Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/2 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 144
- 較 2022 年第 1 季 −10
- 總值
- $3.50 億
- 較 2022 年第 1 季 −$5,234 萬 (−13.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 72,092 | $1,852 萬 | 5.3% | −4,603−6.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 113,501 | $1,552 萬 | 4.4% | +1,100+1.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 143,606 | $1,106 萬 | 3.2% | +29,281+25.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,321 | $941.0 萬 | 2.7% | −726−3.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 54,114 | $828.8 萬 | 2.4% | +11,989+28.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 387,841 | $812.9 萬 | 2.3% | +55,009+16.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,695 | $808.3 萬 | 2.3% | −203−5.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 190,529 | $747.6 萬 | 2.1% | +24,420+14.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 72,889 | $719.7 萬 | 2.1% | +15,739+27.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 25,906 | $710.5 萬 | 2.0% | +4,072+18.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 52,494 | $591.2 萬 | 1.7% | −12,899−19.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 80,675 | $563.7 萬 | 1.6% | −12,618−13.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 127,346 | $543.0 萬 | 1.6% | +6,586+5.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,298 | $513.0 萬 | 1.5% | −6,782−12.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| TGTTarget Corp | Stock | 34,749 | $490.7 萬 | 1.4% | −2,693−7.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,239 | $487.9 萬 | 1.4% | −10−0.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 32,565 | $459.8 萬 | 1.3% | +1,617+5.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 59,062 | $457.5 萬 | 1.3% | −184−0.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 13,174 | $429.8 萬 | 1.2% | +445+3.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 91,344 | $420.1 萬 | 1.2% | +928+1.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 38,193 | $405.9 萬 | 1.2% | +2,016+5.6% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 42,941 | $397.9 萬 | 1.1% | +2,093+5.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 21,410 | $390.8 萬 | 1.1% | +14,363+203.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,973 | $386.6 萬 | 1.1% | −841−3.4% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 23,969 | $378.2 萬 | 1.1% | +1,169+5.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 49,141 | $373.8 萬 | 1.1% | +29,439+149.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 119,070 | $370.7 萬 | 1.1% | −24,210−16.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 24,544 | $355.3 萬 | 1.0% | −13,241−35.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 65,820 | $345.1 萬 | 1.0% | +3,023+4.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 37,841 | $344.3 萬 | 1.0% | +2,124+5.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 32,087 | $344.0 萬 | 1.0% | +1,609+5.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 66,888 | $339.4 萬 | 1.0% | +46,655+230.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 6,750 | $325.7 萬 | 0.9% | −349−4.9% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 83,102 | $315.0 萬 | 0.9% | +20,734+33.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 5,143 | $313.3 萬 | 0.9% | +237+4.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 109,642 | $310.8 萬 | 0.9% | +6,611+6.4% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 46,735 | $306.5 萬 | 0.9% | +2,308+5.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 48,439 | $304.7 萬 | 0.9% | +2,397+5.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 32,277 | $294.3 萬 | 0.8% | +12,023+59.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,016 | $292.3 萬 | 0.8% | −909−13.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 33,625 | $288.0 萬 | 0.8% | +33,625 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 51,432 | $285.5 萬 | 0.8% | +2,523+5.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 22,119 | $282.5 萬 | 0.8% | −338−1.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 21,998 | $277.2 萬 | 0.8% | −1,878−7.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,111 | $274.5 萬 | 0.8% | −1,540−7.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 15,352 | $274.4 萬 | 0.8% | +2,572+20.1% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 42,752 | $268.5 萬 | 0.8% | +2,152+5.3% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 11,305 | $256.3 萬 | 0.7% | +551+5.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 22,545 | $249.0 萬 | 0.7% | +716+3.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 18,196 | $245.9 萬 | 0.7% | +896+5.2% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 58,213 | $243.5 萬 | 0.7% | +889+1.6% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 81,180 | $235.2 萬 | 0.7% | +15,049+22.8% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 59,755 | $232.0 萬 | 0.7% | −5,821−8.9% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 16,873 | $229.4 萬 | 0.7% | +781+4.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,984 | $226.8 萬 | 0.6% | +195+1.5% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 19,240 | $226.2 萬 | 0.6% | +19,240 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 28,383 | $225.8 萬 | 0.6% | −17,524−38.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,252 | $225.8 萬 | 0.6% | +260+5.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 7,912 | $219.7 萬 | 0.6% | −2,829−26.3% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 79,629 | $216.0 萬 | 0.6% | +4,077+5.4% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 45,089 | $207.5 萬 | 0.6% | +556+1.2% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 53,847 | $205.6 萬 | 0.6% | +11,741+27.