13F 机构持仓

EVERETT HARRIS & CO /CA/

LOS ANGELES CA · SEC CIK 0001009254

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$81.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 13.4%
BRK/A 13.1%
COST 10.0%
GOOG 7.1%
MSFT 6.9%
BRK/B 3.9%
NVO 3.0%
AMZN 2.7%
VHT 2.5%
TJX 2.3%

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
PCAR PACCAR Inc $121.94万0.02%10,558 -175-1.6% -$2.02万 减仓
WMB Williams Corp. $122.43万0.02%16,822 -140-0.8% -$1.02万 减仓
RGR Sturm Ruger & Co Inc $123.80万0.02%30,880 2,99010.7% $11.99万 加仓
ORCL Oracle Systems Corp. $125.78万0.02%8,550 -412-4.6% -$6.06万 减仓
USB U.S. Bancorp $125.81万0.02%24,190 -869-3.5% -$4.52万 减仓
— China Mobile Ltd. F (941 HK) $130.25万0.02%129,000 00.0% — 不变
— Komatsu Ltd. $133.09万0.02%33,900 -7,000-17.1% -$27.48万 减仓
TRP TC Energy Corp $137.75万0.02%22,004 -1,330-5.7% -$8.33万 减仓
— Honeywell Inc. $137.97万0.02%6,104 -150-2.4% -$3.39万 减仓
GLW Corning Inc. $138.58万0.02%10,192 4925.1% $6.69万 加仓
MO Altria Group, Inc. $144.39万0.02%21,880 1540.7% $1.02万 加仓
VIG Vanguard Dividend Appreciation $144.52万0.02%6,720 -20-0.3% -$4,301 减仓
FDX Fedex Corporation $150.81万0.02%4,234 00.0% — 不变
IBM International Business Machine $151.54万0.02%6,252 -655-9.5% -$15.88万 减仓
IVV iShares S&P 500 Index Fund $153.11万0.02%2,344 00.0% — 不变
HST Host Hotels & Resorts $153.53万0.02%80,133 -6,775-7.8% -$12.98万 减仓
UTMD Utah Medical Products Inc $158.47万0.02%25,564 4,22019.8% $26.16万 加仓
ISRG Intuitive Surgical Inc. $164.30万0.02%3,564 -1,519-29.9% -$70.02万 减仓
ADP Automatic Data Processing Inc. $165.88万0.02%8,164 3504.5% $7.11万 加仓
PYPL PayPal Holdings Inc. $170.84万0.02%37,772 -323-0.8% -$1.46万 减仓
GEV GE Vernova $173.49万0.02%1,987 221.1% $1.92万 加仓
PARR Par Pacific Holdings Inc $174.38万0.02%27,839 00.0% — 不变
ESGV Vanguard ESG US Stock ETF $179.63万0.02%16,000 00.0% — 不变
AXP American Express Co. $183.00万0.02%6,050 -800-11.7% -$24.20万 减仓
CAH Cardinal Health Inc. $190.03万0.02%8,993 -3,253-26.6% -$68.74万 减仓
DHR Danaher Corp $191.14万0.02%10,081 -208-2.0% -$3.94万 减仓
SYK Stryker Corp. $192.62万0.02%5,862 871.5% $2.86万 加仓
ENB Enbridge Inc. $199.13万0.03%36,780 -1,821-4.7% -$9.86万 减仓
WFC Wells Fargo & Co. $202.62万0.03%25,452 -714-2.7% -$5.68万 减仓
BATRK Atlanta Braves Holdings, Inc C $204.21万0.03%47,824 7,42518.4% $31.70万 加仓
— Pax Ellevate Global Women's In $207.15万0.03%62,565 00.0% — 不变
IDU iShares Dow Jones US Utilities $209.45万0.03%18,039 00.0% — 不变
DMLP Dorchester Minerals LP $209.72万0.03%77,389 00.0% — 不变
INTC Intel Corp. $214.76万0.03%48,665 -2,000-3.9% -$8.83万 减仓
BOH Bank of Hawaii Corporation $216.98万0.03%29,223 -500-1.7% -$3.71万 减仓
BN Brookfield Corporation $219.92万0.03%54,342 00.0% — 不变
VTI Vanguard Total Stock Market ET $226.24万0.03%7,052 4707.1% $15.08万 加仓
GE GE Aerospace $240.13万0.03%8,462 891.1% $2.53万 加仓
PSX Phillips 66 $244.85万0.03%13,440 -180-1.3% -$3.28万 减仓
BSV Vanguard Short-Term Bond ETF $246.95万0.03%31,494 -3,701-10.5% -$29.02万 减仓
PM Philip Morris International In $252.03万0.03%15,243 730.5% $1.21万 加仓
CSCO Cisco Systems Inc. $259.75万0.03%33,477 -200-0.6% -$1.55万 减仓
BAX Baxter International Inc. $259.98万0.03%154,753 -12,143-7.3% -$20.40万 减仓
EWS iShares MSCI Singapore Index F $262.89万0.03%93,156 -1,700-1.8% -$4.80万 减仓
NVS Novartis A.G. ADR $265.22万0.03%17,363 -2,000-10.3% -$30.55万 减仓
CAT Caterpillar $276.44万0.04%3,902 -70-1.8% -$4.96万 减仓
IFF Int'l. Flavors & Fragrance $298.80万0.04%41,185 6,61519.1% $47.99万 加仓
EPD Enterprise Products Partners $300.95万0.04%79,533 -1,778-2.2% -$6.73万 减仓
