Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 133
- 較 2024 年第 3 季 −4
- 總值
- $3.08 億
- 較 2024 年第 3 季 −$7,414 萬 (−19.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 80,505 | $2,016 萬 | 6.5% | −6,842−7.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,428 | $1,620 萬 | 5.3% | −12,149−24.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 107,104 | $1,438 萬 | 4.7% | +8,507+8.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,987 | $1,184 萬 | 3.8% | −6,730−11.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,821 | $1,161 萬 | 3.8% | −4,679−19.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 45,200 | $1,048 萬 | 3.4% | −5,777−11.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,941 | $717.7 萬 | 2.3% | −5,888−16.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,017 | $700.8 萬 | 2.3% | −7,231−28.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 29,031 | $695.6 萬 | 2.3% | −4,088−12.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 35,201 | $670.4 萬 | 2.2% | −6,167−14.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 17,573 | $637.5 萬 | 2.1% | +3,454+24.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 19,441 | $614.4 萬 | 2.0% | −3,230−14.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 34,480 | $612.7 萬 | 2.0% | −14,046−28.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 88,840 | $553.1 萬 | 1.8% | −37,005−29.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,103 | $532.0 萬 | 1.7% | −109−0.4% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 89,613 | $506.9 萬 | 1.6% | −30,168−25.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,082 | $501.3 萬 | 1.6% | +1,866+6.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,345 | $487.8 萬 | 1.6% | −4,810−9.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 15,823 | $469.6 萬 | 1.5% | −2,371−13.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 28,346 | $461.0 萬 | 1.5% | −4,163−12.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 48,181 | $445.0 萬 | 1.4% | −15,942−24.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 86,417 | $379.8 萬 | 1.2% | +564+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,201 | $364.3 萬 | 1.2% | −4,912−40.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 92,088 | $345.6 萬 | 1.1% | −32,314−26.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,329 | $345.3 萬 | 1.1% | −1,367−11.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,862 | $327.6 萬 | 1.1% | −289−2.4% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 32,231 | $290.8 萬 | 0.9% | +2,885+9.8% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 43,186 | $280.7 萬 | 0.9% | −7,715−15.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 45,930 | $271.9 萬 | 0.9% | −32,343−41.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 37,078 | $265.8 萬 | 0.9% | −8,854−19.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,965 | $264.3 萬 | 0.9% | −266−8.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 43,670 | $264.2 萬 | 0.9% | +6,796+18.4% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 23,930 | $260.6 萬 | 0.8% | −7,650−24.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,741 | $251.1 萬 | 0.8% | −695−20.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,980 | $241.5 萬 | 0.8% | −529−8.1% | 減碼 | 歷史 |
| KRKroger Co | Stock | 39,197 | $239.7 萬 | 0.8% | +263+0.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,440 | $233.2 萬 | 0.8% | −956−10.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 18,495 | $222.6 萬 | 0.7% | −20,191−52.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,772 | $216.0 萬 | 0.7% | +26+0.7% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 73,031 | $213.3 萬 | 0.7% | +485+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 17,276 | $208.7 萬 | 0.7% | −1,529−8.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,332 | $205.1 萬 | 0.7% | −9,009−49.1% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,185 | $202.6 萬 | 0.7% | +2,239+236.7% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 17,434 | $190.7 萬 | 0.6% | +17,434 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,461 | $190.0 萬 | 0.6% | −1,228−33.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 24,759 | $189.3 萬 | 0.6% | −8,417−25.4% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 58,559 | $189.0 萬 | 0.6% | −7,408−11.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 12,133 | $186.4 萬 | 0.6% | −2,228−15.5% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 12,861 | $185.1 萬 | 0.6% | +12,861 | 新進 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 27,019 | $182.3 萬 | 0.6% | +50+0.2% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 7,522 | $169.0 萬 | 0.5% | +5,391+253.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 23,757 | $167.2 萬 | 0.5% | −21,654−47.7% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 12,466 | $163.7 萬 | 0.5% | −4,014−24.4% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 4,820 | $156.1 萬 | 0.5% | −3,190−39.8% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 33,752 | $151.5 萬 | 0.5% | −5,176−13.3% | 減碼 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 19,078 | $146.7 萬 | 0.5% | +126+0.