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
NVS Novartis A.G. ADR $265.22万0.03%17,363 -2,000-10.3% -$30.55万 减仓
EWS iShares MSCI Singapore Index F $262.89万0.03%93,156 -1,700-1.8% -$4.80万 减仓
BAX Baxter International Inc. $259.98万0.03%154,753 -12,143-7.3% -$20.40万 减仓
CSCO Cisco Systems Inc. $259.75万0.03%33,477 -200-0.6% -$1.55万 减仓
PM Philip Morris International In $252.03万0.03%15,243 730.5% $1.21万 加仓
BSV Vanguard Short-Term Bond ETF $246.95万0.03%31,494 -3,701-10.5% -$29.02万 减仓
PSX Phillips 66 $244.85万0.03%13,440 -180-1.3% -$3.28万 减仓
GE GE Aerospace $240.13万0.03%8,462 891.1% $2.53万 加仓
VTI Vanguard Total Stock Market ET $226.24万0.03%7,052 4707.1% $15.08万 加仓
BN Brookfield Corporation $219.92万0.03%54,342 00.0% — 不变
BOH Bank of Hawaii Corporation $216.98万0.03%29,223 -500-1.7% -$3.71万 减仓
INTC Intel Corp. $214.76万0.03%48,665 -2,000-3.9% -$8.83万 减仓
DMLP Dorchester Minerals LP $209.72万0.03%77,389 00.0% — 不变
IDU iShares Dow Jones US Utilities $209.45万0.03%18,039 00.0% — 不变
— Pax Ellevate Global Women's In $207.15万0.03%62,565 00.0% — 不变
BATRK Atlanta Braves Holdings, Inc C $204.21万0.03%47,824 7,42518.4% $31.70万 加仓
WFC Wells Fargo & Co. $202.62万0.03%25,452 -714-2.7% -$5.68万 减仓
ENB Enbridge Inc. $199.13万0.03%36,780 -1,821-4.7% -$9.86万 减仓
SYK Stryker Corp. $192.62万0.02%5,862 871.5% $2.86万 加仓
DHR Danaher Corp $191.14万0.02%10,081 -208-2.0% -$3.94万 减仓
CAH Cardinal Health Inc. $190.03万0.02%8,993 -3,253-26.6% -$68.74万 减仓
AXP American Express Co. $183.00万0.02%6,050 -800-11.7% -$24.20万 减仓
ESGV Vanguard ESG US Stock ETF $179.63万0.02%16,000 00.0% — 不变
PARR Par Pacific Holdings Inc $174.38万0.02%27,839 00.0% — 不变
GEV GE Vernova $173.49万0.02%1,987 221.1% $1.92万 加仓
PYPL PayPal Holdings Inc. $170.84万0.02%37,772 -323-0.8% -$1.46万 减仓
ADP Automatic Data Processing Inc. $165.88万0.02%8,164 3504.5% $7.11万 加仓
ISRG Intuitive Surgical Inc. $164.30万0.02%3,564 -1,519-29.9% -$70.02万 减仓
UTMD Utah Medical Products Inc $158.47万0.02%25,564 4,22019.8% $26.16万 加仓
HST Host Hotels & Resorts $153.53万0.02%80,133 -6,775-7.8% -$12.98万 减仓
IVV iShares S&P 500 Index Fund $153.11万0.02%2,344 00.0% — 不变
IBM International Business Machine $151.54万0.02%6,252 -655-9.5% -$15.88万 减仓
FDX Fedex Corporation $150.81万0.02%4,234 00.0% — 不变
VIG Vanguard Dividend Appreciation $144.52万0.02%6,720 -20-0.3% -$4,301 减仓
MO Altria Group, Inc. $144.39万0.02%21,880 1540.7% $1.02万 加仓
GLW Corning Inc. $138.58万0.02%10,192 4925.1% $6.69万 加仓
— Honeywell Inc. $137.97万0.02%6,104 -150-2.4% -$3.39万 减仓
TRP TC Energy Corp $137.75万0.02%22,004 -1,330-5.7% -$8.33万 减仓
— Komatsu Ltd. $133.09万0.02%33,900 -7,000-17.1% -$27.48万 减仓
— China Mobile Ltd. F (941 HK) $130.25万0.02%129,000 00.0% — 不变
USB U.S. Bancorp $125.81万0.02%24,190 -869-3.5% -$4.52万 减仓
ORCL Oracle Systems Corp. $125.78万0.02%8,550 -412-4.6% -$6.06万 减仓
RGR Sturm Ruger & Co Inc $123.80万0.02%30,880 2,99010.7% $11.99万 加仓
WMB Williams Corp. $122.43万0.02%16,822 -140-0.8% -$1.02万 减仓
PCAR PACCAR Inc $121.94万0.02%10,558 -175-1.6% -$2.02万 减仓
AVGO Broadcom Ltd $118.29万0.02%3,822 1865.1% $5.76万 加仓
XLK US Technology SPDR $117.06万0.02%8,808 -336-3.7% -$4.47万 减仓
LNT Alliant Energy Corp $116.77万0.02%16,272 00.0% — 不变
