小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 56
增持 15
减持 38
清仓 41
方向
标的
Δ市值
现股数(环比)
建仓
—
Costco Companies Inc.
+$801.3M
847,191
清仓
COST
COSTCO WHSL CORP NEW
-$780.6M
0
-100%
减持
BRK/A
Berkshire Hathaway Class A
+$164.4M
1,405
-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
AAPL
Apple, Inc.
-$132.4M
4,307,274
-1%
清仓
—
ACCENTURE PLC IRELAND
-$131.9M
0
-100%
建仓
—
Accenture Ltd. - Cl A
+$116.1M
372,068
减持
NVO
Novo Nordisk ADR
-$110.1M
6,408,022
-1%
减持
GOOG
Alphabet, Class C
-$73.2M
2,052,659
-1%
减持
MSFT
Microsoft Corp.
-$71.9M
1,505,403
-0%
减持
BRK/B
Berkshire Hathaway Class B
+$46.6M
679,498
-2%
增持
AMZN
Amazon.com
-$29.1M
1,041,133
+1%
减持
ABT
Abbott Laboratories
+$27.9M
1,512,800
-1%
建仓
—
Verizon Communications
+$26.1M
575,989
建仓
—
Mastercard Inc
+$25.2M
45,939
清仓
MA
MASTERCARD INCORPORATED
-$24.6M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$23.3M
0
-100%
减持
GOOGL
Alphabet, Class A
-$20.9M
575,435
-1%
清仓
MRK
MERCK & CO INC
-$19.8M
0
-100%
建仓
—
Merck & Company Inc.
+$18.9M
210,775
清仓
J
JACOBS SOLUTIONS INC
-$17.9M
0
-100%
建仓
—
Jacobs Solutions Inc
+$17.1M
141,621
建仓
—
Exxon Mobil
+$17.0M
143,267
减持
DIS
Walt Disney Company
-$16.5M
1,209,160
-1%
减持
ABBV
AbbVie Inc.
+$16.0M
524,149
-1%
清仓
—
EXXON MOBIL CORP
-$15.5M
0
-100%
增持
NKE
Nike Inc Class B
-$12.7M
1,072,954
+1%
减持
CVX
Chevron Corporation
+$9.0M
572,235
-4%
减持
MCD
McDonalds Corp.
+$8.3M
403,473
-1%
清仓
META
META PLATFORMS INC
-$8.3M
0
-100%
建仓
—
Meta Platforms Inc
+$8.0M
13,949
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$7.4M
0
-100%
减持
VHT
Vanguard Health Care ETF
+$7.2M
743,999
-1%
增持
AWK
American Water Works
+$7.1M
307,961
+0%
减持
BAC
Bank of America Corp.
-$7.0M
2,885,383
-0%
建仓
—
Dominion Energy Inc
+$7.0M
124,879
清仓
EW
EDWARDS LIFESCIENCES CORP
-$6.7M
0
-100%
清仓
D
DOMINION ENERGY INC
-$6.6M
0
-100%
增持
SHEL
Shell PLC
+$6.6M
353,847
+14%
建仓
—
J.P. Morgan Chase & Co.
+$6.5M
26,399
减持
JNJ
Johnson & Johnson
+$6.4M
492,899
-5%
建仓
—
Edwards Lifesciences Corp.
+$6.4M
88,375
减持
SBUX
Starbucks Corp.
+$6.4M
1,042,407
-1%
清仓
JPM
JPMORGAN CHASE & CO.
-$6.3M
0
-100%
建仓
—
Allison Transmission Holdings
+$6.2M
64,869
减持
PGR
Progressive Corp
+$5.5M
136,826
-1%
清仓
NVDA
NVIDIA CORPORATION
-$5.2M
0
-100%
建仓
CGECF
Cogeco Inc
+$5.0M
113,542
建仓
—
Medtronic PLC
+$4.8M
52,918
清仓
KMI
KINDER MORGAN INC DEL
-$4.5M
0
-100%
减持
FDS
FactSet Research Systems, Inc.
