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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 38
减持 83
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp.
-$169.9M
1,455,311
-1%
减持
—
Costco Companies Inc.
+$98.7M
777,695
-1%
增持
NVO
Novo Nordisk ADR
-$89.9M
6,424,661
+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.
-$82.1M
4,111,105
-1%
减持
GOOG
Alphabet, Class C
-$66.6M
1,934,952
-2%
减持
BRK/A
Berkshire Hathaway Class A
-$52.6M
1,415
-0%
减持
ABT
Abbott Laboratories
-$33.6M
1,452,736
-0%
减持
CVX
Chevron Corporation
+$28.2M
540,496
-1%
增持
—
Accenture Ltd. - Cl A
-$25.3M
368,124
+0%
减持
BRK/B
Berkshire Hathaway Class B
-$24.4M
639,033
-3%
减持
AMZN
Amazon.com
-$24.1M
1,022,546
-0%
建仓
WAT
Waters Corporation
+$21.4M
71,970
减持
DIS
Walt Disney Company
-$20.9M
1,155,727
-1%
增持
BDX
Becton Dickinson & Co
-$19.8M
553,962
+1%
减持
BAC
Bank of America Corp.
-$19.5M
2,759,483
-1%
减持
GOOGL
Alphabet, Class A
-$16.5M
556,124
-1%
减持
JNJ
Johnson & Johnson
+$16.1M
469,924
-2%
减持
VHT
Vanguard Health Care ETF
-$13.0M
726,205
-1%
减持
UL
Unilever Plc ADR
-$12.7M
1,407,521
-1%
减持
NKE
Nike Inc Class B
-$11.3M
1,035,830
-0%
增持
SHEL
Shell PLC
+$9.4M
432,646
+3%
增持
FDS
FactSet Research Systems, Inc.
-$9.0M
152,737
+5%
减持
VOO
Vanguard S&P 500
-$8.3M
13,377
-49%
减持
ABBV
AbbVie Inc.
-$6.5M
513,391
-1%
减持
—
Exxon Mobil
+$6.4M
136,796
-2%
增持
LH
Labcorp Holdings Inc
+$5.4M
55,940
+47%
减持
LMT
Lockheed Martin Corp.
+$5.2M
49,741
-3%
清仓
—
Alexander & Baldwin Inc
-$4.9M
0
-100%
减持
WMT
Wal Mart Stores, Inc.
+$4.9M
741,737
-5%
减持
TJX
TJX Companies, Inc.
+$4.7M
1,125,807
-1%
减持
CL
Colgate-Palmolive Co.
+$4.7M
779,877
-0%
增持
UNP
Union Pacific Corp.
+$4.7M
89,880
+21%
减持
—
Verizon Communications
+$4.5M
544,196
-3%
减持
VUG
Vanguard Growth ETF
-$4.4M
65,810
-3%
减持
PGR
Progressive Corp
-$4.2M
131,246
-1%
减持
SBUX
Starbucks Corp.
+$4.1M
959,017
-1%
减持
—
Mastercard Inc
-$3.6M
42,161
-3%
减持
—
Merck & Company Inc.
+$2.9M
221,455
-2%
减持
TSM
Taiwan Semiconductor - Spons A
+$2.7M
85,342
-1%
增持
—
Zimmer Biomet Holdings Inc.
+$2.6M
60,970
+90%
减持
PEP
Pepsico Incorporated
+$2.0M
368,214
-4%
增持
WY
Weyerhaeuser Co.
+$1.9M
148,662
+109%
增持
AWK
American Water Works
+$1.8M
307,236
+0%
减持
—
Bank of America Corp.
-$1.7M
14,225
-4%
减持
OKE
Oneok, Inc.
+$1.6M
103,755
-1%
减持
NEE
NextEra Energy, Inc
+$1.6M
130,693
-0%
减持
EXPD
Expeditors International of Wa
-$1.6M
200,645
-1%
增持
HD
Home Depot
-$1.6M
104,684
+0%
减持
LLY
Eli Lilly & Co
-$1.5M
8,822
-1%
增持
LVS
Las Vegas Sands Corp
+$1.5M
82,547
+81%
减持
QCOM
Qualcomm, Inc.
