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EVERETT HARRIS & CO /CA/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
EVERETT HARRIS & CO /CA/
报告期 2026-03-31 · CIK 0001009254
持仓数
323
前50大市值合计
$7.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 61
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$172.9M
4,976,365
-1%
减持
COST
COSTCO WHSL CORP NEW
+$106.4M
904,312
-0%
减持
MSFT
MICROSOFT CORP
+$86.7M
1,665,544
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
NVO
NOVO-NORDISK A S
+$51.7M
3,266,468
-0%
建仓
—
BK OF AMERICA CORP
+$40.8M
28,261
建仓
—
BECTON DICKINSON & CO
+$39.0M
739,241
增持
—
ACCENTURE PLC IRELAND
+$36.1M
380,677
+0%
减持
ABT
ABBOTT LABS
+$35.5M
1,604,002
-0%
减持
NKE
NIKE INC
+$21.8M
1,061,655
-1%
增持
ABBV
ABBVIE INC
+$20.3M
559,002
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.1M
714,472
+0%
减持
GOOG
ALPHABET INC
+$18.2M
113,269
-2%
增持
DIS
DISNEY WALT CO
-$17.0M
1,231,230
+0%
增持
VHT
VANGUARD WORLD FDS
+$15.0M
760,768
+0%
增持
HD
HOME DEPOT INC
+$14.0M
160,884
+0%
减持
FDS
FACTSET RESH SYS INC
+$13.0M
147,931
-1%
增持
MCD
MCDONALDS CORP
+$12.3M
409,938
+1%
增持
CVX
CHEVRON CORP NEW
+$11.9M
542,897
+6%
减持
TJX
TJX COS INC NEW
+$11.0M
1,116,575
-0%
减持
CL
COLGATE PALMOLIVE CO
+$10.2M
1,072,296
-0%
减持
NVS
NOVARTIS AG
-$10.1M
102,358
-56%
减持
PEP
PEPSICO INC
+$9.7M
420,454
-0%
减持
JNJ
JOHNSON & JOHNSON
+$8.3M
882,623
-0%
增持
SBUX
STARBUCKS CORP
+$7.7M
1,099,738
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$6.9M
366,000
-1%
减持
GOOGL
ALPHABET INC
+$6.1M
33,002
-1%
减持
PYPL
PAYPAL HLDGS INC
-$6.0M
83,451
-0%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$5.7M
282,109
+40%
增持
CMCSA
COMCAST CORP NEW
+$5.1M
973,297
+24%
减持
VUSB
VANGUARD BD INDEX FDS
-$4.9M
28,500
-78%
减持
BAC
BK OF AMERICA CORP
+$4.7M
2,789,249
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$4.7M
339,160
-1%
增持
AMZN
AMAZON COM INC
+$4.7M
54,670
+1%
减持
PGR
PROGRESSIVE CORP
+$4.2M
359,769
-1%
增持
BAX
BAXTER INTL INC
+$4.2M
655,703
+1%
建仓
—
WELLS FARGO CO NEW
+$4.1M
2,718
减持
—
MEDTRONIC PLC
-$3.9M
174,193
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$3.8M
638,394
+9%
减持
UPS
UNITED PARCEL SERVICE INC
+$3.4M
111,847
-1%
增持
MRK
MERCK & CO INC
+$3.4M
162,132
+35%
增持
BDX
BECTON DICKINSON & CO
+$3.3M
485,489
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$3.2M
313,397
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$3.0M
55,054
+15%
减持
EW
EDWARDS LIFESCIENCES CORP
+$3.0M
186,727
-0%
增持
UNP
UNION PAC CORP
+$3.0M
40,653
+10%
增持
IEMG
ISHARES INC
-$2.4M
1,301,758
+0%
增持
CVS
CVS HEALTH CORP
+$2.3M
116,697
+1%
增持
PFE
PFIZER INC
+$2.2M
136,092
+1%
清仓
—
KANSAS CITY SOUTHERN
-$2.1M
0
-100%
减持
ECL
ECOLAB INC
+$2.0M
78,476
-0%
增持
—
CANADIAN PAC RY LTD
+$2.0M
80,229
+38%
减持
QCOM
QUALCOMM INC
+$1.9M
36,870
-1%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
116,018
+0%
减持
VUG
VANGUARD INDEX FDS
+$1.7M
61,725
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.6M
69,546
-3%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
66,695
+0%
减持
WMT
WALMART INC
+$1.6M
343,555
-1%
增持
—
UNILEVER PLC
+$1.4M
1,660,117
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
13,371
+2%
建仓
—
WOLFSPEED INC
+$1.3M
12,000
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
272,315
+8%
增持
MA
MASTERCARD INCORPORATED
+$1.2M
99,123
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
9,315
+17%
清仓
—
CREE INC
-$969.0K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
+$933.0K
38,610
-4%
增持
VOO
VANGUARD INDEX FDS
+$924.0K
21,909
+0%
减持
KO
COCA COLA CO
+$865.0K
135,182
-1%
减持
V
VISA INC
-$561.0K
79,294
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$543.0K
491,456
+6%
建仓
EWS
ISHARES INC
+$517.0K
24,175
减持
—
INDUSTRIAS BACHOCO SAB
-$470.0K
126,863
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$425.0K
