Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/7 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 67
- 較 2025 年第 4 季 −4
- 總值
- $3.43 億
- 較 2025 年第 4 季 −$2,391 萬 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 74,498 | $2,142 萬 | 6.2% | −6,033−7.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 107,071 | $1,867 萬 | 5.4% | −1,894−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 72,944 | $1,851 萬 | 5.4% | −2,563−3.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 48,251 | $1,535 萬 | 4.5% | −3,086−6.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 61,208 | $1,496 萬 | 4.4% | −4,195−6.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,022 | $1,407 萬 | 4.1% | +885+2.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 70,659 | $1,363 萬 | 4.0% | −6,586−8.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 78,427 | $1,252 萬 | 3.6% | −1,646−2.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 24,861 | $1,242 萬 | 3.6% | −797−3.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,578 | $1,241 萬 | 3.6% | +2,153+3.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 54,267 | $1,104 萬 | 3.2% | −1,946−3.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 67,752 | $978.6 萬 | 2.8% | −2,517−3.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 91,841 | $942.9 萬 | 2.7% | −2,100−2.2% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 26,085 | $936.1 萬 | 2.7% | −782−2.9% | 減碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 171,595 | $934.0 萬 | 2.7% | −1,550−0.9% | 減碼 | – |
| CVXChevron Corp | Stock | 44,630 | $923.4 萬 | 2.7% | −1,820−3.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,577 | $874.2 萬 | 2.5% | −146−0.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,782 | $868.0 萬 | 2.5% | −943−2.0% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 66,887 | $842.9 萬 | 2.5% | −3,778−5.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 39,946 | $811.6 萬 | 2.4% | −990−2.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,816 | $810.9 萬 | 2.4% | +592+7.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,633 | $810.2 萬 | 2.4% | −810−3.2% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 65,454 | $782.2 萬 | 2.3% | +1,211+1.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,414 | $688.3 萬 | 2.0% | +43+0.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $646.3 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,971 | $559.4 萬 | 1.6% | −4,665−12.4% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 52,698 | $541.6 萬 | 1.6% | −4,312−7.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 68,577 | $493.3 萬 | 1.4% | +13,892+25.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 16,286 | $492.6 萬 | 1.4% | +1,368+9.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 49,557 | $465.7 萬 | 1.4% | +8,072+19.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,502 | $311.2 萬 | 0.9% | −7,035−38.0% | 減碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,436 | $276.5 萬 | 0.8% | 00.0% | 不變 | – |
| FISVFiserv Inc | Stock | 43,973 | $245.4 萬 | 0.7% | −17,115−28.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,590 | $220.0 萬 | 0.6% | +590+14.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,553 | $211.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,422 | $204.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,507 | $170.4 萬 | 0.5% | +4,077+285.1% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 8,525 | $138.5 萬 | 0.4% | +8,525 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 25,009 | $126.1 萬 | 0.4% | −18,518−42.5% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 22,285 | $125.5 萬 | 0.4% | −1,950−8.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 920 | $121.5 萬 | 0.4% | +135+17.2% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 23,950 | $119.1 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 11,115 | $103.2 萬 | 0.3% | +11,115 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 6,987 | $91.5 萬 | 0.3% | −1,600−18.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,200 | $89.5 萬 | 0.3% | −3,350−31.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,375 | $83.5 萬 | 0.2% | −700−11.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,125 | $79.7 萬 | 0.2% | −1,175−51.1% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,080 | $60.8 萬 | 0.2% | −400−27.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,250 | $54.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHELShell plc | ADR | 5,450 | $50.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $47.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,560 | $44.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,460 | $42.9 萬 | 0.1% | +620+73.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908686 | SMCP INDEX ADM | 3,400 | $42.7 萬 | 0.1% | +1,700+100.0% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 5,000 | $39.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 615 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,150 | $34.8 萬 | 0.1% | −180−13.5% | 減碼 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,442 | $32.8 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,103 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 3,920 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,000 | $29.0 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,976 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,115 | $26.5 萬 | 0.1% | +3,115 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,241 | $25.5 萬 | 0.1% | +3,241 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,060 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,540 | $22.3 萬 | 0.1% | +1,540 | 新進 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,035 | $20.0 萬 | 0.1% | −8,140−57.4% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（10 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ECLEcolab Inc. | Stock | 1,675 | $44.0 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 8,832 | $32.6 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,184 | $31.4 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 1,800 | $29.4 萬 | 0.1% | 歷史 |
| Nestle SA ADR641069406 | COM | 2,805 | $27.7 萬 | 0.1% | – |
| IDXXIDEXX Laboratories Inc | COM | 400 | $27.1 萬 | 0.1% | 歷史 |
| SYYSysco Corp | Stock | 3,375 | $24.9 萬 | 0.1% | 歷史 |
| OZKBank OZK | COM | 5,390 | $24.8 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,350 | $23.4 萬 | 0.1% | 歷史 |
| HONHoneywell International Inc | COM | 1,123 | $21.9 萬 | 0.1% | 歷史 |