Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 141
- 較 2024 年第 4 季 +8
- 總值
- $3.03 億
- 較 2024 年第 4 季 −$541.9 萬 (−1.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 73,154 | $1,625 萬 | 5.4% | −7,351−9.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 40,647 | $1,526 萬 | 5.0% | +2,219+5.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,598 | $1,187 萬 | 3.9% | +777+3.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 109,069 | $1,182 萬 | 3.9% | +1,965+1.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 57,022 | $1,085 萬 | 3.6% | +3,035+5.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 30,749 | $870.2 萬 | 2.9% | +1,718+5.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 38,306 | $802.6 萬 | 2.7% | +3,826+11.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 20,763 | $727.7 萬 | 2.4% | +1,322+6.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,692 | $703.8 萬 | 2.3% | −1,249−4.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,409 | $693.3 萬 | 2.3% | −3,791−8.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 90,100 | $645.3 萬 | 2.1% | +1,260+1.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40,788 | $637.2 萬 | 2.1% | +5,587+15.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 22,813 | $613.8 萬 | 2.0% | +6,990+44.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 50,665 | $567.7 萬 | 1.9% | +2,484+5.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 89,412 | $545.3 萬 | 1.8% | −201−0.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,487 | $541.0 萬 | 1.8% | +142+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,688 | $538.3 萬 | 1.8% | −3,329−18.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 16,031 | $528.7 萬 | 1.7% | −1,542−8.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 30,075 | $465.1 萬 | 1.5% | +1,972+7.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,449 | $442.5 萬 | 1.5% | +1,248+17.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 30,203 | $422.3 萬 | 1.4% | +121+0.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 96,763 | $403.8 萬 | 1.3% | +10,346+12.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 14,790 | $396.9 萬 | 1.3% | +4,461+43.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 26,152 | $379.5 萬 | 1.3% | −2,194−7.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 10,726 | $352.9 萬 | 1.2% | −1,136−9.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 92,004 | $339.5 萬 | 1.1% | −84−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,733 | $330.0 萬 | 1.1% | +6,753+112.9% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 32,330 | $308.6 萬 | 1.0% | +99+0.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,232 | $301.4 萬 | 1.0% | +267+9.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 45,948 | $283.5 萬 | 0.9% | +180.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 36,686 | $260.1 萬 | 0.9% | −392−1.1% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,709 | $257.2 萬 | 0.9% | +937+24.8% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,471 | $255.8 萬 | 0.8% | +31+0.4% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 74,187 | $242.0 萬 | 0.8% | +1,156+1.6% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 18,171 | $235.7 萬 | 0.8% | +737+4.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,361 | $223.3 萬 | 0.7% | −380−13.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,912 | $221.6 萬 | 0.7% | −420−4.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,683 | $221.6 萬 | 0.7% | +222+9.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,910 | $213.7 萬 | 0.7% | +1,777+14.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 22,316 | $209.1 萬 | 0.7% | +22,316 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 17,040 | $207.5 萬 | 0.7% | −236−1.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,574 | $204.8 萬 | 0.7% | +6,574 | 新進 | 歷史 |
| SYFSynchrony Financial | COM | 37,926 | $200.8 萬 | 0.7% | −5,260−12.2% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 44,237 | $192.9 萬 | 0.6% | +567+1.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,744 | $181.9 萬 | 0.6% | +2,715+133.8% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,920 | $181.7 萬 | 0.6% | +1,245+184.4% | 加碼 | 歷史 |
| PHMPultegroup Inc | COM | 17,065 | $175.4 萬 | 0.6% | −6,865−28.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 24,743 | $167.5 萬 | 0.6% | −14,454−36.9% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 12,767 | $167.0 萬 | 0.6% | +301+2.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,095 | $164.8 萬 | 0.5% | +3,095 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 23,003 | $163.3 萬 | 0.5% | −754−3.2% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 23,560 | $159.6 萬 | 0.5% | +305+1.3% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 55,701 | $157.5 萬 | 0.5% | −2,836−4.8% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,021 | $146.2 萬 | 0.5% | +3,021 | 新進 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 18,934 | $140.3 萬 | 0.5% | −144−0.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 19,481 | $139.9 萬 | 0.5% | +6,084+45.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,732 | $138.6 萬 | 0.5% | −9,763−52.8% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 16,683 | $133.9 萬 | 0.4% | +392+2.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 9,958 | $131.9 萬 | 0.4% | −73−0.7% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 33,730 | $128.4 萬 | 0.4% | −457−1.3% | 減碼 | 歷史 |
