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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple, Inc. | $10.43亿 | 13.43% | 4,111,105 | -28,897 | -0.7% | -$733.38万 | 减仓 |
| BRK/A | Berkshire Hathaway Class A | $10.16亿 | 13.08% | 1,415 | -1 | -0.1% | -$71.81万 | 减仓 |
| COST | Costco Companies Inc. | $7.75亿 | 9.98% | 777,695 | -6,443 | -0.8% | -$642.00万 | 减仓 |
| GOOG | Alphabet, Class C | $5.55亿 | 7.15% | 1,934,952 | -46,006 | -2.3% | -$1,319.73万 | 减仓 |
| MSFT | Microsoft Corp. | $5.39亿 | 6.94% | 1,455,311 | -9,873 | -0.7% | -$365.47万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $3.06亿 | 3.94% | 639,033 | -18,778 | -2.9% | -$899.84万 | 减仓 |
| NVO | Novo Nordisk ADR | $2.36亿 | 3.04% | 6,424,661 | 17,295 | 0.3% | $63.56万 | 加仓 |
| AMZN | Amazon.com | $2.13亿 | 2.74% | 1,022,546 | -4,316 | -0.4% | -$89.89万 | 减仓 |
| VHT | Vanguard Health Care ETF | $1.98亿 | 2.55% | 726,205 | -6,073 | -0.8% | -$165.39万 | 减仓 |
| TJX | TJX Companies, Inc. | $1.80亿 | 2.31% | 1,125,807 | -13,754 | -1.2% | -$219.65万 | 减仓 |
| GOOGL | Alphabet, Class A | $1.60亿 | 2.06% | 556,124 | -7,389 | -1.3% | -$212.48万 | 减仓 |
| ABT | Abbott Laboratories | $1.49亿 | 1.92% | 1,452,736 | -5,645 | -0.4% | -$57.96万 | 减仓 |
| BAC | Bank of America Corp. | $1.35亿 | 1.73% | 2,759,483 | -40,695 | -1.5% | -$198.39万 | 减仓 |
| MCD | McDonalds Corp. | $1.21亿 | 1.56% | 390,714 | -5,247 | -1.3% | -$163.07万 | 减仓 |
| JNJ | Johnson & Johnson | $1.15亿 | 1.48% | 469,924 | -7,297 | -1.5% | -$178.37万 | 减仓 |
| CVX | Chevron Corporation | $1.12亿 | 1.44% | 540,496 | -8,026 | -1.5% | -$166.06万 | 减仓 |
| ABBV | AbbVie Inc. | $1.12亿 | 1.44% | 513,391 | -3,575 | -0.7% | -$77.75万 | 减仓 |
| DIS | Walt Disney Company | $1.11亿 | 1.43% | 1,155,727 | -6,770 | -0.6% | -$65.25万 | 减仓 |
| WMT | Wal Mart Stores, Inc. | $9,218.31万 | 1.19% | 741,737 | -41,774 | -5.3% | -$519.17万 | 减仓 |
| BDX | Becton Dickinson & Co | $8,709.94万 | 1.12% | 553,962 | 3,068 | 0.6% | $48.24万 | 加仓 |
| SBUX | Starbucks Corp. | $8,591.83万 | 1.11% | 959,017 | -12,560 | -1.3% | -$112.52万 | 减仓 |
| UL | Unilever Plc ADR | $8,018.65万 | 1.03% | 1,407,521 | -12,366 | -0.9% | -$70.45万 | 减仓 |
| ACN | Accenture Ltd. - Cl A | $7,299.53万 | 0.94% | 368,124 | 1,803 | 0.5% | $35.75万 | 加仓 |
| CL | Colgate-Palmolive Co. | $6,646.89万 | 0.86% | 779,877 | -1,264 | -0.2% | -$10.77万 | 减仓 |
| PEP | Pepsico Incorporated | $5,718.00万 | 0.74% | 368,214 | -16,500 | -4.3% | -$256.23万 | 减仓 |
| NKE | Nike Inc Class B | $5,471.25万 | 0.70% | 1,035,830 | -257 | -0.0% | -$1.36万 | 减仓 |
| CMCSA | Comcast Corp CL A | $4,398.61万 | 0.57% | 1,532,081 | 56,163 | 3.8% | $161.24万 | 加仓 |
| AWK | American Water Works | $4,181.17万 | 0.54% | 307,236 | 275 | 0.1% | $3.74万 | 加仓 |
| SHEL | Shell PLC | $4,023.61万 | 0.52% | 432,646 | 13,299 | 3.2% | $123.68万 | 加仓 |
| HD | Home Depot | $3,442.94万 | 0.44% | 104,684 | 41 | 0.0% | $1.35万 | 加仓 |
| FDS | FactSet Research Systems, Inc. | $3,314.24万 | 0.43% | 152,737 | 7,353 | 5.1% | $159.55万 | 加仓 |
| LMT | Lockheed Martin Corp. | $3,006.30万 | 0.39% | 49,741 | -1,710 | -3.3% | -$103.35万 | 减仓 |