-$1.4M
26,210
-6%
清仓
BBWI
Bath & Body Works Inc.
-$1.4M
0
-100%
减持
TMO
Thermo Fisher Scientific Inc
-$1.4M
15,469
-0%
减持
—
Intuitive Surgical Inc.
-$1.2M
3,564
-30%
增持
—
Meta Platforms Inc
-$1.2M
14,119
+0%
增持
—
Dominion Energy Inc
+$1.2M
150,408
+9%
增持
PFE
Pfizer Inc.
+$1.2M
280,174
+4%
增持
VGSH
Vanguard Short-Term Treasury E
+$1.1M
89,380
+26%
建仓
SUNC
Sunococorp LLC
+$1.0M
17,000
清仓
LRCX
Lam Research Corporation
-$1.0M
0
-100%
清仓
ICSH
iShares Ultra Short Dur Bond A
-$1.0M
0
-100%
增持
PSYTF
Pason System Inc
+$958.4K
667,489
+8%
减持
—
Allison Transmission Holdings
+$957.2K
62,147
-4%
减持
—
Edwards Lifesciences Corp.
-$949.1K
78,272
-8%
增持
—
Valvoline Inc
+$869.3K
113,465
+12%
减持
V
Visa Inc - Class A
-$840.7K
13,531
-4%
减持
BUD
Anheuser-Busch InBev NV - Spon
+$800.9K
238,473
-3%
增持
HSIC
Henry Schein Inc
+$792.5K
183,262
+9%
清仓
VEA
Vanguard FTSE Developed Market
-$777.7K
0
-100%
减持
USFR
WisdomTree Floating Rate Treas
-$754.5K
13,700
-52%
建仓
ISHG
iShares 1-3yr Int'l Treasury B
+$735.9K
9,920
减持
RTX
RTX Corporation
+$719.4K
113,162
-2%
减持
—
Magnum Ice Cream Company NV
-$713.0K
284,985
-9%
减持
AXP
American Express Co.
-$704.2K
6,050
-12%
减持
PSX
Phillips 66
+$691.0K
13,440
-1%
增持
IFF
Int'l. Flavors & Fragrance
+$658.3K
41,185
+19%
减持
UPS
United Parcel Service
-$652.4K
60,150
-9%
减持
—
Viasat Inc.
-$633.6K
12,500
-64%
增持
QQQ
Invesco PowerShares QQQ Trust
-$627.0K
21,850
+1%
减持
CSW
CSW Industrials Inc
-$620.1K
16,905
-1%
减持
—
Cardinal Health Inc.
-$616.2K
8,993
-27%
减持
BAX
Baxter International Inc.
-$589.5K
154,753
-7%
清仓
—
Vanguard Total Intl Bond ETF
-$568.0K
0
-100%
清仓
BND
Vanguard Total Bond Market
-$559.0K
0
-100%
增持
ZTS
Zoetis Inc
+$538.7K
9,014
+115%
增持
GLW
Corning Inc.
+$536.5K
10,192
+5%
减持
—
Medtronic PLC
-$535.1K
53,993
-1%
减持
IBM
International Business Machine
-$530.5K
6,252
-9%
减持
PYPL
PayPal Holdings Inc.
-$515.6K
37,772
-1%
增持
VSXY
Victoria's Secret & Co
-$493.7K
105,072
+6%
减持
ORCL
Oracle Systems Corp.
-$489.0K
8,550
-5%
减持
CAT
Caterpillar
+$489.0K
3,902
-2%
减持
—
Health Care Select SPDR
-$463.9K
2,645
-52%
增持
GEV
GE Vernova
+$450.3K
1,987
+1%
增持
BATRK
Atlanta Braves Holdings, Inc C
+$448.3K
47,824
+18%
减持
DHR
Danaher Corp
-$444.0K
10,081
-2%
减持
AMGN
Amgen Inc.
+$430.9K
23,122
-2%
增持
—
J.P. Morgan Chase & Co.
-$418.9K
27,949
+4%
减持
MCD
McDonalds Corp.
+$412.5K
390,714
-1%
减持
WFC
Wells Fargo & Co.
