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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 57
减持 79
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NVO
NOVO-NORDISK A S
-$159.0M
6,438,614
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$106.9M
1,408
-0%
减持
AAPL
APPLE INC
+$91.6M
4,373,933
-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
-$37.2M
2,067,579
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.1M
688,846
+0%
减持
MSFT
MICROSOFT CORP
-$30.7M
1,521,202
-1%
减持
COST
COSTCO WHSL CORP NEW
+$28.2M
855,370
-0%
增持
MCD
MCDONALDS CORP
+$20.1M
401,711
+0%
增持
—
ACCENTURE PLC IRELAND
+$18.9M
372,424
+0%
减持
SBUX
STARBUCKS CORP
+$18.4M
1,058,676
-3%
减持
—
UNILEVER PLC
+$16.3M
1,674,055
-0%
减持
ABT
ABBOTT LABS
+$15.3M
1,526,447
-0%
增持
NKE
NIKE INC
+$14.5M
1,062,550
+1%
减持
ABBV
ABBVIE INC
+$13.3M
528,870
-0%
减持
WMT
WALMART INC
+$10.3M
843,076
-1%
减持
VHT
VANGUARD WORLD FD
+$10.1M
744,586
-1%
减持
GOOGL
ALPHABET INC
-$9.7M
578,905
-0%
减持
AMZN
AMAZON COM INC
-$8.3M
1,020,426
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$8.2M
214,361
-26%
减持
TJX
TJX COS INC NEW
+$8.1M
1,151,379
-0%
减持
FDS
FACTSET RESH SYS INC
+$7.6M
148,531
-0%
减持
JNJ
JOHNSON & JOHNSON
+$7.4M
527,847
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$6.2M
55,458
-1%
减持
HD
HOME DEPOT INC
+$6.1M
103,938
-1%
减持
PGR
PROGRESSIVE CORP
+$5.8M
139,515
-2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$5.5M
304,121
+1%
减持
CL
COLGATE PALMOLIVE CO
+$4.8M
786,595
-1%
增持
CMCSA
COMCAST CORP NEW
+$4.8M
1,687,106
+1%
增持
CVX
CHEVRON CORP NEW
-$4.2M
595,322
+1%
减持
BDX
BECTON DICKINSON & CO
+$3.9M
567,362
-0%
增持
DIS
DISNEY WALT CO
-$3.7M
1,229,012
+0%
建仓
AMTM
AMENTUM HOLDINGS INC
+$3.3M
101,793
减持
EW
EDWARDS LIFESCIENCES CORP
-$3.0M
90,894
-7%
清仓
—
BLACKROCK INC
-$2.7M
0
-100%
增持
HSIC
HENRY SCHEIN INC
+$2.6M
148,542
+15%
减持
MA
MASTERCARD INCORPORATED
+$2.4M
46,849
-0%
增持
RTX
RTX CORPORATION
+$2.4M
101,648
+3%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$2.4M
280,071
+1%
增持
UNP
UNION PAC CORP
+$2.3M
53,101
+11%
增持
D
DOMINION ENERGY INC
+$2.2M
113,129
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
573,813
+0%
增持
PEP
PEPSICO INC
+$2.1M
414,723
+0%
减持
BAX
BAXTER INTL INC
+$2.0M
550,579
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$2.0M
209,229
-1%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
124,334
+2%
减持
CSW
CSW INDUSTRIALS INC
+$1.8M
18,460
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
63,124
+5%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$1.4M
75,089
-2%
增持
PFE
PFIZER INC
+$1.3M
218,344
+22%
增持
—
BANK AMERICA CORP
+$1.2M
15,346
+0%
减持
QCOM
QUALCOMM INC
-$1.1M
31,486
-3%
增持
META
META PLATFORMS INC
+$1.1M
14,045
+2%
减持
ECL
ECOLAB INC
+$1.1M
74,114
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$958.4K
14,144
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$890.7K
87,668
-5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$879.7K
49,025
+0%
增持
LH
LABCORP HOLDINGS INC
+$865.8K
30,514
+4%
增持
—
ALEXANDER & BALDWIN INC NEW
+$841.1K
185,240
+16%
减持
OKE
ONEOK INC NEW
+$825.3K
106,149
-2%
增持
EWS
ISHARES INC
+$780.6K
97,315
+36%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$774.4K
79,697
+4%
增持
MRK
MERCK & CO INC
-$750.3K
184,986
+5%
减持
PYPL
PAYPAL HLDGS INC
+$721.2K
45,080
-6%
增持
SHEL
SHELL PLC
+$703.6K
228,244
+15%
清仓
HNI
HNI CORP
-$675.3K
0
-100%
增持
AMGN
AMGEN INC
+$640.2K
23,688
+6%
清仓
—
LAM RESEARCH CORP
-$630.4K
0
-100%
减持
KO
COCA COLA CO
+$619.6K
108,608
-4%
增持
—
MEDTRONIC PLC
+$599.6K
48,799
+1%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$498.6K
8,979
增持
KMI
KINDER MORGAN INC DEL
+$444.9K
164,595
+2%
减持
PG
PROCTER AND GAMBLE CO
+$430.0K
55,439
-0%
减持