-$4.5M
148,361
-1%
建仓
—
Kinder Morgan Inc
+$4.5M
156,208
清仓
VVV
VALVOLINE INC
-$4.2M
0
-100%
建仓
—
Nvidia Corp
+$4.2M
38,567
清仓
SPY
SPDR S&P 500 ETF TR
-$4.1M
0
-100%
建仓
—
Valvoline Inc
+$4.1M
116,652
建仓
PSYTF
Pason System Inc
+$4.0M
441,474
减持
WMT
Wal Mart Stores, Inc.
-$3.9M
821,236
-2%
建仓
—
Zimmer Biomet Holdings Inc.
+$3.8M
33,954
减持
—
Unilever Plc ADR
+$3.8M
1,635,860
-1%
清仓
—
MEDTRONIC PLC
-$3.8M
0
-100%
建仓
—
SPDR S&P 500 Index ETF
+$3.7M
6,680
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$3.7M
0
-100%
建仓
CMDXF
Computer Modelling Group Ltd
+$3.2M
579,600
减持
UPS
United Parcel Service
-$3.2M
80,121
-16%
减持
VOO
Vanguard S&P 500
-$2.9M
24,889
-15%
减持
TSM
Taiwan Semiconductor - Spons A
-$2.8M
88,067
-0%
减持
LMT
Lockheed Martin Corp.
-$2.7M
52,780
-3%
清仓
ISRG
INTUITIVE SURGICAL INC
-$2.7M
0
-100%
增持
RTX
Raytheon Technologies Corp
+$2.6M
118,825
+5%
建仓
—
Intuitive Surgical Inc.
+$2.5M
5,133
减持
BAX
Baxter International Inc.
+$2.5M
526,385
-1%
增持
VUG
Vanguard Growth ETF
-$2.5M
66,987
+1%
建仓
—
iShares MSCI Singapore Index F
+$2.4M
99,036
增持
HD
Home Depot
-$2.3M
105,219
+0%
减持
BUD
Anheuser-Busch InBev NV - Spon
+$2.3M
240,686
-4%
清仓
EWS
ISHARES INC
-$2.2M
0
-100%
减持
CL
Colgate-Palmolive Co.
+$2.1M
782,697
-0%
建仓
ENZL
New Zealand Equities
+$2.1M
1,000,000
建仓
PXWEX
Pax Ellevate Global Women's In
+$2.0M
62,565
减持
EXPD
Expeditors International of Wa
+$1.8M
216,211
-1%
建仓
—
Enbridge Inc.
+$1.8M
39,707
建仓
—
Cardinal Health Inc.
+$1.7M
12,281
清仓
ENB
ENBRIDGE INC
-$1.7M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$1.5M
0
-100%
减持
ECL
Ecolab, Inc.
+$1.4M
74,689
-0%
减持
PEP
Pepsico Incorporated
-$1.4M
411,174
-1%
建仓
—
UnitedHealth Group Inc.
+$1.4M
2,653
建仓
—
China Mobile Ltd. F (941 HK)
+$1.4M
129,000
建仓
—
Viasat Inc.
+$1.4M
130,507
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.3M
0
-100%
清仓
FDX
FEDEX CORP
-$1.3M
0
-100%
减持
CSW
CSW Industrials Inc
-$1.3M
17,465
-4%
增持
AMGN
Amgen Inc.
+$1.3M
23,355
+1%
建仓
—
Arrowhead Pharma Inc
+$1.2M
94,112
建仓
KMTUY
Komatsu Ltd.
+$1.2M
40,650
增持
UNP
Union Pacific Corp.
+$1.2M
67,225
+4%
建仓
—
Siemens Healthineers AG
+$1.2M
43,295
建仓
—
Fedex Corporation
+$1.1M
4,619
清仓
VSAT
VIASAT INC
-$1.1M
0
-100%
减持
PYPL
PayPal Holdings Inc.
