跳到主要內容

PayPay Securities Corp

SEC CIK
0001908623
最新申報
2026/7/23

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。

機構總覽
持股檔數
275
較 2025 年第 3 季 −6
總值
$340.8 萬
較 2025 年第 3 季 +$62.7 萬 (+22.5%)
申報日
2026/1/26
SEC
PayPay Securities Corp 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NOCNorthrop Grumman CorpStock4$2,2810.1%−7−63.6%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM3$2,3160.1%+1+50.0%加碼歷史
HCAHCA Healthcare, Inc.COM5$2,3340.1%00.0%不變歷史
iShares Tr464287184CHINA LG-CAP ETF61$2,3360.1%+13+27.1%加碼–
SNPSSynopsys IncCOM5$2,3490.1%+3+150.0%加碼歷史
CMCSAComcast CorpStock85$2,3800.1%+16+23.2%加碼歷史
KLACKLA CorpCOM NEW2$2,4300.1%00.0%不變歷史
MCKMcKesson CorpStock3$2,4610.1%+1+50.0%加碼歷史
APDAir Products & Chemicals, Inc.Stock10$2,4700.1%+2+25.0%加碼歷史
SBUXStarbucks CorpStock30$2,5260.1%+8+36.4%加碼歷史
BMYBristol Myers Squibb CoStock48$2,5890.1%+10+26.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock16$2,5910.1%+4+33.3%加碼歷史
VRTXVertex Pharmaceuticals IncStock6$2,7200.1%+1+20.0%加碼歷史
CMECME Group Inc.COM10$2,7310.1%+1+11.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock6$2,8130.1%00.0%不變歷史
VSTVistra Corp.Stock18$2,9040.1%+2+12.5%加碼歷史
SHWSherwin Williams CoCOM9$2,9160.1%+1+12.5%加碼歷史
CVSCVS Health CorpStock37$2,9360.1%+8+27.6%加碼歷史
PANWPalo Alto Networks IncStock16$2,9470.1%+4+33.3%加碼歷史
ADIAnalog Devices IncStock11$2,9830.1%+3+37.5%加碼歷史
MMM3M CoStock19$3,0420.1%+3+18.8%加碼歷史
LOWLowes Companies IncStock13$3,1350.1%+2+18.2%加碼歷史
SYKStryker CorpStock9$3,1630.1%+1+12.5%加碼歷史
COPConocoPhillipsStock34$3,1830.1%−28−45.2%減碼歷史
TRVTravelers Companies, Inc.Stock11$3,1910.1%+3+37.5%加碼歷史
DHRDanaher CorpStock14$3,2050.1%+2+16.7%加碼歷史
BLKBlackRock, Inc.Stock3$3,2110.1%−1−25.0%減碼歷史
BXBlackstone Inc.COM21$3,2370.1%+5+31.3%加碼歷史
FCXFreeport-McMoran IncStock64$3,2510.1%+16+33.3%加碼歷史
PFEPfizer IncStock136$3,3860.1%+18+15.3%加碼歷史
TXNTexas Instruments IncStock20$3,4700.1%+3+17.6%加碼歷史
VZVerizon Communications IncStock86$3,5030.1%+16+22.9%加碼歷史
NOWServiceNow, Inc.Stock23$3,5230.1%+3+15.0%加碼依 5 比 1 拆股換算歷史
AONAon plcCL A10$3,5290.1%+2+25.0%加碼歷史
ANETArista Networks, Inc.Stock27$3,5380.1%+7+35.0%加碼歷史
GILDGilead Sciences, Inc.Stock29$3,5590.1%+5+20.8%加碼歷史
MDTMedtronic plcStock38$3,6500.1%+8+26.7%加碼歷史
LMTLockheed Martin CorpStock8$3,8690.1%−6−42.9%減碼歷史
iShares Tr464288802ESG OPTIMIZED28$3,9020.1%−4−12.5%減碼–
AMGNAmgen IncStock12$3,9280.1%+3+33.3%加碼歷史
INTUIntuit Inc.Stock6$3,9750.1%00.0%不變歷史
ACNAccenture plcStock15$4,0250.1%+3+25.0%加碼歷史
MELIMercadolibre IncCOM2$4,0290.1%+1+100.0%加碼歷史
APPAppLovin CorpCOM CL A6$4,0430.1%−7−53.8%減碼歷史
Direxion Shs ETF Tr25460G419DAILY MSCI OCT21154$4,0840.1%+14+10.0%加碼–
QCOMQualcomm IncStock24$4,1050.1%+6+33.3%加碼歷史
ETNEaton Corp plcStock13$4,1410.1%+1+8.3%加碼歷史
TJXTJX Companies IncStock27$4,1470.1%+4+17.4%加碼歷史
SPGIS&P Global Inc.Stock8$4,1810.1%+2+33.3%加碼歷史
APHAmphenol CorpCL A31$4,1890.1%+6+24.0%加碼歷史
BSXBoston Scientific CorpStock44$4,1950.1%+8+22.2%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock23$4,2670.1%+4+21.1%加碼歷史
