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 |
|---|---|---|---|---|---|---|---|---|
| SNA | Snap On Tools Corp. | $64.65万 | 0.01% | 1,780 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $64.43万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp. | $64.34万 | 0.01% | 1,799 | -279 | -13.4% | -$9.98万 | 减仓 |
| VGT | Vanguard Info Tech Index Fund | $64.12万 | 0.01% | 919 | 0 | 0.0% | — | 不变 |
| BEPC | Brookfield Renewable Corp | $63.73万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| SBGSY | Schneider Electric SA - Unspon | $62.76万 | 0.01% | 11,530 | 0 | 0.0% | — | 不变 |
| KVUE | Kenvue Inc. | $62.71万 | 0.01% | 36,377 | -385 | -1.0% | -$6,637 | 减仓 |
| CVS | CVS Corp. | $62.44万 | 0.01% | 8,694 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc. | $59.06万 | 0.01% | 2,903 | 100 | 3.6% | $2.03万 | 加仓 |
| CSX | CSX Corp | $58.12万 | 0.01% | 14,159 | 927 | 7.0% | $3.81万 | 加仓 |
| IXC | iShares S&P Glbl Energy ETF | $57.61万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SIEGY | Siemens AG - Spons ADR | $57.60万 | 0.01% | 4,726 | 0 | 0.0% | — | 不变 |
| SU | Suncor Energy Incorporated | $57.35万 | 0.01% | 8,675 | -12,000 | -58.0% | -$79.33万 | 减仓 |
| VSAT | Viasat Inc. | $57.25万 | 0.01% | 12,500 | -22,500 | -64.3% | -$103.05万 | 减仓 |
| — | Franklin California Tax-Free M | $56.35万 | 0.01% | 84,362 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International | $55.31万 | 0.01% | 9,596 | 1,089 | 12.8% | $6.28万 | 加仓 |
| HUBB | Hubbell Inc. Class B | $53.98万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| NAC | Nuveen CA Quality Muni Income | $53.59万 | 0.01% | 46,000 | 0 | 0.0% | — | 不变 |
| — | Oersted A/S ORDF - DENMARK | $52.92万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc. | $51.76万 | 0.01% | 34,395 | 0 | 0.0% | — | 不变 |
| IJH | iShares S&P Mid-Cap 400 ETF | $51.66万 | 0.01% | 7,650 | 0 | 0.0% | — | 不变 |
| FBTC | Fidelity Wise Origin Bitcoin F | $51.00万 | 0.01% | 8,639 | 125 | 1.5% | $7,379 | 加仓 |
| SCHF | Schwab Intl Equity ETF | $49.76万 | 0.01% | 20,106 | 1,950 | 10.7% | $4.83万 | 加仓 |
| LOW | Lowes Cos. Inc. | $49.05万 | 0.01% | 2,076 | -100 | -4.6% | -$2.36万 | 减仓 |
| XLE | Energy Select SPDR | $47.34万 | 0.01% | 7,728 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market ETF | $47.13万 | 0.01% | 18,775 | 2,000 | 11.9% | $5.02万 | 加仓 |
| BMY | Bristol Myers Squibb Co. | $46.84万 | 0.01% | 7,723 | -3,090 | -28.6% | -$18.74万 | 减仓 |
| — | Vanguard California Int-term t | $45.76万 | 0.01% | 40,000 | -8,083 | -16.8% | -$9.25万 | 减仓 |
| IXN | iShares S&P Glbl Technology Se | $44.68万 | 0.01% | 4,470 | -246 | -5.2% | -$2.46万 | 减仓 |
| GD | General Dynamics Corp | $44.62万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | Nibe Industrier AB ORDF-SWEDEN | $44.56万 | 0.01% | 110,000 | 0 | 0.0% | — | 不变 |
| RHHBY | Roche Holding Ltd. | $44.55万 | 0.01% | 8,962 | 0 | 0.0% | — | 不变 |
