Wright Investors Service Inc
- SEC CIK
- 0000108572
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/29 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 148
- 較 2025 年第 4 季 +1
- 總值
- $3.18 億
- 較 2025 年第 4 季 −$1,539 萬 (−4.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 90,416 | $1,577 萬 | 5.0% | −286−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 59,390 | $1,507 萬 | 4.7% | −496−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,648 | $1,283 萬 | 4.0% | +1,266+3.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 52,921 | $1,102 萬 | 3.5% | −493−0.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 37,301 | $1,073 萬 | 3.4% | −5,700−13.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 32,313 | $1,000 萬 | 3.1% | −4,810−13.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,009 | $858.7 萬 | 2.7% | −1,304−8.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 56,272 | $784.3 萬 | 2.5% | −981−1.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,221 | $741.9 萬 | 2.3% | −535−2.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,758 | $691.3 萬 | 2.2% | −1,110−10.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 71,784 | $674.6 萬 | 2.1% | +10,709+17.5% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110,716 | $671.5 萬 | 2.1% | +6,146+5.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 37,170 | $630.6 萬 | 2.0% | −736−1.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 15,671 | $535.6 萬 | 1.7% | −1,505−8.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 63,642 | $484.0 萬 | 1.5% | −615−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,656 | $477.8 萬 | 1.5% | −4,426−21.0% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 32,241 | $471.2 萬 | 1.5% | +6,694+26.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,313 | $457.7 萬 | 1.4% | −38−0.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 92,688 | $451.9 萬 | 1.4% | −2,075−2.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 14,034 | $424.5 萬 | 1.3% | −2,593−15.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,731 | $415.0 萬 | 1.3% | +16+0.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 19,614 | $405.8 萬 | 1.3% | +12,894+191.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 40,322 | $374.5 萬 | 1.2% | −8,811−17.9% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,373 | $364.2 萬 | 1.1% | −9,243−33.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,290 | $362.9 萬 | 1.1% | −126−2.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,420 | $360.2 萬 | 1.1% | −170−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,928 | $335.9 萬 | 1.1% | +24,272+663.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 24,844 | $308.8 萬 | 1.0% | −92−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,347 | $293.7 萬 | 0.9% | −89−1.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 101,837 | $292.4 萬 | 0.9% | +2,900+2.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,010 | $283.0 萬 | 0.9% | −3,995−23.5% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 40,381 | $268.5 萬 | 0.8% | −480−1.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 11,093 | $237.0 萬 | 0.7% | −22−0.2% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 25,791 | $234.7 萬 | 0.7% | −377−1.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,521 | $231.9 萬 | 0.7% | −253−9.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 12,136 | $226.5 萬 | 0.7% | +5,950+96.2% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 36,720 | $224.2 萬 | 0.7% | +27,405+294.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,703 | $216.3 萬 | 0.7% | −62−0.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 75,000 | $210.6 萬 | 0.7% | −4,263−5.4% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 30,898 | $210.2 萬 | 0.7% | −10,449−25.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,077 | $207.0 萬 | 0.7% | −11−0.5% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 17,507 | $205.9 萬 | 0.6% | −89−0.5% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 20,067 | $205.5 萬 | 0.6% | −314−1.5% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 8,805 | $203.3 萬 | 0.6% | +2,325+35.9% | 加碼 | 歷史 |
| BABoeing Co | Stock | 10,075 | $200.5 萬 | 0.6% | +2,673+36.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 10,323 | $199.1 萬 | 0.6% | +919+9.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 68,017 | $197.2 萬 | 0.6% | +22,517+49.5% | 加碼 | 歷史 |
| KRKroger Co | Stock | 26,692 | $193.1 萬 | 0.6% | −1,525−5.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 15,094 | $190.7 萬 | 0.6% | +9,004+147.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 23,915 | $190.4 萬 | 0.6% | −875−3.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 16,497 | $187.1 萬 | 0.6% | −291−1.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,928 | $185.4 萬 | 0.6% | −6−0.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 30,674 | $180.3 萬 | 0.6% | −1,014−3.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,633 | $179.5 萬 | 0.6% | −5,453−45.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 7,020 | $173.5 萬 | 0.5% | −306−4.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 14,022 | $172.2 萬 | 0.5% | −28−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 10,437 | $166.7 萬 | 0.5% | −128−1.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,877 | $159.0 萬 | 0.5% | −50−1.0% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 8,607 | $154.9 萬 | 0.5% | +3,052+54.9% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 55,055 | $150.4 萬 | 0.5% | −1,840−3.2% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 5,994 | $150.2 萬 | 0.5% | +638+11.9% | 加碼 | 歷史 |
