Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/1 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 138
- 較 2022 年第 2 季 −6
- 總值
- $3.18 億
- 較 2022 年第 2 季 −$3,187 萬 (−9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 120,404 | $1,664 萬 | 5.2% | +6,903+6.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 70,542 | $1,643 萬 | 5.2% | −1,550−2.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 144,534 | $1,028 萬 | 3.2% | +928+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,410 | $778.3 萬 | 2.4% | −2,911−15.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 52,888 | $709.8 萬 | 2.2% | −1,226−2.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 72,765 | $699.7 萬 | 2.2% | −1,135−1.5% | 減碼依 20 比 1 拆股換算 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,836 | $685.3 萬 | 2.2% | −1,070−4.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 54,697 | $618.1 萬 | 1.9% | +6,399+13.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 67,577 | $561.0 萬 | 1.8% | −5,312−7.3% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 186,197 | $546.1 萬 | 1.7% | −4,332−2.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 47,991 | $501.5 萬 | 1.6% | −4,503−8.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 323,431 | $496.1 萬 | 1.6% | −64,410−16.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 122,151 | $488.6 萬 | 1.5% | −5,195−4.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,487 | $467.0 萬 | 1.5% | +19,862+59.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 27,893 | $450.6 萬 | 1.4% | +6,483+30.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 55,951 | $438.8 萬 | 1.4% | −3,111−5.3% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 62,761 | $423.7 萬 | 1.3% | +46,386+283.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,595 | $415.1 萬 | 1.3% | +6,622+27.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,350 | $414.7 萬 | 1.3% | −1,430−3.2% | 減碼依 20 比 1 拆股換算 | 歷史 |
| CVSCVS Health Corp | Stock | 43,490 | $414.7 萬 | 1.3% | +549+1.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,498 | $386.0 萬 | 1.2% | +1,748+25.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 36,068 | $385.4 萬 | 1.2% | −2,125−5.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 46,977 | $371.2 萬 | 1.2% | −2,164−4.4% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 10,803 | $367.2 萬 | 1.2% | −2,371−18.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 24,602 | $365.0 萬 | 1.1% | −10,147−29.2% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 87,533 | $364.8 萬 | 1.1% | −3,811−4.2% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 119,541 | $361.0 萬 | 1.1% | +471+0.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 30,183 | $358.6 萬 | 1.1% | −2,382−7.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 57,945 | $353.9 萬 | 1.1% | −22,730−28.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 22,273 | $332.8 萬 | 1.0% | −1,696−7.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 22,800 | $327.6 萬 | 1.0% | −1,744−7.1% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 48,099 | $318.1 萬 | 1.0% | +21,876+83.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,598 | $311.6 萬 | 1.0% | +3,508+113.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 36,159 | $311.4 萬 | 1.0% | +3,882+12.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 101,798 | $290.6 萬 | 0.9% | −7,844−7.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 29,807 | $277.3 萬 | 0.9% | −2,280−7.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 20,280 | $273.6 萬 | 0.9% | +8,248+68.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 20,439 | $272.6 萬 | 0.9% | −1,559−7.1% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 43,561 | $267.2 萬 | 0.8% | −3,174−6.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,015 | $267.1 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,906 | $266.8 萬 | 0.8% | +1,654+31.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,790 | $263.6 萬 | 0.8% | −353−6.9% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 43,054 | $261.7 萬 | 0.8% | +302+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 45,000 | $252.1 萬 | 0.8% | −3,439−7.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 29,902 | $245.0 萬 | 0.8% | −7,939−21.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 47,775 | $244.8 萬 | 0.8% | −3,657−7.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 63,566 | $241.4 萬 | 0.8% | −3,322−5.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,952 | $237.5 萬 | 0.7% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| COPConocoPhillips | Stock | 22,327 | $228.5 萬 | 0.7% | +131+0.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 19,568 | $227.4 萬 | 0.7% | +10,415+113.8% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 49,407 | $216.2 萬 | 0.7% | −16,413−24.9% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 24,848 | $213.9 萬 | 0.7% | +18,824+312.5% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 68,081 | $213.8 萬 | 0.7% | −15,021−18.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 52,869 | $213.5 萬 | 0.7% | +26,685+101.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,636 | $210.5 萬 | 0.7% | −3,483−15.7% | 減碼 | 歷史 |