| UGIUgi Corp | Stock | 36,969 | $122.3 萬 | 0.4% | −237−0.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,552 | $120.8 萬 | 0.4% | +458+9.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,147 | $119.6 萬 | 0.4% | −329−4.4% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,718 | $116.0 萬 | 0.4% | −121−0.8% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,817 | $113.1 萬 | 0.4% | +3,113+54.6% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 7,140 | $109.1 萬 | 0.4% | +7,140 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 3,850 | $107.1 萬 | 0.4% | −3,672−48.8% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,007 | $101.0 萬 | 0.3% | +6,007 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,656 | $100.7 萬 | 0.3% | −1,529−48.0% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 12,392 | $100.0 萬 | 0.3% | +1,027+9.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 9,510 | $99.9 萬 | 0.3% | −5,085−34.8% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 10,900 | $95.9 萬 | 0.3% | −3,684−25.3% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 14,584 | $95.5 萬 | 0.3% | −12,435−46.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,012 | $95.3 萬 | 0.3% | −802−3.7% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,869 | $94.9 萬 | 0.3% | −75−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,062 | $93.7 萬 | 0.3% | +7,062 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,164 | $92.7 萬 | 0.3% | +1,164 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,889 | $88.8 萬 | 0.3% | −1,814−15.5% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,332 | $88.3 萬 | 0.3% | −1,488−30.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,874 | $86.5 萬 | 0.3% | +976+9.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,757 | $85.3 萬 | 0.3% | −2,818−26.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,601 | $84.9 萬 | 0.3% | −64−0.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,437 | $83.8 萬 | 0.3% | +3,437 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 3,944 | $83.5 萬 | 0.3% | −1,093−21.7% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 6,560 | $82.0 萬 | 0.3% | −540−7.6% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 26,656 | $79.0 萬 | 0.3% | −207−0.8% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 10,125 | $78.4 萬 | 0.3% | +10,125 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 7,123 | $78.1 萬 | 0.3% | −357−4.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,743 | $70.1 萬 | 0.2% | −78−0.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 3,068 | $67.8 萬 | 0.2% | +255+9.1% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,414 | $67.7 萬 | 0.2% | +129+2.4% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 12,966 | $64.0 萬 | 0.2% | +12,966 | 新進 | 歷史 |
| OKEONEOK Inc | COM | 6,223 | $61.7 萬 | 0.2% | −611−8.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 24,350 | $61.7 萬 | 0.2% | +7,465+44.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,983 | $61.5 萬 | 0.2% | +144+2.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,241 | $60.2 萬 | 0.2% | +1,241 | 新進 | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,386 | $58.5 萬 | 0.2% | −23−0.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,914 | $58.4 萬 | 0.2% | +1,914 | 新進 | 歷史 |
| LKQLKQ Corp | COM | 13,617 | $57.9 萬 | 0.2% | −103−0.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,047 | $57.9 萬 | 0.2% | +72+2.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（13 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 24,759 | $189.3 萬 | 0.6% | 歷史 |
| CVSCVS Health Corp | Stock | 33,752 | $151.5 萬 | 0.5% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 20,234 | $120.9 萬 | 0.4% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 4,705 | $92.9 萬 | 0.3% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 11,143 | $85.7 萬 | 0.3% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 8,511 | $80.0 萬 | 0.3% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 106 | $52.7 萬 | 0.2% | 歷史 |
| NVTnVent Electric plc | SHS | 7,612 | $51.9 萬 | 0.2% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 34,616 | $49.8 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 5,654 | $46.5 萬 | 0.2% | 歷史 |
| INGRIngredion Inc | COM | 3,004 | $41.3 萬 | 0.1% | 歷史 |
| MCKMcKesson Corp | Stock | 647 | $36.9 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 2,053 | $28.3 萬 | 0.1% | 歷史 |