| RUSHA | Rush Enterprises Class A | $44.29万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $44.04万 | 0.01% | 991 | 0 | 0.0% | — | 不变 |
| ATO | Atmos Energy Corp | $44.00万 | 0.01% | 2,382 | -40 | -1.7% | -$7,389 | 减仓 |
| XLY | Consumer Discretionary Select | $43.94万 | 0.01% | 4,032 | 680 | 20.3% | $7.41万 | 加仓 |
| TGT | Target Corp. | $43.79万 | 0.01% | 3,613 | -132 | -3.5% | -$1.60万 | 减仓 |
| IXJ | iShares S&P Glbl Healthcare In | $43.31万 | 0.01% | 4,630 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Petroleum Corp | $42.78万 | 0.01% | 1,752 | 0 | 0.0% | — | 不变 |
| FTEC | Fidelity MSCI Info Tech Index | $42.65万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs | $42.47万 | 0.01% | 502 | 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 |
| TFC | Truist Financial Corporation | $41.74万 | 0.01% | 9,080 | 0 | 0.0% | — | 不变 |
| BAM | Brookfield Asset Management | $40.67万 | 0.01% | 9,149 | 0 | 0.0% | — | 不变 |
| PSA | Public Storage Inc. | $40.28万 | 0.01% | 1,487 | -5 | -0.3% | -$1,354 | 减仓 |
| NSC | Norfolk Southern Corp. | $40.12万 | 0.01% | 1,398 | 6 | 0.4% | $1,722 | 加仓 |
| PAC | Grupo Aeroportuario del Pacifi | $39.50万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| XLV | Health Care Select SPDR | $38.78万 | 0.00% | 2,645 | -2,857 | -51.9% | -$41.89万 | 减仓 |
| VGK | Vanguard European ETF | $38.70万 | 0.00% | 4,694 | 1 | 0.0% | $82 | 加仓 |
| — | First National Bank of Alaska | $38.45万 | 0.00% | 1,286 | -505 | -28.2% | -$15.10万 | 减仓 |
| IBB | iShares Nasdaq Biotechnology I | $37.74万 | 0.00% | 2,235 | 0 | 0.0% | — | 不变 |
| LEVI | Levi Strauss & Co | $37.49万 | 0.00% | 20,275 | 7,000 | 52.7% | $12.94万 | 加仓 |
| IJR | iShares S&P Small Cap 600 Inde | $37.29万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines | $36.54万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy Inc | $35.87万 | 0.00% | 8,311 | 0 | 0.0% | — | 不变 |
| — | Hershey Creamery Co. | $35.16万 | 0.00% | 89 | -1 | -1.1% | -$3,950 | 减仓 |
| OTIS | Otis Worldwide Corp | $34.82万 | 0.00% | 4,518 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $33.88万 | 0.00% | 2,059 | 0 | 0.0% | — | 不变 |
| FSLR | First Solar Inc. | $33.53万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| MRNA | Moderna Inc. | $33.53万 | 0.00% | 6,600 | 6,600 | — | $33.53万 | 新建仓 |
| BE | Bloom Energy Corp | $33.33万 | 0.00% | 2,460 | 0 | 0.0% | — | 不变 |
| NWSA | News Corp - Class A | $32.75万 | 0.00% | 13,135 | 1,425 | 12.2% | $3.55万 | 加仓 |
| POST | Post Holdings Inc | $32.69万 | 0.00% | 3,307 | 0 | 0.0% | — | 不变 |
| GSK | GSK Plc ADR | $32.30万 | 0.00% | 5,853 | -800 | -12.0% | -$4.42万 | 减仓 |
| ALL | Allstate Corp. | $32.24万 | 0.00% | 1,555 | -19 | -1.2% | -$3,939 | 减仓 |
| VXUS | Vanguard Total Intl Stock Inde | $32.02万 | 0.00% | 4,152 | -260 | -5.9% | -$2.00万 | 减仓 |
| PAAS | Pan American Silver Corporatio | $31.96万 | 0.00% | 5,850 | -600 | -9.3% | -$3.28万 | 减仓 |