| ITGartner Inc | COM | 7,499 | $207.5 萬 | 0.7% | +1,099+17.2% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 54,084 | $207.0 萬 | 0.7% | +237+0.4% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 8,084 | $203.6 萬 | 0.6% | −30.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 7,903 | $203.3 萬 | 0.6% | −9−0.1% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 21,680 | $194.6 萬 | 0.6% | +4,969+29.7% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 13,783 | $193.2 萬 | 0.6% | −3,090−18.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 26,364 | $193.0 萬 | 0.6% | −2,019−7.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 16,906 | $190.3 萬 | 0.6% | −1,290−7.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 73,949 | $187.5 萬 | 0.6% | −5,680−7.1% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 37,229 | $179.9 萬 | 0.6% | +37,229 | 新進 | 歷史 |
| IPInternational Paper Co | COM | 54,075 | $171.4 萬 | 0.5% | −4,138−7.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 60,775 | $170.5 萬 | 0.5% | −20,405−25.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 41,944 | $169.1 萬 | 0.5% | −3,145−7.0% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 11,341 | $168.3 萬 | 0.5% | +36+0.3% | 加碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 78,072 | $168.0 萬 | 0.5% | −6,032−7.2% | 減碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 48,661 | $166.0 萬 | 0.5% | −11,094−18.6% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 34,475 | $164.3 萬 | 0.5% | +3,410+11.0% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 5,989 | $156.3 萬 | 0.5% | +63+1.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,669 | $152.7 萬 | 0.5% | −8,876−39.4% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 9,540 | $142.4 萬 | 0.4% | −726−7.1% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 12,516 | $140.4 萬 | 0.4% | −984−7.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,561 | $139.8 萬 | 0.4% | +30.0% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 28,401 | $139.5 萬 | 0.4% | +5,355+23.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 18,744 | $134.7 萬 | 0.4% | +5,957+46.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,004 | $133.6 萬 | 0.4% | −7,107−39.2% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 23,539 | $129.6 萬 | 0.4% | −1,740−6.9% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 20,907 | $129.0 萬 | 0.4% | +226+1.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 15,291 | $128.9 萬 | 0.4% | +10,129+196.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,147 | $124.0 萬 | 0.4% | +207+1.4% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 54,506 | $123.0 萬 | 0.4% | −14,590−21.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 9,754 | $121.5 萬 | 0.4% | +104+1.1% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 31,549 | $118.3 萬 | 0.4% | +1,997+6.8% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 12,512 | $113.1 萬 | 0.4% | −6,728−35.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 39,280 | $112.5 萬 | 0.4% | +39,280 | 新進 | 歷史 |
| CICigna Group | Stock | 3,735 | $103.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,710 | $102.1 萬 | 0.3% | +2,047+123.1% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 14,185 | $100.6 萬 | 0.3% | −11,847−45.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 7,851 | $95.1 萬 | 0.3% | +824+11.7% | 加碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 66,530 | $92.4 萬 | 0.3% | −5,032−7.0% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 11,372 | $88.5 萬 | 0.3% | −1,745−13.3% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 29,323 | $86.5 萬 | 0.3% | +7,386+33.7% | 加碼 | 歷史 |
| EVREvercore Inc. | CLASS A | 10,384 | $85.4 萬 | 0.3% | +2,419+30.4% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 28,627 | $84.4 萬 | 0.3% | −2,139−7.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,453 | $83.6 萬 | 0.3% | −8,531−65.7% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 6,712 | $80.8 萬 | 0.3% | −952−12.4% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（18 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 5,823 | $183.7 萬 | 0.5% | 歷史 |
| VVisa Inc. | Stock | 6,312 | $124.3 萬 | 0.4% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 40,260 | $103.8 萬 | 0.3% | 歷史 |
| EQIXEquinix Inc | COM | 1,283 | $84.3 萬 | 0.2% | 歷史 |
| AGCOAGCO Corp | COM | 7,607 | $75.1 萬 | 0.2% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 18,846 | $69.6 萬 | 0.2% | 歷史 |
| MATMattel Inc | COM | 27,356 | $61.1 萬 | 0.2% | 歷史 |
| LADLithia Motors Inc | COM | 2,199 | $60.4 萬 | 0.2% | 歷史 |
| DEDeere & Co | Stock | 1,951 | $58.4 萬 | 0.2% | 歷史 |
| AMAntero Midstream Corp | Stock | 64,377 | $58.3 萬 | 0.2% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 19,027 | $55.7 萬 | 0.2% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 6,298 | $54.0 萬 | 0.2% | 歷史 |
| JBLUJetBlue Airways Corp | COM | 51,449 | $43.1 萬 | 0.1% | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 4,356 | $39.9 萬 | 0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 6,073 | $36.2 萬 | 0.1% | 歷史 |
| LENLennar Corp | CL A | 4,705 | $33.2 萬 | 0.1% | 歷史 |
| SGISomnigroup International Inc. | COM | 12,152 | $26.0 萬 | 0.1% | 歷史 |
| STNEStoneCo Ltd. | COM | 24,400 | $18.8 萬 | 0.1% | 歷史 |