Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/31 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 143
- 較 2023 年第 3 季 0
- 總值
- $3.55 億
- 較 2023 年第 3 季 +$1,021 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 60,255 | $2,266 萬 | 6.4% | −2,967−4.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 91,685 | $1,765 萬 | 5.0% | −1,328−1.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 29,451 | $1,042 萬 | 2.9% | +2,637+9.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 27,513 | $953.4 萬 | 2.7% | +324+1.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 197,168 | $864.6 萬 | 2.4% | −12,847−6.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 50,042 | $851.2 萬 | 2.4% | −4,483−8.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,483 | $815.1 萬 | 2.3% | −3,352−17.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,451 | $812.1 萬 | 2.3% | −2,695−4.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 46,272 | $717.1 萬 | 2.0% | +6,438+16.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 46,515 | $655.5 萬 | 1.8% | −1,557−3.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 64,455 | $606.4 萬 | 1.7% | −9,452−12.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,993 | $536.5 萬 | 1.5% | −228−2.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 33,231 | $529.3 萬 | 1.5% | −3,086−8.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 99,934 | $504.9 萬 | 1.4% | −48,080−32.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 50,466 | $504.6 萬 | 1.4% | −1,586−3.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 25,078 | $469.8 萬 | 1.3% | −5,653−18.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 91,200 | $467.9 萬 | 1.3% | −11,837−11.5% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 49,587 | $461.6 萬 | 1.3% | −15,482−23.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 43,768 | $461.4 萬 | 1.3% | −2,172−4.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,067 | $454.0 萬 | 1.3% | −20.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,689 | $434.5 萬 | 1.2% | +707+4.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 14,135 | $417.9 萬 | 1.2% | +2,553+22.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 37,902 | $413.2 萬 | 1.2% | −6,064−13.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 70,021 | $412.6 萬 | 1.2% | −952−1.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 24,314 | $397.7 萬 | 1.1% | −3,895−13.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,428 | $395.6 萬 | 1.1% | −2,630−13.8% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 73,694 | $379.1 萬 | 1.1% | −6,608−8.2% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 28,943 | $376.3 萬 | 1.1% | −4,128−12.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,658 | $373.5 萬 | 1.1% | −1,690−23.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,010 | $372.9 萬 | 1.1% | −867−3.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,710 | $359.1 萬 | 1.0% | −50−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,173 | $352.2 萬 | 1.0% | −1,497−9.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 43,317 | $342.0 萬 | 1.0% | −1,925−4.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 55,454 | $336.8 萬 | 0.9% | −6,666−10.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 22,578 | $336.8 萬 | 0.9% | −3,177−12.3% | 減碼 | 歷史 |
| BPBP PLC | ADR | 92,776 | $328.4 萬 | 0.9% | −15,251−14.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 47,164 | $324.5 萬 | 0.9% | +4,001+9.3% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 30,780 | $317.7 萬 | 0.9% | −2,204−6.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,837 | $311.5 萬 | 0.9% | −610−13.7% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 68,334 | $295.8 萬 | 0.8% | +29,080+74.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 85,586 | $288.2 萬 | 0.8% | −3,172−3.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,196 | $286.1 萬 | 0.8% | −2,424−11.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 29,394 | $286.1 萬 | 0.8% | −6,282−17.6% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 17,804 | $275.7 萬 | 0.8% | −3,138−15.0% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 5,902 | $273.3 萬 | 0.8% | +1,673+39.6% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 38,324 | $269.1 萬 | 0.8% | −6,366−14.2% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 7,462 | $261.8 萬 | 0.7% | −505−6.3% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 5,551 | $261.8 萬 | 0.7% | −2,739−33.0% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 29,149 | $243.5 萬 | 0.7% | −11,683−28.6% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 65,745 | $242.7 萬 | 0.7% | −10,033−13.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,609 | $239.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 62,469 | $235.5 萬 | 0.7% | −7,455−10.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,718 | $233.6 萬 | 0.7% | +3,342+242.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 23,718 | $230.2 萬 | 0.6% | −4,067−14.6% | 減碼 | 歷史 |
