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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 46
减持 78
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp.
+$178.6M
1,495,198
-1%
减持
AAPL
Apple, Inc.
-$90.9M
4,220,075
-2%
增持
BRK/A
Berkshire Hathaway Class A
-$89.1M
1,417
+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, Class C
+$40.1M
2,033,942
-1%
减持
BRK/B
Berkshire Hathaway Class B
-$32.6M
677,886
-0%
减持
BDX
Becton Dickinson & Co
-$31.8M
556,836
-0%
减持
AMZN
Amazon.com
+$29.1M
1,035,619
-1%
减持
DIS
Walt Disney Company
+$28.4M
1,191,557
-1%
减持
—
Costco Companies Inc.
-$18.1M
791,162
-7%
减持
CVX
Chevron Corporation
-$15.1M
563,019
-2%
减持
BAC
Bank of America Corp.
+$15.0M
2,861,632
-1%
减持
VHT
Vanguard Health Care ETF
-$13.7M
738,001
-1%
减持
ABBV
AbbVie Inc.
-$13.1M
521,259
-1%
减持
GOOGL
Alphabet, Class A
+$12.3M
574,488
-0%
减持
MCD
McDonalds Corp.
-$8.8M
401,392
-1%
减持
SBUX
Starbucks Corp.
-$8.4M
1,024,179
-2%
减持
PEP
Pepsico Incorporated
-$8.2M
405,015
-1%
减持
JNJ
Johnson & Johnson
-$7.7M
484,511
-2%
减持
WMT
Wal Mart Stores, Inc.
+$7.2M
810,982
-1%
减持
NKE
Nike Inc Class B
+$7.2M
1,059,522
-1%
减持
—
Accenture Ltd. - Cl A
-$6.4M
367,058
-1%
减持
TSM
Taiwan Semiconductor - Spons A
+$5.3M
87,980
-0%
减持
VUG
Vanguard Growth ETF
+$4.2M
66,217
-1%
建仓
BUBIX
Baird Ultra Short Bond Fund In
+$4.0M
396,528
减持
NVO
Novo Nordisk ADR
-$3.6M
6,394,182
-0%
建仓
—
Citigroup Inc Var (Call 08/15/
+$3.1M
3,100,000
建仓
—
Baird Short-Term Bond Fund Ins
+$3.1M
319,844
增持
SCHW
Charles Schwab Corp.
+$2.8M
210,831
+0%
减持
BAX
Baxter International Inc.
-$2.6M
510,519
-3%
减持
PGR
Progressive Corp
-$2.4M
136,026
-1%
减持
CL
Colgate-Palmolive Co.
-$2.3M
781,997
-0%
减持
—
Meta Platforms Inc
+$2.3M
13,942
-0%
减持
ABT
Abbott Laboratories
+$2.2M
1,491,339
-1%
减持
FDS
FactSet Research Systems, Inc.
-$2.2M
145,982
-2%
减持
CMCSA
Comcast Corp CL A
-$2.1M
1,535,416
-0%
清仓
ENZL
New Zealand Equities
-$2.1M
0
-100%
减持
CMDXF
Computer Modelling Group Ltd
-$2.0M
239,030
-59%
增持
BUD
Anheuser-Busch InBev NV - Spon
+$2.0M
244,128
+1%
减持
OKE
Oneok, Inc.
-$1.9M
107,891
-0%
减持
—
Exxon Mobil
-$1.8M
141,180
-1%
增持
QQQ
Invesco PowerShares QQQ Trust
+$1.8M
21,437
+0%
减持
—
Nvidia Corp
+$1.8M
37,641
-2%
增持
—
Jacobs Solutions Inc
+$1.7M
143,464
+1%
减持
—
Unilever Plc ADR
+$1.7M
1,619,800
-1%
增持
RTX
RTX Corporation
+$1.7M
119,181
+0%
减持
EXPD
Expeditors International of Wa
-$1.6M
213,153
-1%
增持
—
J.P. Morgan Chase & Co.
+$1.6M
27,828
+5%
增持
LH
Labcorp Holdings Inc
+$1.6M
34,786
+7%
增持
—
Merck & Company Inc.
