Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 73
- 較 2024 年第 4 季 0
- 總值
- $3.49 億
- 較 2024 年第 4 季 −$874.3 萬 (−2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 80,266 | $1,783 萬 | 5.1% | −3,543−4.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 29,495 | $1,617 萬 | 4.6% | −1,163−3.8% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 69,956 | $1,545 萬 | 4.4% | −4,565−6.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,619 | $1,450 萬 | 4.2% | +421+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 93,345 | $1,443 萬 | 4.1% | −1,200−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 45,114 | $1,378 萬 | 3.9% | −520−1.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 124,657 | $1,351 萬 | 3.9% | −1,017−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 98,944 | $1,312 萬 | 3.8% | +375+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 71,918 | $1,226 萬 | 3.5% | −240−0.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 70,855 | $1,175 萬 | 3.4% | −477−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 87,351 | $1,157 萬 | 3.3% | −547−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,563 | $1,152 萬 | 3.3% | +338+0.6% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 74,228 | $1,101 萬 | 3.2% | +474+0.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 53,233 | $1,074 萬 | 3.1% | +254+0.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 81,955 | $998.2 萬 | 2.9% | +583+0.7% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 47,507 | $973.9 萬 | 2.8% | +2,205+4.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,765 | $944.3 萬 | 2.7% | +24+0.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $878.3 萬 | 2.5% | −1−8.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 33,393 | $862.8 萬 | 2.5% | −176−0.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,983 | $837.1 萬 | 2.4% | +150+0.9% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 175,720 | $806.9 萬 | 2.3% | +6,210+3.7% | 加碼 | – |
| CVXChevron Corp | Stock | 48,021 | $803.3 萬 | 2.3% | +616+1.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 78,132 | $802.7 萬 | 2.3% | +450+0.6% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 66,244 | $791.4 萬 | 2.3% | +437+0.7% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 76,589 | $746.4 萬 | 2.1% | −9,170−10.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,285 | $741.0 萬 | 2.1% | +1,176+8.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 115,400 | $731.6 萬 | 2.1% | +13,823+13.6% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 76,003 | $625.6 萬 | 1.8% | +9,096+13.6% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 49,784 | $503.7 萬 | 1.4% | −26,330−34.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 38,979 | $463.6 萬 | 1.3% | −100.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,124 | $298.5 萬 | 0.9% | +5,548+99.5% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 54,496 | $283.8 萬 | 0.8% | −34,257−38.6% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $283.0 萬 | 0.8% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,542 | $209.9 萬 | 0.6% | +1,887+288.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,987 | $209.2 萬 | 0.6% | −250−2.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,515 | $187.2 萬 | 0.5% | +134+4.0% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 24,550 | $170.5 萬 | 0.5% | +19,050+346.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,958 | $161.2 萬 | 0.5% | −245−1.3% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,850 | $134.0 萬 | 0.4% | −11,899−67.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,550 | $128.2 萬 | 0.4% | −2,637−23.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 15,977 | $116.4 萬 | 0.3% | +15,977 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 12,000 | $105.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 9,327 | $102.3 萬 | 0.3% | −160−1.7% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 23,950 | $98.6 萬 | 0.3% | −275−1.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 2,490 | $82.1 萬 | 0.2% | −220−8.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,726 | $81.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,235 | $78.3 萬 | 0.2% | −75−3.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,903 | $78.1 萬 | 0.2% | +1,603+123.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 820 | $54.3 萬 | 0.2% | −10−1.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $53.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 10,343 | $52.1 萬 | 0.1% | +800+8.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,825 | $46.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,051 | $40.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 5,450 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,828 | $37.8 萬 | 0.1% | +4,828 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 3,305 | $31.0 萬 | 0.1% | −770−18.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 13,182 | $29.9 萬 | 0.1% | −7,010−34.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,373 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,000 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 2,435 | $27.1 萬 | 0.1% | −650−21.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,500 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,700 | $26.6 萬 | 0.1% | −50−2.9% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,375 | $25.3 萬 | 0.1% | −55−1.6% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,100 | $23.5 萬 | 0.1% | +2,100 | 新進 | 歷史 |
| OZKBank OZK | COM | 5,395 | $23.4 萬 | 0.1% | −750−12.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,760 | $23.2 萬 | 0.1% | −275−6.8% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 375 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 850 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。