Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/26 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 148
- 較 2022 年第 4 季 +12
- 總值
- $3.52 億
- 較 2022 年第 4 季 +$298.8 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 67,076 | $1,934 萬 | 5.5% | −1,184−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 103,482 | $1,706 萬 | 4.9% | −6,416−5.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 147,551 | $1,023 萬 | 2.9% | −4,257−2.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,516 | $875.0 萬 | 2.5% | +3,457+23.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 58,677 | $764.6 萬 | 2.2% | +3,814+7.0% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 198,009 | $750.7 萬 | 2.1% | +15,362+8.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 41,838 | $666.8 萬 | 1.9% | −54−0.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 68,379 | $665.0 萬 | 1.9% | −947−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 118,731 | $620.7 萬 | 1.8% | −3,581−2.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 20,363 | $600.9 萬 | 1.7% | −6,715−24.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 30,372 | $589.2 萬 | 1.7% | −725−2.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,267 | $584.1 萬 | 1.7% | +1,045+2.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25,768 | $546.1 萬 | 1.6% | +3,281+14.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 279,406 | $537.9 萬 | 1.5% | +3,684+1.3% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 73,250 | $533.3 萬 | 1.5% | −1,052−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 51,510 | $532.0 萬 | 1.5% | −1,558−2.9% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 34,937 | $487.7 萬 | 1.4% | −1,472−4.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 44,306 | $460.8 萬 | 1.3% | −22,867−34.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 56,485 | $435.4 萬 | 1.2% | −525−0.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 40,536 | $431.3 萬 | 1.2% | +1,552+4.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 25,650 | $423.1 萬 | 1.2% | +6,165+31.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 88,174 | $413.4 萬 | 1.2% | +546+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 30,434 | $399.0 萬 | 1.1% | −501−1.6% | 減碼 | 歷史 |
| BPBP PLC | ADR | 102,658 | $389.5 萬 | 1.1% | −1,457−1.4% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,412 | $386.8 萬 | 1.1% | +235+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,588 | $377.0 萬 | 1.1% | −402−5.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 23,071 | $376.4 萬 | 1.1% | −373−1.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 20,669 | $354.1 萬 | 1.0% | −292−1.4% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 46,514 | $345.6 萬 | 1.0% | +1,122+2.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 38,467 | $337.7 萬 | 1.0% | −8,688−18.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 35,255 | $327.6 萬 | 0.9% | +1,543+4.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,818 | $322.4 萬 | 0.9% | −46−0.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,679 | $315.8 萬 | 0.9% | −346−4.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,332 | $311.2 萬 | 0.9% | −1,741−6.4% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 48,378 | $307.4 萬 | 0.9% | −746−1.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,718 | $302.7 萬 | 0.9% | −3,057−39.3% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 45,178 | $300.3 萬 | 0.9% | −1,405−3.0% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 12,990 | $296.8 萬 | 0.8% | +274+2.2% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 33,997 | $296.3 萬 | 0.8% | +6,958+25.7% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 30,078 | $290.2 萬 | 0.8% | −490−1.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 22,559 | $286.7 萬 | 0.8% | −139−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 45,475 | $282.1 萬 | 0.8% | −676−1.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,276 | $280.4 萬 | 0.8% | −637−8.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 19,400 | $277.5 萬 | 0.8% | +436+2.3% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 46,294 | $268.2 萬 | 0.8% | +5,066+12.3% | 加碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 44,264 | $265.1 萬 | 0.8% | −412−0.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 91,958 | $263.0 萬 | 0.7% | −24,879−21.3% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 15,702 | $260.1 萬 | 0.7% | −10,631−40.4% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 43,802 | $255.3 萬 | 0.7% | +14,186+47.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 32,835 | $249.3 萬 | 0.7% | +4,607+16.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 63,998 | $248.9 萬 | 0.7% | +245+0.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,136 | $240.0 萬 | 0.7% | −16,345−41.