PUZO MICHAEL J
BOSTON MA · SEC CIK 0001053914
$3.43亿2026Q1 申报市值
67持仓数
44.8%前十大占比 · 第一大 6.2%
6 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WCN 新建仓+$138.48万
AVGO 加仓+$126.19万
NEE 新建仓+$103.24万
UBER 加仓+$99.93万
SCHW 加仓+$75.86万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$190.36万
GOOGL 减仓-$173.48万
RTX 减仓-$127.04万
JNJ 减仓-$102.54万
ADI 减仓-$98.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | $2,142.26万 | 6.24% | 74,498 | -6,033 | -7.5% | -$173.48万 | 减仓 |
| NVDA | NVIDIA CORP | $1,867.32万 | 5.44% | 107,071 | -1,894 | -1.7% | -$33.03万 | 减仓 |
| AAPL | APPLE | $1,851.25万 | 5.39% | 72,944 | -2,563 | -3.4% | -$65.05万 | 减仓 |
| ADI | ANALOG DEVICES | $1,535.06万 | 4.47% | 48,251 | -3,086 | -6.0% | -$98.18万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $1,496.17万 | 4.36% | 61,208 | -4,195 | -6.4% | -$102.54万 | 减仓 |
| MSFT | MICROSOFT | $1,407.46万 | 4.10% | 38,022 | 885 | 2.4% | $32.76万 | 加仓 |
| RTX | RTX CORPORATION | $1,363.01万 | 3.97% | 70,659 | -6,586 | -8.5% | -$127.04万 | 减仓 |
| TJX | TJX COS | $1,252.48万 | 3.65% | 78,427 | -1,646 | -2.1% | -$26.29万 | 减仓 |
| MA | MASTERCARD | $1,242.20万 | 3.62% | 24,861 | -797 | -3.1% | -$39.82万 | 减仓 |
| AMZN | AMAZON.COM | $1,240.83万 | 3.61% | 59,578 | 2,153 | 3.7% | $44.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $1,103.95万 | 3.21% | 54,267 | -1,946 | -3.5% | -$39.59万 | 减仓 |
| PG | PROCTER & GAMBLE | $978.61万 | 2.85% | 67,752 | -2,517 | -3.6% | -$36.36万 | 减仓 |
| ABT | ABBOTT LABS | $942.93万 | 2.75% | 91,841 | -2,100 | -2.2% | -$21.56万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $936.14万 | 2.73% | 26,085 | -782 | -2.9% | -$28.06万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $933.99万 | 2.72% | 171,595 | -1,550 | -0.9% | -$8.44万 | 减仓 |
| CVX | CHEVRON | $923.39万 | 2.69% | 44,630 | -1,820 | -3.9% | -$37.66万 | 减仓 |
| AMAT | APPLIED MATERIAL | $874.20万 | 2.55% | 25,577 | -146 | -0.6% | -$4.99万 | 减仓 |
| DHR | DANAHER CORP | $868.03万 | 2.53% | 45,782 | -943 | -2.0% | -$17.88万 | 减仓 |
| ATR | APTARGROUP | $842.91万 | 2.45% | 66,887 | -3,778 | -5.3% | -$47.61万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $811.62万 | 2.36% | 39,946 | -990 | -2.4% | -$20.11万 | 减仓 |
| LLY | ELI LILLY & CO | $810.87万 | 2.36% | 8,816 | 592 | 7.2% | $54.45万 | 加仓 |
| HD | HOME DEPOT | $810.15万 | 2.36% | 24,633 | -810 | -3.2% | -$26.64万 | 减仓 |
| XYL | XYLEM INC | $782.18万 | 2.28% | 65,454 | 1,211 | 1.9% | $14.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $688.30万 | 2.00% | 15,414 | 43 | 0.3% | $1.92万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY CL A | $646.33万 | 1.88% | 9 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $559.39万 | 1.63% | 32,971 | -4,665 | -12.4% | -$79.15万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY | $541.58万 | 1.58% | 52,698 | -4,312 | -7.6% | -$44.31万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $493.27万 | 1.44% | 68,577 | 13,892 | 25.4% | $99.93万 | 加仓 |
| AXP | AMERICAN EXPRESS | $492.62万 | 1.43% | 16,286 | 1,368 | 9.2% | $41.38万 | 加仓 |
| SCHW | CHARLES SCHWAB | $465.74万 | 1.36% | 49,557 | 8,072 | 19.5% | $75.86万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $311.23万 | 0.91% | 11,502 | -7,035 | -38.0% | -$190.36万 | 减仓 |
| — | MUNICH RE GROUP | $276.55万 | 0.81% | 4,436 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $245.37万 | 0.71% | 43,973 | -17,115 | -28.0% | -$95.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $219.95万 | 0.64% | 4,590 | 590 | 14.8% | $28.27万 | 加仓 |
