Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/27 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 146
- 較 2023 年第 1 季 −2
- 總值
- $3.55 億
- 較 2023 年第 1 季 +$290.9 萬 (+0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 66,741 | $2,273 萬 | 6.4% | −335−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 95,328 | $1,849 萬 | 5.2% | −8,154−7.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 18,823 | $904.7 萬 | 2.6% | +307+1.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 211,466 | $878.6 萬 | 2.5% | +13,457+6.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 162,778 | $842.2 萬 | 2.4% | +44,047+37.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 55,310 | $804.4 萬 | 2.3% | −3,367−5.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 123,545 | $790.1 萬 | 2.2% | −24,006−16.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,934 | $729.2 萬 | 2.1% | +4,424+8.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 23,242 | $722.0 萬 | 2.0% | +2,879+14.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25,037 | $718.5 萬 | 2.0% | −731−2.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 62,160 | $606.8 萬 | 1.7% | −6,219−9.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 48,194 | $583.0 萬 | 1.6% | +3,888+8.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 47,758 | $568.8 萬 | 1.6% | +12,503+35.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 51,960 | $557.3 萬 | 1.6% | −1,307−2.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 39,257 | $528.9 萬 | 1.5% | −2,581−6.2% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 43,479 | $501.7 萬 | 1.4% | +2,943+7.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 62,076 | $460.6 萬 | 1.3% | +5,591+9.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 26,287 | $457.9 萬 | 1.3% | +637+2.5% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 55,655 | $449.2 萬 | 1.3% | −17,595−24.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,663 | $412.6 萬 | 1.2% | +75+1.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 25,661 | $403.8 萬 | 1.1% | +2,590+11.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,557 | $395.3 萬 | 1.1% | −161−3.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 32,532 | $381.6 萬 | 1.1% | −2,405−6.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 18,784 | $377.8 萬 | 1.1% | −1,885−9.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 81,231 | $374.0 萬 | 1.1% | −6,943−7.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,385 | $372.5 萬 | 1.1% | −27−0.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 27,701 | $370.7 萬 | 1.0% | −2,733−9.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,275 | $355.7 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 218,364 | $348.3 萬 | 1.0% | −61,042−21.8% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 44,712 | $347.3 萬 | 1.0% | +910+2.1% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 45,851 | $346.6 萬 | 1.0% | +673+1.5% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 13,624 | $337.7 萬 | 1.0% | +634+4.9% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 35,574 | $336.5 萬 | 0.9% | +8,611+31.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 93,133 | $328.7 萬 | 0.9% | −9,525−9.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 22,464 | $324.7 萬 | 0.9% | −2,868−11.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 45,979 | $317.9 萬 | 0.9% | −535−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,177 | $313.3 萬 | 0.9% | +3,041+13.1% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 22,987 | $304.3 萬 | 0.9% | +3,587+18.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,356 | $301.1 萬 | 0.8% | −462−9.6% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 35,251 | $301.0 萬 | 0.8% | −3,216−8.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,487 | $300.7 萬 | 0.8% | +6,569+133.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 11,646 | $286.5 萬 | 0.8% | +6,868+143.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,112 | $281.4 萬 | 0.8% | −567−8.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 31,127 | $281.4 萬 | 0.8% | −2,870−8.4% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 43,971 | $271.4 萬 | 0.8% | −4,407−9.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 55,670 | $264.7 萬 | 0.7% | +9,223+19.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 90,424 | $259.4 萬 | 0.7% | −1,534−1.7% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 20,544 | $258.7 萬 | 0.7% | −2,015−8.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,430 | $258.7 萬 | 0.7% | −15,942−52.5% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 40,283 | $249.8 萬 | 0.7% | −3,981−9.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,345 | $249.0 萬 | 0.7% | −4,130−9.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 7,983 | $246.3 萬 | 0.7% | +1,232+18.2% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 27,359 | $245.5 萬 | 0.7% | −2,719−9.0% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 15,565 | $214.9 萬 | 0.6% | −1,588−9.3% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 32,585 | $207.9 萬 | 0.6% | −4,643−12.5% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 60,858 | $207.5 萬 | 0.6% | +32,385+113.7% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 72,163 | $205.6 萬 | 0.6% | +12,861+21.