Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 141
- 較 2025 年第 1 季 0
- 總值
- $3.31 億
- 較 2025 年第 1 季 +$2,876 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 39,607 | $1,970 萬 | 5.9% | −1,040−2.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 112,401 | $1,776 萬 | 5.4% | +3,332+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 19,899 | $1,469 萬 | 4.4% | −699−3.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 65,809 | $1,350 萬 | 4.1% | −7,345−10.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 55,473 | $1,217 萬 | 3.7% | −1,549−2.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 39,981 | $1,102 萬 | 3.3% | −1,428−3.4% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 33,889 | $904.4 萬 | 2.7% | +3,140+10.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,741 | $833.2 萬 | 2.5% | +49+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 41,318 | $728.1 萬 | 2.2% | +11,243+37.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 22,617 | $721.4 萬 | 2.2% | −196−0.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 18,908 | $671.3 萬 | 2.0% | −1,855−8.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 94,701 | $670.0 萬 | 2.0% | +4,601+5.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 50,947 | $564.8 萬 | 1.7% | +282+0.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 13,985 | $542.9 萬 | 1.6% | −2,046−12.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 48,989 | $528.1 萬 | 1.6% | +3,502+7.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,428 | $492.3 萬 | 1.5% | −1,260−8.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 96,930 | $458.7 萬 | 1.4% | +167+0.2% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 27,740 | $445.4 萬 | 1.3% | −4,590−14.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,817 | $438.9 萬 | 1.3% | +1,084+8.5% | 加碼 | 歷史 |
| CICigna Group | Stock | 12,768 | $422.1 萬 | 1.3% | +2,042+19.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 89,819 | $415.8 萬 | 1.3% | +407+0.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,103 | $415.5 萬 | 1.3% | −129−4.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,720 | $396.8 萬 | 1.2% | +4,271+50.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,278 | $377.7 萬 | 1.1% | −12,925−42.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 103,382 | $369.0 萬 | 1.1% | +11,378+12.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,765 | $366.9 萬 | 1.1% | −18,541−48.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,574 | $365.0 萬 | 1.1% | −20,214−49.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 122,850 | $355.5 萬 | 1.1% | +67,149+120.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,732 | $334.9 萬 | 1.0% | +23+0.5% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 17,809 | $331.5 萬 | 1.0% | −362−2.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,630 | $322.8 萬 | 1.0% | −8,522−32.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,154 | $320.2 萬 | 1.0% | +206+0.4% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 31,037 | $317.5 萬 | 1.0% | +20,912+206.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,159 | $312.7 萬 | 0.9% | +798+33.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 39,928 | $277.2 萬 | 0.8% | +3,242+8.8% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 40,996 | $273.6 萬 | 0.8% | +3,070+8.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,061 | $267.1 萬 | 0.8% | +149+1.7% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 8,495 | $246.1 萬 | 0.7% | +24+0.3% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 74,517 | $242.9 萬 | 0.7% | +330+0.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 27,526 | $220.5 萬 | 0.7% | +8,045+41.3% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 16,709 | $206.3 萬 | 0.6% | −331−1.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,946 | $204.2 萬 | 0.6% | +26+1.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,575 | $200.7 萬 | 0.6% | −108−4.0% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 51,892 | $190.2 萬 | 0.6% | +18,162+53.8% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 25,445 | $188.5 萬 | 0.6% | +13,053+105.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 8,740 | $183.1 萬 | 0.6% | +8,740 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 6,444 | $179.9 萬 | 0.5% | −130−2.0% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 17,030 | $179.6 萬 | 0.5% | −35−0.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 4,626 | $179.0 萬 | 0.5% | −118−2.5% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 12,745 | $178.6 萬 | 0.5% | −22−0.2% | 減碼 | 歷史 |
| KRKroger Co | Stock | 24,859 | $178.3 萬 | 0.5% | +116+0.5% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 23,592 | $175.7 萬 | 0.5% | +32+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,535 | $171.7 萬 | 0.5% | +440+14.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,523 | $164.8 萬 | 0.5% | +3,523 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,002 | $164.0 萬 | 0.5% | +270+3.1% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,746 | $161.9 萬 | 0.5% | +17,746 | 新進 | 歷史 |
