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PayPay Securities Corp

SEC CIK
0001908623
最新申報
2026/7/23

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/24 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
271
較 2025 年第 1 季 −2
總值
$204.6 萬
較 2025 年第 1 季 +$29.5 萬 (+16.9%)
申報日
2025/7/24
SEC
PayPay Securities Corp 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NOWServiceNow, Inc.Stock3$3,0840.2%−2−40.0%減碼歷史
Direxion Shs ETF Tr25460G419DAILY MSCI OCT21122$3,0770.2%−2−1.6%減碼–
PFEPfizer IncStock126$3,0540.1%−17−11.9%減碼歷史
BSXBoston Scientific CorpStock27$2,9000.1%−3−10.0%減碼歷史
LOWLowes Companies IncStock13$2,8840.1%00.0%不變歷史
PANWPalo Alto Networks IncStock14$2,8650.1%−4−22.2%減碼歷史
ETNEaton Corp plcStock8$2,8560.1%+1+14.3%加碼歷史
TMOThermo Fisher Scientific Inc.Stock7$2,8380.1%−1−12.5%減碼歷史
MDTMedtronic plcStock32$2,7890.1%−5−13.5%減碼歷史
SYKStryker CorpStock7$2,7690.1%−1−12.5%減碼歷史
BMYBristol Myers Squibb CoStock59$2,7310.1%+15+34.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW5$2,7170.1%−1−16.7%減碼歷史
COPConocoPhillipsStock30$2,6920.1%−2−6.3%減碼歷史
BXBlackstone Inc.COM18$2,6920.1%−4−18.2%減碼歷史
TMUST-Mobile US, Inc.Stock11$2,6210.1%00.0%不變歷史
ADIAnalog Devices IncStock11$2,6180.1%−2−15.4%減碼歷史
MELIMercadolibre IncCOM1$2,6140.1%00.0%不變歷史
TJXTJX Companies IncStock21$2,5930.1%+1+5.0%加碼歷史
MUMicron Technology IncStock21$2,5880.1%−8−27.6%減碼歷史
CEGConstellation Energy CorpStock8$2,5820.1%−1−11.1%減碼歷史
AMATApplied Materials IncStock14$2,5630.1%−4−22.2%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock5$2,5470.1%+2+66.7%加碼歷史
DEDeere & CoStock5$2,5420.1%−1−16.7%減碼歷史
AMGNAmgen IncStock9$2,5130.1%00.0%不變歷史
ADPAutomatic Data Processing IncStock8$2,4670.1%+3+60.0%加碼歷史
INTCIntel CorpStock107$2,3970.1%−475−81.6%減碼歷史
DHRDanaher CorpStock12$2,3700.1%−5−29.4%減碼歷史
LRCXLam Research CorpStock24$2,3360.1%−11−31.4%減碼歷史
GILDGilead Sciences, Inc.Stock21$2,3280.1%+1+5.0%加碼歷史
ANETArista Networks, Inc.Stock21$2,1490.1%−12−36.4%減碼歷史
MMM3M CoStock14$2,1310.1%+1+7.7%加碼歷史
SOSouthern CoStock23$2,1120.1%−6−20.7%減碼歷史
NEMNEWMONT CorpStock36$2,0970.1%+2+5.9%加碼歷史
MDLZMondelez International, Inc.Stock31$2,0910.1%−17−35.4%減碼歷史
PYPLPayPal Holdings, Inc.Stock28$2,0810.1%−1−3.4%減碼歷史
CMGChipotle Mexican Grill IncCOM37$2,0780.1%+5+15.6%加碼歷史
FISVFiserv IncStock12$2,0690.1%+4+50.0%加碼歷史
NKENIKE, Inc.Stock29$2,0600.1%−75−72.1%減碼歷史
SHWSherwin Williams CoCOM6$2,0600.1%−1−14.3%減碼歷史
CSXCSX CorpStock63$2,0560.1%+7+12.5%加碼歷史
FDXFedEx CorpStock9$2,0460.1%+2+28.6%加碼歷史
UPSUnited Parcel Service IncStock20$2,0190.1%−3−13.0%減碼歷史
ICEIntercontinental Exchange, Inc.Stock11$2,0180.1%+2+22.2%加碼歷史
SBUXStarbucks CorpStock22$2,0160.1%−5−18.5%減碼歷史
NOCNorthrop Grumman CorpStock4$2,0000.1%−6−60.0%減碼歷史
MOAltria Group, Inc.Stock34$1,9930.1%−80−70.2%減碼歷史
DASHDoorDash, Inc.Stock8$1,9720.1%−2−20.0%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock9$1,9680.1%+3+50.0%加碼歷史
VSTVistra Corp.Stock10$1,9380.1%−6−37.5%減碼歷史
