Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 146
- 較 2025 年第 2 季 +5
- 總值
- $3.45 億
- 較 2025 年第 2 季 +$1,409 萬 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 109,349 | $2,040 萬 | 5.9% | −3,052−2.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,443 | $1,939 萬 | 5.6% | −2,164−5.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 61,059 | $1,555 萬 | 4.5% | −4,750−7.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 64,876 | $1,424 萬 | 4.1% | +9,403+17.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 42,159 | $1,391 萬 | 4.0% | +2,178+5.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,946 | $1,318 萬 | 3.8% | −1,953−9.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 50,064 | $1,217 萬 | 3.5% | +8,746+21.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,779 | $813.1 萬 | 2.4% | −2,962−10.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 28,676 | $708.2 萬 | 2.1% | −5,213−15.4% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 56,624 | $628.5 萬 | 1.8% | +5,677+11.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 13,371 | $594.6 萬 | 1.7% | −446−3.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,083 | $576.5 萬 | 1.7% | −1,902−13.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 17,212 | $571.7 萬 | 1.7% | −5,405−23.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 15,282 | $521.7 萬 | 1.5% | −3,626−19.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,011 | $511.7 萬 | 1.5% | +437+2.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,508 | $501.0 萬 | 1.5% | +1,788+14.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 94,387 | $486.9 萬 | 1.4% | −2,543−2.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 72,776 | $482.7 萬 | 1.4% | −21,925−23.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,626 | $439.5 萬 | 1.3% | −1,652−9.6% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 29,468 | $429.4 萬 | 1.2% | −1,569−5.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,730 | $425.4 萬 | 1.2% | −11,259−23.0% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 25,424 | $411.7 萬 | 1.2% | −2,316−8.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 49,168 | $371.2 萬 | 1.1% | +9,240+23.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 81,913 | $369.4 萬 | 1.1% | −7,906−8.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,945 | $353.1 萬 | 1.0% | −158−5.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,248 | $353.1 萬 | 1.0% | −4,517−22.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,238 | $352.9 萬 | 1.0% | −392−2.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,429 | $352.7 萬 | 1.0% | −303−6.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,919 | $349.9 萬 | 1.0% | +5,293+114.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,420 | $317.6 萬 | 0.9% | +266+0.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 111,777 | $315.7 萬 | 0.9% | −11,073−9.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 98,953 | $310.9 萬 | 0.9% | −4,429−4.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 10,683 | $307.9 萬 | 0.9% | −2,085−16.3% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 41,084 | $291.9 萬 | 0.8% | +88+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,193 | $291.5 萬 | 0.8% | −6,235−46.4% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 21,264 | $281.0 萬 | 0.8% | +4,234+24.9% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,796 | $276.4 萬 | 0.8% | +3,352+52.0% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 22,805 | $270.1 萬 | 0.8% | +22,805 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,553 | $241.3 萬 | 0.7% | −508−5.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 24,905 | $237.8 萬 | 0.7% | +7,159+40.3% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 26,001 | $236.5 萬 | 0.7% | +2,409+10.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,546 | $235.7 萬 | 0.7% | −613−19.4% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,559 | $230.2 萬 | 0.7% | +12,010+42.1% | 加碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 11,536 | $226.4 萬 | 0.7% | −6,273−35.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,939 | $226.1 萬 | 0.7% | −7−0.4% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 3,037 | $218.2 萬 | 0.6% | −158−4.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 24,862 | $208.4 萬 | 0.6% | −2,664−9.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,921 | $202.0 萬 | 0.6% | +9,921 | 新進 | 歷史 |
