Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 66
- 較 2026 年第 1 季 −1
- 總值
- $3.88 億
- 較 2026 年第 1 季 +$4,446 萬 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 48,290 | $2,805 萬 | 7.2% | −5,977−11.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 67,922 | $2,427 萬 | 6.3% | −6,576−8.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 104,542 | $2,092 萬 | 5.4% | −2,529−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 70,293 | $2,034 萬 | 5.2% | −2,651−3.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,035 | $1,810 萬 | 4.7% | −542−2.1% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 43,236 | $1,717 萬 | 4.4% | −5,015−10.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 59,597 | $1,514 萬 | 3.9% | −1,611−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,446 | $1,434 萬 | 3.7% | +424+1.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,827 | $1,426 萬 | 3.7% | +249+0.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 25,086 | $1,288 萬 | 3.3% | +225+0.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 67,846 | $1,287 萬 | 3.3% | −2,813−4.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 25,511 | $1,263 萬 | 3.3% | −574−2.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 77,779 | $1,178 萬 | 3.0% | −648−0.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,392 | $1,127 萬 | 2.9% | +576+6.5% | 加碼 | 歷史 |
| Schneider Electric SE80687P106 | COM | 170,477 | $1,111 萬 | 2.9% | −1,118−0.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 66,746 | $978.8 萬 | 2.5% | −1,006−1.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 39,376 | $881.8 萬 | 2.3% | −570−1.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,726 | $872.0 萬 | 2.2% | +93+0.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 45,274 | $862.4 萬 | 2.2% | −508−1.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 91,512 | $830.4 萬 | 2.1% | −329−0.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 15,907 | $790.1 萬 | 2.0% | +493+3.2% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 65,331 | $772.3 萬 | 2.0% | −123−0.2% | 減碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 60,108 | $752.6 萬 | 1.9% | −6,779−10.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 44,480 | $737.3 萬 | 1.9% | −150−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,362 | $654.9 萬 | 1.7% | +3,076+18.9% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $599.1 萬 | 1.5% | −1−11.1% | 減碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 49,603 | $591.5 萬 | 1.5% | −3,095−5.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 75,833 | $547.2 萬 | 1.4% | +7,256+10.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 55,627 | $513.3 萬 | 1.3% | +6,070+12.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,671 | $446.7 萬 | 1.2% | −300−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,864 | $372.6 萬 | 1.0% | +4,357+79.1% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 21,257 | $354.3 萬 | 0.9% | +12,732+149.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 30,272 | $265.7 萬 | 0.7% | +19,157+172.4% | 加碼 | 歷史 |
| Munich Re Group529412900 | COM | 4,436 | $247.0 萬 | 0.6% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,485 | $224.4 萬 | 0.6% | −105−2.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,353 | $223.0 萬 | 0.6% | −200−1.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,766 | $220.6 萬 | 0.6% | −656−7.0% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 915 | $179.5 萬 | 0.5% | −5−0.5% | 減碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 23,940 | $122.9 萬 | 0.3% | −100.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,050 | $111.8 萬 | 0.3% | −75−6.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 6,987 | $100.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 7,200 | $81.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,010 | $64.1 萬 | 0.2% | −70−6.5% | 減碼 | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $61.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,245 | $61.1 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,415 | $58.8 萬 | 0.2% | −10,087−87.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,560 | $55.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 11,110 | $54.5 萬 | 0.1% | −32,863−74.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 3,332 | $46.5 萬 | 0.1% | +3,332 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,200 | $43.3 萬 | 0.1% | −2,175−40.5% | 減碼 | 歷史 |
| SHELShell plc | ADR | 5,450 | $42.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,000 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,639 | $40.2 萬 | 0.1% | +1,398+43.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,150 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Fidelity Tr 500 Index Ins Prem315911750 | MF | 1,442 | $37.7 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Comwlth Tr Nasd Comp315912709 | Equity Mutual Fu | 1,103 | $36.8 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 3,060 | $35.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 3,920 | $31.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 545 | $30.7 萬 | 0.1% | −70−11.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,976 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908686 | SMCP INDEX ADM | 1,700 | $24.7 萬 | 0.1% | −1,700−50.0% | 減碼 | – |
| GLWCorning Inc | COM | 950 | $24.3 萬 | 0.1% | +950 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,285 | $24.1 萬 | 0.1% | −19,000−85.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 700 | $22.9 萬 | 0.1% | −760−52.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 900 | $20.2 萬 | 0.1% | +900 | 新進 | 歷史 |
| Advisors Inner Circle FD III00771X419 | GQG PRTN INSTL | 10,400 | $19.3 萬 | <0.1% | +10,400 | 新進 | – |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MKCMcCormick & Co Inc | Stock | 25,009 | $126.1 萬 | 0.4% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,000 | $29.0 萬 | 0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 3,115 | $26.5 萬 | 0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 1,540 | $22.3 萬 | 0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,035 | $20.0 萬 | 0.1% | 歷史 |