Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 71
- 較 2025 年第 1 季 −2
- 總值
- $3.51 億
- 較 2025 年第 1 季 +$201.5 萬 (+0.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 118,277 | $1,869 萬 | 5.3% | −6,380−5.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,054 | $1,843 萬 | 5.3% | −1,565−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 77,591 | $1,592 萬 | 4.5% | −2,675−3.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 90,005 | $1,586 萬 | 4.5% | −3,340−3.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 27,816 | $1,563 萬 | 4.5% | −1,679−5.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 41,747 | $1,287 萬 | 3.7% | −3,367−7.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 58,376 | $1,281 萬 | 3.6% | −2,187−3.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 91,948 | $1,251 萬 | 3.6% | −6,996−7.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 51,888 | $1,235 萬 | 3.5% | −1,345−2.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 81,934 | $1,196 萬 | 3.4% | −5,417−6.2% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 66,973 | $1,155 萬 | 3.3% | −2,983−4.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 69,913 | $1,114 萬 | 3.2% | −2,005−2.8% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 70,890 | $1,109 萬 | 3.2% | −3,338−4.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 67,564 | $1,032 萬 | 2.9% | −3,291−4.6% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 79,337 | $979.7 萬 | 2.8% | −2,618−3.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 67,366 | $955.9 萬 | 2.7% | −10,766−13.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,363 | $929.9 萬 | 2.6% | −402−1.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 27,961 | $928.8 萬 | 2.6% | −5,432−16.3% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 172,000 | $918.1 萬 | 2.6% | −3,720−2.1% | 減碼 | – |
| DHRDanaher Corp | Stock | 46,469 | $917.9 萬 | 2.6% | −1,038−2.2% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 115,425 | $844.8 萬 | 2.4% | +250.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 64,404 | $833.1 萬 | 2.4% | −1,840−2.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $801.7 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| CNICanadian National Railway Co | Stock | 70,271 | $731.1 萬 | 2.1% | −6,318−8.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,340 | $682.9 萬 | 1.9% | +55+0.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 46,264 | $662.5 萬 | 1.9% | −1,757−3.7% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 76,072 | $576.8 萬 | 1.6% | +69+0.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,653 | $519.5 萬 | 1.5% | +670+4.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,814 | $407.6 萬 | 1.2% | −1,165−3.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,446 | $366.7 萬 | 1.0% | +2,322+20.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,581 | $357.1 萬 | 1.0% | +2,039+80.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 32,997 | $307.9 萬 | 0.9% | +17,020+106.5% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 43,933 | $303.2 萬 | 0.9% | +19,383+79.0% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $289.5 萬 | 0.8% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 7,769 | $247.8 萬 | 0.7% | +4,866+167.6% | 加碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 23,670 | $235.1 萬 | 0.7% | −26,114−52.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 9,447 | $175.4 萬 | 0.5% | −540−5.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 9,296 | $170.2 萬 | 0.5% | +9,296 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,778 | $162.2 萬 | 0.5% | +12,950+268.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,958 | $142.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,800 | $136.0 萬 | 0.4% | −715−20.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,627 | $115.0 萬 | 0.3% | −700−7.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,400 | $111.5 萬 | 0.3% | −600−5.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,845 | $103.6 萬 | 0.3% | −705−8.2% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 23,950 | $97.6 萬 | 0.3% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 2,390 | $92.8 萬 | 0.3% | −100−4.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,490 | $75.8 萬 | 0.2% | −236−13.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 800 | $64.1 萬 | 0.2% | −20−2.4% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 10,748 | $58.4 萬 | 0.2% | +405+3.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $51.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,330 | $47.2 萬 | 0.1% | −905−40.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,675 | $45.1 萬 | 0.1% | −150−8.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $38.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 5,450 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,642 | $35.5 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,303 | $33.7 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,700 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,350 | $28.0 萬 | 0.1% | −150−10.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,940 | $27.9 萬 | 0.1% | −60−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 375 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,123 | $26.2 萬 | 0.1% | −250−18.2% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,375 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 5,390 | $25.4 萬 | 0.1% | −5−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 850 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 2,035 | $24.6 萬 | 0.1% | −400−16.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,100 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,160 | $21.9 萬 | 0.1% | −600−16.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,405 | $21.9 萬 | 0.1% | −900−27.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $21.5 萬 | 0.1% | +400 | 新進 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。