EVERETT HARRIS & CO /CA/
LOS ANGELES CA · SEC CIK 0001009254
$77.67亿2026Q1 申报市值
323持仓数
65.2%前十大占比 · 第一大 13.4%
10 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WAT 新建仓+$2,143.27万
LH 加仓+$478.58万
UNP 加仓+$381.69万
ZBH 加仓+$261.49万
LVS 加仓+$198.66万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$1,319.73万
BRK/B 减仓-$899.84万
VOO 减仓-$756.07万
AAPL 减仓-$733.38万
COST 减仓-$642.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PSA | Public Storage Inc. | $40.28万 | 0.01% | 1,487 | -5 | -0.3% | -$1,354 | 减仓 |
| BAM | Brookfield Asset Management | $40.67万 | 0.01% | 9,149 | 0 | 0.0% | — | 不变 |
| TFC | Truist Financial Corporation | $41.74万 | 0.01% | 9,080 | 0 | 0.0% | — | 不变 |
| PICK | ETF IShares MSCI Global Select | $41.75万 | 0.01% | 7,377 | 3,377 | 84.4% | $19.11万 | 加仓 |
| GS | Goldman Sachs | $42.47万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| FTEC | Fidelity MSCI Info Tech Index | $42.65万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corp | $42.78万 | 0.01% | 1,752 | 0 | 0.0% | — | 不变 |
| IXJ | iShares S&P Glbl Healthcare In | $43.31万 | 0.01% | 4,630 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp. | $43.79万 | 0.01% | 3,613 | -132 | -3.5% | -$1.60万 | 减仓 |
| XLY | Consumer Discretionary Select | $43.94万 | 0.01% | 4,032 | 680 | 20.3% | $7.41万 | 加仓 |
| ATO | Atmos Energy Corp | $44.00万 | 0.01% | 2,382 | -40 | -1.7% | -$7,389 | 减仓 |
| AMP | Ameriprise Financial Inc | $44.04万 | 0.01% | 991 | 0 | 0.0% | — | 不变 |
| RUSHA | Rush Enterprises Class A | $44.29万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| RHHBY | Roche Holding Ltd. | $44.55万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| — | Nibe Industrier AB ORDF-SWEDEN | $44.56万 | 0.01% | 110,000 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $44.62万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| IXN | iShares S&P Glbl Technology Se | $44.68万 | 0.01% | 4,470 | -246 | -5.2% | -$2.46万 | 减仓 |
| — | Vanguard California Int-term t | $45.76万 | 0.01% | 40,000 | -8,083 | -16.8% | -$9.25万 | 减仓 |
| BMY | Bristol Myers Squibb Co. | $46.84万 | 0.01% | 7,723 | -3,090 | -28.6% | -$18.74万 | 减仓 |
| SCHB | Schwab US Broad Market ETF | $47.13万 | 0.01% | 18,775 | 2,000 | 11.9% | $5.02万 | 加仓 |
| XLE | Energy Select SPDR | $47.34万 | 0.01% | 7,728 | 0 | 0.0% | — | 不变 |
| LOW | Lowes Cos. Inc. | $49.05万 | 0.01% | 2,076 | -100 | -4.6% | -$2.36万 | 减仓 |
| SCHF | Schwab Intl Equity ETF | $49.76万 | 0.01% | 20,106 | 1,950 | 10.7% | $4.83万 | 加仓 |
| FBTC | Fidelity Wise Origin Bitcoin F | $51.00万 | 0.01% | 8,639 | 125 | 1.5% | $7,379 | 加仓 |
| IJH | iShares S&P Mid-Cap 400 ETF | $51.66万 | 0.01% | 7,650 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc. | $51.76万 | 0.01% | 34,395 | 0 | 0.0% | — | 不变 |
| — | Oersted A/S ORDF - DENMARK | $52.92万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| NAC | Nuveen CA Quality Muni Income | $53.59万 | 0.01% | 46,000 | 0 | 0.0% | — | 不变 |
| HUBB | Hubbell Inc. Class B | $53.98万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International | $55.31万 | 0.01% | 9,596 | 1,089 | 12.8% | $6.28万 | 加仓 |
