Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/27 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 136
- 較 2022 年第 3 季 −2
- 總值
- $3.49 億
- 較 2022 年第 3 季 +$3,067 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 68,260 | $1,637 萬 | 4.7% | −2,282−3.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 109,898 | $1,428 萬 | 4.1% | −10,506−8.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 151,808 | $1,092 萬 | 3.1% | +7,274+5.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 27,078 | $855.3 萬 | 2.5% | +2,242+9.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,059 | $798.4 萬 | 2.3% | −351−2.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,863 | $735.7 萬 | 2.1% | +6,872+14.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 69,326 | $701.7 萬 | 2.0% | +1,749+2.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 41,892 | $677.0 萬 | 1.9% | −10,996−20.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 182,647 | $638.7 萬 | 1.8% | −3,550−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 67,173 | $596.0 萬 | 1.7% | −5,592−7.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 122,312 | $582.7 萬 | 1.7% | +161+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 52,222 | $576.0 萬 | 1.7% | −1,265−2.4% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 74,302 | $571.8 萬 | 1.6% | +11,541+18.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 31,097 | $540.6 萬 | 1.5% | +3,204+11.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 275,722 | $507.6 萬 | 1.5% | −47,709−14.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 57,010 | $476.6 萬 | 1.4% | +1,059+1.9% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 36,409 | $461.9 萬 | 1.3% | +341+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,068 | $445.8 萬 | 1.3% | −1,629−3.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 30,935 | $435.8 萬 | 1.2% | +752+2.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,775 | $434.7 萬 | 1.2% | +1,760+29.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 38,984 | $432.5 萬 | 1.2% | +2,825+7.8% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 45,392 | $423.0 萬 | 1.2% | +1,902+4.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 23,444 | $420.8 萬 | 1.2% | +644+2.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,177 | $419.5 萬 | 1.2% | −321−3.8% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 47,155 | $400.9 萬 | 1.1% | +178+0.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 87,628 | $396.3 萬 | 1.1% | +95+0.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 26,333 | $392.5 萬 | 1.1% | +1,731+7.0% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 116,837 | $387.0 萬 | 1.1% | −2,704−2.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,990 | $364.7 萬 | 1.0% | +1,392+21.1% | 加碼 | 歷史 |
| BPBP PLC | ADR | 104,115 | $363.7 萬 | 1.0% | +2,317+2.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 22,698 | $358.5 萬 | 1.0% | +425+1.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 39,481 | $348.3 萬 | 1.0% | −3,869−8.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,864 | $344.7 萬 | 1.0% | +74+1.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,025 | $341.8 萬 | 1.0% | +119+1.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 20,961 | $329.0 萬 | 0.9% | +522+2.6% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 49,124 | $322.7 萬 | 0.9% | +1,349+2.8% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 30,568 | $314.8 萬 | 0.9% | +761+2.6% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 41,228 | $298.4 萬 | 0.9% | −1,826−4.2% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 46,982 | $294.1 萬 | 0.8% | −1,117−2.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,151 | $293.6 萬 | 0.8% | +1,151+2.6% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 44,676 | $289.3 萬 | 0.8% | +1,115+2.6% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 7,710 | $289.2 萬 | 0.8% | −3,093−28.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,485 | $287.9 萬 | 0.8% | −795−3.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 33,712 | $275.6 萬 | 0.8% | −24,233−41.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,487 | $270.6 萬 | 0.8% | −8,108−26.5% | 減碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 23,611 | $268.7 萬 | 0.8% | +23,611 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,913 | $266.3 萬 | 0.8% | +4,203+113.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 27,073 | $263.6 萬 | 0.8% | −2,829−9.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 27,039 | $259.7 萬 | 0.7% | +675+2.6% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 21,709 | $255.0 萬 | 0.7% | +29+0.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 21,552 | $254.3 萬 | 0.7% | −775−3.5% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 8,093 | $252.0 萬 | 0.7% | +9+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 63,753 | $251.2 萬 | 0.7% | +187+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,964 | $246.0 萬 | 0.7% | −604−3.