PUZO MICHAEL J
BOSTON MA · SEC CIK 0001053914
$3.88亿2026Q2 申报市值
66持仓数
47.8%前十大占比 · 第一大 7.2%
3 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WCN 加仓+$212.23万
NEE 加仓+$168.14万
AVGO 加仓+$164.59万
AXP 加仓+$104.05万
LLY 加仓+$69.09万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$419.25万
AMD 减仓-$347.21万
GOOGL 减仓-$235.01万
ADI 减仓-$199.18万
FISV 减仓-$161.19万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -25,009 | -100.0% | -$126.15万 | 清仓 |
| APD | AIR PRODUCTS & CHEM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$29.05万 | 清仓 |
| CL | COLGATE-PALMOLIVE | $0 | 0.00% | 0 | -3,115 | -100.0% | -$26.55万 | 清仓 |
| EOG | EOG RESOURCES | $0 | 0.00% | 0 | -1,540 | -100.0% | -$22.26万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -6,035 | -100.0% | -$20.01万 | 清仓 |
| — | GQG PARTNERS EMERGING MARKETS | $19.27万 | 0.05% | 10,400 | 10,400 | — | $19.27万 | 新建仓 |
| DOV | DOVER CORP | $20.19万 | 0.05% | 900 | 900 | — | $20.19万 | 新建仓 |
| JPM | JPMORGAN CHASE | $22.91万 | 0.06% | 700 | -760 | -52.1% | -$24.88万 | 减仓 |
| CARR | CARRIER GLOBAL | $24.10万 | 0.06% | 3,285 | -19,000 | -85.3% | -$139.37万 | 减仓 |
| GLW | CORNING INC | $24.27万 | 0.06% | 950 | 950 | — | $24.27万 | 新建仓 |
| — | VANGUARD SMALL CAP INDEX FD AD | $24.67万 | 0.06% | 1,700 | -1,700 | -50.0% | -$24.67万 | 减仓 |
| GILD | GILEAD SCIENCES | $24.96万 | 0.06% | 1,976 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $30.70万 | 0.08% | 545 | -70 | -11.4% | -$3.94万 | 减仓 |
| KO | COCA COLA | $31.86万 | 0.08% | 3,920 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $35.94万 | 0.09% | 3,060 | 0 | 0.0% | — | 不变 |
| — | FIDELITY NASDAQ COMPOSITE INDE | $36.79万 | 0.09% | 1,103 | 0 | 0.0% | — | 不变 |
| — | FIDELITY 500 INDEX FUND FUND | $37.66万 | 0.10% | 1,442 | 0 | 0.0% | — | 不变 |
| V | VISA | $39.46万 | 0.10% | 1,150 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $40.20万 | 0.10% | 4,639 | 1,398 | 43.1% | $12.11万 | 加仓 |
| WFC | WELLS FARGO | $41.32万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHEL PLC | $42.26万 | 0.11% | 5,450 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO | $43.33万 | 0.11% | 3,200 | -2,175 | -40.5% | -$29.45万 | 减仓 |
| INTC | INTEL | $46.52万 | 0.12% | 3,332 | -5,500 | -62.3% | -$76.80万 | 重新持有 |
| FISV | FISERV | $54.49万 | 0.14% | 11,110 | -32,863 | -74.7% | -$161.19万 | 减仓 |
| GOOG | ALPHABET INC CL C | $55.12万 | 0.14% | 1,560 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $58.81万 | 0.15% | 1,415 | -10,087 | -87.7% | -$419.25万 | 减仓 |
| UNP | UNION PACIFIC | $61.06万 | 0.16% | 2,245 | -5 | -0.2% | -$1,360 | 减仓 |
| BMO | BANK OF MONTREAL | $61.84万 | 0.16% | 3,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $64.07万 | 0.17% | 1,010 | -70 | -6.5% | -$4.44万 | 减仓 |
| WMT | WAL-MART STORES | $81.55万 | 0.21% | 7,200 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $100.02万 | 0.26% | 6,987 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR | $111.81万 | 0.29% | 1,050 | -75 | -6.7% | -$7.99万 | 减仓 |
| RHHBY | ROCHE HLDG LTD ADR | $122.93万 | 0.32% | 23,940 | -10 | -0.0% | -$513 | 减仓 |
| ASML | ASML HOLDING NV | $179.47万 | 0.46% | 915 | -5 | -0.5% | -$9,807 | 减仓 |
| ABBV | ABBVIE | $220.59万 | 0.57% | 8,766 | -656 | -7.0% | -$16.51万 | 减仓 |