| TSM | Taiwan Semiconductor - Spons A | $2,884.13万 | 0.37% | 85,342 | -531 | -0.6% | -$17.95万 | 减仓 |
| VUG | Vanguard Growth ETF | $2,874.52万 | 0.37% | 65,810 | -2,029 | -3.0% | -$88.62万 | 减仓 |
| EXPD | Expeditors International of Wa | $2,873.84万 | 0.37% | 200,645 | -2,883 | -1.4% | -$41.29万 | 减仓 |
| VZ | Verizon Communications | $2,731.87万 | 0.35% | 544,196 | -15,633 | -2.8% | -$78.48万 | 减仓 |
| MRK | Merck & Company Inc. | $2,663.88万 | 0.34% | 221,455 | -3,728 | -1.7% | -$44.84万 | 减仓 |
| PGR | Progressive Corp | $2,601.82万 | 0.33% | 131,246 | -1,409 | -1.1% | -$27.93万 | 减仓 |
| — | Exxon Mobil | $2,320.88万 | 0.30% | 136,796 | -2,892 | -2.1% | -$49.07万 | 减仓 |
| RTX | RTX Corporation | $2,182.90万 | 0.28% | 113,162 | -1,939 | -1.7% | -$37.40万 | 减仓 |
| UNP | Union Pacific Corp. | $2,180.66万 | 0.28% | 89,880 | 15,732 | 21.2% | $381.69万 | 加仓 |
| WAT | Waters Corporation | $2,143.27万 | 0.28% | 71,970 | 71,970 | — | $2,143.27万 | 新建仓 |
| SCHW | Charles Schwab Corp. | $2,127.28万 | 0.27% | 226,355 | 14,575 | 6.9% | $136.98万 | 加仓 |
| MA | Mastercard Inc | $2,106.63万 | 0.27% | 42,161 | -1,104 | -2.6% | -$55.16万 | 减仓 |
| ECL | Ecolab, Inc. | $1,956.76万 | 0.25% | 73,557 | -400 | -0.5% | -$10.64万 | 减仓 |
| J | Jacobs Solutions Inc | $1,913.82万 | 0.25% | 150,363 | 7,304 | 5.1% | $92.97万 | 加仓 |
| — | Bank of America Corp. | $1,694.99万 | 0.22% | 14,225 | -665 | -4.5% | -$79.24万 | 减仓 |
| BUD | Anheuser-Busch InBev NV - Spon | $1,654.29万 | 0.21% | 238,473 | -7,342 | -3.0% | -$50.93万 | 减仓 |
| LH | Labcorp Holdings Inc | $1,492.54万 | 0.19% | 55,940 | 17,937 | 47.2% | $478.58万 | 加仓 |
| HSIC | Henry Schein Inc | $1,350.64万 | 0.17% | 183,262 | 15,044 | 8.9% | $110.87万 | 加仓 |
| QQQ | Invesco PowerShares QQQ Trust | $1,261.14万 | 0.16% | 21,850 | 300 | 1.4% | $17.32万 | 加仓 |
| NEE | NextEra Energy, Inc | $1,213.88万 | 0.16% | 130,693 | -90 | -0.1% | -$8,359 | 减仓 |
| OKE | Oneok, Inc. | $937.84万 | 0.12% | 103,755 | -1,475 | -1.4% | -$13.33万 | 减仓 |
| D | Dominion Energy Inc | $929.82万 | 0.12% | 150,408 | 12,474 | 9.0% | $77.11万 | 加仓 |
| JPM | J.P. Morgan Chase & Co. | $822.15万 | 0.11% | 27,949 | 1,134 | 4.2% | $33.36万 | 加仓 |
| AMGN | Amgen Inc. | $813.55万 | 0.10% | 23,122 | -417 | -1.8% | -$14.67万 | 减仓 |
| LLY | Eli Lilly & Co | $811.42万 | 0.10% | 8,822 | -117 | -1.3% | -$10.76万 | 减仓 |
| META | Meta Platforms Inc | $807.79万 | 0.10% | 14,119 | 14 | 0.1% | $8,010 | 加仓 |
| VOO | Vanguard S&P 500 | $799.33万 | 0.10% | 13,377 | -12,653 | -48.6% | -$756.07万 | 减仓 |
| PG | Procter & Gamble Co. | $798.88万 | 0.10% | 55,309 | -700 | -1.2% | -$10.11万 | 减仓 |
| PFE | Pfizer Inc. | $786.73万 | 0.10% | 280,174 | 10,509 | 3.9% | $29.51万 | 加仓 |
| KO | Coca Cola Company | $764.89万 | 0.10% | 100,578 | -3,284 | -3.2% | -$24.97万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Mar | $763.27万 | 0.10% | 109,429 | -379 | -0.3% | -$2.64万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $760.35万 | 0.10% | 15,469 | -29 | -0.2% | -$1.43万 | 减仓 |
| SPG | Simon Property Group | $733.12万 | 0.09% | 39,303 | -71 | -0.2% | -$1.32万 | 减仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $733.08万 | 0.09% | 147,250 | 7,850 | 5.6% | $39.08万 | 加仓 |