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,972 | $200.1 萬 | 0.6% | −211−6.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 22,196 | $199.4 萬 | 0.6% | −20,553−48.1% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 84,104 | $196.0 萬 | 0.6% | +4,224+5.3% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 8,087 | $192.2 萬 | 0.5% | +282+3.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,823 | $183.7 萬 | 0.5% | +1,982+51.6% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 26,032 | $172.2 萬 | 0.5% | +1,520+6.2% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 5,926 | $167.0 萬 | 0.5% | +192+3.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,032 | $166.8 萬 | 0.5% | +298+2.5% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 16,711 | $158.7 萬 | 0.5% | +16,711 | 新進 | 歷史 |
| DARDarling Ingredients Inc. | COM | 26,223 | $156.8 萬 | 0.4% | +1,794+7.3% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 69,096 | $155.3 萬 | 0.4% | −7,917−10.3% | 減碼 | 歷史 |
| ITGartner Inc | COM | 6,400 | $154.8 萬 | 0.4% | +5,617+717.4% | 加碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 31,065 | $154.6 萬 | 0.4% | +5,279+20.5% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 25,279 | $154.2 萬 | 0.4% | +1,729+7.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 13,500 | $153.7 萬 | 0.4% | +615+4.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,558 | $151.9 萬 | 0.4% | −471−5.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,090 | $148.1 萬 | 0.4% | +225+7.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 14,940 | $143.6 萬 | 0.4% | +5,075+51.4% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 38,236 | $138.1 萬 | 0.4% | +20,280+112.9% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 10,266 | $136.5 萬 | 0.4% | −6,637−39.3% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 71,562 | $136.3 萬 | 0.4% | −50,936−41.6% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 23,046 | $130.4 萬 | 0.4% | −1,844−7.4% | 減碼依 5 比 1 拆股換算 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,681 | $127.8 萬 | 0.4% | +11,421+123.3% | 加碼 | 歷史 |
| CCChemours Co | Stock | 38,957 | $124.8 萬 | 0.4% | +38,957 | 新進 | 歷史 |
| VVisa Inc. | Stock | 6,312 | $124.3 萬 | 0.4% | +5,368+568.6% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 9,650 | $122.3 萬 | 0.3% | −1,555−13.9% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 16,375 | $120.5 萬 | 0.3% | +16,375 | 新進 | 歷史 |
| PHMPultegroup Inc | COM | 29,552 | $117.2 萬 | 0.3% | +1,561+5.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 13,117 | $111.0 萬 | 0.3% | +362+2.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 29,427 | $110.0 萬 | 0.3% | −4,823−14.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 26,184 | $109.4 萬 | 0.3% | +4,274+19.5% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 9,153 | $106.4 萬 | 0.3% | −1,406−13.3% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 40,260 | $103.8 萬 | 0.3% | −23,649−37.0% | 減碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 62,954 | $101.5 萬 | 0.3% | −41,863−39.9% | 減碼 | 歷史 |
| CICigna Group | Stock | 3,734 | $98.4 萬 | 0.3% | +103+2.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 7,027 | $96.1 萬 | 0.3% | −2,823−28.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,881 | $95.9 萬 | 0.3% | +134+2.8% | 加碼 | 歷史 |
| DXCDXC Technology Co | Stock | 31,141 | $94.4 萬 | 0.3% | +31,141 | 新進 | 歷史 |
2022 年第 1 季之後清倉（31 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 71,193 | $247.9 萬 | 0.6% | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,132 | $169.5 萬 | 0.4% | 歷史 |
| AVBAvalonbay Communities Inc | COM | 5,652 | $140.4 萬 | 0.3% | 歷史 |
| WFCWells Fargo & Company | Stock | 28,904 | $140.1 萬 | 0.3% | 歷史 |
| LRCXLam Research Corp | COM | 2,297 | $123.5 萬 | 0.3% | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 168,684 | $118.8 萬 | 0.3% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 3,835 | $96.1 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 10,376 | $95.0 萬 | 0.2% | 歷史 |
| TPRTapestry, Inc. | COM | 16,547 | $61.5 萬 | 0.2% | 歷史 |
| FFord Motor Co | Stock | 36,146 | $61.1 萬 | 0.2% | 歷史 |
| LKQLKQ Corp | COM | 13,460 | $61.1 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 4,439 | $60.9 萬 | 0.2% | 歷史 |
| DELLDell Technologies Inc. | Stock | 10,261 | $51.5 萬 | 0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 1,837 | $50.3 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 1,306 | $48.9 萬 | 0.1% | 歷史 |
| FLFoot Locker, Inc. | COM | 14,239 | $42.2 萬 | 0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 6,165 | $39.8 萬 | 0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,497 | $39.1 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,108 | $38.7 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 179 | $36.6 萬 | 0.1% | 歷史 |
| HSYHershey Co | COM | 1,407 | $30.5 萬 | 0.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 2,511 | $29.8 萬 | 0.1% | 歷史 |
| PVHPVH Corp. | COM | 3,676 | $28.1 萬 | 0.1% | 歷史 |
| CSLCarlisle Companies Inc | COM | 1,127 | $27.7 萬 | 0.1% | 歷史 |
| WMWaste Management Inc | Stock | 1,727 | $27.4 萬 | 0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,010 | $24.5 萬 | 0.1% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 572 | $22.8 萬 | 0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 1,941 | $21.4 萬 | 0.1% | 歷史 |
| GNTXGentex Corp | COM | 7,210 | $21.0 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 370 | $20.6 萬 | 0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 984 | $20.6 萬 | 0.1% | 歷史 |