Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/26 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 147
- 較 2025 年第 3 季 +1
- 總值
- $3.33 億
- 較 2025 年第 3 季 −$1,228 萬 (−3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 90,702 | $1,692 萬 | 5.1% | −18,647−17.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 59,886 | $1,628 萬 | 4.9% | −1,173−1.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,382 | $1,614 萬 | 4.8% | −4,061−10.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,001 | $1,346 萬 | 4.0% | −7,063−14.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 37,123 | $1,285 萬 | 3.9% | −5,036−11.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,414 | $1,233 萬 | 3.7% | −11,462−17.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,313 | $1,077 萬 | 3.2% | −1,633−9.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,756 | $829.9 萬 | 2.5% | −23−0.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 57,253 | $702.7 萬 | 2.1% | +629+1.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 21,082 | $661.6 萬 | 2.0% | +71+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 27,616 | $628.9 萬 | 1.9% | −1,060−3.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 10,868 | $622.6 萬 | 1.9% | −1,215−10.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 16,627 | $615.1 萬 | 1.8% | −585−3.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 61,075 | $610.2 萬 | 1.8% | +36,170+145.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 104,570 | $564.1 萬 | 1.7% | +22,657+27.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,351 | $555.4 萬 | 1.7% | −1,020−7.6% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 94,763 | $521.2 萬 | 1.6% | +376+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,715 | $481.0 萬 | 1.4% | −1,567−10.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,906 | $456.2 萬 | 1.4% | +176+0.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 64,257 | $449.2 萬 | 1.3% | −8,519−11.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,176 | $441.4 萬 | 1.3% | −62−0.4% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 25,547 | $406.8 萬 | 1.2% | +123+0.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,086 | $399.0 萬 | 1.2% | −2,422−16.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 49,133 | $394.4 萬 | 1.2% | −35−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,005 | $388.5 萬 | 1.2% | +1,757+11.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,416 | $388.2 萬 | 1.2% | −13−0.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,590 | $358.9 萬 | 1.1% | +170+0.4% | 加碼 | 歷史 |
| SYFSynchrony Financial | COM | 41,347 | $345.0 萬 | 1.0% | +263+0.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,774 | $298.1 萬 | 0.9% | +1,301+88.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 98,937 | $295.7 萬 | 0.9% | −160.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,765 | $287.8 萬 | 0.9% | −861−5.5% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,861 | $283.6 萬 | 0.9% | +302+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,936 | $277.8 萬 | 0.8% | +24,936 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 8,436 | $276.1 萬 | 0.8% | −1,360−13.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,427 | $249.6 萬 | 0.7% | −126−1.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 8,676 | $232.8 萬 | 0.7% | +1,091+14.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 24,790 | $231.0 萬 | 0.7% | −72−0.3% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 26,168 | $227.9 萬 | 0.7% | +167+0.6% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 20,381 | $218.3 萬 | 0.7% | −2,424−10.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,934 | $207.0 萬 | 0.6% | −5−0.3% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 17,596 | $206.3 萬 | 0.6% | −3,668−17.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 79,263 | $197.4 萬 | 0.6% | +56,743+252.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 16,788 | $195.9 萬 | 0.6% | −216−1.3% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 11,115 | $190.3 萬 | 0.6% | −2,674−19.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,472 | $188.3 萬 | 0.6% | −1,721−23.9% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 14,050 | $184.1 萬 | 0.6% | −15,418−52.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 6,480 | $183.6 萬 | 0.6% | −1,556−19.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,088 | $180.1 萬 | 0.5% | −458−18.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 19,100 | $179.1 萬 | 0.5% | −10,350−35.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| KRKroger Co | Stock | 28,217 | $176.3 萬 | 0.5% | +5,336+23.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 9,404 | $172.5 萬 | 0.5% | −27−0.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,744 | $166.7 萬 | 0.5% | +30+0.3% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,449 | $165.0 萬 | 0.5% | −588−19.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,186 | $163.9 萬 | 0.5% | +47+0.