| ALSN | Allison Transmission Holdings | $727.49万 | 0.09% | 62,147 | -2,385 | -3.7% | -$27.92万 | 减仓 |
| NVDA | Nvidia Corp | $684.83万 | 0.09% | 39,267 | 923 | 2.4% | $16.10万 | 加仓 |
| TTI | Tetra Technologies Inc | $684.73万 | 0.09% | 803,677 | 38,635 | 5.1% | $32.92万 | 加仓 |
| — | Arrowhead Pharma Inc | $657.77万 | 0.08% | 104,908 | -85 | -0.1% | -$5,330 | 减仓 |
| — | Pason System Inc | $635.29万 | 0.08% | 667,489 | 50,026 | 8.1% | $47.61万 | 加仓 |
| EW | Edwards Lifesciences Corp. | $626.80万 | 0.08% | 78,272 | -6,386 | -7.5% | -$51.14万 | 减仓 |
| CP | Canadian Pacific Kansas City L | $606.67万 | 0.08% | 77,125 | -298 | -0.4% | -$2.34万 | 减仓 |
| UPS | United Parcel Service | $591.76万 | 0.08% | 60,150 | -6,086 | -9.2% | -$59.87万 | 减仓 |
| — | Cogeco Inc | $578.95万 | 0.07% | 117,077 | -1,430 | -1.2% | -$7.07万 | 减仓 |
| VCSH | Vanguard Short-Term Corp Bond | $554.34万 | 0.07% | 69,930 | 0 | 0.0% | — | 不变 |
| ZBH | Zimmer Biomet Holdings Inc. | $551.29万 | 0.07% | 60,970 | 28,920 | 90.2% | $261.49万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury E | $523.23万 | 0.07% | 89,380 | 18,500 | 26.1% | $108.30万 | 加仓 |
| SPY | SPDR S&P 500 Index ETF | $496.36万 | 0.06% | 7,632 | 245 | 3.3% | $15.93万 | 加仓 |
| VSXY | Victoria's Secret & Co | $487.11万 | 0.06% | 105,072 | 6,035 | 6.1% | $27.98万 | 加仓 |
| EMR | Emerson Electric | $472.55万 | 0.06% | 36,067 | -175 | -0.5% | -$2.29万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $472.45万 | 0.06% | 31,901 | -781 | -2.4% | -$11.57万 | 减仓 |
| MDT | Medtronic PLC | $467.85万 | 0.06% | 53,993 | -282 | -0.5% | -$2.44万 | 减仓 |
| LVS | Las Vegas Sands Corp | $444.76万 | 0.06% | 82,547 | 36,871 | 80.7% | $198.66万 | 加仓 |
| KMI | Kinder Morgan Inc | $441.86万 | 0.06% | 131,779 | -14,211 | -9.7% | -$47.65万 | 减仓 |
| CSW | CSW Industrials Inc | $440.51万 | 0.06% | 16,905 | -215 | -1.3% | -$5.60万 | 减仓 |
| BLK | BlackRock, Inc. | $434.31万 | 0.06% | 4,516 | 167 | 3.8% | $16.06万 | 加仓 |
| MICC | Magnum Ice Cream Company NV | $426.05万 | 0.05% | 284,985 | -28,801 | -9.2% | -$43.06万 | 减仓 |
| V | Visa Inc - Class A | $408.95万 | 0.05% | 13,531 | -527 | -3.7% | -$15.93万 | 减仓 |
| VVV | Valvoline Inc | $382.15万 | 0.05% | 113,465 | 11,875 | 11.7% | $39.99万 | 加仓 |
| WY | Weyerhaeuser Co. | $363.18万 | 0.05% | 148,662 | 77,550 | 109.1% | $189.45万 | 加仓 |
| AMJB | Alerian MLP Index ETN | $341.36万 | 0.04% | 98,745 | -2,145 | -2.1% | -$7.42万 | 减仓 |
| QCOM | Qualcomm, Inc. | $337.53万 | 0.04% | 26,210 | -1,805 | -6.4% | -$23.24万 | 减仓 |
| YUM | Yum! Brands Inc | $335.74万 | 0.04% | 21,594 | -2,260 | -9.5% | -$35.14万 | 减仓 |
| SYY | Sysco Corp. | $330.52万 | 0.04% | 46,337 | -1,500 | -3.1% | -$10.70万 | 减仓 |
| — | Citigroup Inc Var (Call 08/15/ | $310.15万 | 0.04% | 3,100,000 | 0 | 0.0% | — | 不变 |
| C | CitiGroup Inc. | $303.13万 | 0.04% | 26,729 | -1,240 | -4.4% | -$14.06万 | 减仓 |
| EPD | Enterprise Products Partners | $300.95万 | 0.04% | 79,533 | -1,778 | -2.2% | -$6.73万 | 减仓 |
| IFF | Int'l. Flavors & Fragrance | $298.80万 | 0.04% | 41,185 | 6,615 | 19.1% | $47.99万 | 加仓 |
| CAT | Caterpillar | $276.44万 | 0.04% | 3,902 | -70 | -1.8% | -$4.96万 | 减仓 |