| MRK | MERCK | $211.15万 | 0.61% | 17,553 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE | $204.92万 | 0.60% | 9,422 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $170.45万 | 0.50% | 5,507 | 4,077 | 285.1% | $126.19万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $138.48万 | 0.40% | 8,525 | 8,525 | — | $138.48万 | 新建仓 |
| MKC | MCCORMICK & CO | $126.15万 | 0.37% | 25,009 | -18,518 | -42.5% | -$93.40万 | 减仓 |
| CARR | CARRIER GLOBAL | $125.49万 | 0.37% | 22,285 | -1,950 | -8.0% | -$10.98万 | 减仓 |
| ASML | ASML HOLDING NV | $121.52万 | 0.35% | 920 | 135 | 17.2% | $17.83万 | 加仓 |
| RHHBY | ROCHE HLDG LTD ADR | $119.06万 | 0.35% | 23,950 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $103.24万 | 0.30% | 11,115 | 11,115 | — | $103.24万 | 新建仓 |
| EMR | EMERSON ELECTRIC | $91.54万 | 0.27% | 6,987 | -1,600 | -18.6% | -$20.96万 | 减仓 |
| WMT | WAL-MART STORES | $89.48万 | 0.26% | 7,200 | -3,350 | -31.8% | -$41.63万 | 减仓 |
| PEP | PEPSICO | $83.47万 | 0.24% | 5,375 | -700 | -11.5% | -$10.87万 | 减仓 |
| CAT | CATERPILLAR | $79.70万 | 0.23% | 1,125 | -1,175 | -51.1% | -$83.24万 | 减仓 |
| DE | DEERE & CO | $60.84万 | 0.18% | 1,080 | -400 | -27.0% | -$22.53万 | 减仓 |
| UNP | UNION PACIFIC | $54.59万 | 0.16% | 2,250 | 0 | 0.0% | — | 不变 |
| SHEL | SHEL PLC | $50.69万 | 0.15% | 5,450 | 0 | 0.0% | — | 不变 |
| BMO | BANK OF MONTREAL | $47.37万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $44.75万 | 0.13% | 1,560 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $42.95万 | 0.13% | 1,460 | 620 | 73.8% | $18.24万 | 加仓 |
| — | VANGUARD SMALL CAP INDEX FD AD | $42.66万 | 0.12% | 3,400 | 1,700 | 100.0% | $21.33万 | 加仓 |
| WFC | WELLS FARGO | $39.80万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $35.19万 | 0.10% | 615 | 0 | 0.0% | — | 不变 |
| V | VISA | $34.76万 | 0.10% | 1,150 | -180 | -13.5% | -$5.44万 | 减仓 |
| — | FIDELITY 500 INDEX FUND FUND | $32.78万 | 0.10% | 1,442 | 0 | 0.0% | — | 不变 |
| — | FIDELITY NASDAQ COMPOSITE INDE | $30.24万 | 0.09% | 1,103 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $29.81万 | 0.09% | 3,920 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEM | $29.05万 | 0.08% | 1,000 | 1,000 | — | $29.05万 | 新建仓 |
| GILD | GILEAD SCIENCES | $27.54万 | 0.08% | 1,976 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $26.55万 | 0.08% | 3,115 | 3,115 | — | $26.55万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $25.49万 | 0.07% | 3,241 | 3,241 | — | $25.49万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.74万 | 0.07% | 3,060 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $22.26万 | 0.06% | 1,540 | 1,540 | — | $22.26万 | 新建仓 |
| RELX | RELX PLC | $20.01万 | 0.06% | 6,035 | -8,140 | -57.4% | -$26.98万 | 减仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,675 | -100.0% | -$43.97万 | 清仓 |
| INTC | INTEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE.COM | $0 | 0.00% | 0 | -1,184 | -100.0% | -$31.37万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -1,800 | -100.0% | -$29.36万 | 清仓 |
| NSRGY | NESTLE SA ADR | $0 | 0.00% | 0 | -2,805 | -100.0% | -$27.71万 | 清仓 |
| IDXX | IDEXX CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$27.06万 | 清仓 |
| SYY | SYSCO | $0 | 0.00% | 0 | -3,375 | -100.0% | -$24.87万 | 清仓 |
| OZK | BANK OZK | $0 | 0.00% | 0 | -5,390 | -100.0% | -$24.80万 | 清仓 |
| TXN | TEXAS INSTRUMENTS | $0 | 0.00% | 0 | -1,350 | -100.0% | -$23.42万 | 清仓 |
| — | HONEYWELL INTL | $0 | 0.00% | 0 | -1,123 | -100.0% | -$21.91万 | 清仓 |