Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 71
- 較 2025 年第 3 季 0
- 總值
- $3.67 億
- 較 2025 年第 3 季 +$73.1 萬 (+0.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 80,531 | $2,521 萬 | 6.9% | −8,412−9.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 75,507 | $2,053 萬 | 5.6% | −2,092−2.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 108,965 | $2,032 萬 | 5.5% | −3,041−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,137 | $1,796 萬 | 4.9% | +172+0.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 25,658 | $1,465 萬 | 4.0% | −1,028−3.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 77,245 | $1,417 萬 | 3.9% | −2,629−3.3% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 51,337 | $1,392 萬 | 3.8% | −235−0.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 65,403 | $1,354 萬 | 3.7% | −1,026−1.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 57,425 | $1,325 萬 | 3.6% | −594−1.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 80,073 | $1,230 萬 | 3.3% | +706+0.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 56,213 | $1,204 萬 | 3.3% | −7,234−11.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 93,941 | $1,177 萬 | 3.2% | +1,328+1.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 46,725 | $1,070 萬 | 2.9% | +101+0.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 40,936 | $1,053 萬 | 2.9% | −89−0.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 26,867 | $1,045 萬 | 2.8% | −170−0.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 70,269 | $1,007 萬 | 2.7% | +481+0.7% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 173,145 | $951.2 萬 | 2.6% | +475+0.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 8,224 | $883.8 萬 | 2.4% | +665+8.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,443 | $875.5 萬 | 2.4% | +111+0.4% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 64,243 | $874.9 萬 | 2.4% | +110.0% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 70,665 | $861.8 萬 | 2.3% | −270−0.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 46,450 | $707.9 萬 | 1.9% | +36+0.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,371 | $696.9 萬 | 1.9% | −130−0.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $679.3 萬 | 1.8% | −1−10.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,723 | $661.1 萬 | 1.8% | +8,511+49.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,537 | $611.9 萬 | 1.7% | −1,068−5.4% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 57,010 | $563.5 萬 | 1.5% | −6,110−9.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,918 | $551.9 萬 | 1.5% | +4,350+41.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,636 | $452.9 萬 | 1.2% | −58−0.2% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 54,685 | $446.8 萬 | 1.2% | +13,675+33.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 41,485 | $414.5 萬 | 1.1% | +17,582+73.6% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 61,088 | $410.3 萬 | 1.1% | −6,116−9.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 43,527 | $296.5 萬 | 0.8% | −32,140−42.5% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,436 | $293.2 萬 | 0.8% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 9,422 | $215.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,000 | $201.1 萬 | 0.5% | +1,395+53.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,553 | $184.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 2,300 | $131.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 24,235 | $128.1 萬 | 0.3% | −89,995−78.8% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 23,950 | $123.5 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 10,550 | $117.5 萬 | 0.3% | −750−6.6% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,587 | $114.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,075 | $87.2 萬 | 0.2% | −785−11.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 785 | $84.0 萬 | 0.2% | −10−1.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,480 | $68.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 14,175 | $57.3 萬 | 0.2% | +517+3.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $52.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,430 | $49.5 萬 | 0.1% | +1,430 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,560 | $49.0 萬 | 0.1% | −60−3.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,330 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,675 | $44.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 615 | $40.6 萬 | 0.1% | +290+89.2% | 加碼 | 歷史 |
| SHELShell plc | ADR | 5,450 | $40.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,442 | $34.3 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 8,832 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,103 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,184 | $31.4 萬 | 0.1% | −13,058−91.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,800 | $29.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nestle SA ADR641069406 | COM | 2,805 | $27.7 萬 | 0.1% | −8,405−75.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 3,920 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 840 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 400 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 3,375 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OZKBank OZK | COM | 5,390 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,976 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,060 | $23.6 萬 | 0.1% | −100−3.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,350 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,123 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908686 | SMCP INDEX ADM | 1,700 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。