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 47,874 | $245.3 萬 | 0.7% | −1,533−3.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 52,938 | $242.0 萬 | 0.7% | +69+0.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 17,352 | $235.6 萬 | 0.7% | +446+2.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 28,259 | $235.3 萬 | 0.7% | +9,515+50.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 46,583 | $227.7 萬 | 0.7% | +18,182+64.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 76,034 | $222.2 萬 | 0.6% | +2,085+2.8% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 12,716 | $220.2 萬 | 0.6% | +1,375+12.1% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 58,666 | $219.2 萬 | 0.6% | −9,415−13.8% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 7,916 | $211.2 萬 | 0.6% | +13+0.2% | 加碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 78,753 | $207.8 萬 | 0.6% | +681+0.9% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 32,517 | $202.8 萬 | 0.6% | +22,604+228.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 28,228 | $201.0 萬 | 0.6% | +3,380+13.6% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 13,446 | $200.2 萬 | 0.6% | −337−2.4% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 60,787 | $193.4 萬 | 0.6% | +6,703+12.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 9,674 | $192.7 萬 | 0.6% | +5,221+117.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 22,067 | $189.4 萬 | 0.5% | +1,160+5.5% | 加碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 34,497 | $188.1 萬 | 0.5% | +22+0.1% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 54,166 | $187.6 萬 | 0.5% | +91+0.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 42,793 | $186.6 萬 | 0.5% | +849+2.0% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 49,195 | $179.1 萬 | 0.5% | +534+1.1% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 13,199 | $171.0 萬 | 0.5% | −470−3.4% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 23,992 | $170.8 萬 | 0.5% | +453+1.9% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 9,791 | $169.9 萬 | 0.5% | +251+2.6% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 37,285 | $163.6 萬 | 0.5% | +56+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,790 | $162.6 萬 | 0.5% | −3,846−20.6% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 47,672 | $156.7 萬 | 0.4% | −13,103−21.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 15,146 | $152.9 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,561 | $151.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 12,835 | $148.3 萬 | 0.4% | +319+2.5% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 54,532 | $147.6 萬 | 0.4% | +260.0% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 4,847 | $145.7 萬 | 0.4% | −1,142−19.1% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 13,758 | $140.7 萬 | 0.4% | +1,246+10.0% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 29,616 | $134.8 萬 | 0.4% | −1,933−6.1% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 13,493 | $131.8 萬 | 0.4% | −692−4.9% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 39,280 | $129.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 3,735 | $123.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EVREvercore Inc. | CLASS A | 10,275 | $112.1 萬 | 0.3% | −109−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,523 | $108.4 萬 | 0.3% | −301−6.2% | 減碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 58,351 | $105.0 萬 | 0.3% | −129−0.2% | 減碼 | 歷史 |
| ITGartner Inc | COM | 3,056 | $102.7 萬 | 0.3% | −4,443−59.2% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 29,323 | $100.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 89,017 | $99.1 萬 | 0.3% | +89,017 | 新進 | 歷史 |
| BABoeing Co | Stock | 5,101 | $97.2 萬 | 0.3% | −2,750−35.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,523 | $95.3 萬 | 0.3% | −4,481−40.7% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 11,372 | $93.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,444 | $92.0 萬 | 0.3% | +2,585+139.1% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（9 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SBUXStarbucks Corp | Stock | 15,291 | $128.9 萬 | 0.4% | 歷史 |
| ALSNAllison Transmission Holdings Inc | Stock | 19,293 | $65.1 萬 | 0.2% | 歷史 |
| SNASnap-on Inc | COM | 3,039 | $61.2 萬 | 0.2% | 歷史 |
| CARRCarrier Global Corp | Stock | 16,253 | $57.8 萬 | 0.2% | 歷史 |
| EBAYeBay Inc | COM | 14,752 | $54.3 萬 | 0.2% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 661 | $46.5 萬 | 0.1% | 歷史 |
| CCChemours Co | Stock | 13,475 | $33.2 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 5,643 | $28.2 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 9,256 | $23.8 萬 | 0.1% | 歷史 |