-$1.5M
219,487
+4%
增持
VSXY
Victoria's Secret & Co
+$1.5M
97,556
+531%
增持
VOO
Vanguard S&P 500
+$1.4M
25,029
+1%
增持
LVS
Las Vegas Sands Corp
+$1.3M
45,393
+167%
减持
—
Verizon Communications
-$1.3M
574,581
-0%
减持
UPS
United Parcel Service
-$1.3M
74,865
-7%
增持
ECL
Ecolab, Inc.
+$1.2M
74,706
+0%
减持
YUM
Yum! Brands Inc
-$1.2M
24,344
-20%
减持
TJX
TJX Companies, Inc.
+$1.1M
1,141,638
-1%
增持
TMO
Thermo Fisher Scientific Inc
-$1.1M
15,455
+5%
建仓
ICSH
iShares Ultra Short Dur Bond A
+$1.0M
20,000
减持
EMR
Emerson Electric
+$888.3K
38,422
-1%
增持
TTI
Tetra Technologies Inc
+$886.6K
921,265
+40%
增持
SHEL
Shell PLC
-$884.6K
355,707
+1%
增持
BLK
BlackRock, Inc.
+$851.3K
4,388
+11%
增持
PSYTF
Pason System Inc
+$828.2K
538,868
+22%
减持
—
Zimmer Biomet Holdings Inc.
-$771.4K
33,675
-1%
增持
CP
Canadian Pacific Kansas City L
+$752.0K
81,485
+0%
增持
GE
GE Aerospace
+$744.0K
8,336
+19%
建仓
PARR
Par Pacific Holdings Inc
+$738.6K
27,839
增持
PIMIX
Pimco Income Fund
+$708.0K
82,252
+395%
增持
PM
Philip Morris International In
+$707.3K
14,944
+18%
增持
ORCL
Oracle Systems Corp.
+$700.7K
8,824
+0%
增持
AMGN
Amgen Inc.
-$677.7K
23,633
+1%
减持
PG
Procter & Gamble Co.
-$622.1K
55,812
-0%
增持
BOH
Bank of Hawaii Corporation
+$607.1K
29,723
+46%
减持
LMT
Lockheed Martin Corp.
+$598.1K
52,199
-1%
增持
UNP
Union Pacific Corp.
+$592.7K
71,601
+7%
减持
—
UnitedHealth Group Inc.
-$585.6K
2,577
-3%
增持
DJCO
Daily Journal Corp.
+$574.4K
2,339
+125%
增持
BN
Brookfield Corporation
+$565.2K
36,228
+13%
减持
HSIC
Henry Schein Inc
+$559.2K
157,787
-1%
减持
CGECF
Cogeco Inc
+$556.5K
113,127
-0%
增持
GEV
GE Vernova
+$496.1K
1,883
+15%
增持
PFE
Pfizer Inc.
+$478.2K
267,232
+13%
减持
LLY
Eli Lilly & Co
-$462.3K
8,916
-1%
减持
—
Bank of America
-$454.4K
15,115
-1%
减持
—
Edwards Lifesciences Corp.
+$454.0K
87,705
-1%
建仓
—
Weatherford International PLC
+$450.3K
8,950
减持
IFF
Int'l. Flavors & Fragrance
-$447.0K
18,760
-20%
建仓
PREF
Principal Spectrum Pfd Sec Act
+$445.8K
23,500
减持
YUMC
Yum China Holdings Inc
-$441.2K
16,817
-27%
减持
—
Mastercard Inc
-$436.2K
44,033
-4%
增持
C
CitiGroup Inc.
+$432.6K
29,184
+1%
清仓
AOS
AO Smith Corp
-$398.7K
0
-100%
减持
IEMG
iShares Core MSCI Emerging Mar
+$393.9K
114,637
-5%
增持
—
Host Hotels & Resorts
+$393.0K
84,628
+33%
增持
—
Dominion Energy Inc
+$382.0K
130,643
+5%
增持
—
Valvoline Inc
+$367.5K
116,930
+0%
减持
—
Energy Select SPDR
-$358.9K
3,680
-49%
清仓
FELV
Fidelity Enhanced Large Cap Va
-$355.8K
0
-100%
增持
IBM
International Business Machine
+$350.0K
6,958
+2%
增持
—
S&P Global Inc
+$347.4K
2,005
+44%
减持
SU
Suncor Energy Incorporated
-$336.0K
20,675
-28%
减持
AMTM
Amentum Holdings LLC
-$333.6K
10,085
-68%
减持
PYPL
PayPal Holdings Inc.