| CCitigroup Inc | Stock | 18,466 | $157.2 萬 | 0.5% | −4,537−19.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 16,451 | $153.5 萬 | 0.5% | +4,577+38.5% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 6,897 | $150.4 萬 | 0.5% | +3,851+126.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 10,005 | $146.1 萬 | 0.4% | +47+0.5% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 28,549 | $140.4 萬 | 0.4% | −15,688−35.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 4,683 | $140.0 萬 | 0.4% | +4,683 | 新進 | 歷史 |
| UGIUgi Corp | Stock | 36,124 | $131.6 萬 | 0.4% | −845−2.3% | 減碼 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 19,024 | $128.4 萬 | 0.4% | +90+0.5% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,793 | $123.2 萬 | 0.4% | +75+0.5% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,212 | $122.1 萬 | 0.4% | +1,395+15.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,638 | $121.6 萬 | 0.4% | −6,272−45.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 13,198 | $120.0 萬 | 0.4% | −9,118−40.9% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,207 | $117.8 萬 | 0.4% | −814−26.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,322 | $117.6 萬 | 0.4% | −230−4.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,291 | $117.0 萬 | 0.4% | −10,499−71.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,118 | $114.9 萬 | 0.3% | −46−4.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,237 | $112.7 萬 | 0.3% | +4,348+44.0% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,195 | $111.9 萬 | 0.3% | −137−4.1% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 14,314 | $110.2 萬 | 0.3% | −270−1.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,259 | $103.9 萬 | 0.3% | +112+1.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,923 | $101.8 萬 | 0.3% | +9+0.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 23,287 | $100.9 萬 | 0.3% | +8,404+56.5% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,408 | $98.4 萬 | 0.3% | +1,117+86.5% | 加碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 5,766 | $97.3 萬 | 0.3% | −241−4.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,095 | $96.5 萬 | 0.3% | +33+0.5% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 26,784 | $92.1 萬 | 0.3% | +128+0.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 21,255 | $92.0 萬 | 0.3% | +243+1.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,938 | $91.7 萬 | 0.3% | −6−0.2% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,915 | $90.3 萬 | 0.3% | +46+0.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,991 | $89.8 萬 | 0.3% | −292−4.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,483 | $85.1 萬 | 0.3% | −27−0.3% | 減碼 | 歷史 |
| METMetlife Inc | Stock | 10,548 | $84.8 萬 | 0.3% | −6,135−36.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,742 | $83.6 萬 | 0.3% | −1,859−21.6% | 減碼 | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 7,734 | $83.4 萬 | 0.3% | +7,734 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,029 | $82.2 萬 | 0.2% | +6,029 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,793 | $80.2 萬 | 0.2% | +50+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,861 | $79.3 萬 | 0.2% | +104+1.3% | 加碼 | 歷史 |
| ADTADT Inc. | COM | 89,291 | $75.6 萬 | 0.2% | +18,290+25.8% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 1,544 | $73.6 萬 | 0.2% | +1,544 | 新進 | 歷史 |
| MTZMastec Inc | COM | 4,184 | $71.3 萬 | 0.2% | +4,184 | 新進 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,409 | $69.2 萬 | 0.2% | −5−0.1% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,073 | $67.1 萬 | 0.2% | +26+0.9% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 3,604 | $65.6 萬 | 0.2% | −3,536−49.5% | 減碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 8,715 | $61.3 萬 | 0.2% | +40+0.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（15 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CORCencora, Inc. | Stock | 3,850 | $107.1 萬 | 0.4% | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,656 | $100.7 萬 | 0.3% | 歷史 |
| FDXFedEx Corp | Stock | 3,437 | $83.8 萬 | 0.3% | 歷史 |
| FISVFiserv Inc | Stock | 3,068 | $67.8 萬 | 0.2% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,983 | $61.5 萬 | 0.2% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,241 | $60.2 萬 | 0.2% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,386 | $58.5 萬 | 0.2% | 歷史 |
| LKQLKQ Corp | COM | 13,617 | $57.9 萬 | 0.2% | 歷史 |
| SGISomnigroup International Inc. | COM | 9,446 | $56.6 萬 | 0.2% | 歷史 |
| PPCPilgrims Pride Corp | Stock | 10,225 | $55.7 萬 | 0.2% | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 12,295 | $46.5 萬 | 0.2% | 歷史 |
| LENLennar Corp | CL A | 3,421 | $39.3 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 7,566 | $31.6 萬 | 0.1% | 歷史 |
| RIORio Tinto PLC | ADR | 3,527 | $21.2 萬 | 0.1% | 歷史 |
| HLNHaleon plc | ADR | 12,902 | $13.3 萬 | <0.1% | 歷史 |