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 14,595 | $144.7 萬 | 0.5% | +2,304+18.7% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 23,255 | $144.1 萬 | 0.5% | −4,833−17.2% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 14,584 | $134.9 萬 | 0.4% | +36+0.2% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 16,291 | $133.4 萬 | 0.4% | −5,257−24.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,575 | $133.4 萬 | 0.4% | −7,986−43.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 58,537 | $133.3 萬 | 0.4% | −64,823−52.5% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 34,187 | $129.4 萬 | 0.4% | −32,097−48.4% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,839 | $129.3 萬 | 0.4% | +102+0.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 20,234 | $120.9 萬 | 0.4% | −2,082−9.3% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 6,572 | $116.5 萬 | 0.4% | −4,393−40.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,703 | $116.4 萬 | 0.4% | −9,695−45.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 10,031 | $116.1 萬 | 0.4% | +66+0.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,037 | $113.8 萬 | 0.4% | −3,830−43.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,476 | $108.3 萬 | 0.4% | −6,775−47.5% | 減碼 | 歷史 |
| UGIUgi Corp | Stock | 37,206 | $105.0 萬 | 0.3% | +484+1.3% | 加碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 7,100 | $101.5 萬 | 0.3% | −39−0.5% | 減碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 56,144 | $98.4 萬 | 0.3% | +362+0.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,665 | $96.5 萬 | 0.3% | +3,643+72.5% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 13,397 | $94.1 萬 | 0.3% | +91+0.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,094 | $93.4 萬 | 0.3% | −449−8.1% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 26,863 | $93.1 萬 | 0.3% | +178+0.7% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 4,705 | $92.9 萬 | 0.3% | −437−8.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 7,480 | $92.7 萬 | 0.3% | −12,117−61.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,821 | $92.4 萬 | 0.3% | +72+0.7% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,944 | $91.8 萬 | 0.3% | −10,585−51.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,029 | $90.2 萬 | 0.3% | −4,431−68.6% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 11,365 | $88.9 萬 | 0.3% | −979−7.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,814 | $87.2 萬 | 0.3% | −15,646−41.8% | 減碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,143 | $85.7 萬 | 0.3% | +74+0.7% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 8,511 | $80.0 萬 | 0.3% | +56+0.7% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 12,843 | $77.8 萬 | 0.3% | +86+0.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,685 | $75.9 萬 | 0.2% | −592−8.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 5,571 | $75.3 萬 | 0.2% | −1,929−25.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,839 | $70.5 萬 | 0.2% | −1,888−24.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 5,704 | $69.9 萬 | 0.2% | −3,270−36.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 675 | $69.2 萬 | 0.2% | −1,427−67.9% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 6,834 | $68.6 萬 | 0.2% | −14,287−67.6% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,898 | $65.7 萬 | 0.2% | −963−8.1% | 減碼 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,409 | $62.5 萬 | 0.2% | −71−1.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,975 | $61.8 萬 | 0.2% | −916−23.5% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,194 | $61.6 萬 | 0.2% | −6,712−67.8% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,285 | $60.3 萬 | 0.2% | −1,705−24.4% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,813 | $57.8 萬 | 0.2% | −251−8.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 14,998 | $57.1 萬 | 0.2% | +3,723+33.0% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（13 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LRCXLam Research Corp | COM | 1,906 | $155.5 萬 | 0.4% | 歷史 |
| MROMarathon Oil Corp | COM | 47,950 | $127.7 萬 | 0.3% | 歷史 |
| MMM3M Co | Stock | 8,882 | $121.4 萬 | 0.3% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 598 | $110.1 萬 | 0.3% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 4,931 | $97.9 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 2,539 | $89.7 萬 | 0.2% | 歷史 |
| VOYAVoya Financial, Inc. | COM | 9,586 | $75.9 萬 | 0.2% | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 18,692 | $55.3 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 3,351 | $50.2 萬 | 0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 3,596 | $45.4 萬 | 0.1% | 歷史 |
| IVZInvesco Ltd. | Stock | 25,739 | $45.2 萬 | 0.1% | 歷史 |
| CCKCrown Holdings, Inc. | COM | 3,554 | $34.1 萬 | 0.1% | 歷史 |
| UAAUnder Armour, Inc. | Stock | 34,065 | $30.4 萬 | 0.1% | 歷史 |