T AT&T $115.05万0.01%39,687 00.0% — 不变
LIN Linde PLC $113.28万0.01%2,285 -25-1.1% -$1.24万 减仓
NFLX Netflix, Inc. $110.87万0.01%11,531 410.4% $3,942 加仓
DE Deere & Co. $110.29万0.01%1,958 -800-29.0% -$45.06万 减仓
IWF iShares Russell 1000 Growth In $109.71万0.01%2,573 00.0% — 不变
RSP Invesco S&P 500 Equal Weight E $109.55万0.01%5,708 3145.8% $6.03万 加仓
AJG Arthur J Gallagher & Co. $108.07万0.01%4,990 -42-0.8% -$9,096 减仓
EBAY eBay Inc $107.34万0.01%11,793 -45-0.4% -$4,096 减仓
ZTS Zoetis Inc $106.55万0.01%9,014 4,827115.3% $57.06万 加仓
SUNC Sunococorp LLC $104.81万0.01%17,000 17,000— $104.81万 新建仓
BA Boeing Company $104.41万0.01%5,246 00.0% — 不变
DBSDY DBS Group Holdings - Spons ADR $103.98万0.01%5,800 -1,700-22.7% -$30.48万 减仓
COP ConocoPhillips $103.03万0.01%7,805 -11-0.1% -$1,452 减仓
TSLA Tesla Motors $102.94万0.01%2,769 1234.6% $4.57万 加仓
DJCO Daily Journal Corp. $101.29万0.01%2,100 -239-10.2% -$11.53万 减仓
MMM 3M Company $101.24万0.01%6,971 00.0% — 不变
— OTC Markets Group Inc $99.27万0.01%18,545 4502.5% $2.41万 加仓
BEP Brookfield Renewable Energy $97.92万0.01%30,000 00.0% — 不变
APD Air Products & Chemicals Inc $95.80万0.01%3,298 00.0% — 不变
KR Kroger Co. $94.07万0.01%13,000 00.0% — 不变
SCHG Schwab U.S. Large-Cap Growth E $90.85万0.01%31,188 1,2504.2% $3.64万 加仓
VWO Vanguard Emerging Market ETF $90.67万0.01%16,774 -308-1.8% -$1.66万 减仓
HASI Hannon Armstrong Sustainable I $90.41万0.01%24,600 00.0% — 不变
NOC Northrop Grumman Corporation $90.33万0.01%1,324 00.0% — 不变
EEM iShares MSCI Emerging Markets $89.12万0.01%15,693 20.0% $114 加仓
WM Waste Management, Inc $88.79万0.01%3,864 922.4% $2.11万 加仓
— Pimco Income Fund $88.67万0.01%82,252 00.0% — 不变
SCHV Schwab US Large Cap Value $85.38万0.01%27,994 1,6006.1% $4.88万 加仓
UNH UnitedHealth Group Inc. $85.02万0.01%3,142 1896.4% $5.11万 加仓
WFRD Weatherford International PLC $84.65万0.01%8,950 00.0% — 不变
TXN Texas Instruments Inc. $83.85万0.01%4,319 00.0% — 不变
— Phoenix Companies Inc $80.33万0.01%45,000 00.0% — 不变
CARR Carrier Global Corp $79.61万0.01%14,138 9867.5% $5.55万 加仓
CB Chubb Ltd $78.61万0.01%2,412 00.0% — 不变
ORA Ormat Technologies Inc. $78.34万0.01%7,000 00.0% — 不变
— Siemens Healthineers AG $77.95万0.01%36,785 -2,250-5.8% -$4.77万 减仓
— Sodexo $74.77万0.01%72,380 22,97046.5% $23.73万 加仓
WST West Pharmaceutical Services I $74.74万0.01%2,982 00.0% — 不变
— Coeur D'Alene Mines Corp. $73.77万0.01%39,300 -12,000-23.4% -$22.52万 减仓
ISHG iShares 1-3yr Int'l Treasury B $73.59万0.01%9,920 9,920— $73.59万 新建仓
— Agricultural Bank of China Ltd $73.39万0.01%41,000 00.0% — 不变
AMAT Applied Materials $72.08万0.01%2,109 -600-22.1% -$20.51万 减仓
— J.G. Boswell Company $71.22万0.01%1,295 -21-1.6% -$1.16万 减仓
AGM Federal Agricultural Mortgage $70.79万0.01%4,772 00.0% — 不变
— Spirax-Sarco Engineering PLC ( $70.42万0.01%8,000 00.0% — 不变
SPGI S&P Global Inc $69.84万0.01%1,642 00.0% — 不变
YUMC Yum China Holdings Inc $69.47万0.01%14,242 -1,900-11.8% -$9.27万 减仓
USFR WisdomTree Floating Rate Treas $68.97万0.01%13,700 -15,000-52.3% -$75.51万 减仓
ITW Illinois Tool Works Inc. $67.02万0.01%2,575 00.0% — 不变
KMB Kimberly Clark $66.13万0.01%6,855 500.7% $4,824 加仓
CMI Cummins Inc. $65.26万0.01%1,213 00.0% — 不变
RCI Rogers Communications Inc $64.69万0.01%16,825 -40-0.2% -$1,538 减仓