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 26,632 | $205.3 萬 | 0.6% | +3,552+15.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 18,900 | $195.8 萬 | 0.6% | +20+0.1% | 加碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 71,763 | $191.7 萬 | 0.5% | −7,187−9.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 9,071 | $191.5 萬 | 0.5% | −217−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,799 | $188.7 萬 | 0.5% | +4,799 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 14,277 | $188.3 萬 | 0.5% | −1,425−9.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 7,665 | $182.0 萬 | 0.5% | +7,665 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 4,237 | $181.1 萬 | 0.5% | −1,169−21.6% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 5,310 | $181.0 萬 | 0.5% | +268+5.3% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 68,037 | $180.0 萬 | 0.5% | −6,798−9.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 48,647 | $178.4 萬 | 0.5% | −709−1.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 38,525 | $174.5 萬 | 0.5% | −1,969−4.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,837 | $169.0 萬 | 0.5% | +1,640+74.6% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 14,437 | $167.2 萬 | 0.5% | +196+1.4% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 12,629 | $158.3 萬 | 0.4% | −826−6.1% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 49,660 | $158.0 萬 | 0.4% | −5,005−9.2% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 32,009 | $156.6 萬 | 0.4% | +14,892+87.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 40,026 | $148.9 萬 | 0.4% | −23,972−37.5% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 8,746 | $148.0 萬 | 0.4% | −889−9.2% | 減碼 | 歷史 |
| BYDBoyd Gaming Corp | COM | 20,980 | $145.5 萬 | 0.4% | −1,291−5.8% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 22,041 | $140.7 萬 | 0.4% | −2,393−9.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 14,033 | $137.5 萬 | 0.4% | −1,120−7.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,075 | $133.7 萬 | 0.4% | −528−6.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,087 | $130.6 萬 | 0.4% | −3,044−49.6% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 11,508 | $128.7 萬 | 0.4% | −1,146−9.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 38,366 | $126.8 萬 | 0.4% | −4,081−9.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 22,347 | $126.7 萬 | 0.4% | −10,075−31.1% | 減碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 30,995 | $125.0 萬 | 0.4% | −18,725−37.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 6,734 | $123.7 萬 | 0.3% | +1,417+26.7% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 21,309 | $120.5 萬 | 0.3% | −24,985−54.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 36,875 | $120.3 萬 | 0.3% | −2,419−6.2% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 9,388 | $120.3 萬 | 0.3% | −248−2.6% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 10,360 | $119.6 萬 | 0.3% | −9,110−46.8% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 30,911 | $115.6 萬 | 0.3% | −9,766−24.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,063 | $114.3 萬 | 0.3% | +1,720+51.5% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 381 | $102.9 萬 | 0.3% | +73+23.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 3,518 | $98.7 萬 | 0.3% | −231−6.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,974 | $98.2 萬 | 0.3% | −11,664−45.5% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,932 | $97.4 萬 | 0.3% | −3,155−51.8% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 14,192 | $95.7 萬 | 0.3% | +2,817+24.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,782 | $93.2 萬 | 0.3% | −310−6.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,390 | $92.7 萬 | 0.3% | −284−6.1% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,262 | $91.7 萬 | 0.3% | +650+18.0% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（17 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PYPLPayPal Holdings, Inc. | Stock | 32,835 | $249.3 萬 | 0.7% | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 11,880 | $98.1 萬 | 0.3% | 歷史 |
| VTRSViatris Inc | Stock | 89,091 | $85.7 萬 | 0.2% | 歷史 |
| TPRTapestry, Inc. | COM | 19,476 | $84.0 萬 | 0.2% | 歷史 |
| DXCDXC Technology Co | Stock | 31,154 | $79.6 萬 | 0.2% | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 10,949 | $74.3 萬 | 0.2% | 歷史 |
| EBAYeBay Inc | COM | 13,770 | $61.1 萬 | 0.2% | 歷史 |
| EXELExelixis, Inc. | COM | 31,146 | $60.5 萬 | 0.2% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 9,302 | $53.4 萬 | 0.2% | 歷史 |
| DDominion Energy, Inc | Stock | 8,115 | $45.4 萬 | 0.1% | 歷史 |
| AAAlcoa Corp | Stock | 10,345 | $44.0 萬 | 0.1% | 歷史 |
| ETSYEtsy Inc | COM | 3,943 | $43.9 萬 | 0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 3,322 | $40.4 萬 | 0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 4,359 | $40.1 萬 | 0.1% | 歷史 |
| VTSVitesse Energy, Inc. | COMMON STOCK | 20,266 | $38.6 萬 | 0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,572 | $34.8 萬 | 0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5,287 | $24.0 萬 | 0.1% | 歷史 |