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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 40
减持 93
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$111.4M
4,536,181
-1%
增持
NVO
NOVO-NORDISK A S
+$61.9M
6,539,202
+99%
减持
MSFT
MICROSOFT CORP
-$43.7M
1,566,327
-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
GOOG
ALPHABET INC
+$21.0M
2,132,978
-1%
减持
ABT
ABBOTT LABS
-$20.1M
1,543,184
-1%
减持
COST
COSTCO WHSL CORP NEW
+$17.6M
875,042
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$16.8M
1,421
-0%
减持
NKE
NIKE INC
-$16.5M
1,080,606
-0%
减持
MCD
MCDONALDS CORP
-$14.4M
399,334
-0%
减持
JNJ
JOHNSON & JOHNSON
-$11.3M
576,513
-6%
减持
DIS
DISNEY WALT CO
-$10.4M
1,237,294
-0%
减持
SBUX
STARBUCKS CORP
-$9.6M
1,133,697
-1%
增持
CVX
CHEVRON CORP NEW
+$8.7M
550,857
+3%
减持
VHT
VANGUARD WORLD FDS
-$7.9M
749,339
-0%
减持
ABBV
ABBVIE INC
+$7.1M
541,009
-1%
减持
CL
COLGATE PALMOLIVE CO
-$7.1M
826,761
-3%
减持
PGR
PROGRESSIVE CORP
-$7.1M
212,760
-23%
减持
PEP
PEPSICO INC
-$6.9M
405,399
-1%
增持
FDS
FACTSET RESH SYS INC
+$5.8M
147,911
+1%
减持
BAX
BAXTER INTL INC
-$5.7M
605,854
-3%
减持
GOOGL
ALPHABET INC
+$5.5M
626,307
-2%
减持
BDX
BECTON DICKINSON & CO
-$4.7M
574,262
-1%
减持
AMZN
AMAZON COM INC
-$4.6M
1,039,944
-1%
增持
—
UNILEVER PLC
-$4.6M
1,692,928
+0%
减持
CMCSA
COMCAST CORP NEW
+$4.0M
1,566,127
-1%
减持
CVS
CVS HEALTH CORP
-$4.0M
30,416
-66%
增持
SHEL
SHELL PLC
+$3.9M
121,878
+88%
增持
EW
EDWARDS LIFESCIENCES CORP
-$3.9M
170,919
+2%
减持
TJX
TJX COS INC NEW
+$3.8M
1,122,213
-1%
增持
BAC
BANK AMERICA CORP
-$3.6M
2,850,490
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
704,341
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$3.0M
329,567
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
104,727
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$2.2M
59,344
+3%
减持
—
BANK AMERICA CORP
-$2.2M
16,155
-5%
增持
—
PROFIRE ENERGY INC
+$2.2M
1,421,238
+0%
增持
RTX
RTX CORPORATION
-$2.1M
83,463
+1%
减持
NEE
NEXTERA ENERGY INC
-$2.0M
116,881
-0%
减持
HD
HOME DEPOT INC
-$2.0M
115,164
-3%
增持
MRK
MERCK & CO INC
-$1.9M
167,091
+1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.9M
45,173
-5%
增持
J
JACOBS SOLUTIONS INC
+$1.8M
63,246
+9%
减持
—
EXXON MOBIL CORP
+$1.4M
143,675
-0%
减持
—
ACCENTURE PLC IRELAND
-$1.2M
372,871
-1%
增持
AMGN
AMGEN INC
+$1.0M
21,899
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.0M
90,317
+3%
减持
KMI
KINDER MORGAN INC DEL
-$1.0M
195,523
-21%
减持
SCHW
SCHWAB CHARLES CORP
-$943.1K
439,245
-1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$937.7K
281,377
-3%
增持
VVV
VALVOLINE INC
+$907.2K
94,377
+66%
增持
VZ
VERIZON COMMUNICATIONS INC
-$879.7K
619,653
+10%
减持
SPG
SIMON PPTY GROUP INC NEW
-$731.0K
49,299
-6%
减持
PYPL
PAYPAL HLDGS INC
-$652.6K
69,455
-2%
增持
LLY
ELI LILLY & CO
+$613.3K
8,924
+0%
减持
SYY
SYSCO CORP
-$612.3K
61,695
-2%
减持
IEMG
ISHARES INC
-$599.8K
218,046
-2%
减持
MA
MASTERCARD INCORPORATED
-$598.2K
49,287
-4%
增持
HSIC
HENRY SCHEIN INC
+$590.7K
81,055
+21%
增持
VUG
VANGUARD INDEX FDS
-$581.9K
56,367
+0%
减持
KO
COCA COLA CO
-$578.2K
122,237
-1%
减持
USB
US BANCORP DEL
-$577.5K
34,091
-34%
增持
RCI
ROGERS COMMUNICATIONS INC
-$531.8K
89,600
+3%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$518.2K
77,763
-0%
减持
D
DOMINION ENERGY INC
-$466.6K
48,834
-4%
增持
PFE
PFIZER INC
-$411.4K
118,170
+0%
减持
VOO
VANGUARD INDEX FDS
-$404.8K
21,143
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$398.4K
113,560
-4%
建仓
KVUE
KENVUE INC
+$369.6K
18,406
减持
ISRG
INTUITIVE SURGICAL INC
-$366.3K
5,278
-5%
减持
OGN
ORGANON & CO
-$350.1K
81,588
-4%
减持
PG
PROCTER AND GAMBLE CO
-$348.1K
57,111
-0%
减持
PSX
PHILLIPS 66
+$325.7K
14,595
-3%
减持
IDU
ISHARES TR
-$321.6K
19,010
-10%
减持
TRP
TC ENERGY CORP
-$306.5K
33,315
-7%
减持
QCOM
QUALCOMM INC
-$305.3K