-$412.4K
25,452
-3%
减持
—
Kinder Morgan Inc
+$405.3K
131,779
-10%
减持
EPD
Enterprise Products Partners
+$402.7K
79,533
-2%
减持
AMJB
Alerian MLP Index ETN
+$396.0K
98,745
-2%
减持
—
Arrowhead Pharma Inc
-$392.8K
104,908
-0%
增持
UTMD
Utah Medical Products Inc
+$390.3K
25,564
+20%
减持
KO
Coca Cola Company
+$388.0K
100,578
-3%
增持
VUSB
Vanguard Ultra-Short Bond ETF
+$383.1K
147,250
+6%
减持
CP
Canadian Pacific Kansas City L
+$366.0K
77,125
-0%
增持
ADP
Automatic Data Processing Inc.
-$351.2K
8,164
+4%
减持
SU
Suncor Energy Incorporated
-$343.6K
8,675
-58%
建仓
MRNA
Moderna Inc.
+$335.3K
6,600
增持
RGR
Sturm Ruger & Co Inc
+$327.4K
30,880
+11%
增持
TTI
Tetra Technologies Inc
-$321.1K
803,677
+5%
增持
BLK
BlackRock, Inc.
-$311.8K
4,516
+4%
清仓
CRM
Salesforce.com, Inc.
-$308.6K
0
-100%
清仓
FMS
Fresenius Medical Care
-$305.8K
0
-100%
减持
BSV
Vanguard Short-Term Bond ETF
-$304.3K
31,494
-11%
增持
—
Nvidia Corp
-$303.0K
39,267
+2%
减持
—
ConocoPhillips
+$298.6K
7,805
-0%
减持
CGECF
Cogeco Inc
+$291.9K
117,077
-1%
建仓
LNG
Cheniere Energy Inc
+$291.3K
1,026
清仓
PEG
Public Service Enterprise Grp
-$291.1K
0
-100%
减持
INTC
Intel Corp.
+$278.0K
48,665
-4%
减持
DBSDY
DBS Group Holdings - Spons ADR
-$277.3K
5,800
-23%
建仓
—
Keysight Technologies Inc.
+$276.4K
979
减持
IEMG
iShares Core MSCI Emerging Mar
+$251.4K
109,429
-0%
减持
YUM
Yum! Brands Inc
-$251.2K
21,594
-9%
清仓
PREF
Principal Spectrum Pfd Sec Act
-$247.9K
0
-100%
建仓
EWY
iShares MSCI South Korea Index
+$246.0K
2,000
减持
—
Siemens Healthineers AG
-$244.4K
36,785
-6%
增持
SDXAY
Sodexo
+$240.5K
72,380
+46%
减持
C
CitiGroup Inc.
-$232.4K
26,729
-4%
建仓
OXY
Occidental Petroleum Co. Delaw
+$231.6K
3,563
清仓
EFX
Equifax Inc.
-$224.1K
0
-100%
清仓
ESLOY
EssilorLuxottica
-$224.0K
0
-100%
减持
AJG
Arthur J Gallagher & Co.
-$221.5K
4,990
-1%
减持
SYY
Sysco Corp.
-$219.9K
46,337
-3%
清仓
HRB
H & R Block Inc.
-$217.9K
0
-100%
清仓
—
Applovin Corp
-$215.6K
0
-100%
建仓
KLAC
KLA Corp
+$215.0K
146
增持
PICK
ETF IShares MSCI Global Select
+$212.1K
7,377
+84%
清仓
—
LPL Financial Holdings Inc
-$211.1K
0
-100%
清仓
A
Agilent Technologies Inc.
-$206.8K
0
-100%
清仓
—
Adobe Systems, Inc.
-$205.4K
0
-100%
减持
WMB
Williams Corp.
+$204.7K
16,822
-1%
清仓
—
Capital One Financial Corp
-$202.6K
0
-100%
清仓
PRU
Prudential Financial Inc
-$200.6K
0
-100%
增持
—
Altria Group, Inc.
+$191.1K
21,880
+1%
增持
—
Jacobs Solutions Inc
+$188.6K
150,363
+5%
减持
DE
Deere & Co.
-$181.1K
1,958
-29%