| MRK | MERCK | $222.99万 | 0.57% | 17,353 | -200 | -1.1% | -$2.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $224.42万 | 0.58% | 4,485 | -105 | -2.3% | -$5.25万 | 减仓 |
| — | MUNICH RE GROUP | $247.01万 | 0.64% | 4,436 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $265.70万 | 0.68% | 30,272 | 19,157 | 172.4% | $168.14万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $354.33万 | 0.91% | 21,257 | 12,732 | 149.3% | $212.23万 | 加仓 |
| AVGO | BROADCOM INC | $372.61万 | 0.96% | 9,864 | 4,357 | 79.1% | $164.59万 | 加仓 |
| — | EXXON MOBIL | $446.68万 | 1.15% | 32,671 | -300 | -0.9% | -$4.10万 | 减仓 |
| SCHW | CHARLES SCHWAB | $513.27万 | 1.32% | 55,627 | 6,070 | 12.2% | $56.01万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $547.21万 | 1.41% | 75,833 | 7,256 | 10.6% | $52.36万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $591.47万 | 1.52% | 49,603 | -3,095 | -5.9% | -$36.90万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $599.08万 | 1.54% | 8 | -1 | -11.1% | -$74.89万 | 减仓 |
| AXP | AMERICAN EXPRESS | $654.92万 | 1.69% | 19,362 | 3,076 | 18.9% | $104.05万 | 加仓 |
| CVX | CHEVRON | $737.30万 | 1.90% | 44,480 | -150 | -0.3% | -$2.49万 | 减仓 |
| ATR | APTARGROUP | $752.55万 | 1.94% | 60,108 | -6,779 | -10.1% | -$84.87万 | 减仓 |
| XYL | XYLEM INC | $772.28万 | 1.99% | 65,331 | -123 | -0.2% | -$1.45万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $790.15万 | 2.04% | 15,907 | 493 | 3.2% | $24.49万 | 加仓 |
| ABT | ABBOTT LABS | $830.38万 | 2.14% | 91,512 | -329 | -0.4% | -$2.99万 | 减仓 |
| DHR | DANAHER CORP | $862.38万 | 2.22% | 45,274 | -508 | -1.1% | -$9.68万 | 减仓 |
| HD | HOME DEPOT | $872.04万 | 2.25% | 24,726 | 93 | 0.4% | $3.28万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $881.83万 | 2.27% | 39,376 | -570 | -1.4% | -$12.77万 | 减仓 |
| PG | PROCTER & GAMBLE | $978.76万 | 2.52% | 66,746 | -1,006 | -1.5% | -$14.75万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $1,111.17万 | 2.86% | 170,477 | -1,118 | -0.7% | -$7.29万 | 减仓 |
| LLY | ELI LILLY & CO | $1,126.50万 | 2.90% | 9,392 | 576 | 6.5% | $69.09万 | 加仓 |
| TJX | TJX COS | $1,178.35万 | 3.04% | 77,779 | -648 | -0.8% | -$9.82万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $1,263.00万 | 3.26% | 25,511 | -574 | -2.2% | -$28.42万 | 减仓 |
| RTX | RTX CORPORATION | $1,287.24万 | 3.32% | 67,846 | -2,813 | -4.0% | -$53.37万 | 减仓 |
| MA | MASTERCARD | $1,288.42万 | 3.32% | 25,086 | 225 | 0.9% | $11.56万 | 加仓 |
| AMZN | AMAZON.COM | $1,425.92万 | 3.68% | 59,827 | 249 | 0.4% | $5.93万 | 加仓 |
| MSFT | MICROSOFT | $1,434.11万 | 3.70% | 38,446 | 424 | 1.1% | $15.82万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $1,513.58万 | 3.90% | 59,597 | -1,611 | -2.6% | -$40.91万 | 减仓 |
| ADI | ANALOG DEVICES | $1,717.20万 | 4.43% | 43,236 | -5,015 | -10.4% | -$199.18万 | 减仓 |
| AMAT | APPLIED MATERIAL | $1,810.03万 | 4.67% | 25,035 | -542 | -2.1% | -$39.19万 | 减仓 |
| AAPL | APPLE | $2,034.00万 | 5.24% | 70,293 | -2,651 | -3.6% | -$76.71万 | 减仓 |
| NVDA | NVIDIA CORP | $2,091.78万 | 5.39% | 104,542 | -2,529 | -2.4% | -$50.60万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $2,427.33万 | 6.26% | 67,922 | -6,576 | -8.8% | -$235.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $2,805.21万 | 7.23% | 48,290 | -5,977 | -11.0% | -$347.21万 | 减仓 |