| ACNAccenture plc | Stock | 7,585 | $187.0 萬 | 0.5% | +2,902+62.0% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 57,047 | $186.0 萬 | 0.5% | −17,470−23.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 13,789 | $184.6 萬 | 0.5% | +13,789 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 12,190 | $176.2 萬 | 0.5% | −4,519−27.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 17,834 | $174.7 萬 | 0.5% | +1,383+8.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 8,086 | $174.5 萬 | 0.5% | −654−7.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 17,004 | $172.6 萬 | 0.5% | −1,462−7.9% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 8,036 | $171.8 萬 | 0.5% | +2,270+39.4% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 7,887 | $171.3 萬 | 0.5% | +990+14.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,227 | $162.2 萬 | 0.5% | −308−8.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,714 | $161.6 萬 | 0.5% | +2,076+27.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 9,431 | $157.8 萬 | 0.5% | −574−5.7% | 減碼 | 歷史 |
| KRKroger Co | Stock | 22,881 | $154.2 萬 | 0.4% | −1,978−8.0% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 9,324 | $146.9 萬 | 0.4% | −3,421−26.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,139 | $145.5 萬 | 0.4% | +1,848+43.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,892 | $138.9 萬 | 0.4% | +9,892 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 4,893 | $138.1 萬 | 0.4% | −3,602−42.4% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,492 | $137.7 萬 | 0.4% | −510−5.7% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,640 | $129.0 萬 | 0.4% | −153−1.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 31,783 | $124.7 萬 | 0.4% | +8,496+36.5% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 6,165 | $124.5 萬 | 0.4% | +2,561+71.1% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 28,463 | $120.2 萬 | 0.3% | −23,429−45.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,129 | $113.6 萬 | 0.3% | −83−0.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,473 | $112.4 萬 | 0.3% | −1,102−42.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,819 | $105.9 萬 | 0.3% | −440−6.1% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 13,464 | $103.2 萬 | 0.3% | −850−5.9% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,097 | $103.0 萬 | 0.3% | −110−5.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 12,553 | $100.3 萬 | 0.3% | −645−4.9% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 6,640 | $100.2 萬 | 0.3% | −351−5.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,063 | $97.8 萬 | 0.3% | −55−4.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,491 | $97.2 萬 | 0.3% | +1,749+25.9% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,155 | $94.0 萬 | 0.3% | −874−14.5% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 12,252 | $92.0 萬 | 0.3% | −13,193−51.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,683 | $91.6 萬 | 0.3% | +200+2.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 19,964 | $87.7 萬 | 0.3% | −1,291−6.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,541 | $87.6 萬 | 0.3% | −554−7.8% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 25,034 | $86.8 萬 | 0.3% | −1,750−6.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,020 | $84.6 萬 | 0.2% | +82+2.1% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 9,303 | $84.4 萬 | 0.2% | −612−6.2% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 3,831 | $81.5 萬 | 0.2% | −353−8.4% | 減碼 | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 9,563 | $78.6 萬 | 0.2% | −9,461−49.7% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,491 | $76.6 萬 | 0.2% | +82+1.5% | 加碼 | 歷史 |
| ADTADT Inc. | COM | 86,735 | $75.5 萬 | 0.2% | −2,556−2.9% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 6,131 | $73.5 萬 | 0.2% | −20−0.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,158 | $71.9 萬 | 0.2% | +85+2.8% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 4,177 | $71.1 萬 | 0.2% | −234−5.3% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 1,402 | $69.9 萬 | 0.2% | −142−9.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,146 | $68.0 萬 | 0.2% | −647−6.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,037 | $67.5 萬 | 0.2% | +4,037 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 9,635 | $66.3 萬 | 0.2% | +9,635 | 新進 | 歷史 |
| FLEXFlex Ltd. | Stock | 11,308 | $65.6 萬 | 0.2% | +11,308 | 新進 | 歷史 |
| MLIMueller Industries Inc | COM | 6,465 | $65.4 萬 | 0.2% | +6,465 | 新進 | 歷史 |
2025 年第 2 季之後清倉（13 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 1,923 | $101.8 萬 | 0.3% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 2,408 | $98.4 萬 | 0.3% | 歷史 |
| METMetlife Inc | Stock | 10,548 | $84.8 萬 | 0.3% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,861 | $79.3 萬 | 0.2% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 8,715 | $61.3 萬 | 0.2% | 歷史 |
| FOXAFox Corp | CL A COM | 10,093 | $56.6 萬 | 0.2% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 25,866 | $52.9 萬 | 0.2% | 歷史 |
| CNCCentene Corp | Stock | 9,567 | $51.9 萬 | 0.2% | 歷史 |
| SLGNSilgan Holdings Inc | COM | 8,869 | $48.1 萬 | 0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 20,491 | $41.9 萬 | 0.1% | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 3,121 | $34.8 萬 | 0.1% | 歷史 |
| PAYXPaychex Inc | Stock | 1,661 | $24.2 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 2,274 | $22.4 萬 | 0.1% | 歷史 |