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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 53
减持 75
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
NVO
NOVO-NORDISK A S
+$160.5M
6,497,372
-0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$128.5M
1,417
-0%
减持
AAPL
APPLE INC
-$105.8M
4,440,912
-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
MSFT
MICROSOFT CORP
+$62.9M
1,544,041
-1%
减持
COST
COSTCO WHSL CORP NEW
+$60.3M
869,676
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.7M
701,976
-0%
减持
DIS
DISNEY WALT CO
+$39.6M
1,238,720
-0%
减持
AMZN
AMAZON COM INC
+$27.5M
1,025,368
-1%
减持
GOOG
ALPHABET INC
+$22.1M
2,108,268
-1%
增持
NKE
NIKE INC
-$15.7M
1,082,635
+0%
减持
VHT
VANGUARD WORLD FD
+$14.0M
751,489
-0%
减持
ABBV
ABBVIE INC
+$14.0M
533,684
-1%
增持
BAC
BANK AMERICA CORP
+$12.8M
2,898,916
+1%
增持
TJX
TJX COS INC NEW
+$9.3M
1,145,625
+1%
减持
CL
COLGATE PALMOLIVE CO
+$7.2M
799,625
-2%
增持
GOOGL
ALPHABET INC
+$7.1M
630,105
+0%
增持
CVX
CHEVRON CORP NEW
+$7.1M
594,496
+2%
减持
PGR
PROGRESSIVE CORP
+$6.6M
144,760
-1%
增持
WMT
WALMART INC
+$6.2M
863,401
+198%
减持
SBUX
STARBUCKS CORP
-$6.0M
1,123,784
-1%
增持
MCD
MCDONALDS CORP
-$5.8M
400,783
+0%
增持
MRK
MERCK & CO INC
+$4.2M
176,945
+1%
减持
ABT
ABBOTT LABS
+$3.9M
1,530,964
-1%
减持
HD
HOME DEPOT INC
+$3.7M
105,296
-1%
增持
J
JACOBS SOLUTIONS INC
+$3.6M
94,266
+12%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$3.4M
302,096
-1%
减持
FDS
FACTSET RESH SYS INC
-$3.4M
148,395
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$3.3M
170,156
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.2M
92,542
+2%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
59,305
+4%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
370,682
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
571,944
+0%
减持
—
UNILEVER PLC
+$2.5M
1,687,310
-0%
增持
SHEL
SHELL PLC
+$2.4M
168,701
+24%
减持
—
EXXON MOBIL CORP
+$2.3M
143,594
-0%
减持
EXPD
EXPEDITORS INTL WASH INC
-$2.3M
325,081
-1%
减持
BAX
BAXTER INTL INC
+$2.1M
567,791
-1%
减持
PEP
PEPSICO INC
+$2.1M
415,955
-0%
减持
MA
MASTERCARD INCORPORATED
+$2.0M
48,075
-3%
增持
META
META PLATFORMS INC
+$1.9M
13,667
+3%
减持
IEMG
ISHARES INC
-$1.9M
151,534
-21%
增持
RTX
RTX CORPORATION
+$1.8M
92,919
+8%
增持
LLY
ELI LILLY & CO
+$1.8M
8,938
+1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.7M
78,310
-1%
减持
BDX
BECTON DICKINSON & CO
+$1.5M
570,861
-0%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
3,718
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
101,075
-3%
减持
OKE
ONEOK INC NEW
+$1.1M
112,868
-0%
建仓
—
LAM RESEARCH CORP
+$1.1M
1,133
增持
HSIC
HENRY SCHEIN INC
+$1.1M
119,257
+14%
增持
EMR
EMERSON ELEC CO
+$960.6K
51,768
+3%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$927.1K
277,437
+1%
增持
VVV
VALVOLINE INC
+$909.8K
110,912
+3%
增持
—
LABORATORY CORP AMER HLDGS
+$899.4K
23,576
+26%
增持
QCOM
QUALCOMM INC
+$893.6K
34,744
+1%
建仓
SU
SUNCOR ENERGY INC NEW
+$877.0K
23,761
增持
—
ALEXANDER & BALDWIN INC NEW
+$801.0K
60,475
+490%
增持
SPG
SIMON PPTY GROUP INC NEW
+$736.6K
48,961
+1%
增持
ESGV
VANGUARD WORLD FD
+$725.5K
16,000
+78%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$725.1K
14,033
+0%
减持
PG
PROCTER AND GAMBLE CO
+$714.6K
55,942
-2%
减持
QQQ
INVESCO QQQ TR
+$685.1K
21,361
-1%
增持
CMCSA
COMCAST CORP NEW
-$665.3K
1,691,521
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$649.9K
77,458
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$648.4K
213,520
-1%
增持
D
DOMINION ENERGY INC
+$624.3K
55,669
+24%
增持
PFE
PFIZER INC
+$621.4K
144,722
+23%
增持
AMGN
AMGEN INC
+$620.0K
25,023
+11%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$605.1K
25,140
+31%
增持
ADBE
ADOBE INC
+$602.7K
2,106
+173%
增持
C
CITIGROUP INC
+$594.1K
17,073
+81%
减持
VOO
VANGUARD INDEX FDS