| — | Franklin California Tax-Free M | $56.35万 | 0.01% | 84,362 | 0 | 0.0% | — | 不变 |
| VSAT | Viasat Inc. | $57.25万 | 0.01% | 12,500 | -22,500 | -64.3% | -$103.05万 | 减仓 |
| SU | Suncor Energy Incorporated | $57.35万 | 0.01% | 8,675 | -12,000 | -58.0% | -$79.33万 | 减仓 |
| SIEGY | Siemens AG - Spons ADR | $57.60万 | 0.01% | 4,726 | 0 | 0.0% | — | 不变 |
| IXC | iShares S&P Glbl Energy ETF | $57.61万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $58.12万 | 0.01% | 14,159 | 927 | 7.0% | $3.81万 | 加仓 |
| AMD | Advanced Micro Devices Inc. | $59.06万 | 0.01% | 2,903 | 100 | 3.6% | $2.03万 | 加仓 |
| CVS | CVS Corp. | $62.44万 | 0.01% | 8,694 | 0 | 0.0% | — | 不变 |
| KVUE | Kenvue Inc. | $62.71万 | 0.01% | 36,377 | -385 | -1.0% | -$6,637 | 减仓 |
| SBGSY | Schneider Electric SA - Unspon | $62.76万 | 0.01% | 11,530 | 0 | 0.0% | — | 不变 |
| BEPC | Brookfield Renewable Corp | $63.73万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Tech Index Fund | $64.12万 | 0.01% | 919 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp. | $64.34万 | 0.01% | 1,799 | -279 | -13.4% | -$9.98万 | 减仓 |
| WTRG | Essential Utilities Inc | $64.43万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| SNA | Snap On Tools Corp. | $64.65万 | 0.01% | 1,780 | 0 | 0.0% | — | 不变 |
| RCI | Rogers Communications Inc | $64.69万 | 0.01% | 16,825 | -40 | -0.2% | -$1,538 | 减仓 |
| CMI | Cummins Inc. | $65.26万 | 0.01% | 1,213 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly Clark | $66.13万 | 0.01% | 6,855 | 50 | 0.7% | $4,824 | 加仓 |
| ITW | Illinois Tool Works Inc. | $67.02万 | 0.01% | 2,575 | 0 | 0.0% | — | 不变 |
| USFR | WisdomTree Floating Rate Treas | $68.97万 | 0.01% | 13,700 | -15,000 | -52.3% | -$75.51万 | 减仓 |
| YUMC | Yum China Holdings Inc | $69.47万 | 0.01% | 14,242 | -1,900 | -11.8% | -$9.27万 | 减仓 |
| SPGI | S&P Global Inc | $69.84万 | 0.01% | 1,642 | 0 | 0.0% | — | 不变 |
| — | Spirax-Sarco Engineering PLC ( | $70.42万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| AGM | Federal Agricultural Mortgage | $70.79万 | 0.01% | 4,772 | 0 | 0.0% | — | 不变 |
| — | J.G. Boswell Company | $71.22万 | 0.01% | 1,295 | -21 | -1.6% | -$1.16万 | 减仓 |
| AMAT | Applied Materials | $72.08万 | 0.01% | 2,109 | -600 | -22.1% | -$20.51万 | 减仓 |
| — | Agricultural Bank of China Ltd | $73.39万 | 0.01% | 41,000 | 0 | 0.0% | — | 不变 |
| ISHG | iShares 1-3yr Int'l Treasury B | $73.59万 | 0.01% | 9,920 | 9,920 | — | $73.59万 | 新建仓 |
| — | Coeur D'Alene Mines Corp. | $73.77万 | 0.01% | 39,300 | -12,000 | -23.4% | -$22.52万 | 减仓 |
| WST | West Pharmaceutical Services I | $74.74万 | 0.01% | 2,982 | 0 | 0.0% | — | 不变 |
| — | Sodexo | $74.77万 | 0.01% | 72,380 | 22,970 | 46.5% | $23.73万 | 加仓 |
| — | Siemens Healthineers AG | $77.95万 | 0.01% | 36,785 | -2,250 | -5.8% | -$4.77万 | 减仓 |
| ORA | Ormat Technologies Inc. | $78.34万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| CB | Chubb Ltd | $78.61万 | 0.01% | 2,412 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corp | $79.61万 | 0.01% | 14,138 | 986 | 7.5% | $5.55万 | 加仓 |