| SUB | iShares Short Term Muni Bond E | $31.95万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR Infrastructure LP | $31.86万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | Torex Gold Resources Inc | $31.21万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| PNC | PNC Bank Corp. | $31.17万 | 0.00% | 1,498 | 416 | 38.4% | $8.66万 | 加仓 |
| NGG | National Grid PLC - Spons ADR | $31.15万 | 0.00% | 3,682 | 0 | 0.0% | — | 不变 |
| CHD | Church & Dwight Co. | $30.87万 | 0.00% | 3,308 | -100 | -2.9% | -$9,332 | 减仓 |
| CHKP | Check Point Software Technolog | $30.71万 | 0.00% | 2,150 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc | $30.57万 | 0.00% | 1,997 | -55 | -2.7% | -$8,421 | 减仓 |
| TT | Trane Technologies PLC | $30.51万 | 0.00% | 732 | 0 | 0.0% | — | 不变 |
| SLB | Schlumberger Limited | $30.21万 | 0.00% | 5,879 | -1,359 | -18.8% | -$6.98万 | 减仓 |
| VONG | Vanguard Russell 1000 Growth | $29.89万 | 0.00% | 2,725 | 0 | 0.0% | — | 不变 |
| IWM | iShares Russell 2000 Index Fun | $29.56万 | 0.00% | 1,192 | 0 | 0.0% | — | 不变 |
| PHM | Pulte Homes, Inc. | $29.40万 | 0.00% | 2,500 | -27 | -1.1% | -$3,175 | 减仓 |
| VXF | Vanguard Extended Market Index | $29.35万 | 0.00% | 1,426 | 0 | 0.0% | — | 不变 |
| LNG | Cheniere Energy Inc | $29.13万 | 0.00% | 1,026 | 1,026 | — | $29.13万 | 新建仓 |
| — | First Trust SSI Strategic Conv | $29.09万 | 0.00% | 6,585 | 0 | 0.0% | — | 不变 |
| — | Computer Modelling Group Ltd | $28.80万 | 0.00% | 94,110 | -18,375 | -16.3% | -$5.62万 | 减仓 |
| AGG | iShares Lehman Aggregate Bond | $28.71万 | 0.00% | 2,892 | 0 | 0.0% | — | 不变 |
| BX | The Blackstone Group Inc. Clas | $28.26万 | 0.00% | 2,458 | 26 | 1.1% | $2,990 | 加仓 |
| — | Samsung Electronics Pfd | $28.20万 | 0.00% | 3,750 | 0 | 0.0% | — | 不变 |
| KEYS | Keysight Technologies Inc. | $27.64万 | 0.00% | 979 | 979 | — | $27.64万 | 新建仓 |
| ASML | ASML Holding NV | $27.34万 | 0.00% | 207 | -2 | -1.0% | -$2,642 | 减仓 |
| AEP | American Electric Power | $27.25万 | 0.00% | 2,079 | -290 | -12.2% | -$3.80万 | 减仓 |
| TXT | Textron Inc | $27.14万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| LMNR | Limoneira Co. Santa Paula | $27.12万 | 0.00% | 20,211 | -4,136 | -17.0% | -$5.55万 | 减仓 |
| ELV | Elevance Health Inc | $26.67万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences | $26.51万 | 0.00% | 1,902 | 0 | 0.0% | — | 不变 |
| FLXR | TCW Flexible Income ETF | $25.88万 | 0.00% | 6,590 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices, Inc. | $25.83万 | 0.00% | 812 | -33 | -3.9% | -$1.05万 | 减仓 |
| — | Seabridge Gold Inc | $25.51万 | 0.00% | 9,000 | -2,000 | -18.2% | -$5.67万 | 减仓 |
| — | Tower Properties | $25.00万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMBJ | Embraer SA ADR | $24.92万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| — | Tencent Holdings Ltd - Unsp AD | $24.78万 | 0.00% | 3,920 | -350 | -8.2% | -$2.21万 | 减仓 |