+$585.6K
34,154
-6%
增持
JPM
JPMORGAN CHASE & CO
+$562.1K
17,790
+1%
增持
EWS
ISHARES INC
+$549.0K
64,070
+91%
减持
CSW
CSW INDUSTRIALS INC
+$523.7K
19,603
-0%
增持
NEE
NEXTERA ENERGY INC
+$512.4K
120,991
+2%
减持
JNJ
JOHNSON & JOHNSON
-$509.5K
551,309
-1%
增持
PSX
PHILLIPS 66
+$508.0K
16,478
+0%
清仓
BF/A
BROWN FORMAN CORP
-$501.3K
0
-100%
减持
RCI
ROGERS COMMUNICATIONS INC
-$494.4K
75,664
-2%
减持
INTC
INTEL CORP
-$473.2K
61,342
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$421.7K
7,710
-23%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$412.2K
92,990
-5%
增持
BBWI
BATH & BODY WORKS INC
+$401.0K
48,112
+4%
建仓
—
AVANGRID INC
+$400.8K
11,000
增持
—
JPMORGAN CHASE & CO
+$389.3K
103,405
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$360.7K
6,059
+3%
增持
AMAT
APPLIED MATLS INC
+$356.5K
3,596
+51%
增持
BA
BOEING CO
-$349.9K
5,247
+0%
增持
CAT
CATERPILLAR INC
+$340.5K
3,780
+7%
减持
SYY
SYSCO CORP
+$330.0K
59,367
-3%
减持
HNI
HNI CORP
-$327.0K
15,000
-38%
清仓
—
TOTALENERGIES SE
-$325.0K
0
-100%
减持
PCAR
PACCAR INC
+$315.1K
12,648
-1%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$311.0K
107
减持
TSLA
TESLA INC
-$302.0K
2,480
-16%
建仓
—
EATON CORP PLC
+$293.9K
940
建仓
—
BROOKFIELD RENEWABLE PARTNER
+$285.7K
12,300
减持
LULU
LULULEMON ATHLETICA INC
-$272.3K
2,236
-0%
减持
—
BANK AMERICA CORP
-$265.9K
15,941
-0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$265.8K
4,021
+22%
建仓
—
SABA CAPITAL INCOME & OPPORT
+$258.7K
67,715
清仓
VLTO
VERALTO CORP
-$249.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$241.8K
53,801
-14%
建仓
CI
THE CIGNA GROUP
+$241.5K
665
减持
ENB
ENBRIDGE INC
-$239.1K
49,691
-12%
增持
VTI
VANGUARD INDEX FDS
+$238.2K
6,058
+8%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$235.4K
42,502
-4%
清仓
HUM
HUMANA INC
-$233.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$232.4K
0
-100%
减持
UTMD
UTAH MED PRODS INC
-$229.2K
14,338
-3%
增持
IVV
ISHARES TR
+$224.9K
2,789
+7%
清仓
BIIB
BIOGEN INC
-$223.3K
0
-100%
减持
GE
GENERAL ELECTRIC CO
+$220.6K
8,708
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$220.4K
60,392
+0%
建仓
FSLR
FIRST SOLAR INC
+$219.4K
1,300
清仓
—
WOLFSPEED INC
-$217.6K
0
-100%
减持
—
MEDTRONIC PLC
+$217.0K
48,283
-0%
清仓
XLP
SELECT SECTOR SPDR TR
-$212.8K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$209.4K
7,632
+10%
减持
AXP
AMERICAN EXPRESS CO
-$207.7K
7,188
-27%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$204.3K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$203.9K
700
建仓
—
TORTOISE MIDSTRM ENERGY FD I
+$203.1K
5,300
减持
WFC
WELLS FARGO CO NEW
+$203.0K
27,229
-3%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$202.9K
0
-100%
减持
OGN
ORGANON & CO
+$193.2K
49,932
-3%
增持
—
LINDE PLC
+$193.2K
1,458
+24%
减持
DHR
DANAHER CORPORATION
+$191.9K
10,819
-0%
清仓
EMBC
EMBECTA CORP
-$191.3K
0
-100%
减持
GIS
GENERAL MLS INC
-$180.6K
4,853
-39%
增持
BN
BROOKFIELD CORP
+$171.8K
32,039
+10%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$163.9K
78,389
-3%
增持
—
PROFIRE ENERGY INC
+$162.6K
1,484,591
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$156.9K
12,538
+26%
减持
MMM
3M CO
-$153.8K
7,286
-14%
减持
NVS
NOVARTIS AG
-$150.7K
21,493
-3%
减持
LNT
ALLIANT ENERGY CORP
-$137.2K
21,346
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$135.0K
3,882
+5%
减持
FDX
FEDEX CORP
+$127.2K
5,111
-4%
减持
EBAY
EBAY INC.
+$124.7K
15,520
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$120.6K
47,620
-3%
减持
TGT
TARGET CORP
+$120.5K
3,608
-1%
减持
V
VISA INC
-$119.7K
14,736
-9%
减持
CSCO
CISCO SYS INC
-$117.8K
31,624
-6%
减持
AGG
ISHARES TR
-$117.2K
3,092
-27%
减持
ATO
ATMOS ENERGY CORP
-$108.7K
2,422
-29%
减持
UNH
UNITEDHEALTH GROUP INC
-$108.0K
2,520
-2%
减持
ORCL
ORACLE CORP
+$107.9K
5,869
-2%
减持
—
BROOKFIELD INFRAST PARTNERS
-$106.2K
9,167
-26%