C CitiGroup Inc. $303.13万0.04%26,729 -1,240-4.4% -$14.06万 减仓
— Citigroup Inc Var (Call 08/15/ $310.15万0.04%3,100,000 00.0% — 不变
SYY Sysco Corp. $330.52万0.04%46,337 -1,500-3.1% -$10.70万 减仓
YUM Yum! Brands Inc $335.74万0.04%21,594 -2,260-9.5% -$35.14万 减仓
QCOM Qualcomm, Inc. $337.53万0.04%26,210 -1,805-6.4% -$23.24万 减仓
AMJB Alerian MLP Index ETN $341.36万0.04%98,745 -2,145-2.1% -$7.42万 减仓
WY Weyerhaeuser Co. $363.18万0.05%148,662 77,550109.1% $189.45万 加仓
VVV Valvoline Inc $382.15万0.05%113,465 11,87511.7% $39.99万 加仓
V Visa Inc - Class A $408.95万0.05%13,531 -527-3.7% -$15.93万 减仓
MICC Magnum Ice Cream Company NV $426.05万0.05%284,985 -28,801-9.2% -$43.06万 减仓
BLK BlackRock, Inc. $434.31万0.06%4,516 1673.8% $16.06万 加仓
CSW CSW Industrials Inc $440.51万0.06%16,905 -215-1.3% -$5.60万 减仓
KMI Kinder Morgan Inc $441.86万0.06%131,779 -14,211-9.7% -$47.65万 减仓
LVS Las Vegas Sands Corp $444.76万0.06%82,547 36,87180.7% $198.66万 加仓
MDT Medtronic PLC $467.85万0.06%53,993 -282-0.5% -$2.44万 减仓
VYM Vanguard High Dividend Yield E $472.45万0.06%31,901 -781-2.4% -$11.57万 减仓
EMR Emerson Electric $472.55万0.06%36,067 -175-0.5% -$2.29万 减仓
VSXY Victoria's Secret & Co $487.11万0.06%105,072 6,0356.1% $27.98万 加仓
SPY SPDR S&P 500 Index ETF $496.36万0.06%7,632 2453.3% $15.93万 加仓
VGSH Vanguard Short-Term Treasury E $523.23万0.07%89,380 18,50026.1% $108.30万 加仓
ZBH Zimmer Biomet Holdings Inc. $551.29万0.07%60,970 28,92090.2% $261.49万 加仓
VCSH Vanguard Short-Term Corp Bond $554.34万0.07%69,930 00.0% — 不变
— Cogeco Inc $578.95万0.07%117,077 -1,430-1.2% -$7.07万 减仓
UPS United Parcel Service $591.76万0.08%60,150 -6,086-9.2% -$59.87万 减仓
CP Canadian Pacific Kansas City L $606.67万0.08%77,125 -298-0.4% -$2.34万 减仓
EW Edwards Lifesciences Corp. $626.80万0.08%78,272 -6,386-7.5% -$51.14万 减仓
— Pason System Inc $635.29万0.08%667,489 50,0268.1% $47.61万 加仓
— Arrowhead Pharma Inc $657.77万0.08%104,908 -85-0.1% -$5,330 减仓
TTI Tetra Technologies Inc $684.73万0.09%803,677 38,6355.1% $32.92万 加仓
NVDA Nvidia Corp $684.83万0.09%39,267 9232.4% $16.10万 加仓
ALSN Allison Transmission Holdings $727.49万0.09%62,147 -2,385-3.7% -$27.92万 减仓
VUSB Vanguard Ultra-Short Bond ETF $733.08万0.09%147,250 7,8505.6% $39.08万 加仓
SPG Simon Property Group $733.12万0.09%39,303 -71-0.2% -$1.32万 减仓
TMO Thermo Fisher Scientific Inc $760.35万0.10%15,469 -29-0.2% -$1.43万 减仓
IEMG iShares Core MSCI Emerging Mar $763.27万0.10%109,429 -379-0.3% -$2.64万 减仓
KO Coca Cola Company $764.89万0.10%100,578 -3,284-3.2% -$24.97万 减仓
PFE Pfizer Inc. $786.73万0.10%280,174 10,5093.9% $29.51万 加仓
PG Procter & Gamble Co. $798.88万0.10%55,309 -700-1.2% -$10.11万 减仓
VOO Vanguard S&P 500 $799.33万0.10%13,377 -12,653-48.6% -$756.07万 减仓
META Meta Platforms Inc $807.79万0.10%14,119 140.1% $8,010 加仓
LLY Eli Lilly & Co $811.42万0.10%8,822 -117-1.3% -$10.76万 减仓
AMGN Amgen Inc. $813.55万0.10%23,122 -417-1.8% -$14.67万 减仓
JPM J.P. Morgan Chase & Co. $822.15万0.11%27,949 1,1344.2% $33.36万 加仓
D Dominion Energy Inc $929.82万0.12%150,408 12,4749.0% $77.11万 加仓
OKE Oneok, Inc. $937.84万0.12%103,755 -1,475-1.4% -$13.33万 减仓
NEE NextEra Energy, Inc $1,213.88万0.16%130,693 -90-0.1% -$8,359 减仓
QQQ Invesco PowerShares QQQ Trust $1,261.14万0.16%21,850 3001.4% $17.32万 加仓
HSIC Henry Schein Inc $1,350.64万0.17%183,262 15,0448.9% $110.87万 加仓
LH Labcorp Holdings Inc $1,492.54万0.19%55,940 17,93747.2% $478.58万 加仓
BUD Anheuser-Busch InBev NV - Spon $1,654.29万0.21%238,473 -7,342-3.0% -$50.93万 减仓
— Bank of America Corp. $1,694.99万0.22%14,225 -665-4.5% -$79.24万 减仓
J Jacobs Solutions Inc $1,913.82万0.25%150,363 7,3045.1% $92.97万 加仓