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PayPay Securities Corp

SEC CIK
0001908623
最新申報
2026/7/23

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/10/21 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
281
較 2025 年第 2 季 +10
總值
$278.1 萬
較 2025 年第 2 季 +$73.5 萬 (+35.9%)
申報日
2025/10/21
SEC
PayPay Securities Corp 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PEPPepsiCo IncStock31$4,3270.2%+6+24.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW10$4,2540.2%+5+100.0%加碼歷史
DUKDuke Energy CORPStock34$4,2410.2%+34新進歷史
CBChubb LtdStock14$4,0920.1%+8+133.3%加碼歷史
OXYOccidental Petroleum CorpStock85$4,0370.1%+53+165.6%加碼歷史
AXPAmerican Express CoStock12$3,9620.1%+2+20.0%加碼歷史
DISWalt Disney CoStock34$3,9260.1%+1+3.0%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock19$3,8920.1%+10+111.1%加碼歷史
MRKMerck & Co., Inc.Stock46$3,8860.1%−1−2.1%減碼歷史
INTUIntuit Inc.Stock6$3,8740.1%+2+50.0%加碼歷史
DEDeere & CoStock8$3,8130.1%+3+60.0%加碼歷史
CCitigroup IncStock37$3,7380.1%−3−7.5%減碼歷史
SCHWSchwab Charles CorpStock39$3,7170.1%+2+5.4%加碼歷史
BSXBoston Scientific CorpStock36$3,5090.1%+9+33.3%加碼歷史
MUMicron Technology IncStock20$3,4090.1%−1−4.8%減碼歷史
TJXTJX Companies IncStock23$3,3900.1%+2+9.5%加碼歷史
UNPUnion Pacific CorpStock14$3,3890.1%00.0%不變歷史
AIC3.ai, Inc.Stock195$3,3830.1%+167+596.4%加碼歷史
DOCUDocuSign, Inc.Stock47$3,3710.1%+39+487.5%加碼歷史
DKNGDraftKings Inc.Stock89$3,3430.1%+81+1,012.5%加碼歷史
Direxion Shs ETF Tr25460G419DAILY MSCI OCT21140$3,3150.1%+18+14.8%加碼–
NOWServiceNow, Inc.Stock4$3,2500.1%+1+33.3%加碼歷史
NEMNEWMONT CorpStock38$3,1830.1%+2+5.6%加碼歷史
TXNTexas Instruments IncStock17$3,0860.1%00.0%不變歷史
APHAmphenol CorpCL A25$3,0860.1%+6+31.6%加碼歷史
VZVerizon Communications IncStock70$3,0740.1%−28−28.6%減碼歷史
ACNAccenture plcStock12$3,0710.1%+1+9.1%加碼歷史
LRCXLam Research CorpStock23$3,0690.1%−1−4.2%減碼歷史
VSTVistra Corp.Stock16$3,0500.1%+6+60.0%加碼歷史
QCOMQualcomm IncStock18$3,0210.1%−3−14.3%減碼歷史
PFEPfizer IncStock118$2,9950.1%−8−6.3%減碼歷史
AMATApplied Materials IncStock15$2,9770.1%+1+7.1%加碼歷史
SPGIS&P Global Inc.Stock6$2,9630.1%00.0%不變歷史
MDTMedtronic plcStock30$2,8950.1%−2−6.3%減碼歷史
ANETArista Networks, Inc.Stock20$2,8710.1%−1−4.8%減碼歷史
SYKStryker CorpStock8$2,8690.1%+1+14.3%加碼歷史
SHWSherwin Williams CoCOM8$2,8080.1%+2+33.3%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock6$2,7990.1%+1+20.0%加碼歷史
AONAon plcCL A8$2,7570.1%+4+100.0%加碼歷史
LOWLowes Companies IncStock11$2,7120.1%−2−15.4%減碼歷史
NKENIKE, Inc.Stock38$2,6550.1%+9+31.0%加碼歷史
BXBlackstone Inc.COM16$2,6550.1%−2−11.1%減碼歷史
TTDTrade Desk, Inc.Stock54$2,6520.1%+44+440.0%加碼歷史
AFRMAffirm Holdings, Inc.COM CL A36$2,6470.1%+26+260.0%加碼歷史
AMGNAmgen IncStock9$2,6440.1%00.0%不變歷史
GILDGilead Sciences, Inc.Stock24$2,6110.1%+3+14.3%加碼歷史
MMM3M CoStock16$2,5250.1%+2+14.3%加碼歷史
URIUnited Rentals, Inc.COM3$2,5110.1%+1+50.0%加碼歷史
PANWPalo Alto Networks IncStock12$2,4820.1%−2−14.3%減碼歷史
DHRDanaher CorpStock12$2,4430.1%00.0%不變歷史
MOAltria Group, Inc.Stock37$2,4380.1%+3+8.8%加碼歷史
INTCIntel CorpStock71$2,3960.1%−36−33.6%減碼歷史