-$1.1M
41,839
-6%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
建仓
—
Altria Group, Inc.
+$1.0M
17,301
建仓
DBSDY
DBS Group Holdings - Spons ADR
+$1.0M
7,500
建仓
—
AT&T
+$986.2K
34,872
减持
KO
Coca Cola Company
+$984.5K
109,778
-1%
建仓
—
US Technology SPDR
+$958.1K
4,640
建仓
—
3M Company
+$926.0K
6,305
增持
SCHW
Charles Schwab Corp.
+$907.3K
210,451
+0%
建仓
—
Host Hotels & Resorts
+$906.9K
63,823
清仓
MO
ALTRIA GROUP INC
-$903.0K
0
-100%
建仓
—
ConocoPhillips
+$886.2K
8,438
清仓
MMM
3M CO
-$885.6K
0
-100%
增持
—
Alexander & Baldwin Inc
+$856.4K
240,345
+30%
建仓
—
OTC Markets Group Inc
+$853.9K
17,995
清仓
COP
CONOCOPHILLIPS
-$836.8K
0
-100%
清仓
HST
HOST HOTELS & RESORTS INC
-$831.1K
0
-100%
建仓
—
Netflix, Inc.
+$816.0K
875
清仓
T
AT&T INC
-$794.0K
0
-100%
清仓
—
PROFIRE ENERGY INC
-$779.0K
0
-100%
建仓
—
Waste Management, Inc
+$776.3K
3,353
建仓
—
Phoenix Companies Inc
+$776.3K
45,000
清仓
NFLX
NETFLIX INC
-$775.4K
0
-100%
建仓
FCAVX
Franklin California Tax-Free M
+$769.3K
114,815
建仓
BWEL
J.G. Boswell Company
+$720.7K
1,430
增持
UTMD
Utah Medical Products Inc
+$713.2K
17,116
+328%
建仓
—
Health Care Select SPDR
+$711.8K
4,875
建仓
—
S&P Global Inc
+$709.8K
1,397
清仓
SPGI
S&P GLOBAL INC
-$695.7K
0
-100%
建仓
—
Energy Select SPDR
+$671.0K
7,180
清仓
XLV
SELECT SECTOR SPDR TR
-$670.7K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$665.5K
0
-100%
建仓
LVS
Las Vegas Sands Corp
+$657.4K
17,018
建仓
—
Spirax-Sarco Engineering PLC (
+$638.1K
8,000
建仓
ACGBY
Agricultural Bank of China Ltd
+$619.1K
41,000
清仓
XLE
SELECT SECTOR SPDR TR
-$615.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$600.2K
0
-100%
减持
BSV
Vanguard Short-Term Bond ETF
-$591.1K
38,305
-18%
建仓
SIEGY
Siemens AG - Spons ADR
+$554.5K
4,806
清仓
AMP
AMERIPRISE FINL INC
-$548.9K
0
-100%
清仓
TGT
TARGET CORP
-$548.8K
0
-100%
建仓
VCADX
Vanguard California Int-term t
+$541.9K
48,083
减持
TJX
TJX Companies, Inc.
+$532.3K
1,148,293
-0%
增持
EMR
Emerson Electric
-$509.8K
38,622
+1%
增持
TTI
Tetra Technologies Inc
+$500.9K
657,385
+38%
建仓
—
Ameriprise Financial Inc
+$499.1K
1,031
增持
PM
Philip Morris International In
+$488.9K
12,691
+0%
减持
BDX
Becton Dickinson & Co
+$488.7K
557,751
-1%
清仓
OGN
ORGANON & CO
-$475.5K
0
-100%
减持
LLY
Eli Lilly & Co
+$472.3K
8,975
-0%
减持
SPG
Simon Property Group
-$456.2K
44,555
-2%
