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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 52
减持 82
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$166.0M
4,403,688
-1%
减持
COST
COSTCO WHSL CORP NEW
+$93.0M
858,957
-1%
减持
NVO
NOVO-NORDISK A S
+$91.4M
6,484,754
-0%
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
+$61.8M
2,087,306
-1%
减持
MSFT
MICROSOFT CORP
+$35.6M
1,533,123
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$32.7M
1,415
-0%
减持
DIS
DISNEY WALT CO
-$29.6M
1,228,101
-1%
减持
NKE
NIKE INC
-$22.3M
1,053,592
-3%
减持
SBUX
STARBUCKS CORP
-$17.9M
1,089,859
-3%
增持
—
ACCENTURE PLC IRELAND
-$15.7M
371,621
+0%
减持
ABT
ABBOTT LABS
-$15.3M
1,527,229
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.3M
688,146
-2%
增持
AMZN
AMAZON COM INC
+$13.4M
1,026,633
+0%
增持
TJX
TJX COS INC NEW
+$11.1M
1,155,674
+1%
增持
MCD
MCDONALDS CORP
-$10.8M
401,147
+0%
减持
GOOGL
ALPHABET INC
+$10.7M
580,596
-8%
减持
JNJ
JOHNSON & JOHNSON
-$9.1M
534,584
-3%
减持
BDX
BECTON DICKINSON & CO
-$8.3M
568,767
-0%
减持
—
UNILEVER PLC
+$7.8M
1,681,559
-0%
减持
CMCSA
COMCAST CORP NEW
-$7.6M
1,677,291
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$7.2M
97,933
-42%
增持
FDS
FACTSET RESH SYS INC
-$6.7M
148,655
+0%
减持
ABBV
ABBVIE INC
-$6.1M
531,230
-0%
建仓
LH
LABCORP HOLDINGS INC
+$6.0M
29,254
减持
WMT
WALMART INC
+$5.9M
853,916
-1%
减持
BAX
BAXTER INTL INC
-$5.4M
563,908
-1%
减持
BAC
BANK AMERICA CORP
+$5.2M
2,893,845
-0%
清仓
—
LABORATORY CORP AMER HLDGS
-$5.2M
0
-100%
减持
CL
COLGATE PALMOLIVE CO
+$4.8M
791,991
-1%
减持
PEP
PEPSICO INC
-$4.4M
414,646
-0%
减持
HD
HOME DEPOT INC
-$4.4M
104,680
-1%
减持
VOO
VANGUARD INDEX FDS
-$3.6M
25,600
-25%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.5M
92,722
+0%
增持
VHT
VANGUARD WORLD FD
-$3.3M
751,862
+0%
减持
EXPD
EXPEDITORS INTL WASH INC
-$3.2M
291,147
-10%
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$3.1M
105,990
增持
SHEL
SHELL PLC
+$3.0M
198,796
+18%
清仓
—
JPMORGAN CHASE & CO
-$2.9M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$2.5M
46,924
-2%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
60,090
+1%
减持
CVX
CHEVRON CORP NEW
-$1.9M
587,302
-1%
增持
—
ALEXANDER & BALDWIN INC NEW
+$1.7M
160,115
+165%
减持
EMR
EMERSON ELEC CO
-$1.6M
38,734
-25%
减持
MRK
MERCK & CO INC
-$1.6M
175,746
-1%
增持
D
DOMINION ENERGY INC
+$1.6M
87,849
+58%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
99,622
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.4M
39,227
-8%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
37,786
+916%
增持
J
JACOBS SOLUTIONS INC
-$1.3M
94,466
+0%
增持
LLY
ELI LILLY & CO
+$1.2M
9,038
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
56,195
-7%
减持
RCI
ROGERS COMMUNICATIONS INC
-$1.1M
54,118
-28%
减持
CAH
CARDINAL HEALTH INC
-$1.1M
13,807
-37%
增持
PFE
PFIZER INC
+$1.0M
179,474
+24%
增持
NEE
NEXTERA ENERGY INC
+$929.9K
122,334
+1%
增持
UNP
UNION PAC CORP
-$868.7K
47,792
+1%
减持
INTC
INTEL CORP
-$859.8K
59,726
-3%
增持
RTX
RTX CORPORATION
+$834.2K
98,581
+6%
减持
PYPL
PAYPAL HLDGS INC
-$807.7K
48,189
-10%
减持
TTI
TETRA TECHNOLOGIES INC DEL
-$807.0K
436,350
-17%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$786.6K
76,754
-1%
增持
QQQ
INVESCO QQQ TR
+$785.2K
21,435
+0%
增持
HSIC
HENRY SCHEIN INC
-$741.1K
128,942
+8%
减持
—
BANK AMERICA CORP
-$727.0K
15,301
-4%
减持
SYY
SYSCO CORP
-$686.2K
57,896
-2%
减持
CVS
CVS HEALTH CORP
-$661.1K
20,807
-12%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$660.5K
278,627
+0%
减持
ADBE
ADOBE INC
-$616.0K
804
-62%
减持
QCOM
QUALCOMM INC
+$601.3K
32,551
-6%
减持
IEMG
ISHARES INC
-$570.3K
135,415
-11%
增持
ECL
ECOLAB INC
+$534.4K
74,914
+0%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$527.1K
76,792
-2%
增持
BBWI
BATH & BODY WORKS INC
-$516.0K
48,415
+1%
减持
UTMD
