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
— Alexander & Baldwin Inc $00.00%0 -238,535-100.0% -$492.34万 清仓
BBWI Bath & Body Works Inc. $00.00%0 -68,585-100.0% -$137.72万 清仓
LRCX Lam Research Corporation $00.00%0 -5,913-100.0% -$101.22万 清仓
ICSH iShares Ultra Short Dur Bond A $00.00%0 -20,000-100.0% -$101.16万 清仓
VEA Vanguard FTSE Developed Market $00.00%0 -12,450-100.0% -$77.77万 清仓
BNDX Vanguard Total Intl Bond ETF $00.00%0 -11,756-100.0% -$56.80万 清仓
BND Vanguard Total Bond Market $00.00%0 -7,547-100.0% -$55.90万 清仓
CRM Salesforce.com, Inc. $00.00%0 -1,165-100.0% -$30.86万 清仓
FMS Fresenius Medical Care $00.00%0 -12,839-100.0% -$30.58万 清仓
PEG Public Service Enterprise Grp $00.00%0 -3,625-100.0% -$29.11万 清仓
PREF Principal Spectrum Pfd Sec Act $00.00%0 -13,000-100.0% -$24.79万 清仓
EFX Equifax Inc. $00.00%0 -1,033-100.0% -$22.41万 清仓
— EssilorLuxottica $00.00%0 -1,414-100.0% -$22.40万 清仓
HRB H & R Block Inc. $00.00%0 -5,000-100.0% -$21.79万 清仓
APP Applovin Corp $00.00%0 -320-100.0% -$21.56万 清仓
LPLA LPL Financial Holdings Inc $00.00%0 -591-100.0% -$21.11万 清仓
A Agilent Technologies Inc. $00.00%0 —— — 申报中断
ADBE Adobe Systems, Inc. $00.00%0 -587-100.0% -$20.54万 清仓
COF Capital One Financial Corp $00.00%0 -836-100.0% -$20.26万 清仓
PRU Prudential Financial Inc $00.00%0 -1,777-100.0% -$20.06万 清仓
F Ford Motor Company $00.00%0 -10,425-100.0% -$13.68万 清仓
OPEN Opentable Inc $00.00%0 -12,000-100.0% -$7.00万 清仓
— H.E.R.C. Products Inc $00.00%15,000 00.0% — 不变
— Kore Potash PLC $2.02万0.00%500,000 00.0% — 不变
CLNE Clean Energy Fuels Corp $2.98万0.00%12,000 00.0% — 不变
PLUG Plug Power Inc. $6.04万0.00%26,744 00.0% — 不变
CLM Cornerstone Strategic Investme $7.43万0.00%10,205 10,205— $7.43万 新建仓
— PCM Fund Inc. $7.47万0.00%13,076 00.0% — 不变
— Metropolitan West Total Return $10.18万0.00%11,190 00.0% — 不变
OGN Organon & Co. $12.73万0.00%21,249 -1,065-4.8% -$6,379 减仓
— Pimco GNMA and Govt Securities $12.84万0.00%13,501 00.0% — 不变
— Loomis Sayles Fds Bond Fund In $12.97万0.00%10,805 00.0% — 不变
HOFT Hooker Furnishings Corp $14.68万0.00%11,400 11,400— $14.68万 新建仓
— Invesco California Value Muni $16.77万0.00%16,059 00.0% — 不变
RNW Renew Energy Global PLC $18.32万0.00%40,000 00.0% — 不变
— Chicago Atlantic Real Estate $20.83万0.00%18,400 -100-0.5% -$1,132 减仓
HYS Pimco 0-5 Year H/Y Corp Bond E $21.26万0.00%2,279 00.0% — 不变
KLAC KLA Corp $21.50万0.00%146 146— $21.50万 新建仓
MRSH Marsh & McLennan Cos Inc $21.94万0.00%1,265 -158-11.1% -$2.74万 减仓
— Banco do Brasil S.A. $22.50万0.00%50,000 10,00025.0% $4.50万 加仓
GIS General Mills Inc. $22.56万0.00%6,060 -991-14.1% -$3.69万 减仓
OXY Occidental Petroleum Co. Delaw $23.16万0.00%3,563 -1,967-35.6% -$12.79万 重新持有
CNI Canadian National Railroad Co. $24.03万0.00%2,338 27513.3% $2.83万 加仓
FNF Fidelity National Financial, I $24.56万0.00%5,295 00.0% — 不变
EWY iShares MSCI South Korea Index $24.60万0.00%2,000 2,000— $24.60万 新建仓
— Tencent Holdings Ltd - Unsp AD $24.78万0.00%3,920 -350-8.2% -$2.21万 减仓
EMBJ Embraer SA ADR $24.92万0.00%4,200 00.0% — 不变
— Tower Properties $25.00万0.00%10 00.0% — 不变
— Seabridge Gold Inc $25.51万0.00%9,000 -2,000-18.2% -$5.67万 减仓