PHParker-Hannifin CorpStock3$2,3730.1%+1+50.0%加碼歷史
CMECME Group Inc.COM9$2,3370.1%+2+28.6%加碼歷史
TMUST-Mobile US, Inc.Stock10$2,3080.1%−1−9.1%減碼歷史
TRVTravelers Companies, Inc.Stock8$2,2370.1%+4+100.0%加碼歷史
CVSCVS Health CorpStock29$2,2230.1%+5+20.8%加碼歷史
MELIMercadolibre IncCOM1$2,2190.1%00.0%不變歷史
KLACKLA CorpCOM NEW2$2,2110.1%00.0%不變歷史
CMCSAComcast CorpStock69$2,1610.1%−19−21.6%減碼歷史
APDAir Products & Chemicals, Inc.Stock8$2,1210.1%+3+60.0%加碼歷史
ADIAnalog Devices IncStock8$2,0560.1%−3−27.3%減碼歷史
HCAHCA Healthcare, Inc.COM5$2,0440.1%+1+25.0%加碼歷史
ICEIntercontinental Exchange, Inc.Stock12$2,0430.1%+1+9.1%加碼歷史
UUnity Software Inc.COM51$2,0310.1%+24+88.9%加碼歷史
TEAMAtlassian CorpCL A13$2,0040.1%+11+550.0%加碼歷史
iShares Tr464287184CHINA LG-CAP ETF48$1,9940.1%+39+433.3%加碼–
UPSTUpstart Holdings, Inc.COM39$1,9920.1%+28+254.5%加碼歷史
VanEck ETF Trust92189H607OIL SERVICES ETF8$1,9900.1%−15−65.2%減碼–
DASHDoorDash, Inc.Stock7$1,9240.1%−1−12.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock5$1,9200.1%+1+25.0%加碼歷史
FCXFreeport-McMoran IncStock48$1,8940.1%+10+26.3%加碼歷史
CDNSCadence Design Systems IncStock5$1,8700.1%00.0%不變歷史
SBUXStarbucks CorpStock22$1,8630.1%00.0%不變歷史
MCKMcKesson CorpStock2$1,8450.1%00.0%不變歷史
ORLYO Reilly Automotive IncStock17$1,8340.1%−2−10.5%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock6$1,8130.1%−1−14.3%減碼歷史
MDLZMondelez International, Inc.Stock29$1,7960.1%−2−6.5%減碼歷史
SPOTSpotify Technology S.A.Stock3$1,7500.1%+2+200.0%加碼歷史
COINCoinbase Global, Inc.COM CL A5$1,7310.1%+1+25.0%加碼歷史
BMYBristol Myers Squibb CoStock38$1,7300.1%−21−35.6%減碼歷史
RACEFerrari N.V.COM4$1,7230.1%+2+100.0%加碼歷史
iShares Tr464288687PFD AND INCM SEC53$1,6720.1%−3−5.4%減碼–
ELVElevance Health, Inc.Stock5$1,6460.1%+1+25.0%加碼歷史
WMBWilliams Companies, Inc.COM26$1,6360.1%+26新進歷史
CSXCSX CorpStock45$1,5940.1%−18−28.6%減碼歷史
PNCPNC Financial Services Group, Inc.Stock8$1,5810.1%+8新進歷史
RCLRoyal Caribbean Cruises LtdCOM5$1,5530.1%00.0%不變歷史
FISVFiserv IncStock12$1,5310.1%00.0%不變歷史
MPCMarathon Petroleum CorpStock8$1,5230.1%+1+14.3%加碼歷史
UPSUnited Parcel Service IncStock18$1,4960.1%−2−10.0%減碼歷史
MARMarriott International IncStock6$1,4860.1%00.0%不變歷史
CSGPCostar Group, Inc.COM17$1,4590.1%+5+41.7%加碼歷史
USBUS Bancorp DECOM NEW30$1,4530.1%−7−18.9%減碼歷史
CLColgate Palmolive CoStock18$1,4310.1%−2−10.0%減碼歷史
PYPLPayPal Holdings, Inc.Stock20$1,374<0.1%−8−28.6%減碼歷史
DOWDow Inc.Stock60$1,372<0.1%+15+33.3%加碼歷史
DHIHorton D R IncCOM8$1,350<0.1%−2−20.0%減碼歷史
BDXBecton Dickinson & CoStock7$1,339<0.1%−2−22.2%減碼歷史
ZTSZoetis Inc.Stock9$1,298<0.1%−3−25.0%減碼歷史

2025 年第 2 季之後清倉(4 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

PayPay Securities Corp 在 2025 年第 2 季之後清倉的部位
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
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X21,800$10.2 萬5.0%–
Direxion Shs ETF Tr25461A700DAILY NVDA BEAR11,886$5.54 萬2.7%–
Direxion Shs ETF Tr25460G716DAILY S&P BIOTEC1,395$1.04 萬0.5%–
Direxion Shs ETF Tr25460E547DAILY MSCI EMERG1,274$6,8540.3%–