CMECME Group Inc.COM7$1,9290.1%+1+16.7%加碼歷史
APHAmphenol CorpCL A19$1,8760.1%−5−20.8%減碼歷史
ZTSZoetis Inc.Stock12$1,8710.1%−3−20.0%減碼歷史
ADSKAutodesk, Inc.COM6$1,8570.1%+1+20.0%加碼歷史
LMTLockheed Martin CorpStock4$1,8530.1%−8−66.7%減碼歷史
CLColgate Palmolive CoStock20$1,8180.1%−16−44.4%減碼歷史
KLACKLA CorpCOM NEW2$1,7910.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock4$1,7810.1%−1−20.0%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock7$1,7560.1%−11−61.1%減碼歷史
CBChubb LtdStock6$1,7380.1%+3+100.0%加碼歷史
FFord Motor CoStock160$1,7360.1%−9−5.3%減碼歷史
iShares Tr464288687PFD AND INCM SEC56$1,7180.1%+1+1.8%加碼–
ORLYO Reilly Automotive IncStock19$1,7120.1%+4+26.7%加碼依 15 比 1 拆股換算歷史
FTNTFortinet, Inc.Stock16$1,6920.1%00.0%不變歷史
TGTTarget CorpStock17$1,6770.1%−8−32.0%減碼歷史
USBUS Bancorp DECOM NEW37$1,6740.1%+14+60.9%加碼歷史
GMGeneral Motors CoCOM34$1,6730.1%−1−2.9%減碼歷史
CVSCVS Health CorpStock24$1,6560.1%00.0%不變歷史
FCXFreeport-McMoran IncStock38$1,6470.1%−64−62.7%減碼歷史
MARMarriott International IncStock6$1,6390.1%00.0%不變歷史
ABNBAirbnb, Inc.Stock12$1,5880.1%−2−14.3%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM3$1,5750.1%+1+50.0%加碼歷史
RCLRoyal Caribbean Cruises LtdCOM5$1,5660.1%−2−28.6%減碼歷史
EWEdwards Lifesciences CorpStock20$1,5640.1%−3−13.0%減碼歷史
ELVElevance Health, Inc.Stock4$1,5560.1%+1+33.3%加碼歷史
BDXBecton Dickinson & CoStock9$1,5500.1%+3+50.0%加碼歷史
CDNSCadence Design Systems IncStock5$1,5410.1%−1−16.7%減碼歷史
SNPSSynopsys IncCOM3$1,5380.1%−1−25.0%減碼歷史
HCAHCA Healthcare, Inc.COM4$1,5320.1%−1−20.0%減碼歷史
URIUnited Rentals, Inc.COM2$1,5070.1%−1−33.3%減碼歷史
FSLRFirst Solar, Inc.Stock9$1,4900.1%00.0%不變歷史
MCKMcKesson CorpStock2$1,4660.1%+1+100.0%加碼歷史
WDAYWorkday, Inc.CL A6$1,4400.1%00.0%不變歷史
AONAon plcCL A4$1,4270.1%+2+100.0%加碼歷史
APDAir Products & Chemicals, Inc.Stock5$1,4100.1%−1−16.7%減碼歷史
ULTAUlta Beauty, Inc.Stock3$1,4030.1%−1−25.0%減碼歷史
COINCoinbase Global, Inc.COM CL A4$1,4020.1%−14−77.8%減碼歷史
PHParker-Hannifin CorpStock2$1,3970.1%00.0%不變歷史
MNSTMonster Beverage CorpCOM22$1,3780.1%−7−24.1%減碼歷史
DGDollar General CorpCOM12$1,3730.1%−7−36.8%減碼歷史
SLBSLB LimitedStock40$1,3520.1%−39−49.4%減碼歷史
DELLDell Technologies Inc.Stock11$1,3490.1%−6−35.3%減碼歷史
OXYOccidental Petroleum CorpStock32$1,3440.1%−9−22.0%減碼歷史
MCHPMicrochip Technology IncStock19$1,3370.1%−7−26.9%減碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF26$1,3370.1%+1+4.0%加碼–
DVNDevon Energy CorpStock42$1,3360.1%−11−20.8%減碼歷史
DALDelta Air Lines, Inc.COM NEW27$1,3280.1%+13+92.9%加碼歷史
PSXPhillips 66Stock11$1,3120.1%−10−47.6%減碼歷史
DXCMDexcom IncCOM15$1,3090.1%−8−34.8%減碼歷史
DHIHorton D R IncCOM10$1,2890.1%−1−9.1%減碼歷史
DLTRDollar Tree, Inc.COM13$1,2880.1%−9−40.9%減碼歷史

2025 年第 1 季之後清倉(2 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

PayPay Securities Corp 在 2025 年第 1 季之後清倉的部位
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
ARCCAres Capital CorpCEF0$4<0.1%歷史
FCELFuelcell Energy IncCOM NEW0$4<0.1%歷史