33,406
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$404.0K
13,740
+201%
减持
FDX
FEDEX CORP
+$394.0K
12,582
-4%
减持
BIDU
BAIDU INC
-$388.0K
3,144
-44%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$379.0K
77,704
-19%
减持
LLY
LILLY ELI & CO
+$373.0K
8,323
-0%
增持
AMGN
AMGEN INC
+$371.0K
22,455
+2%
减持
USB
US BANCORP DEL
-$338.0K
92,791
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$335.0K
65,370
+13%
建仓
QQQ
INVESCO QQQ TR
+$333.0K
838
减持
NVDA
NVIDIA CORPORATION
+$311.0K
4,056
-5%
减持
—
TEMPLETON GLOBAL INCOME FD
-$291.0K
121,708
-29%
增持
TSLA
TESLA INC
+$288.0K
888
+6%
增持
D
DOMINION ENERGY INC
+$284.0K
22,399
+11%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$269.0K
4,883
减持
YUMC
YUM CHINA HLDGS INC
-$251.0K
29,578
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$248.0K
1,697
+10%
增持
RCI
ROGERS COMMUNICATIONS INC
+$233.0K
62,150
+6%
清仓
—
NOVOCURE LTD
-$232.0K
0
-100%
清仓
FCVT
FIRST TR EXCHANGE-TRADED FD
-$229.0K
0
-100%
建仓
HUBB
HUBBELL INC
+$229.0K
1,100
建仓
VNQ
VANGUARD INDEX FDS
+$228.0K
1,965
减持
META
META PLATFORMS INC
-$227.0K
29,603
-1%
建仓
HUM
HUMANA INC
+$227.0K
490
减持
FMS
FRESENIUS MED CARE AG&CO KGA
-$222.0K
37,449
-9%
减持
T
AT&T INC
-$220.0K
50,762
-7%
减持
DHR
DANAHER CORPORATION
+$218.0K
11,697
-2%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$217.0K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$213.0K
1,300
清仓
PODD
INSULET CORP
-$211.0K
0
-100%
清仓
—
CARNIVAL CORP
-$209.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$209.0K
4,425
+18%
清仓
SLB
SCHLUMBERGER LTD
-$207.0K
0
-100%
清仓
FIZZ
NATIONAL BEVERAGE CORP
-$207.0K
0
-100%
增持
BBWI
BATH & BODY WORKS INC
+$205.0K
22,646
+4%
减持
IDU
ISHARES TR
+$198.0K
31,746
-4%
增持
VSXY
VICTORIAS SECRET AND CO
+$193.0K
10,709
+47%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$187.0K
32,439
+1%
减持
ZTS
ZOETIS INC
+$185.0K
4,684
-5%
减持
LNT
ALLIANT ENERGY CORP
+$182.0K
33,646
-0%
减持
WY
WEYERHAEUSER CO MTN BE
+$180.0K
37,023
-2%
减持
JPM
JPMORGAN CHASE & CO
-$172.0K
17,509
-3%
减持
—
ROYAL DUTCH SHELL PLC
-$163.0K
17,246
-16%
增持
SJM
SMUCKER J M CO
+$162.0K
10,115
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$160.0K
15,503
+2%
减持
VFC
V F CORP
-$158.0K
6,150
-32%
增持
—
PROFIRE ENERGY INC
+$156.0K
945,398
+28%
增持
VVV
VALVOLINE INC
+$152.0K
12,245
+25%
减持
CSW
CSW INDUSTRIALS INC
-$146.0K
20,287
-0%
减持
DGX
QUEST DIAGNOSTICS INC
-$143.0K
1,220
-50%
增持
MO
ALTRIA GROUP INC
+$140.0K
28,648
+7%
减持
TRP
TC ENERGY CORP
-$128.0K
49,852
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$121.0K
7,187
+3%
减持
EEM
ISHARES TR
-$111.0K
31,607
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$110.0K
77,469
+2%
增持
BA
BOEING CO
-$110.0K
6,417
+1%
减持
IVV
ISHARES TR
+$108.0K
2,629
-1%
减持
—
DISCOVERY INC
-$108.0K
30,443
-8%
增持
LTRX
LANTRONIX INC
+$107.0K
24,000
+71%
减持
KMB
KIMBERLY-CLARK CORP
+$105.0K
11,146
-1%
减持
COP
CONOCOPHILLIPS
-$100.0K
8,317
-20%
减持
LOW
LOWES COS INC
+$95.0K
1,786
-1%
减持
HST
HOST HOTELS & RESORTS INC
-$90.0K
68,581
-13%
减持
PCAR
PACCAR INC
+$90.0K
11,309
-2%
减持
SYK
STRYKER CORPORATION
-$88.0K
6,745
-6%
减持
OKE
ONEOK INC NEW
+$88.0K
126,870
-0%
减持
EBAY
EBAY INC.
-$86.0K
26,955
-0%
增持
OGN
ORGANON & CO
+$86.0K
34,095
+17%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$84.0K
11,468
-7%
增持
—
BROOKFIELD INFRAST PARTNERS
+$83.0K
14,765
+2%
增持
TTI
TETRA TECHNOLOGIES INC DEL
-$79.0K
467,597
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$77.0K
1,676
+13%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$68.0K
21,605
-4%
增持
IJH
ISHARES TR
+$66.0K
2,387
+3%
减持
ENB
ENBRIDGE INC
-$64.0K
62,282
-1%
增持
PAC
GRUPO AEROPUERTO DEL PACIFIC
+$60.0K
2,656
+1%
增持
NFLX
NETFLIX INC
+$54.0K
979
+11%
增持
XLE
SELECT SECTOR SPDR TR
+$52.0K
9,170
+5%
增持
NGG
NATIONAL GRID PLC
+$50.0K
3,634
+2%