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,565 | $162.3 萬 | 0.5% | −1,625−13.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,216 | $161.7 萬 | 0.5% | −11−0.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 31,688 | $160.9 萬 | 0.5% | −95−0.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 7,402 | $160.7 萬 | 0.5% | −684−8.5% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 56,895 | $160.0 萬 | 0.5% | −152−0.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 5,761 | $158.6 萬 | 0.5% | −4,922−46.1% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,927 | $153.8 萬 | 0.5% | +34+0.7% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 6,729 | $153.4 萬 | 0.5% | −1,158−14.7% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 9,443 | $151.8 萬 | 0.5% | +119+1.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 8,000 | $147.4 萬 | 0.4% | −1,921−19.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,864 | $141.6 萬 | 0.4% | −28−0.3% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,594 | $134.6 萬 | 0.4% | −46−0.3% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,237 | $132.1 萬 | 0.4% | −255−3.0% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 28,095 | $124.6 萬 | 0.4% | −368−1.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 7,326 | $119.3 萬 | 0.4% | +3,149+75.4% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,381 | $117.5 萬 | 0.4% | −3,453−19.4% | 減碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 5,497 | $114.9 萬 | 0.3% | −668−10.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,025 | $114.9 萬 | 0.3% | −12−0.3% | 減碼 | 歷史 |
| GGenpact LTD | SHS | 24,285 | $113.6 萬 | 0.3% | +14,904+158.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 45,500 | $113.0 萬 | 0.3% | −66,277−59.3% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,916 | $106.7 萬 | 0.3% | +1,758+55.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,720 | $102.4 萬 | 0.3% | −99−1.5% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 13,427 | $101.1 萬 | 0.3% | −37−0.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 12,218 | $100.2 萬 | 0.3% | −34−0.3% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,856 | $96.5 萬 | 0.3% | +944+49.4% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 5,555 | $94.1 萬 | 0.3% | +64+1.2% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 9,792 | $91.7 萬 | 0.3% | +109+1.1% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 24,962 | $91.1 萬 | 0.3% | −72−0.3% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,356 | $86.8 萬 | 0.3% | −1,284−19.3% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 3,821 | $83.1 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,691 | $82.9 萬 | 0.2% | −406−19.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 6,090 | $82.3 萬 | 0.2% | +6,090 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,522 | $81.7 萬 | 0.2% | −19−0.3% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,118 | $80.0 萬 | 0.2% | −2,435−19.4% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,410 | $77.8 萬 | 0.2% | −2,719−26.8% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,721 | $75.9 萬 | 0.2% | −15−0.3% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 6,043 | $75.4 萬 | 0.2% | −88−1.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,159 | $73.9 萬 | 0.2% | −996−19.3% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 6,342 | $72.8 萬 | 0.2% | −123−1.9% | 減碼 | 歷史 |
| ADTADT Inc. | COM | 86,476 | $69.8 萬 | 0.2% | −259−0.3% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 11,282 | $68.2 萬 | 0.2% | −26−0.2% | 減碼 | 歷史 |
| DGDollar General Corp | COM | 5,079 | $67.4 萬 | 0.2% | +5,079 | 新進 | 歷史 |
| MIDDMIDDLEBY Corp | COM | 4,520 | $67.2 萬 | 0.2% | +4,520 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 3,500 | $62.1 萬 | 0.2% | −105−2.9% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 9,612 | $61.8 萬 | 0.2% | −23−0.2% | 減碼 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 34,725 | $61.6 萬 | 0.2% | −101−0.3% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（12 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. | Stock | 11,536 | $226.4 萬 | 0.7% | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,063 | $97.8 萬 | 0.3% | 歷史 |
| HONHoneywell International Inc | COM | 4,020 | $84.6 萬 | 0.2% | 歷史 |
| HHHHoward Hughes Holdings Inc. | COM | 9,563 | $78.6 萬 | 0.2% | 歷史 |
| CACICACI International Inc | CL A | 1,402 | $69.9 萬 | 0.2% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 16,333 | $64.0 萬 | 0.2% | 歷史 |
| NINisource Inc. | COM | 10,992 | $47.6 萬 | 0.1% | 歷史 |
| PPCPilgrims Pride Corp | Stock | 10,217 | $41.6 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 1,761 | $34.5 萬 | 0.1% | 歷史 |
| BWABorgwarner Inc | COM | 7,587 | $33.4 萬 | 0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,726 | $33.1 萬 | 0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,166 | $20.2 萬 | 0.1% | 歷史 |