ADI Analog Devices, Inc. $25.83万0.00%812 -33-3.9% -$1.05万 减仓
FLXR TCW Flexible Income ETF $25.88万0.00%6,590 00.0% — 不变
GILD Gilead Sciences $26.51万0.00%1,902 00.0% — 不变
ELV Elevance Health Inc $26.67万0.00%911 00.0% — 不变
LMNR Limoneira Co. Santa Paula $27.12万0.00%20,211 -4,136-17.0% -$5.55万 减仓
TXT Textron Inc $27.14万0.00%3,100 00.0% — 不变
AEP American Electric Power $27.25万0.00%2,079 -290-12.2% -$3.80万 减仓
ASML ASML Holding NV $27.34万0.00%207 -2-1.0% -$2,642 减仓
KEYS Keysight Technologies Inc. $27.64万0.00%979 979— $27.64万 新建仓
— Samsung Electronics Pfd $28.20万0.00%3,750 00.0% — 不变
BX The Blackstone Group Inc. Clas $28.26万0.00%2,458 261.1% $2,990 加仓
AGG iShares Lehman Aggregate Bond $28.71万0.00%2,892 00.0% — 不变
— Computer Modelling Group Ltd $28.80万0.00%94,110 -18,375-16.3% -$5.62万 减仓
— First Trust SSI Strategic Conv $29.09万0.00%6,585 00.0% — 不变
LNG Cheniere Energy Inc $29.13万0.00%1,026 1,026— $29.13万 新建仓
VXF Vanguard Extended Market Index $29.35万0.00%1,426 00.0% — 不变
PHM Pulte Homes, Inc. $29.40万0.00%2,500 -27-1.1% -$3,175 减仓
IWM iShares Russell 2000 Index Fun $29.56万0.00%1,192 00.0% — 不变
VONG Vanguard Russell 1000 Growth $29.89万0.00%2,725 00.0% — 不变
SLB Schlumberger Limited $30.21万0.00%5,879 -1,359-18.8% -$6.98万 减仓
TT Trane Technologies PLC $30.51万0.00%732 00.0% — 不变
LULU Lululemon Athletica Inc $30.57万0.00%1,997 -55-2.7% -$8,421 减仓
CHKP Check Point Software Technolog $30.71万0.00%2,150 00.0% — 不变
CHD Church & Dwight Co. $30.87万0.00%3,308 -100-2.9% -$9,332 减仓
NGG National Grid PLC - Spons ADR $31.15万0.00%3,682 00.0% — 不变
PNC PNC Bank Corp. $31.17万0.00%1,498 41638.4% $8.66万 加仓
— Torex Gold Resources Inc $31.21万0.00%6,800 00.0% — 不变
XIFR XPLR Infrastructure LP $31.86万0.00%30,000 00.0% — 不变
SUB iShares Short Term Muni Bond E $31.95万0.00%3,000 00.0% — 不变
PAAS Pan American Silver Corporatio $31.96万0.00%5,850 -600-9.3% -$3.28万 减仓
VXUS Vanguard Total Intl Stock Inde $32.02万0.00%4,152 -260-5.9% -$2.00万 减仓
ALL Allstate Corp. $32.24万0.00%1,555 -19-1.2% -$3,939 减仓
GSK GSK Plc ADR $32.30万0.00%5,853 -800-12.0% -$4.42万 减仓
POST Post Holdings Inc $32.69万0.00%3,307 00.0% — 不变
NWSA News Corp - Class A $32.75万0.00%13,135 1,42512.2% $3.55万 加仓
BE Bloom Energy Corp $33.33万0.00%2,460 00.0% — 不变
MRNA Moderna Inc. $33.53万0.00%6,600 6,600— $33.53万 新建仓
FSLR First Solar Inc. $33.53万0.00%1,700 00.0% — 不变
MS Morgan Stanley $33.88万0.00%2,059 00.0% — 不变
OTIS Otis Worldwide Corp $34.82万0.00%4,518 00.0% — 不变
— Hershey Creamery Co. $35.16万0.00%89 -1-1.1% -$3,950 减仓
CNP Centerpoint Energy Inc $35.87万0.00%8,311 00.0% — 不变
AEM Agnico Eagle Mines $36.54万0.00%1,800 00.0% — 不变
IJR iShares S&P Small Cap 600 Inde $37.29万0.00%3,000 00.0% — 不变
LEVI Levi Strauss & Co $37.49万0.00%20,275 7,00052.7% $12.94万 加仓
IBB iShares Nasdaq Biotechnology I $37.74万0.00%2,235 00.0% — 不变
— First National Bank of Alaska $38.45万0.00%1,286 -505-28.2% -$15.10万 减仓
VGK Vanguard European ETF $38.70万0.00%4,694 10.0% $82 加仓
XLV Health Care Select SPDR $38.78万0.00%2,645 -2,857-51.9% -$41.89万 减仓
PAC Grupo Aeroportuario del Pacifi $39.50万0.01%1,600 00.0% — 不变
NSC Norfolk Southern Corp. $40.12万0.01%1,398 60.4% $1,722 加仓