Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 71
- 較 2025 年第 2 季 0
- 總值
- $3.67 億
- 較 2025 年第 2 季 +$1,564 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 88,943 | $2,162 萬 | 5.9% | −1,062−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 112,006 | $2,090 萬 | 5.7% | −6,271−5.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 77,599 | $1,976 萬 | 5.4% | +80.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 36,965 | $1,915 萬 | 5.2% | −89−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 26,686 | $1,518 萬 | 4.1% | −1,130−4.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 79,874 | $1,337 萬 | 3.6% | −2,060−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 58,019 | $1,274 萬 | 3.5% | −357−0.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 51,572 | $1,267 萬 | 3.5% | −316−0.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 92,613 | $1,240 萬 | 3.4% | +665+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 66,429 | $1,232 萬 | 3.4% | −1,135−1.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 41,025 | $1,204 萬 | 3.3% | −722−1.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 79,367 | $1,147 萬 | 3.1% | +300.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 69,788 | $1,072 萬 | 2.9% | −125−0.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 63,447 | $1,027 萬 | 2.8% | −3,919−5.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,332 | $1,026 萬 | 2.8% | −31−0.1% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 172,670 | $967.3 萬 | 2.6% | +670+0.4% | 加碼 | – |
| ATRAptargroup, Inc. | Stock | 70,935 | $948.1 萬 | 2.6% | +45+0.1% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 64,232 | $947.4 萬 | 2.6% | −172−0.3% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 27,037 | $945.0 萬 | 2.6% | −924−3.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 46,624 | $924.4 萬 | 2.5% | +155+0.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 67,204 | $866.5 萬 | 2.4% | +231+0.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 10 | $754.2 萬 | 2.1% | −1−9.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 46,414 | $720.8 萬 | 2.0% | +150+0.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 114,230 | $682.0 萬 | 1.9% | −1,195−1.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 19,605 | $677.0 萬 | 1.8% | +2,952+17.7% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,501 | $607.1 萬 | 1.7% | +161+1.0% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 63,120 | $595.2 萬 | 1.6% | −7,151−10.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,559 | $576.8 萬 | 1.6% | +2,978+65.0% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 75,667 | $506.3 萬 | 1.4% | −405−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,694 | $425.0 萬 | 1.2% | −120−0.3% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 41,010 | $401.8 萬 | 1.1% | +8,013+24.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,212 | $352.4 萬 | 1.0% | +7,916+85.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 10,568 | $351.0 萬 | 1.0% | +2,799+36.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,242 | $337.5 萬 | 0.9% | +796+5.9% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,436 | $284.1 萬 | 0.8% | −50−1.1% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 23,903 | $228.2 萬 | 0.6% | +6,125+34.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,422 | $218.2 萬 | 0.6% | −25−0.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,553 | $147.3 萬 | 0.4% | −405−2.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,605 | $131.0 萬 | 0.4% | −195−7.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,300 | $116.5 萬 | 0.3% | −100−0.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,587 | $112.6 萬 | 0.3% | −40−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,300 | $109.7 萬 | 0.3% | −90−3.8% | 減碼 | 歷史 |
| Nestle SA ADR641069406 | COM | 11,210 | $102.9 萬 | 0.3% | −12,460−52.6% | 減碼 | – |
| Roche Hldg Ltd ADR771195104 | COM | 23,950 | $100.1 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 6,860 | $96.3 萬 | 0.3% | −985−12.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 795 | $77.3 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,480 | $67.7 萬 | 0.2% | −10−0.7% | 減碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 13,658 | $65.2 萬 | 0.2% | +2,910+27.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $53.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,675 | $45.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,330 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,620 | $39.5 萬 | 0.1% | −80−4.7% | 減碼 | 歷史 |
| SHELShell plc | ADR | 5,450 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,442 | $33.6 萬 | 0.1% | −200−12.2% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 5,775 | $32.0 萬 | 0.1% | −38,158−86.9% | 減碼 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,103 | $31.8 萬 | 0.1% | −200−15.3% | 減碼 | – |
| INTCIntel Corp | Stock | 8,832 | $29.6 萬 | 0.1% | +8,832 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 3,375 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 5,390 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 840 | $26.5 萬 | 0.1% | −10−1.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,920 | $26.0 萬 | 0.1% | −20−0.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,350 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 1,800 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 325 | $23.9 萬 | 0.1% | −50−13.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,123 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,976 | $21.9 萬 | 0.1% | −124−5.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,160 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908686 | SMCP INDEX ADM | 1,700 | $20.7 萬 | 0.1% | +1,700 | 新進 | – |
2025 年第 2 季之後清倉（2 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。