HSYHershey CoCOM24$4,3680.1%+19+380.0%加碼歷史
AMATApplied Materials IncStock17$4,3690.1%+2+13.3%加碼歷史
UNPUnion Pacific CorpStock19$4,3950.1%+5+35.7%加碼歷史
PHParker-Hannifin CorpStock5$4,3950.1%+2+66.7%加碼歷史
TMOThermo Fisher Scientific Inc.Stock8$4,6360.1%−1−11.1%減碼歷史
DEDeere & CoStock10$4,6560.1%+2+25.0%加碼歷史
HONHoneywell International IncCOM24$4,6820.1%−11−31.4%減碼歷史
SCHWSchwab Charles CorpStock47$4,6960.1%+8+20.5%加碼歷史
LRCXLam Research CorpStock28$4,7930.1%+5+21.7%加碼歷史
AXPAmerican Express CoStock13$4,8090.1%+1+8.3%加碼歷史
GMGeneral Motors CoCOM60$4,8790.1%+43+252.9%加碼歷史
DISWalt Disney CoStock43$4,8920.1%+9+26.5%加碼歷史
NEMNEWMONT CorpStock49$4,8930.1%+11+28.9%加碼歷史
DUKDuke Energy CORPStock43$5,0400.1%+9+26.5%加碼歷史
USBUS Bancorp DECOM NEW97$5,1760.2%+67+223.3%加碼歷史
UBERUber Technologies, IncStock64$5,2290.2%+14+28.0%加碼歷史
CBChubb LtdStock17$5,3060.2%+3+21.4%加碼歷史
SOSouthern CoStock62$5,4060.2%+12+24.0%加碼歷史
MCDMcDonalds CorpStock18$5,5010.2%+3+20.0%加碼歷史
CEGConstellation Energy CorpStock17$6,0060.2%−6−26.1%減碼歷史
MRKMerck & Co., Inc.Stock59$6,2100.2%+13+28.3%加碼歷史
IBMInternational Business Machines CorpStock21$6,2200.2%+4+23.5%加碼歷史
ISRGIntuitive Surgical IncCOM NEW11$6,2300.2%+1+10.0%加碼歷史
BABoeing CoStock29$6,2960.2%+7+31.8%加碼歷史
HOODRobinhood Markets, Inc.Stock56$6,3340.2%+9+19.1%加碼歷史
PGRProgressive CorpStock28$6,3760.2%+5+21.7%加碼歷史
ABTAbbott LaboratoriesStock52$6,5150.2%+10+23.8%加碼歷史
GEVGE Vernova Inc.Stock10$6,5360.2%+2+25.0%加碼歷史
PMPhilip Morris International Inc.Stock42$6,7370.2%+8+23.5%加碼歷史
CSCOCisco Systems, Inc.Stock89$6,8560.2%+16+21.9%加碼歷史
iShares Tr46428743220 YR TR BD ETF81$7,0600.2%+13+19.1%加碼–
iShares Tr464287234MSCI EMG MKT ETF131$7,1670.2%+19+17.0%加碼–
ARMArm Holdings PLCADR72$7,8700.2%+1+1.4%加碼歷史
CVXChevron CorpStock53$8,0780.2%−11−17.2%減碼歷史
CCitigroup IncStock71$8,2850.2%+34+91.9%加碼歷史
ASMLASML Holding NVADR8$8,5590.3%−2−20.0%減碼歷史
UNHUnitedHealth Group IncStock27$8,9130.3%+2+8.0%加碼歷史
LINLinde PLCStock21$8,9540.3%+5+31.3%加碼歷史
MSMorgan StanleyStock51$9,0540.3%+23+82.1%加碼歷史
COINCoinbase Global, Inc.COM CL A41$9,2720.3%+36+720.0%加碼歷史
RTXRTX CorpStock51$9,3530.3%−11−17.7%減碼歷史
NEENextera Energy IncStock117$9,3930.3%+22+23.2%加碼歷史
AMDAdvanced Micro Devices IncStock44$9,4230.3%+14+46.7%加碼歷史
ADBEAdobe Inc.Stock27$9,4500.3%+10+58.8%加碼歷史
NKENIKE, Inc.Stock149$9,4930.3%+111+292.1%加碼歷史
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X175$9,5480.3%+41+30.6%加碼–
INTCIntel CorpStock260$9,5940.3%+189+266.2%加碼歷史
ABBVAbbVie Inc.Stock42$9,5970.3%+9+27.3%加碼歷史

2025 年第 3 季之後清倉(7 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

PayPay Securities Corp 在 2025 年第 3 季之後清倉的部位
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
ProShares Tr74347G192ULTRAPRO SHT QQQ16,671$25.4 萬9.1%–
BYNDBeyond Meat, Inc.COM556$1,050<0.1%歷史
PLUGPlug Power IncStock445$1,037<0.1%歷史
MAINMain Street Capital CORPCEF1$46<0.1%歷史
ARCCAres Capital CorpCEF1$11<0.1%歷史
FCELFuelcell Energy IncCOM NEW1$5<0.1%歷史
WBAWalgreens Boots Alliance, Inc.COM0$2<0.1%歷史