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 17,153 | $230.2 萬 | 0.7% | −199−1.1% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 26,963 | $222.0 萬 | 0.6% | −5,554−17.1% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 19,470 | $218.0 萬 | 0.6% | −2,239−10.3% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 37,228 | $217.4 萬 | 0.6% | −9,754−20.8% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 78,950 | $212.7 萬 | 0.6% | +197+0.3% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 74,835 | $208.0 萬 | 0.6% | −1,199−1.6% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 59,302 | $205.1 萬 | 0.6% | +636+1.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 49,356 | $201.4 萬 | 0.6% | +1,482+3.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 9,288 | $197.3 萬 | 0.6% | +4,187+82.1% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 54,665 | $197.1 萬 | 0.6% | +499+0.9% | 加碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 49,720 | $194.9 萬 | 0.6% | +525+1.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 15,269 | $194.8 萬 | 0.6% | +479+3.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 6,751 | $193.0 萬 | 0.5% | −1,165−14.7% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 5,406 | $192.5 萬 | 0.5% | −2,304−29.9% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 23,080 | $191.5 萬 | 0.5% | +1,013+4.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 18,880 | $187.3 萬 | 0.5% | −2,672−12.4% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 6,087 | $186.6 萬 | 0.5% | −2,006−24.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 40,494 | $180.7 萬 | 0.5% | −12,444−23.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 25,638 | $178.4 萬 | 0.5% | +25,638 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,131 | $170.3 萬 | 0.5% | −392−6.0% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 32,422 | $169.8 萬 | 0.5% | +4,163+14.7% | 加碼 | 歷史 |
| RIORio Tinto PLC | ADR | 24,434 | $167.6 萬 | 0.5% | +442+1.8% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 46,447 | $162.2 萬 | 0.5% | −1,225−2.6% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 9,635 | $161.2 萬 | 0.5% | −156−1.6% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 14,241 | $155.1 萬 | 0.4% | +483+3.5% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 42,447 | $153.0 萬 | 0.4% | −346−0.8% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 5,042 | $149.4 萬 | 0.4% | +195+4.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,153 | $148.4 萬 | 0.4% | +70.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 12,654 | $145.0 萬 | 0.4% | −181−1.4% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 22,271 | $142.8 萬 | 0.4% | −12,226−35.4% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 13,455 | $141.4 萬 | 0.4% | +13,455 | 新進 | 歷史 |
| MOSMosaic Co | COM | 30,506 | $140.0 萬 | 0.4% | −6,779−18.2% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 40,677 | $139.5 萬 | 0.4% | −20,110−33.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,603 | $133.3 萬 | 0.4% | +42+0.5% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 10,839 | $122.5 萬 | 0.3% | −2,654−19.7% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 9,636 | $119.9 萬 | 0.3% | +7,088+278.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 39,294 | $117.3 萬 | 0.3% | +140.0% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 57,450 | $109.8 萬 | 0.3% | +18,818+48.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,778 | $109.3 萬 | 0.3% | +255+5.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,918 | $102.0 萬 | 0.3% | −843−14.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,092 | $100.4 萬 | 0.3% | +5,092 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 11,880 | $98.1 萬 | 0.3% | −197−1.6% | 減碼 | 歷史 |
| IVZInvesco Ltd. | Stock | 58,876 | $96.6 萬 | 0.3% | +525+0.9% | 加碼 | 歷史 |
| CICigna Group | Stock | 3,749 | $95.8 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,674 | $93.4 萬 | 0.3% | +4,674 | 新進 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 15,972 | $92.2 萬 | 0.3% | +15,972 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,319 | $91.3 萬 | 0.3% | −1,608−14.7% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,635 | $89.6 萬 | 0.3% | +3,635 | 新進 | 歷史 |
2022 年第 4 季之後清倉（12 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 23,611 | $268.7 萬 | 0.8% | 歷史 |
| MROMarathon Oil Corp | COM | 54,532 | $147.6 萬 | 0.4% | 歷史 |
| ITGartner Inc | COM | 3,056 | $102.7 萬 | 0.3% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 29,323 | $100.5 萬 | 0.3% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 9,906 | $82.1 萬 | 0.2% | 歷史 |
| LINLinde PLC | SHS | 1,960 | $63.9 萬 | 0.2% | 歷史 |
| ALLAllstate Corp | Stock | 4,072 | $55.2 萬 | 0.2% | 歷史 |
| AESAES Corp | Stock | 17,749 | $51.0 萬 | 0.1% | 歷史 |
| CBChubb Ltd | Stock | 2,303 | $50.8 萬 | 0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 3,667 | $44.0 萬 | 0.1% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 3,522 | $40.5 萬 | 0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 8,703 | $29.3 萬 | 0.1% | 歷史 |