| — | Phoenix Companies Inc | $80.33万 | 0.01% | 45,000 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc. | $83.85万 | 0.01% | 4,319 | 0 | 0.0% | — | 不变 |
| WFRD | Weatherford International PLC | $84.65万 | 0.01% | 8,950 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Inc. | $85.02万 | 0.01% | 3,142 | 189 | 6.4% | $5.11万 | 加仓 |
| SCHV | Schwab US Large Cap Value | $85.38万 | 0.01% | 27,994 | 1,600 | 6.1% | $4.88万 | 加仓 |
| — | Pimco Income Fund | $88.67万 | 0.01% | 82,252 | 0 | 0.0% | — | 不变 |
| WM | Waste Management, Inc | $88.79万 | 0.01% | 3,864 | 92 | 2.4% | $2.11万 | 加仓 |
| EEM | iShares MSCI Emerging Markets | $89.12万 | 0.01% | 15,693 | 2 | 0.0% | $114 | 加仓 |
| NOC | Northrop Grumman Corporation | $90.33万 | 0.01% | 1,324 | 0 | 0.0% | — | 不变 |
| HASI | Hannon Armstrong Sustainable I | $90.41万 | 0.01% | 24,600 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Market ETF | $90.67万 | 0.01% | 16,774 | -308 | -1.8% | -$1.66万 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth E | $90.85万 | 0.01% | 31,188 | 1,250 | 4.2% | $3.64万 | 加仓 |
| KR | Kroger Co. | $94.07万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| APD | Air Products & Chemicals Inc | $95.80万 | 0.01% | 3,298 | 0 | 0.0% | — | 不变 |
| BEP | Brookfield Renewable Energy | $97.92万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | OTC Markets Group Inc | $99.27万 | 0.01% | 18,545 | 450 | 2.5% | $2.41万 | 加仓 |
| MMM | 3M Company | $101.24万 | 0.01% | 6,971 | 0 | 0.0% | — | 不变 |
| DJCO | Daily Journal Corp. | $101.29万 | 0.01% | 2,100 | -239 | -10.2% | -$11.53万 | 减仓 |
| TSLA | Tesla Motors | $102.94万 | 0.01% | 2,769 | 123 | 4.6% | $4.57万 | 加仓 |
| COP | ConocoPhillips | $103.03万 | 0.01% | 7,805 | -11 | -0.1% | -$1,452 | 减仓 |
| DBSDY | DBS Group Holdings - Spons ADR | $103.98万 | 0.01% | 5,800 | -1,700 | -22.7% | -$30.48万 | 减仓 |
| BA | Boeing Company | $104.41万 | 0.01% | 5,246 | 0 | 0.0% | — | 不变 |
| SUNC | Sunococorp LLC | $104.81万 | 0.01% | 17,000 | 17,000 | — | $104.81万 | 新建仓 |
| ZTS | Zoetis Inc | $106.55万 | 0.01% | 9,014 | 4,827 | 115.3% | $57.06万 | 加仓 |
| EBAY | eBay Inc | $107.34万 | 0.01% | 11,793 | -45 | -0.4% | -$4,096 | 减仓 |
| AJG | Arthur J Gallagher & Co. | $108.07万 | 0.01% | 4,990 | -42 | -0.8% | -$9,096 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $109.55万 | 0.01% | 5,708 | 314 | 5.8% | $6.03万 | 加仓 |
| IWF | iShares Russell 1000 Growth In | $109.71万 | 0.01% | 2,573 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co. | $110.29万 | 0.01% | 1,958 | -800 | -29.0% | -$45.06万 | 减仓 |
| NFLX | Netflix, Inc. | $110.87万 | 0.01% | 11,531 | 41 | 0.4% | $3,942 | 加仓 |
| LIN | Linde PLC | $113.28万 | 0.01% | 2,285 | -25 | -1.1% | -$1.24万 | 减仓 |
| T | AT&T | $115.05万 | 0.01% | 39,687 | 0 | 0.0% | — | 不变 |
| LNT | Alliant Energy Corp | $116.77万 | 0.02% | 16,272 | 0 | 0.0% | — | 不变 |
| XLK | US Technology SPDR | $117.06万 | 0.02% | 8,808 | -336 | -3.7% | -$4.47万 | 减仓 |
| AVGO | Broadcom Ltd | $118.29万 | 0.02% | 3,822 | 186 | 5.1% | $5.76万 | 加仓 |