+15.3% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 66,907 | $510.1 萬 | 1.4% | +9,210+16.0% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 88,753 | $489.3 萬 | 1.4% | +8,684+10.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 38,989 | $419.4 萬 | 1.2% | −25−0.1% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 17,749 | $402.7 萬 | 1.1% | −1,416−7.4% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $224.5 萬 | 0.6% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 5,576 | $186.4 萬 | 0.5% | +4,826+643.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,237 | $181.9 萬 | 0.5% | −410−3.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,203 | $181.1 萬 | 0.5% | −1,500−7.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,187 | $170.1 萬 | 0.5% | −4,858−30.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,381 | $153.3 萬 | 0.4% | −274−7.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,487 | $117.6 萬 | 0.3% | −325−3.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,000 | $108.4 萬 | 0.3% | −1,302−9.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 13,051 | $104.3 萬 | 0.3% | −22,243−63.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,710 | $98.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 24,225 | $84.5 萬 | 0.2% | −2,745−10.2% | 減碼 | – |
| DEDeere & Co | Stock | 1,726 | $73.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,310 | $73.0 萬 | 0.2% | −575−19.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 830 | $57.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $51.3 萬 | 0.1% | −100−4.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 655 | $50.6 萬 | 0.1% | −125−16.0% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 5,500 | $47.3 萬 | 0.1% | +500+10.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,051 | $46.7 萬 | 0.1% | −16−1.5% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 9,543 | $43.3 萬 | 0.1% | +3,100+48.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,825 | $42.8 萬 | 0.1% | −100−5.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,192 | $40.5 萬 | 0.1% | −6,090−23.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,300 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 4,075 | $37.0 萬 | 0.1% | −285−6.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $35.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 5,450 | $34.1 萬 | 0.1% | −2,200−28.8% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $33.5 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,750 | $33.3 萬 | 0.1% | −50−2.8% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $31.9 萬 | 0.1% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 1,373 | $31.0 萬 | 0.1% | −81−5.6% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 3,085 | $30.0 萬 | 0.1% | −4,240−57.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,500 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 470 | $27.5 萬 | 0.1% | +470 | 新進 | 歷史 |
| OZKBank OZK | COM | 6,145 | $27.4 萬 | 0.1% | −610−9.0% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,430 | $26.2 萬 | 0.1% | −1,740−33.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,000 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,035 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 375 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 1,100 | $20.6 萬 | 0.1% | −700−38.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 850 | $20.4 萬 | 0.1% | +850 | 新進 | 歷史 |
2024 年第 3 季之後清倉（5 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。