| TDToronto Dominion Bank | Stock | 34,967 | $226.0 萬 | 0.6% | −5,992−14.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,194 | $224.1 萬 | 0.6% | +13,194 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 9,406 | $212.6 萬 | 0.6% | +3,768+66.8% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 13,655 | $212.2 萬 | 0.6% | −767−5.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 22,348 | $208.4 萬 | 0.6% | −4,164−15.7% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 25,232 | $204.4 萬 | 0.6% | −1,167−4.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,154 | $202.3 萬 | 0.6% | +977+30.8% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 13,477 | $200.9 萬 | 0.6% | +1,429+11.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 117,562 | $197.3 萬 | 0.6% | −21,019−15.2% | 減碼 | 歷史 |
| BENFranklin Templeton Inc | COM | 61,318 | $182.7 萬 | 0.5% | −11,516−15.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,932 | $178.2 萬 | 0.5% | −1,136−22.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,882 | $168.0 萬 | 0.5% | +2,882 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 43,422 | $167.3 萬 | 0.5% | +13,568+45.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 13,465 | $163.6 萬 | 0.5% | −2,401−15.1% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 72,703 | $156.5 萬 | 0.4% | −354−0.5% | 減碼 | 歷史 |
| IPInternational Paper Co | COM | 43,002 | $155.5 萬 | 0.4% | −7,383−14.7% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 29,278 | $151.4 萬 | 0.4% | −2,011−6.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 50,949 | $146.7 萬 | 0.4% | +3,127+6.5% | 加碼 | 歷史 |
| CICigna Group | Stock | 4,835 | $144.8 萬 | 0.4% | −21−0.4% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 6,378 | $143.8 萬 | 0.4% | −440−6.5% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 19,027 | $141.7 萬 | 0.4% | −3,412−15.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 34,457 | $138.6 萬 | 0.4% | −20,638−37.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,198 | $135.6 萬 | 0.4% | +3,047+49.5% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 23,066 | $135.0 萬 | 0.4% | −6,631−22.3% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,523 | $133.7 萬 | 0.4% | −836−6.8% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 20,183 | $133.5 萬 | 0.4% | −1,388−6.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 26,459 | $130.2 萬 | 0.4% | −174−0.7% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 9,367 | $127.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 36,458 | $126.4 萬 | 0.4% | −12,713−25.9% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,083 | $122.0 萬 | 0.3% | −523−4.9% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 46,086 | $120.3 萬 | 0.3% | −26,107−36.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 10,091 | $120.2 萬 | 0.3% | −1,618−13.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,655 | $120.0 萬 | 0.3% | −49−0.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,194 | $116.7 萬 | 0.3% | −1,416−14.7% | 減碼 | 歷史 |
| TNLTravel & Leisure Co. | COM | 27,119 | $106.0 萬 | 0.3% | −4,403−14.0% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 7,603 | $105.3 萬 | 0.3% | −1,306−14.7% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 4,042 | $105.0 萬 | 0.3% | −25−0.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 20,039 | $100.7 萬 | 0.3% | +20,039 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 13,462 | $99.9 萬 | 0.3% | −88−0.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 275 | $97.5 萬 | 0.3% | −106−27.8% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 19,612 | $89.1 萬 | 0.3% | +19,612 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,483 | $89.0 萬 | 0.3% | −29−0.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,410 | $88.9 萬 | 0.3% | +40+1.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 10,472 | $88.1 萬 | 0.2% | −67−0.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,262 | $87.3 萬 | 0.2% | −14−0.6% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,534 | $87.1 萬 | 0.2% | −76−0.7% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（18 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 1,922 | $84.5 萬 | 0.2% | 歷史 |
| CACICACI International Inc | CL A | 2,563 | $80.5 萬 | 0.2% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 14,419 | $74.8 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 3,592 | $74.7 萬 | 0.2% | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,251 | $66.2 萬 | 0.2% | 歷史 |
| TSNTyson Foods, Inc. | Stock | 12,993 | $65.6 萬 | 0.2% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 8,865 | $44.5 萬 | 0.1% | 歷史 |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 3,002 | $43.0 萬 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 3,301 | $39.7 萬 | 0.1% | 歷史 |
| PEverpure, Inc. | CL A | 10,969 | $39.1 萬 | 0.1% | 歷史 |
| OLNOLIN Corp | Stock | 7,509 | $37.5 萬 | 0.1% | 歷史 |
| RSReliance, Inc. | COM | 1,388 | $36.4 萬 | 0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4,377 | $34.2 萬 | 0.1% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 7,813 | $33.0 萬 | 0.1% | 歷史 |
| RRCRange Resources Corp | COM | 10,156 | $32.9 萬 | 0.1% | 歷史 |
| UGIUgi Corp | Stock | 13,294 | $30.6 萬 | 0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 10,060 | $27.2 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,270 | $25.8 萬 | 0.1% | 歷史 |