36,857
-0%
增持
—
MEDTRONIC PLC
-$304.8K
50,424
+4%
减持
—
WOLFSPEED INC
-$286.1K
10,000
-17%
增持
META
META PLATFORMS INC
+$262.6K
13,035
+2%
减持
AXP
AMERICAN EXPRESS CO
-$249.7K
9,864
-0%
建仓
FTRE
FORTREA HLDGS INC
+$249.2K
8,716
清仓
EFX
EQUIFAX INC
-$246.6K
0
-100%
减持
ENB
ENBRIDGE INC
-$246.0K
57,877
-1%
减持
—
BROOKFIELD INFRAST PARTNERS
-$241.7K
22,477
-9%
清仓
TIP
ISHARES TR
-$241.2K
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$239.2K
3,264
+42%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$233.5K
531
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$232.5K
0
-100%
减持
WMT
WALMART INC
+$228.7K
288,644
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$228.0K
10,039
-4%
减持
HNI
HNI CORP
-$225.0K
40,700
-30%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$223.3K
17,643
+43%
建仓
MPC
MARATHON PETE CORP
+$221.7K
1,465
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$218.7K
5,295
减持
HON
HONEYWELL INTL INC
-$218.7K
7,784
-3%
清仓
C
CITIGROUP INC
-$216.9K
0
-100%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$212.8K
0
-100%
清仓
BIV
VANGUARD BD INDEX FDS
-$212.5K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$208.4K
10,075
-0%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$207.0K
0
-100%
清仓
IWM
ISHARES TR
-$206.7K
0
-100%
建仓
LEVI
LEVI STRAUSS & CO NEW
+$204.4K
15,050
减持
SYK
STRYKER CORPORATION
-$203.4K
6,297
-0%
清仓
—
ETF MANAGERS TR
-$200.5K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$198.4K
14,249
-21%
增持
—
JPMORGAN CHASE & CO
+$193.3K
99,656
+1%
减持
BOH
BANK HAWAII CORP
+$187.3K
24,300
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$179.0K
5,909
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$174.6K
43,591
-6%
减持
V
VISA INC
-$173.0K
16,257
-1%
减持
CSW
CSW INDUSTRIALS INC
+$169.1K
20,333
-0%
清仓
WBD
WARNER BROS DISCOVERY INC
-$162.7K
0
-100%
减持
DE
DEERE & CO
-$159.0K
2,803
-7%
建仓
ET
ENERGY TRANSFER L P
+$150.1K
10,697
增持
BBWI
BATH & BODY WORKS INC
-$145.6K
39,946
+0%
增持
—
BLACKROCK INC
-$143.0K
3,280
+0%
减持
LNT
ALLIANT ENERGY CORP
-$139.0K
31,246
-1%
减持
SNA
SNAP ON INC
-$136.6K
4,000
-0%
减持
—
KELLANOVA
-$132.7K
11,695
-5%
减持
COP
CONOCOPHILLIPS
+$128.2K
8,492
-1%
减持
BA
BOEING CO
-$127.9K
5,482
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$120.3K
14,086
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$118.7K
16,582
-2%
减持
WFC
WELLS FARGO CO NEW
-$117.2K
29,017
-5%
增持
CAT
CATERPILLAR INC
+$115.4K
3,533
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$114.4K
106,445
-1%
减持
NVS
NOVARTIS AG
-$114.2K
28,519
-5%
减持
OKE
ONEOK INC NEW
+$110.8K
118,705
-1%
减持
INTC
INTEL CORP
+$107.0K
63,385
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$101.6K
10,728
+46%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$93.3K
80,170
-2%
减持
UNP
UNION PAC CORP
-$90.5K
51,963
-0%
减持
T
AT&T INC
-$89.5K
43,034
-7%
减持
CSX
CSX CORP
-$86.6K
14,012
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$82.4K
2,599
+2%
增持
WY
WEYERHAEUSER CO MTN BE
-$81.4K
32,059
+1%
增持
NVDA
NVIDIA CORPORATION
+$80.6K
3,620
+2%
减持
MMM
3M CO
-$80.0K
9,421
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$72.2K
6,950
-2%
减持
EMBC
EMBECTA CORP
-$72.1K
10,777
-1%
增持
—
LABORATORY CORP AMER HLDGS
+$70.4K
13,513
+23%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$68.3K
11,475
-7%
增持
UTMD
UTAH MED PRODS INC
-$67.2K
14,311
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$66.8K
4,000
+34%
增持
TXN
TEXAS INSTRS INC
-$66.7K
4,339
+3%
减持
JPM
JPMORGAN CHASE & CO
-$65.9K
17,742
-2%
增持
EWS
ISHARES INC
+$65.6K
22,310
+20%
减持
DHR
DANAHER CORPORATION
+$59.1K
10,942
-1%
增持
PM
PHILIP MORRIS INTL INC
-$58.6K
12,891
+1%
减持
HST
HOST HOTELS & RESORTS INC
-$57.2K
33,915
-5%
减持
OXY
OCCIDENTAL PETE CORP
-$56.3K
5,253
-22%