| CICigna Group | Stock | 5,627 | $150.1 萬 | 0.5% | −134−2.3% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,574 | $148.7 萬 | 0.5% | −290−2.9% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 15,515 | $143.1 萬 | 0.5% | +2,088+15.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 14,783 | $142.1 萬 | 0.4% | −4,317−22.6% | 減碼 | 歷史 |
| MLIMueller Industries Inc | COM | 12,381 | $137.2 萬 | 0.4% | +6,039+95.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,281 | $136.9 萬 | 0.4% | +44+0.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,545 | $134.9 萬 | 0.4% | +1,545 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,478 | $132.8 萬 | 0.4% | −2,949−35.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9,749 | $128.7 萬 | 0.4% | −43−0.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,984 | $128.0 萬 | 0.4% | −16−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 9,571 | $123.3 萬 | 0.4% | −173−1.8% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 4,593 | $122.0 萬 | 0.4% | −2,136−31.7% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 27,585 | $120.9 萬 | 0.4% | −510−1.8% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 3,648 | $117.4 萬 | 0.4% | −173−4.5% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,742 | $105.3 萬 | 0.3% | +1,148+193.3% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,045 | $105.0 萬 | 0.3% | +2,293+83.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 14,351 | $103.2 萬 | 0.3% | −30−0.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,044 | $102.8 萬 | 0.3% | −981−24.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,955 | $100.8 萬 | 0.3% | +3,029+157.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 5,005 | $99.2 萬 | 0.3% | −3,671−42.3% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 53,854 | $98.8 萬 | 0.3% | +53,854 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 2,445 | $97.3 萬 | 0.3% | −4−0.2% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,914 | $96.7 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 2,851 | $89.6 萬 | 0.3% | −5−0.2% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 24,180 | $89.5 萬 | 0.3% | −782−3.1% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 3,979 | $86.2 萬 | 0.3% | +3,979 | 新進 | 歷史 |
| CSLCarlisle Companies Inc | COM | 2,581 | $86.1 萬 | 0.3% | +2,581 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,723 | $84.9 萬 | 0.3% | +6,723 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 11,869 | $84.5 萬 | 0.3% | −349−2.9% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 6,215 | $84.2 萬 | 0.3% | −3,228−34.2% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 4,450 | $83.0 萬 | 0.3% | +4,450 | 新進 | 歷史 |
| STSensata Technologies Holding plc | SHS | 23,247 | $81.9 萬 | 0.3% | +23,247 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 11,802 | $76.7 萬 | 0.2% | −356−2.9% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,578 | $76.0 萬 | 0.2% | −143−3.0% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 10,479 | $68.6 萬 | 0.2% | −803−7.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 16,687 | $68.5 萬 | 0.2% | −72−0.4% | 減碼 | 歷史 |
| BPBP PLC | ADR | 14,363 | $67.5 萬 | 0.2% | +66+0.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,841 | $65.1 萬 | 0.2% | +1,841 | 新進 | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 33,607 | $64.4 萬 | 0.2% | −1,118−3.2% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（17 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 3,216 | $161.7 萬 | 0.5% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 15,594 | $134.6 萬 | 0.4% | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 5,497 | $114.9 萬 | 0.3% | 歷史 |
| EOGEOG Resources Inc | Stock | 7,410 | $77.8 萬 | 0.2% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 6,814 | $61.3 萬 | 0.2% | 歷史 |
| FIVEFive Below, Inc | COM | 3,214 | $60.5 萬 | 0.2% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,118 | $59.1 萬 | 0.2% | 歷史 |
| NYTNew York Times Co | CL A | 8,356 | $58.0 萬 | 0.2% | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 946 | $57.9 萬 | 0.2% | 歷史 |
| AMHAmerican Homes 4 Rent | CL A | 15,469 | $49.7 萬 | 0.1% | 歷史 |
| UGIUgi Corp | Stock | 13,167 | $49.3 萬 | 0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 3,585 | $48.9 萬 | 0.1% | 歷史 |
| AGCOAGCO Corp | COM | 4,575 | $47.7 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,362 | $47.7 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 4,630 | $36.8 萬 | 0.1% | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 3,744 | $35.9 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,946 | $34.2 萬 | 0.1% | 歷史 |