+$321.9K
41,064
-2%
减持
EPD
Enterprise Products Partners
-$315.2K
83,155
-2%
减持
SPG
Simon Property Group
-$286.5K
44,247
-1%
建仓
FSLR
First Solar Inc.
+$281.4K
1,700
减持
AVGO
Broadcom Ltd
+$263.7K
2,917
-10%
建仓
MSTR
MicroStrategy Inc
+$255.5K
632
建仓
—
ServiceNow, Inc.
+$240.6K
234
建仓
EMBJ
Embraer SA-SPON ADR
+$239.0K
4,200
增持
—
Altria Group, Inc.
+$235.4K
21,726
+26%
建仓
TORXF
Torex Gold Resources Inc
+$234.1K
7,170
建仓
—
TIDAL TR II
+$234.0K
10,555
增持
AMJB
Alerian MLP Index ETN
-$233.7K
107,910
+0%
清仓
FISV
Fiserv, Inc.
-$227.9K
0
-100%
清仓
FBIN
Fortune Brands Innovations, In
-$227.5K
0
-100%
建仓
—
LPL Financial Holdings Inc
+$221.6K
591
减持
—
Intuitive Surgical Inc.
+$219.9K
5,083
-1%
减持
—
SPDR S&P 500 Index ETF
+$216.9K
6,399
-4%
建仓
ARKB
ARK 21Shares Bitcoin ETF
+$214.7K
6,000
清仓
ENPH
Enphase Energy Inc
-$214.1K
0
-100%
建仓
INTU
Intuit
+$205.6K
261
减持
—
Alexander & Baldwin Inc
-$205.2K
220,750
-8%
减持
VYM
Vanguard High Dividend Yield E
-$204.2K
31,351
-8%
增持
—
OTC Markets Group Inc
+$203.5K
18,550
+3%
建仓
PNC
PNC Bank Corp.
+$201.7K
1,082
建仓
ADI
Analog Devices, Inc.
+$201.1K
845
建仓
CI
Cigna Corp.
+$201.0K
608
清仓
FRPH
FRP Holdings Inc
-$201.0K
0
-100%
增持
SBGSY
Schneider Electric SA - Unspon
+$200.8K
11,530
+28%
增持
USFR
WisdomTree Floating Rate Treas
+$190.8K
22,700
+20%
减持
—
US Technology SPDR
+$187.8K
4,525
-2%
减持
—
iShares MSCI Singapore Index F
+$185.6K
97,716
-1%
增持
—
Eaton Corp.
+$175.0K
1,650
+8%
减持
VTI
Vanguard Total Stock Market ET
+$172.0K
6,148
-0%
减持
—
ConocoPhillips
-$166.8K
8,016
-5%
增持
KMTUY
Komatsu Ltd.
+$164.3K
40,775
+0%
减持
—
Organon & Co.
-$161.7K
26,812
-5%
减持
QCOM
Qualcomm, Inc.
+$160.3K
31,766
-0%
减持
TSLA
Tesla Motors
+$149.5K
2,569
-0%
减持
WY
Weyerhaeuser Co.
-$148.3K
33,677
-3%
减持
LRCX
Lam Research Corporation
+$144.6K
5,899
-0%
减持
IVV
iShares S&P 500 Index Fund
+$140.5K
2,562
-1%
增持
—
Medtronic PLC
-$138.0K
52,968
+0%
增持
—
3M Company
+$135.3K
6,971
+11%
减持
KVUE
Kenvue Inc.
-$133.7K
35,971
-3%
增持
BMY
Bristol Myers Squibb Co.
-$133.3K
13,813
+9%
减持
OXY
Occidental Petroleum Co. Delaw
-$131.6K
5,530
-25%
减持
BSV
Vanguard Short-Term Bond ETF
-$130.3K
36,445
-5%