VOO
VANGUARD INDEX FDS
+$404.8K
25,031
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$377.3K
8,349
+3%
减持
BN
BROOKFIELD CORP
+$368.3K
31,970
-0%
增持
KVUE
KENVUE INC
+$367.9K
36,471
+39%
增持
—
EXXON MOBIL CORP
+$327.4K
143,294
+0%
增持
BBWI
BATH & BODY WORKS INC
-$322.1K
49,140
+1%
减持
YUMC
YUM CHINA HLDGS INC
+$306.6K
23,081
-3%
减持
VYM
VANGUARD WHITEHALL FDS
+$292.1K
34,116
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$286.9K
19,249
+3%
增持
CSCO
CISCO SYS INC
+$282.9K
34,069
+6%
减持
DHR
DANAHER CORPORATION
+$277.7K
10,921
-1%
减持
SYY
SYSCO CORP
+$274.5K
56,466
-2%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$272.9K
24,320
减持
AXP
AMERICAN EXPRESS CO
+$271.4K
7,138
-1%
减持
IEMG
ISHARES INC
+$270.8K
130,980
-3%
建仓
GS
GOLDMAN SACHS GROUP INC
+$266.9K
539
减持
IDU
ISHARES TR
+$263.3K
18,870
-0%
减持
RCI
ROGERS COMMUNICATIONS INC
-$250.6K
43,539
-20%
建仓
ES
EVERSOURCE ENERGY
+$244.5K
3,593
减持
UPS
UNITED PARCEL SERVICE INC
-$240.5K
98,231
-1%
减持
OGN
ORGANON & CO
-$233.7K
40,297
-17%
减持
LLY
ELI LILLY & CO
-$228.0K
8,979
-1%
建仓
—
TRANE TECHNOLOGIES PLC
+$227.8K
586
减持
TRP
TC ENERGY CORP
+$226.9K
24,520
-1%
建仓
A
AGILENT TECHNOLOGIES INC
+$225.7K
1,520
减持
PSX
PHILLIPS 66
-$224.3K
16,178
-3%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$216.4K
22,705
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$214.8K
80,939
+10%
建仓
NOW
SERVICENOW INC
+$214.7K
240
增持
TSLA
TESLA INC
+$210.4K
2,680
+8%
增持
BAC
BANK AMERICA CORP
+$206.8K
2,905,621
+0%
增持
C
CITIGROUP INC
+$203.7K
23,131
+18%
减持
ENB
ENBRIDGE INC
+$203.5K
40,941
-0%
清仓
BIIB
BIOGEN INC
-$202.4K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$201.9K
1,293
+17%
减持
MMM
3M CO
+$198.8K
6,860
-5%
增持
VTI
VANGUARD INDEX FDS
+$196.5K
6,417
+6%
减持
LNT
ALLIANT ENERGY CORP
+$194.4K
20,602
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$184.7K
2,672
-1%
减持
UTMD
UTAH MED PRODS INC
-$184.5K
5,232
-35%
减持
CVS
CVS HEALTH CORP
-$183.8K
16,620
-20%
增持
—
WELLS FARGO CO NEW
+$181.6K
1,501
+2%
减持
DMLP
DORCHESTER MINERALS LP
-$181.3K
83,109
-5%
减持
BA
BOEING CO
-$180.2K
5,089
-3%
减持
NVS
NOVARTIS AG
+$175.9K
21,423
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$172.5K
6,484
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$168.7K
3,685
-1%
减持
FDX
FEDEX CORP
-$163.1K
4,859
-2%
减持
EMR
EMERSON ELEC CO
-$158.6K
37,564
-3%
减持
V
VISA INC
+$155.3K
15,153
-1%
增持
J
JACOBS SOLUTIONS INC
+$153.0K
101,993
+8%
减持
ORCL
ORACLE CORP
+$151.4K
5,669
-2%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$144.7K
38,097
-3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$143.9K
0
-100%
增持
PSA
PUBLIC STORAGE OPER CO
+$142.5K
1,492
+7%
减持
YUM
YUM BRANDS INC
+$135.4K
30,550
-2%
减持
HON
HONEYWELL INTL INC
-$130.7K
7,067
-5%
减持
LMNR
LIMONEIRA CO
+$130.3K
28,089
-5%
减持
SYK
STRYKER CORPORATION
+$123.9K
6,465
-1%
减持
USB
US BANCORP DEL
+$121.3K
25,877
-3%
减持
GEV
GE VERNOVA INC
+$119.0K
1,628
-6%
增持
MO
ALTRIA GROUP INC
+$117.1K
17,180
+3%
增持
IVV
ISHARES TR
+$111.0K
2,753
+2%
清仓
SABA
SABA CAPITAL INCOME & OPPORT
-$108.4K
0
-100%
增持
—
LINDE PLC
+$108.2K
1,690
+6%
减持
WFC
WELLS FARGO CO NEW
-$103.3K
26,799
-2%
增持
ORA
ORMAT TECHNOLOGIES INC
+$97.9K
5,000
+25%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$94.3K
3,737
+1%
减持
BSV
VANGUARD BD INDEX FDS
+$90.3K
46,355
-0%
减持
T
AT&T INC
+$90.2K
31,257
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$89.5K
2,758
+23%
增持
MDLZ
MONDELEZ INTL INC
+$84.2K
8,331
+3%
增持
VVV
VALVOLINE INC
+$83.0K
113,749
+5%
增持
GIS
GENERAL MLS INC
+$81.9K
5,342
+8%
减持
CMI
CUMMINS INC
+$79.0K
1,745
-1%
增持
IJH
ISHARES TR
+$78.5K
8,781
+10%
减持
AJG
GALLAGHER ARTHUR J & CO
+$77.1K
3,883
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$71.7K
1,600
+23%