UTAH MED PRODS INC
-$485.0K
8,002
-44%
减持
—
LAM RESEARCH CORP
-$470.4K
592
-48%
减持
—
MEDTRONIC PLC
-$414.1K
48,199
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$382.8K
572,648
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$380.9K
3,357
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$378.5K
6,519
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$365.5K
14,088
+0%
减持
PCAR
PACCAR INC
-$350.4K
11,818
-7%
增持
PSX
PHILLIPS 66
-$340.6K
16,653
+1%
减持
PGR
PROGRESSIVE CORP
-$340.6K
142,500
-2%
减持
ENB
ENBRIDGE INC
-$338.7K
40,997
-17%
减持
CSW
CSW INDUSTRIALS INC
+$332.7K
18,588
-5%
建仓
GEV
GE VERNOVA INC
+$296.3K
1,727
建仓
ORA
ORMAT TECHNOLOGIES INC
+$286.8K
4,000
清仓
—
BROOKFIELD INFRAST PARTNERS
-$286.1K
0
-100%
增持
META
META PLATFORMS INC
+$284.5K
13,726
+0%
减持
GE
GE AEROSPACE
-$283.3K
7,833
-10%
增持
—
PROFIRE ENERGY INC
-$273.3K
1,741,655
+17%
减持
YUM
YUM BRANDS INC
-$268.4K
31,200
-2%
减持
VVV
VALVOLINE INC
-$266.0K
108,272
-2%
减持
YUMC
YUM CHINA HLDGS INC
-$261.3K
23,753
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$261.2K
24,013
-24%
清仓
—
SABA CAPITAL INCOME & OPPORT
-$258.7K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
-$255.4K
48,791
-0%
建仓
FLXR
TCW ETF TRUST
+$251.6K
6,590
清仓
FTRE
FORTREA HLDGS INC
-$245.9K
0
-100%
建仓
BX
BLACKSTONE INC
+$242.5K
1,959
减持
WY
WEYERHAEUSER CO MTN BE
-$238.7K
30,304
-1%
建仓
—
ASTRAZENECA PLC
+$234.1K
3,002
减持
LULU
LULULEMON ATHLETICA INC
-$223.5K
2,176
-3%
增持
SPGI
S&P GLOBAL INC
+$222.1K
1,345
+51%
减持
—
EXXON MOBIL CORP
-$221.8K
143,064
-0%
清仓
A
AGILENT TECHNOLOGIES INC
-$221.2K
0
-100%
增持
SU
SUNCOR ENERGY INC NEW
+$218.8K
28,761
+21%
建仓
MS
MORGAN STANLEY
+$216.8K
2,231
增持
JPM
JPMORGAN CHASE & CO.
+$208.6K
18,649
+5%
建仓
BIIB
BIOGEN INC
+$202.4K
873
增持
VEA
VANGUARD TAX-MANAGED FDS
+$201.5K
15,728
+37%
减持
OKE
ONEOK INC NEW
-$200.6K
108,498
-4%
增持
EWS
ISHARES INC
+$198.6K
71,610
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$179.1K
6,327
+28%
增持
C
CITIGROUP INC
+$164.6K
19,608
+15%
减持
USB
US BANCORP DEL
-$156.6K
26,752
-2%
增持
ROK
ROCKWELL AUTOMATION INC
+$153.9K
1,300
+86%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$146.1K
73,889
-6%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$142.8K
17,300
+41%
增持
PM
PHILIP MORRIS INTL INC
+$131.3K
12,642
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$130.9K
2,705
+7%
增持
—
RENEW ENERGY GLOBAL PLC
+$128.4K
35,000
+133%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$127.2K
11,899
-5%
减持
SCHF
SCHWAB STRATEGIC TR
-$125.1K
8,603
-26%
减持
IJR
ISHARES TR
-$123.3K
3,313
-23%
减持
T
AT&T INC
-$123.2K
31,266
-24%
减持
AMGN
AMGEN INC
-$122.2K
22,379
-11%
增持
APD
AIR PRODS & CHEMS INC
+$119.4K
2,840
+12%
增持
CAT
CATERPILLAR INC
-$117.7K
3,805
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$110.1K
6,170
+36%
减持
SCHW
SCHWAB CHARLES CORP
+$109.8K
211,098
-1%
增持
—
BLACKROCK INC
-$108.7K
3,477
+2%
减持
DE
DEERE & CO
-$108.4K
2,788
-0%
建仓
SABA
SABA CAPITAL INCOME & OPPORT
+$108.4K
13,894
增持
V
VISA INC
-$101.5K
15,282
+4%
增持
AVGO
BROADCOM INC
+$100.7K
227
+14%
增持
TXN
TEXAS INSTRS INC
+$100.4K
4,402
+1%
减持
PG
PROCTER AND GAMBLE CO
+$95.4K
55,615
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$95.3K
3,735
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$93.7K
46,380
-3%
减持
TRP
TC ENERGY CORP
-$92.7K
24,777
-3%
减持
FMS
FRESENIUS MEDICAL CARE AG
-$87.2K
16,293
-21%
增持
COP
CONOCOPHILLIPS
-$85.4K
7,822
+2%
减持
IWM
ISHARES TR
-$79.8K
1,114
-23%
减持
ORCL
ORACLE CORP
+$77.4K
5,769
-2%
减持
PAC
GRUPO AEROPUERTO DEL PACIFIC
-$68.9K
2,039
-14%
增持
HON
HONEYWELL INTL INC
+$67.1K
7,453
+0%
减持
OGN
ORGANON & CO
+$65.9K
48,532
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.0K
2,238
+36%
增持
HST
HOST HOTELS & RESORTS INC
-$64.1K
35,233
+4%
